Tonyap personal page - To The Moon

Tonyap

Tonyap

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2022-07-18

$Tencent Music(TME)$Cup n handle formed, keep going up !!

2022-07-14

$Tencent Music(TME)$hopefully go up

2022-08-28

$TME 20240119 4.0 CALL$Go against market sentiment,, I believe it will fly

2022-08-25

$Tencent Music(TME)$Keep the strength go above $5

2022-07-14

$Tencent Music(TME)$Rebound when touched yellow line

2022-07-30

$Affirm Holdings, Inc.(AFRM)$Well supported

2022-07-19

$Tencent Music(TME)$Start get something

2022-09-01

$Tencent Music(TME)$Re-enter yesterday n today

2022-09-12

$Tencent Music(TME)$Go above $5

2022-08-28

$Tencent Music(TME)$Go against market sentiment, potentially fly

2022-07-19

$Tencent Music(TME)$it's On the way

2022-09-01

$Tencent Music(TME)$Break $5 resistance,keep going up

2022-08-23

Bearish

2022-07-29

$Apple(AAPL)$1st time in my life see such a huge profit margin

2022-09-03

$Grab Holdings(GRAB)$Gain when others lose

2022-09-02

$Tencent Music(TME)$Keep it up

2022-08-17

$Tencent Music(TME)$good QR, going to fly

2022-08-06

$TME 20220805 5.0 PUT$[LOL]

2022-07-26

$TME 20240119 4.0 CALL$Come on,, long long

2022-07-14

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Buy Taiwan Semiconductor: Too Oversold

