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2022-05-24

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2022-05-17

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The Twitter-Tesla Downturn Is Merely The Start

2022-05-10

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2022-05-06

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Is It Safer to Pull Your Money Out of the Stock Market or Keep Investing for Now?

2022-04-25

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2022-05-17

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2022-05-06

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2022-05-18

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The Twitter-Tesla Downturn Is Merely The Start

2022-05-10

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2022-05-04

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@Daily_Discussion:🚀[3rd May]Trading plans that you can't miss from Tiger users

2022-04-29

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3 Stocks That Could Be Worth More Than Tesla by 2030

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It Will Be an Anxious Annual Meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2237378569","media":"Barrons","summary":"Heading into its shareholder meeting Wednesday, Twitter is caught between a rock and a hard place.Th","content":"<html><head></head><body><p>Heading into its shareholder meeting Wednesday, Twitter is caught between a rock and a hard place.</p><p>The rock: Elon Musk&#39;s pending acquisition of the company, which was paused after the Tesla CEO said he wanted to dig deeper into the number of fake accounts on the platform.</p><p>The hard place: Macroeconomic conditions for tech companies have been less than stellar, and Twitter certainly has been feeling the sting. Snap&#39;s announcement on Monday that it was cutting its revenue guidance renewed concerns that the sector could be in for pain longer than expected.</p><p>On Wednesday, Twitter is going to have to explain to shareholders how it plans to navigate through the strait and ask them to approve their course of action. Last week, Twitter&#39;s board of directors filed a proxy statement with the Securities and Exchange Commission, saying it was committed to completing the acquisition process with Musk at the agreed-upon terms of $54.20 a share in cash.</p><p>Wednesday&#39;s annual meeting will not include a vote on the pending acquisition, according to a Twitter spokesperson. The company has planned for a special meeting for shareholders to vote on the acquisition at a later date that has yet to be confirmed.</p><p>But the topic is likely to come up, especially because there are doubts as to whether Musk will move forward with the deal. And even if he does, there&#39;s bound to be more negotiation going on in the background, with many analysts thinking Musk is using the spam account issue to negotiate a better price.</p><p>In that sense, Musk is also caught in a tough spot.</p><p>&#34;We believe with the Twitter shareholder meeting on the horizon and approval for the deal expected, Musk is facing a fork in the road situation in which he has to decide his next step in this soap opera as Tesla investor patience is wearing very thin,&#34; wrote Wedbush analyst Daniel Ives in a research note.</p><p>Ives also believes that the market pressure on tech stocks, exacerbated by Snap&#39;s guidance, could prompt the Twitter board to accept a lower bid. And indeed, Twitter&#39;s stock has fallen 14% this year, dropping about 3% on Tuesday to $36.73 in the wake of Snap&#39;s announcement. The shares are now trading lower than the closing price of $39.31 on April 1, which was the last full trading day before Musk disclosed his 9% stake in Twitter.</p><p>For Musk, the reduced stock price presents an opportunity to negotiate a lower purchase price. And for Twitter, the low bid might be a better alternative than staying independent while trying to fight Musk over backtracking on the offer and assuaging investors on their concerns about user metrics, Ives added.</p><p>Investors will be watching to see whether Musk will be in attendance at the shareholder meeting -- virtually or otherwise -- given that he owns the largest stake in the company. They&#39;ll also stay tuned to Musk&#39;s Twitter account leading up to the event, given that the billionaire has been known to announce his actions, including the pause on the acquisition.</p><p>In the wake of Snap&#39;s guidance cut, shareholders will be anxious to hear commentary from management on whether the company&#39;s advertising revenue will be as impacted as Snap&#39;s in the following quarter. This is especially crucial in case Musk&#39;s acquisition bid doesn&#39;t go through. The company recently ousted two senior executives and implemented a hiring freeze in response to the macroeconomic conditions and the uncertainty surrounding the acquisition.</p><p>At Wednesday&#39;s meeting, stakeholders will have the chance to vote to elect two Class III directors to serve until 2025, to approve executive compensation, as well as several shareholder proposals.</p></body></html>","source":"lsy1601382232898","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>Twitter Is Stuck Between Musk and Snap. 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It Will Be an Anxious Annual Meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/twitter-elon-musk-snap-annual-meeting-51653403685?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Heading into its shareholder meeting Wednesday, Twitter is caught between a rock and a hard place.The rock: Elon Musk's pending acquisition of the company, which was paused after the Tesla CEO said he...</p>\n\n<a href=\"https://www.barrons.com/articles/twitter-elon-musk-snap-annual-meeting-51653403685?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.barrons.com/articles/twitter-elon-musk-snap-annual-meeting-51653403685?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237378569","content_text":"Heading into its shareholder meeting Wednesday, Twitter is caught between a rock and a hard place.The rock: Elon Musk's pending acquisition of the company, which was paused after the Tesla CEO said he wanted to dig deeper into the number of fake accounts on the platform.The hard place: Macroeconomic conditions for tech companies have been less than stellar, and Twitter certainly has been feeling the sting. Snap's announcement on Monday that it was cutting its revenue guidance renewed concerns that the sector could be in for pain longer than expected.On Wednesday, Twitter is going to have to explain to shareholders how it plans to navigate through the strait and ask them to approve their course of action. Last week, Twitter's board of directors filed a proxy statement with the Securities and Exchange Commission, saying it was committed to completing the acquisition process with Musk at the agreed-upon terms of $54.20 a share in cash.Wednesday's annual meeting will not include a vote on the pending acquisition, according to a Twitter spokesperson. The company has planned for a special meeting for shareholders to vote on the acquisition at a later date that has yet to be confirmed.But the topic is likely to come up, especially because there are doubts as to whether Musk will move forward with the deal. And even if he does, there's bound to be more negotiation going on in the background, with many analysts thinking Musk is using the spam account issue to negotiate a better price.In that sense, Musk is also caught in a tough spot.\"We believe with the Twitter shareholder meeting on the horizon and approval for the deal expected, Musk is facing a fork in the road situation in which he has to decide his next step in this soap opera as Tesla investor patience is wearing very thin,\" wrote Wedbush analyst Daniel Ives in a research note.Ives also believes that the market pressure on tech stocks, exacerbated by Snap's guidance, could prompt the Twitter board to accept a lower bid. And indeed, Twitter's stock has fallen 14% this year, dropping about 3% on Tuesday to $36.73 in the wake of Snap's announcement. The shares are now trading lower than the closing price of $39.31 on April 1, which was the last full trading day before Musk disclosed his 9% stake in Twitter.For Musk, the reduced stock price presents an opportunity to negotiate a lower purchase price. And for Twitter, the low bid might be a better alternative than staying independent while trying to fight Musk over backtracking on the offer and assuaging investors on their concerns about user metrics, Ives added.Investors will be watching to see whether Musk will be in attendance at the shareholder meeting -- virtually or otherwise -- given that he owns the largest stake in the company. They'll also stay tuned to Musk's Twitter account leading up to the event, given that the billionaire has been known to announce his actions, including the pause on the acquisition.In the wake of Snap's guidance cut, shareholders will be anxious to hear commentary from management on whether the company's advertising revenue will be as impacted as Snap's in the following quarter. This is especially crucial in case Musk's acquisition bid doesn't go through. The company recently ousted two senior executives and implemented a hiring freeze in response to the macroeconomic conditions and the uncertainty surrounding the acquisition.At Wednesday's meeting, stakeholders will have the chance to vote to elect two Class III directors to serve until 2025, to approve executive compensation, as well as several shareholder proposals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023806743,"gmtCreate":1652888076782,"gmtModify":1676535182031,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585217936170343","idStr":"3585217936170343"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023806743","repostId":"1142044909","repostType":4,"repost":{"id":"1142044909","pubTimestamp":1652887633,"share":"https://ttm.financial/m/news/1142044909?lang=&edition=fundamental","pubTime":"2022-05-18 23:27","market":"us","language":"en","title":"The Twitter-Tesla Downturn Is Merely The Start","url":"https://stock-news.laohu8.com/highlight/detail?id=1142044909","media":"Seeking Alpha","summary":"SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's ","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla&#39;s stock has suffered as a result of Elon Musk&#39;s planned Twitter acquisition and the potential for stock stales.</li><li>Tesla has also been caught up with the overall tech stock sell-off, there&#39;s a cost to be viewed as a tech company.</li><li>Tesla has the risk of being popular among popular tech workers, which have suffered more heavily than other market workers.</li><li>We see Tesla as grossly overvalued and more likely to underperform from the market downturn.</li></ul><p>Tesla&#39;s (NASDAQ:TSLA) stock has suffered recently with the company&#39;s market cap dropping to less than $900 billion, after pressure from Elon Musk&#39;s Twitter (TWTR)investment and potential stock sales. Investors might be fooled into thinking that this short-term downturn from stock sales represents an investment opportunity, however, as we&#39;ll see, Tesla still remains significantly overvalued.</p><p>Tesla Volume Ramp</p><p>Tesla&#39;s ability to continue succeeding is based on ramping volume and succeeding with new models.</p><p><img src=\"https://static.tigerbbs.com/2f7055187c8a6996ce847e2854565136\" tg-width=\"640\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Volume Ramp - Tesla Investor Presentation</p><p>The company has been ramping up volume although its Shanghai factory has suffered from COVID-19 volatility. However, it&#39;s worth noting that the company&#39;s factories and focused capacity for the Model S/X/3 are effectively done. The company could ramp up the Model Y or other future projects, however, it shows the company sees demand for other vehicles as peaked.</p><p>An example of this can be seen on Tesla&#39;s website. The cheapest Model 3 has an estimated delivery date of Aug-Nov 2022. The top end has a Jun-Aug 2022 delivery date. The top end Model Y is Jul-Sep 2022. The company&#39;s backlog has decreased substantially from its prior backlogs, and especially with the potential for a weaker market, we see that weakness continuing.</p><p>With competition increasing significantly, we view Tesla&#39;s volume ramp as slowing down. It&#39;s telling that the company doesn&#39;t have any new factories planned for its Model 3/S/X.</p><p>Tesla Energy Storage/Alternatives</p><p>Tesla has numerous alternative businesses including energy storage and other alternative businesses.</p><p><img src=\"https://static.tigerbbs.com/c143000d4559bfef8336756f8721db1d\" tg-width=\"640\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Alternative Businesses - Tesla Investor Presentation</p><p>The company&#39;s energy storage business is the bright spot in its alternatives business. The company has seen deployments increase 90% YoY. However, the company does have some risks to the business here. First, energy storage is a worse use of capital from a profit perspective versus building cars. Tesla itself has admitted that before.</p><p>That means that as long as there&#39;s volume demand for the company&#39;s cars, the company&#39;s energy storage will take a back seat. Second is the company&#39;s solar business. We&#39;ve discussed this before, but this business is negligible. It&#39;s decreasing in size, has a single-digit market share and no competitive advantage.</p><p>Tesla Insurance</p><p>Another development for Tesla is the company&#39;s announcement that it&#39;s launching an insurance business.</p><p><img src=\"https://static.tigerbbs.com/50de3780f98ffea0bd1f72d3395fe103\" tg-width=\"900\" tg-height=\"684\" referrerpolicy=\"no-referrer\"/></p><p>Insurance Underwriting Results - PMR Law</p><p>Insurance isn&#39;t a high profit margin business. It relies on the generation of the float and the potential investments of the float to generate returns. A substantial insurance business can take advantage of a continuous float to invest and generate long-term returns without a significant negative impact to that float.</p><p>The takeaway here is that insurance companies operate off of scale. Travelers is the 10th largest insurance company in the world, insures more than 2 million vehicles. Even with 100% of U.S. Tesla owners getting insurance through Tesla, the company won&#39;t reach that number. More so, even if it did, the insurance business would only be valued at a few billion $ based on peers.</p><p>Warren Buffett whose Berkshire Hathaway owns GEICOrecently commented they don&#39;t expect Tesla to outperform here, given their data is mostly the same as the current insurers. Here, we believe the opposite is true. Not only will Tesla not outperform but the company could lose money or, in the event of a mistake, hurt a brand. We see three unique downsides for the company.</p><p>(1) Multi-line discount. Most major insurers offer to bundle home insurance with multiple cars, home insurance, umbrella insurance, etc. Tesla can&#39;t offer those discounts to customers meaning that offering competitively priced insurance will be more difficult.</p><p>(2) Reputation. It&#39;s no secret that Americans hate their insurance providers. Unfortunately, the premise of maximizing profits for the insurer is different from maximizing profits for the insuree. And oftentimes those competing interests come to clash at a tough time. Tesla will need to outperform its customers because of the reputational risk.</p><p>Someone who has a bad experience with Tesla insurance might leave Tesla overall. No one buys a different car because they dislike Progressive.</p><p>(3) Start Up Cost. Insurance is a crowded market without a high barrier to entry. However, Tesla will be spending substantial money to startup and join the industry. The company will be spending cost with no guarantee of returns, which is a risk for the company&#39;s future shareholder returns.</p><p>Tesla and Tech, A Unique Downside</p><p>We want to take the opportunity to highlight what we see as a unique risk for Tesla. The company is a massively popular car among tech industry employees. The carmaker has a &gt;10% market share in California versus a 2% market share in the United States. It&#39;s well known in the hub of the technology industry how popular the company&#39;s cars are.</p><p>However, we see this as a unique potential downside for Tesla. The company&#39;s cheapest cars clock in at 2x the cheapest car from the traditional low-cost manufacturers (Honda and Toyota) as the company has struggled to meet expectations. Even versus luxury manufacturers such as BMW and Mercedes, the company&#39;s cheapest car is more expensive.</p><p>More so, the tech industry has suffered. After leading the bull market for the last 5 years, the market is now down roughly 25%. Given Tesla&#39;s unique positioning to tech industry employees, we expect the downturn will hurt the demand for the company&#39;s products, especially higher end products.</p><p>Tesla Isn&#39;t Recession Proof</p><p>Tesla has reasonably strong cash and cash equivalents at roughly $18 billion. However, the car industry is incredibly capitally intensive, and losses ramp up significantly during a market downturn.</p><p>Through the 2008 recession, U.S.carmakers lost $10s of billions. Capitol obligations can be difficult to avoid in the industry with factories needing to be kept running because the cost of shutting them off is even more expensive. However, that doesn&#39;t mean that they&#39;re making a profit. Tesla hasn&#39;t actually had to face a market downturn yet.</p><p>We expect there are two factors here that will again make Tesla less likely to survive a recession.</p><p>(1) People cut spending during a recession. Tesla is effectively a luxury brand at its pricing. In 2008, Toyota outperformed. During an upcoming recession, we expect Tesla to similarly underperform in line with luxury brands. They also might be less willing to try the uncertainty of an electric vehicle.</p><p>(2) Capital growth. Tesla is focused on growing substantially, and as we saw above, has numerous factories that it&#39;s planning to build. Those capital obligations without production could cause the company to have higher losses than companies only maintaining existing factories. That risk is worth paying close attention to.