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2023-12-14

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@JC888:Tesla won't hit $300 due to EU labour strike & US incentive removal.

2021-08-09

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BioNTech says has supplied more than 1 bln COVID-19 vaccine doses so far

2021-08-02

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August Is Actually A Great Month If You Own These 8 Stocks

2021-07-30

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2021-07-28

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2021-07-23

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2021-07-23

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Wall Street ekes out gains, led by tech, growth stocks

2021-07-16

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Don't Fear A Stock Market Crash

2021-07-16

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Investors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside

2021-07-15

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Netflix Plans to Offer Video Games in Push Beyond Films, TV

2021-07-12

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2021-07-12

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Megacap Tech Stocks Roar Back Into Vogue as Haven From Slowdown

2021-07-10

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Top 10 Cloud Stocks to Buy on the Next Dip

2021-07-02

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2021-07-01

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Tesla Second-Quarter Deliveries Could Clear 200,000, Set Record

2021-07-01

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Pinterest bans all weight loss ads

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I am referring to the labour strike in Europe. Sweden to be precise. “Surprised” by how little coverage there is in US media. Perhaps the media feels that: It is a small matter, unworthy of highlight and it will blow over soon. OR Everybody wants a christmas rally at Tesla, drive it up, plunder it profits before allowing reality to set it. I think there is a bit of truth in both of above reasonings. What is happening to Tesla in Europe? The Swedish labour groups have been taking industrial action against Tesla in a bid to get it to sign collective bargaining agreements with mechanics. (see above). The IF Metall union and Tesla Sweden have meet twice but failed to arrive at a compromised solution. Instead of trying to resolve the","listText":"The headwinds Tesla is encountering lately is gathering pace. I am referring to the labour strike in Europe. Sweden to be precise. “Surprised” by how little coverage there is in US media. Perhaps the media feels that: It is a small matter, unworthy of highlight and it will blow over soon. OR Everybody wants a christmas rally at Tesla, drive it up, plunder it profits before allowing reality to set it. I think there is a bit of truth in both of above reasonings. What is happening to Tesla in Europe? The Swedish labour groups have been taking industrial action against Tesla in a bid to get it to sign collective bargaining agreements with mechanics. (see above). The IF Metall union and Tesla Sweden have meet twice but failed to arrive at a compromised solution. Instead of trying to resolve the","text":"The headwinds Tesla is encountering lately is gathering pace. I am referring to the labour strike in Europe. Sweden to be precise. “Surprised” by how little coverage there is in US media. Perhaps the media feels that: It is a small matter, unworthy of highlight and it will blow over soon. OR Everybody wants a christmas rally at Tesla, drive it up, plunder it profits before allowing reality to set it. I think there is a bit of truth in both of above reasonings. What is happening to Tesla in Europe? The Swedish labour groups have been taking industrial action against Tesla in a bid to get it to sign collective bargaining agreements with mechanics. (see above). The IF Metall union and Tesla Sweden have meet twice but failed to arrive at a compromised solution. Instead of trying to resolve the","images":[{"img":"https://community-static.tradeup.com/news/9237132c92f6ca9d88693c198f0c90f9","width":"783","height":"151"},{"img":"https://community-static.tradeup.com/news/99695afd3c65c543d2e73fafda505047","width":"596","height":"132"},{"img":"https://community-static.tradeup.com/news/47756ef0dbb51f51d5abfab020fc5463","width":"729","height":"187"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250919295287336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898549392,"gmtCreate":1628513859816,"gmtModify":1703507338967,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898549392","repostId":"2158844506","repostType":4,"repost":{"id":"2158844506","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1628508062,"share":"https://ttm.financial/m/news/2158844506?lang=&edition=fundamental","pubTime":"2021-08-09 19:21","market":"us","language":"en","title":"BioNTech says has supplied more than 1 bln COVID-19 vaccine doses so far","url":"https://stock-news.laohu8.com/highlight/detail?id=2158844506","media":"Reuters","summary":"FRANKFURT, Aug 9 (Reuters) - BioNTech and partner Pfizer have supplied more than one billion doses o","content":"<p>FRANKFURT, Aug 9 (Reuters) - BioNTech and partner Pfizer have supplied more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> billion doses of their COVID-19 vaccine as per July 21, a bigger number than delivered by competitor AstraZeneca , the German biotech group said on Monday.</p>\n<p>AstraZeneca said on July 29 that it and its manufacturing partner, India-based Serum Institute, had supplied a billion doses to 170 countries at the time.</p>\n<p>Based on delivery contracts so far, BioNTech said in a statement it expects 15.9 billion euros ($18.7 billion) in revenue accruing to it from the vaccine this year, up from a forecast in May of 12.4 billion euros.</p>\n<p>That includes sales, milestone payments from partners and a share of gross profit in its partners' territories, the company added. ($1 = 0.8509 euros)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BioNTech says has supplied more than 1 bln COVID-19 vaccine doses so far</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBioNTech says has supplied more than 1 bln COVID-19 vaccine doses so far\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-09 19:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>FRANKFURT, Aug 9 (Reuters) - BioNTech and partner Pfizer have supplied more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> billion doses of their COVID-19 vaccine as per July 21, a bigger number than delivered by competitor AstraZeneca , the German biotech group said on Monday.</p>\n<p>AstraZeneca said on July 29 that it and its manufacturing partner, India-based Serum Institute, had supplied a billion doses to 170 countries at the time.</p>\n<p>Based on delivery contracts so far, BioNTech said in a statement it expects 15.9 billion euros ($18.7 billion) in revenue accruing to it from the vaccine this year, up from a forecast in May of 12.4 billion euros.</p>\n<p>That includes sales, milestone payments from partners and a share of gross profit in its partners' territories, the company added. ($1 = 0.8509 euros)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158844506","content_text":"FRANKFURT, Aug 9 (Reuters) - BioNTech and partner Pfizer have supplied more than one billion doses of their COVID-19 vaccine as per July 21, a bigger number than delivered by competitor AstraZeneca , the German biotech group said on Monday.\nAstraZeneca said on July 29 that it and its manufacturing partner, India-based Serum Institute, had supplied a billion doses to 170 countries at the time.\nBased on delivery contracts so far, BioNTech said in a statement it expects 15.9 billion euros ($18.7 billion) in revenue accruing to it from the vaccine this year, up from a forecast in May of 12.4 billion euros.\nThat includes sales, milestone payments from partners and a share of gross profit in its partners' territories, the company added. ($1 = 0.8509 euros)","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804046624,"gmtCreate":1627913705968,"gmtModify":1703497798584,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Great news for some!","listText":"Great news for some!","text":"Great news for some!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804046624","repostId":"1172320411","repostType":4,"repost":{"id":"1172320411","pubTimestamp":1627907414,"share":"https://ttm.financial/m/news/1172320411?lang=&edition=fundamental","pubTime":"2021-08-02 20:30","market":"us","language":"en","title":"August Is Actually A Great Month If You Own These 8 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1172320411","media":"investors","summary":"August is feared as $one$ of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.Eight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia,IBD Long-Term Leader$Microsoft$ and$Twitter$, are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.All these stocks not only topped the S&P 500 in August in each of the past five years.","content":"<p>August is feared as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the worst months for the S&amp;P 500 — and for good reason. But investorsstill find ways to make big money.</p>\n<p>Eight stocks inthe S&amp;P 500, mostly tech and communications services firms like<b>Nvidia</b>(NVDA),IBD Long-Term Leader<b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>(MSFT) and<b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>(TWTR), are complete standouts in the S&amp;P 500 in August, says an Investor's Business Daily analysis of data from S&amp;P Global Market Intelligence andMarketSmith.</p>\n<p>All these stocks not only topped the S&amp;P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.</p>\n<p>And that qualifies as a good August — which for most people ranks among the very worst months of the year.</p>\n<p><b>August Is Usually Tough For The S&amp;P 500</b></p>\n<p>Going back to 1950, the S&amp;P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.</p>\n<p>Andunderperformance in Augustisn't a fluke. It can sometimes come in dead last.</p>\n<p>\"August is the worst ... S&amp;P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"</p>\n<p>More recently, though, August spared S&amp;P 500 investors some of the pain.</p>\n<p>Last August, for instance, the S&amp;P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&amp;P 500 slipped 1.8%.</p>\n<p>But not all S&amp;P 500 stocks suffer in August.</p>\n<p><b>Technology Is The S&amp;P 500 Place To Be In August</b></p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> <a href=\"https://laohu8.com/S/AONE.U\">one</a> S&amp;P 500 sector routinely skates through August. Andit's technology.</p>\n<p>The Technology <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR (XLK) is the only sector out of the 11 that topped the S&amp;P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&amp;P 50o only rose 1.6% on average in August going back to 2016.</p>\n<p>And it's not just the overall S&amp;P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&amp;P 500 stocks in Augusthail from the tech sector.</p>\n<p>Take the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&amp;P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.</p>\n<p>Analysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?</p>\n<p>Another big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.</p>\n<p><b>Get Ready For August S&amp;P 500 Surprises</b></p>\n<p>August is only starting, and already investors are coming off some surprises. Expect more.</p>\n<p>Take <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.</p>\n<p>So, yes, August isn't usually great for the S&amp;P 500. But you can still find winners if you pick your spots in this tricky month.</p>\n<p><b>Top S&amp;P 500 Stocks In August</b></p>\n<p><i>All topped the index in each August for at least past five years</i></p>\n<p><img src=\"https://static.tigerbbs.com/3a7a31319541a52991d1b6112a83e82a\" tg-width=\"741\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","source":"lsy1610449120050","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>August Is Actually A Great Month If You Own These 8 Stocks</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\">\nAugust Is Actually A Great Month If You Own These 8 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services ...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","CTAS":"信达思","MA":"万事达","NVDA":"英伟达","TWTR":"Twitter","MSFT":"微软","SNPS":"新思科技","INTU":"财捷"},"source_url":"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172320411","content_text":"August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia(NVDA),IBD Long-Term LeaderMicrosoft(MSFT) andTwitter(TWTR), are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.\nAll these stocks not only topped the S&P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.\nAnd that qualifies as a good August — which for most people ranks among the very worst months of the year.\nAugust Is Usually Tough For The S&P 500\nGoing back to 1950, the S&P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.\nAndunderperformance in Augustisn't a fluke. It can sometimes come in dead last.\n\"August is the worst ... S&P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"\nMore recently, though, August spared S&P 500 investors some of the pain.\nLast August, for instance, the S&P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&P 500 slipped 1.8%.\nBut not all S&P 500 stocks suffer in August.\nTechnology Is The S&P 500 Place To Be In August\nJust one S&P 500 sector routinely skates through August. Andit's technology.\nThe Technology Select Sector SPDR (XLK) is the only sector out of the 11 that topped the S&P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&P 50o only rose 1.6% on average in August going back to 2016.\nAnd it's not just the overall S&P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&P 500 stocks in Augusthail from the tech sector.\nTake the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.\nAnalysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?\nAnother big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.\nGet Ready For August S&P 500 Surprises\nAugust is only starting, and already investors are coming off some surprises. Expect more.\nTake Twitter for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.\nSo, yes, August isn't usually great for the S&P 500. But you can still find winners if you pick your spots in this tricky month.\nTop S&P 500 Stocks In August\nAll topped the index in each August for at least past five years","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806231076,"gmtCreate":1627656781195,"gmtModify":1703494305608,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806231076","repostId":"1135561812","repostType":4,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803394466,"gmtCreate":1627409446355,"gmtModify":1703489425147,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Yes! Please!","listText":"Yes! Please!","text":"Yes! Please!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803394466","repostId":"2154990778","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175158088,"gmtCreate":1627015878344,"gmtModify":1703482506127,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175158088","repostId":"1113949436","repostType":4,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175159011,"gmtCreate":1627015712233,"gmtModify":1703482501389,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175159011","repostId":"1164478982","repostType":4,"repost":{"id":"1164478982","pubTimestamp":1626995319,"share":"https://ttm.financial/m/news/1164478982?lang=&edition=fundamental","pubTime":"2021-07-23 07:08","market":"us","language":"en","title":"Wall Street ekes out gains, led by tech, growth stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1164478982","media":"Reuters","summary":"NEW YORK  - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.A pull-back in economically sensitive cyclicals kept the S&P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture thei","content":"<p>NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.</p>\n<p>A pull-back in economically sensitive cyclicals kept the S&amp;P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.</p>\n<p>But megacap tech and tech-adjacent stocks, such as Microsoft Corp, Amazon.com, Apple Inc, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Alphabet Inc, rose ahead of their quarterly results next week, putting the Nasdaq out front.</p>\n<p>All three major U.S. stock indexes ended the session within 1% of their record closing highs.</p>\n<p>Growth stocks, which outperformed throughout the health crisis, were back in favor, gaining 0.8%, while the value index slipped by 0.5%.</p>\n<p>“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture their own growth like tech names, versus the view that economic growth will continue and you want to own cyclicals and value names,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York.</p>\n<p>The number of U.S. workers filing first-time applications for unemployment benefits spiked unexpectedly to 419,000 last week, a two-month high, according to the Labor Department.</p>\n<p>Market participants are closely watching labor market indicators for hints as to when the Federal Reserve, expected to convene next week for its two-day monetary policy meeting, will begin discussions about hiking key interest rates from near zero.</p>\n<p>“The jobless data today didn’t have a meaningful impact on markets or the economic outlook,” Carter added. “It’s now all about how much longer the Fed will tolerate low rates. The Fed seems to be favoring its full employment mandate more than its price stability mandate.”</p>\n<p>“Accordingly, the upcoming Fed meeting could be impactful,” Carter said.</p>\n<p>Benchmark Treasury yields eased after the bid at the largest-ever TIPS auction touched a record low, pressuring rate sensitive banks.</p>\n<p>The Dow Jones Industrial Average rose 25.35 points, or 0.07%, to 34,823.35, the S&amp;P 500 gained 8.79 points, or 0.20%, to 4,367.48 and the Nasdaq Composite added 52.64 points, or 0.36%, to 14,684.60.</p>\n<p>Of the 11 major sectors of the S&amp;P 500, tech was shining brightest, gaining 0.7%. Energy stocks suffered the largest percentage drop.</p>\n<p>The second-quarter reporting season barreled ahead at full-throttle, with 104 of the companies in the S&amp;P 500 having reported. Of those, 88% have beaten consensus estimates, according to Refinitiv.</p>\n<p>Drugmaker Biogen Inc gained 1.1% after hiking its full-year revenue guidance, while Domino’s Pizza Inc surged 14.6% to an all-time high on the heels of its quarterly report.</p>\n<p>Southwest Airlines Co posted a bigger-than-expected quarterly loss, sending its stock down 3.5%, and American Airlines Group Inc dipped 1.1% even after reporting a quarterly profit.</p>\n<p>The S&amp;P 1500 Airlines index ended the session off 1.7%.</p>\n<p>Shares of Texas Instruments Inc slid 5.3% after its current-quarter revenue forecast cast concerns as to whether the company will be able to meet spiking demand in the face of a global semiconductor shortage.</p>\n<p>The Philadelphia SE Semiconductor index ended the session down 0.9%.</p>\n<p>Chipmaker Intel Corp slipped more than 1% in extended trading after the chipmaker posted results and raised its annual revenue forecast.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.82-to-1 ratio; on Nasdaq, a 1.90-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.25 billion shares, compared with the 10.12 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ekes out gains, led by tech, growth stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ekes out gains, led by tech, growth stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164478982","content_text":"NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.\nA pull-back in economically sensitive cyclicals kept the S&P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.\nBut megacap tech and tech-adjacent stocks, such as Microsoft Corp, Amazon.com, Apple Inc, Facebook Inc and Alphabet Inc, rose ahead of their quarterly results next week, putting the Nasdaq out front.\nAll three major U.S. stock indexes ended the session within 1% of their record closing highs.\nGrowth stocks, which outperformed throughout the health crisis, were back in favor, gaining 0.8%, while the value index slipped by 0.5%.\n“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture their own growth like tech names, versus the view that economic growth will continue and you want to own cyclicals and value names,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York.\nThe number of U.S. workers filing first-time applications for unemployment benefits spiked unexpectedly to 419,000 last week, a two-month high, according to the Labor Department.\nMarket participants are closely watching labor market indicators for hints as to when the Federal Reserve, expected to convene next week for its two-day monetary policy meeting, will begin discussions about hiking key interest rates from near zero.\n“The jobless data today didn’t have a meaningful impact on markets or the economic outlook,” Carter added. “It’s now all about how much longer the Fed will tolerate low rates. The Fed seems to be favoring its full employment mandate more than its price stability mandate.”\n“Accordingly, the upcoming Fed meeting could be impactful,” Carter said.\nBenchmark Treasury yields eased after the bid at the largest-ever TIPS auction touched a record low, pressuring rate sensitive banks.\nThe Dow Jones Industrial Average rose 25.35 points, or 0.07%, to 34,823.35, the S&P 500 gained 8.79 points, or 0.20%, to 4,367.48 and the Nasdaq Composite added 52.64 points, or 0.36%, to 14,684.60.\nOf the 11 major sectors of the S&P 500, tech was shining brightest, gaining 0.7%. Energy stocks suffered the largest percentage drop.\nThe second-quarter reporting season barreled ahead at full-throttle, with 104 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus estimates, according to Refinitiv.\nDrugmaker Biogen Inc gained 1.1% after hiking its full-year revenue guidance, while Domino’s Pizza Inc surged 14.6% to an all-time high on the heels of its quarterly report.\nSouthwest Airlines Co posted a bigger-than-expected quarterly loss, sending its stock down 3.5%, and American Airlines Group Inc dipped 1.1% even after reporting a quarterly profit.\nThe S&P 1500 Airlines index ended the session off 1.7%.\nShares of Texas Instruments Inc slid 5.3% after its current-quarter revenue forecast cast concerns as to whether the company will be able to meet spiking demand in the face of a global semiconductor shortage.\nThe Philadelphia SE Semiconductor index ended the session down 0.9%.\nChipmaker Intel Corp slipped more than 1% in extended trading after the chipmaker posted results and raised its annual revenue forecast.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.82-to-1 ratio; on Nasdaq, a 1.90-to-1 ratio favored decliners.\nThe S&P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 54 new lows.\nVolume on U.S. exchanges was 8.25 billion shares, compared with the 10.12 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170479141,"gmtCreate":1626448206483,"gmtModify":1703760460963,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170479141","repostId":"1149577900","repostType":4,"repost":{"id":"1149577900","pubTimestamp":1626483617,"share":"https://ttm.financial/m/news/1149577900?lang=&edition=fundamental","pubTime":"2021-07-17 09:00","market":"us","language":"en","title":"Don't Fear A Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=1149577900","media":"seekingalpha","summary":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push ","content":"<p>Summary</p>\n<ul>\n <li>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.</li>\n <li>There are four main factors that this market exhibits that have the potential to cause a crash.</li>\n <li>Those factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.</li>\n <li>Preparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.</li>\n <li>A crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.</li>\n</ul>\n<p>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.</p>\n<p>An Abundance of 'Warnings'</p>\n<p>Simply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.</p>\n<ul>\n <li>Harry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.</li>\n <li>Jeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.</li>\n <li>John Hussmanhas warned that valuations are extreme, and called for the S&amp;P 500 to see 12 years of negative returns ahead and a &gt;60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"</li>\n</ul>\n<p>Yet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&amp;P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.</p>\n<p>Four Factors</p>\n<p>While there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.</p>\n<p>Excessive Speculation</p>\n<p>Speculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.</p>\n<p>While single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.</p>\n<p><img src=\"https://static.tigerbbs.com/dccc290398aed22a11cf41ae63a85bce\" tg-width=\"624\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>Margin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.</p>\n<p>Back in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.</p>\n<p>Speculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.</p>\n<p>Growth Slowdown</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/034a916ba93dac9b099409c5906bee37\" tg-width=\"631\" tg-height=\"563\" referrerpolicy=\"no-referrer\"><span>Graphic fromWeForumvia Statista</span></p>\n<p>The economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.