PoloMimi personal page - To The Moon

PoloMimi

PoloMimi

Profile：Looking forward to a good huat

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2021-08-08

Awesome ??

Sorry, the original content has been removed

2021-08-04

Thanks for confirming

Sorry, the original content has been removed

2021-08-01

Thanks for the caution

Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year

2021-08-24

Sounds good

Sorry, the original content has been removed

2021-08-17

Apple is so high now

Sorry, the original content has been removed

2021-07-30

Good to hear this

Musk confirms Tesla AI Day will be on August 19

2021-07-31

Great

Sorry, the original content has been removed

2021-07-03

Sounds good

These 15 stocks -- June's biggest losers -- could become July's winners

2021-08-02

Power up

Tesla rose nearly 5% in morning trading

2021-07-25

What is the next support for Tencent? Hope Tencent stocks can rebound soon

Tencent was ordered to remove the exclusive copyright of online music

2021-09-02

Both sound good to buy .

Palantir Vs. Snowflake: Which Is The Better Buy

2021-08-04

Thanks

Tech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors

2021-08-02

Good to hear that

Sorry, the original content has been removed

2021-07-29

Wow Great ?Great

Amazon Reports Earnings Thursday. Expect a Blowout.

2021-06-27

Thanks

Tesla ‘Recall’ in China to Impact Nearly 300,000 Vehicles. What to Know.

