joshuanoob personal page - To The Moon

joshuanoob

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2023-04-11

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@Elliottwave_Forecast:DXY (US Dollar) Elliott Wave Sequence Favors Lower April 11, 2023 By EWFRaj DXY (US Dollar) Showing 5 swings impulse Elliott wave sequence lower from the 3/08/2023 high, which ended at $101.415 low on 4/05/2023. Above there, it favors a corrective bounce in 3, 7 or 11 swings before downside resumes. DXY proposed ended (B) at $105.883 high on 3/08/2023. Below there, it placed ((i)) at $103.484 low & ((ii)) at $105.103 high. ((ii)) was 0.618 Fibonacci retracement of first leg. It placed ((iii)) at $101.915 low on 3/23/2023. It bounced off in ((iv)), which ended at $103.357 high on 3/24/2023. Finally, it ended ((v)) as diagonal sequence at $101.415 low on 4/05/2023 to finish wave 1. Above there, it favors a corrective bounce in wave 2, which should fail below (B) high to resume lower as t

2023-04-11

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@Kavitastocks: Finnifty Analysis Expiry Day #analysis #sharemarket #shorts

2023-03-27

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@Ling may:That dynamic and innovative business environment helps organisers add edge to their Singapore events by using smart technology. At Singapore FinTech Festival, in addition to contactless check-in, a dedicated app service and networking software, attendees were able to use blockchain technology to mint their own personalised token showing proof of attendance.

2023-03-24

$NVIDIA Corp(NVDA)$ BearishBearishBearishBearishtoo expensive

2023-02-26

Hi Alibaba hsbsbbdhejcjc

2023-01-24

$MongoDB Inc.(MDB)$

2023-01-22

$Dow30 Bear 3X ETF(SDOW)$

2023-01-22

$AMD 20230127 65.0 PUT$ $AMD 20230127 65.0 PUT$

2023-01-20

$Micron Technology(MU)$

2023-01-20

$Dow30 Bear 3X ETF(SDOW)$

2023-01-20

$AMD 20230127 65.0 PUT$ $AMD 20230127 65.0 PUT$

2023-01-19

$Dow30 Bear 3X ETF(SDOW)$

2023-01-19

$Dow30 Bear 3X ETF(SDOW)$

2023-01-18

$AMD 20230127 65.0 PUT$ $AMD 20230127 65.0 PUT$

2023-01-06

$Tesla Motors(TSLA)$ BullishBullishBullish2024

2022-12-19

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@Sing2_Me:$Apple(AAPL)$ Apple received a revenue of $9.7 billion for its products, beating analysts revenue expectations of $9.2 billion. Services revenue was $19.2 billion falling short of the expected services revenue of $20.0 billion. Net income was $20.7 billion($1.29 a share) compared with $20.6 billion a year ago.

