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Heng08
11-20 20:29
$NVIDIA Corp(NVDA)$
Heng08
2023-08-03
Then wait for tonight's news
Amazon Earnings Are Here. All Eyes Are on the Cloud
Heng08
2023-08-03
Hopefully, it's good news
Apple and Amazon, Twin Tech Giants Worth Over $4 Trillion, Are About to Bolster the Economy’s Upswing Or Spoil the Party
Heng08
2023-08-03
Good 👍👏
Microsoft: A Buy With Both Hands As Stock Dips Lower
Heng08
2023-06-13
Ok
Palantir: Rally Has Just Begun
Heng08
2023-06-08
See how things are today
Did Palantir Stock Just Run Out of Momentum?
Heng08
2023-06-07
Like
Palantir’s Stock Looks to Extend Rally After Company Announces Latest Deal
Heng08
2023-06-07
Ok
PLTR Stock Alert: Palantir Announces Amazon Launch
Heng08
2023-06-06
$Palantir Technologies Inc.(PLTR)$
Heng08
2023-05-31
Ok
Shares soar as ChargePoint (CHPT) earns upgrade from Bank of America
Heng08
2023-05-30
😭
7 Sad Stocks That Are Waving Big Red Flags
Heng08
2023-01-28
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Heng08
2022-12-25
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Heng08
2022-12-09
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Heng08
2022-12-07
Ok
7 Electric Vehicle Stocks to Sell in December
Heng08
2022-12-06
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Heng08
2022-12-05
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Heng08
2022-12-02
Good
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Heng08
2022-11-16
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Heng08
2022-11-14
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href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a><v-v data-views=\"1\"></v-v> ","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373048448217304","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204943214936312,"gmtCreate":1691044520674,"gmtModify":1691044524920,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"themes":[],"htmlText":"Then wait for tonight's news","listText":"Then wait for tonight's news","text":"Then wait for tonight's news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204943214936312","repostId":"2356119182","repostType":4,"repost":{"id":"2356119182","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1691042004,"share":"https://ttm.financial/m/news/2356119182?lang=&edition=fundamental","pubTime":"2023-08-03 13:53","market":"us","language":"en","title":"Amazon Earnings Are Here. All Eyes Are on the Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=2356119182","media":"Dow Jones","summary":"When Amazon reports earnings after the close of trading on Thursday, the key will almost certainly be the outlook for Amazon Web Services, the company’s cloud computing platform.Amazon stock is up nea","content":"<html><head></head><body><p style=\"text-align: start;\">When Amazon reports earnings after the close of trading on Thursday, the key will almost certainly be the outlook for Amazon Web Services, the company’s cloud computing platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f265a15bc663a4f4f0370c4b443b72ec\" alt=\"Amazon stock is up nearly 60% for the year to date.\" title=\"Amazon stock is up nearly 60% for the year to date.\" tg-width=\"639\" tg-height=\"426\"/><span>Amazon stock is up nearly 60% for the year to date.</span></p><p style=\"text-align: start;\">For the June quarter, Street consensus estimates for Amazon (ticker: AMZN) call for sales of $131.2 billion, up 8% from the year earlier quarter, with a profit of 35 cents a share, up from a loss of 20 cents a year ago.</p><p>In reporting March quarter results, the company had projected revenue of between $127 million and $133 billion for the third quarter, up 5% to 10%. Amazon’s guidance calls for operating income of between $2 billion and $5.5 billion.</p><p>Amazon Web Services has been decelerating in recent quarters, as customers focus on optimization of their cloud spending, and that will continue this time. Street consensus as measured by FactSet calls for $21.7 billion in AWS revenue in the quarter, up 10% from a year earlier, another ratchet down from the nearly 40% growth level in the 2021 fourth quarter. Current estimates call for 10.2% AWS growth in the September quarter—and the Street’s reaction to the quarter almost certainly will turn on what it says about AWS growth moving forward.</p><p>Street estimates call for second quarter online stores revenue of $54.2 billion, up 6.5%, with third-party seller services revenue of $31 billion, up 13.1%. Subscription services are projected at $9.7 billion, up 11%, while ad revenue is forecast to be $10.3 billion, up 18%.</p><p>For the September quarter, Street estimates call for overall revenue of $137.5 billion and profit of 41 cents a share.</p><p>Evercore ISI analyst Mark Mahaney, who has an Outperform rating and $150 price target on Amazon shares, writes in a preview note the strong results from the cloud businesses at both Microsoft (MSFT) and Meta Platforms (META) have largely de-risked the quarter for AWS. </p><p>Mahaney says Amazon remains a top pick, given what he calls his “triple trough thesis,” which is that margins, the stock’s multiple, and revenue growth are all at trough levels. He thinks second quarter results will show signs of improving margins and strengthening retail sales. The key question, he adds, is what management says about the outlook for AWS. Positive commentary could be “an unlock” for the stock, says Mahaney.</p><p>RBC analyst Brad Erickson is bullish too, keeping an Outperform rating and $135 price target on Amazon shares. He says the company is likely to comment on July results at AWS, which could serve as a type of barometer for the rest of the quarter. High single digit growth for the July quarter, combined with signs of acceleration from there, “should be fine.”</p><p>Meanwhile, Erickson thinks most of the Amazon conference call Q&A will focus on the company’s generative AI strategy. The RBC analyst doesn’t expect detailed guidance on the company’s Gen AI business, but says that “in the event it does, this would be a positive.”</p><p>Amazon shares are up nearly 60% for the year to date.</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>Amazon Earnings Are Here. All Eyes Are on the Cloud</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Earnings Are Here. All Eyes Are on the Cloud\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-08-03 13:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">When Amazon reports earnings after the close of trading on Thursday, the key will almost certainly be the outlook for Amazon Web Services, the company’s cloud computing platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f265a15bc663a4f4f0370c4b443b72ec\" alt=\"Amazon stock is up nearly 60% for the year to date.\" title=\"Amazon stock is up nearly 60% for the year to date.\" tg-width=\"639\" tg-height=\"426\"/><span>Amazon stock is up nearly 60% for the year to date.</span></p><p style=\"text-align: start;\">For the June quarter, Street consensus estimates for Amazon (ticker: AMZN) call for sales of $131.2 billion, up 8% from the year earlier quarter, with a profit of 35 cents a share, up from a loss of 20 cents a year ago.</p><p>In reporting March quarter results, the company had projected revenue of between $127 million and $133 billion for the third quarter, up 5% to 10%. Amazon’s guidance calls for operating income of between $2 billion and $5.5 billion.</p><p>Amazon Web Services has been decelerating in recent quarters, as customers focus on optimization of their cloud spending, and that will continue this time. Street consensus as measured by FactSet calls for $21.7 billion in AWS revenue in the quarter, up 10% from a year earlier, another ratchet down from the nearly 40% growth level in the 2021 fourth quarter. Current estimates call for 10.2% AWS growth in the September quarter—and the Street’s reaction to the quarter almost certainly will turn on what it says about AWS growth moving forward.</p><p>Street estimates call for second quarter online stores revenue of $54.2 billion, up 6.5%, with third-party seller services revenue of $31 billion, up 13.1%. Subscription services are projected at $9.7 billion, up 11%, while ad revenue is forecast to be $10.3 billion, up 18%.</p><p>For the September quarter, Street estimates call for overall revenue of $137.5 billion and profit of 41 cents a share.</p><p>Evercore ISI analyst Mark Mahaney, who has an Outperform rating and $150 price target on Amazon shares, writes in a preview note the strong results from the cloud businesses at both Microsoft (MSFT) and Meta Platforms (META) have largely de-risked the quarter for AWS. </p><p>Mahaney says Amazon remains a top pick, given what he calls his “triple trough thesis,” which is that margins, the stock’s multiple, and revenue growth are all at trough levels. He thinks second quarter results will show signs of improving margins and strengthening retail sales. The key question, he adds, is what management says about the outlook for AWS. Positive commentary could be “an unlock” for the stock, says Mahaney.</p><p>RBC analyst Brad Erickson is bullish too, keeping an Outperform rating and $135 price target on Amazon shares. He says the company is likely to comment on July results at AWS, which could serve as a type of barometer for the rest of the quarter. High single digit growth for the July quarter, combined with signs of acceleration from there, “should be fine.”</p><p>Meanwhile, Erickson thinks most of the Amazon conference call Q&A will focus on the company’s generative AI strategy. The RBC analyst doesn’t expect detailed guidance on the company’s Gen AI business, but says that “in the event it does, this would be a positive.”</p><p>Amazon shares are up nearly 60% for the year to date.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/articles/amazon-earnings-stock-price-173a216d?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356119182","content_text":"When Amazon reports earnings after the close of trading on Thursday, the key will almost certainly be the outlook for Amazon Web Services, the company’s cloud computing platform.Amazon stock is up nearly 60% for the year to date.For the June quarter, Street consensus estimates for Amazon (ticker: AMZN) call for sales of $131.2 billion, up 8% from the year earlier quarter, with a profit of 35 cents a share, up from a loss of 20 cents a year ago.In reporting March quarter results, the company had projected revenue of between $127 million and $133 billion for the third quarter, up 5% to 10%. Amazon’s guidance calls for operating income of between $2 billion and $5.5 billion.Amazon Web Services has been decelerating in recent quarters, as customers focus on optimization of their cloud spending, and that will continue this time. Street consensus as measured by FactSet calls for $21.7 billion in AWS revenue in the quarter, up 10% from a year earlier, another ratchet down from the nearly 40% growth level in the 2021 fourth quarter. Current estimates call for 10.2% AWS growth in the September quarter—and the Street’s reaction to the quarter almost certainly will turn on what it says about AWS growth moving forward.Street estimates call for second quarter online stores revenue of $54.2 billion, up 6.5%, with third-party seller services revenue of $31 billion, up 13.1%. Subscription services are projected at $9.7 billion, up 11%, while ad revenue is forecast to be $10.3 billion, up 18%.For the September quarter, Street estimates call for overall revenue of $137.5 billion and profit of 41 cents a share.Evercore ISI analyst Mark Mahaney, who has an Outperform rating and $150 price target on Amazon shares, writes in a preview note the strong results from the cloud businesses at both Microsoft (MSFT) and Meta Platforms (META) have largely de-risked the quarter for AWS. Mahaney says Amazon remains a top pick, given what he calls his “triple trough thesis,” which is that margins, the stock’s multiple, and revenue growth are all at trough levels. He thinks second quarter results will show signs of improving margins and strengthening retail sales. The key question, he adds, is what management says about the outlook for AWS. Positive commentary could be “an unlock” for the stock, says Mahaney.RBC analyst Brad Erickson is bullish too, keeping an Outperform rating and $135 price target on Amazon shares. He says the company is likely to comment on July results at AWS, which could serve as a type of barometer for the rest of the quarter. High single digit growth for the July quarter, combined with signs of acceleration from there, “should be fine.”Meanwhile, Erickson thinks most of the Amazon conference call Q&A will focus on the company’s generative AI strategy. The RBC analyst doesn’t expect detailed guidance on the company’s Gen AI business, but says that “in the event it does, this would be a positive.”Amazon shares are up nearly 60% for the year to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204939740127472,"gmtCreate":1691043534837,"gmtModify":1691043539135,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"themes":[],"htmlText":"Hopefully, it's good news","listText":"Hopefully, it's good news","text":"Hopefully, it's good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204939740127472","repostId":"2356419678","repostType":2,"repost":{"id":"2356419678","pubTimestamp":1691038807,"share":"https://ttm.financial/m/news/2356419678?lang=&edition=fundamental","pubTime":"2023-08-03 13:00","market":"us","language":"en","title":"Apple and Amazon, Twin Tech Giants Worth Over $4 Trillion, Are About to Bolster the Economy’s Upswing Or Spoil the Party","url":"https://stock-news.laohu8.com/highlight/detail?id=2356419678","media":"Fortune","summary":"We’ve heard from the Fed, the Commerce Department, and an army of economists. Now it's time to hear from two of the other key pillars of the U.S. economy: Apple and Amazon.The twin tech giants, which ","content":"<html><head></head><body><p>We’ve heard from the Fed, the Commerce Department, and an army of economists. Now it's time to hear from two of the other key pillars of the U.S. economy: Apple and Amazon.</p><p>The twin tech giants, which collectively account for more than $4 trillion of market cap as well as billions of dollars of consumer and business spending, are due to report quarterly earnings after Thursday's market close.</p><p>The companies' results—and just as importantly, their forecasts for the coming months—will add vital data that could confirm recent hopes that a recession has been avoided, or reignite worries about the business landscape.</p><p>“When Cook talks everyone else listens given Apple's unique perch and perspective around consumer demand globally and what this means for the path looking forward,” Wedbush’s Dan Ives wrote in a recent note to investors.</p><p>From the sales of iPhones and Macs, to the volume of online shopping and the spending by companies on cloud computing services, Apple and Amazon together provide one of the most well-rounded snapshots of market conditions.</p><p>Amazon, which employs more than 1.5 million workers, is the world’s second largest online retailer (in addition to owning the Whole Foods supermarket chain, which Bloomberg recently reported is being overhauled in a bid by Amazon to go after Walmart’s brick-and-mortar empire).</p><p>In July, Amazon announced that it had experienced the largest Prime Day sales ever. Prime members purchased over 375 million items and saved more than $2.5 billion in total (Amazon did not say how much money shoppers actually spent), compared to 300 million items and $1.7 billion last year. This revenue won’t show up in the second quarter results, but it’s a positive sign for consumer spending, which accounts for roughly two-thirds of U.S. GDP.</p><h2 id=\"id_195144134\">Taylor Swift vs the iPhone</h2><p>D. A. Davidson analyst Tom Forte wrote in a recent report that the Prime Day numbers could raise hopes of a spending pickup in the home and consumer electronics categories, following a phase in which post-COVID “revenge travel” and in-person, live events have captured a lot of consumers’ discretionary income.</p><p>Compared to Taylor Swift or Beyonce concerts, Apple may have a hard time competing right now—especially given that the iPhone is awaiting its Fall upgrade to a new model. Analysts expect Apple to post its third consecutive year-over-year revenue decline during the recently ended quarter, and many investors will be more interested in the company’s outlook for the remainder of the year.</p><p>D. A. Davidson’s Forte told <em>Fortune </em>the iPhone is more like a consumer staple than a discretionary item — it’s a necessity, not a rewarding purchase. That’s not a bad thing in a challenging macro-economic environment — iPhones keep selling while consumers do without other products. And indeed, Apple's stock is up nearly 60% this year, as investors find comfort in its stable business.</p><p>But while expectations for iPhone sales are modest, Forte says a key question is what it would mean if iPhone sales do worse than expected?</p><p>“If Apple reports weaker than expected iPhone sales...then it would suggest that the macroeconomic pressure may be negatively affecting products that we perceive to be a consumer staple, not a discretionary item,” Forte said. </p><p>Many investors will also be looking to overseas markets like China and India for signs of strength in Apple’s business and in the global economy.</p><h2 id=\"id_469006651\">Amazon's cloud barometer</h2><p>If consumer spending disappoints in Apple’s or Amazon’s reports, the performance of Amazon’s cloud business could become particularly important to the broader economic picture. When the Commerce Department reported that U.S. GDP increased 2.4% in Q2, it noted that business spending surged by 7.7%. That's an encouraging sign for cloud computing services that cater to corporate customers.</p><p>Amazon’s cloud rivals delivered mixed results in the second quarter, with Microsoft reporting weaker-than-expected cloud revenue growth, while Google’s cloud business posted its first ever profit. Analysts expect Amazon’s AWS cloud business revenue to increase by 9% year-over-year in Q2, according to CRN.</p><p>While Amazon AWS is in a fierce battle for market share against Microsoft and Google, its position as the dominant cloud provider makes it an important gauge of broader corporate cloud spending.</p><p>For Amazon investors as well as for those reading economic tea leaves, the AWS outlook will provide plenty of fuel for thought.</p></body></html>","source":"lsy1618285953446","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 and Amazon, Twin Tech Giants Worth Over $4 Trillion, Are About to Bolster the Economy’s Upswing Or Spoil the Party</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 and Amazon, Twin Tech Giants Worth Over $4 Trillion, Are About to Bolster the Economy’s Upswing Or Spoil the Party\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-03 13:00 GMT+8 <a href=https://fortune.com/2023/08/02/apple-and-amazon-twin-tech-giants-worth-over-4-trillion-are-about-to-bolster-the-economys-upswing-or-spoil-the-party/><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We’ve heard from the Fed, the Commerce Department, and an army of economists. Now it's time to hear from two of the other key pillars of the U.S. economy: Apple and Amazon.The twin tech giants, which ...