</p><p><b>Thesis Risk</b></p><p>The largest risk to our thesis is that Tesla is a unique company that has a proven ability to outperform. The company, in many ways, defined electric vehicles as a segment, especially luxury vehicles, and the company&#39;s competitors have struggled to compete. There&#39;s no guarantee that the company can&#39;t continue increasing market share and returns.</p><p>Conclusion</p><p>Tesla is now 40% below its 52-week highs. The company&#39;s weakness was exacerbated by Elon Musk&#39;s ownership and his pledging of the company&#39;s stock against his Twitter acquisition. That sell-off accelerated as a result of the general technology sell-off in the markets. Despite this underperformance, we see that as just the start.</p><p>The company is showing peak demand with no additional factories planned for the Model S/X/3. Most vehicle purchases can see delivery with is shorter delays than other manufacturers&#39; vehicles such as Toyota&#39;s RAV4. We also view the company&#39;s position in the tech markets as a unique risk to its business model. As a result, we continue to recommend against investing in Tesla.</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>The Twitter-Tesla Downturn Is Merely The Start</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\">\nThe Twitter-Tesla Downturn Is Merely The Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-18 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start\">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","TWTR":"Twitter"},"source_url":"https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142044909","content_text":"SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's a cost to be viewed as a tech company.Tesla has the risk of being popular among popular tech workers, which have suffered more heavily than other market workers.We see Tesla as grossly overvalued and more likely to underperform from the market downturn.Tesla's (NASDAQ:TSLA) stock has suffered recently with the company's market cap dropping to less than $900 billion, after pressure from Elon Musk's Twitter (TWTR)investment and potential stock sales. Investors might be fooled into thinking that this short-term downturn from stock sales represents an investment opportunity, however, as we'll see, Tesla still remains significantly overvalued.Tesla Volume RampTesla's ability to continue succeeding is based on ramping volume and succeeding with new models.Tesla Volume Ramp - Tesla Investor PresentationThe company has been ramping up volume although its Shanghai factory has suffered from COVID-19 volatility. However, it's worth noting that the company's factories and focused capacity for the Model S/X/3 are effectively done. The company could ramp up the Model Y or other future projects, however, it shows the company sees demand for other vehicles as peaked.An example of this can be seen on Tesla's website. The cheapest Model 3 has an estimated delivery date of Aug-Nov 2022. The top end has a Jun-Aug 2022 delivery date. The top end Model Y is Jul-Sep 2022. The company's backlog has decreased substantially from its prior backlogs, and especially with the potential for a weaker market, we see that weakness continuing.With competition increasing significantly, we view Tesla's volume ramp as slowing down. It's telling that the company doesn't have any new factories planned for its Model 3/S/X.Tesla Energy Storage/AlternativesTesla has numerous alternative businesses including energy storage and other alternative businesses.Tesla Alternative Businesses - Tesla Investor PresentationThe company's energy storage business is the bright spot in its alternatives business. The company has seen deployments increase 90% YoY. However, the company does have some risks to the business here. First, energy storage is a worse use of capital from a profit perspective versus building cars. Tesla itself has admitted that before.That means that as long as there's volume demand for the company's cars, the company's energy storage will take a back seat. Second is the company's solar business. We've discussed this before, but this business is negligible. It's decreasing in size, has a single-digit market share and no competitive advantage.Tesla InsuranceAnother development for Tesla is the company's announcement that it's launching an insurance business.Insurance Underwriting Results - PMR LawInsurance isn't a high profit margin business. It relies on the generation of the float and the potential investments of the float to generate returns. A substantial insurance business can take advantage of a continuous float to invest and generate long-term returns without a significant negative impact to that float.The takeaway here is that insurance companies operate off of scale. Travelers is the 10th largest insurance company in the world, insures more than 2 million vehicles. Even with 100% of U.S. Tesla owners getting insurance through Tesla, the company won't reach that number. More so, even if it did, the insurance business would only be valued at a few billion $ based on peers.Warren Buffett whose Berkshire Hathaway owns GEICOrecently commented they don't expect Tesla to outperform here, given their data is mostly the same as the current insurers. Here, we believe the opposite is true. Not only will Tesla not outperform but the company could lose money or, in the event of a mistake, hurt a brand. We see three unique downsides for the company.(1) Multi-line discount. Most major insurers offer to bundle home insurance with multiple cars, home insurance, umbrella insurance, etc. Tesla can't offer those discounts to customers meaning that offering competitively priced insurance will be more difficult.(2) Reputation. It's no secret that Americans hate their insurance providers. Unfortunately, the premise of maximizing profits for the insurer is different from maximizing profits for the insuree. And oftentimes those competing interests come to clash at a tough time. Tesla will need to outperform its customers because of the reputational risk.Someone who has a bad experience with Tesla insurance might leave Tesla overall. No one buys a different car because they dislike Progressive.(3) Start Up Cost. Insurance is a crowded market without a high barrier to entry. However, Tesla will be spending substantial money to startup and join the industry. The company will be spending cost with no guarantee of returns, which is a risk for the company's future shareholder returns.Tesla and Tech, A Unique DownsideWe want to take the opportunity to highlight what we see as a unique risk for Tesla. The company is a massively popular car among tech industry employees. The carmaker has a >10% market share in California versus a 2% market share in the United States. It's well known in the hub of the technology industry how popular the company's cars are.However, we see this as a unique potential downside for Tesla. The company's cheapest cars clock in at 2x the cheapest car from the traditional low-cost manufacturers (Honda and Toyota) as the company has struggled to meet expectations. Even versus luxury manufacturers such as BMW and Mercedes, the company's cheapest car is more expensive.More so, the tech industry has suffered. After leading the bull market for the last 5 years, the market is now down roughly 25%. Given Tesla's unique positioning to tech industry employees, we expect the downturn will hurt the demand for the company's products, especially higher end products.Tesla Isn't Recession ProofTesla has reasonably strong cash and cash equivalents at roughly $18 billion. However, the car industry is incredibly capitally intensive, and losses ramp up significantly during a market downturn.Through the 2008 recession, U.S.carmakers lost $10s of billions. Capitol obligations can be difficult to avoid in the industry with factories needing to be kept running because the cost of shutting them off is even more expensive. However, that doesn't mean that they're making a profit. Tesla hasn't actually had to face a market downturn yet.We expect there are two factors here that will again make Tesla less likely to survive a recession.(1) People cut spending during a recession. Tesla is effectively a luxury brand at its pricing. In 2008, Toyota outperformed. During an upcoming recession, we expect Tesla to similarly underperform in line with luxury brands. They also might be less willing to try the uncertainty of an electric vehicle.(2) Capital growth. Tesla is focused on growing substantially, and as we saw above, has numerous factories that it's planning to build. Those capital obligations without production could cause the company to have higher losses than companies only maintaining existing factories. That risk is worth paying close attention to.Thesis RiskThe largest risk to our thesis is that Tesla is a unique company that has a proven ability to outperform. The company, in many ways, defined electric vehicles as a segment, especially luxury vehicles, and the company's competitors have struggled to compete. There's no guarantee that the company can't continue increasing market share and returns.ConclusionTesla is now 40% below its 52-week highs. The company's weakness was exacerbated by Elon Musk's ownership and his pledging of the company's stock against his Twitter acquisition. That sell-off accelerated as a result of the general technology sell-off in the markets. Despite this underperformance, we see that as just the start.The company is showing peak demand with no additional factories planned for the Model S/X/3. Most vehicle purchases can see delivery with is shorter delays than other manufacturers' vehicles such as Toyota's RAV4. We also view the company's position in the tech markets as a unique risk to its business model. As a result, we continue to recommend against investing in Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029520455,"gmtCreate":1652800339977,"gmtModify":1676535164385,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585217936170343","idStr":"3585217936170343"},"themes":[],"htmlText":"Vbb","listText":"Vbb","text":"Vbb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029520455","repostId":"1142044909","repostType":4,"repost":{"id":"1142044909","pubTimestamp":1652887633,"share":"https://ttm.financial/m/news/1142044909?lang=&edition=fundamental","pubTime":"2022-05-18 23:27","market":"us","language":"en","title":"The Twitter-Tesla Downturn Is Merely The Start","url":"https://stock-news.laohu8.com/highlight/detail?id=1142044909","media":"Seeking Alpha","summary":"SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's ","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla&#39;s stock has suffered as a result of Elon Musk&#39;s planned Twitter acquisition and the potential for stock stales.</li><li>Tesla has also been caught up with the overall tech stock sell-off, there&#39;s a cost to be viewed as a tech company.</li><li>Tesla has the risk of being popular among popular tech workers, which have suffered more heavily than other market workers.</li><li>We see Tesla as grossly overvalued and more likely to underperform from the market downturn.</li></ul><p>Tesla&#39;s (NASDAQ:TSLA) stock has suffered recently with the company&#39;s market cap dropping to less than $900 billion, after pressure from Elon Musk&#39;s Twitter (TWTR)investment and potential stock sales. Investors might be fooled into thinking that this short-term downturn from stock sales represents an investment opportunity, however, as we&#39;ll see, Tesla still remains significantly overvalued.</p><p>Tesla Volume Ramp</p><p>Tesla&#39;s ability to continue succeeding is based on ramping volume and succeeding with new models.</p><p><img src=\"https://static.tigerbbs.com/2f7055187c8a6996ce847e2854565136\" tg-width=\"640\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Volume Ramp - Tesla Investor Presentation</p><p>The company has been ramping up volume although its Shanghai factory has suffered from COVID-19 volatility. However, it&#39;s worth noting that the company&#39;s factories and focused capacity for the Model S/X/3 are effectively done. The company could ramp up the Model Y or other future projects, however, it shows the company sees demand for other vehicles as peaked.</p><p>An example of this can be seen on Tesla&#39;s website. The cheapest Model 3 has an estimated delivery date of Aug-Nov 2022. The top end has a Jun-Aug 2022 delivery date. The top end Model Y is Jul-Sep 2022. The company&#39;s backlog has decreased substantially from its prior backlogs, and especially with the potential for a weaker market, we see that weakness continuing.</p><p>With competition increasing significantly, we view Tesla&#39;s volume ramp as slowing down. It&#39;s telling that the company doesn&#39;t have any new factories planned for its Model 3/S/X.</p><p>Tesla Energy Storage/Alternatives</p><p>Tesla has numerous alternative businesses including energy storage and other alternative businesses.</p><p><img src=\"https://static.tigerbbs.com/c143000d4559bfef8336756f8721db1d\" tg-width=\"640\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Alternative Businesses - Tesla Investor Presentation</p><p>The company&#39;s energy storage business is the bright spot in its alternatives business. The company has seen deployments increase 90% YoY. However, the company does have some risks to the business here. First, energy storage is a worse use of capital from a profit perspective versus building cars. Tesla itself has admitted that before.</p><p>That means that as long as there&#39;s volume demand for the company&#39;s cars, the company&#39;s energy storage will take a back seat. Second is the company&#39;s solar business. We&#39;ve discussed this before, but this business is negligible. It&#39;s decreasing in size, has a single-digit market share and no competitive advantage.</p><p>Tesla Insurance</p><p>Another development for Tesla is the company&#39;s announcement that it&#39;s launching an insurance business.</p><p><img src=\"https://static.tigerbbs.com/50de3780f98ffea0bd1f72d3395fe103\" tg-width=\"900\" tg-height=\"684\" referrerpolicy=\"no-referrer\"/></p><p>Insurance Underwriting Results - PMR Law</p><p>Insurance isn&#39;t a high profit margin business. It relies on the generation of the float and the potential investments of the float to generate returns. A substantial insurance business can take advantage of a continuous float to invest and generate long-term returns without a significant negative impact to that float.</p><p>The takeaway here is that insurance companies operate off of scale. Travelers is the 10th largest insurance company in the world, insures more than 2 million vehicles. Even with 100% of U.S. Tesla owners getting insurance through Tesla, the company won&#39;t reach that number. More so, even if it did, the insurance business would only be valued at a few billion $ based on peers.</p><p>Warren Buffett whose Berkshire Hathaway owns GEICOrecently commented they don&#39;t expect Tesla to outperform here, given their data is mostly the same as the current insurers. Here, we believe the opposite is true. Not only will Tesla not outperform but the company could lose money or, in the event of a mistake, hurt a brand. We see three unique downsides for the company.</p><p>(1) Multi-line discount. Most major insurers offer to bundle home insurance with multiple cars, home insurance, umbrella insurance, etc. Tesla can&#39;t offer those discounts to customers meaning that offering competitively priced insurance will be more difficult.</p><p>(2) Reputation. It&#39;s no secret that Americans hate their insurance providers. Unfortunately, the premise of maximizing profits for the insurer is different from maximizing profits for the insuree. And oftentimes those competing interests come to clash at a tough time. Tesla will need to outperform its customers because of the reputational risk.</p><p>Someone who has a bad experience with Tesla insurance might leave Tesla overall. No one buys a different car because they dislike Progressive.</p><p>(3) Start Up Cost. Insurance is a crowded market without a high barrier to entry. However, Tesla will be spending substantial money to startup and join the industry. The company will be spending cost with no guarantee of returns, which is a risk for the company&#39;s future shareholder returns.</p><p>Tesla and Tech, A Unique Downside</p><p>We want to take the opportunity to highlight what we see as a unique risk for Tesla. The company is a massively popular car among tech industry employees. The carmaker has a &gt;10% market share in California versus a 2% market share in the United States. It&#39;s well known in the hub of the technology industry how popular the company&#39;s cars are.</p><p>However, we see this as a unique potential downside for Tesla. The company&#39;s cheapest cars clock in at 2x the cheapest car from the traditional low-cost manufacturers (Honda and Toyota) as the company has struggled to meet expectations. Even versus luxury manufacturers such as BMW and Mercedes, the company&#39;s cheapest car is more expensive.</p><p>More so, the tech industry has suffered. After leading the bull market for the last 5 years, the market is now down roughly 25%. Given Tesla&#39;s unique positioning to tech industry employees, we expect the downturn will hurt the demand for the company&#39;s products, especially higher end products.</p><p>Tesla Isn&#39;t Recession Proof</p><p>Tesla has reasonably strong cash and cash equivalents at roughly $18 billion. However, the car industry is incredibly capitally intensive, and losses ramp up significantly during a market downturn.</p><p>Through the 2008 recession, U.S.carmakers lost $10s of billions. Capitol obligations can be difficult to avoid in the industry with factories needing to be kept running because the cost of shutting them off is even more expensive. However, that doesn&#39;t mean that they&#39;re making a profit. Tesla hasn&#39;t actually had to face a market downturn yet.</p><p>We expect there are two factors here that will again make Tesla less likely to survive a recession.</p><p>(1) People cut spending during a recession. Tesla is effectively a luxury brand at its pricing. In 2008, Toyota outperformed. During an upcoming recession, we expect Tesla to similarly underperform in line with luxury brands. They also might be less willing to try the uncertainty of an electric vehicle.