StarGate personal page - To The Moon

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2021-07-24

$Apple(AAPL)$ to the moon. Earnings announcing next week

2022-04-17

$REX INTERNATIONAL HOLDING LTD(5WH.SI)$this is what happened when I bought blindly

2022-04-05

Go get some Twitter stock now...not too late if you have some cash on standby. Never use your emergency fund to buy stock take note

Re-Evaluating Twitter After Massive Elon Musk Buy-In

2023-02-19

U can't make profit too during holiday

Sorry, the original content has been removed

2022-12-10

Watch and adjust accordingly

5 Things to Watch When the Fed Makes Its Interest-Rate Decision

2021-09-08

If the next iPhone beats the current iPhone 12, then consumers would likely to support to buy.

Is It Too Late to Buy Apple Stock?

2022-03-18

With the COVID-19 situation in China now, all the EV are badly hit especially NIO...it will take time to recover and raise the stock price...I just have to bite the bullets and wait for NIO to rise above

Nio Shares Have Been Hammered This Year. Should You Buy the Dip?

2021-08-06

Some indication to market movement?

Nasdaq, S&P 500, set records as jobless claims decline

2021-07-20

Don't play, play with your life at stake. Delta variant is deadly and spread like fire. Think about your family ...everyone has a part to play to ensure they don't endanger others with COVID-19

Sorry, the original content has been removed

2022-03-24

Good news for Teala

Tesla Rose Nearly 2% in Premarket Trading as Hertz Added Tesla's Model Y to Its EV Fleet

2021-07-05

Tonight will rest early. It's holiday in US- happy Indendpence Day ?

Is the Stock Market Open or Closed on Independence Day?

2022-02-05

Opportunity

Palantir: Red Flag Or Opportunity?

2021-08-03

The market conditions might recover by end of year if more people are being vaccinated and the COVID-19 are being handled in control manner...

Why the Stock Market Doesn’t Seem to Care About the Latest Surge in Covid Cases

2021-07-04

Interesting...Will Alibaba break the resistance level and go up to $250? Stay tuned

Can Alibaba Turn Around Its Woes in the Second Half of 2021?

2022-05-11

Holding on and buy more if possible when price dip

Is Apple Stock A Buy, Sell, Or Hold After Recent Earnings?

2022-05-04

As of now, the recommendations are pretty low to enter and you never know the game changes once development is going well...

3 Beaten-Down Stocks That Could Deliver 5X Gains By 2030

2022-01-02

Good start for EV

XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla

2021-09-11

Thanks for the info. Will monitor

BlackBerry Has a Chance at Turning Into a Growth Stock

2021-09-01

Hard to says...expect the unexpected and be prudent in investment

September Is the Stock Market’s Worst Month. History Says This Time Could Be Different.

2021-07-15

Get the right person doing the job will help boosting your business.