</p>\n\n<a href=\"https://fortune.com/2023/08/02/apple-and-amazon-twin-tech-giants-worth-over-4-trillion-are-about-to-bolster-the-economys-upswing-or-spoil-the-party/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A(dist)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4548":"巴美列捷福持仓","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","AMZN":"亚马逊","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4553":"喜马拉雅资本持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4534":"瑞士信贷持仓","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4525":"远程办公概念","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4220":"综合零售","BK4535":"淡马锡持仓","BK4524":"宅经济概念","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BK4527":"明星科技股","BK4538":"云计算","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AAPL":"苹果","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC"},"source_url":"https://fortune.com/2023/08/02/apple-and-amazon-twin-tech-giants-worth-over-4-trillion-are-about-to-bolster-the-economys-upswing-or-spoil-the-party/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356419678","content_text":"We’ve heard from the Fed, the Commerce Department, and an army of economists. Now it's time to hear from two of the other key pillars of the U.S. economy: Apple and Amazon.The twin tech giants, which collectively account for more than $4 trillion of market cap as well as billions of dollars of consumer and business spending, are due to report quarterly earnings after Thursday's market close.The companies' results—and just as importantly, their forecasts for the coming months—will add vital data that could confirm recent hopes that a recession has been avoided, or reignite worries about the business landscape.“When Cook talks everyone else listens given Apple's unique perch and perspective around consumer demand globally and what this means for the path looking forward,” Wedbush’s Dan Ives wrote in a recent note to investors.From the sales of iPhones and Macs, to the volume of online shopping and the spending by companies on cloud computing services, Apple and Amazon together provide one of the most well-rounded snapshots of market conditions.Amazon, which employs more than 1.5 million workers, is the world’s second largest online retailer (in addition to owning the Whole Foods supermarket chain, which Bloomberg recently reported is being overhauled in a bid by Amazon to go after Walmart’s brick-and-mortar empire).In July, Amazon announced that it had experienced the largest Prime Day sales ever. Prime members purchased over 375 million items and saved more than $2.5 billion in total (Amazon did not say how much money shoppers actually spent), compared to 300 million items and $1.7 billion last year. This revenue won’t show up in the second quarter results, but it’s a positive sign for consumer spending, which accounts for roughly two-thirds of U.S. GDP.Taylor Swift vs the iPhoneD. A. Davidson analyst Tom Forte wrote in a recent report that the Prime Day numbers could raise hopes of a spending pickup in the home and consumer electronics categories, following a phase in which post-COVID “revenge travel” and in-person, live events have captured a lot of consumers’ discretionary income.Compared to Taylor Swift or Beyonce concerts, Apple may have a hard time competing right now—especially given that the iPhone is awaiting its Fall upgrade to a new model. Analysts expect Apple to post its third consecutive year-over-year revenue decline during the recently ended quarter, and many investors will be more interested in the company’s outlook for the remainder of the year.D. A. Davidson’s Forte told Fortune the iPhone is more like a consumer staple than a discretionary item — it’s a necessity, not a rewarding purchase. That’s not a bad thing in a challenging macro-economic environment — iPhones keep selling while consumers do without other products. And indeed, Apple's stock is up nearly 60% this year, as investors find comfort in its stable business.But while expectations for iPhone sales are modest, Forte says a key question is what it would mean if iPhone sales do worse than expected?“If Apple reports weaker than expected iPhone sales...then it would suggest that the macroeconomic pressure may be negatively affecting products that we perceive to be a consumer staple, not a discretionary item,” Forte said. Many investors will also be looking to overseas markets like China and India for signs of strength in Apple’s business and in the global economy.Amazon's cloud barometerIf consumer spending disappoints in Apple’s or Amazon’s reports, the performance of Amazon’s cloud business could become particularly important to the broader economic picture. When the Commerce Department reported that U.S. GDP increased 2.4% in Q2, it noted that business spending surged by 7.7%. That's an encouraging sign for cloud computing services that cater to corporate customers.Amazon’s cloud rivals delivered mixed results in the second quarter, with Microsoft reporting weaker-than-expected cloud revenue growth, while Google’s cloud business posted its first ever profit. Analysts expect Amazon’s AWS cloud business revenue to increase by 9% year-over-year in Q2, according to CRN.While Amazon AWS is in a fierce battle for market share against Microsoft and Google, its position as the dominant cloud provider makes it an important gauge of broader corporate cloud spending.For Amazon investors as well as for those reading economic tea leaves, the AWS outlook will provide plenty of fuel for thought.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204920910004328,"gmtCreate":1691039041983,"gmtModify":1691039045243,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"themes":[],"htmlText":"Good 👍👏","listText":"Good 👍👏","text":"Good 👍👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204920910004328","repostId":"2356161255","repostType":2,"repost":{"id":"2356161255","pubTimestamp":1691038509,"share":"https://ttm.financial/m/news/2356161255?lang=&edition=fundamental","pubTime":"2023-08-03 12:55","market":"us","language":"en","title":"Microsoft: A Buy With Both Hands As Stock Dips Lower","url":"https://stock-news.laohu8.com/highlight/detail?id=2356161255","media":"seekingalpha","summary":"jewhyte Microsoft Corporation (NASDAQ:MSFT) reported its highly-anticipated quarterly earnings last week as it has become a high-flying AI stock this year. Though the forward-looking earnings guidance","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fba5529ccd2650b4624e909452a8990\" tg-width=\"750\" tg-height=\"499\"/></p><p><strong>Microsoft Corporation</strong> (NASDAQ:MSFT) reported its highly-anticipated quarterly earnings last week as it has become a high-flying AI stock this year. Though the forward-looking earnings guidance turned out to be underwhelming as executives emphasized that AI-driven growth would be gradual, while capex growth would pick up. This has induced selling pressure on the stock, which is down around 8% from its peak. Nonetheless, Microsoft’s AI-powered growth potential remains promising over the long term, and Nexus Research recommends using the stock price dip as a buying opportunity.</p><p>While AI will transform every product and service offered by Microsoft, the Intelligent Cloud segment is a key focus, given that it remains the largest contributor to revenue, constituting 43% of total revenue in Q4 FY23.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcbec11f15f97b371310352b3b3dde6b\" tg-width=\"640\" tg-height=\"325\"/></p><p>Data source: company filings</p><p></p><p>A key driver of the Intelligent Cloud segment is Azure cloud services, which is expected to win big from the AI revolution as businesses across industries require more cloud-based computing power to build and run their own AI applications. However, on the Q4 FY23 earnings call, Microsoft CFO Amy Hood tempered investors’ growth expectations:</p><blockquote>“Even with strong demand and a leadership position, growth from our AI services will be gradual as Azure AI scales and our copilots reach general availability dates. So for FY '24, the impact will be weighted towards H2. To support our Microsoft Cloud growth and demand for our AI platform, we will accelerate investment in our cloud infrastructure. We expect capital expenditures to increase sequentially each quarter through the year as we scale to meet demand signals.â€</blockquote><p>For Q1 FY24, Microsoft forecasted:</p><blockquote>“In Azure, we expect revenue growth to be 25% to 26% in constant currency, including roughly 2 points from all Azure AI Services.â€</blockquote><p>Microsoft will need to spend heavily on building and scaling AI infrastructure. Now, this presents a double-edged sword. On the one hand, it is disappointing that Microsoft was not ready for the AI revolution the way Nvidia Corporation (NVDA) was.</p><p>While the tech giant was wise enough to invest in the revolutionary AI start-up, OpenAI, it seems like even Microsoft underestimated how rapidly ChatGPT would gain worldwide popularity, and its prospect of triggering a new industrial revolution. As a result, it does not have the highly-scaled Azure infrastructure in place to support the AI revolution across industries. Microsoft was just not ready for the ChatGPT moment the way Nvidia was, and therefore has been unable to provide the jaw-dropping earnings guidance numbers the way Nvidia was able to last quarter.</p><p>On the other hand, Microsoft has been emphasizing that demand for its AI platform and offerings is strong, hence investors can already be confident that Microsoft’s heavy capex will certainly pay off given the pent-up demand. In fact, Microsoft is already making meaningful progress in serving cloud customers’ AI needs, given that its Azure OpenAI Service now has over 11,000 customers, that’s more than four times the 2,500 customers revealed last quarter.</p><p>Furthermore, on the earnings call, the CEO also shared that:</p><blockquote>“the average annualized value for our large, long-term Azure contracts was the highest it's ever been, driven by customer demand for our innovative cloud solutions today as well as interest in AI opportunities ahead.â€</blockquote><p>The fact that Microsoft Azure has been able to secure high-value, long-term contracts with the promise of AI innovations reflects Microsoft’s brand power and trust from customers that the tech giant will sustain its leadership position in the AI race going forward. This is what allows investors to be confident to buy the dip in Microsoft stock, as one can be sure of the fact that the software giant will be able to capitalize on the high demand for AI solutions once it has effectively scaled its AI infrastructure. So, while earnings growth may seem underwhelming over the near term, one can be certain that earnings growth will pick up steam in 2024 and beyond.</p><p>In fact, Microsoft is not only winning high-value, long-term contracts, but is also making great strides in acquiring new customers and gaining market share, as CEO Satya Nadella proclaimed:</p><blockquote>“We also have even customers who've used multiple clouds who use that for a class of sort of workloads also start new projects when it's transferred in data and AI, which they were using other clouds. So what I think you will see us is more share gains, more logo gains, reducing our CAC [Customer Acquisition Costs] even.â€</blockquote><p>This not only signals strong revenue growth prospects, but also better profitability prospects given the reduction in Customer Acquisition Costs, as Microsoft’s AI leadership is enabling it to attract cloud customers more easily.</p><h2 id=\"id_1312477197\">Microsoft Fabric</h2><p>While Microsoft scales its AI infrastructure over the next several quarters, the software giant is actually already finding ways to capitalize on cloud customers’ AI ambitions with its Microsoft Fabric solution.</p><p>Launched in May 2023, Microsoft Fabric is a data and analytics platform that combines key data management and analytics workloads into one service. The service essentially strives to solve the problem of a fragmented data stack, whereby enterprises have to integrate numerous data analytics solutions together from various providers.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27379463034d361c79b8ec1bb79a3aba\" tg-width=\"640\" tg-height=\"327\"/></p><p>Microsoft</p><p></p><p>Now going back to how Microsoft Fabric helps the tech giant capitalize on enterprises’ AI ambitions, on the earnings call CEO Satya Nadella iterated the importance of optimal data management and structure in order to be able to take full advantage of Azure’s AI models and services:</p><blockquote>“I think having your data, in particular, in the cloud is sort of key to how you can take advantage of essentially these new AI reasoning engines to complement, I'll call it, your databases because these AI engines are not databases, but they can reason over your data and to help you then get more insights, more completions, more predictions, more summaries, and what have you. … The thing that perhaps even in the last quarter, and I had that in my remarks, that's most exciting is how with Microsoft Fabric, especially for the analytics workloads, we brought together compute, storage, governance with a very disruptive business model. I mean to give you a flavor for it, right, so you have your data in an Azure data lake. You can bring SQL Compute to it. You can bring Spark to it. You can bring Azure AI or Azure OpenAI to it, right? So the fact is you have storage separated from all these compute meters, and they're all interchangeable, right? So you don't have to buy each of these separately. That's the disruptive business model. So I feel that we are well -- Microsoft is very well positioned with the way our data architecture lays out our business model around data and how people will plan to use data with AI services. So that's kind of what I mean by getting your data estate in order. And it's just not getting data estate in order but you have to have it structured such that you can have the flexibility that allows you to exercise the data and compute in combinations that makes sense for this new age.â€</blockquote><p>Microsoft is striving to play the lead role in helping businesses optimally structure their data for the AI revolution. Not only does this service wisely capitalize on enterprises’ data platform needs for the era of AI, but it also enables customers to get more value out of Azure AI services over time. Microsoft indeed has a vested interest in ensuring its cloud customers gain optimal value from its Azure AI services as they build their own AI applications, and the quality of the outputs will highly depend on the quality of inputs (data).</p><p>Hence, the effective deployment of Microsoft Fabric should allow customers to more optimally feed their corporate data into training/ inferencing their own AI applications using Azure AI services. This should lead to greater customer satisfaction in the form of higher ROI and should therefore help the tech giant retain and attract more cloud customers. This can drive recurring revenue for Azure over the long-term, benefitting Microsoft shareholders.</p><p>On the earnings call, CEO Satya Nadella proclaimed how Microsoft Fabric is already attracting cloud customers to the service:</p><blockquote>“One month in, we are encouraged by early interest in usage. Over 8,000 customers have signed up to trial the service and are actively using it, and over 50% are using 4 or more workloads. All-up, we once again took share with our analytics solutions with customers like Bridgestone, Chevron and Equinor turning to our stack.â€</blockquote><p>In fact, Microsoft is leveraging the power and value proposition of Microsoft Fabric to acquire customers from competitors. Microsoft Fabric has been designed with a multi-cloud approach, which means the use of the service does not lock customers into Azure, as they will also be able pull in data from Amazon S3 and Google Storage. Hence, Microsoft is indeed striving to lure in customers from its key competitors, and will indeed seek to upsell and cross-sell more Azure solutions to these customers to encourage them to increasingly migrate their workloads to Microsoft Azure. Again, this should translate to higher Azure revenue for investors.</p><h2 id=\"id_707839363\">Key risks to consider</h2><p><strong>Competitors will fight back</strong>: Microsoft is indeed going all in to build upon its AI leadership and take market share from rivals. But competitors like Amazon AWS and Google Cloud are certainly going to fight back with their own AI-focused initiatives to retain customers. In fact, on Google’s last earnings call, CEO Sundar Pichaishared:</p><blockquote>“Our AI capabilities are also expanding our partner ecosystem with hundreds of ISVs and SaaS providers, such as Box, Salesforce and Snorkel and the world's largest consulting firms like Accenture and Deloitte. They've collectively committed to train more than 150,000 people on Google Cloud generative AI.â€</blockquote><p>Such training initiatives fortify Google Cloud’s ecosystem and discourage customers from migrating to another cloud provider like Microsoft Azure. The point is, counteractive moves by competitors may subdue Microsoft Azure’s customer acquisition endeavors and pricing power to drive revenue and profitability growth.</p><p><strong>Valuation</strong>: Despite around an 8% correction, Microsoft stock remains expensive, with a forward P/E multiple of almost 31x, according to Seeking Alpha data. Investors were underwhelmed by Microsoft’s earnings guidance amid a slower than anticipated AI-driven growth ramp, while also acknowledging the heavy capex that the tech giant will need to embark upon in order to serve Azure AI services.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e7edb6b3879ade1bd087210d031f751\" tg-width=\"640\" tg-height=\"263\"/></p><p>On the last earnings call, Microsoft executives did acknowledge that expense growth will pick up this financial year, but that operating margins should remain stable, as CEO Satya Nadella shared:</p><blockquote>“We are committed to driving operating leverage, and therefore, we will manage our total cost growth across COGS and operating expense in line with the demand signals we see as well as revenue growth. Increased capital spend will drive higher COGS growth than in FY '23, and FY '24 operating expense growth will remain low as we prioritize our spend. Therefore, we expect full year operating margins to remain flat year-over-year.â€</blockquote><p>Despite Microsoft’s ability to sustain its profitability, certain short-term investors may feel inclined to sell given that the stock price still reflects elevated AI-related expectations while the tech giant tries to tame AI-driven growth expectations over the near-term. This could indeed induce further downward pressure on the stock.</p><p>That being said, Nexus Research takes a longer-term approach, and considers such dips in the stock price appealing buying opportunities. Despite the fact that Microsoft Azure was not ready for the AI revolution in terms of infrastructure scale, the software giant has been competently securing long-term, higher-value Azure contracts, and is making the right moves to continue attracting customers away from competitors with new services like Microsoft Fabric. The tech giant is indeed well-positioned to drive long-term recurring revenue growth through Azure.</p><p>So, investors that have been sitting on the side-line should definitely use this stock price dip as a buying opportunity, and should stay ready to buy more in case the stock continues to dip. But investors should definitely be building a long-term position here in Microsoft Corporation stock.