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2022-04-25

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Why This Analyst Thinks Tesla's Disruptive Potential Can Put These Companies Out Of Business

2022-03-16

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2022-02-03

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2022-01-21

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Why GameStop Couldn't Hold Onto Its Gains Today

2022-01-15

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Are Electric Vehicle Stocks Overhyped?

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src=\"https://static.tigerbbs.com/cae0e867be88e6ed54490877ce38142d\" tg-width=\"518\" tg-height=\"279\" width=\"100%\" height=\"auto\"/></p><p><b>Tesla, Inc.</b> reported Wednesday forecast-beating results for its first quarter.Given the all-around strength and the management&#39;s positive commentary on the mainstay EV operations and other businesses, an analyst at <b>Loup Ventures</b> said Tesla is putting the prospects of companies across multiple sectors at risk.</p><p><b>More Than Car Company:</b>Tesla is more than a car company and more than a tech company, and it is in fact an &#34;energy company&#34; in the hiding, Loup cofounder <b>Gene Munster</b> said in a note.</p><p>&#34;In reviewing the details of Tesla&#39;s March quarter, it has become increasingly clear that Tesla has the potential to be even more than an energy company,&#34; the analyst said.</p><p>Here are a few companies/sectors Tesla could put at risk:</p><p><b>Automakers:</b>Demand for Tesla is outpacing the broader auto industry, the analyst said. As Tesla scales to meet demand, the price-performance gap versus other automakers will widen, he added.</p><p>Traditional autos may have to price their cars 10-25% higher than Tesla, if they manufacture them with all the features contained in Tesla vehicles and choose to sell at cost, the analyst noted. If these companies choose to subsidize their vehicles, their margins will take a hit, he added.</p><p>&#34;To that end, we believe that legacy car companies will eventually be forced to restructure or go out of business within the next decade,&#34; the analyst said.</p><p><b>Ride-hailing Services:</b>Autonomy will eventually be a mandated feature in all cars, the analyst said.<b>Elon Musk&#39;s</b>push to put full-self driving software on roads before it&#39;s ready, though a flawed approach, will hand Tesla a long-term competitive advantage for feeding the self-driving neural network, he added.</p><p>If Tesla wins, it could finalize on the ride-sharing service Musk has been sounding out recently, the analyst said. Going by the 2024 timeframe Musk has given for the launch and allowing some leeway for potential delays, the analyst said <b>Lyft, Inc.</b> and <b>Uber Technologies, Inc.</b> will have about four years left.</p><p><b>Insurers:</b>The <b>Allstate Corporation</b> and GEICO could be in trouble, going by how Tesla has grown its insurance business.</p><p>&#34;Traditional auto insurance won&#39;t be able to compete because they will lack the vertically integrated, real-time data that Tesla can share and optimize,&#34; the analyst said.</p><p><b>Physical Labor</b> Musk sounded upbeat about the potential for the Optimus robot, Munster noted.</p><p>&#34;If Musk pulls it off, physical labor will be shifted to robots, and the value created for shareholders would skyrocket past the value of EV and autonomy,&#34; the analyst said.</p><p>Tesla closed Friday&#39;s session down 0.37% at $1,005.05, according to BenzingaPro data.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy This Analyst Thinks Tesla's Disruptive Potential Can Put These Companies Out Of Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-04-24 17:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>ZINGER BRIEF</b></p><ul><li>Traditional automakers are not positioned to challenge Tesla and will need to restructure</li><li>Ride-hailing services and insurance companies could also be bulldozed by Tesla</li></ul><p><img src=\"https://static.tigerbbs.com/cae0e867be88e6ed54490877ce38142d\" tg-width=\"518\" tg-height=\"279\" width=\"100%\" height=\"auto\"/></p><p><b>Tesla, Inc.</b> reported Wednesday forecast-beating results for its first quarter.Given the all-around strength and the management&#39;s positive commentary on the mainstay EV operations and other businesses, an analyst at <b>Loup Ventures</b> said Tesla is putting the prospects of companies across multiple sectors at risk.</p><p><b>More Than Car Company:</b>Tesla is more than a car company and more than a tech company, and it is in fact an &#34;energy company&#34; in the hiding, Loup cofounder <b>Gene Munster</b> said in a note.</p><p>&#34;In reviewing the details of Tesla&#39;s March quarter, it has become increasingly clear that Tesla has the potential to be even more than an energy company,&#34; the analyst said.</p><p>Here are a few companies/sectors Tesla could put at risk:</p><p><b>Automakers:</b>Demand for Tesla is outpacing the broader auto industry, the analyst said. As Tesla scales to meet demand, the price-performance gap versus other automakers will widen, he added.</p><p>Traditional autos may have to price their cars 10-25% higher than Tesla, if they manufacture them with all the features contained in Tesla vehicles and choose to sell at cost, the analyst noted. If these companies choose to subsidize their vehicles, their margins will take a hit, he added.</p><p>&#34;To that end, we believe that legacy car companies will eventually be forced to restructure or go out of business within the next decade,&#34; the analyst said.</p><p><b>Ride-hailing Services:</b>Autonomy will eventually be a mandated feature in all cars, the analyst said.<b>Elon Musk&#39;s</b>push to put full-self driving software on roads before it&#39;s ready, though a flawed approach, will hand Tesla a long-term competitive advantage for feeding the self-driving neural network, he added.