Galaxy88 personal page - To The Moon

Galaxy88

No personal profile

11Follow

16Followers

0Topic

0Badge

2022-02-02

Up up

Sorry, the original content has been removed

2022-02-01

Nice

Investors Bullish on the EV Trend Should Take a Look at Fisker Stock

2022-01-21

Wow

Sorry, the original content has been removed

2022-01-18

Ok

Sorry, the original content has been removed

2022-01-17

Nice

Sorry, the original content has been removed

2022-01-14

Not a good news

Sorry, the original content has been removed

2022-01-12

Nice

7 Semiconductor Stocks With the Most Upside in the New Year

2022-01-12

Tell me your opinion about this news...

7 Semiconductor Stocks With the Most Upside in the New Year

2022-01-11

Hope for the best.

Sorry, the original content has been removed

2022-01-07

Wow nice

Sorry, the original content has been removed

2022-01-04

Good start of 2022 for Tesla 🎉

Sorry, the original content has been removed

2022-01-02

👍👏👏

XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla

2022-01-01

Good ya

What Happens When the S&P 500 Climbs More Than 25% in a Year? This Chart Shows Midteen Gains Usually Follow

2021-12-31

Ok

Sorry, the original content has been removed

2021-12-30

👌

These Are Tech's 10 Megatrends for 2022 — and the Stocks to Buy

2021-12-29

Noted

Sorry, the original content has been removed

2021-12-28

Nice run up to end 2021!