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journalists always give bad reviews on China companies even though they mademoney,why?","listText":"Western journalists always give bad reviews on China companies even though they mademoney,why?","text":"Western journalists always give bad reviews on China companies even though they mademoney,why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370836742557880","repostId":"2483286348","repostType":2,"repost":{"id":"2483286348","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1731574967,"share":"https://ttm.financial/m/news/2483286348?lang=&edition=fundamental","pubTime":"2024-11-14 17:02","market":"us","language":"en","title":"China's JD.com misses revenue estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2483286348","media":"Reuters","summary":"China's JD.com misses revenue estimates Nov 14  - Chinese e-commerce group JD.com 9618.HK missed market estimates for quarterly revenue on Thursday, as persistent economic woes pressured consumers to cut back on spending. Total revenue rose 5.1% to 260.4 billion yuan  in the third quarter, compared with estimates of 261.45 billion yuan, according to LSEG data.  ","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>China's JD.com misses revenue estimates </title></head><body><p><span>Nov 14 (Reuters)</span><span> - </span>Chinese e-commerce group JD.com <span>9618.HK</span> missed market estimates for quarterly revenue on Thursday, as persistent economic woes pressured consumers to cut back on spending. </p><p>Total revenue rose 5.1% to 260.4 billion yuan ($35.95 billion) in the third quarter, compared with estimates of 261.45 billion yuan, according to LSEG data.</p><p>($1 = 7.2428 Chinese yuan renminbi)</p><p> (Reporting by Deborah Sophia in Bengaluru and Casey Hall in Shanghai; Editing by Shinjini Ganguli)</p><p> ((DeborahMary.Sophia@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's JD.com misses revenue estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's JD.com misses revenue estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-14 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>China's JD.com misses revenue estimates </title></head><body><p><span>Nov 14 (Reuters)</span><span> - </span>Chinese e-commerce group JD.com <span>9618.HK</span> missed market estimates for quarterly revenue on Thursday, as persistent economic woes pressured consumers to cut back on spending. </p><p>Total revenue rose 5.1% to 260.4 billion yuan ($35.95 billion) in the third quarter, compared with estimates of 261.45 billion yuan, according to LSEG data.</p><p>($1 = 7.2428 Chinese yuan renminbi)</p><p> (Reporting by Deborah Sophia in Bengaluru and Casey Hall in Shanghai; Editing by Shinjini Ganguli)</p><p> ((DeborahMary.Sophia@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241114:nL4N3ML0X2:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483286348","content_text":"China's JD.com misses revenue estimates Nov 14 (Reuters) - Chinese e-commerce group JD.com 9618.HK missed market estimates for quarterly revenue on Thursday, as persistent economic woes pressured consumers to cut back on spending. Total revenue rose 5.1% to 260.4 billion yuan ($35.95 billion) in the third quarter, compared with estimates of 261.45 billion yuan, according to LSEG data.($1 = 7.2428 Chinese yuan renminbi) (Reporting by Deborah Sophia in Bengaluru and Casey Hall in Shanghai; Editing by Shinjini Ganguli) ((DeborahMary.Sophia@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304796908384568,"gmtCreate":1715447809715,"gmtModify":1715447813215,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"RUNnnnnn","listText":"RUNnnnnn","text":"RUNnnnnn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304796908384568","repostId":"304736924446856","repostType":1,"repost":{"id":304736924446856,"gmtCreate":1715433249787,"gmtModify":1715493601995,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"TSLA: Exits, Layoff & Probe Hurt Q2 Earnings ?","htmlText":"Intro. I have approached this subject in a post, dated 06 May 2024 (click <a href=\"https://ttm.financial/post/302859717607464\" target=\"_blank\">here!</a><a href=\"https://ttm.financial/post/302859717607464\" target=\"_blank\"> </a>to read about it). Much have happened since then. As much as <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>’s fans do not like to hear it, things seemed to have taken a turn for worse. Suffice to say, most corporates in the US subscribed to the “hire &amp; fire” policy. This is where a company scales up quickly on the run up to a boom and downsize immediately at the slightest turn of event. In the case of Tesla faced with falling demand, what has begun as price slashing to drive up demand, has given way to staff layoff (at a gathering pace) in a bid t","listText":"Intro. I have approached this subject in a post, dated 06 May 2024 (click <a href=\"https://ttm.financial/post/302859717607464\" target=\"_blank\">here!</a><a href=\"https://ttm.financial/post/302859717607464\" target=\"_blank\"> </a>to read about it). Much have happened since then. As much as <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>’s fans do not like to hear it, things seemed to have taken a turn for worse. Suffice to say, most corporates in the US subscribed to the “hire &amp; fire” policy. This is where a company scales up quickly on the run up to a boom and downsize immediately at the slightest turn of event. In the case of Tesla faced with falling demand, what has begun as price slashing to drive up demand, has given way to staff layoff (at a gathering pace) in a bid t","text":"Intro. I have approached this subject in a post, dated 06 May 2024 (click here! to read about it). Much have happened since then. As much as $Tesla Motors(TSLA)$’s fans do not like to hear it, things seemed to have taken a turn for worse. Suffice to say, most corporates in the US subscribed to the “hire & fire” policy. This is where a company scales up quickly on the run up to a boom and downsize immediately at the slightest turn of event. In the case of Tesla faced with falling demand, what has begun as price slashing to drive up demand, has given way to staff layoff (at a gathering pace) in a bid t","images":[{"img":"https://community-static.tradeup.com/news/cfab25e9529df0eae4f8cddfb3b86f4f","width":"1117","height":"397"},{"img":"https://community-static.tradeup.com/news/441b49ee24f4515e71cf473d475afa4c","width":"551","height":"226"},{"img":"https://community-static.tradeup.com/news/17c84c39d969d6780161af8098a82996","width":"542","height":"167"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304736924446856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304796757475584,"gmtCreate":1715447770397,"gmtModify":1715447774059,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"Great opportunity&nbsp;","listText":"Great opportunity&nbsp;","text":"Great opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304796757475584","repostId":"304545250271304","repostType":1,"repost":{"id":304545250271304,"gmtCreate":1715386462658,"gmtModify":1715448002058,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"htmlText":"🌟🌟🌟I prefer to buy ETFs that have Nvidia.&nbsp; I like <a href=\"https://ttm.financial/S/SMH\"> $VanEck Semiconductor ETF(SMH)$ </a>as it has the best semiconductor stocks all in 1 basket.&nbsp; Nvidia is the top holding with 20% weightage followed by TSMC.&nbsp;&nbsp; Performance wise SMH is up 32% year todate and 81% in the past year.&nbsp; SMH has the record of best performing ETF in a 5 year record.&nbsp; That's really amazing!","listText":"🌟🌟🌟I prefer to buy ETFs that have Nvidia.&nbsp; I like <a href=\"https://ttm.financial/S/SMH\"> $VanEck Semiconductor ETF(SMH)$ </a>as it has the best semiconductor stocks all in 1 basket.&nbsp; Nvidia is the top holding with 20% weightage followed by TSMC.&nbsp;&nbsp; Performance wise SMH is up 32% year todate and 81% in the past year.&nbsp; SMH has the record of best performing ETF in a 5 year record.&nbsp; That's really amazing!","text":"🌟🌟🌟I prefer to buy ETFs that have Nvidia. I like $VanEck Semiconductor ETF(SMH)$ as it has the best semiconductor stocks all in 1 basket. Nvidia is the top holding with 20% weightage followed by TSMC. Performance wise SMH is up 32% year todate and 81% in the past year. SMH has the record of best performing ETF in a 5 year record. That's really amazing!