</p>\n<p>Unemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.</p>\n<p>The market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.</p>\n<p>Peak Valuations</p>\n<p>Arguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/388dd5417e610209de84d8a86ca86f91\" tg-width=\"624\" tg-height=\"351\" referrerpolicy=\"no-referrer\"><span>Graphic fromBloomberg</span></p>\n<p>February and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising &gt;100% on rumors of mergers, only to fall &gt;50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.</p>\n<p>SPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a5ace269e2c48c6ad6bb5180ce32e48\" tg-width=\"635\" tg-height=\"535\" referrerpolicy=\"no-referrer\"><span>Data byYCharts</span></p>\n<p>Tech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.</p>\n<p>But these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&amp;P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/136219a2e6ea016fd91597c989fa1a9e\" tg-width=\"624\" tg-height=\"312\" referrerpolicy=\"no-referrer\"><span>Graphic fromCurrent Market Valuation</span></p>\n<p>And as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ab71b923769effdde5d09e1d3cd3fd\" tg-width=\"624\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><span>Graphic fromBusiness Insider</span></p>\n<p>Low Interest Rates</p>\n<p>The fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.</p>\n<p>When interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e8cb16f3b4b962cfa8adbffa4127b92\" tg-width=\"960\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Graphic fromJP Morgan</span></p>\n<p>Although rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.</p>\n<p>Is It Time To Prepare?</p>\n<p>Signs and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims of<i>x%</i>drops in<i>x</i>month are speculative in nature, unless that individual knows something unknown to the rest of the market.</p>\n<p>When facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like&nbsp;SPY&nbsp;and&nbsp;DIA&nbsp;could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.<i>Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.</i></p>\n<p>Again, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Fear A Stock Market Crash</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\">\nDon't Fear A Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149577900","content_text":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the potential to cause a crash.\nThose factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.\nPreparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.\nA crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.\nAn Abundance of 'Warnings'\nSimply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.\n\nHarry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.\nJeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.\nJohn Hussmanhas warned that valuations are extreme, and called for the S&P 500 to see 12 years of negative returns ahead and a >60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"\n\nYet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.\nFour Factors\nWhile there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.\nExcessive Speculation\nSpeculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.\nWhile single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.\n\nMargin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.\nBack in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.\nSpeculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.\nGrowth Slowdown\nGraphic fromWeForumvia Statista\nThe economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.\nUnemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.\nThe market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.\nPeak Valuations\nArguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.\nGraphic fromBloomberg\nFebruary and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising >100% on rumors of mergers, only to fall >50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.\nSPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.\nData byYCharts\nTech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.\nBut these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.\nGraphic fromCurrent Market Valuation\nAnd as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.\nGraphic fromBusiness Insider\nLow Interest Rates\nThe fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.\nWhen interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.\nGraphic fromJP Morgan\nAlthough rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.\nIs It Time To Prepare?\nSigns and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims ofx%drops inxmonth are speculative in nature, unless that individual knows something unknown to the rest of the market.\nWhen facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like SPY and DIA could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.\nAgain, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170444448,"gmtCreate":1626448111884,"gmtModify":1703760457357,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Really?","listText":"Really?","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170444448","repostId":"1171115394","repostType":4,"repost":{"id":"1171115394","pubTimestamp":1626441684,"share":"https://ttm.financial/m/news/1171115394?lang=&edition=fundamental","pubTime":"2021-07-16 21:21","market":"us","language":"en","title":"Investors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside","url":"https://stock-news.laohu8.com/highlight/detail?id=1171115394","media":"seekingalpha","summary":"Summary\n\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1","content":"<p><b>Summary</b></p>\n<ul>\n <li>The current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend.</li>\n <li>Any investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.</li>\n <li>The current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak.</li>\n</ul>\n<p>In apoll of my followers on LinkedInand Twitter, I asked, \"What US S&amp;P500 average annual return do you expect over the next 10 years?\" At the most extremes, 18% expected greater than 10%, while only 7% said less than zero percent. The majority said from 5-10%. In fact, most people see strong positive returns going forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ad66b8ae3f6ba781bf8dc6539440157\" tg-width=\"654\" tg-height=\"406\" referrerpolicy=\"no-referrer\"><span>But EV/EBITDA at 17.2x is way above average</span></p>\n<p>But EV/EBITDA at 17.2x is way above average</p>\n<p>The current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend. Any investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.</p>\n<p><img src=\"https://static.tigerbbs.com/455b1c6e46a203eac21cf1558f19a8b6\" tg-width=\"644\" tg-height=\"422\" referrerpolicy=\"no-referrer\"></p>\n<p>The market hasn't touched the Shiller CAPE 2000 peak</p>\n<p>Robert Shiller's cyclically adjusted PE ratio (CAPE) is now approaching 35x. It was only higher when it hit 42x during the dot com bubble in 2000. Consider that in 2000, US government long-term bonds were yielding about 5%, versus the current 1.5%. From this chart, you can see that the US market has been in a long bull run since the 1979 interest rate peak.</p>\n<p>A fundamental investor knows that the value of a stock is largely dependent on the discount rate, which depends on the US bond rates. The current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak. Based on this chart, a fundamental investor would say that the US market is now significantly overvalued.</p>\n<p><img src=\"https://static.tigerbbs.com/4fadd296792cb1ac8c32a0fd2505f479\" tg-width=\"648\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p>\n<p>Though expensive, we are not in uncharted territory</p>\n<p>We calculated the US stock market EV/EBITDA for each month from 1990 to today. We then broke those into ten deciles from cheapest month to most expensive. After that, we asked, \"How often was the market trading in that state?\" We found that 20% of the time, the US market traded in the decile of 8.1x to 8.8x EV/EBITA. Twelve percent of the time, the market traded below 8.1x, and 14% of the time, the market was trading above the most expensive decile &gt;12.3x. At 17.2x EV/EBITDA multiple, the US market is clearly expensive.</p>\n<p><img src=\"https://static.tigerbbs.com/afb8b967176a977c3e3aae8221fd54c9\" tg-width=\"608\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p>Today's buyers may not see positive returns</p>\n<p>We next asked, \"What were the forward returns earned if an investor were to buy the market at each decile?\" The results show that if you invested at the most common decile (8.1x to 8.8), you would have earned a 15% return over one year and 35% over five years.</p>\n<p>Those subsequent returns start to fall once the EV/EBTIDA rises above this decile (buying an expensive market means less gain). And most importantly, when the market trades in the most expensive decile (where we are now), subsequent 1, 2, and 3 returns were negative. An investor would have to wait five years to get a return only slightly above zero. A fundamental investor would consider this information and have a relatively negative view of the stock market.</p>\n<p><img src=\"https://static.tigerbbs.com/ee9eb026eb46cdd09709d7677a5ae00b\" tg-width=\"656\" tg-height=\"404\" referrerpolicy=\"no-referrer\">.</p>\n<p><img src=\"https://static.tigerbbs.com/ee9eb026eb46cdd09709d7677a5ae00b\" tg-width=\"656\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p>\n<p>Recent EPS collapse has been much shorter time</p>\n<p>The next chart considers the five main falls in earnings per share since 1900. One conclusion is that the fall in EPS has become less protracted. The Great Depression saw a four-year decline in earnings, while earnings fell for only 2 years from the 2000 peak and the 2007 peak. It is also fascinating to see that there was only a 20% fall in earnings in 2020, and that fall only happened over one year (2021 earnings are recovering).</p>\n<p>A fundamental investor could look at this chart and think that the recent crisis was quite minimal. This is partly because some sectors (info tech), some quality (high cash companies) and some size (large) companies did very well during this recent crisis. In addition, since many small or weak companies got destroyed, the supply of products and services has been reduced, which leads to strong pricing power for those that remain.</p>\n<p><img src=\"https://static.tigerbbs.com/445a232da0f6b76431ae38194fde2e22\" tg-width=\"622\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p>\n<p>Margin recovery is in place</p>\n<p>The net margins of corporate America have been on the rise since 1990. Over the past decade, they have averaged about 8%. The shaded areas on this chart show the period from peak to trough of net margin. The most significant thing about this chart is that the margin collapse is done and the margin recovery is underway. It is debatable whether the margin can recover to the prior peaks, but it is not unreasonable to say that the margin recovery has further to go. This could be positive for the US stock market.</p>\n<p><img src=\"https://static.tigerbbs.com/dbe8d0714e329dbc65b118f09f807e3f\" tg-width=\"658\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 21:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439518-investors-feel-almost-no-risk-of-long-term-u-s-stock-market-downside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend.\nAny ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439518-investors-feel-almost-no-risk-of-long-term-u-s-stock-market-downside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4439518-investors-feel-almost-no-risk-of-long-term-u-s-stock-market-downside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1171115394","content_text":"Summary\n\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend.\nAny investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.\nThe current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak.\n\nIn apoll of my followers on LinkedInand Twitter, I asked, \"What US S&P500 average annual return do you expect over the next 10 years?\" At the most extremes, 18% expected greater than 10%, while only 7% said less than zero percent. The majority said from 5-10%. In fact, most people see strong positive returns going forward.\nBut EV/EBITDA at 17.2x is way above average\nBut EV/EBITDA at 17.2x is way above average\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend. Any investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.\n\nThe market hasn't touched the Shiller CAPE 2000 peak\nRobert Shiller's cyclically adjusted PE ratio (CAPE) is now approaching 35x. It was only higher when it hit 42x during the dot com bubble in 2000. Consider that in 2000, US government long-term bonds were yielding about 5%, versus the current 1.5%. From this chart, you can see that the US market has been in a long bull run since the 1979 interest rate peak.\nA fundamental investor knows that the value of a stock is largely dependent on the discount rate, which depends on the US bond rates. The current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak. Based on this chart, a fundamental investor would say that the US market is now significantly overvalued.\n\nThough expensive, we are not in uncharted territory\nWe calculated the US stock market EV/EBITDA for each month from 1990 to today. We then broke those into ten deciles from cheapest month to most expensive. After that, we asked, \"How often was the market trading in that state?\" We found that 20% of the time, the US market traded in the decile of 8.1x to 8.8x EV/EBITA. Twelve percent of the time, the market traded below 8.1x, and 14% of the time, the market was trading above the most expensive decile >12.3x. At 17.2x EV/EBITDA multiple, the US market is clearly expensive.\n\nToday's buyers may not see positive returns\nWe next asked, \"What were the forward returns earned if an investor were to buy the market at each decile?\" The results show that if you invested at the most common decile (8.1x to 8.8), you would have earned a 15% return over one year and 35% over five years.\nThose subsequent returns start to fall once the EV/EBTIDA rises above this decile (buying an expensive market means less gain). And most importantly, when the market trades in the most expensive decile (where we are now), subsequent 1, 2, and 3 returns were negative. An investor would have to wait five years to get a return only slightly above zero. A fundamental investor would consider this information and have a relatively negative view of the stock market.\n.\n\nRecent EPS collapse has been much shorter time\nThe next chart considers the five main falls in earnings per share since 1900. One conclusion is that the fall in EPS has become less protracted. The Great Depression saw a four-year decline in earnings, while earnings fell for only 2 years from the 2000 peak and the 2007 peak. It is also fascinating to see that there was only a 20% fall in earnings in 2020, and that fall only happened over one year (2021 earnings are recovering).\nA fundamental investor could look at this chart and think that the recent crisis was quite minimal. This is partly because some sectors (info tech), some quality (high cash companies) and some size (large) companies did very well during this recent crisis. In addition, since many small or weak companies got destroyed, the supply of products and services has been reduced, which leads to strong pricing power for those that remain.\n\nMargin recovery is in place\nThe net margins of corporate America have been on the rise since 1990. Over the past decade, they have averaged about 8%. The shaded areas on this chart show the period from peak to trough of net margin. The most significant thing about this chart is that the margin collapse is done and the margin recovery is underway. It is debatable whether the margin can recover to the prior peaks, but it is not unreasonable to say that the margin recovery has further to go. This could be positive for the US stock market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147582288,"gmtCreate":1626364233844,"gmtModify":1703758824505,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147582288","repostId":"2151154518","repostType":4,"repost":{"id":"2151154518","pubTimestamp":1626361307,"share":"https://ttm.financial/m/news/2151154518?lang=&edition=fundamental","pubTime":"2021-07-15 23:01","market":"us","language":"en","title":"Netflix Plans to Offer Video Games in Push Beyond Films, TV","url":"https://stock-news.laohu8.com/highlight/detail?id=2151154518","media":"Bloomberg","summary":"(Bloomberg) -- Netflix Inc., marking its first big move beyond TV shows and films, is planning an ex","content":"<p>(Bloomberg) -- Netflix Inc., marking its first big move beyond TV shows and films, is planning an expansion into video games and has hired a former Electronic Arts Inc. and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. executive to lead the effort.</p>\n<p>Mike Verdu will join Netflix as vice president of game development, reporting to Chief Operating Officer Greg Peters, the company said on Wednesday. Verdu was previously Facebook’s vice president in charge of working with developers to bring games and other content to Oculus virtual-reality headsets.</p>\n<p>The idea is to offer video games on Netflix’s streaming platform within the next year, according to a person familiar with the situation. The games will appear alongside current fare as a new programming genre -- similar to what Netflix did with documentaries or stand-up specials. The company doesn’t currently plan to charge extra for the content, said the person, who asked not to be identified because the deliberations are private.</p>\n<p>Netflix shares gained as much as 3.3% to $566 in late trading after Bloomberg reported the news. The stock had been up 1.3% this year through Wednesday’s close.</p>\n<p>Netflix has been seeking ways to keep growing, especially in more saturated markets such as the U.S. That’s included building out its kids’ programming, opening an online shop to sell merchandise, and tapping Steven Spielberg to bring more prestigious movies to its lineup. The company remains well ahead of streaming rivals such as Disney+ or HBO Max, but it added fewer subscribers than expected in its most recently reported quarter.</p>\n<p>Pushing into games would be <a href=\"https://laohu8.com/S/AONE\">one</a> of Netflix’s boldest moves yet. In Verdu, the company has an executive who worked on popular mobile games at Electronic Arts, including titles in the Sims, Plants vs. Zombies and Star Wars franchises. He also served as chief creative officer for <a href=\"https://laohu8.com/S/ZNGA\">Zynga</a> Inc. between 2009 and 2012.</p>\n<p>Netflix will be building out its gaming team in the coming months, according to the person familiar with the matter. The company has already started advertising for game-development related positions on its website.</p>\n<p>Video games give Netflix another way to lure new customers and also offer something none of its direct competitors currently provides. Walt Disney Co., AT&amp;T Inc.’s WarnerMedia and Amazon.com Inc. all have access to live sports, but they don’t have gaming within their main video services.</p>\n<p>Ultimately, the move may make it easier for Netflix to justify price increases in coming years. Games also serve the purpose of helping market existing shows.</p>\n<p>Many of the largest tech companies do sell gaming options in addition to their video services. Apple Inc. has a platform called Arcade for games -- as well as a TV+ service for original video projects. But it charges extra for the gaming.</p>\n<p>What Bloomberg Intelligence says:“This is a natural extension of its Netflix’s content strategy, allowing it to mine intellectual property from popular shows like ‘Stranger Things.’ Though it may not generate much additional revenue, it will help deepen engagement and increase the service’s appeal and pricing power. Don’t expect this to be a turning point, but it shows that the company will explore new formats to increase time spent on the platform.”-- Geetha Ranganathan, BI media analyst</p>\n<p>The news jolted shares of GameStop Corp., the video-game retailer that’s been attempting a comeback. It fell as much as 10% in extended trading Wednesday.</p>\n<p>Evidence of Netflix’s plans to add games has already begun to appear in files hidden deep within the company’s app, according to research conducted by iOS developer Steve Moser that was shared with Bloomberg.</p>\n<p>Netflix has previously licensed the rights to games based on its shows -- including “Stranger Things” -- but this new initiative is much larger in scope. The Los Gatos, California-based company has yet to settle on a game-development strategy, said the person. In typical Netflix fashion, the company may start with just a few games and build from there.</p>\n<p>Interactive Shows</p>\n<p>Netflix also has made earlier forays into interactive programming, such as choose-your-own-adventure-style shows. It created versions of programs like “Carmen Sandiego” and “Black Mirror” in that format, which stops short of being a true video game.</p>\n<p>Netflix co-Chief Executive Officers Reed Hastings and Ted Sarandos have shared their interest in pushing into gaming in recent calls with analysts. They’ve also identified the battle-royale shooter game Fortnite as a competitor for its customers’ time.</p>\n<p>Still, Hollywood studios have a checkered history in the video-game business. Some companies have had a lot of success licensing their movies or TV shows for games, and Warner Bros. has created a handful of hit titles in-house over the years.</p>\n<p>But Disney, the world’s largest entertainment company, shut down most of its in-house gaming operations after years of unsuccessful efforts. It has since focused on licensing Marvel and Stars Wars properties for games.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Plans to Offer Video Games in Push Beyond Films, TV</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Plans to Offer Video Games in Push Beyond Films, TV\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 23:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/netflix-plans-offer-video-games-232147216.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Netflix Inc., marking its first big move beyond TV shows and films, is planning an expansion into video games and has hired a former Electronic Arts Inc. and Facebook Inc. executive to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/netflix-plans-offer-video-games-232147216.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","DIS":"迪士尼","AMZN":"亚马逊","NFLX":"奈飞","GME":"游戏驿站","T":"美国电话电报","ZNGA":"Zynga","EA":"艺电","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/netflix-plans-offer-video-games-232147216.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2151154518","content_text":"(Bloomberg) -- Netflix Inc., marking its first big move beyond TV shows and films, is planning an expansion into video games and has hired a former Electronic Arts Inc. and Facebook Inc. executive to lead the effort.\nMike Verdu will join Netflix as vice president of game development, reporting to Chief Operating Officer Greg Peters, the company said on Wednesday. Verdu was previously Facebook’s vice president in charge of working with developers to bring games and other content to Oculus virtual-reality headsets.\nThe idea is to offer video games on Netflix’s streaming platform within the next year, according to a person familiar with the situation. The games will appear alongside current fare as a new programming genre -- similar to what Netflix did with documentaries or stand-up specials. The company doesn’t currently plan to charge extra for the content, said the person, who asked not to be identified because the deliberations are private.\nNetflix shares gained as much as 3.3% to $566 in late trading after Bloomberg reported the news. The stock had been up 1.3% this year through Wednesday’s close.\nNetflix has been seeking ways to keep growing, especially in more saturated markets such as the U.S. That’s included building out its kids’ programming, opening an online shop to sell merchandise, and tapping Steven Spielberg to bring more prestigious movies to its lineup. The company remains well ahead of streaming rivals such as Disney+ or HBO Max, but it added fewer subscribers than expected in its most recently reported quarter.\nPushing into games would be one of Netflix’s boldest moves yet. In Verdu, the company has an executive who worked on popular mobile games at Electronic Arts, including titles in the Sims, Plants vs. Zombies and Star Wars franchises. He also served as chief creative officer for Zynga Inc. between 2009 and 2012.\nNetflix will be building out its gaming team in the coming months, according to the person familiar with the matter. The company has already started advertising for game-development related positions on its website.\nVideo games give Netflix another way to lure new customers and also offer something none of its direct competitors currently provides. Walt Disney Co., AT&T Inc.’s WarnerMedia and Amazon.com Inc. all have access to live sports, but they don’t have gaming within their main video services.\nUltimately, the move may make it easier for Netflix to justify price increases in coming years. Games also serve the purpose of helping market existing shows.\nMany of the largest tech companies do sell gaming options in addition to their video services. Apple Inc. has a platform called Arcade for games -- as well as a TV+ service for original video projects. But it charges extra for the gaming.