</p><p>If Tesla wins, it could finalize on the ride-sharing service Musk has been sounding out recently, the analyst said. Going by the 2024 timeframe Musk has given for the launch and allowing some leeway for potential delays, the analyst said <b>Lyft, Inc.</b> and <b>Uber Technologies, Inc.</b> will have about four years left.</p><p><b>Insurers:</b>The <b>Allstate Corporation</b> and GEICO could be in trouble, going by how Tesla has grown its insurance business.</p><p>&#34;Traditional auto insurance won&#39;t be able to compete because they will lack the vertically integrated, real-time data that Tesla can share and optimize,&#34; the analyst said.</p><p><b>Physical Labor</b> Musk sounded upbeat about the potential for the Optimus robot, Munster noted.</p><p>&#34;If Musk pulls it off, physical labor will be shifted to robots, and the value created for shareholders would skyrocket past the value of EV and autonomy,&#34; the analyst said.</p><p>Tesla closed Friday&#39;s session down 0.37% at $1,005.05, according to BenzingaPro data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","UBER":"优步","F":"福特汽车","ALL":"好事达","LYFT":"Lyft, Inc.","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135284818","content_text":"ZINGER BRIEFTraditional automakers are not positioned to challenge Tesla and will need to restructureRide-hailing services and insurance companies could also be bulldozed by TeslaTesla, Inc. reported Wednesday forecast-beating results for its first quarter.Given the all-around strength and the management's positive commentary on the mainstay EV operations and other businesses, an analyst at Loup Ventures said Tesla is putting the prospects of companies across multiple sectors at risk.More Than Car Company:Tesla is more than a car company and more than a tech company, and it is in fact an \"energy company\" in the hiding, Loup cofounder Gene Munster said in a note.\"In reviewing the details of Tesla's March quarter, it has become increasingly clear that Tesla has the potential to be even more than an energy company,\" the analyst said.Here are a few companies/sectors Tesla could put at risk:Automakers:Demand for Tesla is outpacing the broader auto industry, the analyst said. As Tesla scales to meet demand, the price-performance gap versus other automakers will widen, he added.Traditional autos may have to price their cars 10-25% higher than Tesla, if they manufacture them with all the features contained in Tesla vehicles and choose to sell at cost, the analyst noted. If these companies choose to subsidize their vehicles, their margins will take a hit, he added.\"To that end, we believe that legacy car companies will eventually be forced to restructure or go out of business within the next decade,\" the analyst said.Ride-hailing Services:Autonomy will eventually be a mandated feature in all cars, the analyst said.Elon Musk'spush to put full-self driving software on roads before it's ready, though a flawed approach, will hand Tesla a long-term competitive advantage for feeding the self-driving neural network, he added.If Tesla wins, it could finalize on the ride-sharing service Musk has been sounding out recently, the analyst said. Going by the 2024 timeframe Musk has given for the launch and allowing some leeway for potential delays, the analyst said Lyft, Inc. and Uber Technologies, Inc. will have about four years left.Insurers:The Allstate Corporation and GEICO could be in trouble, going by how Tesla has grown its insurance business.\"Traditional auto insurance won't be able to compete because they will lack the vertically integrated, real-time data that Tesla can share and optimize,\" the analyst said.Physical Labor Musk sounded upbeat about the potential for the Optimus robot, Munster noted.\"If Musk pulls it off, physical labor will be shifted to robots, and the value created for shareholders would skyrocket past the value of EV and autonomy,\" the analyst said.Tesla closed Friday's session down 0.37% at $1,005.05, according to BenzingaPro data.","news_type":1,"symbols_score_info":{"TSLA":0.9,"F":0.9,"GM":0.9,"UBER":0.9,"ALL":0.9,"LYFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032279495,"gmtCreate":1647392187149,"gmtModify":1676534223824,"author":{"id":"4088138547969780","authorId":"4088138547969780","name":"s0ulless","avatar":"https://community-static.tradeup.com/news/3a8cdf43549cc2dee3b7999340ade20a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088138547969780","idStr":"4088138547969780"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032279495","repostId":"1136839858","repostType":2,"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091852217,"gmtCreate":1643845048633,"gmtModify":1676533861806,"author":{"id":"4088138547969780","authorId":"4088138547969780","name":"s0ulless","avatar":"https://community-static.tradeup.com/news/3a8cdf43549cc2dee3b7999340ade20a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088138547969780","idStr":"4088138547969780"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091852217","repostId":"2208936459","repostType":2,"isVote":1,"tweetType":1,"viewCount":2388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007067284,"gmtCreate":1642723471437,"gmtModify":1676533739602,"author":{"id":"4088138547969780","authorId":"4088138547969780","name":"s0ulless","avatar":"https://community-static.tradeup.com/news/3a8cdf43549cc2dee3b7999340ade20a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088138547969780","idStr":"4088138547969780"},"themes":[],"htmlText":"[lovely]&nbsp;","listText":"[lovely]&nbsp;","text":"[lovely]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007067284","repostId":"1147218437","repostType":4,"repost":{"id":"1147218437","kind":"news","pubTimestamp":1642723101,"share":"https://ttm.financial/m/news/1147218437?lang=&edition=fundamental","pubTime":"2022-01-21 07:58","market":"us","language":"en","title":"Why GameStop Couldn't Hold Onto Its Gains Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1147218437","media":"Motley Fool","summary":"And just like that,GameStop's(NYSE:GME)gains for the dayvanished, performing a perfect 180-degree U-","content":"<html><head></head><body><p>And just like that,<b>GameStop</b>&#39;s(NYSE:GME)gains for the dayvanished, performing a perfect 180-degree U-turn from where they stood at the middle of the day, Thursday, to close in the red, down 3.7%.