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Alice13688
2022-08-07
It is long term value or growth stock. Won't make much profit for short term.
Palantir Q2: Investors Beware
Alice13688
2022-06-12
Baba seem like undervalued But need to hold long term.
Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again
Alice13688
2022-06-07
Good time to buy Nvidia for value investing.
Should You Invest in Nvidia Right Now?
Alice13688
2022-05-23
If really $5, will buy more to DCA.
Palantir Gets Interesting At $5
Alice13688
2022-06-24
Market very soft, better hold the cash and wait to drop further.😅😅😅
Is Now A Good Time To Buy Apple Stock As It Dips?
Alice13688
2022-06-04
Splitting give small investors chance to buy their share.
Amazon Stock Is Splitting to $122, Trading Starts Monday
Alice13688
2022-06-05
Will consider to buy and keep.
NIO: The Ultimate Bottom Has Occurred
Alice13688
2022-06-03
I think this company is a growth stock. Need to hold for long term.
Palantir Is A Buy: Let Me Tell You Why
Alice13688
2022-05-28
I think should buy some when undervalue and do value investing.
Better Buy: Nvidia Stock or Every Nasdaq Stock?
Alice13688
2022-06-12
Airbnb potential growth stock. Potential to growth further after Covid,
3 Unstoppable Growth Stocks to Buy in the Stock Market Sell-Off
Alice13688
2022-06-09
A good company but need to hold long term.
Nvidia Is Heating Up
Alice13688
2022-06-01
Nio is a potential growth stock for long term value investing.
Nio, Salesforce, GameStop, HP, ChargePoint, Tonix: U.S. Stocks To Watch
Alice13688
2022-05-24
It is attractive but I think should on hold as market look like downtrend.
Nvidia Stock Before Earnings: Buy or Sell?
Alice13688
2022-06-27
Hope with new launch products give better earnings to the company. looking forward the next quarterly report.
Apple Readies iPhone 14 and HomePod Upgrade in Flood of New Products
Alice13688
2022-06-20
Wait. I think market still under bear run... wait for cheaper price.
Sorry, the original content has been removed
Alice13688
2022-04-24
Like
Wall Street Thinks Palantir Is Poised for a Comeback. Here's Why
Alice13688
2022-06-25
Cash is king now. I think market still very soft and I will on hold and monitor before enter themarket.
Is Nvidia Stock a Buy Now?
Alice13688
2022-06-06
All potential growth stock which need to keep for long term investment.
5 Growth Stocks That Can Build Generational Wealth by 2040
Alice13688
2022-05-30
Airbnb hope can perform well after COVID lifted as more peoples can travel.
The Best Stocks to Invest $1,000 in Right Now
Alice13688
2022-05-26
I think it is a solid company and potentially growth stock for long term.
3 Things About Apple That Smart Investors Know
Go to Tiger App to see more news
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Won't make much profit for short term. ","listText":"It is long term value or growth stock. Won't make much profit for short term. ","text":"It is long term value or growth stock. Won't make much profit for short term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905619488","repostId":"1166128821","repostType":4,"repost":{"id":"1166128821","kind":"news","pubTimestamp":1659844984,"share":"https://ttm.financial/m/news/1166128821?lang=&edition=fundamental","pubTime":"2022-08-07 12:03","market":"us","language":"en","title":"Palantir Q2: Investors Beware","url":"https://stock-news.laohu8.com/highlight/detail?id=1166128821","media":"Seeking Alpha","summary":"SummaryPalantir will be reporting its Q2 results before markets open on Monday.Its revenue is estima","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir will be reporting its Q2 results before markets open on Monday.</li><li>Its revenue is estimated to be $474.1 million.</li><li>Palantir's government revenue likely to remain subdued on account of lackluster order wins from the US government during the quarter.</li></ul><p>Palantir (NYSE:PLTR) will be releasing its Q2resultsbefore markets open on Monday. The company's management issued an extremely conservative revenue guidance for the quarter, in light of the global macroeconomic uncertainty, and investors are now wondering if there's a possibility of a revenue beat. But in addition to tracking Palantir's top line figure, investors should also track its customer additions, billings growth, segment financials and its management's outlook for Q3. These items, collectively, will highlight Palantir's near-term growth prospects and are likely to determine where its shares head next.</p><p><b>Operating Metrics</b></p><p>There's no denying that Palantir is a rapidly growing company but we've to keep a vigilant eye and check if its financial and operating growth momentums don't fizzle out during these times of macroeconomic uncertainty. For this, we can start by monitoring Palantir's customer additions, which essentially highlights its customer traction and indicates how competitive its platforms really are, in today's time.</p><p>Palantir has been able to expand its commercial customer base at an impressive pace over the past 6 quarters, exactly as I had forecasted in my prior articles like here, by undertaking a slew of initiatives. They rapidly expanded their sales team, offered free/limit trials to major enterprises and switched to a recurring payment model to reduce the inertia amongst its potential customer base. Since these initiatives are still ongoing, I expect them to continue bearing fruit and expect the company's commercial customer base to expand rapidly in the foreseeable future as well.</p><p><img src=\"https://static.tigerbbs.com/cfaddbc06e94e062dc724ff5af6593b7\" tg-width=\"640\" tg-height=\"544\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>However, Palantir seems to have hit a saturation point with regards to its government customer base. Maybe there's geopolitics at play, or maybe there aren't many government agencies in the world that are looking for data analytics solutions from a non-native company that has close ties with the US government. I welcome readers to speculate on the issue. But having said that, there haven't been any major announcements from Palantir to catapult growth in this area so I expect its government customer base to more or less remain flat sequentially.</p><p>Moving on, the customer adds figure alone won't be enough to reveal the entire picture. For instance, a sequentially flat billings figure, while customer growth continues, would imply that either existing customers slashed their spending on Palantir's platforms or its new customers signed up with miniscule contract values. On the other hand, healthy customer and billings growth would imply that Palantir's new and existing customers are in the process of ramping their spending on the company's platforms. A third scenario could be if Palantir's billings and customer growth declines, stagnates, or slows down, which would imply that Palantir has hit a saturation point and its platforms are no longer in vogue. So, pay close attention to Palantir's billings growth once the company reports its Q2 results this coming Monday.</p><p><img src=\"https://static.tigerbbs.com/cfef004ca3e7144d46683d030948280b\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Now, having discussed the operating levers, let's now shift attention to Palantir's financials.</p><p><b>Financial Bifurcation</b></p><p>It's worth noting that Palantir classifies its revenue in two reportable segments, namely commercial and government segments. The commercial segment happens to be the smaller one out of the two, at least in terms of revenue, and amounted to nearly 46% of the company's total sales last quarter.</p><p><img src=\"https://static.tigerbbs.com/c6c26bc211b592883ccfc648d76d754f\" tg-width=\"640\" tg-height=\"545\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Thanks to the rapid commercial customer adds in recent quarters, Palantir's commercial revenue has been growing at a breakneck pace of late and driving growth for the company as a whole. I expect this dynamic to continue in Q2 as well, with commercial revenue growing 10% sequentially and amounting to $225 million during Q2 2022.</p><p>The government segment contributed a little over 54% to Palantir's overall sales last quarter and the revenue stream has been growing at a relatively slower pace. This is, in part, due to the saturation in government customer additions as seen in the first section of this article. If the company's government customer base has saturated, then it's only natural that its government revenue stream would saturate as well.</p><p>What exacerbates the problem is that the inflow of federal government contracts has considerably slowed down in the last 2 quarters. Although Palantir's management noted in their last earnings call that they are "seeing an acceleration of our U.S. government revenue", the ground reality isn't all that encouraging. As it turns out, the dollar-value of new orders signed with various US government agencies during Q2, is up 14% sequentially but still down 48% year over year. This means that even though Palantir has made some progress on this front, there's still a long way to go when compared to the company's own prior history with government contract wins.</p><p><img src=\"https://static.tigerbbs.com/513e837064ffbf5b6adf1084eda3110b\" tg-width=\"640\" tg-height=\"456\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>So, as far as Q2 is concerned, I expect Palantir's government revenue to grow marginally by 3% sequentially, with its revenue figure coming in at approximately $249 million. At this pace, I expect Palantir's commercial revenue to overtake its government revenue and become the leading contributor to the entire company's top line sometime in Q4 2022 or Q1 2023. But coming back to our discussion, this brings us to a company-wide revenue estimate of $474.1 million. My forecast is coincidentally in-line with the Street'sestimatesthat are spanning from $470 million to $475.9 million.</p><p><img src=\"https://static.tigerbbs.com/a64133285cdbea23e36084f025bdfe2b\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>But having said that, pay close attention to Palantir management's revenue and billings outlook for Q3. As companies and government agencies across the globe cut down on spending, Palantir might be affected as well. This could come in the form of order cancellations, deferred contract signings and/or slowing down revenue growth. So, look for management's comments on their growth momentum.</p><p><b>Final Thoughts</b></p><p>Palantir's shares are down 62% from their 52-week highs and they're now attractively valued at current levels. The stock is trading at 14-times its trailing twelve-month sales at the time of this writing, which is more or less in-line with many of the other rapidly growing software infrastructure stocks.</p><p><img src=\"https://static.tigerbbs.com/54f28bcdbe209a2f5851224c7db57676\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>I, personally, expect Palantir to continue growing rapidly in the next 2 years at the very least. The company has compelling platform offerings and it has market validation in the form of rapid commercial customer additions. So, I remain bullish on Palantir. But, at the same time, I would recommend readers and investors to remain vigilant and monitor its customer additions, billings growth, segment financials and its management's outlook for Q3. These items will indicate if Palantir is succumbing to macroeconomic pressures or if its growth momentum remains intact. Good Luck!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Q2: Investors Beware</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\">\nPalantir Q2: Investors Beware\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 12:03 GMT+8 <a href=https://seekingalpha.com/article/4529579-palantir-q2-investors-beware><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir will be reporting its Q2 results before markets open on Monday.Its revenue is estimated to be $474.1 million.Palantir's government revenue likely to remain subdued on account of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4529579-palantir-q2-investors-beware\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4529579-palantir-q2-investors-beware","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166128821","content_text":"SummaryPalantir will be reporting its Q2 results before markets open on Monday.Its revenue is estimated to be $474.1 million.Palantir's government revenue likely to remain subdued on account of lackluster order wins from the US government during the quarter.Palantir (NYSE:PLTR) will be releasing its Q2resultsbefore markets open on Monday. The company's management issued an extremely conservative revenue guidance for the quarter, in light of the global macroeconomic uncertainty, and investors are now wondering if there's a possibility of a revenue beat. But in addition to tracking Palantir's top line figure, investors should also track its customer additions, billings growth, segment financials and its management's outlook for Q3. These items, collectively, will highlight Palantir's near-term growth prospects and are likely to determine where its shares head next.Operating MetricsThere's no denying that Palantir is a rapidly growing company but we've to keep a vigilant eye and check if its financial and operating growth momentums don't fizzle out during these times of macroeconomic uncertainty. For this, we can start by monitoring Palantir's customer additions, which essentially highlights its customer traction and indicates how competitive its platforms really are, in today's time.Palantir has been able to expand its commercial customer base at an impressive pace over the past 6 quarters, exactly as I had forecasted in my prior articles like here, by undertaking a slew of initiatives. They rapidly expanded their sales team, offered free/limit trials to major enterprises and switched to a recurring payment model to reduce the inertia amongst its potential customer base. Since these initiatives are still ongoing, I expect them to continue bearing fruit and expect the company's commercial customer base to expand rapidly in the foreseeable future as well.BusinessQuant.comHowever, Palantir seems to have hit a saturation point with regards to its government customer base. Maybe there's geopolitics at play, or maybe there aren't many government agencies in the world that are looking for data analytics solutions from a non-native company that has close ties with the US government. I welcome readers to speculate on the issue. But having said that, there haven't been any major announcements from Palantir to catapult growth in this area so I expect its government customer base to more or less remain flat sequentially.Moving on, the customer adds figure alone won't be enough to reveal the entire picture. For instance, a sequentially flat billings figure, while customer growth continues, would imply that either existing customers slashed their spending on Palantir's platforms or its new customers signed up with miniscule contract values. On the other hand, healthy customer and billings growth would imply that Palantir's new and existing customers are in the process of ramping their spending on the company's platforms. A third scenario could be if Palantir's billings and customer growth declines, stagnates, or slows down, which would imply that Palantir has hit a saturation point and its platforms are no longer in vogue. So, pay close attention to Palantir's billings growth once the company reports its Q2 results this coming Monday.BusinessQuant.comNow, having discussed the operating levers, let's now shift attention to Palantir's financials.Financial BifurcationIt's worth noting that Palantir classifies its revenue in two reportable segments, namely commercial and government segments. The commercial segment happens to be the smaller one out of the two, at least in terms of revenue, and amounted to nearly 46% of the company's total sales last quarter.BusinessQuant.comThanks to the rapid commercial customer adds in recent quarters, Palantir's commercial revenue has been growing at a breakneck pace of late and driving growth for the company as a whole. I expect this dynamic to continue in Q2 as well, with commercial revenue growing 10% sequentially and amounting to $225 million during Q2 2022.The government segment contributed a little over 54% to Palantir's overall sales last quarter and the revenue stream has been growing at a relatively slower pace. This is, in part, due to the saturation in government customer additions as seen in the first section of this article. If the company's government customer base has saturated, then it's only natural that its government revenue stream would saturate as well.What exacerbates the problem is that the inflow of federal government contracts has considerably slowed down in the last 2 quarters. Although Palantir's management noted in their last earnings call that they are \"seeing an acceleration of our U.S. government revenue\", the ground reality isn't all that encouraging. As it turns out, the dollar-value of new orders signed with various US government agencies during Q2, is up 14% sequentially but still down 48% year over year. This means that even though Palantir has made some progress on this front, there's still a long way to go when compared to the company's own prior history with government contract wins.BusinessQuant.comSo, as far as Q2 is concerned, I expect Palantir's government revenue to grow marginally by 3% sequentially, with its revenue figure coming in at approximately $249 million. At this pace, I expect Palantir's commercial revenue to overtake its government revenue and become the leading contributor to the entire company's top line sometime in Q4 2022 or Q1 2023. But coming back to our discussion, this brings us to a company-wide revenue estimate of $474.1 million. My forecast is coincidentally in-line with the Street'sestimatesthat are spanning from $470 million to $475.9 million.BusinessQuant.comBut having said that, pay close attention to Palantir management's revenue and billings outlook for Q3. As companies and government agencies across the globe cut down on spending, Palantir might be affected as well. This could come in the form of order cancellations, deferred contract signings and/or slowing down revenue growth. So, look for management's comments on their growth momentum.Final ThoughtsPalantir's shares are down 62% from their 52-week highs and they're now attractively valued at current levels. The stock is trading at 14-times its trailing twelve-month sales at the time of this writing, which is more or less in-line with many of the other rapidly growing software infrastructure stocks.BusinessQuant.comI, personally, expect Palantir to continue growing rapidly in the next 2 years at the very least. The company has compelling platform offerings and it has market validation in the form of rapid commercial customer additions. So, I remain bullish on Palantir. But, at the same time, I would recommend readers and investors to remain vigilant and monitor its customer additions, billings growth, segment financials and its management's outlook for Q3. These items will indicate if Palantir is succumbing to macroeconomic pressures or if its growth momentum remains intact. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044315770,"gmtCreate":1656716196490,"gmtModify":1676535880363,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Really bear market and will hold the cash till end of the year before entering the market. ","listText":"Really bear market and will hold the cash till end of the year before entering the market. ","text":"Really bear market and will hold the cash till end of the year before entering the market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044315770","repostId":"1102372049","repostType":4,"repost":{"id":"1102372049","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1656664923,"share":"https://ttm.financial/m/news/1102372049?lang=&edition=fundamental","pubTime":"2022-07-01 16:42","market":"us","language":"en","title":"Tiger Chart | Nvidia, Tesla and Amazon Crashed Over 30% in H1 2022; Energy Was the Only Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=1102372049","media":"Tiger Newspress","summary":"In 2022 H1, it began with spiking cases of COVID-19 due to the Omicron variant, then came Russia - U","content":"<html><head></head><body><p>In 2022 H1, it began with spiking cases of COVID-19 due to the Omicron variant, then came Russia - Ukraine war, decades-high inflation and aggressive interest rate hikes from the Federal Reserve, all three major U.S. stock indexes ended in negative territory, with the S&P 500 declining 20.58%, notching its steepest first-half percentage drop since 1970.</p><p>The Nasdaq had its largest-ever January-June percentage drop tumbling 29.51%, while the Dow suffered its biggest first-half percentage plunge since 1962, crashing 15.31%.</p><p>Meanwhile, VIX soared nearly 67% in H1 2022.</p><p><img src=\"https://static.tigerbbs.com/5815e5fb2947c5dfc11deaac3cc7dfdd\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><b>Energy Sector Was the Only Winner</b></p><p>From the perspective of 11 S&P500 sectors, energy was the only winner with a 23.95% gain, aided by crude prices spiking oversupply concerns due to Russia-Ukraine conflict.</p><p>Meanwhile, five S&P500 sectors fell over 20% in H1 2022, the technology sector was the biggest loser with a 34.01% decline due to the Fed's rate hikes.</p><p><img src=\"https://static.tigerbbs.com/3fc7a7e6e0586095a533d78147d8304d\" tg-width=\"1500\" tg-height=\"1700\" width=\"100%\" height=\"auto\"/>"All year it’s been a tug-of-war between inflation and slowing growth, balancing tightening financial conditions to address inflation concerns but trying to avoid outright panic," said Paul Kim, chief executive officer at Simplify ETFs in New York. "I think we are more than likely already in a recession and right now the only question is how harsh will the recession be?"</p><p>"I think it’s very unlikely that we’ll see a soft landing," Kim added.</p><p><b>Nvidia, Tesla and Amazon Crashed Over 30% in H1 2022 As Recession Fears Rose</b></p><p><img src=\"https://community-static.tradeup.com/news/1c0816c071e146939a083f4f43042ef4\" tg-width=\"1500\" tg-height=\"1700\" width=\"100%\" height=\"auto\"/>Mega-cap companies also experienced a hard time in H1 2022. Nvidia was the biggest loser in the top 10 U.S. companies, tumbling 48.46%; Tesla was kicked out of the $1 trillion clubs after crashing 36.29%, Apple, Microsoft, Alphabet and Amazon slid 20%. However, UnitedHealth and J&J were the winners by rising 2.29% and 3.76%, separately.</p><p>Moreover, Tesla and SpaceX CEO Musk spoke about the possibility of an upcoming recession. He expected the economy to suffer for 12 to 18 months and noted that companies with a negative cash flow needed to fold in order for this to happen so that they can "stop consuming resources."</p><p>Musk himself is feeling the pressure— in early June, he wrote an email to Tesla employees saying he had a "super bad feeling" about the state of the economy and planned to cut 10% of the company's total workforce.</p><p>This week, Chief executive Mark Zuckerberg delivered the news to employees delivering a pointed warning that coincides with a wave of layoffs at Australian startups.</p><p>“If I had to bet, I’d say that this might be one of the worst downturns that we’ve seen in recent history,” said Zuckerberg.</p><p>Meta had initially planned to hire 10,000 new engineers in 2022, Zuckerberg said. In addition to reducing hiring, the company was leaving certain positions unfilled in response to attrition and “turning up the heat” on performance management to weed out staffers unable to meet more aggressive goals, he said. “Realistically, there are probably a bunch of people at the company who shouldn’t be here,” Zuckerberg said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Chart | Nvidia, Tesla and Amazon Crashed Over 30% in H1 2022; Energy Was the Only Winner</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\">\nTiger Chart | Nvidia, Tesla and Amazon Crashed Over 30% in H1 2022; Energy Was the Only Winner\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-01 16:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>In 2022 H1, it began with spiking cases of COVID-19 due to the Omicron variant, then came Russia - Ukraine war, decades-high inflation and aggressive interest rate hikes from the Federal Reserve, all three major U.S. stock indexes ended in negative territory, with the S&P 500 declining 20.58%, notching its steepest first-half percentage drop since 1970.</p><p>The Nasdaq had its largest-ever January-June percentage drop tumbling 29.51%, while the Dow suffered its biggest first-half percentage plunge since 1962, crashing 15.31%.</p><p>Meanwhile, VIX soared nearly 67% in H1 2022.</p><p><img src=\"https://static.tigerbbs.com/5815e5fb2947c5dfc11deaac3cc7dfdd\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><b>Energy Sector Was the Only Winner</b></p><p>From the perspective of 11 S&P500 sectors, energy was the only winner with a 23.95% gain, aided by crude prices spiking oversupply concerns due to Russia-Ukraine conflict.</p><p>Meanwhile, five S&P500 sectors fell over 20% in H1 2022, the technology sector was the biggest loser with a 34.01% decline due to the Fed's rate hikes.</p><p><img src=\"https://static.tigerbbs.com/3fc7a7e6e0586095a533d78147d8304d\" tg-width=\"1500\" tg-height=\"1700\" width=\"100%\" height=\"auto\"/>"All year it’s been a tug-of-war between inflation and slowing growth, balancing tightening financial conditions to address inflation concerns but trying to avoid outright panic," said Paul Kim, chief executive officer at Simplify ETFs in New York. "I think we are more than likely already in a recession and right now the only question is how harsh will the recession be?"</p><p>"I think it’s very unlikely that we’ll see a soft landing," Kim added.</p><p><b>Nvidia, Tesla and Amazon Crashed Over 30% in H1 2022 As Recession Fears Rose</b></p><p><img src=\"https://community-static.tradeup.com/news/1c0816c071e146939a083f4f43042ef4\" tg-width=\"1500\" tg-height=\"1700\" width=\"100%\" height=\"auto\"/>Mega-cap companies also experienced a hard time in H1 2022. Nvidia was the biggest loser in the top 10 U.S. companies, tumbling 48.46%; Tesla was kicked out of the $1 trillion clubs after crashing 36.29%, Apple, Microsoft, Alphabet and Amazon slid 20%. However, UnitedHealth and J&J were the winners by rising 2.29% and 3.76%, separately.</p><p>Moreover, Tesla and SpaceX CEO Musk spoke about the possibility of an upcoming recession. He expected the economy to suffer for 12 to 18 months and noted that companies with a negative cash flow needed to fold in order for this to happen so that they can "stop consuming resources."</p><p>Musk himself is feeling the pressure— in early June, he wrote an email to Tesla employees saying he had a "super bad feeling" about the state of the economy and planned to cut 10% of the company's total workforce.</p><p>This week, Chief executive Mark Zuckerberg delivered the news to employees delivering a pointed warning that coincides with a wave of layoffs at Australian startups.</p><p>“If I had to bet, I’d say that this might be one of the worst downturns that we’ve seen in recent history,” said Zuckerberg.</p><p>Meta had initially planned to hire 10,000 new engineers in 2022, Zuckerberg said. In addition to reducing hiring, the company was leaving certain positions unfilled in response to attrition and “turning up the heat” on performance management to weed out staffers unable to meet more aggressive goals, he said. “Realistically, there are probably a bunch of people at the company who shouldn’t be here,” Zuckerberg said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","BRK.A":"伯克希尔","NVDA":"英伟达","AAPL":"苹果","UNH":"联合健康","VIX":"标普500波动率指数",".SPX":"S&P 500 Index","GOOG":"谷歌","TSLA":"特斯拉","BRK.B":"伯克希尔B","GOOGL":"谷歌A",".DJI":"道琼斯","JNJ":"强生","V":"Visa",".IXIC":"NASDAQ Composite","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102372049","content_text":"In 2022 H1, it began with spiking cases of COVID-19 due to the Omicron variant, then came Russia - Ukraine war, decades-high inflation and aggressive interest rate hikes from the Federal Reserve, all three major U.S. stock indexes ended in negative territory, with the S&P 500 declining 20.58%, notching its steepest first-half percentage drop since 1970.The Nasdaq had its largest-ever January-June percentage drop tumbling 29.51%, while the Dow suffered its biggest first-half percentage plunge since 1962, crashing 15.31%.Meanwhile, VIX soared nearly 67% in H1 2022.Energy Sector Was the Only WinnerFrom the perspective of 11 S&P500 sectors, energy was the only winner with a 23.95% gain, aided by crude prices spiking oversupply concerns due to Russia-Ukraine conflict.Meanwhile, five S&P500 sectors fell over 20% in H1 2022, the technology sector was the biggest loser with a 34.01% decline due to the Fed's rate hikes.\"All year it’s been a tug-of-war between inflation and slowing growth, balancing tightening financial conditions to address inflation concerns but trying to avoid outright panic,\" said Paul Kim, chief executive officer at Simplify ETFs in New York. \"I think we are more than likely already in a recession and right now the only question is how harsh will the recession be?\"\"I think it’s very unlikely that we’ll see a soft landing,\" Kim added.Nvidia, Tesla and Amazon Crashed Over 30% in H1 2022 As Recession Fears RoseMega-cap companies also experienced a hard time in H1 2022. Nvidia was the biggest loser in the top 10 U.S. companies, tumbling 48.46%; Tesla was kicked out of the $1 trillion clubs after crashing 36.29%, Apple, Microsoft, Alphabet and Amazon slid 20%. However, UnitedHealth and J&J were the winners by rising 2.29% and 3.76%, separately.Moreover, Tesla and SpaceX CEO Musk spoke about the possibility of an upcoming recession. He expected the economy to suffer for 12 to 18 months and noted that companies with a negative cash flow needed to fold in order for this to happen so that they can \"stop consuming resources.\"Musk himself is feeling the pressure— in early June, he wrote an email to Tesla employees saying he had a \"super bad feeling\" about the state of the economy and planned to cut 10% of the company's total workforce.This week, Chief executive Mark Zuckerberg delivered the news to employees delivering a pointed warning that coincides with a wave of layoffs at Australian startups.“If I had to bet, I’d say that this might be one of the worst downturns that we’ve seen in recent history,” said Zuckerberg.Meta had initially planned to hire 10,000 new engineers in 2022, Zuckerberg said. In addition to reducing hiring, the company was leaving certain positions unfilled in response to attrition and “turning up the heat” on performance management to weed out staffers unable to meet more aggressive goals, he said. “Realistically, there are probably a bunch of people at the company who shouldn’t be here,” Zuckerberg said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046969741,"gmtCreate":1656290395583,"gmtModify":1676535799286,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Hope with new launch products give better earnings to the company. looking forward the next quarterly report. ","listText":"Hope with new launch products give better earnings to the company. looking forward the next quarterly report. ","text":"Hope with new launch products give better earnings to the company. looking forward the next quarterly report.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046969741","repostId":"1128516530","repostType":4,"repost":{"id":"1128516530","kind":"news","pubTimestamp":1656287189,"share":"https://ttm.financial/m/news/1128516530?lang=&edition=fundamental","pubTime":"2022-06-27 07:46","market":"us","language":"en","title":"Apple Readies iPhone 14 and HomePod Upgrade in Flood of New Products","url":"https://stock-news.laohu8.com/highlight/detail?id=1128516530","media":"Bloomberg","summary":"Apple’s latest software from WWDC sets the stage for a busy fall 2022 and first half of 2023. Also: ","content":"<html><head></head><body><p>Apple’s latest software from WWDC sets the stage for a busy fall 2022 and first half of 2023. Also: A US Apple store votes to unionize for the first time, iOS 16 beta 2 brings needed improvements, and the company hires a designer from a popular air-purifier company.</p><p><b>The Starters</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b84b8690f89de4e53394969b2642c74\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Apple’s in-person WWDC 2022 keynote event.Photographer: David Paul Morris/Bloomberg</span></p><p>Apple Inc.’s Worldwide Developers Conference earlier this month was jam-packed with announcements, including an overhauled iPhone lock screen, two new Macs with the M2 chip, and a revamped multitasking interface for the iPad.</p><p>But more interesting to me is how these changes set the stage for Apple’s next slate of devices. From what I’ve been told, the company is about to embark on one of the most ambitious periods of new products in its history—with the deluge coming between the fall of 2022 and first half of 2023.</p><p>The new products will include four iPhone 14 models, three Apple Watch variations, several Macs with M2 and M3 chips, the company’s first mixed-reality headset, low-end and high-end iPads, updated AirPods Pro earbuds, a fresh HomePod and an upgraded Apple TV.</p><p>The announcements at WWDC give us a bit of a preview of what to expect—including how the new software and hardware will tie together.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b1f20bd40b46640df2379cec3db248c\" tg-width=\"1000\" tg-height=\"562\" width=\"100%\" height=\"auto\"/><span>The iOS 16 lock screen.Source: Apple</span></p><p>Let’s start with the iPhone. The main new feature—as first previewed here before iOS 16 was announced—is the revamped lock screen. The company has been working on this interface for a couple of years, and it makes sense to release it now because the lock screen works hand-in-hand with a new feature on the upcoming iPhone 14 Pro models: an always-on display.</p><p>Like the Apple Watch, the iPhone 14 Pro will be able to show widgets displaying weather, calendars, stocks, activities and other data while the screen remains at a low brightness and frame rate. And there will be a setting—also like the Apple Watch—that keeps sensitive data from appearing on the lock screen for all to see.</p><p>Other new iPhone 14 Pro features include a much-improved front-facing camera, a new rear-camera system that includes a 48-megapixel sensor, thinner bezels, a faster A16 chip, and a redesigned notch with a pill-shaped cutout for Face ID and a hole punch for the camera.</p><p>The Pro phones, code-named D73 and D74, will be the big iPhone story this year, with the non-Pro iPhone 14 models—D27 and D28—generating less excitement. The lower-end phones will stick with the same A15 chip as the iPhone 13, though the 5.4-inch mini size will be replaced with a 6.7-inch model.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d4cbaed372b318b3139974afbea7cb4\" tg-width=\"1000\" tg-height=\"714\" width=\"100%\" height=\"auto\"/><span>The iPadOS 16 and Stage Manager.Source: Apple</span></p><p>All of this year’s new iPhones will continue to use Lightning to charge the battery, but I expect a transition to USB-C to happen in 2023. Speaking of USB-C: A new low-end iPad with an A14 chip and 5G—as first reported by 9to5Mac—is due this fall with that more powerful connector, I’m told.</p><p>I can’t mention the iPad without getting into Stage Manager. Like it or not, this appears to be Apple’s solution to pro users wanting better multitasking capabilities. After trying it on the iPad (and testing it more extensively on a Mac), I’m absolutely not a fan—and I don’t think it solves the problem.</p><p>I do think, however, that it’s a preview of what’s to come from the iPad Pro. I expect Apple to release new 11-inch and 12.9-inch models with M2 chips later this year that work with Stage Manager. They’re code-named J617 and J620. That will let Apple say it has five different iPads that support the interface, versus three today (the current M1 iPad Pros and iPad Air).</p><p>I also expect Apple to release an iPad with a bigger display sometime in the next year or two—between 14 and 15 inches. Stage Manager could make more sense on a device that size.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd389b28e989e1c44916bccd628886db\" tg-width=\"1000\" tg-height=\"661\" width=\"100%\" height=\"auto\"/><span>The M2 MacBook Air.Photographer: David Paul Morris/Bloomberg</span></p><p>The new M2 chip, part of the MacBook Air and 13-inch MacBook Pro announced at WWDC and optimized with macOS Ventura, is also the core of several other products in the pipeline. Those are likely to come in much quicker succession than the M1-based Macs did.</p><p>Here are the M2 Macs I’m told to expect beyond the first two:</p><ul><li>an M2 Mac mini.</li><li>an M2 Pro Mac mini.</li><li>M2 Pro and M2 Max 14-inch and 16-inch MacBook Pros.</li><li>the M2 Ultra and M2 Extreme Mac Pro.</li></ul><p>Outside of the Mac and iPad Pro, there’s another place I expect the M2 to appear: Apple’s mixed-reality headset. I’m told the latest internal incarnations of the device run the base M2 chip along with 16 gigabytes of RAM. And speaking of WWDC, there were plenty of software-related hints there about the headset’s operating system, realityOS, and its features.</p><p>Apple is also already at work on the M2’s successor, the M3, and the company is planning to use that chip as early as next year with updates to the 13-inch MacBook Air code-named J513, a 15-inch MacBook Air known as J515, a new iMac code-named J433 and possibly a 12-inch laptop that’s still in early development.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fff296a85d06de65e85a97bbadc932bf\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>The Apple Watch.Photographer: Brent Lewin/Bloomberg</span></p><p>The other major announcement this year at WWDC was watchOS 9. That update certainly heralds what we can expect from the Apple Watch Series 8 this fall. As I’ve reported, Apple is preparing three new variations: a new low-end SE, a standard Series 8 and a rugged edition aimed at extreme sports.</p><p>For those hoping for a faster chip in this year’s Apple Watch, I’m told the S8 chip will have the same specifications as the S7, which was also the same as the S6. Next year’s models, however, are slated to get an an all-new processor.</p><p>The SE will stick to the screen size of the current model, rather than moving up to the larger Series 7 size. But it may get the same S8 chip as the Series 8, an upgrade from the S5 in the current SE from 2020.</p><p>The software update drops support for the Apple Watch Series 3, so I’d finally expect that model to be discontinued in the fall. The current SE could slide into that Series 3 price point, with the new SE becoming the mid-tier option.</p><p>Changes to workout tracking are some of the biggest enhancements in watchOS. Those upgrades include: multisport workouts, so the watch can automatically move between tracking swimming, biking and running; elevation tracking; training zones; and new running metrics. All of those features seem especially relevant to an extreme sports watch.</p><p>I’d also expect the low-power mode I’ve long discussed as part of watchOS 9 to show up as a new hardware-exclusive feature.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07ac2a927569c96e6abffb53da2d5439\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Apple TV set-top box.Photographer: Nina Riggio/Bloomberg</span></p><p>While Apple didn’t show much love to the software running on the Apple TV and HomePod at its developer conference, there are still some nice upgrades to those products in the works, though a new HomePod is unlikely to arrive until next year.</p><p>The new Apple TV, code-named J255, is in development with an A14 chip and an additional gigabyte of RAM. That compares with the A12 chip announced as part of the 2021 Apple TV last year and could be useful for additional gaming capabilities rolling out in tvOS 16.</p><p>The HomePod, code-named B620, will run the same S8 chip coming to the watches and will be closer to the original HomePod in terms of size and audio performance rather than a new HomePod mini. The new HomePod will have an updated display on top and there’s even been some talk of multi-touch functionality.</p><p>Speaking of audio products, I’m also still expecting new AirPods Pro earbuds with an updated chip and support for higher-quality audio.</p><p><b>The Bench</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9eb0369114b3abdc878946f5e4bf4517\" tg-width=\"1000\" tg-height=\"664\" width=\"100%\" height=\"auto\"/><span>The iOS 16 software update screen.Source: Mark Gurman/Bloomberg</span></p><p><b>The iOS 16 beta 2 arrives with many fixes.</b>The first iOS 16 beta was certainly buggy—as to be expected. My iPhone would constantly overheat and suffer random reboots, and its battery life was probably cut in half. But with the second iOS 16 beta this past week, most of those problems have been resolved. In fact, this new update feels pretty stable for a second beta, which bodes well for the third developer beta and first public beta around the week of July 11.</p><p>In addition to making the iPhone actually usable, the second beta delivered some new features:</p><ul><li>DuoTone and Color Wash filters for personal images, a pinch-to-crop feature and improved controls for setting custom images on the upgraded lock screen. The Astronomy wallpapers can also now show your live location on Earth, and it’s easier to delete lock screens.</li><li>Users with non-5G phones on some carriers will now be able to back up to iCloud over LTE. This feature was available for 5G since iOS 15.</li><li>There are improvements to SMS filtering, and you can now report spam texts to some carriers. That feature has long existed for iMessage.</li><li>If you edit an iMessage sent to a user on software earlier than iOS 16, they will get a second text telling them the message has been edited.</li></ul><p>I’ll be on the lookout for some Stage Manager improvements in beta 3 or beta 4 (hopefully).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ef9bc655508455a5ba3ecb5c00f6273\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>An Apple retail store.Photographer: Gabby Jones/Bloomberg</span></p><p><b>Apple sees its first US retail store unionize.</b> It has finally happened: An Apple retail store voted to join a union—and did so by a wide margin, about 2 to 1. That means pay and other key decisions at the store will require negotiations between the employees’ union representative and Apple corporate. This only affects a store in Towson, Maryland, for now, but many Apple retail employees expect other locations to follow suit.</p><p>Apple was quiet about the move last week, likely wanting to avoid an episode like when Deirdre O’Brien’s anti-union comments leaked to the press. Instead, Apple store managers verbally told staffers that they don’t know (yet) how this will affect operations and that they’re willing to discuss the matter privately.</p><p>Apple isn’t expected to contest the election, and store managers have told staff that it’s fine for them to discuss unions among themselves—though some employees were warned about customers potentially broaching the topic. I’m certain there will be a lot more to say on this subject in the coming days and weeks. In any case, Apple’s retail leaders are in for some discomfort while staffers push for more changes.</p><p><b>Roster Changes</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd7fe377a8c5675ed35cf2255d43a5d6\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>The Molekule air purifier.Photographer: Philip Harvey</span></p><p><b>Apple hires the chief design officer from air-purifier company Molekule.</b>Apple added a new member to its design team:Peter Riering-Czekalla, who previously worked at the upscale air-purifier company Molekule. Riering-Czekalla had the job of chief design officer at Molekule, mimicking Jony Ive, who had the same title at Apple. Before that, he was a design lead at IDEO, where Apple has gone for talent in the past. Given that his last job was making $1,000 aluminum air purifiers as alluring as possible, he could be a perfect fit for Apple.</p></body></html>","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>Apple Readies iPhone 14 and HomePod Upgrade in Flood of New Products</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 Readies iPhone 14 and HomePod Upgrade in Flood of New Products\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 07:46 GMT+8 <a href=https://www.bloomberg.com/news/newsletters/2022-06-26/apple-aapl-plans-iphone-14-apple-watch-series-8-m2-macs-for-2022-and-2023-l4vd5unx?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s latest software from WWDC sets the stage for a busy fall 2022 and first half of 2023. Also: A US Apple store votes to unionize for the first time, iOS 16 beta 2 brings needed improvements, and...</p>\n\n<a href=\"https://www.bloomberg.com/news/newsletters/2022-06-26/apple-aapl-plans-iphone-14-apple-watch-series-8-m2-macs-for-2022-and-2023-l4vd5unx?srnd=premium-asia\">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://www.bloomberg.com/news/newsletters/2022-06-26/apple-aapl-plans-iphone-14-apple-watch-series-8-m2-macs-for-2022-and-2023-l4vd5unx?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128516530","content_text":"Apple’s latest software from WWDC sets the stage for a busy fall 2022 and first half of 2023. Also: A US Apple store votes to unionize for the first time, iOS 16 beta 2 brings needed improvements, and the company hires a designer from a popular air-purifier company.The StartersApple’s in-person WWDC 2022 keynote event.Photographer: David Paul Morris/BloombergApple Inc.’s Worldwide Developers Conference earlier this month was jam-packed with announcements, including an overhauled iPhone lock screen, two new Macs with the M2 chip, and a revamped multitasking interface for the iPad.But more interesting to me is how these changes set the stage for Apple’s next slate of devices. From what I’ve been told, the company is about to embark on one of the most ambitious periods of new products in its history—with the deluge coming between the fall of 2022 and first half of 2023.The new products will include four iPhone 14 models, three Apple Watch variations, several Macs with M2 and M3 chips, the company’s first mixed-reality headset, low-end and high-end iPads, updated AirPods Pro earbuds, a fresh HomePod and an upgraded Apple TV.The announcements at WWDC give us a bit of a preview of what to expect—including how the new software and hardware will tie together.The iOS 16 lock screen.Source: AppleLet’s start with the iPhone. The main new feature—as first previewed here before iOS 16 was announced—is the revamped lock screen. The company has been working on this interface for a couple of years, and it makes sense to release it now because the lock screen works hand-in-hand with a new feature on the upcoming iPhone 14 Pro models: an always-on display.Like the Apple Watch, the iPhone 14 Pro will be able to show widgets displaying weather, calendars, stocks, activities and other data while the screen remains at a low brightness and frame rate. And there will be a setting—also like the Apple Watch—that keeps sensitive data from appearing on the lock screen for all to see.Other new iPhone 14 Pro features include a much-improved front-facing camera, a new rear-camera system that includes a 48-megapixel sensor, thinner bezels, a faster A16 chip, and a redesigned notch with a pill-shaped cutout for Face ID and a hole punch for the camera.The Pro phones, code-named D73 and D74, will be the big iPhone story this year, with the non-Pro iPhone 14 models—D27 and D28—generating less excitement. The lower-end phones will stick with the same A15 chip as the iPhone 13, though the 5.4-inch mini size will be replaced with a 6.7-inch model.The iPadOS 16 and Stage Manager.Source: AppleAll of this year’s new iPhones will continue to use Lightning to charge the battery, but I expect a transition to USB-C to happen in 2023. Speaking of USB-C: A new low-end iPad with an A14 chip and 5G—as first reported by 9to5Mac—is due this fall with that more powerful connector, I’m told.I can’t mention the iPad without getting into Stage Manager. Like it or not, this appears to be Apple’s solution to pro users wanting better multitasking capabilities. After trying it on the iPad (and testing it more extensively on a Mac), I’m absolutely not a fan—and I don’t think it solves the problem.I do think, however, that it’s a preview of what’s to come from the iPad Pro. I expect Apple to release new 11-inch and 12.9-inch models with M2 chips later this year that work with Stage Manager. They’re code-named J617 and J620. That will let Apple say it has five different iPads that support the interface, versus three today (the current M1 iPad Pros and iPad Air).I also expect Apple to release an iPad with a bigger display sometime in the next year or two—between 14 and 15 inches. Stage Manager could make more sense on a device that size.The M2 MacBook Air.Photographer: David Paul Morris/BloombergThe new M2 chip, part of the MacBook Air and 13-inch MacBook Pro announced at WWDC and optimized with macOS Ventura, is also the core of several other products in the pipeline. Those are likely to come in much quicker succession than the M1-based Macs did.Here are the M2 Macs I’m told to expect beyond the first two:an M2 Mac mini.an M2 Pro Mac mini.M2 Pro and M2 Max 14-inch and 16-inch MacBook Pros.the M2 Ultra and M2 Extreme Mac Pro.Outside of the Mac and iPad Pro, there’s another place I expect the M2 to appear: Apple’s mixed-reality headset. I’m told the latest internal incarnations of the device run the base M2 chip along with 16 gigabytes of RAM. And speaking of WWDC, there were plenty of software-related hints there about the headset’s operating system, realityOS, and its features.Apple is also already at work on the M2’s successor, the M3, and the company is planning to use that chip as early as next year with updates to the 13-inch MacBook Air code-named J513, a 15-inch MacBook Air known as J515, a new iMac code-named J433 and possibly a 12-inch laptop that’s still in early development.The Apple Watch.Photographer: Brent Lewin/BloombergThe other major announcement this year at WWDC was watchOS 9. That update certainly heralds what we can expect from the Apple Watch Series 8 this fall. As I’ve reported, Apple is preparing three new variations: a new low-end SE, a standard Series 8 and a rugged edition aimed at extreme sports.For those hoping for a faster chip in this year’s Apple Watch, I’m told the S8 chip will have the same specifications as the S7, which was also the same as the S6. Next year’s models, however, are slated to get an an all-new processor.The SE will stick to the screen size of the current model, rather than moving up to the larger Series 7 size. But it may get the same S8 chip as the Series 8, an upgrade from the S5 in the current SE from 2020.The software update drops support for the Apple Watch Series 3, so I’d finally expect that model to be discontinued in the fall. The current SE could slide into that Series 3 price point, with the new SE becoming the mid-tier option.Changes to workout tracking are some of the biggest enhancements in watchOS. Those upgrades include: multisport workouts, so the watch can automatically move between tracking swimming, biking and running; elevation tracking; training zones; and new running metrics. All of those features seem especially relevant to an extreme sports watch.I’d also expect the low-power mode I’ve long discussed as part of watchOS 9 to show up as a new hardware-exclusive feature.Apple TV set-top box.Photographer: Nina Riggio/BloombergWhile Apple didn’t show much love to the software running on the Apple TV and HomePod at its developer conference, there are still some nice upgrades to those products in the works, though a new HomePod is unlikely to arrive until next year.The new Apple TV, code-named J255, is in development with an A14 chip and an additional gigabyte of RAM. That compares with the A12 chip announced as part of the 2021 Apple TV last year and could be useful for additional gaming capabilities rolling out in tvOS 16.The HomePod, code-named B620, will run the same S8 chip coming to the watches and will be closer to the original HomePod in terms of size and audio performance rather than a new HomePod mini. The new HomePod will have an updated display on top and there’s even been some talk of multi-touch functionality.Speaking of audio products, I’m also still expecting new AirPods Pro earbuds with an updated chip and support for higher-quality audio.The BenchThe iOS 16 software update screen.Source: Mark Gurman/BloombergThe iOS 16 beta 2 arrives with many fixes.The first iOS 16 beta was certainly buggy—as to be expected. My iPhone would constantly overheat and suffer random reboots, and its battery life was probably cut in half. But with the second iOS 16 beta this past week, most of those problems have been resolved. In fact, this new update feels pretty stable for a second beta, which bodes well for the third developer beta and first public beta around the week of July 11.In addition to making the iPhone actually usable, the second beta delivered some new features:DuoTone and Color Wash filters for personal images, a pinch-to-crop feature and improved controls for setting custom images on the upgraded lock screen. The Astronomy wallpapers can also now show your live location on Earth, and it’s easier to delete lock screens.Users with non-5G phones on some carriers will now be able to back up to iCloud over LTE. This feature was available for 5G since iOS 15.There are improvements to SMS filtering, and you can now report spam texts to some carriers. That feature has long existed for iMessage.If you edit an iMessage sent to a user on software earlier than iOS 16, they will get a second text telling them the message has been edited.I’ll be on the lookout for some Stage Manager improvements in beta 3 or beta 4 (hopefully).An Apple retail store.Photographer: Gabby Jones/BloombergApple sees its first US retail store unionize. It has finally happened: An Apple retail store voted to join a union—and did so by a wide margin, about 2 to 1. That means pay and other key decisions at the store will require negotiations between the employees’ union representative and Apple corporate. This only affects a store in Towson, Maryland, for now, but many Apple retail employees expect other locations to follow suit.Apple was quiet about the move last week, likely wanting to avoid an episode like when Deirdre O’Brien’s anti-union comments leaked to the press. Instead, Apple store managers verbally told staffers that they don’t know (yet) how this will affect operations and that they’re willing to discuss the matter privately.Apple isn’t expected to contest the election, and store managers have told staff that it’s fine for them to discuss unions among themselves—though some employees were warned about customers potentially broaching the topic. I’m certain there will be a lot more to say on this subject in the coming days and weeks. In any case, Apple’s retail leaders are in for some discomfort while staffers push for more changes.Roster ChangesThe Molekule air purifier.Photographer: Philip HarveyApple hires the chief design officer from air-purifier company Molekule.Apple added a new member to its design team:Peter Riering-Czekalla, who previously worked at the upscale air-purifier company Molekule. Riering-Czekalla had the job of chief design officer at Molekule, mimicking Jony Ive, who had the same title at Apple. Before that, he was a design lead at IDEO, where Apple has gone for talent in the past. Given that his last job was making $1,000 aluminum air purifiers as alluring as possible, he could be a perfect fit for Apple.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048064185,"gmtCreate":1656119987447,"gmtModify":1676535770951,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Cash is king now. I think market still very soft and I will on hold and monitor before enter themarket. ","listText":"Cash is king now. I think market still very soft and I will on hold and monitor before enter themarket. ","text":"Cash is king now. I think market still very soft and I will on hold and monitor before enter themarket.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048064185","repostId":"1122272925","repostType":4,"repost":{"id":"1122272925","kind":"news","pubTimestamp":1656083875,"share":"https://ttm.financial/m/news/1122272925?lang=&edition=fundamental","pubTime":"2022-06-24 23:17","market":"us","language":"en","title":"Is Nvidia Stock a Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1122272925","media":"Motley Fool","summary":"Nvidia could face some upcoming bumps in the road.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>A recession might hurt the semiconductor industry.</li><li>But Nvidia is a market leader with significant long-term growth opportunities.</li><li>Buying the stock during a time of weakness could position long-term investors for solid gains.</li></ul><p>Semiconductor company <b>Nvidia</b> has had a rough year, falling more than 50% from its high as volatility continues to shake Wall Street.</p><p>Worries over a potential recession could further pressure shares; semiconductors have traditionally been an industry of booms and busts.</p><p>It might <i>feel</i> wrong, but here's why leaning into the uncertainty rather than avoiding it could prove lucrative for Nvidia investors in the long run.</p><p><b>Short-term industry challenges?</b></p><p>Nvidia is the market leader in discrete graphics processing units (GPUs), which are used heavily in specific applications like gaming, cryptocurrency mining, artificial intelligence (AI), and others where high computing power is needed.</p><p>There's increasing talk about a potential recession, which could mean less consumer spending and less demand for semiconductors. There's already an ongoing bear market in cryptocurrency, which could discourage people from investing in the GPUs and other resources needed for mining.</p><p>Nvidia guided for solid fiscal 2023 second-quarter performance, calling for $8.1 billion in revenue, a 24% year-over-year increase. The fiscal 2023 first quarter ended May 1, so the second quarter will cover May through July; investors will want to pay close attention to management's guidance for the next quarter. It could provide a good look at how management expects the business to perform in the fall if the economy does slow down in the coming months.</p><p><b>Long-term opportunities remain intact</b></p><p>It's possible that a recession does come, and Nvidia's growth will slow. But this is where having a long-term time horizon can be an investor's superpower. You don't need to worry about the short-term ups and downs of the industry; you can focus on the big picture.</p><p>The long-term need for semiconductors figures to rise dramatically over time. Research firm McKinsey estimates that the global market for semiconductors could grow from $600 billion to $1 trillion by 2030.</p><p>AI could play a big part in this demand. Emerging technologies like autonomous vehicles, digital-world creation, and edge computing require computing power on site and in data centers to support the immense loads of information generated.</p><p>Nvidia's data center business ended fiscal 2022 on a $13 billion revenue pace, up from just $5 billion two years prior. The company was the world's market leader in discrete GPUs (meaning dedicated GPUs instead of ones being built into the computer processor) at 83% in 2021.</p><p>Nvidia could capture much of this industry growth and has built an extensive ecosystem to protect its market share. It's developed a full stack for AI, providing the GPU hardware, software, and developer tools for a turnkey system to create AI technologies on top of Nvidia's products.