2021-08-18

Thanks for update

A Correction Is Due And It Could Be Deep

2021-08-17

Wow so high

Sorry, the original content has been removed

2021-08-06

This is bad . Hope market recovers soon

Hong Kong shares slip as virus, regulatory concerns weigh

2021-08-04

Wow

Cathie Wood Sheds $14.5M In Snapchat Parent, And Piles Up On Etsy, Robinhood

2021-07-30

Yes great indeed

EV Stocks surged in Friday morning trading

Go to Tiger App to see more news

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Plunged down quite a lot and is a little uptrend now .&nbsp;","listText":"Wonder what is the upside in the last quarter ? Plunged down quite a lot and is a little uptrend now .&nbsp;","text":"Wonder what is the upside in the last quarter ? Plunged down quite a lot and is a little uptrend now .","images":[{"img":"https://static.tigerbbs.com/89696863840c35968c504e98f2b87864","width":"1080","height":"3597"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812313392","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":812337337,"gmtCreate":1630551908929,"gmtModify":1676530338239,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Both sound good to buy .","listText":"Both sound good to buy .","text":"Both sound good to buy .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812337337","repostId":"1167000656","repostType":4,"repost":{"id":"1167000656","pubTimestamp":1630545427,"share":"https://www.laohu8.com/m/news/1167000656?lang=&edition=full","pubTime":"2021-09-02 09:17","market":"us","language":"en","title":"Palantir Vs. Snowflake: Which Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1167000656","media":"seekingalpha","summary":"Summary\n\nData is the future, and the amount of data created each day is expected to increase tremend","content":"<p><b>Summary</b></p>\n<ul>\n <li>Data is the future, and the amount of data created each day is expected to increase tremendously, driving strong growth in data-minded industries.</li>\n <li>Palantir and Snowflake are two behemoths in the world of data, valued at $50 billion and $88 billion respectively.</li>\n <li>Palantir is in a unique position, benefiting off both commercial and government streams, and has a solid 30% long-term annual growth target.</li>\n <li>Snowflake is one of the fastest growing names in tech, and continues to excel in most metrics, and has a long-term growth target of $10 billion in FY29.</li>\n <li>At the moment, both are rated at 'neutral' for some near-term risks, although a ten or twenty-year time horizon looks quite promising.</li>\n</ul>\n<p>Data is the future. And if that's the case, companies specializing in the realm of data, be it storage, creation, analytics, processing, or more, are going to be in that list of top picks for the future.Data never sleeps. Domo (DOMO), a cloud software company embedded and partnered with some of tech's largest names, estimated back in 2018 that the world would create about 1.7MB per data per person in 2020 - while this may seem small at first, it's over one quadrillion MB daily.</p>\n<p>Millions of photos and pieces of content are uploaded each minute, millions of messages are sent, millions of dollars are spent online, and more. Data is growing exponentially - hundreds of millions of more internet users are added each year, billions of connected devices are expected to be added, and cloud infrastructure and data storage capabilities could grow fivefold over the next few years.</p>\n<p>Popularity in the tech sector, particularly in burgeoning segments like cybersecurity, cloud software, and data applications, is high, and for good reason - companies nestled in the cloud are finding tremendous growth, and SaaS-based companies' stocks are garnering higher multiples and rising sharply over the past three months. That's especially the case in cybersecurity, another of the top long-term growth stories pushed forward by the scale of recent attacks; hyper-growth leaders CrowdStrike (CRWD) and Zscaler (ZS) both command nearly 60x TTM EV/revenue multiples, though CrowdStrike boasts a higher growth rate.</p>\n<p>In the data and cloud realm, companies like Datadog (DDOG) earn a similar multiple, while Cloudflare (NET) trades at 70x TTM revenue. Palantir (PLTR) and Snowflake (SNOW), two of the behemoths in the data realm, command premium valuations just like the rest of tech's hottest names - they're worth 30x TTM revenues and 80x, respectively.</p>\n<p>Bridging the gap between on-prem and SaaS in data-focused enterprises are Palantir and Snowflake. Palantir operates much farther along on the SaaS spectrum thanks toApollopowering Foundry's public-facing cloud SaaS infrastructure, which marks a big shift from the decade ago where Gotham was primarily operated on-prem with manual configuration, upgrades, and maintenance. Snowflake sits opposite, generating over 90% of its revenue on a consumption basis, choosing to opt away from SaaS model for its sales.</p>\n<p>That model, and the data cloudplatformbehind it, which offers automated data engineering, analytics and science, lakes, warehouses, sharing, and other applications - it's the epitome of 'if it ain't broke, don't fix it'. Growth is stellar, and so are the metrics and drivers of such growth. Both of these behemoths have bright long-term growth prospects, and a booming industry that'll serve to aid such prospects - in terms of an investor, which is a better buy?</p>\n<p>Unrivaled Growth? By The Numbers</p>\n<p>High growth potential is typically rewarded by the market, and both of these two behemoths exhibit that - Palantir is targeting 30% long-term annual growth through 2025, while Snowflake is expected to grow at a 54% CAGR to about $4 billion in revenue by 2025. It's easy to see why investors get so excited about these two names - uniquely positioned in a growing industry with strong individual growth.</p>\n<p><b>Palantir Snapshot</b></p>\n<p>Palantir is unique in its own way, with the company having very few direct competitors to its deep data analytics business, and Gotham holds a deeper moat within the government contracting realm. Apollo's SaaS model powering both Foundry in government and commercial applications and Gotham serves as a great customer acquirer and driver of such growth.</p>\n<p>Long-term growth at 30% is great - but higher growth is even better. At the moment, Palantir is expected to grow about 37% y/y to reach $1.5 billion in revenues; however, it marked a second consecutive quarter of 49% growth y/y. Commercial revenue growth rate accelerated from 72% last quarter to 90%, adding 20 net new customers and seeing 32% q/q growth in commercial customers.</p>\n<p><img src=\"https://static.tigerbbs.com/d88644be556636c69a0277c01fd1bb29\" tg-width=\"640\" tg-height=\"310\" width=\"100%\" height=\"auto\">Graphic fromPalantir</p>\n<p>Government revenues continued a strong trajectory - up 66% y/y, alongside new contracts with the Army, Coast Guard, Air Force, one of which is a $100 million contract with SOCOM. Other new deals included the FAA, CDC, and HHS. Consistently signing new contracts, whether large or small, attests to the government's trust of and belief in the value proposition and benefits provided by Gotham and Foundry.</p>\n<p>Other metrics came in strong - average revenue per its top 20 customers rose by almost 10% to $39 million, continuing its +$3 million q/q trajectory, average revenue per customer rose 19% to $7.9 million, total booked contract value rose to $925 million, up 175% y/y, and 21 new deals of at least $10 million were booked. Strong adjusted free cash flow in the first half at $201 million allowed Palantir to double cash flow guidance for the year to $300+ million. Operating margin above 30% and gross margin above 75% for the third consecutive quarter are also positives; these are all signs of a healthy and growing business executing well.</p>\n<p>Based on the current quarterly trajectory, Palantir could be set to reach nearly $1.53 billion in revenues for the fiscal year - this assumes a 3% beat of Q3's $385 million revenue outlook, and a ~5% q/q growth to $416 million for Q4. Strong execution, a deep order book, and rising average revenues per customer all align to support this projection, and Palantir could be set to beat these expectations by a small margin. However, the numbers don't necessarily show all the underlying strengths of Palantir's business.</p>\n<p>Apollo is like the bread and butter of Palantir's growth - the company itself considers it as a third platform, given how crucial it is. Apollo has not only built a SaaS model for Palantir, but has allowed it to go where most other SaaS hasn't - running not just in the public cloud, but in private, classified and purpose-built government clouds. It acts as a layer between Palantir's applications and existing infrastructure. And it's just as coveted by customers - in the past two years, every new commercial customer has opted for Apollo, while nearly all of the new government customers use it for unclassified applications.</p>\n<p><img src=\"https://static.tigerbbs.com/9738e11e57a08df50bfee3163c494fc3\" tg-width=\"1280\" tg-height=\"849\" width=\"100%\" height=\"auto\">Graphic fromPalantir</p>\n<p>Palantir has also made quite a foray into SPACs, which have beencooling offas of late (view the list below). Many of the companies that Palantir has invested in are potential disruptors, and the company has committed $290 million and already purchased 9 million shares for $53 million (the committed represents the $250 million minus the $20 million for Celularity(NASDAQ:CELU)in the first table, plus the $60 million in the second).</p>\n<p>So Palantir will have about 40 million shares across nearly a dozen SPACs - a great bonus should those stocks perform well - but also a solid return on investment through contractual agreements. From these, Palantir is expecting to receive maximum revenues of $428 million from the first $250 million commitments (~71%), and $162 million on the other $93 million (~74%). These revenue streams will be recognized in the future, as contracts range from three to six to ten years.</p>\n<p><img src=\"https://static.tigerbbs.com/be3984b32923702682f1c623c3c293aa\" tg-width=\"640\" tg-height=\"431\" width=\"100%\" height=\"auto\">Graphic fromPalantir</p>\n<p>Growth potential and tapping into unique opportunities within SPACs, even with downside risks to share purchases as companies slump below their SPAC's $10 prices, are visible - what's also visible ishigh levels of SBCand dilutive potential. Share count has increased about 8% since December 2020, reaching 1.935 billion Class A and Class B shares outstanding. In addition, Palantir has 417.6 million options (213.4 million of which are vested and exercisable) and 166.7 million unvested and outstanding RSUs.</p>\n<p>This represents about 30% of the total outstanding shares, so the dilutive effect can be quite large. However, Palantir does have a net cash balance above $2 billion and positive cash flow, so it's unlikely that it'll tap into its 20 billion authorized shares for capital, but it's just as unlikely that it'll initiate share buybacks for a few years until these vest and dilute, and cash flows and revenues are much stronger.</p>\n<p><b>Snowflake Snapshot</b></p>\n<p>Snowflake's debut on the market marked the largest-ever IPO by a software company, after raising its IPO price from an original $75-85 range up to a final pricing of $120 - shares more than doubled on the debut, reaching over $300 per share before closing slightly under $254. Salesforce.com (CRM) and Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B)both bought $250 million in private placement during the IPO as the market swooned for the company. Snowflake is among the largest companies to go public, valued at about $70 billion on its first close and nearly $90 billion now, but it does have the rapid growth and ability to grow into its valuation.</p>\n<p>While Snowflake opted away from setting a target growth rate, it did set a targeted revenue amount - it aims to reach $10 billion in product revenue by FY29, or calendar 2028. From FY21's $554 million, that's a 44% CAGR, a very impressive growth rate given the long frame, and much stronger than Palantir's - for comparison, Palantir's 30% targeted growth would imply revenues at $9.5-10 billion by calendar 2028, while if it had a 44% CAGR that value would be doubled, to nearly $20 billion.</p>\n<p>Q2's numbers looked good from a growth standpoint - and it's not just on the surface either. Product revenues continued a stellar growth trajectory, up 103% y/y, putting fiscal 22's first half total to just $85 million below fiscal 21's full year total. That's about one month's revenues, so in just 7 months this year, Snowflake has already matched last year's revenues. Quite impressive growth.</p>\n<p><img src=\"https://static.tigerbbs.com/3a9c39eb33c4f8aaab5b2085ca3c75a8\" tg-width=\"640\" tg-height=\"359\" width=\"100%\" height=\"auto\">Graphic fromSnowflake</p>\n<p>Driving such growth is a massive growth in high-value customers, those doing more than $1 million. That customer cohort is up 107% y/y, likely driven by both a 60% y/y increase in customers to nearly 5,000 and a 34% y/y increase in Fortune 500 customers to 212 - 18 of those were added just this past quarter. The bigger the customer, the higher the likelihood that customer will spend more with Snowflake, and showing this ability to grow large-scale customers bodes well for growth.</p>\n<p>In addition, over $1.5 billion in RPO for the fiscal year, up 122% y/y (lower than the previous &gt;200% growth rates for the past three quarters) and $100 million q/q, support more revenue acceleration though point to a bit of a slowdown in overall growth rate. Snowflake is unlikely to be able to grow at a triple-digit rate, settling more for the 90-95% y/y range for the current fiscal year.</p>\n<p>And while a growth slowdown may sound daunting, the numbers deep down aren't showing that. At all. Especially as Snowflake continues to grow at scale and at &gt;50-70% y/y rates for the next two to three fiscal years. Seen below, looking at Snowflake's sequential growth rates could suggest a bit of a slowdown, dropping from over 20% to just over 19% - quite small, but still lower.</p>\n<p>But, looking at the sequential dollar change in revenues, they're continuing in a $6-million-more-than-the-last-quarter series: $23m, $29m, $35m, nearly $41m. Just looking at the percentages can be fooling - when this sequential series starts to slow and end is when the real growth worries will start to emerge. For now, underlying metrics aren't pointing to that.</p>\n<p><img src=\"https://static.tigerbbs.com/7ed2d1d322fa38dc130482e8eabd4a16\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\">Data from Snowflake</p>\n<p>Snowflake's rapid growth has allowed it to witness great economies of scale, and that's evident within its performance metrics. Net revenue retention has hovered near 168-169% for the past three quarters, showing a tremendous ability to execute a land-and-expand model, grow revenues from within its existing customer base and generate larger renewals. Gross margins have continued to expand, with GAAP gross margin up 500 bp since FY20 and non-GAAP up 1000 bp; Snowflake has witnessed significant improvements in operating leverage from this high revenue growth.</p>\n<p>Costs have fallen significantly as a percentage of revenues, allowing GAAP gross profit to grow at a faster rate q/q than revenues, 340 bp higher at 22.5% for Q2. Because of larger customer deals and more renewals aiding operating leverage, Snowflake is expecting non-GAAP operating loss of just 9% for the fiscal year, compared to 38% in FY21 and 105% in FY20, while adjusted free cash flow is expected to be positive at 7% of revenues.</p>\n<p><img src=\"https://static.tigerbbs.com/c0599cf44c40e29d7172044264905880\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\">Graphic from Snowflake</p>\n<p>Snowflake is a growth machine, and that growth is integral for its shares - valued at close to 80x this fiscal year's revenues, Snowflake can't afford to show any slowdowns in growth, and it hasn't yet. It has all the metrics in place to support such growth, and ambitions to reach $10 billion in product revenue by FY29, setting itself up for an impressive runway. It's got a war chest of cash to the tune of $4.1 billion in cash and short-term investments that it can use to fuel its growth.</p>\n<p><b>Which is the Better Buy?</b></p>\n<p>From a long-term perspective, both companies exceed the bar when it comes to long-term growth potential, with Palantir targeting 30% annual growth to FY25 and possibly beyond, and Snowflake targeting $10 billion in revenues by FY29, or a 44% CAGR. The growth of data and data-minded applications provides large tailwinds to support such growth over the next few years to the next decade and beyond.</p>\n<p>Yet these companies both command massive valuations, and see high investor interest. Palantir, at nearly $50 billion, and just over $1.5 billion in sales, and Snowflake, at nearly $90 billion and on a fast-track to beat $1 billion in sales this year. Richly valued, but valued for that growth and long-term promise.</p>\n<p>Palantir sits in a unique position, finding both commercial and government revenues to be growing at a solid clip, on top of operating metrics and interesting investments in SPACs. A pretty straightforward path to its long-term growth and customer acquisition benefits stemming from Apollo's unrivaled SaaS are two visible and less visible reasons that Palantir deserves a place in a long-term account, yet the company needs to be able to prove that it can overcome some excessive SBC and dilution in order to reward shareholders for buying in, as it continues to underperform the market.</p>\n<p>Palantir's evidence supporting a strong buy doesn't yet outweigh the SBC risks, and hence it earns a 'neutral' rating. Any dips back to $40 billion, or the $21-22 range, would be a tempting level to enter or add, and the next earnings report will provide a new picture on how growth is evolving for the current fiscal year's high-30% projection.</p>\n<p>Snowflake has had one of the quickest ramps in tech, on track to reach $1 billion in revenues just four years after recording under $100 million in revenues. An impressive long-term potential faces headwinds from one of the highest valuations in all of tech, and that's weighed heavily on shares so far this year.</p>\n<p>While a path to $10 billion revenues and a high double-digit growth rate until FY25, and one of the best land-and-expand models supported by a high NRR are two visible and less visible reasons for Snowflake's addition to a long-term portfolio, any cracks in growth or sentiment could easily dent multiples, especially at these levels. For this instance and high valuation, Snowflake is similarly rated at 'neutral', although any reversals towards May's $200-220 range would be a prime spot to add or enter at a 50-60x forward sales multiple.</p>\n<p>And while rich multiples and rich valuations aren't the end of the world, especially in tech, these companies have struggled to keep up with peers and the market in terms of shareholder returns. CrowdStrike heads into earnings at over 47x FY22 sales, one of its highest multiples, and returning 33% YTD, Bill.com (BILL) exits its earnings week at 55x FY22 sales, but has returned a stellar 108% YTD so far.</p>\n<p>By comparison, Snowflake and Palantir have returned just 5% and 9% YTD, substantially underperforming the S&amp;P 500 (SPY) and NASDAQ's (QQQ) 20%. It's likely going to take time for these companies to rise into such rich multiples as growth pans out, and underperformance relative to markets could be common over some periods of time in the near term; however, for a ten or twenty-year viewpoint, the future looks very bright. These two companies have generated high interest from long-term growth, and remain poised to benefit off of the secular trends in the rise of data.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Vs. Snowflake: Which Is The Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Vs. Snowflake: Which Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4452909-palantir-snowflake-stocks-which-is-the-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nData is the future, and the amount of data created each day is expected to increase tremendously, driving strong growth in data-minded industries.\nPalantir and Snowflake are two behemoths in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4452909-palantir-snowflake-stocks-which-is-the-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4452909-palantir-snowflake-stocks-which-is-the-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1167000656","content_text":"Summary\n\nData is the future, and the amount of data created each day is expected to increase tremendously, driving strong growth in data-minded industries.\nPalantir and Snowflake are two behemoths in the world of data, valued at $50 billion and $88 billion respectively.\nPalantir is in a unique position, benefiting off both commercial and government streams, and has a solid 30% long-term annual growth target.\nSnowflake is one of the fastest growing names in tech, and continues to excel in most metrics, and has a long-term growth target of $10 billion in FY29.\nAt the moment, both are rated at 'neutral' for some near-term risks, although a ten or twenty-year time horizon looks quite promising.\n\nData is the future. And if that's the case, companies specializing in the realm of data, be it storage, creation, analytics, processing, or more, are going to be in that list of top picks for the future.Data never sleeps. Domo (DOMO), a cloud software company embedded and partnered with some of tech's largest names, estimated back in 2018 that the world would create about 1.7MB per data per person in 2020 - while this may seem small at first, it's over one quadrillion MB daily.\nMillions of photos and pieces of content are uploaded each minute, millions of messages are sent, millions of dollars are spent online, and more. Data is growing exponentially - hundreds of millions of more internet users are added each year, billions of connected devices are expected to be added, and cloud infrastructure and data storage capabilities could grow fivefold over the next few years.\nPopularity in the tech sector, particularly in burgeoning segments like cybersecurity, cloud software, and data applications, is high, and for good reason - companies nestled in the cloud are finding tremendous growth, and SaaS-based companies' stocks are garnering higher multiples and rising sharply over the past three months. That's especially the case in cybersecurity, another of the top long-term growth stories pushed forward by the scale of recent attacks; hyper-growth leaders CrowdStrike (CRWD) and Zscaler (ZS) both command nearly 60x TTM EV/revenue multiples, though CrowdStrike boasts a higher growth rate.\nIn the data and cloud realm, companies like Datadog (DDOG) earn a similar multiple, while Cloudflare (NET) trades at 70x TTM revenue. Palantir (PLTR) and Snowflake (SNOW), two of the behemoths in the data realm, command premium valuations just like the rest of tech's hottest names - they're worth 30x TTM revenues and 80x, respectively.\nBridging the gap between on-prem and SaaS in data-focused enterprises are Palantir and Snowflake. Palantir operates much farther along on the SaaS spectrum thanks toApollopowering Foundry's public-facing cloud SaaS infrastructure, which marks a big shift from the decade ago where Gotham was primarily operated on-prem with manual configuration, upgrades, and maintenance. Snowflake sits opposite, generating over 90% of its revenue on a consumption basis, choosing to opt away from SaaS model for its sales.\nThat model, and the data cloudplatformbehind it, which offers automated data engineering, analytics and science, lakes, warehouses, sharing, and other applications - it's the epitome of 'if it ain't broke, don't fix it'. Growth is stellar, and so are the metrics and drivers of such growth. Both of these behemoths have bright long-term growth prospects, and a booming industry that'll serve to aid such prospects - in terms of an investor, which is a better buy?\nUnrivaled Growth? By The Numbers\nHigh growth potential is typically rewarded by the market, and both of these two behemoths exhibit that - Palantir is targeting 30% long-term annual growth through 2025, while Snowflake is expected to grow at a 54% CAGR to about $4 billion in revenue by 2025. It's easy to see why investors get so excited about these two names - uniquely positioned in a growing industry with strong individual growth.\nPalantir Snapshot\nPalantir is unique in its own way, with the company having very few direct competitors to its deep data analytics business, and Gotham holds a deeper moat within the government contracting realm. Apollo's SaaS model powering both Foundry in government and commercial applications and Gotham serves as a great customer acquirer and driver of such growth.\nLong-term growth at 30% is great - but higher growth is even better. At the moment, Palantir is expected to grow about 37% y/y to reach $1.5 billion in revenues; however, it marked a second consecutive quarter of 49% growth y/y. Commercial revenue growth rate accelerated from 72% last quarter to 90%, adding 20 net new customers and seeing 32% q/q growth in commercial customers.\nGraphic fromPalantir\nGovernment revenues continued a strong trajectory - up 66% y/y, alongside new contracts with the Army, Coast Guard, Air Force, one of which is a $100 million contract with SOCOM. Other new deals included the FAA, CDC, and HHS. Consistently signing new contracts, whether large or small, attests to the government's trust of and belief in the value proposition and benefits provided by Gotham and Foundry.\nOther metrics came in strong - average revenue per its top 20 customers rose by almost 10% to $39 million, continuing its +$3 million q/q trajectory, average revenue per customer rose 19% to $7.9 million, total booked contract value rose to $925 million, up 175% y/y, and 21 new deals of at least $10 million were booked. Strong adjusted free cash flow in the first half at $201 million allowed Palantir to double cash flow guidance for the year to $300+ million. Operating margin above 30% and gross margin above 75% for the third consecutive quarter are also positives; these are all signs of a healthy and growing business executing well.\nBased on the current quarterly trajectory, Palantir could be set to reach nearly $1.53 billion in revenues for the fiscal year - this assumes a 3% beat of Q3's $385 million revenue outlook, and a ~5% q/q growth to $416 million for Q4. Strong execution, a deep order book, and rising average revenues per customer all align to support this projection, and Palantir could be set to beat these expectations by a small margin. However, the numbers don't necessarily show all the underlying strengths of Palantir's business.\nApollo is like the bread and butter of Palantir's growth - the company itself considers it as a third platform, given how crucial it is. Apollo has not only built a SaaS model for Palantir, but has allowed it to go where most other SaaS hasn't - running not just in the public cloud, but in private, classified and purpose-built government clouds. It acts as a layer between Palantir's applications and existing infrastructure. And it's just as coveted by customers - in the past two years, every new commercial customer has opted for Apollo, while nearly all of the new government customers use it for unclassified applications.\nGraphic fromPalantir\nPalantir has also made quite a foray into SPACs, which have beencooling offas of late (view the list below). Many of the companies that Palantir has invested in are potential disruptors, and the company has committed $290 million and already purchased 9 million shares for $53 million (the committed represents the $250 million minus the $20 million for Celularity(NASDAQ:CELU)in the first table, plus the $60 million in the second).\nSo Palantir will have about 40 million shares across nearly a dozen SPACs - a great bonus should those stocks perform well - but also a solid return on investment through contractual agreements. From these, Palantir is expecting to receive maximum revenues of $428 million from the first $250 million commitments (~71%), and $162 million on the other $93 million (~74%). These revenue streams will be recognized in the future, as contracts range from three to six to ten years.\nGraphic fromPalantir\nGrowth potential and tapping into unique opportunities within SPACs, even with downside risks to share purchases as companies slump below their SPAC's $10 prices, are visible - what's also visible ishigh levels of SBCand dilutive potential. Share count has increased about 8% since December 2020, reaching 1.935 billion Class A and Class B shares outstanding. In addition, Palantir has 417.6 million options (213.4 million of which are vested and exercisable) and 166.7 million unvested and outstanding RSUs.\nThis represents about 30% of the total outstanding shares, so the dilutive effect can be quite large. However, Palantir does have a net cash balance above $2 billion and positive cash flow, so it's unlikely that it'll tap into its 20 billion authorized shares for capital, but it's just as unlikely that it'll initiate share buybacks for a few years until these vest and dilute, and cash flows and revenues are much stronger.\nSnowflake Snapshot\nSnowflake's debut on the market marked the largest-ever IPO by a software company, after raising its IPO price from an original $75-85 range up to a final pricing of $120 - shares more than doubled on the debut, reaching over $300 per share before closing slightly under $254. Salesforce.com (CRM) and Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B)both bought $250 million in private placement during the IPO as the market swooned for the company. Snowflake is among the largest companies to go public, valued at about $70 billion on its first close and nearly $90 billion now, but it does have the rapid growth and ability to grow into its valuation.\nWhile Snowflake opted away from setting a target growth rate, it did set a targeted revenue amount - it aims to reach $10 billion in product revenue by FY29, or calendar 2028. From FY21's $554 million, that's a 44% CAGR, a very impressive growth rate given the long frame, and much stronger than Palantir's - for comparison, Palantir's 30% targeted growth would imply revenues at $9.5-10 billion by calendar 2028, while if it had a 44% CAGR that value would be doubled, to nearly $20 billion.\nQ2's numbers looked good from a growth standpoint - and it's not just on the surface either. Product revenues continued a stellar growth trajectory, up 103% y/y, putting fiscal 22's first half total to just $85 million below fiscal 21's full year total. That's about one month's revenues, so in just 7 months this year, Snowflake has already matched last year's revenues. Quite impressive growth.\nGraphic fromSnowflake\nDriving such growth is a massive growth in high-value customers, those doing more than $1 million. That customer cohort is up 107% y/y, likely driven by both a 60% y/y increase in customers to nearly 5,000 and a 34% y/y increase in Fortune 500 customers to 212 - 18 of those were added just this past quarter. The bigger the customer, the higher the likelihood that customer will spend more with Snowflake, and showing this ability to grow large-scale customers bodes well for growth.\nIn addition, over $1.5 billion in RPO for the fiscal year, up 122% y/y (lower than the previous >200% growth rates for the past three quarters) and $100 million q/q, support more revenue acceleration though point to a bit of a slowdown in overall growth rate. Snowflake is unlikely to be able to grow at a triple-digit rate, settling more for the 90-95% y/y range for the current fiscal year.