\nWhat Bloomberg Intelligence says:“This is a natural extension of its Netflix’s content strategy, allowing it to mine intellectual property from popular shows like ‘Stranger Things.’ Though it may not generate much additional revenue, it will help deepen engagement and increase the service’s appeal and pricing power. Don’t expect this to be a turning point, but it shows that the company will explore new formats to increase time spent on the platform.”-- Geetha Ranganathan, BI media analyst\nThe news jolted shares of GameStop Corp., the video-game retailer that’s been attempting a comeback. It fell as much as 10% in extended trading Wednesday.\nEvidence of Netflix’s plans to add games has already begun to appear in files hidden deep within the company’s app, according to research conducted by iOS developer Steve Moser that was shared with Bloomberg.\nNetflix has previously licensed the rights to games based on its shows -- including “Stranger Things” -- but this new initiative is much larger in scope. The Los Gatos, California-based company has yet to settle on a game-development strategy, said the person. In typical Netflix fashion, the company may start with just a few games and build from there.\nInteractive Shows\nNetflix also has made earlier forays into interactive programming, such as choose-your-own-adventure-style shows. It created versions of programs like “Carmen Sandiego” and “Black Mirror” in that format, which stops short of being a true video game.\nNetflix co-Chief Executive Officers Reed Hastings and Ted Sarandos have shared their interest in pushing into gaming in recent calls with analysts. They’ve also identified the battle-royale shooter game Fortnite as a competitor for its customers’ time.\nStill, Hollywood studios have a checkered history in the video-game business. Some companies have had a lot of success licensing their movies or TV shows for games, and Warner Bros. has created a handful of hit titles in-house over the years.\nBut Disney, the world’s largest entertainment company, shut down most of its in-house gaming operations after years of unsuccessful efforts. It has since focused on licensing Marvel and Stars Wars properties for games.","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146624446,"gmtCreate":1626077807785,"gmtModify":1703752866012,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/146624446","repostId":"2150267773","repostType":4,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146620428,"gmtCreate":1626077461264,"gmtModify":1703752854233,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146620428","repostId":"2150230102","repostType":4,"repost":{"id":"2150230102","pubTimestamp":1626075900,"share":"https://ttm.financial/m/news/2150230102?lang=&edition=fundamental","pubTime":"2021-07-12 15:45","market":"us","language":"en","title":"Megacap Tech Stocks Roar Back Into Vogue as Haven From Slowdown","url":"https://stock-news.laohu8.com/highlight/detail?id=2150230102","media":"Bloomberg","summary":"(Bloomberg) -- Investors are getting excited about Big Tech again.\nWith resurgent doubts about the s","content":"<p>(Bloomberg) -- Investors are getting excited about Big Tech again.</p>\n<p>With resurgent doubts about the strength of the post-pandemic boom, traders are shifting back into the tech behemoths whose dominance of high-growth industries leaves them poised to keep sales and profits rising even if the economy slows.</p>\n<p>That’s fueled a run of outperformance since the beginning of June and marks a shift from early this year, when the so-called reflation trade was all the rage as investors plowed into the stocks of companies whose fortunes are closely tethered to cyclical swings in the economy.</p>\n<p>As a result, the market value of the five biggest technology companies -- Apple Inc., Microsoft Corp., Amazon.com Inc., Alphabet Inc. and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. -- has surged more than $1 trillion since the beginning of June.</p>\n<p>“Growth at 100% can’t be maintained and, as this subsides back to something more normal, that is going to push investors back in the direction of growth stocks,” said Jim Meyer, chief investment officer at <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Bridge Advisors.</p>\n<p>The tech-interest revival reflects rising sentiment that the rapid growth set off by the nation’s reopening won’t be sustained in the long run. Such views helped drive down yields on Treasury bonds this week, though that drop was partially reversed Friday during a broad-based rally in the stock market.</p>\n<p>The tech industry goliaths may also have benefited from the cool-down in so-called meme stocks, those targeted en mass on social media by individual investors seeking to pocket quick gains. With fewer places to go, some have been gravitating to the biggest tech companies instead, according to a report by Vanda Research. The firm’s Ben Onatibia and Giacomo Pierantoni said they have seen “relentless” retail demand for the chipmaker Nvidia Corp. that is spreading to Amazon and Apple, “bringing back memories of last year’s summer rally.”</p>\n<p>The upcoming release of second-quarter earnings reports may add to investors’ optimism. All five companies are expected to post double-digit revenue growth, with an increase of 30% seen for Amazon and 50% for both Alphabet and Facebook, according to data compiled by Bloomberg. Revenue for the overall S&amp;P 500 is expected to expand 19%.</p>\n<p>“They really should be owned in the long term,” said Richard Saperstein, chief investment officer at Treasury Partners, which has $9 billion in assets under management. “You have accelerating revenues, whether it’s in cloud or search or online commerce, and you have just enormous amounts of capital expenditure conducted annually that leads to potential new business opportunities and innovation.”</p>\n<p>The fate of the five biggest U.S. technology stocks has huge sway over broader market indexes: with a combined value of about $9 trillion, they account for nearly a quarter of the S&amp;P 500 index and are worth more than its smallest 356 companies combined, according to data compiled by Bloomberg.</p>\n<p>So far, Apple and Amazon have led the rebound in megacap tech. Apple got a boost this week from JPMorgan Chase &amp; Co., which said it’s a good time to buy the stock because excitement about the company’s next iPhone will build in the second half of the year. Shares of the Cupertino, California-based company rose 3.7%, hitting its first record in five months.</p>\n<p>Amazon.com notched a 5.9% gain in its first week under the leadership of Andy Jassy, fueled in part by the Pentagon’s announcement that it will scrap the $10 billion contract it had awarded to Microsoft in 2019 and divide the job between the two.</p>\n<p>China’s crackdown on technology companies such as ride-hailing giant Didi in recent weeks increased interest in U.S. companies as an alternative. And Facebook was aided when a judge recently dismissed a lawsuit by the Federal Trade Commission, driving the company’s valuation over $1 trillion for the first time.</p>\n<p>The recent surge has been met with plenty of skepticism. According to $Bank of America Corp(BAC-N)$., clients have been selling into the recent rally. Tech and communication services -- the sector that includes both Alphabet and Facebook -- “have seen record or near-record sales over the last four weeks.” Bank of America strategist Jill Carey Hall said the outperformance appears to be “a head-fake.”</p>\n<p>David Katz, chief investment officer at Matrix Asset Advisors, doubted that the outsize run for companies such as Apple can be sustained.</p>\n<p>“It is a powerful company that has recreated itself several times over, but it is not cheap,” he said in an interview. “We own it and are comfortable with it, but we think the sizable six-week breather in the rotation to value will be just that: a breather.”</p>","source":"yahoofinance","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>Megacap Tech Stocks Roar Back Into Vogue as Haven From Slowdown</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\">\nMegacap Tech Stocks Roar Back Into Vogue as Haven From Slowdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/megacap-tech-stocks-roar-back-200000651.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Investors are getting excited about Big Tech again.\nWith resurgent doubts about the strength of the post-pandemic boom, traders are shifting back into the tech behemoths whose dominance...</p>\n\n<a href=\"https://finance.yahoo.com/news/megacap-tech-stocks-roar-back-200000651.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","GOOG":"谷歌","09086":"华夏纳指-U","GOOGL":"谷歌A","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/megacap-tech-stocks-roar-back-200000651.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2150230102","content_text":"(Bloomberg) -- Investors are getting excited about Big Tech again.\nWith resurgent doubts about the strength of the post-pandemic boom, traders are shifting back into the tech behemoths whose dominance of high-growth industries leaves them poised to keep sales and profits rising even if the economy slows.\nThat’s fueled a run of outperformance since the beginning of June and marks a shift from early this year, when the so-called reflation trade was all the rage as investors plowed into the stocks of companies whose fortunes are closely tethered to cyclical swings in the economy.\nAs a result, the market value of the five biggest technology companies -- Apple Inc., Microsoft Corp., Amazon.com Inc., Alphabet Inc. and Facebook Inc. -- has surged more than $1 trillion since the beginning of June.\n“Growth at 100% can’t be maintained and, as this subsides back to something more normal, that is going to push investors back in the direction of growth stocks,” said Jim Meyer, chief investment officer at Tower Bridge Advisors.\nThe tech-interest revival reflects rising sentiment that the rapid growth set off by the nation’s reopening won’t be sustained in the long run. Such views helped drive down yields on Treasury bonds this week, though that drop was partially reversed Friday during a broad-based rally in the stock market.\nThe tech industry goliaths may also have benefited from the cool-down in so-called meme stocks, those targeted en mass on social media by individual investors seeking to pocket quick gains. With fewer places to go, some have been gravitating to the biggest tech companies instead, according to a report by Vanda Research. The firm’s Ben Onatibia and Giacomo Pierantoni said they have seen “relentless” retail demand for the chipmaker Nvidia Corp. that is spreading to Amazon and Apple, “bringing back memories of last year’s summer rally.”\nThe upcoming release of second-quarter earnings reports may add to investors’ optimism. All five companies are expected to post double-digit revenue growth, with an increase of 30% seen for Amazon and 50% for both Alphabet and Facebook, according to data compiled by Bloomberg. Revenue for the overall S&P 500 is expected to expand 19%.\n“They really should be owned in the long term,” said Richard Saperstein, chief investment officer at Treasury Partners, which has $9 billion in assets under management. “You have accelerating revenues, whether it’s in cloud or search or online commerce, and you have just enormous amounts of capital expenditure conducted annually that leads to potential new business opportunities and innovation.”\nThe fate of the five biggest U.S. technology stocks has huge sway over broader market indexes: with a combined value of about $9 trillion, they account for nearly a quarter of the S&P 500 index and are worth more than its smallest 356 companies combined, according to data compiled by Bloomberg.\nSo far, Apple and Amazon have led the rebound in megacap tech. Apple got a boost this week from JPMorgan Chase & Co., which said it’s a good time to buy the stock because excitement about the company’s next iPhone will build in the second half of the year. Shares of the Cupertino, California-based company rose 3.7%, hitting its first record in five months.\nAmazon.com notched a 5.9% gain in its first week under the leadership of Andy Jassy, fueled in part by the Pentagon’s announcement that it will scrap the $10 billion contract it had awarded to Microsoft in 2019 and divide the job between the two.\nChina’s crackdown on technology companies such as ride-hailing giant Didi in recent weeks increased interest in U.S. companies as an alternative. And Facebook was aided when a judge recently dismissed a lawsuit by the Federal Trade Commission, driving the company’s valuation over $1 trillion for the first time.\nThe recent surge has been met with plenty of skepticism. According to $Bank of America Corp(BAC-N)$., clients have been selling into the recent rally. Tech and communication services -- the sector that includes both Alphabet and Facebook -- “have seen record or near-record sales over the last four weeks.” Bank of America strategist Jill Carey Hall said the outperformance appears to be “a head-fake.”\nDavid Katz, chief investment officer at Matrix Asset Advisors, doubted that the outsize run for companies such as Apple can be sustained.\n“It is a powerful company that has recreated itself several times over, but it is not cheap,” he said in an interview. “We own it and are comfortable with it, but we think the sizable six-week breather in the rotation to value will be just that: a breather.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141774034,"gmtCreate":1625896011928,"gmtModify":1703750664079,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Useful info","listText":"Useful info","text":"Useful info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141774034","repostId":"2150370120","repostType":4,"repost":{"id":"2150370120","pubTimestamp":1625879410,"share":"https://ttm.financial/m/news/2150370120?lang=&edition=fundamental","pubTime":"2021-07-10 09:10","market":"us","language":"en","title":"Top 10 Cloud Stocks to Buy on the Next Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2150370120","media":"Motley Fool","summary":"How can you capitalize on secular growth trends like digital transformation, artificial intelligence (AI), cybersecurity, analytics, video streaming, work from anywhere, the gig economy, and more? Last time, I covered stocks six through 10 on the list, and today I cover my top five!","content":"<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.</p>\n<p>If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.</p>\n<p>Cloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?</p>\n<p>I'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.</p>\n<p>#10.<b>salesforce.com</b>&nbsp;(NYSE:CRM) is the leader in customer relationship management (CRM). <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiring<b>Slack</b> (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.</p>\n<p>#9.<b>DocuSign</b>(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.</p>\n<p>#8.<b>Twilio</b> (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:</p>\n<ul>\n <li><b>Messaging:</b> You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.</li>\n <li><b>Customer engagement:</b>Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.</li>\n <li><b>Marketing:</b>Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.</li>\n <li><b>Business email services:</b> Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.</li>\n</ul>\n<p>#7<b>The Trade Desk</b> (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. Think<b>Roku</b> (NASDAQ:ROKU), YouTube, part of<b>Alphabet</b> (NASDAQ:GOOGL),<b>Amazon</b> Prime (NASDAQ:AMZN),<b>Disney</b>'s Disney+&nbsp;(NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.</p>\n<p>#6.<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b> (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.</p>\n<p>In case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.&nbsp;</p>\n<p><i>Cloud computing</i> refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.&nbsp;</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?&nbsp;</p>\n<p>#5. <b>Zscaler</b> (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion.&nbsp;</p>\n<p>#4. <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions.&nbsp;</p>\n<p>Datadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with <b>Microsoft</b> (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> to provide real-time monitoring and threat detection across the <b>Salesforce</b> (NASDAQ:DDOG)&nbsp;platform.</p>\n<p>From a product perspective, here are the highlights:</p>\n<ul>\n <li><b>Application performance monitoring (APM) </b>provides visibility into application functionality and health.&nbsp;</li>\n <li><b>Infrastructure monitoring </b>allows businesses to monitor IT infrastructure.</li>\n <li><b>Log management </b>provides visualization and data for any performance problems.</li>\n <li><b>User experience monitoring </b>includes both synthetics and real user monitoring (RUM).</li>\n <li><b>Network performance monitoring </b>allows insights and analysis into network traffic flow from both hybrid and cloud environments.</li>\n <li><b>Incident management and continuous profiler </b>improves workflows.&nbsp;</li>\n <li><b>Security monitoring </b>provides threat detection.</li>\n</ul>\n<p>#3. <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></b> (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform.&nbsp;</p>\n<p>As you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's <b>Berkshire Hathaway</b> (NYSE:BRK.A). Snowflake's clients include <b>Apple</b> (NASDAQ:AAPL), <b>Nike</b> (NYSE:NKE), <b>Mastercard</b> (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list.&nbsp;</p>\n<p>#2. <b>Cloudflare</b>'s (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's <a href=\"https://laohu8.com/S/AONE\">one</a> of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment.&nbsp;</p>\n<p>#1 <b>Crowdstrike</b> (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution.&nbsp;</p>\n<p>Cyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.</p>\n<p>If you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Cloud Stocks to Buy on the Next Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop 10 Cloud Stocks to Buy on the Next Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc.","SNOW":"Snowflake","ZS":"Zscaler Inc.","CRM":"赛富时","DOCU":"Docusign","ZM":"Zoom","TTD":"Trade Desk Inc.","CRWD":"CrowdStrike Holdings, Inc.","TWLO":"Twilio Inc","DDOG":"Datadog"},"source_url":"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150370120","content_text":"Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.\nIf you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.\nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.\nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?\nI'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.\n#10.salesforce.com (NYSE:CRM) is the leader in customer relationship management (CRM). Salesforce is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiringSlack (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.\n#9.DocuSign(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.\n#8.Twilio (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:\n\nMessaging: You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.\nCustomer engagement:Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.\nMarketing:Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.\nBusiness email services: Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.\n\n#7The Trade Desk (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. ThinkRoku (NASDAQ:ROKU), YouTube, part ofAlphabet (NASDAQ:GOOGL),Amazon Prime (NASDAQ:AMZN),Disney's Disney+ (NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.\n#6.Zoom Video (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.\nIn case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective. \nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines. \nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio? \n#5. Zscaler (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion. \n#4. Datadog (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions. \nDatadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with Microsoft (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with Salesforce to provide real-time monitoring and threat detection across the Salesforce (NASDAQ:DDOG) platform.\nFrom a product perspective, here are the highlights:\n\nApplication performance monitoring (APM) provides visibility into application functionality and health. \nInfrastructure monitoring allows businesses to monitor IT infrastructure.\nLog management provides visualization and data for any performance problems.\nUser experience monitoring includes both synthetics and real user monitoring (RUM).\nNetwork performance monitoring allows insights and analysis into network traffic flow from both hybrid and cloud environments.\nIncident management and continuous profiler improves workflows. \nSecurity monitoring provides threat detection.\n\n#3. Snowflake (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform. \nAs you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's Berkshire Hathaway (NYSE:BRK.A). Snowflake's clients include Apple (NASDAQ:AAPL), Nike (NYSE:NKE), Mastercard (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list. \n#2. Cloudflare's (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's one of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment. \n#1 Crowdstrike (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution. \nCyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.\nIf you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156231716,"gmtCreate":1625223849435,"gmtModify":1703738708511,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156231716","repostId":"1190296598","repostType":4,"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158296798,"gmtCreate":1625150071114,"gmtModify":1703737249222,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158296798","repostId":"1186720190","repostType":4,"repost":{"id":"1186720190","pubTimestamp":1625145733,"share":"https://ttm.financial/m/news/1186720190?lang=&edition=fundamental","pubTime":"2021-07-01 21:22","market":"us","language":"en","title":"Tesla Second-Quarter Deliveries Could Clear 200,000, Set Record","url":"https://stock-news.laohu8.com/highlight/detail?id=1186720190","media":"Bloomberg","summary":"Company likely overcame chip shortage and congestion at ports\nFaster, refreshed Model S Plaid was in","content":"<ul>\n <li>Company likely overcame chip shortage and congestion at ports</li>\n <li>Faster, refreshed Model S Plaid was introduced last month</li>\n</ul>\n<p>Wall Street expects&nbsp;Tesla Inc. to report deliveries of roughly 200,000 vehicles in the latest quarter, which would be a milestone for the electric-car makerled by Chief Executive Officer Elon Musk.</p>\n<p>Deliveries are one of the most closely watch indicators at Tesla: They underpin its financial results and are widely seen as a barometer of consumer demand for EVs as a whole because the company is the market leader in battery-powered cars.</p>\n<p>Eleven analysts surveyed by Bloomberg expect Tesla to report deliveries of 204,160 vehicles in the second quarter. The company typically sells vehicles right up until midnight on the last day of the period, which ended Wednesday. The company could announce production and delivery figures as soon as Friday. It&nbsp;delivered&nbsp;a record 184,800 cars in the first quarter.</p>\n<p>Tight inventory, a global chip shortage and congestion at ports have weighed on automakers as the world slowly emerges from the pandemic. But Tesla likely managed inventory and matched output to meet consumer demand for its EVs.</p>\n<p>“Tesla has dealt with a major chip shortage and logistics/freight issues (like other automakers) which could have translated into roughly 10K cars currently in transit globally,” Dan Ives, an analysts with&nbsp;Wedbush Securities, said in a note to clients Wednesday. Deliveries of Model 3/Y in the range of 195,000 “would be viewed as positive this quarter.”</p>\n<p>Tesla currently makes the Model S andXat its factory in Fremont, California, while the smaller Model 3 and Y are assembled both there and at its plant in Shanghai. The company doesn’t break out sales by region, but the U.S. and China are its largest markets, and the vast majority are of the Model 3 and Y. The strength of deliveries in China, where Tesla’s reputation has taken a hit of late, will be key.</p>\n<p><b>New Model</b></p>\n<p>Tesla didn’t make any Model S orXvehicles in the first quarter. But in June, Musk held an event at the California factory to&nbsp;celebrate&nbsp;the introduction of the Model S Plaid edition, a refreshed and faster version of the company’s flagship sedan. Analysts and investors will be keen to see how many higher-margin Model S vehicles were made and delivered, though Tesla doesn’t break the Model S out separately.</p>\n<p>“We forecast 193,600 Model 3/Y deliveries and only 1,500 Model S/X,” Joseph Spak, an analyst at&nbsp;RBC Capital Markets,said in a research note to clients.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Second-Quarter Deliveries Could Clear 200,000, Set Record</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Second-Quarter Deliveries Could Clear 200,000, Set Record\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-07-01/tesla-second-quarter-deliveries-could-clear-200-000-set-record?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company likely overcame chip shortage and congestion at ports\nFaster, refreshed Model S Plaid was introduced last month\n\nWall Street expects Tesla Inc. to report deliveries of roughly 200,000 vehicles...