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft: A Buy With Both Hands As Stock Dips Lower</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\">\nMicrosoft: A Buy With Both Hands As Stock Dips Lower\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-03 12:55 GMT+8 <a href=https://seekingalpha.com/article/4622981-microsoft-stock-buy-with-both-hands-as-stock-dips-lower><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft Corporation (NASDAQ:MSFT) reported its highly-anticipated quarterly earnings last week as it has become a high-flying AI stock this year. Though the forward-looking earnings guidance turned ...</p>\n\n<a href=\"https://seekingalpha.com/article/4622981-microsoft-stock-buy-with-both-hands-as-stock-dips-lower\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4527":"明星科技股","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4525":"远程办公概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4549":"软银资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4503":"景林资产持仓","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4543":"AI","BK4581":"高盛持仓","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4587":"ChatGPT概念","LU0171293334.USD":"贝莱德英国基金A2","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4579":"人工智能","BK4588":"碎股","BK4577":"网络游戏","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0079474960.USD":"联博美国增长基金A","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4504":"桥水持仓","BK4574":"无人驾驶","LU0251142724.SGD":"Fidelity America A-SGD","MSFT":"微软","BK4532":"文艺复兴科技持仓","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4573":"虚拟现实"},"source_url":"https://seekingalpha.com/article/4622981-microsoft-stock-buy-with-both-hands-as-stock-dips-lower","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2356161255","content_text":"Microsoft Corporation (NASDAQ:MSFT) reported its highly-anticipated quarterly earnings last week as it has become a high-flying AI stock this year. Though the forward-looking earnings guidance turned out to be underwhelming as executives emphasized that AI-driven growth would be gradual, while capex growth would pick up. This has induced selling pressure on the stock, which is down around 8% from its peak. Nonetheless, Microsoft’s AI-powered growth potential remains promising over the long term, and Nexus Research recommends using the stock price dip as a buying opportunity.While AI will transform every product and service offered by Microsoft, the Intelligent Cloud segment is a key focus, given that it remains the largest contributor to revenue, constituting 43% of total revenue in Q4 FY23.Data source: company filingsA key driver of the Intelligent Cloud segment is Azure cloud services, which is expected to win big from the AI revolution as businesses across industries require more cloud-based computing power to build and run their own AI applications. However, on the Q4 FY23 earnings call, Microsoft CFO Amy Hood tempered investors’ growth expectations:“Even with strong demand and a leadership position, growth from our AI services will be gradual as Azure AI scales and our copilots reach general availability dates. So for FY '24, the impact will be weighted towards H2. To support our Microsoft Cloud growth and demand for our AI platform, we will accelerate investment in our cloud infrastructure. We expect capital expenditures to increase sequentially each quarter through the year as we scale to meet demand signals.â€For Q1 FY24, Microsoft forecasted:“In Azure, we expect revenue growth to be 25% to 26% in constant currency, including roughly 2 points from all Azure AI Services.â€Microsoft will need to spend heavily on building and scaling AI infrastructure. Now, this presents a double-edged sword. On the one hand, it is disappointing that Microsoft was not ready for the AI revolution the way Nvidia Corporation (NVDA) was.While the tech giant was wise enough to invest in the revolutionary AI start-up, OpenAI, it seems like even Microsoft underestimated how rapidly ChatGPT would gain worldwide popularity, and its prospect of triggering a new industrial revolution. As a result, it does not have the highly-scaled Azure infrastructure in place to support the AI revolution across industries. Microsoft was just not ready for the ChatGPT moment the way Nvidia was, and therefore has been unable to provide the jaw-dropping earnings guidance numbers the way Nvidia was able to last quarter.On the other hand, Microsoft has been emphasizing that demand for its AI platform and offerings is strong, hence investors can already be confident that Microsoft’s heavy capex will certainly pay off given the pent-up demand. In fact, Microsoft is already making meaningful progress in serving cloud customers’ AI needs, given that its Azure OpenAI Service now has over 11,000 customers, that’s more than four times the 2,500 customers revealed last quarter.Furthermore, on the earnings call, the CEO also shared that:“the average annualized value for our large, long-term Azure contracts was the highest it's ever been, driven by customer demand for our innovative cloud solutions today as well as interest in AI opportunities ahead.â€The fact that Microsoft Azure has been able to secure high-value, long-term contracts with the promise of AI innovations reflects Microsoft’s brand power and trust from customers that the tech giant will sustain its leadership position in the AI race going forward. This is what allows investors to be confident to buy the dip in Microsoft stock, as one can be sure of the fact that the software giant will be able to capitalize on the high demand for AI solutions once it has effectively scaled its AI infrastructure. So, while earnings growth may seem underwhelming over the near term, one can be certain that earnings growth will pick up steam in 2024 and beyond.In fact, Microsoft is not only winning high-value, long-term contracts, but is also making great strides in acquiring new customers and gaining market share, as CEO Satya Nadella proclaimed:“We also have even customers who've used multiple clouds who use that for a class of sort of workloads also start new projects when it's transferred in data and AI, which they were using other clouds. So what I think you will see us is more share gains, more logo gains, reducing our CAC [Customer Acquisition Costs] even.â€This not only signals strong revenue growth prospects, but also better profitability prospects given the reduction in Customer Acquisition Costs, as Microsoft’s AI leadership is enabling it to attract cloud customers more easily.Microsoft FabricWhile Microsoft scales its AI infrastructure over the next several quarters, the software giant is actually already finding ways to capitalize on cloud customers’ AI ambitions with its Microsoft Fabric solution.Launched in May 2023, Microsoft Fabric is a data and analytics platform that combines key data management and analytics workloads into one service. The service essentially strives to solve the problem of a fragmented data stack, whereby enterprises have to integrate numerous data analytics solutions together from various providers.MicrosoftNow going back to how Microsoft Fabric helps the tech giant capitalize on enterprises’ AI ambitions, on the earnings call CEO Satya Nadella iterated the importance of optimal data management and structure in order to be able to take full advantage of Azure’s AI models and services:“I think having your data, in particular, in the cloud is sort of key to how you can take advantage of essentially these new AI reasoning engines to complement, I'll call it, your databases because these AI engines are not databases, but they can reason over your data and to help you then get more insights, more completions, more predictions, more summaries, and what have you. … The thing that perhaps even in the last quarter, and I had that in my remarks, that's most exciting is how with Microsoft Fabric, especially for the analytics workloads, we brought together compute, storage, governance with a very disruptive business model. I mean to give you a flavor for it, right, so you have your data in an Azure data lake. You can bring SQL Compute to it. You can bring Spark to it. You can bring Azure AI or Azure OpenAI to it, right? So the fact is you have storage separated from all these compute meters, and they're all interchangeable, right? So you don't have to buy each of these separately. That's the disruptive business model. So I feel that we are well -- Microsoft is very well positioned with the way our data architecture lays out our business model around data and how people will plan to use data with AI services. So that's kind of what I mean by getting your data estate in order. And it's just not getting data estate in order but you have to have it structured such that you can have the flexibility that allows you to exercise the data and compute in combinations that makes sense for this new age.â€Microsoft is striving to play the lead role in helping businesses optimally structure their data for the AI revolution. Not only does this service wisely capitalize on enterprises’ data platform needs for the era of AI, but it also enables customers to get more value out of Azure AI services over time. Microsoft indeed has a vested interest in ensuring its cloud customers gain optimal value from its Azure AI services as they build their own AI applications, and the quality of the outputs will highly depend on the quality of inputs (data).Hence, the effective deployment of Microsoft Fabric should allow customers to more optimally feed their corporate data into training/ inferencing their own AI applications using Azure AI services. This should lead to greater customer satisfaction in the form of higher ROI and should therefore help the tech giant retain and attract more cloud customers. This can drive recurring revenue for Azure over the long-term, benefitting Microsoft shareholders.On the earnings call, CEO Satya Nadella proclaimed how Microsoft Fabric is already attracting cloud customers to the service:“One month in, we are encouraged by early interest in usage. Over 8,000 customers have signed up to trial the service and are actively using it, and over 50% are using 4 or more workloads. All-up, we once again took share with our analytics solutions with customers like Bridgestone, Chevron and Equinor turning to our stack.â€In fact, Microsoft is leveraging the power and value proposition of Microsoft Fabric to acquire customers from competitors. Microsoft Fabric has been designed with a multi-cloud approach, which means the use of the service does not lock customers into Azure, as they will also be able pull in data from Amazon S3 and Google Storage. Hence, Microsoft is indeed striving to lure in customers from its key competitors, and will indeed seek to upsell and cross-sell more Azure solutions to these customers to encourage them to increasingly migrate their workloads to Microsoft Azure. Again, this should translate to higher Azure revenue for investors.Key risks to considerCompetitors will fight back: Microsoft is indeed going all in to build upon its AI leadership and take market share from rivals. But competitors like Amazon AWS and Google Cloud are certainly going to fight back with their own AI-focused initiatives to retain customers. In fact, on Google’s last earnings call, CEO Sundar Pichaishared:“Our AI capabilities are also expanding our partner ecosystem with hundreds of ISVs and SaaS providers, such as Box, Salesforce and Snorkel and the world's largest consulting firms like Accenture and Deloitte. They've collectively committed to train more than 150,000 people on Google Cloud generative AI.â€Such training initiatives fortify Google Cloud’s ecosystem and discourage customers from migrating to another cloud provider like Microsoft Azure. The point is, counteractive moves by competitors may subdue Microsoft Azure’s customer acquisition endeavors and pricing power to drive revenue and profitability growth.Valuation: Despite around an 8% correction, Microsoft stock remains expensive, with a forward P/E multiple of almost 31x, according to Seeking Alpha data. Investors were underwhelmed by Microsoft’s earnings guidance amid a slower than anticipated AI-driven growth ramp, while also acknowledging the heavy capex that the tech giant will need to embark upon in order to serve Azure AI services.On the last earnings call, Microsoft executives did acknowledge that expense growth will pick up this financial year, but that operating margins should remain stable, as CEO Satya Nadella shared:“We are committed to driving operating leverage, and therefore, we will manage our total cost growth across COGS and operating expense in line with the demand signals we see as well as revenue growth. Increased capital spend will drive higher COGS growth than in FY '23, and FY '24 operating expense growth will remain low as we prioritize our spend. Therefore, we expect full year operating margins to remain flat year-over-year.â€Despite Microsoft’s ability to sustain its profitability, certain short-term investors may feel inclined to sell given that the stock price still reflects elevated AI-related expectations while the tech giant tries to tame AI-driven growth expectations over the near-term. This could indeed induce further downward pressure on the stock.That being said, Nexus Research takes a longer-term approach, and considers such dips in the stock price appealing buying opportunities. Despite the fact that Microsoft Azure was not ready for the AI revolution in terms of infrastructure scale, the software giant has been competently securing long-term, higher-value Azure contracts, and is making the right moves to continue attracting customers away from competitors with new services like Microsoft Fabric. The tech giant is indeed well-positioned to drive long-term recurring revenue growth through Azure.So, investors that have been sitting on the side-line should definitely use this stock price dip as a buying opportunity, and should stay ready to buy more in case the stock continues to dip. But investors should definitely be building a long-term position here in Microsoft Corporation stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186839061401776,"gmtCreate":1686654489234,"gmtModify":1686654492892,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186839061401776","repostId":"2342465837","repostType":2,"repost":{"id":"2342465837","pubTimestamp":1686644271,"share":"https://ttm.financial/m/news/2342465837?lang=&edition=fundamental","pubTime":"2023-06-13 16:17","market":"us","language":"en","title":"Palantir: Rally Has Just Begun","url":"https://stock-news.laohu8.com/highlight/detail?id=2342465837","media":"seekingalpha","summary":"Sundry Photography After trending down for months in a row, Palantir's (NYSE:PLTR) shares have finally caught a break and have risen 150% in the last month alone. Given the ferocity of this uptrend, i","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74e98accb4bbd2fb7441becfa31fd3b2\" tg-width=\"750\" tg-height=\"500\"/></p><p>After trending down for months in a row, Palantir's (NYSE:PLTR) shares have finally caught a break and have risen 150% in the last month alone. Given the ferocity of this uptrend, investors are now wondering if the stock is due for correction or if it'll continue trending up. While that's a legitimate concern, there's reason to believe the latter scenario will play out for Palantir. The company posted robust results last month, it expanded its product portfolio and is now rolling out generative AI capabilities in its already-competitive feature set. This stands to accelerate Palantir's pace of customer acquisition, catapult its revenue, and is likely to drive its shares higher in the coming months.</p><h2>Story Behind the Meteoric Rise</h2><p>Let me start by saying that the Street had turned bearish on Palantir up until a few weeks ago. The general consensus was that as the world slipped into recession, enterprises across the globe would cut their discretionary spending and Palantir would be revenue challenged very soon. But the software stalwart proved the bears wrong. It handily beat the Street's estimates, reported its first-ever GAAP profits, and its revenue rose to an all-time high of $525.18 million.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9811b64fe5677b8b0296bf63d0d7489d\" tg-width=\"640\" tg-height=\"548\"/></p><p>BusinessQuant.com</p><p></p><p>What's even more interesting is that bears were arguing that Palantir's government revenue would plateau or decline due to market saturation, but the company actually posted revenue growth across both its reportable segments on a sequential as well as on a year-over-year basis. This commendable feat dissuades bearish narratives floating around in investing forums and is one of the two major reasons why Palantir's shares rallied so ferociously in the last month.</p><p>Secondly, Palantir's management made numerous remarks on their Q1 earnings call, emphasizing how they're aggressively rolling out AI features (such as generative AI) in their product portfolio. The word "Large Language Model" was referenced 18 times on the call, whereas the word "Artificial Intelligence" was referenced 21 times. They also launched an Artificial Intelligence Platform, or AIP, and it was referenced 11 times on the call. So, altogether, it was hard to miss that Palantir is taking a full-fledged plunge in the AI race. This led to another bout of buying from investors who wanted to gain exposure to the AI race, and it subsequently drove Palantir's shares to their 52-week-high.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f7b6847ffb50682a775c9e4e321250\" tg-width=\"640\" tg-height=\"437\"/></p><p>BusinessQuant.com</p><p></p><p>The chart above highlights how the rally in AI-related stocks has been violent in recent months. Some companies weren't able to live up to their promises and/or the Street's expectations and have already seen a sharp selloff in their shares of late. So, naturally, Palantir's investors are now wondering if the stock's rally is sustainable or if it'll fizzle out soon like C3.ai. Well, to me, it looks like the former scenario will be more dominant here.</p><h2>It's Just Getting Started</h2><p>There are broadly 3 arguments to be made here. For starters, I believe Palantir is fully capable to live up to its promises on the AI front. See, its platforms were already creating dynamic information reports for their end-users or enterprise clients. Sure, it took manual effort to get the initial setup done, but that's natural since we've to remodel the data stream from different enterprises and fit it inside one unified data pipeline of Palantir's analytics platforms. That part is unlikely to change.</p><p>What's different now, is that Palantir has rolled out an LLM (ChatGPT-like chatbot) on its analytics platforms. This is not a humongous task as it used to be, thanks to the open-source community making these tools readily accessible. I, too, am running a 30 billion parameter LLM model on my PC, so have a bit of understanding about its intricacies here. But coming back to Palantir, this move essentially allows end-users to pass text-based instructions to the company's analytics platforms and get a swift response in return.</p><p>Secondly, this LLM integration and chat-based functionality essentially cuts short the time that would otherwise go into training personnel on how to use enterprise software in general. It also paves the way to some really dynamic report creation, that wasn't possible previously without requiring a deep know-how of Palantir's platforms. So, I expect enterprise customers to onboard Palantir at an accelerated pace now, which will consequently drive its revenue to new highs in the quarters ahead.