Sorry, the original content has been removed

2021-12-27

Most still enjoying the festive season 😊

Sorry, the original content has been removed

2021-12-26

Ok

Sorry, the original content has been removed

2021-12-24

Nice

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4091842669394280","uuid":"4091842669394280","gmtCreate":1628744964433,"gmtModify":1706620743143,"name":"Galaxy88","pinyin":"galaxy88","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":16,"headSize":11,"tweetSize":76,"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":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"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":"2024.05.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.29","exceedPercentage":"80.77%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.06","exceedPercentage":"80.11%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"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":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"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":9091146242,"gmtCreate":1643813466264,"gmtModify":1676533859101,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Up up&nbsp;","listText":"Up up&nbsp;","text":"Up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091146242","repostId":"1124126434","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093455317,"gmtCreate":1643691269077,"gmtModify":1676533845178,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093455317","repostId":"1138536970","repostType":4,"repost":{"id":"1138536970","kind":"news","pubTimestamp":1643675012,"share":"https://ttm.financial/m/news/1138536970?lang=&edition=fundamental","pubTime":"2022-02-01 08:23","market":"us","language":"en","title":"Investors Bullish on the EV Trend Should Take a Look at Fisker Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1138536970","media":"investorplace","summary":"In recent days, volatility in electric vehicle (EV) stocks has ratcheted up once again. Established ","content":"<html><head></head><body><p>In recent days, volatility in electric vehicle (EV) stocks has ratcheted up once again. Established and early-stage names alike have sold off. Fisker (NYSE:FSR) is no exception. Already moving lower, this latest, much sharper drop has pushed FSR stock back to around $11 per share.</p><p>Now, this isn’t the first time this former special purpose acquisition company (SPAC) has fallen back to its initial offering price. In fact, it happened several times last year, quickly followed up by a big spike higher. Of course, there’s no guarantee that will be the case this go-around.</p><p>Numerous factors are making investors more cautious about growth plays at the moment. We’ve seen this happen with tech stocks, and now it’s happening with EV stocks. This points to it not being a great opportunity for more risk-averse investors. It’ll likely continue to be volatile. That will be the case too down the road, when it starts to make deliveries of its first major vehicle, the Ocean, which is an all-electric SUV.</p><p>But if you’re bullish on the EV trend, and are looking to add positions to your portfolio after the sell off? You may want to consider this stock. It’s possible the market is underestimating its chances of grabbing a decent share of the mass affluent EV market.</p><p><b>The Latest With FSR Stock</b></p><p>The cause of Fisker’s latest plunge in price is pretty cut-and-dry. Investors have again soured on EV plays, concerned that the sector became too hot, too fast. Yet beyond its recent price performance, the company continues to plug along. It continues to make progress with bringing out its aforementioned Ocean model, scheduled to start production later this year.</p><p>As I discussed in my last article on FSR stock, the company unveiled its flagship model at the L.A. Auto Show in November. Since then, there hasn’t been too much “big news” out of the company. We’re still waiting on the next major update.</p><p>This will, however, likely arrive when Fisker next reports quarterly results. That’s scheduled to occur on Feb. 16. At that point, the market will have information to work with in order to assess whether its roughly 40% drop over the past two months was an overreaction.</p><p>Then again, you may not have to wait until earnings to decide whether to make this a buy or not. Again, it’s possible that, with its considerable price decline, shares have gone from “priced for perfection,” as they say, to “priced for disappointment.” This is on top of what was already muted enthusiasm for this EV play, compared to some of the “hotter” ones out there.</p><p><b>Don’t Discount Fisker’s Chances</b></p><p>With so many automakers, whether incumbent or EV-only, entering this space, it may seem like FSR stock is a risky wager. I won’t say that it isn’t, as there’s no guarantee that its vehicle will become a commercial success.</p><p>Still, many may be too cautious about this particular EV play, simply because of the fact this is the second time there’s been an attempt to roll out a Fisker-branded electric vehicle. Some of you may recall, early last decade, an EV startup mostly unrelated to this one (both were founded by Henrik Fisker), but operated under the same name, wound up in bankruptcy.</p><p>However, what happened to the “old” Fisker has no bearing on the new one. Comparing the two is a bit like comparing apples to oranges. Whereas the first one was attempting to build a brand at a time when EVs were in their infancy, this new endeavor is tapping into an increasingly mainstream market. Today, EV sales continue to grow at a rapid pace. The industry’s prospects are bright, and opportunity is ample.</p><p>More importantly, this “new” Fisker is taking an interesting (and perhaps smart) approach to scaling up its operations. Instead of bearing the high costs/high risk of building its own infrastructure, it’s partnering with an existing automotive giant to provide it. Sure, this may come at the cost of gross margins. Yet this approach could in hindsight pay off.</p><p><b>The Takeaway With FSR Stock</b></p><p>Earning a “B” rating in my Portfolio Grader, I wouldn’t consider Fisker another Tesla (NASDAQ:TSLA) in the making. A name like Lucid (NASDAQ:LCID) better fits the role of a possible “Tesla killer,” although it’s too early to say. Upside with this EV play, though, doesn’t hinge on it becoming a top dog in this space. Even a moderate level of success may be enough to send it back toward its past all-time high ($31.96 per share).</p><p>I would dive deeper into the company, its soon-to-be-built Ocean vehicles, and of course, its technology. But if you’re still confident that EV stocks will recover, and still have plenty of room to run, I would include FSR stock on a list of names to keep an eye on.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors Bullish on the EV Trend Should Take a Look at Fisker Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors Bullish on the EV Trend Should Take a Look at Fisker Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-01 08:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/fsr-stock-investors-bullish-ev-trend-should-take-look-at-fisker/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In recent days, volatility in electric vehicle (EV) stocks has ratcheted up once again. Established and early-stage names alike have sold off. Fisker (NYSE:FSR) is no exception. Already moving lower, ...</p>\n\n<a href=\"https://investorplace.com/2022/01/fsr-stock-investors-bullish-ev-trend-should-take-look-at-fisker/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSR":"菲斯克"},"source_url":"https://investorplace.com/2022/01/fsr-stock-investors-bullish-ev-trend-should-take-look-at-fisker/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138536970","content_text":"In recent days, volatility in electric vehicle (EV) stocks has ratcheted up once again. Established and early-stage names alike have sold off. Fisker (NYSE:FSR) is no exception. Already moving lower, this latest, much sharper drop has pushed FSR stock back to around $11 per share.Now, this isn’t the first time this former special purpose acquisition company (SPAC) has fallen back to its initial offering price. In fact, it happened several times last year, quickly followed up by a big spike higher. Of course, there’s no guarantee that will be the case this go-around.Numerous factors are making investors more cautious about growth plays at the moment. We’ve seen this happen with tech stocks, and now it’s happening with EV stocks. This points to it not being a great opportunity for more risk-averse investors. It’ll likely continue to be volatile. That will be the case too down the road, when it starts to make deliveries of its first major vehicle, the Ocean, which is an all-electric SUV.But if you’re bullish on the EV trend, and are looking to add positions to your portfolio after the sell off? You may want to consider this stock. It’s possible the market is underestimating its chances of grabbing a decent share of the mass affluent EV market.The Latest With FSR StockThe cause of Fisker’s latest plunge in price is pretty cut-and-dry. Investors have again soured on EV plays, concerned that the sector became too hot, too fast. Yet beyond its recent price performance, the company continues to plug along. It continues to make progress with bringing out its aforementioned Ocean model, scheduled to start production later this year.As I discussed in my last article on FSR stock, the company unveiled its flagship model at the L.A. Auto Show in November. Since then, there hasn’t been too much “big news” out of the company. We’re still waiting on the next major update.This will, however, likely arrive when Fisker next reports quarterly results. That’s scheduled to occur on Feb. 16. At that point, the market will have information to work with in order to assess whether its roughly 40% drop over the past two months was an overreaction.Then again, you may not have to wait until earnings to decide whether to make this a buy or not. Again, it’s possible that, with its considerable price decline, shares have gone from “priced for perfection,” as they say, to “priced for disappointment.” This is on top of what was already muted enthusiasm for this EV play, compared to some of the “hotter” ones out there.Don’t Discount Fisker’s ChancesWith so many automakers, whether incumbent or EV-only, entering this space, it may seem like FSR stock is a risky wager. I won’t say that it isn’t, as there’s no guarantee that its vehicle will become a commercial success.Still, many may be too cautious about this particular EV play, simply because of the fact this is the second time there’s been an attempt to roll out a Fisker-branded electric vehicle. Some of you may recall, early last decade, an EV startup mostly unrelated to this one (both were founded by Henrik Fisker), but operated under the same name, wound up in bankruptcy.However, what happened to the “old” Fisker has no bearing on the new one. Comparing the two is a bit like comparing apples to oranges. Whereas the first one was attempting to build a brand at a time when EVs were in their infancy, this new endeavor is tapping into an increasingly mainstream market. Today, EV sales continue to grow at a rapid pace. The industry’s prospects are bright, and opportunity is ample.More importantly, this “new” Fisker is taking an interesting (and perhaps smart) approach to scaling up its operations. Instead of bearing the high costs/high risk of building its own infrastructure, it’s partnering with an existing automotive giant to provide it. Sure, this may come at the cost of gross margins. Yet this approach could in hindsight pay off.The Takeaway With FSR StockEarning a “B” rating in my Portfolio Grader, I wouldn’t consider Fisker another Tesla (NASDAQ:TSLA) in the making. A name like Lucid (NASDAQ:LCID) better fits the role of a possible “Tesla killer,” although it’s too early to say. Upside with this EV play, though, doesn’t hinge on it becoming a top dog in this space. Even a moderate level of success may be enough to send it back toward its past all-time high ($31.96 per share).I would dive deeper into the company, its soon-to-be-built Ocean vehicles, and of course, its technology. But if you’re still confident that EV stocks will recover, and still have plenty of room to run, I would include FSR stock on a list of names to keep an eye on.","news_type":1},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007060436,"gmtCreate":1642722598327,"gmtModify":1676533739401,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007060436","repostId":"2205013143","repostType":4,"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004047593,"gmtCreate":1642464848821,"gmtModify":1676533712475,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004047593","repostId":"2204077133","repostType":4,"isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005722636,"gmtCreate":1642421132166,"gmtModify":1676533709318,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005722636","repostId":"1112981464","repostType":4,"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005975062,"gmtCreate":1642163247206,"gmtModify":1676533687881,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Not a good news&nbsp;","listText":"Not a good news&nbsp;","text":"Not a good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005975062","repostId":"1141205139","repostType":4,"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002697993,"gmtCreate":1641988876918,"gmtModify":1676533669152,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002697993","repostId":"1104667821","repostType":4,"repost":{"id":"1104667821","kind":"news","pubTimestamp":1641954638,"share":"https://ttm.financial/m/news/1104667821?lang=&edition=fundamental","pubTime":"2022-01-12 10:30","market":"us","language":"en","title":"7 Semiconductor Stocks With the Most Upside in the New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1104667821","media":"InvestorPlace","summary":"The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event i","content":"<html><head></head><body><p>The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event in the world,” marked the start of 2022. CES 2022 is an opportunity for technology companies to showcase their upcoming products. It also marks a seasonal peak for tech stocks. Investors tend to buy picks in the sector — like semiconductor stocks — ahead of the event, and then sell them. They expect the technology companies will not post anything new afterward.</p><p>The seasonal selling pressure may not show up this year. Covid is still disrupting public events and supply chains. Tech firms could also adjust their press release schedule. They might announce some of their new products and wait until later in the year to share bigger news.</p><p>For investors focused on the long-term, tech firms will continue thriving in 2022 and beyond. One crucial factor impacting the tech sector is semiconductors, which are vital to much of the technology that is seeing high demand. Chipmakers stand to benefit this year and beyond as they supply components needed across several sectors.</p><p>The semiconductor cycle is amid a secular growth phase. Demand for automobiles, personal computers, mobile phones and cloud computing will rise again this year. Prices will remain at current levels or increase due to tight supply chains.</p><p>With that backdrop in mind, these seven semiconductor stocks have the most upside potential this year:</p><ol><li><b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>)</li><li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li><li><b>MACOM Technology</b>(NASDAQ:<b><u>MTSI</u></b>)</li><li><b>Micron Technology</b>(NASDAQ:<b><u>MU</u></b>)</li><li><b>NVIDIA</b>(NASDAQ:<b><u>NVDA</u></b>)</li><li><b>Ultra Clean Holdings</b>(NASDAQ:<b><u>UCTT</u></b>)</li><li><b>United Microelectronics</b>(NYSE:<b><u>UMC</u></b>)</li></ol><p>From the quantitative scores supplied by Stock Rover, most companies score well on all metrics, especially on quality and growth. Companies that have weak value scores may risk a brief correction. However, investors are used to this volatility. Many semiconductor stocks trade at a premium because they offer strong growth in the year ahead.</p><p><img src=\"https://static.tigerbbs.com/6f62d1c16a880fcc7d20dd72366e5836\" tg-width=\"308\" tg-height=\"191\" width=\"100%\" height=\"auto\"/>Semiconductor Stocks: Advanced Micro Devices (AMD)</p><p>In the high-end gaming market, Advanced Micro Devices (AMD) dominates. This year, it will solidify its product offerings with the release of a Ryzen 9 6980HX mobile chip. The central processing unit (CPU) is a positive inflection point for AMD.<b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>) will manufacture the chip with its 6-nanometer process.</p><p>The chip is a gamechanger for the laptop gaming market because of its small size. It also runs on 5 gigahertz and will need only 45 watts of power. The company’s new Ryzen 9 6900HXwill have the same 8 cores and 16 threads as the 6980HX, but will run slightly slower. AMD could sell this chip to gamers for less.</p><p>In the graphics market, AMD will consolidate its market share with a mobile Radeon RX 6850XT. The graphics processing unit (GPU) will have plenty of memory and good performance.</p><p>Wall Street is cautious with AMD stock. The fair value is $143.71, according to Tipranks. Consider waiting for the stock to pull back first before buying. AMD already enjoyed a strong run-up in the last year.</p><p>Intel (INTC)</p><p>Intel is slowly catching up to AMD in the personal computer (PC) chip space. Its newer Alder Lake processor performs better than the i7-11900K series that preceded it. Additionally, its GPU segment is a potential catalyst that can unlock the discount in INTC stock.</p><p>Intel trades at a low price-to-earnings multiple. The company needs consumers to warm up to its discrete GPU release set for the first quarter. What might be better news is that Intel will reportedly release two DG2 Gaming GPUs in March.</p><p>Arc Alchemist, its new GPU series, will feature at least three cards. Its high-end offering will have 16GB of GDDR6 memory. Consumers will get the equivalent of the Nvidia GeForce RTX 3070’s or 3070 Ti’s performance with this Intel product.</p><p>Intel has a good chance of undermining Nvidia and AMD by becoming a major supplier of graphics cards. In 2021, both firms refreshed their GPUs with minimal performance enhancements. They raised the prices, taking advantage of the chip shortage and the overwhelming demand exceeding supply levels.</p><p>Semiconductor Stocks: MACOM Technology (MTSI)</p><p>Macom develops radio and wave semiconductor devices and components. It posted a strong fiscal fourth quarter that reaffirmed the business strength will continue.</p><p>In Q4, Macom posted revenue of$155.2 million. The gross margin was 58.1%. It enjoyed a net income of $17.1 million, or 24 cents a diluted share. In the current first quarter ended Dec. 31, 2021, Macom expects revenue of up to $161 million. The gross margin will be between 60% and 62%.</p><p>By 2025, Macom is on a good trajectory to reach its $1 billion revenue target. Chief Executive Officer Steve Daly said the company is starting the year with almost a near-record backlog. It is bringing better products to market. That suggests a margin expansion and higher profits for the long term.