jimcm personal page - To The Moon

jimcm

jimcm

No personal profile

383Follow

0Followers

1Topic

0Badge

2022-09-28

👌

@highhand:$KEPPEL DC REIT(AJBU.SI)$A few weeks ago I wrote about Keppel DC REIT and its support level.Well, that's all been crushed to smithereens. We are back to prehistoric times of COVID support / low at 1.644. Keppel DC is trading at 1.68 as we speak. If this breaks, I'm putting my neck out there and saying next support is 1.566 formed between July to Sep 2019. Note that support/resistance levels from a long time back may have lower impact than recently established levels.CAPITAL OUTFLOW TO OTHER FIXED INCOME The drop in REITs share price is almost global. As 5% Fed terminal rate in 2023 is anticipated, yield in other fixed income assets (e.g. bonds) increases. When yield of these&nbs

2022-09-26

😁

Cloudflare: Every Cloud Has A Silver Lining

2022-08-27

👍

@Lionel8383:$Apple(AAPL)$Heading towards the next iPhone 14! Maybe I should get a new MacBook Pro M2 if it launches at the same event!

2022-05-13

Good article

Sorry, the original content has been removed

2022-03-12

Agree

Sorry, the original content has been removed

2021-08-16

Ops

Sorry, the original content has been removed

2021-08-11

Good call

Sorry, the original content has been removed

2021-08-04

Scam

Sorry, the original content has been removed

2021-08-04

No

Can Amazon stock take off again?

