feldman personal page - To The Moon

feldman

feldman

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2025-08-02

$NVIDIA(NVDA)$ Thank you Jensen.

2024-11-11

$Tesla Motors(TSLA)$ to the moon!!

2025-10-11

$NVIDIA(NVDA)$ HODL

2021-07-29

like my comment

Apple, Microsoft, Google Report Record Earnings, But Investors Still Worry

2021-07-15

please like my comment

Opening: U.S. stocks open low, TSMC fell 3%

2021-08-06

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2021-06-08

like and comment pls

Since 2008, this has been the biggest signal for stock direction. Here’s where it’s telling investors to go now.

2022-11-01

this is good to hear that.

Apple: Cut And Sell To The Enthusiastic Buyers

2021-06-15

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Opening: US stocks basically opened flat! Uxin used cars rose more than 12%

2021-06-15

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href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Hodl","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> Hodl","text":"$NVIDIA(NVDA)$ Hodl","images":[{"img":"https://community-static.tradeup.com/news/dba42fffc6322defd4a831c5a1a8e887","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/478442478297120","isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":477229563491168,"gmtCreate":1757517427388,"gmtModify":1757517430442,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> hodl","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> hodl","text":"$NVIDIA(NVDA)$ hodl","images":[{"img":"https://community-static.tradeup.com/news/fa4f463cea604f7b02729df9d69485d4","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/477229563491168","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":471015749108152,"gmtCreate":1756031543929,"gmtModify":1756031547948,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"I think NVIDIA’s closing price next Friday will be in the 190–195 range.","listText":"I think NVIDIA’s closing price next Friday will be in the 190–195 range.","text":"I think NVIDIA’s closing price next Friday will be in the 190–195 range.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/471015749108152","isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":468965150896232,"gmtCreate":1755531609208,"gmtModify":1755531612346,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> oh yeah!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> oh yeah!","text":"$NVIDIA(NVDA)$ oh yeah!","images":[{"img":"https://community-static.tradeup.com/news/a5a16a308c7118be25f0356ff98d1ded","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/468965150896232","isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":467311480197272,"gmtCreate":1755127480779,"gmtModify":1755127483707,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> oh yeah 👍","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> oh yeah 👍","text":"$NVIDIA(NVDA)$ oh yeah 👍","images":[{"img":"https://community-static.tradeup.com/news/cd05dca95b1eb1d4cc9e2caee44b74b7","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467311480197272","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":466960500752960,"gmtCreate":1755041686644,"gmtModify":1755041689660,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> HODL","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> HODL","text":"$NVIDIA(NVDA)$ HODL","images":[{"img":"https://community-static.tradeup.com/news/581011e73364b6228097ae09e8d56589","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466960500752960","isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":464951356568048,"gmtCreate":1754526250191,"gmtModify":1754526254121,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> HODL","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> HODL","text":"$NVIDIA(NVDA)$ HODL","images":[{"img":"https://community-static.tradeup.com/news/ca69662e79f2cec29cd971d89502a45d","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464951356568048","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":464621059425120,"gmtCreate":1754458122897,"gmtModify":1754458126958,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> HODL","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> HODL","text":"$NVIDIA(NVDA)$ HODL","images":[{"img":"https://community-static.tradeup.com/news/e7cf2962e4f3261ea4c67706ea950f8f","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464621059425120","isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":464476952601008,"gmtCreate":1754407241871,"gmtModify":1754407248735,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> HODL","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> HODL","text":"$NVIDIA(NVDA)$ HODL","images":[{"img":"https://community-static.tradeup.com/news/03132b032f1abcd002773fdd5075099b","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464476952601008","isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":463148551061744,"gmtCreate":1754102895526,"gmtModify":1754328324793,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>&nbsp; Thank you Jensen.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a>&nbsp; Thank you Jensen.","text":"$NVIDIA(NVDA)$ Thank you Jensen.","images":[{"img":"https://community-static.tradeup.com/news/d06a934458b7a91370975d3744846cf7","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":37,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/463148551061744","isVote":1,"tweetType":1,"viewCount":1401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":369941077934144,"gmtCreate":1731340162740,"gmtModify":1731340168591,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> to the moon!!","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> to the moon!!","text":"$Tesla Motors(TSLA)$ to the moon!!","images":[{"img":"https://community-static.tradeup.com/news/ac80df7ad52292338fb186d47ee9de2a","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/369941077934144","isVote":1,"tweetType":1,"viewCount":2082,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010968","idStr":"10000000000010968"},"content":"Your recent success is a great motivator. Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your recent success is a great motivator. Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your recent success is a great motivator. Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":487929010524632,"gmtCreate":1760146576177,"gmtModify":1760146579675,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> HODL","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$ </a> HODL","text":"$NVIDIA(NVDA)$ HODL","images":[{"img":"https://community-static.tradeup.com/news/e880917aba9f08515a54dd592722e5db","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/487929010524632","isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801801703,"gmtCreate":1627494196502,"gmtModify":1703491125095,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"like my comment","listText":"like my comment","text":"like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801801703","repostId":"2154494900","repostType":4,"repost":{"id":"2154494900","kind":"news","pubTimestamp":1627449482,"share":"https://ttm.financial/m/news/2154494900?lang=en_US&edition=fundamental","pubTime":"2021-07-28 13:18","market":"us","language":"zh","title":"Apple, Microsoft, Google Report Record Earnings, But Investors Still Worry","url":"https://stock-news.laohu8.com/highlight/detail?id=2154494900","media":"国际金融报","summary":"当地时间7月27日，美股盘后美国三大科技巨头苹果、微软和谷歌母公司Alphabet纷纷公布财报。微软销售额再创新高，苹果iPhone销售同比涨幅近50%，谷歌季度营收创14年多来最大增幅。\n财报发布前","content":"<p><div>On July 27, local time, after the U.S. stock market closed, the three major U.S. technology giants Apple, Microsoft and Google parent company Alphabet announced their financial reports. Microsoft's sales hit a new high, Apple's iPhone sales rose nearly 50% year-on-year, and Google's quarterly revenue hit the largest increase in more than 14 years. Before the financial report was released, Apple closed down 1.49%, Microsoft fell 0.87%, and Google parent company Alphabet fell 2.04%. After the U.S. stock market closed, Alphabet rose about 3%, Apple fell about 1.2%, and Microsoft rose 0.8%. Bloomberg notes that the market reaction was lukewarm because, to some extent,...</p><p><a href=\"https://mp.weixin.qq.com/s/TgrLzwd07mAo99oUGd2Zcg\">Web link</a></div></p>","source":"gjjrb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Microsoft, Google Report Record Earnings, But Investors Still Worry</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Microsoft, Google Report Record Earnings, But Investors Still Worry\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">国际金融报</strong><span class=\"h-time small\">2021-07-28 13:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>On July 27, local time, after the U.S. stock market closed, the three major U.S. technology giants Apple, Microsoft and Google parent company Alphabet announced their financial reports. Microsoft's sales hit a new high, Apple's iPhone sales rose nearly 50% year-on-year, and Google's quarterly revenue hit the largest increase in more than 14 years. Before the financial report was released, Apple closed down 1.49%, Microsoft fell 0.87%, and Google parent company Alphabet fell 2.04%. After the U.S. stock market closed, Alphabet rose about 3%, Apple fell about 1.2%, and Microsoft rose 0.8%. Bloomberg notes that the market reaction was lukewarm because, to some extent,...</p><p><a href=\"https://mp.weixin.qq.com/s/TgrLzwd07mAo99oUGd2Zcg\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/TgrLzwd07mAo99oUGd2Zcg\">国际金融报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d9ba180511694b59c6a2174adeb79e6","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","MSFT":"微软","GOOGL":"谷歌A"},"source_url":"https://mp.weixin.qq.com/s/TgrLzwd07mAo99oUGd2Zcg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154494900","content_text":"当地时间7月27日，美股盘后美国三大科技巨头苹果、微软和谷歌母公司Alphabet纷纷公布财报。微软销售额再创新高，苹果iPhone销售同比涨幅近50%，谷歌季度营收创14年多来最大增幅。\n财报发布前，苹果收跌1.49%，微软跌0.87%，谷歌母公司Alphabet跌2.04%。美股盘后，Alphabet涨约3%，苹果跌约1.2%，微软涨0.8%。\n彭博社指出，市场反应冷淡是因为在某种程度上，投资者怀疑这些公司能否在未来几个季度继续保持两位数的增长。\n微软：销售额创新高\n微软新公布的第四财季销售额为462亿美元，同比增长约21%，创历史新高。其中作为微软增长支柱的云计算业务Azure同比增长51%，超过了前两个财季的50%增速。Xbox硬件销售收入同比大涨172%，微软企业协作工具Team月活用户接近2.5亿。\n在截至6月30日的财季，该公司实现利润165亿美元，同比增长47%，超出了华尔街的预期。分析师平均预计的销售额为441亿美元，利润为146亿美元。\n过去一年，微软的股价上涨了约40%，年初至今，股价累计涨幅约达29%，同期标普500指数涨幅为17%。微软估值目前已超过2万亿美元，仅次于苹果公司。\n苹果：iPhone销售同比激增\n苹果财报显示，该公司2021年第三财季总营收814亿美元，同比增幅为36%，创公司史上同期营收新高；每股收益为1.30美元，超出了分析师预期的1.01美元；iPhone销售额同比增幅近50%；大中华区收入达147.6亿美元，同比增幅58%。\n另外，苹果连续三个季度在所有产品类别的收入上均实现了双位数百分比的同比涨幅。\n苹果CEO蒂姆·库克表示：“利好财报显示美国和全球各地的消费者乐观情绪正在回升。”\n谷歌广告收入飙升\n谷歌母公司Alphabet公布第二财季营收为618.8亿美元，较上年同期增长62%。\n该公司公布的广告销售额为504.4亿美元，较去年同期增长了69%，这得益于美国市场的火爆，美国的广告支出有望成为战后增长最快的时期。YouTube的广告业务收入为70亿美元，较上年同期增长84%。云业务收入达46.3亿美元，好于预期的44亿美元，较去年同期涨幅达53.8%。\n据研究公司Gartner测算，谷歌在云计算业务市场份额仅为6%，大幅落后于领跑的亚马逊和微软。上述两家企业在云计算业务的市场份额分别达到41%和20%。\n投资者的担忧\n据彭博社报道，今年投资者已经向最大科技公司的股票投入了数千亿美元。截至周二收盘，今年苹果股价已上涨11%，而Alphabet股价已上涨51%，微软股价已上涨29%。\n“世界上最大的科技公司以惊人的速度变得更大。随着世界经济从疫情低点反弹，苹果和微软的市值都超过了2万亿美元。所有公司都看好其前景，但由于过去一年的势头正出现减弱的迹象，投资者的乐观情绪有所下降。”\n分析指出，苹果并未给出当前季度业绩指引，这是疫情以来连续第六个季度没有发布指引，突显了疫情带来的不确定性。\n苹果公司预计下一财季营收仍是“非常强劲的两位数百分比同比增速”，但可能会慢于第三财季。苹果还警告称，第四财季的服务收入同比增速恐将放缓，苹果的硬件将受到一些芯片短缺的限制。\nAlphabet首席财务官Ruth Porat表示，消费者支出肯定有所改善，但随着市场重新开放，现在预测长期趋势还为时过早，尤其是考虑到最近全球新冠肺炎病例增加。\n27日，美国CDC前主任弗里登发出严峻警告，“我们正在步入一个艰难时期。如果疫情发展轨迹与英国相似，很可能每天会看到多达20万例的新增病例。”\n此外，美众议院司法委员会于6月底下旬审议了多项针对美科技巨头的反垄断法案，分析认为，美国大型科技巨头正面临来自监管机构和各种诉讼日益加大的压力。","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOG":0.9,"MSFT":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147685678,"gmtCreate":1626356335394,"gmtModify":1703758542154,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"please like my comment","listText":"please like my comment","text":"please like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/147685678","repostId":"1130429804","repostType":4,"repost":{"id":"1130429804","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626355873,"share":"https://ttm.financial/m/news/1130429804?lang=en_US&edition=fundamental","pubTime":"2021-07-15 21:31","market":"us","language":"zh","title":"Opening: U.S. stocks open low, TSMC fell 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130429804","media":"老虎资讯综合","summary":"7月15日（周四）美股开盘，道琼斯指数下跌120.74点，跌幅0.35%，报34812.49点；标普500指数下跌9.58点，跌幅0.22%，报4364.80点；纳斯达克综合指数下跌14.9点，跌幅0","content":"<p>When U.S. stocks opened on July 15 (Thursday), the Dow Jones Index fell 120.74 points, or 0.35%, to 34812.49 points; The S&P 500 fell 9.58 points, or 0.22%, to 4364.80 points; The Nasdaq Composite Index fell 14.9 points, or 0.10%, to 14,630.0 points. WSB popular concept stocks, bank stocks, and oil stocks generally fell.</p><p><img src=\"https://static.tigerbbs.com/ff4ced48f916b1059de8314c8b253c0c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>It opened down 3%. The company's net profit and gross profit margin in the second quarter were lower than expected, and the supply shortage is expected to continue until next year.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose 1.7%. It was reported yesterday that,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And<a href=\"https://laohu8.com/S/00700\">Tencent</a>Consider opening up ecosystems to each other.</p><p>Netflix rose 0.8%. Netflix said today that it will launch game content on streaming media platforms.</p><p>Digital cinema company Cinedigm rose 21.8%, and the company's streaming channel revenue increased 197% in the fourth quarter.</p><p>U.S. bank stocks generally fell.