</p><p>My third argument is that the Street is grasping the capabilities of LLM-based platforms only now, and there's currently a mad rush to invest in AI companies. This calls for multiples expansion. Palantir was trading at 9 times its trailing twelve-month sales, up until 5 weeks ago, when it was surrounded by a plethora of slowdown and profitability-related bearish narratives. But it has, since then, reported its first-ever GAAP profits, proved the naysayers wrong by reporting record revenue, and announced its foray into the AI space to maintain its growth momentum. In light of this improving ground reality, I believe Palantir stock will continue to trade at premium multiples going forward and that'll become its "new normal" valuation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba9d1922cb0c7d136b28c2f68d39166b\" tg-width=\"640\" tg-height=\"440\"/></p><p>BusinessQuant.com</p><p></p><h2>Final Thoughts</h2><p>I don't think we'll see Palantir's stock drop down to single-digit anytime soon, now that its growth prospects have improved dramatically. If anything, the addition of generative AI in its feature set only expands the company's headroom to gain market share from legacy and in-house analytics platforms. There might be price corrections from time to time, but that will constitute an opportunity to accumulate Palantir's shares at discounted levels.</p><p>Overall, I believe Palantir is well-positioned to grow its customer base at a rapid rate and its revenue is likely to rise to new highs in the quarters to come. So, I reiterate my bullish stance on Palantir, believe its shares have ample upside in store, and opine that investors with a multi-year time horizon can accumulate it on potential price corrections. Good Luck!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Rally Has Just Begun</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Rally Has Just Begun\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-13 16:17 GMT+8 <a href=https://seekingalpha.com/article/4610903-palantir-stock-rally-has-just-begun><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After trending down for months in a row, Palantir's (NYSE:PLTR) shares have finally caught a break and have risen 150% in the last month alone. Given the ferocity of this uptrend, investors are now ...</p>\n\n<a href=\"https://seekingalpha.com/article/4610903-palantir-stock-rally-has-just-begun\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","BK4588":"碎股","BK4023":"应用软件","BK4585":"ETF&股票定投概念","BK4543":"AI","BK4547":"WSB热门概念"},"source_url":"https://seekingalpha.com/article/4610903-palantir-stock-rally-has-just-begun","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2342465837","content_text":"After trending down for months in a row, Palantir's (NYSE:PLTR) shares have finally caught a break and have risen 150% in the last month alone. Given the ferocity of this uptrend, investors are now wondering if the stock is due for correction or if it'll continue trending up. While that's a legitimate concern, there's reason to believe the latter scenario will play out for Palantir. The company posted robust results last month, it expanded its product portfolio and is now rolling out generative AI capabilities in its already-competitive feature set. This stands to accelerate Palantir's pace of customer acquisition, catapult its revenue, and is likely to drive its shares higher in the coming months.Story Behind the Meteoric RiseLet me start by saying that the Street had turned bearish on Palantir up until a few weeks ago. The general consensus was that as the world slipped into recession, enterprises across the globe would cut their discretionary spending and Palantir would be revenue challenged very soon. But the software stalwart proved the bears wrong. It handily beat the Street's estimates, reported its first-ever GAAP profits, and its revenue rose to an all-time high of $525.18 million.BusinessQuant.comWhat's even more interesting is that bears were arguing that Palantir's government revenue would plateau or decline due to market saturation, but the company actually posted revenue growth across both its reportable segments on a sequential as well as on a year-over-year basis. This commendable feat dissuades bearish narratives floating around in investing forums and is one of the two major reasons why Palantir's shares rallied so ferociously in the last month.Secondly, Palantir's management made numerous remarks on their Q1 earnings call, emphasizing how they're aggressively rolling out AI features (such as generative AI) in their product portfolio. The word \"Large Language Model\" was referenced 18 times on the call, whereas the word \"Artificial Intelligence\" was referenced 21 times. They also launched an Artificial Intelligence Platform, or AIP, and it was referenced 11 times on the call. So, altogether, it was hard to miss that Palantir is taking a full-fledged plunge in the AI race. This led to another bout of buying from investors who wanted to gain exposure to the AI race, and it subsequently drove Palantir's shares to their 52-week-high.BusinessQuant.comThe chart above highlights how the rally in AI-related stocks has been violent in recent months. Some companies weren't able to live up to their promises and/or the Street's expectations and have already seen a sharp selloff in their shares of late. So, naturally, Palantir's investors are now wondering if the stock's rally is sustainable or if it'll fizzle out soon like C3.ai. Well, to me, it looks like the former scenario will be more dominant here.It's Just Getting StartedThere are broadly 3 arguments to be made here. For starters, I believe Palantir is fully capable to live up to its promises on the AI front. See, its platforms were already creating dynamic information reports for their end-users or enterprise clients. Sure, it took manual effort to get the initial setup done, but that's natural since we've to remodel the data stream from different enterprises and fit it inside one unified data pipeline of Palantir's analytics platforms. That part is unlikely to change.What's different now, is that Palantir has rolled out an LLM (ChatGPT-like chatbot) on its analytics platforms. This is not a humongous task as it used to be, thanks to the open-source community making these tools readily accessible. I, too, am running a 30 billion parameter LLM model on my PC, so have a bit of understanding about its intricacies here. But coming back to Palantir, this move essentially allows end-users to pass text-based instructions to the company's analytics platforms and get a swift response in return.Secondly, this LLM integration and chat-based functionality essentially cuts short the time that would otherwise go into training personnel on how to use enterprise software in general. It also paves the way to some really dynamic report creation, that wasn't possible previously without requiring a deep know-how of Palantir's platforms. So, I expect enterprise customers to onboard Palantir at an accelerated pace now, which will consequently drive its revenue to new highs in the quarters ahead.My third argument is that the Street is grasping the capabilities of LLM-based platforms only now, and there's currently a mad rush to invest in AI companies. This calls for multiples expansion. Palantir was trading at 9 times its trailing twelve-month sales, up until 5 weeks ago, when it was surrounded by a plethora of slowdown and profitability-related bearish narratives. But it has, since then, reported its first-ever GAAP profits, proved the naysayers wrong by reporting record revenue, and announced its foray into the AI space to maintain its growth momentum. In light of this improving ground reality, I believe Palantir stock will continue to trade at premium multiples going forward and that'll become its \"new normal\" valuation.BusinessQuant.comFinal ThoughtsI don't think we'll see Palantir's stock drop down to single-digit anytime soon, now that its growth prospects have improved dramatically. If anything, the addition of generative AI in its feature set only expands the company's headroom to gain market share from legacy and in-house analytics platforms. There might be price corrections from time to time, but that will constitute an opportunity to accumulate Palantir's shares at discounted levels.Overall, I believe Palantir is well-positioned to grow its customer base at a rapid rate and its revenue is likely to rise to new highs in the quarters to come. So, I reiterate my bullish stance on Palantir, believe its shares have ample upside in store, and opine that investors with a multi-year time horizon can accumulate it on potential price corrections. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185045134127136,"gmtCreate":1686216310074,"gmtModify":1686216313881,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"themes":[],"htmlText":"See how things are today","listText":"See how things are today","text":"See how things are today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185045134127136","repostId":"1194921546","repostType":2,"repost":{"id":"1194921546","pubTimestamp":1686211800,"share":"https://ttm.financial/m/news/1194921546?lang=&edition=fundamental","pubTime":"2023-06-08 16:10","market":"us","language":"en","title":"Did Palantir Stock Just Run Out of Momentum?","url":"https://stock-news.laohu8.com/highlight/detail?id=1194921546","media":"The Street","summary":"Palantir stock was up 11% on Wednesday, then gave up all of its gains. Here's where support may be.P","content":"<html><head></head><body><p>Palantir stock was up 11% on Wednesday, then gave up all of its gains. Here's where support may be.</p><p>Palantir stock has been on fire over the past month: From the May 4 low to this week’s high, the shares more than doubled (up 135%).</p><p style=\"text-align: start;\">A chunk of those gains stemmed from the data-integration company’s May 8 earnings report, released just a few days after the shares had bottomed.</p><p style=\"text-align: start;\">The top- and bottom-line beat of analyst estimates and the better-than-expected guidance ignited a rally, sending Palantir stock more than 23% higher in a single session.</p><p style=\"text-align: start;\">But over and above Palantir's earnings results, the surge in AI stocks has also played a role in the stock's surge.</p><p>Nvidia, C3.ai, Advanced Micro Devices (AMD) and others have enjoyed a surge that has carried other stocks higher — like Palantir — as they too have exposure to artificial intelligence.</p><p>With Palantir shares rallying 11% at one point on Wednesday but closed lower almost<em> </em>5%, one must ask if the stock has run out of steam.</p><h2 style=\"text-align: start;\">Has Palantir Stock Run Out of Bullish Momentum?</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d43b7c3470c852597d4d66bafa390b26\" alt=\"Daily chart of Palantir stock.\" title=\"Daily chart of Palantir stock.\" tg-width=\"1200\" tg-height=\"872\"/><span>Daily chart of Palantir stock.</span></p><p>Wednesday’s action should give bulls some pause as it suggests that Palantir stock needs a rest. </p><p style=\"text-align: start;\"><em>Real Money's</em> Bruce Kamich impressively called for profit taking earlier this week and that timing was quite good. </p><p>The move today in technical-speak is known as a reversal. Palantir stock initially traded higher on the day — quite a bit higher — before reversing back down and breaking below the prior day’s high. Once it lost the $15.70 to $15.50 area and turned red on the day, that put the sellers in control.</p><p style=\"text-align: start;\">The most pessimistic of the bears would argue that the stock has topped. But the control for the past month has been in favor of the bulls.</p><p style=\"text-align: start;\">Specifically, if buyers can remain in control, they will likely try to defend the rising 10-day moving average. That measure is currently near $14.20 but is rising quickly.</p><p style=\"text-align: start;\">If that area falters, then the 21-day moving average and daily VWAP measures are likely the next areas of focus for the bulls. Notably, those measures come into play near the 50% retracement.</p><p>However, they are also rising quickly, so if a pullback takes a little time, they may rise somewhere closer to the 38.2% retracement (which is at $13.39).</p><p style=\"text-align: start;\">No one knows if Palantir stock just put in some type of notable top. We’ll know that in a few months. Given the run we’ve seen, though, we for now should view Palantir stock as a buy-the-dip opportunity. </p></body></html>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Did Palantir Stock Just Run Out of Momentum?</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\">\nDid Palantir Stock Just Run Out of Momentum?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-08 16:10 GMT+8 <a href=https://www.thestreet.com/investing/stocks/trading-palantir-pltr-stock-just-run-out-of-momentum-reversal-technical-analysis><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir stock was up 11% on Wednesday, then gave up all of its gains. Here's where support may be.Palantir stock has been on fire over the past month: From the May 4 low to this week’s high, the ...</p>\n\n<a href=\"https://www.thestreet.com/investing/stocks/trading-palantir-pltr-stock-just-run-out-of-momentum-reversal-technical-analysis\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.thestreet.com/investing/stocks/trading-palantir-pltr-stock-just-run-out-of-momentum-reversal-technical-analysis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194921546","content_text":"Palantir stock was up 11% on Wednesday, then gave up all of its gains. Here's where support may be.Palantir stock has been on fire over the past month: From the May 4 low to this week’s high, the shares more than doubled (up 135%).A chunk of those gains stemmed from the data-integration company’s May 8 earnings report, released just a few days after the shares had bottomed.The top- and bottom-line beat of analyst estimates and the better-than-expected guidance ignited a rally, sending Palantir stock more than 23% higher in a single session.But over and above Palantir's earnings results, the surge in AI stocks has also played a role in the stock's surge.Nvidia, C3.ai, Advanced Micro Devices (AMD) and others have enjoyed a surge that has carried other stocks higher — like Palantir — as they too have exposure to artificial intelligence.With Palantir shares rallying 11% at one point on Wednesday but closed lower almost 5%, one must ask if the stock has run out of steam.Has Palantir Stock Run Out of Bullish Momentum?Daily chart of Palantir stock.Wednesday’s action should give bulls some pause as it suggests that Palantir stock needs a rest. Real Money's Bruce Kamich impressively called for profit taking earlier this week and that timing was quite good. The move today in technical-speak is known as a reversal. Palantir stock initially traded higher on the day — quite a bit higher — before reversing back down and breaking below the prior day’s high. Once it lost the $15.70 to $15.50 area and turned red on the day, that put the sellers in control.The most pessimistic of the bears would argue that the stock has topped. But the control for the past month has been in favor of the bulls.Specifically, if buyers can remain in control, they will likely try to defend the rising 10-day moving average. That measure is currently near $14.20 but is rising quickly.If that area falters, then the 21-day moving average and daily VWAP measures are likely the next areas of focus for the bulls. Notably, those measures come into play near the 50% retracement.However, they are also rising quickly, so if a pullback takes a little time, they may rise somewhere closer to the 38.2% retracement (which is at $13.39).No one knows if Palantir stock just put in some type of notable top. We’ll know that in a few months. Given the run we’ve seen, though, we for now should view Palantir stock as a buy-the-dip opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184742951506032,"gmtCreate":1686142726561,"gmtModify":1686142730766,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"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/184742951506032","repostId":"2341876403","repostType":2,"repost":{"id":"2341876403","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1686140580,"share":"https://ttm.financial/m/news/2341876403?lang=&edition=fundamental","pubTime":"2023-06-07 20:23","market":"us","language":"en","title":"Palantir’s Stock Looks to Extend Rally After Company Announces Latest Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2341876403","media":"Dow Jones","summary":"Panasonic Energy will use Palantir technology in a Nevada factory. Palantir Technologies Inc. reached a deal to provide technology to Panasonic Energy Co. Ltd., the companies said Wednesday.Through the multi-year arrangement, Panasonic will use Palantir's Foundry technology at a Nevada factory in order to integrate sensors on factory lines, automate tasks and connect operations.\"The agreement expands Palantir's signature platform including artificial intelligence and edge capabilities in the manufacturing space,\" the companies said in a release.Shares of Palantir were ahead 0.8% in premarket trading Wednesday, putting them on track to extend gains into a third straight session. The stock has advanced 6.5% so far this week, during which time the company has made various other announcements, including that it won a special-ops contract valued at up to $463 million and that it is introducing a new AI integration.Palantir's stock has made a sharp move higher over the past month, more than","content":"<html><head></head><body><p>Panasonic Energy will use Palantir technology in a Nevada factory</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a96a8ad95dbee2c759eda3076909e31\" alt=\"Palantir shares have more than doubled over the past month.\" title=\"Palantir shares have more than doubled over the past month.\" tg-width=\"700\" tg-height=\"466\"/><span>Palantir shares have more than doubled over the past month.</span></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> reached a deal to provide technology to Panasonic Energy Co. Ltd., the companies said Wednesday.</p><p>Through the multi-year arrangement, Panasonic will use Palantir's (PLTR) Foundry technology at a Nevada factory in order to integrate sensors on factory lines, automate tasks and connect operations.</p><p>"The agreement expands Palantir's signature platform including artificial intelligence and edge capabilities in the manufacturing space," the companies said in a release.</p><p>Shares of Palantir were ahead 3.1% in premarket trading Wednesday, putting them on track to extend gains into a third straight session. The stock has advanced 6.5% so far this week, during which time the company has made various other announcements, including that it won a special-ops contract valued at up to $463 million and that it is introducing a new AI integration.</p><p>Palantir's stock has made a sharp move higher over the past month, more than doubling in that span, and is ahead 141% on a year-to-date basis.</p><p>Jefferies analyst Brent Thill wrote earlier this week that Palantir's rally comes "despite eight straight Qs of flat to decelerating growth" and that the stock was "among the more premium-priced stories in infra," trading at 11 times estimated 2024 revenue as of his Monday morning report. He had a hold rating on the name.