2021-08-03

Ooo

This Could Be Pfizer's Next COVID Blockbuster -- and It Isn't a Vaccine

2021-08-03

Wtf

Sorry, the original content has been removed

2021-08-03

Wtf

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":4089870511727540,"uuid":"4089870511727540","gmtCreate":1626767474182,"gmtModify":1628004308644,"name":"jimcm","pinyin":"jimcm","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":383,"tweetSize":13,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9918616410,"gmtCreate":1664376137131,"gmtModify":1676537443333,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918616410","repostId":"9918172867","repostType":1,"repost":{"id":9918172867,"gmtCreate":1664345195560,"gmtModify":1676537437652,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a><v-v data-views=\"0\"></v-v>A few weeks ago I wrote about Keppel DC REIT and its support level.Well, that's all been crushed to smithereens.&nbsp;We are back to prehistoric&nbsp;times of COVID support / low at 1.644. Keppel DC is trading at 1.68 as we speak.&nbsp;If this breaks, I'm putting my neck out there and saying next support is 1.566 formed between July to Sep 2019. Note that support/resistance levels from a long time back may have lower impact than recently established levels.CAPITAL OUTFLOW TO OTHER FIXED INCOME&nbsp;The drop in REITs share price is almost global.&nbsp; As 5% Fed terminal rate in 2023 is anticipated, yield in other fixed income assets (e.g. bonds) increases.&nbsp;When&nbsp;yield of&nbsp;these&amp;nbs","listText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a><v-v data-views=\"0\"></v-v>A few weeks ago I wrote about Keppel DC REIT and its support level.Well, that's all been crushed to smithereens.&nbsp;We are back to prehistoric&nbsp;times of COVID support / low at 1.644. Keppel DC is trading at 1.68 as we speak.&nbsp;If this breaks, I'm putting my neck out there and saying next support is 1.566 formed between July to Sep 2019. Note that support/resistance levels from a long time back may have lower impact than recently established levels.CAPITAL OUTFLOW TO OTHER FIXED INCOME&nbsp;The drop in REITs share price is almost global.&nbsp; As 5% Fed terminal rate in 2023 is anticipated, yield in other fixed income assets (e.g. bonds) increases.&nbsp;When&nbsp;yield of&nbsp;these&amp;nbs","text":"$KEPPEL DC REIT(AJBU.SI)$A few weeks ago I wrote about Keppel DC REIT and its support level.Well, that's all been crushed to smithereens. We are back to prehistoric times of COVID support / low at 1.644. Keppel DC is trading at 1.68 as we speak. If this breaks, I'm putting my neck out there and saying next support is 1.566 formed between July to Sep 2019. Note that support/resistance levels from a long time back may have lower impact than recently established levels.CAPITAL OUTFLOW TO OTHER FIXED INCOME The drop in REITs share price is almost global. As 5% Fed terminal rate in 2023 is anticipated, yield in other fixed income assets (e.g. bonds) increases. When yield of these&nbs","images":[{"img":"https://community-static.tradeup.com/news/536158cdb4713aa4094a08d5d598c800","width":"2400","height":"1080"},{"img":"https://community-static.tradeup.com/news/94038221789e70eddf2d596fe5ccdb1e","width":"1080","height":"2024"},{"img":"https://community-static.tradeup.com/news/91405fc0b889b334d71ca9357d85e5e5","width":"2400","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918172867","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911656356,"gmtCreate":1664199855875,"gmtModify":1676537408380,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"😁","listText":"😁","text":"😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911656356","repostId":"2269416801","repostType":4,"repost":{"id":"2269416801","pubTimestamp":1664181782,"share":"https://www.laohu8.com/m/news/2269416801?lang=&edition=full","pubTime":"2022-09-26 16:43","market":"us","language":"en","title":"Cloudflare: Every Cloud Has A Silver Lining","url":"https://stock-news.laohu8.com/highlight/detail?id=2269416801","media":"seekingalpha","summary":"Cloudflare  is on a mission to \"build a better internet\", the company plans to do this through its v","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NET\">Cloudflare </a> is on a mission to &#34;build a better internet&#34;, the company plans to do this through its vast network of data centers globally. Its stock price has been butchered by 74% from its all-time highs, due to the high inflation and rising interest rate environment which has compressed the valuation multiples of &#34;growth stocks&#34;. However, the business has still been growing strong and recently beat both revenue and earnings estimates in the second quarter. In this post, I&#39;m going to break down the business model, financials, and valuation, let&#39;s dive in.</p><p><img src=\"https://static.tigerbbs.com/91d10a4b9d4f76868030b810f15ebd9b\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><h2>Business Model</h2><p>Cloudflare is one of the world&#39;s most widely used Content Delivery Networks [CDNs] and Cloud Security platforms. A CDN basically consists of a network of data centers all over the world that hold a &#34;cached&#34; version of a website you are visiting. For example, imagine you&#39;re in Los Angeles, California, and want to access a website that is based in Japan. Then rather than you trying to pull the files directly from Japan, the website will likely have a copy or cached version of the website at a data center in Los Angeles. A closer data center means, the website request is likely to be executed much faster and provides a better user experience. In addition, this acts as a nice security measure which means if there is a hack or disaster in one data center, you should still be able to receive the website files from another, in networking we call this &#34;redundancy&#34;.</p><p>Cloudflare operates at a ginormous scale and the company estimates 95% of the world&#39;s population is within just 50 milliseconds of a Cloudflare data center. The business has coverage across over 100 countries and 250 cities, which includes China. Cloudflare also has plans to link over 1000 office buildings and multi-dwelling apartment buildings directly into their network.</p><p><img src=\"https://static.tigerbbs.com/b9c4bde1959385cb289810f199c486a1\" tg-width=\"640\" tg-height=\"208\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cloudflare Map (Investor presentation 2022)</p><p>Cloudflare is not just a CDN, as you can see from the graphic below the business is using its global network or backbone to build SaaS applications and services on top. Cloudflare One is its flagship platform which provides three main services; a Zero Trust service, Network services, and applications.</p><p></p><p><img src=\"https://static.tigerbbs.com/bf80000163e62e35d26970c14eda9b0a\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cloud Platform (Q2 Earnings)</p><p></p><p>Zero Trust is a cybersecurity framework that aims to give users on a network &#34;least privileged access&#34;. This basically means that users are only given access to the applications they need, for example; the manufacturing department is given access to an inventory database but not to finance applications. This may seem like common sense but most networks are setup in the opposite way in that once you log in you can access pretty much everything, this is really dangerous when it comes to cyberattacks as hackers can move laterally.</p><p>A Zero Trust Network Architecture can be combined with private routing can effectively offer a faster, safer alternative to a Virtual Private Network or VPN. This is especially necessary given the rise in hybrid workforces, which must access a corporate network remotely. The main competitor and market leader in Zero Trust Networks is Zscaler (ZS) a stock I have covered previously. However, due to the market size and growth Cloudflare still has an opportunity to gain traction. The Zero Trust security market was worth $23 billion in 2021 and is forecasted to grow at a compounded annual growth rate [CAGR] of 17.5% and reach nearly $100 billion by 2030.</p><p>Cloudflare&#39;s Network services consist of firewalls and wide area network [WAN] as a service. A WAN is basically used by corporations to connect different regional offices on the same network. In addition, Cloudflare offers DDoS [Distributed Denial of Services] protection which helps to prevent a popular cybersecurity attack. A DDoS attack effectively overloads the capacity of a server with multiple requests. If you have a corporate network with physical hardware it can only handle so many requests. Whereas, with the cloud, an overload is much more difficult as they would have to try and take down multiple data centers.</p><p>Cloudflare also offers applications such as DNS [Domain Name System] which translates a website name such as &#34;Google.com&#34; into the IP address of the server which hosts the website.</p><p>The cloud industry is dominated by the three main titans, Amazon (AMZN) with AWS, Microsoft Azure (MSFT), and Google Cloud (GOOG) (GOOGL). Cloudflare doesn&#39;t have anywhere near the scale or technology prowess that these businesses have. However, the business does offer a great alternative as a &#34;hybrid&#34; cloud provider as the platform can be used to integrate with AWS, Azure, and Google cloud, as well as on-premises hardware.</p><p></p><p><img src=\"https://static.tigerbbs.com/0ca81348a3898276ca0359dde99e81c5\" tg-width=\"640\" tg-height=\"640\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cloud Market (Statista)</p><p>Hybrid cloud is more popular than you may think with 82% of IT leaders saying they have adopted the hybrid cloud, with close to half deploying between two and three public cloud providers. Thus Cloudflare is expected to have a total addressable market of $135 billion by 2024.</p><p></p><p><img src=\"https://static.tigerbbs.com/8afd7caa0ad0145c2f57e631df7da19f\" tg-width=\"640\" tg-height=\"332\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TAM (Investor Presentation 2022)</p><h2><b>Growing Financials</b></h2><p>Cloudflare generated strong financial results for the second quarter of 2022. Revenue was $234.5 million which increased by a blistering 54% year over year. This beat analyst estimates by $7 million and is even greater than their 6-year average CAGR of 51%.