Netflix shares rises 2.38% in premarket trading

Go to Tiger App to see more news

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Of course, the past is no guarantee of future performance.In terms of opt","images":[{"img":"https://community-static.tradeup.com/news/c45afc4448f18e3e7a2d4295847c319e","width":"2214","height":"1166"},{"img":"https://community-static.tradeup.com/news/0564eab5b1309a4f37f65d3576ce381f","width":"2218","height":"1168"},{"img":"https://community-static.tradeup.com/news/cb903f766d4e261f4f9209a610e4119d","width":"2214","height":"1174"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944142887","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944588779,"gmtCreate":1681915980492,"gmtModify":1681915985576,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Come and predict&nbsp;","listText":"Come and predict&nbsp;","text":"Come and predict","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944588779","repostId":"9944610303","repostType":1,"repost":{"id":9944610303,"gmtCreate":1681823280202,"gmtModify":1681823541119,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"🔥Stock Prediction: How will Tesla close Thursday 20/4 following their earnings?","htmlText":"Click to vote. Guess how will Tesla close Thursday 20/4 following their earnings?? If you get the correct answer, you may divide 1000 Tiger Coins with other Tigers. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> is set to post a year-over-year drop in profit when the electric vehicles maker reports its financial results for the quarter ended in March after the market close on Wednesday. Lets's guess where TESLA&nbsp;will move following their earnings?🔙&nbsp;Latest ResultsTesla reported record Q4 2022 revenue, beating on both earnings and revenue. Here are the results.Earnings (adjusted):&nbsp;$1.19 vs $1.13 per share expected, per RefinitivRevenue: $24.32&nbsp;billion vs $24.16 billion expected, per Refinitiv📒TESLA Q1 earnings consensusTesla's Q1 revenue is expected to be","listText":"Click to vote. Guess how will Tesla close Thursday 20/4 following their earnings?? If you get the correct answer, you may divide 1000 Tiger Coins with other Tigers. <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> is set to post a year-over-year drop in profit when the electric vehicles maker reports its financial results for the quarter ended in March after the market close on Wednesday. Lets's guess where TESLA&nbsp;will move following their earnings?🔙&nbsp;Latest ResultsTesla reported record Q4 2022 revenue, beating on both earnings and revenue. Here are the results.Earnings (adjusted):&nbsp;$1.19 vs $1.13 per share expected, per RefinitivRevenue: $24.32&nbsp;billion vs $24.16 billion expected, per Refinitiv📒TESLA Q1 earnings consensusTesla's Q1 revenue is expected to be","text":"Click to vote. Guess how will Tesla close Thursday 20/4 following their earnings?? If you get the correct answer, you may divide 1000 Tiger Coins with other Tigers. $Tesla Motors(TSLA)$ is set to post a year-over-year drop in profit when the electric vehicles maker reports its financial results for the quarter ended in March after the market close on Wednesday. Lets's guess where TESLA will move following their earnings?🔙 Latest ResultsTesla reported record Q4 2022 revenue, beating on both earnings and revenue. Here are the results.Earnings (adjusted): $1.19 vs $1.13 per share expected, per RefinitivRevenue: $24.32 billion vs $24.16 billion expected, per Refinitiv📒TESLA Q1 earnings consensusTesla's Q1 revenue is expected to be","images":[{"img":"https://community-static.tradeup.com/news/24033afe54b60513325ec56211bb8f60","width":"2044","height":"1448"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944610303","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":2603,"gmtBegin":1681823692654,"gmtEnd":1681995624748,"type":1,"upper":1,"title":"How will Tesla close Thursday 20/4 following their earnings?","choices":[{"id":9763,"sort":1,"name":"Very Green(over 10%)","userSize":44,"voted":false},{"id":9764,"sort":2,"name":"Green (5% to 10%)","userSize":109,"voted":false},{"id":9765,"sort":3,"name":"Flat (-5% to 5%)","userSize":109,"voted":false},{"id":9766,"sort":4,"name":"Red (-10% to-5%)","userSize":63,"voted":false},{"id":9767,"sort":5,"name":"Very Red (below-10%)","userSize":23,"voted":false}]},"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946670683,"gmtCreate":1680959925342,"gmtModify":1680959929207,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Come and join in the Game","listText":"Come and join in the Game","text":"Come and join in the Game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946670683","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941569035,"gmtCreate":1680436948327,"gmtModify":1680436951675,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941569035","repostId":"9941117452","repostType":1,"repost":{"id":9941117452,"gmtCreate":1680050642976,"gmtModify":1680054393682,"author":{"id":"4119422390989172","authorId":"4119422390989172","name":"DividendWave","avatar":"https://community-static.tradeup.com/news/d0c902179631e815f3ee1e4cd8ad0708","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119422390989172","authorIdStr":"4119422390989172"},"themes":[],"title":"Earnings Season| WBA weak 2Q","htmlText":"<a href=\"https://ttm.financial/S/WBA\">$Walgreens Boots Alliance(WBA)$</a> WBA weak 2QSecond quarter &nbsp;EPS&nbsp;-20.3 percent to $0.81; adjusted EPS&nbsp;-27.2 percent to $1.16, down 25.8 percent on a constant currency basis reflecting a 26 percent headwind from lower COVID-19 vaccine and testing volumesSecond quarter sales +3.3 percent year-over-year, to $34.9 billion, up 4.5 percent on a constant currency basisInvested $3.5 billion in debt and equity to support VillageMD's acquisition of Summit Health in January&nbsp;YTDOCF -43%FCF -90%WBA 2Q on business model transformationOutlookMaintains FY adjusted EPS guidance of $4.45 to $4.65https://twitter.com/DividendWave/status/1640675225044910080","listText":"<a href=\"https://ttm.financial/S/WBA\">$Walgreens Boots Alliance(WBA)$</a> WBA weak 2QSecond quarter &nbsp;EPS&nbsp;-20.3 percent to $0.81; adjusted EPS&nbsp;-27.2 percent to $1.16, down 25.8 percent on a constant currency basis reflecting a 26 percent headwind from lower COVID-19 vaccine and testing volumesSecond quarter sales +3.3 percent year-over-year, to $34.9 billion, up 4.5 percent on a constant currency basisInvested $3.5 billion in debt and equity to support VillageMD's acquisition of Summit Health in January&nbsp;YTDOCF -43%FCF -90%WBA 2Q on business model transformationOutlookMaintains FY adjusted EPS guidance of $4.45 to $4.65https://twitter.com/DividendWave/status/1640675225044910080","text":"$Walgreens Boots Alliance(WBA)$ WBA weak 2QSecond quarter EPS -20.3 percent to $0.81; 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Tiger's&nbsp;auto-invest feature allows for a minimum investment of oneUSDollar and helps investors easily initiate an investment plan, while also automatically deducting funds to save time and effort.This article summarizes the most popular targets, industries, auto-invest frequency, and the number of investment periods in Tiger Brokers' investment plan feature in the past to help investors better plan and manage their investment plans.*The following data is taken from Tiger's actual investment plan data and is for reference only and does not constitute investment advice. Tiger can not guarantee the accuracy of the data. Past performance is not indicative of futur","listText":"Since the auto-invest feature launched, more and more investors have begun to accumulate wealth through long-term investments. Tiger's&nbsp;auto-invest feature allows for a minimum investment of oneUSDollar and helps investors easily initiate an investment plan, while also automatically deducting funds to save time and effort.This article summarizes the most popular targets, industries, auto-invest frequency, and the number of investment periods in Tiger Brokers' investment plan feature in the past to help investors better plan and manage their investment plans.*The following data is taken from Tiger's actual investment plan data and is for reference only and does not constitute investment advice. Tiger can not guarantee the accuracy of the data. Past performance is not indicative of futur","text":"Since the auto-invest feature launched, more and more investors have begun to accumulate wealth through long-term investments. Tiger's auto-invest feature allows for a minimum investment of oneUSDollar and helps investors easily initiate an investment plan, while also automatically deducting funds to save time and effort.This article summarizes the most popular targets, industries, auto-invest frequency, and the number of investment periods in Tiger Brokers' investment plan feature in the past to help investors better plan and manage their investment plans.*The following data is taken from Tiger's actual investment plan data and is for reference only and does not constitute investment advice. Tiger can not guarantee the accuracy of the data. Past performance is not indicative of futur","images":[{"img":"https://community-static.tradeup.com/news/35ad7cdb582f0b487aa06bb25589322b","width":"870","height":"300"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941041215","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943162652,"gmtCreate":1679290506876,"gmtModify":1679290510555,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943162652","repostId":"9943162085","repostType":1,"repost":{"id":9943162085,"gmtCreate":1679290149947,"gmtModify":1679290154111,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://community-static.tradeup.com/news/7ac78897b78c47a3afab38088cf5216c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564479083780631","authorIdStr":"3564479083780631"},"themes":[],"htmlText":"加倉Microsoft，因爲Microsoft 工具包整個了GPT4.0之後的copilot太強大了，以後整個世界都將被徹底改變。而微軟在這個領域無論是軟件還是硬件還是用戶羣或者現金流都擁有絕對的護城河優勢。除非有些人喜歡去押注小盤票，不然Microsoft是最佳選擇。","listText":"加倉Microsoft，因爲Microsoft 工具包整個了GPT4.0之後的copilot太強大了，以後整個世界都將被徹底改變。而微軟在這個領域無論是軟件還是硬件還是用戶羣或者現金流都擁有絕對的護城河優勢。除非有些人喜歡去押注小盤票，不然Microsoft是最佳選擇。","text":"加倉Microsoft，因爲Microsoft 工具包整個了GPT4.0之後的copilot太強大了，以後整個世界都將被徹底改變。而微軟在這個領域無論是軟件還是硬件還是用戶羣或者現金流都擁有絕對的護城河優勢。除非有些人喜歡去押注小盤票，不然Microsoft是最佳選擇。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943162085","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943001338,"gmtCreate":1678941339825,"gmtModify":1678941343930,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943001338","repostId":"2319826065","repostType":4,"repost":{"id":"2319826065","pubTimestamp":1678934669,"share":"https://ttm.financial/m/news/2319826065?lang=&edition=fundamental","pubTime":"2023-03-16 10:44","market":"us","language":"en","title":"ChatGPT Says These 7 Stocks Could Be the Next Trillion-Dollar Companies","url":"https://stock-news.laohu8.com/highlight/detail?id=2319826065","media":"InvestorPlace","summary":"Here are the companies ChatGPT thinks can reach the trillion-dollar mark.The chatbot sees significan","content":"<html><head></head><body><ul><li>Here are the companies ChatGPT thinks can reach the trillion-dollar mark.</li><li>The chatbot sees significant potential for sectors including tech and renewable energy.</li><li>Some of its selections may be surprising, but all have potential to soar again.</li></ul><p><img src=\"https://static.tigerbbs.com/768811b4c4a62dd64c5789bf7a347c51\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Ascannio / Shutterstock.com</p><p>Investors will always be on the hunt for the next trillion-dollar companies. This is a milestone that every company aims for, though very few reach. For investors, this means constantly being on the lookout for innovators with revolutionary products that can take them to market capitalizations above $1 trillion.</p><p>As <i>InvestorPlace</i> analyst Luke Lango notes, in 2022, the iPhone helped <b>Apple</b> reach that milestone and become the world’s most valuable company with a market cap above $2 trillion. Plenty of experts have made predictions as to what the next trillion-dollar whale will be. But I wanted to hear what ChatGPT has to say about it.</p><p>Very much a revolutionary product itself, ChatGPT has proven apt at many things, including researching any number of topics and providing detailed information on them. This includes investing and stock selection. As <i>InvestorPlace</i> Financial News Writer Brenden Rearick reports:</p><blockquote>“<i>InvestorPlace</i> has tasked ChatGPT time and again with selecting high-growth assets across the stock market and crypto world. The chatbot, while not necessarily up-to-date on stock market news, possesses a keen quantitative analysis skill…”</blockquote><p>With this in mind, I tasked ChatGPT with identifying the next trillion-dollar company. While the chatbot can’t make direct predictions, it did provide me with a list of companies that it thinks have the potential to reach the trillion-dollar mark. When first asked, it named the sectors that it sees as having trillion-dollar potential: artificial intelligence, healthcare technology, electric and autonomous vehicles, fintech and renewable energy. A few questions later, it named companies from each one that it saw as having the best potential.</p><p>Let’s take a look at what ChatGPT thinks will be the next trillion-dollar companies.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon </a></h2><p><img src=\"https://static.tigerbbs.com/21b798812e309fcfdcc7d7c00622a0ce\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Sundry Photography / Shutterstock.com</p><p>With a market cap of $970 billion, <b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) is dangerously close to hitting $1 trillion. ChatGPT touts the e-commerce giant for its wide-range applications across many sectors. It specifically highlights Amazon’s recent investments in AI and robotics, making it clear that it sees this emerging market as the company’s ticket to a trillion-dollar valuation. This includes a recent partnership with AI startup <b>Hugging Face</b>, which offers Amazon exposure to a lucrative new section of the AI field. As the bot states:</p><blockquote>“As the company continues to expand into new markets, such as healthcare and advertising, and invest in emerging technologies like artificial intelligence and robotics, it could potentially continue to grow and reach a $1 trillion valuation.”</blockquote><h2><a href=\"https://laohu8.com/S/NEE\">NextEra Energy </a></h2><p><img src=\"https://static.tigerbbs.com/ea57d4c3dcede125d4c0c41df15c24f2\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: madamF / Shutterstock.com</p><p>ChatGPT clearly recognizes the power and potential of the renewable energy sector. <b>NextEra Energy</b> (NYSE:<b><u>NEE</u></b>) is one of the field’s leaders, with vast holdings and an impressive market share. ChatGPT definitely sees it as a great play among clean energy companies. As it states:</p><blockquote>“NextEra Energy is already one of the world’s largest producers of wind and solar power, and its focus on renewable energy and sustainability could help it continue to grow and reach a $1 trillion valuation.”</blockquote><p>Additionally, the company is ranked as a winner among dividend stocks and carries significant appeal for less risk-averse investors. All this bodes well for its future as a potential trillion-dollar winner.</p><h2><a href=\"https://laohu8.com/S/MRNA\">Moderna </a></h2><p><img src=\"https://static.tigerbbs.com/c432dd53ea4900b4425422ee00cafdba\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Ascannio / Shutterstock.com</p><p><b>Moderna</b> (NASDAQ:<b><u>MRNA</u></b>) enjoyed a race to the top during the Covid-19 vaccine rush, securing its place among pharmaceutical winners. Now, ChatGPT believes it has trillion-dollar potential due to its applications in healthcare technology. While the bot did not get specific in its reasoning, it provided the following breakdown:</p><blockquote>“Moderna is a biotechnology company that has gained significant attention and market value during the COVID-19 pandemic due to its successful development of an mRNA vaccine. As the company continues to develop and commercialize other mRNA-based treatments, it could potentially reach a $1 trillion valuation.”</blockquote><p>It’s also worth noting that ChatGPT considers MRNA to be a meme stock. When Rearick asked it for a list of the best meme stocks to buy, its top 10 picks included Moderna. That said, this categorization is likely due to 2021 data, as during that year the stock made many headlines.</p><h2><a href=\"https://laohu8.com/S/NVDA\">Nvidia </a></h2><p><img src=\"https://static.tigerbbs.com/04874462381e4ee3fb7f89da1b0d0b6f\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Hairem / Shutterstock.com</p><p>It’s not surprising that this AI standout would be ranked among future trillion-dollar winners. A Silicon Valley darling with wide-ranging applications, <b>Nvidia</b> (NASDAQ:<b><u>NVDA</u></b>) is often noted for its potential to help power the AI boom. When I asked ChatGPT for a list of the best AI stocks to buy, it ranked Nvidia among its top picks, second only to actual trillion-dollar company <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b>GOOGL</b>). This time around, it provided a detailed breakdown of why it sees Nvidia reaching the same level:</p><blockquote>“Nvidia is a leading semiconductor and graphics processing unit (GPU) company that has been on a steady growth trajectory in recent years, with a current market capitalization of around $500 billion. There are several reasons why some analysts and investors believe that Nvidia has the potential to reach a $1 trillion valuation in the future.”</blockquote><p>These reasons included “dominance in the AI and data center markets,” “diversification into new markets,” and high investor confidence as well as impressive financials. Nvidia’s market cap is actually $586 billion, a reminder that ChatGPT’s data is limited to 2021 and earlier. However, the rest of the reasoning holds up.</p><h2><a href=\"https://laohu8.com/S/ILMN\">Illumina</a></h2><p><img src=\"https://static.tigerbbs.com/e83f39750e9eef81e25f4c70da4c2af0\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: shutterstock.com/Romix Image</p><p>This name isn’t as well-known as the other stocks that ChatGPT named as potential trillion-dollar winners. But that doesn’t mean investors should count <b>Illumina</b> (NASDAQ:<b><u>ILMN</u></b>) out. As <i>InvestorPlace</i> contributor Larry Ramer notes, the biotech company is a leader in the field of gene sequencing, which he describes as a “key to unlocking precision medicine.” ChatGPT has a similar take, citing multiple reasons to be bullish on ILMN. As it states:</p><blockquote>“Illumina is a leading company in the genomics and genetic testing space, providing genetic sequencing and analysis solutions to researchers, clinicians, and biotech companies. There are several factors that could contribute to the company’s growth potential.”</blockquote><p>The chatbot highlights the company’s history of innovation while also naming “increasing demand for genetic testing” and “expansion into new markets” as factors for why it sees so much potential, as well as its focus on partnerships and diversification of products.</p><h2><a href=\"https://laohu8.com/S/TSLA\">Tesla </a></h2><p><img src=\"https://static.tigerbbs.com/9ebd185bd49900b38a5d763f7b0e670a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Roschetzky Photography / Shutterstock.com</p><p>It’s no surprise that such a popular company would be on this list, especially after ChatGPT named electric and autonomous vehicles as a top opportunity. <b>Tesla</b> (NASDAQ:<b>TSLA</b>) is considered a leader in both fields.</p><p>While its autonomous driving technology has come under fire after multiple accidents, it remains firmly ahead of many competitors. Additionally, it still has its place at the front of the EV race, even as competitors close in. As <i>InvestorPlace</i> contributor Bret Kenwell reports, Tesla has already been in the trillion-dollar club and it could get there again. ChatGPT has a similar perspective. Per the bot:</p><blockquote>“Tesla is currently the largest automaker by market capitalization, with a market cap [near] $600 billion. As the company continues to expand its electric vehicle production and autonomous driving capabilities, it could potentially reach a $1 trillion valuation.”</blockquote><h2><a href=\"https://laohu8.com/S/SQ\">Block</a></h2><p><img src=\"https://static.tigerbbs.com/4af302a5be4a7e5081a682dec640caf7\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Sergei Elagin / Shutterstock.com</p><p>Constantly hailed as a winner in the fintech space, <b>Block</b> (NYSE:<b>SQ</b>) has emerged as a mobile payments leader. Led by former <b>Twitter</b> CEO Jack Dorsey, the company is recovering from a volatile year. But this isn’t the first time that ChatGPT has selected it as a stock with significant growth potential. <i>InvestorPlace</i> Assistant News Writer Shrey Dua recently asked the bot for a list of tech stocks with high five-year growth potential. It ranked Block just below Nvidia on a list that included Apple and Amazon. Here’s what it told me about SQ stock:</p><blockquote>“[Block] has been on a steady growth trajectory since its founding in 2009 and has already reached a market capitalization of over $100 billion. With its focus on innovative financial solutions for small businesses, the company could potentially continue to grow and reach a $1 trillion valuation.”</blockquote><p>As a result of its difficult 2022, Block no longer boasts such a high market cap. As of this writing, it sits at $43 billion. If markets turn around in 2023, though, SQ could easily make up the ground it has lost.</p></body></html>","source":"investorplace","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>ChatGPT Says These 7 Stocks Could Be the Next Trillion-Dollar Companies</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\">\nChatGPT Says These 7 Stocks Could Be the Next Trillion-Dollar Companies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 10:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/chatgpt-says-these-7-stocks-could-be-the-next-trillion-dollar-companies/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are the companies ChatGPT thinks can reach the trillion-dollar mark.The chatbot sees significant potential for sectors including tech and renewable energy.Some of its selections may be surprising...</p>\n\n<a href=\"https://investorplace.com/2023/03/chatgpt-says-these-7-stocks-could-be-the-next-trillion-dollar-companies/\">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","ILMN":"Illumina","TSLA":"特斯拉","AMZN":"亚马逊","SQ":"Block","NEE":"新纪元能源","MRNA":"Moderna, Inc."},"source_url":"https://investorplace.com/2023/03/chatgpt-says-these-7-stocks-could-be-the-next-trillion-dollar-companies/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319826065","content_text":"Here are the companies ChatGPT thinks can reach the trillion-dollar mark.The chatbot sees significant potential for sectors including tech and renewable energy.Some of its selections may be surprising, but all have potential to soar again.Source: Ascannio / Shutterstock.comInvestors will always be on the hunt for the next trillion-dollar companies. This is a milestone that every company aims for, though very few reach. For investors, this means constantly being on the lookout for innovators with revolutionary products that can take them to market capitalizations above $1 trillion.As InvestorPlace analyst Luke Lango notes, in 2022, the iPhone helped Apple reach that milestone and become the world’s most valuable company with a market cap above $2 trillion. Plenty of experts have made predictions as to what the next trillion-dollar whale will be. But I wanted to hear what ChatGPT has to say about it.Very much a revolutionary product itself, ChatGPT has proven apt at many things, including researching any number of topics and providing detailed information on them. This includes investing and stock selection. As InvestorPlace Financial News Writer Brenden Rearick reports:“InvestorPlace has tasked ChatGPT time and again with selecting high-growth assets across the stock market and crypto world. The chatbot, while not necessarily up-to-date on stock market news, possesses a keen quantitative analysis skill…”With this in mind, I tasked ChatGPT with identifying the next trillion-dollar company. While the chatbot can’t make direct predictions, it did provide me with a list of companies that it thinks have the potential to reach the trillion-dollar mark. When first asked, it named the sectors that it sees as having trillion-dollar potential: artificial intelligence, healthcare technology, electric and autonomous vehicles, fintech and renewable energy. A few questions later, it named companies from each one that it saw as having the best potential.Let’s take a look at what ChatGPT thinks will be the next trillion-dollar companies.Amazon Source: Sundry Photography / Shutterstock.comWith a market cap of $970 billion, Amazon (NASDAQ:AMZN) is dangerously close to hitting $1 trillion. ChatGPT touts the e-commerce giant for its wide-range applications across many sectors. It specifically highlights Amazon’s recent investments in AI and robotics, making it clear that it sees this emerging market as the company’s ticket to a trillion-dollar valuation. This includes a recent partnership with AI startup Hugging Face, which offers Amazon exposure to a lucrative new section of the AI field. As the bot states:“As the company continues to expand into new markets, such as healthcare and advertising, and invest in emerging technologies like artificial intelligence and robotics, it could potentially continue to grow and reach a $1 trillion valuation.”NextEra Energy Source: madamF / Shutterstock.comChatGPT clearly recognizes the power and potential of the renewable energy sector. NextEra Energy (NYSE:NEE) is one of the field’s leaders, with vast holdings and an impressive market share. ChatGPT definitely sees it as a great play among clean energy companies. As it states:“NextEra Energy is already one of the world’s largest producers of wind and solar power, and its focus on renewable energy and sustainability could help it continue to grow and reach a $1 trillion valuation.”Additionally, the company is ranked as a winner among dividend stocks and carries significant appeal for less risk-averse investors. All this bodes well for its future as a potential trillion-dollar winner.Moderna Source: Ascannio / Shutterstock.comModerna (NASDAQ:MRNA) enjoyed a race to the top during the Covid-19 vaccine rush, securing its place among pharmaceutical winners. Now, ChatGPT believes it has trillion-dollar potential due to its applications in healthcare technology. While the bot did not get specific in its reasoning, it provided the following breakdown:“Moderna is a biotechnology company that has gained significant attention and market value during the COVID-19 pandemic due to its successful development of an mRNA vaccine. As the company continues to develop and commercialize other mRNA-based treatments, it could potentially reach a $1 trillion valuation.”It’s also worth noting that ChatGPT considers MRNA to be a meme stock. When Rearick asked it for a list of the best meme stocks to buy, its top 10 picks included Moderna. That said, this categorization is likely due to 2021 data, as during that year the stock made many headlines.Nvidia Source: Hairem / Shutterstock.comIt’s not surprising that this AI standout would be ranked among future trillion-dollar winners. A Silicon Valley darling with wide-ranging applications, Nvidia (NASDAQ:NVDA) is often noted for its potential to help power the AI boom. When I asked ChatGPT for a list of the best AI stocks to buy, it ranked Nvidia among its top picks, second only to actual trillion-dollar company Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL). This time around, it provided a detailed breakdown of why it sees Nvidia reaching the same level:“Nvidia is a leading semiconductor and graphics processing unit (GPU) company that has been on a steady growth trajectory in recent years, with a current market capitalization of around $500 billion. There are several reasons why some analysts and investors believe that Nvidia has the potential to reach a $1 trillion valuation in the future.”These reasons included “dominance in the AI and data center markets,” “diversification into new markets,” and high investor confidence as well as impressive financials. Nvidia’s market cap is actually $586 billion, a reminder that ChatGPT’s data is limited to 2021 and earlier. However, the rest of the reasoning holds up.IlluminaSource: shutterstock.com/Romix ImageThis name isn’t as well-known as the other stocks that ChatGPT named as potential trillion-dollar winners. But that doesn’t mean investors should count Illumina (NASDAQ:ILMN) out. As InvestorPlace contributor Larry Ramer notes, the biotech company is a leader in the field of gene sequencing, which he describes as a “key to unlocking precision medicine.” ChatGPT has a similar take, citing multiple reasons to be bullish on ILMN. As it states:“Illumina is a leading company in the genomics and genetic testing space, providing genetic sequencing and analysis solutions to researchers, clinicians, and biotech companies. There are several factors that could contribute to the company’s growth potential.”The chatbot highlights the company’s history of innovation while also naming “increasing demand for genetic testing” and “expansion into new markets” as factors for why it sees so much potential, as well as its focus on partnerships and diversification of products.Tesla Source: Roschetzky Photography / Shutterstock.comIt’s no surprise that such a popular company would be on this list, especially after ChatGPT named electric and autonomous vehicles as a top opportunity. Tesla (NASDAQ:TSLA) is considered a leader in both fields.While its autonomous driving technology has come under fire after multiple accidents, it remains firmly ahead of many competitors. Additionally, it still has its place at the front of the EV race, even as competitors close in. As InvestorPlace contributor Bret Kenwell reports, Tesla has already been in the trillion-dollar club and it could get there again. ChatGPT has a similar perspective. Per the bot:“Tesla is currently the largest automaker by market capitalization, with a market cap [near] $600 billion. As the company continues to expand its electric vehicle production and autonomous driving capabilities, it could potentially reach a $1 trillion valuation.”BlockSource: Sergei Elagin / Shutterstock.comConstantly hailed as a winner in the fintech space, Block (NYSE:SQ) has emerged as a mobile payments leader. Led by former Twitter CEO Jack Dorsey, the company is recovering from a volatile year. But this isn’t the first time that ChatGPT has selected it as a stock with significant growth potential. InvestorPlace Assistant News Writer Shrey Dua recently asked the bot for a list of tech stocks with high five-year growth potential. It ranked Block just below Nvidia on a list that included Apple and Amazon. Here’s what it told me about SQ stock:“[Block] has been on a steady growth trajectory since its founding in 2009 and has already reached a market capitalization of over $100 billion. With its focus on innovative financial solutions for small businesses, the company could potentially continue to grow and reach a $1 trillion valuation.”As a result of its difficult 2022, Block no longer boasts such a high market cap. As of this writing, it sits at $43 billion. If markets turn around in 2023, though, SQ could easily make up the ground it has lost.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949455436,"gmtCreate":1678848231825,"gmtModify":1678848234879,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Expect the unexpected? Or ..","listText":"Expect the unexpected? Or ..","text":"Expect the unexpected? Or ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949455436","repostId":"2319886626","repostType":4,"repost":{"id":"2319886626","pubTimestamp":1678842120,"share":"https://ttm.financial/m/news/2319886626?lang=&edition=fundamental","pubTime":"2023-03-15 09:02","market":"us","language":"en","title":"Fed Rate Pause Is a Tough Call After Inflation Reaccelerates","url":"https://stock-news.laohu8.com/highlight/detail?id=2319886626","media":"Bloomberg","summary":"CPI suggests that the Fed doesn’t have luxury to delay hikeIt’s still a close call amid financial tu","content":"<html><head></head><body><ul><li>CPI suggests that the Fed doesn’t have luxury to delay hike</li><li>It’s still a close call amid financial turmoil after SVB</li></ul><p>(Bloomberg) -- An acceleration in monthly core consumer prices seems likely to reinforce the Federal Reserve’ determination to raise interest rates to fight inflation, though the decision on next week’s move will be a tough call amid ongoing concern about financial turmoil.</p><p>February’s consumer price index, excluding food and energy, increased 0.5% last month and 5.5% from a year earlier, according to Bureau of Labor Statistics data out Tuesday. Economists see the gauge as a better guide to underlying inflation than the headline measure. CPI overall climbed 0.4% in February and 6% from a year earlier.</p><p>The challenge for the Fed now is how to prioritize inflation that is still far too high with growing financial stability risks in the unraveling of Silicon Valley Bank. Authorities stepped in over the weekend to provide a new backstop for banks to protect uninsured depositors.</p><p>“This CPI print underscores how they don’t have the luxury to sit around and wait,” said Derek Tang, an economist at LH Meyer/Monetary Policy Analytics in Washington. “The weekend intervention was also meant to contain the financial crisis to create room for continued monetary tightening. That way, they don’t want to pick between financial and price stability.”</p><p><img src=\"https://static.tigerbbs.com/bcf916ab1cd13e02027939d12885e664\" tg-width=\"729\" tg-height=\"429\" width=\"100%\" height=\"auto\"/></p><p>While tentative signs of stability appeared to be returning to banking stocks that have been hammered in the aftermath of the collapse of SVB, Chair Jerome Powell and his colleagues may worry that it’s too soon to tighten policy again while the fallout from the failure is still difficult to judge.</p><p>Also weighing is the argument that the Fed’s aggressive 450 basis points of tightening over the last year is already straining the financial sector and SVB’s predicament shows the lagged effect of past rate hikes is starting to bite.</p><p>“It is a tough call for the Fed regarding whether they decide to continue tightening with a quarter point hike or stand pat,” said Kathy Bostjancic, chief economist at Nationwide Life Insurance Co. “If signals from the financial markets suggest their emergency actions on Sunday contained the financial stresses, the Fed officials might be persuaded to raise rates 25 basis points.”</p><p>Still, “inflation is not the sole focus of the Fed, as it now needs to take into consideration financial stability and lending conditions,” she said.</p><p>What Bloomberg Economics Says...</p><blockquote>“February’s CPI report shows that inflation is not vanishing quickly, and there remains a compelling need for the Fed to continue raising rates. A 25 basis point move would be appropriate at the March FOMC meeting, followed by a couple more until the Fed reaches a terminal rate of 5.25%. “ — Anna Wong and Stuart Paul, economists</blockquote><p>Investors, who were betting on the possibility of a 50 basis-point hike at the Fed’s March 21-22 meeting prior to the banking crisis, are now pricing in the likelihood of a 25 basis-point hike with a pause an option. Two-year Treasury yields, which largely reflect expected Fed policy over that period, rose more than 30 basis points to as high as 4.37% Tuesday.</p><p>The details of the price report were “not encouraging” for the Fed with core services inflation, excluding housing – a focus of Powell – accelerating, wrote Neil Dutta, head of US economic research at Renaissance Macro Research LLC, in a note to clients.</p><p>“Today’s CPI data are a reminder that the inflation fight is not over,” he wrote. He expects a 25 basis-point hike next week, noting it would be a half point if not for SVB.</p><p>If the Fed is successful in prevent a broader crisis and keeping it narrowly focused, then policy makers will return to hiking, said Ethan Harris, head of global economics research at Bank of America Corp.