<a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>Fell more than 2%,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Fell 1.2%, Citigroup fell 0.8%,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Down 0.7%,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Down 0.5%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening: U.S. stocks open low, TSMC fell 3%</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nOpening: U.S. stocks open low, TSMC fell 3%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-15 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>When U.S. stocks opened on July 15 (Thursday), the Dow Jones Index fell 120.74 points, or 0.35%, to 34812.49 points; The S&P 500 fell 9.58 points, or 0.22%, to 4364.80 points; The Nasdaq Composite Index fell 14.9 points, or 0.10%, to 14,630.0 points. WSB popular concept stocks, bank stocks, and oil stocks generally fell.</p><p><img src=\"https://static.tigerbbs.com/ff4ced48f916b1059de8314c8b253c0c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>It opened down 3%. The company's net profit and gross profit margin in the second quarter were lower than expected, and the supply shortage is expected to continue until next year.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose 1.7%. It was reported yesterday that,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>And<a href=\"https://laohu8.com/S/00700\">Tencent</a>Consider opening up ecosystems to each other.</p><p>Netflix rose 0.8%. Netflix said today that it will launch game content on streaming media platforms.</p><p>Digital cinema company Cinedigm rose 21.8%, and the company's streaming channel revenue increased 197% in the fourth quarter.</p><p>U.S. bank stocks generally fell.<a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>Fell more than 2%,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Fell 1.2%, Citigroup fell 0.8%,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Down 0.7%,<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Down 0.5%.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"03145":"华夏亚洲高息股",".DJI":"道琼斯","EWT":"台湾ETF-iShares MSCI",".SPX":"S&P 500 Index","TSM":"台积电",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130429804","content_text":"7月15日（周四）美股开盘，道琼斯指数下跌120.74点，跌幅0.35%，报34812.49点；标普500指数下跌9.58点，跌幅0.22%，报4364.80点；纳斯达克综合指数下跌14.9点，跌幅0.10%，报14630.0点。WSB热门概念股、银行股、石油股普跌。\n\n台积电开跌3%，公司第二季度净利润和毛利率不及预期，预计供应紧缺将持续至明年。\n阿里巴巴涨1.7%，昨日有报道称，阿里巴巴和腾讯考虑互相开放生态系统。\n奈飞涨0.8%，奈飞今日称将在流媒体平台上推出游戏内容。\n数码影院公司Cinedigm涨21.8%，公司第四财季流媒体频道收入增长197%。\n美股银行股普跌。纽约梅隆银行跌超2%，美国银行跌1.2%，花旗集团跌0.8%，摩根士丹利跌0.7%，摩根大通跌0.5%。","news_type":1,"symbols_score_info":{"EWT":0.9,"03145":0.9,"TSM":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9,"TWmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893638299,"gmtCreate":1628258775711,"gmtModify":1703504139728,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"like my comment","listText":"like my comment","text":"like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/893638299","repostId":"2157739460","repostType":4,"isVote":1,"tweetType":1,"viewCount":2112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117493356,"gmtCreate":1623155554975,"gmtModify":1704197203044,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"like and comment pls","listText":"like and comment pls","text":"like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/117493356","repostId":"1135816983","repostType":4,"repost":{"id":"1135816983","kind":"news","pubTimestamp":1623153812,"share":"https://ttm.financial/m/news/1135816983?lang=en_US&edition=fundamental","pubTime":"2021-06-08 20:03","market":"us","language":"en","title":"Since 2008, this has been the biggest signal for stock direction. Here’s where it’s telling investors to go now.","url":"https://stock-news.laohu8.com/highlight/detail?id=1135816983","media":"marketwatch","summary":"Critical information for the U.S. trading day.\n\nThe summer lull is real for investors right now, as ","content":"<blockquote>\n <b>Critical information for the U.S. trading day.</b>\n</blockquote>\n<p>The summer lull is real for investors right now, as stock catalysts seem few and far between. Thursday’s update on consumer prices could bring the next one, after May dataspooked markets last month.</p>\n<p>With equitiesSPX,-0.08%hovering at record highs amid a mind-blowing recovery from the COVID-19 pandemic slump, investors want to know when and how central banks will start responding to signs of surging global inflation. And as not all stocks are built alike for different stages of a recovery, many rightly want to know if they are betting on the right ones.</p>\n<p>They should start by keeping an eye on what has been the most reliable indicator for stock direction since 2008 — the 10-year bond yieldTMUBMUSD10Y,1.541%,according to The Leuthold Group’s chief investment strategist, Jim Paulsen, who provides our<b>call of the day</b>.</p>\n<p>Since the 2008-09 financial crisis, “the bond market has been determining, or at least coincidentally signaling” which groups of stocks will be the winners and losers, he told clients in a note. That has been particularly true for several popular themes including cyclicals, growth investing, small-caps, etc.</p>\n<p>For example, via the below charts he showed how defensive sectors, such as utilities and staples or low-volatility investments, only do well when bond yields are headed lower:</p>\n<p><img src=\"https://static.tigerbbs.com/96c7d981e160fe9dea266dbe88c5eb97\" tg-width=\"1259\" tg-height=\"490\"><i>The Leuthold Group</i></p>\n<p>So should the yield on the 10-year, currently hovering at 1.561%, make another run at 2%, that group is likely to underperform, he said. But if the economy is headed for overheat pressures and yields are set to rise, history has shown the most volatile stocks are often winner, he added.</p>\n<p>Paulsen pointed to the below charts of small-cap stocks, cyclical sectors and emerging markets that are “often the winners during periods in which rising yields cause stock market mayhem.”</p>\n<p><img src=\"https://static.tigerbbs.com/58ad9970b8d52f5524ef4da54113986a\" tg-width=\"1260\" tg-height=\"461\"><i>The Leuthold Group</i></p>\n<p><img src=\"https://static.tigerbbs.com/13d5f3bc8075fad7b17676c51ffadaed\" tg-width=\"1259\" tg-height=\"929\">The Leuthold Group</p>\n<p>And the strategist is among those who do indeed see yields rising.</p>\n<p>“The recent pause in the 10-year yield despite escalating inflation expectations has been puzzling. Moreover, if yields continue to trend sideways or retrace part of their recent advance, defensive investments, including growth stocks, will likely be stock market leaders,” wrote Paulsen.</p>\n<p>He expects another leg higher for that yield, pushing it above 2%, likely by the end of 2021. And that means “stock investors should heed the bond market’s message and drive a few of those fast ‘cyclical’ stock cars!”