2022-12-16

$Advanced Micro Devices(AMD)$ BullishBullishup

2022-12-10

$Palantir Technologies Inc.(PLTR)$ BullishBullishup

2022-12-09

$Palantir Technologies Inc.(PLTR)$

2022-12-07

$Manchester United PLC(MANU)$ sell fast before earning report released.😅😅

Go to Tiger App to see more news

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Above there, it favors a corrective bounce in wave 2, which should fail below (B) high to resume lower as t","images":[{"img":"https://community-static.tradeup.com/news/8ad6eb8122b349fa2775030369b707fd","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942635229","isVote":1,"tweetType":2,"object":{"id":"e7c445df80084684bd94f4e004b43d89","tweetId":"9942635229","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/987b413a243791581197364843/FtLKKWDWpT8A.mp4","poster":"https://community-static.tradeup.com/news/8ad6eb8122b349fa2775030369b707fd"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942613753,"gmtCreate":1681208459973,"gmtModify":1681208463528,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"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/9942613753","repostId":"9942610423","repostType":1,"repost":{"id":9942610423,"gmtCreate":1681207832763,"gmtModify":1681207976347,"author":{"id":"10000000000010750","authorId":"10000000000010750","name":"Kavitastocks","avatar":"https://community-static.tradeup.com/news/f3aa048df07bed99af68a21ec1decc0c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010750","authorIdStr":"10000000000010750"},"themes":[],"htmlText":"\n \n \n  Finnifty Analysis Expiry Day #analysis #sharemarket #shorts\n \n","listText":"Finnifty Analysis Expiry Day #analysis #sharemarket #shorts","text":"Finnifty Analysis Expiry Day #analysis #sharemarket #shorts","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942610423","isVote":1,"tweetType":2,"object":{"id":"8d19ba9f3f9542b4be83228594defc26","tweetId":"9942610423","title":"Finnifty Analysis Expiry Day #analysis #sharemarket #shorts","videoUrl":"http://v.tigerbbs.com/1681207827291ac40b4fcd63dd1ba181c44cc5900c35b.mp4","poster":"https://static.tigerbbs.com/ef14e2b5833f20b9f25fecc3c74b1766","shareLink":"http://v.tigerbbs.com/1681207827291ac40b4fcd63dd1ba181c44cc5900c35b.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941967593,"gmtCreate":1679924527612,"gmtModify":1679924531340,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"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/9941967593","repostId":"9941962127","repostType":1,"repost":{"id":9941962127,"gmtCreate":1679923456369,"gmtModify":1679923460847,"author":{"id":"4143024924449092","authorId":"4143024924449092","name":"Ling may","avatar":"https://community-static.tradeup.com/news/57807703b0b4bbcb2178cbdc5da382be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143024924449092","authorIdStr":"4143024924449092"},"themes":[],"htmlText":"That dynamic and innovative business environment helps organisers add edge to their Singapore events by using smart technology. 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At Singapore FinTech Festival, in addition to contactless check-in, a dedicated app service and networking software, attendees were able to use blockchain technology to mint their own personalised token showing proof of attendance.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941962127","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943572766,"gmtCreate":1679587860456,"gmtModify":1679587863680,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>BearishBearishBearishBearishtoo expensive&nbsp;","listText":"<a 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hsbsbbdhejcjc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957275561","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952174099,"gmtCreate":1674572433612,"gmtModify":1676538947188,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MDB\">$MongoDB Inc.(MDB)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/MDB\">$MongoDB Inc.(MDB)$ &nbsp;</a>","text":"$MongoDB Inc.(MDB)$","images":[{"img":"https://community-static.tradeup.com/news/21c45a2b67956866b3fc21597d5255d5","width":"1080","height":"2712"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952174099","isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952952405,"gmtCreate":1674383621708,"gmtModify":1676538938923,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SDOW\">$Dow30 Bear 3X ETF(SDOW)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SDOW\">$Dow30 Bear 3X ETF(SDOW)$ &nbsp;</a>","text":"$Dow30 Bear 3X ETF(SDOW)$","images":[{"img":"https://community-static.tradeup.com/news/517ccd626f21b3c6e21fb858fd637082","width":"1080","height":"2811"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952952405","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952952506,"gmtCreate":1674383606606,"gmtModify":1676538938923,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$ </a><a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$&nbsp;</a> &nbsp;","listText":"<a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$ </a><a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$&nbsp;</a> &nbsp;","text":"$AMD 20230127 65.0 PUT$ $AMD 20230127 65.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/fbabeb49dd645eb92e5dcaf3d72c3961","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952952506","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956759304,"gmtCreate":1674222242008,"gmtModify":1676538931439,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$ &nbsp;</a>","text":"$Micron Technology(MU)$","images":[{"img":"https://community-static.tradeup.com/news/d736f76e95cf29849b32dcce428b8d64","width":"1080","height":"2820"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956759304","isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956759952,"gmtCreate":1674222215477,"gmtModify":1676538931435,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SDOW\">$Dow30 Bear 3X ETF(SDOW)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SDOW\">$Dow30 Bear 3X ETF(SDOW)$ &nbsp;</a>","text":"$Dow30 Bear 3X ETF(SDOW)$","images":[{"img":"https://community-static.tradeup.com/news/80e16ce8b1b6c6c7ab99a57bf635352d","width":"1080","height":"2820"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956759952","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956759038,"gmtCreate":1674222193425,"gmtModify":1676538931433,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$ </a><a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$&nbsp;</a> &nbsp;","listText":"<a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$ </a><a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$&nbsp;</a> &nbsp;","text":"$AMD 20230127 65.0 PUT$ $AMD 20230127 65.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/181c6a7ae0a745d4cc5766700e73c59a","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956759038","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956461526,"gmtCreate":1674140006765,"gmtModify":1676538926245,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SDOW\">$Dow30 Bear 3X ETF(SDOW)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SDOW\">$Dow30 Bear 3X ETF(SDOW)$ &nbsp;</a>","text":"$Dow30 Bear 3X ETF(SDOW)$","images":[{"img":"https://community-static.tradeup.com/news/f15653cd149821379dad6555fe54af85","width":"1080","height":"3162"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956461526","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956461257,"gmtCreate":1674139984080,"gmtModify":1676538926245,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SDOW\">$Dow30 Bear 3X ETF(SDOW)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SDOW\">$Dow30 Bear 3X ETF(SDOW)$ &nbsp;</a>","text":"$Dow30 Bear 3X ETF(SDOW)$","images":[{"img":"https://community-static.tradeup.com/news/c10a96422eb1279879831c9b4202377e","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956461257","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956534584,"gmtCreate":1674051947449,"gmtModify":1676538920514,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$ </a><a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$&nbsp;</a> &nbsp;","listText":"<a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$ </a><a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$&nbsp;</a> &nbsp;","text":"$AMD 20230127 65.0 PUT$ $AMD 20230127 65.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/09ff8116ac0f96a637c088be2811edb3","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956534584","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9959221880,"gmtCreate":1673005073440,"gmtModify":1676538768707,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullish2024","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullish2024","text":"$Tesla Motors(TSLA)$ BullishBullishBullish2024","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959221880","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928455779,"gmtCreate":1671386664591,"gmtModify":1676538528073,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"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/9928455779","repostId":"9928456604","repostType":1,"repost":{"id":9928456604,"gmtCreate":1671385963108,"gmtModify":1676538528009,"author":{"id":"4109414695385450","authorId":"4109414695385450","name":"Sing2_Me","avatar":"https://community-static.tradeup.com/news/c1d65579ac22fd5096e158aeba1e35d1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109414695385450","authorIdStr":"4109414695385450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v> Apple received a revenue of $9.7 billion for its products, beating analysts revenue expectations of $9.2 billion. Services revenue was $19.2 billion falling short of the expected services revenue of $20.0 billion. Net income was $20.7 billion($1.29 a share) compared with $20.6 billion a year ago.","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v> Apple received a revenue of $9.7 billion for its products, beating analysts revenue expectations of $9.2 billion. Services revenue was $19.2 billion falling short of the expected services revenue of $20.0 billion. Net income was $20.7 billion($1.29 a share) compared with $20.6 billion a year ago.","text":"$Apple(AAPL)$ Apple received a revenue of $9.7 billion for its products, beating analysts revenue expectations of $9.2 billion. Services revenue was $19.2 billion falling short of the expected services revenue of $20.0 billion. Net income was $20.7 billion($1.29 a share) compared with $20.6 billion a year ago.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928456604","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928358618,"gmtCreate":1671201853935,"gmtModify":1676538508154,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishup","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishup","text":"$Advanced Micro Devices(AMD)$ BullishBullishup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9928358618","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929256942,"gmtCreate":1670685474386,"gmtModify":1676538417064,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishup","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishup","text":"$Palantir Technologies Inc.(PLTR)$ BullishBullishup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929256942","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920514474,"gmtCreate":1670516264598,"gmtModify":1676538384704,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</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/9920514474","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967582077,"gmtCreate":1670350729899,"gmtModify":1676538349955,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MANU\">$Manchester United PLC(MANU)$ &nbsp;</a>sell fast before earning report released.😅😅","listText":"<a href=\"https://ttm.financial/S/MANU\">$Manchester United PLC(MANU)$ &nbsp;</a>sell fast before earning report released.😅😅","text":"$Manchester United PLC(MANU)$ sell fast before earning report released.😅😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967582077","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9048756680,"gmtCreate":1656277464140,"gmtModify":1676535794644,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FSLY\">$Fastly, Inc.(FSLY)$</a>😎😎Disclaimber:&nbsp;Expecting Huge Drop Within 3Weeks Time, for new traders probably consider take profit left&nbsp;","listText":"<a href=\"https://ttm.financial/S/FSLY\">$Fastly, Inc.(FSLY)$</a>😎😎Disclaimber:&nbsp;Expecting Huge Drop Within 3Weeks Time, for new traders probably consider take profit left&nbsp;","text":"$Fastly, Inc.(FSLY)$😎😎Disclaimber: Expecting Huge Drop Within 3Weeks Time, for new traders probably consider take profit left","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048756680","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998069115,"gmtCreate":1660899342339,"gmtModify":1676536420750,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998069115","repostId":"2260315628","repostType":4,"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919009387,"gmtCreate":1663700569949,"gmtModify":1676537317405,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9919009387","repostId":"2268391042","repostType":4,"repost":{"id":"2268391042","kind":"news","pubTimestamp":1663663883,"share":"https://ttm.financial/m/news/2268391042?lang=&edition=fundamental","pubTime":"2022-09-20 16:51","market":"us","language":"en","title":"VOO: Fresh Lows Could Be Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2268391042","media":"Seeking Alpha","summary":"SummaryVanguard S&P 500 ETF is not offering a buying opportunity after the latest selloff.The downtr","content":"<html><head></head><body><h2>Summary</h2><ul><li>Vanguard S&amp;P 500 ETF is not offering a buying opportunity after the latest selloff.</li><li>The downtrend is likely to accelerate in the coming months due to the looming recession and tightening monetary policies.</li><li>Investor sentiment and valuations would be impacted by a large percentage of downside earnings revisions.</li><li>The historical data also suggests that going long ahead of a recession is not a prudent strategy.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5056e902bdaef835ab02d4d345d0153e\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>ronniechua</span></p><p>The S&amp;P 500 is on the edge of a bear market once again as the recovery from mid-June to mid-August proved to be no more than a bear market rally, in my opinion. In the last thirty days, the indexplunged around 9% and is currently only a few percentage points higher than its mid-June lows. I believe the broader market index, as well as related ETFs such as the Vanguard S&amp;P 500 ETF (NYSEARCA:VOO), are likely to hit new lows in the coming months, and the bear trend might last longer than the recent routes. What’s more concerning is that global GDP growth and corporate earnings are projected to fall further in the next year. In addition, historical trends suggest that the market has a lot more room to fall. Therefore, buying the latest dip doesn’t look like a prudent strategy to me.</p><h2>Demand Destruction Pushing Economies into Recession</h2><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc3c3e1aa15446ec437054d90c22084f\" tg-width=\"1236\" tg-height=\"689\" width=\"100%\" height=\"auto\"/><span>True_insights (Bloomberg)</span></p></h2><p>Economic and monetary policy directly affect stock market performance. Historically, the US stock market has faced challenges when economic numbers drop, but bull markets usually occur when monetary conditions are easy and economic growth is stable. There have been 10 official U.S. recessions since 1957 and the stock market has lost 29% on average after each recession. In economics, high prices or limited supply guides demand destruction. A number of factors are contributing to demand destruction at the moment, including high inflation, tightening monetary policies, the Russian war, and the Chinese economic slowdown.</p><p>Rating agencies and the World Bank are cutting their GDP growth forecasts for 2022 and 2023 due to the negative impact of demand destruction on business activities. Fitch, for instance, slashed its 2022 global growth forecast for the third time in nine months to 2.4%, down by 0.5% from its June forecast. For 2023, it expects the global GDP to grow by only 1.7%. It also projects the eurozone and UK will enter recession in the December quarter of 2022, and that the recession will last longer. Fitch also predicts a mild recession in the United States in mid-2023.</p><h2>Earnings Revisions</h2><p>As it appears that economies will fall into recession from the December quarter, analysts and companies are cutting earnings expectations faster. For example, FedEx (FDX), one of the world&#39;s largest air freight and logistics companies, missed earnings expectations for the first quarter by a greater margin. Additionally, the company expects the situation to worsen in the next quarter.</p><blockquote>Global volumes declined as macroeconomic trends significantly worsened later in the quarter, both internationally and in the U.S. We are swiftly addressing these headwinds, but given the speed at which conditions shifted, Q1 results are below our expectations, CEO Raj Subramaniam said.</blockquote><p>It&#39;s evident from FedEx&#39;s earnings miss that the market environment is worse than many had predicted. In the quarters ahead, industrial, materials, and real estate sectors could face massive earnings reductions as a slower economic activity directly impacts their revenue generation capacities. This trend is also reflected in Seeking Alpha&#39;s poor quant grades for a large number of key industrial stocks. In contrast, mega-cap tech stocks including Apple (AAPL), Microsoft (MSFT), Alphabet (GOOG) (GOOGL), Amazon (AMZN), Tesla (TSLA), Meta Platforms (META), and Nvidia (NVDA) have seen an average earningsestimatedrop of 21.4% over the last 90 days, while projections for 2023 have declined 11.3%. In the case of VOO, the majority of its top 10 stock holdings, including Apple, Microsoft, Alphabet, and Amazon have seen a large number of downside earnings revisions for 2022 and 2023.</p><h2>Valuations</h2><p>The S&amp;P 500’s forward price-to-earnings ratio eased to around 16.9 at present, down from 1.84% in the previous quarter and 8.76% in the year-ago period. When stocks hit their 2022 low in mid-June, the forward PE was around 16.</p><p>S&amp;P 500&#39;s forward PE ratio could fall below its June lows if the bear trend intensifies in the coming months. Historically, PE ratios have fallen between 13 and 14 during recessions since 1990, with the exception of 2008 when the PE fell below 10. Further, a significant amount of earnings revisions in the coming quarters would put additional pressure on valuations. Any rally in stocks without earnings growth would make them expensive, and it appears that investors might not be willing to pay premiums ahead of a recession and tough monetary conditions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e6a297993692762ac59f1dc1b1ea631\" tg-width=\"602\" tg-height=\"362\" width=\"100%\" height=\"auto\"/><span>yardeni.com (8 tech mega-caps forward PE)</span></p><p>There is also a big difference between the forward earnings ratio of the S&amp;P 500 and that of mega-cap tech stocks. Tech giants like Apple, Microsoft, Alphabet, Amazon, Tesla, Meta Platforms, Netflix (NFLX), and Nvidia account for almost a quarter of the overall weight of the S&amp;P 500 index and almost half of the S&amp;P 500 growth index. These mega-cap tech stocks have on average a forward 12-month price-to-earnings ratio of around 25. These stocks received either a D or F Seeking Alpha quant grade on valuations. S&amp;P 500 might face steep losses in the days ahead if sentiments turn against paying a premium for big tech stocks due to recession and earnings revisions.</p><h2>Capitulation Phase</h2><p>After hot CPI data and increasing prospects for recession, it appears that investors are selling stakes in fear of more losses, a situation known as a capitulation phase. In general, capitulation occurs during bear markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7939879a7b810f27e55c49b90c33d95b\" tg-width=\"592\" tg-height=\"402\" width=\"100%\" height=\"auto\"/><span>Coatue Management (Investor Presentation)</span></p><p>Coatue Management&#39;s investor presentation also hinted that the markets are in a capitulation phase where the entire stock market will fall before reaching its bottom. Philippe Laffont&#39;s investment firm held 80 percent of its portfolio in cash as of June 2022 following a large number of sales in the first half. Like the dot-com bear market, the firm says non-profitable tech stocks fell in the first phase of 2021. In the second phase, both non-profitable and profitable tech stocks plunged in the first half of 2022. In the third phase, which is called the capitulation phase, the firm predicts the entire public sector is likely to face a downtrend and this phase is likely to last longer than the first two.</p><h2>Conclusion</h2><p>It is not the right time to buy ETFs such as VOO that track the performance of the S&amp;P 500 index in my opinion. As several indicators are sending bear market warnings, the ETF is likely to suffer more losses in the months ahead. FedEx&#39;s poor results and lower outlook have raised concerns over significant earnings revisions for the full year and 2023. Sentiment would also be impacted by the worsening economic situation, as major economic regions are likely to enter recession in the fourth quarter. Furthermore, lofty valuations and historical trends indicate downside movement.