\nAnd while a growth slowdown may sound daunting, the numbers deep down aren't showing that. At all. Especially as Snowflake continues to grow at scale and at >50-70% y/y rates for the next two to three fiscal years. Seen below, looking at Snowflake's sequential growth rates could suggest a bit of a slowdown, dropping from over 20% to just over 19% - quite small, but still lower.\nBut, looking at the sequential dollar change in revenues, they're continuing in a $6-million-more-than-the-last-quarter series: $23m, $29m, $35m, nearly $41m. Just looking at the percentages can be fooling - when this sequential series starts to slow and end is when the real growth worries will start to emerge. For now, underlying metrics aren't pointing to that.\nData from Snowflake\nSnowflake's rapid growth has allowed it to witness great economies of scale, and that's evident within its performance metrics. Net revenue retention has hovered near 168-169% for the past three quarters, showing a tremendous ability to execute a land-and-expand model, grow revenues from within its existing customer base and generate larger renewals. Gross margins have continued to expand, with GAAP gross margin up 500 bp since FY20 and non-GAAP up 1000 bp; Snowflake has witnessed significant improvements in operating leverage from this high revenue growth.\nCosts have fallen significantly as a percentage of revenues, allowing GAAP gross profit to grow at a faster rate q/q than revenues, 340 bp higher at 22.5% for Q2. Because of larger customer deals and more renewals aiding operating leverage, Snowflake is expecting non-GAAP operating loss of just 9% for the fiscal year, compared to 38% in FY21 and 105% in FY20, while adjusted free cash flow is expected to be positive at 7% of revenues.\nGraphic from Snowflake\nSnowflake is a growth machine, and that growth is integral for its shares - valued at close to 80x this fiscal year's revenues, Snowflake can't afford to show any slowdowns in growth, and it hasn't yet. It has all the metrics in place to support such growth, and ambitions to reach $10 billion in product revenue by FY29, setting itself up for an impressive runway. It's got a war chest of cash to the tune of $4.1 billion in cash and short-term investments that it can use to fuel its growth.\nWhich is the Better Buy?\nFrom a long-term perspective, both companies exceed the bar when it comes to long-term growth potential, with Palantir targeting 30% annual growth to FY25 and possibly beyond, and Snowflake targeting $10 billion in revenues by FY29, or a 44% CAGR. The growth of data and data-minded applications provides large tailwinds to support such growth over the next few years to the next decade and beyond.\nYet these companies both command massive valuations, and see high investor interest. Palantir, at nearly $50 billion, and just over $1.5 billion in sales, and Snowflake, at nearly $90 billion and on a fast-track to beat $1 billion in sales this year. Richly valued, but valued for that growth and long-term promise.\nPalantir sits in a unique position, finding both commercial and government revenues to be growing at a solid clip, on top of operating metrics and interesting investments in SPACs. A pretty straightforward path to its long-term growth and customer acquisition benefits stemming from Apollo's unrivaled SaaS are two visible and less visible reasons that Palantir deserves a place in a long-term account, yet the company needs to be able to prove that it can overcome some excessive SBC and dilution in order to reward shareholders for buying in, as it continues to underperform the market.\nPalantir's evidence supporting a strong buy doesn't yet outweigh the SBC risks, and hence it earns a 'neutral' rating. Any dips back to $40 billion, or the $21-22 range, would be a tempting level to enter or add, and the next earnings report will provide a new picture on how growth is evolving for the current fiscal year's high-30% projection.\nSnowflake has had one of the quickest ramps in tech, on track to reach $1 billion in revenues just four years after recording under $100 million in revenues. An impressive long-term potential faces headwinds from one of the highest valuations in all of tech, and that's weighed heavily on shares so far this year.\nWhile a path to $10 billion revenues and a high double-digit growth rate until FY25, and one of the best land-and-expand models supported by a high NRR are two visible and less visible reasons for Snowflake's addition to a long-term portfolio, any cracks in growth or sentiment could easily dent multiples, especially at these levels. For this instance and high valuation, Snowflake is similarly rated at 'neutral', although any reversals towards May's $200-220 range would be a prime spot to add or enter at a 50-60x forward sales multiple.\nAnd while rich multiples and rich valuations aren't the end of the world, especially in tech, these companies have struggled to keep up with peers and the market in terms of shareholder returns. CrowdStrike heads into earnings at over 47x FY22 sales, one of its highest multiples, and returning 33% YTD, Bill.com (BILL) exits its earnings week at 55x FY22 sales, but has returned a stellar 108% YTD so far.\nBy comparison, Snowflake and Palantir have returned just 5% and 9% YTD, substantially underperforming the S&P 500 (SPY) and NASDAQ's (QQQ) 20%. It's likely going to take time for these companies to rise into such rich multiples as growth pans out, and underperformance relative to markets could be common over some periods of time in the near term; however, for a ten or twenty-year viewpoint, the future looks very bright. These two companies have generated high interest from long-term growth, and remain poised to benefit off of the secular trends in the rise of data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813836518,"gmtCreate":1630165977834,"gmtModify":1676530237331,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813836518","repostId":"2162602132","repostType":4,"repost":{"id":"2162602132","pubTimestamp":1630076857,"share":"https://www.laohu8.com/m/news/2162602132?lang=&edition=full","pubTime":"2021-08-27 23:07","market":"us","language":"en","title":"Which Biotech Stock Will Shock the Market in 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2162602132","media":"Motley Fool","summary":"Over the last few years, three tiny biotechs emerged out of nowhere to give amazing returns to early investors. Which biotech might pull off a similar feat in 2022?","content":"<p>In 2019, tiny&nbsp;<b><a href=\"https://laohu8.com/S/AXSM\">Axsome Therapeutics</a>&nbsp;</b>(NASDAQ:AXSM) emerged from micro-cap obscurity to become the best-performing stock in the market, rising by an amazing 3,600% in a year. In 2020, another tiny biotech,&nbsp;<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a>&nbsp;</b>(NASDAQ:NVAX), came out of nowhere to stomp the stock market, with its share price skyrocketing by 2,700%. For most of 2021, yet another small biotech has been the top-performing stock in the market, as&nbsp;<b><a href=\"https://laohu8.com/S/SAVA\">Cassava Sciences Inc</a> </b>(NASDAQ:SAVA) jumped from under $7 a share in January to $123 a share on Aug. 24. (Whether it will keep its lead is another question, as the volatility is savage -- the stock is down to $52 as of Friday morning after news of a citizen petition against the company.)</p>\n<p>What's fascinating about the biotech sector in particular is how fast it moves. The sector is notorious for amazing price swings -- in either direction -- that can happen overnight. So why is that? Why are biotech stocks in particular so volatile? Why do they keep leading the market every year? And what biotech stock might -- repeat, <i>might&nbsp;</i>-- pull off this feat next year? Let's analyze why Axsome, Novavax, and Cassava zoomed higher over the last few years, and why I think <b><a href=\"https://laohu8.com/S/PIRS\">Pieris Pharmaceuticals</a> </b>(NASDAQ:PIRS) has a chance at a similar remarkable performance in 2022.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F638648%2Fgettyimages-108224060.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<h2>Biotech winners tend to start off tiny</h2>\n<p>The main reason these stocks were able to soar so impressively is that all three started with very tiny market caps. At the end of 2018, Axsome Therapeutics had a micro-cap valuation of $85 million. In 2019, Novavax stock fell to below $1, and the company had to do a 1-for-20 reverse split in order to keep its shares listed on the <b><a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a></b>. And at the beginning of 2020, Cassava had barely achieved small-cap status, with its market cap hovering at $240 million.</p>\n<p>So all three barn-burning stocks started off unloved by the market. Why does a biotech stock get so cheap? Probably the most common reason is the market believes the company's science is bad. Novavax, for instance, had a notable failure in its quest for a respiratory syncytial virus (RSV) vaccine. This clinical trial failure sent investors to the exits and sent the stock down into a crater in 2019, when it plunged to $4 a share (or $0.20 pre-split).</p>\n<p>Yet the market was spectacularly wrong about Novavax. While the company's RSV drug was a failure, Novavax had another drug in clinical trials, a flu vaccine. And this drug was a world-beater. It was flying through clinical trials, and it had defeated the market-leading flu vaccines from <b><a href=\"https://laohu8.com/S/SNY\">Sanofi SA</a></b>&nbsp;(NASDAQ:SNY) over and over again.</p>\n<p>In 2019, Novavax had the label of \"bad science,\" but the data for a different drug said otherwise. Sometimes companies with tiny market caps actually have compelling drugs that are performing exceptionally well in clinical trials. If you find such a company, you might want to buy some shares.</p>\n<h2>Is there enough money for a phase 3 trial?</h2>\n<p>That said, it's not enough just to have good science. Nobody is allowed to market their drugs to the public until that science has been validated in clinical trials and approved by the U.S. Food and Drug Administration -- and clinical trials cost a huge amount of money. Thus, before investing, it's important to determine whether the biotech has enough cash for a phase 3 trial. If the answer is \"no,\" the drug is stalled and won't go anywhere.</p>\n<p>Many unprofitable biotech companies finesse the money issue by collaborating with Big Pharma. When you see such a collaboration, you can have faith that there's enough cash for a phase 3 trial. However, these arrangements also often mean that the bigger pharmaceutical company acquires the rights to the molecule. And that can be like like selling off your future in order to pay the bills today.</p>\n<p>Interestingly, neither Axsome nor Novavax nor Cassava have an active collaboration with any big-pharma leaders. Instead, all three of these companies have elected to own 100% of the rights to their lead molecules. While the median expense for a phase 3 trial is $19 million, the numbers can vary dramatically, depending on how large the patient population is. I'd be nervous if a biotech had less than $100 million in cash (each of these has more). There's no question this independent approach is riskier, but also potentially a lot more rewarding.</p>\n<p>Biotech investors often like to see collaboration with Big Pharma -- it's a validation of the science, and it removes a lot of financial worries for small companies. But if you're chasing big rewards, you might want to look at biotech companies that are still independent (and have enough cash to stay that way).</p>\n<h2>Can Pieris pull off a miracle run in 2022?</h2>\n<p>Pieris stock is very cheap right now, with a $291 million valuation. (You know a stock is cheap when it could have a 10-bagger and still qualify as a small-cap!) Is the stock so cheap because its science is bad?</p>\n<p>It would probably be more accurate to say that Pieris' science is unproven. Like many unprofitable biotechs, Pieris doesn't have a drug in phase 3 trials yet. In fact, we're still waiting on positive phase 2 data. So it's early, and that's a danger sign. The reason Axsome, Novavax, and Cassava all skyrocketed is that all three companies made the journey from unproven drug to pivotal trials very quickly. Pieris is a few years away.</p>\n<p>Another major difference is that Pieris has signed multiple collaborative deals -- with <b>Roche</b>, <b>AstraZeneca</b>, and <b>Seagen</b>, among others. In <a href=\"https://laohu8.com/S/AONE.U\">one</a> sense that's good news, because it means that money for clinical trials isn't an issue for the company. Any drugs that work will make it to phase 3 trials and beyond. And all this collaboration adds confidence that the company is on the right track.</p>\n<p>Is Pieris sacrificing its future to pay for its present? In my opinion, no. While AstraZeneca now has rights to the company's asthma drug (its lead molecule), what makes Pieris such an exciting stock is not <a href=\"https://laohu8.com/S/AONE.U\">one</a> particular drug, but the company's entire platform. Pieris owns the rights to all the Anticalin proteins, and its library contains more than 100 billion of these new molecules. Anticalins are much smaller than antibodies, and as such can go where antibodies cannot. AstraZeneca paid big bucks for the rights to Pieris' asthma drug because that Anticalin molecule is small enough to go directly to the lung.</p>\n<p>I love the risk/reward equation for Pieris. If the company's drugs actually work -- we'll have data in that regard next year -- the stock will shoot much higher. Under its existing collaboration agreements, Pieris might make up to $9 billion if its Anticalin drugs reach certain milestones.&nbsp;But what will really make the stock take off is if/when other pharmaceutical players start making deals to add some of the company's Anticalin molecules to their pipelines.</p>\n<p>How do you value an entire new class of pharmaceuticals? Well, in 2019, worldwide sales for monoclonal antibodies (mAbs) totaled <i>$163 billion</i>. If Pieris' partners report any positive data on its Anticalin drugs next year, the upside for this stock is enormous.</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>Which Biotech Stock Will Shock the Market in 2022?</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\">\nWhich Biotech Stock Will Shock the Market in 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/27/which-biotech-stock-will-shock-the-market-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 2019, tiny Axsome Therapeutics (NASDAQ:AXSM) emerged from micro-cap obscurity to become the best-performing stock in the market, rising by an amazing 3,600% in a year. In 2020, another tiny biotech...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/27/which-biotech-stock-will-shock-the-market-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PIRS":"Pieris Pharmaceuticals, Inc.","SAVA":"Cassava Sciences Inc","NVAX":"诺瓦瓦克斯医药","AXSM":"Axsome Therapeutics, Inc."},"source_url":"https://www.fool.com/investing/2021/08/27/which-biotech-stock-will-shock-the-market-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162602132","content_text":"In 2019, tiny Axsome Therapeutics (NASDAQ:AXSM) emerged from micro-cap obscurity to become the best-performing stock in the market, rising by an amazing 3,600% in a year. In 2020, another tiny biotech, Novavax (NASDAQ:NVAX), came out of nowhere to stomp the stock market, with its share price skyrocketing by 2,700%. For most of 2021, yet another small biotech has been the top-performing stock in the market, as Cassava Sciences Inc (NASDAQ:SAVA) jumped from under $7 a share in January to $123 a share on Aug. 24. (Whether it will keep its lead is another question, as the volatility is savage -- the stock is down to $52 as of Friday morning after news of a citizen petition against the company.)\nWhat's fascinating about the biotech sector in particular is how fast it moves. The sector is notorious for amazing price swings -- in either direction -- that can happen overnight. So why is that? Why are biotech stocks in particular so volatile? Why do they keep leading the market every year? And what biotech stock might -- repeat, might -- pull off this feat next year? Let's analyze why Axsome, Novavax, and Cassava zoomed higher over the last few years, and why I think Pieris Pharmaceuticals (NASDAQ:PIRS) has a chance at a similar remarkable performance in 2022.\n\nBiotech winners tend to start off tiny\nThe main reason these stocks were able to soar so impressively is that all three started with very tiny market caps. At the end of 2018, Axsome Therapeutics had a micro-cap valuation of $85 million. In 2019, Novavax stock fell to below $1, and the company had to do a 1-for-20 reverse split in order to keep its shares listed on the Nasdaq. And at the beginning of 2020, Cassava had barely achieved small-cap status, with its market cap hovering at $240 million.\nSo all three barn-burning stocks started off unloved by the market. Why does a biotech stock get so cheap? Probably the most common reason is the market believes the company's science is bad. Novavax, for instance, had a notable failure in its quest for a respiratory syncytial virus (RSV) vaccine. This clinical trial failure sent investors to the exits and sent the stock down into a crater in 2019, when it plunged to $4 a share (or $0.20 pre-split).\nYet the market was spectacularly wrong about Novavax. While the company's RSV drug was a failure, Novavax had another drug in clinical trials, a flu vaccine. And this drug was a world-beater. It was flying through clinical trials, and it had defeated the market-leading flu vaccines from Sanofi SA (NASDAQ:SNY) over and over again.\nIn 2019, Novavax had the label of \"bad science,\" but the data for a different drug said otherwise. Sometimes companies with tiny market caps actually have compelling drugs that are performing exceptionally well in clinical trials. If you find such a company, you might want to buy some shares.\nIs there enough money for a phase 3 trial?\nThat said, it's not enough just to have good science. Nobody is allowed to market their drugs to the public until that science has been validated in clinical trials and approved by the U.S. Food and Drug Administration -- and clinical trials cost a huge amount of money. Thus, before investing, it's important to determine whether the biotech has enough cash for a phase 3 trial. If the answer is \"no,\" the drug is stalled and won't go anywhere.\nMany unprofitable biotech companies finesse the money issue by collaborating with Big Pharma. When you see such a collaboration, you can have faith that there's enough cash for a phase 3 trial. However, these arrangements also often mean that the bigger pharmaceutical company acquires the rights to the molecule. And that can be like like selling off your future in order to pay the bills today.\nInterestingly, neither Axsome nor Novavax nor Cassava have an active collaboration with any big-pharma leaders. Instead, all three of these companies have elected to own 100% of the rights to their lead molecules. While the median expense for a phase 3 trial is $19 million, the numbers can vary dramatically, depending on how large the patient population is. I'd be nervous if a biotech had less than $100 million in cash (each of these has more). There's no question this independent approach is riskier, but also potentially a lot more rewarding.\nBiotech investors often like to see collaboration with Big Pharma -- it's a validation of the science, and it removes a lot of financial worries for small companies. But if you're chasing big rewards, you might want to look at biotech companies that are still independent (and have enough cash to stay that way).\nCan Pieris pull off a miracle run in 2022?\nPieris stock is very cheap right now, with a $291 million valuation. (You know a stock is cheap when it could have a 10-bagger and still qualify as a small-cap!) Is the stock so cheap because its science is bad?\nIt would probably be more accurate to say that Pieris' science is unproven. Like many unprofitable biotechs, Pieris doesn't have a drug in phase 3 trials yet. In fact, we're still waiting on positive phase 2 data. So it's early, and that's a danger sign. The reason Axsome, Novavax, and Cassava all skyrocketed is that all three companies made the journey from unproven drug to pivotal trials very quickly. Pieris is a few years away.\nAnother major difference is that Pieris has signed multiple collaborative deals -- with Roche, AstraZeneca, and Seagen, among others. In one sense that's good news, because it means that money for clinical trials isn't an issue for the company. Any drugs that work will make it to phase 3 trials and beyond. And all this collaboration adds confidence that the company is on the right track.\nIs Pieris sacrificing its future to pay for its present? In my opinion, no. While AstraZeneca now has rights to the company's asthma drug (its lead molecule), what makes Pieris such an exciting stock is not one particular drug, but the company's entire platform. Pieris owns the rights to all the Anticalin proteins, and its library contains more than 100 billion of these new molecules. Anticalins are much smaller than antibodies, and as such can go where antibodies cannot. AstraZeneca paid big bucks for the rights to Pieris' asthma drug because that Anticalin molecule is small enough to go directly to the lung.\nI love the risk/reward equation for Pieris. If the company's drugs actually work -- we'll have data in that regard next year -- the stock will shoot much higher. Under its existing collaboration agreements, Pieris might make up to $9 billion if its Anticalin drugs reach certain milestones. But what will really make the stock take off is if/when other pharmaceutical players start making deals to add some of the company's Anticalin molecules to their pipelines.\nHow do you value an entire new class of pharmaceuticals? Well, in 2019, worldwide sales for monoclonal antibodies (mAbs) totaled $163 billion. If Pieris' partners report any positive data on its Anticalin drugs next year, the upside for this stock is enormous.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819183813,"gmtCreate":1630044326932,"gmtModify":1676530209098,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good to hear that","listText":"Good to hear that","text":"Good to hear that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819183813","repostId":"2162017087","repostType":4,"repost":{"id":"2162017087","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":1630039843,"share":"https://www.laohu8.com/m/news/2162017087?lang=&edition=full","pubTime":"2021-08-27 12:50","market":"sh","language":"en","title":"China stocks rise as investors bet on further stimulus","url":"https://stock-news.laohu8.com/highlight/detail?id=2162017087","media":"Reuters","summary":"SHANGHAI, Aug 27 (Reuters) - China shares rose on Friday after investors took comfort in the central","content":"<p>SHANGHAI, Aug 27 (Reuters) - China shares rose on Friday after investors took comfort in the central bank's move to make its biggest weekly cash injection into the banking system since February, and as local authorities urged more financial support for retail and trading firms.</p>\n<p>The CSI300 index&nbsp;was up 0.8% at 4,837.90 points, by the end of the morning session, while the Shanghai Composite Index gained 0.5% to 3,518.83 points.</p>\n<p>The Hang Seng index&nbsp;added 0.5% to 25,546.37 points. The Hong Kong China Enterprises Index&nbsp;gained 1% to 9,025.53.</p>\n<p>** China's central bank injected 50 billion yuan ($7.71 billion) through seven-day reverse repos into the banking system on Friday for the third straight session. The weekly total injection is a net 120 billion yuan, the largest since the start of February.</p>\n<p>** Financial institutions should do more to help retail, catering, and trading firms in the wake of recent domestic coronavirus outbreaks, the commerce ministry said on Thursday.</p>\n<p>** Profit growth at China's industrial firms in July grew at its slowest clip this year, adding to a recent batch of indicators highlighting loss of momentum in the country.</p>\n<p>** \"With the rising risk of a growth slowdown and the lack of flexibility in some key existing tightening measures, we believe the probability of an RRR cut is on the rise in the near term,\" Nomura analysts said in a note.</p>\n<p>** Shares of carmakers led the gains, with the sub-index&nbsp;up 4.3%, after Ministry of Industry and Information Technology of China organized a meeting to support accelerating the development of new energy vehicles.</p>\n<p>** The insurance sub-index, the non-ferrous metal sub-index&nbsp;gained 2.1% and 2.6%, respectively.</p>\n<p>** In Hong Kong, the Hang Seng Tech Index&nbsp;rose 1.1%. The index logged a weekly gain of 8.6%, the biggest since January.</p>\n<p>** The industrial sub-index&nbsp;and the properties sub-index&nbsp;both rose 0.9%.</p>\n<p>** Heavily indebted <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> gained 3.1%, after hitting a six-year low in the previous session, as clear signs are now emerging that authorities at various levels are stepping in to avoid a hard landing for Evergrande.</p>\n<p>** Its electric vehicle unit China Evergrande New Energy Vehicle Group&nbsp;soared 24.3%, the biggest daily percentage gain since Jan. 25.</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>China stocks rise as investors bet on further stimulus</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\">\nChina stocks rise as investors bet on further stimulus\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\">2021-08-27 12:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SHANGHAI, Aug 27 (Reuters) - China shares rose on Friday after investors took comfort in the central bank's move to make its biggest weekly cash injection into the banking system since February, and as local authorities urged more financial support for retail and trading firms.</p>\n<p>The CSI300 index&nbsp;was up 0.8% at 4,837.90 points, by the end of the morning session, while the Shanghai Composite Index gained 0.5% to 3,518.83 points.</p>\n<p>The Hang Seng index&nbsp;added 0.5% to 25,546.37 points. The Hong Kong China Enterprises Index&nbsp;gained 1% to 9,025.53.</p>\n<p>** China's central bank injected 50 billion yuan ($7.71 billion) through seven-day reverse repos into the banking system on Friday for the third straight session. The weekly total injection is a net 120 billion yuan, the largest since the start of February.</p>\n<p>** Financial institutions should do more to help retail, catering, and trading firms in the wake of recent domestic coronavirus outbreaks, the commerce ministry said on Thursday.</p>\n<p>** Profit growth at China's industrial firms in July grew at its slowest clip this year, adding to a recent batch of indicators highlighting loss of momentum in the country.</p>\n<p>** \"With the rising risk of a growth slowdown and the lack of flexibility in some key existing tightening measures, we believe the probability of an RRR cut is on the rise in the near term,\" Nomura analysts said in a note.</p>\n<p>** Shares of carmakers led the gains, with the sub-index&nbsp;up 4.3%, after Ministry of Industry and Information Technology of China organized a meeting to support accelerating the development of new energy vehicles.</p>\n<p>** The insurance sub-index, the non-ferrous metal sub-index&nbsp;gained 2.1% and 2.6%, respectively.</p>\n<p>** In Hong Kong, the Hang Seng Tech Index&nbsp;rose 1.1%. The index logged a weekly gain of 8.6%, the biggest since January.</p>\n<p>** The industrial sub-index&nbsp;and the properties sub-index&nbsp;both rose 0.9%.</p>\n<p>** Heavily indebted <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> gained 3.1%, after hitting a six-year low in the previous session, as clear signs are now emerging that authorities at various levels are stepping in to avoid a hard landing for Evergrande.</p>\n<p>** Its electric vehicle unit China Evergrande New Energy Vehicle Group&nbsp;soared 24.3%, the biggest daily percentage gain since Jan. 25.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162017087","content_text":"SHANGHAI, Aug 27 (Reuters) - China shares rose on Friday after investors took comfort in the central bank's move to make its biggest weekly cash injection into the banking system since February, and as local authorities urged more financial support for retail and trading firms.\nThe CSI300 index was up 0.8% at 4,837.90 points, by the end of the morning session, while the Shanghai Composite Index gained 0.5% to 3,518.83 points.\nThe Hang Seng index added 0.5% to 25,546.37 points. The Hong Kong China Enterprises Index gained 1% to 9,025.53.\n** China's central bank injected 50 billion yuan ($7.71 billion) through seven-day reverse repos into the banking system on Friday for the third straight session. The weekly total injection is a net 120 billion yuan, the largest since the start of February.\n** Financial institutions should do more to help retail, catering, and trading firms in the wake of recent domestic coronavirus outbreaks, the commerce ministry said on Thursday.\n** Profit growth at China's industrial firms in July grew at its slowest clip this year, adding to a recent batch of indicators highlighting loss of momentum in the country.\n** \"With the rising risk of a growth slowdown and the lack of flexibility in some key existing tightening measures, we believe the probability of an RRR cut is on the rise in the near term,\" Nomura analysts said in a note.\n** Shares of carmakers led the gains, with the sub-index up 4.3%, after Ministry of Industry and Information Technology of China organized a meeting to support accelerating the development of new energy vehicles.\n** The insurance sub-index, the non-ferrous metal sub-index gained 2.1% and 2.6%, respectively.\n** In Hong Kong, the Hang Seng Tech Index rose 1.1%. The index logged a weekly gain of 8.6%, the biggest since January.\n** The industrial sub-index and the properties sub-index both rose 0.9%.\n** Heavily indebted China Evergrande Group gained 3.1%, after hitting a six-year low in the previous session, as clear signs are now emerging that authorities at various levels are stepping in to avoid a hard landing for Evergrande.\n** Its electric vehicle unit China Evergrande New Energy Vehicle Group soared 24.3%, the biggest daily percentage gain since Jan. 25.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837446604,"gmtCreate":1629908318408,"gmtModify":1676530170565,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837446604","repostId":"1195052190","repostType":4,"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834479415,"gmtCreate":1629823731137,"gmtModify":1676530143576,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834479415","repostId":"2161081224","repostType":4,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834479593,"gmtCreate":1629823721112,"gmtModify":1676530143568,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834479593","repostId":"2161081224","repostType":4,"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835448106,"gmtCreate":1629735112405,"gmtModify":1676530117053,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sounds good","listText":"Sounds good","text":"Sounds good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/835448106","repostId":"1174451083","repostType":4,"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835441559,"gmtCreate":1629735058171,"gmtModify":1676530117044,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835441559","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","pubTimestamp":1629732335,"share":"https://www.laohu8.com/m/news/1179203616?lang=&edition=full","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p>\n<p>Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p>\n<p>Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p>\n<p>In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p>\n<p>But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p>\n<p>“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p>\n<p>Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p>\n<p></p>\n<p>The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p>\n<p>All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p>\n<p>SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p>\n<p>Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p>\n<p>The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p>\n<p>The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p>\n<p>One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p>\n<p>But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p>\n<p>Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p>\n<p>On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</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>Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the ...