</p>\n<p><b>Bitcoin blues and billionaires and taxes</b></p>\n<p>U.S. stock futuresES00,0.14%NQ00,0.49%YM00,-0.06%are trading mixed, with European stocksSXXP,0.35%flat, while Asian marketspulled back. OilCL.1,-0.92%is slipping, the dollarDXY,0.14%is up and bitcoinBTCUSD,-3.83%and other cryptocurrencies continue to fall. Some note digital assets sagging since the news that U.S. authoritiesmanaged to recover most of the bitcoin usedto pay a ransomware attack on a key energy pipeline.</p>\n<p><img src=\"https://static.tigerbbs.com/855f10c42119dd8220686f093a8dc34d\" tg-width=\"517\" tg-height=\"529\">On the data front, the National Federation of Independent Business index fell for the first time this year, ashiring woes hit small-business owners. Still ahead is the trade deficit report and job openings survey.</p>\n<p>Major global websites including Amazon.com, CNN and Bloomberghave been hit by outageson Tuesday. Shares of FastlyFSLY,+7.17%fell briefly after the cloud platform said it hasidentified a problemand was working on a fix.</p>\n<p>Billionaires including AmazonAMZN,-0.26%Chief Executive Jeff Bezos and Tesla Chief Executive Elon Musk at times have sidestepped federal income taxes,a new report says.</p>\n<p>Jerome Guillen, longtime president of TeslaTSLA,+1.01%Heavy Trucking, apparentlyleft the electric-car makerlast week.</p>\n<p>Back in May 2020, a U.S. government report on COVID-19 origins wasurging an investigation into the theorythat it leaked from a Wuhan laboratory.</p>","source":"lsy1603348471595","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>Since 2008, this has been the biggest signal for stock direction. Here’s where it’s telling investors to go 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\">\nSince 2008, this has been the biggest signal for stock direction. Here’s where it’s telling investors to go now.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 20:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/since-2008-this-has-been-the-biggest-signal-for-stock-direction-heres-where-its-telling-investors-to-go-now-11623151244?mod=home-page><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Critical information for the U.S. trading day.\n\nThe summer lull is real for investors right now, as stock catalysts seem few and far between. Thursday’s update on consumer prices could bring the next ...</p>\n\n<a href=\"https://www.marketwatch.com/story/since-2008-this-has-been-the-biggest-signal-for-stock-direction-heres-where-its-telling-investors-to-go-now-11623151244?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/since-2008-this-has-been-the-biggest-signal-for-stock-direction-heres-where-its-telling-investors-to-go-now-11623151244?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135816983","content_text":"Critical information for the U.S. trading day.\n\nThe summer lull is real for investors right now, as stock catalysts seem few and far between. Thursday’s update on consumer prices could bring the next one, after May dataspooked markets last month.\nWith equitiesSPX,-0.08%hovering at record highs amid a mind-blowing recovery from the COVID-19 pandemic slump, investors want to know when and how central banks will start responding to signs of surging global inflation. And as not all stocks are built alike for different stages of a recovery, many rightly want to know if they are betting on the right ones.\nThey should start by keeping an eye on what has been the most reliable indicator for stock direction since 2008 — the 10-year bond yieldTMUBMUSD10Y,1.541%,according to The Leuthold Group’s chief investment strategist, Jim Paulsen, who provides ourcall of the day.\nSince the 2008-09 financial crisis, “the bond market has been determining, or at least coincidentally signaling” which groups of stocks will be the winners and losers, he told clients in a note. That has been particularly true for several popular themes including cyclicals, growth investing, small-caps, etc.\nFor example, via the below charts he showed how defensive sectors, such as utilities and staples or low-volatility investments, only do well when bond yields are headed lower:\nThe Leuthold Group\nSo should the yield on the 10-year, currently hovering at 1.561%, make another run at 2%, that group is likely to underperform, he said. But if the economy is headed for overheat pressures and yields are set to rise, history has shown the most volatile stocks are often winner, he added.\nPaulsen pointed to the below charts of small-cap stocks, cyclical sectors and emerging markets that are “often the winners during periods in which rising yields cause stock market mayhem.”\nThe Leuthold Group\nThe Leuthold Group\nAnd the strategist is among those who do indeed see yields rising.\n“The recent pause in the 10-year yield despite escalating inflation expectations has been puzzling. Moreover, if yields continue to trend sideways or retrace part of their recent advance, defensive investments, including growth stocks, will likely be stock market leaders,” wrote Paulsen.\nHe expects another leg higher for that yield, pushing it above 2%, likely by the end of 2021. And that means “stock investors should heed the bond market’s message and drive a few of those fast ‘cyclical’ stock cars!”\nBitcoin blues and billionaires and taxes\nU.S. stock futuresES00,0.14%NQ00,0.49%YM00,-0.06%are trading mixed, with European stocksSXXP,0.35%flat, while Asian marketspulled back. OilCL.1,-0.92%is slipping, the dollarDXY,0.14%is up and bitcoinBTCUSD,-3.83%and other cryptocurrencies continue to fall. Some note digital assets sagging since the news that U.S. authoritiesmanaged to recover most of the bitcoin usedto pay a ransomware attack on a key energy pipeline.\nOn the data front, the National Federation of Independent Business index fell for the first time this year, ashiring woes hit small-business owners. Still ahead is the trade deficit report and job openings survey.\nMajor global websites including Amazon.com, CNN and Bloomberghave been hit by outageson Tuesday. Shares of FastlyFSLY,+7.17%fell briefly after the cloud platform said it hasidentified a problemand was working on a fix.\nBillionaires including AmazonAMZN,-0.26%Chief Executive Jeff Bezos and Tesla Chief Executive Elon Musk at times have sidestepped federal income taxes,a new report says.\nJerome Guillen, longtime president of TeslaTSLA,+1.01%Heavy Trucking, apparentlyleft the electric-car makerlast week.\nBack in May 2020, a U.S. government report on COVID-19 origins wasurging an investigation into the theorythat it leaked from a Wuhan laboratory.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982793254,"gmtCreate":1667255832478,"gmtModify":1676537884093,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"this is good to hear that.","listText":"this is good to hear that.","text":"this is good to hear that.