</p><p>Just as other chip firms are constrained, Macom is, too. For example, it has supply disruptions that have an impact on its capacity. This is hurting its assembly and test activity. Customers are adjusting to the delays by pushing out their system build schedules.</p><p>Micron Technology (MU)</p><p>Memory provider Micron posted strong quarterly results. CEO Sanjay Mehrotra said that the data economy is still in the early phases. This economy includes sectors like artificial intelligence, electric vehicles and data centers.</p><p>Micron is ramping up the release of 1-alpha dynamic random-access memory (DRAM) and 176-layer NAND products. Helped by strong demand in the first quarter, it will deliver record revenue in fiscal 2022. Unlike many hyped technology firms that lose money, Micron will post robust profitability. Tech investors tired of losing money in speculative stocks should consider MU stock instead.</p><p>Micron trades at a forward price-to-earnings ratio below that of the industry. As the table shows above, Micron scores a 91/100 on value.</p><p>The chip giant will work through the supply constraints by securing components. Eventually, the supply shortage will ease throughout 2022. Investors should expect Micron’s profit margins to expand next. At current valuations, Micron is still a discounted stock.</p><p>Readers may build a five-year discounted cash flow growth exit model. Revenue growth may slow in that period. The model still implies a fair value of more than $102.</p><p>Semiconductor Stocks: NVIDIA (NVDA)</p><p>Nothing highlights the extent of the GPU shortage quite like this story of a shopper being shut out by a cashier when buying an RTX 30-series card. Gamers need to spend more than $3,000 for an Nvidia RTX 3090, or around $1,500 for an RTX 3080. This is above the launch price of $699 for the RTX 3080.</p><p>Instead of waiting for prices to fall, consumers may rent Nvidia’s RTX 3080 power through its cloud gaming service. GeForce Now will potentially add plenty of recurring subscription revenue. It offers three membership tiers: free, priority and RTX 3080. The varying performance levels will appeal to gamers of all types.</p><p>Nvidia is not asking much from gamers interested in the service. This will lift the company’s margins for 2022. With the chip shortage showing no signs of easing, Nvidia may increase its monthly subscription rate to maximize profits.</p><p>More recently, <b>Meta’s</b>(NASDAQ:<b><u>FB</u></b>)investments in the metaverse will benefit Nvidia and AMD. Virtual worlds will need graphics chip power. As Nvidia sells more GPU cards and online services, its revenue will grow at strong rates for years to come.</p><p>Ultra Clean Holdings (UCTT)</p><p>Ultra Clean Holdings supplies critical subsystems, components and parts for semiconductors. It also offers purity cleaning solutions for the chipmaking industry.</p><p>In the third quarter, UCTT posted revenue growth of 52.4%year-over-year (YOY). It earned $1.07 a share on a non-GAAP basis (and 70 cents in GAAP EPS.) The company is growing quickly because it supplies many critical elements related to the semiconductor production process. With the chip shortage, customers cannot risk further delays related to packaging and test failures.</p><p>UCTT will expand its market by growing in four segments. It currently gains most of its revenue from its service, non-semiconductor, foundry and logic wafer fab equipment (WFE), and memory WFE offerings (per slide 10.)</p><p>The company navigated the supply bottlenecks well in the last quarter. It is working with its supply chain team to plan for delayed deliveries. By communicating setbacks with customers, UCTT will not lose its business.</p><p>Furthermore, it actively engages with suppliers. UCTT uses a collaborative planning and forecasting model. It has a strong sense of its output capability. Customers across key markets appreciate its timely deliveries.</p><p>Semiconductor Stocks: United Microelectronics (UMC)</p><p>United Microelectronics (UMC) is a global semiconductor foundry company in the integrated circuit fabrication market. Expect its strong revenue growth to continue this year.</p><p>For October 2020, UMC said that revenue grew by 25.36%. Additionally, the average selling prices for the 8-inch wafer equivalent will likely rise in the year ahead.</p><p>Notably, Asia accounted for 65% of revenue in Q3. Yet North America has strong demand and was only 22% of UMC’s business. As demand from communications grows, this chip company may beat investor expectations.</p><p>In the third-quarter conference call, CEO Jason Wang said that the P5, 10-K expansion (28 nanometers) would come online in Q2 2022. Its P6 expansion will come online late in 2023. The company has a systematic ramp schedule that will fuel its operating margin expansion in the next few years.</p><p>UMC is among the safest tech firms for investors. It has a disciplined capital expenditure philosophy. Even though the market is hot, the company is not overextending itself to chase profits. Instead, it drives a sustainable structure by limiting capex spending.</p><p>UMC always aligns its offerings with customer demand. Only after that review does the company make spending decisions.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Semiconductor Stocks With the Most Upside in the New Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Semiconductor Stocks With the Most Upside in the New Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/7-semiconductor-stocks-with-the-most-upside-in-the-new-year/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event in the world,” marked the start of 2022. CES 2022 is an opportunity for technology companies to ...</p>\n\n<a href=\"https://investorplace.com/2022/01/7-semiconductor-stocks-with-the-most-upside-in-the-new-year/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UCTT":"超科林半导体","UMC":"联电","AMD":"美国超微公司","MU":"美光科技","INTC":"英特尔","MTSI":"MACOM Technology Solutions Holdings, Inc.","NVDA":"英伟达"},"source_url":"https://investorplace.com/2022/01/7-semiconductor-stocks-with-the-most-upside-in-the-new-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104667821","content_text":"The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event in the world,” marked the start of 2022. CES 2022 is an opportunity for technology companies to showcase their upcoming products. It also marks a seasonal peak for tech stocks. Investors tend to buy picks in the sector — like semiconductor stocks — ahead of the event, and then sell them. They expect the technology companies will not post anything new afterward.The seasonal selling pressure may not show up this year. Covid is still disrupting public events and supply chains. Tech firms could also adjust their press release schedule. They might announce some of their new products and wait until later in the year to share bigger news.For investors focused on the long-term, tech firms will continue thriving in 2022 and beyond. One crucial factor impacting the tech sector is semiconductors, which are vital to much of the technology that is seeing high demand. Chipmakers stand to benefit this year and beyond as they supply components needed across several sectors.The semiconductor cycle is amid a secular growth phase. Demand for automobiles, personal computers, mobile phones and cloud computing will rise again this year. Prices will remain at current levels or increase due to tight supply chains.With that backdrop in mind, these seven semiconductor stocks have the most upside potential this year:Advanced Micro Devices(NASDAQ:AMD)Intel(NASDAQ:INTC)MACOM Technology(NASDAQ:MTSI)Micron Technology(NASDAQ:MU)NVIDIA(NASDAQ:NVDA)Ultra Clean Holdings(NASDAQ:UCTT)United Microelectronics(NYSE:UMC)From the quantitative scores supplied by Stock Rover, most companies score well on all metrics, especially on quality and growth. Companies that have weak value scores may risk a brief correction. However, investors are used to this volatility. Many semiconductor stocks trade at a premium because they offer strong growth in the year ahead.Semiconductor Stocks: Advanced Micro Devices (AMD)In the high-end gaming market, Advanced Micro Devices (AMD) dominates. This year, it will solidify its product offerings with the release of a Ryzen 9 6980HX mobile chip. The central processing unit (CPU) is a positive inflection point for AMD.Taiwan Semiconductor(NYSE:TSM) will manufacture the chip with its 6-nanometer process.The chip is a gamechanger for the laptop gaming market because of its small size. It also runs on 5 gigahertz and will need only 45 watts of power. The company’s new Ryzen 9 6900HXwill have the same 8 cores and 16 threads as the 6980HX, but will run slightly slower. AMD could sell this chip to gamers for less.In the graphics market, AMD will consolidate its market share with a mobile Radeon RX 6850XT. The graphics processing unit (GPU) will have plenty of memory and good performance.Wall Street is cautious with AMD stock. The fair value is $143.71, according to Tipranks. Consider waiting for the stock to pull back first before buying. AMD already enjoyed a strong run-up in the last year.Intel (INTC)Intel is slowly catching up to AMD in the personal computer (PC) chip space. Its newer Alder Lake processor performs better than the i7-11900K series that preceded it. Additionally, its GPU segment is a potential catalyst that can unlock the discount in INTC stock.Intel trades at a low price-to-earnings multiple. The company needs consumers to warm up to its discrete GPU release set for the first quarter. What might be better news is that Intel will reportedly release two DG2 Gaming GPUs in March.Arc Alchemist, its new GPU series, will feature at least three cards. Its high-end offering will have 16GB of GDDR6 memory. Consumers will get the equivalent of the Nvidia GeForce RTX 3070’s or 3070 Ti’s performance with this Intel product.Intel has a good chance of undermining Nvidia and AMD by becoming a major supplier of graphics cards. In 2021, both firms refreshed their GPUs with minimal performance enhancements. They raised the prices, taking advantage of the chip shortage and the overwhelming demand exceeding supply levels.Semiconductor Stocks: MACOM Technology (MTSI)Macom develops radio and wave semiconductor devices and components. It posted a strong fiscal fourth quarter that reaffirmed the business strength will continue.In Q4, Macom posted revenue of$155.2 million. The gross margin was 58.1%. It enjoyed a net income of $17.1 million, or 24 cents a diluted share. In the current first quarter ended Dec. 31, 2021, Macom expects revenue of up to $161 million. The gross margin will be between 60% and 62%.By 2025, Macom is on a good trajectory to reach its $1 billion revenue target. Chief Executive Officer Steve Daly said the company is starting the year with almost a near-record backlog. It is bringing better products to market. That suggests a margin expansion and higher profits for the long term.Just as other chip firms are constrained, Macom is, too. For example, it has supply disruptions that have an impact on its capacity. This is hurting its assembly and test activity. Customers are adjusting to the delays by pushing out their system build schedules.Micron Technology (MU)Memory provider Micron posted strong quarterly results. CEO Sanjay Mehrotra said that the data economy is still in the early phases. This economy includes sectors like artificial intelligence, electric vehicles and data centers.Micron is ramping up the release of 1-alpha dynamic random-access memory (DRAM) and 176-layer NAND products. Helped by strong demand in the first quarter, it will deliver record revenue in fiscal 2022. Unlike many hyped technology firms that lose money, Micron will post robust profitability. Tech investors tired of losing money in speculative stocks should consider MU stock instead.Micron trades at a forward price-to-earnings ratio below that of the industry. As the table shows above, Micron scores a 91/100 on value.The chip giant will work through the supply constraints by securing components. Eventually, the supply shortage will ease throughout 2022. Investors should expect Micron’s profit margins to expand next. At current valuations, Micron is still a discounted stock.Readers may build a five-year discounted cash flow growth exit model. Revenue growth may slow in that period. The model still implies a fair value of more than $102.Semiconductor Stocks: NVIDIA (NVDA)Nothing highlights the extent of the GPU shortage quite like this story of a shopper being shut out by a cashier when buying an RTX 30-series card. Gamers need to spend more than $3,000 for an Nvidia RTX 3090, or around $1,500 for an RTX 3080. This is above the launch price of $699 for the RTX 3080.Instead of waiting for prices to fall, consumers may rent Nvidia’s RTX 3080 power through its cloud gaming service. GeForce Now will potentially add plenty of recurring subscription revenue. It offers three membership tiers: free, priority and RTX 3080. The varying performance levels will appeal to gamers of all types.Nvidia is not asking much from gamers interested in the service. This will lift the company’s margins for 2022. With the chip shortage showing no signs of easing, Nvidia may increase its monthly subscription rate to maximize profits.More recently, Meta’s(NASDAQ:FB)investments in the metaverse will benefit Nvidia and AMD. Virtual worlds will need graphics chip power. As Nvidia sells more GPU cards and online services, its revenue will grow at strong rates for years to come.Ultra Clean Holdings (UCTT)Ultra Clean Holdings supplies critical subsystems, components and parts for semiconductors. It also offers purity cleaning solutions for the chipmaking industry.In the third quarter, UCTT posted revenue growth of 52.4%year-over-year (YOY). It earned $1.07 a share on a non-GAAP basis (and 70 cents in GAAP EPS.) The company is growing quickly because it supplies many critical elements related to the semiconductor production process. With the chip shortage, customers cannot risk further delays related to packaging and test failures.UCTT will expand its market by growing in four segments. It currently gains most of its revenue from its service, non-semiconductor, foundry and logic wafer fab equipment (WFE), and memory WFE offerings (per slide 10.)The company navigated the supply bottlenecks well in the last quarter. It is working with its supply chain team to plan for delayed deliveries. By communicating setbacks with customers, UCTT will not lose its business.Furthermore, it actively engages with suppliers. UCTT uses a collaborative planning and forecasting model. It has a strong sense of its output capability. Customers across key markets appreciate its timely deliveries.Semiconductor Stocks: United Microelectronics (UMC)United Microelectronics (UMC) is a global semiconductor foundry company in the integrated circuit fabrication market. Expect its strong revenue growth to continue this year.For October 2020, UMC said that revenue grew by 25.36%. Additionally, the average selling prices for the 8-inch wafer equivalent will likely rise in the year ahead.Notably, Asia accounted for 65% of revenue in Q3. Yet North America has strong demand and was only 22% of UMC’s business. As demand from communications grows, this chip company may beat investor expectations.In the third-quarter conference call, CEO Jason Wang said that the P5, 10-K expansion (28 nanometers) would come online in Q2 2022. Its P6 expansion will come online late in 2023. The company has a systematic ramp schedule that will fuel its operating margin expansion in the next few years.UMC is among the safest tech firms for investors. It has a disciplined capital expenditure philosophy. Even though the market is hot, the company is not overextending itself to chase profits. Instead, it drives a sustainable structure by limiting capex spending.UMC always aligns its offerings with customer demand. Only after that review does the company make spending decisions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002694553,"gmtCreate":1641988806342,"gmtModify":1676533669168,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002694553","repostId":"1104667821","repostType":4,"repost":{"id":"1104667821","kind":"news","pubTimestamp":1641954638,"share":"https://ttm.financial/m/news/1104667821?lang=&edition=fundamental","pubTime":"2022-01-12 10:30","market":"us","language":"en","title":"7 Semiconductor Stocks With the Most Upside in the New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1104667821","media":"InvestorPlace","summary":"The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event i","content":"<html><head></head><body><p>The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event in the world,” marked the start of 2022. CES 2022 is an opportunity for technology companies to showcase their upcoming products. It also marks a seasonal peak for tech stocks. Investors tend to buy picks in the sector — like semiconductor stocks — ahead of the event, and then sell them. They expect the technology companies will not post anything new afterward.</p><p>The seasonal selling pressure may not show up this year. Covid is still disrupting public events and supply chains. Tech firms could also adjust their press release schedule. They might announce some of their new products and wait until later in the year to share bigger news.</p><p>For investors focused on the long-term, tech firms will continue thriving in 2022 and beyond. One crucial factor impacting the tech sector is semiconductors, which are vital to much of the technology that is seeing high demand. Chipmakers stand to benefit this year and beyond as they supply components needed across several sectors.</p><p>The semiconductor cycle is amid a secular growth phase. Demand for automobiles, personal computers, mobile phones and cloud computing will rise again this year. Prices will remain at current levels or increase due to tight supply chains.</p><p>With that backdrop in mind, these seven semiconductor stocks have the most upside potential this year:</p><ol><li><b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>)</li><li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li><li><b>MACOM Technology</b>(NASDAQ:<b><u>MTSI</u></b>)</li><li><b>Micron Technology</b>(NASDAQ:<b><u>MU</u></b>)</li><li><b>NVIDIA</b>(NASDAQ:<b><u>NVDA</u></b>)</li><li><b>Ultra Clean Holdings</b>(NASDAQ:<b><u>UCTT</u></b>)</li><li><b>United Microelectronics</b>(NYSE:<b><u>UMC</u></b>)</li></ol><p>From the quantitative scores supplied by Stock Rover, most companies score well on all metrics, especially on quality and growth. Companies that have weak value scores may risk a brief correction. However, investors are used to this volatility. Many semiconductor stocks trade at a premium because they offer strong growth in the year ahead.</p><p><img src=\"https://static.tigerbbs.com/6f62d1c16a880fcc7d20dd72366e5836\" tg-width=\"308\" tg-height=\"191\" width=\"100%\" height=\"auto\"/>Semiconductor Stocks: Advanced Micro Devices (AMD)</p><p>In the high-end gaming market, Advanced Micro Devices (AMD) dominates. This year, it will solidify its product offerings with the release of a Ryzen 9 6980HX mobile chip. The central processing unit (CPU) is a positive inflection point for AMD.