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-07-01/tesla-second-quarter-deliveries-could-clear-200-000-set-record?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2021-07-01/tesla-second-quarter-deliveries-could-clear-200-000-set-record?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186720190","content_text":"Company likely overcame chip shortage and congestion at ports\nFaster, refreshed Model S Plaid was introduced last month\n\nWall Street expects Tesla Inc. to report deliveries of roughly 200,000 vehicles in the latest quarter, which would be a milestone for the electric-car makerled by Chief Executive Officer Elon Musk.\nDeliveries are one of the most closely watch indicators at Tesla: They underpin its financial results and are widely seen as a barometer of consumer demand for EVs as a whole because the company is the market leader in battery-powered cars.\nEleven analysts surveyed by Bloomberg expect Tesla to report deliveries of 204,160 vehicles in the second quarter. The company typically sells vehicles right up until midnight on the last day of the period, which ended Wednesday. The company could announce production and delivery figures as soon as Friday. It delivered a record 184,800 cars in the first quarter.\nTight inventory, a global chip shortage and congestion at ports have weighed on automakers as the world slowly emerges from the pandemic. But Tesla likely managed inventory and matched output to meet consumer demand for its EVs.\n“Tesla has dealt with a major chip shortage and logistics/freight issues (like other automakers) which could have translated into roughly 10K cars currently in transit globally,” Dan Ives, an analysts with Wedbush Securities, said in a note to clients Wednesday. Deliveries of Model 3/Y in the range of 195,000 “would be viewed as positive this quarter.”\nTesla currently makes the Model S andXat its factory in Fremont, California, while the smaller Model 3 and Y are assembled both there and at its plant in Shanghai. The company doesn’t break out sales by region, but the U.S. and China are its largest markets, and the vast majority are of the Model 3 and Y. The strength of deliveries in China, where Tesla’s reputation has taken a hit of late, will be key.\nNew Model\nTesla didn’t make any Model S orXvehicles in the first quarter. But in June, Musk held an event at the California factory to celebrate the introduction of the Model S Plaid edition, a refreshed and faster version of the company’s flagship sedan. Analysts and investors will be keen to see how many higher-margin Model S vehicles were made and delivered, though Tesla doesn’t break the Model S out separately.\n“We forecast 193,600 Model 3/Y deliveries and only 1,500 Model S/X,” Joseph Spak, an analyst at RBC Capital Markets,said in a research note to clients.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158205478,"gmtCreate":1625149852294,"gmtModify":1703737239289,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Right!","listText":"Right!","text":"Right!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158205478","repostId":"2148825736","repostType":4,"repost":{"id":"2148825736","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1625145380,"share":"https://ttm.financial/m/news/2148825736?lang=&edition=fundamental","pubTime":"2021-07-01 21:16","market":"us","language":"en","title":"Pinterest bans all weight loss ads","url":"https://stock-news.laohu8.com/highlight/detail?id=2148825736","media":"Reuters","summary":"July 1 (Reuters) - Pinterest is banning all ads with weight loss language and imagery, including ads","content":"<p>July 1 (Reuters) - Pinterest is banning all ads with weight loss language and imagery, including ads that idealize or denigrate certain body types, it said on Thursday.</p>\n<p>The digital pinboard site said it would also not allow ads with testimonials about weight loss or weight loss products, or ads referencing Body Mass Index <a href=\"https://laohu8.com/S/BMI\">$(BMI)$</a> or similar indexes.</p>\n<p>\"This stance makes Pinterest the only major platform to prohibit all weight loss ads. It's an expansion of our ad policies that have long prohibited body shaming and dangerous weight loss products or claims,\" the company said in a blog post on Thursday.</p>\n<p>Ads promoting healthy lifestyles, habits or fitness services and products are still allowed on the platform if they do not \"focus on weight loss.\" The company said it had developed the policy with guidance from the National Eating Disorders Association.</p>\n<p>Pinterest's head of policy, Sarah Bromma, said in an interview that the rule change prioritized Pinterest users' \"emotional and mental health and wellbeing, especially those directly impacted by eating disorders or diet culture or body shaming.\"</p>\n<p>Pinterest, which has long grappled with combating pro-eating disorder content on its site and has since 2015 blocked such searches and directed users to expert organizations, already has rules against ads promoting weight loss pills or containing before-and-after weight-loss imagery.</p>\n<p>The company also said this week that its global head of inclusion and diversity, Tyi McCray, was leaving the company after less than a year. The move was first reported by Protocol.</p>\n<p>Pinterest, which went public in 2019, has faced controversies around diversity and inequality in the last year, including when two former policy team employees alleged racial discrimination in the workplace.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pinterest bans all weight loss ads</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\">\nPinterest bans all weight loss ads\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-01 21:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>July 1 (Reuters) - Pinterest is banning all ads with weight loss language and imagery, including ads that idealize or denigrate certain body types, it said on Thursday.</p>\n<p>The digital pinboard site said it would also not allow ads with testimonials about weight loss or weight loss products, or ads referencing Body Mass Index <a href=\"https://laohu8.com/S/BMI\">$(BMI)$</a> or similar indexes.</p>\n<p>\"This stance makes Pinterest the only major platform to prohibit all weight loss ads. It's an expansion of our ad policies that have long prohibited body shaming and dangerous weight loss products or claims,\" the company said in a blog post on Thursday.</p>\n<p>Ads promoting healthy lifestyles, habits or fitness services and products are still allowed on the platform if they do not \"focus on weight loss.\" The company said it had developed the policy with guidance from the National Eating Disorders Association.</p>\n<p>Pinterest's head of policy, Sarah Bromma, said in an interview that the rule change prioritized Pinterest users' \"emotional and mental health and wellbeing, especially those directly impacted by eating disorders or diet culture or body shaming.\"</p>\n<p>Pinterest, which has long grappled with combating pro-eating disorder content on its site and has since 2015 blocked such searches and directed users to expert organizations, already has rules against ads promoting weight loss pills or containing before-and-after weight-loss imagery.</p>\n<p>The company also said this week that its global head of inclusion and diversity, Tyi McCray, was leaving the company after less than a year. The move was first reported by Protocol.</p>\n<p>Pinterest, which went public in 2019, has faced controversies around diversity and inequality in the last year, including when two former policy team employees alleged racial discrimination in the workplace.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148825736","content_text":"July 1 (Reuters) - Pinterest is banning all ads with weight loss language and imagery, including ads that idealize or denigrate certain body types, it said on Thursday.\nThe digital pinboard site said it would also not allow ads with testimonials about weight loss or weight loss products, or ads referencing Body Mass Index $(BMI)$ or similar indexes.\n\"This stance makes Pinterest the only major platform to prohibit all weight loss ads. It's an expansion of our ad policies that have long prohibited body shaming and dangerous weight loss products or claims,\" the company said in a blog post on Thursday.\nAds promoting healthy lifestyles, habits or fitness services and products are still allowed on the platform if they do not \"focus on weight loss.\" The company said it had developed the policy with guidance from the National Eating Disorders Association.\nPinterest's head of policy, Sarah Bromma, said in an interview that the rule change prioritized Pinterest users' \"emotional and mental health and wellbeing, especially those directly impacted by eating disorders or diet culture or body shaming.\"\nPinterest, which has long grappled with combating pro-eating disorder content on its site and has since 2015 blocked such searches and directed users to expert organizations, already has rules against ads promoting weight loss pills or containing before-and-after weight-loss imagery.\nThe company also said this week that its global head of inclusion and diversity, Tyi McCray, was leaving the company after less than a year. The move was first reported by Protocol.\nPinterest, which went public in 2019, has faced controversies around diversity and inequality in the last year, including when two former policy team employees alleged racial discrimination in the workplace.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":175159011,"gmtCreate":1627015712233,"gmtModify":1703482501389,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175159011","repostId":"1164478982","repostType":4,"repost":{"id":"1164478982","pubTimestamp":1626995319,"share":"https://ttm.financial/m/news/1164478982?lang=&edition=fundamental","pubTime":"2021-07-23 07:08","market":"us","language":"en","title":"Wall Street ekes out gains, led by tech, growth stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1164478982","media":"Reuters","summary":"NEW YORK  - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.A pull-back in economically sensitive cyclicals kept the S&P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture thei","content":"<p>NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.</p>\n<p>A pull-back in economically sensitive cyclicals kept the S&amp;P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.</p>\n<p>But megacap tech and tech-adjacent stocks, such as Microsoft Corp, Amazon.com, Apple Inc, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Alphabet Inc, rose ahead of their quarterly results next week, putting the Nasdaq out front.</p>\n<p>All three major U.S. stock indexes ended the session within 1% of their record closing highs.</p>\n<p>Growth stocks, which outperformed throughout the health crisis, were back in favor, gaining 0.8%, while the value index slipped by 0.5%.</p>\n<p>“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture their own growth like tech names, versus the view that economic growth will continue and you want to own cyclicals and value names,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York.</p>\n<p>The number of U.S. workers filing first-time applications for unemployment benefits spiked unexpectedly to 419,000 last week, a two-month high, according to the Labor Department.</p>\n<p>Market participants are closely watching labor market indicators for hints as to when the Federal Reserve, expected to convene next week for its two-day monetary policy meeting, will begin discussions about hiking key interest rates from near zero.</p>\n<p>“The jobless data today didn’t have a meaningful impact on markets or the economic outlook,” Carter added. “It’s now all about how much longer the Fed will tolerate low rates. The Fed seems to be favoring its full employment mandate more than its price stability mandate.”</p>\n<p>“Accordingly, the upcoming Fed meeting could be impactful,” Carter said.</p>\n<p>Benchmark Treasury yields eased after the bid at the largest-ever TIPS auction touched a record low, pressuring rate sensitive banks.</p>\n<p>The Dow Jones Industrial Average rose 25.35 points, or 0.07%, to 34,823.35, the S&amp;P 500 gained 8.79 points, or 0.20%, to 4,367.48 and the Nasdaq Composite added 52.64 points, or 0.36%, to 14,684.60.</p>\n<p>Of the 11 major sectors of the S&amp;P 500, tech was shining brightest, gaining 0.7%. Energy stocks suffered the largest percentage drop.</p>\n<p>The second-quarter reporting season barreled ahead at full-throttle, with 104 of the companies in the S&amp;P 500 having reported. Of those, 88% have beaten consensus estimates, according to Refinitiv.</p>\n<p>Drugmaker Biogen Inc gained 1.1% after hiking its full-year revenue guidance, while Domino’s Pizza Inc surged 14.6% to an all-time high on the heels of its quarterly report.</p>\n<p>Southwest Airlines Co posted a bigger-than-expected quarterly loss, sending its stock down 3.5%, and American Airlines Group Inc dipped 1.1% even after reporting a quarterly profit.</p>\n<p>The S&amp;P 1500 Airlines index ended the session off 1.7%.</p>\n<p>Shares of Texas Instruments Inc slid 5.3% after its current-quarter revenue forecast cast concerns as to whether the company will be able to meet spiking demand in the face of a global semiconductor shortage.</p>\n<p>The Philadelphia SE Semiconductor index ended the session down 0.9%.</p>\n<p>Chipmaker Intel Corp slipped more than 1% in extended trading after the chipmaker posted results and raised its annual revenue forecast.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.82-to-1 ratio; on Nasdaq, a 1.90-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.25 billion shares, compared with the 10.12 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ekes out gains, led by tech, growth stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ekes out gains, led by tech, growth stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-wall-street-ekes-out-gains-led-by-tech-growth-stocks-idUSL1N2OY2HH","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164478982","content_text":"NEW YORK (Reuters) - Big tech helped Wall Street inch up to a higher close on Thursday, modestly building on a two-day rally as lackluster economic data and mixed corporate earnings prompted a pivot back to growth stocks.\nA pull-back in economically sensitive cyclicals kept the S&P 500’s and the blue-chip Dow’s gains muted, while small-caps underperformed their larger rivals.\nBut megacap tech and tech-adjacent stocks, such as Microsoft Corp, Amazon.com, Apple Inc, Facebook Inc and Alphabet Inc, rose ahead of their quarterly results next week, putting the Nasdaq out front.\nAll three major U.S. stock indexes ended the session within 1% of their record closing highs.\nGrowth stocks, which outperformed throughout the health crisis, were back in favor, gaining 0.8%, while the value index slipped by 0.5%.\n“The market is flip-flopping between the view that economic growth has almost peaked so you need to buy stocks that manufacture their own growth like tech names, versus the view that economic growth will continue and you want to own cyclicals and value names,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York.\nThe number of U.S. workers filing first-time applications for unemployment benefits spiked unexpectedly to 419,000 last week, a two-month high, according to the Labor Department.\nMarket participants are closely watching labor market indicators for hints as to when the Federal Reserve, expected to convene next week for its two-day monetary policy meeting, will begin discussions about hiking key interest rates from near zero.\n“The jobless data today didn’t have a meaningful impact on markets or the economic outlook,” Carter added. “It’s now all about how much longer the Fed will tolerate low rates. The Fed seems to be favoring its full employment mandate more than its price stability mandate.”\n“Accordingly, the upcoming Fed meeting could be impactful,” Carter said.\nBenchmark Treasury yields eased after the bid at the largest-ever TIPS auction touched a record low, pressuring rate sensitive banks.\nThe Dow Jones Industrial Average rose 25.35 points, or 0.07%, to 34,823.35, the S&P 500 gained 8.79 points, or 0.20%, to 4,367.48 and the Nasdaq Composite added 52.64 points, or 0.36%, to 14,684.60.\nOf the 11 major sectors of the S&P 500, tech was shining brightest, gaining 0.7%. Energy stocks suffered the largest percentage drop.\nThe second-quarter reporting season barreled ahead at full-throttle, with 104 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus estimates, according to Refinitiv.\nDrugmaker Biogen Inc gained 1.1% after hiking its full-year revenue guidance, while Domino’s Pizza Inc surged 14.6% to an all-time high on the heels of its quarterly report.\nSouthwest Airlines Co posted a bigger-than-expected quarterly loss, sending its stock down 3.5%, and American Airlines Group Inc dipped 1.1% even after reporting a quarterly profit.\nThe S&P 1500 Airlines index ended the session off 1.7%.\nShares of Texas Instruments Inc slid 5.3% after its current-quarter revenue forecast cast concerns as to whether the company will be able to meet spiking demand in the face of a global semiconductor shortage.\nThe Philadelphia SE Semiconductor index ended the session down 0.9%.\nChipmaker Intel Corp slipped more than 1% in extended trading after the chipmaker posted results and raised its annual revenue forecast.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.82-to-1 ratio; on Nasdaq, a 1.90-to-1 ratio favored decliners.\nThe S&P 500 posted 39 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 54 new lows.\nVolume on U.S. exchanges was 8.25 billion shares, compared with the 10.12 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806231076,"gmtCreate":1627656781195,"gmtModify":1703494305608,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806231076","repostId":"1135561812","repostType":4,"repost":{"id":"1135561812","pubTimestamp":1627637430,"share":"https://ttm.financial/m/news/1135561812?lang=&edition=fundamental","pubTime":"2021-07-30 17:30","market":"us","language":"en","title":"AMD: Still Growing, Still Undervalued","url":"https://stock-news.laohu8.com/highlight/detail?id=1135561812","media":"seekingalpha","summary":"AMD's margin gains are driven by growing strength in end markets.AMD raised its revenue guidance by $1.0B for FY 2021 and gross margins are edging closer to 50%.AMD's dollar sales growth is cheaper than Nvidia's and AMD might even grow faster.The most interesting revelation of AMD’s Q2’21 earnings, however, was the trend in gross margins. AMD's gross margin jumped 4 PP to 48%, 1 PP above guidance because of a better mix of higher-priced Ryzen processors  and Radeon graphic cards. The uptick in g","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's margin gains are driven by growing strength in end markets.</li>\n <li>AMD raised its revenue guidance by $1.0B for FY 2021 and gross margins are edging closer to 50%.</li>\n <li>The semiconductor firm could be a $6.0B free cash flow business next year, even if growth slows down.</li>\n <li>AMD's dollar sales growth is cheaper than Nvidia's and AMD might even grow faster.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e6e179318de667e33987f1b4a2afb27\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>Jay_Zynism/iStock via Getty Images</span></p>\n<p>AMD (AMD) made a splash yesterday after the semiconductor company reported growth and margins that were even better than what was expected. AMD’s revenue acceleration and strong gross margin expansion make a strong case for upside in the stock.</p>\n<p><b>Why AMD is worth $120</b></p>\n<p>Before I dive into AMD’s latestresults, let’s quickly recap what the firm’s guidance was for the last quarter. For Q2’21, AMD expected a minimum of $3.5B in revenues with “high case” guidance implying 7% revenue growth Q/Q and a gross margin of 47%.</p>\n<p>I expected AMD’s revenues to hit the high end of guidance ($3.7B), to have a minimum free cash flow of $895M (8% Q/Q growth) and a free cash flow margin of 24%. Given the acceleration of sales in higher-priced Ryzen desktop and notebook processors and GPUs as well as higher average selling prices/ASPs driven by broad-based strength in end markets, I expected AMD to beat its own margin guidance and report a gross margin of 48% for Q2’21. I also predicted a refreshment of AMD’s gross margin guidance due to strength in CPU and GPU ASPs. I laid out my forecast for AMD’s Q2’21 earnings in detail inAMD: On The Road To $5 Billion In Annual Free Cash Flow.</p>\n<p>Turning to AMD’s actual results, the semiconductor firm proved once more that it is firing on all cylinders. AMD’s Q2’21 revenues were $3,850M, $150M above the high-end of guidance and up 12% Q/Q, with revenue momentum continuing in both Graphics/Computing and Enterprise markets. Graphics/Computing revenues increased 7% Q/Q to $2,250M because of higher client and graphic processor sales as well as strengthening ASPs. Enterprise, which has become the driver of AMD’s sales growth in recent quarters, saw Q2'21 revenues of $1.6B, up 19% Q/Q. Enterprise revenues continued to accelerate in Q2'21, after AMD recorded 5% Q/Q revenue growth in Q1'21.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ec3e9d1f0b7d59915f9db8790725803\" tg-width=\"1039\" tg-height=\"587\" width=\"100%\" height=\"auto\"><span>(Source:AMD)</span></p>\n<p>The most interesting revelation of AMD’s Q2’21 earnings, however, was the trend in gross margins. AMD's gross margin jumped 4 PP to 48%, 1 PP above guidance because of a better mix of higher-priced Ryzen processors (both mobile and desktop) and Radeon graphic cards. The uptick in gross margins in Q2’21 marked the third straight quarter of margin expansion for AMD and I don’t believe AMD has seen the end of this trend yet.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dca6426ffa1332827a6774554d499c36\" tg-width=\"1048\" tg-height=\"566\" width=\"100%\" height=\"auto\"><span>(Source:AMD)</span></p>\n<p>Turning to cash flow.</p>\n<p>AMD reported cash flow from operating activities of $952M and free cash flow of $888M, $7M short of my expectation, but still almost six times more than a year ago. As AMD continues to see strong revenue growth tailwinds in both Computing/Graphics and Enterprise end markets, I believe AMD could grow its free cash flow margin to 30% by the end of next year. AMD raised its revenue guidance for FY 2021 (discussed later) by $1.0B which means I am also refreshing my free cash flow expectations for this year and next year.</p>\n<p>AMD expects to have revenues of $15.6B this year. Assuming a stable free cash flow margin of 23-24%, AMD is looking at free cash flow of $3.6B to $3.7B. Revenue estimates for next year are not refreshed yet, but AMD should have revenues of at least $20B in FY 2022 (assuming 25% Y/Y growth), implying free cash flow of $4.6B to $4.8B next year… and these estimates do not account for the possibility that AMD’s 3rd-gen EPYC Milan-powered server processors and higher-priced GPUs improve AMD’s free cash flow margin. A 30% free cash flow margin next year implies a free cash flow of $6.0B.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ea23b7429f2edd8ce6dda945a88daa7\" tg-width=\"819\" tg-height=\"593\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>AMD is guiding for $4.1B in revenues +/- $100 million and the firm refreshed its FY 2021 revenue and gross margin guidance (as predicted). AMD now expects 60% revenue growth for FY 2021 (before 50%) and a gross margin of 48% (before 47%). Assuming 60% revenue growth, AMD is now looking at full year revenues of $15.6B (before $14.6B), so AMD's new guidance calls for $1.0B in additional revenues that were so far not priced into AMD’s market value.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e5c3c579e4a6472ae2c495a325b9a2b\" tg-width=\"1038\" tg-height=\"572\" width=\"100%\" height=\"auto\"><span>(Source:AMD)</span></p>\n<p>AMD’s higher gross margins and sales guidance create a potent force for the firm’s stock to revalue higher. Because of the recent dip in AMD’s shares and the addition of $1.0B in revenues, AMD’s dollar sales growth has become even cheaper after earnings. AMD’s dollar sales growth is valued lower than Nvidia’s and AMD is growing potentially at a faster rate: AMD's revenue guidance calls for 60% Y/Y growth and estimates for Nvidia imply \"only\" 49% Y/Y revenue growth for FY 2021. AMD has a market-capitalization-to-earnings ratio of 42.5 which is low for a firm that grows revenues 60% and that has a gross margin closing in on 50%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/653c9dd9d37a4abd742703bd87dd3534\" tg-width=\"908\" tg-height=\"312\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>Nvidia’s P-E ratio based on an FY 2022 EPS of $17.29 is 44.5. If AMD earnings growth (FY 2022 EPS of $2.71) was valued the same as Nvidia’s, AMD’s fair price would be $120 ($2.71 x 44.5 earnings multiplier factor), indicating 17% upside.</p>\n<p><b>Challenges to my price target</b></p>\n<p>The biggest opportunities and the biggest risks for AMD are tied to gross margins. AMD is having a year of strong revenue acceleration and margin growth, which is the chief reason why I believe AMD can revalue higher. But gross margins can't grow 3-4 PP every quarter. If AMD's gross margin expansion slows, or worse, gross margins drop back to 40%, decreasing stock returns for AMD are likely. A reversal in the gross margin trend would change my opinion on AMD and put my $120 stock price target in jeopardy.