</p><p>The loss brought to eight the number of consecutive days the video game retailer has fallen. So far in 2022, the stock is down 28%, an ignominious start to the new year.</p><p>Of course, one of the most recent reasons for its failing fortunes is the announcement by<b>Microsoft</b>(NASDAQ:MSFT)that it would be acquiring<b>Activision Blizzard</b>(NASDAQ:ATVI)for almost $70 billion, or $95 per share in cash. The fear is that byabsorbing the video game developer into its ecosystem,Microsoft would make most or all of Activision&#39;s games exclusive to its own Game Pass platform, and this could starve GameStop for customers in the future.</p><p>The pre-owned video game market has long been one of GameStop&#39;s crutches even as the industry continues to transition to digital gaming and game downloads. Some (perhaps many) people still want or prefer physical media to play, but pulling in one of the biggest game developers could deny GameStop access.</p><p>Also, in making the acquisition, Microsoft will become the world&#39;s third largest video game company behind Sony and<b>Tencent</b>.</p><p>Yet GameStop&#39;s stock trading, at least today, seems more in sync with what&#39;s happening in the broader market than with any particular issue specific to video games. The Dow Jones Industrial Average has also been on a week-long losing streak and looked like it was going to rebound today, having risen over 300 points by midday.</p><p>Yet it also steadily lost ground until it ultimately was down 313 points at the close. Being one of the original meme stocks means GameStop is going to be a volatile issue, and because it rarely trades on the fundamentals of its business, thevideo game retailerwill suffer such misfortunes more regularly, just as it did today.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why GameStop Couldn't Hold Onto Its Gains Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy GameStop Couldn't Hold Onto Its Gains Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-21 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/20/why-gamestop-couldnt-hold-onto-its-gains-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>And just like that,GameStop's(NYSE:GME)gains for the dayvanished, performing a perfect 180-degree U-turn from where they stood at the middle of the day, Thursday, to close in the red, down 3.7%.The ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/20/why-gamestop-couldnt-hold-onto-its-gains-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.fool.com/investing/2022/01/20/why-gamestop-couldnt-hold-onto-its-gains-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147218437","content_text":"And just like that,GameStop's(NYSE:GME)gains for the dayvanished, performing a perfect 180-degree U-turn from where they stood at the middle of the day, Thursday, to close in the red, down 3.7%.The loss brought to eight the number of consecutive days the video game retailer has fallen. So far in 2022, the stock is down 28%, an ignominious start to the new year.Of course, one of the most recent reasons for its failing fortunes is the announcement byMicrosoft(NASDAQ:MSFT)that it would be acquiringActivision Blizzard(NASDAQ:ATVI)for almost $70 billion, or $95 per share in cash. The fear is that byabsorbing the video game developer into its ecosystem,Microsoft would make most or all of Activision's games exclusive to its own Game Pass platform, and this could starve GameStop for customers in the future.The pre-owned video game market has long been one of GameStop's crutches even as the industry continues to transition to digital gaming and game downloads. Some (perhaps many) people still want or prefer physical media to play, but pulling in one of the biggest game developers could deny GameStop access.Also, in making the acquisition, Microsoft will become the world's third largest video game company behind Sony andTencent.Yet GameStop's stock trading, at least today, seems more in sync with what's happening in the broader market than with any particular issue specific to video games. The Dow Jones Industrial Average has also been on a week-long losing streak and looked like it was going to rebound today, having risen over 300 points by midday.Yet it also steadily lost ground until it ultimately was down 313 points at the close. Being one of the original meme stocks means GameStop is going to be a volatile issue, and because it rarely trades on the fundamentals of its business, thevideo game retailerwill suffer such misfortunes more regularly, just as it did today.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005321135,"gmtCreate":1642177452209,"gmtModify":1676533689941,"author":{"id":"4088138547969780","authorId":"4088138547969780","name":"s0ulless","avatar":"https://community-static.tradeup.com/news/3a8cdf43549cc2dee3b7999340ade20a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088138547969780","idStr":"4088138547969780"},"themes":[],"htmlText":"[Glance]&nbsp;","listText":"[Glance]&nbsp;","text":"[Glance]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005321135","repostId":"2203126977","repostType":4,"repost":{"id":"2203126977","kind":"highlight","pubTimestamp":1642174200,"share":"https://ttm.financial/m/news/2203126977?lang=&edition=fundamental","pubTime":"2022-01-14 23:30","market":"us","language":"en","title":"Are Electric Vehicle Stocks Overhyped?","url":"https://stock-news.laohu8.com/highlight/detail?id=2203126977","media":"Motley Fool","summary":"The short answer: Almost definitely.","content":"<div>\n<p>The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/\">Web Link</a>\n\n</div>\n","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>Are Electric Vehicle Stocks Overhyped?