</p>\n\n<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831148992,"gmtCreate":1629296640116,"gmtModify":1676529996056,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for update&nbsp;","listText":"Thanks for update&nbsp;","text":"Thanks for update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/831148992","repostId":"1144088215","repostType":4,"repost":{"id":"1144088215","pubTimestamp":1629295773,"share":"https://www.laohu8.com/m/news/1144088215?lang=&edition=full","pubTime":"2021-08-18 22:09","market":"us","language":"en","title":"A Correction Is Due And It Could Be Deep","url":"https://stock-news.laohu8.com/highlight/detail?id=1144088215","media":"seekingalpha","summary":"Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term ch","content":"<p><b>Summary</b></p>\n<ul>\n <li>The stock market is historically overvalued.</li>\n <li>The stock market is overbought on long-term charts.</li>\n <li>Large caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much worse.</li>\n <li>The Fed, as always, will play a pivotal role in how deep of a decline we see, watch the taper closely.</li>\n <li>Raise cash quickly to the high end of your asset allocation policy.</li>\n</ul>\n<p>Any look at an investment should start by asking about what the risks are. For context, we often look at the broader S&amp;P 500 (SPY) which represents most of the market capitalization in the U.S.</p>\n<p>Last year I warned that the stock market could become very overvalued. I urged caution in picking out stocks and ETFs. I also recommended Tesla (TSLA), Bitcoin (BTC-USD), the Invesco Clean Energy ETF (PBW) and the ARK Innovation ETF (ARKK), so I am no uber-bear.</p>\n<p>Today, the stock market is broadly overvalued, including both the Meme stocks and the Zombie stocks. Investor ideas on TINA - there's no alternative, FOMO - fear of missing out, and \"buy the dips\" has worked for over a year on the back of Fed stimulus.</p>\n<p>Now that stimulus is poised to start being reduced we can look back at history. We have been to this game before. Expect a choppy stock market to emerge imminently, if it hasn't already.</p>\n<p><b>S&amp;P 500 Valuation</b></p>\n<p>I have talked about excessive valuations in the stock market since around New Year’s. Here's about where we stand now.</p>\n<p><img src=\"https://static.tigerbbs.com/f383143c5f4b2cf897f5a32c3dffb282\" tg-width=\"909\" tg-height=\"660\" width=\"100%\" height=\"auto\"></p>\n<p>I pay special attention to Crestmont which I believe has an exceptional methodology. Here’s a combined look.</p>\n<p><img src=\"https://static.tigerbbs.com/aba63b9e6f3bb97de066c43c7580a7d0\" tg-width=\"909\" tg-height=\"660\" width=\"100%\" height=\"auto\"></p>\n<p>Clearly, valuations are partying like 1999. This includes the zombies that are on borrowed (literally) time. The questions are how long the party can last and which companies will crash the hardest?</p>\n<p>While I like the entire tech-driven innovation, clean energy, AI, IoT, automation and emerging space economy themes, most of the large-cap stocks are ahead of themselves. The valuations of the S&amp;P 500 reflect that.</p>\n<p>While I have a hard time believing a reversion to mean would drive stocks back to fair valuation by historical standards due to interest rates likely to stay lower for longer, the simple withdrawal of QE - quantitative easing could see stocks drop 20% to 30% across large-cap indexes. Certain Meme categories and Zombie stocks could be worse.</p>\n<p><b>The Technical View Of The S&amp;P 500</b></p>\n<p>This is a monthly (SPY) chart. What jumps out at you?</p>\n<p><img src=\"https://static.tigerbbs.com/45d1a060559c8a7991499236ab7ee5b8\" tg-width=\"1834\" tg-height=\"861\" width=\"100%\" height=\"auto\"></p>\n<p>How about now?</p>\n<p><img src=\"https://static.tigerbbs.com/5e7a38531178fc1ee1e321842c8c80ca\" tg-width=\"1834\" tg-height=\"861\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/570890645cf8cc7eed30a3affaea8241\" tg-width=\"1834\" tg-height=\"861\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>A correction is inevitable. You are playing with fire if you are chasing here.</p>\n<p>But, if you like it hot, there might be a bit more cigar to puff on before your lips get burned.</p>\n<p>Shooter’s daily chart shows that a correction hasn’t started yet, but there's very little room left on the upside. Again, tough to be a chaser here unless you're very adept at swing trading, especially moves measured in under a month.</p>\n<p>Shooter and I are both showing an S&amp;P 500 correction to between about 350 and as low as around 300. A lot will depend on the size and speed of the Fed taper.</p>\n<p><b>What About The Fed?</b></p>\n<p><img src=\"https://static.tigerbbs.com/6fa0280b46d20716904484e370a3d8e0\" tg-width=\"1168\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>There's no denying the correlation of Fed balance sheet expansion and its impact on the stock market. When the Fed flattened the balance sheet in 2014 the stock market went choppy for two years.</p>\n<p>That was followed by cheap oil which pushed stocks up. But then, the Fed started to shrink their balance sheet outright and we got the two massive bouts of volatility in 2018. By September 2019 the repo market was collapsing and QE was restarted which again pushed stocks up.</p>\n<p>Then COVID-19 hit causing one of the largest economic shocks in history. The Fed's response was massive bailouts that exceededthe economic damage. That explosive shock and awe response has carried the stock market since.</p>\n<p>The Fed has now moved from talking about tapering to talking about when to taper. The consensus is to start flattening the expansion soon. At the same time, we are at historic valuations and overbought on long-term charts. What could go wrong?</p>\n<p>Interestingly, for the first time in a long time, margin debt ebbed a bit.</p>\n<p>That little tick near the bottom of the red line could just be a blip. Or it could be a sign of alligator jaws starting to close. There have been signs of reduced liquidity in recent weeks as indicated by the firming dollar. If the dollar rises to around $96 as I think is likely later this year or early next year, then stocks have a major headwind.</p>\n<p><img src=\"https://static.tigerbbs.com/6aa7bfa757b16de395877355efd9d751\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>Investment Actions Now</b></p>\n<p>Very simply, raise cash levels to the conservative edge of your asset allocation plan. If you are retired and conservative by nature, raising cash to 50% by trimming your weakest positions most is a great idea.</p>\n<p>If you're more aggressive, then ramping up to a war chest of 20% cash makes a lot of sense by trimming your least attractive long-term holdings and weakest performers the past year. Often performance is a simple way to identify the weaklings in a portfolio, though clearly, it's not always that easy.</p>\n<p>In short, tighten up your asset allocation. Risk management first.</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>A Correction Is Due And It Could Be Deep</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\">\nA Correction Is Due And It Could Be Deep\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 22:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term charts.\nLarge caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144088215","content_text":"Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term charts.\nLarge caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much worse.\nThe Fed, as always, will play a pivotal role in how deep of a decline we see, watch the taper closely.\nRaise cash quickly to the high end of your asset allocation policy.\n\nAny look at an investment should start by asking about what the risks are. For context, we often look at the broader S&P 500 (SPY) which represents most of the market capitalization in the U.S.\nLast year I warned that the stock market could become very overvalued. I urged caution in picking out stocks and ETFs. I also recommended Tesla (TSLA), Bitcoin (BTC-USD), the Invesco Clean Energy ETF (PBW) and the ARK Innovation ETF (ARKK), so I am no uber-bear.\nToday, the stock market is broadly overvalued, including both the Meme stocks and the Zombie stocks. Investor ideas on TINA - there's no alternative, FOMO - fear of missing out, and \"buy the dips\" has worked for over a year on the back of Fed stimulus.\nNow that stimulus is poised to start being reduced we can look back at history. We have been to this game before. Expect a choppy stock market to emerge imminently, if it hasn't already.\nS&P 500 Valuation\nI have talked about excessive valuations in the stock market since around New Year’s. Here's about where we stand now.\n\nI pay special attention to Crestmont which I believe has an exceptional methodology. Here’s a combined look.\n\nClearly, valuations are partying like 1999. This includes the zombies that are on borrowed (literally) time. The questions are how long the party can last and which companies will crash the hardest?\nWhile I like the entire tech-driven innovation, clean energy, AI, IoT, automation and emerging space economy themes, most of the large-cap stocks are ahead of themselves. The valuations of the S&P 500 reflect that.\nWhile I have a hard time believing a reversion to mean would drive stocks back to fair valuation by historical standards due to interest rates likely to stay lower for longer, the simple withdrawal of QE - quantitative easing could see stocks drop 20% to 30% across large-cap indexes. Certain Meme categories and Zombie stocks could be worse.\nThe Technical View Of The S&P 500\nThis is a monthly (SPY) chart. What jumps out at you?\n\nHow about now?\n\nA correction is inevitable. You are playing with fire if you are chasing here.\nBut, if you like it hot, there might be a bit more cigar to puff on before your lips get burned.\nShooter’s daily chart shows that a correction hasn’t started yet, but there's very little room left on the upside. Again, tough to be a chaser here unless you're very adept at swing trading, especially moves measured in under a month.\nShooter and I are both showing an S&P 500 correction to between about 350 and as low as around 300. A lot will depend on the size and speed of the Fed taper.\nWhat About The Fed?\n\nThere's no denying the correlation of Fed balance sheet expansion and its impact on the stock market. When the Fed flattened the balance sheet in 2014 the stock market went choppy for two years.\nThat was followed by cheap oil which pushed stocks up. But then, the Fed started to shrink their balance sheet outright and we got the two massive bouts of volatility in 2018. By September 2019 the repo market was collapsing and QE was restarted which again pushed stocks up.\nThen COVID-19 hit causing one of the largest economic shocks in history. The Fed's response was massive bailouts that exceededthe economic damage. That explosive shock and awe response has carried the stock market since.\nThe Fed has now moved from talking about tapering to talking about when to taper. The consensus is to start flattening the expansion soon. At the same time, we are at historic valuations and overbought on long-term charts. What could go wrong?\nInterestingly, for the first time in a long time, margin debt ebbed a bit.\nThat little tick near the bottom of the red line could just be a blip. Or it could be a sign of alligator jaws starting to close. There have been signs of reduced liquidity in recent weeks as indicated by the firming dollar. If the dollar rises to around $96 as I think is likely later this year or early next year, then stocks have a major headwind.\n\nInvestment Actions Now\nVery simply, raise cash levels to the conservative edge of your asset allocation plan. If you are retired and conservative by nature, raising cash to 50% by trimming your weakest positions most is a great idea.\nIf you're more aggressive, then ramping up to a war chest of 20% cash makes a lot of sense by trimming your least attractive long-term holdings and weakest performers the past year. Often performance is a simple way to identify the weaklings in a portfolio, though clearly, it's not always that easy.\nIn short, tighten up your asset allocation. Risk management first.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833893051,"gmtCreate":1629213683073,"gmtModify":1676529969627,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833893051","repostId":"2160202426","repostType":4,"repost":{"id":"2160202426","pubTimestamp":1629211546,"share":"https://www.laohu8.com/m/news/2160202426?lang=&edition=full","pubTime":"2021-08-17 22:45","market":"us","language":"en","title":"Is Pinterest Stock a Buy This Month?","url":"https://stock-news.laohu8.com/highlight/detail?id=2160202426","media":"Motley Fool","summary":"Investors are wondering whether the big haircut its stock took makes it ripe for the picking.","content":"<p><b><a href=\"https://laohu8.com/S/PINS\">Pinterest, Inc.</a> </b>had one-fifth of its market valuation wiped away last month after reporting second-quarter earnings indicating it may have reached a saturation point in its biggest, most important market.</p>\n<p>If that is what's happening, it is a big red flag for investors thinking of buying into the idea organization stock, as it means it could be a long slog through slow or uneven growth going forward. But if it's a one-off event, it could represent a buying opportunity as the stock sits more than 36% below the 52-week high it reached in February.</p>\n<p>So let's examine the bull and bear cases and see whether Pinterest stock is a buy this month.</p>\n<p><img src=\"https://static.tigerbbs.com/6457e7a496cbcd7c8fe0dbf18121969f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<h2>The bull case</h2>\n<p>Nominally a social media stock, Pinterest is different from <b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b> and the like because its primary purpose is to help people use the power of crowds to collate ideas, whether it's what to wear, what to eat, or how to decorate your home.</p>\n<p>By allowing users to sort their life's ambitions through visual representations that can be \"pinned\" to the site for easy reference and callback, Pinterest has amassed a huge following, some 454 million monthly active users (MAUs) globally as of the end of June, which shows the potential for this visual discovery platform.</p>\n<p>It's just a fraction of the massive following other social media platforms possess, such as Twitter, which has 206 million <i>daily</i> active users (DAUs), or<b> <a href=\"https://laohu8.com/S/FB\">Facebook</a></b> with 1.9 billion DAUs and 2.9 billion MAUs.</p>\n<p>Yet Pinterest has something those other platforms don't: Often, its users are looking to actually buy something -- that's typically why they're pinning ideas in the first place -- so it has a natural affinity with advertising on its sites. Ads are an actual benefit on Pinterest, whereas users rush to minimize ads on other platforms.</p>\n<p>Pinterest reported revenue jumped 125% in the second quarter to $613 million as large advertisers returned en masse, while international advertisers also saw the value in reaching Pinterest users, contributing 22% to total revenue. The company ended up turning a $69 million profit compared to a $100 million loss a year ago, showing Pinterest certainly has the potential to greatly expand in the U.S. and abroad.</p>\n<p><img src=\"https://static.tigerbbs.com/439a01db2b5464f2f694fb1f4879e109\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>New Idea Pins tutorials helped attract Gen Z users to the platform. Image source: Pinterest.</p>\n<h2>The bear case</h2>\n<p>While the above is hopeful, the fact is that U.S. Pinterest users fell 5% to 91 million MAUs in the quarter, suggesting most of the gains it saw over the past year came from bored women -- two-thirds of Pinterest's user base is female -- stuck at home because of the pandemic and looking to fix up their homes.</p>\n<p>While Gen Z users grew at double-digit rates in the quarter, helped along by the Idea Pins tutorials it introduced, we also know the coronavirus outbreak led to massive home improvement growth as people sought to beautify the places they were spending inordinate amounts of time in.</p>\n<p>We're now seeing some pandemic winners report financial results indicating that momentum is dissipating. Online retailer <b><a href=\"https://laohu8.com/S/W\">Wayfair</a></b>, for example, saw a 10% drop in sales as the company enters what it calls \"probably the murkiest moment of 2021.\"</p>\n<p>The water is pretty turbid for Pinterest, too, which expects revenue growth to decelerate to \"the low-40% range\" in the third quarter and for U.S. MAUs to continue falling. They were down 7% at the end of July when it issued its earnings release. Pinterest says it can't predict where MAUs will be next quarter because there is no clarity on how it will play out.</p>\n<p>Moreover, Pinterest is planning a big change in how it delivers the user experience, one that is going to affect revenue, at least short-term.</p>\n<p>CFO Todd Morgan&nbsp;feld says Pinterest is building a \"new ecosystem\" for users, one that transitions from viewing pins in a static manner to one \"where people go to discover the best native immersive lifestyle content\" out on the internet. That means Pinterest will lose some high-value advertising inventory as users leave the platform to explore, but hopes to regain user engagement later on.</p>\n<p>A potentially saturated home improvement market and a new business model that offers no guarantee of success are headwinds Pinterest will have to navigate.</p>\n<h2>The verdict</h2>\n<p>While the pandemic gave Pinterest a tremendous lift for which it's now seeing a letdown, it should be remembered that looking at the two-year history, the platform's MAUs are 51% higher than what they were in 2019. Last year was obviously a one-off event whose pace of growth could not be maintained, and what investors are seeing might not be abandonment of the site, but rather just a return to the mean. Year-over-year growth may go down, but the two-year stack shows it's still expanding.</p>\n<p>However, the difficult comparables it is going up against, coupled with a new way to engage with users, is uncharted territory that could sap a lot of Pinterest's growth potential until it works out all the kinks.</p>\n<p>Even with the haircut Pinterest stock took, it still trades at more than 200 times trailing earnings, 42 times next year's estimates, 17 times sales, and over 100 times the free cash flow it produces.</p>\n<p>Investors might be better off waiting for proof this new engagement policy will work to Pinterest's benefit before jumping, by which time they'll probably get a better price for the social media stock, too.</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 Pinterest Stock a Buy This Month?</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 Pinterest Stock a Buy This Month?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/17/is-pinterest-stock-a-buy-this-month/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pinterest, Inc. had one-fifth of its market valuation wiped away last month after reporting second-quarter earnings indicating it may have reached a saturation point in its biggest, most important ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/17/is-pinterest-stock-a-buy-this-month/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc."},"source_url":"https://www.fool.com/investing/2021/08/17/is-pinterest-stock-a-buy-this-month/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160202426","content_text":"Pinterest, Inc. had one-fifth of its market valuation wiped away last month after reporting second-quarter earnings indicating it may have reached a saturation point in its biggest, most important market.\nIf that is what's happening, it is a big red flag for investors thinking of buying into the idea organization stock, as it means it could be a long slog through slow or uneven growth going forward. But if it's a one-off event, it could represent a buying opportunity as the stock sits more than 36% below the 52-week high it reached in February.\nSo let's examine the bull and bear cases and see whether Pinterest stock is a buy this month.\n\nImage source: Getty Images.\nThe bull case\nNominally a social media stock, Pinterest is different from Twitter and the like because its primary purpose is to help people use the power of crowds to collate ideas, whether it's what to wear, what to eat, or how to decorate your home.\nBy allowing users to sort their life's ambitions through visual representations that can be \"pinned\" to the site for easy reference and callback, Pinterest has amassed a huge following, some 454 million monthly active users (MAUs) globally as of the end of June, which shows the potential for this visual discovery platform.\nIt's just a fraction of the massive following other social media platforms possess, such as Twitter, which has 206 million daily active users (DAUs), or Facebook with 1.9 billion DAUs and 2.9 billion MAUs.\nYet Pinterest has something those other platforms don't: Often, its users are looking to actually buy something -- that's typically why they're pinning ideas in the first place -- so it has a natural affinity with advertising on its sites. Ads are an actual benefit on Pinterest, whereas users rush to minimize ads on other platforms.\nPinterest reported revenue jumped 125% in the second quarter to $613 million as large advertisers returned en masse, while international advertisers also saw the value in reaching Pinterest users, contributing 22% to total revenue. The company ended up turning a $69 million profit compared to a $100 million loss a year ago, showing Pinterest certainly has the potential to greatly expand in the U.S. and abroad.\n\nNew Idea Pins tutorials helped attract Gen Z users to the platform. Image source: Pinterest.\nThe bear case\nWhile the above is hopeful, the fact is that U.S. Pinterest users fell 5% to 91 million MAUs in the quarter, suggesting most of the gains it saw over the past year came from bored women -- two-thirds of Pinterest's user base is female -- stuck at home because of the pandemic and looking to fix up their homes.\nWhile Gen Z users grew at double-digit rates in the quarter, helped along by the Idea Pins tutorials it introduced, we also know the coronavirus outbreak led to massive home improvement growth as people sought to beautify the places they were spending inordinate amounts of time in.\nWe're now seeing some pandemic winners report financial results indicating that momentum is dissipating. Online retailer Wayfair, for example, saw a 10% drop in sales as the company enters what it calls \"probably the murkiest moment of 2021.\"\nThe water is pretty turbid for Pinterest, too, which expects revenue growth to decelerate to \"the low-40% range\" in the third quarter and for U.S. MAUs to continue falling. They were down 7% at the end of July when it issued its earnings release. Pinterest says it can't predict where MAUs will be next quarter because there is no clarity on how it will play out.\nMoreover, Pinterest is planning a big change in how it delivers the user experience, one that is going to affect revenue, at least short-term.\nCFO Todd Morgan feld says Pinterest is building a \"new ecosystem\" for users, one that transitions from viewing pins in a static manner to one \"where people go to discover the best native immersive lifestyle content\" out on the internet. That means Pinterest will lose some high-value advertising inventory as users leave the platform to explore, but hopes to regain user engagement later on.\nA potentially saturated home improvement market and a new business model that offers no guarantee of success are headwinds Pinterest will have to navigate.\nThe verdict\nWhile the pandemic gave Pinterest a tremendous lift for which it's now seeing a letdown, it should be remembered that looking at the two-year history, the platform's MAUs are 51% higher than what they were in 2019. Last year was obviously a one-off event whose pace of growth could not be maintained, and what investors are seeing might not be abandonment of the site, but rather just a return to the mean. Year-over-year growth may go down, but the two-year stack shows it's still expanding.\nHowever, the difficult comparables it is going up against, coupled with a new way to engage with users, is uncharted territory that could sap a lot of Pinterest's growth potential until it works out all the kinks.\nEven with the haircut Pinterest stock took, it still trades at more than 200 times trailing earnings, 42 times next year's estimates, 17 times sales, and over 100 times the free cash flow it produces.\nInvestors might be better off waiting for proof this new engagement policy will work to Pinterest's benefit before jumping, by which time they'll probably get a better price for the social media stock, too.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833312889,"gmtCreate":1629205377941,"gmtModify":1676529964999,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Apple is so high now&nbsp;","listText":"Apple is so high now&nbsp;","text":"Apple is so high now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/833312889","repostId":"1107887311","repostType":4,"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833316431,"gmtCreate":1629205329723,"gmtModify":1676529964992,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow so high","listText":"Wow so high","text":"Wow so high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833316431","repostId":"1130466931","repostType":4,"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839152780,"gmtCreate":1629128765940,"gmtModify":1676529941532,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Nio&nbsp;down .&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Nio&nbsp;down .&nbsp;","text":"$NIO Inc.(NIO)$Nio down .","images":[{"img":"https://static.tigerbbs.com/3d8c6dc2de9622bf99086e9ddcbacdb3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839152780","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":896738270,"gmtCreate":1628604626190,"gmtModify":1676529794843,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Let see how this stock will fare in the near future .&nbsp;","listText":"Let see how this stock will fare in the near future .&nbsp;","text":"Let see how this stock will fare in the near future .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896738270","repostId":"2158476990","repostType":4,"repost":{"id":"2158476990","pubTimestamp":1628603820,"share":"https://www.laohu8.com/m/news/2158476990?lang=&edition=full","pubTime":"2021-08-10 21:57","market":"us","language":"en","title":"The Las Vegas Strip Is Changing Before Our Eyes","url":"https://stock-news.laohu8.com/highlight/detail?id=2158476990","media":"Motley Fool","summary":"A major REIT acquisition will put most of the Las Vegas Strip's real estate under the control of one company.","content":"<p>Las Vegas has gone through a number of transformations over the last half-century, going from mob town to mega-resorts built by junk bonds to an REIT haven. A largely unseen trend in the city over the last half decade has been the sale of a vast majority of the Las Vegas Strip's real estate to investment firms called real estate investment trusts (REIT).</p>\n<p><b>MGM Resorts</b> (NYSE: MGM) started <b>MGM Growth Properties</b> (NYSE:MGP) in 2016, <b>Caesars Entertainment</b> (NASDAQ: CZR) followed with <b>VICI Properties</b> (NYSE:VICI) in 2017, which helped fund its merger with Eldorado Resorts. And along the way, <b>Blackstone</b>, <b>Simon Property Group</b>, <b>Invesco</b>, Crown Acquisitions, and others have acquired real estate in Las Vegas. The goal of most of these deals has been to monetize real estate and maintain the hotel and casino operations in an \"asset-light\" entity.</p>\n<p>This week, the monetization of real estate took a massive step forward when MGM Growth Properties agreed to be acquired by VICI Properties. Once the deal is closed, VICI Properties will own a majority of the real estate on the Las Vegas Strip, a huge shift of power in the industry.</p>\n<h2>The deal</h2>\n<p>The terms of the sale of MGM Growth Properties to VICI Properties look like this:</p>\n<ul>\n <li>MGM Resorts will receive $4.4 billion in cash and retain 1% of the VICI operating partnership, valued at $370 million.</li>\n <li>Public MGM Properties shareholders will get 1.366 shares of VICI stock for each MGP share they currently own.</li>\n <li>VICI will assume $5.7 billion of MGP's debt on its balance sheet. MGM recently reported that it had $12.7 billion of principal debt, of which $4.2 billion was consolidated from MGP.</li>\n</ul>\n<p>Given the cash MGM is getting and the debt that will no longer be consolidated on the balance sheet, we could see MGM Resorts reduce its net debt by over $8 billion after this deal closes. For MGM, the asset-light model is being executed quickly, and that could be a positive if Las Vegas recovers from the pandemic.</p>\n<h2>VICI is now the name in gambling real estate</h2>\n<p>This will add valuable gambling real estate and long-term leases to the growing REIT. As part of the deal, MGM will enter a new triple-net master lease that will total $860 million in annual rent for 25 years with three 10-year options to renew. Rent will rise at 2% annually for the first ten years, and the greater of 2% or the consumer price index (capped at 3%) thereafter.</p>\n<p>This adds a very long-term tenant, reducing VICI's risk from relying too much on Caesars Entertainment. Now it's tied largely to the success of the Las Vegas Strip overall, along with a growing number of regional casinos also on the balance sheet.</p>\n<h2>MGM Resorts goes asset-light</h2>\n<p>For MGM, the idea is to simplify the balance sheet and the business model. The downside is that the company loses control of valuable Las Vegas real estate for development purposes, making new resorts much more complicated to develop.</p>\n<p>MGM also now has rent as a fixed expense each month, rather than the flexibility that comes with owning real estate. If a financial crisis or pandemic hit, MGM won't be able to sell real estate to survive or monetize its own REIT. The company will have to cut costs or raise money elsewhere.</p>\n<p>This is what's known as operating leverage, and if revenue rises MGM will benefit disproportionately from the increase in revenue because rent costs will be fixed. But if revenue drops, it'll hurt even more than before.