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304545250271304","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304796214804656,"gmtCreate":1715447725899,"gmtModify":1715447729586,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"Bullish","listText":"Bullish","text":"Bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304796214804656","repostId":"304441201234176","repostType":1,"repost":{"id":304441201234176,"gmtCreate":1715360964674,"gmtModify":1715362422388,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp; Good morning Nvidia, thank you for another coffee&nbsp;brew, in the world of stocks, I'm counting on you. A small profit here, a sip of coffee there, your shares keep providing, beyond compare! 📈☕️","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp; Good morning Nvidia, thank you for another coffee&nbsp;brew, in the world of stocks, I'm counting on you. A small profit here, a sip of coffee there, your shares keep providing, beyond compare! 📈☕️","text":"$NVIDIA Corp(NVDA)$ Good morning Nvidia, thank you for another coffee brew, in the world of stocks, I'm counting on you. A small profit here, a sip of coffee there, your shares keep providing, beyond compare! 📈☕️","images":[{"img":"https://community-static.tradeup.com/news/26c125a6a1a6d21027ba74fec120157c","width":"972","height":"1630"},{"img":"https://community-static.tradeup.com/news/c8585450d3a507a82d9b0f671afc7a92","width":"480","height":"270"},{"img":"https://community-static.tradeup.com/news/a1ee4296b0f2ade1d940b5087ae8483b","width":"511","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304441201234176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299812548653128,"gmtCreate":1714215937621,"gmtModify":1714216202284,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TCH.HK 20240530 300.00 PUT\">$TCH.HK 20240530 300.00 PUT$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/TCH.HK 20240530 300.00 PUT\">$TCH.HK 20240530 300.00 PUT$</a>&nbsp;","text":"$TCH.HK 20240530 300.00 PUT$","images":[{"img":"https://community-static.tradeup.com/news/6406eb2eecd8b61304ceedbbadf158ea","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299812548653128","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940053080,"gmtCreate":1677621348641,"gmtModify":1677621352425,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940053080","repostId":"9957161300","repostType":1,"repost":{"id":9957161300,"gmtCreate":1677107764901,"gmtModify":1677107772687,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"🌟🌟🌟My Favourite Singapore Consumer Defensive Stock🌟🌟🌟","htmlText":"🌈🌈🌈My&nbsp; Favourite Singapore Consumer Defensive Stock is&nbsp;<a href=\"https://ttm.financial/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$ &nbsp;</a>&nbsp;With high inflation here, Sheng Siong&nbsp;&nbsp;will be resilient and impervious to economic cycles. Sheng Siong is the 3rd largest supermarket chain in Singapore with more than 65 locations and 4&nbsp;supermarkets in China with the 5th opening in 2nd quarter&nbsp;2023.&nbsp; &nbsp;Sheng Siong represents value for money to many Singaporeans especially the housewives.&nbsp; Sheng Siong's gross profit margin was 29.4% for 3Q FY 2022 compared to 29% in&nbsp; 3Q FY 2021.&nbsp; Its revenue declined by 4.2% year on year to SGD 333.5 million due to the Covid 19 measures in place&nbsp;and the closure of Jurong Fishery Port for 2 weeks in July 20","listText":"🌈🌈🌈My&nbsp; Favourite Singapore Consumer Defensive Stock is&nbsp;<a href=\"https://ttm.financial/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$ &nbsp;</a>&nbsp;With high inflation here, Sheng Siong&nbsp;&nbsp;will be resilient and impervious to economic cycles. Sheng Siong is the 3rd largest supermarket chain in Singapore with more than 65 locations and 4&nbsp;supermarkets in China with the 5th opening in 2nd quarter&nbsp;2023.&nbsp; &nbsp;Sheng Siong represents value for money to many Singaporeans especially the housewives.&nbsp; Sheng Siong's gross profit margin was 29.4% for 3Q FY 2022 compared to 29% in&nbsp; 3Q FY 2021.&nbsp; Its revenue declined by 4.2% year on year to SGD 333.5 million due to the Covid 19 measures in place&nbsp;and the closure of Jurong Fishery Port for 2 weeks in July 20","text":"🌈🌈🌈My Favourite Singapore Consumer Defensive Stock is $SHENG SIONG GROUP LTD(OV8.SI)$ With high inflation here, Sheng Siong will be resilient and impervious to economic cycles. Sheng Siong is the 3rd largest supermarket chain in Singapore with more than 65 locations and 4 supermarkets in China with the 5th opening in 2nd quarter 2023. Sheng Siong represents value for money to many Singaporeans especially the housewives. Sheng Siong's gross profit margin was 29.4% for 3Q FY 2022 compared to 29% in 3Q FY 2021. Its revenue declined by 4.2% year on year to SGD 333.5 million due to the Covid 19 measures in place and the closure of Jurong Fishery Port for 2 weeks in July 20","images":[{"img":"https://community-static.tradeup.com/news/2c419a8cdb4d4f8ec276838780f320ab","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957161300","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940059734,"gmtCreate":1677621315929,"gmtModify":1677621319384,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940059734","repostId":"9957196701","repostType":1,"repost":{"id":9957196701,"gmtCreate":1677066755204,"gmtModify":1677068722686,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"[Reward]Share One SGX Stock that could Benefit from China's Outbound Tourism","htmlText":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","listText":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","text":"Previously, the Singapore Tourism Board stated that with the increase in the number of flights and China's resumption of outbound tourism, the recovery of Singapore's tourism industry will accelerate.\"It is expected that the number of international tourists visiting Singapore will reach 12 million to 14 million in 2023, returning to 75% before the epidemic In 2019, the number of inbound tourists from Singapore totaled 19.12 million.”According to recent data provided by China Aviation Travel, since the restart of the outbound and group tour pilot program on February 6, 2022, the number of inbound and outbound civil aviation passengers of China’s domestic airlines has exceeded 276,000, an increase of nearly 4.4 times compared with the same period last year. Shanghai, Guangzhou, Beijing, Xiam","images":[{"img":"https://community-static.tradeup.com/news/723b6ea50a4a9e8ccaa94d24010b34e0","width":"1000","height":"666"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957196701","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940059435,"gmtCreate":1677621265527,"gmtModify":1677621269217,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"Attention!!","listText":"Attention!!","text":"Attention!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940059435","repostId":"9957651175","repostType":1,"repost":{"id":9957651175,"gmtCreate":1677232482197,"gmtModify":1677232780291,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"Rolls-Royce Share Soars 23%: The Truth about the Aviation Industry","htmlText":"Rolls-Royce shares soar 23% after annual results beat expectations. Once the headline came out, people who can afford or cannot afford Rolls-Royce were shocked. In fact, Rolls-Royce's main business is aero-engines, now Rolls-Royce's car trademark already belongs to <a href=\"https://ttm.financial/S/BMWYY\">$Bayerische Motoren Werke AG(BMWYY)$</a>.&nbsp;The jewel in the crown of the industry: the engine that saved BritainIn 1906, two engineers set up a company in Manchester, England, with the aim of building automobiles.Later, in response to national demand, the company became involved in the aero-engine business, producing the Eagle engine that was used extensively in World War I Allied aircraft.By the end of the 1920s, aero engines had become the company's main business, and Hurricane and S","listText":"Rolls-Royce shares soar 23% after annual results beat expectations. Once the headline came out, people who can afford or cannot afford Rolls-Royce were shocked. In fact, Rolls-Royce's main business is aero-engines, now Rolls-Royce's car trademark already belongs to <a href=\"https://ttm.financial/S/BMWYY\">$Bayerische Motoren Werke AG(BMWYY)$</a>.