</p>\n<p>Softening ASPs for CPUs and graphic chips are likely going to be the canary in the coal mine and could indicate weakening end markets for AMD ahead of time. Softer end markets imply AMD's revenue growth will slow which could result in a lower earnings multiplier factor by which AMD's profits are valued. I don't believe AMD is overvalued based on earnings, but the market may disagree with my assessment at any time.</p>\n<p><b>Final thoughts</b></p>\n<p>AMD reported impressive revenue growth and gross margins for Q2. AMD's raised guidance and Q/Q revenue acceleration indicate that end markets for CPUs and GPUs are a lot stronger than expected. This could lead to another year of revenue acceleration and a continual expansion of AMD’s gross margin to 50%, supported by rising ASPs. AMD's risk profile is still heavily skewed to the upside.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: Still Growing, Still Undervalued</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\">\nAMD: Still Growing, Still Undervalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 17:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4442955-amd-still-growing-still-undervalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's margin gains are driven by growing strength in end markets.\nAMD raised its revenue guidance by $1.0B for FY 2021 and gross margins are edging closer to 50%.\nThe semiconductor firm could...</p>\n\n<a href=\"https://seekingalpha.com/article/4442955-amd-still-growing-still-undervalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4442955-amd-still-growing-still-undervalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135561812","content_text":"Summary\n\nAMD's margin gains are driven by growing strength in end markets.\nAMD raised its revenue guidance by $1.0B for FY 2021 and gross margins are edging closer to 50%.\nThe semiconductor firm could be a $6.0B free cash flow business next year, even if growth slows down.\nAMD's dollar sales growth is cheaper than Nvidia's and AMD might even grow faster.\n\nJay_Zynism/iStock via Getty Images\nAMD (AMD) made a splash yesterday after the semiconductor company reported growth and margins that were even better than what was expected. AMD’s revenue acceleration and strong gross margin expansion make a strong case for upside in the stock.\nWhy AMD is worth $120\nBefore I dive into AMD’s latestresults, let’s quickly recap what the firm’s guidance was for the last quarter. For Q2’21, AMD expected a minimum of $3.5B in revenues with “high case” guidance implying 7% revenue growth Q/Q and a gross margin of 47%.\nI expected AMD’s revenues to hit the high end of guidance ($3.7B), to have a minimum free cash flow of $895M (8% Q/Q growth) and a free cash flow margin of 24%. Given the acceleration of sales in higher-priced Ryzen desktop and notebook processors and GPUs as well as higher average selling prices/ASPs driven by broad-based strength in end markets, I expected AMD to beat its own margin guidance and report a gross margin of 48% for Q2’21. I also predicted a refreshment of AMD’s gross margin guidance due to strength in CPU and GPU ASPs. I laid out my forecast for AMD’s Q2’21 earnings in detail inAMD: On The Road To $5 Billion In Annual Free Cash Flow.\nTurning to AMD’s actual results, the semiconductor firm proved once more that it is firing on all cylinders. AMD’s Q2’21 revenues were $3,850M, $150M above the high-end of guidance and up 12% Q/Q, with revenue momentum continuing in both Graphics/Computing and Enterprise markets. Graphics/Computing revenues increased 7% Q/Q to $2,250M because of higher client and graphic processor sales as well as strengthening ASPs. Enterprise, which has become the driver of AMD’s sales growth in recent quarters, saw Q2'21 revenues of $1.6B, up 19% Q/Q. Enterprise revenues continued to accelerate in Q2'21, after AMD recorded 5% Q/Q revenue growth in Q1'21.\n(Source:AMD)\nThe most interesting revelation of AMD’s Q2’21 earnings, however, was the trend in gross margins. AMD's gross margin jumped 4 PP to 48%, 1 PP above guidance because of a better mix of higher-priced Ryzen processors (both mobile and desktop) and Radeon graphic cards. The uptick in gross margins in Q2’21 marked the third straight quarter of margin expansion for AMD and I don’t believe AMD has seen the end of this trend yet.\n(Source:AMD)\nTurning to cash flow.\nAMD reported cash flow from operating activities of $952M and free cash flow of $888M, $7M short of my expectation, but still almost six times more than a year ago. As AMD continues to see strong revenue growth tailwinds in both Computing/Graphics and Enterprise end markets, I believe AMD could grow its free cash flow margin to 30% by the end of next year. AMD raised its revenue guidance for FY 2021 (discussed later) by $1.0B which means I am also refreshing my free cash flow expectations for this year and next year.\nAMD expects to have revenues of $15.6B this year. Assuming a stable free cash flow margin of 23-24%, AMD is looking at free cash flow of $3.6B to $3.7B. Revenue estimates for next year are not refreshed yet, but AMD should have revenues of at least $20B in FY 2022 (assuming 25% Y/Y growth), implying free cash flow of $4.6B to $4.8B next year… and these estimates do not account for the possibility that AMD’s 3rd-gen EPYC Milan-powered server processors and higher-priced GPUs improve AMD’s free cash flow margin. A 30% free cash flow margin next year implies a free cash flow of $6.0B.\n(Source: Author)\n\n\n\n\n\nAMD is guiding for $4.1B in revenues +/- $100 million and the firm refreshed its FY 2021 revenue and gross margin guidance (as predicted). AMD now expects 60% revenue growth for FY 2021 (before 50%) and a gross margin of 48% (before 47%). Assuming 60% revenue growth, AMD is now looking at full year revenues of $15.6B (before $14.6B), so AMD's new guidance calls for $1.0B in additional revenues that were so far not priced into AMD’s market value.\n(Source:AMD)\nAMD’s higher gross margins and sales guidance create a potent force for the firm’s stock to revalue higher. Because of the recent dip in AMD’s shares and the addition of $1.0B in revenues, AMD’s dollar sales growth has become even cheaper after earnings. AMD’s dollar sales growth is valued lower than Nvidia’s and AMD is growing potentially at a faster rate: AMD's revenue guidance calls for 60% Y/Y growth and estimates for Nvidia imply \"only\" 49% Y/Y revenue growth for FY 2021. AMD has a market-capitalization-to-earnings ratio of 42.5 which is low for a firm that grows revenues 60% and that has a gross margin closing in on 50%.\n(Source: Author)\n\n\n\n\n\nNvidia’s P-E ratio based on an FY 2022 EPS of $17.29 is 44.5. If AMD earnings growth (FY 2022 EPS of $2.71) was valued the same as Nvidia’s, AMD’s fair price would be $120 ($2.71 x 44.5 earnings multiplier factor), indicating 17% upside.\nChallenges to my price target\nThe biggest opportunities and the biggest risks for AMD are tied to gross margins. AMD is having a year of strong revenue acceleration and margin growth, which is the chief reason why I believe AMD can revalue higher. But gross margins can't grow 3-4 PP every quarter. If AMD's gross margin expansion slows, or worse, gross margins drop back to 40%, decreasing stock returns for AMD are likely. A reversal in the gross margin trend would change my opinion on AMD and put my $120 stock price target in jeopardy.\nSoftening ASPs for CPUs and graphic chips are likely going to be the canary in the coal mine and could indicate weakening end markets for AMD ahead of time. Softer end markets imply AMD's revenue growth will slow which could result in a lower earnings multiplier factor by which AMD's profits are valued. I don't believe AMD is overvalued based on earnings, but the market may disagree with my assessment at any time.\nFinal thoughts\nAMD reported impressive revenue growth and gross margins for Q2. AMD's raised guidance and Q/Q revenue acceleration indicate that end markets for CPUs and GPUs are a lot stronger than expected. This could lead to another year of revenue acceleration and a continual expansion of AMD’s gross margin to 50%, supported by rising ASPs. AMD's risk profile is still heavily skewed to the upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170479141,"gmtCreate":1626448206483,"gmtModify":1703760460963,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170479141","repostId":"1149577900","repostType":4,"repost":{"id":"1149577900","pubTimestamp":1626483617,"share":"https://ttm.financial/m/news/1149577900?lang=&edition=fundamental","pubTime":"2021-07-17 09:00","market":"us","language":"en","title":"Don't Fear A Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=1149577900","media":"seekingalpha","summary":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push ","content":"<p>Summary</p>\n<ul>\n <li>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.</li>\n <li>There are four main factors that this market exhibits that have the potential to cause a crash.</li>\n <li>Those factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.</li>\n <li>Preparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.</li>\n <li>A crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.</li>\n</ul>\n<p>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.</p>\n<p>An Abundance of 'Warnings'</p>\n<p>Simply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.</p>\n<ul>\n <li>Harry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.</li>\n <li>Jeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.</li>\n <li>John Hussmanhas warned that valuations are extreme, and called for the S&amp;P 500 to see 12 years of negative returns ahead and a &gt;60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"</li>\n</ul>\n<p>Yet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&amp;P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.</p>\n<p>Four Factors</p>\n<p>While there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.</p>\n<p>Excessive Speculation</p>\n<p>Speculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.</p>\n<p>While single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.</p>\n<p><img src=\"https://static.tigerbbs.com/dccc290398aed22a11cf41ae63a85bce\" tg-width=\"624\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>Margin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.</p>\n<p>Back in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.</p>\n<p>Speculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.</p>\n<p>Growth Slowdown</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/034a916ba93dac9b099409c5906bee37\" tg-width=\"631\" tg-height=\"563\" referrerpolicy=\"no-referrer\"><span>Graphic fromWeForumvia Statista</span></p>\n<p>The economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.</p>\n<p>Unemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.</p>\n<p>The market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.</p>\n<p>Peak Valuations</p>\n<p>Arguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/388dd5417e610209de84d8a86ca86f91\" tg-width=\"624\" tg-height=\"351\" referrerpolicy=\"no-referrer\"><span>Graphic fromBloomberg</span></p>\n<p>February and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising &gt;100% on rumors of mergers, only to fall &gt;50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.</p>\n<p>SPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a5ace269e2c48c6ad6bb5180ce32e48\" tg-width=\"635\" tg-height=\"535\" referrerpolicy=\"no-referrer\"><span>Data byYCharts</span></p>\n<p>Tech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.</p>\n<p>But these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&amp;P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/136219a2e6ea016fd91597c989fa1a9e\" tg-width=\"624\" tg-height=\"312\" referrerpolicy=\"no-referrer\"><span>Graphic fromCurrent Market Valuation</span></p>\n<p>And as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ab71b923769effdde5d09e1d3cd3fd\" tg-width=\"624\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><span>Graphic fromBusiness Insider</span></p>\n<p>Low Interest Rates</p>\n<p>The fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.</p>\n<p>When interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e8cb16f3b4b962cfa8adbffa4127b92\" tg-width=\"960\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Graphic fromJP Morgan</span></p>\n<p>Although rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.</p>\n<p>Is It Time To Prepare?</p>\n<p>Signs and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims of<i>x%</i>drops in<i>x</i>month are speculative in nature, unless that individual knows something unknown to the rest of the market.</p>\n<p>When facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like&nbsp;SPY&nbsp;and&nbsp;DIA&nbsp;could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.<i>Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.</i></p>\n<p>Again, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Fear A Stock Market Crash</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\">\nDon't Fear A Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149577900","content_text":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the potential to cause a crash.\nThose factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.\nPreparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.\nA crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.\nAn Abundance of 'Warnings'\nSimply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.\n\nHarry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.\nJeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.\nJohn Hussmanhas warned that valuations are extreme, and called for the S&P 500 to see 12 years of negative returns ahead and a >60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"\n\nYet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.\nFour Factors\nWhile there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.\nExcessive Speculation\nSpeculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.\nWhile single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.\n\nMargin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.\nBack in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.\nSpeculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.\nGrowth Slowdown\nGraphic fromWeForumvia Statista\nThe economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.\nUnemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.\nThe market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.\nPeak Valuations\nArguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.\nGraphic fromBloomberg\nFebruary and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising >100% on rumors of mergers, only to fall >50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.\nSPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.\nData byYCharts\nTech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.\nBut these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.\nGraphic fromCurrent Market Valuation\nAnd as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.\nGraphic fromBusiness Insider\nLow Interest Rates\nThe fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.\nWhen interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.\nGraphic fromJP Morgan\nAlthough rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.\nIs It Time To Prepare?\nSigns and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims ofx%drops inxmonth are speculative in nature, unless that individual knows something unknown to the rest of the market.\nWhen facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like SPY and DIA could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.\nAgain, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141774034,"gmtCreate":1625896011928,"gmtModify":1703750664079,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Useful info","listText":"Useful info","text":"Useful info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141774034","repostId":"2150370120","repostType":4,"repost":{"id":"2150370120","pubTimestamp":1625879410,"share":"https://ttm.financial/m/news/2150370120?lang=&edition=fundamental","pubTime":"2021-07-10 09:10","market":"us","language":"en","title":"Top 10 Cloud Stocks to Buy on the Next Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2150370120","media":"Motley Fool","summary":"How can you capitalize on secular growth trends like digital transformation, artificial intelligence (AI), cybersecurity, analytics, video streaming, work from anywhere, the gig economy, and more? Last time, I covered stocks six through 10 on the list, and today I cover my top five!","content":"<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.</p>\n<p>If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.</p>\n<p>Cloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?</p>\n<p>I'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.</p>\n<p>#10.<b>salesforce.com</b>&nbsp;(NYSE:CRM) is the leader in customer relationship management (CRM). <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiring<b>Slack</b> (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.</p>\n<p>#9.<b>DocuSign</b>(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.</p>\n<p>#8.<b>Twilio</b> (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:</p>\n<ul>\n <li><b>Messaging:</b> You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.</li>\n <li><b>Customer engagement:</b>Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.</li>\n <li><b>Marketing:</b>Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.</li>\n <li><b>Business email services:</b> Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.</li>\n</ul>\n<p>#7<b>The Trade Desk</b> (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. Think<b>Roku</b> (NASDAQ:ROKU), YouTube, part of<b>Alphabet</b> (NASDAQ:GOOGL),<b>Amazon</b> Prime (NASDAQ:AMZN),<b>Disney</b>'s Disney+&nbsp;(NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.</p>\n<p>#6.<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b> (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.</p>\n<p>In case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.&nbsp;</p>\n<p><i>Cloud computing</i> refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.&nbsp;</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?&nbsp;</p>\n<p>#5. <b>Zscaler</b> (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion.&nbsp;</p>\n<p>#4. <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions.&nbsp;</p>\n<p>Datadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with <b>Microsoft</b> (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> to provide real-time monitoring and threat detection across the <b>Salesforce</b> (NASDAQ:DDOG)&nbsp;platform.</p>\n<p>From a product perspective, here are the highlights:</p>\n<ul>\n <li><b>Application performance monitoring (APM) </b>provides visibility into application functionality and health.&nbsp;</li>\n <li><b>Infrastructure monitoring </b>allows businesses to monitor IT infrastructure.</li>\n <li><b>Log management </b>provides visualization and data for any performance problems.</li>\n <li><b>User experience monitoring </b>includes both synthetics and real user monitoring (RUM).</li>\n <li><b>Network performance monitoring </b>allows insights and analysis into network traffic flow from both hybrid and cloud environments.</li>\n <li><b>Incident management and continuous profiler </b>improves workflows.&nbsp;</li>\n <li><b>Security monitoring </b>provides threat detection.</li>\n</ul>\n<p>#3. <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></b> (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform.&nbsp;</p>\n<p>As you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's <b>Berkshire Hathaway</b> (NYSE:BRK.A). Snowflake's clients include <b>Apple</b> (NASDAQ:AAPL), <b>Nike</b> (NYSE:NKE), <b>Mastercard</b> (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list.&nbsp;</p>\n<p>#2. <b>Cloudflare</b>'s (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's <a href=\"https://laohu8.com/S/AONE\">one</a> of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment.&nbsp;</p>\n<p>#1 <b>Crowdstrike</b> (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution.&nbsp;</p>\n<p>Cyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.</p>\n<p>If you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Cloud Stocks to Buy on the Next Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop 10 Cloud Stocks to Buy on the Next Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc.","SNOW":"Snowflake","ZS":"Zscaler Inc.","CRM":"赛富时","DOCU":"Docusign","ZM":"Zoom","TTD":"Trade Desk Inc.","CRWD":"CrowdStrike Holdings, Inc.","TWLO":"Twilio Inc","DDOG":"Datadog"},"source_url":"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150370120","content_text":"Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.\nIf you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.\nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.\nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?\nI'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.\n#10.salesforce.com (NYSE:CRM) is the leader in customer relationship management (CRM). Salesforce is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiringSlack (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.\n#9.DocuSign(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.\n#8.Twilio (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:\n\nMessaging: You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.\nCustomer engagement:Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.\nMarketing:Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.\nBusiness email services: Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.\n\n#7The Trade Desk (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. ThinkRoku (NASDAQ:ROKU), YouTube, part ofAlphabet (NASDAQ:GOOGL),Amazon Prime (NASDAQ:AMZN),Disney's Disney+ (NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.\n#6.Zoom Video (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.\nIn case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective. \nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines. \nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio? \n#5. Zscaler (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion. \n#4. Datadog (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions. \nDatadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with Microsoft (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with Salesforce to provide real-time monitoring and threat detection across the Salesforce (NASDAQ:DDOG) platform.\nFrom a product perspective, here are the highlights:\n\nApplication performance monitoring (APM) provides visibility into application functionality and health. \nInfrastructure monitoring allows businesses to monitor IT infrastructure.\nLog management provides visualization and data for any performance problems.\nUser experience monitoring includes both synthetics and real user monitoring (RUM).\nNetwork performance monitoring allows insights and analysis into network traffic flow from both hybrid and cloud environments.\nIncident management and continuous profiler improves workflows. \nSecurity monitoring provides threat detection.\n\n#3. Snowflake (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform. \nAs you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's Berkshire Hathaway (NYSE:BRK.A). Snowflake's clients include Apple (NASDAQ:AAPL), Nike (NYSE:NKE), Mastercard (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list. \n#2. Cloudflare's (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's one of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment. \n#1 Crowdstrike (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution. \nCyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.\nIf you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170444448,"gmtCreate":1626448111884,"gmtModify":1703760457357,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Really?","listText":"Really?","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170444448","repostId":"1171115394","repostType":4,"repost":{"id":"1171115394","pubTimestamp":1626441684,"share":"https://ttm.financial/m/news/1171115394?lang=&edition=fundamental","pubTime":"2021-07-16 21:21","market":"us","language":"en","title":"Investors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside","url":"https://stock-news.laohu8.com/highlight/detail?id=1171115394","media":"seekingalpha","summary":"Summary\n\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1","content":"<p><b>Summary</b></p>\n<ul>\n <li>The current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend.</li>\n <li>Any investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.</li>\n <li>The current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak.</li>\n</ul>\n<p>In apoll of my followers on LinkedInand Twitter, I asked, \"What US S&amp;P500 average annual return do you expect over the next 10 years?\" At the most extremes, 18% expected greater than 10%, while only 7% said less than zero percent. The majority said from 5-10%. In fact, most people see strong positive returns going forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ad66b8ae3f6ba781bf8dc6539440157\" tg-width=\"654\" tg-height=\"406\" referrerpolicy=\"no-referrer\"><span>But EV/EBITDA at 17.2x is way above average</span></p>\n<p>But EV/EBITDA at 17.2x is way above average</p>\n<p>The current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend. Any investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.