</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>VOO: Fresh Lows Could Be Ahead</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\">\nVOO: Fresh Lows Could Be Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541903-voo-fresh-lows-could-be-ahead><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryVanguard S&P 500 ETF is not offering a buying opportunity after the latest selloff.The downtrend is likely to accelerate in the coming months due to the looming recession and tightening ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541903-voo-fresh-lows-could-be-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOO":"Vanguard标普500ETF"},"source_url":"https://seekingalpha.com/article/4541903-voo-fresh-lows-could-be-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268391042","content_text":"SummaryVanguard S&P 500 ETF is not offering a buying opportunity after the latest selloff.The downtrend is likely to accelerate in the coming months due to the looming recession and tightening monetary policies.Investor sentiment and valuations would be impacted by a large percentage of downside earnings revisions.The historical data also suggests that going long ahead of a recession is not a prudent strategy.ronniechuaThe S&P 500 is on the edge of a bear market once again as the recovery from mid-June to mid-August proved to be no more than a bear market rally, in my opinion. In the last thirty days, the indexplunged around 9% and is currently only a few percentage points higher than its mid-June lows. I believe the broader market index, as well as related ETFs such as the Vanguard S&P 500 ETF (NYSEARCA:VOO), are likely to hit new lows in the coming months, and the bear trend might last longer than the recent routes. What’s more concerning is that global GDP growth and corporate earnings are projected to fall further in the next year. In addition, historical trends suggest that the market has a lot more room to fall. Therefore, buying the latest dip doesn’t look like a prudent strategy to me.Demand Destruction Pushing Economies into RecessionTrue_insights (Bloomberg)Economic and monetary policy directly affect stock market performance. Historically, the US stock market has faced challenges when economic numbers drop, but bull markets usually occur when monetary conditions are easy and economic growth is stable. There have been 10 official U.S. recessions since 1957 and the stock market has lost 29% on average after each recession. In economics, high prices or limited supply guides demand destruction. A number of factors are contributing to demand destruction at the moment, including high inflation, tightening monetary policies, the Russian war, and the Chinese economic slowdown.Rating agencies and the World Bank are cutting their GDP growth forecasts for 2022 and 2023 due to the negative impact of demand destruction on business activities. Fitch, for instance, slashed its 2022 global growth forecast for the third time in nine months to 2.4%, down by 0.5% from its June forecast. For 2023, it expects the global GDP to grow by only 1.7%. It also projects the eurozone and UK will enter recession in the December quarter of 2022, and that the recession will last longer. Fitch also predicts a mild recession in the United States in mid-2023.Earnings RevisionsAs it appears that economies will fall into recession from the December quarter, analysts and companies are cutting earnings expectations faster. For example, FedEx (FDX), one of the world's largest air freight and logistics companies, missed earnings expectations for the first quarter by a greater margin. Additionally, the company expects the situation to worsen in the next quarter.Global volumes declined as macroeconomic trends significantly worsened later in the quarter, both internationally and in the U.S. We are swiftly addressing these headwinds, but given the speed at which conditions shifted, Q1 results are below our expectations, CEO Raj Subramaniam said.It's evident from FedEx's earnings miss that the market environment is worse than many had predicted. In the quarters ahead, industrial, materials, and real estate sectors could face massive earnings reductions as a slower economic activity directly impacts their revenue generation capacities. This trend is also reflected in Seeking Alpha's poor quant grades for a large number of key industrial stocks. In contrast, mega-cap tech stocks including Apple (AAPL), Microsoft (MSFT), Alphabet (GOOG) (GOOGL), Amazon (AMZN), Tesla (TSLA), Meta Platforms (META), and Nvidia (NVDA) have seen an average earningsestimatedrop of 21.4% over the last 90 days, while projections for 2023 have declined 11.3%. In the case of VOO, the majority of its top 10 stock holdings, including Apple, Microsoft, Alphabet, and Amazon have seen a large number of downside earnings revisions for 2022 and 2023.ValuationsThe S&P 500’s forward price-to-earnings ratio eased to around 16.9 at present, down from 1.84% in the previous quarter and 8.76% in the year-ago period. When stocks hit their 2022 low in mid-June, the forward PE was around 16.S&P 500's forward PE ratio could fall below its June lows if the bear trend intensifies in the coming months. Historically, PE ratios have fallen between 13 and 14 during recessions since 1990, with the exception of 2008 when the PE fell below 10. Further, a significant amount of earnings revisions in the coming quarters would put additional pressure on valuations. Any rally in stocks without earnings growth would make them expensive, and it appears that investors might not be willing to pay premiums ahead of a recession and tough monetary conditions.yardeni.com (8 tech mega-caps forward PE)There is also a big difference between the forward earnings ratio of the S&P 500 and that of mega-cap tech stocks. Tech giants like Apple, Microsoft, Alphabet, Amazon, Tesla, Meta Platforms, Netflix (NFLX), and Nvidia account for almost a quarter of the overall weight of the S&P 500 index and almost half of the S&P 500 growth index. These mega-cap tech stocks have on average a forward 12-month price-to-earnings ratio of around 25. These stocks received either a D or F Seeking Alpha quant grade on valuations. S&P 500 might face steep losses in the days ahead if sentiments turn against paying a premium for big tech stocks due to recession and earnings revisions.Capitulation PhaseAfter hot CPI data and increasing prospects for recession, it appears that investors are selling stakes in fear of more losses, a situation known as a capitulation phase. In general, capitulation occurs during bear markets.Coatue Management (Investor Presentation)Coatue Management's investor presentation also hinted that the markets are in a capitulation phase where the entire stock market will fall before reaching its bottom. Philippe Laffont's investment firm held 80 percent of its portfolio in cash as of June 2022 following a large number of sales in the first half. Like the dot-com bear market, the firm says non-profitable tech stocks fell in the first phase of 2021. In the second phase, both non-profitable and profitable tech stocks plunged in the first half of 2022. In the third phase, which is called the capitulation phase, the firm predicts the entire public sector is likely to face a downtrend and this phase is likely to last longer than the first two.ConclusionIt is not the right time to buy ETFs such as VOO that track the performance of the S&P 500 index in my opinion. As several indicators are sending bear market warnings, the ETF is likely to suffer more losses in the months ahead. FedEx's poor results and lower outlook have raised concerns over significant earnings revisions for the full year and 2023. Sentiment would also be impacted by the worsening economic situation, as major economic regions are likely to enter recession in the fourth quarter. Furthermore, lofty valuations and historical trends indicate downside movement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996606971,"gmtCreate":1661154542595,"gmtModify":1676536463315,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996606971","repostId":"1149567871","repostType":4,"repost":{"id":"1149567871","kind":"news","pubTimestamp":1661151120,"share":"https://ttm.financial/m/news/1149567871?lang=&edition=fundamental","pubTime":"2022-08-22 14:52","market":"us","language":"en","title":"The S&P 500 May Soon Be Handed A Harsh Dose Of Reality","url":"https://stock-news.laohu8.com/highlight/detail?id=1149567871","media":"Seeking Alpha","summary":"SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and c","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Stocks have been living in the land of make-believe for the past 4 weeks.</li><li>Futures, bond, and currency markets have a message that cannot be ignored.</li><li>There will be no dovish pivot, and the Fed is going to raise rates much higher and keep them there for some time.</li></ul><p>Last week saw the S&amp;P 500 (SP500,SPX) post its first weekly loss in about a month. The culmination of a VIX expiration, Fed minutes, and monthly options expiration helped break the equity market down on Friday and potentially ended the summer rally dead in its tracks.</p><p>Now maybe about when things get interesting, with Jackson Hole this week and a slew of Fed officials pushing back against the markets, concluding with Jay Powell himself on Friday, August 26.</p><p><b>Anchored In Reality</b></p><p>While equity markets have been in fantasyland focused on a make-believe dovish Fed pivot, the bond and currency markets have been anchored in reality. That reality shows there is no pivot, and those who bet on a pivot coming will be proven wrong.</p><p>The Fed Fund Futures show us that rates have moved sharply higher since the July FOMC meeting, with two more full rate hikes priced starting in May 2023 until the beginning of 2024. On top of that, the peak rate has shifted from January 2023 to April. The Fed Funds Futures are now pricing in more rate hikes and staying higher for longer.</p><p><img src=\"https://static.tigerbbs.com/279e0ddd9681ce78c8efdf65c92585c4\" tg-width=\"640\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Not only that, but the spread between the December 2022 and the December 2023 Fed Funds contracts has narrowed to just -11 bps, from more than -40 bps in July. That is a massive shift in just a short period, indicating that the market is pricing fewer rate cuts in 2023.</p><p><img src=\"https://static.tigerbbs.com/520f537a254ceca325f0f739ed24da86\" tg-width=\"640\" tg-height=\"245\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Even nominal yields appear to agree and have risen sharply since the weaker-than-expected CPI and PPI reports. Instead of rates falling, they have increased. Look at the yield curve, with the rates rising between 15 and 20 bps on the 5-Year Treasury out to the 30-year Treasury. Meanwhile, 2-year rates have remained unchanged. If the market viewed a dovish pivot or that inflation would suddenly come crashing down, then rates should be falling, not rising.</p><p><img src=\"https://static.tigerbbs.com/97f8a1c6b137e1fea5ea132a785895e6\" tg-width=\"640\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Even the dollar index has risen significantly. After initially plunging following the CPI report, the dollar index has broken out, surpassing a critical downtrend. It has increased by nearly 4% since August 11 and almost 1.5% from its July 27 lows. The dollar has been rising because it sees more hawkish monetary policy, and it had a massive move higher following the Fed minutes on August 17.</p><p><img src=\"https://static.tigerbbs.com/c963707b39f3349cfa0a3bf889ef05c3\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Unhinged</b></p><p>Meanwhile, since July 14, the S&amp;P 500 has risen by 13.6% through August 19 and by as much as 15.7% at its August 16 peak. That has pushed the S&amp;P 500 PE ratio on a trailing-twelve-month basis up to 20.6. That is more than 3 points higher than its historical average going back to the year 1954 of 17. The most jaw-dropping feature may be that in the 1970s and the early 1980s, the last time inflation was this high, the PE ratio was below 10. The big difference between now and then was that rates were much higher in the 1970s and 1980s.</p><p><img src=\"https://static.tigerbbs.com/e92b730aa1436fd685a6d1f890b5b335\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The high inflation rates of the 1970s and 1980s pushed the nominal 10-year rate to around 16% at its peak by 1981. Meanwhile, the spread or the difference between the 10-year rate and the y/y CPI rate was positive. Right now, that spread is profoundly negative at more than 6%. The only two other times in recent history that happened were in 1975 and 1980. It would suggest that if the inflation rate doesn&#39;t start coming down quickly, nominal yields will need to push much higher in the future.</p><p><img src=\"https://static.tigerbbs.com/8e02eafa0eb56ad0caef5937cc718999\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The big problem is that the S&amp;P 500 earnings over the past twelve months have been around $204, and at 17 times earnings, the value of the S&amp;P 500 would fall to approximately 3,480. But the higher rates have to rise, the lower the PE multiple would need to contract. For example, if the PE returned to the December 2018 low of around 16, the S&amp;P 500 would be worth around 3,200.</p><p><img src=\"https://static.tigerbbs.com/06a8c0ae388bca3ab540abd41f585412\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>In typically equity market fashion, it has become detached, while the reality is again reflected in the bond market, the currency market, and the Fed Funds Futures. Equities tend to be irrational when they either rise or fall, but this time they have become unhinged, and this recent summer rally may fade away even faster than it came to be.</p><p>The summer fade may be especially true if Powell can deliver a message that is clear and direct and not one that is two-sided. Add to that a slew of economic data set to be released between September 1 and 3, which may likely support rates going much higher, and staying there for some time.</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>The S&P 500 May Soon Be Handed A Harsh Dose Of Reality</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 May Soon Be Handed A Harsh Dose Of Reality\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 14:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and currency markets have a message that cannot be ignored.There will be no dovish pivot, and the Fed is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149567871","content_text":"SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and currency markets have a message that cannot be ignored.There will be no dovish pivot, and the Fed is going to raise rates much higher and keep them there for some time.Last week saw the S&P 500 (SP500,SPX) post its first weekly loss in about a month. The culmination of a VIX expiration, Fed minutes, and monthly options expiration helped break the equity market down on Friday and potentially ended the summer rally dead in its tracks.Now maybe about when things get interesting, with Jackson Hole this week and a slew of Fed officials pushing back against the markets, concluding with Jay Powell himself on Friday, August 26.Anchored In RealityWhile equity markets have been in fantasyland focused on a make-believe dovish Fed pivot, the bond and currency markets have been anchored in reality. That reality shows there is no pivot, and those who bet on a pivot coming will be proven wrong.The Fed Fund Futures show us that rates have moved sharply higher since the July FOMC meeting, with two more full rate hikes priced starting in May 2023 until the beginning of 2024. On top of that, the peak rate has shifted from January 2023 to April. The Fed Funds Futures are now pricing in more rate hikes and staying higher for longer.BloombergNot only that, but the spread between the December 2022 and the December 2023 Fed Funds contracts has narrowed to just -11 bps, from more than -40 bps in July. That is a massive shift in just a short period, indicating that the market is pricing fewer rate cuts in 2023.BloombergEven nominal yields appear to agree and have risen sharply since the weaker-than-expected CPI and PPI reports. Instead of rates falling, they have increased. Look at the yield curve, with the rates rising between 15 and 20 bps on the 5-Year Treasury out to the 30-year Treasury. Meanwhile, 2-year rates have remained unchanged. If the market viewed a dovish pivot or that inflation would suddenly come crashing down, then rates should be falling, not rising.BloombergEven the dollar index has risen significantly. After initially plunging following the CPI report, the dollar index has broken out, surpassing a critical downtrend. It has increased by nearly 4% since August 11 and almost 1.5% from its July 27 lows. The dollar has been rising because it sees more hawkish monetary policy, and it had a massive move higher following the Fed minutes on August 17.TradingViewUnhingedMeanwhile, since July 14, the S&P 500 has risen by 13.6% through August 19 and by as much as 15.7% at its August 16 peak. That has pushed the S&P 500 PE ratio on a trailing-twelve-month basis up to 20.6. That is more than 3 points higher than its historical average going back to the year 1954 of 17. The most jaw-dropping feature may be that in the 1970s and the early 1980s, the last time inflation was this high, the PE ratio was below 10. The big difference between now and then was that rates were much higher in the 1970s and 1980s.BloombergThe high inflation rates of the 1970s and 1980s pushed the nominal 10-year rate to around 16% at its peak by 1981. Meanwhile, the spread or the difference between the 10-year rate and the y/y CPI rate was positive. Right now, that spread is profoundly negative at more than 6%. The only two other times in recent history that happened were in 1975 and 1980. It would suggest that if the inflation rate doesn't start coming down quickly, nominal yields will need to push much higher in the future.BloombergThe big problem is that the S&P 500 earnings over the past twelve months have been around $204, and at 17 times earnings, the value of the S&P 500 would fall to approximately 3,480. But the higher rates have to rise, the lower the PE multiple would need to contract. For example, if the PE returned to the December 2018 low of around 16, the S&P 500 would be worth around 3,200.BloombergIn typically equity market fashion, it has become detached, while the reality is again reflected in the bond market, the currency market, and the Fed Funds Futures. Equities tend to be irrational when they either rise or fall, but this time they have become unhinged, and this recent summer rally may fade away even faster than it came to be.The summer fade may be especially true if Powell can deliver a message that is clear and direct and not one that is two-sided. Add to that a slew of economic data set to be released between September 1 and 3, which may likely support rates going much higher, and staying there for some time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998063303,"gmtCreate":1660899423305,"gmtModify":1676536420774,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998063303","repostId":"2260315628","repostType":4,"repost":{"id":"2260315628","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1660898673,"share":"https://ttm.financial/m/news/2260315628?lang=&edition=fundamental","pubTime":"2022-08-19 16:44","market":"us","language":"en","title":"Bed Bath & Beyond, Bill.com, Deere, Microvast And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2260315628","media":"Benzinga","summary":"With US stock futures trading lower this morning on Friday, some of the stocks that may grab investor focus today are as follows:","content":"<html><head></head><body><p>With US stock futures trading lower this morning on Friday, some of the stocks that may grab investor focus today are as follows:</p><ul><li><b>Bed Bath &amp; Beyond Inc</b> (NASDAQ:BBBY) shares dropped sharply in Friday&#39;s premarket session after a new SEC filing confirmed that GameStop chair Ryan Cohen sold his stake in the home furnishings retailer. The company’s CFO Gustavo Arnal also sold 55,013 shares at an average price of $25.52 per share, according to a SEC filing. Bed Bath &amp; Beyond shares tumbled 40.6% to $11.02 in premarket trading session.</li></ul><ul><li><b>Bill.com</b> (NYSE:BILL) rose 19.7% to $178.80 in premarket trading Friday after it said its fiscal fourth-quarter revenue surged and it expects that momentum to continue in fiscal-year 2023.</li></ul><ul><li><b>Microvast</b> (NASDAQ:MVST) rose 5.1% to $2.67 in premarket trading Friday; Oppenheimer initiates coverage with an Outperform rating and a price target of $8.00.</li></ul><ul><li>Wall Street expects <b>Deere &amp; Company</b> (NYSE:DE) to report quarterly earnings at $6.65 per share on revenue of $12.87 billion before the opening bell. Deere shares fell 0.2% to $367.27 in premarket trading Friday.</li><li><b>Applied Materials, Inc.</b> (NASDAQ:AMAT) reported better-than-expected results for its third quarter. The company also said it sees Q4 adjusted earnings of $1.82 to $2.18 per share on sales of $6.25 billion to $7.05 billion. Applied Materials shares gained 0.7% to $109.03 in premarket trading Friday.</li><li>Analysts are expecting <b>Foot Locker, Inc.</b> (NYSE:FL) to have earned $0.81 per share on revenue of $2.08 billion for the latest quarter. The company will release earnings before the markets open. Foot Locker shares fell 1.5% to close at $31.98 on Thursday.</li></ul><ul><li>Analysts expect <b> The Buckle, Inc.</b> (NYSE:BKE) to post quarterly earnings at $0.89 per share on revenue of $304.33 million before the opening bell. Buckle shares rose 0.9% to $34.00 in after-hours trading Thursday.