</p><p>What does all of this mean? The semiconductor market might hit the occasional bump, but Nvidia is still poised to grow over the years ahead. Semiconductors are the building blocks of technology, and the world will only need more as time goes on.</p><p><b>Buying into the pain</b></p><p>Understandably, people typically hate buying when stocks go down; it can feel painful and only worsen if the stock keeps falling after you buy. Nobody knows what a stock will do tomorrow.</p><p>But isn't a falling share price good if you're optimistic about the company's long-term direction? It's like getting something on sale; you should embrace the market's discount.</p><p>Below, you can see Nvidia's price-to-earnings ratio (P/E), which shows you how much you're paying for a piece of Nvidia's profits. People were happy to pay more than $300 for the stock, despite getting a poor value on their investment. The stock traded at a P/E of about 105 at its peak! The <b>S&P 500</b> historically trades at a P/E of about 15, so Nvidia is very expensive compared to the broader market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a436447e15c410a57b2cd82f5853bef\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>NVDA DATA BY YCHARTS.</span></p><p>But now, the stock's valuation has fallen dramatically to a P/E of 42, its lowest since late 2019. Analysts expect Nvidia to grow earnings per share (EPS) by an average of 16% annually over the next three to five years, a slowdown from the 43% rate it averaged over the previous five years.</p><p>It's hard to call Nvidia a <i>bargain</i> with that in mind, but as the market leader in discrete GPUs, growth could accelerate during the next market cycle for semiconductors. Buying cyclical companies during moments of weakness can be a great way to position your portfolio for long-term rewards.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nvidia Stock a Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nvidia Stock a Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 23:17 GMT+8 <a href=https://www.fool.com/investing/2022/06/22/is-nvidia-stock-a-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSA recession might hurt the semiconductor industry.But Nvidia is a market leader with significant long-term growth opportunities.Buying the stock during a time of weakness could position long...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/22/is-nvidia-stock-a-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/06/22/is-nvidia-stock-a-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122272925","content_text":"KEY POINTSA recession might hurt the semiconductor industry.But Nvidia is a market leader with significant long-term growth opportunities.Buying the stock during a time of weakness could position long-term investors for solid gains.Semiconductor company Nvidia has had a rough year, falling more than 50% from its high as volatility continues to shake Wall Street.Worries over a potential recession could further pressure shares; semiconductors have traditionally been an industry of booms and busts.It might feel wrong, but here's why leaning into the uncertainty rather than avoiding it could prove lucrative for Nvidia investors in the long run.Short-term industry challenges?Nvidia is the market leader in discrete graphics processing units (GPUs), which are used heavily in specific applications like gaming, cryptocurrency mining, artificial intelligence (AI), and others where high computing power is needed.There's increasing talk about a potential recession, which could mean less consumer spending and less demand for semiconductors. There's already an ongoing bear market in cryptocurrency, which could discourage people from investing in the GPUs and other resources needed for mining.Nvidia guided for solid fiscal 2023 second-quarter performance, calling for $8.1 billion in revenue, a 24% year-over-year increase. The fiscal 2023 first quarter ended May 1, so the second quarter will cover May through July; investors will want to pay close attention to management's guidance for the next quarter. It could provide a good look at how management expects the business to perform in the fall if the economy does slow down in the coming months.Long-term opportunities remain intactIt's possible that a recession does come, and Nvidia's growth will slow. But this is where having a long-term time horizon can be an investor's superpower. You don't need to worry about the short-term ups and downs of the industry; you can focus on the big picture.The long-term need for semiconductors figures to rise dramatically over time. Research firm McKinsey estimates that the global market for semiconductors could grow from $600 billion to $1 trillion by 2030.AI could play a big part in this demand. Emerging technologies like autonomous vehicles, digital-world creation, and edge computing require computing power on site and in data centers to support the immense loads of information generated.Nvidia's data center business ended fiscal 2022 on a $13 billion revenue pace, up from just $5 billion two years prior. The company was the world's market leader in discrete GPUs (meaning dedicated GPUs instead of ones being built into the computer processor) at 83% in 2021.Nvidia could capture much of this industry growth and has built an extensive ecosystem to protect its market share. It's developed a full stack for AI, providing the GPU hardware, software, and developer tools for a turnkey system to create AI technologies on top of Nvidia's products.What does all of this mean? The semiconductor market might hit the occasional bump, but Nvidia is still poised to grow over the years ahead. Semiconductors are the building blocks of technology, and the world will only need more as time goes on.Buying into the painUnderstandably, people typically hate buying when stocks go down; it can feel painful and only worsen if the stock keeps falling after you buy. Nobody knows what a stock will do tomorrow.But isn't a falling share price good if you're optimistic about the company's long-term direction? It's like getting something on sale; you should embrace the market's discount.Below, you can see Nvidia's price-to-earnings ratio (P/E), which shows you how much you're paying for a piece of Nvidia's profits. People were happy to pay more than $300 for the stock, despite getting a poor value on their investment. The stock traded at a P/E of about 105 at its peak! The S&P 500 historically trades at a P/E of about 15, so Nvidia is very expensive compared to the broader market.NVDA DATA BY YCHARTS.But now, the stock's valuation has fallen dramatically to a P/E of 42, its lowest since late 2019. Analysts expect Nvidia to grow earnings per share (EPS) by an average of 16% annually over the next three to five years, a slowdown from the 43% rate it averaged over the previous five years.It's hard to call Nvidia a bargain with that in mind, but as the market leader in discrete GPUs, growth could accelerate during the next market cycle for semiconductors. Buying cyclical companies during moments of weakness can be a great way to position your portfolio for long-term rewards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041506307,"gmtCreate":1656066841309,"gmtModify":1676535761823,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Market very soft, better hold the cash and wait to drop further.😅😅😅","listText":"Market very soft, better hold the cash and wait to drop further.😅😅😅","text":"Market very soft, better hold the cash and wait to drop further.😅😅😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041506307","repostId":"2245311224","repostType":4,"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049048894,"gmtCreate":1655728502218,"gmtModify":1676535693630,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Wait. I think market still under bear run... wait for cheaper price. ","listText":"Wait. I think market still under bear run... wait for cheaper price. ","text":"Wait. I think market still under bear run... wait for cheaper price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049048894","repostId":"2244493940","repostType":4,"repost":{"id":"2244493940","kind":"highlight","pubTimestamp":1655739300,"share":"https://ttm.financial/m/news/2244493940?lang=&edition=fundamental","pubTime":"2022-06-20 23:35","market":"us","language":"en","title":"Should You Really Buy Stocks Now Or Wait a While Longer?","url":"https://stock-news.laohu8.com/highlight/detail?id=2244493940","media":"Motley Fool","summary":"Some stocks are trading at incredibly low prices.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Investing during a bear market may seem scary -- but this kind of market offers opportunity for long-term investors.</li><li>It’s important to look at each individual company's future prospects and valuation.</li></ul><p>When the stock market is soaring, it's easy to get into the buying mood. That's because we actually see investments bearing fruit right away. Even if some share prices are high, the sheer momentum of the whole market offers us confidence that those prices could climb even higher.</p><p>But when the stock market stumbles, our eagerness to get in on the action may disappear -- and quickly. All at once we ask ourselves how long the downturn will last. We even might doubt the recovery of certain stocks that, in better market conditions, seemed like sure winners.</p><p>This scenario is probably playing out for a lot of us right now. The <b>S&P 500</b> Index slipped into a bear market this week, inflation has been galloping higher, and interest rates are on the rise around the world. Now the question is: Should you really buy stocks right now? Or is it best to wait a while longer? Let's find out.</p><p><b>The advantages of buying now</b></p><p>First, let's talk about the advantages of buying stocks now. A huge one is valuation. Many solid stocks have dropped to incredibly low levels. I'm talking bargain basement.</p><p>For example, high-growth electric-vehicle maker <b>Tesla</b> is trading at 56 times forward earnings estimates -- down from more than 160 just six months ago. That's as measures like return on invested capital and free cash flow are climbing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c79471685dde54defe572e75f5d83a5\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>TSLA PE RATIO (FORWARD) DATA BY YCHARTS.</span></p><p>Another example is coronavirus vaccine giant <b>Moderna</b>. The company continues to bring in billions in revenue and profit, and today it's trading at only 4.6 times forward earnings estimates. That's down from more than 16 a year ago.</p><p>There are plenty of other examples across industries. Today, those stocks that were trading at much higher valuations a short time ago now are available at very reasonable prices.</p><p>Another reason to buy now is you avoid the risk of missing out on the eventual rebound.History tells us markets always bounce back. It's just a question of time. So your favorite players could rise at any moment.</p><p>Now let's talk about the one big disadvantage of buying stocks today -- and that's the risk that the market may fall even more. You might be able to get that stock you're interested in for<i>an even lower</i> valuation.</p><p>And what if stocks remain at this undervalued level for a while? Then you'll really have to wait to benefit from your investment. This is the reason some investors are hesitating to buy stocks right now.</p><p><b>The importance of long-term investing</b></p><p>Considering these points, what should you do? First, it's important to note that you only should buy stocks right now if you plan on investing for the long term. By this I mean at least five years.</p><p>This doesn't mean the downturn will last this long. This is the time horizon I always favor. That's because it gives a company time to recover -- if it happens to go through challenging times such as a period of high inflation. And it gives a company time to grow -- no matter what the economic situation.</p><p>As always, it's important to invest what you can afford to invest. That means you should also set aside funds for use in an emergency -- so you don't have to dip into your investments.</p><p>As for buying stocks, here's what I say: When you feel that a company's business is strong, future prospects are bright, and the price is fair, it's probably time to get in on that story. So right now could be the perfect time to buy certain stocks.</p><p>As mentioned above, share prices could decline further. It's nearly impossible to grab a stock at its lowest price. But if you invest for the long term, that won't really matter. You'll still benefit from your favorite stock's recovery -- and growth in the years to come.</p><p>All of this means we shouldn't fear bear markets. And any day can be the right moment to invest.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Really Buy Stocks Now Or Wait a While Longer?</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\">\nShould You Really Buy Stocks Now Or Wait a While Longer?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-20 23:35 GMT+8 <a href=https://www.fool.com.au/2022/06/20/should-you-really-buy-stocks-now-or-wait-a-while-longer-usfeed/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSInvesting during a bear market may seem scary -- but this kind of market offers opportunity for long-term investors.It’s important to look at each individual company's future prospects and ...</p>\n\n<a href=\"https://www.fool.com.au/2022/06/20/should-you-really-buy-stocks-now-or-wait-a-while-longer-usfeed/\">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.fool.com.au/2022/06/20/should-you-really-buy-stocks-now-or-wait-a-while-longer-usfeed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244493940","content_text":"KEY POINTSInvesting during a bear market may seem scary -- but this kind of market offers opportunity for long-term investors.It’s important to look at each individual company's future prospects and valuation.When the stock market is soaring, it's easy to get into the buying mood. That's because we actually see investments bearing fruit right away. Even if some share prices are high, the sheer momentum of the whole market offers us confidence that those prices could climb even higher.But when the stock market stumbles, our eagerness to get in on the action may disappear -- and quickly. All at once we ask ourselves how long the downturn will last. We even might doubt the recovery of certain stocks that, in better market conditions, seemed like sure winners.This scenario is probably playing out for a lot of us right now. The S&P 500 Index slipped into a bear market this week, inflation has been galloping higher, and interest rates are on the rise around the world. Now the question is: Should you really buy stocks right now? Or is it best to wait a while longer? Let's find out.The advantages of buying nowFirst, let's talk about the advantages of buying stocks now. A huge one is valuation. Many solid stocks have dropped to incredibly low levels. I'm talking bargain basement.For example, high-growth electric-vehicle maker Tesla is trading at 56 times forward earnings estimates -- down from more than 160 just six months ago. That's as measures like return on invested capital and free cash flow are climbing.TSLA PE RATIO (FORWARD) DATA BY YCHARTS.Another example is coronavirus vaccine giant Moderna. The company continues to bring in billions in revenue and profit, and today it's trading at only 4.6 times forward earnings estimates. That's down from more than 16 a year ago.There are plenty of other examples across industries. Today, those stocks that were trading at much higher valuations a short time ago now are available at very reasonable prices.Another reason to buy now is you avoid the risk of missing out on the eventual rebound.History tells us markets always bounce back. It's just a question of time. So your favorite players could rise at any moment.Now let's talk about the one big disadvantage of buying stocks today -- and that's the risk that the market may fall even more. You might be able to get that stock you're interested in foran even lower valuation.And what if stocks remain at this undervalued level for a while? Then you'll really have to wait to benefit from your investment. This is the reason some investors are hesitating to buy stocks right now.The importance of long-term investingConsidering these points, what should you do? First, it's important to note that you only should buy stocks right now if you plan on investing for the long term. By this I mean at least five years.This doesn't mean the downturn will last this long. This is the time horizon I always favor. That's because it gives a company time to recover -- if it happens to go through challenging times such as a period of high inflation. And it gives a company time to grow -- no matter what the economic situation.As always, it's important to invest what you can afford to invest. That means you should also set aside funds for use in an emergency -- so you don't have to dip into your investments.As for buying stocks, here's what I say: When you feel that a company's business is strong, future prospects are bright, and the price is fair, it's probably time to get in on that story. So right now could be the perfect time to buy certain stocks.As mentioned above, share prices could decline further. It's nearly impossible to grab a stock at its lowest price. But if you invest for the long term, that won't really matter. You'll still benefit from your favorite stock's recovery -- and growth in the years to come.All of this means we shouldn't fear bear markets. And any day can be the right moment to invest.","news_type":1},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056564736,"gmtCreate":1655049091125,"gmtModify":1676535552717,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Airbnb potential growth stock. Potential to growth further after Covid, ","listText":"Airbnb potential growth stock. Potential to growth further after Covid, ","text":"Airbnb potential growth stock. Potential to growth further after Covid,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056564736","repostId":"2242669765","repostType":4,"repost":{"id":"2242669765","kind":"highlight","pubTimestamp":1655005649,"share":"https://ttm.financial/m/news/2242669765?lang=&edition=fundamental","pubTime":"2022-06-12 11:47","market":"us","language":"en","title":"3 Unstoppable Growth Stocks to Buy in the Stock Market Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2242669765","media":"Motley Fool","summary":"These three stocks have revenue and cash flows moving higher while stock prices are moving lower.","content":"<html><head></head><body><p>Growth stocks are falling out of favor with investors in 2022. Interest rates are rising quickly, a trend that makes the present value of future cash flows worth less.</p><p>Despite how the market feels about growth stocks, <b>Apple</b>, <b>Roblox</b>, and <b>Airbnb</b> are operating excellent businesses that seem unstoppable. Their stocks are already trading at discounts after the sell-off. Investors should consider adding these three growth stocks if the market crash gains further momentum. Here's why.</p><h2>Apple has decades of proven innovation</h2><p>Apple's business is centered around a unique capability to deliver innovative consumer technology products that drive billions in sales -- starting with the Mac computer, iPod, iPhone, iPad, Apple Watch, AirPods, and more. What's important for investors is that it has repeatedly proven that it can innovate. That makes it likely it can sustain robust revenue and profitability for the long term.</p><p><img src=\"https://static.tigerbbs.com/523eaf174c476968a742653715092c34\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>AAPL PE Ratio data by YCharts</p><p>From 2019 to 2021, Apple's sales bounced from $260 billion to $366 billion while growing earnings per share from $2.97 to $5.61. Apple is trading at a price-to-earnings ratio of 22 and a price-to-free-cash-flow (P/FCF) multiple of 21.</p><h2>Roblox is a pioneer of the metaverse</h2><p>Roblox operates a platform where players can virtually interact with each other and the environment -- in other words, a metaverse. It has grown to boast 53.1 million monthly active users as of April, a 23% increase over the prior year. It's free to join and use, for the most part. Roblox makes money by selling Robux, an in-game currency required for premium items.</p><p><img src=\"https://static.tigerbbs.com/41dba3bfc24e0008f46b2d5f11c3d729\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>RBLX Cash from Operations (Annual) data by YCharts</p><p>Roblox has chosen to outsource those creations, a business model that has helped it deliver robust cash flows for the last two years. Roblox thrived at the pandemic's onset, when millions of kids -- its most popular cohort -- were spending more time at home. Economic reopening is creating headwinds for Roblox, which, in addition to the growth stock sell-off, has caused its stock to crater. Selling at a P/FCF multiple of 31, it's nearly the cheapest it's ever been.</p><h2>Airbnb offers travelers more options</h2><p>Like Roblox, Airbnb runs an asset-light business model that has been helpful to its ability to generate free cash flow. Instead of building, owning, and operating the listings on its platform, Airbnb induces others to list rentals. Airbnb takes a percentage of the booking value of each transaction on its website.</p><p>Additionally, by letting hosts list properties on the platform, Airbnb sources a unique set of properties unavailable from traditional hotels. This means that on Airbnb, travelers can book a room inside an apartment or an entire home, depending on their needs for the particular stay. Revenue exploded by 77% for Airbnb in 2021, highlighting that it is gaining favor with travelers.</p><p><img src=\"https://static.tigerbbs.com/31c12d6f879a7c7be09c0774ae36e3fc\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>ABNB Cash from Operations (Annual) data by YCharts</p><p>Also like Roblox, Airbnb is trading near its lowest P/FCF multiple at 25.</p><h2>Robust growth at an excellent price</h2><p>Each of the three stocks mentioned above has delivered excellent growth, indicating continued expansion in future years. Fortunately or unfortunately, depending on your perspective as a shareholder or potential investor, the growth stock sell-off has these businesses trading at substantial discounts to where they were only months ago.</p><p>They could become even better values if a further crash pushes prices still lower. Investors should put Apple, Roblox, and Airbnb on their watch lists and consider adding them to their portfolios in the event of a continued market slide.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Unstoppable Growth Stocks to Buy in the Stock Market Sell-Off</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 Unstoppable Growth Stocks to Buy in the Stock Market Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 11:47 GMT+8 <a href=https://www.fool.com/investing/2022/06/11/3-unstoppable-growth-stocks-to-buy-in-the-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks are falling out of favor with investors in 2022. Interest rates are rising quickly, a trend that makes the present value of future cash flows worth less.Despite how the market feels ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/11/3-unstoppable-growth-stocks-to-buy-in-the-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","AAPL":"苹果","RBLX":"Roblox Corporation"},"source_url":"https://www.fool.com/investing/2022/06/11/3-unstoppable-growth-stocks-to-buy-in-the-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242669765","content_text":"Growth stocks are falling out of favor with investors in 2022. Interest rates are rising quickly, a trend that makes the present value of future cash flows worth less.Despite how the market feels about growth stocks, Apple, Roblox, and Airbnb are operating excellent businesses that seem unstoppable. Their stocks are already trading at discounts after the sell-off. Investors should consider adding these three growth stocks if the market crash gains further momentum. Here's why.Apple has decades of proven innovationApple's business is centered around a unique capability to deliver innovative consumer technology products that drive billions in sales -- starting with the Mac computer, iPod, iPhone, iPad, Apple Watch, AirPods, and more. What's important for investors is that it has repeatedly proven that it can innovate. That makes it likely it can sustain robust revenue and profitability for the long term.AAPL PE Ratio data by YChartsFrom 2019 to 2021, Apple's sales bounced from $260 billion to $366 billion while growing earnings per share from $2.97 to $5.61. Apple is trading at a price-to-earnings ratio of 22 and a price-to-free-cash-flow (P/FCF) multiple of 21.Roblox is a pioneer of the metaverseRoblox operates a platform where players can virtually interact with each other and the environment -- in other words, a metaverse. It has grown to boast 53.1 million monthly active users as of April, a 23% increase over the prior year. It's free to join and use, for the most part. Roblox makes money by selling Robux, an in-game currency required for premium items.RBLX Cash from Operations (Annual) data by YChartsRoblox has chosen to outsource those creations, a business model that has helped it deliver robust cash flows for the last two years. Roblox thrived at the pandemic's onset, when millions of kids -- its most popular cohort -- were spending more time at home. Economic reopening is creating headwinds for Roblox, which, in addition to the growth stock sell-off, has caused its stock to crater. Selling at a P/FCF multiple of 31, it's nearly the cheapest it's ever been.Airbnb offers travelers more optionsLike Roblox, Airbnb runs an asset-light business model that has been helpful to its ability to generate free cash flow. Instead of building, owning, and operating the listings on its platform, Airbnb induces others to list rentals. Airbnb takes a percentage of the booking value of each transaction on its website.Additionally, by letting hosts list properties on the platform, Airbnb sources a unique set of properties unavailable from traditional hotels. This means that on Airbnb, travelers can book a room inside an apartment or an entire home, depending on their needs for the particular stay. Revenue exploded by 77% for Airbnb in 2021, highlighting that it is gaining favor with travelers.ABNB Cash from Operations (Annual) data by YChartsAlso like Roblox, Airbnb is trading near its lowest P/FCF multiple at 25.Robust growth at an excellent priceEach of the three stocks mentioned above has delivered excellent growth, indicating continued expansion in future years. Fortunately or unfortunately, depending on your perspective as a shareholder or potential investor, the growth stock sell-off has these businesses trading at substantial discounts to where they were only months ago.They could become even better values if a further crash pushes prices still lower. Investors should put Apple, Roblox, and Airbnb on their watch lists and consider adding them to their portfolios in the event of a continued market slide.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056564024,"gmtCreate":1655048952568,"gmtModify":1676535552702,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Baba seem like undervalued But need to hold long term. ","listText":"Baba seem like undervalued But need to hold long term. ","text":"Baba seem like undervalued But need to hold long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056564024","repostId":"2242306965","repostType":4,"repost":{"id":"2242306965","kind":"highlight","pubTimestamp":1655005845,"share":"https://ttm.financial/m/news/2242306965?lang=&edition=fundamental","pubTime":"2022-06-12 11:50","market":"hk","language":"en","title":"Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2242306965","media":"Seekingalpha","summary":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>Since our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.</p><p>However, if we were to split up China's unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA's recovery is almost certain, given its good execution in FQ4'22. That would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.</p><p>Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.</p><h2>BABA Closed Off FY2022 Beautifully Despite Macro Issues</h2><p><b>BABA Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0bddd3fb20de09e66cd1e37175083889\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>In FQ4'22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company's declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China's Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.</p><p><b>BABA Revenue By Segment</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5beecf897ef22504ee5d40ec234fb7c9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>It is evident that BABA's e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.</p><p><b>BABA Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5dc8d3c27a586f36ff581a18d27e41c7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>BABA's net income also grew from -$0.82B in FQ4'21 to $0.45B in FQ4'22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.</p><p><b>BABA Cash/ Equivalents, FCF, and FCF Margins</b></p><p></p><p><img src=\"https://static.tigerbbs.com/4595749199296e7f0bad57afe634ddd0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>Nonetheless, it is also apparent that the generation of BABA's previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1'23 onwards.</p><p><b>BABA Operating Expense</b></p><p></p><p><img src=\"https://static.tigerbbs.com/e09cc638b935d072afe2e931e33e1995\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>Given BABA's continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4'22, where the company spent $7.19B in its operating expenses in FQ4'22, representing a 25% decrease QoQ in R&D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA's capabilities in improving its profitability moving forward.</p><p><b>BABA Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/eab3c1f73050159ba48c5b0ef34aaaef\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>Since our previous analysis in May 2022, BABA's revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government's intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA's projected revenue and net income growth moving forward. We shall see.</p><h2><b>So, Is BABA Stock A Buy, Sell, Or Hold?</b></h2><p><b>BABA 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/30d659fd1b639f4a0b0ba027100df036\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>BABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.</p><p><b>BABA 5Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b57cbc8c4a7a3a3577e51256f83f2e97\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Nonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.</p><p>Therefore, it is not too late to back up the truck and load up on BABA now.</p><p>Therefore, we <i>rate BABA stock as a Buy.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Fear Of Missing Out? Do Not Miss The Boat Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 11:50 GMT+8 <a href=https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242306965","content_text":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.However, if we were to split up China's unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA's recovery is almost certain, given its good execution in FQ4'22. That would be one highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.BABA Closed Off FY2022 Beautifully Despite Macro IssuesBABA Revenue and Gross IncomeS&P Capital IQIn FQ4'22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company's declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China's Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.BABA Revenue By SegmentS&P Capital IQIt is evident that BABA's e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.BABA Net Income and Net Income MarginS&P Capital IQBABA's net income also grew from -$0.82B in FQ4'21 to $0.45B in FQ4'22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.BABA Cash/ Equivalents, FCF, and FCF MarginsS&P Capital IQNonetheless, it is also apparent that the generation of BABA's previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1'23 onwards.BABA Operating ExpenseS&P Capital IQGiven BABA's continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4'22, where the company spent $7.19B in its operating expenses in FQ4'22, representing a 25% decrease QoQ in R&D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA's capabilities in improving its profitability moving forward.BABA Projected Revenue and Net IncomeS&P Capital IQSince our previous analysis in May 2022, BABA's revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government's intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA's projected revenue and net income growth moving forward. We shall see.So, Is BABA Stock A Buy, Sell, Or Hold?BABA 5Y EV/Revenue and P/E ValuationsS&P Capital IQBABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.BABA 5Y Stock PriceSeeking AlphaNonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.Therefore, it is not too late to back up the truck and load up on BABA now.Therefore, we rate BABA stock as a Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058956418,"gmtCreate":1654778744934,"gmtModify":1676535509164,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"A good company but need to hold long term. ","listText":"A good company but need to hold long term. ","text":"A good company but need to hold long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058956418","repostId":"2242881044","repostType":4,"repost":{"id":"2242881044","kind":"highlight","pubTimestamp":1654758943,"share":"https://ttm.financial/m/news/2242881044?lang=&edition=fundamental","pubTime":"2022-06-09 15:15","market":"us","language":"en","title":"Nvidia Is Heating Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2242881044","media":"Seekingalpha","summary":"Let’s begin by acknowledging the tough sledding for traders and investors alike, over the last six m","content":"<html><head></head><body><p>Let’s begin by acknowledging the tough sledding for traders and investors alike, over the last six months. We hear frequent feedback from thousands of our members who are either managing their own portfolios or those of their families. As well, many of our members are professional money managers themselves. While it's beneficial to know where we have been, life is lived in forward motion. We can use the context of where we have been to project what is most probable next.</p><p>One stock that has our attention at this time is Nvidia (NASDAQ:NVDA). This is part of our “Nifty Fifty” list published on May 26, 2022. Our two head analysts, Zac Mannes and Garrett Patten, have identified 50 stocks that strongly support another leg higher in the overall market. Most of these stocks have wave counts that are closely aligned with the broader market and most have shown good relative strength during the correction. As with previous lists, candidates were vetted on basic fundamental metrics and most wave counts also fit into larger trends.</p><p>Nvidia is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hundreds of stocks that we track and update on a regular basis. Toward the end of last year our analysis suggested that a peak in price was near and that it would see a pullback into the Spring of 2022. The fundamental picture at that time also supported the technical structure of price formed on the chart.</p><p><img src=\"https://static.tigerbbs.com/542a68f153654e1e001a3892abb7da10\" tg-width=\"640\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs</p><p><img referrerpolicy=\"no-referrer\"/><img referrerpolicy=\"no-referrer\"/><img referrerpolicy=\"no-referrer\"/><img referrerpolicy=\"no-referrer\"/><img referrerpolicy=\"no-referrer\"/>Lyn Alden produced this FAST graph on August 24, 2021, for our StockWaves members and posted that we would likely see a third wave higher followed by a fourth wave correction. Third waves tend to be the strongest impulses in price. You can see this manifested as price strongly stretched away from any reasonable fundamental valuation when it struck its peak in late 2021. Fourth waves take many twists and turns and ultimately can wear out the most patient of market observers.</p><p>This is indeed what we have seen happen over the first half of 2022. How many do you know that have either thrown in the towel or are perhaps still clutching onto that towel and wiping away the sweat on their brow formed by fear and angst?</p><p>Markets are driven by sentiment. Yes, fundamentals are important and that is why we use them in our analysis. StockWaves is where fundamentals and technicals align. A salient point to keep in mind is that sentiment works on a continuum. This means that the larger the market capitalization of an individual stock analyzed, the greater effect sentiment will exert. A smaller stock, such as a biotech start-up, will be influenced more by its fundamentals and perhaps expectations of results and/or clinical trials.</p><p>The entire market itself, E.G. the S&P 500, is perhaps one of the greatest and clearest manifestations of sentiment at any given time. Sentiment is simply fear vs. greed. Again, fundamentals come in to play, but it's our experience that fundamentals rarely, if ever, lead price. To illustrate, how many times have you personally observed price action in a stock or the market that simply makes no sense? There's no logical explanation to be found. Or, is there?</p><p>We have observed that one cannot successfully apply logic to an emotional environment. Have you ever attempted to reason logically with a close friend, significant other or family member who is in a heated emotional state? How did that work out? Attempting to overlay logic where emotion dominates is an exercise in frustration and is ultimately folly.</p><p>There is however a method tried and true over decades of use that can measure, track, and then project forward what is the most probable path of price in the market or an individual stock. If you have followed our writings you know that this method is Elliott Wave. We then apply Fibonacci Pinball to that analysis.</p><p>Just a few weeks ago, on May 15, 2022, Lyn Alden posted this FAST graph showing that Nvidia was reaching a much more reasonable valuation from a fundamental perspective.</p><p><img src=\"https://static.tigerbbs.com/6a78e84b9da120fdc5a0bd6f10ee3059\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs</p><p>This analysis dovetailed perfectly with our technical viewpoint. Price was completing a corrective pattern down and we were watching for an imminent reversal. Note the structure of price shown on this chart below.</p><p><img src=\"https://static.tigerbbs.com/19bac79ed4cfe2d1c69c065a87b2f409\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p>NVDA Daily (TradingView)</p><p>We had been watching the zone highlighted at $143 - $164 with a focus on the $159 level. The $159 level represents a 38% retracement in price of the prior wave 3 shown on the chart. As well, in Fibonacci Pinball, a fourth wave will typically pull back from the 2.00 extension of waves 1-2 and strike the 1.236 to 1.382 extensions (shown in blue).</p><p>This current setup is ideal to begin the next wave up. It’s time for Nvidia to heat up once again. Keep in mind that Elliott Wave is fractal in nature. That means that there will be self similarity in all waves at all degrees. Put another way, the larger 5 wave structure that you can see illustrated on the daily chart will also be composed of smaller structures that will form 5 waves of their own.</p><p>So, in a standard impulsive structure up from the low marked as wave 4 that was struck at $155.67, Nvidia should form 5 waves up in what would be the wave circle ‘i’ you see. At this time, price has only formed 3 waves up. We are still cautious and awaiting confirmation of this initial 5 waves up from the recent low.</p><p>This initial 5 wave structure up, once formed, would strongly suggest the bearish corrective phase is indeed complete and that a trend change has taken hold. The anticipated pullback in wave circle ‘ii’ would be a buying opportunity. Typically, price will retrace 38% to 62% of wave ‘i’ in that wave ‘ii’.</p><p>We will then be able to project likely targets and path overhead. We will use what you see on the chart marked as the PIVOT. This will represent the next lesser degree and will be wave [i] and should see a smaller wave [ii] pullback. Once above the pivot, we will move support levels up and fine tune our projections even further.</p><p>Now, before you think we all sit around with tinfoil hats on our heads and pointing our molars to the moon seeking guidance from a higher power, please realize that this methodology has been observed for nearly 90 years now and has kept us on the right side of the market much more often than not. Many will not accept that it does indeed produce positive results. We will continue to offer our work to those that are willing to explore new horizons.</p><p>Another point to keep in mind is what is shown on the daily chart. Should price break below $114 instead of unfolding as we have shown, then our primary assessment would need adjustment. However, it's likely that if that was the path going forward, the initial 5 waves up we are anticipating would not complete and this bounce would stop with only 3 waves up. Also, price would probably form a micro 5 wave structure to the downside. But until that happens, we will continue to follow our primary scenario shown here.</p><p>Some make look askance at Elliott Wave. Frankly, I don't blame them. Not all self-proclaimed Elliott Wave experts are truly such. This is not to disparage others. However, there are specific guidelines that the analyst should follow so as to obtain the desired result. We are looking to find high probability setups, these being short, medium or long term in nature. It is our desire to provide high-quality, actionable analysis that keeps us on the right side of the market. We believe that our track record speaks to this.</p><p>We will provide our primary scenario as well as at least one alternative possibility. This is not an attempt to put forth so many scenarios that one of them must come true and we proclaim victory, vigorously patting ourselves on the back. Please recognize that markets and the stocks of which they are comprised are non-linear, fluid and dynamic in nature. We adapt in real time to what we're given. As well, analysis will evolve and become even more clear as data fills in the chart. There will come a moment where the analyst can apparently even complete the sentence for the stock or market they observe.</p><p>One way of comparing our analysis is to that of a head coach of a football team and the staff that compose a game plan for their upcoming opponent. Many coaches even have 15 pre-scripted plays that they run at the beginning to see what the reaction of the opposing coach will be. As well, the game plan of each coach usually has provisos and possible adaptations given certain scenarios that can come up during the actual game.</p><p>The football coach must adapt to what's given during the real game. It simply is not possible to stubbornly stick to one specific path when the facts in front of you change. We do the same in our analysis. There's a likely path in the bigger picture. This is similar to it being likely that the superior team will come out victorious in any competition. We have our most likely scenario that we follow, but we also have an alternative to consider.</p><p>Being able to quickly adapt to changing landscapes is one of the hallmarks of Elliott Wave analysis, when correctly applied.</p><p>I would like to take this opportunity to remind you that we provide our perspective by ranking probabilistic market movements based upon the structure of the market price action. And if we maintain a certain primary perspective as to how the market will move next, and the market breaks that pattern, it clearly tells us that we were wrong in our initial assessment. But here's the most important part of the analysis: We also provide you with an alternative perspective at the same time we provide you with our primary expectation, and let you know when to adopt that alternative perspective before it happens.</p><p>There are many ways to analyze and track stocks and the market they form. Some are more consistent than others. For us, this method has proved the most reliable and keeps us on the right side of the trade much more often than not. Nothing is perfect in this world, but for those looking to open their eyes to a new universe of trading and investing, why not consider studying this further? It may just be one of the most illuminating projects you undertake.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is Heating Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is Heating Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 15:15 GMT+8 <a href=https://seekingalpha.com/article/4517170-nvidia-shares-heating-up><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Let’s begin by acknowledging the tough sledding for traders and investors alike, over the last six months. We hear frequent feedback from thousands of our members who are either managing their own ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517170-nvidia-shares-heating-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4517170-nvidia-shares-heating-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242881044","content_text":"Let’s begin by acknowledging the tough sledding for traders and investors alike, over the last six months. We hear frequent feedback from thousands of our members who are either managing their own portfolios or those of their families. As well, many of our members are professional money managers themselves. While it's beneficial to know where we have been, life is lived in forward motion. We can use the context of where we have been to project what is most probable next.One stock that has our attention at this time is Nvidia (NASDAQ:NVDA). This is part of our “Nifty Fifty” list published on May 26, 2022. Our two head analysts, Zac Mannes and Garrett Patten, have identified 50 stocks that strongly support another leg higher in the overall market. Most of these stocks have wave counts that are closely aligned with the broader market and most have shown good relative strength during the correction. As with previous lists, candidates were vetted on basic fundamental metrics and most wave counts also fit into larger trends.Nvidia is one of the hundreds of stocks that we track and update on a regular basis. Toward the end of last year our analysis suggested that a peak in price was near and that it would see a pullback into the Spring of 2022. The fundamental picture at that time also supported the technical structure of price formed on the chart.FAST GraphsLyn Alden produced this FAST graph on August 24, 2021, for our StockWaves members and posted that we would likely see a third wave higher followed by a fourth wave correction. Third waves tend to be the strongest impulses in price. You can see this manifested as price strongly stretched away from any reasonable fundamental valuation when it struck its peak in late 2021. Fourth waves take many twists and turns and ultimately can wear out the most patient of market observers.This is indeed what we have seen happen over the first half of 2022. How many do you know that have either thrown in the towel or are perhaps still clutching onto that towel and wiping away the sweat on their brow formed by fear and angst?Markets are driven by sentiment. Yes, fundamentals are important and that is why we use them in our analysis. StockWaves is where fundamentals and technicals align. A salient point to keep in mind is that sentiment works on a continuum. This means that the larger the market capitalization of an individual stock analyzed, the greater effect sentiment will exert. A smaller stock, such as a biotech start-up, will be influenced more by its fundamentals and perhaps expectations of results and/or clinical trials.The entire market itself, E.G. the S&P 500, is perhaps one of the greatest and clearest manifestations of sentiment at any given time. Sentiment is simply fear vs. greed. Again, fundamentals come in to play, but it's our experience that fundamentals rarely, if ever, lead price. To illustrate, how many times have you personally observed price action in a stock or the market that simply makes no sense? There's no logical explanation to be found. Or, is there?We have observed that one cannot successfully apply logic to an emotional environment. Have you ever attempted to reason logically with a close friend, significant other or family member who is in a heated emotional state? How did that work out? Attempting to overlay logic where emotion dominates is an exercise in frustration and is ultimately folly.There is however a method tried and true over decades of use that can measure, track, and then project forward what is the most probable path of price in the market or an individual stock. If you have followed our writings you know that this method is Elliott Wave. We then apply Fibonacci Pinball to that analysis.Just a few weeks ago, on May 15, 2022, Lyn Alden posted this FAST graph showing that Nvidia was reaching a much more reasonable valuation from a fundamental perspective.FAST GraphsThis analysis dovetailed perfectly with our technical viewpoint. Price was completing a corrective pattern down and we were watching for an imminent reversal. Note the structure of price shown on this chart below.NVDA Daily (TradingView)We had been watching the zone highlighted at $143 - $164 with a focus on the $159 level. The $159 level represents a 38% retracement in price of the prior wave 3 shown on the chart. As well, in Fibonacci Pinball, a fourth wave will typically pull back from the 2.00 extension of waves 1-2 and strike the 1.236 to 1.382 extensions (shown in blue).This current setup is ideal to begin the next wave up. It’s time for Nvidia to heat up once again. Keep in mind that Elliott Wave is fractal in nature. That means that there will be self similarity in all waves at all degrees. Put another way, the larger 5 wave structure that you can see illustrated on the daily chart will also be composed of smaller structures that will form 5 waves of their own.So, in a standard impulsive structure up from the low marked as wave 4 that was struck at $155.67, Nvidia should form 5 waves up in what would be the wave circle ‘i’ you see. At this time, price has only formed 3 waves up. We are still cautious and awaiting confirmation of this initial 5 waves up from the recent low.This initial 5 wave structure up, once formed, would strongly suggest the bearish corrective phase is indeed complete and that a trend change has taken hold. The anticipated pullback in wave circle ‘ii’ would be a buying opportunity. Typically, price will retrace 38% to 62% of wave ‘i’ in that wave ‘ii’.We will then be able to project likely targets and path overhead. We will use what you see on the chart marked as the PIVOT. This will represent the next lesser degree and will be wave [i] and should see a smaller wave [ii] pullback. Once above the pivot, we will move support levels up and fine tune our projections even further.Now, before you think we all sit around with tinfoil hats on our heads and pointing our molars to the moon seeking guidance from a higher power, please realize that this methodology has been observed for nearly 90 years now and has kept us on the right side of the market much more often than not. Many will not accept that it does indeed produce positive results. We will continue to offer our work to those that are willing to explore new horizons.Another point to keep in mind is what is shown on the daily chart. Should price break below $114 instead of unfolding as we have shown, then our primary assessment would need adjustment. However, it's likely that if that was the path going forward, the initial 5 waves up we are anticipating would not complete and this bounce would stop with only 3 waves up. Also, price would probably form a micro 5 wave structure to the downside. But until that happens, we will continue to follow our primary scenario shown here.Some make look askance at Elliott Wave. Frankly, I don't blame them. Not all self-proclaimed Elliott Wave experts are truly such. This is not to disparage others. However, there are specific guidelines that the analyst should follow so as to obtain the desired result. We are looking to find high probability setups, these being short, medium or long term in nature. It is our desire to provide high-quality, actionable analysis that keeps us on the right side of the market. We believe that our track record speaks to this.We will provide our primary scenario as well as at least one alternative possibility. This is not an attempt to put forth so many scenarios that one of them must come true and we proclaim victory, vigorously patting ourselves on the back. Please recognize that markets and the stocks of which they are comprised are non-linear, fluid and dynamic in nature. We adapt in real time to what we're given. As well, analysis will evolve and become even more clear as data fills in the chart. There will come a moment where the analyst can apparently even complete the sentence for the stock or market they observe.One way of comparing our analysis is to that of a head coach of a football team and the staff that compose a game plan for their upcoming opponent. Many coaches even have 15 pre-scripted plays that they run at the beginning to see what the reaction of the opposing coach will be. As well, the game plan of each coach usually has provisos and possible adaptations given certain scenarios that can come up during the actual game.The football coach must adapt to what's given during the real game. It simply is not possible to stubbornly stick to one specific path when the facts in front of you change. We do the same in our analysis. There's a likely path in the bigger picture. This is similar to it being likely that the superior team will come out victorious in any competition. We have our most likely scenario that we follow, but we also have an alternative to consider.Being able to quickly adapt to changing landscapes is one of the hallmarks of Elliott Wave analysis, when correctly applied.I would like to take this opportunity to remind you that we provide our perspective by ranking probabilistic market movements based upon the structure of the market price action. And if we maintain a certain primary perspective as to how the market will move next, and the market breaks that pattern, it clearly tells us that we were wrong in our initial assessment. But here's the most important part of the analysis: We also provide you with an alternative perspective at the same time we provide you with our primary expectation, and let you know when to adopt that alternative perspective before it happens.There are many ways to analyze and track stocks and the market they form. Some are more consistent than others. For us, this method has proved the most reliable and keeps us on the right side of the trade much more often than not. Nothing is perfect in this world, but for those looking to open their eyes to a new universe of trading and investing, why not consider studying this further? It may just be one of the most illuminating projects you undertake.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051034409,"gmtCreate":1654607395201,"gmtModify":1676535476876,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Good time to buy Nvidia for value investing. ","listText":"Good time to buy Nvidia for value investing. ","text":"Good time to buy Nvidia for value investing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051034409","repostId":"2241302751","repostType":4,"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053808911,"gmtCreate":1654508727733,"gmtModify":1676535459524,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"All potential growth stock which need to keep for long term investment. ","listText":"All potential growth stock which need to keep for long term investment. ","text":"All potential growth stock which need to keep for long term investment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053808911","repostId":"2241710171","repostType":4,"repost":{"id":"2241710171","kind":"highlight","pubTimestamp":1654506530,"share":"https://ttm.financial/m/news/2241710171?lang=&edition=fundamental","pubTime":"2022-06-06 17:08","market":"us","language":"en","title":"5 Growth Stocks That Can Build Generational Wealth by 2040","url":"https://stock-news.laohu8.com/highlight/detail?id=2241710171","media":"Motley Fool","summary":"These innovative growth stocks have the potential to lead investors to financial independence in less than two decades.","content":"<html><head></head><body><p>Regardless of whether you've been putting your money to work on Wall Street for decades or began investing within the past couple of years, it's been a trying year.</p><p>Since the green flag waved on 2022, the widely followed <b>Dow Jones Industrial Average</b> and broad-based <b>S&P 500</b> dipped into correction territory with respective declines of more than 10%. It's been an even wilder ride for the growth stock-driven <b>Nasdaq Composite</b>, which endured a peak-to-trough decline of 31% since hitting a record-closing high in November. This squarely places the Nasdaq in a bear market.</p><p>Although bear market drops can be scary and cause investors to question their resolve, they're also, historically, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best times to put your money to work. Data shows that most stock market corrections resolve quickly, with bull markets lasting disproportionately longer than bear markets.</p><p>If your goal is to build generational wealth, right now is the perfect time to go shopping for innovative growth stocks that can, over time, put you on a path to financial freedom. What follows are five growth stocks fully capable of building generational wealth by 2040.</p><h2><a href=\"https://laohu8.com/S/NIO\">Nio</a></h2><p>The first rapidly growing company with the tools needed to compound an initial investment many times over by 2040 is China-based electric vehicle (EV) manufacturer <b>Nio</b> (NIO -4.08%). Despite facing a number of near-term supply chain headwinds tied to China-based COVID lockdowns and semiconductor chip shortages, Nio has demonstrated that it can lead with its innovation.</p><p>Before provincial lockdowns impacting the company's supply chain, Nio had boosted production from fewer than 4,000 EVs in a quarter to north of 25,000 EVs in under two years. What's more, it's producing an array of premium EVs that are designed to take on the industry's "big boys," like <b>Tesla</b>. The recently launched ET7 and upcoming ET5 sedans can, with the top battery upgrade, go 621 miles on a full charge. That handily beats Tesla's flagship sedans, the Model 3 and Model S.</p><p>Aside from operating in the largest auto market in the world, Nio should also benefit from its innovative battery-as-a-service (BaaS) subscription, which was unveiled in August 2020. Subscribers to BaaS can charge, swap, and upgrade their batteries, as well as receive a discount on the initial purchase price of their Nio EV. In return, Nio nets a monthly, high-margin subscription fee and, more importantly, locks in the loyalty of its early buyers. The BaaS program could allow Nio to become one of China's premier auto makers by the end of the decade.</p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/LOVE\">Lovesac</a></h2><p>Another growth stock with the potential to create generational wealth in under two decades is furniture stock <b>Lovesac</b> (LOVE). Contending with historically high inflation in the short term shouldn't scare long-term investors away from this disruptor.