</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\">\nAre Electric Vehicle Stocks Overhyped?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","XPEV":"小鹏汽车","BK4548":"巴美列捷福持仓","RIVN":"Rivian Automotive, Inc.","BK4551":"寇图资本持仓","BK4509":"腾讯概念","BK4525":"远程办公概念","TM":"丰田汽车","NIO":"蔚来","BK4560":"网络安全概念","BK4532":"文艺复兴科技持仓","CSCO":"思科","BK4527":"明星科技股","LCID":"Lucid Group Inc","BK4020":"通信设备","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4515":"5G概念"},"source_url":"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203126977","content_text":"The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was valued under $100 billion less than three years ago, many investors are bullish on the opportunity in electric vehicles.And why wouldn't they be? The industry is growing quickly, up 26% year over year from 2020, and is going after a gigantic market opportunity in the worldwide car market. But just because these stocks are in a large, growing industry doesn't mean they will be great investments over the next decade. Just ask Cisco Systems investors who bought stock in 1999 and 2000.Are electric vehicle stocks overhyped? Yes. Let me explain why.Image source: Getty Images.Growth is strong, and the market opportunity is massiveTo start out, let's give some context around the global opportunity in electric vehicles and the overall automotive industry. In 2021, it is estimated that 6.4 million electric vehicles (EVs) were sold around the world, of which 4 million of these were all-electric and 2.4 million plug-in hybrids. That total number is up 26% from 2020.In 2022, analysts are actually expecting this growth to accelerate due to the number of models being available in the U.S. jumping from 62 to 100. If that is the case, global annual sales for electric vehicles should hit 10 million in the near future. For reference, 66 million total cars are estimated to have been sold around the world in 2021.Those are all high-level numbers, but what about the financial opportunity? Assuming an average selling price of $25,000, 10 million EV sales would equate to $250 billion in annual sales. At 50 million EVs, which assumes they take over the majority of the auto market, that equates to $1.25 trillion in sales. Clearly, the opportunity is massive from a revenue standpoint.Margins will be lowWhile the revenue opportunity for EVs is large, these manufacturing businesses also have low margins. For example, let's look at Toyota (NYSE:TM), the largest automaker in the world, with an estimated 8.5% market share in 2019. Over the last 12 months, the company has brought in $281 billion in revenue. On that revenue, only $31 billion turned into operating income, or an 11% operating margin.Tesla, the biggest pure-play EV maker, is seeing just shy of 10% operating margins on $47 billion in revenue. Given the reduction in manufacturing complications of a battery pack versus an internal combustion engine, EV makers may achieve better operating margins than 11% at scale. But they still require bending metal to succeed, so the likelihood they will be much higher than 11% on average over the long term seems unlikely.What's more, automotive businesses require tons of capital expenditures relative to their sales just to stay afloat. For example, Toyota spent almost $35 billion on capital investments over the last 12 months. Given its profit margins, that makes it very difficult for the company to return excess cash to shareholders -- which is the only driver of shareholder value in the long run. This is why Toyota's stock historically trades at a price-to-earnings (P/E) ratio at or around 10. And EV stocks will have a similar fate due to this capital intensity.Expectations are too highLet's move back to our revenue example. If annual EV sales reach $1.25 trillion and we assign a generous 15% operating margin across the industry, there will be $180 billion in annual operating income once EV sales hit 50 million a year. Remember, sales are currently at only 6.4 million, including plug-in hybrids, so this is a long way off. On that $180 billion in operating income, if you give it a 21% corporate tax rate, that is $142.2 billion in annual net income across the industry.Put an average P/E of 10 (remember, this is typical for automotive companies because of the capital intensity) on the stocks, and you have $1.42 trillion in combined market value once EVs reach maturity. Looking at the five pure-play EV stocks right now, which are Tesla, Rivian, Lucid Motors (NASDAQ:LCID), Nio (NYSE:NIO), and Xpeng (NYSE:XPEV), their combined market caps are currently $1.34 trillion, or pretty darn close to what the whole industry will be worth at maturity with optimistic margin and growth assumptions.And this doesn't include the legacy automakers like Toyota, Ford Motor Company, GM, and Volkswagen, which are all making major investments into EVs. Assuming none of these legacy manufacturers will at least capture some of the $1.42 trillion market value is naive, in my opinion.Given all these numbers, it is clear that the electric vehicle market is overhyped. If you are invested in one of these companies, or even a legacy automaker, you need to be confident in that specific company's ability to win market share and beat all these competitors. If that doesn't happen, it is likely your investment will go very poorly over the next decade.","news_type":1,"symbols_score_info":{"XPEV":1,"TSLA":1,"RIVN":1,"TM":0.6,"NIO":1,"CSCO":0.6,"LCID":1}},"isVote":1,"tweetType":1,"viewCount":2628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9084163124,"gmtCreate":1650842135265,"gmtModify":1676534799690,"author":{"id":"4088138547969780","authorId":"4088138547969780","name":"s0ulless","avatar":"https://community-static.tradeup.com/news/3a8cdf43549cc2dee3b7999340ade20a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088138547969780","idStr":"4088138547969780"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084163124","repostId":"1135284818","repostType":4,"repost":{"id":"1135284818","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1650793523,"share":"https://ttm.financial/m/news/1135284818?lang=&edition=fundamental","pubTime":"2022-04-24 