&nbsp;The jewel in the crown of the industry: the engine that saved BritainIn 1906, two engineers set up a company in Manchester, England, with the aim of building automobiles.Later, in response to national demand, the company became involved in the aero-engine business, producing the Eagle engine that was used extensively in World War I Allied aircraft.By the end of the 1920s, aero engines had become the company's main business, and Hurricane and S","text":"Rolls-Royce shares soar 23% after annual results beat expectations. Once the headline came out, people who can afford or cannot afford Rolls-Royce were shocked. In fact, Rolls-Royce's main business is aero-engines, now Rolls-Royce's car trademark already belongs to $Bayerische Motoren Werke AG(BMWYY)$. The jewel in the crown of the industry: the engine that saved BritainIn 1906, two engineers set up a company in Manchester, England, with the aim of building automobiles.Later, in response to national demand, the company became involved in the aero-engine business, producing the Eagle engine that was used extensively in World War I Allied aircraft.By the end of the 1920s, aero engines had become the company's main business, and Hurricane and S","images":[{"img":"https://community-static.tradeup.com/news/2fa460c8625eabe5cb3fee0a9209759b","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/bc089a237f538215de1cc13520175c8c","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/6dbb44078d8c01cc5d4eec5807ed24e4","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957651175","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967991227,"gmtCreate":1670244855370,"gmtModify":1676538327974,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Semiconductor Bull 3X Shares(SOXL)$","images":[{"img":"https://community-static.tradeup.com/news/dfcfff7c042772ab248f4116d014af8c","width":"750","height":"1440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967991227","isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9968849088,"gmtCreate":1669187294045,"gmtModify":1676538164497,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$SoFi Technologies Inc.(SOFI)$","images":[{"img":"https://community-static.tradeup.com/news/6576a4a80b1d7727173d95ea1f047bb4","width":"750","height":"1440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968849088","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9963616771,"gmtCreate":1668659978394,"gmtModify":1676538092859,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[{"img":"https://community-static.tradeup.com/news/9635aab9198176bb772e71fa2457b2e2","width":"750","height":"1520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963616771","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9963098129,"gmtCreate":1668551829761,"gmtModify":1676538072936,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Sea Ltd(SE)$","images":[{"img":"https://community-static.tradeup.com/news/df25862e4775014c6cdd49af97a4b09b","width":"750","height":"1600"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963098129","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9969462156,"gmtCreate":1668499719376,"gmtModify":1676538066451,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$NVIDIA Corp(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/2bbaa4b4f812e93d7c02a4790f3c2e7b","width":"750","height":"1600"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969462156","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9969872565,"gmtCreate":1668414845057,"gmtModify":1676538052873,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Invesco QQQ Trust(QQQ)$","images":[{"img":"https://community-static.tradeup.com/news/bd856bf00d9763edc4a465f9c5551020","width":"750","height":"1440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969872565","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9960185199,"gmtCreate":1668096448111,"gmtModify":1676538012622,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Amazon.com(AMZN)$","images":[{"img":"https://community-static.tradeup.com/news/1bf366e95f34860bba56472a1d482d52","width":"750","height":"1360"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960185199","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9987557626,"gmtCreate":1667953985165,"gmtModify":1676537989051,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987557626","repostId":"1143066187","repostType":2,"repost":{"id":"1143066187","pubTimestamp":1667950243,"share":"https://ttm.financial/m/news/1143066187?lang=&edition=fundamental","pubTime":"2022-11-09 07:30","market":"us","language":"en","title":"Affirm Stock Plummets on Missed Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1143066187","media":"Barron's","summary":"Affirm shares plunged after the so-called buy now, pay later company posted a wider-than-expected lo","content":"<html><head></head><body><p>Affirm shares plunged after the so-called buy now, pay later company posted a wider-than-expected loss for its fiscal 2023 first quarter.</p><p>Investors are paying close attention to Affirm’s (ticker: AFRM) earnings as they should offer clues to the health of the consumer amid challenging macroeconomic conditions.</p><p>Affirm encourages consumers to buy an item and pay for it in four interest-free payments every two weeks, or at a low-interest rate over a few months. So far, Affirm doesn’t see much weakness in the consumer, noting in Tuesday’s earnings report that “delinquency rates remain at or below prepandemic levels.”</p><p>But even with that bit of good news, Affirm posted a loss of 86 cents a share on $362 million in revenue. Results slightly missed projections by analysts surveyed by FactSet who expected that Affirm would lose 84 cents a share on $364 million in revenue.</p><p>Affirm shares plunged 15% in after-hours trading as investors were put off by the earnings miss as well as weaker-than-hoped-for guidance. The lender expects revenue of $400 million to $420 million in its fiscal second quarter and full-year revenue in a range of $1.6 billion to $1.675.</p><p><img src=\"https://static.tigerbbs.com/229258b1c968668eb6df61ac6cd9225d\" tg-width=\"866\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>Affirm’s model worked great when interest rates were near 0%, but that is not the case anymore. The Federal Reserve has raised he federal-funds rate to nearly 4%, up from around zero in March.</p><p>More rate hikes are certainly coming. The fear is that the Fed will engineer a recession to bring down inflation and unemployment will soar.</p><p>That doesn’t bode well for companies like Affirm. Indeed, analysts seem to be braced for deteriorating results. Less than half the analysts surveyed by FactSet rate Affirm the equivalent of a Buy. Shares were off 83% this year ahead of earnings, recently trading around $15.35.</p><p>The plunge in shares comes even as Affirm has grown revenue to $362 million from $269 million year over year. The company has integrated itself with some e-commerce giants, including partnership deals with Shopify (SHOP) and Amazon.com (AMZN). Far more consumers are using buy now, pay later, including a new service through Apple (AAPL), though that also poses morecompetitionfor Affirm.</p><p>However, Affirm may now be a victim of its own success.</p><p>The company saw its stock soar during the pandemic. Shares changed hands at nearly $170 apiece in November 2021 as households, still living under pandemic restrictions, increasingly shopped online. Near-zero interest rates, which allowed Affirm to easily offer interest-free installment loans, also helped. As the business took off, more competitors edged in, including Block (SQ).</p><p>But 2022 has been much less kind. Households are feeling squeezed by inflation, stoking fears that they may default on loans. Rising interest rates also increase Affirm’s financing costs for funding loans to consumers. And there is far more competition from fintechs, banks, and credit card networks like Mastercard (MA).</p><p>Despite the headwinds, some analysts expect Affirm to manage through the risks, fueling a higher stock price.</p><p>“Affirm has an opportunity to be a key financial service provider to the Gen Y/Z demo,” James Faucette, analyst at Morgan Stanley, wrote ahead of earnings. He does acknowledge that credit concerns will persist for a few quarters, but he thinks the company will power through. He rates the shares Overweight with a $53 price target.</p><p>Analysts at J.P. Morgan have a Neutral rating on Affirm and a $26 price target. They note thatrecent results from PayPal Holdings (PYPL) and Block, which are also in the buy now, pay later space, show “fairly stable loss trends,” which should bode well for Affirm’s prospects. The $26 price target assumes a 15 times multiple on Affirm’s projected earnings over the next 12 months.