</p><p></p><p><img src=\"https://static.tigerbbs.com/8b46e9066c98110e006e64c41d3ac186\" tg-width=\"640\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Revenue (Cloudflare Investor Presentation)</p><p>Cloudflare&#39;s CDN operates with a freemium model which attracts many smaller website publishers (I use them for my own website). However, the company then uses a &#34;land and expand&#34; approach to up-sell to larger customers. Cloudflare defines &#34;larger customers&#34; of those with &gt;$100k of annual revenue. In the second quarter, the business added a record 212 new larger customers, to a total of 1,749 which now contribute to over 60% of total revenue.</p><p></p><p><img src=\"https://static.tigerbbs.com/14fde3c56e1a12d63af1144df0752208\" tg-width=\"640\" tg-height=\"292\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cloudflare Customers (Investor report 2022)</p><p></p><p>The CEO exuded confidence in the Q2 earnings call, with regards to going head to head with more established competitors such as Zscaler. For example, a Fortune 500 energy company signed a $784,000 three-year deal with the business, moving from Zscaler as they found Cloudflare to be easier to use and it integrated better.</p><blockquote>&#34;We like our win rates when we go head-to-head with Zscaler and <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> because our product is better and can scale to meet the needs of complex organizations&#34; - Matthew Prince (Cloudflare founder and CEO)</blockquote><p>A key indicator to watch when analyzing any SaaS business is its Net dollar retention rate. In this case, Cloudflare had a retention rate of 126% in the second quarter which is up 2% year over year. This shows customers are finding the product &#34;sticky&#34; and spending more through upsells. This makes complete sense, as there are high switching associated with moving your website or IT services to the cloud. Most companies will have the mentality of &#34;if it is not broken don&#39;t try and fix it&#34;, which is ironically why it has taken businesses so long to move to the cloud in the first place. Therefore a land grab is happening right now in the cloud market. I envision a point in time when almost every company in the world will have at least some of their IT in the &#34;cloud&#34;. This is driven by many reasons including efficiency, flexibility and cost savings.</p><p></p><p><img src=\"https://static.tigerbbs.com/da24336d9734afa35381e5695d62586e\" tg-width=\"640\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Retention Rate (Q2 Earnings )</p><p>Cloudflare generated a strong gross profit of $178.7 million with a margin of 78.9% which actually increased by 20 basis points sequentially despite cost pressure.</p><p>Operating expenses as a portion of revenue increased 3% sequentially, however it did decrease by 2% year over year to 79%, which was a positive sign. The company hired aggressively in Q2 and increased its headcount by 49% year over year to over 3,000 employees.</p><p>Sales and marketing expenses were $103.9 million in the quarter, this decreased to 44% from 45% in the same quarter last year, which was a positive sign. R&amp;D expenses were $46.2 million which was flat year over year.</p><p>G&amp;A expenses were $35.8 million, which decreased by 1% year over year. Overall the business is showing signs of operating leverage as it scales which is a positive sign.</p><p>The business generated an operating loss of $891,000 which was a vast improvement over the $4 million loss produced in the equivalent quarter last year. When I dive under the hood I discovered that the business would have turned a positive profit if not for the acquisition of Area 1.</p><p><img src=\"https://static.tigerbbs.com/b895183ff281ac7b2c6d4430ab289800\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Non GAAP operating Margin (Investor Presentation August 2022)</p><p>Free Cash flow also showed improvement, with a negative $4.4 million generated vs a negative $9.8 million in the prior year. Moving forward, management guided for 47% to 48% year-over-year revenue growth to $968 million in the full year 2022. With positive operating income between $7 million and $10 million or a 1% margin for the full year 2022.</p><p><img src=\"https://static.tigerbbs.com/6dc5b377b4186739b184776346ae6eae\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Guidance (Q2 Earnings)</p><p>Cloudflare has a solid balance sheet with cash, cash equivalents and short term investments equal to $1.6 billion. In addition, the company has long term debt of approximately $1.4 billion.</p><h2><b>Advanced Valuation</b></h2><p>In order to value Cloudflare, I have plugged the latest financials into my advanced valuation model which uses the discounted cash flow method of valuation. I have forecasted 45% revenue growth for next year and 44% per year over the next 2 to 5 years, which is fairly conservative given guidance and past growth rates of over 50%.</p><p></p><p><img src=\"https://static.tigerbbs.com/39687fd678270b8992bcce40787559e2\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cloudflare stock valuation (created by author Ben at Motivation 2 Invest)</p><p>I have forecasted the business to continue to gain market share in the cloud and its operating margin to continue to improve to 25% over the next 5 years. In addition, I have capitalized R&amp;D expenses to improve the accuracy of the valuation.</p><p><img src=\"https://static.tigerbbs.com/0f0ab207b7ee046f289f351ce3ccf095\" tg-width=\"640\" tg-height=\"470\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Cloudflare stock valuation 1 (created by author Ben at Motivation 2 Invest)</p><p>Given these factors, I get a fair value of $56/share the stock is trading at ~$54 per share at the time of writing and thus I will deem it to be &#34;fair value&#34;.</p><p>As an extra data point, Cloudflare trades at a Price to Sales Ratio = 18.4, which is cheaper than historic levels of over 100 in 2021. However, the business is trading at a slightly higher valuation than competitor Zscaler. In addition, it is much more expensive than CDN competitor Akamai (AKAM) which trades at a Price to Sales = 3.6.</p><p><img src=\"https://static.tigerbbs.com/ddd42c01e8353e648ce03a9289eba7cf\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><h2><b>Risks</b></h2><h3>Recession/IT spending slowdown</h3><p>The high inflation and rising interest rate environment have caused many analysts to forecast a recession. These recession fears may cause businesses to cut back or delay IT spending. Management highlighted signs of this in the first quarter but have adapted their strategy to focus more on an &#34;ROI driven&#34; value proposition for customers which has worked well.</p><h2><b>Final Thoughts</b></h2><p>Cloudflare is a leading CDN and is poised to become a major player in hybrid cloud and applications. The company has been growing its revenue strong and the TAM is huge. Cloudflare is &#34;fairly valued&#34; intrinsically and thus looks to be a great long term investment on the future of the internet and the cloud.</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>Cloudflare: Every Cloud Has A Silver Lining</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\">\nCloudflare: Every Cloud Has A Silver Lining\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542896-cloudflare-every-cloud-has-silver-lining><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloudflare  is on a mission to \"build a better internet\", the company plans to do this through its vast network of data centers globally. Its stock price has been butchered by 74% from its all-time ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542896-cloudflare-every-cloud-has-silver-lining\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc."},"source_url":"https://seekingalpha.com/article/4542896-cloudflare-every-cloud-has-silver-lining","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2269416801","content_text":"Cloudflare  is on a mission to \"build a better internet\", the company plans to do this through its vast network of data centers globally. Its stock price has been butchered by 74% from its all-time highs, due to the high inflation and rising interest rate environment which has compressed the valuation multiples of \"growth stocks\". However, the business has still been growing strong and recently beat both revenue and earnings estimates in the second quarter. In this post, I'm going to break down the business model, financials, and valuation, let's dive in.Data by YChartsBusiness ModelCloudflare is one of the world's most widely used Content Delivery Networks [CDNs] and Cloud Security platforms. A CDN basically consists of a network of data centers all over the world that hold a \"cached\" version of a website you are visiting. For example, imagine you're in Los Angeles, California, and want to access a website that is based in Japan. Then rather than you trying to pull the files directly from Japan, the website will likely have a copy or cached version of the website at a data center in Los Angeles. A closer data center means, the website request is likely to be executed much faster and provides a better user experience. In addition, this acts as a nice security measure which means if there is a hack or disaster in one data center, you should still be able to receive the website files from another, in networking we call this \"redundancy\".Cloudflare operates at a ginormous scale and the company estimates 95% of the world's population is within just 50 milliseconds of a Cloudflare data center. The business has coverage across over 100 countries and 250 cities, which includes China. Cloudflare also has plans to link over 1000 office buildings and multi-dwelling apartment buildings directly into their network.Cloudflare Map (Investor presentation 2022)Cloudflare is not just a CDN, as you can see from the graphic below the business is using its global network or backbone to build SaaS applications and services on top. Cloudflare One is its flagship platform which provides three main services; a Zero Trust service, Network services, and applications.Cloud Platform (Q2 Earnings)Zero Trust is a cybersecurity framework that aims to give users on a network \"least privileged access\". This basically means that users are only given access to the applications they need, for example; the manufacturing department is given access to an inventory database but not to finance applications. This may seem like common sense but most networks are setup in the opposite way in that once you log in you can access pretty much everything, this is really