</p><p>What makes Lovesac so special is the company's furniture. Whereas most furniture stores buy from the same small group of wholesalers, Lovesac's bread-and-butter is its "sactional" -- a modular sectional couch that can be rearranged dozens of ways to fit any living space. Sactionals are highly customizable, with over 200 cover choices and a handful of upgrade options, including built-in surround-sound speakers and wireless charging stations. Perhaps best of all, the yarn used in the covers of sactionals is made entirely from recycled plastic water bottles, which makes Lovesac's furniture ecofriendly.</p><p>The company's other competitive advantage is its omnichannel sales platform. Though it does have 146 retail stores in 39 states, what's impressive about Lovesac is its ability to pivot to online sales, or rely on pop-up showrooms and partnerships to reduce its overhead expenses. Having so many sales channels at its disposal should support superior growth and margins.</p><p><img src=\"https://static.tigerbbs.com/bbafad9e87b7b7dacfefe92d4741b655\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a></h2><p>A third fast-paced stock with the innovative capacity to build generational wealth is artificial intelligence-driven data-mining company <b>Palantir Technologies</b> (PLTR). Even with short-term concerns about a U.S. recession potentially slowing new contract awards, Palantir appears well-positioned to thrive for a long time to come.</p><p>The interesting thing about Palantir is there's no other company that can provide the services it does at scale. Its Gotham platform helps the U.S. government plan missions, and assists other government agencies around the world with data-mining activities. Meanwhile, Palantir's Foundry platform caters to enterprise customers and helps them utilize and better understand their data to streamline their operations.</p><p>Historically, Gotham has been Palantir's driving force. Large contract wins have helped the company sustain a 30% (or higher) annual growth rate. However, Gotham is limited in its reach. This is to say that Palantir simply won't work with certain government entities because of national security concerns. By comparison, Foundry is just getting its feet wet in the corporate world, and has an exceptionally long growth runway. Signing up enterprise customers for five-year contracts is Palantir's ticket to delivering transformational wealth to its shareholders.</p><p><img src=\"https://static.tigerbbs.com/a023694ce4b4e40463c6f0f2f29037f0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/PUBM\">PubMatic</a></h2><p>Cloud-based programmatic adtech stock <b>PubMatic</b> (PUBM) is also capable of producing generational wealth by 2040. Even though ad-based companies are taking it on the chin at the moment with recession fears growing, all signs point to PubMatic as being positioned perfectly to benefit from the digital ad revolution.</p><p>PubMatic is what's known as a sell-side provider. This is a fancy way of saying it helps publishing companies sell their digital display space. The company's machine-learning algorithms aim to not only net as much as possible for publishers, but also put relevant content in front of users. Doing so keeps advertisers happy and helps boost the ad-pricing power for publishers over time. Perhaps this is why PubMatic's organic growth rate has more than doubled up the industry's average annual growth rate over the past two years.</p><p>Something else to take note of is that PubMatic designed and built its own cloud infrastructure. Not having to rely on a third party comes with its perks. As revenue increases and the company scales, it's liable to generate juicier operating margins than its peers.</p><p><img src=\"https://static.tigerbbs.com/16ca48e46c5ed915bdfaeb115d44e553\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/SE\">Sea Limited</a></h2><p>A fifth and final growth stock that can help patient investors build transformational wealth by 2040 is Singapore-based conglomerate <b>Sea Limited</b> (SE). Despite losing money (for now), Sea has three rapidly growing operating segments that could dramatically increase its valuation over the long run.</p><p>The only segment generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA) at the moment is Garena, Sea's gaming division. Thanks to mobile game <i>Free Fire</i>, Sea has enjoyed an above-industry-average pay-to-play conversion rate of 10% on its quarterly active users (as of the first quarter of 2022).</p><p>There's also SeaMoney, the company's digital financial services segment. Since Sea operates in a number of emerging markets where access to basic banking services is limited, providing digital wallet services could prove quite fruitful to consumers, and the company's bottom line.</p><p>The third fast-growing segment is e-commerce platform Shopee. After seeing $10 billion in gross merchandise value (GMV) traverse its online sales platform in all of 2018, Sea's $17.4 billion in GMV in the first quarter alone implies a nearly $70 billion annual GMV run-rate. With online sales still in their infancy throughout Southeastern Asia, Sea's retail sales growth potential is off the charts.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Growth Stocks That Can Build Generational Wealth by 2040</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\">\n5 Growth Stocks That Can Build Generational Wealth by 2040\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-06 17:08 GMT+8 <a href=https://www.fool.com/investing/2022/06/05/5-growth-stocks-build-generational-wealth-by-2040/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Regardless of whether you've been putting your money to work on Wall Street for decades or began investing within the past couple of years, it's been a trying year.Since the green flag waved on 2022, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/05/5-growth-stocks-build-generational-wealth-by-2040/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LOVE":"Lovesac Co.","SE":"Sea Ltd","NIO":"蔚来","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/06/05/5-growth-stocks-build-generational-wealth-by-2040/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241710171","content_text":"Regardless of whether you've been putting your money to work on Wall Street for decades or began investing within the past couple of years, it's been a trying year.Since the green flag waved on 2022, the widely followed Dow Jones Industrial Average and broad-based S&P 500 dipped into correction territory with respective declines of more than 10%. It's been an even wilder ride for the growth stock-driven Nasdaq Composite, which endured a peak-to-trough decline of 31% since hitting a record-closing high in November. This squarely places the Nasdaq in a bear market.Although bear market drops can be scary and cause investors to question their resolve, they're also, historically, one of the best times to put your money to work. Data shows that most stock market corrections resolve quickly, with bull markets lasting disproportionately longer than bear markets.If your goal is to build generational wealth, right now is the perfect time to go shopping for innovative growth stocks that can, over time, put you on a path to financial freedom. What follows are five growth stocks fully capable of building generational wealth by 2040.NioThe first rapidly growing company with the tools needed to compound an initial investment many times over by 2040 is China-based electric vehicle (EV) manufacturer Nio (NIO -4.08%). Despite facing a number of near-term supply chain headwinds tied to China-based COVID lockdowns and semiconductor chip shortages, Nio has demonstrated that it can lead with its innovation.Before provincial lockdowns impacting the company's supply chain, Nio had boosted production from fewer than 4,000 EVs in a quarter to north of 25,000 EVs in under two years. What's more, it's producing an array of premium EVs that are designed to take on the industry's \"big boys,\" like Tesla. The recently launched ET7 and upcoming ET5 sedans can, with the top battery upgrade, go 621 miles on a full charge. That handily beats Tesla's flagship sedans, the Model 3 and Model S.Aside from operating in the largest auto market in the world, Nio should also benefit from its innovative battery-as-a-service (BaaS) subscription, which was unveiled in August 2020. Subscribers to BaaS can charge, swap, and upgrade their batteries, as well as receive a discount on the initial purchase price of their Nio EV. In return, Nio nets a monthly, high-margin subscription fee and, more importantly, locks in the loyalty of its early buyers. The BaaS program could allow Nio to become one of China's premier auto makers by the end of the decade.Image source: Getty Images.LovesacAnother growth stock with the potential to create generational wealth in under two decades is furniture stock Lovesac (LOVE). Contending with historically high inflation in the short term shouldn't scare long-term investors away from this disruptor.What makes Lovesac so special is the company's furniture. Whereas most furniture stores buy from the same small group of wholesalers, Lovesac's bread-and-butter is its \"sactional\" -- a modular sectional couch that can be rearranged dozens of ways to fit any living space. Sactionals are highly customizable, with over 200 cover choices and a handful of upgrade options, including built-in surround-sound speakers and wireless charging stations. Perhaps best of all, the yarn used in the covers of sactionals is made entirely from recycled plastic water bottles, which makes Lovesac's furniture ecofriendly.The company's other competitive advantage is its omnichannel sales platform. Though it does have 146 retail stores in 39 states, what's impressive about Lovesac is its ability to pivot to online sales, or rely on pop-up showrooms and partnerships to reduce its overhead expenses. Having so many sales channels at its disposal should support superior growth and margins.Image source: Getty Images.Palantir TechnologiesA third fast-paced stock with the innovative capacity to build generational wealth is artificial intelligence-driven data-mining company Palantir Technologies (PLTR). Even with short-term concerns about a U.S. recession potentially slowing new contract awards, Palantir appears well-positioned to thrive for a long time to come.The interesting thing about Palantir is there's no other company that can provide the services it does at scale. Its Gotham platform helps the U.S. government plan missions, and assists other government agencies around the world with data-mining activities. Meanwhile, Palantir's Foundry platform caters to enterprise customers and helps them utilize and better understand their data to streamline their operations.Historically, Gotham has been Palantir's driving force. Large contract wins have helped the company sustain a 30% (or higher) annual growth rate. However, Gotham is limited in its reach. This is to say that Palantir simply won't work with certain government entities because of national security concerns. By comparison, Foundry is just getting its feet wet in the corporate world, and has an exceptionally long growth runway. Signing up enterprise customers for five-year contracts is Palantir's ticket to delivering transformational wealth to its shareholders.Image source: Getty Images.PubMaticCloud-based programmatic adtech stock PubMatic (PUBM) is also capable of producing generational wealth by 2040. Even though ad-based companies are taking it on the chin at the moment with recession fears growing, all signs point to PubMatic as being positioned perfectly to benefit from the digital ad revolution.PubMatic is what's known as a sell-side provider. This is a fancy way of saying it helps publishing companies sell their digital display space. The company's machine-learning algorithms aim to not only net as much as possible for publishers, but also put relevant content in front of users. Doing so keeps advertisers happy and helps boost the ad-pricing power for publishers over time. Perhaps this is why PubMatic's organic growth rate has more than doubled up the industry's average annual growth rate over the past two years.Something else to take note of is that PubMatic designed and built its own cloud infrastructure. Not having to rely on a third party comes with its perks. As revenue increases and the company scales, it's liable to generate juicier operating margins than its peers.Image source: Getty Images.Sea LimitedA fifth and final growth stock that can help patient investors build transformational wealth by 2040 is Singapore-based conglomerate Sea Limited (SE). Despite losing money (for now), Sea has three rapidly growing operating segments that could dramatically increase its valuation over the long run.The only segment generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA) at the moment is Garena, Sea's gaming division. Thanks to mobile game Free Fire, Sea has enjoyed an above-industry-average pay-to-play conversion rate of 10% on its quarterly active users (as of the first quarter of 2022).There's also SeaMoney, the company's digital financial services segment. Since Sea operates in a number of emerging markets where access to basic banking services is limited, providing digital wallet services could prove quite fruitful to consumers, and the company's bottom line.The third fast-growing segment is e-commerce platform Shopee. After seeing $10 billion in gross merchandise value (GMV) traverse its online sales platform in all of 2018, Sea's $17.4 billion in GMV in the first quarter alone implies a nearly $70 billion annual GMV run-rate. With online sales still in their infancy throughout Southeastern Asia, Sea's retail sales growth potential is off the charts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059446971,"gmtCreate":1654416296593,"gmtModify":1676535445281,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Will consider to buy and keep. ","listText":"Will consider to buy and keep. ","text":"Will consider to buy and keep.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059446971","repostId":"2240727323","repostType":4,"repost":{"id":"2240727323","kind":"highlight","pubTimestamp":1654389620,"share":"https://ttm.financial/m/news/2240727323?lang=&edition=fundamental","pubTime":"2022-06-05 08:40","market":"us","language":"en","title":"NIO: The Ultimate Bottom Has Occurred","url":"https://stock-news.laohu8.com/highlight/detail?id=2240727323","media":"seekingalpha","summary":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for m","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.</li><li>NIO's May 2022 delivery update also shows a marked improvement from April's numbers. It also highlighted robust order book visibility in May.</li><li>Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.</li><li>We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6f81e3209340c18a4b341ffae90707d\" tg-width=\"594\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Drew Angerer/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>NIO Inc. (NYSE:NIO) is slated to report its FQ1'22 earnings release on June 9, as investors anticipate the company's Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2'22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.</p><p>NIO's May delivery numbers didn't impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.</p><p>Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.</p><p>Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.</p><p><b>May Deliveries Indicate A Sign Of Bottoming</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c160afc2606abefe6cce0dd207c971b9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO deliveries by month (Company filings)</span></p><p>NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management's commentary in its upcoming Q1 call.</p><p>The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.</p><p>The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO's ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2'22 could lift NIO's order book visibility through FY23 as it refreshes its line-up.</p><p><b>Estimates Suggest A H2'22 Revival Is On Track</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94c1c6b771f41d7e1b0e578cfb2968d0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % consensus estimates (S&P Cap IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2d2852cc5ef33395d3f24107b40dc0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO adjusted EBIT change % consensus estimates (S&P Cap IQ)</span></p><p>The consensus estimates also suggest that NIO's revenue growth could reach its nadir in FQ1 before recovering remarkably through H2'22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.</p><p>As long as China's COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa987ea3fef271bda7685e30cb8416a0\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&P Cap IQ)</span></p><p>On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21's 122.3%. However, investors should expect slower growth through FY23.</p><p>Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.</p><p><b>Price Action Suggests A Double Bottom Bear Trap In May</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9cd34df5e7b31c07693d1f5fae99ce7\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>NIO price chart (TradingView)</span></p><p>Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May's sell-off. As a result, it has validated a potent downtrend reversal signal.</p><p>As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.</p><p>Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.</p><p><b>Is NIO Stock A Buy, Sell, Or Hold?</b></p><p>Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.</p><p>Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.</p><p>Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.</p><p>Investors who need a higher margin of safety can consider watching for a re-test first (note there's no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.</p><p>Therefore, <i>we reiterate our Speculative Buy rating on NIO stock</i>.</p><p><i>This article was written by JR Research</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The Ultimate Bottom Has Occurred</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\">\nNIO: The Ultimate Bottom Has Occurred\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 08:40 GMT+8 <a href=https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO...</p>\n\n<a href=\"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240727323","content_text":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO's May 2022 delivery update also shows a marked improvement from April's numbers. It also highlighted robust order book visibility in May.Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).Drew Angerer/Getty Images NewsInvestment ThesisNIO Inc. (NYSE:NIO) is slated to report its FQ1'22 earnings release on June 9, as investors anticipate the company's Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2'22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.NIO's May delivery numbers didn't impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.May Deliveries Indicate A Sign Of BottomingNIO deliveries by month (Company filings)NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management's commentary in its upcoming Q1 call.The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO's ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2'22 could lift NIO's order book visibility through FY23 as it refreshes its line-up.Estimates Suggest A H2'22 Revival Is On TrackNIO revenue change % consensus estimates (S&P Cap IQ)NIO adjusted EBIT change % consensus estimates (S&P Cap IQ)The consensus estimates also suggest that NIO's revenue growth could reach its nadir in FQ1 before recovering remarkably through H2'22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.As long as China's COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&P Cap IQ)On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21's 122.3%. However, investors should expect slower growth through FY23.Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.Price Action Suggests A Double Bottom Bear Trap In MayNIO price chart (TradingView)Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May's sell-off. As a result, it has validated a potent downtrend reversal signal.As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.Is NIO Stock A Buy, Sell, Or Hold?Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.Investors who need a higher margin of safety can consider watching for a re-test first (note there's no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.Therefore, we reiterate our Speculative Buy rating on NIO stock.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059845268,"gmtCreate":1654342193454,"gmtModify":1676535433881,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Splitting give small investors chance to buy their share. ","listText":"Splitting give small investors chance to buy their share. ","text":"Splitting give small investors chance to buy their share.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059845268","repostId":"2240777362","repostType":4,"repost":{"id":"2240777362","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654322042,"share":"https://ttm.financial/m/news/2240777362?lang=&edition=fundamental","pubTime":"2022-06-04 13:54","market":"us","language":"en","title":"Amazon Stock Is Splitting to $122, Trading Starts Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=2240777362","media":"Dow Jones","summary":"Don't panic when you see the first trade in Amazon.com shares on Monday.Back in March, Amazon announ","content":"<html><head></head><body><p>Don't panic when you see the first trade in Amazon.com shares on Monday.</p><p>Back in March, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> announced a 20-for-1 stock split, which is now being implemented. With the start of the new trading week, each Amazon share becomes 20 shares. The stock, which on Friday dropped 2.5% to $2,447, should open Monday with a price of about $122. Amazon's share count will jump from 509 million to 10.2 billion.</p><p>To be clear, this isn't a case of getting something for nothing. It's comparable to exchanging a $20 bill for 20 singles.</p><p>But the split could provide some benefit to the stock. For one thing, it makes the shares more accessible to small investors. Also, as Barron's has noted before , the split opens the door to potential inclusion of Amazon shares in the Dow Jones Industrial Average. Adding high-price shares to the Dow is problematic because the index is weighted according to price, so the same percentage change in a high-price stock moves the index more than for a low-price one.</p><p>This is the fourth time Amazon has declared a stock split since it went public in 1997, but the first in more than two decades. The other three splits were all within 15 months in the heart of the internet bubble period: 2-for-1 in June 1998, 3-for-1 in January 1999, and 2-for-1 in September 1999.</p><p>Google's parent, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> has declared a 20-for-1 split as well, That one takes effect in mid-July. Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and GameStop <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> have indicated plans for splits, but have provided no detail on the ratios or timing. Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> completed a 4-for-1 split in 2020.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock Is Splitting to $122, Trading Starts Monday</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\">\nAmazon Stock Is Splitting to $122, Trading Starts Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-04 13:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Don't panic when you see the first trade in Amazon.com shares on Monday.</p><p>Back in March, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> announced a 20-for-1 stock split, which is now being implemented. With the start of the new trading week, each Amazon share becomes 20 shares. The stock, which on Friday dropped 2.5% to $2,447, should open Monday with a price of about $122. Amazon's share count will jump from 509 million to 10.2 billion.</p><p>To be clear, this isn't a case of getting something for nothing. It's comparable to exchanging a $20 bill for 20 singles.</p><p>But the split could provide some benefit to the stock. For one thing, it makes the shares more accessible to small investors. Also, as Barron's has noted before , the split opens the door to potential inclusion of Amazon shares in the Dow Jones Industrial Average. Adding high-price shares to the Dow is problematic because the index is weighted according to price, so the same percentage change in a high-price stock moves the index more than for a low-price one.</p><p>This is the fourth time Amazon has declared a stock split since it went public in 1997, but the first in more than two decades. The other three splits were all within 15 months in the heart of the internet bubble period: 2-for-1 in June 1998, 3-for-1 in January 1999, and 2-for-1 in September 1999.</p><p>Google's parent, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> has declared a 20-for-1 split as well, That one takes effect in mid-July. Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and GameStop <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> have indicated plans for splits, but have provided no detail on the ratios or timing. Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> completed a 4-for-1 split in 2020.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240777362","content_text":"Don't panic when you see the first trade in Amazon.com shares on Monday.Back in March, Amazon announced a 20-for-1 stock split, which is now being implemented. With the start of the new trading week, each Amazon share becomes 20 shares. The stock, which on Friday dropped 2.5% to $2,447, should open Monday with a price of about $122. Amazon's share count will jump from 509 million to 10.2 billion.To be clear, this isn't a case of getting something for nothing. It's comparable to exchanging a $20 bill for 20 singles.But the split could provide some benefit to the stock. For one thing, it makes the shares more accessible to small investors. Also, as Barron's has noted before , the split opens the door to potential inclusion of Amazon shares in the Dow Jones Industrial Average. Adding high-price shares to the Dow is problematic because the index is weighted according to price, so the same percentage change in a high-price stock moves the index more than for a low-price one.This is the fourth time Amazon has declared a stock split since it went public in 1997, but the first in more than two decades. The other three splits were all within 15 months in the heart of the internet bubble period: 2-for-1 in June 1998, 3-for-1 in January 1999, and 2-for-1 in September 1999.Google's parent, Alphabet has declared a 20-for-1 split as well, That one takes effect in mid-July. Tesla $(TSLA)$ and GameStop $(GME)$ have indicated plans for splits, but have provided no detail on the ratios or timing. Apple $(AAPL)$ completed a 4-for-1 split in 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050775697,"gmtCreate":1654255063120,"gmtModify":1676535420648,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"I think this company is a growth stock. Need to hold for long term. ","listText":"I think this company is a growth stock. Need to hold for long term. ","text":"I think this company is a growth stock. Need to hold for long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050775697","repostId":"2240194962","repostType":4,"repost":{"id":"2240194962","kind":"highlight","pubTimestamp":1654249825,"share":"https://ttm.financial/m/news/2240194962?lang=&edition=fundamental","pubTime":"2022-06-03 17:50","market":"us","language":"en","title":"Palantir Is A Buy: Let Me Tell You Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2240194962","media":"seekingalpha","summary":"Black_Kira/iStock via Getty ImagesReputation, leverage on a large product portfolio, ability to inte","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/9cfcb4f62efa308070bcfccefe2b9353\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Black_Kira/iStock via Getty Images</p><p></p><h4><b>Reputation, leverage on a large product portfolio, ability to internationalize its business and conquering new target markets are the keys to the future success of Palantir.</b></h4><p>The company has built a strong reputation in the AI market by working with the Government sector and, more recently, by expanding its business to the Commercial sector. Revenues have grown at 37% CAGR between 2018 and 2021, with improved GP% at 78% on revenues in 2021.</p><p>R&D costs sustained in the past helped the company develop a wide range of products addressable to several application markets, from cybersecurity to automotive.</p><p>That’s why a further significant increase in revenues could be expected at low marginal development costs.</p><p>I ran a DCF projection where sales could reach $3.6B in 2025 (24% CAGR from 2021), with GP% at 78% and the company continuing generating positive cash flows and turning profitable in 2024. That is a quite prudential scenario, considering that the market is growing at 38.1% CAGR and no leader has emerged till know. Based on that, I expect a target price in the $11-$11.50 range as a stand-alone business. Further upside potential may result from an M&A scenario.</p><p>But the market is still bearish on the stock, which on May 31st was down 53% on a YTD basis.</p><h2>What are the reasons behind that trend?</h2><ol><li>Company revenues mainly come from the Government sector, accounting for 54% in Q1 2022 (61% in Q1 2021 and 58% in FY 2021 respectively).</li></ol><p></p><p><img src=\"https://static.tigerbbs.com/72ac0d5258cae1637813bcfc4fc0aeed\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.palantir.com</p><p></p><p>2. The company tried to expand the commercial sector, but these results are quite recent.</p><p></p><p><img src=\"https://static.tigerbbs.com/a61d4b1e1757c9dc6536dc382ac68127\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.palantir.com</p><p></p><p>3. The commercial sector target may have diverted the sales efforts previously devoted to the Government industry, whose growth pace is actually decreasing. In addition, average revenues/customer seem to show a decreasing path in Q1 2022 if you consider that 12-month trailing customers are more than tripling while revenues are increasing at a much lower pace.</p><p>This may be a sign that conquering and retaining this kind of customers is still a time-consuming business. Contracts are smaller and split among a higher number of clients.</p><p>4. Government contracts are complex and require a significant degree of tailored-made activities. As Palantir declares in its FY 2021 Financial Statements:</p><blockquote><i>We historically have not realized all of the revenue from the full deal value of our customer contracts, and we may not do so in the future. This is because the actual timing and amount of revenue under contracts included are subject to various contingencies, including exercise of contractual options, customers not terminating their contracts, and renegotiation of contracts. In addition, delays in the completion of the U.S. government’s budgeting process, the use of continuing resolutions, and a potential lapse in appropriations, or similar events in other jurisdictions, could adversely affect our ability to timely recognize revenue under certain government contracts</i></blockquote><p>5. Palantir is 20 years old: it generates cash, but it has always been unprofitable. The discrepancy between profit and cash is mainly due to the significant amount of stock options that the company is using to pay its employees.</p><p>All that is true and proven by public information and numbers.</p><h2>Indeed, several factors need to be considered to depict the full story.</h2><h3><b>a) Market and competitive arena</b></h3><p>AI and Cybersecurity, where Palantir is active, are huge markets, growing at a tremendous pace:</p><p></p><p><img src=\"https://static.tigerbbs.com/5ba476e3a3d6192df4df50633b82fb5d\" tg-width=\"640\" tg-height=\"486\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.globenewswire.com</p><p></p><p>Some big operators set foot in the arena:</p><p></p><p><img src=\"https://static.tigerbbs.com/41c98371beb90d8750f8d87c5c7181c6\" tg-width=\"462\" tg-height=\"610\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.fortunebusinessinsights.com</p><p></p><p>But the role they may have in the future is still a question mark. In fact, market analysis are not aligned when it comes to AI top players (see MarketsandMarkets and fortunebusinessinsights.com for a comparison). And this is even more palpable when looking at the cybersecurity landscape.</p><p></p><p><img src=\"https://static.tigerbbs.com/f310bcaab88530828be8a0666215272f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.persistencemarketresearch.com</p><p></p><p>All that depends on several variables: the players’ specific know-how, the kind of product or service they can provide, the application target market.</p><p>In none of the above statistics Palantir appears. As the company acknowledges in its FY202I Annual Report:</p><blockquote><i>We are fundamentally competing with the internal software development efforts of our potential customers. Organizations frequently attempt to build their own data platforms before turning to buy ours. In trying to build something on their own, they generally rely on a patchwork of custom solutions, outside consultants, IT services companies, packaged enterprise and open source software, and significant internal IT resources. In addition, our competitors include large enterprise software companies, government contractors, and system integrators. We also face competition from emerging companies as well as established companies that are only now beginning to enter this market.</i></blockquote><p>AI competencies are quite a new ground where know-how still needs to be exploited and strengthened. In addition, some businesses are focusing their AI competencies to specific fields (i.e. cloud security, content creation, process efficiency…) in an attempt to create niches and build strong barriers to new entrants.</p><h3><b>b) Know-how</b></h3><p>If you consider costs sustained to provide high value solutions to the Government sectors, you may argue that Palantir is not correctly pricing its products and services to this customer segment.</p><p>Indeed, the company is actually building and reinforcing its know-how and technical reputation to increase sales and acquire new customers in its original segment and in new ones as well.</p><p>Recent contracts, like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> signed with the UK Ministry of Defense, are supporting this theory. The most think of the Government Sector as the US Government only. But expansion and internationalization are possible in this arena as well (at certain conditions) as the Company points out:</p><blockquote><i>We generally do not enter into business with customers or governments whose positions or actions we consider inconsistent with our mission to support Western liberal democracy and its strategic allies</i></blockquote><p>In addition, Palantir has provided the US Government with ad hoc solutions, from intelligence to healthcare. It’s difficult to argue that products for private clients may come at high marginal costs.</p><p>Briefly, operating expenses devoted to the US Government projects may be interpreted as an R&D asset to reach new global customers among institutions and commercial companies.</p><h3><b>c) ERP-like</b></h3><p>Few remember that SAP (SAP), a global leader in ERP products, was born in 1973 in Germany and it took more than 20 years to become the strong performing brand that everybody now knows.</p><p>AI solutions are similar to what ERP software was at the beginning of 2000: designed (and highly customized) for big corporations, re-adapted and made affordable for small businesses in the following decades. All that was possible thanks to high R&D expenses at the very beginning.</p><p>Don't forget the differences, anyway. ERP solutions are process-based. It’s not a case, in fact, that in its recent presentation SAP has unveiled its incubation strategy, where “Business Process Intelligence” and “Sovereign Clouds” are two key components.</p><p></p><p><img src=\"https://static.tigerbbs.com/87ecafd9e588a37a43c085a8e4e47b0c\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.sap.com</p><p></p><p>Apart from the sovereign cloud component, present in Palantir portfolio as well, there is no overlap. Palantir AI is forward-looking “Foundational Software for Tomorrow – Delivered Today™.”</p><p>But Palantir products don’t come without integration tools: software integration is the future for AI as well.</p><h3><b>d) Key industry players</b></h3><p>They are focusing on R&D to offer AI customized solutions, but that’s not enough. The market still lacks AI adequate specialists, both from a quantitative and a qualitative point of view. As a consequence, the major players are negotiating partnership and buying startups to reach their objective. As the competitive field is large, one needs to focus. It’s not a case that even newborn companies are trying to exploit their niche. My personal experience with startups in Italy seems to confirm that trend: VCs are riding the waves too, preparing the field in advance for a promising exit where industry players could be the acquirers.</p><h2><b>May Palantir be a Target?</b></h2><p>That seems quite interesting. Palantir product portfolio is wide and it targets different customer segments:</p><p></p><p><img src=\"https://static.tigerbbs.com/e2c84cfc9d9846851cb7455f52bcd8f6\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.palantir.com</p><p></p><ul><li>The company has proven successful in retaining the Government as a customer and expanding its business towards further sectors</li><li>It generates cash and its economics have significantly improved in the very last years, both in absolute value and as a % on revenues</li><li>Palantir people are a key to its success. They are an asset, a system inside the company. For competitors, it’s not just a matter of hiring resources, but of orchestrating performances</li><li>Valuation is at discount. According to my DCF analysis, I expect an upside potential of about 27% versus May 31st closing value, with target price at $11. This does not come without risks, as it’s strongly related to the capability of Palantir to leverage on its R&D assets to penetrate the global market and retain its people.</li><li>Some of the big players have plenty of cash and may be interested in acquiring technology, market share, know-how (or at least a controlling stake in it). In this case, I don’t expect the offer to be based on a 52-week historical average quote: that would imply a price around $18, that is more than double the present quotation. A believe a more probable scenario could be a premium taking into account that the company would provide a “keys in hand” solution to the Acquirer. This may result in a target price of $14-$15, a further upside potential in the range of 27-36%.</li></ul><h2>Conclusion</h2><p>Palantir is a buy, both as a stand-alone business and in the eventuality of a deal.</p><p>In the former case, it has an upside potential coming from its strengths and reputation in the AI market, with sales expansion on an international basis and leverage on deep technical skills. Target price at $11-$11.5.</p><p>In addition, tech corporations may look at the company as an interesting target to internalize AI know-how and market positioning as well. Target price at $14-$15.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Is A Buy: Let Me Tell You Why</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\">\nPalantir Is A Buy: Let Me Tell You Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 17:50 GMT+8 <a href=https://seekingalpha.com/article/4516212-palantir-is-a-buy-let-me-tell-you-why><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Black_Kira/iStock via Getty ImagesReputation, leverage on a large product portfolio, ability to internationalize its business and conquering new target markets are the keys to the future success of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516212-palantir-is-a-buy-let-me-tell-you-why\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4516212-palantir-is-a-buy-let-me-tell-you-why","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240194962","content_text":"Black_Kira/iStock via Getty ImagesReputation, leverage on a large product portfolio, ability to internationalize its business and conquering new target markets are the keys to the future success of Palantir.The company has built a strong reputation in the AI market by working with the Government sector and, more recently, by expanding its business to the Commercial sector. Revenues have grown at 37% CAGR between 2018 and 2021, with improved GP% at 78% on revenues in 2021.R&D costs sustained in the past helped the company develop a wide range of products addressable to several application markets, from cybersecurity to automotive.That’s why a further significant increase in revenues could be expected at low marginal development costs.I ran a DCF projection where sales could reach $3.6B in 2025 (24% CAGR from 2021), with GP% at 78% and the company continuing generating positive cash flows and turning profitable in 2024. That is a quite prudential scenario, considering that the market is growing at 38.1% CAGR and no leader has emerged till know. Based on that, I expect a target price in the $11-$11.50 range as a stand-alone business. Further upside potential may result from an M&A scenario.But the market is still bearish on the stock, which on May 31st was down 53% on a YTD basis.What are the reasons behind that trend?Company revenues mainly come from the Government sector, accounting for 54% in Q1 2022 (61% in Q1 2021 and 58% in FY 2021 respectively).www.palantir.com2. The company tried to expand the commercial sector, but these results are quite recent.www.palantir.com3. The commercial sector target may have diverted the sales efforts previously devoted to the Government industry, whose growth pace is actually decreasing. In addition, average revenues/customer seem to show a decreasing path in Q1 2022 if you consider that 12-month trailing customers are more than tripling while revenues are increasing at a much lower pace.This may be a sign that conquering and retaining this kind of customers is still a time-consuming business. Contracts are smaller and split among a higher number of clients.4. Government contracts are complex and require a significant degree of tailored-made activities. As Palantir declares in its FY 2021 Financial Statements:We historically have not realized all of the revenue from the full deal value of our customer contracts, and we may not do so in the future. This is because the actual timing and amount of revenue under contracts included are subject to various contingencies, including exercise of contractual options, customers not terminating their contracts, and renegotiation of contracts. In addition, delays in the completion of the U.S. government’s budgeting process, the use of continuing resolutions, and a potential lapse in appropriations, or similar events in other jurisdictions, could adversely affect our ability to timely recognize revenue under certain government contracts5. Palantir is 20 years old: it generates cash, but it has always been unprofitable. The discrepancy between profit and cash is mainly due to the significant amount of stock options that the company is using to pay its employees.All that is true and proven by public information and numbers.Indeed, several factors need to be considered to depict the full story.a) Market and competitive arenaAI and Cybersecurity, where Palantir is active, are huge markets, growing at a tremendous pace:www.globenewswire.comSome big operators set foot in the arena:www.fortunebusinessinsights.comBut the role they may have in the future is still a question mark. In fact, market analysis are not aligned when it comes to AI top players (see MarketsandMarkets and fortunebusinessinsights.com for a comparison). And this is even more palpable when looking at the cybersecurity landscape.www.persistencemarketresearch.comAll that depends on several variables: the players’ specific know-how, the kind of product or service they can provide, the application target market.In none of the above statistics Palantir appears. As the company acknowledges in its FY202I Annual Report:We are fundamentally competing with the internal software development efforts of our potential customers. Organizations frequently attempt to build their own data platforms before turning to buy ours. In trying to build something on their own, they generally rely on a patchwork of custom solutions, outside consultants, IT services companies, packaged enterprise and open source software, and significant internal IT resources. In addition, our competitors include large enterprise software companies, government contractors, and system integrators. We also face competition from emerging companies as well as established companies that are only now beginning to enter this market.AI competencies are quite a new ground where know-how still needs to be exploited and strengthened. In addition, some businesses are focusing their AI competencies to specific fields (i.e. cloud security, content creation, process efficiency…) in an attempt to create niches and build strong barriers to new entrants.b) Know-howIf you consider costs sustained to provide high value solutions to the Government sectors, you may argue that Palantir is not correctly pricing its products and services to this customer segment.Indeed, the company is actually building and reinforcing its know-how and technical reputation to increase sales and acquire new customers in its original segment and in new ones as well.Recent contracts, like the one signed with the UK Ministry of Defense, are supporting this theory. The most think of the Government Sector as the US Government only. But expansion and internationalization are possible in this arena as well (at certain conditions) as the Company points out:We generally do not enter into business with customers or governments whose positions or actions we consider inconsistent with our mission to support Western liberal democracy and its strategic alliesIn addition, Palantir has provided the US Government with ad hoc solutions, from intelligence to healthcare. It’s difficult to argue that products for private clients may come at high marginal costs.Briefly, operating expenses devoted to the US Government projects may be interpreted as an R&D asset to reach new global customers among institutions and commercial companies.c) ERP-likeFew remember that SAP (SAP), a global leader in ERP products, was born in 1973 in Germany and it took more than 20 years to become the strong performing brand that everybody now knows.AI solutions are similar to what ERP software was at the beginning of 2000: designed (and highly customized) for big corporations, re-adapted and made affordable for small businesses in the following decades. All that was possible thanks to high R&D expenses at the very beginning.Don't forget the differences, anyway. ERP solutions are process-based. It’s not a case, in fact, that in its recent presentation SAP has unveiled its incubation strategy, where “Business Process Intelligence” and “Sovereign Clouds” are two key components.www.sap.comApart from the sovereign cloud component, present in Palantir portfolio as well, there is no overlap. Palantir AI is forward-looking “Foundational Software for Tomorrow – Delivered Today™.”But Palantir products don’t come without integration tools: software integration is the future for AI as well.d) Key industry playersThey are focusing on R&D to offer AI customized solutions, but that’s not enough. The market still lacks AI adequate specialists, both from a quantitative and a qualitative point of view. As a consequence, the major players are negotiating partnership and buying startups to reach their objective. As the competitive field is large, one needs to focus. It’s not a case that even newborn companies are trying to exploit their niche. My personal experience with startups in Italy seems to confirm that trend: VCs are riding the waves too, preparing the field in advance for a promising exit where industry players could be the acquirers.May Palantir be a Target?That seems quite interesting. Palantir product portfolio is wide and it targets different customer segments:www.palantir.comThe company has proven successful in retaining the Government as a customer and expanding its business towards further sectorsIt generates cash and its economics have significantly improved in the very last years, both in absolute value and as a % on revenuesPalantir people are a key to its success. They are an asset, a system inside the company. For competitors, it’s not just a matter of hiring resources, but of orchestrating performancesValuation is at discount. According to my DCF analysis, I expect an upside potential of about 27% versus May 31st closing value, with target price at $11. This does not come without risks, as it’s strongly related to the capability of Palantir to leverage on its R&D assets to penetrate the global market and retain its people.Some of the big players have plenty of cash and may be interested in acquiring technology, market share, know-how (or at least a controlling stake in it). In this case, I don’t expect the offer to be based on a 52-week historical average quote: that would imply a price around $18, that is more than double the present quotation. A believe a more probable scenario could be a premium taking into account that the company would provide a “keys in hand” solution to the Acquirer. This may result in a target price of $14-$15, a further upside potential in the range of 27-36%.ConclusionPalantir is a buy, both as a stand-alone business and in the eventuality of a deal.In the former case, it has an upside potential coming from its strengths and reputation in the AI market, with sales expansion on an international basis and leverage on deep technical skills. Target price at $11-$11.5.In addition, tech corporations may look at the company as an interesting target to internalize AI know-how and market positioning as well. Target price at $14-$15.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027733197,"gmtCreate":1654084295919,"gmtModify":1676535391062,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Nio is a potential growth stock for long term value investing. ","listText":"Nio is a potential growth stock for long term value investing. ","text":"Nio is a potential growth stock for long term value investing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027733197","repostId":"2240465471","repostType":4,"repost":{"id":"2240465471","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1654076259,"share":"https://ttm.financial/m/news/2240465471?lang=&edition=fundamental","pubTime":"2022-06-01 17:37","market":"us","language":"en","title":"Nio, Salesforce, GameStop, HP, ChargePoint, Tonix: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2240465471","media":"Tiger Newspress","summary":"Some of the stocks that may grab investor focus today are:","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>China-based electric vehicle maker Nio <a href=\"https://ttm.financial/NW/1178697371\" target=\"_blank\">reported</a> that it delivered 7,024 vehicles in May 2022; it delivered 37,866 vehicles year-to-date in 2022, increasing by 11.8% year-over-year; it delivered Cumulative deliveries of vehicles as of May 31, 2022 reached 204,936. Nio shares gained 2.2% in premarket trading Wednesday.</li></ul><ul><li><b>Salesforce, Inc.</b> (NYSE:CRM) reported upbeat results for its first quarter and raised its annual profit forecast. Salesforce shares jumped 7.3% to $171.86 in premarket trading Wednesday.</li><li>Analysts expect <b>GameStop Corp. </b> (NYSE:GME) to post a quarterly loss at $1.45 per share on revenue of $1.32 billion after the closing bell. GameStop shares fell 0.8% to $123.69 in premarket trading Wednesday.</li></ul><ul><li><b>HP Inc.</b> (NYSE:HPQ) reported better-than-expected results for its second quarter and issued strong earnings guidance for the third quarter. HP shares fell 0.1% to $38.81 in premarket trading Wednesday.</li></ul><ul><li><b>ChargePoint Holdings</b> (NYSE:CHPT) fell 3.9% in premarket trading Wednesday after reporting a larger quarterly loss than anticipated.</li></ul><ul><li>Nano cap biotech <b>Tonix Pharmaceuticals</b> (NASDAQ:TNXP) announced on Tuesday that its board of directors approved a share repurchase program to buy up to $12.5M worth of its outstanding common stock. Tonix (TNXP) shares added 15.6% in premarket trading Wednesday..</li></ul><ul><li>Wall Street expects <b>Capri Holdings Limited</b> (NYSE:CPRI) to report quarterly earnings at $0.82 per share on revenue of $1.41 billion after the closing bell. Capri Holdings shares rose 3.6% to $50.50 in after-hours trading Tuesday.</li><li>Analysts are expecting <b>Hewlett Packard Enterprise Company</b> (NYSE:HPE) to have earned $0.45 per share on revenue of $6.79 billion. The company will release earnings after the markets close. Hewlett Packard Enterprise shares rose 1.1% to $15.77 in after-hours trading Tuesday.</li></ul><ul></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio, Salesforce, GameStop, HP, ChargePoint, Tonix: U.S. Stocks To Watch</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\">\nNio, Salesforce, GameStop, HP, ChargePoint, Tonix: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-01 17:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>China-based electric vehicle maker Nio <a href=\"https://ttm.financial/NW/1178697371\" target=\"_blank\">reported</a> that it delivered 7,024 vehicles in May 2022; it delivered 37,866 vehicles year-to-date in 2022, increasing by 11.8% year-over-year; it delivered Cumulative deliveries of vehicles as of May 31, 2022 reached 204,936. Nio shares gained 2.2% in premarket trading Wednesday.</li></ul><ul><li><b>Salesforce, Inc.</b> (NYSE:CRM) reported upbeat results for its first quarter and raised its annual profit forecast. Salesforce shares jumped 7.3% to $171.86 in premarket trading Wednesday.</li><li>Analysts expect <b>GameStop Corp. </b> (NYSE:GME) to post a quarterly loss at $1.45 per share on revenue of $1.32 billion after the closing bell. GameStop shares fell 0.8% to $123.69 in premarket trading Wednesday.</li></ul><ul><li><b>HP Inc.</b> (NYSE:HPQ) reported better-than-expected results for its second quarter and issued strong earnings guidance for the third quarter. HP shares fell 0.1% to $38.81 in premarket trading Wednesday.</li></ul><ul><li><b>ChargePoint Holdings</b> (NYSE:CHPT) fell 3.9% in premarket trading Wednesday after reporting a larger quarterly loss than anticipated.</li></ul><ul><li>Nano cap biotech <b>Tonix Pharmaceuticals</b> (NASDAQ:TNXP) announced on Tuesday that its board of directors approved a share repurchase program to buy up to $12.5M worth of its outstanding common stock. Tonix (TNXP) shares added 15.6% in premarket trading Wednesday..</li></ul><ul><li>Wall Street expects <b>Capri Holdings Limited</b> (NYSE:CPRI) to report quarterly earnings at $0.82 per share on revenue of $1.41 billion after the closing bell. Capri Holdings shares rose 3.6% to $50.50 in after-hours trading Tuesday.</li><li>Analysts are expecting <b>Hewlett Packard Enterprise Company</b> (NYSE:HPE) to have earned $0.45 per share on revenue of $6.79 billion. The company will release earnings after the markets close. Hewlett Packard Enterprise shares rose 1.1% to $15.77 in after-hours trading Tuesday.</li></ul><ul></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPE":"慧与科技","GME":"游戏驿站","CPRI":"Capri Holdings Ltd","TNXP":"Tonix Pharmaceuticals Holding Co","NIO":"蔚来","HPQ":"惠普","CRM":"赛富时","CHPT":"ChargePoint Holdings Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240465471","content_text":"Some of the stocks that may grab investor focus today are:China-based electric vehicle maker Nio reported that it delivered 7,024 vehicles in May 2022; it delivered 37,866 vehicles year-to-date in 2022, increasing by 11.8% year-over-year; it delivered Cumulative deliveries of vehicles as of May 31, 2022 reached 204,936. Nio shares gained 2.2% in premarket trading Wednesday.Salesforce, Inc. (NYSE:CRM) reported upbeat results for its first quarter and raised its annual profit forecast. Salesforce shares jumped 7.3% to $171.86 in premarket trading Wednesday.Analysts expect GameStop Corp. (NYSE:GME) to post a quarterly loss at $1.45 per share on revenue of $1.32 billion after the closing bell. GameStop shares fell 0.8% to $123.69 in premarket trading Wednesday.HP Inc. (NYSE:HPQ) reported better-than-expected results for its second quarter and issued strong earnings guidance for the third quarter. HP shares fell 0.1% to $38.81 in premarket trading Wednesday.ChargePoint Holdings (NYSE:CHPT) fell 3.9% in premarket trading Wednesday after reporting a larger quarterly loss than anticipated.Nano cap biotech Tonix Pharmaceuticals (NASDAQ:TNXP) announced on Tuesday that its board of directors approved a share repurchase program to buy up to $12.5M worth of its outstanding common stock. Tonix (TNXP) shares added 15.6% in premarket trading Wednesday..Wall Street expects Capri Holdings Limited (NYSE:CPRI) to report quarterly earnings at $0.82 per share on revenue of $1.41 billion after the closing bell. Capri Holdings shares rose 3.6% to $50.50 in after-hours trading Tuesday.Analysts are expecting Hewlett Packard Enterprise Company (NYSE:HPE) to have earned $0.45 per share on revenue of $6.79 billion. The company will release earnings after the markets close. Hewlett Packard Enterprise shares rose 1.1% to $15.77 in after-hours trading Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024527796,"gmtCreate":1653889835615,"gmtModify":1676535358613,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Airbnb hope can perform well after COVID lifted as more peoples can travel. ","listText":"Airbnb hope can perform well after COVID lifted as more peoples can travel. ","text":"Airbnb hope can perform well after COVID lifted as more peoples can travel.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024527796","repostId":"2238959566","repostType":4,"repost":{"id":"2238959566","kind":"highlight","pubTimestamp":1653881880,"share":"https://ttm.financial/m/news/2238959566?lang=&edition=fundamental","pubTime":"2022-05-30 11:38","market":"us","language":"en","title":"The Best Stocks to Invest $1,000 in Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2238959566","media":"Motley Fool","summary":"Airbnb and Tesla both have fantastic potential for long-term investors.","content":"<html><head></head><body><p>Putting $1,000 into the stock market right now may seem like risky business. With inflation still stubbornly high and the Federal Reserve poised to continue raising rates, investors have shunned stocks in nearly every sector.</p><p>But here's the thing: While it feels like the market will never rebound, history tells us that it certainly will. And when it does, you'll be glad you were holding shares of great companies.</p><p>That's why you should consider putting some money toward <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a>. Because when the market eventually finds its footing, these two companies could end up being fantastic stocks to own for long-term investors.</p><h2><b>1. </b><a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></h2><p>Airbnb's unique booking platform for short-term and long-term stays hasn't been a great market performer since it went public last year, but even as a shareholder, I'm not worried. That's because the company is consistently growing in several key areas.</p><p>First, consider that the company's nights and experiences bookings surpassed pre-pandemic levels in the most recent quarter, reaching 102 million. Not only is that proof of a travel rebound, but it also marks the first time that Airbnb surpassed 100 million nights and experiences booked in a quarter.