</p><p>(2) Capital growth. Tesla is focused on growing substantially, and as we saw above, has numerous factories that it&#39;s planning to build. Those capital obligations without production could cause the company to have higher losses than companies only maintaining existing factories. That risk is worth paying close attention to.</p><p><b>Thesis Risk</b></p><p>The largest risk to our thesis is that Tesla is a unique company that has a proven ability to outperform. The company, in many ways, defined electric vehicles as a segment, especially luxury vehicles, and the company&#39;s competitors have struggled to compete. There&#39;s no guarantee that the company can&#39;t continue increasing market share and returns.</p><p>Conclusion</p><p>Tesla is now 40% below its 52-week highs. The company&#39;s weakness was exacerbated by Elon Musk&#39;s ownership and his pledging of the company&#39;s stock against his Twitter acquisition. That sell-off accelerated as a result of the general technology sell-off in the markets. Despite this underperformance, we see that as just the start.</p><p>The company is showing peak demand with no additional factories planned for the Model S/X/3. Most vehicle purchases can see delivery with is shorter delays than other manufacturers&#39; vehicles such as Toyota&#39;s RAV4. We also view the company&#39;s position in the tech markets as a unique risk to its business model. As a result, we continue to recommend against investing in Tesla.</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>The Twitter-Tesla Downturn Is Merely The Start</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\">\nThe Twitter-Tesla Downturn Is Merely The Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-18 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start\">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","TWTR":"Twitter"},"source_url":"https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142044909","content_text":"SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's a cost to be viewed as a tech company.Tesla has the risk of being popular among popular tech workers, which have suffered more heavily than other market workers.We see Tesla as grossly overvalued and more likely to underperform from the market downturn.Tesla's (NASDAQ:TSLA) stock has suffered recently with the company's market cap dropping to less than $900 billion, after pressure from Elon Musk's Twitter (TWTR)investment and potential stock sales. Investors might be fooled into thinking that this short-term downturn from stock sales represents an investment opportunity, however, as we'll see, Tesla still remains significantly overvalued.Tesla Volume RampTesla's ability to continue succeeding is based on ramping volume and succeeding with new models.Tesla Volume Ramp - Tesla Investor PresentationThe company has been ramping up volume although its Shanghai factory has suffered from COVID-19 volatility. However, it's worth noting that the company's factories and focused capacity for the Model S/X/3 are effectively done. The company could ramp up the Model Y or other future projects, however, it shows the company sees demand for other vehicles as peaked.An example of this can be seen on Tesla's website. The cheapest Model 3 has an estimated delivery date of Aug-Nov 2022. The top end has a Jun-Aug 2022 delivery date. The top end Model Y is Jul-Sep 2022. The company's backlog has decreased substantially from its prior backlogs, and especially with the potential for a weaker market, we see that weakness continuing.With competition increasing significantly, we view Tesla's volume ramp as slowing down. It's telling that the company doesn't have any new factories planned for its Model 3/S/X.Tesla Energy Storage/AlternativesTesla has numerous alternative businesses including energy storage and other alternative businesses.Tesla Alternative Businesses - Tesla Investor PresentationThe company's energy storage business is the bright spot in its alternatives business. The company has seen deployments increase 90% YoY. However, the company does have some risks to the business here. First, energy storage is a worse use of capital from a profit perspective versus building cars. Tesla itself has admitted that before.That means that as long as there's volume demand for the company's cars, the company's energy storage will take a back seat. Second is the company's solar business. We've discussed this before, but this business is negligible. It's decreasing in size, has a single-digit market share and no competitive advantage.Tesla InsuranceAnother development for Tesla is the company's announcement that it's launching an insurance business.Insurance Underwriting Results - PMR LawInsurance isn't a high profit margin business. It relies on the generation of the float and the potential investments of the float to generate returns. A substantial insurance business can take advantage of a continuous float to invest and generate long-term returns without a significant negative impact to that float.The takeaway here is that insurance companies operate off of scale. Travelers is the 10th largest insurance company in the world, insures more than 2 million vehicles. Even with 100% of U.S. Tesla owners getting insurance through Tesla, the company won't reach that number. More so, even if it did, the insurance business would only be valued at a few billion $ based on peers.Warren Buffett whose Berkshire Hathaway owns GEICOrecently commented they don't expect Tesla to outperform here, given their data is mostly the same as the current insurers. Here, we believe the opposite is true. Not only will Tesla not outperform but the company could lose money or, in the event of a mistake, hurt a brand. We see three unique downsides for the company.(1) Multi-line discount. Most major insurers offer to bundle home insurance with multiple cars, home insurance, umbrella insurance, etc. Tesla can't offer those discounts to customers meaning that offering competitively priced insurance will be more difficult.(2) Reputation. It's no secret that Americans hate their insurance providers. Unfortunately, the premise of maximizing profits for the insurer is different from maximizing profits for the insuree. And oftentimes those competing interests come to clash at a tough time. Tesla will need to outperform its customers because of the reputational risk.Someone who has a bad experience with Tesla insurance might leave Tesla overall. No one buys a different car because they dislike Progressive.(3) Start Up Cost. Insurance is a crowded market without a high barrier to entry. However, Tesla will be spending substantial money to startup and join the industry. The company will be spending cost with no guarantee of returns, which is a risk for the company's future shareholder returns.Tesla and Tech, A Unique DownsideWe want to take the opportunity to highlight what we see as a unique risk for Tesla. The company is a massively popular car among tech industry employees. The carmaker has a >10% market share in California versus a 2% market share in the United States. It's well known in the hub of the technology industry how popular the company's cars are.However, we see this as a unique potential downside for Tesla. The company's cheapest cars clock in at 2x the cheapest car from the traditional low-cost manufacturers (Honda and Toyota) as the company has struggled to meet expectations. Even versus luxury manufacturers such as BMW and Mercedes, the company's cheapest car is more expensive.More so, the tech industry has suffered. After leading the bull market for the last 5 years, the market is now down roughly 25%. Given Tesla's unique positioning to tech industry employees, we expect the downturn will hurt the demand for the company's products, especially higher end products.Tesla Isn't Recession ProofTesla has reasonably strong cash and cash equivalents at roughly $18 billion. However, the car industry is incredibly capitally intensive, and losses ramp up significantly during a market downturn.Through the 2008 recession, U.S.carmakers lost $10s of billions. Capitol obligations can be difficult to avoid in the industry with factories needing to be kept running because the cost of shutting them off is even more expensive. However, that doesn't mean that they're making a profit. Tesla hasn't actually had to face a market downturn yet.We expect there are two factors here that will again make Tesla less likely to survive a recession.(1) People cut spending during a recession. Tesla is effectively a luxury brand at its pricing. In 2008, Toyota outperformed. During an upcoming recession, we expect Tesla to similarly underperform in line with luxury brands. They also might be less willing to try the uncertainty of an electric vehicle.(2) Capital growth. Tesla is focused on growing substantially, and as we saw above, has numerous factories that it's planning to build. Those capital obligations without production could cause the company to have higher losses than companies only maintaining existing factories. That risk is worth paying close attention to.Thesis RiskThe largest risk to our thesis is that Tesla is a unique company that has a proven ability to outperform. The company, in many ways, defined electric vehicles as a segment, especially luxury vehicles, and the company's competitors have struggled to compete. There's no guarantee that the company can't continue increasing market share and returns.ConclusionTesla is now 40% below its 52-week highs. The company's weakness was exacerbated by Elon Musk's ownership and his pledging of the company's stock against his Twitter acquisition. That sell-off accelerated as a result of the general technology sell-off in the markets. Despite this underperformance, we see that as just the start.The company is showing peak demand with no additional factories planned for the Model S/X/3. Most vehicle purchases can see delivery with is shorter delays than other manufacturers' vehicles such as Toyota's RAV4. We also view the company's position in the tech markets as a unique risk to its business model. As a result, we continue to recommend against investing in Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029951153,"gmtCreate":1652718185872,"gmtModify":1676535148003,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585217936170343","idStr":"3585217936170343"},"themes":[],"htmlText":"C","listText":"C","text":"C","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029951153","repostId":"1155754788","repostType":4,"repost":{"id":"1155754788","pubTimestamp":1652711922,"share":"https://ttm.financial/m/news/1155754788?lang=&edition=fundamental","pubTime":"2022-05-16 22:38","market":"us","language":"en","title":"MCD Stock Alert: 11 Things to Know as McDonald’s Plans to Sell Russian Restaurants","url":"https://stock-news.laohu8.com/highlight/detail?id=1155754788","media":"InvestorPlace","summary":"McDonald’s(NYSE:MCD) stock is slipping on Monday after the fast-food chain announced plans to sell i","content":"<html><head></head><body><p><b>McDonald’s</b>(NYSE:<b><u>MCD</u></b>) stock is slipping on Monday after the fast-food chain announced plans to sell its Russian restaurants.</p><p>Let’s dive into everything investors need to know about the company’s plans to exit Russia.</p><ul><li>McDonald’s says that it’s looking to sell off its Russian business after over 30 years in the country.</li><li>This comes after the company closed down its Russian restaurants in March.</li><li>That was its reaction to Russia initiating war with Ukraine.</li><li>McDonald’s is seeking out a local buyer that can take over the business in the country.</li><li>It will also be acting to remove any symbols in the restaurants tying them back to the chain.</li><li>This will result in them no longer using the company’s name, logo, branding, or menu.</li><li>It’s also worth noting that it will keep paying employees until a sale is final.</li><li>In addition to that, MCD is seeking continued employment of those workers as part of the deal.</li><li>McDonald’s is also expecting to suffer a primarily non-cash charge of $1.2 billion to 1.4 billion as its write-off of business in Russia.</li><li>This also has it expecting an operating margin in the 40% range for 2022.</li><li>Its 2022 outlook also includes capital expenditures ranging from $2.1 to $2.3 billion.</li></ul><p>Chris Kempczinski, president and CEO of McDonald’s, said the following about the company leaving Russia.</p><blockquote>“However, we have a commitment to our global community and must remain steadfast in our values. And our commitment to our values means that we can no longer keep the Arches shining there.”</blockquote><p>MCD stock is down 1.3% as of Monday morning.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MCD Stock Alert: 11 Things to Know as McDonald’s Plans to Sell Russian Restaurants</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\">\nMCD Stock Alert: 11 Things to Know as McDonald’s Plans to Sell Russian Restaurants\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 22:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/mcd-stock-alert-11-things-to-know-as-mcdonalds-plans-to-sell-russian-restaurants/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>McDonald’s(NYSE:MCD) stock is slipping on Monday after the fast-food chain announced plans to sell its Russian restaurants.Let’s dive into everything investors need to know about the company’s plans ...</p>\n\n<a href=\"https://investorplace.com/2022/05/mcd-stock-alert-11-things-to-know-as-mcdonalds-plans-to-sell-russian-restaurants/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MCD":"麦当劳"},"source_url":"https://investorplace.com/2022/05/mcd-stock-alert-11-things-to-know-as-mcdonalds-plans-to-sell-russian-restaurants/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155754788","content_text":"McDonald’s(NYSE:MCD) stock is slipping on Monday after the fast-food chain announced plans to sell its Russian restaurants.Let’s dive into everything investors need to know about the company’s plans to exit Russia.McDonald’s says that it’s looking to sell off its Russian business after over 30 years in the country.This comes after the company closed down its Russian restaurants in March.That was its reaction to Russia initiating war with Ukraine.McDonald’s is seeking out a local buyer that can take over the business in the country.It will also be acting to remove any symbols in the restaurants tying them back to the chain.This will result in them no longer using the company’s name, logo, branding, or menu.It’s also worth noting that it will keep paying employees until a sale is final.In addition to that, MCD is seeking continued employment of those workers as part of the deal.McDonald’s is also expecting to suffer a primarily non-cash charge of $1.2 billion to 1.4 billion as its write-off of business in Russia.This also has it expecting an operating margin in the 40% range for 2022.Its 2022 outlook also includes capital expenditures ranging from $2.1 to $2.3 billion.Chris Kempczinski, president and CEO of McDonald’s, said the following about the company leaving Russia.“However, we have a commitment to our global community and must remain steadfast in our values. And our commitment to our values means that we can no longer keep the Arches shining there.”MCD stock is down 1.3% as of Monday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065003621,"gmtCreate":1652114969663,"gmtModify":1676535032524,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585217936170343","idStr":"3585217936170343"},"themes":[],"htmlText":"//<a href=\"https://ttm.financial/U/3585217936170343\">@cks</a>: Hello","listText":"//<a href=\"https://ttm.financial/U/3585217936170343\">@cks</a>: Hello","text":"//@cks: Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065003621","repostId":"2234527898","repostType":4,"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065003339,"gmtCreate":1652114634821,"gmtModify":1676535032516,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585217936170343","idStr":"3585217936170343"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065003339","repostId":"2234527898","repostType":4,"repost":{"id":"2234527898","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1652110483,"share":"https://ttm.financial/m/news/2234527898?lang=&edition=fundamental","pubTime":"2022-05-09 23:34","market":"us","language":"en","title":"Fed's Bostic Says Can Do \"Maybe Two, Maybe Three\" Half Point Hikes, Then Assess","url":"https://stock-news.laohu8.com/highlight/detail?id=2234527898","media":"Reuters","summary":"(Reuters) - The U.S. Federal Reserve can stick to half point interest rate hikes for the next two to","content":"<html><head></head><body><p> (Reuters) - The U.S. Federal Reserve can stick to half point interest rate hikes for the next two to three meetings then assess how the economy and inflation are responding before deciding whether further rises are needed, the Atlanta Fed president said.</p><p>The half point increase approved by the Fed last week &#34;is already a pretty aggressive move. I don&#39;t think we need to be moving even more aggressively,&#34; Raphael Bostic said in comments to Bloomberg on Monday that appear to rule out a larger three-quarter point hike.</p><p>&#34;I think we can stay at this pace and this cadence and really see how the markets evolve ... We are going to move a couple times, maybe two, maybe three times, see how the economy responds, see if inflation continues to move closer to our 2% target, then we can take a pause and see how things are going.&#34;</p><p>The rate policy path outlined by Bostic is in line with that outlined by Fed Chair Jerome Powell at his press conference last week when he said there was support for half-point hikes at the next couple of Fed meetings, but that the larger increases were not being actively considered.</p><p>Investors and many economists feel the Fed will be forced into an even more aggressive series of rate increases to tame inflation that is running at multi-decade highs.</p><p>But Bostic said he held out hope that some of the supply chain and other factors that have been adding to the pace of price increases will turn in the Fed&#39;s favor - a nod to the Fed&#39;s earlier language that high inflation would prove transitory.