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir’s Stock Looks to Extend Rally After Company Announces Latest Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir’s Stock Looks to Extend Rally After Company Announces Latest Deal\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-06-07 20:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Panasonic Energy will use Palantir technology in a Nevada factory</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a96a8ad95dbee2c759eda3076909e31\" alt=\"Palantir shares have more than doubled over the past month.\" title=\"Palantir shares have more than doubled over the past month.\" tg-width=\"700\" tg-height=\"466\"/><span>Palantir shares have more than doubled over the past month.</span></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> reached a deal to provide technology to Panasonic Energy Co. Ltd., the companies said Wednesday.</p><p>Through the multi-year arrangement, Panasonic will use Palantir's (PLTR) Foundry technology at a Nevada factory in order to integrate sensors on factory lines, automate tasks and connect operations.</p><p>"The agreement expands Palantir's signature platform including artificial intelligence and edge capabilities in the manufacturing space," the companies said in a release.</p><p>Shares of Palantir were ahead 3.1% in premarket trading Wednesday, putting them on track to extend gains into a third straight session. The stock has advanced 6.5% so far this week, during which time the company has made various other announcements, including that it won a special-ops contract valued at up to $463 million and that it is introducing a new AI integration.</p><p>Palantir's stock has made a sharp move higher over the past month, more than doubling in that span, and is ahead 141% on a year-to-date basis.</p><p>Jefferies analyst Brent Thill wrote earlier this week that Palantir's rally comes "despite eight straight Qs of flat to decelerating growth" and that the stock was "among the more premium-priced stories in infra," trading at 11 times estimated 2024 revenue as of his Monday morning report. He had a hold rating on the name.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4543":"AI","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4023":"应用软件","BK4078":"消费电子产品"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2341876403","content_text":"Panasonic Energy will use Palantir technology in a Nevada factoryPalantir shares have more than doubled over the past month.Palantir Technologies Inc. reached a deal to provide technology to Panasonic Energy Co. Ltd., the companies said Wednesday.Through the multi-year arrangement, Panasonic will use Palantir's (PLTR) Foundry technology at a Nevada factory in order to integrate sensors on factory lines, automate tasks and connect operations.\"The agreement expands Palantir's signature platform including artificial intelligence and edge capabilities in the manufacturing space,\" the companies said in a release.Shares of Palantir were ahead 3.1% in premarket trading Wednesday, putting them on track to extend gains into a third straight session. The stock has advanced 6.5% so far this week, during which time the company has made various other announcements, including that it won a special-ops contract valued at up to $463 million and that it is introducing a new AI integration.Palantir's stock has made a sharp move higher over the past month, more than doubling in that span, and is ahead 141% on a year-to-date basis.Jefferies analyst Brent Thill wrote earlier this week that Palantir's rally comes \"despite eight straight Qs of flat to decelerating growth\" and that the stock was \"among the more premium-priced stories in infra,\" trading at 11 times estimated 2024 revenue as of his Monday morning report. He had a hold rating on the name.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184736330981520,"gmtCreate":1686126025714,"gmtModify":1686126029585,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184736330981520","repostId":"2341869033","repostType":2,"repost":{"id":"2341869033","pubTimestamp":1686105612,"share":"https://ttm.financial/m/news/2341869033?lang=&edition=fundamental","pubTime":"2023-06-07 10:40","market":"us","language":"en","title":"PLTR Stock Alert: Palantir Announces Amazon Launch","url":"https://stock-news.laohu8.com/highlight/detail?id=2341869033","media":"InvestorPlace","summary":"The deal will bring Palantir’s Foundry product to manufacturers.Palantir stock has doubled in value during 2023 despite revenue growth in the low teens.Palantir stock is rising this morning after announcing its Foundry product is now available on the Amazon AWS cloud.Palantir has made its money in government contracts, especially for the military. Typical is a recent five-year, $463 million contract with the U.S. Special Operations command. The contract envisions Palantir software being used to reduce the mental load of commanders and soldiers in war. It’s the renewal of an existing contract, but at $20 million more per year, indicating the military is satisfied with the software’s performance.Palantir’s military work also gives it a strategic relationship with Microsoft . But the agreement with Amazon will help manufacturers, with Amazon pitching Palantir’s Foundry as part of its “industrial data fabric.”Palantir stock has been on fire since reporting earnings of $17 million, or 1 ce","content":"<html><head></head><body><ul><li><p><a href=\"https://laohu8.com/S/PLTR\">Palantir </a> announced a strategic relationship with <a href=\"https://laohu8.com/S/AMZN\">Amazon </a>.</p></li><li><p>The deal will bring Palantir’s Foundry product to manufacturers.</p></li><li><p>Palantir stock has doubled in value during 2023 despite revenue growth in the low teens.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/673853393036dadedade8046724cf076\" alt=\"Source: Spyro the Dragon / Shutterstock.com\" title=\"Source: Spyro the Dragon / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Spyro the Dragon / Shutterstock.com</span></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> stock is rising this morning after announcing its Foundry product is now available on the <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> AWS cloud.</p><p>The value of Palantir has more than doubled over the last month as the company’s database-driven machine-learning systems have taken the label “artificial intelligence.” At the time of writing, PLTR stock is trading near $15.30 per share, representing a market cap of $32.3 billion. Amazon is also up slightly this morning.</p><h2>PLTR Stock: Is This AI?</h2><p>Palantir has made its money in government contracts, especially for the military. Typical is a recent five-year, $463 million contract with the U.S. Special Operations command. The contract envisions Palantir software being used to reduce the mental load of commanders and soldiers in war. It’s the renewal of an existing contract, but at $20 million more per year, indicating the military is satisfied with the software’s performance.</p><p>Palantir’s military work also gives it a strategic relationship with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>. But the agreement with Amazon will help manufacturers, with Amazon pitching Palantir’s Foundry as part of its “industrial data fabric.”</p><h2>What Happens Next?</h2><p>Palantir stock has been on fire since reporting earnings of $17 million, or 1 cent per share, on revenue of $525 million on May 8. It was the company’s second-straight quarter of profits under GAAP.</p><p>Bulls are pounding the table for Palantir, with one calling its AI efforts “a match made in heaven.” Another calls it a top buy-and-hold candidate for the next decade, expecting growth to accelerate. Bears concerned with its fast run-up, however, urge profit-taking.</p><p>Palantir is still projecting growth of just over 10% in 2022, with revenue of about $2.2 billion. Those rushing into the stock expecting mega-growth are likely to be disappointed.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PLTR Stock Alert: Palantir Announces Amazon Launch</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\">\nPLTR Stock Alert: Palantir Announces Amazon Launch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-07 10:40 GMT+8 <a href=https://investorplace.com/2023/06/pltr-stock-alert-palantir-announces-amazon-launch/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir announced a strategic relationship with Amazon .The deal will bring Palantir’s Foundry product to manufacturers.Palantir stock has doubled in value during 2023 despite revenue growth in the ...</p>\n\n<a href=\"https://investorplace.com/2023/06/pltr-stock-alert-palantir-announces-amazon-launch/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2023/06/pltr-stock-alert-palantir-announces-amazon-launch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2341869033","content_text":"Palantir announced a strategic relationship with Amazon .The deal will bring Palantir’s Foundry product to manufacturers.Palantir stock has doubled in value during 2023 despite revenue growth in the low teens.Source: Spyro the Dragon / Shutterstock.comPalantir stock is rising this morning after announcing its Foundry product is now available on the Amazon AWS cloud.The value of Palantir has more than doubled over the last month as the company’s database-driven machine-learning systems have taken the label “artificial intelligence.” At the time of writing, PLTR stock is trading near $15.30 per share, representing a market cap of $32.3 billion. Amazon is also up slightly this morning.PLTR Stock: Is This AI?Palantir has made its money in government contracts, especially for the military. Typical is a recent five-year, $463 million contract with the U.S. Special Operations command. The contract envisions Palantir software being used to reduce the mental load of commanders and soldiers in war. It’s the renewal of an existing contract, but at $20 million more per year, indicating the military is satisfied with the software’s performance.Palantir’s military work also gives it a strategic relationship with Microsoft. But the agreement with Amazon will help manufacturers, with Amazon pitching Palantir’s Foundry as part of its “industrial data fabric.”What Happens Next?Palantir stock has been on fire since reporting earnings of $17 million, or 1 cent per share, on revenue of $525 million on May 8. It was the company’s second-straight quarter of profits under GAAP.Bulls are pounding the table for Palantir, with one calling its AI efforts “a match made in heaven.” Another calls it a top buy-and-hold candidate for the next decade, expecting growth to accelerate. Bears concerned with its fast run-up, however, urge profit-taking.Palantir is still projecting growth of just over 10% in 2022, with revenue of about $2.2 billion. Those rushing into the stock expecting mega-growth are likely to be disappointed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184389286273184,"gmtCreate":1686025813090,"gmtModify":1686025814752,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184389286273184","isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182318893416456,"gmtCreate":1685520671518,"gmtModify":1685520675044,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"themes":[],"htmlText":"Ok ","listText":"Ok ","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182318893416456","repostId":"2339846512","repostType":2,"repost":{"id":"2339846512","pubTimestamp":1685468460,"share":"https://ttm.financial/m/news/2339846512?lang=&edition=fundamental","pubTime":"2023-05-31 01:41","market":"us","language":"en","title":"Shares soar as ChargePoint (CHPT) earns upgrade from Bank of America","url":"https://stock-news.laohu8.com/highlight/detail?id=2339846512","media":"StreetInsider","summary":"Bank of America upgraded ChargePoint (NYSE: CHPT) to a Buy rating (From: Neutral) and lowered their ","content":"<html><body><div>\n<div>\n<div>\n<img src=\"https://www.streetinsider.com/images/summaries/2071/resize_Chargepoint_62968afe99ad7.jpg\"/>\n</div>\n</div>\n<p>Bank of America upgraded ChargePoint (NYSE: CHPT) to a Buy rating (From: Neutral) and lowered their 12 month price target for the stock to $14.00 (From $ 15.50) after reassessing the electric vehicle infrastructure company’s line of sight to cash inflection.</p><p>Bank of America values ChargePoint on a DCF basis. Analyst Alex Vrabel projects an adjusted EBITDA of $136mm in CY25 and $303mm in CY26, 20% over the implied consensus. Against the current EV, CHPT trades at <10x, in line with power electronic peers, but growing 4x faster on average.</p><p>Vrabel wrote in a note, “The likely reason for recent underperformance is cash burn. ChargePoint realized a $290mm drag in free cash flow in CY22 (FY23) and enters CY23 with $295mm in cash and $105mm in Short Term Investments. The valuation for EV chargers is substantially based on terminal value with free cash flow negative operations inherent in the short term. Therefore, cash flow line of sight is a critical gating item for investors and one that has become increasingly challenged in this risk off market. Like our reassessment of EVgo, we rebuild our model from the ground up to focus on cash burn and cash inflection.”</p><p>With an updated model, Bank of America expects cash inflection in 4QCY24, matching management’s long stated indications. Vrabel estimates operating cash breakeven in 3Q22 (before working capital) followed by +$19mm in 4Q24.</p><div><div><div></div></div></div><p>With operating cash scales to >$100mm in CY25, and expected working capital drag in 2025, Vrabel expects a net cash positive year absent any outside financings. The drivers of this inflection are growth of network and recurring subscription revenues scaling over operating expenses.</p><p>For the 1Q24, Bank of America estimates ChargePoint will report an EPS of ($0.14), ahead of the consensus estimate of ($0.17).</p><p>Shares of CHPT are up 13.60% in mid-day trading on Tuesday.</p><p>By Michael Elkins | <span>[email protected]</span></p> </div></body></html>","source":"highlight_streetinsider","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>Shares soar as ChargePoint (CHPT) earns upgrade from Bank of America</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\">\nShares soar as ChargePoint (CHPT) earns upgrade from Bank of America\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-31 01:41 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=21734382><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank of America upgraded ChargePoint (NYSE: CHPT) to a Buy rating (From: Neutral) and lowered their 12 month price target for the stock to $14.00 (From $ 15.50) after reassessing the electric vehicle ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21734382\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc.","BK4588":"碎股","BK4096":"电气部件与设备","BK4542":"充电桩","BAC":"美国银行","BK4551":"寇图资本持仓","BK4585":"ETF&股票定投概念"},"source_url":"https://www.streetinsider.com/dr/news.php?id=21734382","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2339846512","content_text":"Bank of America upgraded ChargePoint (NYSE: CHPT) to a Buy rating (From: Neutral) and lowered their 12 month price target for the stock to $14.00 (From $ 15.50) after reassessing the electric vehicle infrastructure company’s line of sight to cash inflection.Bank of America values ChargePoint on a DCF basis. Analyst Alex Vrabel projects an adjusted EBITDA of $136mm in CY25 and $303mm in CY26, 20% over the implied consensus. Against the current EV, CHPT trades at <10x, in line with power electronic peers, but growing 4x faster on average.Vrabel wrote in a note, “The likely reason for recent underperformance is cash burn. ChargePoint realized a $290mm drag in free cash flow in CY22 (FY23) and enters CY23 with $295mm in cash and $105mm in Short Term Investments. The valuation for EV chargers is substantially based on terminal value with free cash flow negative operations inherent in the short term. Therefore, cash flow line of sight is a critical gating item for investors and one that has become increasingly challenged in this risk off market. Like our reassessment of EVgo, we rebuild our model from the ground up to focus on cash burn and cash inflection.”With an updated model, Bank of America expects cash inflection in 4QCY24, matching management’s long stated indications. Vrabel estimates operating cash breakeven in 3Q22 (before working capital) followed by +$19mm in 4Q24.With operating cash scales to >$100mm in CY25, and expected working capital drag in 2025, Vrabel expects a net cash positive year absent any outside financings. The drivers of this inflection are growth of network and recurring subscription revenues scaling over operating expenses.For the 1Q24, Bank of America estimates ChargePoint will report an EPS of ($0.14), ahead of the consensus estimate of ($0.17).Shares of CHPT are up 13.60% in mid-day trading on Tuesday.By Michael Elkins | [email protected]","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181977335971968,"gmtCreate":1685437301061,"gmtModify":1685437305005,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"themes":[],"htmlText":"😭","listText":"😭","text":"😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181977335971968","repostId":"1147949101","repostType":2,"repost":{"id":"1147949101","pubTimestamp":1685460432,"share":"https://ttm.financial/m/news/1147949101?lang=&edition=fundamental","pubTime":"2023-05-30 23:27","market":"us","language":"en","title":"7 Sad Stocks That Are Waving Big Red Flags","url":"https://stock-news.laohu8.com/highlight/detail?id=1147949101","media":"InvestorPlace","summary":"Is your portfolio waving a red flag? Do you have some stocks that are in peril? Those are what we ca","content":"<html><head></head><body><p>Is your portfolio waving a red flag? Do you have some stocks that are in peril? Those are what we call red flag stocks.</p><p style=\"text-align: start;\">Historically, red flags were used as a visual signal to indicate a warning or danger ahead. Red flags signal dangerous conditions in maritime usage and have been used throughout history by armies to signal a stop because the enemy is ahead.</p><p style=\"text-align: start;\">So if you’ve got a red flag stock, there’s some trouble in your portfolio.</p><p style=\"text-align: start;\">The market is generally pretty mixed right now, and not every stock is having problems. The tech-heavy <strong>Nasdaq composite</strong> is up 5% in the last 30 days, and the <strong>Dow Jones Industrial Average</strong> is down 3%. The <strong>S&P 500</strong> is right in the middle, roughly flat over the previous month.</p><p style=\"text-align: start;\">While many stocks are benefiting right now from positive analyst revisions following the most recent round of quarterly results, some stocks are also on the other side. They are seeing lower earnings estimates, and their ratings are falling in the Portfolio Grader. That’s how they become red flag stocks.</p><p style=\"text-align: start;\">Here are seven such names to avoid in these treacherous conditions.</p><h2 style=\"text-align: start;\">Bank of America (BAC)</h2><p><strong>Bank of America</strong> (NYSE: <strong><u>BAC</u></strong>) is one of the biggest banks in the U.S. and carries a market capitalization of $225 billion.</p><p style=\"text-align: start;\">While it’s not a regional bank stock, it’s undoubtedly been wounded along with the rest of the sector in recent weeks as bank failures shook the market.