</p><p>Second, revenue is growing at a rapid pace. Sales reached $1.5 billion in the first quarter, an impressive 80% increase from the first quarter of 2019. That revenue growth further proves that when coronavirus restrictions were removed across the globe and vaccines became widely available. Travelers were quick to use Airbnb to book trips.</p><p>And finally, while Airbnb isn't profitable right now, the company's bottom line is improving. Before the pandemic, the company's net loss in the first quarter was $292 million, but two years later, Airbnb lost just $19 million.</p><p>With the company proving that it has already rebounded from the Covid-induced travel slump, investors may want to give this beaten-down stock strong consideration for their portfolio.</p><h2><b>2.</b> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h2><p>Tesla is just coming off a fantastic quarter where the company reported strong sales and vehicle deliveries, despite factory shutdowns, rising inflation, and material shortages.</p><p>Tesla's first-quarter vehicle production spiked 69% from the year-ago quarter to 305,407 vehicles, and vehicle deliveries increased 68% to 310,048.</p><p>That growth is already impressive on its own, but it looks even better when you consider that Tesla had to manage a factory shutdown in Shanghai because of China's strict zero-Covid policies. Tesla was able to help offset the factory hiccups because it brought its Berlin factory online in March and opened its Texas factory in April.</p><p>Tesla's strong vehicle deliveries in the quarter translated into a staggering 87% increase in automotive revenue in the quarter to $16.9 billion. Part of the jump came from higher selling prices for its vehicles, which shows that even with price increases, the company's vehicles are still in high demand.</p><p>And finally, Tesla's operating margin was an impressive 19.2% in the first quarter, up from just 5.7% in the year-ago quarter and higher than the 14.7% operating margin in the fourth quarter.</p><p>For investors trying to find a company that successfully taps into the growing EV market, Tesla's latest quarter proves that the company knows how to manage production, increase sales, and boost operating margins all at the same time. That's far more than most EV makers can claim right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Best Stocks to Invest $1,000 in Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Best Stocks to Invest $1,000 in Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 11:38 GMT+8 <a href=https://www.fool.com/investing/2022/05/28/the-best-stocks-to-invest-1000-in-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Putting $1,000 into the stock market right now may seem like risky business. With inflation still stubbornly high and the Federal Reserve poised to continue raising rates, investors have shunned ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/28/the-best-stocks-to-invest-1000-in-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","ABNB":"爱彼迎"},"source_url":"https://www.fool.com/investing/2022/05/28/the-best-stocks-to-invest-1000-in-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238959566","content_text":"Putting $1,000 into the stock market right now may seem like risky business. With inflation still stubbornly high and the Federal Reserve poised to continue raising rates, investors have shunned stocks in nearly every sector.But here's the thing: While it feels like the market will never rebound, history tells us that it certainly will. And when it does, you'll be glad you were holding shares of great companies.That's why you should consider putting some money toward Tesla and Airbnb. Because when the market eventually finds its footing, these two companies could end up being fantastic stocks to own for long-term investors.1. AirbnbAirbnb's unique booking platform for short-term and long-term stays hasn't been a great market performer since it went public last year, but even as a shareholder, I'm not worried. That's because the company is consistently growing in several key areas.First, consider that the company's nights and experiences bookings surpassed pre-pandemic levels in the most recent quarter, reaching 102 million. Not only is that proof of a travel rebound, but it also marks the first time that Airbnb surpassed 100 million nights and experiences booked in a quarter.Second, revenue is growing at a rapid pace. Sales reached $1.5 billion in the first quarter, an impressive 80% increase from the first quarter of 2019. That revenue growth further proves that when coronavirus restrictions were removed across the globe and vaccines became widely available. Travelers were quick to use Airbnb to book trips.And finally, while Airbnb isn't profitable right now, the company's bottom line is improving. Before the pandemic, the company's net loss in the first quarter was $292 million, but two years later, Airbnb lost just $19 million.With the company proving that it has already rebounded from the Covid-induced travel slump, investors may want to give this beaten-down stock strong consideration for their portfolio.2. TeslaTesla is just coming off a fantastic quarter where the company reported strong sales and vehicle deliveries, despite factory shutdowns, rising inflation, and material shortages.Tesla's first-quarter vehicle production spiked 69% from the year-ago quarter to 305,407 vehicles, and vehicle deliveries increased 68% to 310,048.That growth is already impressive on its own, but it looks even better when you consider that Tesla had to manage a factory shutdown in Shanghai because of China's strict zero-Covid policies. Tesla was able to help offset the factory hiccups because it brought its Berlin factory online in March and opened its Texas factory in April.Tesla's strong vehicle deliveries in the quarter translated into a staggering 87% increase in automotive revenue in the quarter to $16.9 billion. Part of the jump came from higher selling prices for its vehicles, which shows that even with price increases, the company's vehicles are still in high demand.And finally, Tesla's operating margin was an impressive 19.2% in the first quarter, up from just 5.7% in the year-ago quarter and higher than the 14.7% operating margin in the fourth quarter.For investors trying to find a company that successfully taps into the growing EV market, Tesla's latest quarter proves that the company knows how to manage production, increase sales, and boost operating margins all at the same time. That's far more than most EV makers can claim right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025593764,"gmtCreate":1653701869358,"gmtModify":1676535329460,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"I think should buy some when undervalue and do value investing. ","listText":"I think should buy some when undervalue and do value investing. ","text":"I think should buy some when undervalue and do value investing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025593764","repostId":"2238625293","repostType":4,"repost":{"id":"2238625293","kind":"highlight","pubTimestamp":1653697098,"share":"https://ttm.financial/m/news/2238625293?lang=&edition=fundamental","pubTime":"2022-05-28 08:18","market":"us","language":"en","title":"Better Buy: Nvidia Stock or Every Nasdaq Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2238625293","media":"Motley Fool","summary":"Thursday's bullish jolt has some people thinking the pullback is over, but that viewpoint oversimplifies the matter.","content":"<html><head></head><body><p>It's been a tough past few months for <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and its investors. Despite being swept higher in Friday's broad bullishness, shares of the technology giant are still down by nearly half of their peak price hit in November. And the company just warned shareholders that revenue for the quarter now underway wouldn't be as healthy as analysts were initially anticipating.</p><p>Veteran investors know, however, that some of the market's biggest rewards come from buying shares of great companies while they're beaten down. Nvidia is a great company. It's just going through a rough patch.</p><p>Before stepping into a stake in this great company, though, take a step back and consider an alternative that may be a more appropriate pick for your particular portfolio.</p><h2>Storm warning</h2><p>If you're reading this, then you likely already know Nvidia's only anticipating a top line of $8.1 billion for the current quarter, versus analysts' expectations of $8.4 billion. CFO Colette Kress explained during the first-quarter conference call that the company's starting to see "softness in parts of Europe related to the war in the Ukraine and parts of China due to the COVID lockdowns." She added that "the extent in which cryptocurrency mining contributed to Gaming demand is difficult for us to quantify with any reasonable degree of precision," leaving investors further guessing as to what lies ahead.</p><p>Of course, none of this is exactly new stuff for investors to digest. Even with Thursday's 6% gain, Nvidia shares are still only worth about half of what they were worth as of November, as these concerns have been priced into the stock's value for weeks now.</p><p>The headwind created by the crisis in Ukraine, continued COVID-19 lockdowns, and the implosion of cryptocurrency prices, however, are all temporary problems, even if other investors don't see it. That seemingly translates into opportunity. Like Baron Rothschild reportedly put it, "Buy when there's blood in the streets."</p><p>As is always the case, though, there's more to the story.</p><h2>Not even the pros do it very well, or for very long</h2><p>In this case the "more" is a question about the rest of your holdings. Namely, is your portfolio already well-founded by a diversified index fund offering you all of the stock market's upside, but also curbing the volatility that individual stocks bring to the table? It should be. Better yet, index funds also steer investors clear of the temptation to time individual entries and exits of stocks, since they're simply a means of plugging into the market's broad, long-term bullishness even if they do suffer the occasional stumble.</p><p>Statistics certainly support the idea that chasing hot stocks can do more harm than good. Take Standard & Poor's look at the performance of equity mutual funds versus the market as an example. Last year, 85% of mutual funds available in the United States failed to keep pace with the <b>S&P 500</b>. It wasn't just a bout of bad luck, either. Over the course of the past five years, nearly three-fourths of these funds trailed the S&P 500. For the past 10 years, the failure figure ratchets back up to 83%.</p><p>And if you think one year's winners tend be perpetual winners, think again. Only a little over half of 2019's top-performing funds were even in the top quartile in 2020. Then, in 2021, only 2.2% of 2019's market-beating funds were still among the best performers.</p><p>These fund managers are professionals, usually paid with the expectation that they'll be able to beat the market. Even with all the tools and resources at their disposal, most can't. It's even tougher for investors with other responsibilities and fewer resources to beat the market by frequently buying and selling individual stocks.</p><h2>A better bet</h2><p>So if not Nvidia, then what?</p><p>To be clear, if you want to step into Nvidia shares while they're down, feel free. That's especially the case if you've already got a well-diversified portfolio, <i>and</i> if you fully understand the unique risks of buying this particular name. Chief among these risks is not knowing exactly how long its business will be disrupted by what's happening in Ukraine and more pandemic-prompted lockdowns.</p><p>If you're just starting out, though -- or if your portfolio isn't all that well diversified -- a fund built to reflect the <b>Nasdaq Composite</b> (IXIC.) or an exchange-traded fund like the<b> Invesco QQQ Trust</b> (QQQ) could be an easy way to own a basket of stocks that still has most of the potential upside of Nvidia itself.</p><p>It's not the original intent, but the Nasdaq exchange has attracted more than its fair share of aggressive, successful technology companies. In addition to Nvidia, some of its top constituents include<b> Apple</b>, <b>Microsoft</b>, <b>Alphabet</b>, and <b>Amazon</b>. None of these names are in the computer processor business Nvidia is in... a business that's still growing, and a business that Nvidia is leading. That's not necessarily a bad thing, however. Most of these companies' fortunes are tethered to the others as well as the rest of the Nasdaq's key names, and each enjoys similar growth prospects.</p><p>Perhaps most important, though, owning this basket of stocks means you don't have to constantly worry whether one of them is suddenly going to fall out of favor and do serious damage to your portfolio's value.</p><h2>What's your real motivation?</h2><p>It's not as sexy a choice as taking a swing on Nvidia. And it's certainly not as scintillating as the idea of being able to say you bought stock right at the bottom of its 50% drubbing.</p><p>You don't invest for ego or entertainment, though. You invest to make money by maximizing your gains while minimizing your risk. An index always does that job better than an individual stock does, especially if your portfolio is chock-full of stocks that are all too aggressive, and too closely related.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Nvidia Stock or Every Nasdaq Stock?</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\">\nBetter Buy: Nvidia Stock or Every Nasdaq Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-28 08:18 GMT+8 <a href=https://www.fool.com/investing/2022/05/27/better-buy-nvidia-stock-or-every-nasdaq-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a tough past few months for Nvidia and its investors. Despite being swept higher in Friday's broad bullishness, shares of the technology giant are still down by nearly half of their peak ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/27/better-buy-nvidia-stock-or-every-nasdaq-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","NVDA":"英伟达","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/05/27/better-buy-nvidia-stock-or-every-nasdaq-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238625293","content_text":"It's been a tough past few months for Nvidia and its investors. Despite being swept higher in Friday's broad bullishness, shares of the technology giant are still down by nearly half of their peak price hit in November. And the company just warned shareholders that revenue for the quarter now underway wouldn't be as healthy as analysts were initially anticipating.Veteran investors know, however, that some of the market's biggest rewards come from buying shares of great companies while they're beaten down. Nvidia is a great company. It's just going through a rough patch.Before stepping into a stake in this great company, though, take a step back and consider an alternative that may be a more appropriate pick for your particular portfolio.Storm warningIf you're reading this, then you likely already know Nvidia's only anticipating a top line of $8.1 billion for the current quarter, versus analysts' expectations of $8.4 billion. CFO Colette Kress explained during the first-quarter conference call that the company's starting to see \"softness in parts of Europe related to the war in the Ukraine and parts of China due to the COVID lockdowns.\" She added that \"the extent in which cryptocurrency mining contributed to Gaming demand is difficult for us to quantify with any reasonable degree of precision,\" leaving investors further guessing as to what lies ahead.Of course, none of this is exactly new stuff for investors to digest. Even with Thursday's 6% gain, Nvidia shares are still only worth about half of what they were worth as of November, as these concerns have been priced into the stock's value for weeks now.The headwind created by the crisis in Ukraine, continued COVID-19 lockdowns, and the implosion of cryptocurrency prices, however, are all temporary problems, even if other investors don't see it. That seemingly translates into opportunity. Like Baron Rothschild reportedly put it, \"Buy when there's blood in the streets.\"As is always the case, though, there's more to the story.Not even the pros do it very well, or for very longIn this case the \"more\" is a question about the rest of your holdings. Namely, is your portfolio already well-founded by a diversified index fund offering you all of the stock market's upside, but also curbing the volatility that individual stocks bring to the table? It should be. Better yet, index funds also steer investors clear of the temptation to time individual entries and exits of stocks, since they're simply a means of plugging into the market's broad, long-term bullishness even if they do suffer the occasional stumble.Statistics certainly support the idea that chasing hot stocks can do more harm than good. Take Standard & Poor's look at the performance of equity mutual funds versus the market as an example. Last year, 85% of mutual funds available in the United States failed to keep pace with the S&P 500. It wasn't just a bout of bad luck, either. Over the course of the past five years, nearly three-fourths of these funds trailed the S&P 500. For the past 10 years, the failure figure ratchets back up to 83%.And if you think one year's winners tend be perpetual winners, think again. Only a little over half of 2019's top-performing funds were even in the top quartile in 2020. Then, in 2021, only 2.2% of 2019's market-beating funds were still among the best performers.These fund managers are professionals, usually paid with the expectation that they'll be able to beat the market. Even with all the tools and resources at their disposal, most can't. It's even tougher for investors with other responsibilities and fewer resources to beat the market by frequently buying and selling individual stocks.A better betSo if not Nvidia, then what?To be clear, if you want to step into Nvidia shares while they're down, feel free. That's especially the case if you've already got a well-diversified portfolio, and if you fully understand the unique risks of buying this particular name. Chief among these risks is not knowing exactly how long its business will be disrupted by what's happening in Ukraine and more pandemic-prompted lockdowns.If you're just starting out, though -- or if your portfolio isn't all that well diversified -- a fund built to reflect the Nasdaq Composite (IXIC.) or an exchange-traded fund like the Invesco QQQ Trust (QQQ) could be an easy way to own a basket of stocks that still has most of the potential upside of Nvidia itself.It's not the original intent, but the Nasdaq exchange has attracted more than its fair share of aggressive, successful technology companies. In addition to Nvidia, some of its top constituents include Apple, Microsoft, Alphabet, and Amazon. None of these names are in the computer processor business Nvidia is in... a business that's still growing, and a business that Nvidia is leading. That's not necessarily a bad thing, however. Most of these companies' fortunes are tethered to the others as well as the rest of the Nasdaq's key names, and each enjoys similar growth prospects.Perhaps most important, though, owning this basket of stocks means you don't have to constantly worry whether one of them is suddenly going to fall out of favor and do serious damage to your portfolio's value.What's your real motivation?It's not as sexy a choice as taking a swing on Nvidia. And it's certainly not as scintillating as the idea of being able to say you bought stock right at the bottom of its 50% drubbing.You don't invest for ego or entertainment, though. You invest to make money by maximizing your gains while minimizing your risk. An index always does that job better than an individual stock does, especially if your portfolio is chock-full of stocks that are all too aggressive, and too closely related.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022406255,"gmtCreate":1653562182477,"gmtModify":1676535304201,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"I think it is a solid company and potentially growth stock for long term. ","listText":"I think it is a solid company and potentially growth stock for long term. ","text":"I think it is a solid company and potentially growth stock for long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022406255","repostId":"2238318565","repostType":4,"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022167690,"gmtCreate":1653492734710,"gmtModify":1676535292079,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Cheap","listText":"Cheap","text":"Cheap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022167690","repostId":"2238593667","repostType":4,"repost":{"id":"2238593667","kind":"news","pubTimestamp":1653491485,"share":"https://ttm.financial/m/news/2238593667?lang=&edition=fundamental","pubTime":"2022-05-25 23:11","market":"us","language":"en","title":"Meta Platforms: Is FB Stock Dirt Cheap or Cheap Dirt?","url":"https://stock-news.laohu8.com/highlight/detail?id=2238593667","media":"InvestorPlace","summary":"FB stock was hit again, this time by a growth warning from rival Snap","content":"<html><head></head><body><ul><li>A warning from <b>Snap</b> (<b><u>SNAP</u></b>) sent <b>Meta Platforms</b> (<b><u>FB</u></b>) stock down nearly 8%.</li><li>It now sells for less than 14 times last year’s earnings.</li><li>Failure to meet this quarter’s estimates could send it even lower.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f69b84271002b1e2cabfe360d4adf1a3\" tg-width=\"1600\" tg-height=\"900\" width=\"100%\" height=\"auto\"/><span>Source: Blue Planet Studio / Shutterstock.com</span></p><p>Shares of <b>Meta Platforms</b> (NASDAQ:<b><u>FB</u></b>), formerly known as Facebook, dropped sharply after rival <b>Snap</b> (NYSE:<b><u>SNAP</u></b>) warned of slowing growth.</p><p>FB stock has now lost nearly half its value in 2022, opening May 25 at about $180 per share. That’s a price-to-earnings ratio of under 14x and a market cap of $490 billion.</p><p>While Meta is one of the kings in the cloud space, with a network of 15 cloud data centers, its value is based on ad revenue from its Facebook and Instagram social networks. WhatsApp, its free messaging application, is only now starting to bring in cash, with a cloud-based Application Program Interface (API).</p><p><b>Bull Case for FB Stock Explodes</b></p><p>The latest stock market disaster comes just weeks after TV analyst Jim Cramer doubled-down on Meta stock, telling TV viewers bears are going to be“very wrong.” He predicted the company’s “Reels” video app will “blow away” rival TikTok and that it can render anything without goggles. The stock is now back to where it was before announcing earnings on April 27. Then Cramer said his faith in CEO Mark Zuckerberg was “not misplaced.”</p><p>Meta next reports earnings on July 27, with analysts still expecting $2.59 per share of profit on revenue of $29.7 billion.Meta stock is just $30 per share above its pandemic low of $150.</p><p><b>Do It Yourself</b></p><p>Unlike other cloud kings, which have multiple revenue streams and host other companies’ content, Meta applications are the exclusive users of its cloud. While the other cloud kings — <b>Apple</b> (NASDAQ:<b><u>AAPL</u></b>), <b>Microsoft</b> (NASDAQ:<b><u>MSFT</u></b>), <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) and <b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) — have been hit by the tech wreck, Meta has been hit harder, because it lacks alternative revenue streams.</p><p>Despite the pressure, Meta invested nearly $20 billion in its cloud for the 12 months ending in March. It could afford this because it had over $57 billion in operating cash flow during 2021.</p><p>Meta announced last November it would put $29 billion to $34 billion into capital spending this year, much of it in artificial intelligence and machine learning software. The company re-branded from Facebook for the software push, looking to create a “metaverse” that can digitally recreate the real world. The rebranding announcement represented a high water mark for tech stocks, which have been falling ever since.</p><p>The problem is Meta’s advertising technology, whose power governments are seeking to rein in. A Senate bill would break its digital ad exchange. Europe’s Digital Markets Act places new obligations on “gatekeepers” like Meta,limiting how it can use data and making it easy for users to unsubscribe.</p><p>Despite the pounding FB stock has taken, and the pressure from governments, most analysts remain enamored of the stock. There are 36 following it at<i>Tipranks</i>, with only one seller and 26 buyers. The average one-year price target is $278.</p><p>Typical of the positive spin is a recent <i>New York Times</i> feature saying the cloud kings, which it calls “Big Tech,” have plenty of cash to invest through the business cycle and tie up government action in court for years.It noted, however, that Meta has instituted what it calls a “temporary hiring freeze” on some roles.</p><p><b>Bottom Line on FB Stock</b></p><p>Meta still has an ace in the hole.</p><p>That’s the developing world, where its free communication services remain vital for people who want to interact with global markets.</p><p>In other words, Meta has “First World Problems.” Governments in the developed world are threatening its cash flows, which came to $14 billion in the first quarter alone. So long as it can freely access Asian, African and Latin American markets, there’s a limit to the damage government can do.</p><p>The real danger is that global inflation sparks a global recession. If Meta can’t meet its $10 billion per quarter of investment commitments, the stock could fall still further.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms: Is FB Stock Dirt Cheap or Cheap Dirt?</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\">\nMeta Platforms: Is FB Stock Dirt Cheap or Cheap Dirt?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-25 23:11 GMT+8 <a href=https://investorplace.com/2022/05/meta-platforms-is-fb-stock-dirt-cheap-or-cheap-dirt/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A warning from Snap (SNAP) sent Meta Platforms (FB) stock down nearly 8%.It now sells for less than 14 times last year’s earnings.Failure to meet this quarter’s estimates could send it even lower....</p>\n\n<a href=\"https://investorplace.com/2022/05/meta-platforms-is-fb-stock-dirt-cheap-or-cheap-dirt/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2022/05/meta-platforms-is-fb-stock-dirt-cheap-or-cheap-dirt/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238593667","content_text":"A warning from Snap (SNAP) sent Meta Platforms (FB) stock down nearly 8%.It now sells for less than 14 times last year’s earnings.Failure to meet this quarter’s estimates could send it even lower.Source: Blue Planet Studio / Shutterstock.comShares of Meta Platforms (NASDAQ:FB), formerly known as Facebook, dropped sharply after rival Snap (NYSE:SNAP) warned of slowing growth.FB stock has now lost nearly half its value in 2022, opening May 25 at about $180 per share. That’s a price-to-earnings ratio of under 14x and a market cap of $490 billion.While Meta is one of the kings in the cloud space, with a network of 15 cloud data centers, its value is based on ad revenue from its Facebook and Instagram social networks. WhatsApp, its free messaging application, is only now starting to bring in cash, with a cloud-based Application Program Interface (API).Bull Case for FB Stock ExplodesThe latest stock market disaster comes just weeks after TV analyst Jim Cramer doubled-down on Meta stock, telling TV viewers bears are going to be“very wrong.” He predicted the company’s “Reels” video app will “blow away” rival TikTok and that it can render anything without goggles. The stock is now back to where it was before announcing earnings on April 27. Then Cramer said his faith in CEO Mark Zuckerberg was “not misplaced.”Meta next reports earnings on July 27, with analysts still expecting $2.59 per share of profit on revenue of $29.7 billion.Meta stock is just $30 per share above its pandemic low of $150.Do It YourselfUnlike other cloud kings, which have multiple revenue streams and host other companies’ content, Meta applications are the exclusive users of its cloud. While the other cloud kings — Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) — have been hit by the tech wreck, Meta has been hit harder, because it lacks alternative revenue streams.Despite the pressure, Meta invested nearly $20 billion in its cloud for the 12 months ending in March. It could afford this because it had over $57 billion in operating cash flow during 2021.Meta announced last November it would put $29 billion to $34 billion into capital spending this year, much of it in artificial intelligence and machine learning software. The company re-branded from Facebook for the software push, looking to create a “metaverse” that can digitally recreate the real world. The rebranding announcement represented a high water mark for tech stocks, which have been falling ever since.The problem is Meta’s advertising technology, whose power governments are seeking to rein in. A Senate bill would break its digital ad exchange. Europe’s Digital Markets Act places new obligations on “gatekeepers” like Meta,limiting how it can use data and making it easy for users to unsubscribe.Despite the pounding FB stock has taken, and the pressure from governments, most analysts remain enamored of the stock. There are 36 following it atTipranks, with only one seller and 26 buyers. The average one-year price target is $278.Typical of the positive spin is a recent New York Times feature saying the cloud kings, which it calls “Big Tech,” have plenty of cash to invest through the business cycle and tie up government action in court for years.It noted, however, that Meta has instituted what it calls a “temporary hiring freeze” on some roles.Bottom Line on FB StockMeta still has an ace in the hole.That’s the developing world, where its free communication services remain vital for people who want to interact with global markets.In other words, Meta has “First World Problems.” Governments in the developed world are threatening its cash flows, which came to $14 billion in the first quarter alone. So long as it can freely access Asian, African and Latin American markets, there’s a limit to the damage government can do.The real danger is that global inflation sparks a global recession. If Meta can’t meet its $10 billion per quarter of investment commitments, the stock could fall still further.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026589651,"gmtCreate":1653401050774,"gmtModify":1676535274839,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"It is attractive but I think should on hold as market look like downtrend. ","listText":"It is attractive but I think should on hold as market look like downtrend. ","text":"It is attractive but I think should on hold as market look like downtrend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026589651","repostId":"2237336747","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9905619488,"gmtCreate":1659870303246,"gmtModify":1703767240953,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"It is long term value or growth stock. Won't make much profit for short term. ","listText":"It is long term value or growth stock. Won't make much profit for short term. ","text":"It is long term value or growth stock. Won't make much profit for short term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905619488","repostId":"1166128821","repostType":4,"repost":{"id":"1166128821","kind":"news","pubTimestamp":1659844984,"share":"https://ttm.financial/m/news/1166128821?lang=&edition=fundamental","pubTime":"2022-08-07 12:03","market":"us","language":"en","title":"Palantir Q2: Investors Beware","url":"https://stock-news.laohu8.com/highlight/detail?id=1166128821","media":"Seeking Alpha","summary":"SummaryPalantir will be reporting its Q2 results before markets open on Monday.Its revenue is estima","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir will be reporting its Q2 results before markets open on Monday.</li><li>Its revenue is estimated to be $474.1 million.</li><li>Palantir's government revenue likely to remain subdued on account of lackluster order wins from the US government during the quarter.</li></ul><p>Palantir (NYSE:PLTR) will be releasing its Q2resultsbefore markets open on Monday. The company's management issued an extremely conservative revenue guidance for the quarter, in light of the global macroeconomic uncertainty, and investors are now wondering if there's a possibility of a revenue beat. But in addition to tracking Palantir's top line figure, investors should also track its customer additions, billings growth, segment financials and its management's outlook for Q3. These items, collectively, will highlight Palantir's near-term growth prospects and are likely to determine where its shares head next.</p><p><b>Operating Metrics</b></p><p>There's no denying that Palantir is a rapidly growing company but we've to keep a vigilant eye and check if its financial and operating growth momentums don't fizzle out during these times of macroeconomic uncertainty. For this, we can start by monitoring Palantir's customer additions, which essentially highlights its customer traction and indicates how competitive its platforms really are, in today's time.</p><p>Palantir has been able to expand its commercial customer base at an impressive pace over the past 6 quarters, exactly as I had forecasted in my prior articles like here, by undertaking a slew of initiatives. They rapidly expanded their sales team, offered free/limit trials to major enterprises and switched to a recurring payment model to reduce the inertia amongst its potential customer base. Since these initiatives are still ongoing, I expect them to continue bearing fruit and expect the company's commercial customer base to expand rapidly in the foreseeable future as well.</p><p><img src=\"https://static.tigerbbs.com/cfaddbc06e94e062dc724ff5af6593b7\" tg-width=\"640\" tg-height=\"544\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>However, Palantir seems to have hit a saturation point with regards to its government customer base. Maybe there's geopolitics at play, or maybe there aren't many government agencies in the world that are looking for data analytics solutions from a non-native company that has close ties with the US government. I welcome readers to speculate on the issue. But having said that, there haven't been any major announcements from Palantir to catapult growth in this area so I expect its government customer base to more or less remain flat sequentially.</p><p>Moving on, the customer adds figure alone won't be enough to reveal the entire picture. For instance, a sequentially flat billings figure, while customer growth continues, would imply that either existing customers slashed their spending on Palantir's platforms or its new customers signed up with miniscule contract values. On the other hand, healthy customer and billings growth would imply that Palantir's new and existing customers are in the process of ramping their spending on the company's platforms. A third scenario could be if Palantir's billings and customer growth declines, stagnates, or slows down, which would imply that Palantir has hit a saturation point and its platforms are no longer in vogue. So, pay close attention to Palantir's billings growth once the company reports its Q2 results this coming Monday.</p><p><img src=\"https://static.tigerbbs.com/cfef004ca3e7144d46683d030948280b\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Now, having discussed the operating levers, let's now shift attention to Palantir's financials.</p><p><b>Financial Bifurcation</b></p><p>It's worth noting that Palantir classifies its revenue in two reportable segments, namely commercial and government segments. The commercial segment happens to be the smaller one out of the two, at least in terms of revenue, and amounted to nearly 46% of the company's total sales last quarter.</p><p><img src=\"https://static.tigerbbs.com/c6c26bc211b592883ccfc648d76d754f\" tg-width=\"640\" tg-height=\"545\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Thanks to the rapid commercial customer adds in recent quarters, Palantir's commercial revenue has been growing at a breakneck pace of late and driving growth for the company as a whole. I expect this dynamic to continue in Q2 as well, with commercial revenue growing 10% sequentially and amounting to $225 million during Q2 2022.</p><p>The government segment contributed a little over 54% to Palantir's overall sales last quarter and the revenue stream has been growing at a relatively slower pace. This is, in part, due to the saturation in government customer additions as seen in the first section of this article. If the company's government customer base has saturated, then it's only natural that its government revenue stream would saturate as well.</p><p>What exacerbates the problem is that the inflow of federal government contracts has considerably slowed down in the last 2 quarters. Although Palantir's management noted in their last earnings call that they are "seeing an acceleration of our U.S. government revenue", the ground reality isn't all that encouraging. As it turns out, the dollar-value of new orders signed with various US government agencies during Q2, is up 14% sequentially but still down 48% year over year. This means that even though Palantir has made some progress on this front, there's still a long way to go when compared to the company's own prior history with government contract wins.</p><p><img src=\"https://static.tigerbbs.com/513e837064ffbf5b6adf1084eda3110b\" tg-width=\"640\" tg-height=\"456\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>So, as far as Q2 is concerned, I expect Palantir's government revenue to grow marginally by 3% sequentially, with its revenue figure coming in at approximately $249 million. At this pace, I expect Palantir's commercial revenue to overtake its government revenue and become the leading contributor to the entire company's top line sometime in Q4 2022 or Q1 2023. But coming back to our discussion, this brings us to a company-wide revenue estimate of $474.1 million. My forecast is coincidentally in-line with the Street'sestimatesthat are spanning from $470 million to $475.9 million.</p><p><img src=\"https://static.tigerbbs.com/a64133285cdbea23e36084f025bdfe2b\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>But having said that, pay close attention to Palantir management's revenue and billings outlook for Q3. As companies and government agencies across the globe cut down on spending, Palantir might be affected as well. This could come in the form of order cancellations, deferred contract signings and/or slowing down revenue growth. So, look for management's comments on their growth momentum.</p><p><b>Final Thoughts</b></p><p>Palantir's shares are down 62% from their 52-week highs and they're now attractively valued at current levels. The stock is trading at 14-times its trailing twelve-month sales at the time of this writing, which is more or less in-line with many of the other rapidly growing software infrastructure stocks.</p><p><img src=\"https://static.tigerbbs.com/54f28bcdbe209a2f5851224c7db57676\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>I, personally, expect Palantir to continue growing rapidly in the next 2 years at the very least. The company has compelling platform offerings and it has market validation in the form of rapid commercial customer additions. So, I remain bullish on Palantir. But, at the same time, I would recommend readers and investors to remain vigilant and monitor its customer additions, billings growth, segment financials and its management's outlook for Q3. These items will indicate if Palantir is succumbing to macroeconomic pressures or if its growth momentum remains intact. Good Luck!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Q2: Investors Beware</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\">\nPalantir Q2: Investors Beware\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 12:03 GMT+8 <a href=https://seekingalpha.com/article/4529579-palantir-q2-investors-beware><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir will be reporting its Q2 results before markets open on Monday.Its revenue is estimated to be $474.1 million.Palantir's government revenue likely to remain subdued on account of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4529579-palantir-q2-investors-beware\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4529579-palantir-q2-investors-beware","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166128821","content_text":"SummaryPalantir will be reporting its Q2 results before markets open on Monday.Its revenue is estimated to be $474.1 million.Palantir's government revenue likely to remain subdued on account of lackluster order wins from the US government during the quarter.Palantir (NYSE:PLTR) will be releasing its Q2resultsbefore markets open on Monday. The company's management issued an extremely conservative revenue guidance for the quarter, in light of the global macroeconomic uncertainty, and investors are now wondering if there's a possibility of a revenue beat. But in addition to tracking Palantir's top line figure, investors should also track its customer additions, billings growth, segment financials and its management's outlook for Q3. These items, collectively, will highlight Palantir's near-term growth prospects and are likely to determine where its shares head next.Operating MetricsThere's no denying that Palantir is a rapidly growing company but we've to keep a vigilant eye and check if its financial and operating growth momentums don't fizzle out during these times of macroeconomic uncertainty. For this, we can start by monitoring Palantir's customer additions, which essentially highlights its customer traction and indicates how competitive its platforms really are, in today's time.Palantir has been able to expand its commercial customer base at an impressive pace over the past 6 quarters, exactly as I had forecasted in my prior articles like here, by undertaking a slew of initiatives. They rapidly expanded their sales team, offered free/limit trials to major enterprises and switched to a recurring payment model to reduce the inertia amongst its potential customer base. Since these initiatives are still ongoing, I expect them to continue bearing fruit and expect the company's commercial customer base to expand rapidly in the foreseeable future as well.BusinessQuant.comHowever, Palantir seems to have hit a saturation point with regards to its government customer base. Maybe there's geopolitics at play, or maybe there aren't many government agencies in the world that are looking for data analytics solutions from a non-native company that has close ties with the US government. I welcome readers to speculate on the issue. But having said that, there haven't been any major announcements from Palantir to catapult growth in this area so I expect its government customer base to more or less remain flat sequentially.Moving on, the customer adds figure alone won't be enough to reveal the entire picture. For instance, a sequentially flat billings figure, while customer growth continues, would imply that either existing customers slashed their spending on Palantir's platforms or its new customers signed up with miniscule contract values. On the other hand, healthy customer and billings growth would imply that Palantir's new and existing customers are in the process of ramping their spending on the company's platforms. A third scenario could be if Palantir's billings and customer growth declines, stagnates, or slows down, which would imply that Palantir has hit a saturation point and its platforms are no longer in vogue. So, pay close attention to Palantir's billings growth once the company reports its Q2 results this coming Monday.BusinessQuant.comNow, having discussed the operating levers, let's now shift attention to Palantir's financials.Financial BifurcationIt's worth noting that Palantir classifies its revenue in two reportable segments, namely commercial and government segments. The commercial segment happens to be the smaller one out of the two, at least in terms of revenue, and amounted to nearly 46% of the company's total sales last quarter.BusinessQuant.comThanks to the rapid commercial customer adds in recent quarters, Palantir's commercial revenue has been growing at a breakneck pace of late and driving growth for the company as a whole. I expect this dynamic to continue in Q2 as well, with commercial revenue growing 10% sequentially and amounting to $225 million during Q2 2022.The government segment contributed a little over 54% to Palantir's overall sales last quarter and the revenue stream has been growing at a relatively slower pace. This is, in part, due to the saturation in government customer additions as seen in the first section of this article. If the company's government customer base has saturated, then it's only natural that its government revenue stream would saturate as well.What exacerbates the problem is that the inflow of federal government contracts has considerably slowed down in the last 2 quarters. Although Palantir's management noted in their last earnings call that they are \"seeing an acceleration of our U.S. government revenue\", the ground reality isn't all that encouraging. As it turns out, the dollar-value of new orders signed with various US government agencies during Q2, is up 14% sequentially but still down 48% year over year. This means that even though Palantir has made some progress on this front, there's still a long way to go when compared to the company's own prior history with government contract wins.BusinessQuant.comSo, as far as Q2 is concerned, I expect Palantir's government revenue to grow marginally by 3% sequentially, with its revenue figure coming in at approximately $249 million. At this pace, I expect Palantir's commercial revenue to overtake its government revenue and become the leading contributor to the entire company's top line sometime in Q4 2022 or Q1 2023. But coming back to our discussion, this brings us to a company-wide revenue estimate of $474.1 million. My forecast is coincidentally in-line with the Street'sestimatesthat are spanning from $470 million to $475.9 million.BusinessQuant.comBut having said that, pay close attention to Palantir management's revenue and billings outlook for Q3. As companies and government agencies across the globe cut down on spending, Palantir might be affected as well. This could come in the form of order cancellations, deferred contract signings and/or slowing down revenue growth. So, look for management's comments on their growth momentum.Final ThoughtsPalantir's shares are down 62% from their 52-week highs and they're now attractively valued at current levels. The stock is trading at 14-times its trailing twelve-month sales at the time of this writing, which is more or less in-line with many of the other rapidly growing software infrastructure stocks.BusinessQuant.comI, personally, expect Palantir to continue growing rapidly in the next 2 years at the very least. The company has compelling platform offerings and it has market validation in the form of rapid commercial customer additions. So, I remain bullish on Palantir. But, at the same time, I would recommend readers and investors to remain vigilant and monitor its customer additions, billings growth, segment financials and its management's outlook for Q3. These items will indicate if Palantir is succumbing to macroeconomic pressures or if its growth momentum remains intact. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056564024,"gmtCreate":1655048952568,"gmtModify":1676535552702,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Baba seem like undervalued But need to hold long term. ","listText":"Baba seem like undervalued But need to hold long term. ","text":"Baba seem like undervalued But need to hold long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056564024","repostId":"2242306965","repostType":4,"repost":{"id":"2242306965","kind":"highlight","pubTimestamp":1655005845,"share":"https://ttm.financial/m/news/2242306965?lang=&edition=fundamental","pubTime":"2022-06-12 11:50","market":"hk","language":"en","title":"Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2242306965","media":"Seekingalpha","summary":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>Since our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.</p><p>However, if we were to split up China's unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA's recovery is almost certain, given its good execution in FQ4'22. That would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.</p><p>Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.</p><h2>BABA Closed Off FY2022 Beautifully Despite Macro Issues</h2><p><b>BABA Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0bddd3fb20de09e66cd1e37175083889\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>In FQ4'22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company's declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China's Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.</p><p><b>BABA Revenue By Segment</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5beecf897ef22504ee5d40ec234fb7c9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>It is evident that BABA's e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.</p><p><b>BABA Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5dc8d3c27a586f36ff581a18d27e41c7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>BABA's net income also grew from -$0.82B in FQ4'21 to $0.45B in FQ4'22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.</p><p><b>BABA Cash/ Equivalents, FCF, and FCF Margins</b></p><p></p><p><img src=\"https://static.tigerbbs.com/4595749199296e7f0bad57afe634ddd0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>Nonetheless, it is also apparent that the generation of BABA's previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1'23 onwards.</p><p><b>BABA Operating Expense</b></p><p></p><p><img src=\"https://static.tigerbbs.com/e09cc638b935d072afe2e931e33e1995\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>Given BABA's continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4'22, where the company spent $7.19B in its operating expenses in FQ4'22, representing a 25% decrease QoQ in R&D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA's capabilities in improving its profitability moving forward.</p><p><b>BABA Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/eab3c1f73050159ba48c5b0ef34aaaef\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>Since our previous analysis in May 2022, BABA's revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government's intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA's projected revenue and net income growth moving forward. We shall see.</p><h2><b>So, Is BABA Stock A Buy, Sell, Or Hold?</b></h2><p><b>BABA 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/30d659fd1b639f4a0b0ba027100df036\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>S&P Capital IQ</p><p>BABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.</p><p><b>BABA 5Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b57cbc8c4a7a3a3577e51256f83f2e97\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Nonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.</p><p>Therefore, it is not too late to back up the truck and load up on BABA now.</p><p>Therefore, we <i>rate BABA stock as a Buy.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Fear Of Missing Out? Do Not Miss The Boat Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 11:50 GMT+8 <a href=https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242306965","content_text":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.However, if we were to split up China's unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA's recovery is almost certain, given its good execution in FQ4'22. That would be one highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.BABA Closed Off FY2022 Beautifully Despite Macro IssuesBABA Revenue and Gross IncomeS&P Capital IQIn FQ4'22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company's declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China's Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.BABA Revenue By SegmentS&P Capital IQIt is evident that BABA's e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.BABA Net Income and Net Income MarginS&P Capital IQBABA's net income also grew from -$0.82B in FQ4'21 to $0.45B in FQ4'22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.BABA Cash/ Equivalents, FCF, and FCF MarginsS&P Capital IQNonetheless, it is also apparent that the generation of BABA's previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1'23 onwards.BABA Operating ExpenseS&P Capital IQGiven BABA's continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4'22, where the company spent $7.19B in its operating expenses in FQ4'22, representing a 25% decrease QoQ in R&D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA's capabilities in improving its profitability moving forward.BABA Projected Revenue and Net IncomeS&P Capital IQSince our previous analysis in May 2022, BABA's revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government's intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA's projected revenue and net income growth moving forward. We shall see.So, Is BABA Stock A Buy, Sell, Or Hold?BABA 5Y EV/Revenue and P/E ValuationsS&P Capital IQBABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.BABA 5Y Stock PriceSeeking AlphaNonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.Therefore, it is not too late to back up the truck and load up on BABA now.Therefore, we rate BABA stock as a Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051034409,"gmtCreate":1654607395201,"gmtModify":1676535476876,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Good time to buy Nvidia for value investing. ","listText":"Good time to buy Nvidia for value investing. ","text":"Good time to buy Nvidia for value investing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051034409","repostId":"2241302751","repostType":4,"repost":{"id":"2241302751","kind":"highlight","pubTimestamp":1654604362,"share":"https://ttm.financial/m/news/2241302751?lang=&edition=fundamental","pubTime":"2022-06-07 20:19","market":"us","language":"en","title":"Should You Invest in Nvidia Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2241302751","media":"Motley Fool","summary":"This best-in-class semiconductor company is down more than 40% from its peak. But has it fallen far enough?","content":"<html><head></head><body><p>It has been a trying time for investors across the technology space, even those holding shares of best-in-class, profitable companies like <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>. Nvidia pioneered the use of graphics processing units (GPUs), and not just for high-end gaming and visualization. It also adapted the parallel-processing capabilities of GPUs to help accelerate artificial intelligence applications, which require huge amounts of extremely fast processing power.</p><p>While macroeconomic headwinds have taken down the stock from its peak in November, there are still a lot of positive things going on at Nvidia, and it has an exciting pipeline of innovation. So after a steep decline that has it trading more than 40% below its high -- and with a bit of bounce underway in recent weeks -- is now the time to buy this all-star chip stock?</p><h2>Recent results came in strong, with some external headwinds</h2><p>During a challenging quarter for the economy, Nvidia continued to shine. Its first quarter revenue rose 46% year over year to $8.29 billion, and adjusted (non-GAAP) earnings gained 49% to $1.36 per share. Both figures beat analysts' consensus expectations. However, Nvidia did guide for a sequential revenue decline due to a $500 million headwind caused by the latest COVID-19 lockdowns in China (which it expects to sap $400 million in gaming revenue) and sales not being made in Russia ($100 million in data center revenue). While the lost revenue from Russia may never be recovered, the missing sales to customers in China should reappear as the country lifts restrictions in Shanghai and Beijing.</p><p>But the most important story continues to be Nvidia's data center segment, which surpassed the gaming segment in revenue once again. This happened for the first time back in fiscal Q2 2020, but that period fell during the early chaos of the pandemic. Last quarter, Nvidia's data center revenue was up a staggering 83% year over year, better than the gaming segment at 31%, with increased momentum and visibility for the rest of the year.</p><p>While gaming sales should remain solid over the long term, thanks to the growth of video games broadly and the expected rise of the metaverse, Nvidia's data center segment should continue to outperform and become its most important segment by a significant margin.</p><p>This is because artificial intelligence is just now taking off in earnest due to a couple of key breakthroughs. On the recent conference call with analysts, CEO Jensen Huang pointed to the new innovation of transformers ushering in a sea change for the AI industry. Previously, in order to use and benefit from AI, a business would have to organize and label all of its data -- a hugely time-consuming, expensive, and sometimes impossible process. However, with transformers, a machine can train itself without the need for human-labeled data.</p><p>This innovation is opening up AI insights to a much broader range of industries, where the technology's use is a key enabler and competitive advantage. And the more easily and affordably businesses can access and use AI, the better it will be for Nvidia's data center segment. The transformer innovation -- which has taken place over just the past couple of years -- is a big reason Nvidia's data center revenue has tripled in just two years.</p><p><img src=\"https://static.tigerbbs.com/7a1fd8b625e6303781880eaf51dbd6b2\" tg-width=\"700\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Product launches this year should power data center sales</h2><p>In addition to these industrywide breakthroughs, Nvidia has also been innovating at a fast clip. Its new H100 chip, which contains over 80 billion transistors and promises up to 30 times the performance of the A100, is set to launch later this year. Keep in mind, the A100 is the chip delivering all of the company's current outstanding data center performance, so the segment is likely in for continued growth after the H100 launches.</p><p>Nvidia will also be introducing its first central processing unit (CPU), dubbed Grace, later this year. CPUs have been the domain of <b>Intel</b> and <b>Advanced Micro Devices</b>, but Nvidia is coming out with an ARM-based 144-core chip that's built specifically for AI applications in data centers. Now, Nvidia will have a full stack of chips for a complete data center, including GPUs, CPUs, DPUs (networking processors), systems-on-chips (SOCs), switches, and interconnects. A vertically integrated full ecosystem for data centers could enable lots of growth with increasing margins for Nvidia.</p><p>Aside from its data center chips, Nvidia will also refresh its RTX gaming chips later this year. That could rejuvenate gaming revenue after the expected step-down in the second quarter. As tech companies expand their metaverse buildouts and virtual reality tools -- as several leading tech companies have announced they are doing -- Nvidia should benefit.</p><h2>Has the stock become cheap enough?</h2><p>Most people acknowledge Nvidia is a great business, but do its ample growth prospects justify its current valuation? The stock has been cut nearly in half from its high, but it still trades at 50 times trailing earnings and about 35 times expected 2022 earnings. That's not exactly cheap.