</p><p>&#34;My hope is that a lot of the things that are out of our control, things like supply chain disruptions and the like are going to get to a better place,&#34; Bostic said. &#34;If we start to see movement on the supply side that means we have to push less on demand&#34; through rate increases.</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>Fed's Bostic Says Can Do \"Maybe Two, Maybe Three\" Half Point Hikes, Then Assess</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\">\nFed's Bostic Says Can Do \"Maybe Two, Maybe Three\" Half Point Hikes, Then Assess\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-09 23:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> (Reuters) - The U.S. Federal Reserve can stick to half point interest rate hikes for the next two to three meetings then assess how the economy and inflation are responding before deciding whether further rises are needed, the Atlanta Fed president said.</p><p>The half point increase approved by the Fed last week &#34;is already a pretty aggressive move. I don&#39;t think we need to be moving even more aggressively,&#34; Raphael Bostic said in comments to Bloomberg on Monday that appear to rule out a larger three-quarter point hike.</p><p>&#34;I think we can stay at this pace and this cadence and really see how the markets evolve ... We are going to move a couple times, maybe two, maybe three times, see how the economy responds, see if inflation continues to move closer to our 2% target, then we can take a pause and see how things are going.&#34;</p><p>The rate policy path outlined by Bostic is in line with that outlined by Fed Chair Jerome Powell at his press conference last week when he said there was support for half-point hikes at the next couple of Fed meetings, but that the larger increases were not being actively considered.</p><p>Investors and many economists feel the Fed will be forced into an even more aggressive series of rate increases to tame inflation that is running at multi-decade highs.</p><p>But Bostic said he held out hope that some of the supply chain and other factors that have been adding to the pace of price increases will turn in the Fed&#39;s favor - a nod to the Fed&#39;s earlier language that high inflation would prove transitory.</p><p>&#34;My hope is that a lot of the things that are out of our control, things like supply chain disruptions and the like are going to get to a better place,&#34; Bostic said. &#34;If we start to see movement on the supply side that means we have to push less on demand&#34; through rate increases.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234527898","content_text":"(Reuters) - The U.S. Federal Reserve can stick to half point interest rate hikes for the next two to three meetings then assess how the economy and inflation are responding before deciding whether further rises are needed, the Atlanta Fed president said.The half point increase approved by the Fed last week \"is already a pretty aggressive move. I don't think we need to be moving even more aggressively,\" Raphael Bostic said in comments to Bloomberg on Monday that appear to rule out a larger three-quarter point hike.\"I think we can stay at this pace and this cadence and really see how the markets evolve ... We are going to move a couple times, maybe two, maybe three times, see how the economy responds, see if inflation continues to move closer to our 2% target, then we can take a pause and see how things are going.\"The rate policy path outlined by Bostic is in line with that outlined by Fed Chair Jerome Powell at his press conference last week when he said there was support for half-point hikes at the next couple of Fed meetings, but that the larger increases were not being actively considered.Investors and many economists feel the Fed will be forced into an even more aggressive series of rate increases to tame inflation that is running at multi-decade highs.But Bostic said he held out hope that some of the supply chain and other factors that have been adding to the pace of price increases will turn in the Fed's favor - a nod to the Fed's earlier language that high inflation would prove transitory.\"My hope is that a lot of the things that are out of our control, things like supply chain disruptions and the like are going to get to a better place,\" Bostic said. \"If we start to see movement on the supply side that means we have to push less on demand\" through rate increases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066398652,"gmtCreate":1651847329276,"gmtModify":1676534983160,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585217936170343","idStr":"3585217936170343"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066398652","repostId":"2233330483","repostType":4,"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068290670,"gmtCreate":1651769266190,"gmtModify":1676534966238,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585217936170343","idStr":"3585217936170343"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068290670","repostId":"2233817014","repostType":4,"repost":{"id":"2233817014","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1651762642,"share":"https://ttm.financial/m/news/2233817014?lang=&edition=fundamental","pubTime":"2022-05-05 22:57","market":"us","language":"en","title":"Nasdaq Drops 4.06% to Erase Post-Fed Relief Rally as Treasury Yields Jump","url":"https://stock-news.laohu8.com/highlight/detail?id=2233817014","media":"Dow Jones","summary":"The Nasdaq Composite slumped 4.06%, Thursday morning, more than taking back the previous session's s","content":"<html><head></head><body><p>The Nasdaq Composite slumped 4.06%, Thursday morning, more than taking back the previous session&#39;s sharp rise seen after the Federal Reserve delivered a half-point interest rate increase but signaled it was taking a 75 basis point move off the table. </p><p><img src=\"https://static.tigerbbs.com/7540fc8c20ecf96d884c0909722cc3bf\" tg-width=\"434\" tg-height=\"177\" width=\"100%\" height=\"auto\"/></p><p>Tech-related shares led the drop for stocks as Treasury yields, which had retreated in the wake of the Fed decision, pushed back to the upside, with the rate on the 10-year note  jumping more than 12 basis points to 3.037% after failing to extend a move above the 3% threshold earlier in the week. </p><p>Higher Treasury yields are seen as particularly negative for tech and other growth shares as they reduce the present value of the future earnings and cash flow that drive their valuations. </p><p>Other major indexes were also down sharply, with the Dow Jones Industrial Average fell 2.42%, giving back around two-thirds of its Wednesday rally, while the S&amp;P 500  slumped 2.92%.</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>Nasdaq Drops 4.06% to Erase Post-Fed Relief Rally as Treasury Yields Jump</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Drops 4.06% to Erase Post-Fed Relief Rally as Treasury Yields Jump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-05 22:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Nasdaq Composite slumped 4.06%, Thursday morning, more than taking back the previous session&#39;s sharp rise seen after the Federal Reserve delivered a half-point interest rate increase but signaled it was taking a 75 basis point move off the table. </p><p><img src=\"https://static.tigerbbs.com/7540fc8c20ecf96d884c0909722cc3bf\" tg-width=\"434\" tg-height=\"177\" width=\"100%\" height=\"auto\"/></p><p>Tech-related shares led the drop for stocks as Treasury yields, which had retreated in the wake of the Fed decision, pushed back to the upside, with the rate on the 10-year note  jumping more than 12 basis points to 3.037% after failing to extend a move above the 3% threshold earlier in the week. </p><p>Higher Treasury yields are seen as particularly negative for tech and other growth shares as they reduce the present value of the future earnings and cash flow that drive their valuations. </p><p>Other major indexes were also down sharply, with the Dow Jones Industrial Average fell 2.42%, giving back around two-thirds of its Wednesday rally, while the S&amp;P 500  slumped 2.92%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","BK4552":"Archegos爆仓风波概念","BK4127":"投资银行业与经纪业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233817014","content_text":"The Nasdaq Composite slumped 4.06%, Thursday morning, more than taking back the previous session's sharp rise seen after the Federal Reserve delivered a half-point interest rate increase but signaled it was taking a 75 basis point move off the table. Tech-related shares led the drop for stocks as Treasury yields, which had retreated in the wake of the Fed decision, pushed back to the upside, with the rate on the 10-year note  jumping more than 12 basis points to 3.037% after failing to extend a move above the 3% threshold earlier in the week. Higher Treasury yields are seen as particularly negative for tech and other growth shares as they reduce the present value of the future earnings and cash flow that drive their valuations. Other major indexes were also down sharply, with the Dow Jones Industrial Average fell 2.42%, giving back around two-thirds of its Wednesday rally, while the S&P 500  slumped 2.92%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061896741,"gmtCreate":1651595626183,"gmtModify":1676534933002,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585217936170343","idStr":"3585217936170343"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061896741","repostId":"9063746646","repostType":1,"repost":{"id":9063746646,"gmtCreate":1651538767471,"gmtModify":1676534921652,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667621665671","idStr":"3527667621665671"},"themes":[],"title":"🚀[3rd May]Trading plans that you can't miss from Tiger users","htmlText":"Hi, Tigers! Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins! <a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a> [Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investme","listText":"Hi, Tigers! Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins! <a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a> [Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investme","text":"Hi, Tigers! Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins! Click here to join the Topic & Win coins >> [Rewards] You will be given 100 Tiger Coins according to the quality & interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 10 Tiger coins if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investme","images":[{"img":"https://community-static.tradeup.com/news/e961ee203328d401936b5a8ebda60e0e","width":"499","height":"320"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063746646","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060538916,"gmtCreate":1651162279935,"gmtModify":1676534862168,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585217936170343","idStr":"3585217936170343"},"themes":[],"htmlText":"v//<a href=\"https://laohu8.com/U/3574046977945340\">@gyc96</a>:Okayy","listText":"v//<a href=\"https://laohu8.com/U/3574046977945340\">@gyc96</a>:Okayy","text":"v//@gyc96:Okayy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060538916","repostId":"2230611412","repostType":4,"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084348221,"gmtCreate":1650818470339,"gmtModify":1676534797852,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585217936170343","idStr":"3585217936170343"},"themes":[],"htmlText":"V","listText":"V","text":"V","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084348221","repostId":"2229130193","repostType":4,"repost":{"id":"2229130193","pubTimestamp":1650788102,"share":"https://ttm.financial/m/news/2229130193?lang=&edition=fundamental","pubTime":"2022-04-24 16:15","market":"us","language":"en","title":"Nvidia Stock Is Too Cheap to Ignore, But Should You Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2229130193","media":"Motley Fool","summary":"The graphics card specialist looks like an enticing bet right now.","content":"<html><head></head><body><p>Shares of <b>Nvidia</b> were in fine form on the stock market last month, gaining 12% and giving investors some relief after a terrible start to 2022. But, April is turning out to be another poor month for the graphics card specialist.</p><p>Nvidia stock is down nearly 20% so far this month, giving up all the gains that it scored in March. The pullback can be attributed to the negative analyst sentiment about the state of the market the company operates in. However, the stock&#39;s decline has made it attractive, especially considering the terrific growth that Nvidia has been clocking on a consistent basis.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d37411519d470ff3c53a15776d3013c\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Nvidia is available at an enticing valuation right now</h2><p>Nvidia&#39;s recent crash has brought the company&#39;s price-to-earnings (P/E) ratio down to 55.8, which is lower than the stock&#39;s five-year average earnings multiple of 58.5. It is also worth noting that Nvidia stock is trading at its cheapest valuation since 2019 when it had a P/E ratio of 60. The stock was trading at more expensive levels in 2020 and 2021, hitting earnings multiples of 85 and 90, respectively.</p><p>Of course, Nvidia is still expensive as compared to the broader market. The <b>Nasdaq 100</b>, for instance, has a P/E ratio of 31.8. Nvidia bulls, however, could justify this relatively rich valuation given its pace of growth. Following a 61% increase in revenue in fiscal 2022 (which ended on Jan. 30, 2022) to $26.9 billion, Nvidia expects $8.1 billion in revenue in the first quarter of fiscal 2023, which would be a 43% increase over the prior-year period.</p><p>Its earnings are expected to jump to $1.29 per share from $0.91 per share in the year-ago quarter. What&#39;s more, analysts are expecting Nvidia to finish fiscal 2023 with a 30% growth in revenue to $34.8 billion. So investors looking to buy a fast-growing tech stock may be interested in buying Nvidia, given its sharp pullback. But will this be a good idea? Let&#39;s find out.</p><h2>Wall Street sees headwinds due to weakness in the graphics cards market</h2><p>Nvidia stock has been the subject of downgrades on Wall Street due to a potential weakness in the demand for consumer graphics processing units (GPUs) used in personal computers (PCs) for video gaming. Investment banking firm Baird points out that sanctions on Russia have led to a slowdown in demand for consumer graphics cards, as the country is reportedly a key buyer of GPUs used by both gamers and cryptocurrency miners.</p><p>Baird analyst Tristan Gerra has cut his price target on Nvidia stock to $225 from $360 and lowered his rating from &#34;outperform&#34; to &#34;neutral.&#34; Gerra estimates that customers have started canceling GPU orders because of an oversupply in Western Europe and Asia, as well as a slowdown in demand from key markets such as China. As a result, the price of GPUs has started dropping. The analyst believes that lowered graphics card demand could negatively impact the company&#39;s revenue in the second half of the year.</p><p><b>Truist</b> is another bank that&#39;s predicting a near-term slowdown in the demand for chips that are used in computers and other consumer devices. The bank cut its price target on Nvidia stock to $298 from $347. This negative sentiment could continue to weigh on Nvidia stock and make its valuation more attractive.</p><p>However, savvy investors shouldn&#39;t forget that Nvidia has solid long-term prospects in multiple markets, which is why it would be a good idea to accumulate the stock on the dips.</p><h2>Investors need to focus on the big picture</h2><p>A near-term graphics card oversupply doesn&#39;t bode well for Nvidia, considering that gaming is its largest business, producing 46% of its total revenue last fiscal year. But investors shouldn&#39;t miss the fact the slowdown is likely to be temporary, as Nvidia stands to gain from a GPU upgrade cycle.</p><p>Nvidia pointed out in its 2022 investor day presentation that 71% of its installed base is running graphics cards based on older architectures. More specifically, just 29% of Nvidia&#39;s users are on RTX series graphics cards, which were launched in the second half of 2018. The new RTX series cards have brought about huge performance gains over the GTX series cards -- which most of its user base is running.</p><p>What&#39;s more, gamers who are upgrading to Nvidia&#39;s graphics cards based on the latest Ampere architecture are spending $300 more as compared to earlier cards. So, the graphics card upgrade cycle should give Nvidia&#39;s video gaming business a nice boost in the long run due to a combination of strong volumes and improved pricing.</p><p>Additionally, the company&#39;s improving prospects in the automotive market and its dominant position in the booming data center GPU space should ensure that Nvidia remains a top tech stock in the long run.</p><p>In all, Nvidia&#39;s multiple catalysts make it a stock worth buying on the dip, as the company is expected to report an annual earnings growth rate of 30% for the next five years. However, it won&#39;t be surprising to see it do better thanks to the impressive growth drivers it has in several end markets.