</li></ul></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>Bed Bath & Beyond, Bill.com, Deere, Microvast And More: U.S. Stocks To Watch</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\">\nBed Bath & Beyond, Bill.com, Deere, Microvast And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-08-19 16:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading lower this morning on Friday, some of the stocks that may grab investor focus today are as follows:</p><ul><li><b>Bed Bath &amp; Beyond Inc</b> (NASDAQ:BBBY) shares dropped sharply in Friday&#39;s premarket session after a new SEC filing confirmed that GameStop chair Ryan Cohen sold his stake in the home furnishings retailer. The company’s CFO Gustavo Arnal also sold 55,013 shares at an average price of $25.52 per share, according to a SEC filing. Bed Bath &amp; Beyond shares tumbled 40.6% to $11.02 in premarket trading session.</li></ul><ul><li><b>Bill.com</b> (NYSE:BILL) rose 19.7% to $178.80 in premarket trading Friday after it said its fiscal fourth-quarter revenue surged and it expects that momentum to continue in fiscal-year 2023.</li></ul><ul><li><b>Microvast</b> (NASDAQ:MVST) rose 5.1% to $2.67 in premarket trading Friday; Oppenheimer initiates coverage with an Outperform rating and a price target of $8.00.</li></ul><ul><li>Wall Street expects <b>Deere &amp; Company</b> (NYSE:DE) to report quarterly earnings at $6.65 per share on revenue of $12.87 billion before the opening bell. Deere shares fell 0.2% to $367.27 in premarket trading Friday.</li><li><b>Applied Materials, Inc.</b> (NASDAQ:AMAT) reported better-than-expected results for its third quarter. The company also said it sees Q4 adjusted earnings of $1.82 to $2.18 per share on sales of $6.25 billion to $7.05 billion. Applied Materials shares gained 0.7% to $109.03 in premarket trading Friday.</li><li>Analysts are expecting <b>Foot Locker, Inc.</b> (NYSE:FL) to have earned $0.81 per share on revenue of $2.08 billion for the latest quarter. The company will release earnings before the markets open. Foot Locker shares fell 1.5% to close at $31.98 on Thursday.</li></ul><ul><li>Analysts expect <b> The Buckle, Inc.</b> (NYSE:BKE) to post quarterly earnings at $0.89 per share on revenue of $304.33 million before the opening bell. Buckle shares rose 0.9% to $34.00 in after-hours trading Thursday.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料","FL":"富乐客","BILL":"BILL HOLDINGS INC","BKE":"巴克尔","BBBY":"3B家居","DE":"迪尔股份有限公司","MVST":"Microvast Holdings, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260315628","content_text":"With US stock futures trading lower this morning on Friday, some of the stocks that may grab investor focus today are as follows:Bed Bath & Beyond Inc (NASDAQ:BBBY) shares dropped sharply in Friday's premarket session after a new SEC filing confirmed that GameStop chair Ryan Cohen sold his stake in the home furnishings retailer. The company’s CFO Gustavo Arnal also sold 55,013 shares at an average price of $25.52 per share, according to a SEC filing. Bed Bath & Beyond shares tumbled 40.6% to $11.02 in premarket trading session.Bill.com (NYSE:BILL) rose 19.7% to $178.80 in premarket trading Friday after it said its fiscal fourth-quarter revenue surged and it expects that momentum to continue in fiscal-year 2023.Microvast (NASDAQ:MVST) rose 5.1% to $2.67 in premarket trading Friday; Oppenheimer initiates coverage with an Outperform rating and a price target of $8.00.Wall Street expects Deere & Company (NYSE:DE) to report quarterly earnings at $6.65 per share on revenue of $12.87 billion before the opening bell. Deere shares fell 0.2% to $367.27 in premarket trading Friday.Applied Materials, Inc. (NASDAQ:AMAT) reported better-than-expected results for its third quarter. The company also said it sees Q4 adjusted earnings of $1.82 to $2.18 per share on sales of $6.25 billion to $7.05 billion. Applied Materials shares gained 0.7% to $109.03 in premarket trading Friday.Analysts are expecting Foot Locker, Inc. (NYSE:FL) to have earned $0.81 per share on revenue of $2.08 billion for the latest quarter. The company will release earnings before the markets open. Foot Locker shares fell 1.5% to close at $31.98 on Thursday.Analysts expect  The Buckle, Inc. (NYSE:BKE) to post quarterly earnings at $0.89 per share on revenue of $304.33 million before the opening bell. Buckle shares rose 0.9% to $34.00 in after-hours trading Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928358618,"gmtCreate":1671201853935,"gmtModify":1676538508154,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishup","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishup","text":"$Advanced Micro Devices(AMD)$ BullishBullishup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9928358618","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916531563,"gmtCreate":1664625225353,"gmtModify":1676537486507,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishup","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishup","text":"$Palantir Technologies Inc.(PLTR)$BullishBullishBullishBullishup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916531563","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998063984,"gmtCreate":1660899394951,"gmtModify":1676536420767,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998063984","repostId":"1124737829","repostType":4,"repost":{"id":"1124737829","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660898722,"share":"https://ttm.financial/m/news/1124737829?lang=&edition=fundamental","pubTime":"2022-08-19 16:45","market":"us","language":"en","title":"Grab Earnings Preview: Recession Risk vs. End of Covid Lockdowns? Investment Banks Posted Mixed Views","url":"https://stock-news.laohu8.com/highlight/detail?id=1124737829","media":"Tiger Newspress","summary":"Grab(NASDAQ:GRAB)is scheduled to announce its Q2 earnings results before the market opens on next Th","content":"<html><head></head><body><p>Grab(NASDAQ:GRAB)is scheduled to announce its Q2 earnings results before the market opens on next Thursday, August 25.</p><p><b>Latest Results</b></p><p>It reported a Q1 loss of $0.11 per diluted share, narrower than the per-share loss of $3.18 a year earlier.</p><p>Revenue was $228 million, up from $216 million a year earlier. Loss narrowed to $435 million from $666 million.</p><p>Its gross merchandise volume (GMV) rose 32% in Q1 to $4.8 billion from a year earlier.</p><p>Stocks surged 24.11% after posting the financial results on that day.</p><p><b>Q2 Guidance</b></p><p>For Q2, Grab forecast GMV for deliveries between $2.55 billion and $2.65 billion, and for the mobility segment to be between $0.95 billion and $1 billion, betting the worst of the pandemic was over. For full-year fiscal 2022, it expects revenue of $1.2 billion to $1.3 billion.</p><p><b>3</b> <b>Most Important Things to Watch</b></p><p><b>1.</b> <b>Does It</b> <b>Come Out of Covid Lockdowns?</b></p><p>Data shows that Grab&#39;s growth momentum remains strong. Without looking at incentives paid to consumers and mobility/delivery partners, the activity level (measured in GMV) on Grab is growing at about 10% QoQ since 2021Q1.</p><p>It is also important to mention that Grab&#39;s growth is evenly distributed across Grab&#39;s 4 business segments. This reflects the synergy among Grab&#39;s business segments and the resulting network effect. Grab stated that engaged users spend more. In other words, the longer a user is retained on the platform, the more the user will spend over time. Hence, the network effect.</p><p>Unfortunately, we cannot deem Grab&#39;s network effect nor its leadership in the mobility, delivery, and e-wallet segment as a competitive advantage and moat yet. This is due to Grab&#39;s large expenditure on incentives for its customers and partners (riders) to maintain market share. This is also the reason why revenue has not been growing in proportion to GMV.</p><p>Therefore, we could equate Grab&#39;s leadership with the willingness to &#34;burn cash&#34; (provide incentives to both partners and customers).</p><p><b>2.</b> <b>Could It Afford to Taper Incentives?</b></p><p>Most of Grab&#39;s incentives are spent on the demand side. In 2021Q4 and 2022Q1, Grab&#39;s incentive expenditure on the demand side is 67% and 60% respectively higher than the incentive for the supply side.</p><p>Grab&#39;s incentive programs are indeed losing momentum. This is reflected by the GMV growing slower than incentive expenditure. Investors should be too concerned because this is to be expected since Grab has the majority market share and is leading by large margins.</p><p>On the other hand, when comparing the incentive-to-revenue ratio from 2021Q1 to 2022Q1, Grab&#39;s revenue is about the same while incentive expenditure increased 72%. The quarters in between did not fare well in this department as well.</p><p>When considering revenue as a function of the number of users and time spent on the platform, Grab has a supply-side shortage, its incentive program can still be considered effective.</p><p>The number of users (MTU) grew 30% since 2021Q1. Over time, revenue is expected to catch up. As the supply of drivers/riders recovers, Grab may quickly realize revenues from the newly acquired users.</p><p><b>3.</b> <b>Profitability Is in Sight</b></p><p>Grab&#39;s game plan outcompetes competitors for market share and then lower incentives to boost profitability. According to Euromonitor, Grab is already leading the market with good margins. Should Grab continue its growth trajectory while consumer incentive shows signs of normalization in 2022Q2, profitability is in sight.</p><p>Another positive takeaway is Grab&#39;s healthy liquidity. As of 2022Q1, Grab has $8.2bn of cash while cash flow from operating activities is negative $0.465bn. This provides Grab with about 17 quarters or 4 years&#39; worth of runway. Operating cash flow is expected to improve as Grab captures more opportunities in the mobility segment.</p><p><b>Analyst Opinions</b></p><p>J.P. Morgan offered a“Buy” rating and a $3 price target to it. The company thought Grab&#39;s superior regional super-app platform is best geared to rising online consumption in Asia, the profitable mobility segment is likely to shift into high gear as economies re-open, making mobility a high-frequency, high cash-flow engine to Grab&#39;s flywheel.</p><p>Bernstein cut its price target to $3.04 from $3.52 and upgraded to an “Outperform” rating from a “Market Perform” rating, it expects a peaking of incentives in H1 and gradual improvements post that as driver supply slowly improves. A relatively benign competitive environment as competitors focus on profitability is additional support.</p><p>Maybank Research slashed its price target from $4.25 to $2.29 and downgraded it from “buy” to “sell”. The company thought recession risks are mounting for Grab as capital market expectations appear to have changed on investor projections of further rate hikes by the Fed. It called GrabMaps a “desperate wringing for cash flows where it can”, and likened the move similar to an act of “pawning the family jewels”.</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>Grab Earnings Preview: Recession Risk vs. End of Covid Lockdowns? Investment Banks Posted Mixed Views</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\">\nGrab Earnings Preview: Recession Risk vs. End of Covid Lockdowns? Investment Banks Posted Mixed Views\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-19 16:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab(NASDAQ:GRAB)is scheduled to announce its Q2 earnings results before the market opens on next Thursday, August 25.</p><p><b>Latest Results</b></p><p>It reported a Q1 loss of $0.11 per diluted share, narrower than the per-share loss of $3.18 a year earlier.</p><p>Revenue was $228 million, up from $216 million a year earlier. Loss narrowed to $435 million from $666 million.</p><p>Its gross merchandise volume (GMV) rose 32% in Q1 to $4.8 billion from a year earlier.</p><p>Stocks surged 24.11% after posting the financial results on that day.</p><p><b>Q2 Guidance</b></p><p>For Q2, Grab forecast GMV for deliveries between $2.55 billion and $2.65 billion, and for the mobility segment to be between $0.95 billion and $1 billion, betting the worst of the pandemic was over. For full-year fiscal 2022, it expects revenue of $1.2 billion to $1.3 billion.</p><p><b>3</b> <b>Most Important Things to Watch</b></p><p><b>1.</b> <b>Does It</b> <b>Come Out of Covid Lockdowns?</b></p><p>Data shows that Grab&#39;s growth momentum remains strong. Without looking at incentives paid to consumers and mobility/delivery partners, the activity level (measured in GMV) on Grab is growing at about 10% QoQ since 2021Q1.</p><p>It is also important to mention that Grab&#39;s growth is evenly distributed across Grab&#39;s 4 business segments. This reflects the synergy among Grab&#39;s business segments and the resulting network effect. Grab stated that engaged users spend more. In other words, the longer a user is retained on the platform, the more the user will spend over time. Hence, the network effect.</p><p>Unfortunately, we cannot deem Grab&#39;s network effect nor its leadership in the mobility, delivery, and e-wallet segment as a competitive advantage and moat yet. This is due to Grab&#39;s large expenditure on incentives for its customers and partners (riders) to maintain market share. This is also the reason why revenue has not been growing in proportion to GMV.</p><p>Therefore, we could equate Grab&#39;s leadership with the willingness to &#34;burn cash&#34; (provide incentives to both partners and customers).</p><p><b>2.</b> <b>Could It Afford to Taper Incentives?</b></p><p>Most of Grab&#39;s incentives are spent on the demand side. In 2021Q4 and 2022Q1, Grab&#39;s incentive expenditure on the demand side is 67% and 60% respectively higher than the incentive for the supply side.</p><p>Grab&#39;s incentive programs are indeed losing momentum. This is reflected by the GMV growing slower than incentive expenditure. Investors should be too concerned because this is to be expected since Grab has the majority market share and is leading by large margins.</p><p>On the other hand, when comparing the incentive-to-revenue ratio from 2021Q1 to 2022Q1, Grab&#39;s revenue is about the same while incentive expenditure increased 72%. The quarters in between did not fare well in this department as well.</p><p>When considering revenue as a function of the number of users and time spent on the platform, Grab has a supply-side shortage, its incentive program can still be considered effective.</p><p>The number of users (MTU) grew 30% since 2021Q1. Over time, revenue is expected to catch up. As the supply of drivers/riders recovers, Grab may quickly realize revenues from the newly acquired users.</p><p><b>3.</b> <b>Profitability Is in Sight</b></p><p>Grab&#39;s game plan outcompetes competitors for market share and then lower incentives to boost profitability. According to Euromonitor, Grab is already leading the market with good margins. Should Grab continue its growth trajectory while consumer incentive shows signs of normalization in 2022Q2, profitability is in sight.</p><p>Another positive takeaway is Grab&#39;s healthy liquidity. As of 2022Q1, Grab has $8.2bn of cash while cash flow from operating activities is negative $0.465bn. This provides Grab with about 17 quarters or 4 years&#39; worth of runway. Operating cash flow is expected to improve as Grab captures more opportunities in the mobility segment.</p><p><b>Analyst Opinions</b></p><p>J.P. Morgan offered a“Buy” rating and a $3 price target to it. The company thought Grab&#39;s superior regional super-app platform is best geared to rising online consumption in Asia, the profitable mobility segment is likely to shift into high gear as economies re-open, making mobility a high-frequency, high cash-flow engine to Grab&#39;s flywheel.</p><p>Bernstein cut its price target to $3.04 from $3.52 and upgraded to an “Outperform” rating from a “Market Perform” rating, it expects a peaking of incentives in H1 and gradual improvements post that as driver supply slowly improves. A relatively benign competitive environment as competitors focus on profitability is additional support.</p><p>Maybank Research slashed its price target from $4.25 to $2.29 and downgraded it from “buy” to “sell”. The company thought recession risks are mounting for Grab as capital market expectations appear to have changed on investor projections of further rate hikes by the Fed. It called GrabMaps a “desperate wringing for cash flows where it can”, and likened the move similar to an act of “pawning the family jewels”.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124737829","content_text":"Grab(NASDAQ:GRAB)is scheduled to announce its Q2 earnings results before the market opens on next Thursday, August 25.Latest ResultsIt reported a Q1 loss of $0.11 per diluted share, narrower than the per-share loss of $3.18 a year earlier.Revenue was $228 million, up from $216 million a year earlier. Loss narrowed to $435 million from $666 million.Its gross merchandise volume (GMV) rose 32% in Q1 to $4.8 billion from a year earlier.Stocks surged 24.11% after posting the financial results on that day.Q2 GuidanceFor Q2, Grab forecast GMV for deliveries between $2.55 billion and $2.65 billion, and for the mobility segment to be between $0.95 billion and $1 billion, betting the worst of the pandemic was over. For full-year fiscal 2022, it expects revenue of $1.2 billion to $1.3 billion.3 Most Important Things to Watch1. Does It Come Out of Covid Lockdowns?Data shows that Grab's growth momentum remains strong. Without looking at incentives paid to consumers and mobility/delivery partners, the activity level (measured in GMV) on Grab is growing at about 10% QoQ since 2021Q1.It is also important to mention that Grab's growth is evenly distributed across Grab's 4 business segments. This reflects the synergy among Grab's business segments and the resulting network effect. Grab stated that engaged users spend more. In other words, the longer a user is retained on the platform, the more the user will spend over time. Hence, the network effect.Unfortunately, we cannot deem Grab's network effect nor its leadership in the mobility, delivery, and e-wallet segment as a competitive advantage and moat yet. This is due to Grab's large expenditure on incentives for its customers and partners (riders) to maintain market share. This is also the reason why revenue has not been growing in proportion to GMV.Therefore, we could equate Grab's leadership with the willingness to \"burn cash\" (provide incentives to both partners and customers).2. Could It Afford to Taper Incentives?Most of Grab's incentives are spent on the demand side. In 2021Q4 and 2022Q1, Grab's incentive expenditure on the demand side is 67% and 60% respectively higher than the incentive for the supply side.Grab's incentive programs are indeed losing momentum. This is reflected by the GMV growing slower than incentive expenditure. Investors should be too concerned because this is to be expected since Grab has the majority market share and is leading by large margins.On the other hand, when comparing the incentive-to-revenue ratio from 2021Q1 to 2022Q1, Grab's revenue is about the same while incentive expenditure increased 72%. The quarters in between did not fare well in this department as well.When considering revenue as a function of the number of users and time spent on the platform, Grab has a supply-side shortage, its incentive program can still be considered effective.The number of users (MTU) grew 30% since 2021Q1. Over time, revenue is expected to catch up. As the supply of drivers/riders recovers, Grab may quickly realize revenues from the newly acquired users.3. Profitability Is in SightGrab's game plan outcompetes competitors for market share and then lower incentives to boost profitability. According to Euromonitor, Grab is already leading the market with good margins. Should Grab continue its growth trajectory while consumer incentive shows signs of normalization in 2022Q2, profitability is in sight.Another positive takeaway is Grab's healthy liquidity. As of 2022Q1, Grab has $8.2bn of cash while cash flow from operating activities is negative $0.465bn. This provides Grab with about 17 quarters or 4 years' worth of runway. Operating cash flow is expected to improve as Grab captures more opportunities in the mobility segment.Analyst OpinionsJ.P. Morgan offered a“Buy” rating and a $3 price target to it. The company thought Grab's superior regional super-app platform is best geared to rising online consumption in Asia, the profitable mobility segment is likely to shift into high gear as economies re-open, making mobility a high-frequency, high cash-flow engine to Grab's flywheel.Bernstein cut its price target to $3.04 from $3.52 and upgraded to an “Outperform” rating from a “Market Perform” rating, it expects a peaking of incentives in H1 and gradual improvements post that as driver supply slowly improves. A relatively benign competitive environment as competitors focus on profitability is additional support.Maybank Research slashed its price target from $4.25 to $2.29 and downgraded it from “buy” to “sell”. The company thought recession risks are mounting for Grab as capital market expectations appear to have changed on investor projections of further rate hikes by the Fed. It called GrabMaps a “desperate wringing for cash flows where it can”, and likened the move similar to an act of “pawning the family jewels”.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998069240,"gmtCreate":1660899357182,"gmtModify":1676536420758,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998069240","repostId":"1102999640","repostType":4,"repost":{"id":"1102999640","kind":"news","pubTimestamp":1660865795,"share":"https://ttm.financial/m/news/1102999640?lang=&edition=fundamental","pubTime":"2022-08-19 07:36","market":"us","language":"en","title":"A $2 Trillion Stock-Options Deadline Is Make-Or-Break Moment for Bulls","url":"https://stock-news.laohu8.com/highlight/detail?id=1102999640","media":"Bloomberg","summary":"Options trading seen having lifted stocks, capping volatilityBrace for price swings in both directions: Nomura strategistWith August shaping up to be the calmest month this year for US stocks, traders","content":"<html><head></head><body><ul><li>Options trading seen having lifted stocks, capping volatility</li><li>Brace for price swings in both directions: Nomura strategist</li></ul><p>With August shaping up to be the calmest month this year for US stocks, traders are closely watching Friday’s $2 trillion options expiration for hints whether the tranquility will last.