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982793254","repostId":"1165961334","repostType":2,"repost":{"id":"1165961334","kind":"news","pubTimestamp":1667230185,"share":"https://ttm.financial/m/news/1165961334?lang=en_US&edition=fundamental","pubTime":"2022-10-31 23:29","market":"us","language":"en","title":"Apple: Cut And Sell To The Enthusiastic Buyers","url":"https://stock-news.laohu8.com/highlight/detail?id=1165961334","media":"Seeking Alpha","summary":"SummaryApple bulls have gotten excited over its post-earnings surge. However, we urge investors not ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple bulls have gotten excited over its post-earnings surge. However, we urge investors not to get caught up in what could be a short-term relief rally.</li><li>We parse several red flags in Apple&#39;s &#34;growth&#34; story that investors must consider carefully. These could be structural challenges that suggest AAPL&#39;s valuation is not sustainable.</li><li>We discuss why AAPL&#39;s price action is not constructive for a sustained rally. Therefore, investors should consider taking some exposure off at these levels.</li><li>Revising AAPL from Hold to Sell.</li></ul><h2>Thesis</h2><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>&#39;s FQ4 earnings release saw many loyal Apple fans excited at the Cupertino company&#39;s resilience while its big tech peers faltered.</p><p>However, investors who parsed its earning commentary and segment metrics would have gleaned several red flags that shouldn&#39;t be missed. iPhone was strong as it launched its iPhone 14 series recently. Apple investors are keenly aware that its FQ4 is a seasonally strong quarter due to the timing of its iPhone launch. Hence, we wouldn&#39;t focus too much on how FQ4 performs per se. Instead, we will discuss why we see significant headwinds into the next two quarters that Apple bulls may not have considered carefully relative to Apple&#39;s unsustainable valuation.</p><p>We will pore through forward guidance/commentary on how Apple sees its forward outlook. The market doesn&#39;t focus on past data/releases but on what it anticipates Apple&#39;s forward performances could shape up.</p><p>Our analysis indicates that the post-earnings surge looks increasingly like a move to ensnare traders/Apple bulls into another trap before digesting those gains. Some investors get caught up in pre/post-earnings moves without carefully assessing the price action of their overall price structures. As a result, we maintain our conviction that AAPL&#39;s medium-term uptrend has been lost, which we will address in the article.</p><p>We discuss why AAPL&#39;s valuation at the current levels is unsustainable. Also, it appears to have been de-rated, which is another early warning sign that a steeper fall could be in the works for careless Apple bulls who don&#39;t accord sufficient caution on its valuations.</p><p>Accordingly, we revise our rating on AAPL from Hold to Sell and urge investors to use the rally to cut exposure.</p><h3>Where&#39;s The Follow Through For iPhone?</h3><p><img src=\"https://static.tigerbbs.com/2dd288e8645266ef125527813239263a\" tg-width=\"640\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/>Apple revenue share by product category % (S&amp;P Cap IQ)</p><p>Apple investors should be keenly aware that any serious discussion can never avoid the performance of its three most critical revenue drivers, as seen above.</p><p>There&#39;s little doubt that Mac outperformed in 2022, as its revenue share surged to 12.8% in FQ4. Coupled with iPhone and Services, they accounted for 81.3% of Apple&#39;s FQ4 revenue, down from FQ3&#39;s 81.6%. However, it&#39;s higher than FQ4&#39;21&#39;s revenue share of 79.6% when Mac accounted for 11% of revenue. Hence, we will need to address whether Mac&#39;s outperformance in FQ4 can sustain its growth moving forward.</p><p><img src=\"https://static.tigerbbs.com/7b58e351dfebd1a6aa36497c23b8b011\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>Apple iPhone revenue change % and Mac revenue change % (Company filings)</p><p>With iPhone accounting for 47.3% of FQ4&#39;s revenue base, Apple bulls would have been heartened to know that iPhone revenue grew 9.7%. But that&#39;s miles off last year&#39;s 47% growth. Management attributed the strength in iPhone revenue to the upgraders and switchers, implying that it has continued to gain market share. But, we wouldn&#39;t encourage investors to read too much into FQ4&#39;s numbers for Apple, given its seasonal distortions.</p><p>Notably, we urge investors to consider what FQ1 could look like as Apple enters its first full quarter of iPhone 14 series sales. Management&#39;s forward commentary (not guidance) suggests it sees &#34;year-over-year revenue performance will decelerate during the December quarter [FQ1&#39;23] as compared to the September quarter [FQ4&#39;22].&#34;</p><p>Okay, so here&#39;s what it looks like. Apple&#39;s FQ1&#39;22 iPhone revenue grew by 9.2% YoY. So, iPhone 13 had a pretty solid full quarter of performance, but it still came in below FQ1&#39;21&#39;s 17.2% growth, as seen above.</p><p>Note that Apple&#39;s FQ4&#39;22 overall revenue grew by 8.1% YoY. Hence, it suggests that iPhone&#39;s revenue growth would likely continue on a declining trend even as it gains share against its competitors. As a result, we believe it will continue to get harder for Apple to outperform.</p><p>Meanwhile, Mac&#39;s performance is unsustainable. Apple has outperformed its Windows peers by posting a remarkable 25.4% growth in Mac revenue in FQ4. However, management&#39;s commentary suggests that &#34;Mac revenue to decline substantially year-over-year during the December quarter [FQ1&#39;23].&#34;</p><p>As a reminder, Mac delivered $10.9B in revenue for FQ1&#39;22, up 25.6% YoY. Hence, that tailwind from Mac is presumably gone. Therefore, it suggests that Apple is not immune to the significant consumer electronics headwinds that have impacted the PC market. Apple&#39;s commentary suggests that it sees these headwinds to continue. Supply chain sources indicate that inventory digestion in the PC channel could continue till H2&#39;23. But that&#39;s inventory digestion. Recovery of demand is another matter.</p><p>In a recent commentary, Bloomberg&#39;s Mark Gurman highlighted that Apple could be ready for its MacBook launch with new M2 chips on TSMC&#39;s (TSM) 3nm process nodes in early 2023. Therefore, Apple could be looking to juice its Mac segment in time for FQ3&#39;s reporting. We will see how that goes, but we assess that investors shouldn&#39;t place too much emphasis on expecting Mac to lead again in the near term.