</p>\n<h2>Las Vegas is now an REIT town</h2>\n<p>REITs are a common investment vehicle and own a huge amount of real estate, from hotels to restaurants to malls across the country. So this isn't shocking, and MGM giving up control of its own REIT to VICI was maybe inevitable given the amount of cash that this gives MGM.</p>\n<p>But investors should understand the risks that come with this new REIT model. MGM has a huge fixed cost to pay for going forward, and won't own real estate that it can develop into the next great Las Vegas Strip resort. This is a change for Las Vegas, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> that's been coming for a few years now.</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>The Las Vegas Strip Is Changing Before Our Eyes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Las Vegas Strip Is Changing Before Our Eyes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 21:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/10/wall-street-has-transformed-the-las-vegas-strip-on/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Las Vegas has gone through a number of transformations over the last half-century, going from mob town to mega-resorts built by junk bonds to an REIT haven. A largely unseen trend in the city over the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/10/wall-street-has-transformed-the-las-vegas-strip-on/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MGM":"美高梅"},"source_url":"https://www.fool.com/investing/2021/08/10/wall-street-has-transformed-the-las-vegas-strip-on/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158476990","content_text":"Las Vegas has gone through a number of transformations over the last half-century, going from mob town to mega-resorts built by junk bonds to an REIT haven. A largely unseen trend in the city over the last half decade has been the sale of a vast majority of the Las Vegas Strip's real estate to investment firms called real estate investment trusts (REIT).\nMGM Resorts (NYSE: MGM) started MGM Growth Properties (NYSE:MGP) in 2016, Caesars Entertainment (NASDAQ: CZR) followed with VICI Properties (NYSE:VICI) in 2017, which helped fund its merger with Eldorado Resorts. And along the way, Blackstone, Simon Property Group, Invesco, Crown Acquisitions, and others have acquired real estate in Las Vegas. The goal of most of these deals has been to monetize real estate and maintain the hotel and casino operations in an \"asset-light\" entity.\nThis week, the monetization of real estate took a massive step forward when MGM Growth Properties agreed to be acquired by VICI Properties. Once the deal is closed, VICI Properties will own a majority of the real estate on the Las Vegas Strip, a huge shift of power in the industry.\nThe deal\nThe terms of the sale of MGM Growth Properties to VICI Properties look like this:\n\nMGM Resorts will receive $4.4 billion in cash and retain 1% of the VICI operating partnership, valued at $370 million.\nPublic MGM Properties shareholders will get 1.366 shares of VICI stock for each MGP share they currently own.\nVICI will assume $5.7 billion of MGP's debt on its balance sheet. MGM recently reported that it had $12.7 billion of principal debt, of which $4.2 billion was consolidated from MGP.\n\nGiven the cash MGM is getting and the debt that will no longer be consolidated on the balance sheet, we could see MGM Resorts reduce its net debt by over $8 billion after this deal closes. For MGM, the asset-light model is being executed quickly, and that could be a positive if Las Vegas recovers from the pandemic.\nVICI is now the name in gambling real estate\nThis will add valuable gambling real estate and long-term leases to the growing REIT. As part of the deal, MGM will enter a new triple-net master lease that will total $860 million in annual rent for 25 years with three 10-year options to renew. Rent will rise at 2% annually for the first ten years, and the greater of 2% or the consumer price index (capped at 3%) thereafter.\nThis adds a very long-term tenant, reducing VICI's risk from relying too much on Caesars Entertainment. Now it's tied largely to the success of the Las Vegas Strip overall, along with a growing number of regional casinos also on the balance sheet.\nMGM Resorts goes asset-light\nFor MGM, the idea is to simplify the balance sheet and the business model. The downside is that the company loses control of valuable Las Vegas real estate for development purposes, making new resorts much more complicated to develop.\nMGM also now has rent as a fixed expense each month, rather than the flexibility that comes with owning real estate. If a financial crisis or pandemic hit, MGM won't be able to sell real estate to survive or monetize its own REIT. The company will have to cut costs or raise money elsewhere.\nThis is what's known as operating leverage, and if revenue rises MGM will benefit disproportionately from the increase in revenue because rent costs will be fixed. But if revenue drops, it'll hurt even more than before.\nLas Vegas is now an REIT town\nREITs are a common investment vehicle and own a huge amount of real estate, from hotels to restaurants to malls across the country. So this isn't shocking, and MGM giving up control of its own REIT to VICI was maybe inevitable given the amount of cash that this gives MGM.\nBut investors should understand the risks that come with this new REIT model. MGM has a huge fixed cost to pay for going forward, and won't own real estate that it can develop into the next great Las Vegas Strip resort. This is a change for Las Vegas, but one that's been coming for a few years now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896033451,"gmtCreate":1628528949273,"gmtModify":1703507685669,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes finally more positive than last week.&nbsp;","listText":"Yes finally more positive than last week.&nbsp;","text":"Yes finally more positive than last week.","images":[{"img":"https://static.tigerbbs.com/1b96a5deae2e1376a262c43f833b70db","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896033451","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":896033833,"gmtCreate":1628528895522,"gmtModify":1703507685336,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Uptrend ! Great .&nbsp;","listText":"Uptrend ! Great .&nbsp;","text":"Uptrend ! Great .","images":[{"img":"https://static.tigerbbs.com/a215bd9c36cb701fbf5143a2a6d805ab","width":"1080","height":"2409"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896033833","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":898407338,"gmtCreate":1628515923124,"gmtModify":1703507380733,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Awesome&nbsp;","listText":"Awesome&nbsp;","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898407338","repostId":"2158844506","repostType":4,"repost":{"id":"2158844506","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":1628508062,"share":"https://www.laohu8.com/m/news/2158844506?lang=&edition=full","pubTime":"2021-08-09 19:21","market":"us","language":"en","title":"BioNTech says has supplied more than 1 bln COVID-19 vaccine doses so far","url":"https://stock-news.laohu8.com/highlight/detail?id=2158844506","media":"Reuters","summary":"FRANKFURT, Aug 9 (Reuters) - BioNTech and partner Pfizer have supplied more than one billion doses o","content":"<p>FRANKFURT, Aug 9 (Reuters) - BioNTech and partner Pfizer have supplied more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> billion doses of their COVID-19 vaccine as per July 21, a bigger number than delivered by competitor AstraZeneca , the German biotech group said on Monday.</p>\n<p>AstraZeneca said on July 29 that it and its manufacturing partner, India-based Serum Institute, had supplied a billion doses to 170 countries at the time.</p>\n<p>Based on delivery contracts so far, BioNTech said in a statement it expects 15.9 billion euros ($18.7 billion) in revenue accruing to it from the vaccine this year, up from a forecast in May of 12.4 billion euros.</p>\n<p>That includes sales, milestone payments from partners and a share of gross profit in its partners' territories, the company added. ($1 = 0.8509 euros)</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>BioNTech says has supplied more than 1 bln COVID-19 vaccine doses so far</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\">\nBioNTech says has supplied more than 1 bln COVID-19 vaccine doses so far\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\">2021-08-09 19:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>FRANKFURT, Aug 9 (Reuters) - BioNTech and partner Pfizer have supplied more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> billion doses of their COVID-19 vaccine as per July 21, a bigger number than delivered by competitor AstraZeneca , the German biotech group said on Monday.</p>\n<p>AstraZeneca said on July 29 that it and its manufacturing partner, India-based Serum Institute, had supplied a billion doses to 170 countries at the time.</p>\n<p>Based on delivery contracts so far, BioNTech said in a statement it expects 15.9 billion euros ($18.7 billion) in revenue accruing to it from the vaccine this year, up from a forecast in May of 12.4 billion euros.</p>\n<p>That includes sales, milestone payments from partners and a share of gross profit in its partners' territories, the company added. ($1 = 0.8509 euros)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","BNTX":"BioNTech SE"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158844506","content_text":"FRANKFURT, Aug 9 (Reuters) - BioNTech and partner Pfizer have supplied more than one billion doses of their COVID-19 vaccine as per July 21, a bigger number than delivered by competitor AstraZeneca , the German biotech group said on Monday.\nAstraZeneca said on July 29 that it and its manufacturing partner, India-based Serum Institute, had supplied a billion doses to 170 countries at the time.\nBased on delivery contracts so far, BioNTech said in a statement it expects 15.9 billion euros ($18.7 billion) in revenue accruing to it from the vaccine this year, up from a forecast in May of 12.4 billion euros.\nThat includes sales, milestone payments from partners and a share of gross profit in its partners' territories, the company added. ($1 = 0.8509 euros)","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891468382,"gmtCreate":1628412891746,"gmtModify":1703506034642,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Awesome ??","listText":"Awesome ??","text":"Awesome ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/891468382","repostId":"2157490509","repostType":4,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891302641,"gmtCreate":1628326909583,"gmtModify":1703505119952,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> waiting for Nio to power up .&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> waiting for Nio to power up .&nbsp;","text":"$NIO Inc.(NIO)$ waiting for Nio to power up .","images":[{"img":"https://static.tigerbbs.com/8398b9c15b69d9a6aeb4a9a2b747430e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891302641","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":891468382,"gmtCreate":1628412891746,"gmtModify":1703506034642,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Awesome ??","listText":"Awesome ??","text":"Awesome ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/891468382","repostId":"2157490509","repostType":4,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890964140,"gmtCreate":1628077692180,"gmtModify":1703500750780,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for confirming","listText":"Thanks for confirming","text":"Thanks for confirming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/890964140","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805044796,"gmtCreate":1627828740115,"gmtModify":1703496354680,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for the caution&nbsp;","listText":"Thanks for the caution&nbsp;","text":"Thanks for the caution","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805044796","repostId":"1142925544","repostType":4,"repost":{"id":"1142925544","pubTimestamp":1627787240,"share":"https://www.laohu8.com/m/news/1142925544?lang=&edition=full","pubTime":"2021-08-01 11:07","market":"us","language":"en","title":"Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1142925544","media":"Barron's","summary":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970","content":"<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.</p>\n<p>But the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&amp;P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.</p>\n<p>August actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&amp;P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.</p>\n<p>This July did even better than the norm, with the S&amp;P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.</p>\n<p>August’s record is in between, with an average 0.70% S&amp;P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”</p>\n<p>Not surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.</p>\n<p>Past isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.</p>\n<p>The company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.</p>\n<p>Among those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.</p>\n<p>To be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.</p>\n<p>But in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”</p>\n<p>How those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.</p>\n<p>Economists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.</p>\n<p>Markowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)</p>\n<p></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>Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year</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, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142925544","content_text":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.\nBut the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.\nAugust actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.\nThis July did even better than the norm, with the S&P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.\nAugust’s record is in between, with an average 0.70% S&P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”\nNot surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.\nPast isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.\nThe company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.\nAmong those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.\nTo be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.\nBut in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”\nHow those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.\nEconomists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.\nMarkowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835448106,"gmtCreate":1629735112405,"gmtModify":1676530117053,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sounds good","listText":"Sounds good","text":"Sounds good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/835448106","repostId":"1174451083","repostType":4,"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833312889,"gmtCreate":1629205377941,"gmtModify":1676529964999,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Apple is so high now&nbsp;","listText":"Apple is so high now&nbsp;","text":"Apple is so high now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/833312889","repostId":"1107887311","repostType":4,"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808298490,"gmtCreate":1627585059410,"gmtModify":1703492843430,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good to hear this","listText":"Good to hear this","text":"Good to hear this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808298490","repostId":"1179174010","repostType":4,"repost":{"id":"1179174010","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":1627572541,"share":"https://www.laohu8.com/m/news/1179174010?lang=&edition=full","pubTime":"2021-07-29 23:29","market":"us","language":"en","title":"Musk confirms Tesla AI Day will be on August 19","url":"https://stock-news.laohu8.com/highlight/detail?id=1179174010","media":"Tiger Newspress","summary":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19.While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.The focus of the AI event is likely to be around Tesla's self","content":"<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p>\n<p><img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p>\n<p>While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p>\n<p>The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p>\n<p>Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</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>Musk confirms Tesla AI Day will be on August 19</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\">\nMusk confirms Tesla AI Day will be on August 19\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\">2021-07-29 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p>\n<p><img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p>\n<p>While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p>\n<p>The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p>\n<p>Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179174010","content_text":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.\n\nTesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. \nWhile the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.\nThe focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.\nTesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806584969,"gmtCreate":1627676185051,"gmtModify":1703494482632,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806584969","repostId":"1109908934","repostType":4,"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152413916,"gmtCreate":1625325579235,"gmtModify":1703740444348,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sounds good&nbsp;","listText":"Sounds good&nbsp;","text":"Sounds good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/152413916","repostId":"1122056398","repostType":4,"repost":{"id":"1122056398","pubTimestamp":1625280707,"share":"https://www.laohu8.com/m/news/1122056398?lang=&edition=full","pubTime":"2021-07-03 10:51","market":"us","language":"en","title":"These 15 stocks -- June's biggest losers -- could become July's winners","url":"https://stock-news.laohu8.com/highlight/detail?id=1122056398","media":"MarketWatch","summary":"‘Short-term reversal strategy’ often does particularly well in July.\n\nJune’s worst stocks are good b","content":"<blockquote>\n <b>‘Short-term reversal strategy’ often does particularly well in July.</b>\n</blockquote>\n<p>June’s worst stocks are good bets to beat the U.S. market in in July.</p>\n<p>That’s because portfolio window-dressing at the end of June will have made that month’s poor performers fall even further than they would have otherwise. It’s likely that once this artificial selling pressure disappears, these stocks will bounce back.</p>\n<p>To be sure, window dressing is a powerful force on several occasions throughout the calendar, not just at this time of year. It should have the biggest impact at the end of December, since more investors look at their portfolio holdings in early January than in any other month of the year. Fund managers therefore go out of their way to sell their losers prior to Dec. 31 in order to avoid the embarrassment of having to report that they had ever owned them.</p>\n<p>Just the opposite is the case for stocks that managers buy for window dressing. These are the stocks that already have been performing well and which managers want to show in their end-of-quarter holdings report. Their cosmetic buying will cause these stocks to perform even better — which, in turn, results in them falling back to earth once the new quarter comes around.</p>\n<p>As expected, January is the month in which the previous month’s worst performers fare best relative to the previous month’s best performers — a pattern known as the “short term reversal effect.” This is illustrated in the chart below, which reflects monthly data back to 1926. July is the second-most powerful month for this pattern. That also makes sense because, after January, July is the next most common time for investors to read through their brokerage statements.</p>\n<p><img src=\"https://static.tigerbbs.com/6ac3a509127efd603df1d98de04774e7\" tg-width=\"620\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p>\n<p>Also as expected, end-of-quarter window dressing is less of a factor at the end of the first- and third quarters. In fact, as you can see from the chart, the short-term reversal effect is even less dominant in April than in non-quarter-end months.</p>\n<p><b>How to play the short-term reversal in July</b></p>\n<p>As is often the case, an exchange-traded fund has been created to exploit the short-term reversal effect. Vesper US Large Cap Short-Term Reversal Strategy ETFUTRN,“seeks to capitalize on the tendency for stocks that have experienced sharp recent sell-offs to experience near-term rebounds.”</p>\n<p>Because the fund was only recently created, in September 2018, the ETF’s average monthly returns since then are only suggestive of the long-term pattern. But its average return in July has been better (4.1%) than in any other month.</p>\n<p>For anyone interested in the individual stocks that performed the worst in June, I constructed the following list. I started with the 50 stocks in the S&amp;P 1500 index with the worst June returns, and then eliminated ones not currently recommended by any of the top-performing newsletters monitored by my newsletter-performance-tracking service.</p>\n<p>The 15 stocks listed below survived this winnowing process. I note that, on average, these 15 lost 15.4% during the month of June, versus a gain of 2.3% for the S&amp;P 500SPX.</p>\n<ul>\n <li>Adient PLC&nbsp;ADNT</li>\n <li>Alaska Air Group&nbsp;ALK</li>\n <li>Alliance Data Systems&nbsp;ADS</li>\n <li>America’s Car Mart&nbsp;CRMT</li>\n <li>ArcBest&nbsp;ARCB</li>\n <li>Goodyear Tire &amp; Rubber&nbsp;GT</li>\n <li>KB Home&nbsp;KBH</li>\n <li>LCI Industries&nbsp;LCII</li>\n <li>Mosaic &amp; Co&nbsp;.MOS</li>\n <li>Medifast&nbsp;MED</li>\n <li>Newmont Corp.&nbsp;NEM</li>\n <li>Organon &amp; Co.&nbsp;OGN</li>\n <li>Patrick Industries&nbsp;PATK</li>\n <li>Regions Financial&nbsp;RF</li>\n <li>Sabre&nbsp;SABR</li>\n</ul>\n<p>I also note that these stocks have an average price/book value ratio of 3.3, which is well-below the 4.7 ratio for the S&amp;P 500. Having a below-average price/book ratio is the hallmark of a value stock, and it makes sense that value stocks will be favored by the short-term reversal strategy. That’s because value stocks significantly underperformed growth stocks in June — but their fortunes may soon change.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 15 stocks -- June's biggest losers -- could become July's winners</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\">\nThese 15 stocks -- June's biggest losers -- could become July's winners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-15-stocks-junes-biggest-losers-could-become-julys-winners-11625238769?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Short-term reversal strategy’ often does particularly well in July.\n\nJune’s worst stocks are good bets to beat the U.S. market in in July.\nThat’s because portfolio window-dressing at the end of June ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-15-stocks-junes-biggest-losers-could-become-julys-winners-11625238769?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":{"MED":"快验保","ADNT":"Adient PLC","KBH":"KB Home","PATK":"Patrick Industries","LCII":"LCI Industries","GT":"固特异轮胎橡胶公司","SABR":"Sabre Corporation","NEM":"纽曼矿业","CRMT":"美国汽车行","ARCB":"ArcBest Corporation","OGN":"Organon & Co","RF":"地区金融","ALK":"阿拉斯加航空集团有限公司","MOS":"美国美盛"},"source_url":"https://www.marketwatch.com/story/these-15-stocks-junes-biggest-losers-could-become-julys-winners-11625238769?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122056398","content_text":"‘Short-term reversal strategy’ often does particularly well in July.\n\nJune’s worst stocks are good bets to beat the U.S. market in in July.\nThat’s because portfolio window-dressing at the end of June will have made that month’s poor performers fall even further than they would have otherwise. It’s likely that once this artificial selling pressure disappears, these stocks will bounce back.\nTo be sure, window dressing is a powerful force on several occasions throughout the calendar, not just at this time of year. It should have the biggest impact at the end of December, since more investors look at their portfolio holdings in early January than in any other month of the year. Fund managers therefore go out of their way to sell their losers prior to Dec. 31 in order to avoid the embarrassment of having to report that they had ever owned them.\nJust the opposite is the case for stocks that managers buy for window dressing. These are the stocks that already have been performing well and which managers want to show in their end-of-quarter holdings report. Their cosmetic buying will cause these stocks to perform even better — which, in turn, results in them falling back to earth once the new quarter comes around.\nAs expected, January is the month in which the previous month’s worst performers fare best relative to the previous month’s best performers — a pattern known as the “short term reversal effect.” This is illustrated in the chart below, which reflects monthly data back to 1926. July is the second-most powerful month for this pattern. That also makes sense because, after January, July is the next most common time for investors to read through their brokerage statements.\n\nAlso as expected, end-of-quarter window dressing is less of a factor at the end of the first- and third quarters. In fact, as you can see from the chart, the short-term reversal effect is even less dominant in April than in non-quarter-end months.\nHow to play the short-term reversal in July\nAs is often the case, an exchange-traded fund has been created to exploit the short-term reversal effect. Vesper US Large Cap Short-Term Reversal Strategy ETFUTRN,“seeks to capitalize on the tendency for stocks that have experienced sharp recent sell-offs to experience near-term rebounds.”\nBecause the fund was only recently created, in September 2018, the ETF’s average monthly returns since then are only suggestive of the long-term pattern. But its average return in July has been better (4.1%) than in any other month.\nFor anyone interested in the individual stocks that performed the worst in June, I constructed the following list. I started with the 50 stocks in the S&P 1500 index with the worst June returns, and then eliminated ones not currently recommended by any of the top-performing newsletters monitored by my newsletter-performance-tracking service.\nThe 15 stocks listed below survived this winnowing process. I note that, on average, these 15 lost 15.4% during the month of June, versus a gain of 2.3% for the S&P 500SPX.\n\nAdient PLC ADNT\nAlaska Air Group ALK\nAlliance Data Systems ADS\nAmerica’s Car Mart CRMT\nArcBest ARCB\nGoodyear Tire & Rubber GT\nKB Home KBH\nLCI Industries LCII\nMosaic & Co .MOS\nMedifast MED\nNewmont Corp. NEM\nOrganon & Co. OGN\nPatrick Industries PATK\nRegions Financial RF\nSabre SABR\n\nI also note that these stocks have an average price/book value ratio of 3.3, which is well-below the 4.7 ratio for the S&P 500. Having a below-average price/book ratio is the hallmark of a value stock, and it makes sense that value stocks will be favored by the short-term reversal strategy. That’s because value stocks significantly underperformed growth stocks in June — but their fortunes may soon change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804914212,"gmtCreate":1627915868936,"gmtModify":1703497874449,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Power up&nbsp;","listText":"Power up&nbsp;","text":"Power up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804914212","repostId":"1155693481","repostType":4,"repost":{"id":"1155693481","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":1627913458,"share":"https://www.laohu8.com/m/news/1155693481?lang=&edition=full","pubTime":"2021-08-02 22:10","market":"us","language":"en","title":"Tesla rose nearly 5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1155693481","media":"Tiger Newspress","summary":" $Tesla Motors$ rose nearly 5% in morning trading.Elon Musk confirms Tesla AI Day will be on August 19.In addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more ","content":"<p>(August 2)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p>\n<p>Elon Musk confirms Tesla AI Day will be on August 19.</p>\n<p>In&nbsp;addition&nbsp;,Last Thursday,&nbsp;Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p>\n<p>The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p>\n<p><img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></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>Tesla rose nearly 5% in morning 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\">\nTesla rose nearly 5% in morning 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\">2021-08-02 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 2)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> rose nearly 5% in morning trading.</p>\n<p>Elon Musk confirms Tesla AI Day will be on August 19.</p>\n<p>In&nbsp;addition&nbsp;,Last Thursday,&nbsp;Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.</p>\n<p>The patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.</p>\n<p><img src=\"https://static.tigerbbs.com/9faf5c64c1d04f0efe8c72c78addc130\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155693481","content_text":"(August 2) Tesla Motors rose nearly 5% in morning trading.\nElon Musk confirms Tesla AI Day will be on August 19.\nIn addition ,Last Thursday, Benzinga Proalerted its users Tesla hadfiled a patentthat would allow it to recover and recycle nickel and cobalt from old lithium-ion EV batteries.\nThe patent, titled “Metal Sulfate Manufacturing System via Electrochemical Dissolution,” would allow the EV and technology company to recover the two crucial raw battery metals and reuse them making its supply chain more efficient.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177858062,"gmtCreate":1627198920356,"gmtModify":1703485486780,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"What is the next support for Tencent? Hope Tencent stocks can rebound soon","listText":"What is the next support for Tencent? Hope Tencent stocks can rebound soon","text":"What is the next support for Tencent? Hope Tencent stocks can rebound soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/177858062","repostId":"1151500518","repostType":4,"repost":{"id":"1151500518","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":1627092269,"share":"https://www.laohu8.com/m/news/1151500518?lang=&edition=full","pubTime":"2021-07-24 10:04","market":"us","language":"en","title":"Tencent was ordered to remove the exclusive copyright of online music","url":"https://stock-news.laohu8.com/highlight/detail?id=1151500518","media":"Tiger Newspress","summary":"The China market supervision administration made an administrative punishment decision according to ","content":"<p>The China market supervision administration made an administrative punishment decision according to law, ordering Tencent and its affiliated companies to take measures to restore the state of market competition, such as canceling the exclusive music copyright within 30 days, stopping the payment of copyright fees such as high prepayment, and not requiring the upstream copyright party to give conditions superior to its competitors without justified reasons. Tencent will report the performance of its obligations to the State Administration of market supervision every year within three years, and the State Administration of market supervision will strictly supervise its implementation according to law.