AliHOH personal page - To The Moon

AliHOH

AliHOH

No personal profile

1Follow

1Followers

0Topic

0Badge

2021-08-06

Nice

Li Auto Said Poised to Raise $1.5 Billion in Hong Kong Listing

2021-07-16

Yes apple

Apple In 2025: DCF Model Update

2021-07-06

Apple!

3 Warren Buffett Stocks to Buy in July

2021-07-05

Thanks

Is the Stock Market Open or Closed on Independence Day?

2021-07-04

Okay

Is the stock market closed for the July Fourth holiday? Here’s what you need to know

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":3586345536909932,"uuid":"3586345536909932","gmtCreate":1623251512435,"gmtModify":1625018509299,"name":"AliHOH","pinyin":"alihoh","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/d980ca46ffb3dea5a19352ce472e30fe","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":1,"tweetSize":5,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":"60.12%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":893831351,"gmtCreate":1628253524673,"gmtModify":1703504000241,"author":{"id":"3586345536909932","authorId":"3586345536909932","name":"AliHOH","avatar":"https://static.tigerbbs.com/d980ca46ffb3dea5a19352ce472e30fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":120,"repostSize":0,"link":"https://ttm.financial/post/893831351","repostId":"1177306817","repostType":4,"repost":{"id":"1177306817","pubTimestamp":1628252234,"share":"https://www.laohu8.com/m/news/1177306817?lang=&edition=full","pubTime":"2021-08-06 20:17","market":"us","language":"en","title":"Li Auto Said Poised to Raise $1.5 Billion in Hong Kong Listing","url":"https://stock-news.laohu8.com/highlight/detail?id=1177306817","media":"Bloomberg","summary":"Electric vehicle maker price shares at HK$118 each.\nLi Auto to join XPeng to list in Hong Kong after","content":"<ul>\n <li>Electric vehicle maker price shares at HK$118 each.</li>\n <li>Li Auto to join XPeng to list in Hong Kong after U.S. debuts.</li>\n</ul>\n<p>Chinese electric vehicle makerLi Auto Inc.is set to raise about HK$11.8 billion ($1.5 billion) in its Hong Kong listing as it price the shares at HK$118 apiece.</p>\n<p>The price represents a discount of about 3.2% to Li Auto’s closing price on the Nasdaq on Thursday. The carmaker is selling 100 million shares in its Hong Konglistingand had set a maximum price of HK$150 apiece for the portion reserved for retail investors. One of its American depositary shares is equal to two ordinary shares.</p>\n<p>Pricing isn’t finalized as deliberations are still ongoing, said the people, who asked not to be identified as the discussions are private. A representative for the company didn’t immediately reply to a request for comment.</p>\n<p>Li Auto will be the second U.S.-traded Chinese EV maker to list in Hong Kong after larger rivalXPeng Inc.raised $2.1 billion in a dual primary listing in the city in June. Mainland firms listed stateside have been seeking trading footholds in Hong Kong as a way to hedge against the risk of being delisted from American exchanges as well as broadening their investor base.</p>\n<p>The Hong Kong offering by Li Auto is happening at a tumultuous time for stocks in the city, following a series of moves by Beijing to rein in firms in sectors such as technology and education. The government has also said companies with over 1 million users’ data will need to submit to a cybersecurity review to list overseas.</p>\n<p>Li Auto raised about $1.3 billion in its U.S. initial public offering a year ago. Its shares have traded at more than three times the offer price of $11.50, riding on investor enthusiasm for EV makers. The stock closed at $31.35 on Thursday.</p>\n<p>The company’s shares are set to start trading in Hong Kong on Aug. 12. Goldman Sachs Group Inc. and China International Capital Corp. are joint sponsors for Li Auto’s Hong Kong listing, while UBS Group AG is the financial adviser.</p>","source":"lsy1584095487587","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>Li Auto Said Poised to Raise $1.5 Billion in Hong Kong Listing</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\">\nLi Auto Said Poised to Raise $1.5 Billion in Hong Kong Listing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 20:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-06/li-auto-said-to-guide-pricing-hong-kong-listing-at-hk-118-each><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle maker price shares at HK$118 each.\nLi Auto to join XPeng to list in Hong Kong after U.S. debuts.\n\nChinese electric vehicle makerLi Auto Inc.is set to raise about HK$11.8 billion ($1.5...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-06/li-auto-said-to-guide-pricing-hong-kong-listing-at-hk-118-each\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-06/li-auto-said-to-guide-pricing-hong-kong-listing-at-hk-118-each","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177306817","content_text":"Electric vehicle maker price shares at HK$118 each.\nLi Auto to join XPeng to list in Hong Kong after U.S. debuts.\n\nChinese electric vehicle makerLi Auto Inc.is set to raise about HK$11.8 billion ($1.5 billion) in its Hong Kong listing as it price the shares at HK$118 apiece.\nThe price represents a discount of about 3.2% to Li Auto’s closing price on the Nasdaq on Thursday. The carmaker is selling 100 million shares in its Hong Konglistingand had set a maximum price of HK$150 apiece for the portion reserved for retail investors. One of its American depositary shares is equal to two ordinary shares.\nPricing isn’t finalized as deliberations are still ongoing, said the people, who asked not to be identified as the discussions are private. A representative for the company didn’t immediately reply to a request for comment.\nLi Auto will be the second U.S.-traded Chinese EV maker to list in Hong Kong after larger rivalXPeng Inc.raised $2.1 billion in a dual primary listing in the city in June. Mainland firms listed stateside have been seeking trading footholds in Hong Kong as a way to hedge against the risk of being delisted from American exchanges as well as broadening their investor base.\nThe Hong Kong offering by Li Auto is happening at a tumultuous time for stocks in the city, following a series of moves by Beijing to rein in firms in sectors such as technology and education. The government has also said companies with over 1 million users’ data will need to submit to a cybersecurity review to list overseas.\nLi Auto raised about $1.3 billion in its U.S. initial public offering a year ago. Its shares have traded at more than three times the offer price of $11.50, riding on investor enthusiasm for EV makers. The stock closed at $31.35 on Thursday.\nThe company’s shares are set to start trading in Hong Kong on Aug. 12. Goldman Sachs Group Inc. and China International Capital Corp. are joint sponsors for Li Auto’s Hong Kong listing, while UBS Group AG is the financial adviser.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170810152,"gmtCreate":1626418686676,"gmtModify":1703759796101,"author":{"id":"3586345536909932","authorId":"3586345536909932","name":"AliHOH","avatar":"https://static.tigerbbs.com/d980ca46ffb3dea5a19352ce472e30fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes apple","listText":"Yes apple","text":"Yes apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":61,"repostSize":0,"link":"https://ttm.financial/post/170810152","repostId":"1189921948","repostType":4,"repost":{"id":"1189921948","pubTimestamp":1626414777,"share":"https://www.laohu8.com/m/news/1189921948?lang=&edition=full","pubTime":"2021-07-16 13:52","market":"us","language":"en","title":"Apple In 2025: DCF Model Update","url":"https://stock-news.laohu8.com/highlight/detail?id=1189921948","media":"seekingalpha","summary":"Summary\n\nThis is an update to my Apple revenue and DCF model published about a month ago, taking int","content":"<p><b>Summary</b></p>\n<ul>\n <li>This is an update to my Apple revenue and DCF model published about a month ago, taking into account a recent rumor from Mark Gurman at Bloomberg.