</p><p>“We are in the middle of a stress event and so it’s very hard to predict where things are going,” he said on Bloomberg TV following the CPI report. “Our view is ultimately the ringfencing works and the Fed goes back to hiking interest rates. Ultimately, the Fed is going to end up having to fight inflation.”</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>Fed Rate Pause Is a Tough Call After Inflation Reaccelerates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Rate Pause Is a Tough Call After Inflation Reaccelerates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-15 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-14/fed-rate-pause-is-a-tough-call-after-inflation-reaccelerates?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CPI suggests that the Fed doesn’t have luxury to delay hikeIt’s still a close call amid financial turmoil after SVB(Bloomberg) -- An acceleration in monthly core consumer prices seems likely to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-14/fed-rate-pause-is-a-tough-call-after-inflation-reaccelerates?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":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-14/fed-rate-pause-is-a-tough-call-after-inflation-reaccelerates?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319886626","content_text":"CPI suggests that the Fed doesn’t have luxury to delay hikeIt’s still a close call amid financial turmoil after SVB(Bloomberg) -- An acceleration in monthly core consumer prices seems likely to reinforce the Federal Reserve’ determination to raise interest rates to fight inflation, though the decision on next week’s move will be a tough call amid ongoing concern about financial turmoil.February’s consumer price index, excluding food and energy, increased 0.5% last month and 5.5% from a year earlier, according to Bureau of Labor Statistics data out Tuesday. Economists see the gauge as a better guide to underlying inflation than the headline measure. CPI overall climbed 0.4% in February and 6% from a year earlier.The challenge for the Fed now is how to prioritize inflation that is still far too high with growing financial stability risks in the unraveling of Silicon Valley Bank. Authorities stepped in over the weekend to provide a new backstop for banks to protect uninsured depositors.“This CPI print underscores how they don’t have the luxury to sit around and wait,” said Derek Tang, an economist at LH Meyer/Monetary Policy Analytics in Washington. “The weekend intervention was also meant to contain the financial crisis to create room for continued monetary tightening. That way, they don’t want to pick between financial and price stability.”While tentative signs of stability appeared to be returning to banking stocks that have been hammered in the aftermath of the collapse of SVB, Chair Jerome Powell and his colleagues may worry that it’s too soon to tighten policy again while the fallout from the failure is still difficult to judge.Also weighing is the argument that the Fed’s aggressive 450 basis points of tightening over the last year is already straining the financial sector and SVB’s predicament shows the lagged effect of past rate hikes is starting to bite.“It is a tough call for the Fed regarding whether they decide to continue tightening with a quarter point hike or stand pat,” said Kathy Bostjancic, chief economist at Nationwide Life Insurance Co. “If signals from the financial markets suggest their emergency actions on Sunday contained the financial stresses, the Fed officials might be persuaded to raise rates 25 basis points.”Still, “inflation is not the sole focus of the Fed, as it now needs to take into consideration financial stability and lending conditions,” she said.What Bloomberg Economics Says...“February’s CPI report shows that inflation is not vanishing quickly, and there remains a compelling need for the Fed to continue raising rates. A 25 basis point move would be appropriate at the March FOMC meeting, followed by a couple more until the Fed reaches a terminal rate of 5.25%. “ — Anna Wong and Stuart Paul, economistsInvestors, who were betting on the possibility of a 50 basis-point hike at the Fed’s March 21-22 meeting prior to the banking crisis, are now pricing in the likelihood of a 25 basis-point hike with a pause an option. Two-year Treasury yields, which largely reflect expected Fed policy over that period, rose more than 30 basis points to as high as 4.37% Tuesday.The details of the price report were “not encouraging” for the Fed with core services inflation, excluding housing – a focus of Powell – accelerating, wrote Neil Dutta, head of US economic research at Renaissance Macro Research LLC, in a note to clients.“Today’s CPI data are a reminder that the inflation fight is not over,” he wrote. He expects a 25 basis-point hike next week, noting it would be a half point if not for SVB.If the Fed is successful in prevent a broader crisis and keeping it narrowly focused, then policy makers will return to hiking, said Ethan Harris, head of global economics research at Bank of America Corp.“We are in the middle of a stress event and so it’s very hard to predict where things are going,” he said on Bloomberg TV following the CPI report. “Our view is ultimately the ringfencing works and the Fed goes back to hiking interest rates. Ultimately, the Fed is going to end up having to fight inflation.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957959736,"gmtCreate":1676942151926,"gmtModify":1676942166357,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"good info.","listText":"good info.","text":"good info.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957959736","repostId":"2312279206","repostType":2,"repost":{"id":"2312279206","pubTimestamp":1676937873,"share":"https://ttm.financial/m/news/2312279206?lang=&edition=fundamental","pubTime":"2023-02-21 08:04","market":"us","language":"en","title":"Nvidia May See a Significant Opportunity From Generative AI, but Challenges Remain","url":"https://stock-news.laohu8.com/highlight/detail?id=2312279206","media":"Seekingalpha","summary":"Generative artificial intelligence, and in particular ChatGPT, has taken the investment world by sto","content":"<html><head></head><body><p>Generative artificial intelligence, and in particular ChatGPT, has taken the investment world by storm in recent months and companies like Microsoft and Google have noticed.</p><p>While some of the benefits (and pitfalls) of the technology may go to the world&#39;s largest tech companies, advanced semiconductor companies such as Nvidia (NASDAQ: NVDA) may also benefit from the trend, investment firm KeyBanc Capital Markets said.</p><p>In a research note, analyst John Vinh said Nvidia (NVDA) is the &#34;clear outsized beneficiary&#34; among semiconductor companies for generative AI thanks to the technology&#39;s heavy compute needs.</p><p>Specifically for OpenAI&#39;s ChatGPT - which has some issues, as evidenced by Microsoft&#39;s (MSFT) recent defense of its chatbot for its new Bing search engine that is based on ChatGPT technology - Vinh believes the training cluster to help train the transformer language model is running roughly 10,000 A100 graphics processing unit, or GPUs, from the Jensen Hunag-led company</p><p>&#34;At $10K in [average selling prices], this would represent ~$100M in revenues,&#34; Vinh wrote in a note to clients.</p><p>Vinh added that ChatGPT is likely also using GPUs for AI inferencing as well, though the number needed for this task is believed to be &#34;significantly less&#34; than the need for the training cluster.</p><p>Despite these opportunities, not everything is rosy for GPU usage when it comes to generative AI.</p><p>Some companies, such as Google (GOOG) (GOOGL), may opt to use tensor processing units, or TPUs, for its own training. Vinh added that Google is likely using TPUs for Bard, based off conversations. However, the analyst noted there is not likely a &#34;significant operational cost advantage&#34; for using TPUs compared to GPUs.</p><p>Earlier this month, Google (GOOG) (GOOGL) unveiled its Bard chatbot in a rushed response to the Microsoft (MSFT)-OpenAI deal, as well as an underwhelming event held in Paris showing off several AI-related updates that failed to impress analysts.</p><p>In addition, there are cost concerns, with the estimated cost of running a ChatGPT query believed to be between 30 cents and $1, Vinh added, well below the cost of running a traditional Google search query, which he estimates at one hundredth of a cent. Other analysts have estimated Google spends roughly one-fifth of a cent on a search query.</p><p>Nvidia&#39;s (NVDA) A100 GPU has an average selling price of approximately $10,000, while the H100, unveiled last March, has an ASP of around $25,000.</p><p>As such, companies may look to keep costs for training large language models, or LLMs, as low as they can, using alternative chips, perhaps such as AMD&#39;s (AMD) MI300.</p><p>In addition to AMD (AMD), Vinh added Broadcom (AVGO), Intel (INTC), Micron Technologies (MU) and Marvell Technologies (MRVL) are also likely to be beneficiaries of generative AI.</p><p>Other companies may also look to eschew GPUs and focus on custom silicon to keep costs low, as Amazon (AMZN) has done with its Graviton ARM CPU and other ARM-based server projects.</p><p>However, the pendulum may be swinging back in the direction of Nvidia (NVDA), Vinh suggested.</p><p>&#34;[W]ith cloud providers increasing looking to cut Capex budgets, widespread layoffs in tech, and rising interest rates, there is increasing uncertainty in how aggressive these cloud projects will continue to be funded,&#34; Vinh explained. &#34;We believe these trends could mark a shift back toward higher usage of merchant silicon,&#34; while providing a benefit for companies like Nvidia (NVDA).</p><p>Despite all the hype surrounding it, it is still early days for the rise of generative AI and its use cases beyond chatbots, Vinh noted. Nonetheless, &#34;there is increasing pressure for generative AI initiatives to significantly lower the cost disparity with search.&#34;</p><p>For Nvidia (NVDA), the long-term total addressable market may be a &#34;sizable opportunity&#34; and with the company&#39;s continued advancements in AI, it&#39;s clear the company is focusing on the space as a way to drive growth.</p></body></html>","source":"seekingalpha_fund","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 May See a Significant Opportunity From Generative AI, but Challenges Remain</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 May See a Significant Opportunity From Generative AI, but Challenges Remain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-21 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3937694-nvidia-significant-opportunity-generative-ai-challenges-remain><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Generative artificial intelligence, and in particular ChatGPT, has taken the investment world by storm in recent months and companies like Microsoft and Google have noticed.While some of the benefits ...</p>\n\n<a href=\"https://seekingalpha.com/news/3937694-nvidia-significant-opportunity-generative-ai-challenges-remain\">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/news/3937694-nvidia-significant-opportunity-generative-ai-challenges-remain","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312279206","content_text":"Generative artificial intelligence, and in particular ChatGPT, has taken the investment world by storm in recent months and companies like Microsoft and Google have noticed.While some of the benefits (and pitfalls) of the technology may go to the world's largest tech companies, advanced semiconductor companies such as Nvidia (NASDAQ: NVDA) may also benefit from the trend, investment firm KeyBanc Capital Markets said.In a research note, analyst John Vinh said Nvidia (NVDA) is the \"clear outsized beneficiary\" among semiconductor companies for generative AI thanks to the technology's heavy compute needs.Specifically for OpenAI's ChatGPT - which has some issues, as evidenced by Microsoft's (MSFT) recent defense of its chatbot for its new Bing search engine that is based on ChatGPT technology - Vinh believes the training cluster to help train the transformer language model is running roughly 10,000 A100 graphics processing unit, or GPUs, from the Jensen Hunag-led company\"At $10K in [average selling prices], this would represent ~$100M in revenues,\" Vinh wrote in a note to clients.Vinh added that ChatGPT is likely also using GPUs for AI inferencing as well, though the number needed for this task is believed to be \"significantly less\" than the need for the training cluster.Despite these opportunities, not everything is rosy for GPU usage when it comes to generative AI.Some companies, such as Google (GOOG) (GOOGL), may opt to use tensor processing units, or TPUs, for its own training. Vinh added that Google is likely using TPUs for Bard, based off conversations. However, the analyst noted there is not likely a \"significant operational cost advantage\" for using TPUs compared to GPUs.Earlier this month, Google (GOOG) (GOOGL) unveiled its Bard chatbot in a rushed response to the Microsoft (MSFT)-OpenAI deal, as well as an underwhelming event held in Paris showing off several AI-related updates that failed to impress analysts.In addition, there are cost concerns, with the estimated cost of running a ChatGPT query believed to be between 30 cents and $1, Vinh added, well below the cost of running a traditional Google search query, which he estimates at one hundredth of a cent. Other analysts have estimated Google spends roughly one-fifth of a cent on a search query.Nvidia's (NVDA) A100 GPU has an average selling price of approximately $10,000, while the H100, unveiled last March, has an ASP of around $25,000.As such, companies may look to keep costs for training large language models, or LLMs, as low as they can, using alternative chips, perhaps such as AMD's (AMD) MI300.In addition to AMD (AMD), Vinh added Broadcom (AVGO), Intel (INTC), Micron Technologies (MU) and Marvell Technologies (MRVL) are also likely to be beneficiaries of generative AI.Other companies may also look to eschew GPUs and focus on custom silicon to keep costs low, as Amazon (AMZN) has done with its Graviton ARM CPU and other ARM-based server projects.However, the pendulum may be swinging back in the direction of Nvidia (NVDA), Vinh suggested.\"[W]ith cloud providers increasing looking to cut Capex budgets, widespread layoffs in tech, and rising interest rates, there is increasing uncertainty in how aggressive these cloud projects will continue to be funded,\" Vinh explained. \"We believe these trends could mark a shift back toward higher usage of merchant silicon,\" while providing a benefit for companies like Nvidia (NVDA).Despite all the hype surrounding it, it is still early days for the rise of generative AI and its use cases beyond chatbots, Vinh noted. Nonetheless, \"there is increasing pressure for generative AI initiatives to significantly lower the cost disparity with search.\"For Nvidia (NVDA), the long-term total addressable market may be a \"sizable opportunity\" and with the company's continued advancements in AI, it's clear the company is focusing on the space as a way to drive growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957064833,"gmtCreate":1676787201523,"gmtModify":1676787205214,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Wow...do your homework b4 buy..ing","listText":"Wow...do your homework b4 buy..ing","text":"Wow...do your homework b4 buy..ing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957064833","repostId":"1150067923","repostType":4,"repost":{"id":"1150067923","pubTimestamp":1676779057,"share":"https://ttm.financial/m/news/1150067923?lang=&edition=fundamental","pubTime":"2023-02-19 11:57","market":"other","language":"en","title":"I Asked ChatGPT for 10 Cryptos to Buy. Here’s What It Recommended","url":"https://stock-news.laohu8.com/highlight/detail?id=1150067923","media":"InvestorPlace","summary":"Artificial intelligence (AI) tool ChatGPThas countless use-cases, and InvestorPlace decided to have ","content":"<html><head></head><body><ul><li>Artificial intelligence (AI) tool <b>ChatGPT</b>has countless use-cases, and <i>InvestorPlace</i> decided to have it recommend high-growth cryptos.</li><li>The model is able to give a list of cryptos to buy, complete with its highlights and weak points for each project.</li><li>ChatGPT also told <i>InvestorPlace</i>its predictions for the coming year in crypto.</li></ul><p>The artificial intelligence (AI) war is on. The rise in popularity among AI image generators like <b>Jasper</b> and <b>DeepAI</b> last year were just the early stages of the much larger boom happening right now. Tools like <b>OpenAI’s</b> ChatGPT have taken the world by storm, for better or for worse. Now, anybody can go to theChatGPT website(when it’s not at capacity) and ask it any question they want. I decided to ask it which cryptos to buy.</p><p>There’s <i>a lot</i> that goes into AI algorithms and programming, so much so that it soars over the head of the layman. It’s these seemingly-unending layers of engineering that allow us to prompt the tool to fix our code, write us stories or explain complex subjects to us. In making investment decisions, the tool works no differently.</p><p>I recently logged onto ChatGPT and asked it to recommend me 10 cryptos to buy based on growth potential. This is the list it gave me:</p><ul><li><b>Ethereum</b>(<b>ETH-USD</b>)</li><li><b>Solana</b>(<b><u>SOL-USD</u></b>)</li><li><b>Polkadot</b>(<b><u>DOT-USD</u></b>)</li><li><b>Avalanche</b>(<b><u>AVAX-USD</u></b>)</li><li><b>Cosmos</b>(<b><u>ATOM-USD</u></b>)</li><li><b>Chainlink</b>(<b><u>LINK-USD</u></b>)</li><li><b>Algorand</b>(<b>ALGO-USD</b>)</li><li><b>Polygon</b>(<b>MATIC-USD</b>)</li><li><b>Terra</b>(<b>LUNA-USD</b>)</li><li><b>Binance Coin</b>(<b>BNB-USD</b>)</li></ul><p><b>ChatGPT Explains Its “Cryptos to Buy” Methodology</b></p><p>ChatGPT’s recommended list of cryptos to buy is pretty interesting. I asked it to explain its methodology a bit, and was surprised to find that the tool utilizes both qualitative and quantitative data in weighing its opinions.</p><p>Unsurprisingly, the first thing ChatGPT used to make its recommendation was quantitative chart analysis — a favorite methodology used by crypto die-hards far and wide:</p><blockquote>“I selected the top 10 cryptocurrencies with the highest market capitalizations, which are generally considered to be the most established and widely adopted cryptocurrencies in the market. From there, I considered their historical performance, looking at factors such as price trends, trading volume and market share to identify which cryptocurrencies have demonstrated strong growth potential over time.”</blockquote><p>What was more interesting was ChatGPT’s use of qualitative data in weighing its picks. The AI says it analyzes each products’ “underlying technology, use cases, adoption and regulatory environment” in making its selections.</p><p><b>ChatGPT Defends Its Picks for Cryptos to Buy</b></p><p>This holistic approach to crypto analysis ensures the AI makes recommendations based less on price momentum and more on strong fundamentals. However, seeing some interesting inclusions (and one very noticeable exclusion), I felt the need to press it more.</p><p>Why Terra? The project has seen complete and utter failure at the hands of poor management in the last year, and its founder has been on the run from the law ever since the original project imploded and bankrupted several companies. ChatGPT admits it could be a lack of information which prompted the pick; indeed, if the tool had data on the project since its mid-May collapse, it would likely have better judgement than to pick a project many consider flawed and unwanted by the community at-large.</p><p>And, of course, why is there no <b>Bitcoin</b>(<b>BTC-USD</b>)? It’s the largest of cryptos, easily the most recognizable and the one which prompted the crypto movement in the first place. It appears that from both quantitative and qualitative standpoints, ChatGPT remains skeptical of Bitcoin’s future:</p><blockquote>“While [Bitcoin] may continue to grow over time, it may not experience the same level of growth as some of the newer cryptocurrencies that are still in the early stages of development. Additionally, Bitcoin’s use case is primarily as a store of value and a digital currency, whereas some of the other cryptocurrencies that I recommended have more specific use cases and potential for growth in specific industries or markets.”</blockquote><p><b>Who Does ChatGPT Expect to Win the Layer-1 Race?</b></p><p>As for the rest of the list of cryptos to buy, investors might be impressed by ChatGPT’s crypto picking abilities. Lots of the other cryptos recommended are wildly popular projects, and they all have great potential for growth. One thing to note is that seven of the ten are primarily layer-1 dapp networks. Binance hosts a BNB Chain alongside its exchange platform, making for a total of eight.</p><p>With this in mind, I was interested in hearing ChatGPT’s take on the battle between layer-1 networks to compete with and potentially overtake Ethereum. It positions Solana, Polkadot and Avalanche as three of the most likely projects to surpass Ethereum in the coming years.</p><p>Solana, it says, has an edge due to its low cost and high scalability, but notes a downside in its “proof of history” consensus mechanism being nascent and untested as opposed to proof of stake. Meanwhile, the AI praises Polkadot’s interoperability, but acknowledges the project’s governance structure “could lead to potential centralization issues in the future.”</p><p>Regarding Avalanche, the program speaks highly of its own unique consensus. But, it acknowledges the drawback that like Solana, it is unproven, and like Polkadot, it could lead to higher centralization.</p><p>In all, the AI provides some very nuanced takes on each project. I am quite impressed by the depth at which ChatGPT analyzes these investments, and many other investors likely feel the same. However, the drawbacks are quite clear, as it seems to lack the most up-to-date information on each project. In a market where news moves exceptionally fast and projects can soar or tank in minutes, this is a major fault line in the tool.</p><p>For this, the AI is very careful to respond to each question with the ever-popular crypto catchphrase of “do your own research.” For example, it stated, “Conduct your own research and consider all available information, including any potential risks and challenges, before making any investment decisions.” When pressed on whether or not asking the tool these questions <i>was</i> doing my own research, it pointed me to speak with investing professionals before buying any of its recommendations.</p><p><b>What Does ChatGPT See for the Future of Crypto?</b></p><p>Obviously, ChatGPT has a robust set of data on the cryptocurrency world. And, it can pick from this pool of data to give some insightful opinions on individual projects. Before logging off to free up capacity for other curious users, I had to hear the AI’s predictions for the future of crypto.</p><p>The model assumes a fairly positive outlook for the crypto market in 2023. It predicts an overall-bullish trajectory for the industry, primarily due to the increasing adoption of crypto and blockchain technology by institutions. “We have seen more and more companies and financial institutions embrace cryptocurrencies as a legitimate asset class, and this trend is expected to continue.” It also gives credit to the increasing functionality of new projects as a reason to believe more investors will enter into the space.</p><p>Moreover, the model has a more optimistic take on regulations than many may care to admit. Indeed, while the Securities &amp; Exchange Commission, the U.S. Department of the Treasury, the European Union and countless others crack down on projects, the AI argues this is good news. It says these regulators are “providing greater clarity and legitimacy to the market, which could in turn drive increased adoption.” This, it contends, would then put pressure on regulators to provide clearer guidance to facilitate the entry of more projects onto the market.</p></body></html>","source":"investorplace","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>I Asked ChatGPT for 10 Cryptos to Buy. Here’s What It Recommended</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\">\nI Asked ChatGPT for 10 Cryptos to Buy. Here’s What It Recommended\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-19 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/02/i-asked-chatgpt-for-10-cryptos-to-buy-heres-what-it-recommended/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence (AI) tool ChatGPThas countless use-cases, and InvestorPlace decided to have it recommend high-growth cryptos.The model is able to give a list of cryptos to buy, complete with ...</p>\n\n<a href=\"https://investorplace.com/2023/02/i-asked-chatgpt-for-10-cryptos-to-buy-heres-what-it-recommended/\">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/2023/02/i-asked-chatgpt-for-10-cryptos-to-buy-heres-what-it-recommended/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150067923","content_text":"Artificial intelligence (AI) tool ChatGPThas countless use-cases, and InvestorPlace decided to have it recommend high-growth cryptos.The model is able to give a list of cryptos to buy, complete with its highlights and weak points for each project.ChatGPT also told InvestorPlaceits predictions for the coming year in crypto.The artificial intelligence (AI) war is on. The rise in popularity among AI image generators like Jasper and DeepAI last year were just the early stages of the much larger boom happening right now. Tools like OpenAI’s ChatGPT have taken the world by storm, for better or for worse. Now, anybody can go to theChatGPT website(when it’s not at capacity) and ask it any question they want. I decided to ask it which cryptos to buy.There’s a lot that goes into AI algorithms and programming, so much so that it soars over the head of the layman. It’s these seemingly-unending layers of engineering that allow us to prompt the tool to fix our code, write us stories or explain complex subjects to us. In making investment decisions, the tool works no differently.I recently logged onto ChatGPT and asked it to recommend me 10 cryptos to buy based on growth potential. This is the list it gave me:Ethereum(ETH-USD)Solana(SOL-USD)Polkadot(DOT-USD)Avalanche(AVAX-USD)Cosmos(ATOM-USD)Chainlink(LINK-USD)Algorand(ALGO-USD)Polygon(MATIC-USD)Terra(LUNA-USD)Binance Coin(BNB-USD)ChatGPT Explains Its “Cryptos to Buy” MethodologyChatGPT’s recommended list of cryptos to buy is pretty interesting. I asked it to explain its methodology a bit, and was surprised to find that the tool utilizes both qualitative and quantitative data in weighing its opinions.Unsurprisingly, the first thing ChatGPT used to make its recommendation was quantitative chart analysis — a favorite methodology used by crypto die-hards far and wide:“I selected the top 10 cryptocurrencies with the highest market capitalizations, which are generally considered to be the most established and widely adopted cryptocurrencies in the market. From there, I considered their historical performance, looking at factors such as price trends, trading volume and market share to identify which cryptocurrencies have demonstrated strong growth potential over time.”What was more interesting was ChatGPT’s use of qualitative data in weighing its picks. The AI says it analyzes each products’ “underlying technology, use cases, adoption and regulatory environment” in making its selections.ChatGPT Defends Its Picks for Cryptos to BuyThis holistic approach to crypto analysis ensures the AI makes recommendations based less on price momentum and more on strong fundamentals. However, seeing some interesting inclusions (and one very noticeable exclusion), I felt the need to press it more.Why Terra? The project has seen complete and utter failure at the hands of poor management in the last year, and its founder has been on the run from the law ever since the original project imploded and bankrupted several companies. ChatGPT admits it could be a lack of information which prompted the pick; indeed, if the tool had data on the project since its mid-May collapse, it would likely have better judgement than to pick a project many consider flawed and unwanted by the community at-large.And, of course, why is there no Bitcoin(BTC-USD)? It’s the largest of cryptos, easily the most recognizable and the one which prompted the crypto movement in the first place. It appears that from both quantitative and qualitative standpoints, ChatGPT remains skeptical of Bitcoin’s future:“While [Bitcoin] may continue to grow over time, it may not experience the same level of growth as some of the newer cryptocurrencies that are still in the early stages of development. Additionally, Bitcoin’s use case is primarily as a store of value and a digital currency, whereas some of the other cryptocurrencies that I recommended have more specific use cases and potential for growth in specific industries or markets.”Who Does ChatGPT Expect to Win the Layer-1 Race?As for the rest of the list of cryptos to buy, investors might be impressed by ChatGPT’s crypto picking abilities. Lots of the other cryptos recommended are wildly popular projects, and they all have great potential for growth. One thing to note is that seven of the ten are primarily layer-1 dapp networks. Binance hosts a BNB Chain alongside its exchange platform, making for a total of eight.With this in mind, I was interested in hearing ChatGPT’s take on the battle between layer-1 networks to compete with and potentially overtake Ethereum. It positions Solana, Polkadot and Avalanche as three of the most likely projects to surpass Ethereum in the coming years.Solana, it says, has an edge due to its low cost and high scalability, but notes a downside in its “proof of history” consensus mechanism being nascent and untested as opposed to proof of stake. Meanwhile, the AI praises Polkadot’s interoperability, but acknowledges the project’s governance structure “could lead to potential centralization issues in the future.”Regarding Avalanche, the program speaks highly of its own unique consensus. But, it acknowledges the drawback that like Solana, it is unproven, and like Polkadot, it could lead to higher centralization.In all, the AI provides some very nuanced takes on each project. I am quite impressed by the depth at which ChatGPT analyzes these investments, and many other investors likely feel the same. However, the drawbacks are quite clear, as it seems to lack the most up-to-date information on each project. In a market where news moves exceptionally fast and projects can soar or tank in minutes, this is a major fault line in the tool.For this, the AI is very careful to respond to each question with the ever-popular crypto catchphrase of “do your own research.” For example, it stated, “Conduct your own research and consider all available information, including any potential risks and challenges, before making any investment decisions.” When pressed on whether or not asking the tool these questions was doing my own research, it pointed me to speak with investing professionals before buying any of its recommendations.What Does ChatGPT See for the Future of Crypto?Obviously, ChatGPT has a robust set of data on the cryptocurrency world. And, it can pick from this pool of data to give some insightful opinions on individual projects. Before logging off to free up capacity for other curious users, I had to hear the AI’s predictions for the future of crypto.The model assumes a fairly positive outlook for the crypto market in 2023. It predicts an overall-bullish trajectory for the industry, primarily due to the increasing adoption of crypto and blockchain technology by institutions. “We have seen more and more companies and financial institutions embrace cryptocurrencies as a legitimate asset class, and this trend is expected to continue.” It also gives credit to the increasing functionality of new projects as a reason to believe more investors will enter into the space.Moreover, the model has a more optimistic take on regulations than many may care to admit. Indeed, while the Securities & Exchange Commission, the U.S. Department of the Treasury, the European Union and countless others crack down on projects, the AI argues this is good news. It says these regulators are “providing greater clarity and legitimacy to the market, which could in turn drive increased adoption.” This, it contends, would then put pressure on regulators to provide clearer guidance to facilitate the entry of more projects onto the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957065587,"gmtCreate":1676786966650,"gmtModify":1676786970729,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"U can't make profit too during holiday","listText":"U can't make profit too during holiday","text":"U can't make profit too during holiday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957065587","repostId":"1100725481","repostType":4,"repost":{"id":"1100725481","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":1676779312,"share":"https://ttm.financial/m/news/1100725481?lang=&edition=fundamental","pubTime":"2023-02-19 12:01","market":"us","language":"en","title":"Reminder: U.S. Market Will Be Closed for Washington's Birthday on Monday, Feb. 20, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1100725481","media":"Tiger Newspress","summary":"Washington's Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monda","content":"<html><head></head><body><p>Washington&#39;s Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monday, February 20, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>About Presidents&#39; Day</b></p><p><b>Presidents&#39; Day</b>, also called <b>Washington&#39;s Birthday</b> at the federal governmental level, is a holiday in the United States celebrated on the third Monday of February to honor all people who served as presidents of the United States and, since 1879, has been the federal holiday honoring George Washington, who led the Continental Army to victory in the American Revolutionary War, presided at the Constitutional Convention of 1787, and was the first U.S. president.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f9465ca4610b5c38f13638edda32b36\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><span>George Washington with Flag</span></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>Reminder: U.S. Market Will Be Closed for Washington's Birthday on Monday, Feb. 20, 2023</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\">\nReminder: U.S. Market Will Be Closed for Washington's Birthday on Monday, Feb. 20, 2023\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\">2023-02-19 12:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Washington&#39;s Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monday, February 20, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>About Presidents&#39; Day</b></p><p><b>Presidents&#39; Day</b>, also called <b>Washington&#39;s Birthday</b> at the federal governmental level, is a holiday in the United States celebrated on the third Monday of February to honor all people who served as presidents of the United States and, since 1879, has been the federal holiday honoring George Washington, who led the Continental Army to victory in the American Revolutionary War, presided at the Constitutional Convention of 1787, and was the first U.S. president.