</p><h3>What About Services?</h3><p>Before investors get overly excited about the recent price hike in Apple&#39;s subscriptions, Loup Ventures&#39; estimates indicate a 1% accretion to net income &#34;over the next year.&#34; Of course, Apple&#39;s ability to boost prices is often taken for granted but is an outcome of its competitive moat built up over time. However, we wouldn&#39;t get too excited over a 1% boost for now, as AAPL shares are priced at a marked premium.</p><p><img src=\"https://static.tigerbbs.com/401f119f3363941ae70a638803c86be9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>Apple services revenue change % (Company filings)</p><p>Services grew by 5% YoY in FQ4, continuing a downward trend that topped out in FQ3&#39;21, as seen above. Hence, is it going to bottom out eventually? Nothing falls in a straight line. But maybe not in the near term.</p><p>Management&#39;s commentary suggests that Services could continue to come under pressure due to significant macro challenges, including forex. However, we urge investors to consider forex tailwinds/headwinds as one package. For companies with substantial global exposure, it&#39;s just part and parcel of doing business. It&#39;s inherent in the business model. When did people complain about forex being a tailwind previously? We don&#39;t recall if there was any.</p><p>So, Apple&#39;s most important growth driver could be undergoing a structural slowdown even if its bottoms out subsequently. So what&#39;s next in line? If you buy Apple for &#34;optionality,&#34; you can consider the following, as highlighted by Loup Ventures&#39;s Gene Munster:</p><p>Apple has growth optionality within three potential addressable markets that I’ve talked about before. This includes health, AR, and auto. One of these three opportunities will likely come to fruition and set up the company for another decade of solid performance. - Loup Ventures</p><p>For now, we focus on what we can see. Why? AAPL is not cheap. It&#39;s too expensive to buy just for optionality.</p><h3>Is AAPL Stock A Buy, Sell, Or Hold?</h3><p><img src=\"https://static.tigerbbs.com/6b84c8068257bfa0618e5a5da91ad8de\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/>AAPL NTM EBITDA multiples valuation trend (koyfin)</p><p>AAPL last traded at an NTM EBITDA multiple of 18.7x, well above its 10Y mean of 11x. Also, note that AAPL has been unable to gain momentum above the two standard deviation zone over its 10Y mean.</p><p>Hence, the market has seemingly &#34;refused&#34; to follow AAPL bulls on their optimism that AAPL deserves to be rated at a significant premium against the market and its peers.</p><p><img src=\"https://static.tigerbbs.com/4f139c454009f7ac5479bf7f017902f6\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>AAPL Forward EBITDA multiples consensus estimates (S&amp;P Cap IQ)</p><p>Based on its forward EBITDA multiples through FY25, it&#39;s clear that Apple is not a growth story. Even the bullish Street analysts don&#39;t think Apple can generate massive profitability growth over the next three years to &#34;bring down&#34; its forward EBITDA multiples.</p><p>We believe the market knows that AAPL is not a growth story. And therefore, its valuation is unsustainable at the current levels.</p><p><img src=\"https://static.tigerbbs.com/e0434014220415fdae1acd42aaadf37a\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/>AAPL price chart (weekly) (TradingView)</p><p>Therefore, we postulate that the easy money in AAPL has already been made. If you jump on the bandwagon now, we assess that the reward-to-risk profile is highly unattractive.</p><p>Note that AAPL has already lost its medium-term bullish bias. It&#39;s not unusual for AAPL to stage a relief rally from an oversold September bottom (yes, the rally already started three weeks ago, not last week). The critical question is where this rally could stall.</p><p>We urge investors to watch for its near-term resistance, annotated in the chart above. Hence, it doesn&#39;t hurt to take some exposure off if you are sitting on massive gains. Given the tech bear market, there are plenty of alternatives to choose from.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Cut And Sell To The Enthusiastic Buyers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Cut And Sell To The Enthusiastic Buyers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4551058-apple-q4-earnings-cut-sell-to-enthusiastic-buyers><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple bulls have gotten excited over its post-earnings surge. However, we urge investors not to get caught up in what could be a short-term relief rally.We parse several red flags in Apple's \"...</p>\n\n<a href=\"https://seekingalpha.com/article/4551058-apple-q4-earnings-cut-sell-to-enthusiastic-buyers\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4551058-apple-q4-earnings-cut-sell-to-enthusiastic-buyers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165961334","content_text":"SummaryApple bulls have gotten excited over its post-earnings surge. However, we urge investors not to get caught up in what could be a short-term relief rally.We parse several red flags in Apple's \"growth\" story that investors must consider carefully. These could be structural challenges that suggest AAPL's valuation is not sustainable.We discuss why AAPL's price action is not constructive for a sustained rally. Therefore, investors should consider taking some exposure off at these levels.Revising AAPL from Hold to Sell.ThesisApple Inc.'s FQ4 earnings release saw many loyal Apple fans excited at the Cupertino company's resilience while its big tech peers faltered.However, investors who parsed its earning commentary and segment metrics would have gleaned several red flags that shouldn't be missed. iPhone was strong as it launched its iPhone 14 series recently. Apple investors are keenly aware that its FQ4 is a seasonally strong quarter due to the timing of its iPhone launch. Hence, we wouldn't focus too much on how FQ4 performs per se. Instead, we will discuss why we see significant headwinds into the next two quarters that Apple bulls may not have considered carefully relative to Apple's unsustainable valuation.We will pore through forward guidance/commentary on how Apple sees its forward outlook. The market doesn't focus on past data/releases but on what it anticipates Apple's forward performances could shape up.Our analysis indicates that the post-earnings surge looks increasingly like a move to ensnare traders/Apple bulls into another trap before digesting those gains. Some investors get caught up in pre/post-earnings moves without carefully assessing the price action of their overall price structures. As a result, we maintain our conviction that