</li>\n <li>The rumor is that Apple’s initial iPhone order for 2022 is up 20% from its blowout 2021. This would represent the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.</li>\n <li>Apple’s share price has gotten ahead of its cash flows, and even in this rumor scenario, there is not a lot of fair value upside in the next year.</li>\n <li>My recommendations remain unchanged.</li>\n</ul>\n<p><b>We’re Gonna Need a Bigger Boat</b></p>\n<p>I recently published avery long articleon my long term Apple(NASDAQ:AAPL)thesis. You can be thankful that I am not here to repeat those 7,000 words. Included in the article was a 2025 DCF model with four scenarios. Because of this chart, each scenario assumed iPhone revenue would be down from fiscal 2021’s blowout in 2022 and 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/f7f8aedd681fd593d93dddb8cc729aac\" tg-width=\"640\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p>\n<p>In that chart, you can pretty clearly see the 3-year cycle, with 2015, 2018 and 2021 as the tentpole years. But then Apple rumor millchurned this outon Tuesday this week:</p>\n<p><img src=\"https://static.tigerbbs.com/0a91eb20e82f9598a938e67d8d3a97d4\" tg-width=\"640\" tg-height=\"194\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Bloomberg screenshot</i></p>\n<p>Bloomberg’s Mark Gurman has been a pretty reliable source of Apple gossip, so we should take this as a serious possibility. I am estimating iPhone will surge 37% YoY in fiscal 2021. To bump up another 20% in 2022 would be the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.</p>\n<p>To be clear:</p>\n<ul>\n <li>The specific rumor is that Apple has bumped up their initial order from 75 million to 90 million.</li>\n <li>This is a rumor, albeit from a reliable source, and may not even be true, or be a misinterpretation of other information.</li>\n <li>Even if true, there can be other reasons besides increased anticipated demand for Apple wanting to increase the initial order. For example, they may need capacity or supply for something else in early calendar 2022, and they are pushing forward iPhone production to clear the decks.</li>\n</ul>\n<p>But putting that aside, let’s look at what happens to the DCF and revenue models if iPhone sees a 20% YoY gain in 2022 rather than the -6% drop I was modeling into my best case scenario. The drops in the previous second years of the cycle were -12% in 2016 and -14% in 2019. A 20% increase would be a huge shift from the pattern.</p>\n<p><b>Five Scenarios</b></p>\n<p>Models of the future are generally an expression of the author’s biases with math laid over it. My number one recommendation for consumers of these sorts of things is skepticism and a thorough frisking of assumptions. The recentTesla model from ARK Investmentis a cautionary tale for everyone. There areExcel worksheetson GitHub with the model, and all the major assumptions are modifiable. Each scenario is a separate worksheet.</p>\n<p>Let’s first look at some assumptions common to the original four scenarios:</p>\n<ul>\n <li>iPhone continues to exhibit a 3-year cyclical pattern. Fiscal 2021 is the high year, so 2024 is the next one.</li>\n <li>Legal and regulatory action trims App Store and thus Services growth a little.</li>\n <li>Wearables, etc. remains on its strong growth path on Apple Watch, AirPods, AirTags, and at least one new product category, a VR headset in calendar 2022.</li>\n <li>Mac and iPad return roughly to their pre-pandemic patterns. Like all PC makers, Apple saw abig surgefrom work-from-home.</li>\n <li>Fiscal 2021 is half-reported, so all scenarios assume that it will complete along Apple’s average seasonal pattern from 2016-2019.</li>\n <li>Other assumptions are in the Excel sheets.</li>\n</ul>\n<p>Scenarios:</p>\n<ol>\n <li>Large, had been most optimistic case, but now we have a larger one based on this rumor.</li>\n <li>Medium, my base case.</li>\n <li>Small is what Apple looks like if they come off the growth rates of the last 4-6 years.</li>\n <li>Tiny is the same as Small through 2023, and then we’re going to throw some real problems at Apple.</li>\n <li>Gurman Rumor is the same as Large, but with the new inflated iPhone projections.</li>\n</ol>\n<p>In Medium:</p>\n<ul>\n <li>We’ll model the iPhone cycle with the average growth rates of the 2015 and 2018 cycles.</li>\n <li>Services growth comes off of 2016-2020 trajectory by 2 pp because of legal or regulatory action on App Store.</li>\n <li>The rest, as above.</li>\n</ul>\n<p>Large and Small will, respectively, add and subtract from these growth rates in Medium. In addition, Large assumes:</p>\n<ul>\n <li>Boost in fiscal 2022-2025 for iPhone on 5G adoption.</li>\n <li>Apple Silicon Macs gain Apple some PC market share.</li>\n <li>Apple's AR glasses come out in the middle of fiscal 2025. To be clear, I view that as an unlikely timeline, but it does not have a large effect on the model since it comes 6 months from the end of our interval.</li>\n</ul>\n<p>Tiny is a special event-based scenario where we will throw the two worst plausible scenarios we can at Apple. It starts with a huge reduction in App Store revenues due to antitrust action in the US and Europe at the end of fiscal 2023, and getting kicked out of China at the end of fiscal 2024. The former will be modeled as a sharp downturn in Services revenue in fiscal 2024. The China expulsion will lead to a 15% drop in top line revenue, and a decrease in products gross margin by 5 pp in 2025. I don’t view either of these as particularly likely, but this is the worst it can get.</p>\n<p><b>Apple Stock in 2025</b></p>\n<p>This table summarizes the results of the model scenarios:</p>\n<p><img src=\"https://static.tigerbbs.com/627cf8bb56d0111fd73bb08563552c10\" tg-width=\"640\" tg-height=\"198\" referrerpolicy=\"no-referrer\"></p>\n<p>The interesting result to me is that the Gurman scenario does not boost cash flows and fair value as much as I expected. This is an artifact of the growth of the Services and Wearables, etc. segments, now 30% of all Apple revenue:</p>\n<p><img src=\"https://static.tigerbbs.com/7e7c93e5533b009f089b91803a1f3a2f\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p>Even with iPhone’s extraordinary fiscal 2021, up 37% YoY by my estimate, iPhone was still 53% of Apple’s total net sales, down from 66% in 2015, the peak. While still the biggest thing on Apple’s tables, it is not nearly as important to consolidated Apple’s income statement as it was even 3 years ago, when it was 62% of Apple net sales.</p>\n<p>This chart tracks the growth of fair value over the course of the models.</p>\n<p><img src=\"https://static.tigerbbs.com/71adf9785e904740f3eaae349f1fd8b8\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>The rest of Apple has become so big that even adding $50 billion to 2022 iPhone sales going from the Large scenario to the Gurman Rumor scenario only raises free cash flow and the share price by about 8%. In the end, it represents a 3.1 pp increase in annual fair value appreciation over Large by 2025, but almost 10 pp per year over Medium, which remains my base case until we have a little more clarity on this rumor.</p>\n<p>So the overall conclusion from my original article remains. Likely a lot of the gains of 2021 and 2022 are already baked into Apple’s price, especially since it is up 17% since the original article published in June. Since the beginning of fiscal 2020, Apple share price is up 140%, which has already captured a lot of the cash flow growth. Most likely fiscal 2023 is where we see it break out again.</p>\n<p>But if Gurman’s rumor is correct, the breakout will come sooner, likely after they report Q4 2021 around the end of October, and give us guidance for Q1 2022. If that is much higher than expectations, that will likely represent a new leg up in share price. But Apple share price has appreciated so much already, even in the Gurman Rumor scenario that doesn’t represent a huge change in fair value over Thursday’s close:</p>\n<p><img src=\"https://static.tigerbbs.com/e94838bde5f985f7a186dc7a4bdb1cad\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>So my recommendations remain:</p>\n<ul>\n <li>If your time horizon for Apple is short, now is a good time to take profits.