dangerous when it comes to cyberattacks as hackers can move laterally.A Zero Trust Network Architecture can be combined with private routing can effectively offer a faster, safer alternative to a Virtual Private Network or VPN. This is especially necessary given the rise in hybrid workforces, which must access a corporate network remotely. The main competitor and market leader in Zero Trust Networks is Zscaler (ZS) a stock I have covered previously. However, due to the market size and growth Cloudflare still has an opportunity to gain traction. The Zero Trust security market was worth $23 billion in 2021 and is forecasted to grow at a compounded annual growth rate [CAGR] of 17.5% and reach nearly $100 billion by 2030.Cloudflare's Network services consist of firewalls and wide area network [WAN] as a service. A WAN is basically used by corporations to connect different regional offices on the same network. In addition, Cloudflare offers DDoS [Distributed Denial of Services] protection which helps to prevent a popular cybersecurity attack. A DDoS attack effectively overloads the capacity of a server with multiple requests. If you have a corporate network with physical hardware it can only handle so many requests. Whereas, with the cloud, an overload is much more difficult as they would have to try and take down multiple data centers.Cloudflare also offers applications such as DNS [Domain Name System] which translates a website name such as \"Google.com\" into the IP address of the server which hosts the website.The cloud industry is dominated by the three main titans, Amazon (AMZN) with AWS, Microsoft Azure (MSFT), and Google Cloud (GOOG) (GOOGL). Cloudflare doesn't have anywhere near the scale or technology prowess that these businesses have. However, the business does offer a great alternative as a \"hybrid\" cloud provider as the platform can be used to integrate with AWS, Azure, and Google cloud, as well as on-premises hardware.Cloud Market (Statista)Hybrid cloud is more popular than you may think with 82% of IT leaders saying they have adopted the hybrid cloud, with close to half deploying between two and three public cloud providers. Thus Cloudflare is expected to have a total addressable market of $135 billion by 2024.TAM (Investor Presentation 2022)Growing FinancialsCloudflare generated strong financial results for the second quarter of 2022. Revenue was $234.5 million which increased by a blistering 54% year over year. This beat analyst estimates by $7 million and is even greater than their 6-year average CAGR of 51%.Revenue (Cloudflare Investor Presentation)Cloudflare's CDN operates with a freemium model which attracts many smaller website publishers (I use them for my own website). However, the company then uses a \"land and expand\" approach to up-sell to larger customers. Cloudflare defines \"larger customers\" of those with >$100k of annual revenue. In the second quarter, the business added a record 212 new larger customers, to a total of 1,749 which now contribute to over 60% of total revenue.Cloudflare Customers (Investor report 2022)The CEO exuded confidence in the Q2 earnings call, with regards to going head to head with more established competitors such as Zscaler. For example, a Fortune 500 energy company signed a $784,000 three-year deal with the business, moving from Zscaler as they found Cloudflare to be easier to use and it integrated better.\"We like our win rates when we go head-to-head with Zscaler and Palo Alto Networks because our product is better and can scale to meet the needs of complex organizations\" - Matthew Prince (Cloudflare founder and CEO)A key indicator to watch when analyzing any SaaS business is its Net dollar retention rate. In this case, Cloudflare had a retention rate of 126% in the second quarter which is up 2% year over year. This shows customers are finding the product \"sticky\" and spending more through upsells. This makes complete sense, as there are high switching associated with moving your website or IT services to the cloud. Most companies will have the mentality of \"if it is not broken don't try and fix it\", which is ironically why it has taken businesses so long to move to the cloud in the first place. Therefore a land grab is happening right now in the cloud market. I envision a point in time when almost every company in the world will have at least some of their IT in the \"cloud\". This is driven by many reasons including efficiency, flexibility and cost savings.Retention Rate (Q2 Earnings )Cloudflare generated a strong gross profit of $178.7 million with a margin of 78.9% which actually increased by 20 basis points sequentially despite cost pressure.Operating expenses as a portion of revenue increased 3% sequentially, however it did decrease by 2% year over year to 79%, which was a positive sign. The company hired aggressively in Q2 and increased its headcount by 49% year over year to over 3,000 employees.Sales and marketing expenses were $103.9 million in the quarter, this decreased to 44% from 45% in the same quarter last year, which was a positive sign. R&D expenses were $46.2 million which was flat year over year.G&A expenses were $35.8 million, which decreased by 1% year over year. Overall the business is showing signs of operating leverage as it scales which is a positive sign.The business generated an operating loss of $891,000 which was a vast improvement over the $4 million loss produced in the equivalent quarter last year. When I dive under the hood I discovered that the business would have turned a positive profit if not for the acquisition of Area 1.Non GAAP operating Margin (Investor Presentation August 2022)Free Cash flow also showed improvement, with a negative $4.4 million generated vs a negative $9.8 million in the prior year. Moving forward, management guided for 47% to 48% year-over-year revenue growth to $968 million in the full year 2022. With positive operating income between $7 million and $10 million or a 1% margin for the full year 2022.Guidance (Q2 Earnings)Cloudflare has a solid balance sheet with cash, cash equivalents and short term investments equal to $1.6 billion. In addition, the company has long term debt of approximately $1.4 billion.Advanced ValuationIn order to value Cloudflare, I have plugged the latest financials into my advanced valuation model which uses the discounted cash flow method of valuation. I have forecasted 45% revenue growth for next year and 44% per year over the next 2 to 5 years, which is fairly conservative given guidance and past growth rates of over 50%.Cloudflare stock valuation (created by author Ben at Motivation 2 Invest)I have forecasted the business to continue to gain market share in the cloud and its operating margin to continue to improve to 25% over the next 5 years. In addition, I have capitalized R&D expenses to improve the accuracy of the valuation.Cloudflare stock valuation 1 (created by author Ben at Motivation 2 Invest)Given these factors, I get a fair value of $56/share the stock is trading at ~$54 per share at the time of writing and thus I will deem it to be \"fair value\".As an extra data point, Cloudflare trades at a Price to Sales Ratio = 18.4, which is cheaper than historic levels of over 100 in 2021. However, the business is trading at a slightly higher valuation than competitor Zscaler. In addition, it is much more expensive than CDN competitor Akamai (AKAM) which trades at a Price to Sales = 3.6.Data by YChartsRisksRecession/IT spending slowdownThe high inflation and rising interest rate environment have caused many analysts to forecast a recession. These recession fears may cause businesses to cut back or delay IT spending. Management highlighted signs of this in the first quarter but have adapted their strategy to focus more on an \"ROI driven\" value proposition for customers which has worked well.Final ThoughtsCloudflare is a leading CDN and is poised to become a major player in hybrid cloud and applications. The company has been growing its revenue strong and the TAM is huge. Cloudflare is \"fairly valued\" intrinsically and thus looks to be a great long term investment on the future of the internet and the cloud.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994843388,"gmtCreate":1661609292046,"gmtModify":1676536549157,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994843388","repostId":"9995413447","repostType":1,"repost":{"id":9995413447,"gmtCreate":1661495533391,"gmtModify":1676536530617,"author":{"id":"4113824102564902","authorId":"4113824102564902","name":"Lionel8383","avatar":"https://community-static.tradeup.com/news/816b168172cfedf6cec338c52322f186","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>Heading towards the next iPhone 14! Maybe I should get a new MacBook Pro M2 if it launches at the same event!","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>Heading towards the next iPhone 14! Maybe I should get a new MacBook Pro M2 if it launches at the same event!","text":"$Apple(AAPL)$Heading towards the next iPhone 14! Maybe I should get a new MacBook Pro M2 if it launches at the same event!","images":[{"img":"https://community-static.tradeup.com/news/05ef3af493b52ed8550ff73e13177488","width":"1170","height":"2532"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995413447","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067637839,"gmtCreate":1652452064221,"gmtModify":1676535103644,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067637839","repostId":"2235411368","repostType":2,"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036238745,"gmtCreate":1647100304986,"gmtModify":1676534195009,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036238745","repostId":"2218427692","repostType":2,"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839375794,"gmtCreate":1629124473918,"gmtModify":1676529939370,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ops","listText":"Ops","text":"Ops","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839375794","repostId":"2159224290","repostType":2,"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892703054,"gmtCreate":1628687884578,"gmtModify":1676529821156,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good call","listText":"Good call","text":"Good call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892703054","repostId":"2158478684","repostType":2,"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890055743,"gmtCreate":1628069830182,"gmtModify":1703500631932,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Scam","listText":"Scam","text":"Scam","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890055743","repostId":"1180549619","repostType":2,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890052446,"gmtCreate":1628069725885,"gmtModify":1703500629913,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890052446","repostId":"1115159207","repostType":2,"repost":{"id":"1115159207","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":1628067303,"share":"https://www.laohu8.com/m/news/1115159207?lang=&edition=full","pubTime":"2021-08-04 16:55","market":"us","language":"en","title":"Can Amazon stock take off again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115159207","media":"Tiger Newspress","summary":"Amazon.com, Inc. reported earnings last week and caught investors off-guard. In a seemingly rare mov","content":"<p>Amazon.com, Inc. reported earnings last week and caught investors off-guard. In a seemingly rare move, the company missed revenue estimates, sinking the stock on Friday. Amazon shares closed down 7.6%, erasing nearly $120 billion of market value.