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Is Too Cheap to Ignore, But Should You Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Is Too Cheap to Ignore, But Should You Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-24 16:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/23/nvidia-stock-is-too-cheap-to-ignore-but-should-you/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Nvidia were in fine form on the stock market last month, gaining 12% and giving investors some relief after a terrible start to 2022. But, April is turning out to be another poor month for ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/23/nvidia-stock-is-too-cheap-to-ignore-but-should-you/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4141":"半导体产品","BK4527":"明星科技股","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4549":"软银资本持仓","BK4532":"文艺复兴科技持仓","NVDA":"英伟达","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4567":"ESG概念","BK4543":"AI","BK4534":"瑞士信贷持仓","BK4579":"人工智能"},"source_url":"https://www.fool.com/investing/2022/04/23/nvidia-stock-is-too-cheap-to-ignore-but-should-you/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229130193","content_text":"Shares of Nvidia were in fine form on the stock market last month, gaining 12% and giving investors some relief after a terrible start to 2022. But, April is turning out to be another poor month for the graphics card specialist.Nvidia stock is down nearly 20% so far this month, giving up all the gains that it scored in March. The pullback can be attributed to the negative analyst sentiment about the state of the market the company operates in. However, the stock's decline has made it attractive, especially considering the terrific growth that Nvidia has been clocking on a consistent basis.Image source: Getty Images.Nvidia is available at an enticing valuation right nowNvidia's recent crash has brought the company's price-to-earnings (P/E) ratio down to 55.8, which is lower than the stock's five-year average earnings multiple of 58.5. It is also worth noting that Nvidia stock is trading at its cheapest valuation since 2019 when it had a P/E ratio of 60. The stock was trading at more expensive levels in 2020 and 2021, hitting earnings multiples of 85 and 90, respectively.Of course, Nvidia is still expensive as compared to the broader market. The Nasdaq 100, for instance, has a P/E ratio of 31.8. Nvidia bulls, however, could justify this relatively rich valuation given its pace of growth. Following a 61% increase in revenue in fiscal 2022 (which ended on Jan. 30, 2022) to $26.9 billion, Nvidia expects $8.1 billion in revenue in the first quarter of fiscal 2023, which would be a 43% increase over the prior-year period.Its earnings are expected to jump to $1.29 per share from $0.91 per share in the year-ago quarter. What's more, analysts are expecting Nvidia to finish fiscal 2023 with a 30% growth in revenue to $34.8 billion. So investors looking to buy a fast-growing tech stock may be interested in buying Nvidia, given its sharp pullback. But will this be a good idea? Let's find out.Wall Street sees headwinds due to weakness in the graphics cards marketNvidia stock has been the subject of downgrades on Wall Street due to a potential weakness in the demand for consumer graphics processing units (GPUs) used in personal computers (PCs) for video gaming. Investment banking firm Baird points out that sanctions on Russia have led to a slowdown in demand for consumer graphics cards, as the country is reportedly a key buyer of GPUs used by both gamers and cryptocurrency miners.Baird analyst Tristan Gerra has cut his price target on Nvidia stock to $225 from $360 and lowered his rating from \"outperform\" to \"neutral.\" Gerra estimates that customers have started canceling GPU orders because of an oversupply in Western Europe and Asia, as well as a slowdown in demand from key markets such as China. As a result, the price of GPUs has started dropping. The analyst believes that lowered graphics card demand could negatively impact the company's revenue in the second half of the year.Truist is another bank that's predicting a near-term slowdown in the demand for chips that are used in computers and other consumer devices. The bank cut its price target on Nvidia stock to $298 from $347. This negative sentiment could continue to weigh on Nvidia stock and make its valuation more attractive.However, savvy investors shouldn't forget that Nvidia has solid long-term prospects in multiple markets, which is why it would be a good idea to accumulate the stock on the dips.Investors need to focus on the big pictureA near-term graphics card oversupply doesn't bode well for Nvidia, considering that gaming is its largest business, producing 46% of its total revenue last fiscal year. But investors shouldn't miss the fact the slowdown is likely to be temporary, as Nvidia stands to gain from a GPU upgrade cycle.Nvidia pointed out in its 2022 investor day presentation that 71% of its installed base is running graphics cards based on older architectures. More specifically, just 29% of Nvidia's users are on RTX series graphics cards, which were launched in the second half of 2018. The new RTX series cards have brought about huge performance gains over the GTX series cards -- which most of its user base is running.What's more, gamers who are upgrading to Nvidia's graphics cards based on the latest Ampere architecture are spending $300 more as compared to earlier cards. So, the graphics card upgrade cycle should give Nvidia's video gaming business a nice boost in the long run due to a combination of strong volumes and improved pricing.Additionally, the company's improving prospects in the automotive market and its dominant position in the booming data center GPU space should ensure that Nvidia remains a top tech stock in the long run.In all, Nvidia's multiple catalysts make it a stock worth buying on the dip, as the company is expected to report an annual earnings growth rate of 30% for the next five years. However, it won't be surprising to see it do better thanks to the impressive growth drivers it has in several end markets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9026576256,"gmtCreate":1653406724675,"gmtModify":1676535276364,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585217936170343","authorIdStr":"3585217936170343"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026576256","repostId":"2237378569","repostType":4,"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029520455,"gmtCreate":1652800339977,"gmtModify":1676535164385,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585217936170343","authorIdStr":"3585217936170343"},"themes":[],"htmlText":"Vbb","listText":"Vbb","text":"Vbb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029520455","repostId":"1142044909","repostType":4,"repost":{"id":"1142044909","pubTimestamp":1652887633,"share":"https://ttm.financial/m/news/1142044909?lang=&edition=fundamental","pubTime":"2022-05-18 23:27","market":"us","language":"en","title":"The Twitter-Tesla Downturn Is Merely The Start","url":"https://stock-news.laohu8.com/highlight/detail?id=1142044909","media":"Seeking Alpha","summary":"SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's ","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla&#39;s stock has suffered as a result of Elon Musk&#39;s planned Twitter acquisition and the potential for stock stales.</li><li>Tesla has also been caught up with the overall tech stock sell-off, there&#39;s a cost to be viewed as a tech company.</li><li>Tesla has the risk of being popular among popular tech workers, which have suffered more heavily than other market workers.</li><li>We see Tesla as grossly overvalued and more likely to underperform from the market downturn.</li></ul><p>Tesla&#39;s (NASDAQ:TSLA) stock has suffered recently with the company&#39;s market cap dropping to less than $900 billion, after pressure from Elon Musk&#39;s Twitter (TWTR)investment and potential stock sales. Investors might be fooled into thinking that this short-term downturn from stock sales represents an investment opportunity, however, as we&#39;ll see, Tesla still remains significantly overvalued.</p><p>Tesla Volume Ramp</p><p>Tesla&#39;s ability to continue succeeding is based on ramping volume and succeeding with new models.</p><p><img src=\"https://static.tigerbbs.com/2f7055187c8a6996ce847e2854565136\" tg-width=\"640\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Volume Ramp - Tesla Investor Presentation</p><p>The company has been ramping up volume although its Shanghai factory has suffered from COVID-19 volatility. However, it&#39;s worth noting that the company&#39;s factories and focused capacity for the Model S/X/3 are effectively done. The company could ramp up the Model Y or other future projects, however, it shows the company sees demand for other vehicles as peaked.</p><p>An example of this can be seen on Tesla&#39;s website. The cheapest Model 3 has an estimated delivery date of Aug-Nov 2022. The top end has a Jun-Aug 2022 delivery date. The top end Model Y is Jul-Sep 2022. The company&#39;s backlog has decreased substantially from its prior backlogs, and especially with the potential for a weaker market, we see that weakness continuing.</p><p>With competition increasing significantly, we view Tesla&#39;s volume ramp as slowing down. It&#39;s telling that the company doesn&#39;t have any new factories planned for its Model 3/S/X.</p><p>Tesla Energy Storage/Alternatives</p><p>Tesla has numerous alternative businesses including energy storage and other alternative businesses.</p><p><img src=\"https://static.tigerbbs.com/c143000d4559bfef8336756f8721db1d\" tg-width=\"640\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Alternative Businesses - Tesla Investor Presentation</p><p>The company&#39;s energy storage business is the bright spot in its alternatives business. The company has seen deployments increase 90% YoY. However, the company does have some risks to the business here. First, energy storage is a worse use of capital from a profit perspective versus building cars. Tesla itself has admitted that before.</p><p>That means that as long as there&#39;s volume demand for the company&#39;s cars, the company&#39;s energy storage will take a back seat. Second is the company&#39;s solar business. We&#39;ve discussed this before, but this business is negligible. It&#39;s decreasing in size, has a single-digit market share and no competitive advantage.</p><p>Tesla Insurance</p><p>Another development for Tesla is the company&#39;s announcement that it&#39;s launching an insurance business.</p><p><img src=\"https://static.tigerbbs.com/50de3780f98ffea0bd1f72d3395fe103\" tg-width=\"900\" tg-height=\"684\" referrerpolicy=\"no-referrer\"/></p><p>Insurance Underwriting Results - PMR Law</p><p>Insurance isn&#39;t a high profit margin business. It relies on the generation of the float and the potential investments of the float to generate returns. A substantial insurance business can take advantage of a continuous float to invest and generate long-term returns without a significant negative impact to that float.</p><p>The takeaway here is that insurance companies operate off of scale. Travelers is the 10th largest insurance company in the world, insures more than 2 million vehicles. Even with 100% of U.S. Tesla owners getting insurance through Tesla, the company won&#39;t reach that number. More so, even if it did, the insurance business would only be valued at a few billion $ based on peers.</p><p>Warren Buffett whose Berkshire Hathaway owns GEICOrecently commented they don&#39;t expect Tesla to outperform here, given their data is mostly the same as the current insurers. Here, we believe the opposite is true. Not only will Tesla not outperform but the company could lose money or, in the event of a mistake, hurt a brand. We see three unique downsides for the company.</p><p>(1) Multi-line discount. Most major insurers offer to bundle home insurance with multiple cars, home insurance, umbrella insurance, etc. Tesla can&#39;t offer those discounts to customers meaning that offering competitively priced insurance will be more difficult.</p><p>(2) Reputation. It&#39;s no secret that Americans hate their insurance providers. Unfortunately, the premise of maximizing profits for the insurer is different from maximizing profits for the insuree. And oftentimes those competing interests come to clash at a tough time. Tesla will need to outperform its customers because of the reputational risk.</p><p>Someone who has a bad experience with Tesla insurance might leave Tesla overall. No one buys a different car because they dislike Progressive.</p><p>(3) Start Up Cost. Insurance is a crowded market without a high barrier to entry. However, Tesla will be spending substantial money to startup and join the industry. The company will be spending cost with no guarantee of returns, which is a risk for the company&#39;s future shareholder returns.</p><p>Tesla and Tech, A Unique Downside</p><p>We want to take the opportunity to highlight what we see as a unique risk for Tesla. The company is a massively popular car among tech industry employees. The carmaker has a &gt;10% market share in California versus a 2% market share in the United States. It&#39;s well known in the hub of the technology industry how popular the company&#39;s cars are.</p><p>However, we see this as a unique potential downside for Tesla. The company&#39;s cheapest cars clock in at 2x the cheapest car from the traditional low-cost manufacturers (Honda and Toyota) as the company has struggled to meet expectations. Even versus luxury manufacturers such as BMW and Mercedes, the company&#39;s cheapest car is more expensive.</p><p>More so, the tech industry has suffered. After leading the bull market for the last 5 years, the market is now down roughly 25%. Given Tesla&#39;s unique positioning to tech industry employees, we expect the downturn will hurt the demand for the company&#39;s products, especially higher end products.</p><p>Tesla Isn&#39;t Recession Proof</p><p>Tesla has reasonably strong cash and cash equivalents at roughly $18 billion. However, the car industry is incredibly capitally intensive, and losses ramp up significantly during a market downturn.</p><p>Through the 2008 recession, U.S.carmakers lost $10s of billions. Capitol obligations can be difficult to avoid in the industry with factories needing to be kept running because the cost of shutting them off is even more expensive. However, that doesn&#39;t mean that they&#39;re making a profit. Tesla hasn&#39;t actually had to face a market downturn yet.</p><p>We expect there are two factors here that will again make Tesla less likely to survive a recession.</p><p>(1) People cut spending during a recession. Tesla is effectively a luxury brand at its pricing. In 2008, Toyota outperformed. During an upcoming recession, we expect Tesla to similarly underperform in line with luxury brands. They also might be less willing to try the uncertainty of an electric vehicle.</p><p>(2) Capital growth. Tesla is focused on growing substantially, and as we saw above, has numerous factories that it&#39;s planning to build. Those capital obligations without production could cause the company to have higher losses than companies only maintaining existing factories. That risk is worth paying close attention to.</p><p><b>Thesis Risk</b></p><p>The largest risk to our thesis is that Tesla is a unique company that has a proven ability to outperform. The company, in many ways, defined electric vehicles as a segment, especially luxury vehicles, and the company&#39;s competitors have struggled to compete. There&#39;s no guarantee that the company can&#39;t continue increasing market share and returns.</p><p>Conclusion</p><p>Tesla is now 40% below its 52-week highs. The company&#39;s weakness was exacerbated by Elon Musk&#39;s ownership and his pledging of the company&#39;s stock against his Twitter acquisition. That sell-off accelerated as a result of the general technology sell-off in the markets. Despite this underperformance, we see that as just the start.</p><p>The company is showing peak demand with no additional factories planned for the Model S/X/3. Most vehicle purchases can see delivery with is shorter delays than other manufacturers&#39; vehicles such as Toyota&#39;s RAV4. We also view the company&#39;s position in the tech markets as a unique risk to its business model. As a result, we continue to recommend against investing in Tesla.</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>The Twitter-Tesla Downturn Is Merely The Start</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\">\nThe Twitter-Tesla Downturn Is Merely The Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-18 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start\">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","TWTR":"Twitter"},"source_url":"https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142044909","content_text":"SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's a cost to be viewed as a tech company.Tesla has the risk of being popular among popular tech workers, which have suffered more heavily than other market workers.We see Tesla as grossly overvalued and more likely to underperform from the market downturn.Tesla's (NASDAQ:TSLA) stock has suffered recently with the company's market cap dropping to less than $900 billion, after pressure from Elon Musk's Twitter (TWTR)investment and potential stock sales. Investors might be fooled into thinking that this short-term downturn from stock sales represents an investment opportunity, however, as we'll see, Tesla still remains significantly overvalued.Tesla Volume RampTesla's ability to continue succeeding is based on ramping volume and succeeding with new models.Tesla Volume Ramp - Tesla Investor PresentationThe company has been ramping up volume although its Shanghai factory has suffered from COVID-19 volatility. However, it's worth noting that the company's factories and focused capacity for the Model S/X/3 are effectively done. The company could ramp up the Model Y or other future projects, however, it shows the company sees demand for other vehicles as peaked.An example of this can be seen on Tesla's website. The cheapest Model 3 has an estimated delivery date of Aug-Nov 2022. The top end has a Jun-Aug 2022 delivery date. The top end Model Y is Jul-Sep 2022. The company's backlog has decreased substantially from its prior backlogs, and especially with the potential for a weaker market, we see that weakness continuing.With competition increasing significantly, we view Tesla's volume ramp as slowing down. It's telling that the company doesn't have any new factories planned for its Model 3/S/X.Tesla Energy Storage/AlternativesTesla has numerous alternative businesses including energy storage and other alternative businesses.Tesla Alternative Businesses - Tesla Investor PresentationThe company's energy storage business is the bright spot in its alternatives business. The company has seen deployments increase 90% YoY. However, the company does have some risks to the business here. First, energy storage is a worse use of capital from a profit perspective versus building cars. Tesla itself has admitted that before.That means that as long as there's volume demand for the company's cars, the company's energy storage will take a back seat. Second is the company's solar business. We've discussed this before, but this business is negligible. It's decreasing in size, has a single-digit market share and no competitive advantage.Tesla InsuranceAnother development for Tesla is the company's announcement that it's launching an insurance business.Insurance Underwriting Results - PMR LawInsurance isn't a high profit margin business. It relies on the generation of the float and the potential investments of the float to generate returns. A substantial insurance business can take advantage of a continuous float to invest and generate long-term returns without a significant negative impact to that float.The takeaway here is that insurance companies operate off of scale. Travelers is the 10th largest insurance company in the world, insures more than 2 million vehicles. Even with 100% of U.S. Tesla owners getting insurance through Tesla, the company won't reach that number. More so, even if it did, the insurance business would only be valued at a few billion $ based on peers.Warren Buffett whose Berkshire Hathaway owns GEICOrecently commented they don't expect Tesla to outperform here, given their data is mostly the same as the current insurers. Here, we believe the opposite is true. Not only will Tesla not outperform but the company could lose money or, in the event of a mistake, hurt a brand. We see three unique downsides for the company.