</li>\n <li>But if your time horizon is long like mine, there is no other company with the range of long-term strengths Apple has, and a cash-flow machine which will eventually catch up to the inflated price.</li>\n</ul>\n<p>For more details on those long term strengths and that cash-flow machine, see the original June article.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple In 2025: DCF Model Update</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 In 2025: DCF Model Update\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439401-apple-in-2025-dcf-model-update><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThis is an update to my Apple revenue and DCF model published about a month ago, taking into account a recent rumor from Mark Gurman at Bloomberg.\nThe rumor is that Apple’s initial iPhone ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439401-apple-in-2025-dcf-model-update\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4439401-apple-in-2025-dcf-model-update","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1189921948","content_text":"Summary\n\nThis is an update to my Apple revenue and DCF model published about a month ago, taking into account a recent rumor from Mark Gurman at Bloomberg.\nThe rumor is that Apple’s initial iPhone order for 2022 is up 20% from its blowout 2021. This would represent the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.\nApple’s share price has gotten ahead of its cash flows, and even in this rumor scenario, there is not a lot of fair value upside in the next year.\nMy recommendations remain unchanged.\n\nWe’re Gonna Need a Bigger Boat\nI recently published avery long articleon my long term Apple(NASDAQ:AAPL)thesis. You can be thankful that I am not here to repeat those 7,000 words. Included in the article was a 2025 DCF model with four scenarios. Because of this chart, each scenario assumed iPhone revenue would be down from fiscal 2021’s blowout in 2022 and 2023:\n\nIn that chart, you can pretty clearly see the 3-year cycle, with 2015, 2018 and 2021 as the tentpole years. But then Apple rumor millchurned this outon Tuesday this week:\n\nBloomberg screenshot\nBloomberg’s Mark Gurman has been a pretty reliable source of Apple gossip, so we should take this as a serious possibility. I am estimating iPhone will surge 37% YoY in fiscal 2021. To bump up another 20% in 2022 would be the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.\nTo be clear:\n\nThe specific rumor is that Apple has bumped up their initial order from 75 million to 90 million.\nThis is a rumor, albeit from a reliable source, and may not even be true, or be a misinterpretation of other information.\nEven if true, there can be other reasons besides increased anticipated demand for Apple wanting to increase the initial order. For example, they may need capacity or supply for something else in early calendar 2022, and they are pushing forward iPhone production to clear the decks.\n\nBut putting that aside, let’s look at what happens to the DCF and revenue models if iPhone sees a 20% YoY gain in 2022 rather than the -6% drop I was modeling into my best case scenario. The drops in the previous second years of the cycle were -12% in 2016 and -14% in 2019. A 20% increase would be a huge shift from the pattern.\nFive Scenarios\nModels of the future are generally an expression of the author’s biases with math laid over it. My number one recommendation for consumers of these sorts of things is skepticism and a thorough frisking of assumptions. The recentTesla model from ARK Investmentis a cautionary tale for everyone. There areExcel worksheetson GitHub with the model, and all the major assumptions are modifiable. Each scenario is a separate worksheet.\nLet’s first look at some assumptions common to the original four scenarios:\n\niPhone continues to exhibit a 3-year cyclical pattern. Fiscal 2021 is the high year, so 2024 is the next one.\nLegal and regulatory action trims App Store and thus Services growth a little.\nWearables, etc. remains on its strong growth path on Apple Watch, AirPods, AirTags, and at least one new product category, a VR headset in calendar 2022.\nMac and iPad return roughly to their pre-pandemic patterns. Like all PC makers, Apple saw abig surgefrom work-from-home.\nFiscal 2021 is half-reported, so all scenarios assume that it will complete along Apple’s average seasonal pattern from 2016-2019.\nOther assumptions are in the Excel sheets.\n\nScenarios:\n\nLarge, had been most optimistic case, but now we have a larger one based on this rumor.\nMedium, my base case.\nSmall is what Apple looks like if they come off the growth rates of the last 4-6 years.\nTiny is the same as Small through 2023, and then we’re going to throw some real problems at Apple.\nGurman Rumor is the same as Large, but with the new inflated iPhone projections.\n\nIn Medium:\n\nWe’ll model the iPhone cycle with the average growth rates of the 2015 and 2018 cycles.\nServices growth comes off of 2016-2020 trajectory by 2 pp because of legal or regulatory action on App Store.\nThe rest, as above.\n\nLarge and Small will, respectively, add and subtract from these growth rates in Medium. In addition, Large assumes:\n\nBoost in fiscal 2022-2025 for iPhone on 5G adoption.\nApple Silicon Macs gain Apple some PC market share.\nApple's AR glasses come out in the middle of fiscal 2025. To be clear, I view that as an unlikely timeline, but it does not have a large effect on the model since it comes 6 months from the end of our interval.\n\nTiny is a special event-based scenario where we will throw the two worst plausible scenarios we can at Apple. It starts with a huge reduction in App Store revenues due to antitrust action in the US and Europe at the end of fiscal 2023, and getting kicked out of China at the end of fiscal 2024. The former will be modeled as a sharp downturn in Services revenue in fiscal 2024. The China expulsion will lead to a 15% drop in top line revenue, and a decrease in products gross margin by 5 pp in 2025. I don’t view either of these as particularly likely, but this is the worst it can get.\nApple Stock in 2025\nThis table summarizes the results of the model scenarios:\n\nThe interesting result to me is that the Gurman scenario does not boost cash flows and fair value as much as I expected. This is an artifact of the growth of the Services and Wearables, etc. segments, now 30% of all Apple revenue:\n\nEven with iPhone’s extraordinary fiscal 2021, up 37% YoY by my estimate, iPhone was still 53% of Apple’s total net sales, down from 66% in 2015, the peak. While still the biggest thing on Apple’s tables, it is not nearly as important to consolidated Apple’s income statement as it was even 3 years ago, when it was 62% of Apple net sales.\nThis chart tracks the growth of fair value over the course of the models.\n\nThe rest of Apple has become so big that even adding $50 billion to 2022 iPhone sales going from the Large scenario to the Gurman Rumor scenario only raises free cash flow and the share price by about 8%. In the end, it represents a 3.1 pp increase in annual fair value appreciation over Large by 2025, but almost 10 pp per year over Medium, which remains my base case until we have a little more clarity on this rumor.\nSo the overall conclusion from my original article remains. Likely a lot of the gains of 2021 and 2022 are already baked into Apple’s price, especially since it is up 17% since the original article published in June. Since the beginning of fiscal 2020, Apple share price is up 140%, which has already captured a lot of the cash flow growth. Most likely fiscal 2023 is where we see it break out again.\nBut if Gurman’s rumor is correct, the breakout will come sooner, likely after they report Q4 2021 around the end of October, and give us guidance for Q1 2022. If that is much higher than expectations, that will likely represent a new leg up in share price. But Apple share price has appreciated so much already, even in the Gurman Rumor scenario that doesn’t represent a huge change in fair value over Thursday’s close:\n\nSo my recommendations remain:\n\nIf your time horizon for Apple is short, now is a good time to take profits.