<b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>) will manufacture the chip with its 6-nanometer process.</p><p>The chip is a gamechanger for the laptop gaming market because of its small size. It also runs on 5 gigahertz and will need only 45 watts of power. The company’s new Ryzen 9 6900HXwill have the same 8 cores and 16 threads as the 6980HX, but will run slightly slower. AMD could sell this chip to gamers for less.</p><p>In the graphics market, AMD will consolidate its market share with a mobile Radeon RX 6850XT. The graphics processing unit (GPU) will have plenty of memory and good performance.</p><p>Wall Street is cautious with AMD stock. The fair value is $143.71, according to Tipranks. Consider waiting for the stock to pull back first before buying. AMD already enjoyed a strong run-up in the last year.</p><p>Intel (INTC)</p><p>Intel is slowly catching up to AMD in the personal computer (PC) chip space. Its newer Alder Lake processor performs better than the i7-11900K series that preceded it. Additionally, its GPU segment is a potential catalyst that can unlock the discount in INTC stock.</p><p>Intel trades at a low price-to-earnings multiple. The company needs consumers to warm up to its discrete GPU release set for the first quarter. What might be better news is that Intel will reportedly release two DG2 Gaming GPUs in March.</p><p>Arc Alchemist, its new GPU series, will feature at least three cards. Its high-end offering will have 16GB of GDDR6 memory. Consumers will get the equivalent of the Nvidia GeForce RTX 3070’s or 3070 Ti’s performance with this Intel product.</p><p>Intel has a good chance of undermining Nvidia and AMD by becoming a major supplier of graphics cards. In 2021, both firms refreshed their GPUs with minimal performance enhancements. They raised the prices, taking advantage of the chip shortage and the overwhelming demand exceeding supply levels.</p><p>Semiconductor Stocks: MACOM Technology (MTSI)</p><p>Macom develops radio and wave semiconductor devices and components. It posted a strong fiscal fourth quarter that reaffirmed the business strength will continue.</p><p>In Q4, Macom posted revenue of$155.2 million. The gross margin was 58.1%. It enjoyed a net income of $17.1 million, or 24 cents a diluted share. In the current first quarter ended Dec. 31, 2021, Macom expects revenue of up to $161 million. The gross margin will be between 60% and 62%.</p><p>By 2025, Macom is on a good trajectory to reach its $1 billion revenue target. Chief Executive Officer Steve Daly said the company is starting the year with almost a near-record backlog. It is bringing better products to market. That suggests a margin expansion and higher profits for the long term.</p><p>Just as other chip firms are constrained, Macom is, too. For example, it has supply disruptions that have an impact on its capacity. This is hurting its assembly and test activity. Customers are adjusting to the delays by pushing out their system build schedules.</p><p>Micron Technology (MU)</p><p>Memory provider Micron posted strong quarterly results. CEO Sanjay Mehrotra said that the data economy is still in the early phases. This economy includes sectors like artificial intelligence, electric vehicles and data centers.</p><p>Micron is ramping up the release of 1-alpha dynamic random-access memory (DRAM) and 176-layer NAND products. Helped by strong demand in the first quarter, it will deliver record revenue in fiscal 2022. Unlike many hyped technology firms that lose money, Micron will post robust profitability. Tech investors tired of losing money in speculative stocks should consider MU stock instead.</p><p>Micron trades at a forward price-to-earnings ratio below that of the industry. As the table shows above, Micron scores a 91/100 on value.</p><p>The chip giant will work through the supply constraints by securing components. Eventually, the supply shortage will ease throughout 2022. Investors should expect Micron’s profit margins to expand next. At current valuations, Micron is still a discounted stock.</p><p>Readers may build a five-year discounted cash flow growth exit model. Revenue growth may slow in that period. The model still implies a fair value of more than $102.</p><p>Semiconductor Stocks: NVIDIA (NVDA)</p><p>Nothing highlights the extent of the GPU shortage quite like this story of a shopper being shut out by a cashier when buying an RTX 30-series card. Gamers need to spend more than $3,000 for an Nvidia RTX 3090, or around $1,500 for an RTX 3080. This is above the launch price of $699 for the RTX 3080.</p><p>Instead of waiting for prices to fall, consumers may rent Nvidia’s RTX 3080 power through its cloud gaming service. GeForce Now will potentially add plenty of recurring subscription revenue. It offers three membership tiers: free, priority and RTX 3080. The varying performance levels will appeal to gamers of all types.</p><p>Nvidia is not asking much from gamers interested in the service. This will lift the company’s margins for 2022. With the chip shortage showing no signs of easing, Nvidia may increase its monthly subscription rate to maximize profits.</p><p>More recently, <b>Meta’s</b>(NASDAQ:<b><u>FB</u></b>)investments in the metaverse will benefit Nvidia and AMD. Virtual worlds will need graphics chip power. As Nvidia sells more GPU cards and online services, its revenue will grow at strong rates for years to come.</p><p>Ultra Clean Holdings (UCTT)</p><p>Ultra Clean Holdings supplies critical subsystems, components and parts for semiconductors. It also offers purity cleaning solutions for the chipmaking industry.</p><p>In the third quarter, UCTT posted revenue growth of 52.4%year-over-year (YOY). It earned $1.07 a share on a non-GAAP basis (and 70 cents in GAAP EPS.) The company is growing quickly because it supplies many critical elements related to the semiconductor production process. With the chip shortage, customers cannot risk further delays related to packaging and test failures.</p><p>UCTT will expand its market by growing in four segments. It currently gains most of its revenue from its service, non-semiconductor, foundry and logic wafer fab equipment (WFE), and memory WFE offerings (per slide 10.)</p><p>The company navigated the supply bottlenecks well in the last quarter. It is working with its supply chain team to plan for delayed deliveries. By communicating setbacks with customers, UCTT will not lose its business.</p><p>Furthermore, it actively engages with suppliers. UCTT uses a collaborative planning and forecasting model. It has a strong sense of its output capability. Customers across key markets appreciate its timely deliveries.</p><p>Semiconductor Stocks: United Microelectronics (UMC)</p><p>United Microelectronics (UMC) is a global semiconductor foundry company in the integrated circuit fabrication market. Expect its strong revenue growth to continue this year.</p><p>For October 2020, UMC said that revenue grew by 25.36%. Additionally, the average selling prices for the 8-inch wafer equivalent will likely rise in the year ahead.</p><p>Notably, Asia accounted for 65% of revenue in Q3. Yet North America has strong demand and was only 22% of UMC’s business. As demand from communications grows, this chip company may beat investor expectations.</p><p>In the third-quarter conference call, CEO Jason Wang said that the P5, 10-K expansion (28 nanometers) would come online in Q2 2022. Its P6 expansion will come online late in 2023. The company has a systematic ramp schedule that will fuel its operating margin expansion in the next few years.</p><p>UMC is among the safest tech firms for investors. It has a disciplined capital expenditure philosophy. Even though the market is hot, the company is not overextending itself to chase profits. Instead, it drives a sustainable structure by limiting capex spending.</p><p>UMC always aligns its offerings with customer demand. Only after that review does the company make spending decisions.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Semiconductor Stocks With the Most Upside in the New Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Semiconductor Stocks With the Most Upside in the New Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/7-semiconductor-stocks-with-the-most-upside-in-the-new-year/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event in the world,” marked the start of 2022. CES 2022 is an opportunity for technology companies to ...</p>\n\n<a href=\"https://investorplace.com/2022/01/7-semiconductor-stocks-with-the-most-upside-in-the-new-year/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UCTT":"超科林半导体","UMC":"联电","AMD":"美国超微公司","MU":"美光科技","INTC":"英特尔","MTSI":"MACOM Technology Solutions Holdings, Inc.","NVDA":"英伟达"},"source_url":"https://investorplace.com/2022/01/7-semiconductor-stocks-with-the-most-upside-in-the-new-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104667821","content_text":"The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event in the world,” marked the start of 2022. CES 2022 is an opportunity for technology companies to showcase their upcoming products. It also marks a seasonal peak for tech stocks. Investors tend to buy picks in the sector — like semiconductor stocks — ahead of the event, and then sell them. They expect the technology companies will not post anything new afterward.The seasonal selling pressure may not show up this year. Covid is still disrupting public events and supply chains. Tech firms could also adjust their press release schedule. They might announce some of their new products and wait until later in the year to share bigger news.For investors focused on the long-term, tech firms will continue thriving in 2022 and beyond. One crucial factor impacting the tech sector is semiconductors, which are vital to much of the technology that is seeing high demand. Chipmakers stand to benefit this year and beyond as they supply components needed across several sectors.The semiconductor cycle is amid a secular growth phase. Demand for automobiles, personal computers, mobile phones and cloud computing will rise again this year. Prices will remain at current levels or increase due to tight supply chains.With that backdrop in mind, these seven semiconductor stocks have the most upside potential this year:Advanced Micro Devices(NASDAQ:AMD)Intel(NASDAQ:INTC)MACOM Technology(NASDAQ:MTSI)Micron Technology(NASDAQ:MU)NVIDIA(NASDAQ:NVDA)Ultra Clean Holdings(NASDAQ:UCTT)United Microelectronics(NYSE:UMC)From the quantitative scores supplied by Stock Rover, most companies score well on all metrics, especially on quality and growth. Companies that have weak value scores may risk a brief correction. However, investors are used to this volatility. Many semiconductor stocks trade at a premium because they offer strong growth in the year ahead.Semiconductor Stocks: Advanced Micro Devices (AMD)In the high-end gaming market, Advanced Micro Devices (AMD) dominates. This year, it will solidify its product offerings with the release of a Ryzen 9 6980HX mobile chip. The central processing unit (CPU) is a positive inflection point for AMD.Taiwan Semiconductor(NYSE:TSM) will manufacture the chip with its 6-nanometer process.The chip is a gamechanger for the laptop gaming market because of its small size. It also runs on 5 gigahertz and will need only 45 watts of power. The company’s new Ryzen 9 6900HXwill have the same 8 cores and 16 threads as the 6980HX, but will run slightly slower. AMD could sell this chip to gamers for less.In the graphics market, AMD will consolidate its market share with a mobile Radeon RX 6850XT. The graphics processing unit (GPU) will have plenty of memory and good performance.Wall Street is cautious with AMD stock. The fair value is $143.71, according to Tipranks. Consider waiting for the stock to pull back first before buying. AMD already enjoyed a strong run-up in the last year.Intel (INTC)Intel is slowly catching up to AMD in the personal computer (PC) chip space. Its newer Alder Lake processor performs better than the i7-11900K series that preceded it. Additionally, its GPU segment is a potential catalyst that can unlock the discount in INTC stock.Intel trades at a low price-to-earnings multiple. The company needs consumers to warm up to its discrete GPU release set for the first quarter. What might be better news is that Intel will reportedly release two DG2 Gaming GPUs in March.Arc Alchemist, its new GPU series, will feature at least three cards. Its high-end offering will have 16GB of GDDR6 memory. Consumers will get the equivalent of the Nvidia GeForce RTX 3070’s or 3070 Ti’s performance with this Intel product.Intel has a good chance of undermining Nvidia and AMD by becoming a major supplier of graphics cards. In 2021, both firms refreshed their GPUs with minimal performance enhancements. They raised the prices, taking advantage of the chip shortage and the overwhelming demand exceeding supply levels.Semiconductor Stocks: MACOM Technology (MTSI)Macom develops radio and wave semiconductor devices and components. It posted a strong fiscal fourth quarter that reaffirmed the business strength will continue.In Q4, Macom posted revenue of$155.2 million. The gross margin was 58.1%. It enjoyed a net income of $17.1 million, or 24 cents a diluted share. In the current first quarter ended Dec. 31, 2021, Macom expects revenue of up to $161 million. The gross margin will be between 60% and 62%.By 2025, Macom is on a good trajectory to reach its $1 billion revenue target. Chief Executive Officer Steve Daly said the company is starting the year with almost a near-record backlog. It is bringing better products to market. That suggests a margin expansion and higher profits for the long term.Just as other chip firms are constrained, Macom is, too. For example, it has supply disruptions that have an impact on its capacity. This is hurting its assembly and test activity. Customers are adjusting to the delays by pushing out their system build schedules.Micron Technology (MU)Memory provider Micron posted strong quarterly results. CEO Sanjay Mehrotra said that the data economy is still in the early phases. This economy includes sectors like artificial intelligence, electric vehicles and data centers.Micron is ramping up the release of 1-alpha dynamic random-access memory (DRAM) and 176-layer NAND products. Helped by strong demand in the first quarter, it will deliver record revenue in fiscal 2022. Unlike many hyped technology firms that lose money, Micron will post robust profitability. Tech investors tired of losing money in speculative stocks should consider MU stock instead.Micron trades at a forward price-to-earnings ratio below that of the industry. As the table shows above, Micron scores a 91/100 on value.The chip giant will work through the supply constraints by securing components. Eventually, the supply shortage will ease throughout 2022. Investors should expect Micron’s profit margins to expand next. At current valuations, Micron is still a discounted stock.Readers may build a five-year discounted cash flow growth exit model. Revenue growth may slow in that period. The model still implies a fair value of more than $102.Semiconductor Stocks: NVIDIA (NVDA)Nothing highlights the extent of the GPU shortage quite like this story of a shopper being shut out by a cashier when buying an RTX 30-series card. Gamers need to spend more than $3,000 for an Nvidia RTX 3090, or around $1,500 for an RTX 3080. This is above the launch price of $699 for the RTX 3080.Instead of waiting for prices to fall, consumers may rent Nvidia’s RTX 3080 power through its cloud gaming service. GeForce Now will potentially add plenty of recurring subscription revenue. It offers three membership tiers: free, priority and RTX 3080. The varying performance levels will appeal to gamers of all types.Nvidia is not asking much from gamers interested in the service. This will lift the company’s margins for 2022. With the chip shortage showing no signs of easing, Nvidia may increase its monthly subscription rate to maximize profits.More recently, Meta’s(NASDAQ:FB)investments in the metaverse will benefit Nvidia and AMD. Virtual worlds will need graphics chip power. As Nvidia sells more GPU cards and online services, its revenue will grow at strong rates for years to come.Ultra Clean Holdings (UCTT)Ultra Clean Holdings supplies critical subsystems, components and parts for semiconductors. It also offers purity cleaning solutions for the chipmaking industry.In the third quarter, UCTT posted revenue growth of 52.4%year-over-year (YOY). It earned $1.07 a share on a non-GAAP basis (and 70 cents in GAAP EPS.) The company is growing quickly because it supplies many critical elements related to the semiconductor production process. With the chip shortage, customers cannot risk further delays related to packaging and test failures.UCTT will expand its market by growing in four segments. It currently gains most of its revenue from its service, non-semiconductor, foundry and logic wafer fab equipment (WFE), and memory WFE offerings (per slide 10.)The company navigated the supply bottlenecks well in the last quarter. It is working with its supply chain team to plan for delayed deliveries. By communicating setbacks with customers, UCTT will not lose its business.Furthermore, it actively engages with suppliers. UCTT uses a collaborative planning and forecasting model. It has a strong sense of its output capability. Customers across key markets appreciate its timely deliveries.Semiconductor Stocks: United Microelectronics (UMC)United Microelectronics (UMC) is a global semiconductor foundry company in the integrated circuit fabrication market. Expect its strong revenue growth to continue this year.For October 2020, UMC said that revenue grew by 25.36%. Additionally, the average selling prices for the 8-inch wafer equivalent will likely rise in the year ahead.Notably, Asia accounted for 65% of revenue in Q3. Yet North America has strong demand and was only 22% of UMC’s business. As demand from communications grows, this chip company may beat investor expectations.In the third-quarter conference call, CEO Jason Wang said that the P5, 10-K expansion (28 nanometers) would come online in Q2 2022. Its P6 expansion will come online late in 2023. The company has a systematic ramp schedule that will fuel its operating margin expansion in the next few years.UMC is among the safest tech firms for investors. It has a disciplined capital expenditure philosophy. Even though the market is hot, the company is not overextending itself to chase profits. Instead, it drives a sustainable structure by limiting capex spending.UMC always aligns its offerings with customer demand. Only after that review does the company make spending decisions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002942977,"gmtCreate":1641904315863,"gmtModify":1676533660186,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Hope for the best.&nbsp;","listText":"Hope for the best.&nbsp;","text":"Hope for the best.