</p><p>At issue is the belief that derivatives markets have somehow played a key role in suppressing volatility, thereby compelling rules-basedquant tradersto buy shares and in turn luring a broader group of investors back into the market in order tochase gains.</p><p>After likely spurring an equity rebound during the summer lull, some strategists warn that this benign activity in the options market -- typically fueled by Wall Street dealers -- could disappear at a critical time.</p><p>From central bankers’ annual retreat in Jackson Hole, Wyoming, to pending data on inflation and employment, and theFederal Reserve’s policy announcement, the next few weeks are full of potential catalysts for market chaos.</p><p>“There are some technical reasons why as we go into the expiration this Friday, volatility could stay dampened and you could continue to see the market relatively supported,” Amy Wu Silverman, an equity derivatives strategist at RBC Capital Markets, said on Bloomberg TV. “As people return back from vacation with eyes on the ball, you can see what the real volumes are telling you about the volatility pickup.”</p><p>About $2 trillion of options are set to expire, obliging holders to either roll over existing positions or start new ones. The monthly event includes $975 billion of S&amp;P 500-linked contracts and $430 billion of derivatives across single stocks scheduled to run out, according to estimates by Goldman Sachs Group Inc. strategist Rocky Fishman.</p><p><img src=\"https://static.tigerbbs.com/1d7ed781d0bf50152207dcbc89ae0db3\" tg-width=\"800\" tg-height=\"528\" width=\"100%\" height=\"auto\"/>Stocks have restored roughly $7 trillion in values since mid-June, as what began as a short squeeze cascaded into a buying spree by those who exited equities during the first-half carnage amid fears that the Fed’s aggressive inflation-fighting campaign could tip the economy into a recession. Shares have since recovered as data showed a robust labor market and cooler-than-expected inflation.</p><p>Along the way, traders flocked to call options to catch up with the surprising rebound. In balancing their books, options dealers were stuck in “long gamma” positions that left them needing to go against the prevailing equity trend to maintain a neutral market exposure. Thanks in part to the process, peace returned in the market. The Cboe Volatility Index, or VIX, has averaged 21 in August, on course for its lowest level since November.</p><p><img src=\"https://static.tigerbbs.com/7a72b5ee48aed2efd4d309073c4ef802\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/></p><p>Broadly speaking, bullish contracts have been changing hands faster than bearish ones. The Cboe equity put-call ratio’s 10-day average hovered near a four-month low, a sign of growing interest in upside wagers.</p><p>Traders will try to push the S&amp;P 500 toward 4,300 in order to get their options contracts to pay off, according to Brent Kochuba, founder of analytic service SpotGamma. Any failure to hit this threshold would suggest the latest rally is losing momentum, potentially inviting sellers. The index added 0.2% to close at 4,283.74 Thursday.</p><p>“Everyone is on the ‘call side’ of the boat,” said Kochuba.</p><p>Charlie McElligott, a cross-asset strategist at Nomura Securities International, expects Friday’s OpEx to open the door for bigger price swings after the buffer from dealer hedging is reduced. He sees potential for the market to move in either direction.</p><p>Should inflation come in hotter than expected and Fed policy makers ratchet up their hawkish rhetoric, that’d trigger turmoil across assets, he says. On the other hand, barring any negative macro shocks, money managers are under pressure to keep chasing the rally given their relatively low equity positioning.</p><p>“My daily communications with clients continues to ‘hate’ this rally who remain wrong-sided and a source of ‘buyers higher,’” he wrote in a note Wednesday.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A $2 Trillion Stock-Options Deadline Is Make-Or-Break Moment for Bulls</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA $2 Trillion Stock-Options Deadline Is Make-Or-Break Moment for Bulls\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-19 07:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-18/a-2-tri><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Options trading seen having lifted stocks, capping volatilityBrace for price swings in both directions: Nomura strategistWith August shaping up to be the calmest month this year for US stocks, traders...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-18/a-2-tri\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-18/a-2-tri","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102999640","content_text":"Options trading seen having lifted stocks, capping volatilityBrace for price swings in both directions: Nomura strategistWith August shaping up to be the calmest month this year for US stocks, traders are closely watching Friday’s $2 trillion options expiration for hints whether the tranquility will last.At issue is the belief that derivatives markets have somehow played a key role in suppressing volatility, thereby compelling rules-basedquant tradersto buy shares and in turn luring a broader group of investors back into the market in order tochase gains.After likely spurring an equity rebound during the summer lull, some strategists warn that this benign activity in the options market -- typically fueled by Wall Street dealers -- could disappear at a critical time.From central bankers’ annual retreat in Jackson Hole, Wyoming, to pending data on inflation and employment, and theFederal Reserve’s policy announcement, the next few weeks are full of potential catalysts for market chaos.“There are some technical reasons why as we go into the expiration this Friday, volatility could stay dampened and you could continue to see the market relatively supported,” Amy Wu Silverman, an equity derivatives strategist at RBC Capital Markets, said on Bloomberg TV. “As people return back from vacation with eyes on the ball, you can see what the real volumes are telling you about the volatility pickup.”About $2 trillion of options are set to expire, obliging holders to either roll over existing positions or start new ones. The monthly event includes $975 billion of S&P 500-linked contracts and $430 billion of derivatives across single stocks scheduled to run out, according to estimates by Goldman Sachs Group Inc. strategist Rocky Fishman.Stocks have restored roughly $7 trillion in values since mid-June, as what began as a short squeeze cascaded into a buying spree by those who exited equities during the first-half carnage amid fears that the Fed’s aggressive inflation-fighting campaign could tip the economy into a recession. Shares have since recovered as data showed a robust labor market and cooler-than-expected inflation.Along the way, traders flocked to call options to catch up with the surprising rebound. In balancing their books, options dealers were stuck in “long gamma” positions that left them needing to go against the prevailing equity trend to maintain a neutral market exposure. Thanks in part to the process, peace returned in the market. The Cboe Volatility Index, or VIX, has averaged 21 in August, on course for its lowest level since November.Broadly speaking, bullish contracts have been changing hands faster than bearish ones. The Cboe equity put-call ratio’s 10-day average hovered near a four-month low, a sign of growing interest in upside wagers.Traders will try to push the S&P 500 toward 4,300 in order to get their options contracts to pay off, according to Brent Kochuba, founder of analytic service SpotGamma. Any failure to hit this threshold would suggest the latest rally is losing momentum, potentially inviting sellers. The index added 0.2% to close at 4,283.74 Thursday.“Everyone is on the ‘call side’ of the boat,” said Kochuba.Charlie McElligott, a cross-asset strategist at Nomura Securities International, expects Friday’s OpEx to open the door for bigger price swings after the buffer from dealer hedging is reduced. He sees potential for the market to move in either direction.Should inflation come in hotter than expected and Fed policy makers ratchet up their hawkish rhetoric, that’d trigger turmoil across assets, he says. On the other hand, barring any negative macro shocks, money managers are under pressure to keep chasing the rally given their relatively low equity positioning.“My daily communications with clients continues to ‘hate’ this rally who remain wrong-sided and a source of ‘buyers higher,’” he wrote in a note Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078203108,"gmtCreate":1657685307004,"gmtModify":1676536046342,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"Inflation down","listText":"Inflation down","text":"Inflation down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078203108","repostId":"1151362740","repostType":4,"repost":{"id":"1151362740","kind":"news","pubTimestamp":1657678759,"share":"https://ttm.financial/m/news/1151362740?lang=&edition=fundamental","pubTime":"2022-07-13 10:19","market":"fut","language":"en","title":"Oil Bears Are Back As The Crude Crash Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1151362740","media":"Oilprice.com","summary":"Even before oil prices crashed on Tuesday morning, hedge funds had started to dump oil as an increas","content":"<html><head></head><body><ul><li>Even before oil prices crashed on Tuesday morning, hedge funds had started to dump oil as an increasing number of experts highlighted the risk of a recession.</li><li>While demand destruction has given bears the upper hand in oil markets, the upside risks are plentiful and volatility is likely to remain.</li></ul><p>Oil traders are selling oil again as concern about the course of the global economy deepens, taking the upper hand over supply fears.</p><p>Brent crude has lost more than $20 per barrel over the past month, with West Texas Intermediate down by nearly $25 per barrel at the time of writing. Recession fears appear to be the biggest driver of the price decline, with demand still robust despite prices.</p><p>Meanwhile, hedge funds are selling their oil, Reuters&#39; John Kemp reported in his weekly column on oil market moves. In the week to July 5, they sold the equivalent of 110 million barrels of crude oil and fuels across the six most traded contracts.</p><p>This has brought the total volume sold across these contracts to a little over 200 million barrels over the past four weeks, Kemp noted. The acceleration in selling over the week to July 5 becomes even more notable in the context of the four-week total.</p><p>Forecasts of a recession, specifically in the United States, are multiplying. The latest this week came from TD Securities, which said that the odds of the U.S. falling into a recession by the start of 2023 are over 50 percent.</p><p>The firm&#39;s head of global strategy, Richard Kelly, listed three factors that would determine the course of the U.S. economy downward: gasoline prices, the Fed&#39;s hawking policy as it seeks to tame inflation, and a generally slowing economic growth.</p><p>Bloomberg columnist Jared Dillian, meanwhile, suggested in a recent opinion piece that Americans&#39; views of the economy appeared to be downbeat despite one of the strongest job markets ever. He argued that consumers might be talking themselves into a recession, citing economic theory research showing how expectations of higher inflation led to higher inflation.</p><p>These forecasts clearly have a strong impact on hedge funds and other money managers, judging by the rate at which these are dumping their bullish positions on oil, even though the fundamentals have not changed in a favorable way over the past couple of weeks.</p><p>On the contrary, supply appears to be getting even tighter. Libya last week declared yet another force majeure on oil exports. The actual spare oil production capacity of Saudi Arabia has become the talk of the town, but not in a good way: many are openly doubting the Kingdom&#39;s ability to boost production in a meaningful way, that is, a way that would lead to lower global prices.</p><p>Russia continues to redirect its European oil exports to other buyers while the West mulls how to implement a price cap designed to keep Russian oil flowing into international markets while reducing the country&#39;s revenues from the commodity.</p><p>&#34;The oil market is being pulled in two directions with exceedingly tight physical fundamentals set against forward-looking demand concerns and signs of price-induced demand destruction,&#34; EBW Analytics researchers said this week, as quoted by Reuters.</p><p>As of Tuesday, it looks like demand concerns, particular concerns over Covid lockdowns in China, have taken center stage.</p><p>On the bearish front, even if President Biden manages to clinch a deal from Riyadh for higher oil production, doubts about whether the higher production is doable are likely to dampen the effect of such a deal.</p><p>On the bullish front, there is no sign anywhere of new supply coming online and the latest SPR release will soon run out.</p></body></html>","source":"lsy1614844034726","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>Oil Bears Are Back As The Crude Crash Continues</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\">\nOil Bears Are Back As The Crude Crash Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 10:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://oilprice.com/Energy/Energy-General/The-Oil-Bears-Are-Back-As-The-Crude-Crash-Continues.html><strong>Oilprice.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even before oil prices crashed on Tuesday morning, hedge funds had started to dump oil as an increasing number of experts highlighted the risk of a recession.While demand destruction has given bears ...</p>\n\n<a href=\"https://oilprice.com/Energy/Energy-General/The-Oil-Bears-Are-Back-As-The-Crude-Crash-Continues.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://oilprice.com/Energy/Energy-General/The-Oil-Bears-Are-Back-As-The-Crude-Crash-Continues.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151362740","content_text":"Even before oil prices crashed on Tuesday morning, hedge funds had started to dump oil as an increasing number of experts highlighted the risk of a recession.While demand destruction has given bears the upper hand in oil markets, the upside risks are plentiful and volatility is likely to remain.Oil traders are selling oil again as concern about the course of the global economy deepens, taking the upper hand over supply fears.Brent crude has lost more than $20 per barrel over the past month, with West Texas Intermediate down by nearly $25 per barrel at the time of writing. Recession fears appear to be the biggest driver of the price decline, with demand still robust despite prices.Meanwhile, hedge funds are selling their oil, Reuters' John Kemp reported in his weekly column on oil market moves. In the week to July 5, they sold the equivalent of 110 million barrels of crude oil and fuels across the six most traded contracts.This has brought the total volume sold across these contracts to a little over 200 million barrels over the past four weeks, Kemp noted. The acceleration in selling over the week to July 5 becomes even more notable in the context of the four-week total.Forecasts of a recession, specifically in the United States, are multiplying. The latest this week came from TD Securities, which said that the odds of the U.S. falling into a recession by the start of 2023 are over 50 percent.The firm's head of global strategy, Richard Kelly, listed three factors that would determine the course of the U.S. economy downward: gasoline prices, the Fed's hawking policy as it seeks to tame inflation, and a generally slowing economic growth.Bloomberg columnist Jared Dillian, meanwhile, suggested in a recent opinion piece that Americans' views of the economy appeared to be downbeat despite one of the strongest job markets ever. He argued that consumers might be talking themselves into a recession, citing economic theory research showing how expectations of higher inflation led to higher inflation.These forecasts clearly have a strong impact on hedge funds and other money managers, judging by the rate at which these are dumping their bullish positions on oil, even though the fundamentals have not changed in a favorable way over the past couple of weeks.On the contrary, supply appears to be getting even tighter. Libya last week declared yet another force majeure on oil exports. The actual spare oil production capacity of Saudi Arabia has become the talk of the town, but not in a good way: many are openly doubting the Kingdom's ability to boost production in a meaningful way, that is, a way that would lead to lower global prices.Russia continues to redirect its European oil exports to other buyers while the West mulls how to implement a price cap designed to keep Russian oil flowing into international markets while reducing the country's revenues from the commodity.\"The oil market is being pulled in two directions with exceedingly tight physical fundamentals set against forward-looking demand concerns and signs of price-induced demand destruction,\" EBW Analytics researchers said this week, as quoted by Reuters.As of Tuesday, it looks like demand concerns, particular concerns over Covid lockdowns in China, have taken center stage.On the bearish front, even if President Biden manages to clinch a deal from Riyadh for higher oil production, doubts about whether the higher production is doable are likely to dampen the effect of such a deal.On the bullish front, there is no sign anywhere of new supply coming online and the latest SPR release will soon run out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044035194,"gmtCreate":1656672753118,"gmtModify":1676535874790,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"EV stocks famous again recently, however it didn't generate sufficient growth or return&nbsp; &nbsp;compared to it's share price today. In shrinking of market foresee in this year, they would face more challenging ahead. Think twice before blindly follow on news published.&nbsp;","listText":"EV stocks famous again recently, however it didn't generate sufficient growth or return&nbsp; &nbsp;compared to it's share price today. In shrinking of market foresee in this year, they would face more challenging ahead. Think twice before blindly follow on news published.&nbsp;","text":"EV stocks famous again recently, however it didn't generate sufficient growth or return compared to it's share price today. In shrinking of market foresee in this year, they would face more challenging ahead. Think twice before blindly follow on news published.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044035194","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274725915373","authorId":"3479274725915373","name":"wigglyz","avatar":"https://static.tigerbbs.com/11f0390f4344fa15e794478b64ee460f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274725915373","authorIdStr":"3479274725915373"},"content":"Agreed. We should be careful to the risk of rapid increase.","text":"Agreed. We should be careful to the risk of rapid increase.","html":"Agreed. We should be careful to the risk of rapid increase."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917410876,"gmtCreate":1665559445096,"gmtModify":1676537627472,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>uBullishup","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v>uBullishup","text":"$Palantir Technologies Inc.(PLTR)$uBullishup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9917410876","isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916531800,"gmtCreate":1664625135800,"gmtModify":1676537486500,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916531800","repostId":"1133444550","repostType":4,"repost":{"id":"1133444550","kind":"news","pubTimestamp":1664595772,"share":"https://ttm.financial/m/news/1133444550?lang=&edition=fundamental","pubTime":"2022-10-01 11:42","market":"us","language":"en","title":"4 Blue-Chip Stocks to Sell in October","url":"https://stock-news.laohu8.com/highlight/detail?id=1133444550","media":"InvestorPlace","summary":"These blue-chip stocks to sell face macroeconomic and/or company-specific headwinds.PepsiCo(PEP): Valuations look stretched, especially with growth likely to slow.Costco Wholesale(COST): A correction ","content":"<html><head></head><body><ul><li>These blue-chip stocks to sell face macroeconomic and/or company-specific headwinds.</li><li><b>PepsiCo</b>(<b><u>PEP</u></b>): Valuations look stretched, especially with growth likely to slow.</li><li><b>Costco Wholesale</b>(<b><u>COST</u></b>): A correction would provide a much better entry point.</li><li><b>Freeport-McMoRan</b>(<b><u>FCX</u></b>): Now doesn&#39;t look like the ideal time to bet on copper.</li><li><b>Occidental Petroleum</b>(<b><u>OXY</u></b>): You may not be as comfortable as Warren Buffett riding out a correction.</li></ul><p>In general, when markets trend lower, it makes sense to invest in blue-chip stocks. They tend to have a low beta and also provide regular cash flows through dividends. Yet, not all blue chips are created equal. Based on macroeconomic or company-specific factors, there are some you want to buy and some blue-chip stocks to sell.