\nBut if your time horizon is long like mine, there is no other company with the range of long-term strengths Apple has, and a cash-flow machine which will eventually catch up to the inflated price.\n\nFor more details on those long term strengths and that cash-flow machine, see the original June article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154721039,"gmtCreate":1625547008521,"gmtModify":1703743465014,"author":{"id":"3586345536909932","authorId":"3586345536909932","name":"AliHOH","avatar":"https://static.tigerbbs.com/d980ca46ffb3dea5a19352ce472e30fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Apple!","listText":"Apple!","text":"Apple!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/154721039","repostId":"2149533820","repostType":4,"repost":{"id":"2149533820","pubTimestamp":1625535445,"share":"https://www.laohu8.com/m/news/2149533820?lang=&edition=full","pubTime":"2021-07-06 09:37","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2149533820","media":"Motley Fool","summary":"You might call these the legendary investor's \"A-list.\"","content":"<p>Warren Buffett is back to his winning ways. His beloved&nbsp;<b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) lagged well behind the S&amp;P 500 in 2020. However, it's a much better story so far this year with Berkshire's shares up more than 20% -- well ahead of any of the major market indexes.</p>\n<p>It wouldn't be a bad move at all for investors to scoop up shares of Berkshire. However, I think some of Berkshire's holdings that underperformed in the first half of this year are poised to deliver stronger gains. Here are three Buffett stocks to buy in July.</p>\n<p><img src=\"https://static.tigerbbs.com/82ffb7dc12b5585bc26897b86105cb8a\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: The Motley Fool.</p>\n<h2>AbbVie</h2>\n<p>Buffett appeared to be a big fan of big pharma in 2020, buying shares of several large drugmakers.&nbsp;<b>AbbVie</b> (NYSE:ABBV) ranked as <a href=\"https://laohu8.com/S/AONE\">one</a> of his top buys. Berkshire has trimmed its position in AbbVie somewhat but still owns nearly 22.9 million shares.</p>\n<p>My view is that AbbVie is Buffett's best dividend stock by far. It offers a dividend yield of over 4.5%. The company has increased its dividend for 49 consecutive years, a feat that puts it in the upper echelon of dividend stocks.</p>\n<p>Sure, AbbVie will lose U.S. exclusivity for blockbuster drug Humira in 2023. However, the company has several other growth drivers that it thinks will fuel robust overall revenue growth through the rest of this decade after a temporary pause when Humira's sales begin to decline.</p>\n<p>The stock should have at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> potential catalyst on the way in the near future. AbbVie hopes to win European approval for Rinvoq in treating atopic dermatitis in Q3 after receiving a positive recommendation from the Committee for Medicinal Products for Human Use.</p>\n<h2>Amazon.com</h2>\n<p>You could argue that <b>Amazon.com</b> (NASDAQ:AMZN) really isn't a Buffett stock. One of the legendary investor's lieutenants actually picked the stock for Berkshire's portfolio in 2019. However, Buffett has been a longtime fan of Amazon's business and its founder, Jeff Bezos.</p>\n<p>In some respects, Amazon seems like an ideal Buffett stock. The internet giant has a strong moat -- something that the Oracle of Omaha has always prized. It also generates a high return on equity, another big plus in Buffett's eyes.</p>\n<p>Both of these are good reasons to consider buying Amazon stock. I'd put the company's growth prospects even higher on the list, though.</p>\n<p>You might not think Amazon would have a lot of growth opportunities in e-commerce considering how dominant it already is. But online sales made up only 13.4% of total retail sales in the U.S. during the first quarter of 2021.</p>\n<p>Amazon has even better avenues for growth with its AWS cloud unit and its forays into other markets. I especially look for the company to gain traction in the healthcare sector with its pharmacy and telehealth businesses.</p>\n<h2>Apple</h2>\n<p>Last, but not least, on the \"A-list\" of Buffett stocks to buy in July (each stock begins with the letter \"A\") is <b>Apple</b> (NASDAQ:AAPL). Actually, Apple should have arguably been first on the list. It's Berkshire's single biggest equity holding. Buffett has even referred to Apple as \"probably the best business I know in the world.\"</p>\n<p>I wouldn't argue with Buffett on that point. Apple recently reclaimed its throne as the world's most valuable brand (knocking Amazon out of the top spot). The company's customers remain intensely loyal.</p>\n<p>Apple continues to provide good reasons for consumers to stay in its ecosystem. Sales of its 5G-enabled iPhones are soaring. This momentum fuels higher sales for many of the company's other products and services, including AirPods and apps on the App Store.</p>\n<p>The future for Apple also looks bright. The company reportedly has a foldable iPhone on the way. It's positioned for success in augmented reality (AR). I expect that Apple will further cement its place as Buffett's favorite -- and make him and other investors a lot more money.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks to Buy in July</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks to Buy in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/05/3-warren-buffett-stocks-to-buy-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett is back to his winning ways. His beloved Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) lagged well behind the S&P 500 in 2020. However, it's a much better story so far this year with ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/05/3-warren-buffett-stocks-to-buy-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/07/05/3-warren-buffett-stocks-to-buy-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149533820","content_text":"Warren Buffett is back to his winning ways. His beloved Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) lagged well behind the S&P 500 in 2020. However, it's a much better story so far this year with Berkshire's shares up more than 20% -- well ahead of any of the major market indexes.\nIt wouldn't be a bad move at all for investors to scoop up shares of Berkshire. However, I think some of Berkshire's holdings that underperformed in the first half of this year are poised to deliver stronger gains. Here are three Buffett stocks to buy in July.\n\nImage source: The Motley Fool.\nAbbVie\nBuffett appeared to be a big fan of big pharma in 2020, buying shares of several large drugmakers. AbbVie (NYSE:ABBV) ranked as one of his top buys. Berkshire has trimmed its position in AbbVie somewhat but still owns nearly 22.9 million shares.\nMy view is that AbbVie is Buffett's best dividend stock by far. It offers a dividend yield of over 4.5%. The company has increased its dividend for 49 consecutive years, a feat that puts it in the upper echelon of dividend stocks.\nSure, AbbVie will lose U.S. exclusivity for blockbuster drug Humira in 2023. However, the company has several other growth drivers that it thinks will fuel robust overall revenue growth through the rest of this decade after a temporary pause when Humira's sales begin to decline.\nThe stock should have at least one potential catalyst on the way in the near future. AbbVie hopes to win European approval for Rinvoq in treating atopic dermatitis in Q3 after receiving a positive recommendation from the Committee for Medicinal Products for Human Use.\nAmazon.com\nYou could argue that Amazon.com (NASDAQ:AMZN) really isn't a Buffett stock. One of the legendary investor's lieutenants actually picked the stock for Berkshire's portfolio in 2019. However, Buffett has been a longtime fan of Amazon's business and its founder, Jeff Bezos.