AAPL's medium-term uptrend has been lost, which we will address in the article.We discuss why AAPL's valuation at the current levels is unsustainable. Also, it appears to have been de-rated, which is another early warning sign that a steeper fall could be in the works for careless Apple bulls who don't accord sufficient caution on its valuations.Accordingly, we revise our rating on AAPL from Hold to Sell and urge investors to use the rally to cut exposure.Where's The Follow Through For iPhone?Apple revenue share by product category % (S&P Cap IQ)Apple investors should be keenly aware that any serious discussion can never avoid the performance of its three most critical revenue drivers, as seen above.There's little doubt that Mac outperformed in 2022, as its revenue share surged to 12.8% in FQ4. Coupled with iPhone and Services, they accounted for 81.3% of Apple's FQ4 revenue, down from FQ3's 81.6%. However, it's higher than FQ4'21's revenue share of 79.6% when Mac accounted for 11% of revenue. Hence, we will need to address whether Mac's outperformance in FQ4 can sustain its growth moving forward.Apple iPhone revenue change % and Mac revenue change % (Company filings)With iPhone accounting for 47.3% of FQ4's revenue base, Apple bulls would have been heartened to know that iPhone revenue grew 9.7%. But that's miles off last year's 47% growth. Management attributed the strength in iPhone revenue to the upgraders and switchers, implying that it has continued to gain market share. But, we wouldn't encourage investors to read too much into FQ4's numbers for Apple, given its seasonal distortions.Notably, we urge investors to consider what FQ1 could look like as Apple enters its first full quarter of iPhone 14 series sales. Management's forward commentary (not guidance) suggests it sees \"year-over-year revenue performance will decelerate during the December quarter [FQ1'23] as compared to the September quarter [FQ4'22].\"Okay, so here's what it looks like. Apple's FQ1'22 iPhone revenue grew by 9.2% YoY. So, iPhone 13 had a pretty solid full quarter of performance, but it still came in below FQ1'21's 17.2% growth, as seen above.Note that Apple's FQ4'22 overall revenue grew by 8.1% YoY. Hence, it suggests that iPhone's revenue growth would likely continue on a declining trend even as it gains share against its competitors. As a result, we believe it will continue to get harder for Apple to outperform.Meanwhile, Mac's performance is unsustainable. Apple has outperformed its Windows peers by posting a remarkable 25.4% growth in Mac revenue in FQ4. However, management's commentary suggests that \"Mac revenue to decline substantially year-over-year during the December quarter [FQ1'23].\"As a reminder, Mac delivered $10.9B in revenue for FQ1'22, up 25.6% YoY. Hence, that tailwind from Mac is presumably gone. Therefore, it suggests that Apple is not immune to the significant consumer electronics headwinds that have impacted the PC market. Apple's commentary suggests that it sees these headwinds to continue. Supply chain sources indicate that inventory digestion in the PC channel could continue till H2'23. But that's inventory digestion. Recovery of demand is another matter.In a recent commentary, Bloomberg's Mark Gurman highlighted that Apple could be ready for its MacBook launch with new M2 chips on TSMC's (TSM) 3nm process nodes in early 2023. Therefore, Apple could be looking to juice its Mac segment in time for FQ3's reporting. We will see how that goes, but we assess that investors shouldn't place too much emphasis on expecting Mac to lead again in the near term.What About Services?Before investors get overly excited about the recent price hike in Apple's subscriptions, Loup Ventures' estimates indicate a 1% accretion to net income \"over the next year.\" Of course, Apple's ability to boost prices is often taken for granted but is an outcome of its competitive moat built up over time. However, we wouldn't get too excited over a 1% boost for now, as AAPL shares are priced at a marked premium.Apple services revenue change % (Company filings)Services grew by 5% YoY in FQ4, continuing a downward trend that topped out in FQ3'21, as seen above. Hence, is it going to bottom out eventually? Nothing falls in a straight line. But maybe not in the near term.Management's commentary suggests that Services could continue to come under pressure due to significant macro challenges, including forex. However, we urge investors to consider forex tailwinds/headwinds as one package. For companies with substantial global exposure, it's just part and parcel of doing business. It's inherent in the business model. When did people complain about forex being a tailwind previously? We don't recall if there was any.So, Apple's most important growth driver could be undergoing a structural slowdown even if its bottoms out subsequently. So what's next in line? If you buy Apple for \"optionality,\" you can consider the following, as highlighted by Loup Ventures's Gene Munster:Apple has growth optionality within three potential addressable markets that I’ve talked about before. This includes health, AR, and auto. One of these three opportunities will likely come to fruition and set up the company for another decade of solid performance. - Loup VenturesFor now, we focus on what we can see. Why? AAPL is not cheap. It's too expensive to buy just for optionality.Is AAPL Stock A Buy, Sell, Or Hold?AAPL NTM EBITDA multiples valuation trend (koyfin)AAPL last traded at an NTM EBITDA multiple of 18.7x, well above its 10Y mean of 11x. Also, note that AAPL has been unable to gain momentum above the two standard deviation zone over its 10Y mean.Hence, the market has seemingly \"refused\" to follow AAPL bulls on their optimism that AAPL deserves to be rated at a significant premium against the market and its peers.AAPL Forward EBITDA multiples consensus estimates (S&P Cap IQ)Based on its forward EBITDA multiples through FY25, it's clear that Apple is not a growth story. Even the bullish Street analysts don't think Apple can generate massive profitability growth over the next three years to \"bring down\" its forward EBITDA multiples.We believe the market knows that AAPL is not a growth story. And therefore, its valuation is unsustainable at the current levels.AAPL price chart (weekly) (TradingView)Therefore, we postulate that the easy money in AAPL has already been made. If you jump on the bandwagon now, we assess that the reward-to-risk profile is highly unattractive.Note that AAPL has already lost its medium-term bullish bias. It's not unusual for AAPL to stage a relief rally from an oversold September bottom (yes, the rally already started three weeks ago, not last week). The critical question is where this rally could stall.We urge investors to watch for its near-term resistance, annotated in the chart above. Hence, it doesn't hurt to take some exposure off if you are sitting on massive gains. Given the tech bear market, there are plenty of alternatives to choose from.