</p><p>Nvidia's price-to-earnings ratio is now back to near the top of its 2018 valuation range -- but that's also near the low point it touched during its early 2020 pandemic-induced decline.</p><p><img src=\"https://static.tigerbbs.com/ebff1ef4be9d14db0f7fcbd1f53dacf0\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA PE Ratio data by YCharts</p><p>However, considering that this is a rapidly changing business and that AI-related sales have only taken off for Nvidia over the past three years, these historical comparisons probably aren't very helpful.</p><p>Nvidia's first-mover advantage in GPUs may prove insurmountable for competitors for the next decade, so I would anticipate it experiencing rapid data center growth for the next several years. I also think the growth of its data center and AI chips should overcome any cyclical economic headwinds of the type that have led to uneven growth periods for Nvidia in the past.</p><p>At a broader level, however, CEO Jensen Huang and his team have successfully innovated, introduced new products, and shown a propensity for developing cutting-edge tech, from graphics to AI to autonomous vehicles and more. That certainly bodes well for the company's future.</p><p>Even as a value investor, I'm thinking of opening a position in Nvidia after selling my shares a few years ago. While it's possible the stock could fall further if we have a bad recession, investors who would like to own it shouldn't necessarily wait for that worst-case scenario. If you are well diversified, I think Nvidia is buyable at these levels.</p><p>However, I wouldn't necessarily take a huge position, given the stock's high price-to-earnings ratio and the high degree of global uncertainty around interest rates. There are other semiconductor stocks that will also benefit from the growth of AI that trade at lower valuations. That being said, if Nvidia's valuation continues to fall and the business outlook doesn't change, investors should probably look to add or increase their positions.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Invest in Nvidia Right Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Invest in Nvidia Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 20:19 GMT+8 <a href=https://www.fool.com/investing/2022/06/07/should-you-invest-in-nvidia-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a trying time for investors across the technology space, even those holding shares of best-in-class, profitable companies like Nvidia. Nvidia pioneered the use of graphics processing units...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/07/should-you-invest-in-nvidia-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4567":"ESG概念","BK4543":"AI","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4579":"人工智能","BK4527":"明星科技股","NVDA":"英伟达","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","BK4549":"软银资本持仓","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/06/07/should-you-invest-in-nvidia-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241302751","content_text":"It has been a trying time for investors across the technology space, even those holding shares of best-in-class, profitable companies like Nvidia. Nvidia pioneered the use of graphics processing units (GPUs), and not just for high-end gaming and visualization. It also adapted the parallel-processing capabilities of GPUs to help accelerate artificial intelligence applications, which require huge amounts of extremely fast processing power.While macroeconomic headwinds have taken down the stock from its peak in November, there are still a lot of positive things going on at Nvidia, and it has an exciting pipeline of innovation. So after a steep decline that has it trading more than 40% below its high -- and with a bit of bounce underway in recent weeks -- is now the time to buy this all-star chip stock?Recent results came in strong, with some external headwindsDuring a challenging quarter for the economy, Nvidia continued to shine. Its first quarter revenue rose 46% year over year to $8.29 billion, and adjusted (non-GAAP) earnings gained 49% to $1.36 per share. Both figures beat analysts' consensus expectations. However, Nvidia did guide for a sequential revenue decline due to a $500 million headwind caused by the latest COVID-19 lockdowns in China (which it expects to sap $400 million in gaming revenue) and sales not being made in Russia ($100 million in data center revenue). While the lost revenue from Russia may never be recovered, the missing sales to customers in China should reappear as the country lifts restrictions in Shanghai and Beijing.But the most important story continues to be Nvidia's data center segment, which surpassed the gaming segment in revenue once again. This happened for the first time back in fiscal Q2 2020, but that period fell during the early chaos of the pandemic. Last quarter, Nvidia's data center revenue was up a staggering 83% year over year, better than the gaming segment at 31%, with increased momentum and visibility for the rest of the year.While gaming sales should remain solid over the long term, thanks to the growth of video games broadly and the expected rise of the metaverse, Nvidia's data center segment should continue to outperform and become its most important segment by a significant margin.This is because artificial intelligence is just now taking off in earnest due to a couple of key breakthroughs. On the recent conference call with analysts, CEO Jensen Huang pointed to the new innovation of transformers ushering in a sea change for the AI industry. Previously, in order to use and benefit from AI, a business would have to organize and label all of its data -- a hugely time-consuming, expensive, and sometimes impossible process. However, with transformers, a machine can train itself without the need for human-labeled data.This innovation is opening up AI insights to a much broader range of industries, where the technology's use is a key enabler and competitive advantage. And the more easily and affordably businesses can access and use AI, the better it will be for Nvidia's data center segment. The transformer innovation -- which has taken place over just the past couple of years -- is a big reason Nvidia's data center revenue has tripled in just two years.Image source: Getty Images.Product launches this year should power data center salesIn addition to these industrywide breakthroughs, Nvidia has also been innovating at a fast clip. Its new H100 chip, which contains over 80 billion transistors and promises up to 30 times the performance of the A100, is set to launch later this year. Keep in mind, the A100 is the chip delivering all of the company's current outstanding data center performance, so the segment is likely in for continued growth after the H100 launches.Nvidia will also be introducing its first central processing unit (CPU), dubbed Grace, later this year. CPUs have been the domain of Intel and Advanced Micro Devices, but Nvidia is coming out with an ARM-based 144-core chip that's built specifically for AI applications in data centers. Now, Nvidia will have a full stack of chips for a complete data center, including GPUs, CPUs, DPUs (networking processors), systems-on-chips (SOCs), switches, and interconnects. A vertically integrated full ecosystem for data centers could enable lots of growth with increasing margins for Nvidia.Aside from its data center chips, Nvidia will also refresh its RTX gaming chips later this year. That could rejuvenate gaming revenue after the expected step-down in the second quarter. As tech companies expand their metaverse buildouts and virtual reality tools -- as several leading tech companies have announced they are doing -- Nvidia should benefit.Has the stock become cheap enough?Most people acknowledge Nvidia is a great business, but do its ample growth prospects justify its current valuation? The stock has been cut nearly in half from its high, but it still trades at 50 times trailing earnings and about 35 times expected 2022 earnings. That's not exactly cheap.Nvidia's price-to-earnings ratio is now back to near the top of its 2018 valuation range -- but that's also near the low point it touched during its early 2020 pandemic-induced decline.NVDA PE Ratio data by YChartsHowever, considering that this is a rapidly changing business and that AI-related sales have only taken off for Nvidia over the past three years, these historical comparisons probably aren't very helpful.Nvidia's first-mover advantage in GPUs may prove insurmountable for competitors for the next decade, so I would anticipate it experiencing rapid data center growth for the next several years. I also think the growth of its data center and AI chips should overcome any cyclical economic headwinds of the type that have led to uneven growth periods for Nvidia in the past.At a broader level, however, CEO Jensen Huang and his team have successfully innovated, introduced new products, and shown a propensity for developing cutting-edge tech, from graphics to AI to autonomous vehicles and more. That certainly bodes well for the company's future.Even as a value investor, I'm thinking of opening a position in Nvidia after selling my shares a few years ago. While it's possible the stock could fall further if we have a bad recession, investors who would like to own it shouldn't necessarily wait for that worst-case scenario. If you are well diversified, I think Nvidia is buyable at these levels.However, I wouldn't necessarily take a huge position, given the stock's high price-to-earnings ratio and the high degree of global uncertainty around interest rates. There are other semiconductor stocks that will also benefit from the growth of AI that trade at lower valuations. That being said, if Nvidia's valuation continues to fall and the business outlook doesn't change, investors should probably look to add or increase their positions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028494464,"gmtCreate":1653266005158,"gmtModify":1676535249387,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"If really $5, will buy more to DCA. ","listText":"If really $5, will buy more to DCA. ","text":"If really $5, will buy more to DCA.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028494464","repostId":"2237089312","repostType":4,"repost":{"id":"2237089312","kind":"highlight","pubTimestamp":1653201031,"share":"https://ttm.financial/m/news/2237089312?lang=&edition=fundamental","pubTime":"2022-05-22 14:30","market":"us","language":"en","title":"Palantir Gets Interesting At $5","url":"https://stock-news.laohu8.com/highlight/detail?id=2237089312","media":"seekingalpha","summary":"SummaryRecently there have been many reports of \"smart money\" investors buying PLTR following its dr","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Recently there have been many reports of "smart money" investors buying PLTR following its drop to $8.</li><li>It's true that the stock has gotten cheaper than it was in the past, but the most recent quarter showed major deceleration.</li><li>The stock remains fairly expensive.</li><li>In this article, I rate Palantir a "hold" (neutral) and explain why I'd switch that rating to "buy" at $5.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0cbdef35ea2b08c8aeb69a0d8ba11ec\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Andreas Rentz/Getty Images Entertainment</span></p><p><b>Palantir</b> (NYSE:PLTR) stock has been on a wild ride these last 12 months. It peaked close to $29 last year and is now at approximately $8. The stock had been sliding before this month’s earnings release. The release was a miss but, surprisingly, the stock rose in the weeks after it came out. After dipping 2.28% on the day of the release, PLTR recovered, rising 10.8% by Friday’s close.</p><p><b>Why did PLTR rise despite missing on earnings?</b></p><p>It might have had something to do with management’s statements. In the earnings call that took place after Palantir’s earnings release came out, CEO Alex Karp hit on all the right notes. Among other things, he said:</p><ul><li><p>Palantir is only doing $9 million worth of stock-based compensation this year.</p></li><li><p>The average Foundry customer spent $6.5 million on the service last year.</p></li><li><p>He has 100% of his own money invested in Palantir.</p></li></ul><p>These comments may have eased investors’ nerves. The last one, in particular, showed that Karp was 100% invested in his own company, indicating high conviction from an important insider.</p><p>Nevertheless, PLTR’s Q1 release provided some real causes for concern. It featured the company’s slowest revenue growth in years, as well as a GAAP net loss. 16% growth in government revenue was particularly concerning, as that segment has always been considered Palantir’s bread and butter. Given all of these concerns, I would hold off on buying PLTR stock for now. I do, however, think that there is a price at which the stock becomes interesting, and I will spend the remainder of this article explaining why $5 is that price.</p><p><b>Palantir’s Competitive Position</b></p><p>One of the reasons why Palantir has a non-zero value, despite its endless losses, is because of its competitive position. PLTR locks in government contracts with long lifespans, and it faces little competition in its niche. So, it has a significant amount of recurring revenue.</p><p>Many online services have attempted to come up with lists of Palantir competitors but most are not true “head to head” competitors. For example, Craft.co has a list of Palantir’s competitors, featuring some questionable inclusions. It lists:</p><ul><li><p>Tableau, a data visualization suite that does not include many of the features of Foundry and Gotham.</p></li><li><p><b>Cognizant</b> (CTSH) - an IT consulting company.</p></li></ul><p>These companies do offer data analytics, which makes them superficially similar to Palantir. However, they don’t offer comprehensive data platforms aimed mainly at Federal Government agencies, so they aren’t head-to-head competitors. However, a few possible contenders for “true competitors” stand out:</p><ul><li><p><b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b> (IBM) - has numerous data platforms going after clients in the financial services sector, one of Palantir’s big client bases.</p></li><li><p><b>Tyler Technologies</b> (TYL) - a data service works with government clients.</p></li><li><p><b>Alteryx</b> (AYX) - a data platform that mostly works with private sector clients but does list some government clients on its case study page.</p></li></ul><p>The above are probably Palantir’s closest competitors. They resemble PLTR in some respects. However, they do not have Palantir’s specific expertise in managing data for intelligence and military operations. So, Palantir is uncontested in that sub-niche.</p><p>It’s a bit of a different story in the commercial part of Palantir’s business. In that space, PLTR faces dozens of competitors, and only has a 2.4% market share. Businesses that want general purpose data analytics have many options to choose from, so Palantir will have a harder time standing out in the commercial space.</p><p><b>Valuation</b></p><p>As I showed in the previous section, Palantir enjoys an admirable competitive position in providing data analytics for Military and Intelligence agencies. Its overall position in big data and machine learning is not mind blowing, but it at least has one niche locked down. This fact means that Palantir’s stock is not at risk of going to zero. Government revenue is extremely stable, as it’s backed by taxing authority, and Palantir’s government contracts last 3.5 years on average.</p><p>So, without a doubt, Palantir stock is worth some positive amount of money based on its fundamentals. As for how much it’s worth, we need to look at the stock’s valuation. According to Seeking Alpha Quant, PLTR trades at:</p><ul><li><p>67 times adjusted earnings.</p></li><li><p>9.7 times sales.</p></li><li><p>7 times book value.</p></li><li><p>65 times operating cash flow.</p></li></ul><p>These are frankly extremely high multiples these days. In 2021, at the height of the post-COVID bubble, numbers like these weren’t unheard-of. But this year, the Federal Reserve is raising interest rates and investors are taking a long, hard look at expensive companies. If you look at the stocks that have suffered notable 50%+ declines this year, it’s practically a who’s who of last year’s expensive tech stocks:</p><ul><li><p><b>Tesla</b> (TSLA).</p></li><li><p><b>Shopify</b> (SHOP).</p></li><li><p><b>Netflix</b> (NFLX).</p></li><li><p><b>Peloton</b> (PTON).</p></li></ul><p>PLTR, like these stocks, has gone down in price. However, its multiples remain high. Enough so that we might wonder whether it has further to fall. Additionally, PLTR’s revenue growth decelerated significantly in its most recent quarter–though it remained fairly high at 31%.</p><p>So there’s some basis here for thinking that PLTR has further to fall. To gauge how much further it has to fall, we need to do a discounted cash flow analysis. According to its cash flow statements, PLTR had $0.11 in free cash flow per share in the trailing 12 month period. There is no historical pattern in cash flows we can ascertain because free cash flow only became positive last year. However, we know that Palantir’s revenue is growing at 31%. If FCF grows in proportion to revenue, then the next five year’s cash flows will be:</p><ul><li><p>Base year: $0.11</p></li><li><p>Year 1: $0.144</p></li><li><p>Year 2: $0.188</p></li><li><p>Year 3: $0.25</p></li><li><p>Year 4: $0.323</p></li><li><p>Year 5: $0.424</p></li></ul><p>According to Finbox, Palantir’s weighted average cost of capital is 8.62%. If we use that as the discount rate, then five years’ cash flows can be discounted as shown below:</p><p><img src=\"https://static.tigerbbs.com/cfa3518f38fdfa46b5a3456f1e7422d4\" tg-width=\"1208\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>As you can see, the five years’ cash flows have approximately $1 in present value.</p><p>Next, we need a terminal value. If we assume growth tapers off to 0% after five years, then our final year’s cash flow is 0.424. The discount rate minus the growth rate is 3.62%. So we get a terminal value of $4.91. That plus the five year’s cash flows gives us a fair value of $5.91.</p><p>Now, I’ve been pretty conservative here by estimating sustainable growth at 0%. If you use 5% instead of 0% then you get to a fair value of $13.58. Potentially, Palantir could grow faster and longer than that. But when making estimates, it pays to be conservative. So, $5.91 is a “safe” estimate of fair value.</p><p><b>Risks and Challenges</b></p><p>As we’ve seen, Palantir stock would be a pretty safe bet at $5. If it kept up its growth, it could even be worth as much as $13.58. If the stock dips much further then, an investor probably would do well buying it. However, we aren’t quite done. Before endorsing any thesis on a stock, we need to consider the risks to shareholders, and the challenges to the thesis. In Palantir’s case, there are a good few of these. A few of the most notable are:</p><ul><li><p><b>Deceleration.</b> My basic PLTR model yielded $5.91 in present value with a sustainable growth rate of 0%, and $13.58 with a sustainable growth rate of 5%. Neither of these growth rates are over the top. The assumption of 0% growth after five years is rather conservative. However, I nevertheless assumed that PLTR’s FCF growth can stay at 31% for five full years before the deceleration kicks in. Should deceleration kick in before five years, then the fair value will end up being lower than what I’ve estimated here.</p></li><li><p><b>Stock based compensation.</b> One factor arguing that Palantir isn’t just another overhyped growth stock is its positive FCF. The company is certainly turning a “profit” in cash flow terms. However, one of the ways Palantir keeps its cash flows high is through stock based compensation. It pays its employees in heavy amounts of stock, which keeps cash costs low as it results in lower salary expense. As a result of paying out so much stock, PLTR’s share count doubled in the year following its IPO. The more shares hit the float, the less each investor’s percentage claim on earnings, and the more potential selling pressure there is. So, continued dilution via SBC is a major risk factor for PLTR stock.</p></li><li><p><b>Loss of major contracts.</b> Although Palantir’s long contract duration ensures revenue stability in the medium term, it may not be as reliable in the long term. Governments can and do cancel relationships with contractors. Sometimes, they do so for political reasons. For example, in 2021, Palantir lost a contract with a UK Health Authority due to data privacy concerns. For now, it doesn’t look like PLTR is at risk of having this happen with any U.S. clients. But it’s always a possibility, and it could cost shareholders real money.</p></li></ul><p><b>The Bottom Line</b></p><p>The bottom line on Palantir is that it’s a real, cash flow positive company whose stock is unfortunately a bit overvalued right now. There is no question that Palantir is growing and maybe even profitable by some metrics. But its growth isn’t quite fast enough to justify its current stock price. It would take $5.91 or lower for PLTR to become interesting.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Gets Interesting At $5</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\">\nPalantir Gets Interesting At $5\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-22 14:30 GMT+8 <a href=https://seekingalpha.com/article/4513624-palantir-gets-interesting-at-5><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRecently there have been many reports of \"smart money\" investors buying PLTR following its drop to $8.It's true that the stock has gotten cheaper than it was in the past, but the most recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513624-palantir-gets-interesting-at-5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4513624-palantir-gets-interesting-at-5","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2237089312","content_text":"SummaryRecently there have been many reports of \"smart money\" investors buying PLTR following its drop to $8.It's true that the stock has gotten cheaper than it was in the past, but the most recent quarter showed major deceleration.The stock remains fairly expensive.In this article, I rate Palantir a \"hold\" (neutral) and explain why I'd switch that rating to \"buy\" at $5.Andreas Rentz/Getty Images EntertainmentPalantir (NYSE:PLTR) stock has been on a wild ride these last 12 months. It peaked close to $29 last year and is now at approximately $8. The stock had been sliding before this month’s earnings release. The release was a miss but, surprisingly, the stock rose in the weeks after it came out. After dipping 2.28% on the day of the release, PLTR recovered, rising 10.8% by Friday’s close.Why did PLTR rise despite missing on earnings?It might have had something to do with management’s statements. In the earnings call that took place after Palantir’s earnings release came out, CEO Alex Karp hit on all the right notes. Among other things, he said:Palantir is only doing $9 million worth of stock-based compensation this year.The average Foundry customer spent $6.5 million on the service last year.He has 100% of his own money invested in Palantir.These comments may have eased investors’ nerves. The last one, in particular, showed that Karp was 100% invested in his own company, indicating high conviction from an important insider.Nevertheless, PLTR’s Q1 release provided some real causes for concern. It featured the company’s slowest revenue growth in years, as well as a GAAP net loss. 16% growth in government revenue was particularly concerning, as that segment has always been considered Palantir’s bread and butter. Given all of these concerns, I would hold off on buying PLTR stock for now. I do, however, think that there is a price at which the stock becomes interesting, and I will spend the remainder of this article explaining why $5 is that price.Palantir’s Competitive PositionOne of the reasons why Palantir has a non-zero value, despite its endless losses, is because of its competitive position. PLTR locks in government contracts with long lifespans, and it faces little competition in its niche. So, it has a significant amount of recurring revenue.Many online services have attempted to come up with lists of Palantir competitors but most are not true “head to head” competitors. For example, Craft.co has a list of Palantir’s competitors, featuring some questionable inclusions. It lists:Tableau, a data visualization suite that does not include many of the features of Foundry and Gotham.Cognizant (CTSH) - an IT consulting company.These companies do offer data analytics, which makes them superficially similar to Palantir. However, they don’t offer comprehensive data platforms aimed mainly at Federal Government agencies, so they aren’t head-to-head competitors. However, a few possible contenders for “true competitors” stand out:IBM (IBM) - has numerous data platforms going after clients in the financial services sector, one of Palantir’s big client bases.Tyler Technologies (TYL) - a data service works with government clients.Alteryx (AYX) - a data platform that mostly works with private sector clients but does list some government clients on its case study page.The above are probably Palantir’s closest competitors. They resemble PLTR in some respects. However, they do not have Palantir’s specific expertise in managing data for intelligence and military operations. So, Palantir is uncontested in that sub-niche.It’s a bit of a different story in the commercial part of Palantir’s business. In that space, PLTR faces dozens of competitors, and only has a 2.4% market share. Businesses that want general purpose data analytics have many options to choose from, so Palantir will have a harder time standing out in the commercial space.ValuationAs I showed in the previous section, Palantir enjoys an admirable competitive position in providing data analytics for Military and Intelligence agencies. Its overall position in big data and machine learning is not mind blowing, but it at least has one niche locked down. This fact means that Palantir’s stock is not at risk of going to zero. Government revenue is extremely stable, as it’s backed by taxing authority, and Palantir’s government contracts last 3.5 years on average.So, without a doubt, Palantir stock is worth some positive amount of money based on its fundamentals. As for how much it’s worth, we need to look at the stock’s valuation. According to Seeking Alpha Quant, PLTR trades at:67 times adjusted earnings.9.7 times sales.7 times book value.65 times operating cash flow.These are frankly extremely high multiples these days. In 2021, at the height of the post-COVID bubble, numbers like these weren’t unheard-of. But this year, the Federal Reserve is raising interest rates and investors are taking a long, hard look at expensive companies. If you look at the stocks that have suffered notable 50%+ declines this year, it’s practically a who’s who of last year’s expensive tech stocks:Tesla (TSLA).Shopify (SHOP).Netflix (NFLX).Peloton (PTON).PLTR, like these stocks, has gone down in price. However, its multiples remain high. Enough so that we might wonder whether it has further to fall. Additionally, PLTR’s revenue growth decelerated significantly in its most recent quarter–though it remained fairly high at 31%.So there’s some basis here for thinking that PLTR has further to fall. To gauge how much further it has to fall, we need to do a discounted cash flow analysis. According to its cash flow statements, PLTR had $0.11 in free cash flow per share in the trailing 12 month period. There is no historical pattern in cash flows we can ascertain because free cash flow only became positive last year. However, we know that Palantir’s revenue is growing at 31%. If FCF grows in proportion to revenue, then the next five year’s cash flows will be:Base year: $0.11Year 1: $0.144Year 2: $0.188Year 3: $0.25Year 4: $0.323Year 5: $0.424According to Finbox, Palantir’s weighted average cost of capital is 8.62%. If we use that as the discount rate, then five years’ cash flows can be discounted as shown below:As you can see, the five years’ cash flows have approximately $1 in present value.Next, we need a terminal value. If we assume growth tapers off to 0% after five years, then our final year’s cash flow is 0.424. The discount rate minus the growth rate is 3.62%. So we get a terminal value of $4.91. That plus the five year’s cash flows gives us a fair value of $5.91.Now, I’ve been pretty conservative here by estimating sustainable growth at 0%. If you use 5% instead of 0% then you get to a fair value of $13.58. Potentially, Palantir could grow faster and longer than that. But when making estimates, it pays to be conservative. So, $5.91 is a “safe” estimate of fair value.Risks and ChallengesAs we’ve seen, Palantir stock would be a pretty safe bet at $5. If it kept up its growth, it could even be worth as much as $13.58. If the stock dips much further then, an investor probably would do well buying it. However, we aren’t quite done. Before endorsing any thesis on a stock, we need to consider the risks to shareholders, and the challenges to the thesis. In Palantir’s case, there are a good few of these. A few of the most notable are:Deceleration. My basic PLTR model yielded $5.91 in present value with a sustainable growth rate of 0%, and $13.58 with a sustainable growth rate of 5%. Neither of these growth rates are over the top. The assumption of 0% growth after five years is rather conservative. However, I nevertheless assumed that PLTR’s FCF growth can stay at 31% for five full years before the deceleration kicks in. Should deceleration kick in before five years, then the fair value will end up being lower than what I’ve estimated here.Stock based compensation. One factor arguing that Palantir isn’t just another overhyped growth stock is its positive FCF. The company is certainly turning a “profit” in cash flow terms. However, one of the ways Palantir keeps its cash flows high is through stock based compensation. It pays its employees in heavy amounts of stock, which keeps cash costs low as it results in lower salary expense. As a result of paying out so much stock, PLTR’s share count doubled in the year following its IPO. The more shares hit the float, the less each investor’s percentage claim on earnings, and the more potential selling pressure there is. So, continued dilution via SBC is a major risk factor for PLTR stock.Loss of major contracts. Although Palantir’s long contract duration ensures revenue stability in the medium term, it may not be as reliable in the long term. Governments can and do cancel relationships with contractors. Sometimes, they do so for political reasons. For example, in 2021, Palantir lost a contract with a UK Health Authority due to data privacy concerns. For now, it doesn’t look like PLTR is at risk of having this happen with any U.S. clients. But it’s always a possibility, and it could cost shareholders real money.The Bottom LineThe bottom line on Palantir is that it’s a real, cash flow positive company whose stock is unfortunately a bit overvalued right now. There is no question that Palantir is growing and maybe even profitable by some metrics. But its growth isn’t quite fast enough to justify its current stock price. It would take $5.91 or lower for PLTR to become interesting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103864033944460","authorId":"4103864033944460","name":"PaperPlay","avatar":"https://community-static.tradeup.com/news/f9bd8cbd182d6cb24667a31115671409","crmLevel":5,"crmLevelSwitch":0,"idStr":"4103864033944460","authorIdStr":"4103864033944460"},"content":"I hold USD30,000 worth of $Palantir Technologies Inc.(PLTR)$ but when it gotten near USD7, i froze up & couldnt get myself to commit more despite having this position as a >4 years play.","text":"I hold USD30,000 worth of $Palantir Technologies Inc.(PLTR)$ but when it gotten near USD7, i froze up & couldnt get myself to commit more despite having this position as a >4 years play.","html":"I hold USD30,000 worth of $Palantir Technologies Inc.(PLTR)$ but when it gotten near USD7, i froze up & couldnt get myself to commit more despite having this position as a >4 years play."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041506307,"gmtCreate":1656066841309,"gmtModify":1676535761823,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Market very soft, better hold the cash and wait to drop further.😅😅😅","listText":"Market very soft, better hold the cash and wait to drop further.😅😅😅","text":"Market very soft, better hold the cash and wait to drop further.😅😅😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041506307","repostId":"2245311224","repostType":4,"repost":{"id":"2245311224","kind":"news","pubTimestamp":1656058978,"share":"https://ttm.financial/m/news/2245311224?lang=&edition=fundamental","pubTime":"2022-06-24 16:22","market":"us","language":"en","title":"Is Now A Good Time To Buy Apple Stock As It Dips?","url":"https://stock-news.laohu8.com/highlight/detail?id=2245311224","media":"Seekingalpha","summary":"SummaryApple's shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple's shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades at 22.0 times forward P/E, which is close to its five-year historical average.</li><li>A key share price driver for AAPL in the near term will be supply-side headwinds turning out to be less severe than feared, as seen with reduced product lead times.</li><li>Apple is a Buy now, as the stock should command higher valuation multiples with an improvement in profitability over time driven by higher services revenue contribution.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f69d8740cc2bafe8656b09f1d0bcff\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Ivan-balvan/iStock Editorial via Getty Images</span></p><p><b>Elevator Pitch</b></p><p>My investment rating for Apple Inc.'s (NASDAQ:AAPL) shares is a Buy. I did a comparison of Apple and Advanced Micro Devices, Inc. (NASDAQ:AMD) in my previous April 6, 2022, article, and determined that AAPL was the better buy. In this latest update for AAPL, I analyze whether a buying opportunity for Apple has emerged as a result of the pullback in the company's share price year-to-date in 2022.</p><p>This is a good time to buy Apple's stock, as the dip in its share price year-to-date has made its valuations more attractive with its forward P/E multiple reverting close to its five-year historical mean. There is room for AAPL's valuation multiples to expand in tandem with higher profit margins resulting from a superior sales mix tilted towards services.</p><p>AAPL Stock Basics</p><p>Prior to touching on AAPL's stock price correction, valuations, and outlook, it is relevant to revisit the basics for Apple. In other words, I will be discussing the company's business model and the investment thesis for the stock in the current section of this article.</p><p>Apple's business model is to continue expanding the installed base for its flagship hardware device, the iPhone, and cross-sell other hardware products and services to its iPhone users.</p><p>At the company's earnings call for the first quarter of fiscal 2022 (YE September 30) on January 27, 2022, Apple disclosed that its "installed base of active devices" has set "a new all-time record of 1.8 billion devices." AAPL updated investors at its Q2 FY 2022 results briefing on April 28, 2022, that the company's "installed base (of active devices) has continued to grow", while noting that "the iPhone active installed base reached "a new all-time high." According to the Business of Apps website's compilation of data on AAPL, the number of active iPhones (excluding other hardware devices such as iPads) on a worldwide basis had already crossed the 1.2 billion mark by the end of last year.</p><p>The investment thesis for AAPL is closely linked to its business model. Revenue for Apple's services like the App Store is expected to grow over time in tandem with the increase in the installed base for AAPL's iPhones and other hardware devices. This should translate into higher profit margins and faster earnings growth for Apple in the medium to long term, as AAPL benefits from a more favorable revenue mix with a rising proportion of sales contribution from higher-margin services.</p><p>The gross profit margin for Apple's services segment was 72.6% in Q2 FY 2022, which was twice that of the products segment's gross margin of 36.4% in the same quarter as highlighted at its most recent quarterly investor call. Also, AAPL only derived approximately 20% of its total Q2 FY 2022 revenue from services as per its quarterly earnings press release, so there is room for the company to further optimize its sales mix with a bias towards growing revenue contribution from services at a faster pace.</p><p>In the next section, I focus on Apple's stock price decline thus far this year.</p><p><b>Why Did Apple Stock Drop?</b></p><p>Apple's stock price dropped by -25.6% in 2022 thus far, and it underperformed the S&P 500 which was down by -21.0% during the same period.</p><p><b>AAPL's 2022 Year-to-date Share Price Chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39057828144a7f0bc9c470f048173d9e\" tg-width=\"640\" tg-height=\"221\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>AAPL's share price weakness is partly attributed to the correction in the broader stock market and technology stocks as a result of investors' worries over higher-than-expected inflation and a potential recession. But there are also company-specific factors that have driven a decline in Apple's stock price.</p><p>In the past three months, the Q3 FY 2022 consensus earnings per share estimate for Apple has been reduced by -7.5%. Specifically, 25 of the 44 Wall Street analysts covering AAPL's shares lowered their third-quarter EPS forecasts for the company in the last three months. This is consistent with Apple's forward-looking management guidance.</p><p>At its Q2 FY 2022 earnings briefing, AAPL had guided for a $4-$8 billion hit to its third-quarter revenue resulting from "COVID-related disruptions (more specifically lockdowns in China) and industry-wide silicon shortages." The company also highlighted that it expects unfavorable exchange rate fluctuations and the suspension of sales in Russia to impact the YoY growth for its Q3 FY 2022 top line by -3.0 percentage points and -1.5 percentage points, respectively.</p><p>In the next section I touch on whether Apple's valuations have become more attractive after the year-to-date pull-back in its share price.</p><p><b>Is Apple Stock A Good Value Now?</b></p><p>Following the -25% decline in its stock price thus far this year, Apple's consensus forward next twelve months' normalized P/E multiple has compressed from its 2022 year-to-date peak of 31.9 times as of January 3, 2022, to 22.0 times as of June 22, as per<i>S&P Capital IQ</i>.</p><p>AAPL is currently trading at 22.0 times forward P/E, which is roughly on par with its five-year mean forward P/E multiple of 21.4 times. When the short-term headwinds (as discussed in the preceding section) eventually ease and the company manages to achieve a more optimal sales mix biased towards higher-margin services in the future, Apple should be able to trade at the high end of its five-year forward P/E valuation range (AAPL's peak forward P/E multiple in the last five years was 36.6 times) again.</p><p>In conclusion, I think Apple's stock is good value now, considering its historical valuations and future profitability outlook.</p><p><b>Is Apple Expected To Rise Again?</b></p><p>I am of the opinion that Apple's stock price is expected to rise again in the short term.</p><p>According to JPMorgan's (JPM) "Global Product Availability Lead Time Tracker" research report (not publicly available) published on June 19, 2022, the worldwide "lead times in general moderated for Mac and iPads" for the week ended June 17, 2022, which the JPM analysts highlight is "in line with the reopening in China." Also, JPM's recent research work found that the current lead times for AAPL's other products such as the iPhone stayed low at below a week.</p><p>This is consistent with the findings from another bank's research team. Morgan Stanley (MS) published its North American IT hardware "Monthly Data Tracker" report (not publicly available) on June 22, 2022, which noted that the lead time for the iPad decreased from 15 days as of June 9, 2022, to 14 days as of June 16, 2022. Similarly, the MS analysts' research work suggests that the lead time for the MacBook Pro M1 declined from 62 days to 56 days over the same period.</p><p>In my view, an easing of supply chain constraints as evidenced by the improvement in lead times mentioned above should be a positive re-rating catalyst for Apple in the short term.</p><p><b>What Is The Long-Term Prediction For Apple Stock?</b></p><p>The key aspect of any long-term financial predictions for Apple is the potential improvement in the company's profitability. As I discussed earlier in this article, a growing percentage of sales derived from higher-margin services should result in an expansion of Apple's profit margins in the long run. Based on financial projections sourced from<i>S&P Capital IQ</i>, AAPL's gross profit margin is forecasted to increase from 41.8% in fiscal 2021 to 43.5% by FY 2026.</p><p>The market's expectations of increased services revenue contribution and improved profitability are reasonable. Apple has been putting in a huge amount of effort to make it easier for the company to cross-sell additional hardware devices and services to its iPhone users as seen with its recent press release.</p><p>On June 6, 2022, Apple revealed the features of its new operating system for the iPhone (iOS16), and also disclosed the introduction of two new laptops.</p><p>In this announcement, AAPL explained that certain "new features for Apple's Macs and iPads are designed to make it easier to sync with the iPhone." As an example, the iPhone can be utilized as "a webcam" for "video calls" on Macs going forward, as highlighted in an article published by The Verge on the same day of Apple's announcement.</p><p>Separately, Apple's new MacBook Air and MacBook Pro devices will come with Apple's M2 chip. The company noted in the June 6, 2022, announcement that this is aligned with its goal of "helping people toggle from one Apple device to another."</p><p>In summary, AAPL is moving in the right direction with new initiatives to enhance integration across the company's various hardware products, which will increase user switching costs and boost cross-selling efforts (for other hardware devices and services). I predict that this should eventually lead to higher profit margins (consensus FY 2026 gross margin of 43.5%) and an expansion of valuation multiples (current forward P/E multiple of 22.0 times versus five-year P/E of 36.6 times) for Apple.</p><p><b>Is AAPL Stock A Buy, Sell, or Hold?</b></p><p>AAPL stock is a Buy. Apple's current P/E valuations are undemanding, and there are both short-term catalysts (easing of supply chain constraints) and long-term drivers (profitability improvement) for the company's shares.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now A Good Time To Buy Apple Stock As It Dips?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now A Good Time To Buy Apple Stock As It Dips?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 16:22 GMT+8 <a href=https://seekingalpha.com/article/4519942-is-now-good-time-buy-apple-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A12><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades at 22.0 times forward P/E, which is close to its five-year historical average.A key share price ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519942-is-now-good-time-buy-apple-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A12\">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/4519942-is-now-good-time-buy-apple-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A12","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2245311224","content_text":"SummaryApple's shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades at 22.0 times forward P/E, which is close to its five-year historical average.A key share price driver for AAPL in the near term will be supply-side headwinds turning out to be less severe than feared, as seen with reduced product lead times.Apple is a Buy now, as the stock should command higher valuation multiples with an improvement in profitability over time driven by higher services revenue contribution.Ivan-balvan/iStock Editorial via Getty ImagesElevator PitchMy investment rating for Apple Inc.'s (NASDAQ:AAPL) shares is a Buy. I did a comparison of Apple and Advanced Micro Devices, Inc. (NASDAQ:AMD) in my previous April 6, 2022, article, and determined that AAPL was the better buy. In this latest update for AAPL, I analyze whether a buying opportunity for Apple has emerged as a result of the pullback in the company's share price year-to-date in 2022.This is a good time to buy Apple's stock, as the dip in its share price year-to-date has made its valuations more attractive with its forward P/E multiple reverting close to its five-year historical mean. There is room for AAPL's valuation multiples to expand in tandem with higher profit margins resulting from a superior sales mix tilted towards services.AAPL Stock BasicsPrior to touching on AAPL's stock price correction, valuations, and outlook, it is relevant to revisit the basics for Apple. In other words, I will be discussing the company's business model and the investment thesis for the stock in the current section of this article.Apple's business model is to continue expanding the installed base for its flagship hardware device, the iPhone, and cross-sell other hardware products and services to its iPhone users.At the company's earnings call for the first quarter of fiscal 2022 (YE September 30) on January 27, 2022, Apple disclosed that its \"installed base of active devices\" has set \"a new all-time record of 1.8 billion devices.\" AAPL updated investors at its Q2 FY 2022 results briefing on April 28, 2022, that the company's \"installed base (of active devices) has continued to grow\", while noting that \"the iPhone active installed base reached \"a new all-time high.\" According to the Business of Apps website's compilation of data on AAPL, the number of active iPhones (excluding other hardware devices such as iPads) on a worldwide basis had already crossed the 1.2 billion mark by the end of last year.The investment thesis for AAPL is closely linked to its business model. Revenue for Apple's services like the App Store is expected to grow over time in tandem with the increase in the installed base for AAPL's iPhones and other hardware devices. This should translate into higher profit margins and faster earnings growth for Apple in the medium to long term, as AAPL benefits from a more favorable revenue mix with a rising proportion of sales contribution from higher-margin services.The gross profit margin for Apple's services segment was 72.6% in Q2 FY 2022, which was twice that of the products segment's gross margin of 36.4% in the same quarter as highlighted at its most recent quarterly investor call. Also, AAPL only derived approximately 20% of its total Q2 FY 2022 revenue from services as per its quarterly earnings press release, so there is room for the company to further optimize its sales mix with a bias towards growing revenue contribution from services at a faster pace.In the next section, I focus on Apple's stock price decline thus far this year.Why Did Apple Stock Drop?Apple's stock price dropped by -25.6% in 2022 thus far, and it underperformed the S&P 500 which was down by -21.0% during the same period.AAPL's 2022 Year-to-date Share Price ChartSeeking AlphaAAPL's share price weakness is partly attributed to the correction in the broader stock market and technology stocks as a result of investors' worries over higher-than-expected inflation and a potential recession. But there are also company-specific factors that have driven a decline in Apple's stock price.In the past three months, the Q3 FY 2022 consensus earnings per share estimate for Apple has been reduced by -7.5%. Specifically, 25 of the 44 Wall Street analysts covering AAPL's shares lowered their third-quarter EPS forecasts for the company in the last three months. This is consistent with Apple's forward-looking management guidance.At its Q2 FY 2022 earnings briefing, AAPL had guided for a $4-$8 billion hit to its third-quarter revenue resulting from \"COVID-related disruptions (more specifically lockdowns in China) and industry-wide silicon shortages.\" The company also highlighted that it expects unfavorable exchange rate fluctuations and the suspension of sales in Russia to impact the YoY growth for its Q3 FY 2022 top line by -3.0 percentage points and -1.5 percentage points, respectively.In the next section I touch on whether Apple's valuations have become more attractive after the year-to-date pull-back in its share price.Is Apple Stock A Good Value Now?Following the -25% decline in its stock price thus far this year, Apple's consensus forward next twelve months' normalized P/E multiple has compressed from its 2022 year-to-date peak of 31.9 times as of January 3, 2022, to 22.0 times as of June 22, as perS&P Capital IQ.AAPL is currently trading at 22.0 times forward P/E, which is roughly on par with its five-year mean forward P/E multiple of 21.4 times. When the short-term headwinds (as discussed in the preceding section) eventually ease and the company manages to achieve a more optimal sales mix biased towards higher-margin services in the future, Apple should be able to trade at the high end of its five-year forward P/E valuation range (AAPL's peak forward P/E multiple in the last five years was 36.6 times) again.In conclusion, I think Apple's stock is good value now, considering its historical valuations and future profitability outlook.Is Apple Expected To Rise Again?I am of the opinion that Apple's stock price is expected to rise again in the short term.According to JPMorgan's (JPM) \"Global Product Availability Lead Time Tracker\" research report (not publicly available) published on June 19, 2022, the worldwide \"lead times in general moderated for Mac and iPads\" for the week ended June 17, 2022, which the JPM analysts highlight is \"in line with the reopening in China.\" Also, JPM's recent research work found that the current lead times for AAPL's other products such as the iPhone stayed low at below a week.This is consistent with the findings from another bank's research team. Morgan Stanley (MS) published its North American IT hardware \"Monthly Data Tracker\" report (not publicly available) on June 22, 2022, which noted that the lead time for the iPad decreased from 15 days as of June 9, 2022, to 14 days as of June 16, 2022. Similarly, the MS analysts' research work suggests that the lead time for the MacBook Pro M1 declined from 62 days to 56 days over the same period.In my view, an easing of supply chain constraints as evidenced by the improvement in lead times mentioned above should be a positive re-rating catalyst for Apple in the short term.What Is The Long-Term Prediction For Apple Stock?The key aspect of any long-term financial predictions for Apple is the potential improvement in the company's profitability. As I discussed earlier in this article, a growing percentage of sales derived from higher-margin services should result in an expansion of Apple's profit margins in the long run. Based on financial projections sourced fromS&P Capital IQ, AAPL's gross profit margin is forecasted to increase from 41.8% in fiscal 2021 to 43.5% by FY 2026.The market's expectations of increased services revenue contribution and improved profitability are reasonable. Apple has been putting in a huge amount of effort to make it easier for the company to cross-sell additional hardware devices and services to its iPhone users as seen with its recent press release.On June 6, 2022, Apple revealed the features of its new operating system for the iPhone (iOS16), and also disclosed the introduction of two new laptops.In this announcement, AAPL explained that certain \"new features for Apple's Macs and iPads are designed to make it easier to sync with the iPhone.\" As an example, the iPhone can be utilized as \"a webcam\" for \"video calls\" on Macs going forward, as highlighted in an article published by The Verge on the same day of Apple's announcement.Separately, Apple's new MacBook Air and MacBook Pro devices will come with Apple's M2 chip. The company noted in the June 6, 2022, announcement that this is aligned with its goal of \"helping people toggle from one Apple device to another.\"In summary, AAPL is moving in the right direction with new initiatives to enhance integration across the company's various hardware products, which will increase user switching costs and boost cross-selling efforts (for other hardware devices and services). I predict that this should eventually lead to higher profit margins (consensus FY 2026 gross margin of 43.5%) and an expansion of valuation multiples (current forward P/E multiple of 22.0 times versus five-year P/E of 36.6 times) for Apple.Is AAPL Stock A Buy, Sell, or Hold?AAPL stock is a Buy. Apple's current P/E valuations are undemanding, and there are both short-term catalysts (easing of supply chain constraints) and long-term drivers (profitability improvement) for the company's shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059845268,"gmtCreate":1654342193454,"gmtModify":1676535433881,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Splitting give small investors chance to buy their share. ","listText":"Splitting give small investors chance to buy their share. ","text":"Splitting give small investors chance to buy their share.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059845268","repostId":"2240777362","repostType":4,"repost":{"id":"2240777362","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654322042,"share":"https://ttm.financial/m/news/2240777362?lang=&edition=fundamental","pubTime":"2022-06-04 13:54","market":"us","language":"en","title":"Amazon Stock Is Splitting to $122, Trading Starts Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=2240777362","media":"Dow Jones","summary":"Don't panic when you see the first trade in Amazon.com shares on Monday.Back in March, Amazon announ","content":"<html><head></head><body><p>Don't panic when you see the first trade in Amazon.com shares on Monday.</p><p>Back in March, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> announced a 20-for-1 stock split, which is now being implemented. With the start of the new trading week, each Amazon share becomes 20 shares. The stock, which on Friday dropped 2.5% to $2,447, should open Monday with a price of about $122. Amazon's share count will jump from 509 million to 10.2 billion.</p><p>To be clear, this isn't a case of getting something for nothing. It's comparable to exchanging a $20 bill for 20 singles.</p><p>But the split could provide some benefit to the stock. For one thing, it makes the shares more accessible to small investors. Also, as Barron's has noted before , the split opens the door to potential inclusion of Amazon shares in the Dow Jones Industrial Average. Adding high-price shares to the Dow is problematic because the index is weighted according to price, so the same percentage change in a high-price stock moves the index more than for a low-price one.</p><p>This is the fourth time Amazon has declared a stock split since it went public in 1997, but the first in more than two decades. The other three splits were all within 15 months in the heart of the internet bubble period: 2-for-1 in June 1998, 3-for-1 in January 1999, and 2-for-1 in September 1999.</p><p>Google's parent, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> has declared a 20-for-1 split as well, That one takes effect in mid-July. Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and GameStop <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> have indicated plans for splits, but have provided no detail on the ratios or timing. Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> completed a 4-for-1 split in 2020.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock Is Splitting to $122, Trading Starts Monday</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\">\nAmazon Stock Is Splitting to $122, Trading Starts Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-04 13:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Don't panic when you see the first trade in Amazon.com shares on Monday.</p><p>Back in March, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> announced a 20-for-1 stock split, which is now being implemented. With the start of the new trading week, each Amazon share becomes 20 shares. The stock, which on Friday dropped 2.5% to $2,447, should open Monday with a price of about $122. Amazon's share count will jump from 509 million to 10.2 billion.</p><p>To be clear, this isn't a case of getting something for nothing. It's comparable to exchanging a $20 bill for 20 singles.</p><p>But the split could provide some benefit to the stock. For one thing, it makes the shares more accessible to small investors. Also, as Barron's has noted before , the split opens the door to potential inclusion of Amazon shares in the Dow Jones Industrial Average. Adding high-price shares to the Dow is problematic because the index is weighted according to price, so the same percentage change in a high-price stock moves the index more than for a low-price one.</p><p>This is the fourth time Amazon has declared a stock split since it went public in 1997, but the first in more than two decades. The other three splits were all within 15 months in the heart of the internet bubble period: 2-for-1 in June 1998, 3-for-1 in January 1999, and 2-for-1 in September 1999.</p><p>Google's parent, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> has declared a 20-for-1 split as well, That one takes effect in mid-July. Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and GameStop <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> have indicated plans for splits, but have provided no detail on the ratios or timing. Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> completed a 4-for-1 split in 2020.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240777362","content_text":"Don't panic when you see the first trade in Amazon.com shares on Monday.Back in March, Amazon announced a 20-for-1 stock split, which is now being implemented. With the start of the new trading week, each Amazon share becomes 20 shares. The stock, which on Friday dropped 2.5% to $2,447, should open Monday with a price of about $122. Amazon's share count will jump from 509 million to 10.2 billion.To be clear, this isn't a case of getting something for nothing. It's comparable to exchanging a $20 bill for 20 singles.But the split could provide some benefit to the stock. For one thing, it makes the shares more accessible to small investors. Also, as Barron's has noted before , the split opens the door to potential inclusion of Amazon shares in the Dow Jones Industrial Average. Adding high-price shares to the Dow is problematic because the index is weighted according to price, so the same percentage change in a high-price stock moves the index more than for a low-price one.This is the fourth time Amazon has declared a stock split since it went public in 1997, but the first in more than two decades. The other three splits were all within 15 months in the heart of the internet bubble period: 2-for-1 in June 1998, 3-for-1 in January 1999, and 2-for-1 in September 1999.Google's parent, Alphabet has declared a 20-for-1 split as well, That one takes effect in mid-July. Tesla $(TSLA)$ and GameStop $(GME)$ have indicated plans for splits, but have provided no detail on the ratios or timing. Apple $(AAPL)$ completed a 4-for-1 split in 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059446971,"gmtCreate":1654416296593,"gmtModify":1676535445281,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Will consider to buy and keep. ","listText":"Will consider to buy and keep. ","text":"Will consider to buy and keep.