\nIn some respects, Amazon seems like an ideal Buffett stock. The internet giant has a strong moat -- something that the Oracle of Omaha has always prized. It also generates a high return on equity, another big plus in Buffett's eyes.\nBoth of these are good reasons to consider buying Amazon stock. I'd put the company's growth prospects even higher on the list, though.\nYou might not think Amazon would have a lot of growth opportunities in e-commerce considering how dominant it already is. But online sales made up only 13.4% of total retail sales in the U.S. during the first quarter of 2021.\nAmazon has even better avenues for growth with its AWS cloud unit and its forays into other markets. I especially look for the company to gain traction in the healthcare sector with its pharmacy and telehealth businesses.\nApple\nLast, but not least, on the \"A-list\" of Buffett stocks to buy in July (each stock begins with the letter \"A\") is Apple (NASDAQ:AAPL). Actually, Apple should have arguably been first on the list. It's Berkshire's single biggest equity holding. Buffett has even referred to Apple as \"probably the best business I know in the world.\"\nI wouldn't argue with Buffett on that point. Apple recently reclaimed its throne as the world's most valuable brand (knocking Amazon out of the top spot). The company's customers remain intensely loyal.\nApple continues to provide good reasons for consumers to stay in its ecosystem. Sales of its 5G-enabled iPhones are soaring. This momentum fuels higher sales for many of the company's other products and services, including AirPods and apps on the App Store.\nThe future for Apple also looks bright. The company reportedly has a foldable iPhone on the way. It's positioned for success in augmented reality (AR). I expect that Apple will further cement its place as Buffett's favorite -- and make him and other investors a lot more money.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566383987360583","authorId":"3566383987360583","name":"Sohws","avatar":"https://static.tigerbbs.com/820619ac430f3da1496aa96b932f4372","crmLevel":2,"crmLevelSwitch":0},"content":"Yes Apple! Like pls","text":"Yes Apple! Like pls","html":"Yes Apple! Like pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154997006,"gmtCreate":1625466481205,"gmtModify":1703742271351,"author":{"id":"3586345536909932","authorId":"3586345536909932","name":"AliHOH","avatar":"https://static.tigerbbs.com/d980ca46ffb3dea5a19352ce472e30fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/154997006","repostId":"1109703914","repostType":4,"repost":{"id":"1109703914","pubTimestamp":1625464355,"share":"https://www.laohu8.com/m/news/1109703914?lang=&edition=full","pubTime":"2021-07-05 13:52","market":"us","language":"en","title":"Is the Stock Market Open or Closed on Independence Day?","url":"https://stock-news.laohu8.com/highlight/detail?id=1109703914","media":"Thestreet","summary":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.So will the major markets open or close for the holiday?The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.It's one of nine full-closing daysfor the stock market this year.For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading i","content":"<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.</p>\n<p>So will the major markets open or close for the holiday?</p>\n<p>The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.</p>\n<p>It's&nbsp;one of nine full-closing daysfor the stock market this year.</p>\n<p>For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.</p>\n<p>Normal stock-trading hours run 9:30 a.m. to 4 p.m. ET.</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>Is the Stock Market Open or Closed on Independence Day?</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 the Stock Market Open or Closed on Independence Day?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.\nSo will the major markets open or close for the...</p>\n\n<a href=\"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109703914","content_text":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.\nSo will the major markets open or close for the holiday?\nThe New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.\nIt's one of nine full-closing daysfor the stock market this year.\nFor instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.\nNormal stock-trading hours run 9:30 a.m. to 4 p.m. ET.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155076481,"gmtCreate":1625366418643,"gmtModify":1703740816385,"author":{"id":"3586345536909932","authorId":"3586345536909932","name":"AliHOH","avatar":"https://static.tigerbbs.com/d980ca46ffb3dea5a19352ce472e30fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155076481","repostId":"1129944702","repostType":4,"repost":{"id":"1129944702","pubTimestamp":1625364641,"share":"https://www.laohu8.com/m/news/1129944702?lang=&edition=full","pubTime":"2021-07-04 10:10","market":"us","language":"en","title":"Is the stock market closed for the July Fourth holiday? Here’s what you need to know","url":"https://stock-news.laohu8.com/highlight/detail?id=1129944702","media":"MarketWatch","summary":"Independence Day will be observed Monday, but many Americans are taking to the road for a 3-day week","content":"<blockquote>\n <b>Independence Day will be observed Monday, but many Americans are taking to the road for a 3-day weekend.</b>\n</blockquote>\n<p>Independence Day falls on Sunday this year, so U.S. financial markets will be closed on Monday.</p>\n<p>TheNew York Stock Exchangeand theNasdaqshut at the end of regular trade Friday.</p>\n<p>Trading in oil futuresCL.1,-0.05%and other energy products on the New York Mercantile Exchange will resume at its regular time of 6 p.m. Eastern Monday.</p>\n<p>The holiday may feel especially festive this year: after being cooped up for the past year, nearly 44 million Americans are expected to take to the road, even as gas prices hit their highest since 2014 and rental cars remain scarce.</p>\n<p>But there’s still reason to be cautious: public-health officials are nervously watching the new delta variant of COVID-19, whichhas now been found in all 50 states and Washington, D.C.Gatherings of fans for the Euro 2020 football tournament are likely to blame for the resurgence of cases there,the World Health Organization saidThursday.</p>\n<p>Risky July Fourth practices long predate COVID-19, however.The Library of Congressnotes that there were 1,531 deaths between 1903 and 1910 from “fireworks and other incidents during July 4th celebrations.” In 1909, more than 5,000 Americans were injured, leading President Taft to appeal for a “Sane Fourth.”</p>\n<p>There may be some reason to approach financial markets with some caution, as well. All threebenchmark indexes swept to fresh highs Friday, marking the seventh in a row for the S&amp;P 500 indexSPX,+0.75%.</p>\n<p>The S&amp;P, along with the Dow Jones Industrial AverageDJIA,+0.44%and Nasdaq Composite indexCOMP,+0.81%booked their best first half of the year since 2019, according to Dow Jones Market data.</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>Is the stock market closed for the July Fourth holiday? Here’s what you need to know</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 the stock market closed for the July Fourth holiday? Here’s what you need to know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-what-you-need-to-know-about-markets-and-the-july-fourth-u-s-holiday-11625240660?mod=hp_LATEST&adobe_mc=MCMID%3D81959659291108299300573327490633825258%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1625364288&adobe_mc=MCMID%3D81959659291108299300573327490633825258%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1625364294><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Independence Day will be observed Monday, but many Americans are taking to the road for a 3-day weekend.\n\nIndependence Day falls on Sunday this year, so U.S. financial markets will be closed on Monday...