</p><p style=\"text-align: start;\">Bank of America stock is down 15% so far this year. While it brought in $25.33 billion in revenue in the first quarter – about 9% better than a year ago – I’m not expecting those returns to continue in Q2.</p><p style=\"text-align: start;\">Evercore ISI analyst Glenn Schorr maintained an “overweight” rating on Bank of America shares but reduced his price target from $36 to $35.</p><p style=\"text-align: start;\">He said he expects BAC to be among those banks who are seeing a lower price target because the FDIC is considering a special assessment for banks to replenish the deposit insurance fund following the failures <strong>of Signature Bank</strong> (OTCMKTS:<strong><u>SBNY</u></strong>) and the former Silicon Valley Bank.</p><p style=\"text-align: start;\">BAC stock moved from a “C” to a “D” in the Portfolio Grader and made this list of red flag stocks.</p><h2 style=\"text-align: start;\">Altria Group (MO)</h2><p><strong>Altria Group</strong> (NYSE: <strong><u>MO</u></strong>) is in the tobacco trade, but it’s not satisfied there – not surprising, considering that tobacco users continue to face high prices, taxes and some public scorn – many buildings, restaurants and pseudo-public spaces are smoke-free.</p><p style=\"text-align: start;\">So Altria’s tried to spread its wings, unsuccessfully. It invested $12.8 billion for a minority stake in vaping company Juul. It spent another $2.75 billion on another vape manufacturer, Njoy Holdings. And it spent $1.8 billion for a minority stake in <strong>Cronos Group</strong> (NASDAQ: <strong><u>CRON</u></strong>), a marijuana company.</p><p style=\"text-align: start;\">None of that turned out well. Altria wrote off the Juul investment, and the U.S. balked at the federal legalization of marijuana. At the end of 2022, it reported $26.68 billion in debt.</p><p style=\"text-align: start;\">Altria says its evaluating opportunities in the international innovative smoke-free and non-nicotine market and hopes to finalize strategies in the next year. It sounds like more of the same for Altria, down by 19% over the last five years and more than 2% in 2023 making it one of the red flag stocks to dump soon.</p><p style=\"text-align: start;\">MO stock fell from a “C” to a “D” in the Portfolio Grader.</p><h2 style=\"text-align: start;\">Icahn Enterprises (IEP)</h2><p>Headed by billionaire investor Carl Icahn, <strong>Icahn Enterprises</strong> (NASDAQ: <strong><u>IEP</u></strong>) invests in troubled businesses in multiple sectors, including automotive, real estate and consumer goods. As an activist investor, Icahn shakes companies up to turn them around and maximize revenues and profits.</p><p style=\"text-align: start;\">Perhaps it’s ironic that Icahn is falling victim to a short-seller report targeting his company. Hindenburg Research released a report that alleges the use of new investor funds by Icahn Enterprises to pay out unsustainable dividends.</p><p style=\"text-align: start;\">Then Icahn Enterprises posted a first-quarter loss that surprised investors, and disclosed that U.S. prosecutors contacted it. Those events in early May pushed the stock price down 15%.</p><p style=\"text-align: start;\">This week, IEP dropped another 20% when a rival hedge fund manager, Bill Ackman, publicly sided with Hindenburg in its initial report.</p><p style=\"text-align: start;\">Overall, IEP is down 59% on the year. Its Portfolio Grader rating fell from a “B” to an “F.”</p><h2 style=\"text-align: start;\">Qualcomm (QCOM)</h2><p>You’re likely familiar with <strong>Qualcomm</strong> (NASDAQ: <strong><u>QCOM</u></strong>), the maker of smartphone semiconductor chips. It also makes wireless technology software and services.</p><p style=\"text-align: start;\">The major problem with this stock is a slowdown in smartphone sales expected to continue for the next several months. QOCM stock is down 16% in the last three months and 19% in the previous 12 months.</p><p style=\"text-align: start;\">Revenue for the fiscal second quarter was down 17% from a year ago. And the company issued guidance for the third quarter of only $8.5 billion when analysts expected $9.1 billion. The company is projecting EPS between a range of $1.70 and $1.90, but Wall Street was expecting $2.16.</p><p style=\"text-align: start;\">You may be hoping that QCOM joins other tech companies on the freight train that is artificial intelligence. But for now, Qualcomm’s Portfolio Grader rating is down from a “C” to a “D.”</p><h2 style=\"text-align: start;\">Portage Biotech (PRTG)</h2><p>Toronto-based <strong>Portage Biotech</strong> (NASDAQ: <strong><u>PRTG</u></strong>) is focused on developing cancer treatments. Its pipeline has numerous drug candidates to treat melanoma, solid tumors and soft tissue sarcoma.</p><p style=\"text-align: start;\">Earnings for the fourth quarter of 2022 included a net loss of $7.5 million, compared to a loss of $4.2 million in the year before. The loss of 44 cents per share was much worse than analysts’ expectations for a loss of 23 cents per share.</p><p style=\"text-align: start;\">With no revenue coming in any time soon – only one of Portage’s candidates is close to Phase 3 testing – there’s no expectation that Portage stock will break higher shortly. The stock is down nearly 40% just this year, making it one of the red flag stocks to get out from under while you can.</p><p style=\"text-align: start;\">PRTG stock is down from a “C” to a “D” in the Portfolio Grader.</p><h2 style=\"text-align: start;\">SPI Energy (SPI)</h2><p><strong>SPI Energy</strong> (NASDAQ: <strong><u>SPI</u></strong>) is a clean energy company working primarily with solar energy projects and infrastructure to support electric vehicle charging.</p><p style=\"text-align: start;\">Its SolarJuice division caters to residential and small commercial customers, while its commercial solar division operates solar projects and sells services to third-party project developers. A third division, Phoenix Motor, manufactures commercial EVs, electric scooters and EV charger solutions.</p><p style=\"text-align: start;\">Revenue in the first quarter was $47.9 million, with an operating loss of $7.3 million, or 31 cents per share.</p><p style=\"text-align: start;\">SPI Energy is a penny stock with a market capitalization of only $38 million and total assets of only $230 million. It has about $75.2 million in debt. The Portfolio Grader has it down to a “D” from a “C” rating.</p><h2 style=\"text-align: start;\">Estee Lauder (EL)</h2><p>Beauty and skincare company <strong>Estee Lauder</strong> (NYSE: <strong><u>EL</u></strong>) is coming off a rough first quarter that caused its stock to drop by 17%.</p><p style=\"text-align: start;\">Revenue was $3.75 billion, down 12% from a year ago. And earnings for the quarter dropped by more than half, coming in at $156 million. Estee Lauder cut its full-year earnings guidance from a range of $6 to $7.20 to a range of $3.80 to $6.</p><p style=\"text-align: start;\">The disappointing earnings report was just more of the same for the makeup company, which now has seen its stock price fall by 22% in 2023 and 31% from its 52-week high. An activist investor, Nelson Peltz, has set his sights on the company with a proposed takeover. That’s easier said than done, considering that the Lauder family controls 86% of voting shares.</p><p style=\"text-align: start;\">Argus analyst John Staszak cites the company’s disappointing earnings and the slow pace of China’s economic recovery as reasons to downgrade EL stock from “buy” to “hold.” The Portfolio Grader agrees as EL stock moved from a “C” to a “D” rating.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Sad Stocks That Are Waving Big Red Flags</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\">\n7 Sad Stocks That Are Waving Big Red Flags\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-30 23:27 GMT+8 <a href=https://investorplace.com/market360/2023/05/7-sad-stocks-that-are-waving-big-red-flags/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is your portfolio waving a red flag? Do you have some stocks that are in peril? Those are what we call red flag stocks.Historically, red flags were used as a visual signal to indicate a warning or ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/05/7-sad-stocks-that-are-waving-big-red-flags/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","MO":"奥驰亚","EL":"雅诗兰黛","PRTG":"Portage Biotech Inc.","SPI":"阳光动力","IEP":"伊坎企业","QCOM":"高通"},"source_url":"https://investorplace.com/market360/2023/05/7-sad-stocks-that-are-waving-big-red-flags/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147949101","content_text":"Is your portfolio waving a red flag? Do you have some stocks that are in peril? Those are what we call red flag stocks.Historically, red flags were used as a visual signal to indicate a warning or danger ahead. Red flags signal dangerous conditions in maritime usage and have been used throughout history by armies to signal a stop because the enemy is ahead.So if you’ve got a red flag stock, there’s some trouble in your portfolio.The market is generally pretty mixed right now, and not every stock is having problems. The tech-heavy Nasdaq composite is up 5% in the last 30 days, and the Dow Jones Industrial Average is down 3%. The S&P 500 is right in the middle, roughly flat over the previous month.While many stocks are benefiting right now from positive analyst revisions following the most recent round of quarterly results, some stocks are also on the other side. They are seeing lower earnings estimates, and their ratings are falling in the Portfolio Grader. That’s how they become red flag stocks.Here are seven such names to avoid in these treacherous conditions.Bank of America (BAC)Bank of America (NYSE: BAC) is one of the biggest banks in the U.S. and carries a market capitalization of $225 billion.While it’s not a regional bank stock, it’s undoubtedly been wounded along with the rest of the sector in recent weeks as bank failures shook the market.Bank of America stock is down 15% so far this year. While it brought in $25.33 billion in revenue in the first quarter – about 9% better than a year ago – I’m not expecting those returns to continue in Q2.Evercore ISI analyst Glenn Schorr maintained an “overweight” rating on Bank of America shares but reduced his price target from $36 to $35.He said he expects BAC to be among those banks who are seeing a lower price target because the FDIC is considering a special assessment for banks to replenish the deposit insurance fund following the failures of Signature Bank (OTCMKTS:SBNY) and the former Silicon Valley Bank.BAC stock moved from a “C” to a “D” in the Portfolio Grader and made this list of red flag stocks.Altria Group (MO)Altria Group (NYSE: MO) is in the tobacco trade, but it’s not satisfied there – not surprising, considering that tobacco users continue to face high prices, taxes and some public scorn – many buildings, restaurants and pseudo-public spaces are smoke-free.So Altria’s tried to spread its wings, unsuccessfully. It invested $12.8 billion for a minority stake in vaping company Juul. It spent another $2.75 billion on another vape manufacturer, Njoy Holdings. And it spent $1.8 billion for a minority stake in Cronos Group (NASDAQ: CRON), a marijuana company.None of that turned out well. Altria wrote off the Juul investment, and the U.S. balked at the federal legalization of marijuana. At the end of 2022, it reported $26.68 billion in debt.Altria says its evaluating opportunities in the international innovative smoke-free and non-nicotine market and hopes to finalize strategies in the next year. It sounds like more of the same for Altria, down by 19% over the last five years and more than 2% in 2023 making it one of the red flag stocks to dump soon.MO stock fell from a “C” to a “D” in the Portfolio Grader.Icahn Enterprises (IEP)Headed by billionaire investor Carl Icahn, Icahn Enterprises (NASDAQ: IEP) invests in troubled businesses in multiple sectors, including automotive, real estate and consumer goods. As an activist investor, Icahn shakes companies up to turn them around and maximize revenues and profits.Perhaps it’s ironic that Icahn is falling victim to a short-seller report targeting his company. Hindenburg Research released a report that alleges the use of new investor funds by Icahn Enterprises to pay out unsustainable dividends.Then Icahn Enterprises posted a first-quarter loss that surprised investors, and disclosed that U.S. prosecutors contacted it. Those events in early May pushed the stock price down 15%.This week, IEP dropped another 20% when a rival hedge fund manager, Bill Ackman, publicly sided with Hindenburg in its initial report.Overall, IEP is down 59% on the year. Its Portfolio Grader rating fell from a “B” to an “F.”Qualcomm (QCOM)You’re likely familiar with Qualcomm (NASDAQ: QCOM), the maker of smartphone semiconductor chips. It also makes wireless technology software and services.The major problem with this stock is a slowdown in smartphone sales expected to continue for the next several months. QOCM stock is down 16% in the last three months and 19% in the previous 12 months.Revenue for the fiscal second quarter was down 17% from a year ago. And the company issued guidance for the third quarter of only $8.5 billion when analysts expected $9.1 billion. The company is projecting EPS between a range of $1.70 and $1.90, but Wall Street was expecting $2.16.You may be hoping that QCOM joins other tech companies on the freight train that is artificial intelligence. But for now, Qualcomm’s Portfolio Grader rating is down from a “C” to a “D.”Portage Biotech (PRTG)Toronto-based Portage Biotech (NASDAQ: PRTG) is focused on developing cancer treatments. Its pipeline has numerous drug candidates to treat melanoma, solid tumors and soft tissue sarcoma.Earnings for the fourth quarter of 2022 included a net loss of $7.5 million, compared to a loss of $4.2 million in the year before. The loss of 44 cents per share was much worse than analysts’ expectations for a loss of 23 cents per share.With no revenue coming in any time soon – only one of Portage’s candidates is close to Phase 3 testing – there’s no expectation that Portage stock will break higher shortly. The stock is down nearly 40% just this year, making it one of the red flag stocks to get out from under while you can.PRTG stock is down from a “C” to a “D” in the Portfolio Grader.SPI Energy (SPI)SPI Energy (NASDAQ: SPI) is a clean energy company working primarily with solar energy projects and infrastructure to support electric vehicle charging.Its SolarJuice division caters to residential and small commercial customers, while its commercial solar division operates solar projects and sells services to third-party project developers. A third division, Phoenix Motor, manufactures commercial EVs, electric scooters and EV charger solutions.Revenue in the first quarter was $47.9 million, with an operating loss of $7.3 million, or 31 cents per share.SPI Energy is a penny stock with a market capitalization of only $38 million and total assets of only $230 million. It has about $75.2 million in debt. The Portfolio Grader has it down to a “D” from a “C” rating.Estee Lauder (EL)Beauty and skincare company Estee Lauder (NYSE: EL) is coming off a rough first quarter that caused its stock to drop by 17%.Revenue was $3.75 billion, down 12% from a year ago. And earnings for the quarter dropped by more than half, coming in at $156 million. Estee Lauder cut its full-year earnings guidance from a range of $6 to $7.20 to a range of $3.80 to $6.The disappointing earnings report was just more of the same for the makeup company, which now has seen its stock price fall by 22% in 2023 and 31% from its 52-week high. An activist investor, Nelson Peltz, has set his sights on the company with a proposed takeover. That’s easier said than done, considering that the Lauder family controls 86% of voting shares.Argus analyst John Staszak cites the company’s disappointing earnings and the slow pace of China’s economic recovery as reasons to downgrade EL stock from “buy” to “hold.” The Portfolio Grader agrees as EL stock moved from a “C” to a “D” rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952460363,"gmtCreate":1674885695453,"gmtModify":1676538964895,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952460363","repostId":"2306801289","repostType":2,"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925348403,"gmtCreate":1671937779903,"gmtModify":1676538613288,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925348403","repostId":"1136355949","repostType":2,"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929061278,"gmtCreate":1670564198295,"gmtModify":1676538395077,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929061278","repostId":"2290747462","repostType":2,"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920997368,"gmtCreate":1670414489054,"gmtModify":1676538362968,"author":{"id":"4088201880010570","authorId":"4088201880010570","name":"Heng08","avatar":"https://community-static.tradeup.com/news/505153f04c3a6654891a2cb833a63f89","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088201880010570","authorIdStr":"4088201880010570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920997368","repostId":"1196589201","repostType":2,"repost":{"id":"1196589201","pubTimestamp":1670427016,"share":"https://ttm.financial/m/news/1196589201?lang=&edition=fundamental","pubTime":"2022-12-07 23:30","market":"us","language":"en","title":"7 Electric Vehicle Stocks to Sell in December","url":"https://stock-news.laohu8.com/highlight/detail?id=1196589201","media":"InvestorPlace","summary":"These electric vehicle stocks to sell will continue shedding value in the current market downturnNikola(NKLA): Unlikely to scale production anytime soon, with its massive cash burnHyzon Motors(HYZN): ","content":"<html><head></head><body><ul><li>These electric vehicle stocks to sell will continue shedding value in the current market downturn</li><li><b>Nikola</b>(<u><b>NKLA</b></u>): Unlikely to scale production anytime soon, with its massive cash burn</li><li><b>Hyzon Motors</b>(<u><b>HYZN</b></u>): Regulators have confirmed most of the scathing claims by short-seller Blue Orca</li><li><b>Rivian Automotive</b>(<b>RIVN</b>): Product recalls, safety concerns, and a lofty valuation makes it a stock to avoid</li><li><b>Electra</b> <b>Meccanica</b> <b>Vehicles</b>(<b>SOLO</b>): Three-wheeled approach is unlikely to gain mainstream traction</li><li><b>Workhorse</b>(<b>WKHS</b>): Burning cash at an incredible pace while meeting production levels at a minimum</li><li><b>Lordstown Motors</b>(<b>RIDE</b>): Has serious ground to make up as it struggles to grow its production levels</li><li><b>Arcimoto</b>(<b>FUV</b>): Cash burn has led to tremendous dilution as it continues to post lackluster operating results</li></ul><p>After all the excitement the sector garnered last year, it looks as if it’s time to consider which electric vehicle stocks to sell.</p><p>The year has exposed the weaknesses in multiple sectors, and the electric vehicle market is no exception. A significant market rout has seen stocks of prominent companies and startups suffer considerable losses in value.</p><p>Moreover, new EV companies are finding themselves in a much more competitive landscape now that legacy automakers entered the fray. Hence, there are multiple electric vehicle stocks to sell at this time.</p><p>Investing in the electric vehicle market can be very attractive, given the wide range of underlying businesses to choose from. These include car companies, battery manufacturers, charging providers, and others.