</p><p>For example, blue-chip retailer <b>Target</b> (NYSE:<b><u>TGT</u></b>) sits 45% below its 52-week high, weighed down by inflationary pressures and margin compression. And pharmaceutical giant <b>Pfizer</b>(NYSE:<b><u>PFE</u></b>) is 30% below its high on concerns of a slowdown in growth predominately due to lower Covid-19 vaccine sales.</p><p>So, investors need to carry out due diligence even with blue chips. Today’s list of blue-chip stocks to sell in October contains popular names that are likely to correct or correct even further.</p><p><b>PepsiCo (PEP)</b></p><p><b>PepsiCo</b>(NASDAQ:<b><u>PEP</u></b>) stock is up 11% over the past year, bucking the broader bear market, and it throws off a healthy 2.7% dividend yield. However, shares look expensive with a forward price-earnings ratio of 22.8.</p><p>PepsiCo is likely to see decelerating growth or margin pressure in the coming quarters. The company is reportedly considering cost-cutting measures, including layoffs and buyouts for some employees over 55. Shares have fallen around 3% since the story broke. A confirmation from the company could trigger panic selling.</p><p>It’s also worth noting that Pepsi has finally stopped production in Russia. The country happens to be the company’s second-largest international market after Mexico. The implication of the production halt on growth remains to be seen.</p><p>Amid these uncertainties, PEP stock’s valuation looks stretched and shares are likely to correct in the near term. Having said that, a 15% to 20% correction from current levels to the $130s would be a good time to consider some bullish exposure.</p><p><b>Costco Wholesale (COST)</b></p><p>In the long term, <b>Costco Wholesale</b>(NASDAQ:<b><u>COST</u></b>) is possibly the best bet among retail stocks. The company has built a strong omnichannel sales presence. Rising member fees are likely to support cash flow, and comparable-store sales have been rising. However, I remain cautious in the near term.</p><p>COST stock has been resilient in the face of the bear market, up 6% over the past year. Yet, with a forward price-earnings ratio of 33.9, shares look relatively expensive amid mounting economic uncertainties including the possibility of a recession in the U.S. in 2023. The impact of aggressive interest rate hikes on consumer spending remains to be seen. I also expect Costco to face margin pressure in a slowdown or recession scenario.</p><p>Those who wish to go long COST stock are likely to get a much better entry point after shares correct.</p><p><b>Freeport-McMoRan (FCX)</b></p><p>Doctor copper has continued to weaken due to two factors. First and foremost, the U.S. dollar has been gaining strength. Second, global economic uncertainty is likely to translate into lower copper demand. In this scenario, I would avoid miner <b>Freeport-McMoRan</b>(NYSE:<b><u>FCX</u></b>).</p><p>FCX stock is 15.6% lower over the past year, slightly better than the <b>S&amp;P 500’s</b>17.7% decline. However, in the event of a global recession, FCX stock is likely to correct further. While its forward price-earnings ratio of 13.1 is well below the broader market index’s forward P/E of 17.9, keep in mind that, in general, cyclical stocks tend to have a lower price-earnings ratio.</p><p>In terms of business fundamentals, Freeport-McMoRan has utilized the copper bull market to strengthen its balance sheet. At the end of the second quarter, the company had just$1.6 billion in net debt. While management expects copper sales to increase in 2023, this may be offset by lower prices.</p><p>In short, this doesn’t look like the ideal time to jump into a copper play. Those who wait for a further correction will likely be rewarded for their patience.</p><p><b>Occidental Petroleum (OXY)</b></p><p><b>Occidental Petroleum</b>(NYSE:<b><u>OXY</u></b>) is on my list of blue-chip stocks to sell because it has gotten much too far ahead of itself, with shares nearly doubling in the past year. Much of this investor enthusiasm has been due to the fact that Warren Buffett continues tobuy up shares despite falling oil prices. Lower oil prices will translate into EBITDA margin compression on a relative basis in the coming quarters.</p><p>Now, I don’t expect a big plunge in oil prices in the coming quarters even if we enter a recession. However, based on how far OXY stock has run over the past 12 months, there appears to be much more downside risk than upside potential at the current level, especially if oil prices continue to trend lower.</p><p>I’m not the only one who thinks this. Analysts from <b>Citigroup</b> and <b>JPMorgan</b> both have“neutral” ratings on the stock due to what they see ascapped upside over the next few months.</p><p>That said, I like the fact that Occidental is focused on deleveraging. In the next few years, the company is likely to have an investment-grade balance sheet. This will provide greater headroom for dividend growth and share repurchases.</p><p>Yet, while Buffett may have pockets deep enough to ride out a big correction in the stock, individual investors may not feel the same way.</p><p></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>4 Blue-Chip Stocks to Sell in October</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\">\n4 Blue-Chip Stocks to Sell in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/4-blue-chip-stocks-to-sell-in-october/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These blue-chip stocks to sell face macroeconomic and/or company-specific headwinds.PepsiCo(PEP): Valuations look stretched, especially with growth likely to slow.Costco Wholesale(COST): A correction ...</p>\n\n<a href=\"https://investorplace.com/2022/09/4-blue-chip-stocks-to-sell-in-october/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","COST":"好市多","PEP":"百事可乐","FCX":"麦克莫兰铜金"},"source_url":"https://investorplace.com/2022/09/4-blue-chip-stocks-to-sell-in-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133444550","content_text":"These blue-chip stocks to sell face macroeconomic and/or company-specific headwinds.PepsiCo(PEP): Valuations look stretched, especially with growth likely to slow.Costco Wholesale(COST): A correction would provide a much better entry point.Freeport-McMoRan(FCX): Now doesn't look like the ideal time to bet on copper.Occidental Petroleum(OXY): You may not be as comfortable as Warren Buffett riding out a correction.In general, when markets trend lower, it makes sense to invest in blue-chip stocks. They tend to have a low beta and also provide regular cash flows through dividends. Yet, not all blue chips are created equal. Based on macroeconomic or company-specific factors, there are some you want to buy and some blue-chip stocks to sell.For example, blue-chip retailer Target (NYSE:TGT) sits 45% below its 52-week high, weighed down by inflationary pressures and margin compression. And pharmaceutical giant Pfizer(NYSE:PFE) is 30% below its high on concerns of a slowdown in growth predominately due to lower Covid-19 vaccine sales.So, investors need to carry out due diligence even with blue chips. Today’s list of blue-chip stocks to sell in October contains popular names that are likely to correct or correct even further.PepsiCo (PEP)PepsiCo(NASDAQ:PEP) stock is up 11% over the past year, bucking the broader bear market, and it throws off a healthy 2.7% dividend yield. However, shares look expensive with a forward price-earnings ratio of 22.8.PepsiCo is likely to see decelerating growth or margin pressure in the coming quarters. The company is reportedly considering cost-cutting measures, including layoffs and buyouts for some employees over 55. Shares have fallen around 3% since the story broke. A confirmation from the company could trigger panic selling.It’s also worth noting that Pepsi has finally stopped production in Russia. The country happens to be the company’s second-largest international market after Mexico. The implication of the production halt on growth remains to be seen.Amid these uncertainties, PEP stock’s valuation looks stretched and shares are likely to correct in the near term. Having said that, a 15% to 20% correction from current levels to the $130s would be a good time to consider some bullish exposure.Costco Wholesale (COST)In the long term, Costco Wholesale(NASDAQ:COST) is possibly the best bet among retail stocks. The company has built a strong omnichannel sales presence. Rising member fees are likely to support cash flow, and comparable-store sales have been rising. However, I remain cautious in the near term.COST stock has been resilient in the face of the bear market, up 6% over the past year. Yet, with a forward price-earnings ratio of 33.9, shares look relatively expensive amid mounting economic uncertainties including the possibility of a recession in the U.S. in 2023. The impact of aggressive interest rate hikes on consumer spending remains to be seen. I also expect Costco to face margin pressure in a slowdown or recession scenario.Those who wish to go long COST stock are likely to get a much better entry point after shares correct.Freeport-McMoRan (FCX)Doctor copper has continued to weaken due to two factors. First and foremost, the U.S. dollar has been gaining strength. Second, global economic uncertainty is likely to translate into lower copper demand. In this scenario, I would avoid miner Freeport-McMoRan(NYSE:FCX).FCX stock is 15.6% lower over the past year, slightly better than the S&P 500’s17.7% decline. However, in the event of a global recession, FCX stock is likely to correct further. While its forward price-earnings ratio of 13.1 is well below the broader market index’s forward P/E of 17.9, keep in mind that, in general, cyclical stocks tend to have a lower price-earnings ratio.In terms of business fundamentals, Freeport-McMoRan has utilized the copper bull market to strengthen its balance sheet. At the end of the second quarter, the company had just$1.6 billion in net debt. While management expects copper sales to increase in 2023, this may be offset by lower prices.In short, this doesn’t look like the ideal time to jump into a copper play. Those who wait for a further correction will likely be rewarded for their patience.Occidental Petroleum (OXY)Occidental Petroleum(NYSE:OXY) is on my list of blue-chip stocks to sell because it has gotten much too far ahead of itself, with shares nearly doubling in the past year. Much of this investor enthusiasm has been due to the fact that Warren Buffett continues tobuy up shares despite falling oil prices. Lower oil prices will translate into EBITDA margin compression on a relative basis in the coming quarters.Now, I don’t expect a big plunge in oil prices in the coming quarters even if we enter a recession. However, based on how far OXY stock has run over the past 12 months, there appears to be much more downside risk than upside potential at the current level, especially if oil prices continue to trend lower.I’m not the only one who thinks this. Analysts from Citigroup and JPMorgan both have“neutral” ratings on the stock due to what they see ascapped upside over the next few months.That said, I like the fact that Occidental is focused on deleveraging. In the next few years, the company is likely to have an investment-grade balance sheet. This will provide greater headroom for dividend growth and share repurchases.Yet, while Buffett may have pockets deep enough to ride out a big correction in the stock, individual investors may not feel the same way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932594965,"gmtCreate":1662952286657,"gmtModify":1676537170592,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9932594965","repostId":"1107212868","repostType":2,"repost":{"id":"1107212868","kind":"news","pubTimestamp":1662951242,"share":"https://ttm.financial/m/news/1107212868?lang=&edition=fundamental","pubTime":"2022-09-12 10:54","market":"us","language":"en","title":"Palantir: This Deep Pullback Is A Gift From The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1107212868","media":"Seeking Alpha","summary":"SummaryPLTR was battered in August, as it collapsed nearly 30% from its August highs to its recent b","content":"<html><head></head><body><p>Summary</p><ul><li>PLTR was battered in August, as it collapsed nearly 30% from its August highs to its recent bottom. Consequently, it has improved its valuation dramatically.</li><li>We remain confident that Palantir&#39;s challenges in H1&#39;22 are transitory. Therefore, the headwinds should abate as the macro environment improves further through FY23.</li><li>We surmise that the macro environment has likely reached peak hawkishness in Q2, which should be constructive for high-growth stocks like PLTR moving ahead.</li><li>PLTR&#39;s price action suggests it&#39;s at a near-term bottom, given the rapid sell-off to force weak hands to capitulate.</li><li>We discuss why investors should grab this opportunity to add more aggressively.</li></ul><p><b>Thesis</b></p><p>We highlighted in our post-earnings update that investors should capitalize on the dip in Palantir Technologies Inc. (NYSE:PLTR) stock, even as the market was concerned with the significant slowdown in its government growth cadence.</p><p>However, PLTR was caught in the recent broad market downdraft, sending it down further as it underperformed the market. As a result, PLTR last traded close to its June lows, giving investors another fantastic opportunity to add more aggressively.</p><p>We are confident that PLTR has already formed its long-term bottom in May, which should hold resiliently through the recent pullback. Furthermore, the rapid sell-off in PLTR over the past month is consistent with moves to force capitulation for the weak hands who chased the summer rally.</p><p>Therefore, we urge investors to hold their positions resolutely, given the battering and more attractive valuation. Palantir could continue to experience near-term downside volatility, given its downward momentum. However, we urge investors to look ahead. We surmise the reacceleration in its revenue growth should lift buying sentiments and its operating leverage.</p><p>As a result, we deduce the stars are pretty much aligned for investors to consider adding more exposure, riding the potential next wave up with the broad market.</p><p><b>Too Much Fear, But Palantir&#39;s Valuation Held Steadily</b></p><p><img src=\"https://static.tigerbbs.com/733134a3ec04a672dcd7afa1fd1f27fa\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"/>PLTR last traded at a TTM free cash flow (FCF) multiple of 61.8x, close to its lows in May. Even though it still traded at a discernible premium, given its growth profile, that level has been supported robustly. As a result, the battering from PLTR&#39;s August highs has improved its valuation remarkably, as it collapsed nearly 38% to its August lows. We surmise that a further fall is unlikely, as Palantir is projected to recover its FCF margins through FY24.</p><p><img src=\"https://static.tigerbbs.com/e2d7e32203a2e05360d74930f8a917aa\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/>Furthermore, even the neutral consensus estimates suggest that Palantir&#39;s malaise is not structural but likely transitory, given the challenging enterprise IT environment in H1&#39;22. Palantir has also been impacted by forex headwinds, given its ex-US revenue exposure of nearly 39% in Q2. Coupled with the worsening macro headwinds in Europe, we believe investors adjusted their expectations on Palantir&#39;s recovery cadence through FY23.</p><p>As a result of the market&#39;s and Street&#39;s pessimism, Palantir would have much easier comps to lap in FY23. Moreover, as seen above, Palantir&#39;s FCF growth is expected to bottom in FY22 before growing by 116% in FY23. Therefore, we are confident that these estimates suggest that Palantir&#39;s competitive moat has not been eroded but merely a momentary slowdown in deal closures.</p><p>Furthermore, Palantir&#39;s platform also demonstrated its effectiveness and capability in the recent California wildfires. Major utility players depended on Palantir&#39;s platform to manage their risks. Citi (C) highlighted in a recent commentary:</p><blockquote>There’s a lot to do to mitigate fire risks. [Palantir] offers what it calls operational artificial intelligence to help manage the complexity. Palantir’s technology even creates a meta-constellation of satellites that aggregates and analyzes imagery to help utilities and first responders. -Barron&#39;s</blockquote><p>We believe Palantir&#39;s unique role as a leading AI/ML platform has few close competitors. Forrester also corroborated our conviction as it rated Palantir a clear leader in the Forrester Wave: AI/ML Platforms, Q3 2022. It accentuated: &#34;Palantir is rooted in building data-driven intelligence applications for complex, high-value government and commercial use cases.&#34;</p><p>Hence, we believe the momentum in those large contract deals would accrue to Palantir as macro headwinds subside. It&#39;s our conviction that macro headwinds have already reached their peak hawkishness, as we explained in our recent articles on the ProShares UltraPro QQQ ETF (TQQQ) and the ARK Innovation ETF (ARKK). Therefore, we deduce that the broad environment should be more conducive for high-growth stocks like PLTR moving ahead.</p><p><b>Is PLTR Stock A Buy, Sell, Or Hold?</b></p><p><img src=\"https://static.tigerbbs.com/79ca643df4e2a76f7210577384134fa6\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/>PLTR&#39;s price action remains constructively configured even as it closes in on its June lows. As seen above, PLTR&#39;s rapid selldown has created a bear trap (indicating the market denied further selling downside decisively), predicated against June lows.</p><p>Therefore, if PLTR can continue to base robustly in the next few weeks, we surmise that the sellers are likely getting exhausted. However, investors are encouraged to layer in, given the potential downside volatility.</p><p>Notwithstanding, we like the price action, coupled with oversold momentum indicators. Therefore, we postulate that PLTR is well-positioned to stage its bottoming process, corroborated by our assessment of its valuation and improved FCF profitability, as discussed earlier.</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: This Deep Pullback Is A Gift From The Market</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: This Deep Pullback Is A Gift From The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-12 10:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4540235-palantir-pullback-gift-from-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPLTR was battered in August, as it collapsed nearly 30% from its August highs to its recent bottom. Consequently, it has improved its valuation dramatically.We remain confident that Palantir's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4540235-palantir-pullback-gift-from-market\">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://seekingalpha.com/article/4540235-palantir-pullback-gift-from-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107212868","content_text":"SummaryPLTR was battered in August, as it collapsed nearly 30% from its August highs to its recent bottom. Consequently, it has improved its valuation dramatically.We remain confident that Palantir's challenges in H1'22 are transitory. Therefore, the headwinds should abate as the macro environment improves further through FY23.We surmise that the macro environment has likely reached peak hawkishness in Q2, which should be constructive for high-growth stocks like PLTR moving ahead.PLTR's price action suggests it's at a near-term bottom, given the rapid sell-off to force weak hands to capitulate.We discuss why investors should grab this opportunity to add more aggressively.ThesisWe highlighted in our post-earnings update that investors should capitalize on the dip in Palantir Technologies Inc. (NYSE:PLTR) stock, even as the market was concerned with the significant slowdown in its government growth cadence.However, PLTR was caught in the recent broad market downdraft, sending it down further as it underperformed the market. As a result, PLTR last traded close to its June lows, giving investors another fantastic opportunity to add more aggressively.We are confident that PLTR has already formed its long-term bottom in May, which should hold resiliently through the recent pullback. Furthermore, the rapid sell-off in PLTR over the past month is consistent with moves to force capitulation for the weak hands who chased the summer rally.Therefore, we urge investors to hold their positions resolutely, given the battering and more attractive valuation. Palantir could continue to experience near-term downside volatility, given its downward momentum. However, we urge investors to look ahead. We surmise the reacceleration in its revenue growth should lift buying sentiments and its operating leverage.As a result, we deduce the stars are pretty much aligned for investors to consider adding more exposure, riding the potential next wave up with the broad market.Too Much Fear, But Palantir's Valuation Held SteadilyPLTR last traded at a TTM free cash flow (FCF) multiple of 61.8x, close to its lows in May. Even though it still traded at a discernible premium, given its growth profile, that level has been supported robustly. As a result, the battering from PLTR's August highs has improved its valuation remarkably, as it collapsed nearly 38% to its August lows. We surmise that a further fall is unlikely, as Palantir is projected to recover its FCF margins through FY24.Furthermore, even the neutral consensus estimates suggest that Palantir's malaise is not structural but likely transitory, given the challenging enterprise IT environment in H1'22. Palantir has also been impacted by forex headwinds, given its ex-US revenue exposure of nearly 39% in Q2. Coupled with the worsening macro headwinds in Europe, we believe investors adjusted their expectations on Palantir's recovery cadence through FY23.As a result of the market's and Street's pessimism, Palantir would have much easier comps to lap in FY23. Moreover, as seen above, Palantir's FCF growth is expected to bottom in FY22 before growing by 116% in FY23. Therefore, we are confident that these estimates suggest that Palantir's competitive moat has not been eroded but merely a momentary slowdown in deal closures.Furthermore, Palantir's platform also demonstrated its effectiveness and capability in the recent California wildfires. Major utility players depended on Palantir's platform to manage their risks. Citi (C) highlighted in a recent commentary:There’s a lot to do to mitigate fire risks. [Palantir] offers what it calls operational artificial intelligence to help manage the complexity. Palantir’s technology even creates a meta-constellation of satellites that aggregates and analyzes imagery to help utilities and first responders. -Barron'sWe believe Palantir's unique role as a leading AI/ML platform has few close competitors. Forrester also corroborated our conviction as it rated Palantir a clear leader in the Forrester Wave: AI/ML Platforms, Q3 2022. It accentuated: \"Palantir is rooted in building data-driven intelligence applications for complex, high-value government and commercial use cases.