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f9465ca4610b5c38f13638edda32b36\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><span>George Washington with Flag</span></p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100725481","content_text":"Washington's Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monday, February 20, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.About Presidents' DayPresidents' Day, also called Washington's Birthday at the federal governmental level, is a holiday in the United States celebrated on the third Monday of February to honor all people who served as presidents of the United States and, since 1879, has been the federal holiday honoring George Washington, who led the Continental Army to victory in the American Revolutionary War, presided at the Constitutional Convention of 1787, and was the first U.S. president.George Washington with Flag","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950420452,"gmtCreate":1672812941577,"gmtModify":1676538741309,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>go go go","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>go go go","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950420452","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921108450,"gmtCreate":1670987166371,"gmtModify":1676538471847,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>go go go","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>go go go","text":"$NVIDIA Corp(NVDA)$ go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921108450","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923578201,"gmtCreate":1670890403604,"gmtModify":1676538453459,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>go go go","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>go go go","text":"$NVIDIA Corp(NVDA)$ go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923578201","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923076418,"gmtCreate":1670768117535,"gmtModify":1676538430105,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923076418","repostId":"2290292051","repostType":4,"repost":{"id":"2290292051","pubTimestamp":1670719853,"share":"https://ttm.financial/m/news/2290292051?lang=&edition=fundamental","pubTime":"2022-12-11 08:50","market":"us","language":"en","title":"Investors Call Time on FAANG Stock Dominance After Nasdaq’s Rout","url":"https://stock-news.laohu8.com/highlight/detail?id=2290292051","media":"Bloomberg","summary":"Investors scale back bets on megacap stocks as growth softensProfitability is key priority for inves","content":"<html><head></head><body><ul><li>Investors scale back bets on megacap stocks as growth softens</li><li>Profitability is key priority for investors as economy slows</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/394724e26aec343cec2a10a0ffcdea08\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Photographer: Jason Alden/Bloomberg</span></p><p>For some investors, this year’s rout in high-flying technology stocks is more than a bear market: It’s the end of an era for a handful of giant companies such as Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. and Amazon.com Inc.</p><p>Those companies — known along with Apple Inc., Netflix Inc. and Google parent Alphabet Inc. as the FAANGs — led the move to a digital world and helped power a 13-year bull run.</p><p><img src=\"https://static.tigerbbs.com/a0ea25d664c912904a55547bd3d5fd78\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>But history shows that market leaders of one era almost never dominate the next one. There are early signs that a shift is already under way: Growth has slowed or evaporated for Netflix and Meta, while the sheer size of Amazon, Apple and Alphabet means they’re unlikely to provide the huge returns in the future that they did in the past.</p><p>“We think it is unlikely the FAANG will lead the next tech bull cycle,” Richard Clode, a portfolio manager at Janus Henderson Investors, said by phone, adding that he has reduced his holdings of those stocks “very materially.” “We are at our lowest exposure to FAANG that we’ve been since the acronym was created.”</p><p>If it is indeed the end of the cycle for these companies, what an ending it’s been.</p><p>The outbreak of the coronavirus pandemic in early 2020 rocked the whole stock market, but after a blink-and-you-missed-it plunge, indexes came roaring back. Large-capitalization technology stocks including the FAANGs led the way as locked-down consumers ordered goods from Amazon, subscribed to Netflix to watch “Tiger King,” and spent hours scrolling through Facebook and searching on Google using iPhones.</p><p>But investors are reassessing their longer-term potential now that societies have reopened and higher interest rates around the world have damped risk appetites.</p><p>One of the biggest draws for investors has been the super-charged growth rates that technology companies offered. Now the growth looks more pedestrian.</p><p>“Superior” sales growth, the characteristic most associated with large-cap tech stocks, has vanished, at least for this year, Goldman Sachs strategists wrote in November. The bank’s strategists predict sales growth of 8% for megacap tech stocks in 2022, below the 13% growth expected for the broader S&amp;P 500 Index.</p><p>While Goldman does expect tech companies to deliver faster sales growth than the benchmark next year and in 2024, the gap is much smaller than the average of the past decade, the firm said.</p><p>“It’s very hard to grow those mega-revenues at very, very high growth rates the way that they did historically,”said Michael Nell, senior investment analyst and portfolio manager at UBS Asset Management. “While the megacap stocks have held up well, going forward it’s hard to see that they are necessarily going to drive performance from here.”</p><p>Meta shares shed a quarter of their value in one day in October after the Facebook owner’s sales forecast for the fourth quarter came in at the low end of analysts’ expectations amid a slowdown in the advertising market. Amazon.com slumped 7% a day later after projecting the slowest holiday-quarter growth in the firm’s history.</p><p>The example of past stock-market stars is sobering. Cisco Systems Inc. and Intel Corp., leaders in the dot-com boom of the late 1990s, have never climbed back to the highs they reached in 2000, while it took the Nasdaq 100 Index 15 years to surpass its 2000 peak.</p><p>Apple, the world’s largest company with a $2.3 trillion market value, has held up the best in this year’s bear market, falling 20%. The stock has been bolstered by the company’s cash pile of about $170 billion, marketable securities and demand for its latest iPhones.</p><p><img src=\"https://static.tigerbbs.com/e152f52682a9045bf5fb03327e9246de\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>The other stocks in the FAANG group have fallen more, ranging from Alphabet’s 36% drop to the 66% plunge of Meta. Even with the declines, the group still accounts for more than 10% of the S&amp;P 500 weighting, so subpar performance in coming years will be a big drag on the market.</p><p>And the pain in technology stocks looks set to continue next year. Analysts see profits for the industry contracting by 1.8% next year, compared with expected growth of 2.7% for the broader US market, according to data compiled by Bloomberg Intelligence.</p><p>Faced with a higher cost of borrowing and rising inflation, investors are becoming more exacting in terms of which companies they are willing to back. Big capital projects on unproven technologies, such as Meta’s bet on the metaverse, haven’t gone down well. A basket of money-losing tech stocks compiled by Goldman has plunged nearly 60% this year.</p><p><img src=\"https://static.tigerbbs.com/214486c5a208a57b5ad666dcdbbce157\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>“The market’s telling them we want some near-term profitability and we can’t afford to fund all of your negative free cash flow. Get a bit more realistic: grow a little bit slower, but do it profitably,” said Neil Robson, head of global equities at Columbia Threadneedle Investments.</p><p>Robson is still overweight technology in his portfolios, though by a smaller amount than in the past. He still owns Amazon and Alphabet, though he’s also investing in companies that improve energy efficiency. UBS Asset Management’s Nell is finding opportunities in the software-as-a-service space and semiconductor stocks, while Janus Henderson’s Clode is looking toward energy, cybersecurity and artificial intelligence, and at areas that could prove resilient in a recession, such as software firms that could help with productivity.</p><p>“Two years ago we could have thrown a dart at a FAANG dart board and we would’ve pretty much come up a winner, right?” said Dan Morgan, a senior portfolio manager at Synovus Trust Co. “Do we just blindly throw money into an ETF which just buys nothing but FAANG? That’s probably not going to work anymore.”</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>Investors Call Time on FAANG Stock Dominance After Nasdaq’s Rout</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\">\nInvestors Call Time on FAANG Stock Dominance After Nasdaq’s Rout\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-11 08:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-10/investors-call-time-on-faang-stock-dominance-after-nasdaq-s-rout?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors scale back bets on megacap stocks as growth softensProfitability is key priority for investors as economy slowsPhotographer: Jason Alden/BloombergFor some investors, this year’s rout in high...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-10/investors-call-time-on-faang-stock-dominance-after-nasdaq-s-rout?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":{".IXIC":"NASDAQ Composite","NFLX":"奈飞","AMZN":"亚马逊","AAPL":"苹果",".SPX":"S&P 500 Index","META":"Meta Platforms, Inc.","GOOG":"谷歌","MSFT":"微软",".DJI":"道琼斯","GOOGL":"谷歌A"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-10/investors-call-time-on-faang-stock-dominance-after-nasdaq-s-rout?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290292051","content_text":"Investors scale back bets on megacap stocks as growth softensProfitability is key priority for investors as economy slowsPhotographer: Jason Alden/BloombergFor some investors, this year’s rout in high-flying technology stocks is more than a bear market: It’s the end of an era for a handful of giant companies such as Facebook parent Meta Platforms Inc. and Amazon.com Inc.Those companies — known along with Apple Inc., Netflix Inc. and Google parent Alphabet Inc. as the FAANGs — led the move to a digital world and helped power a 13-year bull run.But history shows that market leaders of one era almost never dominate the next one. There are early signs that a shift is already under way: Growth has slowed or evaporated for Netflix and Meta, while the sheer size of Amazon, Apple and Alphabet means they’re unlikely to provide the huge returns in the future that they did in the past.“We think it is unlikely the FAANG will lead the next tech bull cycle,” Richard Clode, a portfolio manager at Janus Henderson Investors, said by phone, adding that he has reduced his holdings of those stocks “very materially.” “We are at our lowest exposure to FAANG that we’ve been since the acronym was created.”If it is indeed the end of the cycle for these companies, what an ending it’s been.The outbreak of the coronavirus pandemic in early 2020 rocked the whole stock market, but after a blink-and-you-missed-it plunge, indexes came roaring back. Large-capitalization technology stocks including the FAANGs led the way as locked-down consumers ordered goods from Amazon, subscribed to Netflix to watch “Tiger King,” and spent hours scrolling through Facebook and searching on Google using iPhones.But investors are reassessing their longer-term potential now that societies have reopened and higher interest rates around the world have damped risk appetites.One of the biggest draws for investors has been the super-charged growth rates that technology companies offered. Now the growth looks more pedestrian.“Superior” sales growth, the characteristic most associated with large-cap tech stocks, has vanished, at least for this year, Goldman Sachs strategists wrote in November. The bank’s strategists predict sales growth of 8% for megacap tech stocks in 2022, below the 13% growth expected for the broader S&P 500 Index.While Goldman does expect tech companies to deliver faster sales growth than the benchmark next year and in 2024, the gap is much smaller than the average of the past decade, the firm said.“It’s very hard to grow those mega-revenues at very, very high growth rates the way that they did historically,”said Michael Nell, senior investment analyst and portfolio manager at UBS Asset Management. “While the megacap stocks have held up well, going forward it’s hard to see that they are necessarily going to drive performance from here.”Meta shares shed a quarter of their value in one day in October after the Facebook owner’s sales forecast for the fourth quarter came in at the low end of analysts’ expectations amid a slowdown in the advertising market. Amazon.com slumped 7% a day later after projecting the slowest holiday-quarter growth in the firm’s history.The example of past stock-market stars is sobering. Cisco Systems Inc. and Intel Corp., leaders in the dot-com boom of the late 1990s, have never climbed back to the highs they reached in 2000, while it took the Nasdaq 100 Index 15 years to surpass its 2000 peak.Apple, the world’s largest company with a $2.3 trillion market value, has held up the best in this year’s bear market, falling 20%. The stock has been bolstered by the company’s cash pile of about $170 billion, marketable securities and demand for its latest iPhones.The other stocks in the FAANG group have fallen more, ranging from Alphabet’s 36% drop to the 66% plunge of Meta. Even with the declines, the group still accounts for more than 10% of the S&P 500 weighting, so subpar performance in coming years will be a big drag on the market.And the pain in technology stocks looks set to continue next year. Analysts see profits for the industry contracting by 1.8% next year, compared with expected growth of 2.7% for the broader US market, according to data compiled by Bloomberg Intelligence.Faced with a higher cost of borrowing and rising inflation, investors are becoming more exacting in terms of which companies they are willing to back. Big capital projects on unproven technologies, such as Meta’s bet on the metaverse, haven’t gone down well. A basket of money-losing tech stocks compiled by Goldman has plunged nearly 60% this year.“The market’s telling them we want some near-term profitability and we can’t afford to fund all of your negative free cash flow. Get a bit more realistic: grow a little bit slower, but do it profitably,” said Neil Robson, head of global equities at Columbia Threadneedle Investments.Robson is still overweight technology in his portfolios, though by a smaller amount than in the past. He still owns Amazon and Alphabet, though he’s also investing in companies that improve energy efficiency. UBS Asset Management’s Nell is finding opportunities in the software-as-a-service space and semiconductor stocks, while Janus Henderson’s Clode is looking toward energy, cybersecurity and artificial intelligence, and at areas that could prove resilient in a recession, such as software firms that could help with productivity.“Two years ago we could have thrown a dart at a FAANG dart board and we would’ve pretty much come up a winner, right?” said Dan Morgan, a senior portfolio manager at Synovus Trust Co. “Do we just blindly throw money into an ETF which just buys nothing but FAANG? That’s probably not going to work anymore.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":174603634,"gmtCreate":1627092934028,"gmtModify":1703484110403,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;to the moon. Earnings announcing next week","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;to the moon. Earnings announcing next week","text":"$Apple(AAPL)$ to the moon. Earnings announcing next week","images":[{"img":"https://static.tigerbbs.com/eae41f542ad1b40a0e70208cc10d9043","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":507,"commentSize":99,"repostSize":30,"link":"https://ttm.financial/post/174603634","isVote":1,"tweetType":1,"viewCount":17384,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091087386144110","authorId":"4091087386144110","name":"星空118","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4091087386144110","authorIdStr":"4091087386144110"},"content":"With so much money, how can you pay the money then","text":"With so much money, how can you pay the money then","html":"With so much money, how can you pay the money then"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081337308,"gmtCreate":1650195414724,"gmtModify":1676534666841,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5WH.SI\">$REX INTERNATIONAL HOLDING LTD(5WH.SI)$</a>this is what happened when I bought blindly&nbsp;","listText":"<a href=\"https://ttm.financial/S/5WH.SI\">$REX INTERNATIONAL HOLDING LTD(5WH.SI)$</a>this is what happened when I bought blindly&nbsp;","text":"$REX INTERNATIONAL HOLDING LTD(5WH.SI)$this is what happened when I bought blindly","images":[{"img":"https://community-static.tradeup.com/news/59b4993bce02c00969eaa10ba074c2c3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081337308","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577178131767316","authorId":"3577178131767316","name":"MerLina","avatar":"https://community-static.tradeup.com/news/3465250a92f21a742e98827607221f91","crmLevel":7,"crmLevelSwitch":1,"idStr":"3577178131767316","authorIdStr":"3577178131767316"},"content":"Still got hope since oil price is trending up again.","text":"Still got hope since oil price is trending up again.","html":"Still got hope since oil price is trending up again."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9016128150,"gmtCreate":1649153549894,"gmtModify":1676534459888,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Go get some Twitter stock now...not too late if you have some cash on standby. Never use your emergency fund to buy stock&nbsp; take note","listText":"Go get some Twitter stock now...not too late if you have some cash on standby. Never use your emergency fund to buy stock&nbsp; take note","text":"Go get some Twitter stock now...not too late if you have some cash on standby. Never use your emergency fund to buy stock take note","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016128150","repostId":"2225585478","repostType":4,"repost":{"id":"2225585478","pubTimestamp":1649149417,"share":"https://ttm.financial/m/news/2225585478?lang=&edition=fundamental","pubTime":"2022-04-05 17:03","market":"us","language":"en","title":"Re-Evaluating Twitter After Massive Elon Musk Buy-In","url":"https://stock-news.laohu8.com/highlight/detail?id=2225585478","media":"seekingalpha","summary":"peepo/E+ via Getty ImagesShares of Twitter (NYSE:TWTR) are back in play after billionaire and Tesla ","content":"<html><head></head><body><p></p><p><img src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1313253634/image_1313253634.jpg?io=getty-c-w750\" tg-width=\"750\" tg-height=\"375\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>peepo/E+ via Getty Images</p><p></p><p>Shares of <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (NYSE:TWTR) are back in play after billionaire and Tesla founder Elon Musk disclosed a massive 9.2% stake in the micro-blogging platform yesterday. Despite a large increase in the valuation of Twitter, I believe the firm&#39;s commercial growth is still cheap and the risk profile remains heavily skewed to the upside.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/4/5/saupload_2df5cd4e9dcbe76f0e948a2631ccc59c.png\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p></p><h2><b>Previous position on Twitter</b></h2><p>Months ago, I presented Twitter as a potential investment due to the firm&#39;s undervalued ad business, strong user growth and significant free cash flow generation of the platform. While Twitter may be a controversial investment for some, I do not take political sides and have been focused solely on the firm&#39;s strong platform metrics, especially with respect to average monetizable daily active usage.</p><p>Twitter&#39;s mDAUs soared to 217M in Q4&#39;21 with growth especially pronounced in the platform&#39;s international business. International mDAUs surged 24M in Q4&#39;21, year over year, to a record of 179M. In percentage terms, the international business grew at a 15% year over year rate. While growth is much more modest in the U.S., Twitter is still growing in its domestic market: the micro-blogging platform added 1M new mDAUs to its business in the last quarter, which calculates to a 2% year over year growth rate.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/4/53926820_16491397057597_rId4.png\" tg-width=\"733\" tg-height=\"376\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Twitter</p><p></p><h2><b>Elon Musk&#39;s investment in Twitter is a potential game-changer for the micro-blogging platform</b></h2><p>It was revealed yesterday that Elon Musk acquired a 9.2% stake in Twitter, sending shares of the platform soaring more than 27%. The Tesla chief acquired 73,486,938 shares in the social media company on March 14. The purchase immediately made Elon Musk the single largest shareholder of Twitter and raised speculation as to how &#34;passive&#34; the out-spoken billionaire is going to be. While Elon Musk&#39;s ultimate ambition regarding Twitter is not known, the market has been electrified by the acquisition, which could translate to additional valuation gains. Twitter has often been criticized for violating principles of free speech and a more activist role of Elon Musk could result in some positive change on Twitter&#39;s platform.</p><h2><b>Significant free cash flow value</b></h2><p>The acquisition of a 9.2% stake in Twitter has been a strong catalyst for shares of Twitter so far, but the real value of the social media company is its large user base and potential for material advertising revenue and free cash flow growth in the coming years. Twitter&#39;s free cash flow margins decreased in FY 2021, but this is chiefly due to higher capital expenditures and a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time litigation-related net charge of $766M in the third-quarter. If it wasn&#39;t for the settlement of a shareholder class action lawsuit, Twitter&#39;s free cash flow would have been positive in FY 2021.</p><p>Twitter&#39;s ad business shows a lot of promise as well. The ad business recovered strongly in FY 2021 and total advertising revenues surged 40% year over year to $4.5B. Twitter&#39;s ad revenues in the fourth-quarter soared 22% year over year to $1.41B.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/4/53926820_16491397057597_rId5.png\" tg-width=\"467\" tg-height=\"502\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Twitter</p><p></p><p>I believe Twitter could generate up to $600M in free cash flow in FY 2022 which would calculate to a free cash flow margin of around 10%. Because Twitter already settled its shareholder class action lawsuit in FY 2021, the firm&#39;s free cash flow margins are set to turn positive again in FY 2022.</p><table><tbody><tr><td><p>$ in 000&#39;s</p></td><td><p><b>FY 2018</b></p></td><td><p><b>FY 2019</b></p></td><td><p><b>FY 2020</b></p></td><td><p><b>FY 2021</b></p></td></tr><tr><td><p>Revenues</p></td><td><p>$3,042,359</p></td><td><p>$3,459,329</p></td><td><p>$3,716,349</p></td><td><p>$5,077,482</p></td></tr><tr><td><p>Cash Flow From Operating Activities</p></td><td><p>$1,339,711</p></td><td><p>$1,303,364</p></td><td><p>$992,870</p></td><td><p>$632,689</p></td></tr><tr><td><p>Purchases of PPE</p></td><td><p>-$486,950</p></td><td><p>-$534,530</p></td><td><p>-$864,184</p></td><td><p>-$1,003,084</p></td></tr><tr><td><p>Free Cash Flow</p></td><td><p>$852,761</p></td><td><p>$768,834</p></td><td><p>$128,686</p></td><td><p>-$370,395</p></td></tr><tr><td><p>Free Cash Flow Margin</p></td><td><p>28.0%</p></td><td><p>22.2%</p></td><td><p>3.5%</p></td><td><p>-7.3%</p></td></tr></tbody></table><p>(Source: Author)</p><h2><b>Risks with Twitter</b></h2><p>There are a couple of risks that affect an investment in Twitter. The social media company is growing its user and revenue bases, but there is a risk of new messaging platforms popping up and stealing away users. <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB) reported its first-ever DAU decline last quarter and the stock reacted sensitively to this announcement. Should Twitter also start to lose users to other platforms, shares of Twitter may be up for a major revaluation.</p><p>Another risk I see is slowing platform revenue and free cash flow growth. Twitter&#39;s revenues soared 22% in the last quarter to $1.57B, but if revenue growth slowed, Twitter&#39;s valuation could come under increasing pressure.</p><h2><b>Final thoughts</b></h2><p>Elon Musk&#39;s engagement with Twitter is a potentially big deal for investors if he turned activist or increased his investment in the social media company.. which I believe is not out of the question. While Tesla&#39;s founder has said that he sees his stake in the micro-blogging platform as a passive investment, it won&#39;t take much for him to get more actively involved in Twitter&#39;s business. Besides Elon Musk&#39;s investment, the best reasons to buy Twitter are possibly the firm&#39;s strongly growing ad business as well as the firm&#39;s material free cash flow ramp that I expect for FY 2022!</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>Re-Evaluating Twitter After Massive Elon Musk Buy-In</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\">\nRe-Evaluating Twitter After Massive Elon Musk Buy-In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-05 17:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499792-reevaluating-twitter-after-elon-musk-buy-in><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>peepo/E+ via Getty ImagesShares of Twitter (NYSE:TWTR) are back in play after billionaire and Tesla founder Elon Musk disclosed a massive 9.2% stake in the micro-blogging platform yesterday. Despite a...</p>\n\n<a href=\"https://seekingalpha.com/article/4499792-reevaluating-twitter-after-elon-musk-buy-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓"},"source_url":"https://seekingalpha.com/article/4499792-reevaluating-twitter-after-elon-musk-buy-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225585478","content_text":"peepo/E+ via Getty ImagesShares of Twitter (NYSE:TWTR) are back in play after billionaire and Tesla founder Elon Musk disclosed a massive 9.2% stake in the micro-blogging platform yesterday. Despite a large increase in the valuation of Twitter, I believe the firm's commercial growth is still cheap and the risk profile remains heavily skewed to the upside.Data by YChartsPrevious position on TwitterMonths ago, I presented Twitter as a potential investment due to the firm's undervalued ad business, strong user growth and significant free cash flow generation of the platform. While Twitter may be a controversial investment for some, I do not take political sides and have been focused solely on the firm's strong platform metrics, especially with respect to average monetizable daily active usage.Twitter's mDAUs soared to 217M in Q4'21 with growth especially pronounced in the platform's international business. International mDAUs surged 24M in Q4'21, year over year, to a record of 179M. In percentage terms, the international business grew at a 15% year over year rate. While growth is much more modest in the U.S., Twitter is still growing in its domestic market: the micro-blogging platform added 1M new mDAUs to its business in the last quarter, which calculates to a 2% year over year growth rate.TwitterElon Musk's investment in Twitter is a potential game-changer for the micro-blogging platformIt was revealed yesterday that Elon Musk acquired a 9.2% stake in Twitter, sending shares of the platform soaring more than 27%. The Tesla chief acquired 73,486,938 shares in the social media company on March 14. The purchase immediately made Elon Musk the single largest shareholder of Twitter and raised speculation as to how \"passive\" the out-spoken billionaire is going to be. While Elon Musk's ultimate ambition regarding Twitter is not known, the market has been electrified by the acquisition, which could translate to additional valuation gains. Twitter has often been criticized for violating principles of free speech and a more activist role of Elon Musk could result in some positive change on Twitter's platform.Significant free cash flow valueThe acquisition of a 9.2% stake in Twitter has been a strong catalyst for shares of Twitter so far, but the real value of the social media company is its large user base and potential for material advertising revenue and free cash flow growth in the coming years. Twitter's free cash flow margins decreased in FY 2021, but this is chiefly due to higher capital expenditures and a one-time litigation-related net charge of $766M in the third-quarter. If it wasn't for the settlement of a shareholder class action lawsuit, Twitter's free cash flow would have been positive in FY 2021.Twitter's ad business shows a lot of promise as well. The ad business recovered strongly in FY 2021 and total advertising revenues surged 40% year over year to $4.5B. Twitter's ad revenues in the fourth-quarter soared 22% year over year to $1.41B.TwitterI believe Twitter could generate up to $600M in free cash flow in FY 2022 which would calculate to a free cash flow margin of around 10%. Because Twitter already settled its shareholder class action lawsuit in FY 2021, the firm's free cash flow margins are set to turn positive again in FY 2022.$ in 000'sFY 2018FY 2019FY 2020FY 2021Revenues$3,042,359$3,459,329$3,716,349$5,077,482Cash Flow From Operating Activities$1,339,711$1,303,364$992,870$632,689Purchases of PPE-$486,950-$534,530-$864,184-$1,003,084Free Cash Flow$852,761$768,834$128,686-$370,395Free Cash Flow Margin28.0%22.2%3.5%-7.3%(Source: Author)Risks with TwitterThere are a couple of risks that affect an investment in Twitter. The social media company is growing its user and revenue bases, but there is a risk of new messaging platforms popping up and stealing away users. Meta Platforms (FB) reported its first-ever DAU decline last quarter and the stock reacted sensitively to this announcement. Should Twitter also start to lose users to other platforms, shares of Twitter may be up for a major revaluation.Another risk I see is slowing platform revenue and free cash flow growth. Twitter's revenues soared 22% in the last quarter to $1.57B, but if revenue growth slowed, Twitter's valuation could come under increasing pressure.Final thoughtsElon Musk's engagement with Twitter is a potentially big deal for investors if he turned activist or increased his investment in the social media company.. which I believe is not out of the question. While Tesla's founder has said that he sees his stake in the micro-blogging platform as a passive investment, it won't take much for him to get more actively involved in Twitter's business. Besides Elon Musk's investment, the best reasons to buy Twitter are possibly the firm's strongly growing ad business as well as the firm's material free cash flow ramp that I expect for FY 2022!","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957065587,"gmtCreate":1676786966650,"gmtModify":1676786970729,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"U can't make profit too during holiday","listText":"U can't make profit too during holiday","text":"U can't make profit too during holiday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957065587","repostId":"1100725481","repostType":4,"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929264657,"gmtCreate":1670682484580,"gmtModify":1676538416414,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Watch and adjust accordingly&nbsp;","listText":"Watch and adjust accordingly&nbsp;","text":"Watch and adjust accordingly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9929264657","repostId":"2290225643","repostType":4,"repost":{"id":"2290225643","pubTimestamp":1670625045,"share":"https://ttm.financial/m/news/2290225643?lang=&edition=fundamental","pubTime":"2022-12-10 06:30","market":"us","language":"en","title":"5 Things to Watch When the Fed Makes Its Interest-Rate Decision","url":"https://stock-news.laohu8.com/highlight/detail?id=2290225643","media":"MarketWatch","summary":"Press conference 'should be a doozy'Federal Reserve Chairman Jerome Powell participates in a questio","content":"<html><head></head><body><p>Press conference &#39;should be a doozy&#39;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aad22a8da050c6b90f85a45e5aaeff1f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Federal Reserve Chairman Jerome Powell participates in a question-and-answer session after speaking at the Brookings Institute on Nov. 30.</span></p><p>During the Federal Reserve&#39;s last battle with high inflation in the 1970s and 1980s, Fed officials didn&#39;t talk much at all publicly. When pressed for information on Capitol Hill about the outlook for the economy and interest rates, former Fed Chairman Paul Volcker would disappear behind a thickening cloud of cigar smoke. (Smoking was allowed at hearings in those days.)</p><p>Forty years later, there will be no ashtrays in sight when Fed Chairman Jerome Powell holds a post-meeting news conference. And investors and economists are going to get a slew of information, not just smoke, from the central bank.</p><p>&#34;After the Fed meeting, it&#39;s going to be like information overload,&#34; said Ryan Sweet, chief U.S. economist at Oxford Economics, in an interview.</p><p>In general, economists expect a hawkish Powell Wednesday.</p><p>Financial conditions have eased since the Fed&#39;s November meeting, which doesn&#39;t help dampen inflation.</p><p>The yield on the 10-year Treasury note  has fallen sharply to 3.49% from 4.21% just after the Fed&#39;s previous policy meeting. The S&amp;P 500 stock-market index  also has gained ground.</p><p><img src=\"https://static.tigerbbs.com/2dbe91cc028bcb156663a9fa874ebf40\" tg-width=\"948\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p>&#34;This has been a struggle for this FOMC the whole year,&#34; said Jan Groen, chief U.S. macro strategist at TD Securities, in an interview.</p><p>&#34;Powell had to come out at Jackson Hole with a big speech and we had this super hawkish press conference in November. And then again, they lost control of it. So I think, again, he has to do something similar,&#34; Groen said.</p><p>Here&#39;s a look at what experts will be watching for when the Fed concludes the two-day meeting on Wednesday.</p><h2>Slowing down the pace of rate hikes</h2><p>The Fed is widely expected to slow to to raise its benchmark rate by a half percentage point, a slower pace than the four 0.75 point rate hikes seen since June. This will bring the Fed&#39;s benchmark rate to a range of 4.25%-4.5%.</p><p>While some economists argued that the strong November jobs report put a 0.75 point hike back on the table, most don&#39;t agree. &#34;For all intents and purposes, that ship sailed at the November FOMC meeting ,&#34; said Tim Duy, economist at SGH Macro Advisors. &#34;A June-like adjustment isn&#39;t happening here,&#34; he added, referring to the Fed&#39;s surprising last-minute decision to engineer the first 0.75 percentage point hike.</p><h2>Signaling more hikes to come</h2><p>To keep from sounding dovish with the slower rate hikes, Powell and the Fed will highlight again that rates need to go higher.</p><p>Economists said the Fed will retain a key phrase from the November statement that the central bankers expected &#34;ongoing increases&#34; in the benchmark interest rate.</p><p>Ellen Zentner, chief U.S. economist at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>, argued the Fed might change the wording to &#34;some further increase&#34; in the benchmark rate will be appropriate in order to give the Fed flexibility.</p><p>Avery Shenfeld, chief economist of CIBC World Markets, thinks that it is premature for the Fed to soften the wording.</p><p>&#34;When you still have another 50 basis points to go that you&#39;re pretty sure you&#39;re going to do and you might have to do more than that, you&#39;re not going to change the wording,&#34; said Shenfeld, in an interview.</p><p>Shenfeld thinks the Fed can stop hiking at 5% and hold until 2024.</p><h2>How high will rates go and how long will they stay there?</h2><p>In the last &#34;dot plot&#34; in September, the Fed forecast that the top end of its benchmark rate would have a top out at 4.75%.  Groen of TD Securities says the Fed&#39;s new dot plot will push up the terminal rate up, but only slightly to 5%.</p><p>In order to move the median higher, there has to be a really big move in the distribution of the dots, Groen said.</p><p>The key for markets is how many Fed officials pencil in their dot above 5%, Groen said.  In September, no Fed officials projected the terminal rate above 5%.</p><p>Some economists think the Fed might push up the high end of the terminal range to 5.25%.</p><p>In order to try to underline that it intends to hold rates at a high level, the Fed will project no rate cuts in 2023, economists said.</p><h2>More pain on the table</h2><p>With the Fed projecting higher interest rates, economists expect the Fed forecast to reflect more pain for the economy.