17:45","market":"us","language":"en","title":"Why This Analyst Thinks Tesla's Disruptive Potential Can Put These Companies Out Of Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1135284818","media":"Benzinga","summary":"ZINGER BRIEFTraditional automakers are not positioned to challenge Tesla and will need to restructur","content":"<html><head></head><body><p><b>ZINGER BRIEF</b></p><ul><li>Traditional automakers are not positioned to challenge Tesla and will need to restructure</li><li>Ride-hailing services and insurance companies could also be bulldozed by Tesla</li></ul><p><img src=\"https://static.tigerbbs.com/cae0e867be88e6ed54490877ce38142d\" tg-width=\"518\" tg-height=\"279\" width=\"100%\" height=\"auto\"/></p><p><b>Tesla, Inc.</b> reported Wednesday forecast-beating results for its first quarter.Given the all-around strength and the management&#39;s positive commentary on the mainstay EV operations and other businesses, an analyst at <b>Loup Ventures</b> said Tesla is putting the prospects of companies across multiple sectors at risk.</p><p><b>More Than Car Company:</b>Tesla is more than a car company and more than a tech company, and it is in fact an &#34;energy company&#34; in the hiding, Loup cofounder <b>Gene Munster</b> said in a note.</p><p>&#34;In reviewing the details of Tesla&#39;s March quarter, it has become increasingly clear that Tesla has the potential to be even more than an energy company,&#34; the analyst said.</p><p>Here are a few companies/sectors Tesla could put at risk:</p><p><b>Automakers:</b>Demand for Tesla is outpacing the broader auto industry, the analyst said. As Tesla scales to meet demand, the price-performance gap versus other automakers will widen, he added.</p><p>Traditional autos may have to price their cars 10-25% higher than Tesla, if they manufacture them with all the features contained in Tesla vehicles and choose to sell at cost, the analyst noted. If these companies choose to subsidize their vehicles, their margins will take a hit, he added.</p><p>&#34;To that end, we believe that legacy car companies will eventually be forced to restructure or go out of business within the next decade,&#34; the analyst said.</p><p><b>Ride-hailing Services:</b>Autonomy will eventually be a mandated feature in all cars, the analyst said.<b>Elon Musk&#39;s</b>push to put full-self driving software on roads before it&#39;s ready, though a flawed approach, will hand Tesla a long-term competitive advantage for feeding the self-driving neural network, he added.</p><p>If Tesla wins, it could finalize on the ride-sharing service Musk has been sounding out recently, the analyst said. Going by the 2024 timeframe Musk has given for the launch and allowing some leeway for potential delays, the analyst said <b>Lyft, Inc.</b> and <b>Uber Technologies, Inc.</b> will have about four years left.</p><p><b>Insurers:</b>The <b>Allstate Corporation</b> and GEICO could be in trouble, going by how Tesla has grown its insurance business.</p><p>&#34;Traditional auto insurance won&#39;t be able to compete because they will lack the vertically integrated, real-time data that Tesla can share and optimize,&#34; the analyst said.</p><p><b>Physical Labor</b> Musk sounded upbeat about the potential for the Optimus robot, Munster noted.</p><p>&#34;If Musk pulls it off, physical labor will be shifted to robots, and the value created for shareholders would skyrocket past the value of EV and autonomy,&#34; the analyst said.</p><p>Tesla closed Friday&#39;s session down 0.37% at $1,005.05, according to BenzingaPro data.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why This Analyst Thinks Tesla's Disruptive Potential Can Put These Companies Out Of Business</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy This Analyst Thinks Tesla's Disruptive Potential Can Put These Companies Out Of Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-04-24 17:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>ZINGER BRIEF</b></p><ul><li>Traditional automakers are not positioned to challenge Tesla and will need to restructure</li><li>Ride-hailing services and insurance companies could also be bulldozed by Tesla</li></ul><p><img src=\"https://static.tigerbbs.com/cae0e867be88e6ed54490877ce38142d\" tg-width=\"518\" tg-height=\"279\" width=\"100%\" height=\"auto\"/></p><p><b>Tesla, Inc.</b> reported Wednesday forecast-beating results for its first quarter.Given the all-around strength and the management&#39;s positive commentary on the mainstay EV operations and other businesses, an analyst at <b>Loup Ventures</b> said Tesla is putting the prospects of companies across multiple sectors at risk.</p><p><b>More Than Car Company:</b>Tesla is more than a car company and more than a tech company, and it is in fact an &#34;energy company&#34; in the hiding, Loup cofounder <b>Gene Munster</b> said in a note.</p><p>&#34;In reviewing the details of Tesla&#39;s March quarter, it has become increasingly clear that Tesla has the potential to be even more than an energy company,&#34; the analyst said.</p><p>Here are a few companies/sectors Tesla could put at risk:</p><p><b>Automakers:</b>Demand for Tesla is outpacing the broader auto industry, the analyst said. As Tesla scales to meet demand, the price-performance gap versus other automakers will widen, he added.</p><p>Traditional autos may have to price their cars 10-25% higher than Tesla, if they manufacture them with all the features contained in Tesla vehicles and choose to sell at cost, the analyst noted. If these companies choose to subsidize their vehicles, their margins will take a hit, he added.</p><p>&#34;To that end, we believe that legacy car companies will eventually be forced to restructure or go out of business within the next decade,&#34; the analyst said.