\"Hence, we believe the momentum in those large contract deals would accrue to Palantir as macro headwinds subside. It's our conviction that macro headwinds have already reached their peak hawkishness, as we explained in our recent articles on the ProShares UltraPro QQQ ETF (TQQQ) and the ARK Innovation ETF (ARKK). Therefore, we deduce that the broad environment should be more conducive for high-growth stocks like PLTR moving ahead.Is PLTR Stock A Buy, Sell, Or Hold?PLTR's price action remains constructively configured even as it closes in on its June lows. As seen above, PLTR's rapid selldown has created a bear trap (indicating the market denied further selling downside decisively), predicated against June lows.Therefore, if PLTR can continue to base robustly in the next few weeks, we surmise that the sellers are likely getting exhausted. However, investors are encouraged to layer in, given the potential downside volatility.Notwithstanding, we like the price action, coupled with oversold momentum indicators. Therefore, we postulate that PLTR is well-positioned to stage its bottoming process, corroborated by our assessment of its valuation and improved FCF profitability, as discussed earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936345438,"gmtCreate":1662715327324,"gmtModify":1676537125721,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>up","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>up","text":"$Palantir Technologies Inc.(PLTR)$up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9936345438","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919009150,"gmtCreate":1663700592270,"gmtModify":1676537317405,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9919009150","repostId":"1182636577","repostType":4,"repost":{"id":"1182636577","kind":"news","pubTimestamp":1663661541,"share":"https://ttm.financial/m/news/1182636577?lang=&edition=fundamental","pubTime":"2022-09-20 16:12","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1182636577","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Stitch Fix and Lennar report earnings this week. They&#39;re vulnerable now.</li><li>The Merge wasn&#39;t enough to save Coinbase last week, and this week might not get any easier.</li><li>Stocks historically move higher, but Stitch Fix, Lennar, and Coinbase might fail to beat the market this week.</li></ul><p>One bad call can ruin your week. The &#34;three stocks to avoid&#34; in my column last week that I thought were going to lose to the market -- <b>Latch</b>, <b>InnovAge Holding</b>, and <b>Coinbase Gloal</b> -- fell 7%, soared 46%, and sank 8%, respectively, averaging out to a 10.3% gain.</p><p>The <b>S&amp;P 500</b> experienced a 4.8% move lower, so I was wrong, but I have still been right in 30 of the past 48 weeks.</p><p>Now let&#39;s look at the week ahead. I see <b>Stitch Fix</b>, <b>Lennar</b>, and, again, Coinbase as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74d7cd762730ff04a30505666300ee0d\" tg-width=\"800\" tg-height=\"525\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2><b>1. Stitch Fix</b></h2><p>Offering stylist-curated outfits by mail hasn&#39;t been a very good business model lately. Stitch Fix has posted four consecutive quarters of sharply decelerating revenue growth, clocking in with a decline in revenue in its latest report. This is horrible momentum heading into the fiscal fourth-quarter numbers that it will announce on Tuesday afternoon.</p><p>If the business was slowing as we clawed our way out of the pandemic, how do you think Stitch Fix will hold up now that folks are spending less money outside of food essentials? The model has gone through some changes, but it can&#39;t seem to gain traction with poorly dressed folks who would appreciate having fashionistas on their side.</p><p>The balance sheet is still in decent shape, but analysts don&#39;t see Stitch Fix turning a profit until at lest fiscal 2027. With the model being upended, it&#39;s hard to picture anything positive emerging out of this week&#39;s financial update.</p><h2><b>2. Lennar</b></h2><p>Stitch Fix isn&#39;t the only company reporting what could be problematic quarterly results. A couple of homebuilders will be reporting results on Wednesday, and Lennar is one that could disappoint the market. The Florida homebuilder has feasted from the red-hot housing market that has been particularly scintillating in the Sunshine State. The near-term outlook won&#39;t be so great.</p><p>Borrowing costs are rising. The inventory of available homes across the country is shooting higher. Sellers are slashing their asking prices. All three of these new realities will eat into Lennar&#39;s business.</p><p>The single-digit trailing-earnings multiples you see across the industry are a facade. Analysts already see Lennar&#39;s revenue and earnings per share declining 7% and 11%, respectively, next year. It could be a lot worse than that if the real estate market continues to go the wrong way.</p><p>This week&#39;s report might not be horrible, but its guidance should be cautious -- and that could be enough to spook investors.</p><h2><b>3. Coinbase</b></h2><p>Singling out Coinbase as a stock to avoid last week paid off. Shares of the country&#39;s leading crypto exchange tumbled 10%, more than double the overall market&#39;s slide. I don&#39;t usually repeat a pick after it takes a hit, but I think there could be more near-term pain here.</p><p>The Merge -- the successful migration of <b>Ethereum</b> to the more efficient proof-of-stake protocol -- didn&#39;t ease the crypto bear market last week. What&#39;s the next lever to get digital currencies rolling again? Traders are cooling on Coinbase. The $803 million it generated in revenue in its latest quarter is less than a third (yes, less than a third) of what it served up just two reports earlier.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Stitch Fix, Lennar, and Coinbase this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This Week</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\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 16:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/19/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSStitch Fix and Lennar report earnings this week. They're vulnerable now.The Merge wasn't enough to save Coinbase last week, and this week might not get any easier.Stocks historically move ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/19/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","SFIX":"Stitch Fix Inc.","LEN":"莱纳建筑公司"},"source_url":"https://www.fool.com/investing/2022/09/19/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182636577","content_text":"KEY POINTSStitch Fix and Lennar report earnings this week. They're vulnerable now.The Merge wasn't enough to save Coinbase last week, and this week might not get any easier.Stocks historically move higher, but Stitch Fix, Lennar, and Coinbase might fail to beat the market this week.One bad call can ruin your week. The \"three stocks to avoid\" in my column last week that I thought were going to lose to the market -- Latch, InnovAge Holding, and Coinbase Gloal -- fell 7%, soared 46%, and sank 8%, respectively, averaging out to a 10.3% gain.The S&P 500 experienced a 4.8% move lower, so I was wrong, but I have still been right in 30 of the past 48 weeks.Now let's look at the week ahead. I see Stitch Fix, Lennar, and, again, Coinbase as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.IMAGE SOURCE: GETTY IMAGES.1. Stitch FixOffering stylist-curated outfits by mail hasn't been a very good business model lately. Stitch Fix has posted four consecutive quarters of sharply decelerating revenue growth, clocking in with a decline in revenue in its latest report. This is horrible momentum heading into the fiscal fourth-quarter numbers that it will announce on Tuesday afternoon.If the business was slowing as we clawed our way out of the pandemic, how do you think Stitch Fix will hold up now that folks are spending less money outside of food essentials? The model has gone through some changes, but it can't seem to gain traction with poorly dressed folks who would appreciate having fashionistas on their side.The balance sheet is still in decent shape, but analysts don't see Stitch Fix turning a profit until at lest fiscal 2027. With the model being upended, it's hard to picture anything positive emerging out of this week's financial update.2. LennarStitch Fix isn't the only company reporting what could be problematic quarterly results. A couple of homebuilders will be reporting results on Wednesday, and Lennar is one that could disappoint the market. The Florida homebuilder has feasted from the red-hot housing market that has been particularly scintillating in the Sunshine State. The near-term outlook won't be so great.Borrowing costs are rising. The inventory of available homes across the country is shooting higher. Sellers are slashing their asking prices. All three of these new realities will eat into Lennar's business.The single-digit trailing-earnings multiples you see across the industry are a facade. Analysts already see Lennar's revenue and earnings per share declining 7% and 11%, respectively, next year. It could be a lot worse than that if the real estate market continues to go the wrong way.This week's report might not be horrible, but its guidance should be cautious -- and that could be enough to spook investors.3. CoinbaseSingling out Coinbase as a stock to avoid last week paid off. Shares of the country's leading crypto exchange tumbled 10%, more than double the overall market's slide. I don't usually repeat a pick after it takes a hit, but I think there could be more near-term pain here.The Merge -- the successful migration of Ethereum to the more efficient proof-of-stake protocol -- didn't ease the crypto bear market last week. What's the next lever to get digital currencies rolling again? Traders are cooling on Coinbase. The $803 million it generated in revenue in its latest quarter is less than a third (yes, less than a third) of what it served up just two reports earlier.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Stitch Fix, Lennar, and Coinbase this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952952506,"gmtCreate":1674383606606,"gmtModify":1676538938923,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$ </a><a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$&nbsp;</a> &nbsp;","listText":"<a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$ </a><a href=\"https://ttm.financial/OPT/AMD 20230127 65.0 PUT\">$AMD 20230127 65.0 PUT$&nbsp;</a> &nbsp;","text":"$AMD 20230127 65.0 PUT$ $AMD 20230127 65.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/fbabeb49dd645eb92e5dcaf3d72c3961","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952952506","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9969977166,"gmtCreate":1668337200656,"gmtModify":1676538042862,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishup","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishup","text":"$Palantir Technologies Inc.(PLTR)$ BullishBullishup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969977166","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984038915,"gmtCreate":1667485653437,"gmtModify":1676537925976,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"OK&nbsp;","listText":"OK&nbsp;","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984038915","repostId":"1140345690","repostType":4,"repost":{"id":"1140345690","kind":"news","pubTimestamp":1667488558,"share":"https://ttm.financial/m/news/1140345690?lang=&edition=fundamental","pubTime":"2022-11-03 23:15","market":"us","language":"en","title":"Meta’s Meltdown Shows How Big Tech’s Invincible Era Is Over","url":"https://stock-news.laohu8.com/highlight/detail?id=1140345690","media":"Bloomberg","summary":"For years, $Facebook(META)$, $Amazn(AMZN)$, $Apple(AAPL)$, $Netflix(NFLX)$ and $Google(GOOGL)$—the revered FAANG companies—were great investments. But a brutal quarter has revealed that they’re no lon","content":"<html><head></head><body><blockquote>For years, <a href=\"https://laohu8.com/S/META\">Facebook</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazn</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> and <a href=\"https://laohu8.com/S/GOOGL\">Google</a>—the revered FAANG companies—were great investments. But a brutal quarter has revealed that they’re no longer sure things.</blockquote><p>When a big stock dives, as Meta Platforms Inc. did on Oct. 27, dropping almost 25%, investors are often urged to take the long view of its performance. In this case, it hardly helps. If you bought Meta five years ago—back when the company was still known as Facebook—you’d be down about 49%, in a period when the S&amp;P 500 climbed 45%. Meta has not only erased its gains from the pandemic, which turned social media into an essential technology, but also fallen back to where it was in 2015.</p><p>Meta isn’t just another stock—it was a constituent of the FAANG group, investors’ shorthand for a set of seemingly invincible technology companies. Along with the former Facebook, there were Amazon.com, Apple, Netflix and Google parent Alphabet. Despite their high valuations, many investors regarded these stocks as safe investments, because together they captured where so much of the economy’s growth seemed to be—from retailing to entertainment to smartphones—while also commanding strong balance sheets and huge scale to fend off rivals. Today, even though the five stocks still make up over 13% of the market value of the S&amp;P 500, the FAANG narrative seems like it’s over for good.</p><p>It’s partly a story specific to Meta and increasing skepticism about Chief Executive Officer Mark Zuckerberg’s focus on a still-hazy venture called the metaverse. But it’s also a story about how investors have changed their thinking about companies’ promises of long-run growth versus the profits they can deliver in the next few quarters or years. Although their declines in the past 12 months aren’t as deep as Meta’s 72% drop, most of the other FAANGs have had a rough time, with losses of 40% to 60%. Only Apple Inc. has treaded water. “Investors are having a crisis of confidence in growth,” says Gene Munster, co-founder of Loup Ventures, a technology investment firm. Big Tech investors are embracing the idea that a slowdown “could go on for years.”</p><p><img src=\"https://static.tigerbbs.com/a2defd735c29b49b3a82c0d2b0d1bfc3\" tg-width=\"741\" tg-height=\"630\" referrerpolicy=\"no-referrer\"/>Investors’ worries about Meta had been building for months. In February the company suffered the worst single-day valuation drop in US stock market history, erasing more than $251 billion, after reporting a drop in Facebook’s daily active users. The catalyst for October’s tumble was another grim earnings report that showed revenue shrinking. But on top of that, Meta pledged to spend even more on investments in technology hardware to facilitate its shift toward the metaverse, a fledgling immersive digital world.</p><p>In remarks to analysts, Zuckerberg said the company was doing leading work on the metaverse and that it’s “often going to take a few versions of each product before they become mainstream.” There are still long-term Meta optimists. Munster says if there’s a next step for social media beyond mobile phones, just a few companies will be able to dominate “and they’re one of them.”</p><p>But the message from shareholders so far has been clear: They don’t want to gamble on a next big thing that could take years to pay off, and they want better performance from the core social media brands. That’s a common-sense approach, but one that hasn’t always been applied to Big Tech, where winners often pivot from one business to the next as growth seems to top out. Netflix was DVDs in the mail, then streaming, then a Hollywood player to rival Walt Disney Co. Amazon was books, then a general retail colossus plus cloud computing plus microphones in your house. Facebook was a homepage for college students, then a news feed, and then morphed into mobile media with messaging and photos and video as it became Meta.</p><p>“Facebook proved itself to be a successful company that started with nothing and gained everything,” says Marshall Front, chief investment officer at Front Barnett Associates. “The question is, can they do this again? There is a lot of skepticism out there.” The new wariness may stem partly from how speculative the metaverse is. Meanwhile, the core existing business is slowing down. Meta averaged annual revenue growth of about 42% from 2013 through 2021. This year, the company’s sales are projected to shrink by 1%, according to the average of analyst estimates compiled by Bloomberg. There’s fierce competition from TikTok and worries about advertisers cutting spending further in a possible recession, which have also weighed on other social media companies. (Snap Inc. is down 79% this year.)</p><p>But investors’ loss of faith has been magnified by a jump in interest rates as the Federal Reserve attempts to rein in high inflation. Rising rates can have a particularly strong effect on technology companies, because their valuations are based on the promise of bigger profits further into the future. To put a present value on yet-to-be-delivered earnings, number crunchers use interest rates to discount them. The higher the rate, the less future profits are worth today. More generally, when rates are higher, investors may not be willing to pay as much to bet on less certain, more distant profits.</p><p>Of course, this isn’t the first time the tech giants’ share prices have come under fire. They tumbled at the onset of the pandemic in 2020 along with everything else, before climbing to new heights when they turned out to be the winners in a locked-down economy. They were also hammered the last time the Fed hiked interest rates in late 2018, which raised fears about a potential recession. That time, too, they rallied back within a few months.</p><p>Eleven months into this selloff, there are few signs that we’re near the end. Inflation is still rampant, and Fed officials have signaled they won’t let up until there’s been more progress in cooling prices. Valuations are cheaper, but still buyers aren’t enticed. Meta traded at more than 50 times projected profits in the years after its 2012 initial public offering. It’s now priced at nine times, in a league with Elmer’s glue maker Newell Brands Inc. and appliance maker Whirlpool Corp.</p><p>Things could change as the macroeconomic picture shifts, but for now investors are feeling guarded. “Investors have questioned whether the pivot to the metaverse prevented the company from committing even more capital to other areas of growth,” says Scott Kessler, global sector lead for technology at investment researcher Third Bridge, speaking of Meta. “They made a huge commitment and perhaps it was too much, too soon.