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002942977","repostId":"1145073996","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008452339,"gmtCreate":1641515360822,"gmtModify":1676533623608,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Wow nice&nbsp;","listText":"Wow nice&nbsp;","text":"Wow nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008452339","repostId":"2201296558","repostType":2,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001547193,"gmtCreate":1641288390918,"gmtModify":1676533593276,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Good start of 2022 for Tesla 🎉&nbsp;","listText":"Good start of 2022 for Tesla 🎉&nbsp;","text":"Good start of 2022 for Tesla 🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001547193","repostId":"1102940638","repostType":4,"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001093319,"gmtCreate":1641096293554,"gmtModify":1676533572140,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"👍👏👏","listText":"👍👏👏","text":"👍👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001093319","repostId":"1173416252","repostType":4,"repost":{"id":"1173416252","kind":"news","pubTimestamp":1641085354,"share":"https://ttm.financial/m/news/1173416252?lang=&edition=fundamental","pubTime":"2022-01-02 09:02","market":"us","language":"en","title":"XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1173416252","media":"Barrons","summary":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning","content":"<html><head></head><body><p>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.</p><p>NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.</p><p>About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.</p><p>Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.</p><p>Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.</p><p>NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.</p><p>Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.</p><p>December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.</p><p>Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.</p><p>Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&amp;P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.</p><p>Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.</p><p>Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.</p></body></html>","source":"market_watch","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>XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For 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\">\nXPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning...</p>\n\n<a href=\"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","TSLA":"特斯拉","LI":"理想汽车"},"source_url":"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1173416252","content_text":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003597660,"gmtCreate":1641006359724,"gmtModify":1676533563790,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Good ya&nbsp;","listText":"Good ya&nbsp;","text":"Good ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003597660","repostId":"2200744536","repostType":4,"repost":{"id":"2200744536","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1640998320,"share":"https://ttm.financial/m/news/2200744536?lang=&edition=fundamental","pubTime":"2022-01-01 08:52","market":"us","language":"en","title":"What Happens When the S&P 500 Climbs More Than 25% in a Year? This Chart Shows Midteen Gains Usually Follow","url":"https://stock-news.laohu8.com/highlight/detail?id=2200744536","media":"Dow Jones","summary":"No doubt, 2021 has been a stellar year for U.S. stocks.The S&P 500 index  is headed for a stellar 27","content":"<html><head></head><body><p>No doubt, 2021 has been a stellar year for U.S. stocks.</p><p>The S&amp;P 500 index  is headed for a stellar 27% annual gain as of Friday, the last day of trade in a year when highly transmissible coronavirus variants have kept the pandemic at the forefront.</p><p>But while such outsized stock-market gains have been fairly rare in the past 70 years, past performance shows that 2022 still could be a robust year for returns, according to a review of historical S&amp;P 500 performance by Truist Advisory Services.</p><p>Indeed, Keith Lerner, co-chief investment officer at Truist, found the S&amp;P 500 has produced at least 25% annual returns (including dividends), only 18 times since 1950. But in the following year, the broad-based index rose 82% of the time, notching average annual gains of 14% (see chart).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ece307d4b24390174454721a37fcabf\" tg-width=\"700\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500 notched 25%+ annual returns only 18 times since 1950 Truist Advisory Services</span></p><p>&#34;Two(T of the three years where stocks failed to rise, 1981 and 1990, coincided with recessions,&#34; Lerner wrote, in a Friday client note. &#34;Our work suggests near-term recession risk remains low.&#34;</p><p>&#34;The other downside market outlier was 1962, which was challenged by a flash crash and deteriorating investor confidence,&#34; Lerner wrote.</p><p>The coming year will kick off with Federal Reserve monetary policies that remain highly accommodative for financial assets, at least in its first few months. Pandemic support by central banks has been credited with underpinning the global economic recovery, while keeping credit flowing, but also pushing up asset prices to sometimes worrying levels.</p><p>The Dow Jones Industrial Average  was poised for a 19% annual gain for 2021, while the Nasdaq Composite Index  advanced about 22%, according to FactSet.</p><p>Fed Chairman Jerome Powell outlined plans in December to more aggressively reduce the central bank&#39;s hallmark $120 billion in monthly pandemic bond purchases, in a bid to combat inflation that&#39;s touched 1980s levels. It is targeting March as a potential end date for the program, after about two years. The Fed also penciled in three rated hikes in 2022.</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>What Happens When the S&P 500 Climbs More Than 25% in a Year? This Chart Shows Midteen Gains Usually Follow</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\">\nWhat Happens When the S&P 500 Climbs More Than 25% in a Year? This Chart Shows Midteen Gains Usually Follow\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-01-01 08:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>No doubt, 2021 has been a stellar year for U.S. stocks.</p><p>The S&amp;P 500 index  is headed for a stellar 27% annual gain as of Friday, the last day of trade in a year when highly transmissible coronavirus variants have kept the pandemic at the forefront.</p><p>But while such outsized stock-market gains have been fairly rare in the past 70 years, past performance shows that 2022 still could be a robust year for returns, according to a review of historical S&amp;P 500 performance by Truist Advisory Services.</p><p>Indeed, Keith Lerner, co-chief investment officer at Truist, found the S&amp;P 500 has produced at least 25% annual returns (including dividends), only 18 times since 1950. But in the following year, the broad-based index rose 82% of the time, notching average annual gains of 14% (see chart).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ece307d4b24390174454721a37fcabf\" tg-width=\"700\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500 notched 25%+ annual returns only 18 times since 1950 Truist Advisory Services</span></p><p>&#34;Two(T of the three years where stocks failed to rise, 1981 and 1990, coincided with recessions,&#34; Lerner wrote, in a Friday client note. &#34;Our work suggests near-term recession risk remains low.&#34;</p><p>&#34;The other downside market outlier was 1962, which was challenged by a flash crash and deteriorating investor confidence,&#34; Lerner wrote.</p><p>The coming year will kick off with Federal Reserve monetary policies that remain highly accommodative for financial assets, at least in its first few months. Pandemic support by central banks has been credited with underpinning the global economic recovery, while keeping credit flowing, but also pushing up asset prices to sometimes worrying levels.</p><p>The Dow Jones Industrial Average  was poised for a 19% annual gain for 2021, while the Nasdaq Composite Index  advanced about 22%, according to FactSet.</p><p>Fed Chairman Jerome Powell outlined plans in December to more aggressively reduce the central bank&#39;s hallmark $120 billion in monthly pandemic bond purchases, in a bid to combat inflation that&#39;s touched 1980s levels. It is targeting March as a potential end date for the program, after about two years. The Fed also penciled in three rated hikes in 2022.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4504":"桥水持仓","SPY":"标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200744536","content_text":"No doubt, 2021 has been a stellar year for U.S. stocks.The S&P 500 index  is headed for a stellar 27% annual gain as of Friday, the last day of trade in a year when highly transmissible coronavirus variants have kept the pandemic at the forefront.But while such outsized stock-market gains have been fairly rare in the past 70 years, past performance shows that 2022 still could be a robust year for returns, according to a review of historical S&P 500 performance by Truist Advisory Services.Indeed, Keith Lerner, co-chief investment officer at Truist, found the S&P 500 has produced at least 25% annual returns (including dividends), only 18 times since 1950. But in the following year, the broad-based index rose 82% of the time, notching average annual gains of 14% (see chart).S&P 500 notched 25%+ annual returns only 18 times since 1950 Truist Advisory Services\"Two(T of the three years where stocks failed to rise, 1981 and 1990, coincided with recessions,\" Lerner wrote, in a Friday client note. \"Our work suggests near-term recession risk remains low.\"\"The other downside market outlier was 1962, which was challenged by a flash crash and deteriorating investor confidence,\" Lerner wrote.The coming year will kick off with Federal Reserve monetary policies that remain highly accommodative for financial assets, at least in its first few months. Pandemic support by central banks has been credited with underpinning the global economic recovery, while keeping credit flowing, but also pushing up asset prices to sometimes worrying levels.The Dow Jones Industrial Average  was poised for a 19% annual gain for 2021, while the Nasdaq Composite Index  advanced about 22%, according to FactSet.Fed Chairman Jerome Powell outlined plans in December to more aggressively reduce the central bank's hallmark $120 billion in monthly pandemic bond purchases, in a bid to combat inflation that's touched 1980s levels. It is targeting March as a potential end date for the program, after about two years. The Fed also penciled in three rated hikes in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003875413,"gmtCreate":1640946777794,"gmtModify":1676533557524,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003875413","repostId":"1122161745","repostType":4,"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003936815,"gmtCreate":1640842025935,"gmtModify":1676533547131,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003936815","repostId":"1112468184","repostType":4,"repost":{"id":"1112468184","kind":"news","pubTimestamp":1640826006,"share":"https://ttm.financial/m/news/1112468184?lang=&edition=fundamental","pubTime":"2021-12-30 09:00","market":"us","language":"en","title":"These Are Tech's 10 Megatrends for 2022 — and the Stocks to Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1112468184","media":"Marketwatch","summary":"It’s been a turbulent year for stock markets – record levels across all major indexes despite an ons","content":"<html><head></head><body><p>It’s been a turbulent year for stock markets – record levels across all major indexes despite an onslaught of economic worries and what feels like never-ending variants of Covid-19. Now it’s time to look ahead to 10 major technology trends and which companies show the most promise to win big in 2022.</p><p><b>Cloud computing</b></p><p><b>Top pick: Amazon</b></p><p>Amazon AMZN has enjoyed the leadership position in Cloud for some time, and its AWS business now tops $16 billion in revenue a quarter. However, there have been two notable AWS outages in recent months. More broadly, Amazon’s stock price has badly lagged the S&amp;P 500 SPX in 2021 with a gain of only 4.8% through Dec. 28. Yet given that enterprise cloud investment is not expected to slow in 2022 and that AWS is Amazon’s cash-cow business, I expect the new year to be better for Amazon shareholders.</p><p><b>Keep an eye out for: Oracle</b></p><p>Oracle ORCL enjoyed a substantial growth year, capped off by a $28 billion deal to acquire Cerner, which sells software that helps doctors access and analyze medical records. In 2021, Oracle provided a peek into its Cloud growth, a business now exceeding $10 billion annually. Combined with its strong stock performance — up 37% through Dec. 28 — and stability in volatile markets, Oracle looks primed for more growth in 2022.</p><p><b>Metaverse</b></p><p><b>Top pick: Roblox</b></p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> FB (once known as Facebook) may be receiving much credit for the popularization of the Metaverse. However, Roblox RBLX has spent 17 years creating immersive experiences that could be considered the Metaverse. It claims that half of U.S. children are on the platform and that a developer community of 10 million has created more than 24 million experiences on the Roblox platform.</p><p>While Meta and others look to AR and VR to create the Metaverse experience. Roblox has taken a more real-world approach to its gaming platform that has made it a real leader in the space. This practical approach coupled with continued platform adoption should lead to continued gains as the popularization of the technology leads to more investors looking to get into the space.</p><p><b>Keep an eye out for: NVIDIA</b></p><p>CEO Jensen Huang doesn’t acknowledge the Metaverse, but the company NVDA has been playing a pivotal role in developing this technology with its Omniverse Platform. With 40 million developers looking for the tools to unlock the Metaverse, NVIDIA’s technology seems primed to be a critical contributor, and we will most likely see NVIDIA continue to run alongside this trend in 2022.</p><p><b>5G</b></p><p><b>Top pick: Qualcomm</b></p><p>5G has been a hot topic for a few years, but the technology gained steam in 2021 with more than 560 million 5G handsets shipping worldwide. Qualcomm QCOM benefits as both a leading chip maker and licenser of 5G technologies that goes into nearly every 5G-enabled handset. The year ahead will be another big year for 5G. It won’t just be handsets, but also automotive, IoT, infrastructure and more–all of which are beneficial to Qualcomm.</p><p><b>Keep an eye out for: Apple</b></p><p>As part of their 2019 settlement, Apple AAPL still depends on Qualcomm for 5G chipsets and technology as part of its license agreement, which may last longer than most think. However, since rolling out its iPhone 13 with 5G, the company has quickly become the world’s leader in 5G handset shipments, accounting for nearly <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of all 5G handsets worldwide. While I’ve been critical of the lack of 5G mmWave in its international units, I think that will come with the next generation, meaning more sales, more revenue and even happier shareholders.</p><p><b>Digital transformation</b></p><p><b>Top pick: Microsoft</b></p><p>Microsoft MSFT has had a great year, with the stock up 53% though Dec. 28 and both revenue and profit continuing to grow every quarter under the leadership of Satya Nadella. Its portfolio from software to cloud to devices is one of the most, if not the most comprehensive, to meet the needs of enterprises in their transition to digital. Even with rising interest rates, inflation, and COVID-19, it’s hard to see a scenario where Microsoft’s stock doesn’t continue its ascent.</p><p><b>Keep an eye out for: Alphabet</b></p><p>With stock-market gains of 67% thought Dec. 28, Google parent Alphabet GOOG GOOGL has outperformed Microsoft. While a lot of its business success can be attributed to its massive ad revenue, Alphabet has quietly built up a modern productivity suite that includes Cloud, SaaS, business applications, collaboration, and more. That makes it a great partner for companies looking to expedite their digital transformation. With the ad business underpinning the company, I believe Alphabet’s bets on enabling digital for enterprise and SMB will help it keep its momentum in 2022.</p><p><b>E-commerce and customer experience</b></p><p><b>Top pick: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b></p><p>Amazon may feel like the low-hanging fruit here, but I think 2022 will be a big year for Adobe. The company’s stock recently took a significant hit following its earnings and investor day. Still, its stack of creative and experience technologies for marketers puts it in the pole position for a strong bounce back in 2022. Adobe’s experience cloud, which enjoys a rising TAM to more than $200 billion by 2024, is something I feel investors should keep a close eye on, as this is where the most significant subsection of Adobe’s growth will come over the next few years.</p><p><b>Keep an eye out for: Twilio</b></p><p>Hit hard by the growth selloff, Twilio’s TWLO stock is down more than 23% thought Dec. 28. However, its technology, developer ecosystem, and several key acquisitions, including Segment CDP, put the company in an excellent position as one of the leading platforms for enterprises seeking to deliver best-of-breed customer experiences through mobile and digital platforms. It’s far from a sure thing, but the upside for Twilio is enticing.</p><p><b>Enterprise collaboration</b></p><p><b>Top pick: Microsoft</b></p><p>With 250 million monthly active users, Microsoft Teams is the hands-down winner here. As the company diversifies to be more than just collaboration and the center of the work experience, it is looking increasingly difficult for the competition. Watch what <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> does with Slack, but right now, Microsoft has a big head start.</p><p><b>Keep an eye out for: <a href=\"https://laohu8.com/S/ZM\">Zoom</a></b></p><p>A pandemic darling, Zoom Video Communications ZM saw its stock shoot up to $500 on the stay-at-home trade, only to fall back below $200, causing its deal to acquire cloud contact-center software firm Five9 to fall apart. With all of that in mind, the company still enjoys a massive user base and strong double-digit growth after surpassing $1 billion a quarter in revenue. It is also diversifying with its platform into hybrid events and asynchronous messaging. As I see it, Zoom shares went up too fast and then went down too fast. I think there is an opportunity here for Zoom and its investors.</p><p><b>Artificial intelligence (AI)</b></p><p><b>Top pick: NVIDIA</b></p><p>This one isn’t even close, and investors have had their say as NVIDIA’s stock-market value has gone north of $760 billion and on its way to $1 trillion. Investors have shaken off its increasingly unlikely bid to acquire ARM, and that is because growth is so good without it. Whether it’s AI for gaming, Metaverse, conversation, recommendations, or automotive, the company offers the software, hardware, and frameworks needed to implement AI at scale.