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059446971","repostId":"2240727323","repostType":4,"repost":{"id":"2240727323","kind":"highlight","pubTimestamp":1654389620,"share":"https://ttm.financial/m/news/2240727323?lang=&edition=fundamental","pubTime":"2022-06-05 08:40","market":"us","language":"en","title":"NIO: The Ultimate Bottom Has Occurred","url":"https://stock-news.laohu8.com/highlight/detail?id=2240727323","media":"seekingalpha","summary":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for m","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.</li><li>NIO's May 2022 delivery update also shows a marked improvement from April's numbers. It also highlighted robust order book visibility in May.</li><li>Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.</li><li>We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6f81e3209340c18a4b341ffae90707d\" tg-width=\"594\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Drew Angerer/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>NIO Inc. (NYSE:NIO) is slated to report its FQ1'22 earnings release on June 9, as investors anticipate the company's Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2'22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.</p><p>NIO's May delivery numbers didn't impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.</p><p>Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.</p><p>Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.</p><p><b>May Deliveries Indicate A Sign Of Bottoming</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c160afc2606abefe6cce0dd207c971b9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO deliveries by month (Company filings)</span></p><p>NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management's commentary in its upcoming Q1 call.</p><p>The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.</p><p>The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO's ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2'22 could lift NIO's order book visibility through FY23 as it refreshes its line-up.</p><p><b>Estimates Suggest A H2'22 Revival Is On Track</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94c1c6b771f41d7e1b0e578cfb2968d0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % consensus estimates (S&P Cap IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2d2852cc5ef33395d3f24107b40dc0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO adjusted EBIT change % consensus estimates (S&P Cap IQ)</span></p><p>The consensus estimates also suggest that NIO's revenue growth could reach its nadir in FQ1 before recovering remarkably through H2'22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.</p><p>As long as China's COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa987ea3fef271bda7685e30cb8416a0\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&P Cap IQ)</span></p><p>On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21's 122.3%. However, investors should expect slower growth through FY23.</p><p>Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.</p><p><b>Price Action Suggests A Double Bottom Bear Trap In May</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9cd34df5e7b31c07693d1f5fae99ce7\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>NIO price chart (TradingView)</span></p><p>Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May's sell-off. As a result, it has validated a potent downtrend reversal signal.</p><p>As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.</p><p>Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.</p><p><b>Is NIO Stock A Buy, Sell, Or Hold?</b></p><p>Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.</p><p>Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.</p><p>Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.</p><p>Investors who need a higher margin of safety can consider watching for a re-test first (note there's no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.</p><p>Therefore, <i>we reiterate our Speculative Buy rating on NIO stock</i>.</p><p><i>This article was written by JR Research</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The Ultimate Bottom Has Occurred</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\">\nNIO: The Ultimate Bottom Has Occurred\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 08:40 GMT+8 <a href=https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO...</p>\n\n<a href=\"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240727323","content_text":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO's May 2022 delivery update also shows a marked improvement from April's numbers. It also highlighted robust order book visibility in May.Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).Drew Angerer/Getty Images NewsInvestment ThesisNIO Inc. (NYSE:NIO) is slated to report its FQ1'22 earnings release on June 9, as investors anticipate the company's Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2'22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.NIO's May delivery numbers didn't impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.May Deliveries Indicate A Sign Of BottomingNIO deliveries by month (Company filings)NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management's commentary in its upcoming Q1 call.The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO's ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2'22 could lift NIO's order book visibility through FY23 as it refreshes its line-up.Estimates Suggest A H2'22 Revival Is On TrackNIO revenue change % consensus estimates (S&P Cap IQ)NIO adjusted EBIT change % consensus estimates (S&P Cap IQ)The consensus estimates also suggest that NIO's revenue growth could reach its nadir in FQ1 before recovering remarkably through H2'22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.As long as China's COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&P Cap IQ)On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21's 122.3%. However, investors should expect slower growth through FY23.Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.Price Action Suggests A Double Bottom Bear Trap In MayNIO price chart (TradingView)Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May's sell-off. As a result, it has validated a potent downtrend reversal signal.As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.Is NIO Stock A Buy, Sell, Or Hold?Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.Investors who need a higher margin of safety can consider watching for a re-test first (note there's no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.Therefore, we reiterate our Speculative Buy rating on NIO stock.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050775697,"gmtCreate":1654255063120,"gmtModify":1676535420648,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"I think this company is a growth stock. Need to hold for long term. ","listText":"I think this company is a growth stock. Need to hold for long term. ","text":"I think this company is a growth stock. Need to hold for long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050775697","repostId":"2240194962","repostType":4,"repost":{"id":"2240194962","kind":"highlight","pubTimestamp":1654249825,"share":"https://ttm.financial/m/news/2240194962?lang=&edition=fundamental","pubTime":"2022-06-03 17:50","market":"us","language":"en","title":"Palantir Is A Buy: Let Me Tell You Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2240194962","media":"seekingalpha","summary":"Black_Kira/iStock via Getty ImagesReputation, leverage on a large product portfolio, ability to inte","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/9cfcb4f62efa308070bcfccefe2b9353\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Black_Kira/iStock via Getty Images</p><p></p><h4><b>Reputation, leverage on a large product portfolio, ability to internationalize its business and conquering new target markets are the keys to the future success of Palantir.</b></h4><p>The company has built a strong reputation in the AI market by working with the Government sector and, more recently, by expanding its business to the Commercial sector. Revenues have grown at 37% CAGR between 2018 and 2021, with improved GP% at 78% on revenues in 2021.</p><p>R&D costs sustained in the past helped the company develop a wide range of products addressable to several application markets, from cybersecurity to automotive.</p><p>That’s why a further significant increase in revenues could be expected at low marginal development costs.</p><p>I ran a DCF projection where sales could reach $3.6B in 2025 (24% CAGR from 2021), with GP% at 78% and the company continuing generating positive cash flows and turning profitable in 2024. That is a quite prudential scenario, considering that the market is growing at 38.1% CAGR and no leader has emerged till know. Based on that, I expect a target price in the $11-$11.50 range as a stand-alone business. Further upside potential may result from an M&A scenario.</p><p>But the market is still bearish on the stock, which on May 31st was down 53% on a YTD basis.</p><h2>What are the reasons behind that trend?</h2><ol><li>Company revenues mainly come from the Government sector, accounting for 54% in Q1 2022 (61% in Q1 2021 and 58% in FY 2021 respectively).</li></ol><p></p><p><img src=\"https://static.tigerbbs.com/72ac0d5258cae1637813bcfc4fc0aeed\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.palantir.com</p><p></p><p>2. The company tried to expand the commercial sector, but these results are quite recent.</p><p></p><p><img src=\"https://static.tigerbbs.com/a61d4b1e1757c9dc6536dc382ac68127\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.palantir.com</p><p></p><p>3. The commercial sector target may have diverted the sales efforts previously devoted to the Government industry, whose growth pace is actually decreasing. In addition, average revenues/customer seem to show a decreasing path in Q1 2022 if you consider that 12-month trailing customers are more than tripling while revenues are increasing at a much lower pace.</p><p>This may be a sign that conquering and retaining this kind of customers is still a time-consuming business. Contracts are smaller and split among a higher number of clients.</p><p>4. Government contracts are complex and require a significant degree of tailored-made activities. As Palantir declares in its FY 2021 Financial Statements:</p><blockquote><i>We historically have not realized all of the revenue from the full deal value of our customer contracts, and we may not do so in the future. This is because the actual timing and amount of revenue under contracts included are subject to various contingencies, including exercise of contractual options, customers not terminating their contracts, and renegotiation of contracts. In addition, delays in the completion of the U.S. government’s budgeting process, the use of continuing resolutions, and a potential lapse in appropriations, or similar events in other jurisdictions, could adversely affect our ability to timely recognize revenue under certain government contracts</i></blockquote><p>5. Palantir is 20 years old: it generates cash, but it has always been unprofitable. The discrepancy between profit and cash is mainly due to the significant amount of stock options that the company is using to pay its employees.</p><p>All that is true and proven by public information and numbers.</p><h2>Indeed, several factors need to be considered to depict the full story.</h2><h3><b>a) Market and competitive arena</b></h3><p>AI and Cybersecurity, where Palantir is active, are huge markets, growing at a tremendous pace:</p><p></p><p><img src=\"https://static.tigerbbs.com/5ba476e3a3d6192df4df50633b82fb5d\" tg-width=\"640\" tg-height=\"486\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.globenewswire.com</p><p></p><p>Some big operators set foot in the arena:</p><p></p><p><img src=\"https://static.tigerbbs.com/41c98371beb90d8750f8d87c5c7181c6\" tg-width=\"462\" tg-height=\"610\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.fortunebusinessinsights.com</p><p></p><p>But the role they may have in the future is still a question mark. In fact, market analysis are not aligned when it comes to AI top players (see MarketsandMarkets and fortunebusinessinsights.com for a comparison). And this is even more palpable when looking at the cybersecurity landscape.</p><p></p><p><img src=\"https://static.tigerbbs.com/f310bcaab88530828be8a0666215272f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.persistencemarketresearch.com</p><p></p><p>All that depends on several variables: the players’ specific know-how, the kind of product or service they can provide, the application target market.</p><p>In none of the above statistics Palantir appears. As the company acknowledges in its FY202I Annual Report:</p><blockquote><i>We are fundamentally competing with the internal software development efforts of our potential customers. Organizations frequently attempt to build their own data platforms before turning to buy ours. In trying to build something on their own, they generally rely on a patchwork of custom solutions, outside consultants, IT services companies, packaged enterprise and open source software, and significant internal IT resources. In addition, our competitors include large enterprise software companies, government contractors, and system integrators. We also face competition from emerging companies as well as established companies that are only now beginning to enter this market.</i></blockquote><p>AI competencies are quite a new ground where know-how still needs to be exploited and strengthened. In addition, some businesses are focusing their AI competencies to specific fields (i.e. cloud security, content creation, process efficiency…) in an attempt to create niches and build strong barriers to new entrants.</p><h3><b>b) Know-how</b></h3><p>If you consider costs sustained to provide high value solutions to the Government sectors, you may argue that Palantir is not correctly pricing its products and services to this customer segment.</p><p>Indeed, the company is actually building and reinforcing its know-how and technical reputation to increase sales and acquire new customers in its original segment and in new ones as well.</p><p>Recent contracts, like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> signed with the UK Ministry of Defense, are supporting this theory. The most think of the Government Sector as the US Government only. But expansion and internationalization are possible in this arena as well (at certain conditions) as the Company points out:</p><blockquote><i>We generally do not enter into business with customers or governments whose positions or actions we consider inconsistent with our mission to support Western liberal democracy and its strategic allies</i></blockquote><p>In addition, Palantir has provided the US Government with ad hoc solutions, from intelligence to healthcare. It’s difficult to argue that products for private clients may come at high marginal costs.</p><p>Briefly, operating expenses devoted to the US Government projects may be interpreted as an R&D asset to reach new global customers among institutions and commercial companies.</p><h3><b>c) ERP-like</b></h3><p>Few remember that SAP (SAP), a global leader in ERP products, was born in 1973 in Germany and it took more than 20 years to become the strong performing brand that everybody now knows.</p><p>AI solutions are similar to what ERP software was at the beginning of 2000: designed (and highly customized) for big corporations, re-adapted and made affordable for small businesses in the following decades. All that was possible thanks to high R&D expenses at the very beginning.</p><p>Don't forget the differences, anyway. ERP solutions are process-based. It’s not a case, in fact, that in its recent presentation SAP has unveiled its incubation strategy, where “Business Process Intelligence” and “Sovereign Clouds” are two key components.</p><p></p><p><img src=\"https://static.tigerbbs.com/87ecafd9e588a37a43c085a8e4e47b0c\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.sap.com</p><p></p><p>Apart from the sovereign cloud component, present in Palantir portfolio as well, there is no overlap. Palantir AI is forward-looking “Foundational Software for Tomorrow – Delivered Today™.”</p><p>But Palantir products don’t come without integration tools: software integration is the future for AI as well.</p><h3><b>d) Key industry players</b></h3><p>They are focusing on R&D to offer AI customized solutions, but that’s not enough. The market still lacks AI adequate specialists, both from a quantitative and a qualitative point of view. As a consequence, the major players are negotiating partnership and buying startups to reach their objective. As the competitive field is large, one needs to focus. It’s not a case that even newborn companies are trying to exploit their niche. My personal experience with startups in Italy seems to confirm that trend: VCs are riding the waves too, preparing the field in advance for a promising exit where industry players could be the acquirers.</p><h2><b>May Palantir be a Target?</b></h2><p>That seems quite interesting. Palantir product portfolio is wide and it targets different customer segments:</p><p></p><p><img src=\"https://static.tigerbbs.com/e2c84cfc9d9846851cb7455f52bcd8f6\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>www.palantir.com</p><p></p><ul><li>The company has proven successful in retaining the Government as a customer and expanding its business towards further sectors</li><li>It generates cash and its economics have significantly improved in the very last years, both in absolute value and as a % on revenues</li><li>Palantir people are a key to its success. They are an asset, a system inside the company. For competitors, it’s not just a matter of hiring resources, but of orchestrating performances</li><li>Valuation is at discount. According to my DCF analysis, I expect an upside potential of about 27% versus May 31st closing value, with target price at $11. This does not come without risks, as it’s strongly related to the capability of Palantir to leverage on its R&D assets to penetrate the global market and retain its people.</li><li>Some of the big players have plenty of cash and may be interested in acquiring technology, market share, know-how (or at least a controlling stake in it). In this case, I don’t expect the offer to be based on a 52-week historical average quote: that would imply a price around $18, that is more than double the present quotation. A believe a more probable scenario could be a premium taking into account that the company would provide a “keys in hand” solution to the Acquirer. This may result in a target price of $14-$15, a further upside potential in the range of 27-36%.</li></ul><h2>Conclusion</h2><p>Palantir is a buy, both as a stand-alone business and in the eventuality of a deal.</p><p>In the former case, it has an upside potential coming from its strengths and reputation in the AI market, with sales expansion on an international basis and leverage on deep technical skills. Target price at $11-$11.5.</p><p>In addition, tech corporations may look at the company as an interesting target to internalize AI know-how and market positioning as well. Target price at $14-$15.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Is A Buy: Let Me Tell You Why</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\">\nPalantir Is A Buy: Let Me Tell You Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 17:50 GMT+8 <a href=https://seekingalpha.com/article/4516212-palantir-is-a-buy-let-me-tell-you-why><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Black_Kira/iStock via Getty ImagesReputation, leverage on a large product portfolio, ability to internationalize its business and conquering new target markets are the keys to the future success of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516212-palantir-is-a-buy-let-me-tell-you-why\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4516212-palantir-is-a-buy-let-me-tell-you-why","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240194962","content_text":"Black_Kira/iStock via Getty ImagesReputation, leverage on a large product portfolio, ability to internationalize its business and conquering new target markets are the keys to the future success of Palantir.The company has built a strong reputation in the AI market by working with the Government sector and, more recently, by expanding its business to the Commercial sector. Revenues have grown at 37% CAGR between 2018 and 2021, with improved GP% at 78% on revenues in 2021.R&D costs sustained in the past helped the company develop a wide range of products addressable to several application markets, from cybersecurity to automotive.That’s why a further significant increase in revenues could be expected at low marginal development costs.I ran a DCF projection where sales could reach $3.6B in 2025 (24% CAGR from 2021), with GP% at 78% and the company continuing generating positive cash flows and turning profitable in 2024. That is a quite prudential scenario, considering that the market is growing at 38.1% CAGR and no leader has emerged till know. Based on that, I expect a target price in the $11-$11.50 range as a stand-alone business. Further upside potential may result from an M&A scenario.But the market is still bearish on the stock, which on May 31st was down 53% on a YTD basis.What are the reasons behind that trend?Company revenues mainly come from the Government sector, accounting for 54% in Q1 2022 (61% in Q1 2021 and 58% in FY 2021 respectively).www.palantir.com2. The company tried to expand the commercial sector, but these results are quite recent.www.palantir.com3. The commercial sector target may have diverted the sales efforts previously devoted to the Government industry, whose growth pace is actually decreasing. In addition, average revenues/customer seem to show a decreasing path in Q1 2022 if you consider that 12-month trailing customers are more than tripling while revenues are increasing at a much lower pace.This may be a sign that conquering and retaining this kind of customers is still a time-consuming business. Contracts are smaller and split among a higher number of clients.4. Government contracts are complex and require a significant degree of tailored-made activities. As Palantir declares in its FY 2021 Financial Statements:We historically have not realized all of the revenue from the full deal value of our customer contracts, and we may not do so in the future. This is because the actual timing and amount of revenue under contracts included are subject to various contingencies, including exercise of contractual options, customers not terminating their contracts, and renegotiation of contracts. In addition, delays in the completion of the U.S. government’s budgeting process, the use of continuing resolutions, and a potential lapse in appropriations, or similar events in other jurisdictions, could adversely affect our ability to timely recognize revenue under certain government contracts5. Palantir is 20 years old: it generates cash, but it has always been unprofitable. The discrepancy between profit and cash is mainly due to the significant amount of stock options that the company is using to pay its employees.All that is true and proven by public information and numbers.Indeed, several factors need to be considered to depict the full story.a) Market and competitive arenaAI and Cybersecurity, where Palantir is active, are huge markets, growing at a tremendous pace:www.globenewswire.comSome big operators set foot in the arena:www.fortunebusinessinsights.comBut the role they may have in the future is still a question mark. In fact, market analysis are not aligned when it comes to AI top players (see MarketsandMarkets and fortunebusinessinsights.com for a comparison). And this is even more palpable when looking at the cybersecurity landscape.www.persistencemarketresearch.comAll that depends on several variables: the players’ specific know-how, the kind of product or service they can provide, the application target market.In none of the above statistics Palantir appears. As the company acknowledges in its FY202I Annual Report:We are fundamentally competing with the internal software development efforts of our potential customers. Organizations frequently attempt to build their own data platforms before turning to buy ours. In trying to build something on their own, they generally rely on a patchwork of custom solutions, outside consultants, IT services companies, packaged enterprise and open source software, and significant internal IT resources. In addition, our competitors include large enterprise software companies, government contractors, and system integrators. We also face competition from emerging companies as well as established companies that are only now beginning to enter this market.AI competencies are quite a new ground where know-how still needs to be exploited and strengthened. In addition, some businesses are focusing their AI competencies to specific fields (i.e. cloud security, content creation, process efficiency…) in an attempt to create niches and build strong barriers to new entrants.b) Know-howIf you consider costs sustained to provide high value solutions to the Government sectors, you may argue that Palantir is not correctly pricing its products and services to this customer segment.Indeed, the company is actually building and reinforcing its know-how and technical reputation to increase sales and acquire new customers in its original segment and in new ones as well.Recent contracts, like the one signed with the UK Ministry of Defense, are supporting this theory. The most think of the Government Sector as the US Government only. But expansion and internationalization are possible in this arena as well (at certain conditions) as the Company points out:We generally do not enter into business with customers or governments whose positions or actions we consider inconsistent with our mission to support Western liberal democracy and its strategic alliesIn addition, Palantir has provided the US Government with ad hoc solutions, from intelligence to healthcare. It’s difficult to argue that products for private clients may come at high marginal costs.Briefly, operating expenses devoted to the US Government projects may be interpreted as an R&D asset to reach new global customers among institutions and commercial companies.c) ERP-likeFew remember that SAP (SAP), a global leader in ERP products, was born in 1973 in Germany and it took more than 20 years to become the strong performing brand that everybody now knows.AI solutions are similar to what ERP software was at the beginning of 2000: designed (and highly customized) for big corporations, re-adapted and made affordable for small businesses in the following decades. All that was possible thanks to high R&D expenses at the very beginning.Don't forget the differences, anyway. ERP solutions are process-based. It’s not a case, in fact, that in its recent presentation SAP has unveiled its incubation strategy, where “Business Process Intelligence” and “Sovereign Clouds” are two key components.www.sap.comApart from the sovereign cloud component, present in Palantir portfolio as well, there is no overlap. Palantir AI is forward-looking “Foundational Software for Tomorrow – Delivered Today™.”But Palantir products don’t come without integration tools: software integration is the future for AI as well.d) Key industry playersThey are focusing on R&D to offer AI customized solutions, but that’s not enough. The market still lacks AI adequate specialists, both from a quantitative and a qualitative point of view. As a consequence, the major players are negotiating partnership and buying startups to reach their objective. As the competitive field is large, one needs to focus. It’s not a case that even newborn companies are trying to exploit their niche. My personal experience with startups in Italy seems to confirm that trend: VCs are riding the waves too, preparing the field in advance for a promising exit where industry players could be the acquirers.May Palantir be a Target?That seems quite interesting. Palantir product portfolio is wide and it targets different customer segments:www.palantir.comThe company has proven successful in retaining the Government as a customer and expanding its business towards further sectorsIt generates cash and its economics have significantly improved in the very last years, both in absolute value and as a % on revenuesPalantir people are a key to its success. They are an asset, a system inside the company. For competitors, it’s not just a matter of hiring resources, but of orchestrating performancesValuation is at discount. According to my DCF analysis, I expect an upside potential of about 27% versus May 31st closing value, with target price at $11. This does not come without risks, as it’s strongly related to the capability of Palantir to leverage on its R&D assets to penetrate the global market and retain its people.Some of the big players have plenty of cash and may be interested in acquiring technology, market share, know-how (or at least a controlling stake in it). In this case, I don’t expect the offer to be based on a 52-week historical average quote: that would imply a price around $18, that is more than double the present quotation. A believe a more probable scenario could be a premium taking into account that the company would provide a “keys in hand” solution to the Acquirer. This may result in a target price of $14-$15, a further upside potential in the range of 27-36%.ConclusionPalantir is a buy, both as a stand-alone business and in the eventuality of a deal.In the former case, it has an upside potential coming from its strengths and reputation in the AI market, with sales expansion on an international basis and leverage on deep technical skills. Target price at $11-$11.5.In addition, tech corporations may look at the company as an interesting target to internalize AI know-how and market positioning as well. Target price at $14-$15.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025593764,"gmtCreate":1653701869358,"gmtModify":1676535329460,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"I think should buy some when undervalue and do value investing. ","listText":"I think should buy some when undervalue and do value investing. ","text":"I think should buy some when undervalue and do value investing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025593764","repostId":"2238625293","repostType":4,"repost":{"id":"2238625293","kind":"highlight","pubTimestamp":1653697098,"share":"https://ttm.financial/m/news/2238625293?lang=&edition=fundamental","pubTime":"2022-05-28 08:18","market":"us","language":"en","title":"Better Buy: Nvidia Stock or Every Nasdaq Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2238625293","media":"Motley Fool","summary":"Thursday's bullish jolt has some people thinking the pullback is over, but that viewpoint oversimplifies the matter.","content":"<html><head></head><body><p>It's been a tough past few months for <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and its investors. Despite being swept higher in Friday's broad bullishness, shares of the technology giant are still down by nearly half of their peak price hit in November. And the company just warned shareholders that revenue for the quarter now underway wouldn't be as healthy as analysts were initially anticipating.</p><p>Veteran investors know, however, that some of the market's biggest rewards come from buying shares of great companies while they're beaten down. Nvidia is a great company. It's just going through a rough patch.</p><p>Before stepping into a stake in this great company, though, take a step back and consider an alternative that may be a more appropriate pick for your particular portfolio.</p><h2>Storm warning</h2><p>If you're reading this, then you likely already know Nvidia's only anticipating a top line of $8.1 billion for the current quarter, versus analysts' expectations of $8.4 billion. CFO Colette Kress explained during the first-quarter conference call that the company's starting to see "softness in parts of Europe related to the war in the Ukraine and parts of China due to the COVID lockdowns." She added that "the extent in which cryptocurrency mining contributed to Gaming demand is difficult for us to quantify with any reasonable degree of precision," leaving investors further guessing as to what lies ahead.</p><p>Of course, none of this is exactly new stuff for investors to digest. Even with Thursday's 6% gain, Nvidia shares are still only worth about half of what they were worth as of November, as these concerns have been priced into the stock's value for weeks now.</p><p>The headwind created by the crisis in Ukraine, continued COVID-19 lockdowns, and the implosion of cryptocurrency prices, however, are all temporary problems, even if other investors don't see it. That seemingly translates into opportunity. Like Baron Rothschild reportedly put it, "Buy when there's blood in the streets."</p><p>As is always the case, though, there's more to the story.</p><h2>Not even the pros do it very well, or for very long</h2><p>In this case the "more" is a question about the rest of your holdings. Namely, is your portfolio already well-founded by a diversified index fund offering you all of the stock market's upside, but also curbing the volatility that individual stocks bring to the table? It should be. Better yet, index funds also steer investors clear of the temptation to time individual entries and exits of stocks, since they're simply a means of plugging into the market's broad, long-term bullishness even if they do suffer the occasional stumble.</p><p>Statistics certainly support the idea that chasing hot stocks can do more harm than good. Take Standard & Poor's look at the performance of equity mutual funds versus the market as an example. Last year, 85% of mutual funds available in the United States failed to keep pace with the <b>S&P 500</b>. It wasn't just a bout of bad luck, either. Over the course of the past five years, nearly three-fourths of these funds trailed the S&P 500. For the past 10 years, the failure figure ratchets back up to 83%.</p><p>And if you think one year's winners tend be perpetual winners, think again. Only a little over half of 2019's top-performing funds were even in the top quartile in 2020. Then, in 2021, only 2.2% of 2019's market-beating funds were still among the best performers.</p><p>These fund managers are professionals, usually paid with the expectation that they'll be able to beat the market. Even with all the tools and resources at their disposal, most can't. It's even tougher for investors with other responsibilities and fewer resources to beat the market by frequently buying and selling individual stocks.</p><h2>A better bet</h2><p>So if not Nvidia, then what?</p><p>To be clear, if you want to step into Nvidia shares while they're down, feel free. That's especially the case if you've already got a well-diversified portfolio, <i>and</i> if you fully understand the unique risks of buying this particular name. Chief among these risks is not knowing exactly how long its business will be disrupted by what's happening in Ukraine and more pandemic-prompted lockdowns.</p><p>If you're just starting out, though -- or if your portfolio isn't all that well diversified -- a fund built to reflect the <b>Nasdaq Composite</b> (IXIC.) or an exchange-traded fund like the<b> Invesco QQQ Trust</b> (QQQ) could be an easy way to own a basket of stocks that still has most of the potential upside of Nvidia itself.</p><p>It's not the original intent, but the Nasdaq exchange has attracted more than its fair share of aggressive, successful technology companies. In addition to Nvidia, some of its top constituents include<b> Apple</b>, <b>Microsoft</b>, <b>Alphabet</b>, and <b>Amazon</b>. None of these names are in the computer processor business Nvidia is in... a business that's still growing, and a business that Nvidia is leading. That's not necessarily a bad thing, however. Most of these companies' fortunes are tethered to the others as well as the rest of the Nasdaq's key names, and each enjoys similar growth prospects.</p><p>Perhaps most important, though, owning this basket of stocks means you don't have to constantly worry whether one of them is suddenly going to fall out of favor and do serious damage to your portfolio's value.</p><h2>What's your real motivation?</h2><p>It's not as sexy a choice as taking a swing on Nvidia. And it's certainly not as scintillating as the idea of being able to say you bought stock right at the bottom of its 50% drubbing.</p><p>You don't invest for ego or entertainment, though. You invest to make money by maximizing your gains while minimizing your risk. An index always does that job better than an individual stock does, especially if your portfolio is chock-full of stocks that are all too aggressive, and too closely related.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Nvidia Stock or Every Nasdaq Stock?</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\">\nBetter Buy: Nvidia Stock or Every Nasdaq Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-28 08:18 GMT+8 <a href=https://www.fool.com/investing/2022/05/27/better-buy-nvidia-stock-or-every-nasdaq-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a tough past few months for Nvidia and its investors. Despite being swept higher in Friday's broad bullishness, shares of the technology giant are still down by nearly half of their peak ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/27/better-buy-nvidia-stock-or-every-nasdaq-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","NVDA":"英伟达","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/05/27/better-buy-nvidia-stock-or-every-nasdaq-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238625293","content_text":"It's been a tough past few months for Nvidia and its investors. Despite being swept higher in Friday's broad bullishness, shares of the technology giant are still down by nearly half of their peak price hit in November. And the company just warned shareholders that revenue for the quarter now underway wouldn't be as healthy as analysts were initially anticipating.Veteran investors know, however, that some of the market's biggest rewards come from buying shares of great companies while they're beaten down. Nvidia is a great company. It's just going through a rough patch.Before stepping into a stake in this great company, though, take a step back and consider an alternative that may be a more appropriate pick for your particular portfolio.Storm warningIf you're reading this, then you likely already know Nvidia's only anticipating a top line of $8.1 billion for the current quarter, versus analysts' expectations of $8.4 billion. CFO Colette Kress explained during the first-quarter conference call that the company's starting to see \"softness in parts of Europe related to the war in the Ukraine and parts of China due to the COVID lockdowns.\" She added that \"the extent in which cryptocurrency mining contributed to Gaming demand is difficult for us to quantify with any reasonable degree of precision,\" leaving investors further guessing as to what lies ahead.Of course, none of this is exactly new stuff for investors to digest. Even with Thursday's 6% gain, Nvidia shares are still only worth about half of what they were worth as of November, as these concerns have been priced into the stock's value for weeks now.The headwind created by the crisis in Ukraine, continued COVID-19 lockdowns, and the implosion of cryptocurrency prices, however, are all temporary problems, even if other investors don't see it. That seemingly translates into opportunity. Like Baron Rothschild reportedly put it, \"Buy when there's blood in the streets.\"As is always the case, though, there's more to the story.Not even the pros do it very well, or for very longIn this case the \"more\" is a question about the rest of your holdings. Namely, is your portfolio already well-founded by a diversified index fund offering you all of the stock market's upside, but also curbing the volatility that individual stocks bring to the table? It should be. Better yet, index funds also steer investors clear of the temptation to time individual entries and exits of stocks, since they're simply a means of plugging into the market's broad, long-term bullishness even if they do suffer the occasional stumble.Statistics certainly support the idea that chasing hot stocks can do more harm than good. Take Standard & Poor's look at the performance of equity mutual funds versus the market as an example. Last year, 85% of mutual funds available in the United States failed to keep pace with the S&P 500. It wasn't just a bout of bad luck, either. Over the course of the past five years, nearly three-fourths of these funds trailed the S&P 500. For the past 10 years, the failure figure ratchets back up to 83%.And if you think one year's winners tend be perpetual winners, think again. Only a little over half of 2019's top-performing funds were even in the top quartile in 2020. Then, in 2021, only 2.2% of 2019's market-beating funds were still among the best performers.These fund managers are professionals, usually paid with the expectation that they'll be able to beat the market. Even with all the tools and resources at their disposal, most can't. It's even tougher for investors with other responsibilities and fewer resources to beat the market by frequently buying and selling individual stocks.A better betSo if not Nvidia, then what?To be clear, if you want to step into Nvidia shares while they're down, feel free. That's especially the case if you've already got a well-diversified portfolio, and if you fully understand the unique risks of buying this particular name. Chief among these risks is not knowing exactly how long its business will be disrupted by what's happening in Ukraine and more pandemic-prompted lockdowns.If you're just starting out, though -- or if your portfolio isn't all that well diversified -- a fund built to reflect the Nasdaq Composite (IXIC.) or an exchange-traded fund like the Invesco QQQ Trust (QQQ) could be an easy way to own a basket of stocks that still has most of the potential upside of Nvidia itself.It's not the original intent, but the Nasdaq exchange has attracted more than its fair share of aggressive, successful technology companies. In addition to Nvidia, some of its top constituents include Apple, Microsoft, Alphabet, and Amazon. None of these names are in the computer processor business Nvidia is in... a business that's still growing, and a business that Nvidia is leading. That's not necessarily a bad thing, however. Most of these companies' fortunes are tethered to the others as well as the rest of the Nasdaq's key names, and each enjoys similar growth prospects.Perhaps most important, though, owning this basket of stocks means you don't have to constantly worry whether one of them is suddenly going to fall out of favor and do serious damage to your portfolio's value.What's your real motivation?It's not as sexy a choice as taking a swing on Nvidia. And it's certainly not as scintillating as the idea of being able to say you bought stock right at the bottom of its 50% drubbing.You don't invest for ego or entertainment, though. You invest to make money by maximizing your gains while minimizing your risk. An index always does that job better than an individual stock does, especially if your portfolio is chock-full of stocks that are all too aggressive, and too closely related.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056564736,"gmtCreate":1655049091125,"gmtModify":1676535552717,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Airbnb potential growth stock. Potential to growth further after Covid, ","listText":"Airbnb potential growth stock. Potential to growth further after Covid, ","text":"Airbnb potential growth stock. Potential to growth further after Covid,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056564736","repostId":"2242669765","repostType":4,"repost":{"id":"2242669765","kind":"highlight","pubTimestamp":1655005649,"share":"https://ttm.financial/m/news/2242669765?lang=&edition=fundamental","pubTime":"2022-06-12 11:47","market":"us","language":"en","title":"3 Unstoppable Growth Stocks to Buy in the Stock Market Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2242669765","media":"Motley Fool","summary":"These three stocks have revenue and cash flows moving higher while stock prices are moving lower.","content":"<html><head></head><body><p>Growth stocks are falling out of favor with investors in 2022. Interest rates are rising quickly, a trend that makes the present value of future cash flows worth less.</p><p>Despite how the market feels about growth stocks, <b>Apple</b>, <b>Roblox</b>, and <b>Airbnb</b> are operating excellent businesses that seem unstoppable. Their stocks are already trading at discounts after the sell-off. Investors should consider adding these three growth stocks if the market crash gains further momentum. Here's why.</p><h2>Apple has decades of proven innovation</h2><p>Apple's business is centered around a unique capability to deliver innovative consumer technology products that drive billions in sales -- starting with the Mac computer, iPod, iPhone, iPad, Apple Watch, AirPods, and more. What's important for investors is that it has repeatedly proven that it can innovate. That makes it likely it can sustain robust revenue and profitability for the long term.</p><p><img src=\"https://static.tigerbbs.com/523eaf174c476968a742653715092c34\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>AAPL PE Ratio data by YCharts</p><p>From 2019 to 2021, Apple's sales bounced from $260 billion to $366 billion while growing earnings per share from $2.97 to $5.61. Apple is trading at a price-to-earnings ratio of 22 and a price-to-free-cash-flow (P/FCF) multiple of 21.</p><h2>Roblox is a pioneer of the metaverse</h2><p>Roblox operates a platform where players can virtually interact with each other and the environment -- in other words, a metaverse. It has grown to boast 53.1 million monthly active users as of April, a 23% increase over the prior year. It's free to join and use, for the most part. Roblox makes money by selling Robux, an in-game currency required for premium items.</p><p><img src=\"https://static.tigerbbs.com/41dba3bfc24e0008f46b2d5f11c3d729\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>RBLX Cash from Operations (Annual) data by YCharts</p><p>Roblox has chosen to outsource those creations, a business model that has helped it deliver robust cash flows for the last two years. Roblox thrived at the pandemic's onset, when millions of kids -- its most popular cohort -- were spending more time at home. Economic reopening is creating headwinds for Roblox, which, in addition to the growth stock sell-off, has caused its stock to crater. Selling at a P/FCF multiple of 31, it's nearly the cheapest it's ever been.</p><h2>Airbnb offers travelers more options</h2><p>Like Roblox, Airbnb runs an asset-light business model that has been helpful to its ability to generate free cash flow. Instead of building, owning, and operating the listings on its platform, Airbnb induces others to list rentals. Airbnb takes a percentage of the booking value of each transaction on its website.</p><p>Additionally, by letting hosts list properties on the platform, Airbnb sources a unique set of properties unavailable from traditional hotels. This means that on Airbnb, travelers can book a room inside an apartment or an entire home, depending on their needs for the particular stay. Revenue exploded by 77% for Airbnb in 2021, highlighting that it is gaining favor with travelers.</p><p><img src=\"https://static.tigerbbs.com/31c12d6f879a7c7be09c0774ae36e3fc\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>ABNB Cash from Operations (Annual) data by YCharts</p><p>Also like Roblox, Airbnb is trading near its lowest P/FCF multiple at 25.</p><h2>Robust growth at an excellent price</h2><p>Each of the three stocks mentioned above has delivered excellent growth, indicating continued expansion in future years. Fortunately or unfortunately, depending on your perspective as a shareholder or potential investor, the growth stock sell-off has these businesses trading at substantial discounts to where they were only months ago.</p><p>They could become even better values if a further crash pushes prices still lower. Investors should put Apple, Roblox, and Airbnb on their watch lists and consider adding them to their portfolios in the event of a continued market slide.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Unstoppable Growth Stocks to Buy in the Stock Market Sell-Off</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 Unstoppable Growth Stocks to Buy in the Stock Market Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 11:47 GMT+8 <a href=https://www.fool.com/investing/2022/06/11/3-unstoppable-growth-stocks-to-buy-in-the-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks are falling out of favor with investors in 2022. Interest rates are rising quickly, a trend that makes the present value of future cash flows worth less.Despite how the market feels ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/11/3-unstoppable-growth-stocks-to-buy-in-the-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","AAPL":"苹果","RBLX":"Roblox Corporation"},"source_url":"https://www.fool.com/investing/2022/06/11/3-unstoppable-growth-stocks-to-buy-in-the-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242669765","content_text":"Growth stocks are falling out of favor with investors in 2022. Interest rates are rising quickly, a trend that makes the present value of future cash flows worth less.Despite how the market feels about growth stocks, Apple, Roblox, and Airbnb are operating excellent businesses that seem unstoppable. Their stocks are already trading at discounts after the sell-off. Investors should consider adding these three growth stocks if the market crash gains further momentum. Here's why.Apple has decades of proven innovationApple's business is centered around a unique capability to deliver innovative consumer technology products that drive billions in sales -- starting with the Mac computer, iPod, iPhone, iPad, Apple Watch, AirPods, and more. What's important for investors is that it has repeatedly proven that it can innovate. That makes it likely it can sustain robust revenue and profitability for the long term.AAPL PE Ratio data by YChartsFrom 2019 to 2021, Apple's sales bounced from $260 billion to $366 billion while growing earnings per share from $2.97 to $5.61. Apple is trading at a price-to-earnings ratio of 22 and a price-to-free-cash-flow (P/FCF) multiple of 21.Roblox is a pioneer of the metaverseRoblox operates a platform where players can virtually interact with each other and the environment -- in other words, a metaverse. It has grown to boast 53.1 million monthly active users as of April, a 23% increase over the prior year. It's free to join and use, for the most part. Roblox makes money by selling Robux, an in-game currency required for premium items.RBLX Cash from Operations (Annual) data by YChartsRoblox has chosen to outsource those creations, a business model that has helped it deliver robust cash flows for the last two years. Roblox thrived at the pandemic's onset, when millions of kids -- its most popular cohort -- were spending more time at home. Economic reopening is creating headwinds for Roblox, which, in addition to the growth stock sell-off, has caused its stock to crater. Selling at a P/FCF multiple of 31, it's nearly the cheapest it's ever been.Airbnb offers travelers more optionsLike Roblox, Airbnb runs an asset-light business model that has been helpful to its ability to generate free cash flow. Instead of building, owning, and operating the listings on its platform, Airbnb induces others to list rentals. Airbnb takes a percentage of the booking value of each transaction on its website.Additionally, by letting hosts list properties on the platform, Airbnb sources a unique set of properties unavailable from traditional hotels. This means that on Airbnb, travelers can book a room inside an apartment or an entire home, depending on their needs for the particular stay. Revenue exploded by 77% for Airbnb in 2021, highlighting that it is gaining favor with travelers.ABNB Cash from Operations (Annual) data by YChartsAlso like Roblox, Airbnb is trading near its lowest P/FCF multiple at 25.Robust growth at an excellent priceEach of the three stocks mentioned above has delivered excellent growth, indicating continued expansion in future years. Fortunately or unfortunately, depending on your perspective as a shareholder or potential investor, the growth stock sell-off has these businesses trading at substantial discounts to where they were only months ago.They could become even better values if a further crash pushes prices still lower. Investors should put Apple, Roblox, and Airbnb on their watch lists and consider adding them to their portfolios in the event of a continued market slide.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058956418,"gmtCreate":1654778744934,"gmtModify":1676535509164,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"A good company but need to hold long term. ","listText":"A good company but need to hold long term. ","text":"A good company but need to hold long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058956418","repostId":"2242881044","repostType":4,"repost":{"id":"2242881044","kind":"highlight","pubTimestamp":1654758943,"share":"https://ttm.financial/m/news/2242881044?lang=&edition=fundamental","pubTime":"2022-06-09 15:15","market":"us","language":"en","title":"Nvidia Is Heating Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2242881044","media":"Seekingalpha","summary":"Let’s begin by acknowledging the tough sledding for traders and investors alike, over the last six m","content":"<html><head></head><body><p>Let’s begin by acknowledging the tough sledding for traders and investors alike, over the last six months. We hear frequent feedback from thousands of our members who are either managing their own portfolios or those of their families. As well, many of our members are professional money managers themselves. While it's beneficial to know where we have been, life is lived in forward motion. We can use the context of where we have been to project what is most probable next.</p><p>One stock that has our attention at this time is Nvidia (NASDAQ:NVDA). This is part of our “Nifty Fifty” list published on May 26, 2022. Our two head analysts, Zac Mannes and Garrett Patten, have identified 50 stocks that strongly support another leg higher in the overall market. Most of these stocks have wave counts that are closely aligned with the broader market and most have shown good relative strength during the correction. As with previous lists, candidates were vetted on basic fundamental metrics and most wave counts also fit into larger trends.</p><p>Nvidia is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hundreds of stocks that we track and update on a regular basis. Toward the end of last year our analysis suggested that a peak in price was near and that it would see a pullback into the Spring of 2022. The fundamental picture at that time also supported the technical structure of price formed on the chart.</p><p><img src=\"https://static.tigerbbs.com/542a68f153654e1e001a3892abb7da10\" tg-width=\"640\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs</p><p><img referrerpolicy=\"no-referrer\"/><img referrerpolicy=\"no-referrer\"/><img referrerpolicy=\"no-referrer\"/><img referrerpolicy=\"no-referrer\"/><img referrerpolicy=\"no-referrer\"/>Lyn Alden produced this FAST graph on August 24, 2021, for our StockWaves members and posted that we would likely see a third wave higher followed by a fourth wave correction. Third waves tend to be the strongest impulses in price. You can see this manifested as price strongly stretched away from any reasonable fundamental valuation when it struck its peak in late 2021. Fourth waves take many twists and turns and ultimately can wear out the most patient of market observers.</p><p>This is indeed what we have seen happen over the first half of 2022. How many do you know that have either thrown in the towel or are perhaps still clutching onto that towel and wiping away the sweat on their brow formed by fear and angst?</p><p>Markets are driven by sentiment. Yes, fundamentals are important and that is why we use them in our analysis. StockWaves is where fundamentals and technicals align. A salient point to keep in mind is that sentiment works on a continuum. This means that the larger the market capitalization of an individual stock analyzed, the greater effect sentiment will exert. A smaller stock, such as a biotech start-up, will be influenced more by its fundamentals and perhaps expectations of results and/or clinical trials.</p><p>The entire market itself, E.G. the S&P 500, is perhaps one of the greatest and clearest manifestations of sentiment at any given time. Sentiment is simply fear vs. greed. Again, fundamentals come in to play, but it's our experience that fundamentals rarely, if ever, lead price. To illustrate, how many times have you personally observed price action in a stock or the market that simply makes no sense? There's no logical explanation to be found. Or, is there?</p><p>We have observed that one cannot successfully apply logic to an emotional environment. Have you ever attempted to reason logically with a close friend, significant other or family member who is in a heated emotional state? How did that work out? Attempting to overlay logic where emotion dominates is an exercise in frustration and is ultimately folly.</p><p>There is however a method tried and true over decades of use that can measure, track, and then project forward what is the most probable path of price in the market or an individual stock. If you have followed our writings you know that this method is Elliott Wave. We then apply Fibonacci Pinball to that analysis.</p><p>Just a few weeks ago, on May 15, 2022, Lyn Alden posted this FAST graph showing that Nvidia was reaching a much more reasonable valuation from a fundamental perspective.</p><p><img src=\"https://static.tigerbbs.com/6a78e84b9da120fdc5a0bd6f10ee3059\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs</p><p>This analysis dovetailed perfectly with our technical viewpoint. Price was completing a corrective pattern down and we were watching for an imminent reversal. Note the structure of price shown on this chart below.</p><p><img src=\"https://static.tigerbbs.com/19bac79ed4cfe2d1c69c065a87b2f409\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p>NVDA Daily (TradingView)</p><p>We had been watching the zone highlighted at $143 - $164 with a focus on the $159 level. The $159 level represents a 38% retracement in price of the prior wave 3 shown on the chart. As well, in Fibonacci Pinball, a fourth wave will typically pull back from the 2.00 extension of waves 1-2 and strike the 1.236 to 1.382 extensions (shown in blue).</p><p>This current setup is ideal to begin the next wave up. It’s time for Nvidia to heat up once again. Keep in mind that Elliott Wave is fractal in nature. That means that there will be self similarity in all waves at all degrees. Put another way, the larger 5 wave structure that you can see illustrated on the daily chart will also be composed of smaller structures that will form 5 waves of their own.</p><p>So, in a standard impulsive structure up from the low marked as wave 4 that was struck at $155.67, Nvidia should form 5 waves up in what would be the wave circle ‘i’ you see. At this time, price has only formed 3 waves up. We are still cautious and awaiting confirmation of this initial 5 waves up from the recent low.</p><p>This initial 5 wave structure up, once formed, would strongly suggest the bearish corrective phase is indeed complete and that a trend change has taken hold. The anticipated pullback in wave circle ‘ii’ would be a buying opportunity. Typically, price will retrace 38% to 62% of wave ‘i’ in that wave ‘ii’.