(1) Multi-line discount. Most major insurers offer to bundle home insurance with multiple cars, home insurance, umbrella insurance, etc. Tesla can't offer those discounts to customers meaning that offering competitively priced insurance will be more difficult.(2) Reputation. It's no secret that Americans hate their insurance providers. Unfortunately, the premise of maximizing profits for the insurer is different from maximizing profits for the insuree. And oftentimes those competing interests come to clash at a tough time. Tesla will need to outperform its customers because of the reputational risk.Someone who has a bad experience with Tesla insurance might leave Tesla overall. No one buys a different car because they dislike Progressive.(3) Start Up Cost. Insurance is a crowded market without a high barrier to entry. However, Tesla will be spending substantial money to startup and join the industry. The company will be spending cost with no guarantee of returns, which is a risk for the company's future shareholder returns.Tesla and Tech, A Unique DownsideWe want to take the opportunity to highlight what we see as a unique risk for Tesla. The company is a massively popular car among tech industry employees. The carmaker has a >10% market share in California versus a 2% market share in the United States. It's well known in the hub of the technology industry how popular the company's cars are.However, we see this as a unique potential downside for Tesla. The company's cheapest cars clock in at 2x the cheapest car from the traditional low-cost manufacturers (Honda and Toyota) as the company has struggled to meet expectations. Even versus luxury manufacturers such as BMW and Mercedes, the company's cheapest car is more expensive.More so, the tech industry has suffered. After leading the bull market for the last 5 years, the market is now down roughly 25%. Given Tesla's unique positioning to tech industry employees, we expect the downturn will hurt the demand for the company's products, especially higher end products.Tesla Isn't Recession ProofTesla has reasonably strong cash and cash equivalents at roughly $18 billion. However, the car industry is incredibly capitally intensive, and losses ramp up significantly during a market downturn.Through the 2008 recession, U.S.carmakers lost $10s of billions. Capitol obligations can be difficult to avoid in the industry with factories needing to be kept running because the cost of shutting them off is even more expensive. However, that doesn't mean that they're making a profit. Tesla hasn't actually had to face a market downturn yet.We expect there are two factors here that will again make Tesla less likely to survive a recession.(1) People cut spending during a recession. Tesla is effectively a luxury brand at its pricing. In 2008, Toyota outperformed. During an upcoming recession, we expect Tesla to similarly underperform in line with luxury brands. They also might be less willing to try the uncertainty of an electric vehicle.(2) Capital growth. Tesla is focused on growing substantially, and as we saw above, has numerous factories that it's planning to build. Those capital obligations without production could cause the company to have higher losses than companies only maintaining existing factories. That risk is worth paying close attention to.Thesis RiskThe largest risk to our thesis is that Tesla is a unique company that has a proven ability to outperform. The company, in many ways, defined electric vehicles as a segment, especially luxury vehicles, and the company's competitors have struggled to compete. There's no guarantee that the company can't continue increasing market share and returns.ConclusionTesla is now 40% below its 52-week highs. The company's weakness was exacerbated by Elon Musk's ownership and his pledging of the company's stock against his Twitter acquisition. That sell-off accelerated as a result of the general technology sell-off in the markets. Despite this underperformance, we see that as just the start.The company is showing peak demand with no additional factories planned for the Model S/X/3. Most vehicle purchases can see delivery with is shorter delays than other manufacturers' vehicles such as Toyota's RAV4. We also view the company's position in the tech markets as a unique risk to its business model. As a result, we continue to recommend against investing in Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065003339,"gmtCreate":1652114634821,"gmtModify":1676535032516,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585217936170343","authorIdStr":"3585217936170343"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065003339","repostId":"2234527898","repostType":4,"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066398652,"gmtCreate":1651847329276,"gmtModify":1676534983160,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585217936170343","authorIdStr":"3585217936170343"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066398652","repostId":"2233330483","repostType":4,"repost":{"id":"2233330483","pubTimestamp":1651838945,"share":"https://ttm.financial/m/news/2233330483?lang=&edition=fundamental","pubTime":"2022-05-06 20:09","market":"us","language":"en","title":"Is It Safer to Pull Your Money Out of the Stock Market or Keep Investing for Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2233330483","media":"Motley Fool","summary":"Time in the market is important.","content":"<html><head></head><body><p>It can be nerve-wracking to watch your portfolio consistently drop during bear market periods. After all, nobody likes losing money; that goes against the whole purpose of investing. However, pulling your money out of the stock market during down periods can often do more harm than good in the long term. Here&#39;s why you should keep investing during such periods.</p><p><img src=\"https://static.tigerbbs.com/83e655a5c0301001b3e34cfe642835c7\" tg-width=\"700\" tg-height=\"458\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Use down periods to lower your cost basis</h2><p>Although nobody likes seeing their investments decline in price, it can actually be a good opportunity for long-term investors because it&#39;s a chance to lower your cost basis. Your cost basis essentially tells you the average price you paid per share for a particular company. If you bought 10 shares of a company at $100 each, your cost basis would be $100. If the stock&#39;s price dropped to $80 and you purchased 10 more shares, your new cost basis would be $90 ($1,800 spent / 20 shares owned).</p><p>Lowering your cost basis is valuable because it increases your profit whenever you eventually sell your shares. Imagine you own 20 shares with a $90 cost basis, and someone else also owns 20 shares of the same company but with a $100 cost basis. If that stock&#39;s price increases to $150 and you both sell, you would have profited $1,200, and they would have profited $1,000.</p><p>Although you both own the same number of shares, your profits are higher because you were able to lower your cost basis.</p><p>If you&#39;re investing in sound businesses, don&#39;t panic over short-term drops in price; consider it a blessing in disguise and put yourself in a better long-term position.</p><h2>Time in the market is important</h2><p>&#34;Time in the market is better than timing the market&#34; is an investing saying that has stood the test of time -- and it&#39;s <a href=\"https://laohu8.com/S/AONE.U\">one</a> investors should always keep in mind. On one end, it points to how timing the market is virtually impossible to do consistently long term. It also speaks to the power of time in the market -- especially regarding dividends.</p><p>Companies pay out dividends to reward their shareholders for holding on to their investments. If you&#39;re investing in dividend-paying companies (preferably Dividend Aristocrats or Dividend Kings, which also have stood the test of time), you&#39;re doing yourself a disservice if you pull your money out due to drops in the market.</p><p>If you have $10,000 invested in a company or fund with a 3% annual dividend yield, you can expect to receive $300 in dividends each year. If the stock&#39;s price is rising, you can expect that dividend payout; if the stock&#39;s price is dropping, you can expect that dividend payout. The company&#39;s stock price shouldn&#39;t be your only focus as long as it manages to keep paying out dividends.</p><p>If you panic sell because the stock is dropping, you essentially remove an income source that could prove to be key to your return on investment. If the stock price drops and the value of your investment loses $200 in a year, but you made $300 from dividends, you still came out positive.</p><h2>Don&#39;t be an emotional investor</h2><p>As an investor, it&#39;s easy to get too high on the highs and too low on the lows in the short term. One of the best ways to remove some emotions from investing is applying dollar-cost averaging. Dollar-cost averaging involves making consistent investments at regular intervals, no matter what the stock price is at the time. It&#39;s how 401(k) plans operate; no matter the cost of the investments, you contribute your designated amount each pay period.</p><p>Focusing on the end goal and ignoring the short-term volatility can make investing less stressful and can help prevent you from making emotional decisions that may go against your best long-term interest. Keep your eyes on the prize.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Safer to Pull Your Money Out of the Stock Market or Keep Investing for Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Safer to Pull Your Money Out of the Stock Market or Keep Investing for Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 20:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/06/is-it-safer-to-pull-your-money-out-of-the-stock-ma/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It can be nerve-wracking to watch your portfolio consistently drop during bear market periods. After all, nobody likes losing money; that goes against the whole purpose of investing. However, pulling ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/06/is-it-safer-to-pull-your-money-out-of-the-stock-ma/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.fool.com/investing/2022/05/06/is-it-safer-to-pull-your-money-out-of-the-stock-ma/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233330483","content_text":"It can be nerve-wracking to watch your portfolio consistently drop during bear market periods. After all, nobody likes losing money; that goes against the whole purpose of investing. However, pulling your money out of the stock market during down periods can often do more harm than good in the long term. Here's why you should keep investing during such periods.Image source: Getty Images.Use down periods to lower your cost basisAlthough nobody likes seeing their investments decline in price, it can actually be a good opportunity for long-term investors because it's a chance to lower your cost basis. Your cost basis essentially tells you the average price you paid per share for a particular company. If you bought 10 shares of a company at $100 each, your cost basis would be $100. If the stock's price dropped to $80 and you purchased 10 more shares, your new cost basis would be $90 ($1,800 spent / 20 shares owned).Lowering your cost basis is valuable because it increases your profit whenever you eventually sell your shares. Imagine you own 20 shares with a $90 cost basis, and someone else also owns 20 shares of the same company but with a $100 cost basis. If that stock's price increases to $150 and you both sell, you would have profited $1,200, and they would have profited $1,000.Although you both own the same number of shares, your profits are higher because you were able to lower your cost basis.If you're investing in sound businesses, don't panic over short-term drops in price; consider it a blessing in disguise and put yourself in a better long-term position.Time in the market is important\"Time in the market is better than timing the market\" is an investing saying that has stood the test of time -- and it's one investors should always keep in mind. On one end, it points to how timing the market is virtually impossible to do consistently long term. It also speaks to the power of time in the market -- especially regarding dividends.Companies pay out dividends to reward their shareholders for holding on to their investments. If you're investing in dividend-paying companies (preferably Dividend Aristocrats or Dividend Kings, which also have stood the test of time), you're doing yourself a disservice if you pull your money out due to drops in the market.If you have $10,000 invested in a company or fund with a 3% annual dividend yield, you can expect to receive $300 in dividends each year. If the stock's price is rising, you can expect that dividend payout; if the stock's price is dropping, you can expect that dividend payout. The company's stock price shouldn't be your only focus as long as it manages to keep paying out dividends.If you panic sell because the stock is dropping, you essentially remove an income source that could prove to be key to your return on investment. If the stock price drops and the value of your investment loses $200 in a year, but you made $300 from dividends, you still came out positive.Don't be an emotional investorAs an investor, it's easy to get too high on the highs and too low on the lows in the short term. One of the best ways to remove some emotions from investing is applying dollar-cost averaging. Dollar-cost averaging involves making consistent investments at regular intervals, no matter what the stock price is at the time. It's how 401(k) plans operate; no matter the cost of the investments, you contribute your designated amount each pay period.Focusing on the end goal and ignoring the short-term volatility can make investing less stressful and can help prevent you from making emotional decisions that may go against your best long-term interest. Keep your eyes on the prize.","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084348221,"gmtCreate":1650818470339,"gmtModify":1676534797852,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585217936170343","authorIdStr":"3585217936170343"},"themes":[],"htmlText":"V","listText":"V","text":"V","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084348221","repostId":"2229130193","repostType":4,"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029951153,"gmtCreate":1652718185872,"gmtModify":1676535148003,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585217936170343","authorIdStr":"3585217936170343"},"themes":[],"htmlText":"C","listText":"C","text":"C","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029951153","repostId":"1155754788","repostType":4,"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068290670,"gmtCreate":1651769266190,"gmtModify":1676534966238,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585217936170343","authorIdStr":"3585217936170343"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068290670","repostId":"2233817014","repostType":4,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023806743,"gmtCreate":1652888076782,"gmtModify":1676535182031,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585217936170343","authorIdStr":"3585217936170343"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023806743","repostId":"1142044909","repostType":4,"repost":{"id":"1142044909","pubTimestamp":1652887633,"share":"https://ttm.financial/m/news/1142044909?lang=&edition=fundamental","pubTime":"2022-05-18 23:27","market":"us","language":"en","title":"The Twitter-Tesla Downturn Is Merely The Start","url":"https://stock-news.laohu8.com/highlight/detail?id=1142044909","media":"Seeking Alpha","summary":"SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's ","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla&#39;s stock has suffered as a result of Elon Musk&#39;s planned Twitter acquisition and the potential for stock stales.</li><li>Tesla has also been caught up with the overall tech stock sell-off, there&#39;s a cost to be viewed as a tech company.</li><li>Tesla has the risk of being popular among popular tech workers, which have suffered more heavily than other market workers.</li><li>We see Tesla as grossly overvalued and more likely to underperform from the market downturn.</li></ul><p>Tesla&#39;s (NASDAQ:TSLA) stock has suffered recently with the company&#39;s market cap dropping to less than $900 billion, after pressure from Elon Musk&#39;s Twitter (TWTR)investment and potential stock sales. Investors might be fooled into thinking that this short-term downturn from stock sales represents an investment opportunity, however, as we&#39;ll see, Tesla still remains significantly overvalued.</p><p>Tesla Volume Ramp</p><p>Tesla&#39;s ability to continue succeeding is based on ramping volume and succeeding with new models.