</p>\n<p>This case is the first case in which necessary measures have been taken to restore the state of market competition for the illegal implementation of business concentration since the implementation of China's anti-monopoly law.</p>\n<p>Tencent responded that the company will seriously abide by the decision, strictly implement the regulatory requirements, operate in accordance with the law, earnestly fulfill its social responsibility and maintain benign competition in the market. Tencent will take full responsibility, formulate rectification measures and plans with Tencent music and other affiliated companies within the specified time limit, and complete them completely in accordance with the requirements of the punishment decision to ensure that the rectification is in place.</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>Tencent was ordered to remove the exclusive copyright of online music</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\">\nTencent was ordered to remove the exclusive copyright of online music\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\">2021-07-24 10:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The China market supervision administration made an administrative punishment decision according to law, ordering Tencent and its affiliated companies to take measures to restore the state of market competition, such as canceling the exclusive music copyright within 30 days, stopping the payment of copyright fees such as high prepayment, and not requiring the upstream copyright party to give conditions superior to its competitors without justified reasons. Tencent will report the performance of its obligations to the State Administration of market supervision every year within three years, and the State Administration of market supervision will strictly supervise its implementation according to law.</p>\n<p>This case is the first case in which necessary measures have been taken to restore the state of market competition for the illegal implementation of business concentration since the implementation of China's anti-monopoly law.</p>\n<p>Tencent responded that the company will seriously abide by the decision, strictly implement the regulatory requirements, operate in accordance with the law, earnestly fulfill its social responsibility and maintain benign competition in the market. Tencent will take full responsibility, formulate rectification measures and plans with Tencent music and other affiliated companies within the specified time limit, and complete them completely in accordance with the requirements of the punishment decision to ensure that the rectification is in place.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","TME":"腾讯音乐"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151500518","content_text":"The China market supervision administration made an administrative punishment decision according to law, ordering Tencent and its affiliated companies to take measures to restore the state of market competition, such as canceling the exclusive music copyright within 30 days, stopping the payment of copyright fees such as high prepayment, and not requiring the upstream copyright party to give conditions superior to its competitors without justified reasons. Tencent will report the performance of its obligations to the State Administration of market supervision every year within three years, and the State Administration of market supervision will strictly supervise its implementation according to law.\nThis case is the first case in which necessary measures have been taken to restore the state of market competition for the illegal implementation of business concentration since the implementation of China's anti-monopoly law.\nTencent responded that the company will seriously abide by the decision, strictly implement the regulatory requirements, operate in accordance with the law, earnestly fulfill its social responsibility and maintain benign competition in the market. Tencent will take full responsibility, formulate rectification measures and plans with Tencent music and other affiliated companies within the specified time limit, and complete them completely in accordance with the requirements of the punishment decision to ensure that the rectification is in place.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812337337,"gmtCreate":1630551908929,"gmtModify":1676530338239,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Both sound good to buy .","listText":"Both sound good to buy .","text":"Both sound good to buy .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812337337","repostId":"1167000656","repostType":4,"repost":{"id":"1167000656","pubTimestamp":1630545427,"share":"https://www.laohu8.com/m/news/1167000656?lang=&edition=full","pubTime":"2021-09-02 09:17","market":"us","language":"en","title":"Palantir Vs. Snowflake: Which Is The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1167000656","media":"seekingalpha","summary":"Summary\n\nData is the future, and the amount of data created each day is expected to increase tremend","content":"<p><b>Summary</b></p>\n<ul>\n <li>Data is the future, and the amount of data created each day is expected to increase tremendously, driving strong growth in data-minded industries.</li>\n <li>Palantir and Snowflake are two behemoths in the world of data, valued at $50 billion and $88 billion respectively.</li>\n <li>Palantir is in a unique position, benefiting off both commercial and government streams, and has a solid 30% long-term annual growth target.</li>\n <li>Snowflake is one of the fastest growing names in tech, and continues to excel in most metrics, and has a long-term growth target of $10 billion in FY29.</li>\n <li>At the moment, both are rated at 'neutral' for some near-term risks, although a ten or twenty-year time horizon looks quite promising.</li>\n</ul>\n<p>Data is the future. And if that's the case, companies specializing in the realm of data, be it storage, creation, analytics, processing, or more, are going to be in that list of top picks for the future.Data never sleeps. Domo (DOMO), a cloud software company embedded and partnered with some of tech's largest names, estimated back in 2018 that the world would create about 1.7MB per data per person in 2020 - while this may seem small at first, it's over one quadrillion MB daily.</p>\n<p>Millions of photos and pieces of content are uploaded each minute, millions of messages are sent, millions of dollars are spent online, and more. Data is growing exponentially - hundreds of millions of more internet users are added each year, billions of connected devices are expected to be added, and cloud infrastructure and data storage capabilities could grow fivefold over the next few years.</p>\n<p>Popularity in the tech sector, particularly in burgeoning segments like cybersecurity, cloud software, and data applications, is high, and for good reason - companies nestled in the cloud are finding tremendous growth, and SaaS-based companies' stocks are garnering higher multiples and rising sharply over the past three months. That's especially the case in cybersecurity, another of the top long-term growth stories pushed forward by the scale of recent attacks; hyper-growth leaders CrowdStrike (CRWD) and Zscaler (ZS) both command nearly 60x TTM EV/revenue multiples, though CrowdStrike boasts a higher growth rate.</p>\n<p>In the data and cloud realm, companies like Datadog (DDOG) earn a similar multiple, while Cloudflare (NET) trades at 70x TTM revenue. Palantir (PLTR) and Snowflake (SNOW), two of the behemoths in the data realm, command premium valuations just like the rest of tech's hottest names - they're worth 30x TTM revenues and 80x, respectively.</p>\n<p>Bridging the gap between on-prem and SaaS in data-focused enterprises are Palantir and Snowflake. Palantir operates much farther along on the SaaS spectrum thanks toApollopowering Foundry's public-facing cloud SaaS infrastructure, which marks a big shift from the decade ago where Gotham was primarily operated on-prem with manual configuration, upgrades, and maintenance. Snowflake sits opposite, generating over 90% of its revenue on a consumption basis, choosing to opt away from SaaS model for its sales.</p>\n<p>That model, and the data cloudplatformbehind it, which offers automated data engineering, analytics and science, lakes, warehouses, sharing, and other applications - it's the epitome of 'if it ain't broke, don't fix it'. Growth is stellar, and so are the metrics and drivers of such growth. Both of these behemoths have bright long-term growth prospects, and a booming industry that'll serve to aid such prospects - in terms of an investor, which is a better buy?</p>\n<p>Unrivaled Growth? By The Numbers</p>\n<p>High growth potential is typically rewarded by the market, and both of these two behemoths exhibit that - Palantir is targeting 30% long-term annual growth through 2025, while Snowflake is expected to grow at a 54% CAGR to about $4 billion in revenue by 2025. It's easy to see why investors get so excited about these two names - uniquely positioned in a growing industry with strong individual growth.</p>\n<p><b>Palantir Snapshot</b></p>\n<p>Palantir is unique in its own way, with the company having very few direct competitors to its deep data analytics business, and Gotham holds a deeper moat within the government contracting realm. Apollo's SaaS model powering both Foundry in government and commercial applications and Gotham serves as a great customer acquirer and driver of such growth.</p>\n<p>Long-term growth at 30% is great - but higher growth is even better. At the moment, Palantir is expected to grow about 37% y/y to reach $1.5 billion in revenues; however, it marked a second consecutive quarter of 49% growth y/y. Commercial revenue growth rate accelerated from 72% last quarter to 90%, adding 20 net new customers and seeing 32% q/q growth in commercial customers.</p>\n<p><img src=\"https://static.tigerbbs.com/d88644be556636c69a0277c01fd1bb29\" tg-width=\"640\" tg-height=\"310\" width=\"100%\" height=\"auto\">Graphic fromPalantir</p>\n<p>Government revenues continued a strong trajectory - up 66% y/y, alongside new contracts with the Army, Coast Guard, Air Force, one of which is a $100 million contract with SOCOM. Other new deals included the FAA, CDC, and HHS. Consistently signing new contracts, whether large or small, attests to the government's trust of and belief in the value proposition and benefits provided by Gotham and Foundry.</p>\n<p>Other metrics came in strong - average revenue per its top 20 customers rose by almost 10% to $39 million, continuing its +$3 million q/q trajectory, average revenue per customer rose 19% to $7.9 million, total booked contract value rose to $925 million, up 175% y/y, and 21 new deals of at least $10 million were booked. Strong adjusted free cash flow in the first half at $201 million allowed Palantir to double cash flow guidance for the year to $300+ million. Operating margin above 30% and gross margin above 75% for the third consecutive quarter are also positives; these are all signs of a healthy and growing business executing well.</p>\n<p>Based on the current quarterly trajectory, Palantir could be set to reach nearly $1.53 billion in revenues for the fiscal year - this assumes a 3% beat of Q3's $385 million revenue outlook, and a ~5% q/q growth to $416 million for Q4. Strong execution, a deep order book, and rising average revenues per customer all align to support this projection, and Palantir could be set to beat these expectations by a small margin. However, the numbers don't necessarily show all the underlying strengths of Palantir's business.</p>\n<p>Apollo is like the bread and butter of Palantir's growth - the company itself considers it as a third platform, given how crucial it is. Apollo has not only built a SaaS model for Palantir, but has allowed it to go where most other SaaS hasn't - running not just in the public cloud, but in private, classified and purpose-built government clouds. It acts as a layer between Palantir's applications and existing infrastructure. And it's just as coveted by customers - in the past two years, every new commercial customer has opted for Apollo, while nearly all of the new government customers use it for unclassified applications.</p>\n<p><img src=\"https://static.tigerbbs.com/9738e11e57a08df50bfee3163c494fc3\" tg-width=\"1280\" tg-height=\"849\" width=\"100%\" height=\"auto\">Graphic fromPalantir</p>\n<p>Palantir has also made quite a foray into SPACs, which have beencooling offas of late (view the list below). Many of the companies that Palantir has invested in are potential disruptors, and the company has committed $290 million and already purchased 9 million shares for $53 million (the committed represents the $250 million minus the $20 million for Celularity(NASDAQ:CELU)in the first table, plus the $60 million in the second).</p>\n<p>So Palantir will have about 40 million shares across nearly a dozen SPACs - a great bonus should those stocks perform well - but also a solid return on investment through contractual agreements. From these, Palantir is expecting to receive maximum revenues of $428 million from the first $250 million commitments (~71%), and $162 million on the other $93 million (~74%). These revenue streams will be recognized in the future, as contracts range from three to six to ten years.</p>\n<p><img src=\"https://static.tigerbbs.com/be3984b32923702682f1c623c3c293aa\" tg-width=\"640\" tg-height=\"431\" width=\"100%\" height=\"auto\">Graphic fromPalantir</p>\n<p>Growth potential and tapping into unique opportunities within SPACs, even with downside risks to share purchases as companies slump below their SPAC's $10 prices, are visible - what's also visible ishigh levels of SBCand dilutive potential. Share count has increased about 8% since December 2020, reaching 1.935 billion Class A and Class B shares outstanding. In addition, Palantir has 417.6 million options (213.4 million of which are vested and exercisable) and 166.7 million unvested and outstanding RSUs.</p>\n<p>This represents about 30% of the total outstanding shares, so the dilutive effect can be quite large. However, Palantir does have a net cash balance above $2 billion and positive cash flow, so it's unlikely that it'll tap into its 20 billion authorized shares for capital, but it's just as unlikely that it'll initiate share buybacks for a few years until these vest and dilute, and cash flows and revenues are much stronger.</p>\n<p><b>Snowflake Snapshot</b></p>\n<p>Snowflake's debut on the market marked the largest-ever IPO by a software company, after raising its IPO price from an original $75-85 range up to a final pricing of $120 - shares more than doubled on the debut, reaching over $300 per share before closing slightly under $254. Salesforce.com (CRM) and Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B)both bought $250 million in private placement during the IPO as the market swooned for the company. Snowflake is among the largest companies to go public, valued at about $70 billion on its first close and nearly $90 billion now, but it does have the rapid growth and ability to grow into its valuation.</p>\n<p>While Snowflake opted away from setting a target growth rate, it did set a targeted revenue amount - it aims to reach $10 billion in product revenue by FY29, or calendar 2028. From FY21's $554 million, that's a 44% CAGR, a very impressive growth rate given the long frame, and much stronger than Palantir's - for comparison, Palantir's 30% targeted growth would imply revenues at $9.5-10 billion by calendar 2028, while if it had a 44% CAGR that value would be doubled, to nearly $20 billion.</p>\n<p>Q2's numbers looked good from a growth standpoint - and it's not just on the surface either. Product revenues continued a stellar growth trajectory, up 103% y/y, putting fiscal 22's first half total to just $85 million below fiscal 21's full year total. That's about one month's revenues, so in just 7 months this year, Snowflake has already matched last year's revenues. Quite impressive growth.</p>\n<p><img src=\"https://static.tigerbbs.com/3a9c39eb33c4f8aaab5b2085ca3c75a8\" tg-width=\"640\" tg-height=\"359\" width=\"100%\" height=\"auto\">Graphic fromSnowflake</p>\n<p>Driving such growth is a massive growth in high-value customers, those doing more than $1 million. That customer cohort is up 107% y/y, likely driven by both a 60% y/y increase in customers to nearly 5,000 and a 34% y/y increase in Fortune 500 customers to 212 - 18 of those were added just this past quarter. The bigger the customer, the higher the likelihood that customer will spend more with Snowflake, and showing this ability to grow large-scale customers bodes well for growth.</p>\n<p>In addition, over $1.5 billion in RPO for the fiscal year, up 122% y/y (lower than the previous &gt;200% growth rates for the past three quarters) and $100 million q/q, support more revenue acceleration though point to a bit of a slowdown in overall growth rate. Snowflake is unlikely to be able to grow at a triple-digit rate, settling more for the 90-95% y/y range for the current fiscal year.</p>\n<p>And while a growth slowdown may sound daunting, the numbers deep down aren't showing that. At all. Especially as Snowflake continues to grow at scale and at &gt;50-70% y/y rates for the next two to three fiscal years. Seen below, looking at Snowflake's sequential growth rates could suggest a bit of a slowdown, dropping from over 20% to just over 19% - quite small, but still lower.</p>\n<p>But, looking at the sequential dollar change in revenues, they're continuing in a $6-million-more-than-the-last-quarter series: $23m, $29m, $35m, nearly $41m. Just looking at the percentages can be fooling - when this sequential series starts to slow and end is when the real growth worries will start to emerge. For now, underlying metrics aren't pointing to that.</p>\n<p><img src=\"https://static.tigerbbs.com/7ed2d1d322fa38dc130482e8eabd4a16\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\">Data from Snowflake</p>\n<p>Snowflake's rapid growth has allowed it to witness great economies of scale, and that's evident within its performance metrics. Net revenue retention has hovered near 168-169% for the past three quarters, showing a tremendous ability to execute a land-and-expand model, grow revenues from within its existing customer base and generate larger renewals. Gross margins have continued to expand, with GAAP gross margin up 500 bp since FY20 and non-GAAP up 1000 bp; Snowflake has witnessed significant improvements in operating leverage from this high revenue growth.</p>\n<p>Costs have fallen significantly as a percentage of revenues, allowing GAAP gross profit to grow at a faster rate q/q than revenues, 340 bp higher at 22.5% for Q2. Because of larger customer deals and more renewals aiding operating leverage, Snowflake is expecting non-GAAP operating loss of just 9% for the fiscal year, compared to 38% in FY21 and 105% in FY20, while adjusted free cash flow is expected to be positive at 7% of revenues.</p>\n<p><img src=\"https://static.tigerbbs.com/c0599cf44c40e29d7172044264905880\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\">Graphic from Snowflake</p>\n<p>Snowflake is a growth machine, and that growth is integral for its shares - valued at close to 80x this fiscal year's revenues, Snowflake can't afford to show any slowdowns in growth, and it hasn't yet. It has all the metrics in place to support such growth, and ambitions to reach $10 billion in product revenue by FY29, setting itself up for an impressive runway. It's got a war chest of cash to the tune of $4.1 billion in cash and short-term investments that it can use to fuel its growth.</p>\n<p><b>Which is the Better Buy?</b></p>\n<p>From a long-term perspective, both companies exceed the bar when it comes to long-term growth potential, with Palantir targeting 30% annual growth to FY25 and possibly beyond, and Snowflake targeting $10 billion in revenues by FY29, or a 44% CAGR. The growth of data and data-minded applications provides large tailwinds to support such growth over the next few years to the next decade and beyond.</p>\n<p>Yet these companies both command massive valuations, and see high investor interest. Palantir, at nearly $50 billion, and just over $1.5 billion in sales, and Snowflake, at nearly $90 billion and on a fast-track to beat $1 billion in sales this year. Richly valued, but valued for that growth and long-term promise.</p>\n<p>Palantir sits in a unique position, finding both commercial and government revenues to be growing at a solid clip, on top of operating metrics and interesting investments in SPACs. A pretty straightforward path to its long-term growth and customer acquisition benefits stemming from Apollo's unrivaled SaaS are two visible and less visible reasons that Palantir deserves a place in a long-term account, yet the company needs to be able to prove that it can overcome some excessive SBC and dilution in order to reward shareholders for buying in, as it continues to underperform the market.</p>\n<p>Palantir's evidence supporting a strong buy doesn't yet outweigh the SBC risks, and hence it earns a 'neutral' rating. Any dips back to $40 billion, or the $21-22 range, would be a tempting level to enter or add, and the next earnings report will provide a new picture on how growth is evolving for the current fiscal year's high-30% projection.</p>\n<p>Snowflake has had one of the quickest ramps in tech, on track to reach $1 billion in revenues just four years after recording under $100 million in revenues. An impressive long-term potential faces headwinds from one of the highest valuations in all of tech, and that's weighed heavily on shares so far this year.</p>\n<p>While a path to $10 billion revenues and a high double-digit growth rate until FY25, and one of the best land-and-expand models supported by a high NRR are two visible and less visible reasons for Snowflake's addition to a long-term portfolio, any cracks in growth or sentiment could easily dent multiples, especially at these levels. For this instance and high valuation, Snowflake is similarly rated at 'neutral', although any reversals towards May's $200-220 range would be a prime spot to add or enter at a 50-60x forward sales multiple.</p>\n<p>And while rich multiples and rich valuations aren't the end of the world, especially in tech, these companies have struggled to keep up with peers and the market in terms of shareholder returns. CrowdStrike heads into earnings at over 47x FY22 sales, one of its highest multiples, and returning 33% YTD, Bill.com (BILL) exits its earnings week at 55x FY22 sales, but has returned a stellar 108% YTD so far.</p>\n<p>By comparison, Snowflake and Palantir have returned just 5% and 9% YTD, substantially underperforming the S&amp;P 500 (SPY) and NASDAQ's (QQQ) 20%. It's likely going to take time for these companies to rise into such rich multiples as growth pans out, and underperformance relative to markets could be common over some periods of time in the near term; however, for a ten or twenty-year viewpoint, the future looks very bright. These two companies have generated high interest from long-term growth, and remain poised to benefit off of the secular trends in the rise of data.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Vs. Snowflake: Which Is The Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Vs. Snowflake: Which Is The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4452909-palantir-snowflake-stocks-which-is-the-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nData is the future, and the amount of data created each day is expected to increase tremendously, driving strong growth in data-minded industries.\nPalantir and Snowflake are two behemoths in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4452909-palantir-snowflake-stocks-which-is-the-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4452909-palantir-snowflake-stocks-which-is-the-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1167000656","content_text":"Summary\n\nData is the future, and the amount of data created each day is expected to increase tremendously, driving strong growth in data-minded industries.\nPalantir and Snowflake are two behemoths in the world of data, valued at $50 billion and $88 billion respectively.\nPalantir is in a unique position, benefiting off both commercial and government streams, and has a solid 30% long-term annual growth target.\nSnowflake is one of the fastest growing names in tech, and continues to excel in most metrics, and has a long-term growth target of $10 billion in FY29.\nAt the moment, both are rated at 'neutral' for some near-term risks, although a ten or twenty-year time horizon looks quite promising.\n\nData is the future. And if that's the case, companies specializing in the realm of data, be it storage, creation, analytics, processing, or more, are going to be in that list of top picks for the future.Data never sleeps. Domo (DOMO), a cloud software company embedded and partnered with some of tech's largest names, estimated back in 2018 that the world would create about 1.7MB per data per person in 2020 - while this may seem small at first, it's over one quadrillion MB daily.\nMillions of photos and pieces of content are uploaded each minute, millions of messages are sent, millions of dollars are spent online, and more. Data is growing exponentially - hundreds of millions of more internet users are added each year, billions of connected devices are expected to be added, and cloud infrastructure and data storage capabilities could grow fivefold over the next few years.\nPopularity in the tech sector, particularly in burgeoning segments like cybersecurity, cloud software, and data applications, is high, and for good reason - companies nestled in the cloud are finding tremendous growth, and SaaS-based companies' stocks are garnering higher multiples and rising sharply over the past three months. That's especially the case in cybersecurity, another of the top long-term growth stories pushed forward by the scale of recent attacks; hyper-growth leaders CrowdStrike (CRWD) and Zscaler (ZS) both command nearly 60x TTM EV/revenue multiples, though CrowdStrike boasts a higher growth rate.\nIn the data and cloud realm, companies like Datadog (DDOG) earn a similar multiple, while Cloudflare (NET) trades at 70x TTM revenue. Palantir (PLTR) and Snowflake (SNOW), two of the behemoths in the data realm, command premium valuations just like the rest of tech's hottest names - they're worth 30x TTM revenues and 80x, respectively.\nBridging the gap between on-prem and SaaS in data-focused enterprises are Palantir and Snowflake. Palantir operates much farther along on the SaaS spectrum thanks toApollopowering Foundry's public-facing cloud SaaS infrastructure, which marks a big shift from the decade ago where Gotham was primarily operated on-prem with manual configuration, upgrades, and maintenance. Snowflake sits opposite, generating over 90% of its revenue on a consumption basis, choosing to opt away from SaaS model for its sales.\nThat model, and the data cloudplatformbehind it, which offers automated data engineering, analytics and science, lakes, warehouses, sharing, and other applications - it's the epitome of 'if it ain't broke, don't fix it'. Growth is stellar, and so are the metrics and drivers of such growth. Both of these behemoths have bright long-term growth prospects, and a booming industry that'll serve to aid such prospects - in terms of an investor, which is a better buy?\nUnrivaled Growth? By The Numbers\nHigh growth potential is typically rewarded by the market, and both of these two behemoths exhibit that - Palantir is targeting 30% long-term annual growth through 2025, while Snowflake is expected to grow at a 54% CAGR to about $4 billion in revenue by 2025. It's easy to see why investors get so excited about these two names - uniquely positioned in a growing industry with strong individual growth.\nPalantir Snapshot\nPalantir is unique in its own way, with the company having very few direct competitors to its deep data analytics business, and Gotham holds a deeper moat within the government contracting realm. Apollo's SaaS model powering both Foundry in government and commercial applications and Gotham serves as a great customer acquirer and driver of such growth.\nLong-term growth at 30% is great - but higher growth is even better. At the moment, Palantir is expected to grow about 37% y/y to reach $1.5 billion in revenues; however, it marked a second consecutive quarter of 49% growth y/y. Commercial revenue growth rate accelerated from 72% last quarter to 90%, adding 20 net new customers and seeing 32% q/q growth in commercial customers.\nGraphic fromPalantir\nGovernment revenues continued a strong trajectory - up 66% y/y, alongside new contracts with the Army, Coast Guard, Air Force, one of which is a $100 million contract with SOCOM. Other new deals included the FAA, CDC, and HHS. Consistently signing new contracts, whether large or small, attests to the government's trust of and belief in the value proposition and benefits provided by Gotham and Foundry.\nOther metrics came in strong - average revenue per its top 20 customers rose by almost 10% to $39 million, continuing its +$3 million q/q trajectory, average revenue per customer rose 19% to $7.9 million, total booked contract value rose to $925 million, up 175% y/y, and 21 new deals of at least $10 million were booked. Strong adjusted free cash flow in the first half at $201 million allowed Palantir to double cash flow guidance for the year to $300+ million. Operating margin above 30% and gross margin above 75% for the third consecutive quarter are also positives; these are all signs of a healthy and growing business executing well.\nBased on the current quarterly trajectory, Palantir could be set to reach nearly $1.53 billion in revenues for the fiscal year - this assumes a 3% beat of Q3's $385 million revenue outlook, and a ~5% q/q growth to $416 million for Q4. Strong execution, a deep order book, and rising average revenues per customer all align to support this projection, and Palantir could be set to beat these expectations by a small margin. However, the numbers don't necessarily show all the underlying strengths of Palantir's business.\nApollo is like the bread and butter of Palantir's growth - the company itself considers it as a third platform, given how crucial it is. Apollo has not only built a SaaS model for Palantir, but has allowed it to go where most other SaaS hasn't - running not just in the public cloud, but in private, classified and purpose-built government clouds. It acts as a layer between Palantir's applications and existing infrastructure. And it's just as coveted by customers - in the past two years, every new commercial customer has opted for Apollo, while nearly all of the new government customers use it for unclassified applications.\nGraphic fromPalantir\nPalantir has also made quite a foray into SPACs, which have beencooling offas of late (view the list below). Many of the companies that Palantir has invested in are potential disruptors, and the company has committed $290 million and already purchased 9 million shares for $53 million (the committed represents the $250 million minus the $20 million for Celularity(NASDAQ:CELU)in the first table, plus the $60 million in the second).\nSo Palantir will have about 40 million shares across nearly a dozen SPACs - a great bonus should those stocks perform well - but also a solid return on investment through contractual agreements. From these, Palantir is expecting to receive maximum revenues of $428 million from the first $250 million commitments (~71%), and $162 million on the other $93 million (~74%). These revenue streams will be recognized in the future, as contracts range from three to six to ten years.