</p><p>“We believe AFRM is poised for strong volume growth, fueled by partnerships with Shopify and Amazon, but our bullishness is tempered by AFRM’s fairly unproven underwriting model and consumer credit concerns,” Reginald Smith, analyst at J.P. Morgan, wrote.</p></body></html>","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>Affirm Stock Plummets on Missed Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nAffirm Stock Plummets on Missed Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 07:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/affirm-earnings-stock-price-51667846207?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Affirm shares plunged after the so-called buy now, pay later company posted a wider-than-expected loss for its fiscal 2023 first quarter.Investors are paying close attention to Affirm’s (ticker: AFRM)...</p>\n\n<a href=\"https://www.barrons.com/articles/affirm-earnings-stock-price-51667846207?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":{"AFRM":"Affirm Holdings, Inc."},"source_url":"https://www.barrons.com/articles/affirm-earnings-stock-price-51667846207?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143066187","content_text":"Affirm shares plunged after the so-called buy now, pay later company posted a wider-than-expected loss for its fiscal 2023 first quarter.Investors are paying close attention to Affirm’s (ticker: AFRM) earnings as they should offer clues to the health of the consumer amid challenging macroeconomic conditions.Affirm encourages consumers to buy an item and pay for it in four interest-free payments every two weeks, or at a low-interest rate over a few months. So far, Affirm doesn’t see much weakness in the consumer, noting in Tuesday’s earnings report that “delinquency rates remain at or below prepandemic levels.”But even with that bit of good news, Affirm posted a loss of 86 cents a share on $362 million in revenue. Results slightly missed projections by analysts surveyed by FactSet who expected that Affirm would lose 84 cents a share on $364 million in revenue.Affirm shares plunged 15% in after-hours trading as investors were put off by the earnings miss as well as weaker-than-hoped-for guidance. The lender expects revenue of $400 million to $420 million in its fiscal second quarter and full-year revenue in a range of $1.6 billion to $1.675.Affirm’s model worked great when interest rates were near 0%, but that is not the case anymore. The Federal Reserve has raised he federal-funds rate to nearly 4%, up from around zero in March.More rate hikes are certainly coming. The fear is that the Fed will engineer a recession to bring down inflation and unemployment will soar.That doesn’t bode well for companies like Affirm. Indeed, analysts seem to be braced for deteriorating results. Less than half the analysts surveyed by FactSet rate Affirm the equivalent of a Buy. Shares were off 83% this year ahead of earnings, recently trading around $15.35.The plunge in shares comes even as Affirm has grown revenue to $362 million from $269 million year over year. The company has integrated itself with some e-commerce giants, including partnership deals with Shopify (SHOP) and Amazon.com (AMZN). Far more consumers are using buy now, pay later, including a new service through Apple (AAPL), though that also poses morecompetitionfor Affirm.However, Affirm may now be a victim of its own success.The company saw its stock soar during the pandemic. Shares changed hands at nearly $170 apiece in November 2021 as households, still living under pandemic restrictions, increasingly shopped online. Near-zero interest rates, which allowed Affirm to easily offer interest-free installment loans, also helped. As the business took off, more competitors edged in, including Block (SQ).But 2022 has been much less kind. Households are feeling squeezed by inflation, stoking fears that they may default on loans. Rising interest rates also increase Affirm’s financing costs for funding loans to consumers. And there is far more competition from fintechs, banks, and credit card networks like Mastercard (MA).Despite the headwinds, some analysts expect Affirm to manage through the risks, fueling a higher stock price.“Affirm has an opportunity to be a key financial service provider to the Gen Y/Z demo,” James Faucette, analyst at Morgan Stanley, wrote ahead of earnings. He does acknowledge that credit concerns will persist for a few quarters, but he thinks the company will power through. He rates the shares Overweight with a $53 price target.Analysts at J.P. Morgan have a Neutral rating on Affirm and a $26 price target. They note thatrecent results from PayPal Holdings (PYPL) and Block, which are also in the buy now, pay later space, show “fairly stable loss trends,” which should bode well for Affirm’s prospects. The $26 price target assumes a 15 times multiple on Affirm’s projected earnings over the next 12 months.“We believe AFRM is poised for strong volume growth, fueled by partnerships with Shopify and Amazon, but our bullishness is tempered by AFRM’s fairly unproven underwriting model and consumer credit concerns,” Reginald Smith, analyst at J.P. Morgan, wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984284722,"gmtCreate":1667650557666,"gmtModify":1676537948674,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"Hopefully can make money&nbsp;","listText":"Hopefully can make money&nbsp;","text":"Hopefully can make money","images":[{"img":"https://community-static.tradeup.com/news/c3ccbec30a86ac54cfccf31bf73aa5a6","width":"750","height":"984"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984284722","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9985663724,"gmtCreate":1667375978968,"gmtModify":1676537907582,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a><v-v data-views=\"1\"></v-v>","text":"$SoFi Technologies Inc.(SOFI)$","images":[{"img":"https://community-static.tradeup.com/news/d242b9072325fde3ba3e709a4c3b4089","width":"750","height":"1360"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985663724","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9982553153,"gmtCreate":1667217167172,"gmtModify":1676537878980,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a><v-v data-views=\"1\"></v-v>","text":"$Bank of America(BAC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982553153","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982902194,"gmtCreate":1667063904919,"gmtModify":1676537855762,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$</a><v-v data-views=\"1\"></v-v>","text":"$Invesco QQQ Trust(QQQ)$","images":[{"img":"https://community-static.tradeup.com/news/3c60f8f29aceb44a3a10c9aa15bf47e7","width":"750","height":"1440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982902194","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9075907017,"gmtCreate":1658121831239,"gmtModify":1676536108949,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Cup n handle formed, keep going up !!","listText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Cup n handle formed, keep going up !!","text":"$Tencent Music(TME)$Cup n handle formed, keep going up !!","images":[{"img":"https://community-static.tradeup.com/news/2c1355373b10f023089c122197756d46","width":"750","height":"1630"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075907017","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9076365118,"gmtCreate":1657795568534,"gmtModify":1676536063064,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>hopefully go up","listText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>hopefully go up","text":"$Tencent Music(TME)$hopefully go up","images":[{"img":"https://community-static.tradeup.com/news/82bd68d337fca52c26436113b7112d66","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076365118","isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582773476462490","authorId":"3582773476462490","name":"JLSW86","avatar":"https://static.tigerbbs.com/0ebdaffab904960245c9856587e06859","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582773476462490","authorIdStr":"3582773476462490"},"content":"Yup. Im waiting too","text":"Yup. Im waiting too","html":"Yup. Im waiting too"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9994562430,"gmtCreate":1661658589423,"gmtModify":1676536556859,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TME 20240119 4.0 CALL\">$TME 20240119 4.0 CALL$</a>Go against market