</p>\n<p>However, the real shock came when Amazon voiced its expectations of much slower sales growth in the third quarter of 2021. Gross revenues are expected to grow 10% to 16% next quarter. On the surface, that sounds great, but it's a clear slowdown indicating that perhaps the pandemic tailwind is over. Quarter-over-quarter and year-over-year comps will be difficult to beat now that people are trying to return to normal.</p>\n<p><b>The Earning report shows:</b></p>\n<p>During the three-month period ended June 30, the company reported a profit of $7.78 billion, or $15.12 per share, compared with $5.24 billion, or $10.30 a share, during the year-ago period. Revenue jumped 27% to $113.08 billion.</p>\n<p>Analysts surveyed by FactSet on average expected $115.42 billion in quarterly revenue and per-share earnings of $12.28.</p>\n<p>Amazon said that revenue will be in the range of $106 billion to $112 billion for the third quarter. Analysts were looking for $119.3 billion.</p>\n<h4>The Sequelae of Pandemic</h4>\n<p>Amazon is one of the few retailers that has prospered during the pandemic. As physical stores selling non-essential goods like clothing temporarily or permanently closed, people stuck at home turned to Amazon for everything from groceries tp cleaning supplies.</p>\n<p>Chief Financial Officer Brian Olsavsky said the slowdown in sales growth is a result of the company lapping against last year’s huge pandemic-induced COVID-19 shopping binges. The slowdown also reflects that people, particularly in Europe and the U.S., are more mobile and are doing other things besides shopping online, he added.</p>\n<p>Olsavsky noted that Amazon's revenue growth rate had hovered around 20% before the pandemic and then surged to 40% for much of the last year. By mid-May of this year, as it lapped that strong growth period and its customers began to return to their pre-pandemic routines, revenue growth fell to the mid-teens, which explains the third-quarter guidance at the same pace.</p>\n<p>Olsavsky also warned that that pattern would continue for the next few quarters due to difficult comparisons. Beyond that, however, there's another challenge facing Amazon.</p>\n<p>Amazon brought in $386 billion in revenue last year, and analysts expect the company to do close to $500 billion in revenue this year. Maintaining its 20% growth rate at that level will be a difficult feat.</p>\n<p>Growth rates tend to slow down as businesses get bigger, a rule of thumb known as the law of large numbers, and growing 20% from a $500 billion base would mean adding another $100 billion in revenue in just a year. Amazon did manage to do that last year with the help of the pandemic, but fewer than 30 companies in the U.S. generate that much in revenue annually.</p>\n<p>Currently, Amazon is the biggest company in the world by revenue behind only Walmart, and it could pass the retail giant as soon as next year. At $500 billion, Amazon will claim 2% of the roughly $25 trillion in retail sales in the world. Eventually, its growth rate will slow, though it's a testament to the company's business strategy and customer-centric approach that it's been able to grow so much so fast.</p>\n<h4>The New Hope</h4>\n<p>Even if Amazon's revenue growth falls under 20%, the stock story is shifting to profit growth. After it operated near break-even for much of its history, Amazon's high-margin businesses like Amazon Web Services, third-party marketplace, and advertising are delivering huge gains on the bottom line. Sales for the cloud unit totaled $14.8 billion in the second quarter, a 37% increase from a year earlier.</p>\n<p>Amazon has also become a dominant force in advertising behind Google and Facebook Inc. The company’s ad unit, which has been expanding at a high double-digit clip. grew 87% year-over-year in the second quarter.</p>\n<p>Its profits will ultimately determine the stock's value, and its profit growth should remain strong, given the momentum in those high-margin businesses. If earnings per share continue to surge, the stock will follow suit as the price-to-earnings ratio has already fallen under 60.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Amazon stock take off again?</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\">\nCan Amazon stock take off again?\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\">2021-08-04 16:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Amazon.com, Inc. reported earnings last week and caught investors off-guard. In a seemingly rare move, the company missed revenue estimates, sinking the stock on Friday. Amazon shares closed down 7.6%, erasing nearly $120 billion of market value.</p>\n<p>However, the real shock came when Amazon voiced its expectations of much slower sales growth in the third quarter of 2021. Gross revenues are expected to grow 10% to 16% next quarter. On the surface, that sounds great, but it's a clear slowdown indicating that perhaps the pandemic tailwind is over. Quarter-over-quarter and year-over-year comps will be difficult to beat now that people are trying to return to normal.</p>\n<p><b>The Earning report shows:</b></p>\n<p>During the three-month period ended June 30, the company reported a profit of $7.78 billion, or $15.12 per share, compared with $5.24 billion, or $10.30 a share, during the year-ago period. Revenue jumped 27% to $113.08 billion.</p>\n<p>Analysts surveyed by FactSet on average expected $115.42 billion in quarterly revenue and per-share earnings of $12.28.</p>\n<p>Amazon said that revenue will be in the range of $106 billion to $112 billion for the third quarter. Analysts were looking for $119.3 billion.</p>\n<h4>The Sequelae of Pandemic</h4>\n<p>Amazon is one of the few retailers that has prospered during the pandemic. As physical stores selling non-essential goods like clothing temporarily or permanently closed, people stuck at home turned to Amazon for everything from groceries tp cleaning supplies.</p>\n<p>Chief Financial Officer Brian Olsavsky said the slowdown in sales growth is a result of the company lapping against last year’s huge pandemic-induced COVID-19 shopping binges. The slowdown also reflects that people, particularly in Europe and the U.S., are more mobile and are doing other things besides shopping online, he added.</p>\n<p>Olsavsky noted that Amazon's revenue growth rate had hovered around 20% before the pandemic and then surged to 40% for much of the last year. By mid-May of this year, as it lapped that strong growth period and its customers began to return to their pre-pandemic routines, revenue growth fell to the mid-teens, which explains the third-quarter guidance at the same pace.</p>\n<p>Olsavsky also warned that that pattern would continue for the next few quarters due to difficult comparisons. Beyond that, however, there's another challenge facing Amazon.</p>\n<p>Amazon brought in $386 billion in revenue last year, and analysts expect the company to do close to $500 billion in revenue this year. Maintaining its 20% growth rate at that level will be a difficult feat.</p>\n<p>Growth rates tend to slow down as businesses get bigger, a rule of thumb known as the law of large numbers, and growing 20% from a $500 billion base would mean adding another $100 billion in revenue in just a year. Amazon did manage to do that last year with the help of the pandemic, but fewer than 30 companies in the U.S. generate that much in revenue annually.</p>\n<p>Currently, Amazon is the biggest company in the world by revenue behind only Walmart, and it could pass the retail giant as soon as next year. At $500 billion, Amazon will claim 2% of the roughly $25 trillion in retail sales in the world. Eventually, its growth rate will slow, though it's a testament to the company's business strategy and customer-centric approach that it's been able to grow so much so fast.</p>\n<h4>The New Hope</h4>\n<p>Even if Amazon's revenue growth falls under 20%, the stock story is shifting to profit growth. After it operated near break-even for much of its history, Amazon's high-margin businesses like Amazon Web Services, third-party marketplace, and advertising are delivering huge gains on the bottom line. Sales for the cloud unit totaled $14.8 billion in the second quarter, a 37% increase from a year earlier.</p>\n<p>Amazon has also become a dominant force in advertising behind Google and Facebook Inc. The company’s ad unit, which has been expanding at a high double-digit clip. grew 87% year-over-year in the second quarter.</p>\n<p>Its profits will ultimately determine the stock's value, and its profit growth should remain strong, given the momentum in those high-margin businesses. If earnings per share continue to surge, the stock will follow suit as the price-to-earnings ratio has already fallen under 60.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115159207","content_text":"Amazon.com, Inc. reported earnings last week and caught investors off-guard. In a seemingly rare move, the company missed revenue estimates, sinking the stock on Friday. Amazon shares closed down 7.6%, erasing nearly $120 billion of market value.\nHowever, the real shock came when Amazon voiced its expectations of much slower sales growth in the third quarter of 2021. Gross revenues are expected to grow 10% to 16% next quarter. On the surface, that sounds great, but it's a clear slowdown indicating that perhaps the pandemic tailwind is over. Quarter-over-quarter and year-over-year comps will be difficult to beat now that people are trying to return to normal.