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta’s Meltdown Shows How Big Tech’s Invincible Era Is Over</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\">\nMeta’s Meltdown Shows How Big Tech’s Invincible Era Is Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-03/meta-meta-stock-price-underscores-faang-company-troubles><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For years, Facebook, Amazn, Apple, Netflix and Google—the revered FAANG companies—were great investments. But a brutal quarter has revealed that they’re no longer sure things.When a big stock dives, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-03/meta-meta-stock-price-underscores-faang-company-troubles\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","NFLX":"奈飞","AMZN":"亚马逊","GOOG":"谷歌"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-03/meta-meta-stock-price-underscores-faang-company-troubles","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140345690","content_text":"For years, Facebook, Amazn, Apple, Netflix and Google—the revered FAANG companies—were great investments. But a brutal quarter has revealed that they’re no longer sure things.When a big stock dives, as Meta Platforms Inc. did on Oct. 27, dropping almost 25%, investors are often urged to take the long view of its performance. In this case, it hardly helps. If you bought Meta five years ago—back when the company was still known as Facebook—you’d be down about 49%, in a period when the S&P 500 climbed 45%. Meta has not only erased its gains from the pandemic, which turned social media into an essential technology, but also fallen back to where it was in 2015.Meta isn’t just another stock—it was a constituent of the FAANG group, investors’ shorthand for a set of seemingly invincible technology companies. Along with the former Facebook, there were Amazon.com, Apple, Netflix and Google parent Alphabet. Despite their high valuations, many investors regarded these stocks as safe investments, because together they captured where so much of the economy’s growth seemed to be—from retailing to entertainment to smartphones—while also commanding strong balance sheets and huge scale to fend off rivals. Today, even though the five stocks still make up over 13% of the market value of the S&P 500, the FAANG narrative seems like it’s over for good.It’s partly a story specific to Meta and increasing skepticism about Chief Executive Officer Mark Zuckerberg’s focus on a still-hazy venture called the metaverse. But it’s also a story about how investors have changed their thinking about companies’ promises of long-run growth versus the profits they can deliver in the next few quarters or years. Although their declines in the past 12 months aren’t as deep as Meta’s 72% drop, most of the other FAANGs have had a rough time, with losses of 40% to 60%. Only Apple Inc. has treaded water. “Investors are having a crisis of confidence in growth,” says Gene Munster, co-founder of Loup Ventures, a technology investment firm. Big Tech investors are embracing the idea that a slowdown “could go on for years.”Investors’ worries about Meta had been building for months. In February the company suffered the worst single-day valuation drop in US stock market history, erasing more than $251 billion, after reporting a drop in Facebook’s daily active users. The catalyst for October’s tumble was another grim earnings report that showed revenue shrinking. But on top of that, Meta pledged to spend even more on investments in technology hardware to facilitate its shift toward the metaverse, a fledgling immersive digital world.In remarks to analysts, Zuckerberg said the company was doing leading work on the metaverse and that it’s “often going to take a few versions of each product before they become mainstream.” There are still long-term Meta optimists. Munster says if there’s a next step for social media beyond mobile phones, just a few companies will be able to dominate “and they’re one of them.”But the message from shareholders so far has been clear: They don’t want to gamble on a next big thing that could take years to pay off, and they want better performance from the core social media brands. That’s a common-sense approach, but one that hasn’t always been applied to Big Tech, where winners often pivot from one business to the next as growth seems to top out. Netflix was DVDs in the mail, then streaming, then a Hollywood player to rival Walt Disney Co. Amazon was books, then a general retail colossus plus cloud computing plus microphones in your house. Facebook was a homepage for college students, then a news feed, and then morphed into mobile media with messaging and photos and video as it became Meta.“Facebook proved itself to be a successful company that started with nothing and gained everything,” says Marshall Front, chief investment officer at Front Barnett Associates. “The question is, can they do this again? There is a lot of skepticism out there.” The new wariness may stem partly from how speculative the metaverse is. Meanwhile, the core existing business is slowing down. Meta averaged annual revenue growth of about 42% from 2013 through 2021. This year, the company’s sales are projected to shrink by 1%, according to the average of analyst estimates compiled by Bloomberg. There’s fierce competition from TikTok and worries about advertisers cutting spending further in a possible recession, which have also weighed on other social media companies. (Snap Inc. is down 79% this year.)But investors’ loss of faith has been magnified by a jump in interest rates as the Federal Reserve attempts to rein in high inflation. Rising rates can have a particularly strong effect on technology companies, because their valuations are based on the promise of bigger profits further into the future. To put a present value on yet-to-be-delivered earnings, number crunchers use interest rates to discount them. The higher the rate, the less future profits are worth today. More generally, when rates are higher, investors may not be willing to pay as much to bet on less certain, more distant profits.Of course, this isn’t the first time the tech giants’ share prices have come under fire. They tumbled at the onset of the pandemic in 2020 along with everything else, before climbing to new heights when they turned out to be the winners in a locked-down economy. They were also hammered the last time the Fed hiked interest rates in late 2018, which raised fears about a potential recession. That time, too, they rallied back within a few months.Eleven months into this selloff, there are few signs that we’re near the end. Inflation is still rampant, and Fed officials have signaled they won’t let up until there’s been more progress in cooling prices. Valuations are cheaper, but still buyers aren’t enticed. Meta traded at more than 50 times projected profits in the years after its 2012 initial public offering. It’s now priced at nine times, in a league with Elmer’s glue maker Newell Brands Inc. and appliance maker Whirlpool Corp.Things could change as the macroeconomic picture shifts, but for now investors are feeling guarded. “Investors have questioned whether the pivot to the metaverse prevented the company from committing even more capital to other areas of growth,” says Scott Kessler, global sector lead for technology at investment researcher Third Bridge, speaking of Meta. “They made a huge commitment and perhaps it was too much, too soon.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981237270,"gmtCreate":1666511199290,"gmtModify":1676537764281,"author":{"id":"4089774780695360","authorId":"4089774780695360","name":"joshuanoob","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089774780695360","authorIdStr":"4089774780695360"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981237270","repostId":"2277255340","repostType":4,"repost":{"id":"2277255340","kind":"highlight","pubTimestamp":1666481958,"share":"https://ttm.financial/m/news/2277255340?lang=&edition=fundamental","pubTime":"2022-10-23 07:39","market":"us","language":"en","title":"Palantir: My Top Stock For The Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2277255340","media":"seekingalpha","summary":"Palantir is one of the most controversial companies in America. Either you love it, hate it, or have","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> is one of the most controversial companies in America. Either you love it, hate it, or have no idea what the company does. I love Palantir, and I&#39;ll tell you why. Palantir is a unique, dominant, market-leading company with excellent growth prospects and remarkable long-term profitability potential. Additionally, many investors may view Palantir as a government contractor, but the company&#39;s immense growth and profitability potential are in the private sector.</p><p>Moreover, Palantir&#39;s technical image looks increasingly bullish, and sentiment should improve soon. Palantir is releasing its Q3 earnings <i>on November 7th,</i> and while the company missed estimates slightly in the Q2 quarter, I believe the Q3 quarter will be much better. Therefore, we could see Palantir&#39;s share price rise sharply post-earnings, and we should see Palantir&#39;s stock appreciate considerably as the company advances in future years.</p><h2>Technical Image - Getting Bullish Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/c1754195324965b32d775196cfaa9427\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR (StockCharts.com)</p><p>Palantir hit a low of around $6 back in May. The stock was grossly oversold then and hasn&#39;t gone that low since, despite the broader market dropping significantly. Remarkably, when the stock hit its low of around $6, it was down by roughly 87% from its post-IPO high, and even at today&#39;s price, Palantir is still 82% below its early 2021 levels. Now we see the trend evening out, and Palantir has gone sideways in the last six months while the broader market has been making new lows. This divergence is very constrictive, which implies that the ultimate low was likely achieved in May. We also see significant improvements in technical indicators like the CCI and the full stochastic, illustrating that momentum and sentiment are improving. The overall technical image suggests that the worst is behind Palantir, and the stock could rise sharply soon.</p><h2>Last Quarter - Better Than It Seems</h2><p>Palantir missed its consensus EPS estimate by 4 cents. In my last Palantir article, I wrote that investors should be focused more on long-term prospects than &#34;counting pennies.&#34; Palantir is a hyper-growth company with remarkable long-term profitability potential. Does it matter if Palantir now makes 3 cents per share or loses 1 cent per share? I think there are more important factors to consider.</p><p><b>For Instance: Palantir&#39;s Q2 Highlights</b></p><p><img src=\"https://static.tigerbbs.com/c8579b5b90122341ce762089831b04c9\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Q2 highlights (investors.palantir.com)</p><p>YoY revenue surged by 26%. Moreover, U.S. revenue skyrocketed by 45% YoY. I want to stress a crucial point here. Some market participants may believe that Palantir&#39;s potential relies primarily on government contracts. However, I view Palantir much differently. While Palantir is a great friend of the government and receives stellar contracts, the company&#39;s true potential is in the private sector.</p><p>Commercial revenue grew by 46% YoY. Remarkably, U.S. commercial revenue soared by 120% YoY. Additionally, U.S. government revenue growth remained robust, coming in at 27% YoY. Perhaps the most staggering statistic is that Palantir&#39;s U.S. commercial customer count increased by a mind-boggling 250% YoY, from 34 customers in Q2 2021 to 119 customers in Q2 2022. This dynamic illustrates that Palantir&#39;s commercial business is expanding very rapidly. Moreover, Palantir has yet to show revenues and earnings pertaining to its business&#39;s rapidly growing commercial segment. Therefore, Palantir&#39;s commercial growth should continue, and the company&#39;s future revenues and profits could be well above most analyst estimates.</p><h2>Outlook For Next Quarter</h2><p></p><p><img src=\"https://static.tigerbbs.com/99ec43c50a74cf2973056799e9d195a5\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>EPS estimates (SeekingAlpha.com)</p><p>Most analysts are looking for approximately 2 cents in EPS and around $475 million in revenues for the last quarter. However, Palantir can probably surpass these estimates. Many analysts have been overly pessimistic about Palantir, and its prospects and consensus figures may be lowballed at this point. I believe Palantir can deliver 3 cents per share and roughly $480 million in revenues for the third quarter. While a one-cent beat is nothing to get too excited about, it should demonstrate that Palantir will likely become more profitable sooner than expected. Also, even a small beat could send Palantir&#39;s badly beaten-down stock substantially higher from current levels.</p><h2>Palantir&#39;s Tremendous Long-Term Potential</h2><p><b>Revenue Estimates</b></p><p><img src=\"https://static.tigerbbs.com/2fd5fbf12660cc40972dfb9ffb274b0c\" tg-width=\"640\" tg-height=\"203\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Revenue estimates (SeekingAlpha.com)</p><p>Consensus estimates imply that Palantir&#39;s revenues are set to rise to approximately $2.4 billion next year and roughly $3 billion in 2024. However, revenue estimates may be lowballed here, and I expect Palantir to deliver closer to $2.5 billion in revenues next year and roughly $3.3 billion in 2024. Due to Palantir&#39;s remarkably long growth runway, the company can probably deliver 25-30% YoY revenue growth through 2030. Given that Palantir&#39;s market cap is only around $16 billion, it&#39;s trading at fewer than five times 2024 sales estimates, which is remarkably cheap for a hyper-growth company.</p><p><b>EPS Estimates</b></p><p><img src=\"https://static.tigerbbs.com/2a8abaf651474fdacf4dc691cd68c960\" tg-width=\"640\" tg-height=\"199\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>EPS estimates (SeekingAlpha.com)</p><p>We see Palantir&#39;s consensus EPS estimates going from just 5 cents this year to 16 cents next year and 25 cents in 2024. I also believe that current estimates are lowballed, and we may see closer to 25 cents in EPS next year. After 2023 we can probably see sustainable YoY EPS growth of 30-50% for several years, plausibly through 2030.</p><p><b>Here is what Palantir&#39;s financials could look like in future years:</b></p><table><tbody><tr><td><b>Year</b></td><td><b>2022</b></td><td><b>2023</b></td><td><b>2024</b></td><td><b>2025</b></td><td><b>2026</b></td><td><b>2027</b></td><td><b>2028</b></td><td><b>2029</b></td><td><b>2030</b></td></tr><tr><td><b>Revenue Bs</b></td><td>$1.9</td><td>$2.5</td><td>$3.3</td><td>$4.3</td><td>$5.6</td><td>$7.3</td><td>$9.3</td><td>$11.2</td><td>$14.7</td></tr><tr><td><b>Revenue growth</b></td><td>24%</td><td>31%</td><td>32%</td><td>31%</td><td>30%</td><td>29%</td><td>28%</td><td>27%</td><td>25%</td></tr><tr><td><b>EPS</b></td><td>$0.05</td><td>$0.25</td><td>$0.38</td><td>$0.56</td><td>$0.84</td><td>$1.26</td><td>$1.83</td><td>$2.66</td><td>$3.73</td></tr><tr><td><b>Forward P/E</b></td><td>32</td><td>35</td><td>37</td><td>40</td><td>40</td><td>40</td><td>38</td><td>37</td><td>35</td></tr><tr><td><b>Stock price</b></td><td>$8</td><td>$13</td><td>$21</td><td>$34</td><td>$50</td><td>$75</td><td>$101</td><td>$138</td><td>$150</td></tr></tbody></table><p>Source: The Financial Prophet</p><p>While my estimates may appear slightly aggressive, my near-term projections align with higher-end analysts&#39; estimates. Also, Palantir has commanded a relatively high P/E ratio in the past, and given the company&#39;s unique dynamics, a forward P/E topping out at around 40 does not seem unreasonable. Furthermore, we must consider that Palantir&#39;s commercial side of the business is the key to Palantir&#39;s long-term growth, profitability, and success. Given the recent growth statistics, Palantir&#39;s superior products, and the sticky nature of its services, the company should continue expanding its commercial operations rapidly and its stock should appreciate considerably in the coming years.</p><h2><b>Risks to Palantir</b></h2><p>Despite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.</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: My Top Stock 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\">\nPalantir: My Top Stock For The Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-23 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548086-palantir-my-top-stock-for-the-next-decade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir is one of the most controversial companies in America. Either you love it, hate it, or have no idea what the company does. I love Palantir, and I'll tell you why. Palantir is a unique, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4548086-palantir-my-top-stock-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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4548086-palantir-my-top-stock-for-the-next-decade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2277255340","content_text":"Palantir is one of the most controversial companies in America. Either you love it, hate it, or have no idea what the company does. I love Palantir, and I'll tell you why. Palantir is a unique, dominant, market-leading company with excellent growth prospects and remarkable long-term profitability potential. Additionally, many investors may view Palantir as a government contractor, but the company's immense growth and profitability potential are in the private sector.Moreover, Palantir's technical image looks increasingly bullish, and sentiment should improve soon. Palantir is releasing its Q3 earnings on November 7th, and while the company missed estimates slightly in the Q2 quarter, I believe the Q3 quarter will be much better. Therefore, we could see Palantir's share price rise sharply post-earnings, and we should see Palantir's stock appreciate considerably as the company advances in future years.Technical Image - Getting Bullish NowPLTR (StockCharts.com)Palantir hit a low of around $6 back in May. The stock was grossly oversold then and hasn't gone that low since, despite the broader market dropping significantly. Remarkably, when the stock hit its low of around $6, it was down by roughly 87% from its post-IPO high, and even at today's price, Palantir is still 82% below its early 2021 levels. Now we see the trend evening out, and Palantir has gone sideways in the last six months while the broader market has been making new lows. This divergence is very constrictive, which implies that the ultimate low was likely achieved in May. We also see significant improvements in technical indicators like the CCI and the full stochastic, illustrating that momentum and sentiment are improving. The overall technical image suggests that the worst is behind Palantir, and the stock could rise sharply soon.Last Quarter - Better Than It SeemsPalantir missed its consensus EPS estimate by 4 cents. In my last Palantir article, I wrote that investors should be focused more on long-term prospects than \"counting pennies.\" Palantir is a hyper-growth company with remarkable long-term profitability potential. Does it matter if Palantir now makes 3 cents per share or loses 1 cent per share? I think there are more important factors to consider.For Instance: Palantir's Q2 HighlightsQ2 highlights (investors.palantir.com)YoY revenue surged by 26%. Moreover, U.S. revenue skyrocketed by 45% YoY. I want to stress a crucial point here. Some market participants may believe that Palantir's potential relies primarily on government contracts. However, I view Palantir much differently. While Palantir is a great friend of the government and receives stellar contracts, the company's true potential is in the private sector.Commercial revenue grew by 46% YoY. Remarkably, U.S. commercial revenue soared by 120% YoY. Additionally, U.S. government revenue growth remained robust, coming in at 27% YoY. Perhaps the most staggering statistic is that Palantir's U.S. commercial customer count increased by a mind-boggling 250% YoY, from 34 customers in Q2 2021 to 119 customers in Q2 2022. This dynamic illustrates that Palantir's commercial business is expanding very rapidly. Moreover, Palantir has yet to show revenues and earnings pertaining to its business's rapidly growing commercial segment. Therefore, Palantir's commercial growth should continue, and the company's future revenues and profits could be well above most analyst estimates.Outlook For Next QuarterEPS estimates (SeekingAlpha.com)Most analysts are looking for approximately 2 cents in EPS and around $475 million in revenues for the last quarter. However, Palantir can probably surpass these estimates. Many analysts have been overly pessimistic about Palantir, and its prospects and consensus figures may be lowballed at this point. I believe Palantir can deliver 3 cents per share and roughly $480 million in revenues for the third quarter. While a one-cent beat is nothing to get too excited about, it should demonstrate that Palantir will likely become more profitable sooner than expected. Also, even a small beat could send Palantir's badly beaten-down stock substantially higher from current levels.Palantir's Tremendous Long-Term PotentialRevenue EstimatesRevenue estimates (SeekingAlpha.com)Consensus estimates imply that Palantir's revenues are set to rise to approximately $2.4 billion next year and roughly $3 billion in 2024. However, revenue estimates may be lowballed here, and I expect Palantir to deliver closer to $2.5 billion in revenues next year and roughly $3.3 billion in 2024. Due to Palantir's remarkably long growth runway, the company can probably deliver 25-30% YoY revenue growth through 2030. Given that Palantir's market cap is only around $16 billion, it's trading at fewer than five times 2024 sales estimates, which is remarkably cheap for a hyper-growth company.EPS EstimatesEPS estimates (SeekingAlpha.com)We see Palantir's consensus EPS estimates going from just 5 cents this year to 16 cents next year and 25 cents in 2024. I also believe that current estimates are lowballed, and we may see closer to 25 cents in EPS next year. After 2023 we can probably see sustainable YoY EPS growth of 30-50% for several years, plausibly through 2030.Here is what Palantir's financials could look like in future years:Year202220232024202520262027202820292030Revenue Bs$1.9$2.5$3.3$4.3$5.6$7.3$9.3$11.2$14.7Revenue growth24%31%32%31%30%29%28%27%25%EPS$0.05$0.25$0.38$0.56$0.84$1.26$1.83$2.66$3.73Forward P/E323537404040383735Stock price$8$13$21$34$50$75$101$138$150Source: The Financial ProphetWhile my estimates may appear slightly aggressive, my near-term projections align with higher-end analysts' estimates. Also, Palantir has commanded a relatively high P/E ratio in the past, and given the company's unique dynamics, a forward P/E topping out at around 40 does not seem unreasonable. Furthermore, we must consider that Palantir's commercial side of the business is the key to Palantir's long-term growth, profitability, and success. Given the recent growth statistics, Palantir's superior products, and the sticky nature of its services, the company should continue expanding its commercial operations rapidly and its stock should appreciate considerably in the coming years.Risks to PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}