</p><p><b>Keep an eye out for: Amazon</b></p><p>Amazon has gone all-in on its homegrown chipmaking, and it will bear fruit for the company in 2022. While AWS’s portfolio of AI and machine learning services offers GPUs from the likes of Intel and NVIDIA, the company has built a future where its offers highly competitive or market-leading performance for AI training and inference. While I don’t see AWS going toe-to-toe with NVIDIA to be the “AI” company, I do think its rapid capabilities to deliver enterprise-oriented virtual servers in the cloud, known as instances, will help keep AWS growing near or above 30% rate it has enjoyed over the past year.</p><p><b>Autonomous vehicle/ADAS technology</b></p><p><b>Top pick: Intel <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a></b></p><p>I focused on technology makers that stand to win big from the interest in autonomous vehicles that has sent names like Lucid LCID and Rivian RIVN to stock-market values above GM, BMW, Volkswagen and others despite barely having any revenue. I believe Mobileye, now currently part of Intel INTC, is set to deliver big returns to shareholders in 2022. With the recent announcement that it will spin off its Mobileye business that it acquired less than five years ago, Intel stands to unlock considerable value through this deal. With more than 100 million eyeQ ADAS units shipped by Mobileye to date, I believe this could be an even bigger winner for investors who get in on Mobileye’s impending IPO as well as for Intel, which will remain Mobileye’s largest shareholder.</p><p><b>Keep an eye out for: Qualcomm</b></p><p>With recent design wins from the likes of BMW and GM, Qualcomm’s automotive design pipeline has swelled above $10 billion and stands to become the company’s next billion-dollar annual business. The company’s Snapdragon Ride platform is a full stack of components to address advanced driver assistance systems, or ADAS, telematics and infotainment, and it can be done on an open platform that makes it easier for large auto makers to adopt and iteratively upgrade their vehicles on a shorter time horizon.</p><p>I don’t think Qualcomm’s automotive business has been highly appreciated by investors as the company’s stock-market value has surged above $200 billion, and that could be a good thing for its share price in 2022.</p><p><b>Semiconductors</b></p><p><b>Top pick: <a href=\"https://laohu8.com/S/AMD\">AMD</a></b></p><p>Much like NVIDIA has become the darling of AI, AMD AMD has become one of the most exciting names in semiconductors; the company has taken market share in laptops, and perhaps more important, servers over the past few years.</p><p>The growth under CEO Lisa Su has been nothing short of remarkable. The stock has climbed 67% through Dec. 28, and the company claimed a 10% market share in the datacenter server space for the first time since 2007. That growth has been critical to the company’s top-line growth and its increasing margins, making it even more attractive to its investors.</p><p><b>Keep an eye out for: Marvell</b></p><p>It seems like Marvell MRVL CEO Matt Murphy can do no wrong. The chipmaker’s turnaround has been underpinned by solid growth in key secular trends, including 5G, automotive, and datacenter. In 2021, Marvell went from being part of a large swath of semiconductor names to one of the must-own names for those that share my belief that semiconductors will eat the world. The stock nearly doubled in 2021 and has recently hit an all-time high; count on more gains in 2022.</p><p><b>Enterprise software</b></p><p><b>Top pick: Salesforce</b></p><p>This one was a close call, given that Microsoft and Oracle both have had a solid year for their enterprise software. However, Salesforce CRM has been extraordinarily stable in its growth, and I’m increasingly optimistic about its platform, Hyperforce, and how that will expand its growth trajectory. The company has made several significant acquisitions in MuleSoft, Tableau and, most recently, Slack, and I think the best of Salesforce is yet to come. Its humble 15% stock-market gain through Dec. 28 makes it stand out as a smart pick for a pop in 2022.</p><p><b>Keep an eye out for: SAP</b></p><p>This name may not exude excitement, but SAP SAP XE:SAP touts more than 425,000 customers, and this means strong recurring revenue. Now it’s making a real push into the cloud, and that transition makes SAP an interesting growth opportunity in 2022. With 77% of its revenue falling into the “predictable” category and mid-double-digit (20%) cloud growth, there is a real opportunity for upside if its cloud transformation continues to take shape.</p></body></html>","source":"market_watch","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>These Are Tech's 10 Megatrends for 2022 — and the Stocks to Buy</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\">\nThese Are Tech's 10 Megatrends for 2022 — and the Stocks to Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-are-techs-10-megatrends-for-2022-and-the-stocks-to-buy-11640790443?mod=newsviewer_click><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s been a turbulent year for stock markets – record levels across all major indexes despite an onslaught of economic worries and what feels like never-ending variants of Covid-19. Now it’s time to ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-are-techs-10-megatrends-for-2022-and-the-stocks-to-buy-11640790443?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation","INTC":"英特尔","NVDA":"英伟达","ORCL":"甲骨文","AAPL":"苹果","MRVL":"迈威尔科技","QCOM":"高通","CRM":"赛富时","TWLO":"Twilio Inc","ZM":"Zoom","ADBE":"Adobe","GOOG":"谷歌","AMD":"美国超微公司","SAP":"SAP SE","AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://www.marketwatch.com/story/these-are-techs-10-megatrends-for-2022-and-the-stocks-to-buy-11640790443?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1112468184","content_text":"It’s been a turbulent year for stock markets – record levels across all major indexes despite an onslaught of economic worries and what feels like never-ending variants of Covid-19. Now it’s time to look ahead to 10 major technology trends and which companies show the most promise to win big in 2022.Cloud computingTop pick: AmazonAmazon AMZN has enjoyed the leadership position in Cloud for some time, and its AWS business now tops $16 billion in revenue a quarter. However, there have been two notable AWS outages in recent months. More broadly, Amazon’s stock price has badly lagged the S&P 500 SPX in 2021 with a gain of only 4.8% through Dec. 28. Yet given that enterprise cloud investment is not expected to slow in 2022 and that AWS is Amazon’s cash-cow business, I expect the new year to be better for Amazon shareholders.Keep an eye out for: OracleOracle ORCL enjoyed a substantial growth year, capped off by a $28 billion deal to acquire Cerner, which sells software that helps doctors access and analyze medical records. In 2021, Oracle provided a peek into its Cloud growth, a business now exceeding $10 billion annually. Combined with its strong stock performance — up 37% through Dec. 28 — and stability in volatile markets, Oracle looks primed for more growth in 2022.MetaverseTop pick: RobloxMeta Platforms FB (once known as Facebook) may be receiving much credit for the popularization of the Metaverse. However, Roblox RBLX has spent 17 years creating immersive experiences that could be considered the Metaverse. It claims that half of U.S. children are on the platform and that a developer community of 10 million has created more than 24 million experiences on the Roblox platform.While Meta and others look to AR and VR to create the Metaverse experience. Roblox has taken a more real-world approach to its gaming platform that has made it a real leader in the space. This practical approach coupled with continued platform adoption should lead to continued gains as the popularization of the technology leads to more investors looking to get into the space.Keep an eye out for: NVIDIACEO Jensen Huang doesn’t acknowledge the Metaverse, but the company NVDA has been playing a pivotal role in developing this technology with its Omniverse Platform. With 40 million developers looking for the tools to unlock the Metaverse, NVIDIA’s technology seems primed to be a critical contributor, and we will most likely see NVIDIA continue to run alongside this trend in 2022.5GTop pick: Qualcomm5G has been a hot topic for a few years, but the technology gained steam in 2021 with more than 560 million 5G handsets shipping worldwide. Qualcomm QCOM benefits as both a leading chip maker and licenser of 5G technologies that goes into nearly every 5G-enabled handset. The year ahead will be another big year for 5G. It won’t just be handsets, but also automotive, IoT, infrastructure and more–all of which are beneficial to Qualcomm.Keep an eye out for: AppleAs part of their 2019 settlement, Apple AAPL still depends on Qualcomm for 5G chipsets and technology as part of its license agreement, which may last longer than most think. However, since rolling out its iPhone 13 with 5G, the company has quickly become the world’s leader in 5G handset shipments, accounting for nearly one-third of all 5G handsets worldwide. While I’ve been critical of the lack of 5G mmWave in its international units, I think that will come with the next generation, meaning more sales, more revenue and even happier shareholders.Digital transformationTop pick: MicrosoftMicrosoft MSFT has had a great year, with the stock up 53% though Dec. 28 and both revenue and profit continuing to grow every quarter under the leadership of Satya Nadella. Its portfolio from software to cloud to devices is one of the most, if not the most comprehensive, to meet the needs of enterprises in their transition to digital. Even with rising interest rates, inflation, and COVID-19, it’s hard to see a scenario where Microsoft’s stock doesn’t continue its ascent.Keep an eye out for: AlphabetWith stock-market gains of 67% thought Dec. 28, Google parent Alphabet GOOG GOOGL has outperformed Microsoft. While a lot of its business success can be attributed to its massive ad revenue, Alphabet has quietly built up a modern productivity suite that includes Cloud, SaaS, business applications, collaboration, and more. That makes it a great partner for companies looking to expedite their digital transformation. With the ad business underpinning the company, I believe Alphabet’s bets on enabling digital for enterprise and SMB will help it keep its momentum in 2022.E-commerce and customer experienceTop pick: AdobeAmazon may feel like the low-hanging fruit here, but I think 2022 will be a big year for Adobe. The company’s stock recently took a significant hit following its earnings and investor day. Still, its stack of creative and experience technologies for marketers puts it in the pole position for a strong bounce back in 2022. Adobe’s experience cloud, which enjoys a rising TAM to more than $200 billion by 2024, is something I feel investors should keep a close eye on, as this is where the most significant subsection of Adobe’s growth will come over the next few years.Keep an eye out for: TwilioHit hard by the growth selloff, Twilio’s TWLO stock is down more than 23% thought Dec. 28. However, its technology, developer ecosystem, and several key acquisitions, including Segment CDP, put the company in an excellent position as one of the leading platforms for enterprises seeking to deliver best-of-breed customer experiences through mobile and digital platforms. It’s far from a sure thing, but the upside for Twilio is enticing.Enterprise collaborationTop pick: MicrosoftWith 250 million monthly active users, Microsoft Teams is the hands-down winner here. As the company diversifies to be more than just collaboration and the center of the work experience, it is looking increasingly difficult for the competition. Watch what Salesforce does with Slack, but right now, Microsoft has a big head start.Keep an eye out for: ZoomA pandemic darling, Zoom Video Communications ZM saw its stock shoot up to $500 on the stay-at-home trade, only to fall back below $200, causing its deal to acquire cloud contact-center software firm Five9 to fall apart. With all of that in mind, the company still enjoys a massive user base and strong double-digit growth after surpassing $1 billion a quarter in revenue. It is also diversifying with its platform into hybrid events and asynchronous messaging. As I see it, Zoom shares went up too fast and then went down too fast. I think there is an opportunity here for Zoom and its investors.Artificial intelligence (AI)Top pick: NVIDIAThis one isn’t even close, and investors have had their say as NVIDIA’s stock-market value has gone north of $760 billion and on its way to $1 trillion. Investors have shaken off its increasingly unlikely bid to acquire ARM, and that is because growth is so good without it. Whether it’s AI for gaming, Metaverse, conversation, recommendations, or automotive, the company offers the software, hardware, and frameworks needed to implement AI at scale.Keep an eye out for: AmazonAmazon has gone all-in on its homegrown chipmaking, and it will bear fruit for the company in 2022. While AWS’s portfolio of AI and machine learning services offers GPUs from the likes of Intel and NVIDIA, the company has built a future where its offers highly competitive or market-leading performance for AI training and inference. While I don’t see AWS going toe-to-toe with NVIDIA to be the “AI” company, I do think its rapid capabilities to deliver enterprise-oriented virtual servers in the cloud, known as instances, will help keep AWS growing near or above 30% rate it has enjoyed over the past year.Autonomous vehicle/ADAS technologyTop pick: Intel MobileyeI focused on technology makers that stand to win big from the interest in autonomous vehicles that has sent names like Lucid LCID and Rivian RIVN to stock-market values above GM, BMW, Volkswagen and others despite barely having any revenue. I believe Mobileye, now currently part of Intel INTC, is set to deliver big returns to shareholders in 2022. With the recent announcement that it will spin off its Mobileye business that it acquired less than five years ago, Intel stands to unlock considerable value through this deal. With more than 100 million eyeQ ADAS units shipped by Mobileye to date, I believe this could be an even bigger winner for investors who get in on Mobileye’s impending IPO as well as for Intel, which will remain Mobileye’s largest shareholder.Keep an eye out for: QualcommWith recent design wins from the likes of BMW and GM, Qualcomm’s automotive design pipeline has swelled above $10 billion and stands to become the company’s next billion-dollar annual business. The company’s Snapdragon Ride platform is a full stack of components to address advanced driver assistance systems, or ADAS, telematics and infotainment, and it can be done on an open platform that makes it easier for large auto makers to adopt and iteratively upgrade their vehicles on a shorter time horizon.I don’t think Qualcomm’s automotive business has been highly appreciated by investors as the company’s stock-market value has surged above $200 billion, and that could be a good thing for its share price in 2022.SemiconductorsTop pick: AMDMuch like NVIDIA has become the darling of AI, AMD AMD has become one of the most exciting names in semiconductors; the company has taken market share in laptops, and perhaps more important, servers over the past few years.The growth under CEO Lisa Su has been nothing short of remarkable. The stock has climbed 67% through Dec. 28, and the company claimed a 10% market share in the datacenter server space for the first time since 2007. That growth has been critical to the company’s top-line growth and its increasing margins, making it even more attractive to its investors.Keep an eye out for: MarvellIt seems like Marvell MRVL CEO Matt Murphy can do no wrong. The chipmaker’s turnaround has been underpinned by solid growth in key secular trends, including 5G, automotive, and datacenter. In 2021, Marvell went from being part of a large swath of semiconductor names to one of the must-own names for those that share my belief that semiconductors will eat the world. The stock nearly doubled in 2021 and has recently hit an all-time high; count on more gains in 2022.Enterprise softwareTop pick: SalesforceThis one was a close call, given that Microsoft and Oracle both have had a solid year for their enterprise software. However, Salesforce CRM has been extraordinarily stable in its growth, and I’m increasingly optimistic about its platform, Hyperforce, and how that will expand its growth trajectory. The company has made several significant acquisitions in MuleSoft, Tableau and, most recently, Slack, and I think the best of Salesforce is yet to come. Its humble 15% stock-market gain through Dec. 28 makes it stand out as a smart pick for a pop in 2022.Keep an eye out for: SAPThis name may not exude excitement, but SAP SAP XE:SAP touts more than 425,000 customers, and this means strong recurring revenue. Now it’s making a real push into the cloud, and that transition makes SAP an interesting growth opportunity in 2022. With 77% of its revenue falling into the “predictable” category and mid-double-digit (20%) cloud growth, there is a real opportunity for upside if its cloud transformation continues to take shape.","news_type":1},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009469573,"gmtCreate":1640759812295,"gmtModify":1676533539895,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009469573","repostId":"1147732268","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009654590,"gmtCreate":1640659976150,"gmtModify":1676533532557,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Nice run up to end 2021!&nbsp;","listText":"Nice run up to end 2021!&nbsp;","text":"Nice run up to end 2021!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009654590","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009837888,"gmtCreate":1640604498797,"gmtModify":1676533528485,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Most still enjoying the festive season 😊","listText":"Most still enjoying the festive season 😊","text":"Most still enjoying the festive season 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009837888","repostId":"1154609715","repostType":4,"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009321099,"gmtCreate":1640513618035,"gmtModify":1676533523950,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009321099","repostId":"2193178197","repostType":4,"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000776445,"gmtCreate":1640332553898,"gmtModify":1676533516975,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091842669394280","authorIdStr":"4091842669394280"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000776445","repostId":"1109764882","repostType":4,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9093455317,"gmtCreate":1643691269077,"gmtModify":1676533845178,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093455317","repostId":"1138536970","repostType":4,"repost":{"id":"1138536970","kind":"news","pubTimestamp":1643675012,"share":"https://ttm.financial/m/news/1138536970?lang=&edition=fundamental","pubTime":"2022-02-01 08:23","market":"us","language":"en","title":"Investors Bullish on the EV Trend Should Take a Look at Fisker Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1138536970","media":"investorplace","summary":"In recent days, volatility in electric vehicle (EV) stocks has ratcheted up once again. Established ","content":"<html><head></head><body><p>In recent days, volatility in electric vehicle (EV) stocks has ratcheted up once again. Established and early-stage names alike have sold off. Fisker (NYSE:FSR) is no exception. Already moving lower, this latest, much sharper drop has pushed FSR stock back to around $11 per share.