</p><p>We will then be able to project likely targets and path overhead. We will use what you see on the chart marked as the PIVOT. This will represent the next lesser degree and will be wave [i] and should see a smaller wave [ii] pullback. Once above the pivot, we will move support levels up and fine tune our projections even further.</p><p>Now, before you think we all sit around with tinfoil hats on our heads and pointing our molars to the moon seeking guidance from a higher power, please realize that this methodology has been observed for nearly 90 years now and has kept us on the right side of the market much more often than not. Many will not accept that it does indeed produce positive results. We will continue to offer our work to those that are willing to explore new horizons.</p><p>Another point to keep in mind is what is shown on the daily chart. Should price break below $114 instead of unfolding as we have shown, then our primary assessment would need adjustment. However, it's likely that if that was the path going forward, the initial 5 waves up we are anticipating would not complete and this bounce would stop with only 3 waves up. Also, price would probably form a micro 5 wave structure to the downside. But until that happens, we will continue to follow our primary scenario shown here.</p><p>Some make look askance at Elliott Wave. Frankly, I don't blame them. Not all self-proclaimed Elliott Wave experts are truly such. This is not to disparage others. However, there are specific guidelines that the analyst should follow so as to obtain the desired result. We are looking to find high probability setups, these being short, medium or long term in nature. It is our desire to provide high-quality, actionable analysis that keeps us on the right side of the market. We believe that our track record speaks to this.</p><p>We will provide our primary scenario as well as at least one alternative possibility. This is not an attempt to put forth so many scenarios that one of them must come true and we proclaim victory, vigorously patting ourselves on the back. Please recognize that markets and the stocks of which they are comprised are non-linear, fluid and dynamic in nature. We adapt in real time to what we're given. As well, analysis will evolve and become even more clear as data fills in the chart. There will come a moment where the analyst can apparently even complete the sentence for the stock or market they observe.</p><p>One way of comparing our analysis is to that of a head coach of a football team and the staff that compose a game plan for their upcoming opponent. Many coaches even have 15 pre-scripted plays that they run at the beginning to see what the reaction of the opposing coach will be. As well, the game plan of each coach usually has provisos and possible adaptations given certain scenarios that can come up during the actual game.</p><p>The football coach must adapt to what's given during the real game. It simply is not possible to stubbornly stick to one specific path when the facts in front of you change. We do the same in our analysis. There's a likely path in the bigger picture. This is similar to it being likely that the superior team will come out victorious in any competition. We have our most likely scenario that we follow, but we also have an alternative to consider.</p><p>Being able to quickly adapt to changing landscapes is one of the hallmarks of Elliott Wave analysis, when correctly applied.</p><p>I would like to take this opportunity to remind you that we provide our perspective by ranking probabilistic market movements based upon the structure of the market price action. And if we maintain a certain primary perspective as to how the market will move next, and the market breaks that pattern, it clearly tells us that we were wrong in our initial assessment. But here's the most important part of the analysis: We also provide you with an alternative perspective at the same time we provide you with our primary expectation, and let you know when to adopt that alternative perspective before it happens.</p><p>There are many ways to analyze and track stocks and the market they form. Some are more consistent than others. For us, this method has proved the most reliable and keeps us on the right side of the trade much more often than not. Nothing is perfect in this world, but for those looking to open their eyes to a new universe of trading and investing, why not consider studying this further? It may just be one of the most illuminating projects you undertake.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is Heating Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is Heating Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 15:15 GMT+8 <a href=https://seekingalpha.com/article/4517170-nvidia-shares-heating-up><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Let’s begin by acknowledging the tough sledding for traders and investors alike, over the last six months. We hear frequent feedback from thousands of our members who are either managing their own ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517170-nvidia-shares-heating-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4517170-nvidia-shares-heating-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242881044","content_text":"Let’s begin by acknowledging the tough sledding for traders and investors alike, over the last six months. We hear frequent feedback from thousands of our members who are either managing their own portfolios or those of their families. As well, many of our members are professional money managers themselves. While it's beneficial to know where we have been, life is lived in forward motion. We can use the context of where we have been to project what is most probable next.One stock that has our attention at this time is Nvidia (NASDAQ:NVDA). This is part of our “Nifty Fifty” list published on May 26, 2022. Our two head analysts, Zac Mannes and Garrett Patten, have identified 50 stocks that strongly support another leg higher in the overall market. Most of these stocks have wave counts that are closely aligned with the broader market and most have shown good relative strength during the correction. As with previous lists, candidates were vetted on basic fundamental metrics and most wave counts also fit into larger trends.Nvidia is one of the hundreds of stocks that we track and update on a regular basis. Toward the end of last year our analysis suggested that a peak in price was near and that it would see a pullback into the Spring of 2022. The fundamental picture at that time also supported the technical structure of price formed on the chart.FAST GraphsLyn Alden produced this FAST graph on August 24, 2021, for our StockWaves members and posted that we would likely see a third wave higher followed by a fourth wave correction. Third waves tend to be the strongest impulses in price. You can see this manifested as price strongly stretched away from any reasonable fundamental valuation when it struck its peak in late 2021. Fourth waves take many twists and turns and ultimately can wear out the most patient of market observers.This is indeed what we have seen happen over the first half of 2022. How many do you know that have either thrown in the towel or are perhaps still clutching onto that towel and wiping away the sweat on their brow formed by fear and angst?Markets are driven by sentiment. Yes, fundamentals are important and that is why we use them in our analysis. StockWaves is where fundamentals and technicals align. A salient point to keep in mind is that sentiment works on a continuum. This means that the larger the market capitalization of an individual stock analyzed, the greater effect sentiment will exert. A smaller stock, such as a biotech start-up, will be influenced more by its fundamentals and perhaps expectations of results and/or clinical trials.The entire market itself, E.G. the S&P 500, is perhaps one of the greatest and clearest manifestations of sentiment at any given time. Sentiment is simply fear vs. greed. Again, fundamentals come in to play, but it's our experience that fundamentals rarely, if ever, lead price. To illustrate, how many times have you personally observed price action in a stock or the market that simply makes no sense? There's no logical explanation to be found. Or, is there?We have observed that one cannot successfully apply logic to an emotional environment. Have you ever attempted to reason logically with a close friend, significant other or family member who is in a heated emotional state? How did that work out? Attempting to overlay logic where emotion dominates is an exercise in frustration and is ultimately folly.There is however a method tried and true over decades of use that can measure, track, and then project forward what is the most probable path of price in the market or an individual stock. If you have followed our writings you know that this method is Elliott Wave. We then apply Fibonacci Pinball to that analysis.Just a few weeks ago, on May 15, 2022, Lyn Alden posted this FAST graph showing that Nvidia was reaching a much more reasonable valuation from a fundamental perspective.FAST GraphsThis analysis dovetailed perfectly with our technical viewpoint. Price was completing a corrective pattern down and we were watching for an imminent reversal. Note the structure of price shown on this chart below.NVDA Daily (TradingView)We had been watching the zone highlighted at $143 - $164 with a focus on the $159 level. The $159 level represents a 38% retracement in price of the prior wave 3 shown on the chart. As well, in Fibonacci Pinball, a fourth wave will typically pull back from the 2.00 extension of waves 1-2 and strike the 1.236 to 1.382 extensions (shown in blue).This current setup is ideal to begin the next wave up. It’s time for Nvidia to heat up once again. Keep in mind that Elliott Wave is fractal in nature. That means that there will be self similarity in all waves at all degrees. Put another way, the larger 5 wave structure that you can see illustrated on the daily chart will also be composed of smaller structures that will form 5 waves of their own.So, in a standard impulsive structure up from the low marked as wave 4 that was struck at $155.67, Nvidia should form 5 waves up in what would be the wave circle ‘i’ you see. At this time, price has only formed 3 waves up. We are still cautious and awaiting confirmation of this initial 5 waves up from the recent low.This initial 5 wave structure up, once formed, would strongly suggest the bearish corrective phase is indeed complete and that a trend change has taken hold. The anticipated pullback in wave circle ‘ii’ would be a buying opportunity. Typically, price will retrace 38% to 62% of wave ‘i’ in that wave ‘ii’.We will then be able to project likely targets and path overhead. We will use what you see on the chart marked as the PIVOT. This will represent the next lesser degree and will be wave [i] and should see a smaller wave [ii] pullback. Once above the pivot, we will move support levels up and fine tune our projections even further.Now, before you think we all sit around with tinfoil hats on our heads and pointing our molars to the moon seeking guidance from a higher power, please realize that this methodology has been observed for nearly 90 years now and has kept us on the right side of the market much more often than not. Many will not accept that it does indeed produce positive results. We will continue to offer our work to those that are willing to explore new horizons.Another point to keep in mind is what is shown on the daily chart. Should price break below $114 instead of unfolding as we have shown, then our primary assessment would need adjustment. However, it's likely that if that was the path going forward, the initial 5 waves up we are anticipating would not complete and this bounce would stop with only 3 waves up. Also, price would probably form a micro 5 wave structure to the downside. But until that happens, we will continue to follow our primary scenario shown here.Some make look askance at Elliott Wave. Frankly, I don't blame them. Not all self-proclaimed Elliott Wave experts are truly such. This is not to disparage others. However, there are specific guidelines that the analyst should follow so as to obtain the desired result. We are looking to find high probability setups, these being short, medium or long term in nature. It is our desire to provide high-quality, actionable analysis that keeps us on the right side of the market. We believe that our track record speaks to this.We will provide our primary scenario as well as at least one alternative possibility. This is not an attempt to put forth so many scenarios that one of them must come true and we proclaim victory, vigorously patting ourselves on the back. Please recognize that markets and the stocks of which they are comprised are non-linear, fluid and dynamic in nature. We adapt in real time to what we're given. As well, analysis will evolve and become even more clear as data fills in the chart. There will come a moment where the analyst can apparently even complete the sentence for the stock or market they observe.One way of comparing our analysis is to that of a head coach of a football team and the staff that compose a game plan for their upcoming opponent. Many coaches even have 15 pre-scripted plays that they run at the beginning to see what the reaction of the opposing coach will be. As well, the game plan of each coach usually has provisos and possible adaptations given certain scenarios that can come up during the actual game.The football coach must adapt to what's given during the real game. It simply is not possible to stubbornly stick to one specific path when the facts in front of you change. We do the same in our analysis. There's a likely path in the bigger picture. This is similar to it being likely that the superior team will come out victorious in any competition. We have our most likely scenario that we follow, but we also have an alternative to consider.Being able to quickly adapt to changing landscapes is one of the hallmarks of Elliott Wave analysis, when correctly applied.I would like to take this opportunity to remind you that we provide our perspective by ranking probabilistic market movements based upon the structure of the market price action. And if we maintain a certain primary perspective as to how the market will move next, and the market breaks that pattern, it clearly tells us that we were wrong in our initial assessment. But here's the most important part of the analysis: We also provide you with an alternative perspective at the same time we provide you with our primary expectation, and let you know when to adopt that alternative perspective before it happens.There are many ways to analyze and track stocks and the market they form. Some are more consistent than others. For us, this method has proved the most reliable and keeps us on the right side of the trade much more often than not. Nothing is perfect in this world, but for those looking to open their eyes to a new universe of trading and investing, why not consider studying this further? It may just be one of the most illuminating projects you undertake.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027733197,"gmtCreate":1654084295919,"gmtModify":1676535391062,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Nio is a potential growth stock for long term value investing. ","listText":"Nio is a potential growth stock for long term value investing. ","text":"Nio is a potential growth stock for long term value investing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027733197","repostId":"2240465471","repostType":4,"repost":{"id":"2240465471","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1654076259,"share":"https://ttm.financial/m/news/2240465471?lang=&edition=fundamental","pubTime":"2022-06-01 17:37","market":"us","language":"en","title":"Nio, Salesforce, GameStop, HP, ChargePoint, Tonix: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2240465471","media":"Tiger Newspress","summary":"Some of the stocks that may grab investor focus today are:","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>China-based electric vehicle maker Nio <a href=\"https://ttm.financial/NW/1178697371\" target=\"_blank\">reported</a> that it delivered 7,024 vehicles in May 2022; it delivered 37,866 vehicles year-to-date in 2022, increasing by 11.8% year-over-year; it delivered Cumulative deliveries of vehicles as of May 31, 2022 reached 204,936. Nio shares gained 2.2% in premarket trading Wednesday.</li></ul><ul><li><b>Salesforce, Inc.</b> (NYSE:CRM) reported upbeat results for its first quarter and raised its annual profit forecast. Salesforce shares jumped 7.3% to $171.86 in premarket trading Wednesday.</li><li>Analysts expect <b>GameStop Corp. </b> (NYSE:GME) to post a quarterly loss at $1.45 per share on revenue of $1.32 billion after the closing bell. GameStop shares fell 0.8% to $123.69 in premarket trading Wednesday.</li></ul><ul><li><b>HP Inc.</b> (NYSE:HPQ) reported better-than-expected results for its second quarter and issued strong earnings guidance for the third quarter. HP shares fell 0.1% to $38.81 in premarket trading Wednesday.</li></ul><ul><li><b>ChargePoint Holdings</b> (NYSE:CHPT) fell 3.9% in premarket trading Wednesday after reporting a larger quarterly loss than anticipated.</li></ul><ul><li>Nano cap biotech <b>Tonix Pharmaceuticals</b> (NASDAQ:TNXP) announced on Tuesday that its board of directors approved a share repurchase program to buy up to $12.5M worth of its outstanding common stock. Tonix (TNXP) shares added 15.6% in premarket trading Wednesday..</li></ul><ul><li>Wall Street expects <b>Capri Holdings Limited</b> (NYSE:CPRI) to report quarterly earnings at $0.82 per share on revenue of $1.41 billion after the closing bell. Capri Holdings shares rose 3.6% to $50.50 in after-hours trading Tuesday.</li><li>Analysts are expecting <b>Hewlett Packard Enterprise Company</b> (NYSE:HPE) to have earned $0.45 per share on revenue of $6.79 billion. The company will release earnings after the markets close. Hewlett Packard Enterprise shares rose 1.1% to $15.77 in after-hours trading Tuesday.</li></ul><ul></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio, Salesforce, GameStop, HP, ChargePoint, Tonix: U.S. Stocks To Watch</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\">\nNio, Salesforce, GameStop, HP, ChargePoint, Tonix: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-01 17:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>China-based electric vehicle maker Nio <a href=\"https://ttm.financial/NW/1178697371\" target=\"_blank\">reported</a> that it delivered 7,024 vehicles in May 2022; it delivered 37,866 vehicles year-to-date in 2022, increasing by 11.8% year-over-year; it delivered Cumulative deliveries of vehicles as of May 31, 2022 reached 204,936. Nio shares gained 2.2% in premarket trading Wednesday.</li></ul><ul><li><b>Salesforce, Inc.</b> (NYSE:CRM) reported upbeat results for its first quarter and raised its annual profit forecast. Salesforce shares jumped 7.3% to $171.86 in premarket trading Wednesday.</li><li>Analysts expect <b>GameStop Corp. </b> (NYSE:GME) to post a quarterly loss at $1.45 per share on revenue of $1.32 billion after the closing bell. GameStop shares fell 0.8% to $123.69 in premarket trading Wednesday.</li></ul><ul><li><b>HP Inc.</b> (NYSE:HPQ) reported better-than-expected results for its second quarter and issued strong earnings guidance for the third quarter. HP shares fell 0.1% to $38.81 in premarket trading Wednesday.</li></ul><ul><li><b>ChargePoint Holdings</b> (NYSE:CHPT) fell 3.9% in premarket trading Wednesday after reporting a larger quarterly loss than anticipated.</li></ul><ul><li>Nano cap biotech <b>Tonix Pharmaceuticals</b> (NASDAQ:TNXP) announced on Tuesday that its board of directors approved a share repurchase program to buy up to $12.5M worth of its outstanding common stock. Tonix (TNXP) shares added 15.6% in premarket trading Wednesday..</li></ul><ul><li>Wall Street expects <b>Capri Holdings Limited</b> (NYSE:CPRI) to report quarterly earnings at $0.82 per share on revenue of $1.41 billion after the closing bell. Capri Holdings shares rose 3.6% to $50.50 in after-hours trading Tuesday.</li><li>Analysts are expecting <b>Hewlett Packard Enterprise Company</b> (NYSE:HPE) to have earned $0.45 per share on revenue of $6.79 billion. The company will release earnings after the markets close. Hewlett Packard Enterprise shares rose 1.1% to $15.77 in after-hours trading Tuesday.</li></ul><ul></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPE":"慧与科技","GME":"游戏驿站","CPRI":"Capri Holdings Ltd","TNXP":"Tonix Pharmaceuticals Holding Co","NIO":"蔚来","HPQ":"惠普","CRM":"赛富时","CHPT":"ChargePoint Holdings Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240465471","content_text":"Some of the stocks that may grab investor focus today are:China-based electric vehicle maker Nio reported that it delivered 7,024 vehicles in May 2022; it delivered 37,866 vehicles year-to-date in 2022, increasing by 11.8% year-over-year; it delivered Cumulative deliveries of vehicles as of May 31, 2022 reached 204,936. Nio shares gained 2.2% in premarket trading Wednesday.Salesforce, Inc. (NYSE:CRM) reported upbeat results for its first quarter and raised its annual profit forecast. Salesforce shares jumped 7.3% to $171.86 in premarket trading Wednesday.Analysts expect GameStop Corp. (NYSE:GME) to post a quarterly loss at $1.45 per share on revenue of $1.32 billion after the closing bell. GameStop shares fell 0.8% to $123.69 in premarket trading Wednesday.HP Inc. (NYSE:HPQ) reported better-than-expected results for its second quarter and issued strong earnings guidance for the third quarter. HP shares fell 0.1% to $38.81 in premarket trading Wednesday.ChargePoint Holdings (NYSE:CHPT) fell 3.9% in premarket trading Wednesday after reporting a larger quarterly loss than anticipated.Nano cap biotech Tonix Pharmaceuticals (NASDAQ:TNXP) announced on Tuesday that its board of directors approved a share repurchase program to buy up to $12.5M worth of its outstanding common stock. Tonix (TNXP) shares added 15.6% in premarket trading Wednesday..Wall Street expects Capri Holdings Limited (NYSE:CPRI) to report quarterly earnings at $0.82 per share on revenue of $1.41 billion after the closing bell. Capri Holdings shares rose 3.6% to $50.50 in after-hours trading Tuesday.Analysts are expecting Hewlett Packard Enterprise Company (NYSE:HPE) to have earned $0.45 per share on revenue of $6.79 billion. The company will release earnings after the markets close. Hewlett Packard Enterprise shares rose 1.1% to $15.77 in after-hours trading Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026589651,"gmtCreate":1653401050774,"gmtModify":1676535274839,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"It is attractive but I think should on hold as market look like downtrend. ","listText":"It is attractive but I think should on hold as market look like downtrend. ","text":"It is attractive but I think should on hold as market look like downtrend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026589651","repostId":"2237336747","repostType":4,"repost":{"id":"2237336747","kind":"highlight","pubTimestamp":1653377404,"share":"https://ttm.financial/m/news/2237336747?lang=&edition=fundamental","pubTime":"2022-05-24 15:30","market":"us","language":"en","title":"Nvidia Stock Before Earnings: Buy or Sell?","url":"https://stock-news.laohu8.com/highlight/detail?id=2237336747","media":"Motley Fool","summary":"The graphics specialist heads into its quarterly report with a lot of uncertainty.","content":"<html><head></head><body><p><b>Nvidia</b> stock has been going through a torrid time and the semiconductor giant has lost over 44% of its value since the start of the year. Investors in the stock are hoping for some relief on Wednesday when the company releases its fiscal 2023 first-quarter results (for the three months that ended on April 30).</p><p>A situation involving a near-term risk in the graphics processing unit (GPU) market seems to have spooked investors going into Nvidia's upcoming quarterly report. So, should Nvidia investors jump ship before the company releases its results to avoid further potential losses? Or should savvy investors looking for a long-term growth play take advantage of Nvidia's slip and buy the stock given its relatively attractive valuation?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d37411519d470ff3c53a15776d3013c\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Reasons to sell Nvidia stock</h2><p>Consumer electronics company Asus recently pointed out that the demand for graphics cards used by cryptocurrency miners is cooling down. Though the company believes that the demand for gaming GPUs continues to remain strong, Nvidia investors should be a worried lot as the chip giant has been hurt badly in the past thanks to weak cryptocurrency GPU demand.</p><p>Jon Peddie Research estimates miners accounted for a quarter of GPU sales in the first half of 2021. Additionally, it won't be surprising to see preowned graphics cards used by cryptocurrency miners flood the market. Such a scenario means a nice chunk of GPU sales could disappear and shrink Nvidia's addressable market. Throw in the fact that sales of personal computers are slowing down, and it is easy to see why Nvidia is heading into its quarterly report in a challenging environment.</p><p>Market research company IDC estimates sales of PCs were down 5.1% in the first quarter of 2022 following two years of solid growth. Declining PC sales would further restrict sales of graphics cards as Nvidia will have a smaller pool of customers to whom it could sell its GPUs. All of this indicates that Nvidia's video gaming business may be headed for a near-term slowdown.</p><p>The company generated $12.5 billion in revenue from its gaming business in fiscal 2022, up 61% from the prior year. So, any weakness on this front could derail the company's impressive growth momentum and cause the stock to lose more ground considering its rich valuation.</p><p>Nvidia stock is trading at 44 times trailing earnings, which is expensive when compared to the <b>Nasdaq-100</b>'s earnings multiple of 26. As such, Nvidia needs to deliver a solid set of results and back it up with eye-popping guidance if it wants to turn its fortunes around on the stock market.</p><h2>Reasons to buy before earnings</h2><p>Nvidia stock is expensive when compared to the index, but investors shouldn't forget that it was trading at 90 times earnings last year. What's more, Nvidia's price-to-earnings ratio is lower than its five-year average multiple of 58. So, savvy investors are getting a relatively good deal on Nvidia stock right now.</p><p>They may consider grabbing this opportunity as, despite the headwinds in the gaming GPU market, Nvidia's guidance indicates that it could deliver another quarter of robust growth. The company expects to deliver $8.1 billion in fiscal Q1 revenue along with an adjusted gross margin of 67%.</p><p>Nvidia had delivered $5.66 billion in revenue in the year-ago period along with an adjusted gross margin of 66.2%. So, Nvidia's revenue is expected to rise 43% year over year. Analysts expect that robust increase to translate into a year-over-year earnings increase of nearly 42% to $1.29 per share.</p><p>It won't be surprising to see Nvidia back up such impressive growth with healthy guidance thanks to its fast-growing data center business, which complements the growth of the gaming segment. The data center segment was Nvidia's second-largest business in fiscal 2022 as it produced 39% of its total revenue. The company's data center revenue increased 58% last fiscal year to a record $10.6 billion. Investors can expect another solid year from the data center business thanks to the growing demand for server GPUs, which is a market Nvidia dominates.</p><p>Meanwhile, the automotive business could give Nvidia another shot in the arm. The company sees a $300 billion addressable revenue opportunity in the automotive market, and the good part is that it has already started taking advantage of it. Throw in other emerging opportunities such as the metaverse, and it is easy to see that Nvidia is well placed to overcome any potential weaknesses in one part of its business thanks to the multiple opportunities it is sitting on.</p><p>As such, investors looking to buy a semiconductor stock for the long run may think of buying Nvidia stock irrespective of any near-term headwinds. The stock is trading at a relatively attractive valuation now and its long-term growth story remains intact.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Before Earnings: Buy or Sell?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Before Earnings: Buy or Sell?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 15:30 GMT+8 <a href=https://www.fool.com/investing/2022/05/23/nvidia-stock-before-earnings-buy-or-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock has been going through a torrid time and the semiconductor giant has lost over 44% of its value since the start of the year. Investors in the stock are hoping for some relief on Wednesday...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/23/nvidia-stock-before-earnings-buy-or-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/05/23/nvidia-stock-before-earnings-buy-or-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237336747","content_text":"Nvidia stock has been going through a torrid time and the semiconductor giant has lost over 44% of its value since the start of the year. Investors in the stock are hoping for some relief on Wednesday when the company releases its fiscal 2023 first-quarter results (for the three months that ended on April 30).A situation involving a near-term risk in the graphics processing unit (GPU) market seems to have spooked investors going into Nvidia's upcoming quarterly report. So, should Nvidia investors jump ship before the company releases its results to avoid further potential losses? Or should savvy investors looking for a long-term growth play take advantage of Nvidia's slip and buy the stock given its relatively attractive valuation?Image source: Getty Images.Reasons to sell Nvidia stockConsumer electronics company Asus recently pointed out that the demand for graphics cards used by cryptocurrency miners is cooling down. Though the company believes that the demand for gaming GPUs continues to remain strong, Nvidia investors should be a worried lot as the chip giant has been hurt badly in the past thanks to weak cryptocurrency GPU demand.Jon Peddie Research estimates miners accounted for a quarter of GPU sales in the first half of 2021. Additionally, it won't be surprising to see preowned graphics cards used by cryptocurrency miners flood the market. Such a scenario means a nice chunk of GPU sales could disappear and shrink Nvidia's addressable market. Throw in the fact that sales of personal computers are slowing down, and it is easy to see why Nvidia is heading into its quarterly report in a challenging environment.Market research company IDC estimates sales of PCs were down 5.1% in the first quarter of 2022 following two years of solid growth. Declining PC sales would further restrict sales of graphics cards as Nvidia will have a smaller pool of customers to whom it could sell its GPUs. All of this indicates that Nvidia's video gaming business may be headed for a near-term slowdown.The company generated $12.5 billion in revenue from its gaming business in fiscal 2022, up 61% from the prior year. So, any weakness on this front could derail the company's impressive growth momentum and cause the stock to lose more ground considering its rich valuation.Nvidia stock is trading at 44 times trailing earnings, which is expensive when compared to the Nasdaq-100's earnings multiple of 26. As such, Nvidia needs to deliver a solid set of results and back it up with eye-popping guidance if it wants to turn its fortunes around on the stock market.Reasons to buy before earningsNvidia stock is expensive when compared to the index, but investors shouldn't forget that it was trading at 90 times earnings last year. What's more, Nvidia's price-to-earnings ratio is lower than its five-year average multiple of 58. So, savvy investors are getting a relatively good deal on Nvidia stock right now.They may consider grabbing this opportunity as, despite the headwinds in the gaming GPU market, Nvidia's guidance indicates that it could deliver another quarter of robust growth. The company expects to deliver $8.1 billion in fiscal Q1 revenue along with an adjusted gross margin of 67%.Nvidia had delivered $5.66 billion in revenue in the year-ago period along with an adjusted gross margin of 66.2%. So, Nvidia's revenue is expected to rise 43% year over year. Analysts expect that robust increase to translate into a year-over-year earnings increase of nearly 42% to $1.29 per share.It won't be surprising to see Nvidia back up such impressive growth with healthy guidance thanks to its fast-growing data center business, which complements the growth of the gaming segment. The data center segment was Nvidia's second-largest business in fiscal 2022 as it produced 39% of its total revenue. The company's data center revenue increased 58% last fiscal year to a record $10.6 billion. Investors can expect another solid year from the data center business thanks to the growing demand for server GPUs, which is a market Nvidia dominates.Meanwhile, the automotive business could give Nvidia another shot in the arm. The company sees a $300 billion addressable revenue opportunity in the automotive market, and the good part is that it has already started taking advantage of it. Throw in other emerging opportunities such as the metaverse, and it is easy to see that Nvidia is well placed to overcome any potential weaknesses in one part of its business thanks to the multiple opportunities it is sitting on.As such, investors looking to buy a semiconductor stock for the long run may think of buying Nvidia stock irrespective of any near-term headwinds. The stock is trading at a relatively attractive valuation now and its long-term growth story remains intact.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046969741,"gmtCreate":1656290395583,"gmtModify":1676535799286,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Hope with new launch products give better earnings to the company. looking forward the next quarterly report. ","listText":"Hope with new launch products give better earnings to the company. looking forward the next quarterly report. ","text":"Hope with new launch products give better earnings to the company. looking forward the next quarterly report.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046969741","repostId":"1128516530","repostType":4,"repost":{"id":"1128516530","kind":"news","pubTimestamp":1656287189,"share":"https://ttm.financial/m/news/1128516530?lang=&edition=fundamental","pubTime":"2022-06-27 07:46","market":"us","language":"en","title":"Apple Readies iPhone 14 and HomePod Upgrade in Flood of New Products","url":"https://stock-news.laohu8.com/highlight/detail?id=1128516530","media":"Bloomberg","summary":"Apple’s latest software from WWDC sets the stage for a busy fall 2022 and first half of 2023. Also: ","content":"<html><head></head><body><p>Apple’s latest software from WWDC sets the stage for a busy fall 2022 and first half of 2023. Also: A US Apple store votes to unionize for the first time, iOS 16 beta 2 brings needed improvements, and the company hires a designer from a popular air-purifier company.</p><p><b>The Starters</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b84b8690f89de4e53394969b2642c74\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Apple’s in-person WWDC 2022 keynote event.Photographer: David Paul Morris/Bloomberg</span></p><p>Apple Inc.’s Worldwide Developers Conference earlier this month was jam-packed with announcements, including an overhauled iPhone lock screen, two new Macs with the M2 chip, and a revamped multitasking interface for the iPad.</p><p>But more interesting to me is how these changes set the stage for Apple’s next slate of devices. From what I’ve been told, the company is about to embark on one of the most ambitious periods of new products in its history—with the deluge coming between the fall of 2022 and first half of 2023.</p><p>The new products will include four iPhone 14 models, three Apple Watch variations, several Macs with M2 and M3 chips, the company’s first mixed-reality headset, low-end and high-end iPads, updated AirPods Pro earbuds, a fresh HomePod and an upgraded Apple TV.</p><p>The announcements at WWDC give us a bit of a preview of what to expect—including how the new software and hardware will tie together.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b1f20bd40b46640df2379cec3db248c\" tg-width=\"1000\" tg-height=\"562\" width=\"100%\" height=\"auto\"/><span>The iOS 16 lock screen.Source: Apple</span></p><p>Let’s start with the iPhone. The main new feature—as first previewed here before iOS 16 was announced—is the revamped lock screen. The company has been working on this interface for a couple of years, and it makes sense to release it now because the lock screen works hand-in-hand with a new feature on the upcoming iPhone 14 Pro models: an always-on display.</p><p>Like the Apple Watch, the iPhone 14 Pro will be able to show widgets displaying weather, calendars, stocks, activities and other data while the screen remains at a low brightness and frame rate. And there will be a setting—also like the Apple Watch—that keeps sensitive data from appearing on the lock screen for all to see.</p><p>Other new iPhone 14 Pro features include a much-improved front-facing camera, a new rear-camera system that includes a 48-megapixel sensor, thinner bezels, a faster A16 chip, and a redesigned notch with a pill-shaped cutout for Face ID and a hole punch for the camera.</p><p>The Pro phones, code-named D73 and D74, will be the big iPhone story this year, with the non-Pro iPhone 14 models—D27 and D28—generating less excitement. The lower-end phones will stick with the same A15 chip as the iPhone 13, though the 5.4-inch mini size will be replaced with a 6.7-inch model.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d4cbaed372b318b3139974afbea7cb4\" tg-width=\"1000\" tg-height=\"714\" width=\"100%\" height=\"auto\"/><span>The iPadOS 16 and Stage Manager.Source: Apple</span></p><p>All of this year’s new iPhones will continue to use Lightning to charge the battery, but I expect a transition to USB-C to happen in 2023. Speaking of USB-C: A new low-end iPad with an A14 chip and 5G—as first reported by 9to5Mac—is due this fall with that more powerful connector, I’m told.</p><p>I can’t mention the iPad without getting into Stage Manager. Like it or not, this appears to be Apple’s solution to pro users wanting better multitasking capabilities. After trying it on the iPad (and testing it more extensively on a Mac), I’m absolutely not a fan—and I don’t think it solves the problem.</p><p>I do think, however, that it’s a preview of what’s to come from the iPad Pro. I expect Apple to release new 11-inch and 12.9-inch models with M2 chips later this year that work with Stage Manager. They’re code-named J617 and J620. That will let Apple say it has five different iPads that support the interface, versus three today (the current M1 iPad Pros and iPad Air).</p><p>I also expect Apple to release an iPad with a bigger display sometime in the next year or two—between 14 and 15 inches. Stage Manager could make more sense on a device that size.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd389b28e989e1c44916bccd628886db\" tg-width=\"1000\" tg-height=\"661\" width=\"100%\" height=\"auto\"/><span>The M2 MacBook Air.Photographer: David Paul Morris/Bloomberg</span></p><p>The new M2 chip, part of the MacBook Air and 13-inch MacBook Pro announced at WWDC and optimized with macOS Ventura, is also the core of several other products in the pipeline. Those are likely to come in much quicker succession than the M1-based Macs did.</p><p>Here are the M2 Macs I’m told to expect beyond the first two:</p><ul><li>an M2 Mac mini.</li><li>an M2 Pro Mac mini.</li><li>M2 Pro and M2 Max 14-inch and 16-inch MacBook Pros.</li><li>the M2 Ultra and M2 Extreme Mac Pro.</li></ul><p>Outside of the Mac and iPad Pro, there’s another place I expect the M2 to appear: Apple’s mixed-reality headset. I’m told the latest internal incarnations of the device run the base M2 chip along with 16 gigabytes of RAM. And speaking of WWDC, there were plenty of software-related hints there about the headset’s operating system, realityOS, and its features.</p><p>Apple is also already at work on the M2’s successor, the M3, and the company is planning to use that chip as early as next year with updates to the 13-inch MacBook Air code-named J513, a 15-inch MacBook Air known as J515, a new iMac code-named J433 and possibly a 12-inch laptop that’s still in early development.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fff296a85d06de65e85a97bbadc932bf\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>The Apple Watch.Photographer: Brent Lewin/Bloomberg</span></p><p>The other major announcement this year at WWDC was watchOS 9. That update certainly heralds what we can expect from the Apple Watch Series 8 this fall. As I’ve reported, Apple is preparing three new variations: a new low-end SE, a standard Series 8 and a rugged edition aimed at extreme sports.</p><p>For those hoping for a faster chip in this year’s Apple Watch, I’m told the S8 chip will have the same specifications as the S7, which was also the same as the S6. Next year’s models, however, are slated to get an an all-new processor.</p><p>The SE will stick to the screen size of the current model, rather than moving up to the larger Series 7 size. But it may get the same S8 chip as the Series 8, an upgrade from the S5 in the current SE from 2020.</p><p>The software update drops support for the Apple Watch Series 3, so I’d finally expect that model to be discontinued in the fall. The current SE could slide into that Series 3 price point, with the new SE becoming the mid-tier option.</p><p>Changes to workout tracking are some of the biggest enhancements in watchOS. Those upgrades include: multisport workouts, so the watch can automatically move between tracking swimming, biking and running; elevation tracking; training zones; and new running metrics. All of those features seem especially relevant to an extreme sports watch.</p><p>I’d also expect the low-power mode I’ve long discussed as part of watchOS 9 to show up as a new hardware-exclusive feature.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07ac2a927569c96e6abffb53da2d5439\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Apple TV set-top box.Photographer: Nina Riggio/Bloomberg</span></p><p>While Apple didn’t show much love to the software running on the Apple TV and HomePod at its developer conference, there are still some nice upgrades to those products in the works, though a new HomePod is unlikely to arrive until next year.</p><p>The new Apple TV, code-named J255, is in development with an A14 chip and an additional gigabyte of RAM. That compares with the A12 chip announced as part of the 2021 Apple TV last year and could be useful for additional gaming capabilities rolling out in tvOS 16.</p><p>The HomePod, code-named B620, will run the same S8 chip coming to the watches and will be closer to the original HomePod in terms of size and audio performance rather than a new HomePod mini. The new HomePod will have an updated display on top and there’s even been some talk of multi-touch functionality.</p><p>Speaking of audio products, I’m also still expecting new AirPods Pro earbuds with an updated chip and support for higher-quality audio.</p><p><b>The Bench</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9eb0369114b3abdc878946f5e4bf4517\" tg-width=\"1000\" tg-height=\"664\" width=\"100%\" height=\"auto\"/><span>The iOS 16 software update screen.Source: Mark Gurman/Bloomberg</span></p><p><b>The iOS 16 beta 2 arrives with many fixes.</b>The first iOS 16 beta was certainly buggy—as to be expected. My iPhone would constantly overheat and suffer random reboots, and its battery life was probably cut in half. But with the second iOS 16 beta this past week, most of those problems have been resolved. In fact, this new update feels pretty stable for a second beta, which bodes well for the third developer beta and first public beta around the week of July 11.</p><p>In addition to making the iPhone actually usable, the second beta delivered some new features:</p><ul><li>DuoTone and Color Wash filters for personal images, a pinch-to-crop feature and improved controls for setting custom images on the upgraded lock screen. The Astronomy wallpapers can also now show your live location on Earth, and it’s easier to delete lock screens.</li><li>Users with non-5G phones on some carriers will now be able to back up to iCloud over LTE. This feature was available for 5G since iOS 15.</li><li>There are improvements to SMS filtering, and you can now report spam texts to some carriers. That feature has long existed for iMessage.</li><li>If you edit an iMessage sent to a user on software earlier than iOS 16, they will get a second text telling them the message has been edited.</li></ul><p>I’ll be on the lookout for some Stage Manager improvements in beta 3 or beta 4 (hopefully).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ef9bc655508455a5ba3ecb5c00f6273\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>An Apple retail store.Photographer: Gabby Jones/Bloomberg</span></p><p><b>Apple sees its first US retail store unionize.</b> It has finally happened: An Apple retail store voted to join a union—and did so by a wide margin, about 2 to 1. That means pay and other key decisions at the store will require negotiations between the employees’ union representative and Apple corporate. This only affects a store in Towson, Maryland, for now, but many Apple retail employees expect other locations to follow suit.</p><p>Apple was quiet about the move last week, likely wanting to avoid an episode like when Deirdre O’Brien’s anti-union comments leaked to the press. Instead, Apple store managers verbally told staffers that they don’t know (yet) how this will affect operations and that they’re willing to discuss the matter privately.</p><p>Apple isn’t expected to contest the election, and store managers have told staff that it’s fine for them to discuss unions among themselves—though some employees were warned about customers potentially broaching the topic. I’m certain there will be a lot more to say on this subject in the coming days and weeks. In any case, Apple’s retail leaders are in for some discomfort while staffers push for more changes.</p><p><b>Roster Changes</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd7fe377a8c5675ed35cf2255d43a5d6\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>The Molekule air purifier.Photographer: Philip Harvey</span></p><p><b>Apple hires the chief design officer from air-purifier company Molekule.</b>Apple added a new member to its design team:Peter Riering-Czekalla, who previously worked at the upscale air-purifier company Molekule. Riering-Czekalla had the job of chief design officer at Molekule, mimicking Jony Ive, who had the same title at Apple. Before that, he was a design lead at IDEO, where Apple has gone for talent in the past. Given that his last job was making $1,000 aluminum air purifiers as alluring as possible, he could be a perfect fit for Apple.</p></body></html>","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>Apple Readies iPhone 14 and HomePod Upgrade in Flood of New Products</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 Readies iPhone 14 and HomePod Upgrade in Flood of New Products\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-27 07:46 GMT+8 <a href=https://www.bloomberg.com/news/newsletters/2022-06-26/apple-aapl-plans-iphone-14-apple-watch-series-8-m2-macs-for-2022-and-2023-l4vd5unx?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s latest software from WWDC sets the stage for a busy fall 2022 and first half of 2023. Also: A US Apple store votes to unionize for the first time, iOS 16 beta 2 brings needed improvements, and...</p>\n\n<a href=\"https://www.bloomberg.com/news/newsletters/2022-06-26/apple-aapl-plans-iphone-14-apple-watch-series-8-m2-macs-for-2022-and-2023-l4vd5unx?srnd=premium-asia\">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://www.bloomberg.com/news/newsletters/2022-06-26/apple-aapl-plans-iphone-14-apple-watch-series-8-m2-macs-for-2022-and-2023-l4vd5unx?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128516530","content_text":"Apple’s latest software from WWDC sets the stage for a busy fall 2022 and first half of 2023. Also: A US Apple store votes to unionize for the first time, iOS 16 beta 2 brings needed improvements, and the company hires a designer from a popular air-purifier company.The StartersApple’s in-person WWDC 2022 keynote event.Photographer: David Paul Morris/BloombergApple Inc.’s Worldwide Developers Conference earlier this month was jam-packed with announcements, including an overhauled iPhone lock screen, two new Macs with the M2 chip, and a revamped multitasking interface for the iPad.But more interesting to me is how these changes set the stage for Apple’s next slate of devices. From what I’ve been told, the company is about to embark on one of the most ambitious periods of new products in its history—with the deluge coming between the fall of 2022 and first half of 2023.The new products will include four iPhone 14 models, three Apple Watch variations, several Macs with M2 and M3 chips, the company’s first mixed-reality headset, low-end and high-end iPads, updated AirPods Pro earbuds, a fresh HomePod and an upgraded Apple TV.The announcements at WWDC give us a bit of a preview of what to expect—including how the new software and hardware will tie together.The iOS 16 lock screen.Source: AppleLet’s start with the iPhone. The main new feature—as first previewed here before iOS 16 was announced—is the revamped lock screen. The company has been working on this interface for a couple of years, and it makes sense to release it now because the lock screen works hand-in-hand with a new feature on the upcoming iPhone 14 Pro models: an always-on display.Like the Apple Watch, the iPhone 14 Pro will be able to show widgets displaying weather, calendars, stocks, activities and other data while the screen remains at a low brightness and frame rate. And there will be a setting—also like the Apple Watch—that keeps sensitive data from appearing on the lock screen for all to see.Other new iPhone 14 Pro features include a much-improved front-facing camera, a new rear-camera system that includes a 48-megapixel sensor, thinner bezels, a faster A16 chip, and a redesigned notch with a pill-shaped cutout for Face ID and a hole punch for the camera.The Pro phones, code-named D73 and D74, will be the big iPhone story this year, with the non-Pro iPhone 14 models—D27 and D28—generating less excitement. The lower-end phones will stick with the same A15 chip as the iPhone 13, though the 5.4-inch mini size will be replaced with a 6.7-inch model.The iPadOS 16 and Stage Manager.Source: AppleAll of this year’s new iPhones will continue to use Lightning to charge the battery, but I expect a transition to USB-C to happen in 2023. Speaking of USB-C: A new low-end iPad with an A14 chip and 5G—as first reported by 9to5Mac—is due this fall with that more powerful connector, I’m told.I can’t mention the iPad without getting into Stage Manager. Like it or not, this appears to be Apple’s solution to pro users wanting better multitasking capabilities. After trying it on the iPad (and testing it more extensively on a Mac), I’m absolutely not a fan—and I don’t think it solves the problem.I do think, however, that it’s a preview of what’s to come from the iPad Pro. I expect Apple to release new 11-inch and 12.9-inch models with M2 chips later this year that work with Stage Manager. They’re code-named J617 and J620. That will let Apple say it has five different iPads that support the interface, versus three today (the current M1 iPad Pros and iPad Air).I also expect Apple to release an iPad with a bigger display sometime in the next year or two—between 14 and 15 inches. Stage Manager could make more sense on a device that size.The M2 MacBook Air.Photographer: David Paul Morris/BloombergThe new M2 chip, part of the MacBook Air and 13-inch MacBook Pro announced at WWDC and optimized with macOS Ventura, is also the core of several other products in the pipeline. Those are likely to come in much quicker succession than the M1-based Macs did.Here are the M2 Macs I’m told to expect beyond the first two:an M2 Mac mini.an M2 Pro Mac mini.M2 Pro and M2 Max 14-inch and 16-inch MacBook Pros.the M2 Ultra and M2 Extreme Mac Pro.Outside of the Mac and iPad Pro, there’s another place I expect the M2 to appear: Apple’s mixed-reality headset. I’m told the latest internal incarnations of the device run the base M2 chip along with 16 gigabytes of RAM. And speaking of WWDC, there were plenty of software-related hints there about the headset’s operating system, realityOS, and its features.Apple is also already at work on the M2’s successor, the M3, and the company is planning to use that chip as early as next year with updates to the 13-inch MacBook Air code-named J513, a 15-inch MacBook Air known as J515, a new iMac code-named J433 and possibly a 12-inch laptop that’s still in early development.The Apple Watch.Photographer: Brent Lewin/BloombergThe other major announcement this year at WWDC was watchOS 9. That update certainly heralds what we can expect from the Apple Watch Series 8 this fall. As I’ve reported, Apple is preparing three new variations: a new low-end SE, a standard Series 8 and a rugged edition aimed at extreme sports.For those hoping for a faster chip in this year’s Apple Watch, I’m told the S8 chip will have the same specifications as the S7, which was also the same as the S6. Next year’s models, however, are slated to get an an all-new processor.The SE will stick to the screen size of the current model, rather than moving up to the larger Series 7 size. But it may get the same S8 chip as the Series 8, an upgrade from the S5 in the current SE from 2020.The software update drops support for the Apple Watch Series 3, so I’d finally expect that model to be discontinued in the fall. The current SE could slide into that Series 3 price point, with the new SE becoming the mid-tier option.Changes to workout tracking are some of the biggest enhancements in watchOS. Those upgrades include: multisport workouts, so the watch can automatically move between tracking swimming, biking and running; elevation tracking; training zones; and new running metrics. All of those features seem especially relevant to an extreme sports watch.I’d also expect the low-power mode I’ve long discussed as part of watchOS 9 to show up as a new hardware-exclusive feature.Apple TV set-top box.Photographer: Nina Riggio/BloombergWhile Apple didn’t show much love to the software running on the Apple TV and HomePod at its developer conference, there are still some nice upgrades to those products in the works, though a new HomePod is unlikely to arrive until next year.The new Apple TV, code-named J255, is in development with an A14 chip and an additional gigabyte of RAM. That compares with the A12 chip announced as part of the 2021 Apple TV last year and could be useful for additional gaming capabilities rolling out in tvOS 16.The HomePod, code-named B620, will run the same S8 chip coming to the watches and will be closer to the original HomePod in terms of size and audio performance rather than a new HomePod mini. The new HomePod will have an updated display on top and there’s even been some talk of multi-touch functionality.Speaking of audio products, I’m also still expecting new AirPods Pro earbuds with an updated chip and support for higher-quality audio.The BenchThe iOS 16 software update screen.Source: Mark Gurman/BloombergThe iOS 16 beta 2 arrives with many fixes.The first iOS 16 beta was certainly buggy—as to be expected. My iPhone would constantly overheat and suffer random reboots, and its battery life was probably cut in half. But with the second iOS 16 beta this past week, most of those problems have been resolved. In fact, this new update feels pretty stable for a second beta, which bodes well for the third developer beta and first public beta around the week of July 11.In addition to making the iPhone actually usable, the second beta delivered some new features:DuoTone and Color Wash filters for personal images, a pinch-to-crop feature and improved controls for setting custom images on the upgraded lock screen. The Astronomy wallpapers can also now show your live location on Earth, and it’s easier to delete lock screens.Users with non-5G phones on some carriers will now be able to back up to iCloud over LTE. This feature was available for 5G since iOS 15.There are improvements to SMS filtering, and you can now report spam texts to some carriers. That feature has long existed for iMessage.If you edit an iMessage sent to a user on software earlier than iOS 16, they will get a second text telling them the message has been edited.I’ll be on the lookout for some Stage Manager improvements in beta 3 or beta 4 (hopefully).An Apple retail store.Photographer: Gabby Jones/BloombergApple sees its first US retail store unionize. It has finally happened: An Apple retail store voted to join a union—and did so by a wide margin, about 2 to 1. That means pay and other key decisions at the store will require negotiations between the employees’ union representative and Apple corporate. This only affects a store in Towson, Maryland, for now, but many Apple retail employees expect other locations to follow suit.Apple was quiet about the move last week, likely wanting to avoid an episode like when Deirdre O’Brien’s anti-union comments leaked to the press. Instead, Apple store managers verbally told staffers that they don’t know (yet) how this will affect operations and that they’re willing to discuss the matter privately.Apple isn’t expected to contest the election, and store managers have told staff that it’s fine for them to discuss unions among themselves—though some employees were warned about customers potentially broaching the topic. I’m certain there will be a lot more to say on this subject in the coming days and weeks. In any case, Apple’s retail leaders are in for some discomfort while staffers push for more changes.Roster ChangesThe Molekule air purifier.Photographer: Philip HarveyApple hires the chief design officer from air-purifier company Molekule.Apple added a new member to its design team:Peter Riering-Czekalla, who previously worked at the upscale air-purifier company Molekule. Riering-Czekalla had the job of chief design officer at Molekule, mimicking Jony Ive, who had the same title at Apple. Before that, he was a design lead at IDEO, where Apple has gone for talent in the past. Given that his last job was making $1,000 aluminum air purifiers as alluring as possible, he could be a perfect fit for Apple.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049048894,"gmtCreate":1655728502218,"gmtModify":1676535693630,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Wait. I think market still under bear run... wait for cheaper price. ","listText":"Wait. I think market still under bear run... wait for cheaper price. ","text":"Wait. I think market still under bear run... wait for cheaper price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049048894","repostId":"2244493940","repostType":4,"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084963166,"gmtCreate":1650794734607,"gmtModify":1676534794436,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084963166","repostId":"2229815110","repostType":4,"repost":{"id":"2229815110","kind":"highlight","pubTimestamp":1650681404,"share":"https://ttm.financial/m/news/2229815110?lang=&edition=fundamental","pubTime":"2022-04-23 10:36","market":"us","language":"en","title":"Wall Street Thinks Palantir Is Poised for a Comeback. Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2229815110","media":"Motley Fool","summary":"Wall Street is bullish on Palantir because it see catalysts for the company's long-term growth. But the software company's stock price has been cratering.","content":"<html><head></head><body><p>Technology stocks have experienced pronounced market volatility over the last two years. Whether it was a fleeting interest in the metaverse, high-profile initial public offerings (IPO), or the rising adoption of crypto, investors have witnessed peaks and valleys in growth stocks since the outset of the pandemic.</p><p>Data analytics provider <b>Palantir Technologies</b> often finds its name in the headlines because both the public and private sectors are increasingly using the company's robust software platform. However, over the last 12 months, the company's stock has cratered by 45%. But as investor enthusiasm has waned, Wall Street has identified some catalysts that could serve as long-term growth drivers for the stock.</p><h2>What is Wall Street saying?</h2><p>Over the last month, Wall Street banks <b>Piper Sandler</b> and Monness, Crespi, Hardt & Company have initiated coverage of Palantir stock and assigned a buy or buy-equivalent rating. Piper Sandler's current price target is $15 per share, while Monness, Crespi, Hardt & Company arrived at $20 per share, which implies a 67% upside from where the stock trades today.</p><p>Alongside Palantir's 2021 earnings results, management issued guidance with expectations of at least 30% revenue growth year over year through 2025. Both banks believe that this target is achievable, given Palantir's most recent operating results, and highlighted increased sales and marketing hiring, as well as continued geographic penetration, as top tailwinds that could propel the company forward.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F674957%2Fgettyimages-1294781573.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Are these points valid?</h2><p>In 2021, Palantir generated $1.5 billion in revenue, up 41% year over year. What's most impressive about this growth is the company's penetration of both the public and private sectors. In its early days, Palantir primarily focused on selling software products to the U.S. Government. However, its 2021 results showcased how the company is beginning to gain traction in the commercial atmosphere. Given Palantir's ability to expand beyond its core end market of government agencies and win large deals in the private sector, Wall Street believes that Palantir should be able to reach its future revenue commitment of at least 30%.</p><p>In 2021, Palantir grew revenue in its commercial segment by 34% year over year. Moreover, commercial-sector customers <i>tripled </i>in 2021 to 147 total clients.</p><p>Perhaps the most encouraging indicator of Palantir's capabilities is its net dollar retention, which measures how much a company's recurring revenue has increased or decreased over some time by accounting for expansions, as well as churn. Net dollar retention was 113% in the commercial sector, while Palantir's government business reported 146%. The impressive net dollar retention has contributed nicely to Palantir's profitability profile. For the year ended Dec. 31, 2021, Palantir's operating cash flow was $334 million. To reach its long-term revenue goal, Palantir has stated its intent to aggressively invest in sales efforts.</p><p>For reference, the company began 2021 with only 12 members of its U.S. commercial sales force. But by year's end, Palantir had grown this to a team of 80. Throughout the year, it signed several impressive customers in the commercial realm such as <b>The Merck Group</b> and Korean shipbuilder <b>Hyundai Heavy Industries</b>. To nurture these customers and augment growth in other areas around the globe, Palantir will parallel its U.S. commercial-sector hiring strategy and target additional sales representatives throughout western Europe in countries like France, Germany, and Italy, as well as in South Korea and the Middle East.</p><p>Another key focus that made Wall Street perk up is Palantir's ongoing investment in digital transformation. Although areas such as customer relationship management (CRM) or financial reporting analytics have their own specific tools, Palantir differentiates itself because its platforms mesh together software, artificial intelligence, and data analytics into one cohesive solution. As data becomes more integral for decision-makers inside corporations, Palantir could benefit from its all-in-one platform.</p><h2>Keep an eye on valuation</h2><p>Palantir stock is down over 30% since early January and over 40% during the last 12 months. Currently, the company is trading at 15 times its trailing-12-month sales. By comparison, Palantir was trading at 21 times trailing-12-month sales around the same time in 2021.</p><p>Despite Palantir's sell-off, Wall Street has highlighted several interesting growth drivers for the company. Moreover, the catalysts identified are meant to serve long-term growth rather than short-term momentum. The company is trading at a significant discount compared to its prior highs and has created a roadmap to generate and sustain long-term growth. As a result, now might be the optimal time to take a look at Palantir for your own portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Thinks Palantir Is Poised for a Comeback. Here's Why</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\">\nWall Street Thinks Palantir Is Poised for a Comeback. Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 10:36 GMT+8 <a href=https://www.fool.com/investing/2022/04/22/wall-street-thinks-palantir-is-poised-for-a-comeba/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks have experienced pronounced market volatility over the last two years. Whether it was a fleeting interest in the metaverse, high-profile initial public offerings (IPO), or the rising...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/wall-street-thinks-palantir-is-poised-for-a-comeba/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/04/22/wall-street-thinks-palantir-is-poised-for-a-comeba/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229815110","content_text":"Technology stocks have experienced pronounced market volatility over the last two years. Whether it was a fleeting interest in the metaverse, high-profile initial public offerings (IPO), or the rising adoption of crypto, investors have witnessed peaks and valleys in growth stocks since the outset of the pandemic.Data analytics provider Palantir Technologies often finds its name in the headlines because both the public and private sectors are increasingly using the company's robust software platform. However, over the last 12 months, the company's stock has cratered by 45%. But as investor enthusiasm has waned, Wall Street has identified some catalysts that could serve as long-term growth drivers for the stock.What is Wall Street saying?Over the last month, Wall Street banks Piper Sandler and Monness, Crespi, Hardt & Company have initiated coverage of Palantir stock and assigned a buy or buy-equivalent rating. Piper Sandler's current price target is $15 per share, while Monness, Crespi, Hardt & Company arrived at $20 per share, which implies a 67% upside from where the stock trades today.Alongside Palantir's 2021 earnings results, management issued guidance with expectations of at least 30% revenue growth year over year through 2025. Both banks believe that this target is achievable, given Palantir's most recent operating results, and highlighted increased sales and marketing hiring, as well as continued geographic penetration, as top tailwinds that could propel the company forward.Image source: Getty Images.Are these points valid?In 2021, Palantir generated $1.5 billion in revenue, up 41% year over year. What's most impressive about this growth is the company's penetration of both the public and private sectors. In its early days, Palantir primarily focused on selling software products to the U.S. Government. However, its 2021 results showcased how the company is beginning to gain traction in the commercial atmosphere. Given Palantir's ability to expand beyond its core end market of government agencies and win large deals in the private sector, Wall Street believes that Palantir should be able to reach its future revenue commitment of at least 30%.In 2021, Palantir grew revenue in its commercial segment by 34% year over year. Moreover, commercial-sector customers tripled in 2021 to 147 total clients.Perhaps the most encouraging indicator of Palantir's capabilities is its net dollar retention, which measures how much a company's recurring revenue has increased or decreased over some time by accounting for expansions, as well as churn. Net dollar retention was 113% in the commercial sector, while Palantir's government business reported 146%. The impressive net dollar retention has contributed nicely to Palantir's profitability profile. For the year ended Dec. 31, 2021, Palantir's operating cash flow was $334 million. To reach its long-term revenue goal, Palantir has stated its intent to aggressively invest in sales efforts.For reference, the company began 2021 with only 12 members of its U.S. commercial sales force. But by year's end, Palantir had grown this to a team of 80. Throughout the year, it signed several impressive customers in the commercial realm such as The Merck Group and Korean shipbuilder Hyundai Heavy Industries. To nurture these customers and augment growth in other areas around the globe, Palantir will parallel its U.S. commercial-sector hiring strategy and target additional sales representatives throughout western Europe in countries like France, Germany, and Italy, as well as in South Korea and the Middle East.Another key focus that made Wall Street perk up is Palantir's ongoing investment in digital transformation. Although areas such as customer relationship management (CRM) or financial reporting analytics have their own specific tools, Palantir differentiates itself because its platforms mesh together software, artificial intelligence, and data analytics into one cohesive solution. As data becomes more integral for decision-makers inside corporations, Palantir could benefit from its all-in-one platform.Keep an eye on valuationPalantir stock is down over 30% since early January and over 40% during the last 12 months. Currently, the company is trading at 15 times its trailing-12-month sales. By comparison, Palantir was trading at 21 times trailing-12-month sales around the same time in 2021.Despite Palantir's sell-off, Wall Street has highlighted several interesting growth drivers for the company. Moreover, the catalysts identified are meant to serve long-term growth rather than short-term momentum. The company is trading at a significant discount compared to its prior highs and has created a roadmap to generate and sustain long-term growth. As a result, now might be the optimal time to take a look at Palantir for your own portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048064185,"gmtCreate":1656119987447,"gmtModify":1676535770951,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Cash is king now. I think market still very soft and I will on hold and monitor before enter themarket. ","listText":"Cash is king now. I think market still very soft and I will on hold and monitor before enter themarket. ","text":"Cash is king now. I think market still very soft and I will on hold and monitor before enter themarket.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048064185","repostId":"1122272925","repostType":4,"repost":{"id":"1122272925","kind":"news","pubTimestamp":1656083875,"share":"https://ttm.financial/m/news/1122272925?lang=&edition=fundamental","pubTime":"2022-06-24 23:17","market":"us","language":"en","title":"Is Nvidia Stock a Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1122272925","media":"Motley Fool","summary":"Nvidia could face some upcoming bumps in the road.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>A recession might hurt the semiconductor industry.</li><li>But Nvidia is a market leader with significant long-term growth opportunities.</li><li>Buying the stock during a time of weakness could position long-term investors for solid gains.</li></ul><p>Semiconductor company <b>Nvidia</b> has had a rough year, falling more than 50% from its high as volatility continues to shake Wall Street.</p><p>Worries over a potential recession could further pressure shares; semiconductors have traditionally been an industry of booms and busts.</p><p>It might <i>feel</i> wrong, but here's why leaning into the uncertainty rather than avoiding it could prove lucrative for Nvidia investors in the long run.</p><p><b>Short-term industry challenges?</b></p><p>Nvidia is the market leader in discrete graphics processing units (GPUs), which are used heavily in specific applications like gaming, cryptocurrency mining, artificial intelligence (AI), and others where high computing power is needed.</p><p>There's increasing talk about a potential recession, which could mean less consumer spending and less demand for semiconductors. There's already an ongoing bear market in cryptocurrency, which could discourage people from investing in the GPUs and other resources needed for mining.</p><p>Nvidia guided for solid fiscal 2023 second-quarter performance, calling for $8.1 billion in revenue, a 24% year-over-year increase. The fiscal 2023 first quarter ended May 1, so the second quarter will cover May through July; investors will want to pay close attention to management's guidance for the next quarter. It could provide a good look at how management expects the business to perform in the fall if the economy does slow down in the coming months.</p><p><b>Long-term opportunities remain intact</b></p><p>It's possible that a recession does come, and Nvidia's growth will slow. But this is where having a long-term time horizon can be an investor's superpower. You don't need to worry about the short-term ups and downs of the industry; you can focus on the big picture.</p><p>The long-term need for semiconductors figures to rise dramatically over time. Research firm McKinsey estimates that the global market for semiconductors could grow from $600 billion to $1 trillion by 2030.</p><p>AI could play a big part in this demand. Emerging technologies like autonomous vehicles, digital-world creation, and edge computing require computing power on site and in data centers to support the immense loads of information generated.</p><p>Nvidia's data center business ended fiscal 2022 on a $13 billion revenue pace, up from just $5 billion two years prior. The company was the world's market leader in discrete GPUs (meaning dedicated GPUs instead of ones being built into the computer processor) at 83% in 2021.</p><p>Nvidia could capture much of this industry growth and has built an extensive ecosystem to protect its market share. It's developed a full stack for AI, providing the GPU hardware, software, and developer tools for a turnkey system to create AI technologies on top of Nvidia's products.</p><p>What does all of this mean? The semiconductor market might hit the occasional bump, but Nvidia is still poised to grow over the years ahead. Semiconductors are the building blocks of technology, and the world will only need more as time goes on.</p><p><b>Buying into the pain</b></p><p>Understandably, people typically hate buying when stocks go down; it can feel painful and only worsen if the stock keeps falling after you buy. Nobody knows what a stock will do tomorrow.</p><p>But isn't a falling share price good if you're optimistic about the company's long-term direction? It's like getting something on sale; you should embrace the market's discount.</p><p>Below, you can see Nvidia's price-to-earnings ratio (P/E), which shows you how much you're paying for a piece of Nvidia's profits. People were happy to pay more than $300 for the stock, despite getting a poor value on their investment. The stock traded at a P/E of about 105 at its peak! The <b>S&P 500</b> historically trades at a P/E of about 15, so Nvidia is very expensive compared to the broader market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a436447e15c410a57b2cd82f5853bef\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>NVDA DATA BY YCHARTS.</span></p><p>But now, the stock's valuation has fallen dramatically to a P/E of 42, its lowest since late 2019. Analysts expect Nvidia to grow earnings per share (EPS) by an average of 16% annually over the next three to five years, a slowdown from the 43% rate it averaged over the previous five years.</p><p>It's hard to call Nvidia a <i>bargain</i> with that in mind, but as the market leader in discrete GPUs, growth could accelerate during the next market cycle for semiconductors. Buying cyclical companies during moments of weakness can be a great way to position your portfolio for long-term rewards.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nvidia Stock a Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nvidia Stock a Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 23:17 GMT+8 <a href=https://www.fool.com/investing/2022/06/22/is-nvidia-stock-a-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSA recession might hurt the semiconductor industry.But Nvidia is a market leader with significant long-term growth opportunities.Buying the stock during a time of weakness could position long...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/22/is-nvidia-stock-a-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/06/22/is-nvidia-stock-a-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122272925","content_text":"KEY POINTSA recession might hurt the semiconductor industry.But Nvidia is a market leader with significant long-term growth opportunities.Buying the stock during a time of weakness could position long-term investors for solid gains.Semiconductor company Nvidia has had a rough year, falling more than 50% from its high as volatility continues to shake Wall Street.Worries over a potential recession could further pressure shares; semiconductors have traditionally been an industry of booms and busts.It might feel wrong, but here's why leaning into the uncertainty rather than avoiding it could prove lucrative for Nvidia investors in the long run.Short-term industry challenges?Nvidia is the market leader in discrete graphics processing units (GPUs), which are used heavily in specific applications like gaming, cryptocurrency mining, artificial intelligence (AI), and others where high computing power is needed.There's increasing talk about a potential recession, which could mean less consumer spending and less demand for semiconductors. There's already an ongoing bear market in cryptocurrency, which could discourage people from investing in the GPUs and other resources needed for mining.Nvidia guided for solid fiscal 2023 second-quarter performance, calling for $8.1 billion in revenue, a 24% year-over-year increase. The fiscal 2023 first quarter ended May 1, so the second quarter will cover May through July; investors will want to pay close attention to management's guidance for the next quarter. It could provide a good look at how management expects the business to perform in the fall if the economy does slow down in the coming months.Long-term opportunities remain intactIt's possible that a recession does come, and Nvidia's growth will slow. But this is where having a long-term time horizon can be an investor's superpower. You don't need to worry about the short-term ups and downs of the industry; you can focus on the big picture.The long-term need for semiconductors figures to rise dramatically over time. Research firm McKinsey estimates that the global market for semiconductors could grow from $600 billion to $1 trillion by 2030.AI could play a big part in this demand. Emerging technologies like autonomous vehicles, digital-world creation, and edge computing require computing power on site and in data centers to support the immense loads of information generated.Nvidia's data center business ended fiscal 2022 on a $13 billion revenue pace, up from just $5 billion two years prior. The company was the world's market leader in discrete GPUs (meaning dedicated GPUs instead of ones being built into the computer processor) at 83% in 2021.Nvidia could capture much of this industry growth and has built an extensive ecosystem to protect its market share. It's developed a full stack for AI, providing the GPU hardware, software, and developer tools for a turnkey system to create AI technologies on top of Nvidia's products.What does all of this mean? The semiconductor market might hit the occasional bump, but Nvidia is still poised to grow over the years ahead. Semiconductors are the building blocks of technology, and the world will only need more as time goes on.Buying into the painUnderstandably, people typically hate buying when stocks go down; it can feel painful and only worsen if the stock keeps falling after you buy. Nobody knows what a stock will do tomorrow.But isn't a falling share price good if you're optimistic about the company's long-term direction? It's like getting something on sale; you should embrace the market's discount.Below, you can see Nvidia's price-to-earnings ratio (P/E), which shows you how much you're paying for a piece of Nvidia's profits. People were happy to pay more than $300 for the stock, despite getting a poor value on their investment. The stock traded at a P/E of about 105 at its peak! The S&P 500 historically trades at a P/E of about 15, so Nvidia is very expensive compared to the broader market.NVDA DATA BY YCHARTS.But now, the stock's valuation has fallen dramatically to a P/E of 42, its lowest since late 2019. Analysts expect Nvidia to grow earnings per share (EPS) by an average of 16% annually over the next three to five years, a slowdown from the 43% rate it averaged over the previous five years.It's hard to call Nvidia a bargain with that in mind, but as the market leader in discrete GPUs, growth could accelerate during the next market cycle for semiconductors. Buying cyclical companies during moments of weakness can be a great way to position your portfolio for long-term rewards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053808911,"gmtCreate":1654508727733,"gmtModify":1676535459524,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"All potential growth stock which need to keep for long term investment. ","listText":"All potential growth stock which need to keep for long term investment. ","text":"All potential growth stock which need to keep for long term investment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053808911","repostId":"2241710171","repostType":4,"repost":{"id":"2241710171","kind":"highlight","pubTimestamp":1654506530,"share":"https://ttm.financial/m/news/2241710171?lang=&edition=fundamental","pubTime":"2022-06-06 17:08","market":"us","language":"en","title":"5 Growth Stocks That Can Build Generational Wealth by 2040","url":"https://stock-news.laohu8.com/highlight/detail?id=2241710171","media":"Motley Fool","summary":"These innovative growth stocks have the potential to lead investors to financial independence in less than two decades.","content":"<html><head></head><body><p>Regardless of whether you've been putting your money to work on Wall Street for decades or began investing within the past couple of years, it's been a trying year.</p><p>Since the green flag waved on 2022, the widely followed <b>Dow Jones Industrial Average</b> and broad-based <b>S&P 500</b> dipped into correction territory with respective declines of more than 10%. It's been an even wilder ride for the growth stock-driven <b>Nasdaq Composite</b>, which endured a peak-to-trough decline of 31% since hitting a record-closing high in November. This squarely places the Nasdaq in a bear market.</p><p>Although bear market drops can be scary and cause investors to question their resolve, they're also, historically, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best times to put your money to work. Data shows that most stock market corrections resolve quickly, with bull markets lasting disproportionately longer than bear markets.</p><p>If your goal is to build generational wealth, right now is the perfect time to go shopping for innovative growth stocks that can, over time, put you on a path to financial freedom. What follows are five growth stocks fully capable of building generational wealth by 2040.</p><h2><a href=\"https://laohu8.com/S/NIO\">Nio</a></h2><p>The first rapidly growing company with the tools needed to compound an initial investment many times over by 2040 is China-based electric vehicle (EV) manufacturer <b>Nio</b> (NIO -4.08%). Despite facing a number of near-term supply chain headwinds tied to China-based COVID lockdowns and semiconductor chip shortages, Nio has demonstrated that it can lead with its innovation.</p><p>Before provincial lockdowns impacting the company's supply chain, Nio had boosted production from fewer than 4,000 EVs in a quarter to north of 25,000 EVs in under two years. What's more, it's producing an array of premium EVs that are designed to take on the industry's "big boys," like <b>Tesla</b>. The recently launched ET7 and upcoming ET5 sedans can, with the top battery upgrade, go 621 miles on a full charge. That handily beats Tesla's flagship sedans, the Model 3 and Model S.</p><p>Aside from operating in the largest auto market in the world, Nio should also benefit from its innovative battery-as-a-service (BaaS) subscription, which was unveiled in August 2020. Subscribers to BaaS can charge, swap, and upgrade their batteries, as well as receive a discount on the initial purchase price of their Nio EV. In return, Nio nets a monthly, high-margin subscription fee and, more importantly, locks in the loyalty of its early buyers. The BaaS program could allow Nio to become one of China's premier auto makers by the end of the decade.</p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/LOVE\">Lovesac</a></h2><p>Another growth stock with the potential to create generational wealth in under two decades is furniture stock <b>Lovesac</b> (LOVE). Contending with historically high inflation in the short term shouldn't scare long-term investors away from this disruptor.</p><p>What makes Lovesac so special is the company's furniture. Whereas most furniture stores buy from the same small group of wholesalers, Lovesac's bread-and-butter is its "sactional" -- a modular sectional couch that can be rearranged dozens of ways to fit any living space. Sactionals are highly customizable, with over 200 cover choices and a handful of upgrade options, including built-in surround-sound speakers and wireless charging stations. Perhaps best of all, the yarn used in the covers of sactionals is made entirely from recycled plastic water bottles, which makes Lovesac's furniture ecofriendly.</p><p>The company's other competitive advantage is its omnichannel sales platform. Though it does have 146 retail stores in 39 states, what's impressive about Lovesac is its ability to pivot to online sales, or rely on pop-up showrooms and partnerships to reduce its overhead expenses. Having so many sales channels at its disposal should support superior growth and margins.</p><p><img src=\"https://static.tigerbbs.com/bbafad9e87b7b7dacfefe92d4741b655\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a></h2><p>A third fast-paced stock with the innovative capacity to build generational wealth is artificial intelligence-driven data-mining company <b>Palantir Technologies</b> (PLTR). Even with short-term concerns about a U.S. recession potentially slowing new contract awards, Palantir appears well-positioned to thrive for a long time to come.</p><p>The interesting thing about Palantir is there's no other company that can provide the services it does at scale. Its Gotham platform helps the U.S. government plan missions, and assists other government agencies around the world with data-mining activities. Meanwhile, Palantir's Foundry platform caters to enterprise customers and helps them utilize and better understand their data to streamline their operations.</p><p>Historically, Gotham has been Palantir's driving force. Large contract wins have helped the company sustain a 30% (or higher) annual growth rate. However, Gotham is limited in its reach. This is to say that Palantir simply won't work with certain government entities because of national security concerns. By comparison, Foundry is just getting its feet wet in the corporate world, and has an exceptionally long growth runway. Signing up enterprise customers for five-year contracts is Palantir's ticket to delivering transformational wealth to its shareholders.</p><p><img src=\"https://static.tigerbbs.com/a023694ce4b4e40463c6f0f2f29037f0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/PUBM\">PubMatic</a></h2><p>Cloud-based programmatic adtech stock <b>PubMatic</b> (PUBM) is also capable of producing generational wealth by 2040. Even though ad-based companies are taking it on the chin at the moment with recession fears growing, all signs point to PubMatic as being positioned perfectly to benefit from the digital ad revolution.</p><p>PubMatic is what's known as a sell-side provider. This is a fancy way of saying it helps publishing companies sell their digital display space. The company's machine-learning algorithms aim to not only net as much as possible for publishers, but also put relevant content in front of users. Doing so keeps advertisers happy and helps boost the ad-pricing power for publishers over time. Perhaps this is why PubMatic's organic growth rate has more than doubled up the industry's average annual growth rate over the past two years.</p><p>Something else to take note of is that PubMatic designed and built its own cloud infrastructure. Not having to rely on a third party comes with its perks. As revenue increases and the company scales, it's liable to generate juicier operating margins than its peers.</p><p><img src=\"https://static.tigerbbs.com/16ca48e46c5ed915bdfaeb115d44e553\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/SE\">Sea Limited</a></h2><p>A fifth and final growth stock that can help patient investors build transformational wealth by 2040 is Singapore-based conglomerate <b>Sea Limited</b> (SE). Despite losing money (for now), Sea has three rapidly growing operating segments that could dramatically increase its valuation over the long run.</p><p>The only segment generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA) at the moment is Garena, Sea's gaming division. Thanks to mobile game <i>Free Fire</i>, Sea has enjoyed an above-industry-average pay-to-play conversion rate of 10% on its quarterly active users (as of the first quarter of 2022).</p><p>There's also SeaMoney, the company's digital financial services segment. Since Sea operates in a number of emerging markets where access to basic banking services is limited, providing digital wallet services could prove quite fruitful to consumers, and the company's bottom line.</p><p>The third fast-growing segment is e-commerce platform Shopee. After seeing $10 billion in gross merchandise value (GMV) traverse its online sales platform in all of 2018, Sea's $17.4 billion in GMV in the first quarter alone implies a nearly $70 billion annual GMV run-rate. With online sales still in their infancy throughout Southeastern Asia, Sea's retail sales growth potential is off the charts.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Growth Stocks That Can Build Generational Wealth by 2040</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\">\n5 Growth Stocks That Can Build Generational Wealth by 2040\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-06 17:08 GMT+8 <a href=https://www.fool.com/investing/2022/06/05/5-growth-stocks-build-generational-wealth-by-2040/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Regardless of whether you've been putting your money to work on Wall Street for decades or began investing within the past couple of years, it's been a trying year.Since the green flag waved on 2022, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/05/5-growth-stocks-build-generational-wealth-by-2040/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LOVE":"Lovesac Co.","SE":"Sea Ltd","NIO":"蔚来","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/06/05/5-growth-stocks-build-generational-wealth-by-2040/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241710171","content_text":"Regardless of whether you've been putting your money to work on Wall Street for decades or began investing within the past couple of years, it's been a trying year.Since the green flag waved on 2022, the widely followed Dow Jones Industrial Average and broad-based S&P 500 dipped into correction territory with respective declines of more than 10%. It's been an even wilder ride for the growth stock-driven Nasdaq Composite, which endured a peak-to-trough decline of 31% since hitting a record-closing high in November. This squarely places the Nasdaq in a bear market.Although bear market drops can be scary and cause investors to question their resolve, they're also, historically, one of the best times to put your money to work. Data shows that most stock market corrections resolve quickly, with bull markets lasting disproportionately longer than bear markets.If your goal is to build generational wealth, right now is the perfect time to go shopping for innovative growth stocks that can, over time, put you on a path to financial freedom. What follows are five growth stocks fully capable of building generational wealth by 2040.NioThe first rapidly growing company with the tools needed to compound an initial investment many times over by 2040 is China-based electric vehicle (EV) manufacturer Nio (NIO -4.08%). Despite facing a number of near-term supply chain headwinds tied to China-based COVID lockdowns and semiconductor chip shortages, Nio has demonstrated that it can lead with its innovation.Before provincial lockdowns impacting the company's supply chain, Nio had boosted production from fewer than 4,000 EVs in a quarter to north of 25,000 EVs in under two years. What's more, it's producing an array of premium EVs that are designed to take on the industry's \"big boys,\" like Tesla. The recently launched ET7 and upcoming ET5 sedans can, with the top battery upgrade, go 621 miles on a full charge. That handily beats Tesla's flagship sedans, the Model 3 and Model S.Aside from operating in the largest auto market in the world, Nio should also benefit from its innovative battery-as-a-service (BaaS) subscription, which was unveiled in August 2020. Subscribers to BaaS can charge, swap, and upgrade their batteries, as well as receive a discount on the initial purchase price of their Nio EV. In return, Nio nets a monthly, high-margin subscription fee and, more importantly, locks in the loyalty of its early buyers. The BaaS program could allow Nio to become one of China's premier auto makers by the end of the decade.Image source: Getty Images.LovesacAnother growth stock with the potential to create generational wealth in under two decades is furniture stock Lovesac (LOVE). Contending with historically high inflation in the short term shouldn't scare long-term investors away from this disruptor.What makes Lovesac so special is the company's furniture. Whereas most furniture stores buy from the same small group of wholesalers, Lovesac's bread-and-butter is its \"sactional\" -- a modular sectional couch that can be rearranged dozens of ways to fit any living space. Sactionals are highly customizable, with over 200 cover choices and a handful of upgrade options, including built-in surround-sound speakers and wireless charging stations. Perhaps best of all, the yarn used in the covers of sactionals is made entirely from recycled plastic water bottles, which makes Lovesac's furniture ecofriendly.The company's other competitive advantage is its omnichannel sales platform. Though it does have 146 retail stores in 39 states, what's impressive about Lovesac is its ability to pivot to online sales, or rely on pop-up showrooms and partnerships to reduce its overhead expenses. Having so many sales channels at its disposal should support superior growth and margins.Image source: Getty Images.Palantir TechnologiesA third fast-paced stock with the innovative capacity to build generational wealth is artificial intelligence-driven data-mining company Palantir Technologies (PLTR). Even with short-term concerns about a U.S. recession potentially slowing new contract awards, Palantir appears well-positioned to thrive for a long time to come.The interesting thing about Palantir is there's no other company that can provide the services it does at scale. Its Gotham platform helps the U.S. government plan missions, and assists other government agencies around the world with data-mining activities. Meanwhile, Palantir's Foundry platform caters to enterprise customers and helps them utilize and better understand their data to streamline their operations.Historically, Gotham has been Palantir's driving force. Large contract wins have helped the company sustain a 30% (or higher) annual growth rate. However, Gotham is limited in its reach. This is to say that Palantir simply won't work with certain government entities because of national security concerns. By comparison, Foundry is just getting its feet wet in the corporate world, and has an exceptionally long growth runway. Signing up enterprise customers for five-year contracts is Palantir's ticket to delivering transformational wealth to its shareholders.Image source: Getty Images.PubMaticCloud-based programmatic adtech stock PubMatic (PUBM) is also capable of producing generational wealth by 2040. Even though ad-based companies are taking it on the chin at the moment with recession fears growing, all signs point to PubMatic as being positioned perfectly to benefit from the digital ad revolution.PubMatic is what's known as a sell-side provider. This is a fancy way of saying it helps publishing companies sell their digital display space. The company's machine-learning algorithms aim to not only net as much as possible for publishers, but also put relevant content in front of users. Doing so keeps advertisers happy and helps boost the ad-pricing power for publishers over time. Perhaps this is why PubMatic's organic growth rate has more than doubled up the industry's average annual growth rate over the past two years.Something else to take note of is that PubMatic designed and built its own cloud infrastructure. Not having to rely on a third party comes with its perks. As revenue increases and the company scales, it's liable to generate juicier operating margins than its peers.Image source: Getty Images.Sea LimitedA fifth and final growth stock that can help patient investors build transformational wealth by 2040 is Singapore-based conglomerate Sea Limited (SE). Despite losing money (for now), Sea has three rapidly growing operating segments that could dramatically increase its valuation over the long run.The only segment generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA) at the moment is Garena, Sea's gaming division. Thanks to mobile game Free Fire, Sea has enjoyed an above-industry-average pay-to-play conversion rate of 10% on its quarterly active users (as of the first quarter of 2022).There's also SeaMoney, the company's digital financial services segment. Since Sea operates in a number of emerging markets where access to basic banking services is limited, providing digital wallet services could prove quite fruitful to consumers, and the company's bottom line.The third fast-growing segment is e-commerce platform Shopee. After seeing $10 billion in gross merchandise value (GMV) traverse its online sales platform in all of 2018, Sea's $17.4 billion in GMV in the first quarter alone implies a nearly $70 billion annual GMV run-rate. With online sales still in their infancy throughout Southeastern Asia, Sea's retail sales growth potential is off the charts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024527796,"gmtCreate":1653889835615,"gmtModify":1676535358613,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"Airbnb hope can perform well after COVID lifted as more peoples can travel. ","listText":"Airbnb hope can perform well after COVID lifted as more peoples can travel. ","text":"Airbnb hope can perform well after COVID lifted as more peoples can travel.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024527796","repostId":"2238959566","repostType":4,"repost":{"id":"2238959566","kind":"highlight","pubTimestamp":1653881880,"share":"https://ttm.financial/m/news/2238959566?lang=&edition=fundamental","pubTime":"2022-05-30 11:38","market":"us","language":"en","title":"The Best Stocks to Invest $1,000 in Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2238959566","media":"Motley Fool","summary":"Airbnb and Tesla both have fantastic potential for long-term investors.","content":"<html><head></head><body><p>Putting $1,000 into the stock market right now may seem like risky business. With inflation still stubbornly high and the Federal Reserve poised to continue raising rates, investors have shunned stocks in nearly every sector.</p><p>But here's the thing: While it feels like the market will never rebound, history tells us that it certainly will. And when it does, you'll be glad you were holding shares of great companies.</p><p>That's why you should consider putting some money toward <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a>. Because when the market eventually finds its footing, these two companies could end up being fantastic stocks to own for long-term investors.</p><h2><b>1. </b><a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></h2><p>Airbnb's unique booking platform for short-term and long-term stays hasn't been a great market performer since it went public last year, but even as a shareholder, I'm not worried. That's because the company is consistently growing in several key areas.</p><p>First, consider that the company's nights and experiences bookings surpassed pre-pandemic levels in the most recent quarter, reaching 102 million. Not only is that proof of a travel rebound, but it also marks the first time that Airbnb surpassed 100 million nights and experiences booked in a quarter.</p><p>Second, revenue is growing at a rapid pace. Sales reached $1.5 billion in the first quarter, an impressive 80% increase from the first quarter of 2019. That revenue growth further proves that when coronavirus restrictions were removed across the globe and vaccines became widely available. Travelers were quick to use Airbnb to book trips.</p><p>And finally, while Airbnb isn't profitable right now, the company's bottom line is improving. Before the pandemic, the company's net loss in the first quarter was $292 million, but two years later, Airbnb lost just $19 million.</p><p>With the company proving that it has already rebounded from the Covid-induced travel slump, investors may want to give this beaten-down stock strong consideration for their portfolio.</p><h2><b>2.</b> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h2><p>Tesla is just coming off a fantastic quarter where the company reported strong sales and vehicle deliveries, despite factory shutdowns, rising inflation, and material shortages.</p><p>Tesla's first-quarter vehicle production spiked 69% from the year-ago quarter to 305,407 vehicles, and vehicle deliveries increased 68% to 310,048.</p><p>That growth is already impressive on its own, but it looks even better when you consider that Tesla had to manage a factory shutdown in Shanghai because of China's strict zero-Covid policies. Tesla was able to help offset the factory hiccups because it brought its Berlin factory online in March and opened its Texas factory in April.</p><p>Tesla's strong vehicle deliveries in the quarter translated into a staggering 87% increase in automotive revenue in the quarter to $16.9 billion. Part of the jump came from higher selling prices for its vehicles, which shows that even with price increases, the company's vehicles are still in high demand.</p><p>And finally, Tesla's operating margin was an impressive 19.2% in the first quarter, up from just 5.7% in the year-ago quarter and higher than the 14.7% operating margin in the fourth quarter.</p><p>For investors trying to find a company that successfully taps into the growing EV market, Tesla's latest quarter proves that the company knows how to manage production, increase sales, and boost operating margins all at the same time. That's far more than most EV makers can claim right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Best Stocks to Invest $1,000 in Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Best Stocks to Invest $1,000 in Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 11:38 GMT+8 <a href=https://www.fool.com/investing/2022/05/28/the-best-stocks-to-invest-1000-in-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Putting $1,000 into the stock market right now may seem like risky business. With inflation still stubbornly high and the Federal Reserve poised to continue raising rates, investors have shunned ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/28/the-best-stocks-to-invest-1000-in-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","ABNB":"爱彼迎"},"source_url":"https://www.fool.com/investing/2022/05/28/the-best-stocks-to-invest-1000-in-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238959566","content_text":"Putting $1,000 into the stock market right now may seem like risky business. With inflation still stubbornly high and the Federal Reserve poised to continue raising rates, investors have shunned stocks in nearly every sector.But here's the thing: While it feels like the market will never rebound, history tells us that it certainly will. And when it does, you'll be glad you were holding shares of great companies.That's why you should consider putting some money toward Tesla and Airbnb. Because when the market eventually finds its footing, these two companies could end up being fantastic stocks to own for long-term investors.1. AirbnbAirbnb's unique booking platform for short-term and long-term stays hasn't been a great market performer since it went public last year, but even as a shareholder, I'm not worried. That's because the company is consistently growing in several key areas.First, consider that the company's nights and experiences bookings surpassed pre-pandemic levels in the most recent quarter, reaching 102 million. Not only is that proof of a travel rebound, but it also marks the first time that Airbnb surpassed 100 million nights and experiences booked in a quarter.Second, revenue is growing at a rapid pace. Sales reached $1.5 billion in the first quarter, an impressive 80% increase from the first quarter of 2019. That revenue growth further proves that when coronavirus restrictions were removed across the globe and vaccines became widely available. Travelers were quick to use Airbnb to book trips.And finally, while Airbnb isn't profitable right now, the company's bottom line is improving. Before the pandemic, the company's net loss in the first quarter was $292 million, but two years later, Airbnb lost just $19 million.With the company proving that it has already rebounded from the Covid-induced travel slump, investors may want to give this beaten-down stock strong consideration for their portfolio.2. TeslaTesla is just coming off a fantastic quarter where the company reported strong sales and vehicle deliveries, despite factory shutdowns, rising inflation, and material shortages.Tesla's first-quarter vehicle production spiked 69% from the year-ago quarter to 305,407 vehicles, and vehicle deliveries increased 68% to 310,048.That growth is already impressive on its own, but it looks even better when you consider that Tesla had to manage a factory shutdown in Shanghai because of China's strict zero-Covid policies. Tesla was able to help offset the factory hiccups because it brought its Berlin factory online in March and opened its Texas factory in April.Tesla's strong vehicle deliveries in the quarter translated into a staggering 87% increase in automotive revenue in the quarter to $16.9 billion. Part of the jump came from higher selling prices for its vehicles, which shows that even with price increases, the company's vehicles are still in high demand.And finally, Tesla's operating margin was an impressive 19.2% in the first quarter, up from just 5.7% in the year-ago quarter and higher than the 14.7% operating margin in the fourth quarter.For investors trying to find a company that successfully taps into the growing EV market, Tesla's latest quarter proves that the company knows how to manage production, increase sales, and boost operating margins all at the same time. That's far more than most EV makers can claim right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022406255,"gmtCreate":1653562182477,"gmtModify":1676535304201,"author":{"id":"3586679885462932","authorId":"3586679885462932","name":"Alice13688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586679885462932","authorIdStr":"3586679885462932"},"themes":[],"htmlText":"I think it is a solid company and potentially growth stock for long term. ","listText":"I think it is a solid company and potentially growth stock for long term. ","text":"I think it is a solid company and potentially growth stock for long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022406255","repostId":"2238318565","repostType":4,"repost":{"id":"2238318565","kind":"highlight","pubTimestamp":1653550825,"share":"https://ttm.financial/m/news/2238318565?lang=&edition=fundamental","pubTime":"2022-05-26 15:40","market":"us","language":"en","title":"3 Things About Apple That Smart Investors Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2238318565","media":"Motley Fool","summary":"There's a lot more to the tech giant than its annual iPhone shipments.","content":"<html><head></head><body><p>If you've been following <b>Apple</b> from an investment perspective -- and even if you haven't -- you probably already know that most of its revenue comes from sales of the iPhone. That's why analysts who cover the tech giant are always speculating about how many iPhones it will be able to ship in a given year.</p><p>In addition, of course, Apple also sells iPads, Macs, Apple Watches, AirPods, Apple TVs, and HomePods, among other devices. However, analyzing Apple's hardware sales only provides a superficial understanding of its sprawling business. To dive deeper, let's review three other facts about Apple that only the smartest investors will likely know.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc0db7aae99872ee508b75351882fff1\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Apple.</span></p><h2>1. Apple operates a prisoner-taking ecosystem</h2><p>Apple's services segment, which generated 18% of its revenue in the first half of its fiscal 2022, is arguably more important than any of its hardware businesses. This segment includes iCloud, Apple Pay, the App Store, and subscription-based digital media services like Apple Music, Apple TV+, Apple Arcade, and Apple Fitness+. It also covers its Apple Care services.</p><p>These are the building blocks of a prisoner-taking ecosystem that essentially locks in Apple's customers and reinforces their loyalty to iOS devices. Unlike <b>Alphabet</b>'s Android OS, which lets its users easily switch between different brands of Android devices without losing their data, Apple's proprietary operating system and services steer its customers along a single upgrade path toward other iOS devices.</p><p>As of March 26 -- the end of Apple's fiscal 2022 Q2 -- it had 825 million paid subscriptions across all of its services -- which represented a net addition of 165 million paid subscriptions over the prior 12 months. During the earnings conference call, CFO Luca Maestri said the company would "continue to improve the breadth and the quality of our current service offerings while launching new services."</p><h2>2. It still enjoys unmatched loyalty</h2><p>In October, a survey by Consumer Intelligence Research Partners found that the loyalty rate for Apple's iPhone in the U.S. had surpassed 90% for the past three consecutive years. None of the Android leaders, including <b>Samsung</b>, came close to matching that.</p><p>Apple's customer loyalty has also been supported by its growth as a global luxury brand. A few years ago, the Hurun Research Institute found that Apple had surpassed <b>LVMH</b>'s Louis Vuitton, <b>Hermès</b>, and <b>Richemont</b>'s Cartier as China's most coveted luxury brand.</p><p>No other smartphone maker made that list. That cachet gives Apple a lot more pricing power than its industry peers.</p><h2>3. Its future will be augmented</h2><p>Apple plans to leverage the stickiness of its brand to launch new hardware products over the next few years. Its first target will likely be the nascent market for augmented reality (AR) and virtual reality (VR) devices.</p><p>Apple has reportedly been developing at least two AR/VR devices. The first one is rumored to be an AR/VR "mixed reality" headset that could arrive in 2023. This device could compete against <b>Microsoft</b>'s HoloLens and <b>Meta Platforms</b>'s Quest headsets.</p><p>The second device could be a sleeker pair of AR smart glasses that might launch in 2024 or 2025. Meta, which launched its Ray-Ban Stories smart glasses last year, also has similar products in its pipeline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e83bf55d2d97b1b05191423dd04a352c\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>Apple has built a new operating system for these AR/VR devices called rOS, which includes its own native App Store. These plans strongly suggest that Apple will emerge as a major competitor to Meta in the expanding "metaverse" market.</p><p>Lastly, Apple has also been developing an autonomous electric vehicle (EV) codenamed "Project Titan." The latest rumors suggest it could launch between 2024 and 2028, but not much else is known about the vehicle yet. If Apple actually launches a luxury EV, it could spell trouble for market leaders like<b> Tesla </b>and newcomers like<b> Lucid</b>.</p><h2>Is Apple's stock still worth buying today?</h2><p>For Apple, the year-over-year comparisons it has ahead will be tough, as last year, its sales were notably boosted by people upgrading to 5G devices. And like companies all across the economy, it's also grappling with ongoing supply chain challenges. As such, investors should expect its growth to decelerate this year.</p><p>Nevertheless, Apple still has plenty of irons in the fire, and I believe its stock is reasonably valued at 23 times forward earnings. Its shares might not blast off anytime soon -- especially as rising interest rates rattle the markets -- but it's still a solid investment for long-term investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Things About Apple That Smart Investors 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\">\n3 Things About Apple That Smart Investors Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 15:40 GMT+8 <a href=https://www.fool.com/investing/2022/05/25/3-things-about-apple-that-smart-investors-know/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've been following Apple from an investment perspective -- and even if you haven't -- you probably already know that most of its revenue comes from sales of the iPhone. That's why analysts who ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/25/3-things-about-apple-that-smart-investors-know/\">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://www.fool.com/investing/2022/05/25/3-things-about-apple-that-smart-investors-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238318565","content_text":"If you've been following Apple from an investment perspective -- and even if you haven't -- you probably already know that most of its revenue comes from sales of the iPhone. That's why analysts who cover the tech giant are always speculating about how many iPhones it will be able to ship in a given year.In addition, of course, Apple also sells iPads, Macs, Apple Watches, AirPods, Apple TVs, and HomePods, among other devices. However, analyzing Apple's hardware sales only provides a superficial understanding of its sprawling business. To dive deeper, let's review three other facts about Apple that only the smartest investors will likely know.Image source: Apple.1. Apple operates a prisoner-taking ecosystemApple's services segment, which generated 18% of its revenue in the first half of its fiscal 2022, is arguably more important than any of its hardware businesses. This segment includes iCloud, Apple Pay, the App Store, and subscription-based digital media services like Apple Music, Apple TV+, Apple Arcade, and Apple Fitness+. It also covers its Apple Care services.These are the building blocks of a prisoner-taking ecosystem that essentially locks in Apple's customers and reinforces their loyalty to iOS devices. Unlike Alphabet's Android OS, which lets its users easily switch between different brands of Android devices without losing their data, Apple's proprietary operating system and services steer its customers along a single upgrade path toward other iOS devices.As of March 26 -- the end of Apple's fiscal 2022 Q2 -- it had 825 million paid subscriptions across all of its services -- which represented a net addition of 165 million paid subscriptions over the prior 12 months. During the earnings conference call, CFO Luca Maestri said the company would \"continue to improve the breadth and the quality of our current service offerings while launching new services.\"2. It still enjoys unmatched loyaltyIn October, a survey by Consumer Intelligence Research Partners found that the loyalty rate for Apple's iPhone in the U.S. had surpassed 90% for the past three consecutive years. None of the Android leaders, including Samsung, came close to matching that.Apple's customer loyalty has also been supported by its growth as a global luxury brand. A few years ago, the Hurun Research Institute found that Apple had surpassed LVMH's Louis Vuitton, Hermès, and Richemont's Cartier as China's most coveted luxury brand.No other smartphone maker made that list. That cachet gives Apple a lot more pricing power than its industry peers.3. Its future will be augmentedApple plans to leverage the stickiness of its brand to launch new hardware products over the next few years. Its first target will likely be the nascent market for augmented reality (AR) and virtual reality (VR) devices.Apple has reportedly been developing at least two AR/VR devices. The first one is rumored to be an AR/VR \"mixed reality\" headset that could arrive in 2023. This device could compete against Microsoft's HoloLens and Meta Platforms's Quest headsets.The second device could be a sleeker pair of AR smart glasses that might launch in 2024 or 2025. Meta, which launched its Ray-Ban Stories smart glasses last year, also has similar products in its pipeline.Image source: Getty Images.Apple has built a new operating system for these AR/VR devices called rOS, which includes its own native App Store. These plans strongly suggest that Apple will emerge as a major competitor to Meta in the expanding \"metaverse\" market.Lastly, Apple has also been developing an autonomous electric vehicle (EV) codenamed \"Project Titan.\" The latest rumors suggest it could launch between 2024 and 2028, but not much else is known about the vehicle yet. If Apple actually launches a luxury EV, it could spell trouble for market leaders like Tesla and newcomers like Lucid.Is Apple's stock still worth buying today?For Apple, the year-over-year comparisons it has ahead will be tough, as last year, its sales were notably boosted by people upgrading to 5G devices. And like companies all across the economy, it's also grappling with ongoing supply chain challenges. As such, investors should expect its growth to decelerate this year.Nevertheless, Apple still has plenty of irons in the fire, and I believe its stock is reasonably valued at 23 times forward earnings. Its shares might not blast off anytime soon -- especially as rising interest rates rattle the markets -- but it's still a solid investment for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}