sentiment,, I believe it will fly","listText":"<a href=\"https://ttm.financial/OPT/TME 20240119 4.0 CALL\">$TME 20240119 4.0 CALL$</a>Go against market sentiment,, I believe it will fly","text":"$TME 20240119 4.0 CALL$Go against market sentiment,, I believe it will fly","images":[{"img":"https://community-static.tradeup.com/news/0027c38c361541b7d772b965bd8acd79","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994562430","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9995897735,"gmtCreate":1661438791630,"gmtModify":1676536518816,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Keep the strength go above $5","listText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Keep the strength go above $5","text":"$Tencent Music(TME)$Keep the strength go above $5","images":[{"img":"https://community-static.tradeup.com/news/89157d16765898954484d1def6559a6e","width":"750","height":"1470"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995897735","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9076382242,"gmtCreate":1657793848086,"gmtModify":1676536062720,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Rebound when touched yellow line&nbsp;","listText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Rebound when touched yellow line&nbsp;","text":"$Tencent Music(TME)$Rebound when touched yellow line","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076382242","isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901375469,"gmtCreate":1659143831551,"gmtModify":1676536263839,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>Well supported&nbsp;","listText":"<a href=\"https://ttm.financial/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>Well supported&nbsp;","text":"$Affirm Holdings, Inc.(AFRM)$Well supported","images":[{"img":"https://community-static.tradeup.com/news/1462dd161ee2cbda9ccdbe1278c30864","width":"750","height":"1550"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901375469","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","text":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","html":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9075454730,"gmtCreate":1658245570520,"gmtModify":1676536127945,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Start get something&nbsp;","listText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Start get something&nbsp;","text":"$Tencent Music(TME)$Start get something","images":[{"img":"https://community-static.tradeup.com/news/7a037ffa721903a3f21c10c1d5690244","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075454730","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9939045185,"gmtCreate":1662034096850,"gmtModify":1676536653600,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Re-enter yesterday n today&nbsp;","listText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Re-enter yesterday n today&nbsp;","text":"$Tencent Music(TME)$Re-enter yesterday n today","images":[{"img":"https://community-static.tradeup.com/news/785777b9daeffbb36ef81cd89a3fcbf1","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9939045185","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9932713122,"gmtCreate":1662991218166,"gmtModify":1676537177677,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Go above $5","listText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Go above $5","text":"$Tencent Music(TME)$Go above $5","images":[{"img":"https://community-static.tradeup.com/news/cf5e728fdff6c061c12f274274bcd9c0","width":"750","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9932713122","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9994562184,"gmtCreate":1661658485350,"gmtModify":1676536556843,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Go against market sentiment, potentially fly","listText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Go against market sentiment, potentially fly","text":"$Tencent Music(TME)$Go against market sentiment, potentially fly","images":[{"img":"https://community-static.tradeup.com/news/2d3635df430b4a6114b6afab1adbacbf","width":"750","height":"1550"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994562184","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9075424743,"gmtCreate":1658244471482,"gmtModify":1676536127702,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>it's On the way&nbsp;","listText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>it's On the way&nbsp;","text":"$Tencent Music(TME)$it's On the way","images":[{"img":"https://community-static.tradeup.com/news/8454120593ca1f0309208b0846aa3e7d","width":"750","height":"1550"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075424743","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9939042912,"gmtCreate":1662033943940,"gmtModify":1676536652463,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Break $5 resistance,keep going up","listText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Break $5 resistance,keep going up","text":"$Tencent Music(TME)$Break $5 resistance,keep going up","images":[{"img":"https://community-static.tradeup.com/news/0f87200b6395af1c1207a2c6239b77fc","width":"750","height":"1550"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939042912","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9996730606,"gmtCreate":1661214591607,"gmtModify":1676536475308,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"Bearish&nbsp;","listText":"Bearish&nbsp;","text":"Bearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996730606","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901023504,"gmtCreate":1659101091508,"gmtModify":1676536257550,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>1st time in my life see such a huge profit margin&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>1st time in my life see such a huge profit margin&nbsp;","text":"$Apple(AAPL)$1st time in my life see such a huge profit margin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901023504","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088972556421510","authorId":"4088972556421510","name":"最近满地是坑","avatar":"https://static.tigerbbs.com/948c089818d4e7dc735d11b260333f8e","crmLevel":1,"crmLevelSwitch":0,"idStr":"4088972556421510","authorIdStr":"4088972556421510"},"content":"I have seen that as soon as I opened my account, there was a profit of more than 20,000 US dollars in it. Later, I brushed my teeth and stopped trading. Later, I chatted for a few days and came back to want to trade. It was difficult, and later it became only more than 700 profits. Ha ha ha ha, this is stock manipulation.","text":"I have seen that as soon as I opened my account, there was a profit of more than 20,000 US dollars in it. Later, I brushed my teeth and stopped trading. Later, I chatted for a few days and came back to want to trade. It was difficult, and later it became only more than 700 profits. Ha ha ha ha, this is stock manipulation.","html":"I have seen that as soon as I opened my account, there was a profit of more than 20,000 US dollars in it. Later, I brushed my teeth and stopped trading. Later, I chatted for a few days and came back to want to trade. It was difficult, and later it became only more than 700 profits. Ha ha ha ha, this is stock manipulation."