\nGraphic fromPalantir\nGrowth potential and tapping into unique opportunities within SPACs, even with downside risks to share purchases as companies slump below their SPAC's $10 prices, are visible - what's also visible ishigh levels of SBCand dilutive potential. Share count has increased about 8% since December 2020, reaching 1.935 billion Class A and Class B shares outstanding. In addition, Palantir has 417.6 million options (213.4 million of which are vested and exercisable) and 166.7 million unvested and outstanding RSUs.\nThis represents about 30% of the total outstanding shares, so the dilutive effect can be quite large. However, Palantir does have a net cash balance above $2 billion and positive cash flow, so it's unlikely that it'll tap into its 20 billion authorized shares for capital, but it's just as unlikely that it'll initiate share buybacks for a few years until these vest and dilute, and cash flows and revenues are much stronger.\nSnowflake Snapshot\nSnowflake's debut on the market marked the largest-ever IPO by a software company, after raising its IPO price from an original $75-85 range up to a final pricing of $120 - shares more than doubled on the debut, reaching over $300 per share before closing slightly under $254. Salesforce.com (CRM) and Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B)both bought $250 million in private placement during the IPO as the market swooned for the company. Snowflake is among the largest companies to go public, valued at about $70 billion on its first close and nearly $90 billion now, but it does have the rapid growth and ability to grow into its valuation.\nWhile Snowflake opted away from setting a target growth rate, it did set a targeted revenue amount - it aims to reach $10 billion in product revenue by FY29, or calendar 2028. From FY21's $554 million, that's a 44% CAGR, a very impressive growth rate given the long frame, and much stronger than Palantir's - for comparison, Palantir's 30% targeted growth would imply revenues at $9.5-10 billion by calendar 2028, while if it had a 44% CAGR that value would be doubled, to nearly $20 billion.\nQ2's numbers looked good from a growth standpoint - and it's not just on the surface either. Product revenues continued a stellar growth trajectory, up 103% y/y, putting fiscal 22's first half total to just $85 million below fiscal 21's full year total. That's about one month's revenues, so in just 7 months this year, Snowflake has already matched last year's revenues. Quite impressive growth.\nGraphic fromSnowflake\nDriving such growth is a massive growth in high-value customers, those doing more than $1 million. That customer cohort is up 107% y/y, likely driven by both a 60% y/y increase in customers to nearly 5,000 and a 34% y/y increase in Fortune 500 customers to 212 - 18 of those were added just this past quarter. The bigger the customer, the higher the likelihood that customer will spend more with Snowflake, and showing this ability to grow large-scale customers bodes well for growth.\nIn addition, over $1.5 billion in RPO for the fiscal year, up 122% y/y (lower than the previous >200% growth rates for the past three quarters) and $100 million q/q, support more revenue acceleration though point to a bit of a slowdown in overall growth rate. Snowflake is unlikely to be able to grow at a triple-digit rate, settling more for the 90-95% y/y range for the current fiscal year.\nAnd while a growth slowdown may sound daunting, the numbers deep down aren't showing that. At all. Especially as Snowflake continues to grow at scale and at >50-70% y/y rates for the next two to three fiscal years. Seen below, looking at Snowflake's sequential growth rates could suggest a bit of a slowdown, dropping from over 20% to just over 19% - quite small, but still lower.\nBut, looking at the sequential dollar change in revenues, they're continuing in a $6-million-more-than-the-last-quarter series: $23m, $29m, $35m, nearly $41m. Just looking at the percentages can be fooling - when this sequential series starts to slow and end is when the real growth worries will start to emerge. For now, underlying metrics aren't pointing to that.\nData from Snowflake\nSnowflake's rapid growth has allowed it to witness great economies of scale, and that's evident within its performance metrics. Net revenue retention has hovered near 168-169% for the past three quarters, showing a tremendous ability to execute a land-and-expand model, grow revenues from within its existing customer base and generate larger renewals. Gross margins have continued to expand, with GAAP gross margin up 500 bp since FY20 and non-GAAP up 1000 bp; Snowflake has witnessed significant improvements in operating leverage from this high revenue growth.\nCosts have fallen significantly as a percentage of revenues, allowing GAAP gross profit to grow at a faster rate q/q than revenues, 340 bp higher at 22.5% for Q2. Because of larger customer deals and more renewals aiding operating leverage, Snowflake is expecting non-GAAP operating loss of just 9% for the fiscal year, compared to 38% in FY21 and 105% in FY20, while adjusted free cash flow is expected to be positive at 7% of revenues.\nGraphic from Snowflake\nSnowflake is a growth machine, and that growth is integral for its shares - valued at close to 80x this fiscal year's revenues, Snowflake can't afford to show any slowdowns in growth, and it hasn't yet. It has all the metrics in place to support such growth, and ambitions to reach $10 billion in product revenue by FY29, setting itself up for an impressive runway. It's got a war chest of cash to the tune of $4.1 billion in cash and short-term investments that it can use to fuel its growth.\nWhich is the Better Buy?\nFrom a long-term perspective, both companies exceed the bar when it comes to long-term growth potential, with Palantir targeting 30% annual growth to FY25 and possibly beyond, and Snowflake targeting $10 billion in revenues by FY29, or a 44% CAGR. The growth of data and data-minded applications provides large tailwinds to support such growth over the next few years to the next decade and beyond.\nYet these companies both command massive valuations, and see high investor interest. Palantir, at nearly $50 billion, and just over $1.5 billion in sales, and Snowflake, at nearly $90 billion and on a fast-track to beat $1 billion in sales this year. Richly valued, but valued for that growth and long-term promise.\nPalantir sits in a unique position, finding both commercial and government revenues to be growing at a solid clip, on top of operating metrics and interesting investments in SPACs. A pretty straightforward path to its long-term growth and customer acquisition benefits stemming from Apollo's unrivaled SaaS are two visible and less visible reasons that Palantir deserves a place in a long-term account, yet the company needs to be able to prove that it can overcome some excessive SBC and dilution in order to reward shareholders for buying in, as it continues to underperform the market.\nPalantir's evidence supporting a strong buy doesn't yet outweigh the SBC risks, and hence it earns a 'neutral' rating. Any dips back to $40 billion, or the $21-22 range, would be a tempting level to enter or add, and the next earnings report will provide a new picture on how growth is evolving for the current fiscal year's high-30% projection.\nSnowflake has had one of the quickest ramps in tech, on track to reach $1 billion in revenues just four years after recording under $100 million in revenues. An impressive long-term potential faces headwinds from one of the highest valuations in all of tech, and that's weighed heavily on shares so far this year.\nWhile a path to $10 billion revenues and a high double-digit growth rate until FY25, and one of the best land-and-expand models supported by a high NRR are two visible and less visible reasons for Snowflake's addition to a long-term portfolio, any cracks in growth or sentiment could easily dent multiples, especially at these levels. For this instance and high valuation, Snowflake is similarly rated at 'neutral', although any reversals towards May's $200-220 range would be a prime spot to add or enter at a 50-60x forward sales multiple.\nAnd while rich multiples and rich valuations aren't the end of the world, especially in tech, these companies have struggled to keep up with peers and the market in terms of shareholder returns. CrowdStrike heads into earnings at over 47x FY22 sales, one of its highest multiples, and returning 33% YTD, Bill.com (BILL) exits its earnings week at 55x FY22 sales, but has returned a stellar 108% YTD so far.\nBy comparison, Snowflake and Palantir have returned just 5% and 9% YTD, substantially underperforming the S&P 500 (SPY) and NASDAQ's (QQQ) 20%. It's likely going to take time for these companies to rise into such rich multiples as growth pans out, and underperformance relative to markets could be common over some periods of time in the near term; however, for a ten or twenty-year viewpoint, the future looks very bright. These two companies have generated high interest from long-term growth, and remain poised to benefit off of the secular trends in the rise of data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890138121,"gmtCreate":1628086275063,"gmtModify":1703500990165,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890138121","repostId":"2156060681","repostType":4,"repost":{"id":"2156060681","pubTimestamp":1628085780,"share":"https://www.laohu8.com/m/news/2156060681?lang=&edition=full","pubTime":"2021-08-04 22:03","market":"us","language":"en","title":"Tech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2156060681","media":"Motley Fool","summary":"The chip shortage is creating new opportunities and risks for investors.","content":"<blockquote>\n The chip shortage is creating new opportunities and risks for investors.\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>The global chip shortage has the potential to last through 2023.</li>\n <li>Investors should dig deeper into the semiconductor sector to understand those challenges.</li>\n <li>Investors should recognize the near-term headwinds for companies relying on a steady supply of new chips.</li>\n</ul>\n<p>The global chip shortage started in 2018 and 2019 as escalating trade conflicts disrupted semiconductor supply chains, then worsened in 2020 as the pandemic exacerbated those disruptions. Many top chipmakers and analysts expect the ongoing crisis to last through 2023.</p>\n<p>That shortage is generating tailwinds and headwinds for certain companies, but it can be tough for investors to tune out the noise and separate the winners from the losers. Let's examine five main aspects of the chip shortage -- and how they could affect certain sectors and stocks.</p>\n<h3>1. Understand the secular tailwinds</h3>\n<p>Even if the trade war and pandemic didn't happen, the market's demand for chips would still be elevated today. <a href=\"https://laohu8.com/S/NGD\">New</a> 5G devices, gaming consoles, connected and driverless cars, and Internet of Things (IoT) gadgets all require increasing numbers of more advanced chips. Data centers are also upgrading their servers to deal with the surging usage of cloud, machine learning, and artificial intelligence (AI) services.</p>\n<p>However, the pandemic also accelerated sales of stay-at-home consumer electronics such as PCs and gaming consoles, while disrupting the available supply of chips. Those unexpected twists made it even tougher for chipmakers to keep up with the market's insatiable appetite for new chips.</p>\n<h3>2. Understand the geopolitical tensions</h3>\n<p>The tech war between the U.S. and China is causing headaches for many chipmakers. For example, <b><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> Company</b> (NYSE:TSM), the world's top contract chipmaker, was forced to stop accepting orders from <b>Huawei</b> after the U.S. blacklisted the Chinese tech giant. U.S. chipmakers like <b><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a></b> and <b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></b> were also forced to cut ties with Huawei.</p>\n<p>That decoupling caused China to aggressively subsidize its domestic chipmakers, while its regulators threatened to delay big deals -- such as <b>Nvidia</b>'s (NASDAQ:NVDA) planned purchase of Arm -- that benefit <a href=\"https://laohu8.com/S/AFG\">American</a> chipmakers. Meanwhile, the U.S. has granted subsidies to TSMC to build new plants in Arizona, and will likely subsidize <b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b>'s (NASDAQ:INTC) plans to expand its domestic foundries.</p>\n<h3>3. Understand the different types of chipmakers</h3>\n<p>Investors shouldn't touch any chip stocks until they understand the differences between integrated device manufacturers (IDMs), fabless chipmakers, chip designers, and third-party foundries.</p>\n<p>IDMs design, manufacture, and sell their own chips. Intel, Skyworks, and <b><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a></b>&nbsp;are all IDMs -- but Intel manufactures smaller and more complex chips than those other two chipmakers.</p>\n<p>Fabless chipmakers design their own chips but outsource the production to third-party foundries. These chipmakers -- which include Nvidia, <b><a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Micro Devices</b>, and <b><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></b> -- adopt this model because it's become too expensive to mass produce advanced chips on their own.</p>\n<p>Chip designers license their designs to other chipmakers instead of manufacturing any chips. The industry's most important chip designer is arguably Arm Holdings, which provides designs for most of the world's mobile chips. That's why Nvidia's planned takeover of Arm is so controversial.</p>\n<p>Lastly, third-party foundries do the heavy lifting for fabless chipmakers. TSMC and <b>Samsung</b>are the world's two most advanced contract chipmakers -- but Intel is trying to catch up with aggressive investments in its third-party foundry services. These leading foundries represent bottlenecks in the semiconductor market, and the chip shortage won't be resolved until they expand their capacity.</p>\n<p><img src=\"https://static.tigerbbs.com/36e7c524b510f3ddf875d48fa2f3ac29\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>4. Evaluate the revenue growth vs. the rising costs</h3>\n<p>The global chip shortage seems to make TSMC a great investment since it's a linchpin of the market, but investors should realize it needs to significantly boost its capex to expand its capacity while maintaining its lead in the \"process race\" of creating smaller and more advanced chips.</p>\n<p>TSMC plans to boost its capex from $17.2 billion in 2020 to approximately $30 billion this year, then collectively spend roughly $100 billion on its expansion over the next three years. Investors should weigh those rising costs against its projected revenue growth to see if the stock is worth buying. They should also view Intel and Samsung (which isn't available on U.S. exchanges) through the same lens.</p>\n<p>Investors should also see where all that spending is going. One of those top beneficiaries is<b> ASML Holding</b> (NASDAQ:ASML), the Dutch semiconductor equipment maker that has monopolized the entire market for high-end EUV (extreme ultraviolet) systems -- which TSMC, Samsung, and Intel all need to manufacture their smallest and most advanced chips.</p>\n<p>Therefore, it might make more sense to invest in ASML, another linchpin of the global semiconductor market, instead of other chipmakers as a long-term play on the ongoing chip shortage.</p>\n<h3>5. Understand which companies are affected the most</h3>\n<p>In addition to treading carefully with chipmakers and equipment makers during the shortage, investors should understand how the current bottlenecks could affect consumer-facing companies like<b> <a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> (NASDAQ:AAPL), <b><a href=\"https://laohu8.com/S/SONY\">Sony</a></b> , and <b>Nintendo</b>. Apple expects the chip shortage to impact its iPhone shipments this year, while <a href=\"https://laohu8.com/S/SONY\">Sony</a> and Nintendo expect those headwinds to throttle their shipments of PS5 and Switch consoles, respectively. The shortage is also disrupting the production of new vehicles.</p>\n<p>Most of these companies should recover since there's plenty of pent-up demand for their products, but investors shouldn't ignore the near-term headwinds. Investors who want to profit from the shortage over the next two years should dive deeper into the semiconductor sector instead.</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>Tech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors</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\">\nTech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 22:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/04/tech-companies-facing-global-chip-shortage-5-tips/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chip shortage is creating new opportunities and risks for investors.\n\nKey Points\n\nThe global chip shortage has the potential to last through 2023.\nInvestors should dig deeper into the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/04/tech-companies-facing-global-chip-shortage-5-tips/\">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","SWKS":"思佳讯","QCOM":"高通","SONY":"索尼","SSNLF":"三星电子","TSM":"台积电","INTC":"英特尔","AMD":"美国超微公司","TXN":"德州仪器","MU":"美光科技","NVDA":"英伟达","ASML":"阿斯麦"},"source_url":"https://www.fool.com/investing/2021/08/04/tech-companies-facing-global-chip-shortage-5-tips/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156060681","content_text":"The chip shortage is creating new opportunities and risks for investors.\n\nKey Points\n\nThe global chip shortage has the potential to last through 2023.\nInvestors should dig deeper into the semiconductor sector to understand those challenges.\nInvestors should recognize the near-term headwinds for companies relying on a steady supply of new chips.\n\nThe global chip shortage started in 2018 and 2019 as escalating trade conflicts disrupted semiconductor supply chains, then worsened in 2020 as the pandemic exacerbated those disruptions. Many top chipmakers and analysts expect the ongoing crisis to last through 2023.\nThat shortage is generating tailwinds and headwinds for certain companies, but it can be tough for investors to tune out the noise and separate the winners from the losers. Let's examine five main aspects of the chip shortage -- and how they could affect certain sectors and stocks.\n1. Understand the secular tailwinds\nEven if the trade war and pandemic didn't happen, the market's demand for chips would still be elevated today. New 5G devices, gaming consoles, connected and driverless cars, and Internet of Things (IoT) gadgets all require increasing numbers of more advanced chips. Data centers are also upgrading their servers to deal with the surging usage of cloud, machine learning, and artificial intelligence (AI) services.\nHowever, the pandemic also accelerated sales of stay-at-home consumer electronics such as PCs and gaming consoles, while disrupting the available supply of chips. Those unexpected twists made it even tougher for chipmakers to keep up with the market's insatiable appetite for new chips.\n2. Understand the geopolitical tensions\nThe tech war between the U.S. and China is causing headaches for many chipmakers. For example, Taiwan Semiconductor Manufacturing Company (NYSE:TSM), the world's top contract chipmaker, was forced to stop accepting orders from Huawei after the U.S. blacklisted the Chinese tech giant. U.S. chipmakers like Skyworks Solutions and Micron Technology were also forced to cut ties with Huawei.\nThat decoupling caused China to aggressively subsidize its domestic chipmakers, while its regulators threatened to delay big deals -- such as Nvidia's (NASDAQ:NVDA) planned purchase of Arm -- that benefit American chipmakers. Meanwhile, the U.S. has granted subsidies to TSMC to build new plants in Arizona, and will likely subsidize Intel's (NASDAQ:INTC) plans to expand its domestic foundries.\n3. Understand the different types of chipmakers\nInvestors shouldn't touch any chip stocks until they understand the differences between integrated device manufacturers (IDMs), fabless chipmakers, chip designers, and third-party foundries.\nIDMs design, manufacture, and sell their own chips. Intel, Skyworks, and Texas Instruments are all IDMs -- but Intel manufactures smaller and more complex chips than those other two chipmakers.\nFabless chipmakers design their own chips but outsource the production to third-party foundries. These chipmakers -- which include Nvidia, Advanced Micro Devices, and Qualcomm -- adopt this model because it's become too expensive to mass produce advanced chips on their own.\nChip designers license their designs to other chipmakers instead of manufacturing any chips. The industry's most important chip designer is arguably Arm Holdings, which provides designs for most of the world's mobile chips. That's why Nvidia's planned takeover of Arm is so controversial.\nLastly, third-party foundries do the heavy lifting for fabless chipmakers. TSMC and Samsungare the world's two most advanced contract chipmakers -- but Intel is trying to catch up with aggressive investments in its third-party foundry services. These leading foundries represent bottlenecks in the semiconductor market, and the chip shortage won't be resolved until they expand their capacity.\n\nImage source: Getty Images.\n4. Evaluate the revenue growth vs. the rising costs\nThe global chip shortage seems to make TSMC a great investment since it's a linchpin of the market, but investors should realize it needs to significantly boost its capex to expand its capacity while maintaining its lead in the \"process race\" of creating smaller and more advanced chips.\nTSMC plans to boost its capex from $17.2 billion in 2020 to approximately $30 billion this year, then collectively spend roughly $100 billion on its expansion over the next three years. Investors should weigh those rising costs against its projected revenue growth to see if the stock is worth buying. They should also view Intel and Samsung (which isn't available on U.S. exchanges) through the same lens.\nInvestors should also see where all that spending is going. One of those top beneficiaries is ASML Holding (NASDAQ:ASML), the Dutch semiconductor equipment maker that has monopolized the entire market for high-end EUV (extreme ultraviolet) systems -- which TSMC, Samsung, and Intel all need to manufacture their smallest and most advanced chips.\nTherefore, it might make more sense to invest in ASML, another linchpin of the global semiconductor market, instead of other chipmakers as a long-term play on the ongoing chip shortage.\n5. Understand which companies are affected the most\nIn addition to treading carefully with chipmakers and equipment makers during the shortage, investors should understand how the current bottlenecks could affect consumer-facing companies like Apple (NASDAQ:AAPL), Sony , and Nintendo. Apple expects the chip shortage to impact its iPhone shipments this year, while Sony and Nintendo expect those headwinds to throttle their shipments of PS5 and Switch consoles, respectively. The shortage is also disrupting the production of new vehicles.\nMost of these companies should recover since there's plenty of pent-up demand for their products, but investors shouldn't ignore the near-term headwinds. Investors who want to profit from the shortage over the next two years should dive deeper into the semiconductor sector instead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804915702,"gmtCreate":1627915839206,"gmtModify":1703497873790,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good to hear that","listText":"Good to hear that","text":"Good to hear that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804915702","repostId":"1155818598","repostType":4,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808661165,"gmtCreate":1627574359757,"gmtModify":1703492754704,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow Great ?Great&nbsp;","listText":"Wow Great ?Great&nbsp;","text":"Wow Great ?Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808661165","repostId":"1165497040","repostType":4,"repost":{"id":"1165497040","pubTimestamp":1627542522,"share":"https://www.laohu8.com/m/news/1165497040?lang=&edition=full","pubTime":"2021-07-29 15:08","market":"us","language":"en","title":"Amazon Reports Earnings Thursday. Expect a Blowout.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165497040","media":"Barrons","summary":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.Another is that Amazon’s competitors have already reported solid numbers.Shopify, arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its","content":"<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.</p>\n<p>For the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.</p>\n<p>There are several reasons why the Street numbers might be too low.</p>\n<p>For one, Amazon (ticker: AMZN)&nbsp;has beat expectations&nbsp;in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.</p>\n<p>Another is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from&nbsp;Alphabet,Snap&nbsp;and&nbsp;Twitter&nbsp;suggest Amazon will post accelerating growth in its underappreciated advertising business. And the&nbsp;strength in the cloud business at Microsoft&nbsp;bodes well for Amazon Web Services.</p>\n<p>Street estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.</p>\n<p>Plus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over&nbsp;its proposed acquisition of the film studio MGM.Amazon has requested&nbsp;that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.</p>\n<p></p>\n<p>Investors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.</p>\n<p>In a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and&nbsp;Facebook&nbsp;shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s&nbsp;Prime Day&nbsp;sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.</p>\n<p>Evercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.</p>\n<p>Monness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.</p>\n<p>On Wednesday, Amazon shares were up 0.1%, to $3,630.32.</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>Amazon Reports Earnings Thursday. Expect a Blowout.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Reports Earnings Thursday. Expect a Blowout.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 15:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165497040","content_text":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.\nThere are several reasons why the Street numbers might be too low.\nFor one, Amazon (ticker: AMZN) has beat expectations in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.\nAnother is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its underappreciated advertising business. And the strength in the cloud business at Microsoft bodes well for Amazon Web Services.\nStreet estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.\nPlus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over its proposed acquisition of the film studio MGM.Amazon has requested that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.\n\nInvestors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.\nIn a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and Facebook shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s Prime Day sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.\nEvercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.\nMonness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.\nOn Wednesday, Amazon shares were up 0.1%, to $3,630.32.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124784327,"gmtCreate":1624793226669,"gmtModify":1703845221052,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124784327","repostId":"1121141266","repostType":4,"repost":{"id":"1121141266","pubTimestamp":1624760169,"share":"https://www.laohu8.com/m/news/1121141266?lang=&edition=full","pubTime":"2021-06-27 10:16","market":"us","language":"en","title":"Tesla ‘Recall’ in China to Impact Nearly 300,000 Vehicles. What to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121141266","media":"Barrons","summary":"Tesla will have to “recall” nearly 300,000 vehicles made in China or imported there due to a problem with an assisted driving function, China’s State Administration for Market Regulation said late on Friday.Tesla  apologized on Weibo, a Chinese social media site. “We apologize for the inconvenience caused by this recall to all car owners,” the company said, according toThe Wall Street Journal. “Tesla will continue to improve safety in strict accordance with national requirements.”The notice from","content":"<p>Tesla&nbsp;will have to “recall” nearly 300,000 vehicles made in China or imported there due to a problem with an assisted driving function, China’s State Administration for Market Regulation said late on Friday.</p>\n<p>Tesla (ticker: TSLA) apologized on Weibo, a Chinese social media site. “We apologize for the inconvenience caused by this recall to all car owners,” the company said, according toThe Wall Street Journal. “Tesla will continue to improve safety in strict accordance with national requirements.”</p>\n<p>The notice from the Chinese regulator said that the cruise control system could be activated by accident, which could cause a collision, according to newswire service&nbsp;AFP. Tesla will be able to update the software for impacted customers remotely, so they will not have to return their cars, the report said. The regulator did not immediately answer a question from<i>Barron’s</i>on whether the issue had already led to collisions in China.</p>\n<p>China is a key market for Tesla, which sells about 30% of its vehicles there. Sales in China have been spotty lately, with a decline in April followed by&nbsp;more promising May numbers. Tesla has been making vehicles at a Shanghai plant since 2019.</p>\n<p>Lately, there have been complaints from some Chinese customers about Tesla’s quality and service, with&nbsp;a protest at the Shanghai Auto Show in April. Tesla apologized to customers in April for how it dealt with customer complaints.</p>\n<p>The issues are part of&nbsp;a larger public relations problem&nbsp;that may be weighing on Tesla stock, which is down 5% this year after rising eight-fold in 2020. That said, the stock was&nbsp;on an upswing over the past week, perhaps related to optimism about end-of-quarter vehicle deliveries. Tesla has not announced the date of its second-quarter earnings report yet.</p>\n<p>It’s not clear if the issue in China could also impact vehicles in the U.S. Tesla did not immediately respond to a request for comment on Saturday morning.</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>Tesla ‘Recall’ in China to Impact Nearly 300,000 Vehicles. What to Know.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla ‘Recall’ in China to Impact Nearly 300,000 Vehicles. What to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-recall-china-51624718932?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla will have to “recall” nearly 300,000 vehicles made in China or imported there due to a problem with an assisted driving function, China’s State Administration for Market Regulation said late on ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-recall-china-51624718932?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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-recall-china-51624718932?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121141266","content_text":"Tesla will have to “recall” nearly 300,000 vehicles made in China or imported there due to a problem with an assisted driving function, China’s State Administration for Market Regulation said late on Friday.