</p><p><b>Ride-hailing Services:</b>Autonomy will eventually be a mandated feature in all cars, the analyst said.<b>Elon Musk&#39;s</b>push to put full-self driving software on roads before it&#39;s ready, though a flawed approach, will hand Tesla a long-term competitive advantage for feeding the self-driving neural network, he added.</p><p>If Tesla wins, it could finalize on the ride-sharing service Musk has been sounding out recently, the analyst said. Going by the 2024 timeframe Musk has given for the launch and allowing some leeway for potential delays, the analyst said <b>Lyft, Inc.</b> and <b>Uber Technologies, Inc.</b> will have about four years left.</p><p><b>Insurers:</b>The <b>Allstate Corporation</b> and GEICO could be in trouble, going by how Tesla has grown its insurance business.</p><p>&#34;Traditional auto insurance won&#39;t be able to compete because they will lack the vertically integrated, real-time data that Tesla can share and optimize,&#34; the analyst said.</p><p><b>Physical Labor</b> Musk sounded upbeat about the potential for the Optimus robot, Munster noted.</p><p>&#34;If Musk pulls it off, physical labor will be shifted to robots, and the value created for shareholders would skyrocket past the value of EV and autonomy,&#34; the analyst said.</p><p>Tesla closed Friday&#39;s session down 0.37% at $1,005.05, according to BenzingaPro data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","UBER":"优步","F":"福特汽车","ALL":"好事达","LYFT":"Lyft, Inc.","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135284818","content_text":"ZINGER BRIEFTraditional automakers are not positioned to challenge Tesla and will need to restructureRide-hailing services and insurance companies could also be bulldozed by TeslaTesla, Inc. reported Wednesday forecast-beating results for its first quarter.Given the all-around strength and the management's positive commentary on the mainstay EV operations and other businesses, an analyst at Loup Ventures said Tesla is putting the prospects of companies across multiple sectors at risk.More Than Car Company:Tesla is more than a car company and more than a tech company, and it is in fact an \"energy company\" in the hiding, Loup cofounder Gene Munster said in a note.\"In reviewing the details of Tesla's March quarter, it has become increasingly clear that Tesla has the potential to be even more than an energy company,\" the analyst said.Here are a few companies/sectors Tesla could put at risk:Automakers:Demand for Tesla is outpacing the broader auto industry, the analyst said. As Tesla scales to meet demand, the price-performance gap versus other automakers will widen, he added.Traditional autos may have to price their cars 10-25% higher than Tesla, if they manufacture them with all the features contained in Tesla vehicles and choose to sell at cost, the analyst noted. If these companies choose to subsidize their vehicles, their margins will take a hit, he added.\"To that end, we believe that legacy car companies will eventually be forced to restructure or go out of business within the next decade,\" the analyst said.Ride-hailing Services:Autonomy will eventually be a mandated feature in all cars, the analyst said.Elon Musk'spush to put full-self driving software on roads before it's ready, though a flawed approach, will hand Tesla a long-term competitive advantage for feeding the self-driving neural network, he added.If Tesla wins, it could finalize on the ride-sharing service Musk has been sounding out recently, the analyst said. Going by the 2024 timeframe Musk has given for the launch and allowing some leeway for potential delays, the analyst said Lyft, Inc. and Uber Technologies, Inc. will have about four years left.Insurers:The Allstate Corporation and GEICO could be in trouble, going by how Tesla has grown its insurance business.\"Traditional auto insurance won't be able to compete because they will lack the vertically integrated, real-time data that Tesla can share and optimize,\" the analyst said.Physical Labor Musk sounded upbeat about the potential for the Optimus robot, Munster noted.\"If Musk pulls it off, physical labor will be shifted to robots, and the value created for shareholders would skyrocket past the value of EV and autonomy,\" the analyst said.Tesla closed Friday's session down 0.37% at $1,005.05, according to BenzingaPro data.","news_type":1,"symbols_score_info":{"TSLA":0.9,"F":0.9,"GM":0.9,"UBER":0.9,"ALL":0.9,"LYFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091852217,"gmtCreate":1643845048633,"gmtModify":1676533861806,"author":{"id":"4088138547969780","authorId":"4088138547969780","name":"s0ulless","avatar":"https://community-static.tradeup.com/news/3a8cdf43549cc2dee3b7999340ade20a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088138547969780","idStr":"4088138547969780"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091852217","repostId":"2208936459","repostType":2,"isVote":1,"tweetType":1,"viewCount":2388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007067284,"gmtCreate":1642723471437,"gmtModify":1676533739602,"author":{"id":"4088138547969780","authorId":"4088138547969780","name":"s0ulless","avatar":"https://community-static.tradeup.com/news/3a8cdf43549cc2dee3b7999340ade20a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088138547969780","idStr":"4088138547969780"},"themes":[],"htmlText":"[lovely]&nbsp;","listText":"[lovely]&nbsp;","text":"[lovely]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007067284","repostId":"1147218437","repostType":4,"repost":{"id":"1147218437","kind":"news","pubTimestamp":1642723101,"share":"https://ttm.financial/m/news/1147218437?lang=&edition=fundamental","pubTime":"2022-01-21 07:58","market":"us","language":"en","title":"Why GameStop Couldn't Hold Onto Its Gains Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1147218437","media":"Motley Fool","summary":"And just like that,GameStop's(NYSE:GME)gains for the dayvanished, performing a perfect 180-degree U-","content":"<html><head></head><body><p>And just like that,<b>GameStop</b>&#39;s(NYSE:GME)gains for the dayvanished, performing a perfect 180-degree U-turn from where they stood at the middle of the day, Thursday, to close in the red, down 3.7%.