\nThe Earning report shows:\nDuring the three-month period ended June 30, the company reported a profit of $7.78 billion, or $15.12 per share, compared with $5.24 billion, or $10.30 a share, during the year-ago period. Revenue jumped 27% to $113.08 billion.\nAnalysts surveyed by FactSet on average expected $115.42 billion in quarterly revenue and per-share earnings of $12.28.\nAmazon said that revenue will be in the range of $106 billion to $112 billion for the third quarter. Analysts were looking for $119.3 billion.\nThe Sequelae of Pandemic\nAmazon is one of the few retailers that has prospered during the pandemic. As physical stores selling non-essential goods like clothing temporarily or permanently closed, people stuck at home turned to Amazon for everything from groceries tp cleaning supplies.\nChief Financial Officer Brian Olsavsky said the slowdown in sales growth is a result of the company lapping against last year’s huge pandemic-induced COVID-19 shopping binges. The slowdown also reflects that people, particularly in Europe and the U.S., are more mobile and are doing other things besides shopping online, he added.\nOlsavsky noted that Amazon's revenue growth rate had hovered around 20% before the pandemic and then surged to 40% for much of the last year. By mid-May of this year, as it lapped that strong growth period and its customers began to return to their pre-pandemic routines, revenue growth fell to the mid-teens, which explains the third-quarter guidance at the same pace.\nOlsavsky also warned that that pattern would continue for the next few quarters due to difficult comparisons. Beyond that, however, there's another challenge facing Amazon.\nAmazon brought in $386 billion in revenue last year, and analysts expect the company to do close to $500 billion in revenue this year. Maintaining its 20% growth rate at that level will be a difficult feat.\nGrowth rates tend to slow down as businesses get bigger, a rule of thumb known as the law of large numbers, and growing 20% from a $500 billion base would mean adding another $100 billion in revenue in just a year. Amazon did manage to do that last year with the help of the pandemic, but fewer than 30 companies in the U.S. generate that much in revenue annually.\nCurrently, Amazon is the biggest company in the world by revenue behind only Walmart, and it could pass the retail giant as soon as next year. At $500 billion, Amazon will claim 2% of the roughly $25 trillion in retail sales in the world. Eventually, its growth rate will slow, though it's a testament to the company's business strategy and customer-centric approach that it's been able to grow so much so fast.\nThe New Hope\nEven if Amazon's revenue growth falls under 20%, the stock story is shifting to profit growth. After it operated near break-even for much of its history, Amazon's high-margin businesses like Amazon Web Services, third-party marketplace, and advertising are delivering huge gains on the bottom line. Sales for the cloud unit totaled $14.8 billion in the second quarter, a 37% increase from a year earlier.\nAmazon has also become a dominant force in advertising behind Google and Facebook Inc. The company’s ad unit, which has been expanding at a high double-digit clip. grew 87% year-over-year in the second quarter.\nIts profits will ultimately determine the stock's value, and its profit growth should remain strong, given the momentum in those high-margin businesses. If earnings per share continue to surge, the stock will follow suit as the price-to-earnings ratio has already fallen under 60.","news_type":1},"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807918810,"gmtCreate":1627995970230,"gmtModify":1703499297403,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807918810","repostId":"2156147918","repostType":4,"repost":{"id":"2156147918","pubTimestamp":1627994460,"share":"https://www.laohu8.com/m/news/2156147918?lang=&edition=full","pubTime":"2021-08-03 20:41","market":"us","language":"en","title":"This Could Be Pfizer's Next COVID Blockbuster -- and It Isn't a Vaccine","url":"https://stock-news.laohu8.com/highlight/detail?id=2156147918","media":"Motley Fool","summary":"Pfizer might not have to wait very long for this product to hit the market.","content":"<p>In 2019 and 2020,&nbsp;<b>Pfizer</b>'s (NYSE:PFE) top-selling product was pneumococcal vaccine Prevnar 13. It generated over $5.8 billion in sales in both years. That's a lot of money for a very successful product.</p>\n<p>But Prevnar 13 is no longer Pfizer's top-selling product. The COVID-19 vaccine BNT162b2, developed by Pfizer and <b>BioNTech</b> (NASDAQ:BNTX), generated sales of $7.8 billion in the first half of 2021 alone. Pfizer expects the vaccine will rake in $33.5 billion over the entire year. Even with the company splitting profits with BioNTech, Pfizer should conservatively make in the ballpark of $17 billion from BNT162b2 this year.</p>\n<p>Even more money could be on the way. Pfizer is busy working on its next potential COVID-19 blockbuster -- and it isn't a vaccine.</p>\n<p><img src=\"https://static.tigerbbs.com/2e39eb3485964eb8dab974f72921be8b\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Stopping the coronavirus in its tracks</h3>\n<p>Pfizer has stated for a while that it wouldn't restrict its efforts to fight COVID-19 to only vaccines. It has also focused on developing potential treatments for the infectious disease. The company provided an update on <a href=\"https://laohu8.com/S/AONE.U\">one</a> especially promising therapy in its second-quarter conference call last week.</p>\n<p>Protease inhibitors are a class of antiviral drugs that have been effective in treating HIV and hepatitis C. These therapies bind to protease enzymes in viruses and prevent the virus from replicating.</p>\n<p>Pfizer initiated an early stage clinical study evaluating oral protease inhibitor PF-07321332 in March of this year. The company had good news to report from that study in its Q2 update.</p>\n<p>Chief scientific officer Mikael Dolsten said that in the phase 1 study, PF-07321332 exceeded the level predicted to inhibit coronavirus viral replication by more than fivefold. Dolsten also stated that the experimental protease inhibitor showed powerful antiviral activity in preclinical testing that could be effective against \"all currently known COVID-19 variants.\"</p>\n<p>So far, the experimental antiviral drug appears to have a good safety profile. Dolsten said that there haven't been any safety issues in giving doses of up to 500 milligrams twice per day over a 10-day period.</p>\n<p>Based on these encouraging results, Pfizer advanced the oral protease inhibitor into phase 2/3 testing in July. The company will evaluate PF-07321332 in five-day and 10-day treatments for individuals who have been in close contact with someone with COVID-19.</p>\n<h3>A big market opportunity</h3>\n<p>Pfizer estimates that the addressable market for its protease inhibitor could be in the hundreds of millions of patients. That doesn't seem farfetched considering the rapid spread of COVID-19 exposure due to the delta variant.</p>\n<p>The U.S. Food and Drug Administration (FDA) has already granted Emergency Use Authorization (EUA) to <b>Regeneron</b>'s (NASDAQ:REGN) antibody cocktail REGEN-COV as a treatment for hospitalized COVID-19 patients and for post-exposure prophylaxis. However, there are a few drawbacks to Regeneron's therapy.</p>\n<p>First, REGEN-COV is expensive -- more than $2,000 per dose. Second, it must be administered via infusion or subcutaneous injection. Third, the current U.S. EUA for post-exposure prophylaxis only applies to individuals who have been exposed to COVID-19 who have a high risk of developing COVID-19 and who haven't been fully vaccinated.</p>\n<p>Pfizer's PF-07321332 would be much more convenient than REGEN-COV since it's taken orally. Although the big drugmaker hasn't given any hints about what the pricing for the antiviral therapy might be should it win EUA or approval, a lower price tag could open up a wide market that might include lower-risk individuals who are exposed to COVID-19.</p>\n<h3>Coming soon?</h3>\n<p>There shouldn't be a long wait for Pfizer's next potential COVID-19 blockbuster. Assuming the phase 2/3 testing goes well, the company thinks that it will be able to file for U.S. EUA in the fourth quarter of this year.</p>\n<p>Pfizer CEO Albert Bourla said in the company's Q2 call that he's given the green light to manufacture \"significant quantities\" of the oral protease inhibitor so that large volumes of doses will be available if EUA is granted. He added that Pfizer is absorbing the risk of making this investment because \"it is the right thing to do.\"</p>\n<p>PF-07321332 probably won't be as big a catalyst for the big pharma stock as the Pfizer-BioNTech COVID-19 vaccine. However, Pfizer won't have to split the profits on the oral therapy as it does with BNT162b2. If the company's late-stage testing of the COVID-19 drug is successful, Pfizer seems very likely to have another blockbuster on its hands in 2022.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Could Be Pfizer's Next COVID Blockbuster -- and It Isn't a Vaccine</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\">\nThis Could Be Pfizer's Next COVID Blockbuster -- and It Isn't a Vaccine\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 20:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/03/this-could-be-pfizers-next-covid-blockbuster-and-i/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 2019 and 2020, Pfizer's (NYSE:PFE) top-selling product was pneumococcal vaccine Prevnar 13. It generated over $5.8 billion in sales in both years. That's a lot of money for a very successful ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/03/this-could-be-pfizers-next-covid-blockbuster-and-i/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/08/03/this-could-be-pfizers-next-covid-blockbuster-and-i/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156147918","content_text":"In 2019 and 2020, Pfizer's (NYSE:PFE) top-selling product was pneumococcal vaccine Prevnar 13. It generated over $5.8 billion in sales in both years. That's a lot of money for a very successful product.