\nTesla (ticker: TSLA) apologized on Weibo, a Chinese social media site. “We apologize for the inconvenience caused by this recall to all car owners,” the company said, according toThe Wall Street Journal. “Tesla will continue to improve safety in strict accordance with national requirements.”\nThe notice from the Chinese regulator said that the cruise control system could be activated by accident, which could cause a collision, according to newswire service AFP. Tesla will be able to update the software for impacted customers remotely, so they will not have to return their cars, the report said. The regulator did not immediately answer a question fromBarron’son whether the issue had already led to collisions in China.\nChina is a key market for Tesla, which sells about 30% of its vehicles there. Sales in China have been spotty lately, with a decline in April followed by more promising May numbers. Tesla has been making vehicles at a Shanghai plant since 2019.\nLately, there have been complaints from some Chinese customers about Tesla’s quality and service, with a protest at the Shanghai Auto Show in April. Tesla apologized to customers in April for how it dealt with customer complaints.\nThe issues are part of a larger public relations problem that may be weighing on Tesla stock, which is down 5% this year after rising eight-fold in 2020. That said, the stock was on an upswing over the past week, perhaps related to optimism about end-of-quarter vehicle deliveries. Tesla has not announced the date of its second-quarter earnings report yet.\nIt’s not clear if the issue in China could also impact vehicles in the U.S. Tesla did not immediately respond to a request for comment on Saturday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831148992,"gmtCreate":1629296640116,"gmtModify":1676529996056,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for update&nbsp;","listText":"Thanks for update&nbsp;","text":"Thanks for update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/831148992","repostId":"1144088215","repostType":4,"repost":{"id":"1144088215","pubTimestamp":1629295773,"share":"https://www.laohu8.com/m/news/1144088215?lang=&edition=full","pubTime":"2021-08-18 22:09","market":"us","language":"en","title":"A Correction Is Due And It Could Be Deep","url":"https://stock-news.laohu8.com/highlight/detail?id=1144088215","media":"seekingalpha","summary":"Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term ch","content":"<p><b>Summary</b></p>\n<ul>\n <li>The stock market is historically overvalued.</li>\n <li>The stock market is overbought on long-term charts.</li>\n <li>Large caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much worse.</li>\n <li>The Fed, as always, will play a pivotal role in how deep of a decline we see, watch the taper closely.</li>\n <li>Raise cash quickly to the high end of your asset allocation policy.</li>\n</ul>\n<p>Any look at an investment should start by asking about what the risks are. For context, we often look at the broader S&amp;P 500 (SPY) which represents most of the market capitalization in the U.S.</p>\n<p>Last year I warned that the stock market could become very overvalued. I urged caution in picking out stocks and ETFs. I also recommended Tesla (TSLA), Bitcoin (BTC-USD), the Invesco Clean Energy ETF (PBW) and the ARK Innovation ETF (ARKK), so I am no uber-bear.</p>\n<p>Today, the stock market is broadly overvalued, including both the Meme stocks and the Zombie stocks. Investor ideas on TINA - there's no alternative, FOMO - fear of missing out, and \"buy the dips\" has worked for over a year on the back of Fed stimulus.</p>\n<p>Now that stimulus is poised to start being reduced we can look back at history. We have been to this game before. Expect a choppy stock market to emerge imminently, if it hasn't already.</p>\n<p><b>S&amp;P 500 Valuation</b></p>\n<p>I have talked about excessive valuations in the stock market since around New Year’s. Here's about where we stand now.</p>\n<p><img src=\"https://static.tigerbbs.com/f383143c5f4b2cf897f5a32c3dffb282\" tg-width=\"909\" tg-height=\"660\" width=\"100%\" height=\"auto\"></p>\n<p>I pay special attention to Crestmont which I believe has an exceptional methodology. Here’s a combined look.</p>\n<p><img src=\"https://static.tigerbbs.com/aba63b9e6f3bb97de066c43c7580a7d0\" tg-width=\"909\" tg-height=\"660\" width=\"100%\" height=\"auto\"></p>\n<p>Clearly, valuations are partying like 1999. This includes the zombies that are on borrowed (literally) time. The questions are how long the party can last and which companies will crash the hardest?</p>\n<p>While I like the entire tech-driven innovation, clean energy, AI, IoT, automation and emerging space economy themes, most of the large-cap stocks are ahead of themselves. The valuations of the S&amp;P 500 reflect that.</p>\n<p>While I have a hard time believing a reversion to mean would drive stocks back to fair valuation by historical standards due to interest rates likely to stay lower for longer, the simple withdrawal of QE - quantitative easing could see stocks drop 20% to 30% across large-cap indexes. Certain Meme categories and Zombie stocks could be worse.</p>\n<p><b>The Technical View Of The S&amp;P 500</b></p>\n<p>This is a monthly (SPY) chart. What jumps out at you?</p>\n<p><img src=\"https://static.tigerbbs.com/45d1a060559c8a7991499236ab7ee5b8\" tg-width=\"1834\" tg-height=\"861\" width=\"100%\" height=\"auto\"></p>\n<p>How about now?</p>\n<p><img src=\"https://static.tigerbbs.com/5e7a38531178fc1ee1e321842c8c80ca\" tg-width=\"1834\" tg-height=\"861\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/570890645cf8cc7eed30a3affaea8241\" tg-width=\"1834\" tg-height=\"861\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>A correction is inevitable. You are playing with fire if you are chasing here.</p>\n<p>But, if you like it hot, there might be a bit more cigar to puff on before your lips get burned.</p>\n<p>Shooter’s daily chart shows that a correction hasn’t started yet, but there's very little room left on the upside. Again, tough to be a chaser here unless you're very adept at swing trading, especially moves measured in under a month.</p>\n<p>Shooter and I are both showing an S&amp;P 500 correction to between about 350 and as low as around 300. A lot will depend on the size and speed of the Fed taper.</p>\n<p><b>What About The Fed?</b></p>\n<p><img src=\"https://static.tigerbbs.com/6fa0280b46d20716904484e370a3d8e0\" tg-width=\"1168\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>There's no denying the correlation of Fed balance sheet expansion and its impact on the stock market. When the Fed flattened the balance sheet in 2014 the stock market went choppy for two years.</p>\n<p>That was followed by cheap oil which pushed stocks up. But then, the Fed started to shrink their balance sheet outright and we got the two massive bouts of volatility in 2018. By September 2019 the repo market was collapsing and QE was restarted which again pushed stocks up.</p>\n<p>Then COVID-19 hit causing one of the largest economic shocks in history. The Fed's response was massive bailouts that exceededthe economic damage. That explosive shock and awe response has carried the stock market since.</p>\n<p>The Fed has now moved from talking about tapering to talking about when to taper. The consensus is to start flattening the expansion soon. At the same time, we are at historic valuations and overbought on long-term charts. What could go wrong?</p>\n<p>Interestingly, for the first time in a long time, margin debt ebbed a bit.</p>\n<p>That little tick near the bottom of the red line could just be a blip. Or it could be a sign of alligator jaws starting to close. There have been signs of reduced liquidity in recent weeks as indicated by the firming dollar. If the dollar rises to around $96 as I think is likely later this year or early next year, then stocks have a major headwind.</p>\n<p><img src=\"https://static.tigerbbs.com/6aa7bfa757b16de395877355efd9d751\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>Investment Actions Now</b></p>\n<p>Very simply, raise cash levels to the conservative edge of your asset allocation plan. If you are retired and conservative by nature, raising cash to 50% by trimming your weakest positions most is a great idea.</p>\n<p>If you're more aggressive, then ramping up to a war chest of 20% cash makes a lot of sense by trimming your least attractive long-term holdings and weakest performers the past year. Often performance is a simple way to identify the weaklings in a portfolio, though clearly, it's not always that easy.</p>\n<p>In short, tighten up your asset allocation. Risk management first.</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>A Correction Is Due And It Could Be Deep</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\">\nA Correction Is Due And It Could Be Deep\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 22:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term charts.\nLarge caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144088215","content_text":"Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term charts.\nLarge caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much worse.\nThe Fed, as always, will play a pivotal role in how deep of a decline we see, watch the taper closely.\nRaise cash quickly to the high end of your asset allocation policy.\n\nAny look at an investment should start by asking about what the risks are. For context, we often look at the broader S&P 500 (SPY) which represents most of the market capitalization in the U.S.\nLast year I warned that the stock market could become very overvalued. I urged caution in picking out stocks and ETFs. I also recommended Tesla (TSLA), Bitcoin (BTC-USD), the Invesco Clean Energy ETF (PBW) and the ARK Innovation ETF (ARKK), so I am no uber-bear.\nToday, the stock market is broadly overvalued, including both the Meme stocks and the Zombie stocks. Investor ideas on TINA - there's no alternative, FOMO - fear of missing out, and \"buy the dips\" has worked for over a year on the back of Fed stimulus.\nNow that stimulus is poised to start being reduced we can look back at history. We have been to this game before. Expect a choppy stock market to emerge imminently, if it hasn't already.\nS&P 500 Valuation\nI have talked about excessive valuations in the stock market since around New Year’s. Here's about where we stand now.\n\nI pay special attention to Crestmont which I believe has an exceptional methodology. Here’s a combined look.\n\nClearly, valuations are partying like 1999. This includes the zombies that are on borrowed (literally) time. The questions are how long the party can last and which companies will crash the hardest?\nWhile I like the entire tech-driven innovation, clean energy, AI, IoT, automation and emerging space economy themes, most of the large-cap stocks are ahead of themselves. The valuations of the S&P 500 reflect that.\nWhile I have a hard time believing a reversion to mean would drive stocks back to fair valuation by historical standards due to interest rates likely to stay lower for longer, the simple withdrawal of QE - quantitative easing could see stocks drop 20% to 30% across large-cap indexes. Certain Meme categories and Zombie stocks could be worse.\nThe Technical View Of The S&P 500\nThis is a monthly (SPY) chart. What jumps out at you?\n\nHow about now?\n\nA correction is inevitable. You are playing with fire if you are chasing here.\nBut, if you like it hot, there might be a bit more cigar to puff on before your lips get burned.\nShooter’s daily chart shows that a correction hasn’t started yet, but there's very little room left on the upside. Again, tough to be a chaser here unless you're very adept at swing trading, especially moves measured in under a month.\nShooter and I are both showing an S&P 500 correction to between about 350 and as low as around 300. A lot will depend on the size and speed of the Fed taper.\nWhat About The Fed?\n\nThere's no denying the correlation of Fed balance sheet expansion and its impact on the stock market. When the Fed flattened the balance sheet in 2014 the stock market went choppy for two years.\nThat was followed by cheap oil which pushed stocks up. But then, the Fed started to shrink their balance sheet outright and we got the two massive bouts of volatility in 2018. By September 2019 the repo market was collapsing and QE was restarted which again pushed stocks up.\nThen COVID-19 hit causing one of the largest economic shocks in history. The Fed's response was massive bailouts that exceededthe economic damage. That explosive shock and awe response has carried the stock market since.\nThe Fed has now moved from talking about tapering to talking about when to taper. The consensus is to start flattening the expansion soon. At the same time, we are at historic valuations and overbought on long-term charts. What could go wrong?\nInterestingly, for the first time in a long time, margin debt ebbed a bit.\nThat little tick near the bottom of the red line could just be a blip. Or it could be a sign of alligator jaws starting to close. There have been signs of reduced liquidity in recent weeks as indicated by the firming dollar. If the dollar rises to around $96 as I think is likely later this year or early next year, then stocks have a major headwind.\n\nInvestment Actions Now\nVery simply, raise cash levels to the conservative edge of your asset allocation plan. If you are retired and conservative by nature, raising cash to 50% by trimming your weakest positions most is a great idea.\nIf you're more aggressive, then ramping up to a war chest of 20% cash makes a lot of sense by trimming your least attractive long-term holdings and weakest performers the past year. Often performance is a simple way to identify the weaklings in a portfolio, though clearly, it's not always that easy.\nIn short, tighten up your asset allocation. Risk management first.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833316431,"gmtCreate":1629205329723,"gmtModify":1676529964992,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow so high","listText":"Wow so high","text":"Wow so high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833316431","repostId":"1130466931","repostType":4,"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893158282,"gmtCreate":1628249336446,"gmtModify":1703503929908,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"This is bad . Hope market recovers soon","listText":"This is bad . Hope market recovers soon","text":"This is bad . Hope market recovers soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893158282","repostId":"2157469137","repostType":4,"repost":{"id":"2157469137","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":1628240079,"share":"https://www.laohu8.com/m/news/2157469137?lang=&edition=full","pubTime":"2021-08-06 16:54","market":"hk","language":"en","title":"Hong Kong shares slip as virus, regulatory concerns weigh","url":"https://stock-news.laohu8.com/highlight/detail?id=2157469137","media":"Reuters","summary":"Hang Seng index ends down 0.1%.\nChina Enterprises index HSCE falls 0.25%.\nProperty sector down 0.6%;","content":"<ul>\n <li>Hang Seng index ends down 0.1%.</li>\n <li>China Enterprises index HSCE falls 0.25%.</li>\n <li>Property sector down 0.6%; Evergrande slumps on downgrade.</li>\n</ul>\n<p>Aug 6 (Reuters) - Hong Kong's Hang Seng Index closed lower on Friday, hit by concerns over tightening government regulations and rising COVID-19 cases in China, even as southbound inflows from mainland investors offered support. ** At the close of trade, the Hang Seng index was down 25.29 points, or 0.1%, at 26,179.40, though it finished up 0.84% for the week. The Hang Seng China Enterprises index fell 0.25% to 9,273.55.</p>\n<p>The drop came as China on Friday reported its highest daily count for new coronavirus infections in its current outbreak. The rise in cases has fuelled concern about the outlook for China's uneven economic recovery.</p>\n<p>The sub-index of the Hang Seng tracking healthcare firms&nbsp;fell 2.26%, as WuXi Biologics (Cayman) Inc dropped 4.85%, making it the biggest loser on the Hang Seng.</p>\n<p>The financial sector edged 0.08% lower and the property sector dipped 0.6%.</p>\n<p>Shares of highly indebted property developer <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> slumped 4.59% after rating agency S&amp;P Global downgraded the credit ratings for Evergrande and some subsidiaries.</p>\n<p>China's main Shanghai Composite index closed down 0.24% at 3,458.23, while the blue-chip CSI300 index ended down 0.55%.</p>\n<p>Around the region, MSCI's Asia ex-Japan stock index&nbsp;was weaker by 0.21%, while Japan's Nikkei index&nbsp;closed up 0.33%.</p>\n<p>Trading was relatively thin, with about 1.56 billion Hang Seng index shares changing hands, roughly 72.5% of the market's 30-day moving average of 2.15 billion shares a day and down from 1.70 billion on Thursday.</p>\n<p>But mainland investors were net buyers on the day. Refinitiv data showed flows from mainland investors through the Southbound leg of the Bond Connect programme topped HK$7 billion ($900.21 million).</p>\n<p>($1 = 7.7760 Hong Kong dollars)</p>\n<p>(Reporting by the Shanghai Newsroom; Editing by Subhranshu Sahu)</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>Hong Kong shares slip as virus, regulatory concerns weigh</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\">\nHong Kong shares slip as virus, regulatory concerns weigh\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 16:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Hang Seng index ends down 0.1%.</li>\n <li>China Enterprises index HSCE falls 0.25%.</li>\n <li>Property sector down 0.6%; Evergrande slumps on downgrade.</li>\n</ul>\n<p>Aug 6 (Reuters) - Hong Kong's Hang Seng Index closed lower on Friday, hit by concerns over tightening government regulations and rising COVID-19 cases in China, even as southbound inflows from mainland investors offered support. ** At the close of trade, the Hang Seng index was down 25.29 points, or 0.1%, at 26,179.40, though it finished up 0.84% for the week. The Hang Seng China Enterprises index fell 0.25% to 9,273.55.</p>\n<p>The drop came as China on Friday reported its highest daily count for new coronavirus infections in its current outbreak. The rise in cases has fuelled concern about the outlook for China's uneven economic recovery.</p>\n<p>The sub-index of the Hang Seng tracking healthcare firms&nbsp;fell 2.26%, as WuXi Biologics (Cayman) Inc dropped 4.85%, making it the biggest loser on the Hang Seng.</p>\n<p>The financial sector edged 0.08% lower and the property sector dipped 0.6%.</p>\n<p>Shares of highly indebted property developer <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> slumped 4.59% after rating agency S&amp;P Global downgraded the credit ratings for Evergrande and some subsidiaries.</p>\n<p>China's main Shanghai Composite index closed down 0.24% at 3,458.23, while the blue-chip CSI300 index ended down 0.55%.</p>\n<p>Around the region, MSCI's Asia ex-Japan stock index&nbsp;was weaker by 0.21%, while Japan's Nikkei index&nbsp;closed up 0.33%.</p>\n<p>Trading was relatively thin, with about 1.56 billion Hang Seng index shares changing hands, roughly 72.5% of the market's 30-day moving average of 2.15 billion shares a day and down from 1.70 billion on Thursday.</p>\n<p>But mainland investors were net buyers on the day. Refinitiv data showed flows from mainland investors through the Southbound leg of the Bond Connect programme topped HK$7 billion ($900.21 million).</p>\n<p>($1 = 7.7760 Hong Kong dollars)</p>\n<p>(Reporting by the Shanghai Newsroom; Editing by Subhranshu Sahu)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157469137","content_text":"Hang Seng index ends down 0.1%.\nChina Enterprises index HSCE falls 0.25%.\nProperty sector down 0.6%; Evergrande slumps on downgrade.\n\nAug 6 (Reuters) - Hong Kong's Hang Seng Index closed lower on Friday, hit by concerns over tightening government regulations and rising COVID-19 cases in China, even as southbound inflows from mainland investors offered support. ** At the close of trade, the Hang Seng index was down 25.29 points, or 0.1%, at 26,179.40, though it finished up 0.84% for the week. The Hang Seng China Enterprises index fell 0.25% to 9,273.55.\nThe drop came as China on Friday reported its highest daily count for new coronavirus infections in its current outbreak. The rise in cases has fuelled concern about the outlook for China's uneven economic recovery.\nThe sub-index of the Hang Seng tracking healthcare firms fell 2.26%, as WuXi Biologics (Cayman) Inc dropped 4.85%, making it the biggest loser on the Hang Seng.\nThe financial sector edged 0.08% lower and the property sector dipped 0.6%.\nShares of highly indebted property developer China Evergrande Group slumped 4.59% after rating agency S&P Global downgraded the credit ratings for Evergrande and some subsidiaries.\nChina's main Shanghai Composite index closed down 0.24% at 3,458.23, while the blue-chip CSI300 index ended down 0.55%.\nAround the region, MSCI's Asia ex-Japan stock index was weaker by 0.21%, while Japan's Nikkei index closed up 0.33%.\nTrading was relatively thin, with about 1.56 billion Hang Seng index shares changing hands, roughly 72.5% of the market's 30-day moving average of 2.15 billion shares a day and down from 1.70 billion on Thursday.\nBut mainland investors were net buyers on the day. Refinitiv data showed flows from mainland investors through the Southbound leg of the Bond Connect programme topped HK$7 billion ($900.21 million).\n($1 = 7.7760 Hong Kong dollars)\n(Reporting by the Shanghai Newsroom; Editing by Subhranshu Sahu)","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890964437,"gmtCreate":1628077756929,"gmtModify":1703500751445,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890964437","repostId":"1116011641","repostType":4,"repost":{"id":"1116011641","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628076536,"share":"https://www.laohu8.com/m/news/1116011641?lang=&edition=full","pubTime":"2021-08-04 19:28","market":"us","language":"en","title":"Cathie Wood Sheds $14.5M In Snapchat Parent, And Piles Up On Etsy, Robinhood","url":"https://stock-news.laohu8.com/highlight/detail?id=1116011641","media":"Benzinga","summary":"Cathie Wood-ledArk Investon Tuesday shed nearly 12.6% of its stake inSnap Inc(NYSE:SNAP), continuing","content":"<p><b>Cathie Wood</b>-led<b>Ark Invest</b>on Tuesday shed nearly 12.6% of its stake in<b><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a></b>(NYSE:SNAP), continuing the investment firm’s months-long selling spree in the Snapchat parent.</p>\n<p>Ark Invest sold 198,442 shares, estimated to be worth about $14.56 million, in Snap via the<b>Ark Fintech Innovation ETF</b>(NYSE:ARKF).</p>\n<p>Shares of the social media company closed 0.16% lower at $73.38 on Tuesday.</p>\n<p>Wood’s firm also holds a position in the social-media company which competes with<b>FacebookInc’s</b>(NASDAQ:FB) photo-sharing app Instagram, via the<b>Ark Next Generation Internet ETF</b>(NYSE:ARKW).</p>\n<p>Together, the two ETFs held about 1.57 million shares, worth $115.2 million, in Snap ahead of Tuesday’s trade.</p>\n<p>The <a href=\"https://laohu8.com/S/NWY\">New York</a>-based investment firm also snapped up 90,831 shares, worth about $17.3 million, in<b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</b>(NASDAQ:ETSY), an e-commerce platform for handmade goods and vintage items, via ARKF.</p>\n<p>Etsy shares closed 0.83% higher at $190.46 on Tuesday.</p>\n<p>This was ARKF’s second straight buy in Etsy. The popular investment firm also holds a position in Etsy via ARKW.</p>\n<p>Ahead of Tuesday’s trade, the two ETFs together held 523,086 shares, worth $98.8 million in Etsy.</p>\n<p>The investment firm, known for its position on<b>Coinbase Global Inc</b>(NASDAQ:COIN), also pumped in money to buy 89,622 shares, estimated to be worth about $4.19 million, in<b>Robinhood Markets Inc</b>(NASDAQ:HOOD), as the shares of the companyrocketedto blow past the $38 initial public offer pricing for the first time since the listing last week.</p>\n<p>Robinhood shares closed 24.2% higher at $46.80 on Tuesday.</p>\n<p>Both ARKF and ARKW held about 1.55 million shares, worth $58.26 million in Robinhood ahead of Tuesday’s trade.</p>\n<p>Some of the other key Ark Invest sells on Tuesday included<b>BYD Co</b>(OTC:BYDDF) and<b>TencentHoldings</b>(OTC:TCEHY) and buys included<b>Markforged Holding Corp</b>(NYSE:MKFG).</p>\n<p>Last month, Benzinga broke back-to-back exclusive news on $WISA, and Benzinga Pro users got to see it<i>FIRST</i>.</p>\n<p>After Benzinga broke news of $WISA’s launch of its SoundSend Certification Program, the stock rose<b>$23.28%.</b>On Thursday, it rose<b>41.20%</b>after exclusive breaking news on the launch of $WISA’s Amazon storefront.</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>Cathie Wood Sheds $14.5M In Snapchat Parent, And Piles Up On Etsy, Robinhood</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\">\nCathie Wood Sheds $14.5M In Snapchat Parent, And Piles Up On Etsy, Robinhood\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-04 19:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Cathie Wood</b>-led<b>Ark Invest</b>on Tuesday shed nearly 12.6% of its stake in<b><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a></b>(NYSE:SNAP), continuing the investment firm’s months-long selling spree in the Snapchat parent.</p>\n<p>Ark Invest sold 198,442 shares, estimated to be worth about $14.56 million, in Snap via the<b>Ark Fintech Innovation ETF</b>(NYSE:ARKF).</p>\n<p>Shares of the social media company closed 0.16% lower at $73.38 on Tuesday.</p>\n<p>Wood’s firm also holds a position in the social-media company which competes with<b>FacebookInc’s</b>(NASDAQ:FB) photo-sharing app Instagram, via the<b>Ark Next Generation Internet ETF</b>(NYSE:ARKW).</p>\n<p>Together, the two ETFs held about 1.57 million shares, worth $115.2 million, in Snap ahead of Tuesday’s trade.</p>\n<p>The <a href=\"https://laohu8.com/S/NWY\">New York</a>-based investment firm also snapped up 90,831 shares, worth about $17.3 million, in<b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</b>(NASDAQ:ETSY), an e-commerce platform for handmade goods and vintage items, via ARKF.</p>\n<p>Etsy shares closed 0.83% higher at $190.46 on Tuesday.</p>\n<p>This was ARKF’s second straight buy in Etsy. The popular investment firm also holds a position in Etsy via ARKW.</p>\n<p>Ahead of Tuesday’s trade, the two ETFs together held 523,086 shares, worth $98.8 million in Etsy.</p>\n<p>The investment firm, known for its position on<b>Coinbase Global Inc</b>(NASDAQ:COIN), also pumped in money to buy 89,622 shares, estimated to be worth about $4.19 million, in<b>Robinhood Markets Inc</b>(NASDAQ:HOOD), as the shares of the companyrocketedto blow past the $38 initial public offer pricing for the first time since the listing last week.</p>\n<p>Robinhood shares closed 24.2% higher at $46.80 on Tuesday.</p>\n<p>Both ARKF and ARKW held about 1.55 million shares, worth $58.26 million in Robinhood ahead of Tuesday’s trade.</p>\n<p>Some of the other key Ark Invest sells on Tuesday included<b>BYD Co</b>(OTC:BYDDF) and<b>TencentHoldings</b>(OTC:TCEHY) and buys included<b>Markforged Holding Corp</b>(NYSE:MKFG).</p>\n<p>Last month, Benzinga broke back-to-back exclusive news on $WISA, and Benzinga Pro users got to see it<i>FIRST</i>.</p>\n<p>After Benzinga broke news of $WISA’s launch of its SoundSend Certification Program, the stock rose<b>$23.28%.</b>On Thursday, it rose<b>41.20%</b>after exclusive breaking news on the launch of $WISA’s Amazon storefront.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF","ETSY":"Etsy, Inc.","HOOD":"Robinhood","COIN":"Coinbase Global, Inc.","SNAP":"Snap Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116011641","content_text":"Cathie Wood-ledArk Investon Tuesday shed nearly 12.6% of its stake inSnap Inc(NYSE:SNAP), continuing the investment firm’s months-long selling spree in the Snapchat parent.\nArk Invest sold 198,442 shares, estimated to be worth about $14.56 million, in Snap via theArk Fintech Innovation ETF(NYSE:ARKF).\nShares of the social media company closed 0.16% lower at $73.38 on Tuesday.\nWood’s firm also holds a position in the social-media company which competes withFacebookInc’s(NASDAQ:FB) photo-sharing app Instagram, via theArk Next Generation Internet ETF(NYSE:ARKW).\nTogether, the two ETFs held about 1.57 million shares, worth $115.2 million, in Snap ahead of Tuesday’s trade.\nThe New York-based investment firm also snapped up 90,831 shares, worth about $17.3 million, inEtsy Inc(NASDAQ:ETSY), an e-commerce platform for handmade goods and vintage items, via ARKF.\nEtsy shares closed 0.83% higher at $190.46 on Tuesday.\nThis was ARKF’s second straight buy in Etsy. The popular investment firm also holds a position in Etsy via ARKW.\nAhead of Tuesday’s trade, the two ETFs together held 523,086 shares, worth $98.8 million in Etsy.\nThe investment firm, known for its position onCoinbase Global Inc(NASDAQ:COIN), also pumped in money to buy 89,622 shares, estimated to be worth about $4.19 million, inRobinhood Markets Inc(NASDAQ:HOOD), as the shares of the companyrocketedto blow past the $38 initial public offer pricing for the first time since the listing last week.\nRobinhood shares closed 24.2% higher at $46.80 on Tuesday.\nBoth ARKF and ARKW held about 1.55 million shares, worth $58.26 million in Robinhood ahead of Tuesday’s trade.\nSome of the other key Ark Invest sells on Tuesday includedBYD Co(OTC:BYDDF) andTencentHoldings(OTC:TCEHY) and buys includedMarkforged Holding Corp(NYSE:MKFG).\nLast month, Benzinga broke back-to-back exclusive news on $WISA, and Benzinga Pro users got to see itFIRST.\nAfter Benzinga broke news of $WISA’s launch of its SoundSend Certification Program, the stock rose$23.28%.On Thursday, it rose41.20%after exclusive breaking news on the launch of $WISA’s Amazon storefront.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806688307,"gmtCreate":1627653604509,"gmtModify":1703494192387,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes great indeed","listText":"Yes great indeed","text":"Yes great indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806688307","repostId":"1194710219","repostType":4,"repost":{"id":"1194710219","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":1627652868,"share":"https://www.laohu8.com/m/news/1194710219?lang=&edition=full","pubTime":"2021-07-30 21:47","market":"us","language":"en","title":"EV Stocks surged in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1194710219","media":"Tiger Newspress","summary":"EV Stocks surged in Friday morning trading.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 6%.","content":"<p>EV Stocks surged in Friday morning trading.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/c821968998f7b667eae78a4ed3ede421\" tg-width=\"352\" tg-height=\"594\" width=\"100%\" height=\"auto\"></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>EV Stocks surged in Friday morning 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\">\nEV Stocks surged in Friday morning 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\">2021-07-30 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks surged in Friday morning trading.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/c821968998f7b667eae78a4ed3ede421\" tg-width=\"352\" tg-height=\"594\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","NIU":"小牛电动","XPEV":"小鹏汽车","NIO":"蔚来","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194710219","content_text":"EV Stocks surged in Friday morning trading.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1% and 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}