</p><p>However, with the stock market experiencing significant dips recently, many of these companies are finding it increasingly difficult to attract investors. This puts immense pressure on already unstable businesses and causes long-term problems within the EV sphere. Hence, only EV companies with strong track records are worth investing in at this time.</p><p><b>Nikola (NKLA)</b></p><p>EV start-up <b>Nikola</b> (NASDAQ:<u><b>NKLA</b></u>) has witnessed a steep drop in its stock price over the past few months. Nikola may have to wait before scaling production levels of its flagship Nikola Tre truck for a while.</p><p>In its most recent quarter, Nikola reported negative free cash flows amounting to $237 million. A large part of that comes from the lack of capital required to scale production, especially withthe addition of ailing battery supplier Romeo Power, which will likely result in massive cash burn going forward.</p><p>Therefore, it doesn’t seem like this firm’s tribulations will end anytime soon as it looks to scale production of its battery electric (BEV) truck.</p><p><b>Hyzon Motors (HYZN)</b></p><p><b>Hyzon Motors</b> (NASDAQ:<u><b>HYZN</b></u>) has been nothing short of a disaster for investors. There have been reports of financial manipulation, and the company has also been accused of creating false customers.</p><p>These actions raise serious questions about its legitimacy and ability to remain solvent in an increasingly competitive EV marketplace.</p><p>Late last year, short-seller Blue Orca accused the companywas knowingly overstating its revenue outlookand drawing investors in with inflated promises of future profits.</p><p>The report stated that two of Hyzon’s largest customers weren’t real. Regulators have confirmed at least some of Blue Orca’s claims, leaving Hyzon facing serious scrutiny from the public and its shareholders. This news is a major blow to Hyzon Motors’ already tarnished reputation.</p><p><b>Rivian Automotive (RIVN)</b></p><p>Despite promising EV start-up <b>Rivian Automotive’s</b> (NASDAQ:<b>RIVN</b>) potential, it’s a remarkably rough outing this year.</p><p>Not only was it forced to cut the production target for 2022 by half, but it had to recall nearly all of its deliveries. If that wasn’t enough, its workers have recently complained about inadequate safety conditions at its plants. The triple whammy should have investors wary of investing in its stock in the current economic downturn.</p><p>Though it faces a myriad of challenges, RIVN stock still trades over 16 times forward sales, a lofty valuation. With production delays, a product recall, and safety concerns, its valuation is alarming. Hence, investors should proceed cautiously when considering RIVN stock and understand the risks associated with its business case.</p><p><b>ElectraMeccanica Vehicles (SOLO)</b></p><p><b>ElectraMeccanica</b> <b>Vehicles</b> (NASDAQ:<b>SOLO</b>) seems to have grand ambitions in the electric vehicle arena, but it faces an uphill battle in gaining consumer traction.</p><p>Its vehicles are by no means elegant designs, and itsthree-wheeled structure puts them at a distinct disadvantage in a market filled with sleek and sexy alternatives. Electric three-wheelers seem unlikely to find much appeal due to their odd, unsightly designs in a hotly competitive EV market.</p><p>Its success is further hindered by the numerous challenges already in place for electric vehicle (EV) adoption. EVs are expensive, and the scarcity of charging stations and range anxiety pose massive problems for the companies involved.</p><p>It seems unlikely that the unique three-wheeled designs presented by Electrameccanica will see any major consumer acceptance in the near future. At the same time, it continues to burn through its cash reserves at an accelerated pace.</p><p><b>Workhorse (WKHS)</b></p><p>Shares of budding EV player, <b>Workhorse</b> (NASDAQ:<b>WKHS</b>) have been plummeting in value, reflecting the company’s poor performance.</p><p>It’s been posting lackluster operating results over the past several quarters. Production levels are only meeting bare-minimum estimates, which suggests that its investors are in for a rough ride ahead. Though it has initially planned to deliver 150 to 250 vehicles this year, it will only be delivering 100 to 200 vehicles after revising estimates.</p><p>It recently posted its third quarter results, which missed estimates across both lines. It posted a hefty 73-cent loss per share, missing estimates by 45 cents.</p><p>To complicate matters further, it had to pay $35 million in settlement for its unsuccessful bid for a U.S. Postal Service contract. Hence, anybody on the fence about holding or selling this stock should opt for the latter option to avoid further losses.</p><p><b>Lordstown Motors (RIDE)</b></p><p><b>Lordstown Motors</b> (NASDAQ: <b>RIDE</b>) has finally started production after multiple delays. The firm promised to deliver its first EV in 2020, but it’s only getting started two years later.</p><p>Unfortunately, the company still faces many challenges that analysts believe will keep them lagging compared to others in the industry. With so much competition gunning for similar goals, Lordstown has some serious ground to make up; whether they can weather the headwinds remains to be seen.</p><p>The company’s facility in Ohio kicked-off production in September. However, production has been slow and will likely stay that way as supply-chain issues persist.</p><p>As things currently stand, there’s very little hope of significantly speeding up vehicle production any time soon. Therefore, avoiding a speculative stock such as RIDE amidst the current volatility is best.</p><p><b>Arcimoto (FUV)</b></p><p><b>Arcimoto</b> (NASDAQ: <b>FUV</b>) is on a dire trajectory as it continues to burn through its resources at excessive speeds while accumulating new capital incredibly slowly.</p><p>As with ElectraMeccanica, it boasts a unique lineup of fully electric three-wheeled pods, which faces the same consumer acceptance hurdles. As the company struggles to make headway in the market, it seems likely that unless changes are implemented soon, the fate of Arcimoto will remain uncertain for quite some time.</p><p>Arcimoto has seen quite a bit of turbulence in recent months. Its performance in the third quarter presents a picture that is less than ideal, with numerous obstacles still to be overcome for it to achieve success.</p><p>Third quarter results showed total revenues amounting to slightly more than $2 million, far below analysts’ projections, which nearly tripled that figure. To make matters worse, cash burn is leading to tremendous dilution.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Electric Vehicle Stocks to Sell in December</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\">\n7 Electric Vehicle Stocks to Sell in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 23:30 GMT+8 <a href=https://investorplace.com/electric-vehicle-stocks-to-sell-ev/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These electric vehicle stocks to sell will continue shedding value in the current market downturnNikola(NKLA): Unlikely to scale production anytime soon, with its massive cash burnHyzon Motors(HYZN): ...</p>\n\n<a href=\"https://investorplace.com/electric-vehicle-stocks-to-sell-ev/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUV":"Arcimoto, Inc.","WKHS":"Workhorse Group, Inc.","RIVN":"Rivian Automotive, Inc.","HYZN":"Hyzon Motors Inc.","NKLA":"Nikola Corporation","SOLO":"Electrameccanica Vehicles Corp."},"source_url":"https://investorplace.com/electric-vehicle-stocks-to-sell-ev/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196589201","content_text":"These electric vehicle stocks to sell will continue shedding value in the current market downturnNikola(NKLA): Unlikely to scale production anytime soon, with its massive cash burnHyzon Motors(HYZN): Regulators have confirmed most of the scathing claims by short-seller Blue OrcaRivian Automotive(RIVN): Product recalls, safety concerns, and a lofty valuation makes it a stock to avoidElectra Meccanica Vehicles(SOLO): Three-wheeled approach is unlikely to gain mainstream tractionWorkhorse(WKHS): Burning cash at an incredible pace while meeting production levels at a minimumLordstown Motors(RIDE): Has serious ground to make up as it struggles to grow its production levelsArcimoto(FUV): Cash burn has led to tremendous dilution as it continues to post lackluster operating resultsAfter all the excitement the sector garnered last year, it looks as if it’s time to consider which electric vehicle stocks to sell.The year has exposed the weaknesses in multiple sectors, and the electric vehicle market is no exception. A significant market rout has seen stocks of prominent companies and startups suffer considerable losses in value.Moreover, new EV companies are finding themselves in a much more competitive landscape now that legacy automakers entered the fray. Hence, there are multiple electric vehicle stocks to sell at this time.Investing in the electric vehicle market can be very attractive, given the wide range of underlying businesses to choose from. These include car companies, battery manufacturers, charging providers, and others.However, with the stock market experiencing significant dips recently, many of these companies are finding it increasingly difficult to attract investors. This puts immense pressure on already unstable businesses and causes long-term problems within the EV sphere. Hence, only EV companies with strong track records are worth investing in at this time.Nikola (NKLA)EV start-up Nikola (NASDAQ:NKLA) has witnessed a steep drop in its stock price over the past few months. Nikola may have to wait before scaling production levels of its flagship Nikola Tre truck for a while.In its most recent quarter, Nikola reported negative free cash flows amounting to $237 million. A large part of that comes from the lack of capital required to scale production, especially withthe addition of ailing battery supplier Romeo Power, which will likely result in massive cash burn going forward.Therefore, it doesn’t seem like this firm’s tribulations will end anytime soon as it looks to scale production of its battery electric (BEV) truck.Hyzon Motors (HYZN)Hyzon Motors (NASDAQ:HYZN) has been nothing short of a disaster for investors. There have been reports of financial manipulation, and the company has also been accused of creating false customers.These actions raise serious questions about its legitimacy and ability to remain solvent in an increasingly competitive EV marketplace.Late last year, short-seller Blue Orca accused the companywas knowingly overstating its revenue outlookand drawing investors in with inflated promises of future profits.The report stated that two of Hyzon’s largest customers weren’t real. Regulators have confirmed at least some of Blue Orca’s claims, leaving Hyzon facing serious scrutiny from the public and its shareholders. This news is a major blow to Hyzon Motors’ already tarnished reputation.Rivian Automotive (RIVN)Despite promising EV start-up Rivian Automotive’s (NASDAQ:RIVN) potential, it’s a remarkably rough outing this year.Not only was it forced to cut the production target for 2022 by half, but it had to recall nearly all of its deliveries. If that wasn’t enough, its workers have recently complained about inadequate safety conditions at its plants. The triple whammy should have investors wary of investing in its stock in the current economic downturn.Though it faces a myriad of challenges, RIVN stock still trades over 16 times forward sales, a lofty valuation. With production delays, a product recall, and safety concerns, its valuation is alarming. Hence, investors should proceed cautiously when considering RIVN stock and understand the risks associated with its business case.ElectraMeccanica Vehicles (SOLO)ElectraMeccanica Vehicles (NASDAQ:SOLO) seems to have grand ambitions in the electric vehicle arena, but it faces an uphill battle in gaining consumer traction.Its vehicles are by no means elegant designs, and itsthree-wheeled structure puts them at a distinct disadvantage in a market filled with sleek and sexy alternatives. Electric three-wheelers seem unlikely to find much appeal due to their odd, unsightly designs in a hotly competitive EV market.Its success is further hindered by the numerous challenges already in place for electric vehicle (EV) adoption. EVs are expensive, and the scarcity of charging stations and range anxiety pose massive problems for the companies involved.It seems unlikely that the unique three-wheeled designs presented by Electrameccanica will see any major consumer acceptance in the near future. At the same time, it continues to burn through its cash reserves at an accelerated pace.Workhorse (WKHS)Shares of budding EV player, Workhorse (NASDAQ:WKHS) have been plummeting in value, reflecting the company’s poor performance.It’s been posting lackluster operating results over the past several quarters. Production levels are only meeting bare-minimum estimates, which suggests that its investors are in for a rough ride ahead. Though it has initially planned to deliver 150 to 250 vehicles this year, it will only be delivering 100 to 200 vehicles after revising estimates.It recently posted its third quarter results, which missed estimates across both lines. It posted a hefty 73-cent loss per share, missing estimates by 45 cents.To complicate matters further, it had to pay $35 million in settlement for its unsuccessful bid for a U.S. Postal Service contract. Hence, anybody on the fence about holding or selling this stock should opt for the latter option to avoid further losses.Lordstown Motors (RIDE)Lordstown Motors (NASDAQ: RIDE) has finally started production after multiple delays. The firm promised to deliver its first EV in 2020, but it’s only getting started two years later.Unfortunately, the company still faces many challenges that analysts believe will keep them lagging compared to others in the industry. With so much competition gunning for similar goals, Lordstown has some serious ground to make up; whether they can weather the headwinds remains to be seen.The company’s facility in Ohio kicked-off production in September. However, production has been slow and will likely stay that way as supply-chain issues persist.As things currently stand, there’s very little hope of significantly speeding up vehicle production any time soon. Therefore, avoiding a speculative stock such as RIDE amidst the current volatility is best.Arcimoto (FUV)Arcimoto (NASDAQ: FUV) is on a dire trajectory as it continues to burn through its resources at excessive speeds while accumulating new capital incredibly slowly.As with ElectraMeccanica, it boasts a unique lineup of fully electric three-wheeled pods, which faces the same consumer acceptance hurdles. As the company struggles to make headway in the market, it seems likely that unless changes are implemented soon, the fate of Arcimoto will remain uncertain for quite some time.Arcimoto has seen quite a bit of turbulence in recent months. Its performance in the third quarter presents a picture that is less than ideal, with numerous obstacles still to be overcome for it to achieve success.Third quarter results showed total revenues amounting to slightly more than $2 million, far below analysts’ projections, which nearly tripled that figure. To make matters worse, cash burn is leading to tremendous 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","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9983352610","repostId":"2276907401","repostType":2,"repost":{"id":"2276907401","pubTimestamp":1666157913,"share":"https://ttm.financial/m/news/2276907401?lang=&edition=fundamental","pubTime":"2022-10-19 13:38","market":"us","language":"en","title":"7 Warren Buffett Stocks to Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2276907401","media":"InvestorPlace","summary":"Here are seven Warren Buffett stocks to buy and hold over the long term. Coca-Cola: Coke’s business ","content":"<html><head></head><body><ul><li>Here are seven Warren Buffett stocks to buy and hold over the long term. </li><li><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>: Coke’s business is back above its 2019 levels which indicate that it's likely to grow for the next decade. </li><li><a href=\"https://laohu8.com/S/AAPL\">Apple</a>: Most signs indicate that Apple will perform impressively during the coming decade.</li><li><a href=\"https://laohu8.com/S/AXP\">American Express</a>: American Express caters to a more affluent customer base giving it short-term and long-term value. </li><li><a href=\"https://laohu8.com/S/KR\">Kroger</a>: An upcoming potential merger is one of many reasons to consider Kroger for the long term. </li><li><a href=\"https://laohu8.com/S/MCK\">McKesson Corp.