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939403407,"gmtCreate":1662156133110,"gmtModify":1676537007021,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Gain when others lose&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Gain when others lose&nbsp;","text":"$Grab Holdings(GRAB)$Gain when others lose","images":[{"img":"https://community-static.tradeup.com/news/2aeb8763337bb1933ec6c37b657fa547","width":"750","height":"1550"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9939403407","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9939814008,"gmtCreate":1662083456107,"gmtModify":1676536803795,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Keep it up&nbsp;","listText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>Keep it up&nbsp;","text":"$Tencent Music(TME)$Keep it up","images":[{"img":"https://community-static.tradeup.com/news/c26b3f5d4608e84e0a07737762b1e324","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939814008","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993870829,"gmtCreate":1660670911465,"gmtModify":1676536375480,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>good QR, going to fly","listText":"<a href=\"https://ttm.financial/S/TME\">$Tencent Music(TME)$</a>good QR, going to fly","text":"$Tencent Music(TME)$good QR, going to fly","images":[{"img":"https://community-static.tradeup.com/news/93066fc8501fa529d82ca87c415b143c","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993870829","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9902484040,"gmtCreate":1659747195484,"gmtModify":1703744378540,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TME 20220805 5.0 PUT\">$TME 20220805 5.0 PUT$</a>[LOL]&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/TME 20220805 5.0 PUT\">$TME 20220805 5.0 PUT$</a>[LOL]&nbsp;","text":"$TME 20220805 5.0 PUT$[LOL]","images":[{"img":"https://community-static.tradeup.com/news/c519542e2a6f5a2074be3cf64c726541","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902484040","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9909860043,"gmtCreate":1658847907082,"gmtModify":1676536216882,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TME 20240119 4.0 CALL\">$TME 20240119 4.0 CALL$</a>Come on,, long long&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/TME 20240119 4.0 CALL\">$TME 20240119 4.0 CALL$</a>Come on,, long long&nbsp;","text":"$TME 20240119 4.0 CALL$Come on,, long long","images":[{"img":"https://community-static.tradeup.com/news/6d4b35a10f52b7160c0f6bd51d2b72d1","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909860043","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9076367560,"gmtCreate":1657795875650,"gmtModify":1676536063118,"author":{"id":"4087908998580080","authorId":"4087908998580080","name":"Tonyap","avatar":"https://community-static.tradeup.com/news/6337999a027a8b09a5e28d4440190550","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087908998580080","authorIdStr":"4087908998580080"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076367560","repostId":"1170047161","repostType":4,"repost":{"id":"1170047161","pubTimestamp":1657788855,"share":"https://ttm.financial/m/news/1170047161?lang=&edition=fundamental","pubTime":"2022-07-14 16:54","market":"us","language":"en","title":"Buy Taiwan Semiconductor: Too Oversold","url":"https://stock-news.laohu8.com/highlight/detail?id=1170047161","media":"Seeking Alpha","summary":"SummaryPeople often say semiconductors are cyclical. In reality, the semiconductor industry has grow","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>People often say semiconductors are cyclical. In reality, the semiconductor industry has grown every decade since its inception considerably.</li><li>There is no evidence this trend will not continue. Foundry will likely grow even faster than the overall industry.</li><li>TSMC, which has all the top fabless players, including Apple, Nvidia, and even Intel, among its customers, is one of the best ways to invest in semiconductors.</li><li>TSMC is growing strongly despite its low teens valuation. Buy TSMC on unfounded recession and inflation concerns.</li></ul><p><b>Investment Thesis</b></p><p>Recently I detailed how Intel (INTC)is not executing as strongly as investors may have been starting to expect given the changes (especially increased funding) under new CEO Pat Gelsinger. So instead of (orin addition to) buying Intel for the turnaround in half a decade perhaps, here I will recommend a company that is executing in the present: Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (&#34;TSMC&#34;).</p><p>The combination of a comprehensive foundry chip manufacturing process technology portfolio, wafer price increases, and an ongoing record period of investments in more manufacturing capacity should bode well for continued growth into the future. Nevertheless, despite this compelling growth profile, TSMC is valued not much higher than Intel, and lower even than many no-growth companies. Buy the dip on overblown recession, inflation, and interest rate hikes concerns, none of which will impact TSMC long-term.</p><p><b>Analysis</b></p><p>TSMC achieved a $75B run rate in May, which means that after a few years of torrid growth that was accelerated due to COVID-19, TSMC is finally about to overtake Intel in revenue. Given that TSMC is spending this year about 4 times more in capex (to further increase its manufacturing capacity) than just a few years ago, TSMC is prudently preparing to accommodate even higher demand (and hence further growth) into the future.</p><p>However, as just alluded to, the crucial point is that TSMC isn&#39;t just an investment that was successful at the onset of COVID-19, which has now (at least from the point of view of investors, looking at the stock price trend) become out of favor due to issues such as inflation, recession fears, and interest rate hikes. Instead, investors should be reminded that semiconductors are still a growth industry, as it has been since every decade since its inception.</p><p>To illustrate this, the semiconductor industry became over $500B in size in 2020, and is widely expected to approach or reach $1T by 2030. In other words, while investors often describe semiconductors as cyclical, this is simply false, or misleading at best.</p><p>While it is true that building fabs takes years, which could lead to periods of overcapacity or undersupply, the only real part of this sector that is really influenced by such trends is the memory industry, since those are the most commoditized parts. However, TSMC has no significant memory business. So in contrast, chips (whether analog or digital) tend to be based on proprietary IP, which makes them the opposite of a commodity, and hence they are not influenced by cyclical trends, and hence neither is TSMC. QED.</p><p>Of course, TSMC will still be influenced by factors such as a recession that can influence (soften) demand, but the long-term trend as noted above is clearly up. So, since TSMC has over 50% market share in the foundry (outsourced chip manufacturing for often fabless companies) space, as the manufacturer for most of the largest chip companies such as Intel (INTC), Apple (AAPL), AMD (AMD), Qualcomm (QCOM) and Nvidia (NVDA), I would argue that this makes TSMC one of the safest and easiest investments to get exposure to the long-term growth of semiconductors.</p><blockquote>Looking ahead, as the world&#39;s largest reliable and effective capacity provider with our technology leadership, manufacturing excellence and customer trust, we are well positioned to capture the growth from the favorable industry megatrend with our differentiated technologies. We expect our long-term revenue to be between 15% and 20% CAGR over the next several years in U.S. dollar terms, of course, fueled by all four growth platform, which are smartphone, HPC, IoT and automotive.</blockquote><p><b>Valuation</b></p><p>It gets even more beautiful once one looks at the valuation one has to pay for TSMC currently. TSMC was rewarded with a premium valuation over the course of the second half of 2020, but TSMC has not been spared from the broad-based stock decline in the last half a year. This means TSMC is now valued the same as it was two years ago, despite that quarterly revenue has almost doubled from a bit over $10B to a bit below $20B. Such a fierce growth rate (at very high scale) is usually what one would rather expect from best-in-class software companies.</p><p>In numbers, with $1.4 EPS in Q1, this implies a 14 P/E ratio. While investors may argue that the time of high valuations is over (at least for the time being), given TSMC&#39;s growth, which as argued is likely to continue for the next decade, the company arguably deserves a premium valuation. Instead, the valuation has declined to a multi-year low. For comparison, even a no-growth company like PepsiCo (PEP) sports a 26 P/E. This means that the risk-reward ratio and the potential shareholder return from a position at the current price has significantly shifted in favor of long-term investors.</p><p><img src=\"https://static.tigerbbs.com/0284fd00ed42b7cd16d1928d8e0bacca\" tg-width=\"640\" tg-height=\"205\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>In conclusion, the stock price may arguably double based on multiple expansion alone, and this is before any future increase in earnings, as investors expect TSMC to grow revenue by double digits through 2026.</p><p><b>Risks</b></p><p>The primary risk is a geopolitical one.