</p><p><img src=\"https://static.tigerbbs.com/2f7055187c8a6996ce847e2854565136\" tg-width=\"640\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Volume Ramp - Tesla Investor Presentation</p><p>The company has been ramping up volume although its Shanghai factory has suffered from COVID-19 volatility. However, it&#39;s worth noting that the company&#39;s factories and focused capacity for the Model S/X/3 are effectively done. The company could ramp up the Model Y or other future projects, however, it shows the company sees demand for other vehicles as peaked.</p><p>An example of this can be seen on Tesla&#39;s website. The cheapest Model 3 has an estimated delivery date of Aug-Nov 2022. The top end has a Jun-Aug 2022 delivery date. The top end Model Y is Jul-Sep 2022. The company&#39;s backlog has decreased substantially from its prior backlogs, and especially with the potential for a weaker market, we see that weakness continuing.</p><p>With competition increasing significantly, we view Tesla&#39;s volume ramp as slowing down. It&#39;s telling that the company doesn&#39;t have any new factories planned for its Model 3/S/X.</p><p>Tesla Energy Storage/Alternatives</p><p>Tesla has numerous alternative businesses including energy storage and other alternative businesses.</p><p><img src=\"https://static.tigerbbs.com/c143000d4559bfef8336756f8721db1d\" tg-width=\"640\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Alternative Businesses - Tesla Investor Presentation</p><p>The company&#39;s energy storage business is the bright spot in its alternatives business. The company has seen deployments increase 90% YoY. However, the company does have some risks to the business here. First, energy storage is a worse use of capital from a profit perspective versus building cars. Tesla itself has admitted that before.</p><p>That means that as long as there&#39;s volume demand for the company&#39;s cars, the company&#39;s energy storage will take a back seat. Second is the company&#39;s solar business. We&#39;ve discussed this before, but this business is negligible. It&#39;s decreasing in size, has a single-digit market share and no competitive advantage.</p><p>Tesla Insurance</p><p>Another development for Tesla is the company&#39;s announcement that it&#39;s launching an insurance business.</p><p><img src=\"https://static.tigerbbs.com/50de3780f98ffea0bd1f72d3395fe103\" tg-width=\"900\" tg-height=\"684\" referrerpolicy=\"no-referrer\"/></p><p>Insurance Underwriting Results - PMR Law</p><p>Insurance isn&#39;t a high profit margin business. It relies on the generation of the float and the potential investments of the float to generate returns. A substantial insurance business can take advantage of a continuous float to invest and generate long-term returns without a significant negative impact to that float.</p><p>The takeaway here is that insurance companies operate off of scale. Travelers is the 10th largest insurance company in the world, insures more than 2 million vehicles. Even with 100% of U.S. Tesla owners getting insurance through Tesla, the company won&#39;t reach that number. More so, even if it did, the insurance business would only be valued at a few billion $ based on peers.</p><p>Warren Buffett whose Berkshire Hathaway owns GEICOrecently commented they don&#39;t expect Tesla to outperform here, given their data is mostly the same as the current insurers. Here, we believe the opposite is true. Not only will Tesla not outperform but the company could lose money or, in the event of a mistake, hurt a brand. We see three unique downsides for the company.</p><p>(1) Multi-line discount. Most major insurers offer to bundle home insurance with multiple cars, home insurance, umbrella insurance, etc. Tesla can&#39;t offer those discounts to customers meaning that offering competitively priced insurance will be more difficult.</p><p>(2) Reputation. It&#39;s no secret that Americans hate their insurance providers. Unfortunately, the premise of maximizing profits for the insurer is different from maximizing profits for the insuree. And oftentimes those competing interests come to clash at a tough time. Tesla will need to outperform its customers because of the reputational risk.</p><p>Someone who has a bad experience with Tesla insurance might leave Tesla overall. No one buys a different car because they dislike Progressive.</p><p>(3) Start Up Cost. Insurance is a crowded market without a high barrier to entry. However, Tesla will be spending substantial money to startup and join the industry. The company will be spending cost with no guarantee of returns, which is a risk for the company&#39;s future shareholder returns.</p><p>Tesla and Tech, A Unique Downside</p><p>We want to take the opportunity to highlight what we see as a unique risk for Tesla. The company is a massively popular car among tech industry employees. The carmaker has a &gt;10% market share in California versus a 2% market share in the United States. It&#39;s well known in the hub of the technology industry how popular the company&#39;s cars are.</p><p>However, we see this as a unique potential downside for Tesla. The company&#39;s cheapest cars clock in at 2x the cheapest car from the traditional low-cost manufacturers (Honda and Toyota) as the company has struggled to meet expectations. Even versus luxury manufacturers such as BMW and Mercedes, the company&#39;s cheapest car is more expensive.</p><p>More so, the tech industry has suffered. After leading the bull market for the last 5 years, the market is now down roughly 25%. Given Tesla&#39;s unique positioning to tech industry employees, we expect the downturn will hurt the demand for the company&#39;s products, especially higher end products.</p><p>Tesla Isn&#39;t Recession Proof</p><p>Tesla has reasonably strong cash and cash equivalents at roughly $18 billion. However, the car industry is incredibly capitally intensive, and losses ramp up significantly during a market downturn.</p><p>Through the 2008 recession, U.S.carmakers lost $10s of billions. Capitol obligations can be difficult to avoid in the industry with factories needing to be kept running because the cost of shutting them off is even more expensive. However, that doesn&#39;t mean that they&#39;re making a profit. Tesla hasn&#39;t actually had to face a market downturn yet.</p><p>We expect there are two factors here that will again make Tesla less likely to survive a recession.</p><p>(1) People cut spending during a recession. Tesla is effectively a luxury brand at its pricing. In 2008, Toyota outperformed. During an upcoming recession, we expect Tesla to similarly underperform in line with luxury brands. They also might be less willing to try the uncertainty of an electric vehicle.</p><p>(2) Capital growth. Tesla is focused on growing substantially, and as we saw above, has numerous factories that it&#39;s planning to build. Those capital obligations without production could cause the company to have higher losses than companies only maintaining existing factories. That risk is worth paying close attention to.</p><p><b>Thesis Risk</b></p><p>The largest risk to our thesis is that Tesla is a unique company that has a proven ability to outperform. The company, in many ways, defined electric vehicles as a segment, especially luxury vehicles, and the company&#39;s competitors have struggled to compete. There&#39;s no guarantee that the company can&#39;t continue increasing market share and returns.</p><p>Conclusion</p><p>Tesla is now 40% below its 52-week highs. The company&#39;s weakness was exacerbated by Elon Musk&#39;s ownership and his pledging of the company&#39;s stock against his Twitter acquisition. That sell-off accelerated as a result of the general technology sell-off in the markets. Despite this underperformance, we see that as just the start.</p><p>The company is showing peak demand with no additional factories planned for the Model S/X/3. Most vehicle purchases can see delivery with is shorter delays than other manufacturers&#39; vehicles such as Toyota&#39;s RAV4. We also view the company&#39;s position in the tech markets as a unique risk to its business model. As a result, we continue to recommend against investing in Tesla.</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>The Twitter-Tesla Downturn Is Merely The Start</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\">\nThe Twitter-Tesla Downturn Is Merely The Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-18 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start\">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","TWTR":"Twitter"},"source_url":"https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142044909","content_text":"SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's a cost to be viewed as a tech company.Tesla has the risk of being popular among popular tech workers, which have suffered more heavily than other market workers.We see Tesla as grossly overvalued and more likely to underperform from the market downturn.Tesla's (NASDAQ:TSLA) stock has suffered recently with the company's market cap dropping to less than $900 billion, after pressure from Elon Musk's Twitter (TWTR)investment and potential stock sales. Investors might be fooled into thinking that this short-term downturn from stock sales represents an investment opportunity, however, as we'll see, Tesla still remains significantly overvalued.Tesla Volume RampTesla's ability to continue succeeding is based on ramping volume and succeeding with new models.Tesla Volume Ramp - Tesla Investor PresentationThe company has been ramping up volume although its Shanghai factory has suffered from COVID-19 volatility. However, it's worth noting that the company's factories and focused capacity for the Model S/X/3 are effectively done. The company could ramp up the Model Y or other future projects, however, it shows the company sees demand for other vehicles as peaked.An example of this can be seen on Tesla's website. The cheapest Model 3 has an estimated delivery date of Aug-Nov 2022. The top end has a Jun-Aug 2022 delivery date. The top end Model Y is Jul-Sep 2022. The company's backlog has decreased substantially from its prior backlogs, and especially with the potential for a weaker market, we see that weakness continuing.With competition increasing significantly, we view Tesla's volume ramp as slowing down. It's telling that the company doesn't have any new factories planned for its Model 3/S/X.Tesla Energy Storage/AlternativesTesla has numerous alternative businesses including energy storage and other alternative businesses.Tesla Alternative Businesses - Tesla Investor PresentationThe company's energy storage business is the bright spot in its alternatives business. The company has seen deployments increase 90% YoY. However, the company does have some risks to the business here. First, energy storage is a worse use of capital from a profit perspective versus building cars. Tesla itself has admitted that before.That means that as long as there's volume demand for the company's cars, the company's energy storage will take a back seat. Second is the company's solar business. We've discussed this before, but this business is negligible. It's decreasing in size, has a single-digit market share and no competitive advantage.Tesla InsuranceAnother development for Tesla is the company's announcement that it's launching an insurance business.Insurance Underwriting Results - PMR LawInsurance isn't a high profit margin business. It relies on the generation of the float and the potential investments of the float to generate returns. A substantial insurance business can take advantage of a continuous float to invest and generate long-term returns without a significant negative impact to that float.The takeaway here is that insurance companies operate off of scale. Travelers is the 10th largest insurance company in the world, insures more than 2 million vehicles. Even with 100% of U.S. Tesla owners getting insurance through Tesla, the company won't reach that number. More so, even if it did, the insurance business would only be valued at a few billion $ based on peers.Warren Buffett whose Berkshire Hathaway owns GEICOrecently commented they don't expect Tesla to outperform here, given their data is mostly the same as the current insurers. Here, we believe the opposite is true. Not only will Tesla not outperform but the company could lose money or, in the event of a mistake, hurt a brand. We see three unique downsides for the company.(1) Multi-line discount. Most major insurers offer to bundle home insurance with multiple cars, home insurance, umbrella insurance, etc. Tesla can't offer those discounts to customers meaning that offering competitively priced insurance will be more difficult.(2) Reputation. It's no secret that Americans hate their insurance providers. Unfortunately, the premise of maximizing profits for the insurer is different from maximizing profits for the insuree. And oftentimes those competing interests come to clash at a tough time. Tesla will need to outperform its customers because of the reputational risk.Someone who has a bad experience with Tesla insurance might leave Tesla overall. No one buys a different car because they dislike Progressive.(3) Start Up Cost. Insurance is a crowded market without a high barrier to entry. However, Tesla will be spending substantial money to startup and join the industry. The company will be spending cost with no guarantee of returns, which is a risk for the company's future shareholder returns.Tesla and Tech, A Unique DownsideWe want to take the opportunity to highlight what we see as a unique risk for Tesla. The company is a massively popular car among tech industry employees. The carmaker has a >10% market share in California versus a 2% market share in the United States. It's well known in the hub of the technology industry how popular the company's cars are.However, we see this as a unique potential downside for Tesla. The company's cheapest cars clock in at 2x the cheapest car from the traditional low-cost manufacturers (Honda and Toyota) as the company has struggled to meet expectations. Even versus luxury manufacturers such as BMW and Mercedes, the company's cheapest car is more expensive.More so, the tech industry has suffered. After leading the bull market for the last 5 years, the market is now down roughly 25%. Given Tesla's unique positioning to tech industry employees, we expect the downturn will hurt the demand for the company's products, especially higher end products.Tesla Isn't Recession ProofTesla has reasonably strong cash and cash equivalents at roughly $18 billion. However, the car industry is incredibly capitally intensive, and losses ramp up significantly during a market downturn.Through the 2008 recession, U.S.carmakers lost $10s of billions. Capitol obligations can be difficult to avoid in the industry with factories needing to be kept running because the cost of shutting them off is even more expensive. However, that doesn't mean that they're making a profit. Tesla hasn't actually had to face a market downturn yet.We expect there are two factors here that will again make Tesla less likely to survive a recession.(1) People cut spending during a recession. Tesla is effectively a luxury brand at its pricing. In 2008, Toyota outperformed. During an upcoming recession, we expect Tesla to similarly underperform in line with luxury brands. They also might be less willing to try the uncertainty of an electric vehicle.(2) Capital growth. Tesla is focused on growing substantially, and as we saw above, has numerous factories that it's planning to build. Those capital obligations without production could cause the company to have higher losses than companies only maintaining existing factories. That risk is worth paying close attention to.Thesis RiskThe largest risk to our thesis is that Tesla is a unique company that has a proven ability to outperform. The company, in many ways, defined electric vehicles as a segment, especially luxury vehicles, and the company's competitors have struggled to compete. There's no guarantee that the company can't continue increasing market share and returns.ConclusionTesla is now 40% below its 52-week highs. The company's weakness was exacerbated by Elon Musk's ownership and his pledging of the company's stock against his Twitter acquisition. That sell-off accelerated as a result of the general technology sell-off in the markets. Despite this underperformance, we see that as just the start.The company is showing peak demand with no additional factories planned for the Model S/X/3. Most vehicle purchases can see delivery with is shorter delays than other manufacturers' vehicles such as Toyota's RAV4. We also view the company's position in the tech markets as a unique risk to its business model. As a result, we continue to recommend against investing in Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065003621,"gmtCreate":1652114969663,"gmtModify":1676535032524,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585217936170343","authorIdStr":"3585217936170343"},"themes":[],"htmlText":"//<a href=\"https://ttm.financial/U/3585217936170343\">@cks</a>: Hello","listText":"//<a href=\"https://ttm.financial/U/3585217936170343\">@cks</a>: Hello","text":"//@cks: Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065003621","repostId":"2234527898","repostType":4,"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061896741,"gmtCreate":1651595626183,"gmtModify":1676534933002,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585217936170343","authorIdStr":"3585217936170343"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061896741","repostId":"9063746646","repostType":1,"repost":{"id":9063746646,"gmtCreate":1651538767471,"gmtModify":1676534921652,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🚀[3rd May]Trading plans that you can't miss from Tiger users","htmlText":"Hi, Tigers! Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins! <a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a> [Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investme","listText":"Hi, Tigers! Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins! <a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a> [Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investme","text":"Hi, Tigers! Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins! Click here to join the Topic & Win coins >> [Rewards] You will be given 100 Tiger Coins according to the quality & interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 10 Tiger coins if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investme","images":[{"img":"https://community-static.tradeup.com/news/e961ee203328d401936b5a8ebda60e0e","width":"499","height":"320"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063746646","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060538916,"gmtCreate":1651162279935,"gmtModify":1676534862168,"author":{"id":"3585217936170343","authorId":"3585217936170343","name":"cks","avatar":"https://community-static.tradeup.com/news/4fe6f857c37a492b36f7573221024ce9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585217936170343","authorIdStr":"3585217936170343"},"themes":[],"htmlText":"v//<a href=\"https://laohu8.com/U/3574046977945340\">@gyc96</a>:Okayy","listText":"v//<a href=\"https://laohu8.com/U/3574046977945340\">@gyc96</a>:Okayy","text":"v//@gyc96:Okayy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060538916","repostId":"2230611412","repostType":4,"repost":{"id":"2230611412","pubTimestamp":1651149968,"share":"https://ttm.financial/m/news/2230611412?lang=&edition=fundamental","pubTime":"2022-04-28 20:46","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Tesla by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2230611412","media":"Motley Fool","summary":"These proven winners could surpass electric vehicle (EV) kingpin Tesla within eight years.","content":"<html><head></head><body><p>The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today&#39;s largest publicly traded companies are unlikely to retain their pedestal position for a significant length of time.</p><p>As an example, just one of the 10 largest publicly traded companies in 1999 is still in the top 10 (<b>Microsoft</b>). Meanwhile, previous giants like <b>Intel</b>, <b>Nokia</b>, and <b>American International Group</b> have fallen far down the pecking order, in terms of market cap.</p><p>Chances are that electric vehicle (EV) kingpin <b>Tesla</b> will also be dethroned as one of the world&#39;s largest publicly traded companies.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fsearching-for-stocks-with-magnifying-glass-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"462\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Tesla is the fifth-largest publicly traded stock... for now</h2><p>As of the closing bell last week, a single share of Tesla would set an investor back more than $1,000, which equates to a hearty market cap of $1.04 trillion. That makes Tesla the fifth-largest publicly traded company in the U.S., and only the sixth to ever reach the $1 trillion valuation plateau.</p><p>There are certainly valid reasons why Tesla&#39;s shares have skyrocketed over the past decade. For instance, it&#39;s the first automaker in over five decades that built itself from the ground up and reached mass production. In the first quarter, Tesla produced more than 305,000 EVs and delivered just north of 310,000 EVs. That puts it on track to easily surpass 1 million EVs produced and delivered in 2022.</p><p>To add to this point, Tesla&#39;s first-quarter operating results featured its largest quarterly profit in history. Despite supply chain challenges, Tesla generated $3.32 billion in net income in Q1 2022, which was a 658% improvement from the prior-year period.</p><p>But there are also plenty of reasons to believe Tesla&#39;s market cap, which is equal to most auto stocks on a <i>combined basis</i>, is due for a reversion. Although the company has been riding competitive advantages with regard to production, power, range, and battery capacity, competition is beginning to catch up. For instance, a handful of EVs offer better range than Tesla&#39;s flagship sedans (the Model 3 and Model S).</p><p>Another point of concern is CEO Elon Musk. While there&#39;s no question he&#39;s a visionary, he&#39;s also an unwanted distraction at times. Musk has a habit of overpromising and under-delivering when it comes to the launch of new technology or new EVs, and his side projects arguably get in the way of overseeing Tesla&#39;s operations.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2F17171920167_b5afce5167_k.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Berkshire Hathaway CEO, Warren Buffett. Image source: The Motley Fool.</span></p><h2>These stocks could surpass Tesla over the next eight years</h2><p>In other words, there&#39;s a very real chance Tesla&#39;s valuation could deflate by 2030 and other publicly traded stocks could surpass it. What follows are three stocks that could be worth more than Tesla by the turn of the decade.</p><h2>The logical choice: Berkshire Hathaway</h2><p>The no-brainer choice to surpass Tesla in market cap by (or well before) 2030 is Warren Buffett&#39;s conglomerate, <b>Berkshire Hathaway</b>. Berkshire would need to gain about $300 billion in market cap to catch Tesla, as of this past weekend.</p><p>Historically, Buffett&#39;s company has been virtually unstoppable. Even though Berkshire Hathaway doesn&#39;t increase in value every year, Buffett has overseen an average annual return of better than 20% since taking the helm as CEO in 1965. Put another way, shareholders have doubled their money holding Berkshire Hathaway stock, on average, every 3.6 years for close to six decades.</p><p>One of the key reasons Berkshire Hathaway is such a success -- aside from being led by Warren Buffett -- is due to its investment portfolio being packed with cyclical companies. Cyclical businesses perform well when the U.S. and global economy are expanding and struggle when recessions arise. The thing is, recessions typically last for a few months or a couple of quarters, whereas economic expansions are often measured in years. Buffett and his investing team are playing a simple numbers game where patience is the not-so-secret ingredient to wealth-building.</p><p>Berkshire Hathaway is also raking in passive income. This year alone, Buffett&#39;s company is on pace to collect well north of $5 billion in dividend income. Over $4 billion in payouts will come from just a half-dozen holdings. This dividend income allows Berkshire to thrive in virtually any economic environment.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fcredit-card-credit-score-debt-consumption-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"531\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>If everything went just right: <a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>A second well-known stock that has all the tools necessary to surpass Tesla&#39;s market cap, but would need things to continue to go its way, is payment processor <b>Visa</b>. To leapfrog Tesla, Visa must make up a nearly $590 billion valuation gap.</p><p>Arguably the biggest challenge is going to be the emergence of blockchain technology, as well as the rise of digital payment platforms. Blockchain offers a way to circumvent banks and financial institutions to process payments quickly and cheaply. Visa is a payment processor on traditional merchant networks and will need payments to continue to flow through those channels if it&#39;s to have any chance of surpassing Tesla&#39;s market cap.</p><p>Similar to Berkshire Hathaway, Visa benefits from the cyclical nature of financial stocks. Since economic expansions last disproportionately longer than contractions and recessions, Visa spends most of its time benefiting from an increase in consumer and enterprise spending. In the U.S., the largest market for consumption in the world, Visa holds a 54% share of credit card network purchase volume, as of 2020.</p><p>Additionally, Visa acts purely as a payment processor and not a lender. Although lending would generate net interest income and fee revenue, it would also expose Visa to loan delinquencies during recessions. Since there&#39;s no loan exposure, there&#39;s no need for the company to set aside capital to cover possible losses during recessions. This is a big reason why Visa&#39;s profit margin is consistently above 50%.</p><p>With the majority of global transactions still being conducted in cash, Visa&#39;s growth runway remains robust.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fsemiconductor-chip-equipment-5g-electronics-fab-wafer-manufacturing-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>The long shot: Broadcom</h2><p>Lastly, the long shot of the group to surpass Tesla&#39;s market cap by 2030 is semiconductor solutions company <b>Broadcom</b>. With a market cap of $240 billion, Broadcom would need to more than quadruple just to catch Tesla at its current valuation.</p><p>The reason I&#39;ve classified Broadcom as a &#34;long shot&#34; is the cyclical nature of the semiconductor industry. Even though periods of expansion handily outlast contractions and recessions, Wall Street has typically kept a low ceiling on price-to-earnings multiples for large chipmakers.</p><p>On the other hand, there are multiple avenues for Broadcom to generate high-single-digit to low-double-digit annual sales growth throughout the decade. Currently, it generates the bulk of its revenue from wireless chips and assorted solutions used in next-generation smartphones. Telecom companies upgrading wireless infrastructure to 5G should lead to a multiyear device replacement cycle that keeps demand and pricing power high for Broadcom&#39;s smartphone solutions.</p><p>However, it&#39;s the company&#39;s ancillary opportunities that could hold the key to surpassing Tesla. For example, Broadcom supplies connectivity and access chips used in data centers. With businesses shifting their data and that of their clients into the cloud at an accelerated pace in the wake of the pandemic, data center demand shouldn&#39;t slow anytime soon. Broadcom supplies chips used in next-gen vehicles, too.</p><p>A final factor working in Broadcom&#39;s favor is its historically high backlog of $14.9 billion. This is a company that&#39;s booking production well into 2023, according to CEO Hock Tan. If Broadcom can maintain a large backlog of orders, its operating cash flow and valuation can steadily increase.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks That Could Be Worth More Than Tesla by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Could Be Worth More Than Tesla by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 20:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today's largest publicly traded companies are unlikely to retain their...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","BK4534":"瑞士信贷持仓","BRK.B":"伯克希尔B","V":"Visa","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4555":"新能源车","BRK.A":"伯克希尔","TSLA":"特斯拉","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230611412","content_text":"The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today's largest publicly traded companies are unlikely to retain their pedestal position for a significant length of time.As an example, just one of the 10 largest publicly traded companies in 1999 is still in the top 10 (Microsoft). Meanwhile, previous giants like Intel, Nokia, and American International Group have fallen far down the pecking order, in terms of market cap.Chances are that electric vehicle (EV) kingpin Tesla will also be dethroned as one of the world's largest publicly traded companies.Image source: Getty Images.Tesla is the fifth-largest publicly traded stock... for nowAs of the closing bell last week, a single share of Tesla would set an investor back more than $1,000, which equates to a hearty market cap of $1.04 trillion. That makes Tesla the fifth-largest publicly traded company in the U.S., and only the sixth to ever reach the $1 trillion valuation plateau.There are certainly valid reasons why Tesla's shares have skyrocketed over the past decade. For instance, it's the first automaker in over five decades that built itself from the ground up and reached mass production. In the first quarter, Tesla produced more than 305,000 EVs and delivered just north of 310,000 EVs. That puts it on track to easily surpass 1 million EVs produced and delivered in 2022.To add to this point, Tesla's first-quarter operating results featured its largest quarterly profit in history. Despite supply chain challenges, Tesla generated $3.32 billion in net income in Q1 2022, which was a 658% improvement from the prior-year period.But there are also plenty of reasons to believe Tesla's market cap, which is equal to most auto stocks on a combined basis, is due for a reversion. Although the company has been riding competitive advantages with regard to production, power, range, and battery capacity, competition is beginning to catch up. For instance, a handful of EVs offer better range than Tesla's flagship sedans (the Model 3 and Model S).Another point of concern is CEO Elon Musk. While there's no question he's a visionary, he's also an unwanted distraction at times. Musk has a habit of overpromising and under-delivering when it comes to the launch of new technology or new EVs, and his side projects arguably get in the way of overseeing Tesla's operations.Berkshire Hathaway CEO, Warren Buffett. Image source: The Motley Fool.These stocks could surpass Tesla over the next eight yearsIn other words, there's a very real chance Tesla's valuation could deflate by 2030 and other publicly traded stocks could surpass it. What follows are three stocks that could be worth more than Tesla by the turn of the decade.The logical choice: Berkshire HathawayThe no-brainer choice to surpass Tesla in market cap by (or well before) 2030 is Warren Buffett's conglomerate, Berkshire Hathaway. Berkshire would need to gain about $300 billion in market cap to catch Tesla, as of this past weekend.Historically, Buffett's company has been virtually unstoppable. Even though Berkshire Hathaway doesn't increase in value every year, Buffett has overseen an average annual return of better than 20% since taking the helm as CEO in 1965. Put another way, shareholders have doubled their money holding Berkshire Hathaway stock, on average, every 3.6 years for close to six decades.One of the key reasons Berkshire Hathaway is such a success -- aside from being led by Warren Buffett -- is due to its investment portfolio being packed with cyclical companies. Cyclical businesses perform well when the U.S. and global economy are expanding and struggle when recessions arise. The thing is, recessions typically last for a few months or a couple of quarters, whereas economic expansions are often measured in years. Buffett and his investing team are playing a simple numbers game where patience is the not-so-secret ingredient to wealth-building.Berkshire Hathaway is also raking in passive income. This year alone, Buffett's company is on pace to collect well north of $5 billion in dividend income. Over $4 billion in payouts will come from just a half-dozen holdings. This dividend income allows Berkshire to thrive in virtually any economic environment.Image source: Getty Images.If everything went just right: VisaA second well-known stock that has all the tools necessary to surpass Tesla's market cap, but would need things to continue to go its way, is payment processor Visa. To leapfrog Tesla, Visa must make up a nearly $590 billion valuation gap.Arguably the biggest challenge is going to be the emergence of blockchain technology, as well as the rise of digital payment platforms. Blockchain offers a way to circumvent banks and financial institutions to process payments quickly and cheaply. Visa is a payment processor on traditional merchant networks and will need payments to continue to flow through those channels if it's to have any chance of surpassing Tesla's market cap.Similar to Berkshire Hathaway, Visa benefits from the cyclical nature of financial stocks. Since economic expansions last disproportionately longer than contractions and recessions, Visa spends most of its time benefiting from an increase in consumer and enterprise spending. In the U.S., the largest market for consumption in the world, Visa holds a 54% share of credit card network purchase volume, as of 2020.Additionally, Visa acts purely as a payment processor and not a lender. Although lending would generate net interest income and fee revenue, it would also expose Visa to loan delinquencies during recessions. Since there's no loan exposure, there's no need for the company to set aside capital to cover possible losses during recessions. This is a big reason why Visa's profit margin is consistently above 50%.With the majority of global transactions still being conducted in cash, Visa's growth runway remains robust.Image source: Getty Images.The long shot: BroadcomLastly, the long shot of the group to surpass Tesla's market cap by 2030 is semiconductor solutions company Broadcom. With a market cap of $240 billion, Broadcom would need to more than quadruple just to catch Tesla at its current valuation.The reason I've classified Broadcom as a \"long shot\" is the cyclical nature of the semiconductor industry. Even though periods of expansion handily outlast contractions and recessions, Wall Street has typically kept a low ceiling on price-to-earnings multiples for large chipmakers.On the other hand, there are multiple avenues for Broadcom to generate high-single-digit to low-double-digit annual sales growth throughout the decade. Currently, it generates the bulk of its revenue from wireless chips and assorted solutions used in next-generation smartphones. Telecom companies upgrading wireless infrastructure to 5G should lead to a multiyear device replacement cycle that keeps demand and pricing power high for Broadcom's smartphone solutions.However, it's the company's ancillary opportunities that could hold the key to surpassing Tesla. For example, Broadcom supplies connectivity and access chips used in data centers. With businesses shifting their data and that of their clients into the cloud at an accelerated pace in the wake of the pandemic, data center demand shouldn't slow anytime soon. Broadcom supplies chips used in next-gen vehicles, too.A final factor working in Broadcom's favor is its historically high backlog of $14.9 billion. This is a company that's booking production well into 2023, according to CEO Hock Tan. If Broadcom can maintain a large backlog of orders, its operating cash flow and valuation can steadily increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}