</p><p>Now, this isn’t the first time this former special purpose acquisition company (SPAC) has fallen back to its initial offering price. In fact, it happened several times last year, quickly followed up by a big spike higher. Of course, there’s no guarantee that will be the case this go-around.</p><p>Numerous factors are making investors more cautious about growth plays at the moment. We’ve seen this happen with tech stocks, and now it’s happening with EV stocks. This points to it not being a great opportunity for more risk-averse investors. It’ll likely continue to be volatile. That will be the case too down the road, when it starts to make deliveries of its first major vehicle, the Ocean, which is an all-electric SUV.</p><p>But if you’re bullish on the EV trend, and are looking to add positions to your portfolio after the sell off? You may want to consider this stock. It’s possible the market is underestimating its chances of grabbing a decent share of the mass affluent EV market.</p><p><b>The Latest With FSR Stock</b></p><p>The cause of Fisker’s latest plunge in price is pretty cut-and-dry. Investors have again soured on EV plays, concerned that the sector became too hot, too fast. Yet beyond its recent price performance, the company continues to plug along. It continues to make progress with bringing out its aforementioned Ocean model, scheduled to start production later this year.</p><p>As I discussed in my last article on FSR stock, the company unveiled its flagship model at the L.A. Auto Show in November. Since then, there hasn’t been too much “big news” out of the company. We’re still waiting on the next major update.</p><p>This will, however, likely arrive when Fisker next reports quarterly results. That’s scheduled to occur on Feb. 16. At that point, the market will have information to work with in order to assess whether its roughly 40% drop over the past two months was an overreaction.</p><p>Then again, you may not have to wait until earnings to decide whether to make this a buy or not. Again, it’s possible that, with its considerable price decline, shares have gone from “priced for perfection,” as they say, to “priced for disappointment.” This is on top of what was already muted enthusiasm for this EV play, compared to some of the “hotter” ones out there.</p><p><b>Don’t Discount Fisker’s Chances</b></p><p>With so many automakers, whether incumbent or EV-only, entering this space, it may seem like FSR stock is a risky wager. I won’t say that it isn’t, as there’s no guarantee that its vehicle will become a commercial success.</p><p>Still, many may be too cautious about this particular EV play, simply because of the fact this is the second time there’s been an attempt to roll out a Fisker-branded electric vehicle. Some of you may recall, early last decade, an EV startup mostly unrelated to this one (both were founded by Henrik Fisker), but operated under the same name, wound up in bankruptcy.</p><p>However, what happened to the “old” Fisker has no bearing on the new one. Comparing the two is a bit like comparing apples to oranges. Whereas the first one was attempting to build a brand at a time when EVs were in their infancy, this new endeavor is tapping into an increasingly mainstream market. Today, EV sales continue to grow at a rapid pace. The industry’s prospects are bright, and opportunity is ample.</p><p>More importantly, this “new” Fisker is taking an interesting (and perhaps smart) approach to scaling up its operations. Instead of bearing the high costs/high risk of building its own infrastructure, it’s partnering with an existing automotive giant to provide it. Sure, this may come at the cost of gross margins. Yet this approach could in hindsight pay off.</p><p><b>The Takeaway With FSR Stock</b></p><p>Earning a “B” rating in my Portfolio Grader, I wouldn’t consider Fisker another Tesla (NASDAQ:TSLA) in the making. A name like Lucid (NASDAQ:LCID) better fits the role of a possible “Tesla killer,” although it’s too early to say. Upside with this EV play, though, doesn’t hinge on it becoming a top dog in this space. Even a moderate level of success may be enough to send it back toward its past all-time high ($31.96 per share).</p><p>I would dive deeper into the company, its soon-to-be-built Ocean vehicles, and of course, its technology. But if you’re still confident that EV stocks will recover, and still have plenty of room to run, I would include FSR stock on a list of names to keep an eye on.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors Bullish on the EV Trend Should Take a Look at Fisker Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors Bullish on the EV Trend Should Take a Look at Fisker Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-01 08:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/fsr-stock-investors-bullish-ev-trend-should-take-look-at-fisker/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In recent days, volatility in electric vehicle (EV) stocks has ratcheted up once again. Established and early-stage names alike have sold off. Fisker (NYSE:FSR) is no exception. Already moving lower, ...</p>\n\n<a href=\"https://investorplace.com/2022/01/fsr-stock-investors-bullish-ev-trend-should-take-look-at-fisker/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSR":"菲斯克"},"source_url":"https://investorplace.com/2022/01/fsr-stock-investors-bullish-ev-trend-should-take-look-at-fisker/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138536970","content_text":"In recent days, volatility in electric vehicle (EV) stocks has ratcheted up once again. Established and early-stage names alike have sold off. Fisker (NYSE:FSR) is no exception. Already moving lower, this latest, much sharper drop has pushed FSR stock back to around $11 per share.Now, this isn’t the first time this former special purpose acquisition company (SPAC) has fallen back to its initial offering price. In fact, it happened several times last year, quickly followed up by a big spike higher. Of course, there’s no guarantee that will be the case this go-around.Numerous factors are making investors more cautious about growth plays at the moment. We’ve seen this happen with tech stocks, and now it’s happening with EV stocks. This points to it not being a great opportunity for more risk-averse investors. It’ll likely continue to be volatile. That will be the case too down the road, when it starts to make deliveries of its first major vehicle, the Ocean, which is an all-electric SUV.But if you’re bullish on the EV trend, and are looking to add positions to your portfolio after the sell off? You may want to consider this stock. It’s possible the market is underestimating its chances of grabbing a decent share of the mass affluent EV market.The Latest With FSR StockThe cause of Fisker’s latest plunge in price is pretty cut-and-dry. Investors have again soured on EV plays, concerned that the sector became too hot, too fast. Yet beyond its recent price performance, the company continues to plug along. It continues to make progress with bringing out its aforementioned Ocean model, scheduled to start production later this year.As I discussed in my last article on FSR stock, the company unveiled its flagship model at the L.A. Auto Show in November. Since then, there hasn’t been too much “big news” out of the company. We’re still waiting on the next major update.This will, however, likely arrive when Fisker next reports quarterly results. That’s scheduled to occur on Feb. 16. At that point, the market will have information to work with in order to assess whether its roughly 40% drop over the past two months was an overreaction.Then again, you may not have to wait until earnings to decide whether to make this a buy or not. Again, it’s possible that, with its considerable price decline, shares have gone from “priced for perfection,” as they say, to “priced for disappointment.” This is on top of what was already muted enthusiasm for this EV play, compared to some of the “hotter” ones out there.Don’t Discount Fisker’s ChancesWith so many automakers, whether incumbent or EV-only, entering this space, it may seem like FSR stock is a risky wager. I won’t say that it isn’t, as there’s no guarantee that its vehicle will become a commercial success.Still, many may be too cautious about this particular EV play, simply because of the fact this is the second time there’s been an attempt to roll out a Fisker-branded electric vehicle. Some of you may recall, early last decade, an EV startup mostly unrelated to this one (both were founded by Henrik Fisker), but operated under the same name, wound up in bankruptcy.However, what happened to the “old” Fisker has no bearing on the new one. Comparing the two is a bit like comparing apples to oranges. Whereas the first one was attempting to build a brand at a time when EVs were in their infancy, this new endeavor is tapping into an increasingly mainstream market. Today, EV sales continue to grow at a rapid pace. The industry’s prospects are bright, and opportunity is ample.More importantly, this “new” Fisker is taking an interesting (and perhaps smart) approach to scaling up its operations. Instead of bearing the high costs/high risk of building its own infrastructure, it’s partnering with an existing automotive giant to provide it. Sure, this may come at the cost of gross margins. Yet this approach could in hindsight pay off.The Takeaway With FSR StockEarning a “B” rating in my Portfolio Grader, I wouldn’t consider Fisker another Tesla (NASDAQ:TSLA) in the making. A name like Lucid (NASDAQ:LCID) better fits the role of a possible “Tesla killer,” although it’s too early to say. Upside with this EV play, though, doesn’t hinge on it becoming a top dog in this space. Even a moderate level of success may be enough to send it back toward its past all-time high ($31.96 per share).I would dive deeper into the company, its soon-to-be-built Ocean vehicles, and of course, its technology. But if you’re still confident that EV stocks will recover, and still have plenty of room to run, I would include FSR stock on a list of names to keep an eye on.","news_type":1},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004047593,"gmtCreate":1642464848821,"gmtModify":1676533712475,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004047593","repostId":"2204077133","repostType":4,"isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001547193,"gmtCreate":1641288390918,"gmtModify":1676533593276,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Good start of 2022 for Tesla 🎉&nbsp;","listText":"Good start of 2022 for Tesla 🎉&nbsp;","text":"Good start of 2022 for Tesla 🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001547193","repostId":"1102940638","repostType":4,"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003597660,"gmtCreate":1641006359724,"gmtModify":1676533563790,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Good ya&nbsp;","listText":"Good ya&nbsp;","text":"Good ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003597660","repostId":"2200744536","repostType":4,"repost":{"id":"2200744536","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1640998320,"share":"https://ttm.financial/m/news/2200744536?lang=&edition=fundamental","pubTime":"2022-01-01 08:52","market":"us","language":"en","title":"What Happens When the S&P 500 Climbs More Than 25% in a Year? This Chart Shows Midteen Gains Usually Follow","url":"https://stock-news.laohu8.com/highlight/detail?id=2200744536","media":"Dow Jones","summary":"No doubt, 2021 has been a stellar year for U.S. stocks.The S&P 500 index  is headed for a stellar 27","content":"<html><head></head><body><p>No doubt, 2021 has been a stellar year for U.S. stocks.</p><p>The S&amp;P 500 index  is headed for a stellar 27% annual gain as of Friday, the last day of trade in a year when highly transmissible coronavirus variants have kept the pandemic at the forefront.</p><p>But while such outsized stock-market gains have been fairly rare in the past 70 years, past performance shows that 2022 still could be a robust year for returns, according to a review of historical S&amp;P 500 performance by Truist Advisory Services.</p><p>Indeed, Keith Lerner, co-chief investment officer at Truist, found the S&amp;P 500 has produced at least 25% annual returns (including dividends), only 18 times since 1950. But in the following year, the broad-based index rose 82% of the time, notching average annual gains of 14% (see chart).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ece307d4b24390174454721a37fcabf\" tg-width=\"700\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500 notched 25%+ annual returns only 18 times since 1950 Truist Advisory Services</span></p><p>&#34;Two(T of the three years where stocks failed to rise, 1981 and 1990, coincided with recessions,&#34; Lerner wrote, in a Friday client note. &#34;Our work suggests near-term recession risk remains low.&#34;</p><p>&#34;The other downside market outlier was 1962, which was challenged by a flash crash and deteriorating investor confidence,&#34; Lerner wrote.</p><p>The coming year will kick off with Federal Reserve monetary policies that remain highly accommodative for financial assets, at least in its first few months. Pandemic support by central banks has been credited with underpinning the global economic recovery, while keeping credit flowing, but also pushing up asset prices to sometimes worrying levels.</p><p>The Dow Jones Industrial Average  was poised for a 19% annual gain for 2021, while the Nasdaq Composite Index  advanced about 22%, according to FactSet.</p><p>Fed Chairman Jerome Powell outlined plans in December to more aggressively reduce the central bank&#39;s hallmark $120 billion in monthly pandemic bond purchases, in a bid to combat inflation that&#39;s touched 1980s levels. It is targeting March as a potential end date for the program, after about two years. The Fed also penciled in three rated hikes in 2022.</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>What Happens When the S&P 500 Climbs More Than 25% in a Year? This Chart Shows Midteen Gains Usually Follow</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\">\nWhat Happens When the S&P 500 Climbs More Than 25% in a Year? This Chart Shows Midteen Gains Usually Follow\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-01-01 08:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>No doubt, 2021 has been a stellar year for U.S. stocks.</p><p>The S&amp;P 500 index  is headed for a stellar 27% annual gain as of Friday, the last day of trade in a year when highly transmissible coronavirus variants have kept the pandemic at the forefront.</p><p>But while such outsized stock-market gains have been fairly rare in the past 70 years, past performance shows that 2022 still could be a robust year for returns, according to a review of historical S&amp;P 500 performance by Truist Advisory Services.</p><p>Indeed, Keith Lerner, co-chief investment officer at Truist, found the S&amp;P 500 has produced at least 25% annual returns (including dividends), only 18 times since 1950. But in the following year, the broad-based index rose 82% of the time, notching average annual gains of 14% (see chart).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ece307d4b24390174454721a37fcabf\" tg-width=\"700\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500 notched 25%+ annual returns only 18 times since 1950 Truist Advisory Services</span></p><p>&#34;Two(T of the three years where stocks failed to rise, 1981 and 1990, coincided with recessions,&#34; Lerner wrote, in a Friday client note. &#34;Our work suggests near-term recession risk remains low.&#34;</p><p>&#34;The other downside market outlier was 1962, which was challenged by a flash crash and deteriorating investor confidence,&#34; Lerner wrote.</p><p>The coming year will kick off with Federal Reserve monetary policies that remain highly accommodative for financial assets, at least in its first few months. Pandemic support by central banks has been credited with underpinning the global economic recovery, while keeping credit flowing, but also pushing up asset prices to sometimes worrying levels.</p><p>The Dow Jones Industrial Average  was poised for a 19% annual gain for 2021, while the Nasdaq Composite Index  advanced about 22%, according to FactSet.</p><p>Fed Chairman Jerome Powell outlined plans in December to more aggressively reduce the central bank&#39;s hallmark $120 billion in monthly pandemic bond purchases, in a bid to combat inflation that&#39;s touched 1980s levels. It is targeting March as a potential end date for the program, after about two years. The Fed also penciled in three rated hikes in 2022.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4504":"桥水持仓","SPY":"标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200744536","content_text":"No doubt, 2021 has been a stellar year for U.S. stocks.The S&P 500 index  is headed for a stellar 27% annual gain as of Friday, the last day of trade in a year when highly transmissible coronavirus variants have kept the pandemic at the forefront.But while such outsized stock-market gains have been fairly rare in the past 70 years, past performance shows that 2022 still could be a robust year for returns, according to a review of historical S&P 500 performance by Truist Advisory Services.Indeed, Keith Lerner, co-chief investment officer at Truist, found the S&P 500 has produced at least 25% annual returns (including dividends), only 18 times since 1950. But in the following year, the broad-based index rose 82% of the time, notching average annual gains of 14% (see chart).S&P 500 notched 25%+ annual returns only 18 times since 1950 Truist Advisory Services\"Two(T of the three years where stocks failed to rise, 1981 and 1990, coincided with recessions,\" Lerner wrote, in a Friday client note. \"Our work suggests near-term recession risk remains low.\"\"The other downside market outlier was 1962, which was challenged by a flash crash and deteriorating investor confidence,\" Lerner wrote.The coming year will kick off with Federal Reserve monetary policies that remain highly accommodative for financial assets, at least in its first few months. Pandemic support by central banks has been credited with underpinning the global economic recovery, while keeping credit flowing, but also pushing up asset prices to sometimes worrying levels.The Dow Jones Industrial Average  was poised for a 19% annual gain for 2021, while the Nasdaq Composite Index  advanced about 22%, according to FactSet.Fed Chairman Jerome Powell outlined plans in December to more aggressively reduce the central bank's hallmark $120 billion in monthly pandemic bond purchases, in a bid to combat inflation that's touched 1980s levels. It is targeting March as a potential end date for the program, after about two years. The Fed also penciled in three rated hikes in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007060436,"gmtCreate":1642722598327,"gmtModify":1676533739401,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007060436","repostId":"2205013143","repostType":4,"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002694553,"gmtCreate":1641988806342,"gmtModify":1676533669168,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002694553","repostId":"1104667821","repostType":4,"repost":{"id":"1104667821","kind":"news","pubTimestamp":1641954638,"share":"https://ttm.financial/m/news/1104667821?lang=&edition=fundamental","pubTime":"2022-01-12 10:30","market":"us","language":"en","title":"7 Semiconductor Stocks With the Most Upside in the New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1104667821","media":"InvestorPlace","summary":"The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event i","content":"<html><head></head><body><p>The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event in the world,” marked the start of 2022. CES 2022 is an opportunity for technology companies to showcase their upcoming products. It also marks a seasonal peak for tech stocks. Investors tend to buy picks in the sector — like semiconductor stocks — ahead of the event, and then sell them. They expect the technology companies will not post anything new afterward.