</p><p>&#34;From 2023-2025, we expect that GDP growth will be revised lower, the unemployment rate will be revised higher and inflation will also be revised lower,&#34; said economists at Bank of America, in a note to clients.</p><p>In September, the Fed projected the unemployment rate would rise to 4.4% in 2023 before slowly coming down. The unemployment rate was 3.7% in November.</p><p>The market needs to see a forecast of softer inflation but not a deep recession, Shenfeld said.</p><p>The market is thinking that inflation is going to come down quickly and that growth will also thinking that the economy will be so weak the Fed will have to come to the rescue, Shenfeld said.</p><h2>Press conference</h2><p>With so many uncertainties facing the Fed, &#34;the press conference is likely to be a doozy,&#34; said Dan North, senior economist at trade credit insurer Allianz Trade North America.</p><p>&#34;The statement is carefully prepared, carefully worded. In the press conference, it is where Powell might reveal more about what the thinking is and therefore might  reveal more about the future path of tightening might be and when there might eventually be a stop and a pivot.&#34;</p><p>&#34;We&#39;re at the precipice now,&#34; with the Fed perhaps not far from stopping, he added.</p><p>One way to measure Powell&#39;s hawkishness is how he talks about the risk of overtightening.</p><p>At his press conference in November,  Powell said that if the Fed were to overtighten, &#34;we could use our tools to support the economy.&#34;</p><p>Then markets took a dovish signal from Powell&#39;s comment a week ago that the central bank didn&#39;t want to overtighten.</p><p>&#34;We should expect a more austere tone in December,&#34; said Krishna Guha, vice chairman of Evercore ISI, in a note to clients.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Things to Watch When the Fed Makes Its Interest-Rate Decision</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Things to Watch When the Fed Makes Its Interest-Rate Decision\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-10 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/5-things-to-watch-when-the-fed-makes-its-interest-rate-decision-11670573115?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Press conference 'should be a doozy'Federal Reserve Chairman Jerome Powell participates in a question-and-answer session after speaking at the Brookings Institute on Nov. 30.During the Federal Reserve...</p>\n\n<a href=\"https://www.marketwatch.com/story/5-things-to-watch-when-the-fed-makes-its-interest-rate-decision-11670573115?mod=home-page\">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.marketwatch.com/story/5-things-to-watch-when-the-fed-makes-its-interest-rate-decision-11670573115?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290225643","content_text":"Press conference 'should be a doozy'Federal Reserve Chairman Jerome Powell participates in a question-and-answer session after speaking at the Brookings Institute on Nov. 30.During the Federal Reserve's last battle with high inflation in the 1970s and 1980s, Fed officials didn't talk much at all publicly. When pressed for information on Capitol Hill about the outlook for the economy and interest rates, former Fed Chairman Paul Volcker would disappear behind a thickening cloud of cigar smoke. (Smoking was allowed at hearings in those days.)Forty years later, there will be no ashtrays in sight when Fed Chairman Jerome Powell holds a post-meeting news conference. And investors and economists are going to get a slew of information, not just smoke, from the central bank.\"After the Fed meeting, it's going to be like information overload,\" said Ryan Sweet, chief U.S. economist at Oxford Economics, in an interview.In general, economists expect a hawkish Powell Wednesday.Financial conditions have eased since the Fed's November meeting, which doesn't help dampen inflation.The yield on the 10-year Treasury note  has fallen sharply to 3.49% from 4.21% just after the Fed's previous policy meeting. The S&P 500 stock-market index  also has gained ground.\"This has been a struggle for this FOMC the whole year,\" said Jan Groen, chief U.S. macro strategist at TD Securities, in an interview.\"Powell had to come out at Jackson Hole with a big speech and we had this super hawkish press conference in November. And then again, they lost control of it. So I think, again, he has to do something similar,\" Groen said.Here's a look at what experts will be watching for when the Fed concludes the two-day meeting on Wednesday.Slowing down the pace of rate hikesThe Fed is widely expected to slow to to raise its benchmark rate by a half percentage point, a slower pace than the four 0.75 point rate hikes seen since June. This will bring the Fed's benchmark rate to a range of 4.25%-4.5%.While some economists argued that the strong November jobs report put a 0.75 point hike back on the table, most don't agree. \"For all intents and purposes, that ship sailed at the November FOMC meeting ,\" said Tim Duy, economist at SGH Macro Advisors. \"A June-like adjustment isn't happening here,\" he added, referring to the Fed's surprising last-minute decision to engineer the first 0.75 percentage point hike.Signaling more hikes to comeTo keep from sounding dovish with the slower rate hikes, Powell and the Fed will highlight again that rates need to go higher.Economists said the Fed will retain a key phrase from the November statement that the central bankers expected \"ongoing increases\" in the benchmark interest rate.Ellen Zentner, chief U.S. economist at Morgan Stanley, argued the Fed might change the wording to \"some further increase\" in the benchmark rate will be appropriate in order to give the Fed flexibility.Avery Shenfeld, chief economist of CIBC World Markets, thinks that it is premature for the Fed to soften the wording.\"When you still have another 50 basis points to go that you're pretty sure you're going to do and you might have to do more than that, you're not going to change the wording,\" said Shenfeld, in an interview.Shenfeld thinks the Fed can stop hiking at 5% and hold until 2024.How high will rates go and how long will they stay there?In the last \"dot plot\" in September, the Fed forecast that the top end of its benchmark rate would have a top out at 4.75%.  Groen of TD Securities says the Fed's new dot plot will push up the terminal rate up, but only slightly to 5%.In order to move the median higher, there has to be a really big move in the distribution of the dots, Groen said.The key for markets is how many Fed officials pencil in their dot above 5%, Groen said.  In September, no Fed officials projected the terminal rate above 5%.Some economists think the Fed might push up the high end of the terminal range to 5.25%.In order to try to underline that it intends to hold rates at a high level, the Fed will project no rate cuts in 2023, economists said.More pain on the tableWith the Fed projecting higher interest rates, economists expect the Fed forecast to reflect more pain for the economy.\"From 2023-2025, we expect that GDP growth will be revised lower, the unemployment rate will be revised higher and inflation will also be revised lower,\" said economists at Bank of America, in a note to clients.In September, the Fed projected the unemployment rate would rise to 4.4% in 2023 before slowly coming down. The unemployment rate was 3.7% in November.The market needs to see a forecast of softer inflation but not a deep recession, Shenfeld said.The market is thinking that inflation is going to come down quickly and that growth will also thinking that the economy will be so weak the Fed will have to come to the rescue, Shenfeld said.Press conferenceWith so many uncertainties facing the Fed, \"the press conference is likely to be a doozy,\" said Dan North, senior economist at trade credit insurer Allianz Trade North America.\"The statement is carefully prepared, carefully worded. In the press conference, it is where Powell might reveal more about what the thinking is and therefore might  reveal more about the future path of tightening might be and when there might eventually be a stop and a pivot.\"\"We're at the precipice now,\" with the Fed perhaps not far from stopping, he added.One way to measure Powell's hawkishness is how he talks about the risk of overtightening.At his press conference in November,  Powell said that if the Fed were to overtighten, \"we could use our tools to support the economy.\"Then markets took a dovish signal from Powell's comment a week ago that the central bank didn't want to overtighten.\"We should expect a more austere tone in December,\" said Krishna Guha, vice chairman of Evercore ISI, in a note to clients.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889910738,"gmtCreate":1631101880324,"gmtModify":1676530467574,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"If the next iPhone beats the current iPhone 12, then consumers would likely to support to buy.","listText":"If the next iPhone beats the current iPhone 12, then consumers would likely to support to buy.","text":"If the next iPhone beats the current iPhone 12, then consumers would likely to support to buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/889910738","repostId":"2165360472","repostType":4,"repost":{"id":"2165360472","pubTimestamp":1631100780,"share":"https://ttm.financial/m/news/2165360472?lang=&edition=fundamental","pubTime":"2021-09-08 19:33","market":"us","language":"en","title":"Is It Too Late to Buy Apple Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2165360472","media":"Motley Fool","summary":"The tech giant has generated explosive gains over the past two decades.","content":"<p><b>Apple</b>'s (NASDAQ:AAPL) stock rallied roughly 48,660% over the past 20 years and recently hit a new all-time high. Once dismissed as an also-ran of the tech sector, Apple's introductions of the iPod, iPhone, and iPad under Steve Jobs turned it into <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world's most valuable tech companies.</p>\n<p>After Jobs passed away in 2011, Apple continued to evolve under Tim Cook with new iPhones, fresh hardware devices like the Apple Watch, and the expansion of its software and services ecosystem. Apple also reinstated its dividend, initiated aggressive buybacks, and invested in next-gen technologies like augmented reality and connected vehicles.</p>\n<p>Apple became a trillion-dollar company in 2018 and a $2 trillion company last year. But after those massive long-term gains, investors who don't already own Apple might be wondering if it's too late to buy the stock. Let's examine the bearish and bullish cases for Apple to decide.</p>\n<p><img src=\"https://static.tigerbbs.com/cc0db7aae99872ee508b75351882fff1\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Apple.</p>\n<p><b>Why it might be too late to buy Apple</b></p>\n<p>The bears often cite Apple's dependence on the iPhone, which generated 54% of its revenue in the first nine months of fiscal 2021, as its main weakness. Apple's iPhone sales rose this year as more users bought its first lineup of 5G iPhones, but that growth will likely decelerate next year as fewer consumers consider the iPhone 13 to be a crucial upgrade. Intense competition and the commoditization of the smartphone market also remain major long-term threats to Apple's biggest business.</p>\n<p>It's unclear if Apple will ever deliver another revolutionary product like the iPhone, and the lack of clarity regarding its future plans is worrisome.</p>\n<p>Another soft spot is Apple's dependence on China, which accounted for 19% of its revenue in the first nine months of the year. China is Apple's fastest-growing market, but it's also a minefield of unpredictable regulations, tariffs, and nationalism-driven boycotts. If the ongoing trade and tech tensions between the U.S. and China escalate, Apple could be an easy target for retaliatory regulations, taxes, or bans.</p>\n<p>The bears will also point out that Apple has grown too dependent on buybacks in recent years. It spent $82.4 billion on buybacks over the past 12 months, and even funded some of those purchases with fresh debt. Apple could arguably have spent more of that cash on investments and acquisitions to diversify its business away from the iPhone.</p>\n<p>Lastly, Apple's expansion of its services ecosystem faces significant long-term challenges. Its App Store faces pressure to lower its fees, while many of its new subscription services (Apple TV+, Apple Music, and Apple Arcade) are likely operating at losses to lock in more users.</p>\n<p><b>Why it might not be too late to buy Apple</b></p>\n<p>The bulls believe Apple's iPhones will continue to lock in consumers with their prisoner-taking software ecosystems, and that the device's sales -- while cyclical -- will remain stable over the long term.</p>\n<p><img src=\"https://static.tigerbbs.com/2f0193c46e290e13c95a5514f952d998\" tg-width=\"700\" tg-height=\"451\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Apple.</p>\n<p>Apple also isn't sitting still as it milks the iPhone dry. It's reportedly developing augmented reality devices, an electric vehicle, and other new services to expand beyond single hardware platforms.</p>\n<p>As for China, the bulls believe Apple will make concessions (likely in terms of censorship and data protection) to remain in the government's good graces, and that its symbiotic relationship with China through<b> Foxconn</b> (OTC:FXCNF) -- the country's largest private employer&nbsp;-- will shield it from retaliatory regulations.</p>\n<p>The bulls will point out that while Apple spends a lot of cash on buybacks, it was still sitting on $193.6 billion in cash, cash equivalents, and marketable securities last quarter -- which gives it plenty of room for future acquisitions. Furthermore, it only issued new debt because interest rates were so low.</p>\n<p>As for the expansion of its ecosystem, Apple can offset the losses at its newer subscription services, which now serve more than 700 million subscribers worldwide, with its higher-margin App Store revenue -- even if certain developers and regulators pressure it to lower its 15%-30% cut. Locking in more subscribers also tethers them more tightly to the iPhone and its other hardware devices.</p>\n<p>Lastly, Apple's stock is still reasonably valued. Analysts expect its revenue and earnings to rise 33% and 70%, respectively, this year, followed by more modest growth next year as it laps the launch of the iPhone 12. The stock trades at 27 times forward earnings and seven times next year's sales.</p>\n<p><b>It's still a great long-term investment</b></p>\n<p>I traded in and out of Apple for years before buying a long-term position in early 2018. If I had simply bought and held Apple instead of trading it before then, I'd be sitting on much bigger gains.</p>\n<p>Therefore, I believe Apple is still a great long-term investment, and it still isn't too late to buy the stock. It probably won't replicate its gains from the past two decades over the next 20 years, but its core businesses remain strong, its brand inspires fierce loyalty, and it has plenty of cash to fund its future expansion plans beyond the iPhone.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy Apple 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\">\nIs It Too Late to Buy Apple Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 19:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/08/is-it-too-late-to-buy-apple-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's (NASDAQ:AAPL) stock rallied roughly 48,660% over the past 20 years and recently hit a new all-time high. Once dismissed as an also-ran of the tech sector, Apple's introductions of the iPod, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/08/is-it-too-late-to-buy-apple-stock/\">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/2021/09/08/is-it-too-late-to-buy-apple-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165360472","content_text":"Apple's (NASDAQ:AAPL) stock rallied roughly 48,660% over the past 20 years and recently hit a new all-time high. Once dismissed as an also-ran of the tech sector, Apple's introductions of the iPod, iPhone, and iPad under Steve Jobs turned it into one of the world's most valuable tech companies.\nAfter Jobs passed away in 2011, Apple continued to evolve under Tim Cook with new iPhones, fresh hardware devices like the Apple Watch, and the expansion of its software and services ecosystem. Apple also reinstated its dividend, initiated aggressive buybacks, and invested in next-gen technologies like augmented reality and connected vehicles.\nApple became a trillion-dollar company in 2018 and a $2 trillion company last year. But after those massive long-term gains, investors who don't already own Apple might be wondering if it's too late to buy the stock. Let's examine the bearish and bullish cases for Apple to decide.\n\nImage source: Apple.\nWhy it might be too late to buy Apple\nThe bears often cite Apple's dependence on the iPhone, which generated 54% of its revenue in the first nine months of fiscal 2021, as its main weakness. Apple's iPhone sales rose this year as more users bought its first lineup of 5G iPhones, but that growth will likely decelerate next year as fewer consumers consider the iPhone 13 to be a crucial upgrade. Intense competition and the commoditization of the smartphone market also remain major long-term threats to Apple's biggest business.\nIt's unclear if Apple will ever deliver another revolutionary product like the iPhone, and the lack of clarity regarding its future plans is worrisome.\nAnother soft spot is Apple's dependence on China, which accounted for 19% of its revenue in the first nine months of the year. China is Apple's fastest-growing market, but it's also a minefield of unpredictable regulations, tariffs, and nationalism-driven boycotts. If the ongoing trade and tech tensions between the U.S. and China escalate, Apple could be an easy target for retaliatory regulations, taxes, or bans.\nThe bears will also point out that Apple has grown too dependent on buybacks in recent years. It spent $82.4 billion on buybacks over the past 12 months, and even funded some of those purchases with fresh debt. Apple could arguably have spent more of that cash on investments and acquisitions to diversify its business away from the iPhone.\nLastly, Apple's expansion of its services ecosystem faces significant long-term challenges. Its App Store faces pressure to lower its fees, while many of its new subscription services (Apple TV+, Apple Music, and Apple Arcade) are likely operating at losses to lock in more users.\nWhy it might not be too late to buy Apple\nThe bulls believe Apple's iPhones will continue to lock in consumers with their prisoner-taking software ecosystems, and that the device's sales -- while cyclical -- will remain stable over the long term.\n\nImage source: Apple.\nApple also isn't sitting still as it milks the iPhone dry. It's reportedly developing augmented reality devices, an electric vehicle, and other new services to expand beyond single hardware platforms.\nAs for China, the bulls believe Apple will make concessions (likely in terms of censorship and data protection) to remain in the government's good graces, and that its symbiotic relationship with China through Foxconn (OTC:FXCNF) -- the country's largest private employer -- will shield it from retaliatory regulations.\nThe bulls will point out that while Apple spends a lot of cash on buybacks, it was still sitting on $193.6 billion in cash, cash equivalents, and marketable securities last quarter -- which gives it plenty of room for future acquisitions. Furthermore, it only issued new debt because interest rates were so low.\nAs for the expansion of its ecosystem, Apple can offset the losses at its newer subscription services, which now serve more than 700 million subscribers worldwide, with its higher-margin App Store revenue -- even if certain developers and regulators pressure it to lower its 15%-30% cut. Locking in more subscribers also tethers them more tightly to the iPhone and its other hardware devices.\nLastly, Apple's stock is still reasonably valued. Analysts expect its revenue and earnings to rise 33% and 70%, respectively, this year, followed by more modest growth next year as it laps the launch of the iPhone 12. The stock trades at 27 times forward earnings and seven times next year's sales.\nIt's still a great long-term investment\nI traded in and out of Apple for years before buying a long-term position in early 2018. If I had simply bought and held Apple instead of trading it before then, I'd be sitting on much bigger gains.\nTherefore, I believe Apple is still a great long-term investment, and it still isn't too late to buy the stock. It probably won't replicate its gains from the past two decades over the next 20 years, but its core businesses remain strong, its brand inspires fierce loyalty, and it has plenty of cash to fund its future expansion plans beyond the iPhone.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035653340,"gmtCreate":1647590712402,"gmtModify":1676534248305,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"With the COVID-19 situation in China now, all the EV are badly hit especially NIO...it will take time to recover and raise the stock price...I just have to bite the bullets and wait for NIO to rise above&nbsp;","listText":"With the COVID-19 situation in China now, all the EV are badly hit especially NIO...it will take time to recover and raise the stock price...I just have to bite the bullets and wait for NIO to rise above&nbsp;","text":"With the COVID-19 situation in China now, all the EV are badly hit especially NIO...it will take time to recover and raise the stock price...I just have to bite the bullets and wait for NIO to rise above","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035653340","repostId":"2220742835","repostType":4,"repost":{"id":"2220742835","pubTimestamp":1647590148,"share":"https://ttm.financial/m/news/2220742835?lang=&edition=fundamental","pubTime":"2022-03-18 15:55","market":"us","language":"en","title":"Nio Shares Have Been Hammered This Year. Should You Buy the Dip?","url":"https://stock-news.laohu8.com/highlight/detail?id=2220742835","media":"seekingalpha","summary":"Nio (NYSE:NIO) has seen its stock slide 53% since January, despite having five EV models on the mark","content":"<html><head></head><body><p>Nio (NYSE:NIO) has seen its stock slide 53% since January, despite having five EV models on the market and a new Hong Kong listing to help stoke investment. Should investors buy the dip?</p><p>Founded in 2014, NIO has focused on manufacturing premium EVs for the Chinese market. The company currently offers five EV models and plans to begin delivery of its new premium smart electric sedan, the ET7, this month.</p><p>Based in China, the company held its initial public offering on the NYSE in 2018, raising around $1B.</p><h2><b>EV stocks have been hammered</b></h2><p>Shares of NIO have tumbled 53% since the beginning of January. This is part of a larger slide in broader EV space. Shares of industry player Rivian (RIVN) have plunged 64%, while Lucid (LCID) shares have tumbled 42%, Fisker (FSR) 33% and Tesla (TSLA) 24%.</p><p>Other Chinese EV makers suffered severe selling as well. Li (LI) shares have sunk 39% this year, while XPeng (XPEV) has dropped 58%. The sector has been pulled down in part by ongoing concerns that some Chinese companies might be forced to delist from US market due to increased regulatory scrutiny.</p><p>In comparison, the S&amp;P 500 Index has slid 11% since the beginning of the year.</p><p>Nio’s stock also wasn’t helped by its recent delivery report. On March 1, NIO reported that February deliveries rose 10% year-over-year to 6,131 vehicles, but were down 36% month-over-month.</p><h2><b>Is NIO a Buy?</b></h2><p>Wall Street analysts, on average, rate NIO as a Buy. Of the 25 analysts tracked by Seeking Alpha, 12 rated the stock a Strong Buy, 9 a Buy, 4 a Hold and none a sell. SA authors, on average, also rate the stock a Buy.</p><p>On the flip side, SA’s Quant Ratings see the stock as a Sell. While NIO earned a B- for growth and a C+ for revisions, it also received a D for profitability, a D- for momentum, and an F for valuation.</p><p>However, the landscape might be changing for Chinese stocks. Investors received some good news earlier this week when Beijing said it was supportive of domestic companies listing abroad, thereby allaying fears that companies like NIO might be forced to delist down the road.</p><p>NIO analysts have taken a largely favorable view of the company’s decision to conduct a secondary listing on the Hong Kong exchange. NIO listed the shares through a process called “way of introduction,” whereby shares are offered by existing shareholders and involve no additional financing or the issuing of new shares. The shares began trading on March 10 and are fully fungible with ADSs listed on the NYSE.</p><p>“We expect the Hong Kong listing to provide NIO with an extra financing channel that could be considered in terms of hedging geopolitical risks,” wrote BofA Securities analysts in a note dated Feb. 28. “We maintain our neutral rating as NIO’s model launch pipeline seems to be well expected by the market.”</p><p>Bernstein analysts also viewed the listing as a positive development.</p><p>“We see NIO’s listing in HK as a relief to the delisting risk concerning ADRs on American Exchanges,” wrote the analysts, who have a Market Perform rating on the stock with a price target of $40. “The downside of a secondary listing is that the company is restricted from raising fresh capital or issuing new shares in the next six months.”</p><p>However, Bernstein analysts also expressed concern about NIO facing increased competition in the EV market.</p><p>“We are impressed by NIO’s user-centric offerings and battery swapping technology, but we have reservations regarding the potential sales volume it can generate with competition intensifying in the premium segment,” wrote the analysts. “We are also worried that NIO will not be able to maintain its differentiation on customer experience as it moves down the price ladder.”</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 Shares Have Been Hammered This Year. Should You Buy the Dip?</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 Shares Have Been Hammered This Year. Should You Buy the Dip?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 15:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3814639-nios-shares-have-been-hammered-this-year-should-you-buy-the-dip><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NYSE:NIO) has seen its stock slide 53% since January, despite having five EV models on the market and a new Hong Kong listing to help stoke investment. Should investors buy the dip?Founded in ...</p>\n\n<a href=\"https://seekingalpha.com/news/3814639-nios-shares-have-been-hammered-this-year-should-you-buy-the-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK4555":"新能源车","BK4099":"汽车制造商","BK4509":"腾讯概念","BK4526":"热门中概股","BK4548":"巴美列捷福持仓","BK4531":"中概回港概念","BK4574":"无人驾驶","BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓"},"source_url":"https://seekingalpha.com/news/3814639-nios-shares-have-been-hammered-this-year-should-you-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220742835","content_text":"Nio (NYSE:NIO) has seen its stock slide 53% since January, despite having five EV models on the market and a new Hong Kong listing to help stoke investment. Should investors buy the dip?Founded in 2014, NIO has focused on manufacturing premium EVs for the Chinese market. The company currently offers five EV models and plans to begin delivery of its new premium smart electric sedan, the ET7, this month.Based in China, the company held its initial public offering on the NYSE in 2018, raising around $1B.EV stocks have been hammeredShares of NIO have tumbled 53% since the beginning of January. This is part of a larger slide in broader EV space. Shares of industry player Rivian (RIVN) have plunged 64%, while Lucid (LCID) shares have tumbled 42%, Fisker (FSR) 33% and Tesla (TSLA) 24%.Other Chinese EV makers suffered severe selling as well. Li (LI) shares have sunk 39% this year, while XPeng (XPEV) has dropped 58%. The sector has been pulled down in part by ongoing concerns that some Chinese companies might be forced to delist from US market due to increased regulatory scrutiny.In comparison, the S&P 500 Index has slid 11% since the beginning of the year.Nio’s stock also wasn’t helped by its recent delivery report. On March 1, NIO reported that February deliveries rose 10% year-over-year to 6,131 vehicles, but were down 36% month-over-month.Is NIO a Buy?Wall Street analysts, on average, rate NIO as a Buy. Of the 25 analysts tracked by Seeking Alpha, 12 rated the stock a Strong Buy, 9 a Buy, 4 a Hold and none a sell. SA authors, on average, also rate the stock a Buy.On the flip side, SA’s Quant Ratings see the stock as a Sell. While NIO earned a B- for growth and a C+ for revisions, it also received a D for profitability, a D- for momentum, and an F for valuation.However, the landscape might be changing for Chinese stocks. Investors received some good news earlier this week when Beijing said it was supportive of domestic companies listing abroad, thereby allaying fears that companies like NIO might be forced to delist down the road.NIO analysts have taken a largely favorable view of the company’s decision to conduct a secondary listing on the Hong Kong exchange. NIO listed the shares through a process called “way of introduction,” whereby shares are offered by existing shareholders and involve no additional financing or the issuing of new shares. The shares began trading on March 10 and are fully fungible with ADSs listed on the NYSE.“We expect the Hong Kong listing to provide NIO with an extra financing channel that could be considered in terms of hedging geopolitical risks,” wrote BofA Securities analysts in a note dated Feb. 28. “We maintain our neutral rating as NIO’s model launch pipeline seems to be well expected by the market.”Bernstein analysts also viewed the listing as a positive development.“We see NIO’s listing in HK as a relief to the delisting risk concerning ADRs on American Exchanges,” wrote the analysts, who have a Market Perform rating on the stock with a price target of $40. “The downside of a secondary listing is that the company is restricted from raising fresh capital or issuing new shares in the next six months.”However, Bernstein analysts also expressed concern about NIO facing increased competition in the EV market.“We are impressed by NIO’s user-centric offerings and battery swapping technology, but we have reservations regarding the potential sales volume it can generate with competition intensifying in the premium segment,” wrote the analysts. “We are also worried that NIO will not be able to maintain its differentiation on customer experience as it moves down the price ladder.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000177","authorId":"9000000000000177","name":"jigglyp","avatar":"https://static.tigerbbs.com/81107c0431f248a6c5b526745a8ca6e4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000177","authorIdStr":"9000000000000177"},"content":"So many people are now quarantined at home due to the New Crown epidemic, so it has affected these car companies as well.","text":"So many people are now quarantined at home due to the New Crown epidemic, so it has affected these car companies as well.","html":"So many people are now quarantined at home due to the New Crown epidemic, so it has affected these car companies as well."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899587504,"gmtCreate":1628206748308,"gmtModify":1703503019119,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Some indication to market movement?","listText":"Some indication to market movement?","text":"Some indication to market movement?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/899587504","repostId":"2157456017","repostType":4,"repost":{"id":"2157456017","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1628204156,"share":"https://ttm.financial/m/news/2157456017?lang=&edition=fundamental","pubTime":"2021-08-06 06:55","market":"us","language":"en","title":"Nasdaq, S&P 500, set records as jobless claims decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2157456017","media":"Reuters","summary":"* Nasdaq, S&P 500 close at record highs\n* Layoff at lowest in over 21 years\n* Healthcare and materia","content":"<p>* Nasdaq, S&amp;P 500 close at record highs</p>\n<p>* Layoff at lowest in over 21 years</p>\n<p>* Healthcare and materials sectoral losers on S&amp;P 500</p>\n<p>Aug 5 (Reuters) - The Nasdaq and S&amp;P 500 closed at record levels on Thursday after a spate of strong corporate earnings and a further decline in U.S. unemployment claims last week, as investors weighed concerns of the surge of the Delta variant ahead of Friday's job's report.</p>\n<p>Initial claims for state unemployment benefits fell by 14,000 to 385,000 in the week ended July 31, while layoffs dropped to their lowest level in more than 21 years last month as companies held on to their workers amid a labor shortage, the Labor Department's report showed.</p>\n<p>\"The directional change has continued to be improving in the last few weeks and now it's a new low since beginning the pandemic,\" said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta, Georgia. \"I think that's what (is) kind of leading to some optimism today and earnings to this point have been positive.\"</p>\n<p>Nine of the 11 major S&amp;P 500 sector indexes rose, with healthcare stocks in the red as Cigna Corp slipped 10.9% after predicting a bigger hit to full-year earnings from the pandemic.</p>\n<p>Focus will now shift to the jobs report for July on Friday. Analysts say a disappointing number might raise questions about an economic recovery, but it could also lead the Federal Reserve to remain accommodative.</p>\n<p>Meanwhile, Robinhood Markets Inc tumbled 27.6%, snapping a four-day rally fueled by interest from retail traders.</p>\n<p>ViacomCBS Inc jumped 7.1% as the company said it signed up the highest number of new streaming subscribers in the second quarter, and struck a multi-year deal with Comcast Corp's&nbsp;Sky to launch the Paramount+ streaming service in Europe.</p>\n<p>The Dow Jones Industrial Average rose 271.58 points, or 0.78%, to 35,064.25, the S&amp;P 500 gained 26.44 points, or 0.60%, to 4,429.1 and the Nasdaq Composite added 114.58 points, or 0.78%, to 14,895.12.</p>\n<p>Concerns about the pace of economic growth and higher inflation have pressured the S&amp;P 500 index, but stellar corporate earnings so far have put it on track to end the week higher.</p>\n<p>Fed Vice Chair Richard Clarida, a major architect of the central bank's new policy strategy, said on Wednesday he felt the conditions for raising interest rates could be met by the end of 2022.</p>\n<p>Volume on U.S. exchanges was 8.86 billion shares, compared with the 9.63 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.06-to-1 ratio; on Nasdaq, a 2.26-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 52 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 111 new highs and 103 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq, S&P 500, set records as jobless claims decline</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\">\nNasdaq, S&P 500, set records as jobless claims decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-06 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Nasdaq, S&amp;P 500 close at record highs</p>\n<p>* Layoff at lowest in over 21 years</p>\n<p>* Healthcare and materials sectoral losers on S&amp;P 500</p>\n<p>Aug 5 (Reuters) - The Nasdaq and S&amp;P 500 closed at record levels on Thursday after a spate of strong corporate earnings and a further decline in U.S. unemployment claims last week, as investors weighed concerns of the surge of the Delta variant ahead of Friday's job's report.</p>\n<p>Initial claims for state unemployment benefits fell by 14,000 to 385,000 in the week ended July 31, while layoffs dropped to their lowest level in more than 21 years last month as companies held on to their workers amid a labor shortage, the Labor Department's report showed.</p>\n<p>\"The directional change has continued to be improving in the last few weeks and now it's a new low since beginning the pandemic,\" said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta, Georgia. \"I think that's what (is) kind of leading to some optimism today and earnings to this point have been positive.\"</p>\n<p>Nine of the 11 major S&amp;P 500 sector indexes rose, with healthcare stocks in the red as Cigna Corp slipped 10.9% after predicting a bigger hit to full-year earnings from the pandemic.