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-what-you-need-to-know-about-markets-and-the-july-fourth-u-s-holiday-11625240660?mod=hp_LATEST&adobe_mc=MCMID%3D81959659291108299300573327490633825258%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1625364288&adobe_mc=MCMID%3D81959659291108299300573327490633825258%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1625364294\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/heres-what-you-need-to-know-about-markets-and-the-july-fourth-u-s-holiday-11625240660?mod=hp_LATEST&adobe_mc=MCMID%3D81959659291108299300573327490633825258%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1625364288&adobe_mc=MCMID%3D81959659291108299300573327490633825258%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1625364294","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129944702","content_text":"Independence Day will be observed Monday, but many Americans are taking to the road for a 3-day weekend.\n\nIndependence Day falls on Sunday this year, so U.S. financial markets will be closed on Monday.\nTheNew York Stock Exchangeand theNasdaqshut at the end of regular trade Friday.\nTrading in oil futuresCL.1,-0.05%and other energy products on the New York Mercantile Exchange will resume at its regular time of 6 p.m. Eastern Monday.\nThe holiday may feel especially festive this year: after being cooped up for the past year, nearly 44 million Americans are expected to take to the road, even as gas prices hit their highest since 2014 and rental cars remain scarce.\nBut there’s still reason to be cautious: public-health officials are nervously watching the new delta variant of COVID-19, whichhas now been found in all 50 states and Washington, D.C.Gatherings of fans for the Euro 2020 football tournament are likely to blame for the resurgence of cases there,the World Health Organization saidThursday.\nRisky July Fourth practices long predate COVID-19, however.The Library of Congressnotes that there were 1,531 deaths between 1903 and 1910 from “fireworks and other incidents during July 4th celebrations.” In 1909, more than 5,000 Americans were injured, leading President Taft to appeal for a “Sane Fourth.”\nThere may be some reason to approach financial markets with some caution, as well. All threebenchmark indexes swept to fresh highs Friday, marking the seventh in a row for the S&P 500 indexSPX,+0.75%.\nThe S&P, along with the Dow Jones Industrial AverageDJIA,+0.44%and Nasdaq Composite indexCOMP,+0.81%booked their best first half of the year since 2019, according to Dow Jones Market data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":893831351,"gmtCreate":1628253524673,"gmtModify":1703504000241,"author":{"id":"3586345536909932","authorId":"3586345536909932","name":"AliHOH","avatar":"https://static.tigerbbs.com/d980ca46ffb3dea5a19352ce472e30fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":120,"repostSize":0,"link":"https://ttm.financial/post/893831351","repostId":"1177306817","repostType":4,"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170810152,"gmtCreate":1626418686676,"gmtModify":1703759796101,"author":{"id":"3586345536909932","authorId":"3586345536909932","name":"AliHOH","avatar":"https://static.tigerbbs.com/d980ca46ffb3dea5a19352ce472e30fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes apple","listText":"Yes apple","text":"Yes apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":61,"repostSize":0,"link":"https://ttm.financial/post/170810152","repostId":"1189921948","repostType":4,"repost":{"id":"1189921948","pubTimestamp":1626414777,"share":"https://www.laohu8.com/m/news/1189921948?lang=&edition=full","pubTime":"2021-07-16 13:52","market":"us","language":"en","title":"Apple In 2025: DCF Model Update","url":"https://stock-news.laohu8.com/highlight/detail?id=1189921948","media":"seekingalpha","summary":"Summary\n\nThis is an update to my Apple revenue and DCF model published about a month ago, taking int","content":"<p><b>Summary</b></p>\n<ul>\n <li>This is an update to my Apple revenue and DCF model published about a month ago, taking into account a recent rumor from Mark Gurman at Bloomberg.</li>\n <li>The rumor is that Apple’s initial iPhone order for 2022 is up 20% from its blowout 2021. This would represent the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.</li>\n <li>Apple’s share price has gotten ahead of its cash flows, and even in this rumor scenario, there is not a lot of fair value upside in the next year.</li>\n <li>My recommendations remain unchanged.</li>\n</ul>\n<p><b>We’re Gonna Need a Bigger Boat</b></p>\n<p>I recently published avery long articleon my long term Apple(NASDAQ:AAPL)thesis. You can be thankful that I am not here to repeat those 7,000 words. Included in the article was a 2025 DCF model with four scenarios. Because of this chart, each scenario assumed iPhone revenue would be down from fiscal 2021’s blowout in 2022 and 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/f7f8aedd681fd593d93dddb8cc729aac\" tg-width=\"640\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p>\n<p>In that chart, you can pretty clearly see the 3-year cycle, with 2015, 2018 and 2021 as the tentpole years. But then Apple rumor millchurned this outon Tuesday this week:</p>\n<p><img src=\"https://static.tigerbbs.com/0a91eb20e82f9598a938e67d8d3a97d4\" tg-width=\"640\" tg-height=\"194\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Bloomberg screenshot</i></p>\n<p>Bloomberg’s Mark Gurman has been a pretty reliable source of Apple gossip, so we should take this as a serious possibility. I am estimating iPhone will surge 37% YoY in fiscal 2021. To bump up another 20% in 2022 would be the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.</p>\n<p>To be clear:</p>\n<ul>\n <li>The specific rumor is that Apple has bumped up their initial order from 75 million to 90 million.</li>\n <li>This is a rumor, albeit from a reliable source, and may not even be true, or be a misinterpretation of other information.</li>\n <li>Even if true, there can be other reasons besides increased anticipated demand for Apple wanting to increase the initial order. For example, they may need capacity or supply for something else in early calendar 2022, and they are pushing forward iPhone production to clear the decks.</li>\n</ul>\n<p>But putting that aside, let’s look at what happens to the DCF and revenue models if iPhone sees a 20% YoY gain in 2022 rather than the -6% drop I was modeling into my best case scenario. The drops in the previous second years of the cycle were -12% in 2016 and -14% in 2019. A 20% increase would be a huge shift from the pattern.</p>\n<p><b>Five Scenarios</b></p>\n<p>Models of the future are generally an expression of the author’s biases with math laid over it. My number one recommendation for consumers of these sorts of things is skepticism and a thorough frisking of assumptions. The recentTesla model from ARK Investmentis a cautionary tale for everyone. There areExcel worksheetson GitHub with the model, and all the major assumptions are modifiable. Each scenario is a separate worksheet.</p>\n<p>Let’s first look at some assumptions common to the original four scenarios:</p>\n<ul>\n <li>iPhone continues to exhibit a 3-year cyclical pattern. Fiscal 2021 is the high year, so 2024 is the next one.</li>\n <li>Legal and regulatory action trims App Store and thus Services growth a little.</li>\n <li>Wearables, etc. remains on its strong growth path on Apple Watch, AirPods, AirTags, and at least one new product category, a VR headset in calendar 2022.</li>\n <li>Mac and iPad return roughly to their pre-pandemic patterns. Like all PC makers, Apple saw abig surgefrom work-from-home.</li>\n <li>Fiscal 2021 is half-reported, so all scenarios assume that it will complete along Apple’s average seasonal pattern from 2016-2019.</li>\n <li>Other assumptions are in the Excel sheets.</li>\n</ul>\n<p>Scenarios:</p>\n<ol>\n <li>Large, had been most optimistic case, but now we have a larger one based on this rumor.</li>\n <li>Medium, my base case.</li>\n <li>Small is what Apple looks like if they come off the growth rates of the last 4-6 years.