\nBut Prevnar 13 is no longer Pfizer's top-selling product. The COVID-19 vaccine BNT162b2, developed by Pfizer and BioNTech (NASDAQ:BNTX), generated sales of $7.8 billion in the first half of 2021 alone. Pfizer expects the vaccine will rake in $33.5 billion over the entire year. Even with the company splitting profits with BioNTech, Pfizer should conservatively make in the ballpark of $17 billion from BNT162b2 this year.\nEven more money could be on the way. Pfizer is busy working on its next potential COVID-19 blockbuster -- and it isn't a vaccine.\n\nImage source: Getty Images.\nStopping the coronavirus in its tracks\nPfizer has stated for a while that it wouldn't restrict its efforts to fight COVID-19 to only vaccines. It has also focused on developing potential treatments for the infectious disease. The company provided an update on one especially promising therapy in its second-quarter conference call last week.\nProtease inhibitors are a class of antiviral drugs that have been effective in treating HIV and hepatitis C. These therapies bind to protease enzymes in viruses and prevent the virus from replicating.\nPfizer initiated an early stage clinical study evaluating oral protease inhibitor PF-07321332 in March of this year. The company had good news to report from that study in its Q2 update.\nChief scientific officer Mikael Dolsten said that in the phase 1 study, PF-07321332 exceeded the level predicted to inhibit coronavirus viral replication by more than fivefold. Dolsten also stated that the experimental protease inhibitor showed powerful antiviral activity in preclinical testing that could be effective against \"all currently known COVID-19 variants.\"\nSo far, the experimental antiviral drug appears to have a good safety profile. Dolsten said that there haven't been any safety issues in giving doses of up to 500 milligrams twice per day over a 10-day period.\nBased on these encouraging results, Pfizer advanced the oral protease inhibitor into phase 2/3 testing in July. The company will evaluate PF-07321332 in five-day and 10-day treatments for individuals who have been in close contact with someone with COVID-19.\nA big market opportunity\nPfizer estimates that the addressable market for its protease inhibitor could be in the hundreds of millions of patients. That doesn't seem farfetched considering the rapid spread of COVID-19 exposure due to the delta variant.\nThe U.S. Food and Drug Administration (FDA) has already granted Emergency Use Authorization (EUA) to Regeneron's (NASDAQ:REGN) antibody cocktail REGEN-COV as a treatment for hospitalized COVID-19 patients and for post-exposure prophylaxis. However, there are a few drawbacks to Regeneron's therapy.\nFirst, REGEN-COV is expensive -- more than $2,000 per dose. Second, it must be administered via infusion or subcutaneous injection. Third, the current U.S. EUA for post-exposure prophylaxis only applies to individuals who have been exposed to COVID-19 who have a high risk of developing COVID-19 and who haven't been fully vaccinated.\nPfizer's PF-07321332 would be much more convenient than REGEN-COV since it's taken orally. Although the big drugmaker hasn't given any hints about what the pricing for the antiviral therapy might be should it win EUA or approval, a lower price tag could open up a wide market that might include lower-risk individuals who are exposed to COVID-19.\nComing soon?\nThere shouldn't be a long wait for Pfizer's next potential COVID-19 blockbuster. Assuming the phase 2/3 testing goes well, the company thinks that it will be able to file for U.S. EUA in the fourth quarter of this year.\nPfizer CEO Albert Bourla said in the company's Q2 call that he's given the green light to manufacture \"significant quantities\" of the oral protease inhibitor so that large volumes of doses will be available if EUA is granted. He added that Pfizer is absorbing the risk of making this investment because \"it is the right thing to do.\"\nPF-07321332 probably won't be as big a catalyst for the big pharma stock as the Pfizer-BioNTech COVID-19 vaccine. However, Pfizer won't have to split the profits on the oral therapy as it does with BNT162b2. If the company's late-stage testing of the COVID-19 drug is successful, Pfizer seems very likely to have another blockbuster on its hands in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807911385,"gmtCreate":1627995903547,"gmtModify":1703499295780,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wtf","listText":"Wtf","text":"Wtf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807911385","repostId":"1126095878","repostType":4,"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807913036,"gmtCreate":1627995781725,"gmtModify":1703499294483,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wtf","listText":"Wtf","text":"Wtf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807913036","repostId":"1126095878","repostType":4,"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":807918810,"gmtCreate":1627995970230,"gmtModify":1703499297403,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807918810","repostId":"2156147918","repostType":4,"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807911385,"gmtCreate":1627995903547,"gmtModify":1703499295780,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wtf","listText":"Wtf","text":"Wtf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807911385","repostId":"1126095878","repostType":4,"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890052446,"gmtCreate":1628069725885,"gmtModify":1703500629913,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890052446","repostId":"1115159207","repostType":2,"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890055743,"gmtCreate":1628069830182,"gmtModify":1703500631932,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Scam","listText":"Scam","text":"Scam","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890055743","repostId":"1180549619","repostType":2,"repost":{"id":"1180549619","pubTimestamp":1628066563,"share":"https://www.laohu8.com/m/news/1180549619?lang=&edition=full","pubTime":"2021-08-04 16:42","market":"us","language":"en","title":" Tesla Raises Prices Again - Here Are the Changes","url":"https://stock-news.laohu8.com/highlight/detail?id=1180549619","media":"The Street","summary":"Tesla continues to raise vehicle prices. Here are the latest changes to start off August.\n\nThroughou","content":"<blockquote>\n Tesla continues to raise vehicle prices. Here are the latest changes to start off August.\n</blockquote>\n<p>Throughout the year, Tesla has consistently been raising prices across their vehicle lineup. A few days into the third quarter, the trend has continued. The latest price increases are to the<b>Model S</b>and<b>Model X</b>.</p>\n<p><b>Changes</b></p>\n<p>Long Range Model S price increased by<b>$5,000</b>, from $84,990 to $89,990.</p>\n<p>Long Range Model X price increased by<b>$5,000</b>, from $94,990 to $99,990.</p>\n<p>Tesla did not adjust pricing on the Plaid versions of S/X. Model 3 and Model Y prices were unchanged. The table below shows Tesla's price adjustments in the US this year.</p>\n<p><img src=\"https://static.tigerbbs.com/eec692db083dbbfbcaccb65bacc1a05c\" tg-width=\"700\" tg-height=\"201\" width=\"100%\" height=\"auto\"><i>Q1 adjustments are hidden due to space constraints.</i></p>\n<p>While it had not been entirely clear whether Tesla's continued price increases were due to rising costs, rising demand, or both, Tesla'sstrong Q2 earnings report&nbsp;suggests the adjustments are more of a reflection on demand. Tesla CFO Zach Kirkhorn noted that Q2 resulted in Tesla's best automotive gross margin (excluding regulatory credit sales) since the introduction of the Model 3.</p>\n<p>Tesla did acknowledge losses on the Model S and Model X lineup in both the first and second quarters of 2021, but the losses were primarily due to low levels of production as Tesla ramps up following the refresh of both vehicles.</p>\n<p>Currently, Tesla estimates new orders for Long Range Model S and Model X won't be fulfilled until February-March of next year. With such a long order backlog, Tesla is in a strong position to raise prices.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title> Tesla Raises Prices Again - Here Are the Changes</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\">\n Tesla Raises Prices Again - Here Are the Changes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 16:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/tesla/news/tesla-raises-prices-again-august-week-1><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla continues to raise vehicle prices. Here are the latest changes to start off August.\n\nThroughout the year, Tesla has consistently been raising prices across their vehicle lineup. A few days into ...</p>\n\n<a href=\"https://www.thestreet.com/tesla/news/tesla-raises-prices-again-august-week-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/tesla/news/tesla-raises-prices-again-august-week-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180549619","content_text":"Tesla continues to raise vehicle prices. Here are the latest changes to start off August.\n\nThroughout the year, Tesla has consistently been raising prices across their vehicle lineup. A few days into the third quarter, the trend has continued. The latest price increases are to theModel SandModel X.\nChanges\nLong Range Model S price increased by$5,000, from $84,990 to $89,990.\nLong Range Model X price increased by$5,000, from $94,990 to $99,990.\nTesla did not adjust pricing on the Plaid versions of S/X. Model 3 and Model Y prices were unchanged. The table below shows Tesla's price adjustments in the US this year.\nQ1 adjustments are hidden due to space constraints.\nWhile it had not been entirely clear whether Tesla's continued price increases were due to rising costs, rising demand, or both, Tesla'sstrong Q2 earnings report suggests the adjustments are more of a reflection on demand. Tesla CFO Zach Kirkhorn noted that Q2 resulted in Tesla's best automotive gross margin (excluding regulatory credit sales) since the introduction of the Model 3.\nTesla did acknowledge losses on the Model S and Model X lineup in both the first and second quarters of 2021, but the losses were primarily due to low levels of production as Tesla ramps up following the refresh of both vehicles.