</p><p>Secondly, the next risk will arise in the next 5-10 years, which is the rise of Intel Foundry Services in conjunction with TSMC&#39;s loss of process leadership to Intel. Nevertheless, as mentioned this risk is still far out, as Intel is only just starting to build the fabs that will one day build foundry chips. In addition, as noted the semiconductor industry is not a zero-sum game, as the overall pie is getting bigger over time. Lastly, in the short-term, Intel increasing its own reliance on foundry capacity for a variety of businesses (such as graphics) actually benefits TSMC.</p><p><b>Investor Takeaway</b></p><p>Simply put, TSMC is the Microsoft (MSFT) of semiconductors given its reliable and meaningful growth over time that, per TSMC&#39;s guidance which is based on customer input, is set to continue well into the future. Nevertheless, at the time of writing, the shares are being sold for just 14x P/E. Given the trends discussed, the current price will more likely than not end up being seen as a very nice opportunity several years down the road, which means investors with the prescience to act now may be nicely rewarded.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy Taiwan Semiconductor: Too Oversold</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\">\nBuy Taiwan Semiconductor: Too Oversold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 16:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523072-buy-tsmc-too-oversold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPeople often say semiconductors are cyclical. In reality, the semiconductor industry has grown every decade since its inception considerably.There is no evidence this trend will not continue. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4523072-buy-tsmc-too-oversold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4523072-buy-tsmc-too-oversold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170047161","content_text":"SummaryPeople often say semiconductors are cyclical. In reality, the semiconductor industry has grown every decade since its inception considerably.There is no evidence this trend will not continue. Foundry will likely grow even faster than the overall industry.TSMC, which has all the top fabless players, including Apple, Nvidia, and even Intel, among its customers, is one of the best ways to invest in semiconductors.TSMC is growing strongly despite its low teens valuation. Buy TSMC on unfounded recession and inflation concerns.Investment ThesisRecently I detailed how Intel (INTC)is not executing as strongly as investors may have been starting to expect given the changes (especially increased funding) under new CEO Pat Gelsinger. So instead of (orin addition to) buying Intel for the turnaround in half a decade perhaps, here I will recommend a company that is executing in the present: Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (\"TSMC\").The combination of a comprehensive foundry chip manufacturing process technology portfolio, wafer price increases, and an ongoing record period of investments in more manufacturing capacity should bode well for continued growth into the future. Nevertheless, despite this compelling growth profile, TSMC is valued not much higher than Intel, and lower even than many no-growth companies. Buy the dip on overblown recession, inflation, and interest rate hikes concerns, none of which will impact TSMC long-term.AnalysisTSMC achieved a $75B run rate in May, which means that after a few years of torrid growth that was accelerated due to COVID-19, TSMC is finally about to overtake Intel in revenue. Given that TSMC is spending this year about 4 times more in capex (to further increase its manufacturing capacity) than just a few years ago, TSMC is prudently preparing to accommodate even higher demand (and hence further growth) into the future.However, as just alluded to, the crucial point is that TSMC isn't just an investment that was successful at the onset of COVID-19, which has now (at least from the point of view of investors, looking at the stock price trend) become out of favor due to issues such as inflation, recession fears, and interest rate hikes. Instead, investors should be reminded that semiconductors are still a growth industry, as it has been since every decade since its inception.To illustrate this, the semiconductor industry became over $500B in size in 2020, and is widely expected to approach or reach $1T by 2030. In other words, while investors often describe semiconductors as cyclical, this is simply false, or misleading at best.While it is true that building fabs takes years, which could lead to periods of overcapacity or undersupply, the only real part of this sector that is really influenced by such trends is the memory industry, since those are the most commoditized parts. However, TSMC has no significant memory business. So in contrast, chips (whether analog or digital) tend to be based on proprietary IP, which makes them the opposite of a commodity, and hence they are not influenced by cyclical trends, and hence neither is TSMC. QED.Of course, TSMC will still be influenced by factors such as a recession that can influence (soften) demand, but the long-term trend as noted above is clearly up. So, since TSMC has over 50% market share in the foundry (outsourced chip manufacturing for often fabless companies) space, as the manufacturer for most of the largest chip companies such as Intel (INTC), Apple (AAPL), AMD (AMD), Qualcomm (QCOM) and Nvidia (NVDA), I would argue that this makes TSMC one of the safest and easiest investments to get exposure to the long-term growth of semiconductors.Looking ahead, as the world's largest reliable and effective capacity provider with our technology leadership, manufacturing excellence and customer trust, we are well positioned to capture the growth from the favorable industry megatrend with our differentiated technologies. We expect our long-term revenue to be between 15% and 20% CAGR over the next several years in U.S. dollar terms, of course, fueled by all four growth platform, which are smartphone, HPC, IoT and automotive.ValuationIt gets even more beautiful once one looks at the valuation one has to pay for TSMC currently. TSMC was rewarded with a premium valuation over the course of the second half of 2020, but TSMC has not been spared from the broad-based stock decline in the last half a year. This means TSMC is now valued the same as it was two years ago, despite that quarterly revenue has almost doubled from a bit over $10B to a bit below $20B. Such a fierce growth rate (at very high scale) is usually what one would rather expect from best-in-class software companies.In numbers, with $1.4 EPS in Q1, this implies a 14 P/E ratio. While investors may argue that the time of high valuations is over (at least for the time being), given TSMC's growth, which as argued is likely to continue for the next decade, the company arguably deserves a premium valuation. Instead, the valuation has declined to a multi-year low. For comparison, even a no-growth company like PepsiCo (PEP) sports a 26 P/E. This means that the risk-reward ratio and the potential shareholder return from a position at the current price has significantly shifted in favor of long-term investors.Seeking AlphaIn conclusion, the stock price may arguably double based on multiple expansion alone, and this is before any future increase in earnings, as investors expect TSMC to grow revenue by double digits through 2026.RisksThe primary risk is a geopolitical one.Secondly, the next risk will arise in the next 5-10 years, which is the rise of Intel Foundry Services in conjunction with TSMC's loss of process leadership to Intel. Nevertheless, as mentioned this risk is still far out, as Intel is only just starting to build the fabs that will one day build foundry chips. In addition, as noted the semiconductor industry is not a zero-sum game, as the overall pie is getting bigger over time. Lastly, in the short-term, Intel increasing its own reliance on foundry capacity for a variety of businesses (such as graphics) actually benefits TSMC.Investor TakeawaySimply put, TSMC is the Microsoft (MSFT) of semiconductors given its reliable and meaningful growth over time that, per TSMC's guidance which is based on customer input, is set to continue well into the future. Nevertheless, at the time of writing, the shares are being sold for just 14x P/E. Given the trends discussed, the current price will more likely than not end up being seen as a very nice opportunity several years down the road, which means investors with the prescience to act now may be nicely rewarded.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}