</p><p>The loss brought to eight the number of consecutive days the video game retailer has fallen. So far in 2022, the stock is down 28%, an ignominious start to the new year.</p><p>Of course, one of the most recent reasons for its failing fortunes is the announcement by<b>Microsoft</b>(NASDAQ:MSFT)that it would be acquiring<b>Activision Blizzard</b>(NASDAQ:ATVI)for almost $70 billion, or $95 per share in cash. The fear is that byabsorbing the video game developer into its ecosystem,Microsoft would make most or all of Activision&#39;s games exclusive to its own Game Pass platform, and this could starve GameStop for customers in the future.</p><p>The pre-owned video game market has long been one of GameStop&#39;s crutches even as the industry continues to transition to digital gaming and game downloads. Some (perhaps many) people still want or prefer physical media to play, but pulling in one of the biggest game developers could deny GameStop access.</p><p>Also, in making the acquisition, Microsoft will become the world&#39;s third largest video game company behind Sony and<b>Tencent</b>.</p><p>Yet GameStop&#39;s stock trading, at least today, seems more in sync with what&#39;s happening in the broader market than with any particular issue specific to video games. The Dow Jones Industrial Average has also been on a week-long losing streak and looked like it was going to rebound today, having risen over 300 points by midday.</p><p>Yet it also steadily lost ground until it ultimately was down 313 points at the close. Being one of the original meme stocks means GameStop is going to be a volatile issue, and because it rarely trades on the fundamentals of its business, thevideo game retailerwill suffer such misfortunes more regularly, just as it did today.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why GameStop Couldn't Hold Onto Its Gains Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy GameStop Couldn't Hold Onto Its Gains Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-21 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/20/why-gamestop-couldnt-hold-onto-its-gains-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>And just like that,GameStop's(NYSE:GME)gains for the dayvanished, performing a perfect 180-degree U-turn from where they stood at the middle of the day, Thursday, to close in the red, down 3.7%.The ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/20/why-gamestop-couldnt-hold-onto-its-gains-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.fool.com/investing/2022/01/20/why-gamestop-couldnt-hold-onto-its-gains-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147218437","content_text":"And just like that,GameStop's(NYSE:GME)gains for the dayvanished, performing a perfect 180-degree U-turn from where they stood at the middle of the day, Thursday, to close in the red, down 3.7%.The loss brought to eight the number of consecutive days the video game retailer has fallen. So far in 2022, the stock is down 28%, an ignominious start to the new year.Of course, one of the most recent reasons for its failing fortunes is the announcement byMicrosoft(NASDAQ:MSFT)that it would be acquiringActivision Blizzard(NASDAQ:ATVI)for almost $70 billion, or $95 per share in cash. The fear is that byabsorbing the video game developer into its ecosystem,Microsoft would make most or all of Activision's games exclusive to its own Game Pass platform, and this could starve GameStop for customers in the future.The pre-owned video game market has long been one of GameStop's crutches even as the industry continues to transition to digital gaming and game downloads. Some (perhaps many) people still want or prefer physical media to play, but pulling in one of the biggest game developers could deny GameStop access.Also, in making the acquisition, Microsoft will become the world's third largest video game company behind Sony andTencent.Yet GameStop's stock trading, at least today, seems more in sync with what's happening in the broader market than with any particular issue specific to video games. The Dow Jones Industrial Average has also been on a week-long losing streak and looked like it was going to rebound today, having risen over 300 points by midday.Yet it also steadily lost ground until it ultimately was down 313 points at the close. Being one of the original meme stocks means GameStop is going to be a volatile issue, and because it rarely trades on the fundamentals of its business, thevideo game retailerwill suffer such misfortunes more regularly, just as it did today.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032279495,"gmtCreate":1647392187149,"gmtModify":1676534223824,"author":{"id":"4088138547969780","authorId":"4088138547969780","name":"s0ulless","avatar":"https://community-static.tradeup.com/news/3a8cdf43549cc2dee3b7999340ade20a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088138547969780","idStr":"4088138547969780"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032279495","repostId":"1136839858","repostType":2,"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005321135,"gmtCreate":1642177452209,"gmtModify":1676533689941,"author":{"id":"4088138547969780","authorId":"4088138547969780","name":"s0ulless","avatar":"https://community-static.tradeup.com/news/3a8cdf43549cc2dee3b7999340ade20a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088138547969780","idStr":"4088138547969780"},"themes":[],"htmlText":"[Glance]&nbsp;","listText":"[Glance]&nbsp;","text":"[Glance]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005321135","repostId":"2203126977","repostType":4,"repost":{"id":"2203126977","kind":"highlight","pubTimestamp":1642174200,"share":"https://ttm.financial/m/news/2203126977?lang=&edition=fundamental","pubTime":"2022-01-14 23:30","market":"us","language":"en","title":"Are Electric Vehicle Stocks Overhyped?","url":"https://stock-news.laohu8.com/highlight/detail?id=2203126977","media":"Motley Fool","summary":"The short answer: Almost definitely.","content":"<div>\n<p>The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/\">Web Link</a>\n\n</div>\n","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>Are Electric Vehicle Stocks Overhyped?