</p>\n<p>Focus will now shift to the jobs report for July on Friday. Analysts say a disappointing number might raise questions about an economic recovery, but it could also lead the Federal Reserve to remain accommodative.</p>\n<p>Meanwhile, Robinhood Markets Inc tumbled 27.6%, snapping a four-day rally fueled by interest from retail traders.</p>\n<p>ViacomCBS Inc jumped 7.1% as the company said it signed up the highest number of new streaming subscribers in the second quarter, and struck a multi-year deal with Comcast Corp's&nbsp;Sky to launch the Paramount+ streaming service in Europe.</p>\n<p>The Dow Jones Industrial Average rose 271.58 points, or 0.78%, to 35,064.25, the S&amp;P 500 gained 26.44 points, or 0.60%, to 4,429.1 and the Nasdaq Composite added 114.58 points, or 0.78%, to 14,895.12.</p>\n<p>Concerns about the pace of economic growth and higher inflation have pressured the S&amp;P 500 index, but stellar corporate earnings so far have put it on track to end the week higher.</p>\n<p>Fed Vice Chair Richard Clarida, a major architect of the central bank's new policy strategy, said on Wednesday he felt the conditions for raising interest rates could be met by the end of 2022.</p>\n<p>Volume on U.S. exchanges was 8.86 billion shares, compared with the 9.63 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.06-to-1 ratio; on Nasdaq, a 2.26-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 52 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 111 new highs and 103 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","OEX":"标普100",".DJI":"道琼斯","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","HOOD":"Robinhood",".IXIC":"NASDAQ Composite","CI":"信诺保险","SPY":"标普500ETF","CMCSA":"康卡斯特","SPXU":"三倍做空标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157456017","content_text":"* Nasdaq, S&P 500 close at record highs\n* Layoff at lowest in over 21 years\n* Healthcare and materials sectoral losers on S&P 500\nAug 5 (Reuters) - The Nasdaq and S&P 500 closed at record levels on Thursday after a spate of strong corporate earnings and a further decline in U.S. unemployment claims last week, as investors weighed concerns of the surge of the Delta variant ahead of Friday's job's report.\nInitial claims for state unemployment benefits fell by 14,000 to 385,000 in the week ended July 31, while layoffs dropped to their lowest level in more than 21 years last month as companies held on to their workers amid a labor shortage, the Labor Department's report showed.\n\"The directional change has continued to be improving in the last few weeks and now it's a new low since beginning the pandemic,\" said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta, Georgia. \"I think that's what (is) kind of leading to some optimism today and earnings to this point have been positive.\"\nNine of the 11 major S&P 500 sector indexes rose, with healthcare stocks in the red as Cigna Corp slipped 10.9% after predicting a bigger hit to full-year earnings from the pandemic.\nFocus will now shift to the jobs report for July on Friday. Analysts say a disappointing number might raise questions about an economic recovery, but it could also lead the Federal Reserve to remain accommodative.\nMeanwhile, Robinhood Markets Inc tumbled 27.6%, snapping a four-day rally fueled by interest from retail traders.\nViacomCBS Inc jumped 7.1% as the company said it signed up the highest number of new streaming subscribers in the second quarter, and struck a multi-year deal with Comcast Corp's Sky to launch the Paramount+ streaming service in Europe.\nThe Dow Jones Industrial Average rose 271.58 points, or 0.78%, to 35,064.25, the S&P 500 gained 26.44 points, or 0.60%, to 4,429.1 and the Nasdaq Composite added 114.58 points, or 0.78%, to 14,895.12.\nConcerns about the pace of economic growth and higher inflation have pressured the S&P 500 index, but stellar corporate earnings so far have put it on track to end the week higher.\nFed Vice Chair Richard Clarida, a major architect of the central bank's new policy strategy, said on Wednesday he felt the conditions for raising interest rates could be met by the end of 2022.\nVolume on U.S. exchanges was 8.86 billion shares, compared with the 9.63 billion average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.06-to-1 ratio; on Nasdaq, a 2.26-to-1 ratio favored advancers.\nThe S&P 500 posted 52 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 111 new highs and 103 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571224998869358","authorId":"3571224998869358","name":"geneviL","avatar":"https://static.tigerbbs.com/3fe6dc35659e6302f18e6a7a15cf3ef1","crmLevel":2,"crmLevelSwitch":0,"idStr":"3571224998869358","authorIdStr":"3571224998869358"},"content":"Sheading South.. [Grin]","text":"Sheading South.. [Grin]","html":"Sheading South.. [Grin]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171660862,"gmtCreate":1626742326956,"gmtModify":1703764205199,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Don't play, play with your life at stake. Delta variant is deadly and spread like fire. Think about your family ...everyone has a part to play to ensure they don't endanger others with COVID-19&nbsp;","listText":"Don't play, play with your life at stake. Delta variant is deadly and spread like fire. Think about your family ...everyone has a part to play to ensure they don't endanger others with COVID-19&nbsp;","text":"Don't play, play with your life at stake. Delta variant is deadly and spread like fire. Think about your family ...everyone has a part to play to ensure they don't endanger others with COVID-19","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/171660862","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087387556186030","authorId":"4087387556186030","name":"peng321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"idStr":"4087387556186030","authorIdStr":"4087387556186030"},"content":"strong agreed. Divergence between covid & S&P","text":"strong agreed. Divergence between covid & S&P","html":"strong agreed. Divergence between covid & S&P"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037217433,"gmtCreate":1648114765692,"gmtModify":1676534305892,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Good news for Teala","listText":"Good news for Teala","text":"Good news for Teala","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037217433","repostId":"1185920299","repostType":4,"repost":{"id":"1185920299","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":1648111792,"share":"https://ttm.financial/m/news/1185920299?lang=&edition=fundamental","pubTime":"2022-03-24 16:49","market":"us","language":"en","title":"Tesla Rose Nearly 2% in Premarket Trading as Hertz Added Tesla's Model Y to Its EV Fleet","url":"https://stock-news.laohu8.com/highlight/detail?id=1185920299","media":"Tiger Newspress","summary":"Tesla rose nearly 2% in premarket trading as Hertz added Tesla's Model Y to its EV fleet.Hertz Globa","content":"<html><head></head><body><p>Tesla rose nearly 2% in premarket trading as Hertz added Tesla&#39;s Model Y to its EV fleet.<img src=\"https://static.tigerbbs.com/8fca151a24b18c8ffeddb6293cdbafa0\" tg-width=\"767\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>Hertz Global Holdings Inc has added Tesla Inc&#39;s electric mid-size SUV Model Y to its electric vehicle fleet, according to the car rental firm&#39;s website.</p><p>The development comes months after Hertz announced its order to purchase 100,000 electric cars from Tesla, primarily the EV maker&#39;s Model 3 vehicles.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Rose Nearly 2% in Premarket Trading as Hertz Added Tesla's Model Y to Its EV Fleet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Rose Nearly 2% in Premarket Trading as Hertz Added Tesla's Model Y to Its EV Fleet\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\">2022-03-24 16:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla rose nearly 2% in premarket trading as Hertz added Tesla&#39;s Model Y to its EV fleet.<img src=\"https://static.tigerbbs.com/8fca151a24b18c8ffeddb6293cdbafa0\" tg-width=\"767\" tg-height=\"566\" width=\"100%\" height=\"auto\"/>Hertz Global Holdings Inc has added Tesla Inc&#39;s electric mid-size SUV Model Y to its electric vehicle fleet, according to the car rental firm&#39;s website.</p><p>The development comes months after Hertz announced its order to purchase 100,000 electric cars from Tesla, primarily the EV maker&#39;s Model 3 vehicles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185920299","content_text":"Tesla rose nearly 2% in premarket trading as Hertz added Tesla's Model Y to its EV fleet.Hertz Global Holdings Inc has added Tesla Inc's electric mid-size SUV Model Y to its electric vehicle fleet, according to the car rental firm's website.The development comes months after Hertz announced its order to purchase 100,000 electric cars from Tesla, primarily the EV maker's Model 3 vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154915477,"gmtCreate":1625468642199,"gmtModify":1703742299544,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Tonight will rest early.&nbsp; It's holiday in US- happy Indendpence Day ?","listText":"Tonight will rest early.&nbsp; It's holiday in US- happy Indendpence Day ?","text":"Tonight will rest early. It's holiday in US- happy Indendpence Day ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/154915477","repostId":"1109703914","repostType":4,"repost":{"id":"1109703914","pubTimestamp":1625464355,"share":"https://ttm.financial/m/news/1109703914?lang=&edition=fundamental","pubTime":"2021-07-05 13:52","market":"us","language":"en","title":"Is the Stock Market Open or Closed on Independence Day?","url":"https://stock-news.laohu8.com/highlight/detail?id=1109703914","media":"Thestreet","summary":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.So will the major markets open or close for the holiday?The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.It's one of nine full-closing daysfor the stock market this year.For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading i","content":"<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.</p>\n<p>So will the major markets open or close for the holiday?</p>\n<p>The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.</p>\n<p>It's&nbsp;one of nine full-closing daysfor the stock market this year.</p>\n<p>For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.</p>\n<p>Normal stock-trading hours run 9:30 a.m. to 4 p.m. ET.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the Stock Market Open or Closed on Independence Day?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the Stock Market Open or Closed on Independence Day?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.\nSo will the major markets open or close for the...</p>\n\n<a href=\"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109703914","content_text":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.\nSo will the major markets open or close for the holiday?\nThe New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.\nIt's one of nine full-closing daysfor the stock market this year.\nFor instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.\nNormal stock-trading hours run 9:30 a.m. to 4 p.m. ET.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098195805,"gmtCreate":1644036774706,"gmtModify":1676533885229,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Opportunity&nbsp;","listText":"Opportunity&nbsp;","text":"Opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098195805","repostId":"1196927717","repostType":4,"repost":{"id":"1196927717","pubTimestamp":1644033090,"share":"https://ttm.financial/m/news/1196927717?lang=&edition=fundamental","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</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: Red Flag Or Opportunity?</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: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">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/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804267687,"gmtCreate":1627958978549,"gmtModify":1703498617079,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"The market conditions might recover by end of year if more people are being vaccinated and the COVID-19 are being handled in control manner...","listText":"The market conditions might recover by end of year if more people are being vaccinated and the COVID-19 are being handled in control manner...","text":"The market conditions might recover by end of year if more people are being vaccinated and the COVID-19 are being handled in control manner...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/804267687","repostId":"1134094306","repostType":4,"repost":{"id":"1134094306","pubTimestamp":1627958426,"share":"https://ttm.financial/m/news/1134094306?lang=&edition=fundamental","pubTime":"2021-08-03 10:40","market":"us","language":"en","title":"Why the Stock Market Doesn’t Seem to Care About the Latest Surge in Covid Cases","url":"https://stock-news.laohu8.com/highlight/detail?id=1134094306","media":"Barrons","summary":"The stock market shrugged off rising Covid-19 infections due to the Delta variant Monday. And that m","content":"<p>The stock market shrugged off rising Covid-19 infections due to the Delta variant Monday. And that makes sense: Despite Covid issues, investors are feeling a little better about the outlook for corporate earnings and the U.S. economy in the second half of 2021.</p>\n<p>Judging by the headlines, the Delta variant of the Covid-19 virus is poised to derail the second half of 2021. Cases are soaring once again, and concerns about breakthrough cases are making headlines everywhere—a study of cases in the county containing Cape Cod showed&nbsp;that&nbsp;74% were in people who’d been vaccinated—as states reconsider their masking and&nbsp;back-to-school policies.</p>\n<p>But the market might have already responded to the fears: OnJuly 19, the&nbsp;Dow Jones Industrial Average&nbsp;dropped 2.1%, its worst day since October, while the&nbsp;S&amp;P 500&nbsp;dropped 1.6%.</p>\n<p>Back then, the seven-day average of new cases in the U.S. sat at about 35,000, up almost 50% over the seven-day average from a week before. Worldwide, the seven-day average on July 19 was about 521,000 new cases, up 17% from the prior week.</p>\n<p>But the market recovered even as infection rates got worse. The S&amp;P 500 hit a new 52-week high on July 29, despite no abatement in Covid-19 data, but slipped 0.2% on Monday. TheDow Jones Industrial Average&nbsp;declined 0.3%, while the&nbsp;Nasdaq Composite&nbsp;rose 0.1%.</p>\n<p>Coming into Monday, the seven-day average of new Covid cases in America is about 80,000 now, up 129% since the seven-day period ending July 19. S&amp;P 500 and Dow Jones Industrial Average futures, however, are up about 0.5% and 0.4%, respectively. The takeaway: Investors don’t seem to care about Covid anymore.</p>\n<p>That might seem strange but makes some sense. First, investors might be viewing the recent surge as a U.S.-only problem. The worldwide seven-day average of new Covid cases is about 596,000, up 15% from the seven-day period ending July 19. That’s a better comparison than the up 129% figure for the U.S. And excluding American figures, the worldwide seven-day average is about 517,000 a day, up 6% from the level on July 19.</p>\n<p>Investors might also be more optimistic because widespread lockdowns don’t look likely. Even if indoor masking comes back for fully vaccinated people, Dr. Anthony Fauci said&nbsp;over the weekend&nbsp;he did not think the U.S. would lockdown again.</p>\n<p>And Thomas Lee of FundStrat pointed out in a Monday email to clients that new hospitalization rates are slowing. That’s another positive that investors can point to.</p>\n<p>Whether it stays that way remains to be seen.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Stock Market Doesn’t Seem to Care About the Latest Surge in Covid Cases</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\">\nWhy the Stock Market Doesn’t Seem to Care About the Latest Surge in Covid Cases\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/delta-variant-covid-stock-market-51627907555?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market shrugged off rising Covid-19 infections due to the Delta variant Monday. And that makes sense: Despite Covid issues, investors are feeling a little better about the outlook for ...</p>\n\n<a href=\"https://www.barrons.com/articles/delta-variant-covid-stock-market-51627907555?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/delta-variant-covid-stock-market-51627907555?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134094306","content_text":"The stock market shrugged off rising Covid-19 infections due to the Delta variant Monday. And that makes sense: Despite Covid issues, investors are feeling a little better about the outlook for corporate earnings and the U.S. economy in the second half of 2021.\nJudging by the headlines, the Delta variant of the Covid-19 virus is poised to derail the second half of 2021. Cases are soaring once again, and concerns about breakthrough cases are making headlines everywhere—a study of cases in the county containing Cape Cod showed that 74% were in people who’d been vaccinated—as states reconsider their masking and back-to-school policies.\nBut the market might have already responded to the fears: OnJuly 19, the Dow Jones Industrial Average dropped 2.1%, its worst day since October, while the S&P 500 dropped 1.6%.\nBack then, the seven-day average of new cases in the U.S. sat at about 35,000, up almost 50% over the seven-day average from a week before. Worldwide, the seven-day average on July 19 was about 521,000 new cases, up 17% from the prior week.\nBut the market recovered even as infection rates got worse. The S&P 500 hit a new 52-week high on July 29, despite no abatement in Covid-19 data, but slipped 0.2% on Monday. TheDow Jones Industrial Average declined 0.3%, while the Nasdaq Composite rose 0.1%.\nComing into Monday, the seven-day average of new Covid cases in America is about 80,000 now, up 129% since the seven-day period ending July 19. S&P 500 and Dow Jones Industrial Average futures, however, are up about 0.5% and 0.4%, respectively. The takeaway: Investors don’t seem to care about Covid anymore.\nThat might seem strange but makes some sense. First, investors might be viewing the recent surge as a U.S.-only problem. The worldwide seven-day average of new Covid cases is about 596,000, up 15% from the seven-day period ending July 19. That’s a better comparison than the up 129% figure for the U.S. And excluding American figures, the worldwide seven-day average is about 517,000 a day, up 6% from the level on July 19.\nInvestors might also be more optimistic because widespread lockdowns don’t look likely. Even if indoor masking comes back for fully vaccinated people, Dr. Anthony Fauci said over the weekend he did not think the U.S. would lockdown again.\nAnd Thomas Lee of FundStrat pointed out in a Monday email to clients that new hospitalization rates are slowing. That’s another positive that investors can point to.\nWhether it stays that way remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152735565,"gmtCreate":1625355607457,"gmtModify":1703740576389,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Interesting...Will Alibaba break the resistance level and go up to $250? Stay tuned&nbsp;","listText":"Interesting...Will Alibaba break the resistance level and go up to $250? Stay tuned&nbsp;","text":"Interesting...Will Alibaba break the resistance level and go up to $250? Stay tuned","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/152735565","repostId":"1146176335","repostType":4,"repost":{"id":"1146176335","pubTimestamp":1625277627,"share":"https://ttm.financial/m/news/1146176335?lang=&edition=fundamental","pubTime":"2021-07-03 10:00","market":"us","language":"en","title":"Can Alibaba Turn Around Its Woes in the Second Half of 2021?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146176335","media":"The Street","summary":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba  -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve","content":"<blockquote>\n Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n</blockquote>\n<p>Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p>\n<p>Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p>\n<p>Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p>\n<p>However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p>\n<p>All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p>\n<p>It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p>\n<p>Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p>\n<p>Can it turn around its woes in the second half and start rallying higher?</p>\n<p><img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p>\n<p>Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p>\n<p>The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p>\n<p>Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p>\n<p>Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p>\n<p>Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p>\n<p>However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p>\n<p>A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p>\n<p>Keep the risk in mind but this could be a solid second-half rebound play.</p>","source":"lsy1610613172068","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>Can Alibaba Turn Around Its Woes in the Second Half of 2021?</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\">\nCan Alibaba Turn Around Its Woes in the Second Half of 2021?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were ...</p>\n\n<a href=\"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09618":"京东集团-SW"},"source_url":"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146176335","content_text":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.\nRegulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.\nInvestors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.\nHowever, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.\nAll of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.\nIt also comes as FAANG stocks continue to trade incredibly well. Alphabet (GOOGL) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (NFLX) -Get Report is the worst, with a 2.3% drop.\nAlibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.\nCan it turn around its woes in the second half and start rallying higher?\n\nCall me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.\nThe overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (AMZN) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”\nShares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.\nSpecifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.\nLet’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.\nHowever, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.\nA push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.\nKeep the risk in mind but this could be a solid second-half rebound play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064080292,"gmtCreate":1652247144416,"gmtModify":1676535061636,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Holding on and buy more if possible when price dip&nbsp;","listText":"Holding on and buy more if possible when price dip&nbsp;","text":"Holding on and buy more if possible when price dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064080292","repostId":"2234697813","repostType":4,"repost":{"id":"2234697813","pubTimestamp":1652240744,"share":"https://ttm.financial/m/news/2234697813?lang=&edition=fundamental","pubTime":"2022-05-11 11:45","market":"us","language":"en","title":"Is Apple Stock A Buy, Sell, Or Hold After Recent Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2234697813","media":"Seeking Alpha","summary":"SummaryApple's March-quarter results set a new non-holiday record with a sales and earnings beat des","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple&#39;s March-quarter results set a new non-holiday record with a sales and earnings beat despite slowing consumption and ongoing supply constraints.</li><li>Yet, the stock&#39;s performance has been pressured by broad-based market volatility in response to macro challenges that include tightening financial conditions, which do not bode well with growth stocks.</li><li>Considering Apple&#39;s robust balance sheet and continued market strength even under the currently harsh market climate, the stock remains a safe investment with reasonable expectations for further gains ahead.</li><li>With the impending roll-out of new segments like automotive and virtual reality buoying entry into new markets and fresh growth opportunities, the current market turmoil creates an attractive buying opportunity for Apple&#39;s strong valuation prospects over the longer term.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa0ecbe7717eaf228b60ac688d7f8936\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Shahid Jamil/iStock Editorial via Getty Images</span></p><p>The Apple stock&#39;s (NASDAQ:AAPL) zig-zag formation since reporting a record-setting March-quarter sales and earnings beat in late April underscores investors&#39; continued struggle with weighing strong fundamentals against uncertainties on the global economic growth outlook. Investors awarded the stock with an intraday rally of as much as 6% to a high of close to $166 (April 29th) immediately following release of Apple&#39;s blockbuster results.</p><p>However, persistent market jitters in the days leading up to the May FOMC meeting reversed the earnings beat rally as the stock plunged towards the $150-level. Then, the stock recovered slightly on improved market sentiment following last Wednesday&#39;s (May 4th) Fed decision on a 50 bps rate increase and release of commentary regarding policy tightening plans in coming months. But it lost momentum and slid again alongside broad-based market declines as market participants braced for the &#34;cold reality of tightening financial conditions&#34; that face rising threats of a looming recession.</p><p>Despite current market woes, Apple remains the &#34;single member of the [FAANG] group that is still outperforming the S&amp;P 500&#34; this year. This, again, corroborates investors&#39; debate between prizing the stock for consistent demonstration of fundamental strength and paring valuation premiums on &#34;fears of an economic slowdown&#34;.</p><p>It is true that Apple is not without downside risks. The underlying business remains at the forefront of exposure to protracted industry-wide chip supply shortages and other supply chain constraints that have been compounded by the latest COVID-related lockdowns in China. The challenges are weighing on consumer spending levels in Apple&#39;s Chinese market, and adding fuel to an inflationary environment around raw material, labour and freight costs that risk margin contraction. Management has quantified the estimated impact at $4 billion to $8 billion in the current quarter, with some expected to be recapturable in later quarters, and others foregone permanently. Apple has also highlighted impacts pertaining to its recently pullout from the Russian market following the country&#39;s instigation of war against Ukraine.</p><p>But Apple&#39;s ability to keep wowing investors with stronger-than-expected growth despite a quarter &#34;blighted by Ukraine war, spiking inflation and China&#39;s COVID Zero lockdowns&#34; is what makes the results all the more impressive. And new product and segment launches that await over the coming months and years bolster further expansion of its total addressable market (&#34;TAM&#34;) and reach into installed users&#39; pockets over the longer-term, underscoring greater valuation prospects ahead for the stock.</p><p>The company&#39;s yearslong effort in bringing its strong net cash position down to neutral through attractive shareholder returns in the form of buybacks and dividends is also a &#34;nice struggle&#34; to have. Apple&#39;s strong balance sheet, which provides insulation from rising borrowing costs and sufficient dry powder to fund additional growth in coming years, makes it a safe investment pick in the face of tightening financial conditions. Despite the near-term challenges, Apple remains one of the most attractive investments with remarkable fundamental performance that continues to outshine peers in today&#39;s macro climate.</p><p><b>What is Apple&#39;s Long-Term Outlook? Here&#39;s What Apple&#39;s FY/2Q22 Earnings Beat Suggests:</b></p><p>Apple&#39;s March-quarter results exceeded expectations across the board, including its iPad segment which posted a year-on-year sales decline due to supply constraints. The company generated total revenue of $97.3 billion in the period (+8.6% y/y; -22% q/q), topping consensus estimate of $94 billion (+5% y/y; -24% q/q). Net income came in at $1.52 per share, exceeding the average analyst estimate of $1.42.</p><p>And for the current quarter, management expects the strong showing in its Services segment to continue, which makes sense given its reduced exposure to current supply chain challenges. The anticipated shift in sales mix to higher-margin Services is expected to offset some of increases to product costs in the current inflationary environment. Despite current macro challenges, company has guided gross margin of 42% to 43%, which is still among the best over the past 10 years. And as supply constraints ease over the longer-term with increasing efforts in &#34;accelerating the in-sourcing of key components such as processors, sensors, displays, batteries and cameras&#34;, the company is well-positioned for sustained margin improvements ahead.</p><p><b>iPhone</b></p><p>iPhone sales continued to account for the bulk of the company&#39;s consolidated topline, generating $50.6 billion in revenues (+5% y/y; -29% q/q), which also exceeded the average estimate of $49.2 billion (+3% y/y; -31% q/q). The segment&#39;s outperformance underscored robust demand for the latest 5G-enabled iPhone 13 and iPhone SE devices, despite acute supply constraints and a tough prior year compare which overlapped a late-year iPhone launch timing.</p><p>The upcoming Worldwide Developers Conference (&#34;WWDC&#34;) in June, Apple&#39;s annual keynote event, is also expected to bolster the company&#39;s iPhone sales in the latter half of both the fiscal and calendar year. All eyes are on the iPhone 14 launch expected for later this year. Based on Apple&#39;s &#34;three-year cycle for new hardware designs&#34; observed for the iPhone in recent years, the iPhone 14 will likely retain the exterior design of the iPhone 13 which debuted with the iPhone 12.</p><p>Because larger models typically garner greater demand than the smaller models, there is speculation that Apple will &#34;rethink&#34; its iPhone line-up. It is likely that Apple will offer a 6.7&#34; screen option for a non-Pro model for the first time starting with the iPhone 14, which is expected to capture better customer reception given greater affordability compared to Pro models. If Apple does proceed with such plans, it is also expected to cushion some of the impact from slowing consumer spending in China at the moment given its contracting economy - the max-sized models are particularly popular in region, so offering a more affordable non-Pro option will likely improve Apple&#39;s reach into Chinese consumers&#39; wallets.</p><p>Further improvements to the camera and processing power / performance on the iPhone 14 is also expected to encourage greater upgrades and switches, and buoy continued iPhone segment growth. The iPhone 14 Pro line-up is expected to feature a &#34;new 48-megapixel sensor for the wide-angle camera…[and] get Apple&#39;s new A16 chip&#34;. With more than a quarter of Apple&#39;s iPhone installed base being older than 3.5 years (circa iPhone 8 and iPhone X - I personally still use the iPhone 7 which is considered &#34;vintage&#34; by some of my peers&#34;), the upcoming iPhone 14 upgrades will be hard to resist.</p><p><b>Mac</b></p><p>The Mac also &#34;continued its resurgence&#34;, posting strong double-digit year-on-year growth for the seventh quarter in the past two years with March-quarter sales totalling $10.4 billion (+15% y/y; -4% q/q). The combination of robust demand and supply constraints have now pushed wait times for some of the highly coveted computing devices out to June. And Apple&#39;s transition to its in-house designed silicon has a significant role to play in restoring favourable growth trends observed in recent quarters.</p><p>The M1 Ultra, which powers the Mac Studio desktop, is now the &#34;world&#39;s most powerful chip for PC&#34;. It enables 7x faster performance than its predecessor, drawing favourable demand from creative professionals spanning app developers to video creators looking for computing power that can handle demanding workloads without compromising performance. The reimagined M1 Pro- / Max-powered MacBook Pro has also been a hit.</p><p>With Apple silicon consistently proving quality and performance for the Mac line-up, the company has rapidly rose to the top spot by market share in PC sales. Macs represented 18.8% of total PC shipments in the March-quarter, beating long-time industry leader Dell (DELL) and HPE (HPE). Close to half of Mac buyers in the March-quarter noted they were new to the product, underscoring Apple&#39;s continued market share gains.</p><p><b>iPad</b></p><p>On the iPad front, heightened supply constraints have continued to weigh on sales despite robust demand. iPad sales generated $7.7 billion (-2% y/y; +5% q/q) in revenues in the March-quarter, which still topped average analyst estimates. The segment&#39;s installed base reached a record high, with more than half of iPad customers indicating they were new to the device. The all-new M1-powered iPad Air, which includes 5G support, was also well-received. Despite declining March-quarter iPad sales due to supply constraints, Apple led tablet market sales in the period and grabbed close to 40% of market share, beating rival and runner-up Samsung&#39;s 20.4% by wide margins.</p><p>The iPad remains a market favourite despite softening consumer demand. The rapid transition to remote collaboration in the post-pandemic era has marked an inflection point for adoption of multi-purpose tablets. In addition to robust demand from the retail market, Apple&#39;s iPads have also been in high demand within the commercial sector. During the March-quarter, Apple iPad Pros were procured by Alaska Airlines (ALK) to replace its legacy check-in kiosks, thanks to the portable device&#39;s seamless integration into the airline&#39;s existing operations. With rising deployment of tablet devices in the commercial sector to accommodate rapid digital transformation trends and remote working demands in the post-pandemic era, continued innovation empowered by Apple silicon is expected to drive higher growth for the less-lucrative iPad segment once supply headwinds subside.</p><p><b>Wearables, Home and Accessories</b></p><p>The Wearables, Home and Accessories segment also pulled through with strong double-digit growth in the quarter. Related revenues totalled $8.8 billion (+12% y/y; -40% q/q), consistent with consensus expectations. The category continues to benefit from strong Apple Watch demand driven by increasing consumer preference and attention to health and fitness.</p><p>The company has been ramping up investments into developing new technology offerings for the wearable product to address increasing user demand for health features, including the &#34;highly anticipated blood-pressure monitor&#34; that is expected to debut in 2024, a body-temperature sensor, as well as a &#34;non-invasive blood sugar monitor&#34;. The upcoming watchOS 9 software update debuting in June is also expected to include improvements to the smartwatch&#39;s heart rate monitor, a &#34;new low-power mode that is designed to let its smartwatch run some apps…without using as much battery life&#34;, and additional &#34;workout types and metrics…within the Workout app on the watch&#34;. And later this year, Apple is expected to unveil up to three new Apple Watches that include the highly anticipated Series 8 model, an affordable SE model, and an upscale option with &#34;rugged casing that is aimed at extreme athletes&#34;. The new developments to both software and hardware features are expected to reinforce the segment&#39;s growth prospects by extending its reach to new users while also expanding Apple&#39;s TAM for wearable technology.