\nCurrently, Tesla estimates new orders for Long Range Model S and Model X won't be fulfilled until February-March of next year. With such a long order backlog, Tesla is in a strong position to raise prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036238745,"gmtCreate":1647100304986,"gmtModify":1676534195009,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036238745","repostId":"2218427692","repostType":2,"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839375794,"gmtCreate":1629124473918,"gmtModify":1676529939370,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ops","listText":"Ops","text":"Ops","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839375794","repostId":"2159224290","repostType":2,"repost":{"id":"2159224290","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629124312,"share":"https://www.laohu8.com/m/news/2159224290?lang=&edition=full","pubTime":"2021-08-16 22:31","market":"us","language":"en","title":"BRIEF-Adage Capital Partners Takes Share Stake In Bumble, Cuts In Merck and Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2159224290","media":"Reuters","summary":"Aug 16 (Reuters) - Adage Capital Partners GP LLC:   * ADAGE CAPITAL PARTNERS GP LLC TAKES SHARE STAK","content":"<html><body><p>Aug 16 (Reuters) - Adage Capital Partners GP LLC:</p><p>   * ADAGE CAPITAL PARTNERS GP LLC TAKES SHARE STAKE OF 75,000 SHARES IN BUMBLE INC CLASS A SHARES - SEC FILING</p><p>   * ADAGE CAPITAL PARTNERS GP LLC REPORTS SHARE STAKE OF 2.9 MILLION SHARES IN FTC SOLAR INC SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC CUTS SHARE STAKE IN MERCK &amp; CO INC BY 55.1% TO 1.5 MILLION SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC CUTS SHARE STAKE IN TESLA INC BY 15.2% TO 636,700 SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC UPS SHARE STAKE IN TWITTER INC BY 20.3% TO 1.1 MILLION SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC UPS SHARE STAKE IN PG&amp;E CORP BY 43.3% TO 5.0 MILLION SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC CUTS SHARE STAKE IN GOLDMAN SACHS GROUP INC BY 38.9% TO 198,800 SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC UPS SHARE STAKE IN NIKE INC BY 47.8% TO 1.4 MILLION CLASS B SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC - CHANGE IN HOLDINGS ARE AS OF JUNE 30, 2021 AND COMPARED WITH THE PREVIOUS QUARTER ENDED AS OF MARCH 31, 2021</p><p>Source for the quarter ended June 30, 2021: </p><p>Source for the quarter ended March 31, 2021: </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-Adage Capital Partners Takes Share Stake In Bumble, Cuts In Merck and Tesla</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\">\nBRIEF-Adage Capital Partners Takes Share Stake In Bumble, Cuts In Merck and Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-16 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Aug 16 (Reuters) - Adage Capital Partners GP LLC:</p><p>   * ADAGE CAPITAL PARTNERS GP LLC TAKES SHARE STAKE OF 75,000 SHARES IN BUMBLE INC CLASS A SHARES - SEC FILING</p><p>   * ADAGE CAPITAL PARTNERS GP LLC REPORTS SHARE STAKE OF 2.9 MILLION SHARES IN FTC SOLAR INC SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC CUTS SHARE STAKE IN MERCK &amp; CO INC BY 55.1% TO 1.5 MILLION SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC CUTS SHARE STAKE IN TESLA INC BY 15.2% TO 636,700 SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC UPS SHARE STAKE IN TWITTER INC BY 20.3% TO 1.1 MILLION SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC UPS SHARE STAKE IN PG&amp;E CORP BY 43.3% TO 5.0 MILLION SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC CUTS SHARE STAKE IN GOLDMAN SACHS GROUP INC BY 38.9% TO 198,800 SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC UPS SHARE STAKE IN NIKE INC BY 47.8% TO 1.4 MILLION CLASS B SHARES</p><p>   * ADAGE CAPITAL PARTNERS GP LLC - CHANGE IN HOLDINGS ARE AS OF JUNE 30, 2021 AND COMPARED WITH THE PREVIOUS QUARTER ENDED AS OF MARCH 31, 2021</p><p>Source for the quarter ended June 30, 2021: </p><p>Source for the quarter ended March 31, 2021: </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FTCI":"FTC Solar, Inc.","MRK":"默沙东","GS":"高盛","BMBL":"Bumble Inc.","NKE":"耐克","TSLA":"特斯拉","PCG":"太平洋煤气电力","TWTR":"Twitter"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159224290","content_text":"Aug 16 (Reuters) - Adage Capital Partners GP LLC:   * ADAGE CAPITAL PARTNERS GP LLC TAKES SHARE STAKE OF 75,000 SHARES IN BUMBLE INC CLASS A SHARES - SEC FILING   * ADAGE CAPITAL PARTNERS GP LLC REPORTS SHARE STAKE OF 2.9 MILLION SHARES IN FTC SOLAR INC SHARES   * ADAGE CAPITAL PARTNERS GP LLC CUTS SHARE STAKE IN MERCK & CO INC BY 55.1% TO 1.5 MILLION SHARES   * ADAGE CAPITAL PARTNERS GP LLC CUTS SHARE STAKE IN TESLA INC BY 15.2% TO 636,700 SHARES   * ADAGE CAPITAL PARTNERS GP LLC UPS SHARE STAKE IN TWITTER INC BY 20.3% TO 1.1 MILLION SHARES   * ADAGE CAPITAL PARTNERS GP LLC UPS SHARE STAKE IN PG&E CORP BY 43.3% TO 5.0 MILLION SHARES   * ADAGE CAPITAL PARTNERS GP LLC CUTS SHARE STAKE IN GOLDMAN SACHS GROUP INC BY 38.9% TO 198,800 SHARES   * ADAGE CAPITAL PARTNERS GP LLC UPS SHARE STAKE IN NIKE INC BY 47.8% TO 1.4 MILLION CLASS B SHARES   * ADAGE CAPITAL PARTNERS GP LLC - CHANGE IN HOLDINGS ARE AS OF JUNE 30, 2021 AND COMPARED WITH THE PREVIOUS QUARTER ENDED AS OF MARCH 31, 2021Source for the quarter ended June 30, 2021: Source for the quarter ended March 31, 2021:  ((Reuters.Briefs@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892703054,"gmtCreate":1628687884578,"gmtModify":1676529821156,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good call","listText":"Good call","text":"Good call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892703054","repostId":"2158478684","repostType":2,"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918616410,"gmtCreate":1664376137131,"gmtModify":1676537443333,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918616410","repostId":"9918172867","repostType":1,"repost":{"id":9918172867,"gmtCreate":1664345195560,"gmtModify":1676537437652,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a><v-v data-views=\"0\"></v-v>A few weeks ago I wrote about Keppel DC REIT and its support level.Well, that's all been crushed to smithereens.&nbsp;We are back to prehistoric&nbsp;times of COVID support / low at 1.644. Keppel DC is trading at 1.68 as we speak.&nbsp;If this breaks, I'm putting my neck out there and saying next support is 1.566 formed between July to Sep 2019. Note that support/resistance levels from a long time back may have lower impact than recently established levels.CAPITAL OUTFLOW TO OTHER FIXED INCOME&nbsp;The drop in REITs share price is almost global.&nbsp; As 5% Fed terminal rate in 2023 is anticipated, yield in other fixed income assets (e.g. bonds) increases.&nbsp;When&nbsp;yield of&nbsp;these&amp;nbs","listText":"<a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a><v-v data-views=\"0\"></v-v>A few weeks ago I wrote about Keppel DC REIT and its support level.Well, that's all been crushed to smithereens.&nbsp;We are back to prehistoric&nbsp;times of COVID support / low at 1.644. Keppel DC is trading at 1.68 as we speak.&nbsp;If this breaks, I'm putting my neck out there and saying next support is 1.566 formed between July to Sep 2019. Note that support/resistance levels from a long time back may have lower impact than recently established levels.CAPITAL OUTFLOW TO OTHER FIXED INCOME&nbsp;The drop in REITs share price is almost global.&nbsp; As 5% Fed terminal rate in 2023 is anticipated, yield in other fixed income assets (e.g. bonds) increases.&nbsp;When&nbsp;yield of&nbsp;these&amp;nbs","text":"$KEPPEL DC REIT(AJBU.SI)$A few weeks ago I wrote about Keppel DC REIT and its support level.Well, that's all been crushed to smithereens. We are back to prehistoric times of COVID support / low at 1.644. Keppel DC is trading at 1.68 as we speak. If this breaks, I'm putting my neck out there and saying next support is 1.566 formed between July to Sep 2019. Note that support/resistance levels from a long time back may have lower impact than recently established levels.CAPITAL OUTFLOW TO OTHER FIXED INCOME The drop in REITs share price is almost global. As 5% Fed terminal rate in 2023 is anticipated, yield in other fixed income assets (e.g. bonds) increases. When yield of these&nbs","images":[{"img":"https://community-static.tradeup.com/news/536158cdb4713aa4094a08d5d598c800","width":"2400","height":"1080"},{"img":"https://community-static.tradeup.com/news/94038221789e70eddf2d596fe5ccdb1e","width":"1080","height":"2024"},{"img":"https://community-static.tradeup.com/news/91405fc0b889b334d71ca9357d85e5e5","width":"2400","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918172867","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911656356,"gmtCreate":1664199855875,"gmtModify":1676537408380,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"😁","listText":"😁","text":"😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911656356","repostId":"2269416801","repostType":4,"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994843388,"gmtCreate":1661609292046,"gmtModify":1676536549157,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994843388","repostId":"9995413447","repostType":1,"repost":{"id":9995413447,"gmtCreate":1661495533391,"gmtModify":1676536530617,"author":{"id":"4113824102564902","authorId":"4113824102564902","name":"Lionel8383","avatar":"https://community-static.tradeup.com/news/816b168172cfedf6cec338c52322f186","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>Heading towards the next iPhone 14! Maybe I should get a new MacBook Pro M2 if it launches at the same event!","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>Heading towards the next iPhone 14! Maybe I should get a new MacBook Pro M2 if it launches at the same event!","text":"$Apple(AAPL)$Heading towards the next iPhone 14! Maybe I should get a new MacBook Pro M2 if it launches at the same event!","images":[{"img":"https://community-static.tradeup.com/news/05ef3af493b52ed8550ff73e13177488","width":"1170","height":"2532"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995413447","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067637839,"gmtCreate":1652452064221,"gmtModify":1676535103644,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067637839","repostId":"2235411368","repostType":2,"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807913036,"gmtCreate":1627995781725,"gmtModify":1703499294483,"author":{"id":"4089870511727540","authorId":"4089870511727540","name":"jimcm","avatar":"https://static.tigerbbs.com/c32942224c09c28bda012467a9e0b80c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wtf","listText":"Wtf","text":"Wtf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807913036","repostId":"1126095878","repostType":4,"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}