</p>\n<p><img src=\"https://static.tigerbbs.com/455b1c6e46a203eac21cf1558f19a8b6\" tg-width=\"644\" tg-height=\"422\" referrerpolicy=\"no-referrer\"></p>\n<p>The market hasn't touched the Shiller CAPE 2000 peak</p>\n<p>Robert Shiller's cyclically adjusted PE ratio (CAPE) is now approaching 35x. It was only higher when it hit 42x during the dot com bubble in 2000. Consider that in 2000, US government long-term bonds were yielding about 5%, versus the current 1.5%. From this chart, you can see that the US market has been in a long bull run since the 1979 interest rate peak.</p>\n<p>A fundamental investor knows that the value of a stock is largely dependent on the discount rate, which depends on the US bond rates. The current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak. Based on this chart, a fundamental investor would say that the US market is now significantly overvalued.</p>\n<p><img src=\"https://static.tigerbbs.com/4fadd296792cb1ac8c32a0fd2505f479\" tg-width=\"648\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p>\n<p>Though expensive, we are not in uncharted territory</p>\n<p>We calculated the US stock market EV/EBITDA for each month from 1990 to today. We then broke those into ten deciles from cheapest month to most expensive. After that, we asked, \"How often was the market trading in that state?\" We found that 20% of the time, the US market traded in the decile of 8.1x to 8.8x EV/EBITA. Twelve percent of the time, the market traded below 8.1x, and 14% of the time, the market was trading above the most expensive decile &gt;12.3x. At 17.2x EV/EBITDA multiple, the US market is clearly expensive.</p>\n<p><img src=\"https://static.tigerbbs.com/afb8b967176a977c3e3aae8221fd54c9\" tg-width=\"608\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p>Today's buyers may not see positive returns</p>\n<p>We next asked, \"What were the forward returns earned if an investor were to buy the market at each decile?\" The results show that if you invested at the most common decile (8.1x to 8.8), you would have earned a 15% return over one year and 35% over five years.</p>\n<p>Those subsequent returns start to fall once the EV/EBTIDA rises above this decile (buying an expensive market means less gain). And most importantly, when the market trades in the most expensive decile (where we are now), subsequent 1, 2, and 3 returns were negative. An investor would have to wait five years to get a return only slightly above zero. A fundamental investor would consider this information and have a relatively negative view of the stock market.</p>\n<p><img src=\"https://static.tigerbbs.com/ee9eb026eb46cdd09709d7677a5ae00b\" tg-width=\"656\" tg-height=\"404\" referrerpolicy=\"no-referrer\">.</p>\n<p><img src=\"https://static.tigerbbs.com/ee9eb026eb46cdd09709d7677a5ae00b\" tg-width=\"656\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p>\n<p>Recent EPS collapse has been much shorter time</p>\n<p>The next chart considers the five main falls in earnings per share since 1900. One conclusion is that the fall in EPS has become less protracted. The Great Depression saw a four-year decline in earnings, while earnings fell for only 2 years from the 2000 peak and the 2007 peak. It is also fascinating to see that there was only a 20% fall in earnings in 2020, and that fall only happened over one year (2021 earnings are recovering).</p>\n<p>A fundamental investor could look at this chart and think that the recent crisis was quite minimal. This is partly because some sectors (info tech), some quality (high cash companies) and some size (large) companies did very well during this recent crisis. In addition, since many small or weak companies got destroyed, the supply of products and services has been reduced, which leads to strong pricing power for those that remain.</p>\n<p><img src=\"https://static.tigerbbs.com/445a232da0f6b76431ae38194fde2e22\" tg-width=\"622\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p>\n<p>Margin recovery is in place</p>\n<p>The net margins of corporate America have been on the rise since 1990. Over the past decade, they have averaged about 8%. The shaded areas on this chart show the period from peak to trough of net margin. The most significant thing about this chart is that the margin collapse is done and the margin recovery is underway. It is debatable whether the margin can recover to the prior peaks, but it is not unreasonable to say that the margin recovery has further to go. This could be positive for the US stock market.</p>\n<p><img src=\"https://static.tigerbbs.com/dbe8d0714e329dbc65b118f09f807e3f\" tg-width=\"658\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors Feel Almost No Risk Of Long-Term U.S. Stock Market Downside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 21:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439518-investors-feel-almost-no-risk-of-long-term-u-s-stock-market-downside><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend.\nAny ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439518-investors-feel-almost-no-risk-of-long-term-u-s-stock-market-downside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4439518-investors-feel-almost-no-risk-of-long-term-u-s-stock-market-downside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1171115394","content_text":"Summary\n\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend.\nAny investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.\nThe current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak.\n\nIn apoll of my followers on LinkedInand Twitter, I asked, \"What US S&P500 average annual return do you expect over the next 10 years?\" At the most extremes, 18% expected greater than 10%, while only 7% said less than zero percent. The majority said from 5-10%. In fact, most people see strong positive returns going forward.\nBut EV/EBITDA at 17.2x is way above average\nBut EV/EBITDA at 17.2x is way above average\nThe current trailing US EV/EBITDA at 17.2x is very high compared to its 10x average since 1990. This gives most value investors pause, but momentum investors are following this trend. Any investor who believes in the concept of reversion to the mean will be terrified by how clearly overvalued the US is.\n\nThe market hasn't touched the Shiller CAPE 2000 peak\nRobert Shiller's cyclically adjusted PE ratio (CAPE) is now approaching 35x. It was only higher when it hit 42x during the dot com bubble in 2000. Consider that in 2000, US government long-term bonds were yielding about 5%, versus the current 1.5%. From this chart, you can see that the US market has been in a long bull run since the 1979 interest rate peak.\nA fundamental investor knows that the value of a stock is largely dependent on the discount rate, which depends on the US bond rates. The current long-term US government bond rate of 1.5% is clearly supporting share prices. Suppose it was to reverse that, it would spell the end of this current market peak. Based on this chart, a fundamental investor would say that the US market is now significantly overvalued.\n\nThough expensive, we are not in uncharted territory\nWe calculated the US stock market EV/EBITDA for each month from 1990 to today. We then broke those into ten deciles from cheapest month to most expensive. After that, we asked, \"How often was the market trading in that state?\" We found that 20% of the time, the US market traded in the decile of 8.1x to 8.8x EV/EBITA. Twelve percent of the time, the market traded below 8.1x, and 14% of the time, the market was trading above the most expensive decile >12.3x. At 17.2x EV/EBITDA multiple, the US market is clearly expensive.\n\nToday's buyers may not see positive returns\nWe next asked, \"What were the forward returns earned if an investor were to buy the market at each decile?\" The results show that if you invested at the most common decile (8.1x to 8.8), you would have earned a 15% return over one year and 35% over five years.\nThose subsequent returns start to fall once the EV/EBTIDA rises above this decile (buying an expensive market means less gain). And most importantly, when the market trades in the most expensive decile (where we are now), subsequent 1, 2, and 3 returns were negative. An investor would have to wait five years to get a return only slightly above zero. A fundamental investor would consider this information and have a relatively negative view of the stock market.\n.\n\nRecent EPS collapse has been much shorter time\nThe next chart considers the five main falls in earnings per share since 1900. One conclusion is that the fall in EPS has become less protracted. The Great Depression saw a four-year decline in earnings, while earnings fell for only 2 years from the 2000 peak and the 2007 peak. It is also fascinating to see that there was only a 20% fall in earnings in 2020, and that fall only happened over one year (2021 earnings are recovering).\nA fundamental investor could look at this chart and think that the recent crisis was quite minimal. This is partly because some sectors (info tech), some quality (high cash companies) and some size (large) companies did very well during this recent crisis. In addition, since many small or weak companies got destroyed, the supply of products and services has been reduced, which leads to strong pricing power for those that remain.\n\nMargin recovery is in place\nThe net margins of corporate America have been on the rise since 1990. Over the past decade, they have averaged about 8%. The shaded areas on this chart show the period from peak to trough of net margin. The most significant thing about this chart is that the margin collapse is done and the margin recovery is underway. It is debatable whether the margin can recover to the prior peaks, but it is not unreasonable to say that the margin recovery has further to go. This could be positive for the US stock market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146624446,"gmtCreate":1626077807785,"gmtModify":1703752866012,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/146624446","repostId":"2150267773","repostType":4,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898549392,"gmtCreate":1628513859816,"gmtModify":1703507338967,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898549392","repostId":"2158844506","repostType":4,"repost":{"id":"2158844506","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1628508062,"share":"https://ttm.financial/m/news/2158844506?lang=&edition=fundamental","pubTime":"2021-08-09 19:21","market":"us","language":"en","title":"BioNTech says has supplied more than 1 bln COVID-19 vaccine doses so far","url":"https://stock-news.laohu8.com/highlight/detail?id=2158844506","media":"Reuters","summary":"FRANKFURT, Aug 9 (Reuters) - BioNTech and partner Pfizer have supplied more than one billion doses o","content":"<p>FRANKFURT, Aug 9 (Reuters) - BioNTech and partner Pfizer have supplied more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> billion doses of their COVID-19 vaccine as per July 21, a bigger number than delivered by competitor AstraZeneca , the German biotech group said on Monday.</p>\n<p>AstraZeneca said on July 29 that it and its manufacturing partner, India-based Serum Institute, had supplied a billion doses to 170 countries at the time.</p>\n<p>Based on delivery contracts so far, BioNTech said in a statement it expects 15.9 billion euros ($18.7 billion) in revenue accruing to it from the vaccine this year, up from a forecast in May of 12.4 billion euros.</p>\n<p>That includes sales, milestone payments from partners and a share of gross profit in its partners' territories, the company added. ($1 = 0.8509 euros)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BioNTech says has supplied more than 1 bln COVID-19 vaccine doses so far</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBioNTech says has supplied more than 1 bln COVID-19 vaccine doses so far\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-09 19:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>FRANKFURT, Aug 9 (Reuters) - BioNTech and partner Pfizer have supplied more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> billion doses of their COVID-19 vaccine as per July 21, a bigger number than delivered by competitor AstraZeneca , the German biotech group said on Monday.</p>\n<p>AstraZeneca said on July 29 that it and its manufacturing partner, India-based Serum Institute, had supplied a billion doses to 170 countries at the time.</p>\n<p>Based on delivery contracts so far, BioNTech said in a statement it expects 15.9 billion euros ($18.7 billion) in revenue accruing to it from the vaccine this year, up from a forecast in May of 12.4 billion euros.</p>\n<p>That includes sales, milestone payments from partners and a share of gross profit in its partners' territories, the company added. ($1 = 0.8509 euros)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158844506","content_text":"FRANKFURT, Aug 9 (Reuters) - BioNTech and partner Pfizer have supplied more than one billion doses of their COVID-19 vaccine as per July 21, a bigger number than delivered by competitor AstraZeneca , the German biotech group said on Monday.\nAstraZeneca said on July 29 that it and its manufacturing partner, India-based Serum Institute, had supplied a billion doses to 170 countries at the time.\nBased on delivery contracts so far, BioNTech said in a statement it expects 15.9 billion euros ($18.7 billion) in revenue accruing to it from the vaccine this year, up from a forecast in May of 12.4 billion euros.\nThat includes sales, milestone payments from partners and a share of gross profit in its partners' territories, the company added. ($1 = 0.8509 euros)","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147582288,"gmtCreate":1626364233844,"gmtModify":1703758824505,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147582288","repostId":"2151154518","repostType":4,"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146620428,"gmtCreate":1626077461264,"gmtModify":1703752854233,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146620428","repostId":"2150230102","repostType":4,"repost":{"id":"2150230102","pubTimestamp":1626075900,"share":"https://ttm.financial/m/news/2150230102?lang=&edition=fundamental","pubTime":"2021-07-12 15:45","market":"us","language":"en","title":"Megacap Tech Stocks Roar Back Into Vogue as Haven From Slowdown","url":"https://stock-news.laohu8.com/highlight/detail?id=2150230102","media":"Bloomberg","summary":"(Bloomberg) -- Investors are getting excited about Big Tech again.\nWith resurgent doubts about the s","content":"<p>(Bloomberg) -- Investors are getting excited about Big Tech again.</p>\n<p>With resurgent doubts about the strength of the post-pandemic boom, traders are shifting back into the tech behemoths whose dominance of high-growth industries leaves them poised to keep sales and profits rising even if the economy slows.</p>\n<p>That’s fueled a run of outperformance since the beginning of June and marks a shift from early this year, when the so-called reflation trade was all the rage as investors plowed into the stocks of companies whose fortunes are closely tethered to cyclical swings in the economy.</p>\n<p>As a result, the market value of the five biggest technology companies -- Apple Inc., Microsoft Corp., Amazon.com Inc., Alphabet Inc. and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. -- has surged more than $1 trillion since the beginning of June.</p>\n<p>“Growth at 100% can’t be maintained and, as this subsides back to something more normal, that is going to push investors back in the direction of growth stocks,” said Jim Meyer, chief investment officer at <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Bridge Advisors.</p>\n<p>The tech-interest revival reflects rising sentiment that the rapid growth set off by the nation’s reopening won’t be sustained in the long run. Such views helped drive down yields on Treasury bonds this week, though that drop was partially reversed Friday during a broad-based rally in the stock market.</p>\n<p>The tech industry goliaths may also have benefited from the cool-down in so-called meme stocks, those targeted en mass on social media by individual investors seeking to pocket quick gains. With fewer places to go, some have been gravitating to the biggest tech companies instead, according to a report by Vanda Research. The firm’s Ben Onatibia and Giacomo Pierantoni said they have seen “relentless” retail demand for the chipmaker Nvidia Corp. that is spreading to Amazon and Apple, “bringing back memories of last year’s summer rally.”</p>\n<p>The upcoming release of second-quarter earnings reports may add to investors’ optimism. All five companies are expected to post double-digit revenue growth, with an increase of 30% seen for Amazon and 50% for both Alphabet and Facebook, according to data compiled by Bloomberg. Revenue for the overall S&amp;P 500 is expected to expand 19%.</p>\n<p>“They really should be owned in the long term,” said Richard Saperstein, chief investment officer at Treasury Partners, which has $9 billion in assets under management. “You have accelerating revenues, whether it’s in cloud or search or online commerce, and you have just enormous amounts of capital expenditure conducted annually that leads to potential new business opportunities and innovation.”</p>\n<p>The fate of the five biggest U.S. technology stocks has huge sway over broader market indexes: with a combined value of about $9 trillion, they account for nearly a quarter of the S&amp;P 500 index and are worth more than its smallest 356 companies combined, according to data compiled by Bloomberg.</p>\n<p>So far, Apple and Amazon have led the rebound in megacap tech. Apple got a boost this week from JPMorgan Chase &amp; Co., which said it’s a good time to buy the stock because excitement about the company’s next iPhone will build in the second half of the year. Shares of the Cupertino, California-based company rose 3.7%, hitting its first record in five months.</p>\n<p>Amazon.com notched a 5.9% gain in its first week under the leadership of Andy Jassy, fueled in part by the Pentagon’s announcement that it will scrap the $10 billion contract it had awarded to Microsoft in 2019 and divide the job between the two.</p>\n<p>China’s crackdown on technology companies such as ride-hailing giant Didi in recent weeks increased interest in U.S. companies as an alternative. And Facebook was aided when a judge recently dismissed a lawsuit by the Federal Trade Commission, driving the company’s valuation over $1 trillion for the first time.</p>\n<p>The recent surge has been met with plenty of skepticism. According to $Bank of America Corp(BAC-N)$., clients have been selling into the recent rally. Tech and communication services -- the sector that includes both Alphabet and Facebook -- “have seen record or near-record sales over the last four weeks.” Bank of America strategist Jill Carey Hall said the outperformance appears to be “a head-fake.”</p>\n<p>David Katz, chief investment officer at Matrix Asset Advisors, doubted that the outsize run for companies such as Apple can be sustained.</p>\n<p>“It is a powerful company that has recreated itself several times over, but it is not cheap,” he said in an interview. “We own it and are comfortable with it, but we think the sizable six-week breather in the rotation to value will be just that: a breather.”</p>","source":"yahoofinance","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>Megacap Tech Stocks Roar Back Into Vogue as Haven From Slowdown</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\">\nMegacap Tech Stocks Roar Back Into Vogue as Haven From Slowdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/megacap-tech-stocks-roar-back-200000651.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Investors are getting excited about Big Tech again.\nWith resurgent doubts about the strength of the post-pandemic boom, traders are shifting back into the tech behemoths whose dominance...</p>\n\n<a href=\"https://finance.yahoo.com/news/megacap-tech-stocks-roar-back-200000651.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","GOOG":"谷歌","09086":"华夏纳指-U","GOOGL":"谷歌A","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/megacap-tech-stocks-roar-back-200000651.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2150230102","content_text":"(Bloomberg) -- Investors are getting excited about Big Tech again.\nWith resurgent doubts about the strength of the post-pandemic boom, traders are shifting back into the tech behemoths whose dominance of high-growth industries leaves them poised to keep sales and profits rising even if the economy slows.\nThat’s fueled a run of outperformance since the beginning of June and marks a shift from early this year, when the so-called reflation trade was all the rage as investors plowed into the stocks of companies whose fortunes are closely tethered to cyclical swings in the economy.\nAs a result, the market value of the five biggest technology companies -- Apple Inc., Microsoft Corp., Amazon.com Inc., Alphabet Inc. and Facebook Inc. -- has surged more than $1 trillion since the beginning of June.\n“Growth at 100% can’t be maintained and, as this subsides back to something more normal, that is going to push investors back in the direction of growth stocks,” said Jim Meyer, chief investment officer at Tower Bridge Advisors.\nThe tech-interest revival reflects rising sentiment that the rapid growth set off by the nation’s reopening won’t be sustained in the long run. Such views helped drive down yields on Treasury bonds this week, though that drop was partially reversed Friday during a broad-based rally in the stock market.\nThe tech industry goliaths may also have benefited from the cool-down in so-called meme stocks, those targeted en mass on social media by individual investors seeking to pocket quick gains. With fewer places to go, some have been gravitating to the biggest tech companies instead, according to a report by Vanda Research. The firm’s Ben Onatibia and Giacomo Pierantoni said they have seen “relentless” retail demand for the chipmaker Nvidia Corp. that is spreading to Amazon and Apple, “bringing back memories of last year’s summer rally.”\nThe upcoming release of second-quarter earnings reports may add to investors’ optimism. All five companies are expected to post double-digit revenue growth, with an increase of 30% seen for Amazon and 50% for both Alphabet and Facebook, according to data compiled by Bloomberg. Revenue for the overall S&P 500 is expected to expand 19%.\n“They really should be owned in the long term,” said Richard Saperstein, chief investment officer at Treasury Partners, which has $9 billion in assets under management. “You have accelerating revenues, whether it’s in cloud or search or online commerce, and you have just enormous amounts of capital expenditure conducted annually that leads to potential new business opportunities and innovation.”\nThe fate of the five biggest U.S. technology stocks has huge sway over broader market indexes: with a combined value of about $9 trillion, they account for nearly a quarter of the S&P 500 index and are worth more than its smallest 356 companies combined, according to data compiled by Bloomberg.\nSo far, Apple and Amazon have led the rebound in megacap tech. Apple got a boost this week from JPMorgan Chase & Co., which said it’s a good time to buy the stock because excitement about the company’s next iPhone will build in the second half of the year. Shares of the Cupertino, California-based company rose 3.7%, hitting its first record in five months.\nAmazon.com notched a 5.9% gain in its first week under the leadership of Andy Jassy, fueled in part by the Pentagon’s announcement that it will scrap the $10 billion contract it had awarded to Microsoft in 2019 and divide the job between the two.\nChina’s crackdown on technology companies such as ride-hailing giant Didi in recent weeks increased interest in U.S. companies as an alternative. And Facebook was aided when a judge recently dismissed a lawsuit by the Federal Trade Commission, driving the company’s valuation over $1 trillion for the first time.\nThe recent surge has been met with plenty of skepticism. According to $Bank of America Corp(BAC-N)$., clients have been selling into the recent rally. Tech and communication services -- the sector that includes both Alphabet and Facebook -- “have seen record or near-record sales over the last four weeks.” Bank of America strategist Jill Carey Hall said the outperformance appears to be “a head-fake.”\nDavid Katz, chief investment officer at Matrix Asset Advisors, doubted that the outsize run for companies such as Apple can be sustained.\n“It is a powerful company that has recreated itself several times over, but it is not cheap,” he said in an interview. “We own it and are comfortable with it, but we think the sizable six-week breather in the rotation to value will be just that: a breather.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804046624,"gmtCreate":1627913705968,"gmtModify":1703497798584,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Great news for some!","listText":"Great news for some!","text":"Great news for some!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804046624","repostId":"1172320411","repostType":4,"repost":{"id":"1172320411","pubTimestamp":1627907414,"share":"https://ttm.financial/m/news/1172320411?lang=&edition=fundamental","pubTime":"2021-08-02 20:30","market":"us","language":"en","title":"August Is Actually A Great Month If You Own These 8 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1172320411","media":"investors","summary":"August is feared as $one$ of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.Eight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia,IBD Long-Term Leader$Microsoft$ and$Twitter$, are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.All these stocks not only topped the S&P 500 in August in each of the past five years.","content":"<p>August is feared as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the worst months for the S&amp;P 500 — and for good reason. But investorsstill find ways to make big money.