</p><p><b>Services</b></p><p>Services was a particular bright spot for Apple in the March-quarter. The segment - which houses sales related to Apple Care, App Store, payments, ads, and other subscription services like Apple TV+ and Apple Music - generated revenues of $19.8 billion (+17% y/y; +2% q/q) in the period, which were &#34;slightly above projections&#34;. Apple added more than 165 million net new subscriptions in the past 12 months, bringing its total paid user base for Services to 825 million. And with accelerating penetration into the commercial sector, alongside rapid consumer adoption of Apple media and entertainment subscription services bolstered by its convenient and accessible hardware-service ecosystem, the company has guided double-digit growth again for the current quarter.</p><p><b>Apple TV+:</b> Despite increasing competition within the segment, as evidenced in the hardships experienced by industry leader Netflix (NFLX) in retaining market share over recent months, Apple TV+ continued to deliver on upbeat results, buoyed by positive viewer response to original productions that include &#34;Severance&#34;, &#34;Ted Lasso&#34; and &#34;CODA&#34;, which became the first streaming service to win an Oscar for Best Picture.</p><p>While Apple TV+&#39;s market share of global streaming services remains comparatively nominal when put against rivals like Netflix, HBO Max (WBD), and Disney+ (DIS), the convenient ecosystem Apple maintains to enable easy access remains a strong competitive advantage in driving further share gains in coming years. Apple is well-positioned to benefit from favourable streaming uptake trends ahead with the &#34;seamless integration of hardware, software and services at the center of [its] work and philosophy&#34;. Total consumer spending on entertainment and media is expected to advance at a compounded annual growth rate (&#34;CAGR&#34;) of 3.9% into a $915 billion market of its own by mid-decade. And much of this acceleration will be driven by demand for video streaming services, which is expected to expand at a CAGR of more than 18% over the next five years and blossom into a $190 billion opportunity. As Apple continues to encourage sign-ups with competitively priced offerings like Apple Bundle and engaging content, Apple TV+ has potential for acceleration over the longer-term and further bolster Services growth.</p><p><b>Commercial Services:</b> The company&#39;s increasing penetration into commercial markets with the latest launch of &#34;Apple Business Essentials&#34; also drives greater market share expansion and growth for its Services segment in coming years. The new service offering targeting small- and medium-sized businesses (&#34;SMBs&#34;) pairs well with already-strong uptake rates of Apple devices across the industry, and remains a prudent strategy for driving greater adjacent revenue growth in the Services segment. Apple Business Essentials combines all device management services spanning 24/7 technical support to security and cloud storage into one convenient offering, making Apple device adoption in the workplace a more convenient and efficient process for commercial users.</p><p>With digital transformation being progressively viewed as a business strategy for remaining economically competitive, Apple Business Essentials is expected to further Apple&#39;s capitalization of commercial opportunities ahead. And Apple&#39;s upcoming launch of the &#34;Tap-to-Pay&#34; feature, which will allow SMBs to &#34;accept payments through Apple Pay, credit cards and digital wallets&#34; using near field communication (&#34;NFC&#34;) straight from the iPhone, is also expected to strategically provide mutual reinforcement for both hardware and service sales within the commercial landscape in coming years.</p><p><b>App Store:</b> Continued growth in market demand for mobile applications will also be a boon to Apple&#39;s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of more than $400 billion over the next five years. With AAPL hosting one of the largest and most used app stores in the world, it would be reasonable to assume that related revenues would grow at a similar pace.</p><p>Despite mounting global regulatory scrutiny over Apple&#39;s alleged antitrust violations with its App Store, the company&#39;s continued focus on ensuring user privacy, security, and ease of transactions remains key strategies for retaining user adoption. According to a survey of 4,000 Apple product users performed by <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> across the U.S. and China, most have indicated loyalty to Apple&#39;s App store due to the &#34;value of security, privacy and ease of transactions&#34; provided, despite developers pushing for rights to transact outside of Apple&#39;s ecosystem.</p><p><b>What to Look for After Earnings</b></p><p>For the current quarter, management has warned of continuing supply headwinds stemming from COVID-related disruptions and industry-wide silicon shortages. On the demand side, COVID disruptions observed in China - which represents almost a fifth of total Apple sales - have slowed domestic consumption. Paired with the company&#39;s recent pullout from the Russian market following the Ukraine war, which drove a 150 bps decrease to sales growth in the March-quarter, the company is expecting a quantified impact of $4 billion to $8 billion from the combined challenges for the June-quarter.</p><p>But these impacts to the company&#39;s fundamental strength and valuation prospects are expected to remain minimum given their transitory nature. Yes, they will bring about some volatility in the near-term for sure, but the stock&#39;s bullish narrative in the long run, backed by continued growth and a strong balance sheet, remains intact.</p><p><b>China&#39;s COVID Situation:</b> Production at most of Apple&#39;s most notable assemblers in China, including Pegatron, Foxconn and Quanta have resumed after temporary suspensions in response to China&#39;s attempt to curb the resurgence of omicron infections. Most are currently operating out of a &#34;closed-loop system&#34;, where &#34;workers live on-site and are tested regularly&#34; to reduce chances of a widespread outbreak.</p><p>But logistical challenges remain intense due to strict quarantine controls levied on the country&#39;s trucking fleet, which is responsible for transporting about 75% of total freight in China. Key industrial hubs like Jiangsu, Guangdong, Shanxi and Shanghai saw road freight volumes decline by close to a fifth in March compared to the prior year. Only some easing has been observed since late April, as China continues to struggle with getting a grip on persistent infection rates, especially in the Shanghai corridor that houses some of Apple&#39;s final assembly plants. Despite the return to closed-loop operations, the assembly plants are facing heightening risks of exposure to dwindling inventory levels as a result of ongoing logistical challenges. As such, we consider Apple&#39;s recent guidance of an upward adjusted estimate on product disruption for the current quarter a prudent decision in setting market expectations in the near-term.</p><p><b>Silicon Shortages:</b> Industry-wide silicon shortages have been going on more than a year now, with the aftermath of pandemic-era disruptions to production still lingering to this day. Increased demand for chips in the face of accelerating cross-industry digitization, compounded by raw material supply constraints due to the Russia-Ukraine war has also further complicated the situation.</p><p>Apple continues to suffer from the shortage of legacy nodes, which have caused an acute impact to iPad supply. This has led to multiple consecutive periods of declining sales for the segment, despite refreshed demand from both retail and commercial consumers. As the easing timeline on chip shortages remains highly uncertain, we expect related impacts to fluctuate in the range of $3 billion to $6 billion through the rest of the year and potentially through the first half of 2023. This is consistent with observations in the past three quarters prior to added pressure from China&#39;s recent lockdowns and the Russia-Ukraine war.</p><p><b>Russia Exit:</b> Apple noted lost sales growth of about 150 bps in the March-quarter due to its exit from the Russian market following the country&#39;s attack on Ukraine. Considering 9% year-on-year growth observed in the March-quarter, Apple is expected to have lost about $1 billion in sales as a result of pulling out operations from Russia, which is immaterial from both a fundamental and valuations point of view. We also consider Apple&#39;s immediate exit from the Russian market following the onset of the Russia-Ukraine war a prudent move, which precluded the company from exposure to impacts pertaining to ensuing sanctions levied on Russia by the U.S. and its allies.</p><p><b>Tightening Monetary Policy:</b> As discussed in our recent coverage, we consider the Apple stock one of the strongest shields against adverse impacts from the Federal Reserve&#39;s monetary policy tightening measures to quell the hottest inflation in 40 years. While tightening financial conditions have largely deterred investors from risky assets like growth stocks, Apple has remained comparatively resilient given its outperformance of key benchmark indexes still, despite overall year-to-date declines.</p><p>Sustained by robust demand still for its existing offerings, and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles in the long run, Apple is expected to re-emerge from the current market rout stronger than its peers thanks to its fundamental strength. As mentioned in earlier sections, Apple&#39;s strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.</p><p>The company&#39;s robust balance sheet is also backing generous shareholder returns in the form of share buybacks and dividends, which is a positive gesture under the current market climate. The company returned $27 billion to shareholders in the March-quarter through a combination of $22.9 billion in share buybacks and $3.6 billion in dividends. The company has also promised a dividend increase of 5% to $0.23 per share for the current quarter, and authorized an additional $90 billion in share buybacks as the company works to get its checkbook down to cash neutral over time.</p><p><b>Is Apple Stock a Buy, Sell or Hold?</b></p><p>As Apple continues to press through production challenges and macroeconomic headwinds with outperformance, we are maintaining our 12-month price target for the stock at the $200 to $210 level. This would represent upside potential of more than 30% based on the stock&#39;s last traded share price of $157.28 (May 6th).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9affb0161f8d6b76919faef35ad6a1e\" tg-width=\"640\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/><span>Apple Valuation Analysis (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8310753449dc1befdd9f822f1879c478\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/><span>Apple Financial Forecast (Author)</span></p><p>As the broad-based market rout continues amidst still-fluid macroeconomic challenges spanning runaway inflation, tightening monetary policies, hard-to-tame COVID outbreaks, and intensifying geopolitical tensions, the current turmoil in equities could &#34;provide a near-term stock pullback which [could be used] as a buying opportunity&#34;. We believe the stock&#39;s market value is currently non-reflective of its fundamental strength, and growth trajectory ahead of robust demand and new product / segment launches that include AR/VR headsets and the Apple car over coming years.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple Stock A Buy, Sell, Or Hold After Recent Earnings?</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 Apple Stock A Buy, Sell, Or Hold After Recent Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-11 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4509434-apple-stock-buy-sell-hold-recent-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's March-quarter results set a new non-holiday record with a sales and earnings beat despite slowing consumption and ongoing supply constraints.Yet, the stock's performance has been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4509434-apple-stock-buy-sell-hold-recent-earnings\">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/4509434-apple-stock-buy-sell-hold-recent-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234697813","content_text":"SummaryApple's March-quarter results set a new non-holiday record with a sales and earnings beat despite slowing consumption and ongoing supply constraints.Yet, the stock's performance has been pressured by broad-based market volatility in response to macro challenges that include tightening financial conditions, which do not bode well with growth stocks.Considering Apple's robust balance sheet and continued market strength even under the currently harsh market climate, the stock remains a safe investment with reasonable expectations for further gains ahead.With the impending roll-out of new segments like automotive and virtual reality buoying entry into new markets and fresh growth opportunities, the current market turmoil creates an attractive buying opportunity for Apple's strong valuation prospects over the longer term.Shahid Jamil/iStock Editorial via Getty ImagesThe Apple stock's (NASDAQ:AAPL) zig-zag formation since reporting a record-setting March-quarter sales and earnings beat in late April underscores investors' continued struggle with weighing strong fundamentals against uncertainties on the global economic growth outlook. Investors awarded the stock with an intraday rally of as much as 6% to a high of close to $166 (April 29th) immediately following release of Apple's blockbuster results.However, persistent market jitters in the days leading up to the May FOMC meeting reversed the earnings beat rally as the stock plunged towards the $150-level. Then, the stock recovered slightly on improved market sentiment following last Wednesday's (May 4th) Fed decision on a 50 bps rate increase and release of commentary regarding policy tightening plans in coming months. But it lost momentum and slid again alongside broad-based market declines as market participants braced for the \"cold reality of tightening financial conditions\" that face rising threats of a looming recession.Despite current market woes, Apple remains the \"single member of the [FAANG] group that is still outperforming the S&P 500\" this year. This, again, corroborates investors' debate between prizing the stock for consistent demonstration of fundamental strength and paring valuation premiums on \"fears of an economic slowdown\".It is true that Apple is not without downside risks. The underlying business remains at the forefront of exposure to protracted industry-wide chip supply shortages and other supply chain constraints that have been compounded by the latest COVID-related lockdowns in China. The challenges are weighing on consumer spending levels in Apple's Chinese market, and adding fuel to an inflationary environment around raw material, labour and freight costs that risk margin contraction. Management has quantified the estimated impact at $4 billion to $8 billion in the current quarter, with some expected to be recapturable in later quarters, and others foregone permanently. Apple has also highlighted impacts pertaining to its recently pullout from the Russian market following the country's instigation of war against Ukraine.But Apple's ability to keep wowing investors with stronger-than-expected growth despite a quarter \"blighted by Ukraine war, spiking inflation and China's COVID Zero lockdowns\" is what makes the results all the more impressive. And new product and segment launches that await over the coming months and years bolster further expansion of its total addressable market (\"TAM\") and reach into installed users' pockets over the longer-term, underscoring greater valuation prospects ahead for the stock.The company's yearslong effort in bringing its strong net cash position down to neutral through attractive shareholder returns in the form of buybacks and dividends is also a \"nice struggle\" to have. Apple's strong balance sheet, which provides insulation from rising borrowing costs and sufficient dry powder to fund additional growth in coming years, makes it a safe investment pick in the face of tightening financial conditions. Despite the near-term challenges, Apple remains one of the most attractive investments with remarkable fundamental performance that continues to outshine peers in today's macro climate.What is Apple's Long-Term Outlook? Here's What Apple's FY/2Q22 Earnings Beat Suggests:Apple's March-quarter results exceeded expectations across the board, including its iPad segment which posted a year-on-year sales decline due to supply constraints. The company generated total revenue of $97.3 billion in the period (+8.6% y/y; -22% q/q), topping consensus estimate of $94 billion (+5% y/y; -24% q/q). Net income came in at $1.52 per share, exceeding the average analyst estimate of $1.42.And for the current quarter, management expects the strong showing in its Services segment to continue, which makes sense given its reduced exposure to current supply chain challenges. The anticipated shift in sales mix to higher-margin Services is expected to offset some of increases to product costs in the current inflationary environment. Despite current macro challenges, company has guided gross margin of 42% to 43%, which is still among the best over the past 10 years. And as supply constraints ease over the longer-term with increasing efforts in \"accelerating the in-sourcing of key components such as processors, sensors, displays, batteries and cameras\", the company is well-positioned for sustained margin improvements ahead.iPhoneiPhone sales continued to account for the bulk of the company's consolidated topline, generating $50.6 billion in revenues (+5% y/y; -29% q/q), which also exceeded the average estimate of $49.2 billion (+3% y/y; -31% q/q). The segment's outperformance underscored robust demand for the latest 5G-enabled iPhone 13 and iPhone SE devices, despite acute supply constraints and a tough prior year compare which overlapped a late-year iPhone launch timing.The upcoming Worldwide Developers Conference (\"WWDC\") in June, Apple's annual keynote event, is also expected to bolster the company's iPhone sales in the latter half of both the fiscal and calendar year. All eyes are on the iPhone 14 launch expected for later this year. Based on Apple's \"three-year cycle for new hardware designs\" observed for the iPhone in recent years, the iPhone 14 will likely retain the exterior design of the iPhone 13 which debuted with the iPhone 12.Because larger models typically garner greater demand than the smaller models, there is speculation that Apple will \"rethink\" its iPhone line-up. It is likely that Apple will offer a 6.7\" screen option for a non-Pro model for the first time starting with the iPhone 14, which is expected to capture better customer reception given greater affordability compared to Pro models. If Apple does proceed with such plans, it is also expected to cushion some of the impact from slowing consumer spending in China at the moment given its contracting economy - the max-sized models are particularly popular in region, so offering a more affordable non-Pro option will likely improve Apple's reach into Chinese consumers' wallets.Further improvements to the camera and processing power / performance on the iPhone 14 is also expected to encourage greater upgrades and switches, and buoy continued iPhone segment growth. The iPhone 14 Pro line-up is expected to feature a \"new 48-megapixel sensor for the wide-angle camera…[and] get Apple's new A16 chip\". With more than a quarter of Apple's iPhone installed base being older than 3.5 years (circa iPhone 8 and iPhone X - I personally still use the iPhone 7 which is considered \"vintage\" by some of my peers\"), the upcoming iPhone 14 upgrades will be hard to resist.MacThe Mac also \"continued its resurgence\", posting strong double-digit year-on-year growth for the seventh quarter in the past two years with March-quarter sales totalling $10.4 billion (+15% y/y; -4% q/q). The combination of robust demand and supply constraints have now pushed wait times for some of the highly coveted computing devices out to June. And Apple's transition to its in-house designed silicon has a significant role to play in restoring favourable growth trends observed in recent quarters.The M1 Ultra, which powers the Mac Studio desktop, is now the \"world's most powerful chip for PC\". It enables 7x faster performance than its predecessor, drawing favourable demand from creative professionals spanning app developers to video creators looking for computing power that can handle demanding workloads without compromising performance. The reimagined M1 Pro- / Max-powered MacBook Pro has also been a hit.With Apple silicon consistently proving quality and performance for the Mac line-up, the company has rapidly rose to the top spot by market share in PC sales. Macs represented 18.8% of total PC shipments in the March-quarter, beating long-time industry leader Dell (DELL) and HPE (HPE). Close to half of Mac buyers in the March-quarter noted they were new to the product, underscoring Apple's continued market share gains.iPadOn the iPad front, heightened supply constraints have continued to weigh on sales despite robust demand. iPad sales generated $7.7 billion (-2% y/y; +5% q/q) in revenues in the March-quarter, which still topped average analyst estimates. The segment's installed base reached a record high, with more than half of iPad customers indicating they were new to the device. The all-new M1-powered iPad Air, which includes 5G support, was also well-received. Despite declining March-quarter iPad sales due to supply constraints, Apple led tablet market sales in the period and grabbed close to 40% of market share, beating rival and runner-up Samsung's 20.4% by wide margins.The iPad remains a market favourite despite softening consumer demand. The rapid transition to remote collaboration in the post-pandemic era has marked an inflection point for adoption of multi-purpose tablets. In addition to robust demand from the retail market, Apple's iPads have also been in high demand within the commercial sector. During the March-quarter, Apple iPad Pros were procured by Alaska Airlines (ALK) to replace its legacy check-in kiosks, thanks to the portable device's seamless integration into the airline's existing operations. With rising deployment of tablet devices in the commercial sector to accommodate rapid digital transformation trends and remote working demands in the post-pandemic era, continued innovation empowered by Apple silicon is expected to drive higher growth for the less-lucrative iPad segment once supply headwinds subside.Wearables, Home and AccessoriesThe Wearables, Home and Accessories segment also pulled through with strong double-digit growth in the quarter. Related revenues totalled $8.8 billion (+12% y/y; -40% q/q), consistent with consensus expectations. The category continues to benefit from strong Apple Watch demand driven by increasing consumer preference and attention to health and fitness.The company has been ramping up investments into developing new technology offerings for the wearable product to address increasing user demand for health features, including the \"highly anticipated blood-pressure monitor\" that is expected to debut in 2024, a body-temperature sensor, as well as a \"non-invasive blood sugar monitor\". The upcoming watchOS 9 software update debuting in June is also expected to include improvements to the smartwatch's heart rate monitor, a \"new low-power mode that is designed to let its smartwatch run some apps…without using as much battery life\", and additional \"workout types and metrics…within the Workout app on the watch\". And later this year, Apple is expected to unveil up to three new Apple Watches that include the highly anticipated Series 8 model, an affordable SE model, and an upscale option with \"rugged casing that is aimed at extreme athletes\". The new developments to both software and hardware features are expected to reinforce the segment's growth prospects by extending its reach to new users while also expanding Apple's TAM for wearable technology.ServicesServices was a particular bright spot for Apple in the March-quarter. The segment - which houses sales related to Apple Care, App Store, payments, ads, and other subscription services like Apple TV+ and Apple Music - generated revenues of $19.8 billion (+17% y/y; +2% q/q) in the period, which were \"slightly above projections\". Apple added more than 165 million net new subscriptions in the past 12 months, bringing its total paid user base for Services to 825 million. And with accelerating penetration into the commercial sector, alongside rapid consumer adoption of Apple media and entertainment subscription services bolstered by its convenient and accessible hardware-service ecosystem, the company has guided double-digit growth again for the current quarter.Apple TV+: Despite increasing competition within the segment, as evidenced in the hardships experienced by industry leader Netflix (NFLX) in retaining market share over recent months, Apple TV+ continued to deliver on upbeat results, buoyed by positive viewer response to original productions that include \"Severance\", \"Ted Lasso\" and \"CODA\", which became the first streaming service to win an Oscar for Best Picture.While Apple TV+'s market share of global streaming services remains comparatively nominal when put against rivals like Netflix, HBO Max (WBD), and Disney+ (DIS), the convenient ecosystem Apple maintains to enable easy access remains a strong competitive advantage in driving further share gains in coming years. Apple is well-positioned to benefit from favourable streaming uptake trends ahead with the \"seamless integration of hardware, software and services at the center of [its] work and philosophy\". Total consumer spending on entertainment and media is expected to advance at a compounded annual growth rate (\"CAGR\") of 3.9% into a $915 billion market of its own by mid-decade. And much of this acceleration will be driven by demand for video streaming services, which is expected to expand at a CAGR of more than 18% over the next five years and blossom into a $190 billion opportunity. As Apple continues to encourage sign-ups with competitively priced offerings like Apple Bundle and engaging content, Apple TV+ has potential for acceleration over the longer-term and further bolster Services growth.Commercial Services: The company's increasing penetration into commercial markets with the latest launch of \"Apple Business Essentials\" also drives greater market share expansion and growth for its Services segment in coming years. The new service offering targeting small- and medium-sized businesses (\"SMBs\") pairs well with already-strong uptake rates of Apple devices across the industry, and remains a prudent strategy for driving greater adjacent revenue growth in the Services segment. Apple Business Essentials combines all device management services spanning 24/7 technical support to security and cloud storage into one convenient offering, making Apple device adoption in the workplace a more convenient and efficient process for commercial users.With digital transformation being progressively viewed as a business strategy for remaining economically competitive, Apple Business Essentials is expected to further Apple's capitalization of commercial opportunities ahead. And Apple's upcoming launch of the \"Tap-to-Pay\" feature, which will allow SMBs to \"accept payments through Apple Pay, credit cards and digital wallets\" using near field communication (\"NFC\") straight from the iPhone, is also expected to strategically provide mutual reinforcement for both hardware and service sales within the commercial landscape in coming years.App Store: Continued growth in market demand for mobile applications will also be a boon to Apple's fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of more than $400 billion over the next five years. With AAPL hosting one of the largest and most used app stores in the world, it would be reasonable to assume that related revenues would grow at a similar pace.Despite mounting global regulatory scrutiny over Apple's alleged antitrust violations with its App Store, the company's continued focus on ensuring user privacy, security, and ease of transactions remains key strategies for retaining user adoption. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple's App store due to the \"value of security, privacy and ease of transactions\" provided, despite developers pushing for rights to transact outside of Apple's ecosystem.What to Look for After EarningsFor the current quarter, management has warned of continuing supply headwinds stemming from COVID-related disruptions and industry-wide silicon shortages. On the demand side, COVID disruptions observed in China - which represents almost a fifth of total Apple sales - have slowed domestic consumption. Paired with the company's recent pullout from the Russian market following the Ukraine war, which drove a 150 bps decrease to sales growth in the March-quarter, the company is expecting a quantified impact of $4 billion to $8 billion from the combined challenges for the June-quarter.But these impacts to the company's fundamental strength and valuation prospects are expected to remain minimum given their transitory nature. Yes, they will bring about some volatility in the near-term for sure, but the stock's bullish narrative in the long run, backed by continued growth and a strong balance sheet, remains intact.China's COVID Situation: Production at most of Apple's most notable assemblers in China, including Pegatron, Foxconn and Quanta have resumed after temporary suspensions in response to China's attempt to curb the resurgence of omicron infections. Most are currently operating out of a \"closed-loop system\", where \"workers live on-site and are tested regularly\" to reduce chances of a widespread outbreak.But logistical challenges remain intense due to strict quarantine controls levied on the country's trucking fleet, which is responsible for transporting about 75% of total freight in China. Key industrial hubs like Jiangsu, Guangdong, Shanxi and Shanghai saw road freight volumes decline by close to a fifth in March compared to the prior year. Only some easing has been observed since late April, as China continues to struggle with getting a grip on persistent infection rates, especially in the Shanghai corridor that houses some of Apple's final assembly plants. Despite the return to closed-loop operations, the assembly plants are facing heightening risks of exposure to dwindling inventory levels as a result of ongoing logistical challenges. As such, we consider Apple's recent guidance of an upward adjusted estimate on product disruption for the current quarter a prudent decision in setting market expectations in the near-term.Silicon Shortages: Industry-wide silicon shortages have been going on more than a year now, with the aftermath of pandemic-era disruptions to production still lingering to this day. Increased demand for chips in the face of accelerating cross-industry digitization, compounded by raw material supply constraints due to the Russia-Ukraine war has also further complicated the situation.Apple continues to suffer from the shortage of legacy nodes, which have caused an acute impact to iPad supply. This has led to multiple consecutive periods of declining sales for the segment, despite refreshed demand from both retail and commercial consumers. As the easing timeline on chip shortages remains highly uncertain, we expect related impacts to fluctuate in the range of $3 billion to $6 billion through the rest of the year and potentially through the first half of 2023. This is consistent with observations in the past three quarters prior to added pressure from China's recent lockdowns and the Russia-Ukraine war.Russia Exit: Apple noted lost sales growth of about 150 bps in the March-quarter due to its exit from the Russian market following the country's attack on Ukraine. Considering 9% year-on-year growth observed in the March-quarter, Apple is expected to have lost about $1 billion in sales as a result of pulling out operations from Russia, which is immaterial from both a fundamental and valuations point of view. We also consider Apple's immediate exit from the Russian market following the onset of the Russia-Ukraine war a prudent move, which precluded the company from exposure to impacts pertaining to ensuing sanctions levied on Russia by the U.S. and its allies.Tightening Monetary Policy: As discussed in our recent coverage, we consider the Apple stock one of the strongest shields against adverse impacts from the Federal Reserve's monetary policy tightening measures to quell the hottest inflation in 40 years. While tightening financial conditions have largely deterred investors from risky assets like growth stocks, Apple has remained comparatively resilient given its outperformance of key benchmark indexes still, despite overall year-to-date declines.Sustained by robust demand still for its existing offerings, and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles in the long run, Apple is expected to re-emerge from the current market rout stronger than its peers thanks to its fundamental strength. As mentioned in earlier sections, Apple's strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.The company's robust balance sheet is also backing generous shareholder returns in the form of share buybacks and dividends, which is a positive gesture under the current market climate. The company returned $27 billion to shareholders in the March-quarter through a combination of $22.9 billion in share buybacks and $3.6 billion in dividends. The company has also promised a dividend increase of 5% to $0.23 per share for the current quarter, and authorized an additional $90 billion in share buybacks as the company works to get its checkbook down to cash neutral over time.Is Apple Stock a Buy, Sell or Hold?As Apple continues to press through production challenges and macroeconomic headwinds with outperformance, we are maintaining our 12-month price target for the stock at the $200 to $210 level. This would represent upside potential of more than 30% based on the stock's last traded share price of $157.28 (May 6th).Apple Valuation Analysis (Author)Apple Financial Forecast (Author)As the broad-based market rout continues amidst still-fluid macroeconomic challenges spanning runaway inflation, tightening monetary policies, hard-to-tame COVID outbreaks, and intensifying geopolitical tensions, the current turmoil in equities could \"provide a near-term stock pullback which [could be used] as a buying opportunity\". We believe the stock's market value is currently non-reflective of its fundamental strength, and growth trajectory ahead of robust demand and new product / segment launches that include AR/VR headsets and the Apple car over coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061526933,"gmtCreate":1651648974103,"gmtModify":1676534942259,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"As of now, the recommendations are pretty low to enter and you never know the game changes once development is going well...","listText":"As of now, the recommendations are pretty low to enter and you never know the game changes once development is going well...","text":"As of now, the recommendations are pretty low to enter and you never know the game changes once development is going well...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061526933","repostId":"2232715789","repostType":4,"repost":{"id":"2232715789","pubTimestamp":1651622425,"share":"https://ttm.financial/m/news/2232715789?lang=&edition=fundamental","pubTime":"2022-05-04 08:00","market":"us","language":"en","title":"3 Beaten-Down Stocks That Could Deliver 5X Gains By 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2232715789","media":"Motley Fool","summary":"These stocks are losers now. But they could be huge winners over the next few years.","content":"<html><head></head><body><p>Even the best stocks can fall on hard times. That&#39;s certainly been the case with plenty of biotech stocks over the past 12 months. However, some that have floundered could still be huge winners over the long term.