</li>\n <li>Tiny is the same as Small through 2023, and then we’re going to throw some real problems at Apple.</li>\n <li>Gurman Rumor is the same as Large, but with the new inflated iPhone projections.</li>\n</ol>\n<p>In Medium:</p>\n<ul>\n <li>We’ll model the iPhone cycle with the average growth rates of the 2015 and 2018 cycles.</li>\n <li>Services growth comes off of 2016-2020 trajectory by 2 pp because of legal or regulatory action on App Store.</li>\n <li>The rest, as above.</li>\n</ul>\n<p>Large and Small will, respectively, add and subtract from these growth rates in Medium. In addition, Large assumes:</p>\n<ul>\n <li>Boost in fiscal 2022-2025 for iPhone on 5G adoption.</li>\n <li>Apple Silicon Macs gain Apple some PC market share.</li>\n <li>Apple's AR glasses come out in the middle of fiscal 2025. To be clear, I view that as an unlikely timeline, but it does not have a large effect on the model since it comes 6 months from the end of our interval.</li>\n</ul>\n<p>Tiny is a special event-based scenario where we will throw the two worst plausible scenarios we can at Apple. It starts with a huge reduction in App Store revenues due to antitrust action in the US and Europe at the end of fiscal 2023, and getting kicked out of China at the end of fiscal 2024. The former will be modeled as a sharp downturn in Services revenue in fiscal 2024. The China expulsion will lead to a 15% drop in top line revenue, and a decrease in products gross margin by 5 pp in 2025. I don’t view either of these as particularly likely, but this is the worst it can get.</p>\n<p><b>Apple Stock in 2025</b></p>\n<p>This table summarizes the results of the model scenarios:</p>\n<p><img src=\"https://static.tigerbbs.com/627cf8bb56d0111fd73bb08563552c10\" tg-width=\"640\" tg-height=\"198\" referrerpolicy=\"no-referrer\"></p>\n<p>The interesting result to me is that the Gurman scenario does not boost cash flows and fair value as much as I expected. This is an artifact of the growth of the Services and Wearables, etc. segments, now 30% of all Apple revenue:</p>\n<p><img src=\"https://static.tigerbbs.com/7e7c93e5533b009f089b91803a1f3a2f\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p>\n<p>Even with iPhone’s extraordinary fiscal 2021, up 37% YoY by my estimate, iPhone was still 53% of Apple’s total net sales, down from 66% in 2015, the peak. While still the biggest thing on Apple’s tables, it is not nearly as important to consolidated Apple’s income statement as it was even 3 years ago, when it was 62% of Apple net sales.</p>\n<p>This chart tracks the growth of fair value over the course of the models.</p>\n<p><img src=\"https://static.tigerbbs.com/71adf9785e904740f3eaae349f1fd8b8\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>The rest of Apple has become so big that even adding $50 billion to 2022 iPhone sales going from the Large scenario to the Gurman Rumor scenario only raises free cash flow and the share price by about 8%. In the end, it represents a 3.1 pp increase in annual fair value appreciation over Large by 2025, but almost 10 pp per year over Medium, which remains my base case until we have a little more clarity on this rumor.</p>\n<p>So the overall conclusion from my original article remains. Likely a lot of the gains of 2021 and 2022 are already baked into Apple’s price, especially since it is up 17% since the original article published in June. Since the beginning of fiscal 2020, Apple share price is up 140%, which has already captured a lot of the cash flow growth. Most likely fiscal 2023 is where we see it break out again.</p>\n<p>But if Gurman’s rumor is correct, the breakout will come sooner, likely after they report Q4 2021 around the end of October, and give us guidance for Q1 2022. If that is much higher than expectations, that will likely represent a new leg up in share price. But Apple share price has appreciated so much already, even in the Gurman Rumor scenario that doesn’t represent a huge change in fair value over Thursday’s close:</p>\n<p><img src=\"https://static.tigerbbs.com/e94838bde5f985f7a186dc7a4bdb1cad\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>So my recommendations remain:</p>\n<ul>\n <li>If your time horizon for Apple is short, now is a good time to take profits.</li>\n <li>But if your time horizon is long like mine, there is no other company with the range of long-term strengths Apple has, and a cash-flow machine which will eventually catch up to the inflated price.</li>\n</ul>\n<p>For more details on those long term strengths and that cash-flow machine, see the original June article.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple In 2025: DCF Model Update</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 In 2025: DCF Model Update\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439401-apple-in-2025-dcf-model-update><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThis is an update to my Apple revenue and DCF model published about a month ago, taking into account a recent rumor from Mark Gurman at Bloomberg.\nThe rumor is that Apple’s initial iPhone ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439401-apple-in-2025-dcf-model-update\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4439401-apple-in-2025-dcf-model-update","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1189921948","content_text":"Summary\n\nThis is an update to my Apple revenue and DCF model published about a month ago, taking into account a recent rumor from Mark Gurman at Bloomberg.\nThe rumor is that Apple’s initial iPhone order for 2022 is up 20% from its blowout 2021. This would represent the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.\nApple’s share price has gotten ahead of its cash flows, and even in this rumor scenario, there is not a lot of fair value upside in the next year.\nMy recommendations remain unchanged.\n\nWe’re Gonna Need a Bigger Boat\nI recently published avery long articleon my long term Apple(NASDAQ:AAPL)thesis. You can be thankful that I am not here to repeat those 7,000 words. Included in the article was a 2025 DCF model with four scenarios. Because of this chart, each scenario assumed iPhone revenue would be down from fiscal 2021’s blowout in 2022 and 2023:\n\nIn that chart, you can pretty clearly see the 3-year cycle, with 2015, 2018 and 2021 as the tentpole years. But then Apple rumor millchurned this outon Tuesday this week:\n\nBloomberg screenshot\nBloomberg’s Mark Gurman has been a pretty reliable source of Apple gossip, so we should take this as a serious possibility. I am estimating iPhone will surge 37% YoY in fiscal 2021. To bump up another 20% in 2022 would be the kind of back-to-back performance iPhone hasn’t seen since 2014-2015.\nTo be clear:\n\nThe specific rumor is that Apple has bumped up their initial order from 75 million to 90 million.\nThis is a rumor, albeit from a reliable source, and may not even be true, or be a misinterpretation of other information.\nEven if true, there can be other reasons besides increased anticipated demand for Apple wanting to increase the initial order. For example, they may need capacity or supply for something else in early calendar 2022, and they are pushing forward iPhone production to clear the decks.\n\nBut putting that aside, let’s look at what happens to the DCF and revenue models if iPhone sees a 20% YoY gain in 2022 rather than the -6% drop I was modeling into my best case scenario. The drops in the previous second years of the cycle were -12% in 2016 and -14% in 2019. A 20% increase would be a huge shift from the pattern.\nFive Scenarios\nModels of the future are generally an expression of the author’s biases with math laid over it. My number one recommendation for consumers of these sorts of things is skepticism and a thorough frisking of assumptions. The recentTesla model from ARK Investmentis a cautionary tale for everyone. There areExcel worksheetson GitHub with the model, and all the major assumptions are modifiable. Each scenario is a separate worksheet.