</p>\n<p>Eight stocks inthe S&amp;P 500, mostly tech and communications services firms like<b>Nvidia</b>(NVDA),IBD Long-Term Leader<b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>(MSFT) and<b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>(TWTR), are complete standouts in the S&amp;P 500 in August, says an Investor's Business Daily analysis of data from S&amp;P Global Market Intelligence andMarketSmith.</p>\n<p>All these stocks not only topped the S&amp;P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.</p>\n<p>And that qualifies as a good August — which for most people ranks among the very worst months of the year.</p>\n<p><b>August Is Usually Tough For The S&amp;P 500</b></p>\n<p>Going back to 1950, the S&amp;P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.</p>\n<p>Andunderperformance in Augustisn't a fluke. It can sometimes come in dead last.</p>\n<p>\"August is the worst ... S&amp;P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"</p>\n<p>More recently, though, August spared S&amp;P 500 investors some of the pain.</p>\n<p>Last August, for instance, the S&amp;P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&amp;P 500 slipped 1.8%.</p>\n<p>But not all S&amp;P 500 stocks suffer in August.</p>\n<p><b>Technology Is The S&amp;P 500 Place To Be In August</b></p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> <a href=\"https://laohu8.com/S/AONE.U\">one</a> S&amp;P 500 sector routinely skates through August. Andit's technology.</p>\n<p>The Technology <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR (XLK) is the only sector out of the 11 that topped the S&amp;P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&amp;P 50o only rose 1.6% on average in August going back to 2016.</p>\n<p>And it's not just the overall S&amp;P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&amp;P 500 stocks in Augusthail from the tech sector.</p>\n<p>Take the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&amp;P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.</p>\n<p>Analysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?</p>\n<p>Another big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.</p>\n<p><b>Get Ready For August S&amp;P 500 Surprises</b></p>\n<p>August is only starting, and already investors are coming off some surprises. Expect more.</p>\n<p>Take <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.</p>\n<p>So, yes, August isn't usually great for the S&amp;P 500. But you can still find winners if you pick your spots in this tricky month.</p>\n<p><b>Top S&amp;P 500 Stocks In August</b></p>\n<p><i>All topped the index in each August for at least past five years</i></p>\n<p><img src=\"https://static.tigerbbs.com/3a7a31319541a52991d1b6112a83e82a\" tg-width=\"741\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","source":"lsy1610449120050","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>August Is Actually A Great Month If You Own These 8 Stocks</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\">\nAugust Is Actually A Great Month If You Own These 8 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services ...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","CTAS":"信达思","MA":"万事达","NVDA":"英伟达","TWTR":"Twitter","MSFT":"微软","SNPS":"新思科技","INTU":"财捷"},"source_url":"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172320411","content_text":"August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia(NVDA),IBD Long-Term LeaderMicrosoft(MSFT) andTwitter(TWTR), are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.\nAll these stocks not only topped the S&P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.\nAnd that qualifies as a good August — which for most people ranks among the very worst months of the year.\nAugust Is Usually Tough For The S&P 500\nGoing back to 1950, the S&P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.\nAndunderperformance in Augustisn't a fluke. It can sometimes come in dead last.\n\"August is the worst ... S&P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"\nMore recently, though, August spared S&P 500 investors some of the pain.\nLast August, for instance, the S&P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&P 500 slipped 1.8%.\nBut not all S&P 500 stocks suffer in August.\nTechnology Is The S&P 500 Place To Be In August\nJust one S&P 500 sector routinely skates through August. Andit's technology.\nThe Technology Select Sector SPDR (XLK) is the only sector out of the 11 that topped the S&P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&P 50o only rose 1.6% on average in August going back to 2016.\nAnd it's not just the overall S&P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&P 500 stocks in Augusthail from the tech sector.\nTake the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.\nAnalysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?\nAnother big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.\nGet Ready For August S&P 500 Surprises\nAugust is only starting, and already investors are coming off some surprises. Expect more.\nTake Twitter for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.\nSo, yes, August isn't usually great for the S&P 500. But you can still find winners if you pick your spots in this tricky month.\nTop S&P 500 Stocks In August\nAll topped the index in each August for at least past five years","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158296798,"gmtCreate":1625150071114,"gmtModify":1703737249222,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158296798","repostId":"1186720190","repostType":4,"repost":{"id":"1186720190","pubTimestamp":1625145733,"share":"https://ttm.financial/m/news/1186720190?lang=&edition=fundamental","pubTime":"2021-07-01 21:22","market":"us","language":"en","title":"Tesla Second-Quarter Deliveries Could Clear 200,000, Set Record","url":"https://stock-news.laohu8.com/highlight/detail?id=1186720190","media":"Bloomberg","summary":"Company likely overcame chip shortage and congestion at ports\nFaster, refreshed Model S Plaid was in","content":"<ul>\n <li>Company likely overcame chip shortage and congestion at ports</li>\n <li>Faster, refreshed Model S Plaid was introduced last month</li>\n</ul>\n<p>Wall Street expects&nbsp;Tesla Inc. to report deliveries of roughly 200,000 vehicles in the latest quarter, which would be a milestone for the electric-car makerled by Chief Executive Officer Elon Musk.</p>\n<p>Deliveries are one of the most closely watch indicators at Tesla: They underpin its financial results and are widely seen as a barometer of consumer demand for EVs as a whole because the company is the market leader in battery-powered cars.</p>\n<p>Eleven analysts surveyed by Bloomberg expect Tesla to report deliveries of 204,160 vehicles in the second quarter. The company typically sells vehicles right up until midnight on the last day of the period, which ended Wednesday. The company could announce production and delivery figures as soon as Friday. It&nbsp;delivered&nbsp;a record 184,800 cars in the first quarter.</p>\n<p>Tight inventory, a global chip shortage and congestion at ports have weighed on automakers as the world slowly emerges from the pandemic. But Tesla likely managed inventory and matched output to meet consumer demand for its EVs.</p>\n<p>“Tesla has dealt with a major chip shortage and logistics/freight issues (like other automakers) which could have translated into roughly 10K cars currently in transit globally,” Dan Ives, an analysts with&nbsp;Wedbush Securities, said in a note to clients Wednesday. Deliveries of Model 3/Y in the range of 195,000 “would be viewed as positive this quarter.”</p>\n<p>Tesla currently makes the Model S andXat its factory in Fremont, California, while the smaller Model 3 and Y are assembled both there and at its plant in Shanghai. The company doesn’t break out sales by region, but the U.S. and China are its largest markets, and the vast majority are of the Model 3 and Y. The strength of deliveries in China, where Tesla’s reputation has taken a hit of late, will be key.</p>\n<p><b>New Model</b></p>\n<p>Tesla didn’t make any Model S orXvehicles in the first quarter. But in June, Musk held an event at the California factory to&nbsp;celebrate&nbsp;the introduction of the Model S Plaid edition, a refreshed and faster version of the company’s flagship sedan. Analysts and investors will be keen to see how many higher-margin Model S vehicles were made and delivered, though Tesla doesn’t break the Model S out separately.</p>\n<p>“We forecast 193,600 Model 3/Y deliveries and only 1,500 Model S/X,” Joseph Spak, an analyst at&nbsp;RBC Capital Markets,said in a research note to clients.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Second-Quarter Deliveries Could Clear 200,000, Set Record</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Second-Quarter Deliveries Could Clear 200,000, Set Record\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-07-01/tesla-second-quarter-deliveries-could-clear-200-000-set-record?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company likely overcame chip shortage and congestion at ports\nFaster, refreshed Model S Plaid was introduced last month\n\nWall Street expects Tesla Inc. to report deliveries of roughly 200,000 vehicles...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-07-01/tesla-second-quarter-deliveries-could-clear-200-000-set-record?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2021-07-01/tesla-second-quarter-deliveries-could-clear-200-000-set-record?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186720190","content_text":"Company likely overcame chip shortage and congestion at ports\nFaster, refreshed Model S Plaid was introduced last month\n\nWall Street expects Tesla Inc. to report deliveries of roughly 200,000 vehicles in the latest quarter, which would be a milestone for the electric-car makerled by Chief Executive Officer Elon Musk.\nDeliveries are one of the most closely watch indicators at Tesla: They underpin its financial results and are widely seen as a barometer of consumer demand for EVs as a whole because the company is the market leader in battery-powered cars.\nEleven analysts surveyed by Bloomberg expect Tesla to report deliveries of 204,160 vehicles in the second quarter. The company typically sells vehicles right up until midnight on the last day of the period, which ended Wednesday. The company could announce production and delivery figures as soon as Friday. It delivered a record 184,800 cars in the first quarter.\nTight inventory, a global chip shortage and congestion at ports have weighed on automakers as the world slowly emerges from the pandemic. But Tesla likely managed inventory and matched output to meet consumer demand for its EVs.\n“Tesla has dealt with a major chip shortage and logistics/freight issues (like other automakers) which could have translated into roughly 10K cars currently in transit globally,” Dan Ives, an analysts with Wedbush Securities, said in a note to clients Wednesday. Deliveries of Model 3/Y in the range of 195,000 “would be viewed as positive this quarter.”\nTesla currently makes the Model S andXat its factory in Fremont, California, while the smaller Model 3 and Y are assembled both there and at its plant in Shanghai. The company doesn’t break out sales by region, but the U.S. and China are its largest markets, and the vast majority are of the Model 3 and Y. The strength of deliveries in China, where Tesla’s reputation has taken a hit of late, will be key.\nNew Model\nTesla didn’t make any Model S orXvehicles in the first quarter. But in June, Musk held an event at the California factory to celebrate the introduction of the Model S Plaid edition, a refreshed and faster version of the company’s flagship sedan. Analysts and investors will be keen to see how many higher-margin Model S vehicles were made and delivered, though Tesla doesn’t break the Model S out separately.\n“We forecast 193,600 Model 3/Y deliveries and only 1,500 Model S/X,” Joseph Spak, an analyst at RBC Capital Markets,said in a research note to clients.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251820422627376,"gmtCreate":1702523006643,"gmtModify":1702523010966,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"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/251820422627376","repostId":"250919295287336","repostType":1,"repost":{"id":250919295287336,"gmtCreate":1702267778562,"gmtModify":1702269188326,"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":"Tesla won't hit $300 due to EU labour strike & US incentive removal.","htmlText":"The headwinds Tesla is encountering lately is gathering pace. I am referring to the labour strike in Europe. Sweden to be precise. “Surprised” by how little coverage there is in US media. Perhaps the media feels that: It is a small matter, unworthy of highlight and it will blow over soon. OR Everybody wants a christmas rally at Tesla, drive it up, plunder it profits before allowing reality to set it. I think there is a bit of truth in both of above reasonings. What is happening to Tesla in Europe? The Swedish labour groups have been taking industrial action against Tesla in a bid to get it to sign collective bargaining agreements with mechanics. (see above). The IF Metall union and Tesla Sweden have meet twice but failed to arrive at a compromised solution. Instead of trying to resolve the","listText":"The headwinds Tesla is encountering lately is gathering pace. I am referring to the labour strike in Europe. Sweden to be precise. “Surprised” by how little coverage there is in US media. Perhaps the media feels that: It is a small matter, unworthy of highlight and it will blow over soon. OR Everybody wants a christmas rally at Tesla, drive it up, plunder it profits before allowing reality to set it. I think there is a bit of truth in both of above reasonings. What is happening to Tesla in Europe? The Swedish labour groups have been taking industrial action against Tesla in a bid to get it to sign collective bargaining agreements with mechanics. (see above). The IF Metall union and Tesla Sweden have meet twice but failed to arrive at a compromised solution. Instead of trying to resolve the","text":"The headwinds Tesla is encountering lately is gathering pace. I am referring to the labour strike in Europe. Sweden to be precise. “Surprised” by how little coverage there is in US media. Perhaps the media feels that: It is a small matter, unworthy of highlight and it will blow over soon. OR Everybody wants a christmas rally at Tesla, drive it up, plunder it profits before allowing reality to set it. I think there is a bit of truth in both of above reasonings. What is happening to Tesla in Europe? The Swedish labour groups have been taking industrial action against Tesla in a bid to get it to sign collective bargaining agreements with mechanics. (see above). The IF Metall union and Tesla Sweden have meet twice but failed to arrive at a compromised solution. Instead of trying to resolve the","images":[{"img":"https://community-static.tradeup.com/news/9237132c92f6ca9d88693c198f0c90f9","width":"783","height":"151"},{"img":"https://community-static.tradeup.com/news/99695afd3c65c543d2e73fafda505047","width":"596","height":"132"},{"img":"https://community-static.tradeup.com/news/47756ef0dbb51f51d5abfab020fc5463","width":"729","height":"187"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250919295287336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803394466,"gmtCreate":1627409446355,"gmtModify":1703489425147,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Yes! Please!","listText":"Yes! Please!","text":"Yes! Please!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803394466","repostId":"2154990778","repostType":4,"repost":{"id":"2154990778","pubTimestamp":1627394715,"share":"https://ttm.financial/m/news/2154990778?lang=&edition=fundamental","pubTime":"2021-07-27 22:05","market":"us","language":"en","title":"Apple's 5G Empire Could Expand Big Time","url":"https://stock-news.laohu8.com/highlight/detail?id=2154990778","media":"Motley Fool","summary":"The iPhone maker is reportedly going to make a smart move to supercharge its 5G growth.","content":"<p><b>Apple</b> (NASDAQ:AAPL) is winning big in the 5G smartphone era, as the iPhone 12 has given its massive installed base of users a reason to make the transition to the latest wireless standard. The iPhone maker has been sitting on top&nbsp;of the 5G smartphone sales rankings since the fourth quarter of 2020, according to Strategy Analytics, enjoying a combination of impressive sales volume growth and higher average prices.</p>\n<p>Apple, however, seems all set to double down on the 5G smartphone opportunity in 2022 by moving into the budget segment. Let's see why that could be a big deal for the stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4df6a979961ad0e9f2275321bce61b2a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Apple to cast a wider net on the 5G smartphone opportunity</h2>\n<p><i>Nikkei</i> reports&nbsp;that Apple will launch a 5G-enabled iPhone SE in 2022, with the device expected to go on sale in the first half of the year. The tech giant is expected to drop the Mini version of the iPhone from its lineup and instead release a 5G version of the entry-level iPhone SE.</p>\n<p>Such a move would make a lot of sense because the iPhone 12 Mini hasn't been as successful as the other iPhone 12 models. Counterpoint Research estimates that the iPhone 12 Mini accounted for only&nbsp;5% of new smartphone sales in the U.S. in the first half of January 2021, as customers preferred the bigger iPhone models.</p>\n<p>The 2022 iPhone SE, on the other hand, could turn out to be a hugely successful device if Apple gives it the 5G treatment. That's because it will allow Apple to expand its addressable market and lure budget-oriented customers into its fold, similar to what it has done in the past.</p>\n<p>Apple had launched the 2020 iPhone SE in April last year, pricing the device&nbsp;at a competitive $399 for the base version. The device was powered by the same chips found inside the iPhone 11 and iPhone 11 Pro models, which meant that buyers were getting the latest hardware.</p>\n<p>As a result, the iPhone SE delivered strong sales numbers, accounting for 22% of Apple's smartphone sales in the third quarter of 2020, according to Consumer Intelligence Research Partners (CIRP). It ranked only second to the vanilla iPhone 11, which made up 30% of Apple's smartphone sales during the quarter, with CIRP noting that it was a hit among users with older iPhones looking for an upgrade. Meanwhile, Canalys points out that the device accounted&nbsp;for 28% of Apple's global sales in Q2 2020.</p>\n<p>According to <i>Nikkei</i>, the 2022 iPhone SE could be powered by Apple's A15 processor -- the chip that's expected to be deployed&nbsp;in this year's iPhone 13 models. <b>Qualcomm</b> is expected to provide the 5G modem for the entry-level device. Additionally, the device is expected to sport a 4.7-inch LCD display, which should allow Apple to keep costs in check and provide a longer battery life.</p>\n<p>So it won't be surprising to see Apple price the 5G-enabled iPhone SE 2022 competitively and stick to the $399 starting price like it has done for the past two iterations&nbsp;of the device. Such a move could help unlock a bigger 5G opportunity for Apple.</p>\n<h2>The big picture</h2>\n<p>Apple has gotten off to a terrific start in the 5G era, cornering nearly 41% of the 5G smartphone shipments in Q4 2020 and almost 30% in Q1 2021, according to&nbsp;Strategy Analytics. However, it needs to move down the value chain to maintain its lead in this space.</p>\n<p>That's because the arrival of entry-level and mid-range 5G devices from original equipment manufacturers (OEMs) is expected to reduce the high average selling prices (ASPs) that 5G smartphones are currently enjoying. IDC estimates&nbsp;that the ASP of a 5G smartphone could drop from $600 at the end of 2020 to $404 by 2025.</p>\n<p>A 5G offering from Apple priced below that mark would be a smart move, so it is not surprising to see supply chain rumors indicating that it is considering an entry-level 5G device. More importantly, the device will arrive just in time to take advantage of the 5G rollout in emerging markets such as India, where Apple has been enjoying impressive growth lately.</p>\n<p>At the same time, Apple will be able to expand its installed iPhone base in the mid-to-high-end smartphone segment for devices priced between $400 and $600. This segment accounted for 11.6% of the smartphone market a year ago and is expected to grow at the fastest pace&nbsp;when compared to other smartphone segments, according to IDC.</p>\n<p>All of this indicates that Apple's impressive iPhone revenue growth is here to stay. The product accounted for 54% of Apple's total sales in Q2, recording nearly 66% year-over-year growth in revenue to $47.9 billion. The iPhone outpaced Apple's overall quarterly revenue growth of 54%. The company's move to expand the product's reach could help it maintain that trend for a long time to come, giving investors all the more reason to buy this top 5G stock if they haven't already.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's 5G Empire Could Expand Big Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's 5G Empire Could Expand Big Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 22:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/27/apple-5g-empire-could-expand-big-time-iphone/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (NASDAQ:AAPL) is winning big in the 5G smartphone era, as the iPhone 12 has given its massive installed base of users a reason to make the transition to the latest wireless standard. The iPhone ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/27/apple-5g-empire-could-expand-big-time-iphone/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/07/27/apple-5g-empire-could-expand-big-time-iphone/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154990778","content_text":"Apple (NASDAQ:AAPL) is winning big in the 5G smartphone era, as the iPhone 12 has given its massive installed base of users a reason to make the transition to the latest wireless standard. The iPhone maker has been sitting on top of the 5G smartphone sales rankings since the fourth quarter of 2020, according to Strategy Analytics, enjoying a combination of impressive sales volume growth and higher average prices.\nApple, however, seems all set to double down on the 5G smartphone opportunity in 2022 by moving into the budget segment. Let's see why that could be a big deal for the stock.\nImage source: Getty Images.\nApple to cast a wider net on the 5G smartphone opportunity\nNikkei reports that Apple will launch a 5G-enabled iPhone SE in 2022, with the device expected to go on sale in the first half of the year. The tech giant is expected to drop the Mini version of the iPhone from its lineup and instead release a 5G version of the entry-level iPhone SE.\nSuch a move would make a lot of sense because the iPhone 12 Mini hasn't been as successful as the other iPhone 12 models. Counterpoint Research estimates that the iPhone 12 Mini accounted for only 5% of new smartphone sales in the U.S. in the first half of January 2021, as customers preferred the bigger iPhone models.\nThe 2022 iPhone SE, on the other hand, could turn out to be a hugely successful device if Apple gives it the 5G treatment. That's because it will allow Apple to expand its addressable market and lure budget-oriented customers into its fold, similar to what it has done in the past.\nApple had launched the 2020 iPhone SE in April last year, pricing the device at a competitive $399 for the base version. The device was powered by the same chips found inside the iPhone 11 and iPhone 11 Pro models, which meant that buyers were getting the latest hardware.\nAs a result, the iPhone SE delivered strong sales numbers, accounting for 22% of Apple's smartphone sales in the third quarter of 2020, according to Consumer Intelligence Research Partners (CIRP). It ranked only second to the vanilla iPhone 11, which made up 30% of Apple's smartphone sales during the quarter, with CIRP noting that it was a hit among users with older iPhones looking for an upgrade. Meanwhile, Canalys points out that the device accounted for 28% of Apple's global sales in Q2 2020.\nAccording to Nikkei, the 2022 iPhone SE could be powered by Apple's A15 processor -- the chip that's expected to be deployed in this year's iPhone 13 models. Qualcomm is expected to provide the 5G modem for the entry-level device. Additionally, the device is expected to sport a 4.7-inch LCD display, which should allow Apple to keep costs in check and provide a longer battery life.\nSo it won't be surprising to see Apple price the 5G-enabled iPhone SE 2022 competitively and stick to the $399 starting price like it has done for the past two iterations of the device. Such a move could help unlock a bigger 5G opportunity for Apple.\nThe big picture\nApple has gotten off to a terrific start in the 5G era, cornering nearly 41% of the 5G smartphone shipments in Q4 2020 and almost 30% in Q1 2021, according to Strategy Analytics. However, it needs to move down the value chain to maintain its lead in this space.\nThat's because the arrival of entry-level and mid-range 5G devices from original equipment manufacturers (OEMs) is expected to reduce the high average selling prices (ASPs) that 5G smartphones are currently enjoying. IDC estimates that the ASP of a 5G smartphone could drop from $600 at the end of 2020 to $404 by 2025.