</p><p>We asked three Motley Fool contributors to pick beaten-down stocks they think can deliver 5x gains by 2030. Here&#39;s why they chose <b>CRISPR Therapeutics</b>, <b>Ginkgo Bioworks Holdings</b>, and <b>Novocure</b>.</p><h2>A great entry point for investors</h2><p><b>Prosper Junior Bakiny (CRISPR Therapeutics):</b> &#34;Beaten-down&#34; doesn&#39;t begin to describe what has happened to CRISPR Therapeutics in the past year on the market. Shares of the gene-editing specialist have plunged by more than 60% in the trailing-12-month period -- a horrible performance by any metric.</p><p>It&#39;s not hard to understand what&#39;s going on here. The biotech currently has no products on the market. Before its recent fall, shares had been on fire. A correction was probably overdue.</p><p>But this could be a great entry point for opportunistic investors willing to be patient. CRISPR Therapeutics has several promising pipeline candidates. These include several immuno-oncology candidates: CTX110, CTX120, and CTX130. However, the most exciting of CRISPR Therapeutics&#39; programs is CTX001. The biotech is developing this potential therapy for sickle cell disease and transfusion-dependent beta-thalassemia in collaboration with <b>Vertex Pharmaceuticals</b>.</p><p>CRISPR Therapeutics and Vertex have already produced excellent results in a phase 1/2 clinical trial. Regulatory submissions should come down by the end of the year.</p><p>There are few safe and effective therapy options for both of those rare blood illnesses. If CTX001 earns regulatory approval, it could be a game changer.</p><p>And that highlights the potential of CRISPR Therapeutics&#39; platform. Like other gene-editing specialists, the company is going after challenging targets, including some for which there are few (if any) curative therapies.</p><p>Another example of that is the company&#39;s VCTX210, an investigational gene-editing treatment for type 1 diabetes. CRISPR Therapeutics could record some major clinical wins in the next five years, thereby helping its stock price soar.</p><p>Of course, none of this is guaranteed. CRISPR Therapeutics&#39; candidates could run into clinical or regulatory obstacles. It&#39;s essential to keep these risks (and others) in mind when making investment decisions.</p><p>But if enough things go right for CRISPR Therapeutics, the company&#39;s shares could skyrocket by 2030. That&#39;s why it&#39;s worth considering initiating a position now, especially after the beating CRISPR Therapeutics has endured in the past year.</p><h2>A potential growth machine in the making</h2><p><b>David Jagielski</b> <b>(Ginkgo Bioworks): </b>A crashing growth stock with loads of potential is <a href=\"https://laohu8.com/S/AONE.U\">one</a> that investors should pay close attention to because it can lead to significant returns in the near future. Ginkgo Bioworks is one of those stocks. The more it falls, the more likely it is that this will be at least a five-bagger investment by 2030.</p><p>To get to that level, the stock wouldn&#39;t even need to climb a whole lot higher than where it started trading. Last September, the biotech stock went public through a merger with a special purpose acquisition company (SPAC). It soon reached a high of more than $14. That&#39;s already around four times the value of where it trades today.</p><p>The sell-off of Ginkgo&#39;s shares since it went public is a bit of a mystery. It follows a relatively similar path to that of Cathie Wood&#39;s <b>Ark Innovation <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> </b>, which holds shares of Ginkgo. Since November, the exchange-traded fund has fallen by close to 60% while Ginkgo has done a bit worse, cratering by 70%.</p><p>But that could prove to be a short-term problem for investors. Among the most attractive features of Ginkgo&#39;s business is its versatility. It can help multiple industries through programming cells. Consumer and technology, food and agriculture, industrials and environment, and biotech and pharma are the different areas the company has identified opportunities in.</p><p>The total addressable market for bioengineered products could be well into the trillions by 2040. Ginkgo only has to scratch the surface of all that potential to jump to the roughly $32 billion valuation it would need to reach to generate 5x returns.</p><p>Ginkgo has been working on deals to tap into some of that growth already. In April alone, it announced multiple collaborations and partnerships. One involved working with animal health company <b>Elanco</b> to launch a new business focused on improving animal health and protein production. Another was to partner with a company in the water business to develop biosensors that would find toxins in water.</p><p>In 2022, Ginkgo projects its revenue will come in between $325 million and $340 million. While that&#39;s a potentially modest increase from the $314 million it reported in 2021 (when its revenue soared 309%), Ginkgo is still in the early stages of its growth. There&#39;s significant potential here for investors to earn a fantastic return. The key is remaining patient with the business as it grows.</p><h2>5x could be too pessimistic for this stock</h2><p><b>Keith Speights (Novocure):</b> One stock immediately jumped to my mind when I began thinking about candidates that could deliver a 5x gain by 2030 -- Novocure. Actually, I that 5x could even be too pessimistic.</p><p>Novocure&#39;s Tumor Treating Fields (TTFields) therapy, which uses electrical fields to disrupt cancer cell replication, is currently approved for treating glioblastoma multiforme (GBM) and mesothelioma. Novocure CEO Bill Doyle noted in the company&#39;s first-quarter conference call that the GBM business &#34;remains a key driver of our long-term success.&#34; The company hopes to soon expand into the French GBM market. It&#39;s also building out its infrastructure to reach more of the North American and EMEA (Europe, Middle East, and Africa) markets.</p><p>But Novocure&#39;s potential to deliver 5x or greater returns largely depends on winning regulatory approvals for TTFields in additional indications. The company is currently evaluating the therapy in four late-stage pivotal studies for which results should be available in the near term.</p><p>Data from the Lunar study of TTFields in treating non-small cell lung cancer should read out this year. In 2023, Novocure expects to announce results from two late-stage studies targeting ovarian cancer and brain metastases. And in 2024, the company anticipates reporting data from its phase 3 study targeting pancreatic cancer.</p><p>Novocure currently has penetrated only around 35% of the GBM market. However, the indications that it&#39;s going after in the four late-stage studies represent a market size that&#39;s 14x greater than its current market.</p><p>Granted, Novocure needs its clinical studies to be successful to have a shot at becoming the huge winner I think it can be. But I like the company&#39;s chances.</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 Beaten-Down Stocks That Could Deliver 5X Gains By 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Beaten-Down Stocks That Could Deliver 5X Gains By 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/02/3-beaten-down-stocks-that-could-deliver-5x-gains-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even the best stocks can fall on hard times. That's certainly been the case with plenty of biotech stocks over the past 12 months. However, some that have floundered could still be huge winners over ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/02/3-beaten-down-stocks-that-could-deliver-5x-gains-b/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DNA":"Ginkgo Bioworks Holdings Inc.","CRSP":"CRISPR Therapeutics AG","NVCR":"NovoCure Limited"},"source_url":"https://www.fool.com/investing/2022/05/02/3-beaten-down-stocks-that-could-deliver-5x-gains-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232715789","content_text":"Even the best stocks can fall on hard times. That's certainly been the case with plenty of biotech stocks over the past 12 months. However, some that have floundered could still be huge winners over the long term.We asked three Motley Fool contributors to pick beaten-down stocks they think can deliver 5x gains by 2030. Here's why they chose CRISPR Therapeutics, Ginkgo Bioworks Holdings, and Novocure.A great entry point for investorsProsper Junior Bakiny (CRISPR Therapeutics): \"Beaten-down\" doesn't begin to describe what has happened to CRISPR Therapeutics in the past year on the market. Shares of the gene-editing specialist have plunged by more than 60% in the trailing-12-month period -- a horrible performance by any metric.It's not hard to understand what's going on here. The biotech currently has no products on the market. Before its recent fall, shares had been on fire. A correction was probably overdue.But this could be a great entry point for opportunistic investors willing to be patient. CRISPR Therapeutics has several promising pipeline candidates. These include several immuno-oncology candidates: CTX110, CTX120, and CTX130. However, the most exciting of CRISPR Therapeutics' programs is CTX001. The biotech is developing this potential therapy for sickle cell disease and transfusion-dependent beta-thalassemia in collaboration with Vertex Pharmaceuticals.CRISPR Therapeutics and Vertex have already produced excellent results in a phase 1/2 clinical trial. Regulatory submissions should come down by the end of the year.There are few safe and effective therapy options for both of those rare blood illnesses. If CTX001 earns regulatory approval, it could be a game changer.And that highlights the potential of CRISPR Therapeutics' platform. Like other gene-editing specialists, the company is going after challenging targets, including some for which there are few (if any) curative therapies.Another example of that is the company's VCTX210, an investigational gene-editing treatment for type 1 diabetes. CRISPR Therapeutics could record some major clinical wins in the next five years, thereby helping its stock price soar.Of course, none of this is guaranteed. CRISPR Therapeutics' candidates could run into clinical or regulatory obstacles. It's essential to keep these risks (and others) in mind when making investment decisions.But if enough things go right for CRISPR Therapeutics, the company's shares could skyrocket by 2030. That's why it's worth considering initiating a position now, especially after the beating CRISPR Therapeutics has endured in the past year.A potential growth machine in the makingDavid Jagielski (Ginkgo Bioworks): A crashing growth stock with loads of potential is one that investors should pay close attention to because it can lead to significant returns in the near future. Ginkgo Bioworks is one of those stocks. The more it falls, the more likely it is that this will be at least a five-bagger investment by 2030.To get to that level, the stock wouldn't even need to climb a whole lot higher than where it started trading. Last September, the biotech stock went public through a merger with a special purpose acquisition company (SPAC). It soon reached a high of more than $14. That's already around four times the value of where it trades today.The sell-off of Ginkgo's shares since it went public is a bit of a mystery. It follows a relatively similar path to that of Cathie Wood's Ark Innovation Pacer Swan SOS Fund of Funds ETF|ETF , which holds shares of Ginkgo. Since November, the exchange-traded fund has fallen by close to 60% while Ginkgo has done a bit worse, cratering by 70%.But that could prove to be a short-term problem for investors. Among the most attractive features of Ginkgo's business is its versatility. It can help multiple industries through programming cells. Consumer and technology, food and agriculture, industrials and environment, and biotech and pharma are the different areas the company has identified opportunities in.The total addressable market for bioengineered products could be well into the trillions by 2040. Ginkgo only has to scratch the surface of all that potential to jump to the roughly $32 billion valuation it would need to reach to generate 5x returns.Ginkgo has been working on deals to tap into some of that growth already. In April alone, it announced multiple collaborations and partnerships. One involved working with animal health company Elanco to launch a new business focused on improving animal health and protein production. Another was to partner with a company in the water business to develop biosensors that would find toxins in water.In 2022, Ginkgo projects its revenue will come in between $325 million and $340 million. While that's a potentially modest increase from the $314 million it reported in 2021 (when its revenue soared 309%), Ginkgo is still in the early stages of its growth. There's significant potential here for investors to earn a fantastic return. The key is remaining patient with the business as it grows.5x could be too pessimistic for this stockKeith Speights (Novocure): One stock immediately jumped to my mind when I began thinking about candidates that could deliver a 5x gain by 2030 -- Novocure. Actually, I that 5x could even be too pessimistic.Novocure's Tumor Treating Fields (TTFields) therapy, which uses electrical fields to disrupt cancer cell replication, is currently approved for treating glioblastoma multiforme (GBM) and mesothelioma. Novocure CEO Bill Doyle noted in the company's first-quarter conference call that the GBM business \"remains a key driver of our long-term success.\" The company hopes to soon expand into the French GBM market. It's also building out its infrastructure to reach more of the North American and EMEA (Europe, Middle East, and Africa) markets.But Novocure's potential to deliver 5x or greater returns largely depends on winning regulatory approvals for TTFields in additional indications. The company is currently evaluating the therapy in four late-stage pivotal studies for which results should be available in the near term.Data from the Lunar study of TTFields in treating non-small cell lung cancer should read out this year. In 2023, Novocure expects to announce results from two late-stage studies targeting ovarian cancer and brain metastases. And in 2024, the company anticipates reporting data from its phase 3 study targeting pancreatic cancer.Novocure currently has penetrated only around 35% of the GBM market. However, the indications that it's going after in the four late-stage studies represent a market size that's 14x greater than its current market.Granted, Novocure needs its clinical studies to be successful to have a shot at becoming the huge winner I think it can be. But I like the company's chances.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003712490,"gmtCreate":1641086011181,"gmtModify":1676533570116,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Good start for EV&nbsp;","listText":"Good start for EV&nbsp;","text":"Good start for EV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003712490","repostId":"1173416252","repostType":4,"repost":{"id":"1173416252","pubTimestamp":1641085354,"share":"https://ttm.financial/m/news/1173416252?lang=&edition=fundamental","pubTime":"2022-01-02 09:02","market":"us","language":"en","title":"XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1173416252","media":"Barrons","summary":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning","content":"<html><head></head><body><p>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.</p><p>NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.</p><p>About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.</p><p>Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.</p><p>Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.</p><p>NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.</p><p>Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.</p><p>December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.</p><p>Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.</p><p>Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&amp;P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.</p><p>Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.</p><p>Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.</p></body></html>","source":"market_watch","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>XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla</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\">\nXPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning...</p>\n\n<a href=\"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore\">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","TSLA":"特斯拉","LI":"理想汽车","XPEV":"小鹏汽车"},"source_url":"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1173416252","content_text":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569274903458035","authorId":"3569274903458035","name":"HLPA","avatar":"https://static.tigerbbs.com/07e7b987a9127c5a47dbc3ae02db548b","crmLevel":8,"crmLevelSwitch":1,"idStr":"3569274903458035","authorIdStr":"3569274903458035"},"content":"great fo EV but do take care as China has not completed its task yet","text":"great fo EV but do take care as China has not completed its task yet","html":"great fo EV but do take care as China has not completed its task yet"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881278467,"gmtCreate":1631353273859,"gmtModify":1676530534546,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Thanks for the info. Will monitor&nbsp;","listText":"Thanks for the info. Will monitor&nbsp;","text":"Thanks for the info. Will monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/881278467","repostId":"1127699574","repostType":4,"repost":{"id":"1127699574","pubTimestamp":1631328152,"share":"https://ttm.financial/m/news/1127699574?lang=&edition=fundamental","pubTime":"2021-09-11 10:42","market":"us","language":"en","title":"BlackBerry Has a Chance at Turning Into a Growth Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1127699574","media":"InvestorPlace","summary":"BB stock could be worth 30% more, assuming the company turns FCF positive next fiscal year","content":"<p><b>Blackberry</b>&nbsp;(NYSE:<b><u>BB</u></b>), the automotive embedded software company, produced positive free cash flow (FCF)&nbsp;of $74 million&nbsp;last fiscal year ending May 31. But its fiscal&nbsp;Q1 showed a loss of $35 million in FCF. This didn’t do anything to help BB stock. If fell from a near-term peak of $15.88 on June 3 (before the June 24 Q1 results) to $9.56 on Aug. 19. The stock could be near a trough now.</p>\n<p>I still believe that&nbsp;as I wrote on June 4, BB stock could be worth $20.91 per share, assuming its FCF turns positive this year. All eyes will therefore be on its upcoming Sept. 22 fiscal Q2 earnings release. Investors will want to see if revenue is growing and the company achieves positive FCF.</p>\n<p>For example, last quarter ending May 31 revenue fell by 15.5% year-over-year (YOY) from $206 million last year to $174 million this quarter. In fact, it was also down by 17.1% from the prior quarter as well.</p>\n<p>That is almost like a curse for a stock like Blackberry. Investors and analysts want to see positive growth on a steady YoY and quarter-over-quarter (QOQ) basis. This probably explains why the stock fell so much.</p>\n<p><b>Where This Leaves BlackBerry</b></p>\n<p>Last year BlackBerry produced $893 million in revenue, but for this fiscal year ending May 2022 analysts still see lower sales at $781.6 million. However, they also expect a recovery by May 2023 to $954.1 million. But is the market willing to wait until then? That is why the upcoming fiscal Q2 2022 earnings release will be so important. Investors want to see if the company is back on a growth track.</p>\n<p>If it is, then the likelihood that it can produce positive free cash flow for the year will increase, and this will help BB stock recover.</p>\n<p>For example, as I pointed out in my last article, BlackBerry reported FCF during Q4 of $49 million. This was a huge 23.33% of its $210 million in revenue during the quarter. Assuming it can pull off the same thing next year the company could make $222.3 million in FCF that year. That is based on 23.33% of sales of $954.1 million.</p>\n<p>However, to be more conservative let’s assume that it can only make half of that or an 11.5% FCF margin. That lowers its forecast FCF to $109.7 million. Moreover, its present value using a 10% discount rate and a year and a half in the future is 86.68% times this FCF number. That lowers it to $95.1 million.</p>\n<p><b>What BlackBerry Stock Could Be Worth</b></p>\n<p>If we use an FCF yield of between 1% we can calculate the company’s ongoing value. This is calculated by dividing the free cash flow estimates by its FCF yield ratio.</p>\n<p>For example, using $95.1 million in FCF forecast for Blackberry in 2023 brings its value to $9.51 billion. This is 55.7% over today’s market value for Blackberry of $6.109 billion.</p>\n<p>And if we use a 1.5% FCF yield, the target market value falls to $6.34 billion (i.e., $95.1/0.015=$6.34b). That is just 3.78% over today’s price.</p>\n<p>Therefore, BB stock has a target value between 3.78% and 55.7% over today’s price. The average is 29.74%, or basically 30% over today’s price of $10.73. That puts its value at $13.95 per share (estimate rounded to $14).</p>\n<p><b>What to do With BB Stock</b></p>\n<p>Analysts are not very positive about BB stock. For example, seven analysts surveyed by Refinitiv (reported by&nbsp;<i>Yahoo! Finance</i>) have an average target price of $8.36. That implies a potential drop of 22% from today’s price.</p>\n<p>Another survey by&nbsp;<i>TipRanks.com</i>&nbsp;says that four analysts have an&nbsp;average price of $9.50or 11.5% below today’s price. However, nine Wall Street analysts surveyed by&nbsp;<i>Seeking Alpha</i>&nbsp;have an&nbsp;average target of $8.19, or 23.7% below today.</p>\n<p>So the average of all three of these surveys is a price of $8.68, or 19% lower. I would not be too bothered by this though. Analysts have a tendency to raise their price targets after the stock has already risen.</p>\n<p>Enterprising investors who are willing to anticipate more positive results for the year ending May 2023 (and probably before that) could see the stock rise 30% to $13.95 per share.</p>","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>BlackBerry Has a Chance at Turning Into a Growth 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\">\nBlackBerry Has a Chance at Turning Into a Growth Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 10:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/09/bb-stock-could-turn-around-next-fiscal-year-if-revenue-rebounds-as-analysts-forecast/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Blackberry (NYSE:BB), the automotive embedded software company, produced positive free cash flow (FCF) of $74 million last fiscal year ending May 31. But its fiscal Q1 showed a loss of $35 million in ...</p>\n\n<a href=\"https://investorplace.com/2021/09/bb-stock-could-turn-around-next-fiscal-year-if-revenue-rebounds-as-analysts-forecast/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓"},"source_url":"https://investorplace.com/2021/09/bb-stock-could-turn-around-next-fiscal-year-if-revenue-rebounds-as-analysts-forecast/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127699574","content_text":"Blackberry (NYSE:BB), the automotive embedded software company, produced positive free cash flow (FCF) of $74 million last fiscal year ending May 31. But its fiscal Q1 showed a loss of $35 million in FCF. This didn’t do anything to help BB stock. If fell from a near-term peak of $15.88 on June 3 (before the June 24 Q1 results) to $9.56 on Aug. 19. The stock could be near a trough now.\nI still believe that as I wrote on June 4, BB stock could be worth $20.91 per share, assuming its FCF turns positive this year. All eyes will therefore be on its upcoming Sept. 22 fiscal Q2 earnings release. Investors will want to see if revenue is growing and the company achieves positive FCF.\nFor example, last quarter ending May 31 revenue fell by 15.5% year-over-year (YOY) from $206 million last year to $174 million this quarter. In fact, it was also down by 17.1% from the prior quarter as well.\nThat is almost like a curse for a stock like Blackberry. Investors and analysts want to see positive growth on a steady YoY and quarter-over-quarter (QOQ) basis. This probably explains why the stock fell so much.\nWhere This Leaves BlackBerry\nLast year BlackBerry produced $893 million in revenue, but for this fiscal year ending May 2022 analysts still see lower sales at $781.6 million. However, they also expect a recovery by May 2023 to $954.1 million. But is the market willing to wait until then? That is why the upcoming fiscal Q2 2022 earnings release will be so important. Investors want to see if the company is back on a growth track.\nIf it is, then the likelihood that it can produce positive free cash flow for the year will increase, and this will help BB stock recover.\nFor example, as I pointed out in my last article, BlackBerry reported FCF during Q4 of $49 million. This was a huge 23.33% of its $210 million in revenue during the quarter. Assuming it can pull off the same thing next year the company could make $222.3 million in FCF that year. That is based on 23.33% of sales of $954.1 million.\nHowever, to be more conservative let’s assume that it can only make half of that or an 11.5% FCF margin. That lowers its forecast FCF to $109.7 million. Moreover, its present value using a 10% discount rate and a year and a half in the future is 86.68% times this FCF number. That lowers it to $95.1 million.\nWhat BlackBerry Stock Could Be Worth\nIf we use an FCF yield of between 1% we can calculate the company’s ongoing value. This is calculated by dividing the free cash flow estimates by its FCF yield ratio.\nFor example, using $95.1 million in FCF forecast for Blackberry in 2023 brings its value to $9.51 billion. This is 55.7% over today’s market value for Blackberry of $6.109 billion.\nAnd if we use a 1.5% FCF yield, the target market value falls to $6.34 billion (i.e., $95.1/0.015=$6.34b). That is just 3.78% over today’s price.\nTherefore, BB stock has a target value between 3.78% and 55.7% over today’s price. The average is 29.74%, or basically 30% over today’s price of $10.73. That puts its value at $13.95 per share (estimate rounded to $14).\nWhat to do With BB Stock\nAnalysts are not very positive about BB stock. For example, seven analysts surveyed by Refinitiv (reported by Yahoo! Finance) have an average target price of $8.36. That implies a potential drop of 22% from today’s price.\nAnother survey by TipRanks.com says that four analysts have an average price of $9.50or 11.5% below today’s price. However, nine Wall Street analysts surveyed by Seeking Alpha have an average target of $8.19, or 23.7% below today.\nSo the average of all three of these surveys is a price of $8.68, or 19% lower. I would not be too bothered by this though. Analysts have a tendency to raise their price targets after the stock has already risen.\nEnterprising investors who are willing to anticipate more positive results for the year ending May 2023 (and probably before that) could see the stock rise 30% to $13.95 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816138929,"gmtCreate":1630476036061,"gmtModify":1676530313945,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Hard to says...expect the unexpected and be prudent in investment&nbsp;","listText":"Hard to says...expect the unexpected and be prudent in investment&nbsp;","text":"Hard to says...expect the unexpected and be prudent in investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/816138929","repostId":"1121703403","repostType":4,"repost":{"id":"1121703403","pubTimestamp":1630468161,"share":"https://ttm.financial/m/news/1121703403?lang=&edition=fundamental","pubTime":"2021-09-01 11:49","market":"us","language":"en","title":"September Is the Stock Market’s Worst Month. History Says This Time Could Be Different.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121703403","media":"Barron's","summary":"The stock market usually performs poorly in September. This year could be different, precisely becau","content":"<p>The stock market usually performs poorly in September. This year could be different, precisely because shares have already risen so much for the year.</p>\n<p>September is usually one of the worst months of the year for the stock market, but shares do better at times when they have already done well. Over the years dating back to 1928, the average September return for the S&amp;P 500 has been a loss of 0.99%. That makes the month far worse than May, which ranks second in providing gloom for investors with an average loss of 0.11%.</p>\n<p>History indicates that September 2021 could be a good month for stocks. In the years since 1928 when the S&amp;P 500 rose by more than 13% for the first six months, the index’s median September gain was 1.4%, according to Fundstrat. Through June this year, the broad market benchmark rallied 14%.</p>\n<p>The index rose in September in 63% of the years when the market charged ahead from January through June, while it fell during the month in 54% of the years during that overall span.</p>\n<p>The stock market’s recent rise has bolstered hopes the index will do well for the rest of the year. Strategists at Wells Fargo recently lifted their target for the S&amp;P 500 to a level that reflects more than 6% upside from the index’s current level. They say that in years in which the index sees double-digit gains in percentage terms for the first eight months, it rises another 8% to top off the year. The data goes back to 1990.</p>\n<p>The index closed Thursday at 4522.68, ending August with a year-to-date gain of 20.4%.</p>\n<p>Just be aware that the ride upward could be bumpy. The S&amp;P 500 hasn’t had a pullback of more than 5% this year. With several risks on the horizon, including a corporate-tax increase that could reduce aggregate S&amp;P 500 earnings per share by 5%, stocks could see a correction.</p>\n<p>“Markets are ‘overbought’ and due for a pullback,” writes Tom Lee, Fundstrat’s head of research. Just don’t be surprised to see the market gain some more.</p>","source":"lsy1610680873436","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>September Is the Stock Market’s Worst Month. History Says This Time Could Be Different.</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\">\nSeptember Is the Stock Market’s Worst Month. History Says This Time Could Be Different.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/september-stocks-what-happens-next-51630442637?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market usually performs poorly in September. This year could be different, precisely because shares have already risen so much for the year.\nSeptember is usually one of the worst months of ...</p>\n\n<a href=\"https://www.barrons.com/articles/september-stocks-what-happens-next-51630442637?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/september-stocks-what-happens-next-51630442637?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121703403","content_text":"The stock market usually performs poorly in September. This year could be different, precisely because shares have already risen so much for the year.\nSeptember is usually one of the worst months of the year for the stock market, but shares do better at times when they have already done well. Over the years dating back to 1928, the average September return for the S&P 500 has been a loss of 0.99%. That makes the month far worse than May, which ranks second in providing gloom for investors with an average loss of 0.11%.\nHistory indicates that September 2021 could be a good month for stocks. In the years since 1928 when the S&P 500 rose by more than 13% for the first six months, the index’s median September gain was 1.4%, according to Fundstrat. Through June this year, the broad market benchmark rallied 14%.\nThe index rose in September in 63% of the years when the market charged ahead from January through June, while it fell during the month in 54% of the years during that overall span.\nThe stock market’s recent rise has bolstered hopes the index will do well for the rest of the year. Strategists at Wells Fargo recently lifted their target for the S&P 500 to a level that reflects more than 6% upside from the index’s current level. They say that in years in which the index sees double-digit gains in percentage terms for the first eight months, it rises another 8% to top off the year. The data goes back to 1990.\nThe index closed Thursday at 4522.68, ending August with a year-to-date gain of 20.4%.\nJust be aware that the ride upward could be bumpy. The S&P 500 hasn’t had a pullback of more than 5% this year. With several risks on the horizon, including a corporate-tax increase that could reduce aggregate S&P 500 earnings per share by 5%, stocks could see a correction.\n“Markets are ‘overbought’ and due for a pullback,” writes Tom Lee, Fundstrat’s head of research. Just don’t be surprised to see the market gain some more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147111947,"gmtCreate":1626340865089,"gmtModify":1703758234471,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586990023332519","authorIdStr":"3586990023332519"},"themes":[],"htmlText":"Get the right person doing the job will help boosting your business.","listText":"Get the right person doing the job will help boosting your business.","text":"Get the right person doing the job will help boosting your business.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147111947","repostId":"1142346792","repostType":4,"repost":{"id":"1142346792","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":1626340179,"share":"https://ttm.financial/m/news/1142346792?lang=&edition=fundamental","pubTime":"2021-07-15 17:09","market":"us","language":"en","title":"Netflix shares rises 2.38% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1142346792","media":"Tiger Newspress","summary":"Netflix shares rises 2.38% in premarket trading.\nNetflix Inc said on Wednesday it has hired a former","content":"<p>Netflix&nbsp;shares rises 2.38% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/85ff4c5e13d8cfad632ae6f299ddaef8\" tg-width=\"1284\" tg-height=\"613\">Netflix Inc said on Wednesday it has hired a former&nbsp;Facebook&nbsp;executive to lead its video games unit as the company ramps up its efforts to grow beyond its traditional streaming business.</p>\n<p>The streaming giant hired Mike Verdu, who was most recently a Facebook vice president, asVPof game development and he will report to Chief Operating Officer Greg Peters.</p>\n<p>Netflix's expansion comes at a time when the company is looking at new ways to draw in subscribers in an attempt to stave off fierce competition from the likes of Disney+ , Apple TV+ and AT&amp;T's HBO Max.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix shares rises 2.38% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\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\">\nNetflix shares rises 2.38% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-15 17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Netflix&nbsp;shares rises 2.38% in premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/85ff4c5e13d8cfad632ae6f299ddaef8\" tg-width=\"1284\" tg-height=\"613\">Netflix Inc said on Wednesday it has hired a former&nbsp;Facebook&nbsp;executive to lead its video games unit as the company ramps up its efforts to grow beyond its traditional streaming business.</p>\n<p>The streaming giant hired Mike Verdu, who was most recently a Facebook vice president, asVPof game development and he will report to Chief Operating Officer Greg Peters.</p>\n<p>Netflix's expansion comes at a time when the company is looking at new ways to draw in subscribers in an attempt to stave off fierce competition from the likes of Disney+ , Apple TV+ and AT&amp;T's HBO Max.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142346792","content_text":"Netflix shares rises 2.38% in premarket trading.\nNetflix Inc said on Wednesday it has hired a former Facebook executive to lead its video games unit as the company ramps up its efforts to grow beyond its traditional streaming business.\nThe streaming giant hired Mike Verdu, who was most recently a Facebook vice president, asVPof game development and he will report to Chief Operating Officer Greg Peters.\nNetflix's expansion comes at a time when the company is looking at new ways to draw in subscribers in an attempt to stave off fierce competition from the likes of Disney+ , Apple TV+ and AT&T's HBO Max.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}