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187778550,"gmtCreate":1623765522070,"gmtModify":1703818693629,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"like and comment","listText":"like and comment","text":"like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187778550","repostId":"1140629644","repostType":4,"repost":{"id":"1140629644","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623763822,"share":"https://ttm.financial/m/news/1140629644?lang=en_US&edition=fundamental","pubTime":"2021-06-15 21:30","market":"us","language":"zh","title":"Opening: US stocks basically opened flat! Uxin used cars rose more than 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140629644","media":"老虎资讯综合","summary":"6月15日，道琼斯指数开盘上涨18.23点，涨幅0.05%，报34411.98点；纳斯达克综合指数开盘下跌12.71点，跌幅0.09%，报14161.43点；标普500指数开盘上涨0.15点，涨幅0.","content":"<p>On June 15, the Dow Jones index opened up 18.23 points, or 0.05%, to 34,411.98 points; The Nasdaq Composite Index opened down 12.71 points, or 0.09%, to 14,161.43 points; The S&P 500 index opened up 0.15 points, or 0.00%, at 4255.30 points.</p><p><a href=\"https://laohu8.com/S/UXIN\">Youxin</a>Used cars rose more than 12%, after previously announcing a financing transaction of up to $315 million.</p><p><a href=\"https://laohu8.com/S/QD\">Fun shop</a>It fell more than 7%, and Q1 camp records fell sharply.</p><p><a href=\"https://laohu8.com/S/RLX\">Fog Core Technology</a>Falling 2%, U.S. investors questioned the company's exaggerated financial situation and falsely reported potential regulatory risks during the IPO. The company responded that it was groundless.</p><p><a href=\"https://laohu8.com/S/OCGN\">Ocugen</a>Up more than 14%, the company established a production partnership for its production of COVID-19 vaccine COVAXIN in the United States.</p><p><a href=\"https://laohu8.com/S/VRM\">Vroom</a>It fell 6% after announcing plans to issue US $500 million of convertible senior notes due 2026.</p><p><a href=\"https://laohu8.com/S/DKNG\">DraftKings</a>It fell more than 10% and was previously shorted by short-selling agency Hindenburg Research.</p><p><a href=\"https://laohu8.com/S/TRCH\">Torchlight Energy Resources</a>It rose 27% after previously applying for a hybrid storage shelf issuance of up to US $250 million.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>Up 0.4%, the EU and the United States reached an agreement to resolve the trade dispute between Boeing and Airbus.</p><p><a href=\"https://laohu8.com/S/OPGN\">OpGen</a>It rose 12% after the company's CEO and COO bought shares in the company.</p><p><a href=\"https://laohu8.com/S/UBER\">Uber</a>It fell more than 2% after the company submitted a supplement to the prospectus for shareholders to sell 1.3 million shares.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening: US stocks basically opened flat! Uxin used cars rose more than 12%</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nOpening: US stocks basically opened flat! Uxin used cars rose more than 12%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-15 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 15, the Dow Jones index opened up 18.23 points, or 0.05%, to 34,411.98 points; The Nasdaq Composite Index opened down 12.71 points, or 0.09%, to 14,161.43 points; The S&P 500 index opened up 0.15 points, or 0.00%, at 4255.30 points.</p><p><a href=\"https://laohu8.com/S/UXIN\">Youxin</a>Used cars rose more than 12%, after previously announcing a financing transaction of up to $315 million.</p><p><a href=\"https://laohu8.com/S/QD\">Fun shop</a>It fell more than 7%, and Q1 camp records fell sharply.</p><p><a href=\"https://laohu8.com/S/RLX\">Fog Core Technology</a>Falling 2%, U.S. investors questioned the company's exaggerated financial situation and falsely reported potential regulatory risks during the IPO. The company responded that it was groundless.</p><p><a href=\"https://laohu8.com/S/OCGN\">Ocugen</a>Up more than 14%, the company established a production partnership for its production of COVID-19 vaccine COVAXIN in the United States.</p><p><a href=\"https://laohu8.com/S/VRM\">Vroom</a>It fell 6% after announcing plans to issue US $500 million of convertible senior notes due 2026.</p><p><a href=\"https://laohu8.com/S/DKNG\">DraftKings</a>It fell more than 10% and was previously shorted by short-selling agency Hindenburg Research.</p><p><a href=\"https://laohu8.com/S/TRCH\">Torchlight Energy Resources</a>It rose 27% after previously applying for a hybrid storage shelf issuance of up to US $250 million.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>Up 0.4%, the EU and the United States reached an agreement to resolve the trade dispute between Boeing and Airbus.</p><p><a href=\"https://laohu8.com/S/OPGN\">OpGen</a>It rose 12% after the company's CEO and COO bought shares in the company.</p><p><a href=\"https://laohu8.com/S/UBER\">Uber</a>It fell more than 2% after the company submitted a supplement to the prospectus for shareholders to sell 1.3 million shares.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index","UXIN":"优信","OPGN":"OpGen, Inc.",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","VRM":"Vroom, Inc.","DKNG":"DraftKings Inc.","RLX":"雾芯科技","UBER":"优步"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140629644","content_text":"6月15日，道琼斯指数开盘上涨18.23点，涨幅0.05%，报34411.98点；纳斯达克综合指数开盘下跌12.71点，跌幅0.09%，报14161.43点；标普500指数开盘上涨0.15点，涨幅0.00%，报4255.30点。\n优信二手车涨超12%，此前宣布规模高达3.15亿美元的融资交易。\n趣店跌超7%，Q1营收录得大幅下滑。\n雾芯科技跌2%，美投资者质疑该公司在IPO时夸大财务状况并谎报潜在监管风险，公司回应称毫无依据。\nOcugen涨超14%，公司就其在美国生产新冠疫苗COVAXIN建立生产伙伴关系。\nVroom跌6%，此前宣布拟发行5亿美元2026年到期的可转换高级票据。\nDraftKings跌超10%，此前遭沽空机构Hindenburg Research做空。\nTorchlight Energy Resources涨27%，此前申请至多2.5亿美元的混合储架发行。\n波音涨0.4%，欧盟与美国达成协议以解决波音与空客的贸易纠纷。\nOpGen涨12%，此前公司CEO与COO买入公司股份。\nUber跌超2%，此前公司提交了一份股东出售130万股股票的招股说明书补充文件。","news_type":1,"symbols_score_info":{"OPGN":0.9,"RLX":0.9,"UBER":0.9,"VRM":0.9,"DKNG":0.9,".IXIC":0.9,".SPX":0.9,".DJI":0.9,"UXIN":0.9,"TRCH":0.9}},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187779807,"gmtCreate":1623765436309,"gmtModify":1703818688683,"author":{"id":"3585892771405380","authorId":"3585892771405380","name":"feldman","avatar":"https://static.tigerbbs.com/f552903947bc1c432539267262545fd3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3585892771405380","idStr":"3585892771405380"},"themes":[],"htmlText":"like and comment","listText":"like and comment","text":"like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187779807","repostId":"1119444358","repostType":4,"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}