\nA 5G offering from Apple priced below that mark would be a smart move, so it is not surprising to see supply chain rumors indicating that it is considering an entry-level 5G device. More importantly, the device will arrive just in time to take advantage of the 5G rollout in emerging markets such as India, where Apple has been enjoying impressive growth lately.\nAt the same time, Apple will be able to expand its installed iPhone base in the mid-to-high-end smartphone segment for devices priced between $400 and $600. This segment accounted for 11.6% of the smartphone market a year ago and is expected to grow at the fastest pace when compared to other smartphone segments, according to IDC.\nAll of this indicates that Apple's impressive iPhone revenue growth is here to stay. The product accounted for 54% of Apple's total sales in Q2, recording nearly 66% year-over-year growth in revenue to $47.9 billion. The iPhone outpaced Apple's overall quarterly revenue growth of 54%. The company's move to expand the product's reach could help it maintain that trend for a long time to come, giving investors all the more reason to buy this top 5G stock if they haven't already.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175158088,"gmtCreate":1627015878344,"gmtModify":1703482506127,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175158088","repostId":"1113949436","repostType":4,"repost":{"id":"1113949436","pubTimestamp":1627010107,"share":"https://ttm.financial/m/news/1113949436?lang=&edition=fundamental","pubTime":"2021-07-23 11:15","market":"hk","language":"en","title":"Evergrande’s Endgame Choices: Partnerships, IPOs, Fire Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=1113949436","media":"Bloomberg","summary":"The conglomerate is running out of time and its founder must come up with new sources of funding or ","content":"<p><b><i>The conglomerate is running out of time and its founder must come up with new sources of funding or risk losing large parts of his empire.</i></b></p>\n<p><a href=\"https://laohu8.com/S/03333\">EVERGRANDE</a> ’s billionaire founder Hui Ka Yan has a big problem. With the property developer’s dollar bonds trading at distressed levels, a restructuring of his real estate conglomerate seems almost inevitable.</p>\n<p>It’s not as if Hui hasn’t undertaken&nbsp;major makeovers before —&nbsp;rapidly. Within days of&nbsp;a cash crunch last September, he convinced his long-time investors toturn into equity 86.3 billion yuan&nbsp;($13.3 billion) worth of hybrid securities, thereby averting a debt crisis. The only surgery carried out was on Evergrande’s capital structure. Hui’s actual business empire remained intact and he continued to sit&nbsp;in the driver’s seat.</p>\n<p>But&nbsp;the ongoing credit emergency runs much deeper.&nbsp;Regional banks&nbsp;and&nbsp;provincial governments are skittish&nbsp;about Evergrande now. Its relationship with suppliers is&nbsp;increasingly tense. It looks more and more like a restructuring will have to take place. How might the&nbsp;endgame play out? Could Hui lose his empire?</p>\n<p>Let me offer a few observations ahead of the company’s board meeting on July 27, during which a special dividend will be discussed.</p>\n<p>Hui can’t count on his business associates this time. Billionaire Zhang Jindong, a supplier whohelped Hui last fall by waiving his rightto a 20 billion yuan ($3 billion) payment, recently&nbsp;ceded control&nbsp;of his electronic retailer Suning.com Co. Ltd. Instead of paying down his own debt pile, Zhang was overly generous —&nbsp;and lost his crown jewel as a result. Self-preservation should be lesson No. 1 for any entrepreneur.</p>\n<p>Instead of looking up and down his supply chain, Hui might have to hold his nose and look horizontally&nbsp;to his property development peers. After all, he has built the nation’s second-largest real estate business. Evergrande has a lot of projects it can sell off to raise cash.</p>\n<p>Other troubled conglomerates have pursued similar strategies before. In 2017, billionaire Wang Jianlin’s Dalian Wanda Group Co., HNA Group Co. and Anbang Insurance Group Co.&nbsp;were&nbsp;swept away by Beijing as it&nbsp;reined in their&nbsp;global shopping sprees. Wang managed to save Wanda from bankruptcy by selling his hotels to Guangzhou R&amp;F Properties Co.&nbsp;and his&nbsp;tourism and theme park projects to Sunac China Holdings&nbsp;in a&nbsp;deal that brought him&nbsp;$9.4 billion.</p>\n<p>So far, however, Hui seems reluctant to part with his prized possessions. Evergrande vehemently&nbsp;denied social media rumors&nbsp;that rival developers state-owned China Jinmao Holdings Group and Shenzhen-based China Vanke Co. are looking at its assets in the lucrative Greater Bay Area, of which Hong Kong is part.</p>\n<p>Instead, Evergrande has been cozying up to big state-owned enterprises lately, as if to show that it still has good connections in Beijing. Last month, the company signed astrategic partnership&nbsp;with oil giant <a href=\"https://laohu8.com/S/600028\">China Petroleum &amp; Chemical Corporation</a> to develop EV charging stations, a deal that rings empty because Evergrande’s electric car division has yet to roll out a single vehicle.</p>\n<p>Everyone is smelling blood but Hui does not want a fire sale. But he has to face up to the fact that getting a billion-dollar deal —&nbsp;or whatever amount it takes to save his company from restructuring —&nbsp;takes time. Private businesses have to be accountable to their shareholders; even SOEs need to go through lengthy state approvals to allocate investment funds. He needs to move quickly or else it will be&nbsp;too late.</p>\n<p>Case in point: In early November, Evergrande struck a deal to&nbsp;sell a 41% stake&nbsp;in a non-core subsidiary to Shanghai-based energy infrastructure SOE Shenergy Group Co. for 14.9 billion yuan.&nbsp;Evergrande sold&nbsp;at cost but the deal is still not closed. The holdup is a pending approval from the Shanghai government, which asked for more due diligence and paperwork, Debtwire reported in early June. The cash has not yet been deposited in Evergrande’s bank accounts.</p>\n<p>To contain the damage, Evergrande has been talking up possible initial public offering of&nbsp;itsbottled waterandtourism operations. But&nbsp;Evergrande has been doing this for a while. In May, it sold a&nbsp;stake in its&nbsp;much-hyped electric vehicle unit;&nbsp;its&nbsp;property management arm got a public listing last December. The moves did not stop Evergrande from sliding into the ongoing&nbsp;cash crunch.&nbsp;Why would the listings of its less visible units help?</p>\n<p>A company can retire debt with money raised from minority share sales, or by selling existing assets. Hui is doing too much of the former, not enough of the latter. Come on. You learn this in Corporate Finance 101.</p>\n<p>He can take a lesson from Wang (both of them were at different times&nbsp;China’s richest man). It was probably painful for Wang to part with his assets. But four years on, his Wanda is still alive. This year, it struck gold with the meme stock mania in the U.S.,&nbsp;profiting&nbsp;from&nbsp;investmentsin AMC Entertainment Holdings Inc. Wanda’s commercial property management unit is now&nbsp;gearing up for a $3 billion Hong Kong IPO. Wang is making a comeback.</p>\n<p>As Evergrande quickly descends into distress, Hui must race against the clock. He has a choice of billionaire precedents to heed. Will he go the path of Suning’s Zhang or Wanda’s Wang?</p>\n<p></p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Evergrande’s Endgame Choices: Partnerships, IPOs, Fire Sale</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\">\nEvergrande’s Endgame Choices: Partnerships, IPOs, Fire Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-07-22/china-evergrande-s-endgame-choices-partnerships-ipos-or-a-fire-sale?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The conglomerate is running out of time and its founder must come up with new sources of funding or risk losing large parts of his empire.\nEVERGRANDE ’s billionaire founder Hui Ka Yan has a big ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-07-22/china-evergrande-s-endgame-choices-partnerships-ipos-or-a-fire-sale?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03333":"中国恒大"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-07-22/china-evergrande-s-endgame-choices-partnerships-ipos-or-a-fire-sale?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113949436","content_text":"The conglomerate is running out of time and its founder must come up with new sources of funding or risk losing large parts of his empire.\nEVERGRANDE ’s billionaire founder Hui Ka Yan has a big problem. With the property developer’s dollar bonds trading at distressed levels, a restructuring of his real estate conglomerate seems almost inevitable.\nIt’s not as if Hui hasn’t undertaken major makeovers before — rapidly. Within days of a cash crunch last September, he convinced his long-time investors toturn into equity 86.3 billion yuan ($13.3 billion) worth of hybrid securities, thereby averting a debt crisis. The only surgery carried out was on Evergrande’s capital structure. Hui’s actual business empire remained intact and he continued to sit in the driver’s seat.\nBut the ongoing credit emergency runs much deeper. Regional banks and provincial governments are skittish about Evergrande now. Its relationship with suppliers is increasingly tense. It looks more and more like a restructuring will have to take place. How might the endgame play out? Could Hui lose his empire?\nLet me offer a few observations ahead of the company’s board meeting on July 27, during which a special dividend will be discussed.\nHui can’t count on his business associates this time. Billionaire Zhang Jindong, a supplier whohelped Hui last fall by waiving his rightto a 20 billion yuan ($3 billion) payment, recently ceded control of his electronic retailer Suning.com Co. Ltd. Instead of paying down his own debt pile, Zhang was overly generous — and lost his crown jewel as a result. Self-preservation should be lesson No. 1 for any entrepreneur.\nInstead of looking up and down his supply chain, Hui might have to hold his nose and look horizontally to his property development peers. After all, he has built the nation’s second-largest real estate business. Evergrande has a lot of projects it can sell off to raise cash.\nOther troubled conglomerates have pursued similar strategies before. In 2017, billionaire Wang Jianlin’s Dalian Wanda Group Co., HNA Group Co. and Anbang Insurance Group Co. were swept away by Beijing as it reined in their global shopping sprees. Wang managed to save Wanda from bankruptcy by selling his hotels to Guangzhou R&F Properties Co. and his tourism and theme park projects to Sunac China Holdings in a deal that brought him $9.4 billion.\nSo far, however, Hui seems reluctant to part with his prized possessions. Evergrande vehemently denied social media rumors that rival developers state-owned China Jinmao Holdings Group and Shenzhen-based China Vanke Co. are looking at its assets in the lucrative Greater Bay Area, of which Hong Kong is part.\nInstead, Evergrande has been cozying up to big state-owned enterprises lately, as if to show that it still has good connections in Beijing. Last month, the company signed astrategic partnership with oil giant China Petroleum & Chemical Corporation to develop EV charging stations, a deal that rings empty because Evergrande’s electric car division has yet to roll out a single vehicle.\nEveryone is smelling blood but Hui does not want a fire sale. But he has to face up to the fact that getting a billion-dollar deal — or whatever amount it takes to save his company from restructuring — takes time. Private businesses have to be accountable to their shareholders; even SOEs need to go through lengthy state approvals to allocate investment funds. He needs to move quickly or else it will be too late.\nCase in point: In early November, Evergrande struck a deal to sell a 41% stake in a non-core subsidiary to Shanghai-based energy infrastructure SOE Shenergy Group Co. for 14.9 billion yuan. Evergrande sold at cost but the deal is still not closed. The holdup is a pending approval from the Shanghai government, which asked for more due diligence and paperwork, Debtwire reported in early June. The cash has not yet been deposited in Evergrande’s bank accounts.\nTo contain the damage, Evergrande has been talking up possible initial public offering of itsbottled waterandtourism operations. But Evergrande has been doing this for a while. In May, it sold a stake in its much-hyped electric vehicle unit; its property management arm got a public listing last December. The moves did not stop Evergrande from sliding into the ongoing cash crunch. Why would the listings of its less visible units help?\nA company can retire debt with money raised from minority share sales, or by selling existing assets. Hui is doing too much of the former, not enough of the latter. Come on. You learn this in Corporate Finance 101.\nHe can take a lesson from Wang (both of them were at different times China’s richest man). It was probably painful for Wang to part with his assets. But four years on, his Wanda is still alive. This year, it struck gold with the meme stock mania in the U.S., profiting from investmentsin AMC Entertainment Holdings Inc. Wanda’s commercial property management unit is now gearing up for a $3 billion Hong Kong IPO. Wang is making a comeback.\nAs Evergrande quickly descends into distress, Hui must race against the clock. He has a choice of billionaire precedents to heed. Will he go the path of Suning’s Zhang or Wanda’s Wang?","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156231716,"gmtCreate":1625223849435,"gmtModify":1703738708511,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156231716","repostId":"1190296598","repostType":4,"repost":{"id":"1190296598","pubTimestamp":1625213296,"share":"https://ttm.financial/m/news/1190296598?lang=&edition=fundamental","pubTime":"2021-07-02 16:08","market":"us","language":"en","title":"J&J Covid-19 Vaccine Shows Promising Preliminary Signs of Protecting Against Delta Variant","url":"https://stock-news.laohu8.com/highlight/detail?id=1190296598","media":"The Wall Street Journal","summary":"Vaccine triggered strong immune response in blood samples from eight vaccinated people.\n\nJohnson & J","content":"<blockquote>\n Vaccine triggered strong immune response in blood samples from eight vaccinated people.\n</blockquote>\n<p>Johnson &amp; Johnson’sJNJ0.74%Covid-19 vaccine showed promising signs in a small laboratory study of protecting against the Delta variant spreading across the U.S. and other countries, the company said.</p>\n<p>In laboratory testing, the vaccine triggered a strong immune response in blood samples taken from eight vaccinated people, J&amp;J said Thursday.</p>\n<p>The positive performance adds to a growing set of evidence indicating currently authorized Covid-19 vaccines can safeguard against the Delta variant, which appears to be more contagious than earlier strains.</p>\n<p>How well the J&amp;J shot fares against the Delta variant has been closely watched by health authorities around the world.</p>\n<p>Many countries have been counting on supplies, especially because the vaccine is simpler to ship, handle and store than the shots fromPfizerInc.PFE1.02%and its partnerBioNTech SEBNTX0.05%and fromModernaInc.MRNA0.06%</p>\n<p>The new findings “reinforce the ability of the Johnson &amp; Johnson Covid-19 vaccine to help protect the health of people globally,” said J&amp;J Chief Scientific Officer Paul Stoffels.</p>\n<p>J&amp;J also said its vaccine, in a separate study, generated immune responses against Covid-19 lasting for at least eight months, the most time that researchers were able to study the shot’s durability.</p>\n<p>J&amp;J, of New Brunswick, N.J., released the high-level findings in a news release, not a detailed and peer-reviewed study.</p>\n<p>The Delta variant first emerged in India late last year. Since then, it has spread rapidly, becoming the most common strain of the Covid-19 virus in several countries,including the U.S.</p>\n<p>The variant made up about 40% of positive Covid-19 test samples as of June 27, according to population genomics company Helix OpCo LLC, which collects and analyzes test samples from several U.S. states.</p>\n<p>Vaccination is the best defense against the Delta variant, according to public-health authorities, who have cited the threat posed by the strain in urging people to get immunized.</p>\n<p>So far, studies have indicated various vaccines appear effective against the Delta strain, especially once individuals have been fully vaccinated, though the shots aren’t as protective as they are against the original virus.</p>\n<p>Separate studies in England and Scotland found that vaccines from Pfizer-BioNTech andAstraZenecaPLCoffered substantial protection from the Delta variantagainst severe cases of Covid-19 and hospitalization.</p>\n<p>England’s public health agency said an analysis of 14,000 cases found the Pfizer-BioNTech shot reduced the risk of hospitalization after infection with Delta by 96%.</p>\n<p>J&amp;J’s single-dose shot is based on a different technology than the Pfizer-BioNTech and Moderna vaccines, but operates similar to AstraZeneca’s.</p>\n<p>J&amp;J’s shot uses a modified version of the virus responsible for the common cold, to carry genetic instructions teaching cells how to make the spike protein that juts from the surface of the coronavirus.</p>\n<p>Production of the spike protein, in turn,prompts the immune system to develop molecular defensesagainst the coronavirus.</p>\n<p>In its large, pivotal study, the J&amp;J vaccine was 66% effective in protecting against Covid-19 and 85% effective against severe disease. The shot appeared to be less effective in South Africa, where the variant now called Beta was circulating.</p>\n<p>Overall, however, it was highly effective in places where variants were spreading during the trial.</p>\n<p>J&amp;J said the immune response found in its recent laboratory study was higher for the Delta variant than for Beta.</p>\n<p>The study looked at blood samples from eight people in the J&amp;J vaccine’s Phase 3 trial. The study found the shot triggered strong levels of neutralizing antibodies, agents of the immune system thought to be most effective fighting viruses.</p>\n<p>Data on the durability of the vaccine’s protection came from a separate small study by Dan Barouch, an immunologist at Beth Israel Deaconess Medical Center in Boston who helped develop the J&amp;J vaccine.</p>\n<p>The study found that strong neutralizing-antibody and other immune responses to Covid-19, including to the Delta strain, persisted for the eight months examined, J&amp;J said.</p>\n<p>The U.S. Food and Drug Administrationauthorized J&amp;J’s shotin February.</p>\n<p>In April, federal health authorities temporarily recommended pausing use of J&amp;J’s vaccine while they investigated a blood-clotting condition among people who got the shot.</p>\n<p>Theauthorities lifted the pauseshortly after, however, saying the benefits of the vaccine outweighed the risk and issuing recommendations for treating the rare condition.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>J&J Covid-19 Vaccine Shows Promising Preliminary Signs of Protecting Against Delta Variant</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\">\nJ&J Covid-19 Vaccine Shows Promising Preliminary Signs of Protecting Against Delta Variant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 16:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/j-j-covid-19-vaccine-shows-promising-preliminary-signs-of-protecting-against-delta-variant-11625184011?mod=business_lead_pos2><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Vaccine triggered strong immune response in blood samples from eight vaccinated people.\n\nJohnson & Johnson’sJNJ0.74%Covid-19 vaccine showed promising signs in a small laboratory study of protecting ...</p>\n\n<a href=\"https://www.wsj.com/articles/j-j-covid-19-vaccine-shows-promising-preliminary-signs-of-protecting-against-delta-variant-11625184011?mod=business_lead_pos2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生"},"source_url":"https://www.wsj.com/articles/j-j-covid-19-vaccine-shows-promising-preliminary-signs-of-protecting-against-delta-variant-11625184011?mod=business_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190296598","content_text":"Vaccine triggered strong immune response in blood samples from eight vaccinated people.\n\nJohnson & Johnson’sJNJ0.74%Covid-19 vaccine showed promising signs in a small laboratory study of protecting against the Delta variant spreading across the U.S. and other countries, the company said.\nIn laboratory testing, the vaccine triggered a strong immune response in blood samples taken from eight vaccinated people, J&J said Thursday.\nThe positive performance adds to a growing set of evidence indicating currently authorized Covid-19 vaccines can safeguard against the Delta variant, which appears to be more contagious than earlier strains.\nHow well the J&J shot fares against the Delta variant has been closely watched by health authorities around the world.\nMany countries have been counting on supplies, especially because the vaccine is simpler to ship, handle and store than the shots fromPfizerInc.PFE1.02%and its partnerBioNTech SEBNTX0.05%and fromModernaInc.MRNA0.06%\nThe new findings “reinforce the ability of the Johnson & Johnson Covid-19 vaccine to help protect the health of people globally,” said J&J Chief Scientific Officer Paul Stoffels.\nJ&J also said its vaccine, in a separate study, generated immune responses against Covid-19 lasting for at least eight months, the most time that researchers were able to study the shot’s durability.\nJ&J, of New Brunswick, N.J., released the high-level findings in a news release, not a detailed and peer-reviewed study.\nThe Delta variant first emerged in India late last year. Since then, it has spread rapidly, becoming the most common strain of the Covid-19 virus in several countries,including the U.S.\nThe variant made up about 40% of positive Covid-19 test samples as of June 27, according to population genomics company Helix OpCo LLC, which collects and analyzes test samples from several U.S. states.\nVaccination is the best defense against the Delta variant, according to public-health authorities, who have cited the threat posed by the strain in urging people to get immunized.\nSo far, studies have indicated various vaccines appear effective against the Delta strain, especially once individuals have been fully vaccinated, though the shots aren’t as protective as they are against the original virus.\nSeparate studies in England and Scotland found that vaccines from Pfizer-BioNTech andAstraZenecaPLCoffered substantial protection from the Delta variantagainst severe cases of Covid-19 and hospitalization.\nEngland’s public health agency said an analysis of 14,000 cases found the Pfizer-BioNTech shot reduced the risk of hospitalization after infection with Delta by 96%.\nJ&J’s single-dose shot is based on a different technology than the Pfizer-BioNTech and Moderna vaccines, but operates similar to AstraZeneca’s.\nJ&J’s shot uses a modified version of the virus responsible for the common cold, to carry genetic instructions teaching cells how to make the spike protein that juts from the surface of the coronavirus.\nProduction of the spike protein, in turn,prompts the immune system to develop molecular defensesagainst the coronavirus.\nIn its large, pivotal study, the J&J vaccine was 66% effective in protecting against Covid-19 and 85% effective against severe disease. The shot appeared to be less effective in South Africa, where the variant now called Beta was circulating.\nOverall, however, it was highly effective in places where variants were spreading during the trial.\nJ&J said the immune response found in its recent laboratory study was higher for the Delta variant than for Beta.\nThe study looked at blood samples from eight people in the J&J vaccine’s Phase 3 trial. The study found the shot triggered strong levels of neutralizing antibodies, agents of the immune system thought to be most effective fighting viruses.\nData on the durability of the vaccine’s protection came from a separate small study by Dan Barouch, an immunologist at Beth Israel Deaconess Medical Center in Boston who helped develop the J&J vaccine.\nThe study found that strong neutralizing-antibody and other immune responses to Covid-19, including to the Delta strain, persisted for the eight months examined, J&J said.\nThe U.S. Food and Drug Administrationauthorized J&J’s shotin February.\nIn April, federal health authorities temporarily recommended pausing use of J&J’s vaccine while they investigated a blood-clotting condition among people who got the shot.\nTheauthorities lifted the pauseshortly after, however, saying the benefits of the vaccine outweighed the risk and issuing recommendations for treating the rare condition.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158205478,"gmtCreate":1625149852294,"gmtModify":1703737239289,"author":{"id":"4088082880945180","authorId":"4088082880945180","name":"Firefire","avatar":"https://static.tigerbbs.com/46b724bd4ce7cc56dea4804cfe75606b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088082880945180","authorIdStr":"4088082880945180"},"themes":[],"htmlText":"Right!","listText":"Right!","text":"Right!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158205478","repostId":"2148825736","repostType":4,"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}