</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\">\nAre Electric Vehicle Stocks Overhyped?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","XPEV":"小鹏汽车","BK4548":"巴美列捷福持仓","RIVN":"Rivian Automotive, Inc.","BK4551":"寇图资本持仓","BK4509":"腾讯概念","BK4525":"远程办公概念","TM":"丰田汽车","NIO":"蔚来","BK4560":"网络安全概念","BK4532":"文艺复兴科技持仓","CSCO":"思科","BK4527":"明星科技股","LCID":"Lucid Group Inc","BK4020":"通信设备","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4515":"5G概念"},"source_url":"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203126977","content_text":"The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was valued under $100 billion less than three years ago, many investors are bullish on the opportunity in electric vehicles.And why wouldn't they be? The industry is growing quickly, up 26% year over year from 2020, and is going after a gigantic market opportunity in the worldwide car market. But just because these stocks are in a large, growing industry doesn't mean they will be great investments over the next decade. Just ask Cisco Systems investors who bought stock in 1999 and 2000.Are electric vehicle stocks overhyped? Yes. Let me explain why.Image source: Getty Images.Growth is strong, and the market opportunity is massiveTo start out, let's give some context around the global opportunity in electric vehicles and the overall automotive industry. In 2021, it is estimated that 6.4 million electric vehicles (EVs) were sold around the world, of which 4 million of these were all-electric and 2.4 million plug-in hybrids. That total number is up 26% from 2020.In 2022, analysts are actually expecting this growth to accelerate due to the number of models being available in the U.S. jumping from 62 to 100. If that is the case, global annual sales for electric vehicles should hit 10 million in the near future. For reference, 66 million total cars are estimated to have been sold around the world in 2021.Those are all high-level numbers, but what about the financial opportunity? Assuming an average selling price of $25,000, 10 million EV sales would equate to $250 billion in annual sales. At 50 million EVs, which assumes they take over the majority of the auto market, that equates to $1.25 trillion in sales. Clearly, the opportunity is massive from a revenue standpoint.Margins will be lowWhile the revenue opportunity for EVs is large, these manufacturing businesses also have low margins. For example, let's look at Toyota (NYSE:TM), the largest automaker in the world, with an estimated 8.5% market share in 2019. Over the last 12 months, the company has brought in $281 billion in revenue. On that revenue, only $31 billion turned into operating income, or an 11% operating margin.Tesla, the biggest pure-play EV maker, is seeing just shy of 10% operating margins on $47 billion in revenue. Given the reduction in manufacturing complications of a battery pack versus an internal combustion engine, EV makers may achieve better operating margins than 11% at scale. But they still require bending metal to succeed, so the likelihood they will be much higher than 11% on average over the long term seems unlikely.What's more, automotive businesses require tons of capital expenditures relative to their sales just to stay afloat. For example, Toyota spent almost $35 billion on capital investments over the last 12 months. Given its profit margins, that makes it very difficult for the company to return excess cash to shareholders -- which is the only driver of shareholder value in the long run. This is why Toyota's stock historically trades at a price-to-earnings (P/E) ratio at or around 10. And EV stocks will have a similar fate due to this capital intensity.Expectations are too highLet's move back to our revenue example. If annual EV sales reach $1.25 trillion and we assign a generous 15% operating margin across the industry, there will be $180 billion in annual operating income once EV sales hit 50 million a year. Remember, sales are currently at only 6.4 million, including plug-in hybrids, so this is a long way off. On that $180 billion in operating income, if you give it a 21% corporate tax rate, that is $142.2 billion in annual net income across the industry.Put an average P/E of 10 (remember, this is typical for automotive companies because of the capital intensity) on the stocks, and you have $1.42 trillion in combined market value once EVs reach maturity. Looking at the five pure-play EV stocks right now, which are Tesla, Rivian, Lucid Motors (NASDAQ:LCID), Nio (NYSE:NIO), and Xpeng (NYSE:XPEV), their combined market caps are currently $1.34 trillion, or pretty darn close to what the whole industry will be worth at maturity with optimistic margin and growth assumptions.And this doesn't include the legacy automakers like Toyota, Ford Motor Company, GM, and Volkswagen, which are all making major investments into EVs. Assuming none of these legacy manufacturers will at least capture some of the $1.42 trillion market value is naive, in my opinion.Given all these numbers, it is clear that the electric vehicle market is overhyped. If you are invested in one of these companies, or even a legacy automaker, you need to be confident in that specific company's ability to win market share and beat all these competitors. If that doesn't happen, it is likely your investment will go very poorly over the next decade.","news_type":1,"symbols_score_info":{"XPEV":1,"TSLA":1,"RIVN":1,"TM":0.6,"NIO":1,"CSCO":0.6,"LCID":1}},"isVote":1,"tweetType":1,"viewCount":2628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}