</a>: McKesson is a relatively unknown firm providing supply chain solutions for pharmaceuticals, and it recently upped its dividend by 15%. </li><li><a href=\"https://laohu8.com/S/DVA\">DaVita</a>: DaVita provides treatments for kidney disease, and the demand for the disease is expected to increase as U.S. obesity reaches new highs. </li><li><a href=\"https://laohu8.com/S/CVX\">Chevron</a>: CVX remains worthwhile as the use of green energy rapidly rises. </li></ul><p>Warren Buffet’s philosophy relies on identifying stocks to buy and hold. He believes that the best names to buy and hold are those of undervalued companies that have high chances of being successful over the long term. </p><p>That investment strategy is embodied by Buffett’s <b>Berkshire Hathaway</b> (NYSE:<b><u>BRK.B</u></b>) which invests in those types of equities and other varieties of stocks as well. Over the previous decade, BRK.B has provided annualized returns of 11.39%. However, investors who want to find other individual Warren Buffett stocks to buy and hold would do well to consider these seven names. </p><table border=\"1\"><tbody><tr><td><b><u>KO</u></b></td><td>Coca-Cola</td><td>$55.69</td></tr><tr><td><b><u>AAPL</u></b></td><td>Apple</td><td>$142.41</td></tr><tr><td><b><u>AXP</u></b></td><td>American Express</td><td>$141.54</td></tr><tr><td><b><u>KR</u></b></td><td>Kroger</td><td>$42.11</td></tr><tr><td><b><u>MCK</u></b></td><td>McKesson</td><td>$354.50</td></tr><tr><td><b><u>DVA</u></b></td><td>DaVita</td><td>$89.88</td></tr><tr><td><b><u>CVX</u></b></td><td>Chevron</td><td>$161.31</td></tr></tbody></table><h2><b>Coca-Cola (KO)</b></h2><p><img src=\"https://static.tigerbbs.com/6e818d0013d94562a1aace9604c77d4d\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Fotazdymak / Shutterstock.com</p><p>Many investors are aware of the connection between <b>Coca-Cola</b> (NYSE:<b><u>KO</u></b>) stock and Warren Buffett. Buffett famously showed Coca-Cola products on TV during his press interviews and reportedly continues to drink five cans of Coke daily. </p><p>Buffett clearly enjoys the company’s products. More importantly, for investors, he loves the company’s shares. Berkshire Hathaway owns 400 million of Coca-Cola’s 4.32 billion outstanding shares. Consequently, his views on Coca-Cola’s prospects move its share prices significantly. So any purchase or sale of KO stock by Berkshire Hathaway is consequential. </p><p>Berkshire did not buy or sell KO stock in Q2. But the company’s decision to hold onto all of its KO stock shows that it remains confident in the name. Coca-Cola’s long-term outlook remains very solid, and the mature firm is clearly capable of continuing to drive top-line growth and provide investors with returns. Its revenues increased from $37.3 billion in 2019 to $38.7 billion in 2021. During the same period, its earnings per share went from $2.11 to $2.32. </p><p>All of this indicates that Coca-Cola will grow steadily over the next decade. The company will continue to return money to investors via its dividend which has not been reduced since 1963. </p><h2><b>Apple (AAPL)</b></h2><p><img src=\"https://static.tigerbbs.com/adc5a97520eafca8d4d4d26c03cda002\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: sylv1rob1 / Shutterstock.com</p><p><b>Apple</b> (NASDAQ:<b><u>AAPL</u></b>) has been one of the most successful stocks over the past decade. During that period, the annualized return of AAPL stock averaged 21.17%. Those returns outpaced those of the tech-heavy <b>Nasdaq</b> by 81%. Capital invested in Apple’s shares multiplied in value by nearly seven times in that span of time. If past is prologue, buying and holding Apple’s shares for the next decade is a smart idea. </p><p>The outlook of AAPL stock remains bright moving forward. Quantitative tightening has drastically impacted tech stocks in 2022. But one firm believes that Apple’s shares can more than double in price in the next five years, reaching nearly $360. The same source predicts that Apple could rise to $445 by 2032. </p><p>AAPL stock constitutes the largest holding in Warren Buffett’s portfolio, accounting for more than 40% of the value of his stocks. It appears that Apple will remain among the most important companies in the world for the next decade. Consumer demand isn’t waning despite the economy’s slowdown, and Apple reported record revenues when its earnings were released in late July. It’s an easy, smart choice. </p><h2><b>American Express (AXP)</b></h2><p><img src=\"https://static.tigerbbs.com/0dca58551f022a03f21829f8d1565231\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shutterstock</p><p><b>American Express</b> (NYSE:<b><u>AXP</u></b>) stock is in a unique position. Like all companies, American Express may have to cope with a recession. Almost every company’s financial results are negatively impacted by recessions. American Express could fare better than most companies during an economic downturn, though. </p><p>That’s because it caters to relatively high-income earners who are less likely to lose their jobs during a recession. The company provides credit cards that come with high annual fees. The fact that its members can afford those annual fees, as high as $695, suggests that their spending will be more resilient during recessions. So AXP stock is likely to perform better in the short term than other firms. </p><p>The long-term outlook of AXP stock is strong as well. Analysts, on average, expect the company’s revenue to exceed $52 billion in 2022 and rise to $58 billion in 2023. </p><h2><b>Kroger (KR)</b></h2><p><img src=\"https://static.tigerbbs.com/61269ac0eaf9160ce24ccbe267f03fb7\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Jonathan Weiss / Shutterstock.com</p><p>Last month, those who are bullish on <b>Kroger</b> (NYSE:<b><u>KR</u></b>) stock contended that shoppers were increasingly purchasing food from the grocery chain. Rather than pay for expensive meals at restaurants, they noted, people were instead shopping at Kroger in order to reduce the amount of money they spend on food. </p><p>And indeed, that trend was reflected in the firm’s Q2 earnings as its sales jumped 9.15% YOY in Q2 to $34.6 billion. Strong cooking-at-home trends look poised to continue throughout the remainder of 2022 as September’s inflation data tell a grim story. </p><p>Kroger increased its full-year guidance when it released its Q2 earnings in early September. When the company reports its Q3 results later this year, it’s possible that its guidance could increase again. In any case, the short-term outlook of Kroger’s business is positive. </p><p>Kroger’s long-term outlook could be especially positive as KR is planning to buy its smaller rival, <b>Alberstons</b> (NYSE:<b><u>ACI</u></b>). The $24.6 billion purchase would create a grocery giant. As a result, if the deal is approved, the newly created company could rival <b>Walmart</b> (NYSE:<b><u>WMT</u></b>) as the largest seller of groceries in the U.S. </p><h2><b>McKesson Corp. (MCK)</b></h2><p><img src=\"https://static.tigerbbs.com/2ff901c3c723e4151ae6a2eab98fdf96\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Hernan E. Schmidt / Shutterstock.com</p><p>Warren Buffett chose another long-term winner in <b>McKesson</b> (NYSE:<b><u>MCK</u></b>) stock. Like the other equities on this list, its returns over the last decade have been impressive. Its annualized returns averaged 15.6% over the last decade. Capital invested in MCK stock ten years ago would have more than quadrupled in value. </p><p>McKesson is a pharmaceutical supply chain management firm. Specifically, the company optimizes the delivery of pharmaceuticals and other healthcare products. The demand for these offerings does not vary much based on economic growth. </p><p>McKesson has built a large network that continues to perform well. In its most recent reported quarter, its revenues increased 7% YOY to $67.15 billion. McKesson was hit by higher costs and its earnings, excluding some items, slipped 3% YOY. However, it meaningfully increased its full-year EPS guidance due to the government’s spending on coronavirus-related items.</p><p>Perhaps most importantly for long-term dividend investors, McKesson increased its dividend by 15% from 47 cents to 54 cents per share. </p><h2><b>DaVita (DVA)</b></h2><p><img src=\"https://static.tigerbbs.com/7b827c9bb87cb91749e0c2d5cdb2157c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: APN Photography / Shutterstock.com</p><p><b>DaVita </b>(NYSE:<b><u>DVA</u></b>) stock hasn’t performed as well as many of the other stocks on this list over the past ten years. Overall, it performed 5% better than the New York Stock Exchange where it is listed. Capital invested in DaVita would have appreciated in value a relatively modest 59% over that period. </p><p>But the reason to invest in DaVita for the next ten years relates to America’s obesity epidemic. More than 42% of Americans are now obese, the highest rate ever. That means the rates of heart disease, high blood pressure, and diabetes will continue to increase. </p><p>DaVita provides kidney care and dialysis treatments to patients with chronic kidney disease. Chronic kidney disease is caused by several factors. However, high blood pressure, heart disease, and diabetes are the primary drivers of the disease. </p><p>Chronic kidney disease is expected to increase over the next decade as America’s obesity epidemic worsens. So the demand for DaVita’s treatments is likely to increase as more and more Americans are diagnosed with the disease. </p><h2><b>Chevron (CVX)</b></h2><p><img src=\"https://static.tigerbbs.com/bf59751ccabdc1aa70ee325c7801d711\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: zhengzaishuru / Shutterstock.com</p><p><b>Chevron </b>(NYSE:<b><u>CVX</u></b>) has become somewhat maligned as the U.S. quickly moves away from fossil fuels and toward alternative-energy sources. However, the importance of fossil fuels remains evident. Recently, Americans have again come to understand how our dependence on foreign oil can negatively affect our lives, as average gasoline prices jumped above $5 in June.</p><p>It isn’t the short-term effects of the Russian invasion of Ukraine alone that make CVX stock a buy. More importantly, the U.S. and the world cannot ween themselves off of fossil fuels overnight, and the transition will be much more gradual. As a result, energy companies like Chevron will remain important to the economy, and their stocks will remain good investments for the next decade. </p><p>Here’s something to think about: Energy stocks suffered what was termed a lost decade in the 2010s. That said, CVX stock outperformed the market during that period. </p><p> It also provides a strong dividend which yields 3.55%. Investors should hold onto CVX stock, reinvest its dividends, and recognize that CVX will remain relevant for a long time. </p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Warren Buffett Stocks to Buy and Hold for the Next Decade</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\">\n7 Warren Buffett Stocks to Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 13:38 GMT+8 <a href=https://investorplace.com/2022/10/7-warren-buffett-stocks-to-buy-and-hold-for-the-next-decade/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are seven Warren Buffett stocks to buy and hold over the long term. Coca-Cola: Coke’s business is back above its 2019 levels which indicate that it's likely to grow for the next decade. Apple: ...</p>\n\n<a href=\"https://investorplace.com/2022/10/7-warren-buffett-stocks-to-buy-and-hold-for-the-next-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","AXP":"美国运通","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4196":"保健护理服务","BK4575":"芯片概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","AAPL":"苹果","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","LU0300736492.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","KR":"克罗格","BK4579":"人工智能","BK4550":"红杉资本持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0300736062.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","BRK.B":"伯克希尔B","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","DVA":"达维塔保健","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4170":"电脑硬件、储存设备及电脑周边","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4175":"保健护理产品经销商","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999002232.USD":"Allianz Global High Payout USD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4507":"流媒体概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","MCK":"麦克森药物批发"},"source_url":"https://investorplace.com/2022/10/7-warren-buffett-stocks-to-buy-and-hold-for-the-next-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276907401","content_text":"Here are seven Warren Buffett stocks to buy and hold over the long term. Coca-Cola: Coke’s business is back above its 2019 levels which indicate that it's likely to grow for the next decade. Apple: Most signs indicate that Apple will perform impressively during the coming decade.American Express: American Express caters to a more affluent customer base giving it short-term and long-term value. Kroger: An upcoming potential merger is one of many reasons to consider Kroger for the long term. McKesson Corp.: McKesson is a relatively unknown firm providing supply chain solutions for pharmaceuticals, and it recently upped its dividend by 15%. DaVita: DaVita provides treatments for kidney disease, and the demand for the disease is expected to increase as U.S. obesity reaches new highs. Chevron: CVX remains worthwhile as the use of green energy rapidly rises. Warren Buffet’s philosophy relies on identifying stocks to buy and hold. He believes that the best names to buy and hold are those of undervalued companies that have high chances of being successful over the long term. That investment strategy is embodied by Buffett’s Berkshire Hathaway (NYSE:BRK.B) which invests in those types of equities and other varieties of stocks as well. Over the previous decade, BRK.B has provided annualized returns of 11.39%. However, investors who want to find other individual Warren Buffett stocks to buy and hold would do well to consider these seven names. KOCoca-Cola$55.69AAPLApple$142.41AXPAmerican Express$141.54KRKroger$42.11MCKMcKesson$354.50DVADaVita$89.88CVXChevron$161.31Coca-Cola (KO)Source: Fotazdymak / Shutterstock.comMany investors are aware of the connection between Coca-Cola (NYSE:KO) stock and Warren Buffett. Buffett famously showed Coca-Cola products on TV during his press interviews and reportedly continues to drink five cans of Coke daily. Buffett clearly enjoys the company’s products. More importantly, for investors, he loves the company’s shares. Berkshire Hathaway owns 400 million of Coca-Cola’s 4.32 billion outstanding shares. Consequently, his views on Coca-Cola’s prospects move its share prices significantly. So any purchase or sale of KO stock by Berkshire Hathaway is consequential. Berkshire did not buy or sell KO stock in Q2. But the company’s decision to hold onto all of its KO stock shows that it remains confident in the name. Coca-Cola’s long-term outlook remains very solid, and the mature firm is clearly capable of continuing to drive top-line growth and provide investors with returns. Its revenues increased from $37.3 billion in 2019 to $38.7 billion in 2021. During the same period, its earnings per share went from $2.11 to $2.32. All of this indicates that Coca-Cola will grow steadily over the next decade. The company will continue to return money to investors via its dividend which has not been reduced since 1963. Apple (AAPL)Source: sylv1rob1 / Shutterstock.comApple (NASDAQ:AAPL) has been one of the most successful stocks over the past decade. During that period, the annualized return of AAPL stock averaged 21.17%. Those returns outpaced those of the tech-heavy Nasdaq by 81%. Capital invested in Apple’s shares multiplied in value by nearly seven times in that span of time. If past is prologue, buying and holding Apple’s shares for the next decade is a smart idea. The outlook of AAPL stock remains bright moving forward. Quantitative tightening has drastically impacted tech stocks in 2022. But one firm believes that Apple’s shares can more than double in price in the next five years, reaching nearly $360. The same source predicts that Apple could rise to $445 by 2032. AAPL stock constitutes the largest holding in Warren Buffett’s portfolio, accounting for more than 40% of the value of his stocks. It appears that Apple will remain among the most important companies in the world for the next decade. Consumer demand isn’t waning despite the economy’s slowdown, and Apple reported record revenues when its earnings were released in late July. It’s an easy, smart choice. American Express (AXP)Source: ShutterstockAmerican Express (NYSE:AXP) stock is in a unique position. Like all companies, American Express may have to cope with a recession. Almost every company’s financial results are negatively impacted by recessions. American Express could fare better than most companies during an economic downturn, though. That’s because it caters to relatively high-income earners who are less likely to lose their jobs during a recession. The company provides credit cards that come with high annual fees. The fact that its members can afford those annual fees, as high as $695, suggests that their spending will be more resilient during recessions. So AXP stock is likely to perform better in the short term than other firms. The long-term outlook of AXP stock is strong as well. Analysts, on average, expect the company’s revenue to exceed $52 billion in 2022 and rise to $58 billion in 2023. Kroger (KR)Source: Jonathan Weiss / Shutterstock.comLast month, those who are bullish on Kroger (NYSE:KR) stock contended that shoppers were increasingly purchasing food from the grocery chain. Rather than pay for expensive meals at restaurants, they noted, people were instead shopping at Kroger in order to reduce the amount of money they spend on food. And indeed, that trend was reflected in the firm’s Q2 earnings as its sales jumped 9.15% YOY in Q2 to $34.6 billion. Strong cooking-at-home trends look poised to continue throughout the remainder of 2022 as September’s inflation data tell a grim story. Kroger increased its full-year guidance when it released its Q2 earnings in early September. When the company reports its Q3 results later this year, it’s possible that its guidance could increase again. In any case, the short-term outlook of Kroger’s business is positive. Kroger’s long-term outlook could be especially positive as KR is planning to buy its smaller rival, Alberstons (NYSE:ACI). The $24.6 billion purchase would create a grocery giant. As a result, if the deal is approved, the newly created company could rival Walmart (NYSE:WMT) as the largest seller of groceries in the U.S. McKesson Corp. (MCK)Source: Hernan E. Schmidt / Shutterstock.comWarren Buffett chose another long-term winner in McKesson (NYSE:MCK) stock. Like the other equities on this list, its returns over the last decade have been impressive. Its annualized returns averaged 15.6% over the last decade. Capital invested in MCK stock ten years ago would have more than quadrupled in value. McKesson is a pharmaceutical supply chain management firm. Specifically, the company optimizes the delivery of pharmaceuticals and other healthcare products. The demand for these offerings does not vary much based on economic growth. McKesson has built a large network that continues to perform well. In its most recent reported quarter, its revenues increased 7% YOY to $67.15 billion. McKesson was hit by higher costs and its earnings, excluding some items, slipped 3% YOY. However, it meaningfully increased its full-year EPS guidance due to the government’s spending on coronavirus-related items.Perhaps most importantly for long-term dividend investors, McKesson increased its dividend by 15% from 47 cents to 54 cents per share. DaVita (DVA)Source: APN Photography / Shutterstock.comDaVita (NYSE:DVA) stock hasn’t performed as well as many of the other stocks on this list over the past ten years. Overall, it performed 5% better than the New York Stock Exchange where it is listed. Capital invested in DaVita would have appreciated in value a relatively modest 59% over that period. But the reason to invest in DaVita for the next ten years relates to America’s obesity epidemic. More than 42% of Americans are now obese, the highest rate ever. That means the rates of heart disease, high blood pressure, and diabetes will continue to increase. DaVita provides kidney care and dialysis treatments to patients with chronic kidney disease. Chronic kidney disease is caused by several factors. However, high blood pressure, heart disease, and diabetes are the primary drivers of the disease. Chronic kidney disease is expected to increase over the next decade as America’s obesity epidemic worsens. So the demand for DaVita’s treatments is likely to increase as more and more Americans are diagnosed with the disease. Chevron (CVX)Source: zhengzaishuru / Shutterstock.comChevron (NYSE:CVX) has become somewhat maligned as the U.S. quickly moves away from fossil fuels and toward alternative-energy sources. However, the importance of fossil fuels remains evident. Recently, Americans have again come to understand how our dependence on foreign oil can negatively affect our lives, as average gasoline prices jumped above $5 in June.It isn’t the short-term effects of the Russian invasion of Ukraine alone that make CVX stock a buy. More importantly, the U.S. and the world cannot ween themselves off of fossil fuels overnight, and the transition will be much more gradual. As a result, energy companies like Chevron will remain important to the economy, and their stocks will remain good investments for the next decade. Here’s something to think about: Energy stocks suffered what was termed a lost decade in the 2010s. That said, CVX stock outperformed the market during that period. It also provides a strong dividend which yields 3.55%. 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Painful 25% loss on this counter [tears]","text":"Already cut my losses. Painful 25% loss on this counter [tears]","html":"Already cut my losses. 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