\nLet’s first look at some assumptions common to the original four scenarios:\n\niPhone continues to exhibit a 3-year cyclical pattern. Fiscal 2021 is the high year, so 2024 is the next one.\nLegal and regulatory action trims App Store and thus Services growth a little.\nWearables, etc. remains on its strong growth path on Apple Watch, AirPods, AirTags, and at least one new product category, a VR headset in calendar 2022.\nMac and iPad return roughly to their pre-pandemic patterns. Like all PC makers, Apple saw abig surgefrom work-from-home.\nFiscal 2021 is half-reported, so all scenarios assume that it will complete along Apple’s average seasonal pattern from 2016-2019.\nOther assumptions are in the Excel sheets.\n\nScenarios:\n\nLarge, had been most optimistic case, but now we have a larger one based on this rumor.\nMedium, my base case.\nSmall is what Apple looks like if they come off the growth rates of the last 4-6 years.\nTiny is the same as Small through 2023, and then we’re going to throw some real problems at Apple.\nGurman Rumor is the same as Large, but with the new inflated iPhone projections.\n\nIn Medium:\n\nWe’ll model the iPhone cycle with the average growth rates of the 2015 and 2018 cycles.\nServices growth comes off of 2016-2020 trajectory by 2 pp because of legal or regulatory action on App Store.\nThe rest, as above.\n\nLarge and Small will, respectively, add and subtract from these growth rates in Medium. In addition, Large assumes:\n\nBoost in fiscal 2022-2025 for iPhone on 5G adoption.\nApple Silicon Macs gain Apple some PC market share.\nApple's AR glasses come out in the middle of fiscal 2025. To be clear, I view that as an unlikely timeline, but it does not have a large effect on the model since it comes 6 months from the end of our interval.\n\nTiny is a special event-based scenario where we will throw the two worst plausible scenarios we can at Apple. It starts with a huge reduction in App Store revenues due to antitrust action in the US and Europe at the end of fiscal 2023, and getting kicked out of China at the end of fiscal 2024. The former will be modeled as a sharp downturn in Services revenue in fiscal 2024. The China expulsion will lead to a 15% drop in top line revenue, and a decrease in products gross margin by 5 pp in 2025. I don’t view either of these as particularly likely, but this is the worst it can get.\nApple Stock in 2025\nThis table summarizes the results of the model scenarios:\n\nThe interesting result to me is that the Gurman scenario does not boost cash flows and fair value as much as I expected. This is an artifact of the growth of the Services and Wearables, etc. segments, now 30% of all Apple revenue:\n\nEven with iPhone’s extraordinary fiscal 2021, up 37% YoY by my estimate, iPhone was still 53% of Apple’s total net sales, down from 66% in 2015, the peak. While still the biggest thing on Apple’s tables, it is not nearly as important to consolidated Apple’s income statement as it was even 3 years ago, when it was 62% of Apple net sales.\nThis chart tracks the growth of fair value over the course of the models.\n\nThe rest of Apple has become so big that even adding $50 billion to 2022 iPhone sales going from the Large scenario to the Gurman Rumor scenario only raises free cash flow and the share price by about 8%. In the end, it represents a 3.1 pp increase in annual fair value appreciation over Large by 2025, but almost 10 pp per year over Medium, which remains my base case until we have a little more clarity on this rumor.\nSo the overall conclusion from my original article remains. Likely a lot of the gains of 2021 and 2022 are already baked into Apple’s price, especially since it is up 17% since the original article published in June. Since the beginning of fiscal 2020, Apple share price is up 140%, which has already captured a lot of the cash flow growth. Most likely fiscal 2023 is where we see it break out again.\nBut if Gurman’s rumor is correct, the breakout will come sooner, likely after they report Q4 2021 around the end of October, and give us guidance for Q1 2022. If that is much higher than expectations, that will likely represent a new leg up in share price. But Apple share price has appreciated so much already, even in the Gurman Rumor scenario that doesn’t represent a huge change in fair value over Thursday’s close:\n\nSo my recommendations remain:\n\nIf your time horizon for Apple is short, now is a good time to take profits.\nBut if your time horizon is long like mine, there is no other company with the range of long-term strengths Apple has, and a cash-flow machine which will eventually catch up to the inflated price.\n\nFor more details on those long term strengths and that cash-flow machine, see the original June article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154997006,"gmtCreate":1625466481205,"gmtModify":1703742271351,"author":{"id":"3586345536909932","authorId":"3586345536909932","name":"AliHOH","avatar":"https://static.tigerbbs.com/d980ca46ffb3dea5a19352ce472e30fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/154997006","repostId":"1109703914","repostType":4,"repost":{"id":"1109703914","pubTimestamp":1625464355,"share":"https://www.laohu8.com/m/news/1109703914?lang=&edition=full","pubTime":"2021-07-05 13:52","market":"us","language":"en","title":"Is the Stock Market Open or Closed on Independence Day?","url":"https://stock-news.laohu8.com/highlight/detail?id=1109703914","media":"Thestreet","summary":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.So will the major markets open or close for the holiday?The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.It's one of nine full-closing daysfor the stock market this year.For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading i","content":"<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.</p>\n<p>So will the major markets open or close for the holiday?</p>\n<p>The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.</p>\n<p>It's&nbsp;one of nine full-closing daysfor the stock market this year.</p>\n<p>For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.</p>\n<p>Normal stock-trading hours run 9:30 a.m. to 4 p.m. ET.</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>Is the Stock Market Open or Closed on Independence Day?</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 the Stock Market Open or Closed on Independence Day?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.\nSo will the major markets open or close for the...</p>\n\n<a href=\"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109703914","content_text":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.\nSo will the major markets open or close for the holiday?\nThe New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.\nIt's one of nine full-closing daysfor the stock market this year.\nFor instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.\nNormal stock-trading hours run 9:30 a.m. to 4 p.m. ET.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154721039,"gmtCreate":1625547008521,"gmtModify":1703743465014,"author":{"id":"3586345536909932","authorId":"3586345536909932","name":"AliHOH","avatar":"https://static.tigerbbs.com/d980ca46ffb3dea5a19352ce472e30fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Apple!","listText":"Apple!","text":"Apple!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/154721039","repostId":"2149533820","repostType":4,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566383987360583","authorId":"3566383987360583","name":"Sohws","avatar":"https://static.tigerbbs.com/820619ac430f3da1496aa96b932f4372","crmLevel":2,"crmLevelSwitch":0},"content":"Yes Apple! Like pls","text":"Yes Apple! Like pls","html":"Yes Apple! Like pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155076481,"gmtCreate":1625366418643,"gmtModify":1703740816385,"author":{"id":"3586345536909932","authorId":"3586345536909932","name":"AliHOH","avatar":"https://static.tigerbbs.com/d980ca46ffb3dea5a19352ce472e30fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155076481","repostId":"1129944702","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}