</p><p>The seasonal selling pressure may not show up this year. Covid is still disrupting public events and supply chains. Tech firms could also adjust their press release schedule. They might announce some of their new products and wait until later in the year to share bigger news.</p><p>For investors focused on the long-term, tech firms will continue thriving in 2022 and beyond. One crucial factor impacting the tech sector is semiconductors, which are vital to much of the technology that is seeing high demand. Chipmakers stand to benefit this year and beyond as they supply components needed across several sectors.</p><p>The semiconductor cycle is amid a secular growth phase. Demand for automobiles, personal computers, mobile phones and cloud computing will rise again this year. Prices will remain at current levels or increase due to tight supply chains.</p><p>With that backdrop in mind, these seven semiconductor stocks have the most upside potential this year:</p><ol><li><b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>)</li><li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li><li><b>MACOM Technology</b>(NASDAQ:<b><u>MTSI</u></b>)</li><li><b>Micron Technology</b>(NASDAQ:<b><u>MU</u></b>)</li><li><b>NVIDIA</b>(NASDAQ:<b><u>NVDA</u></b>)</li><li><b>Ultra Clean Holdings</b>(NASDAQ:<b><u>UCTT</u></b>)</li><li><b>United Microelectronics</b>(NYSE:<b><u>UMC</u></b>)</li></ol><p>From the quantitative scores supplied by Stock Rover, most companies score well on all metrics, especially on quality and growth. Companies that have weak value scores may risk a brief correction. However, investors are used to this volatility. Many semiconductor stocks trade at a premium because they offer strong growth in the year ahead.</p><p><img src=\"https://static.tigerbbs.com/6f62d1c16a880fcc7d20dd72366e5836\" tg-width=\"308\" tg-height=\"191\" width=\"100%\" height=\"auto\"/>Semiconductor Stocks: Advanced Micro Devices (AMD)</p><p>In the high-end gaming market, Advanced Micro Devices (AMD) dominates. This year, it will solidify its product offerings with the release of a Ryzen 9 6980HX mobile chip. The central processing unit (CPU) is a positive inflection point for AMD.<b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>) will manufacture the chip with its 6-nanometer process.</p><p>The chip is a gamechanger for the laptop gaming market because of its small size. It also runs on 5 gigahertz and will need only 45 watts of power. The company’s new Ryzen 9 6900HXwill have the same 8 cores and 16 threads as the 6980HX, but will run slightly slower. AMD could sell this chip to gamers for less.</p><p>In the graphics market, AMD will consolidate its market share with a mobile Radeon RX 6850XT. The graphics processing unit (GPU) will have plenty of memory and good performance.</p><p>Wall Street is cautious with AMD stock. The fair value is $143.71, according to Tipranks. Consider waiting for the stock to pull back first before buying. AMD already enjoyed a strong run-up in the last year.</p><p>Intel (INTC)</p><p>Intel is slowly catching up to AMD in the personal computer (PC) chip space. Its newer Alder Lake processor performs better than the i7-11900K series that preceded it. Additionally, its GPU segment is a potential catalyst that can unlock the discount in INTC stock.</p><p>Intel trades at a low price-to-earnings multiple. The company needs consumers to warm up to its discrete GPU release set for the first quarter. What might be better news is that Intel will reportedly release two DG2 Gaming GPUs in March.</p><p>Arc Alchemist, its new GPU series, will feature at least three cards. Its high-end offering will have 16GB of GDDR6 memory. Consumers will get the equivalent of the Nvidia GeForce RTX 3070’s or 3070 Ti’s performance with this Intel product.</p><p>Intel has a good chance of undermining Nvidia and AMD by becoming a major supplier of graphics cards. In 2021, both firms refreshed their GPUs with minimal performance enhancements. They raised the prices, taking advantage of the chip shortage and the overwhelming demand exceeding supply levels.</p><p>Semiconductor Stocks: MACOM Technology (MTSI)</p><p>Macom develops radio and wave semiconductor devices and components. It posted a strong fiscal fourth quarter that reaffirmed the business strength will continue.</p><p>In Q4, Macom posted revenue of$155.2 million. The gross margin was 58.1%. It enjoyed a net income of $17.1 million, or 24 cents a diluted share. In the current first quarter ended Dec. 31, 2021, Macom expects revenue of up to $161 million. The gross margin will be between 60% and 62%.</p><p>By 2025, Macom is on a good trajectory to reach its $1 billion revenue target. Chief Executive Officer Steve Daly said the company is starting the year with almost a near-record backlog. It is bringing better products to market. That suggests a margin expansion and higher profits for the long term.</p><p>Just as other chip firms are constrained, Macom is, too. For example, it has supply disruptions that have an impact on its capacity. This is hurting its assembly and test activity. Customers are adjusting to the delays by pushing out their system build schedules.</p><p>Micron Technology (MU)</p><p>Memory provider Micron posted strong quarterly results. CEO Sanjay Mehrotra said that the data economy is still in the early phases. This economy includes sectors like artificial intelligence, electric vehicles and data centers.</p><p>Micron is ramping up the release of 1-alpha dynamic random-access memory (DRAM) and 176-layer NAND products. Helped by strong demand in the first quarter, it will deliver record revenue in fiscal 2022. Unlike many hyped technology firms that lose money, Micron will post robust profitability. Tech investors tired of losing money in speculative stocks should consider MU stock instead.</p><p>Micron trades at a forward price-to-earnings ratio below that of the industry. As the table shows above, Micron scores a 91/100 on value.</p><p>The chip giant will work through the supply constraints by securing components. Eventually, the supply shortage will ease throughout 2022. Investors should expect Micron’s profit margins to expand next. At current valuations, Micron is still a discounted stock.</p><p>Readers may build a five-year discounted cash flow growth exit model. Revenue growth may slow in that period. The model still implies a fair value of more than $102.</p><p>Semiconductor Stocks: NVIDIA (NVDA)</p><p>Nothing highlights the extent of the GPU shortage quite like this story of a shopper being shut out by a cashier when buying an RTX 30-series card. Gamers need to spend more than $3,000 for an Nvidia RTX 3090, or around $1,500 for an RTX 3080. This is above the launch price of $699 for the RTX 3080.</p><p>Instead of waiting for prices to fall, consumers may rent Nvidia’s RTX 3080 power through its cloud gaming service. GeForce Now will potentially add plenty of recurring subscription revenue. It offers three membership tiers: free, priority and RTX 3080. The varying performance levels will appeal to gamers of all types.</p><p>Nvidia is not asking much from gamers interested in the service. This will lift the company’s margins for 2022. With the chip shortage showing no signs of easing, Nvidia may increase its monthly subscription rate to maximize profits.</p><p>More recently, <b>Meta’s</b>(NASDAQ:<b><u>FB</u></b>)investments in the metaverse will benefit Nvidia and AMD. Virtual worlds will need graphics chip power. As Nvidia sells more GPU cards and online services, its revenue will grow at strong rates for years to come.</p><p>Ultra Clean Holdings (UCTT)</p><p>Ultra Clean Holdings supplies critical subsystems, components and parts for semiconductors. It also offers purity cleaning solutions for the chipmaking industry.</p><p>In the third quarter, UCTT posted revenue growth of 52.4%year-over-year (YOY). It earned $1.07 a share on a non-GAAP basis (and 70 cents in GAAP EPS.) The company is growing quickly because it supplies many critical elements related to the semiconductor production process. With the chip shortage, customers cannot risk further delays related to packaging and test failures.</p><p>UCTT will expand its market by growing in four segments. It currently gains most of its revenue from its service, non-semiconductor, foundry and logic wafer fab equipment (WFE), and memory WFE offerings (per slide 10.)</p><p>The company navigated the supply bottlenecks well in the last quarter. It is working with its supply chain team to plan for delayed deliveries. By communicating setbacks with customers, UCTT will not lose its business.</p><p>Furthermore, it actively engages with suppliers. UCTT uses a collaborative planning and forecasting model. It has a strong sense of its output capability. Customers across key markets appreciate its timely deliveries.</p><p>Semiconductor Stocks: United Microelectronics (UMC)</p><p>United Microelectronics (UMC) is a global semiconductor foundry company in the integrated circuit fabrication market. Expect its strong revenue growth to continue this year.</p><p>For October 2020, UMC said that revenue grew by 25.36%. Additionally, the average selling prices for the 8-inch wafer equivalent will likely rise in the year ahead.</p><p>Notably, Asia accounted for 65% of revenue in Q3. Yet North America has strong demand and was only 22% of UMC’s business. As demand from communications grows, this chip company may beat investor expectations.</p><p>In the third-quarter conference call, CEO Jason Wang said that the P5, 10-K expansion (28 nanometers) would come online in Q2 2022. Its P6 expansion will come online late in 2023. The company has a systematic ramp schedule that will fuel its operating margin expansion in the next few years.</p><p>UMC is among the safest tech firms for investors. It has a disciplined capital expenditure philosophy. Even though the market is hot, the company is not overextending itself to chase profits. Instead, it drives a sustainable structure by limiting capex spending.</p><p>UMC always aligns its offerings with customer demand. Only after that review does the company make spending decisions.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Semiconductor Stocks With the Most Upside in the New Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Semiconductor Stocks With the Most Upside in the New Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/7-semiconductor-stocks-with-the-most-upside-in-the-new-year/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event in the world,” marked the start of 2022. CES 2022 is an opportunity for technology companies to ...</p>\n\n<a href=\"https://investorplace.com/2022/01/7-semiconductor-stocks-with-the-most-upside-in-the-new-year/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UCTT":"超科林半导体","UMC":"联电","AMD":"美国超微公司","MU":"美光科技","INTC":"英特尔","MTSI":"MACOM Technology Solutions Holdings, Inc.","NVDA":"英伟达"},"source_url":"https://investorplace.com/2022/01/7-semiconductor-stocks-with-the-most-upside-in-the-new-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104667821","content_text":"The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event in the world,” marked the start of 2022. CES 2022 is an opportunity for technology companies to showcase their upcoming products. It also marks a seasonal peak for tech stocks. Investors tend to buy picks in the sector — like semiconductor stocks — ahead of the event, and then sell them. They expect the technology companies will not post anything new afterward.The seasonal selling pressure may not show up this year. Covid is still disrupting public events and supply chains. Tech firms could also adjust their press release schedule. They might announce some of their new products and wait until later in the year to share bigger news.For investors focused on the long-term, tech firms will continue thriving in 2022 and beyond. One crucial factor impacting the tech sector is semiconductors, which are vital to much of the technology that is seeing high demand. Chipmakers stand to benefit this year and beyond as they supply components needed across several sectors.The semiconductor cycle is amid a secular growth phase. Demand for automobiles, personal computers, mobile phones and cloud computing will rise again this year. Prices will remain at current levels or increase due to tight supply chains.With that backdrop in mind, these seven semiconductor stocks have the most upside potential this year:Advanced Micro Devices(NASDAQ:AMD)Intel(NASDAQ:INTC)MACOM Technology(NASDAQ:MTSI)Micron Technology(NASDAQ:MU)NVIDIA(NASDAQ:NVDA)Ultra Clean Holdings(NASDAQ:UCTT)United Microelectronics(NYSE:UMC)From the quantitative scores supplied by Stock Rover, most companies score well on all metrics, especially on quality and growth. Companies that have weak value scores may risk a brief correction. However, investors are used to this volatility. Many semiconductor stocks trade at a premium because they offer strong growth in the year ahead.Semiconductor Stocks: Advanced Micro Devices (AMD)In the high-end gaming market, Advanced Micro Devices (AMD) dominates. This year, it will solidify its product offerings with the release of a Ryzen 9 6980HX mobile chip. The central processing unit (CPU) is a positive inflection point for AMD.Taiwan Semiconductor(NYSE:TSM) will manufacture the chip with its 6-nanometer process.The chip is a gamechanger for the laptop gaming market because of its small size. It also runs on 5 gigahertz and will need only 45 watts of power. The company’s new Ryzen 9 6900HXwill have the same 8 cores and 16 threads as the 6980HX, but will run slightly slower. AMD could sell this chip to gamers for less.In the graphics market, AMD will consolidate its market share with a mobile Radeon RX 6850XT. The graphics processing unit (GPU) will have plenty of memory and good performance.Wall Street is cautious with AMD stock. The fair value is $143.71, according to Tipranks. Consider waiting for the stock to pull back first before buying. AMD already enjoyed a strong run-up in the last year.Intel (INTC)Intel is slowly catching up to AMD in the personal computer (PC) chip space. Its newer Alder Lake processor performs better than the i7-11900K series that preceded it. Additionally, its GPU segment is a potential catalyst that can unlock the discount in INTC stock.Intel trades at a low price-to-earnings multiple. The company needs consumers to warm up to its discrete GPU release set for the first quarter. What might be better news is that Intel will reportedly release two DG2 Gaming GPUs in March.Arc Alchemist, its new GPU series, will feature at least three cards. Its high-end offering will have 16GB of GDDR6 memory. Consumers will get the equivalent of the Nvidia GeForce RTX 3070’s or 3070 Ti’s performance with this Intel product.Intel has a good chance of undermining Nvidia and AMD by becoming a major supplier of graphics cards. In 2021, both firms refreshed their GPUs with minimal performance enhancements. They raised the prices, taking advantage of the chip shortage and the overwhelming demand exceeding supply levels.Semiconductor Stocks: MACOM Technology (MTSI)Macom develops radio and wave semiconductor devices and components. It posted a strong fiscal fourth quarter that reaffirmed the business strength will continue.In Q4, Macom posted revenue of$155.2 million. The gross margin was 58.1%. It enjoyed a net income of $17.1 million, or 24 cents a diluted share. In the current first quarter ended Dec. 31, 2021, Macom expects revenue of up to $161 million. The gross margin will be between 60% and 62%.By 2025, Macom is on a good trajectory to reach its $1 billion revenue target. Chief Executive Officer Steve Daly said the company is starting the year with almost a near-record backlog. It is bringing better products to market. That suggests a margin expansion and higher profits for the long term.Just as other chip firms are constrained, Macom is, too. For example, it has supply disruptions that have an impact on its capacity. This is hurting its assembly and test activity. Customers are adjusting to the delays by pushing out their system build schedules.Micron Technology (MU)Memory provider Micron posted strong quarterly results. CEO Sanjay Mehrotra said that the data economy is still in the early phases. This economy includes sectors like artificial intelligence, electric vehicles and data centers.Micron is ramping up the release of 1-alpha dynamic random-access memory (DRAM) and 176-layer NAND products. Helped by strong demand in the first quarter, it will deliver record revenue in fiscal 2022. Unlike many hyped technology firms that lose money, Micron will post robust profitability. Tech investors tired of losing money in speculative stocks should consider MU stock instead.Micron trades at a forward price-to-earnings ratio below that of the industry. As the table shows above, Micron scores a 91/100 on value.The chip giant will work through the supply constraints by securing components. Eventually, the supply shortage will ease throughout 2022. Investors should expect Micron’s profit margins to expand next. At current valuations, Micron is still a discounted stock.Readers may build a five-year discounted cash flow growth exit model. Revenue growth may slow in that period. The model still implies a fair value of more than $102.Semiconductor Stocks: NVIDIA (NVDA)Nothing highlights the extent of the GPU shortage quite like this story of a shopper being shut out by a cashier when buying an RTX 30-series card. Gamers need to spend more than $3,000 for an Nvidia RTX 3090, or around $1,500 for an RTX 3080. This is above the launch price of $699 for the RTX 3080.Instead of waiting for prices to fall, consumers may rent Nvidia’s RTX 3080 power through its cloud gaming service. GeForce Now will potentially add plenty of recurring subscription revenue. It offers three membership tiers: free, priority and RTX 3080. The varying performance levels will appeal to gamers of all types.Nvidia is not asking much from gamers interested in the service. This will lift the company’s margins for 2022. With the chip shortage showing no signs of easing, Nvidia may increase its monthly subscription rate to maximize profits.More recently, Meta’s(NASDAQ:FB)investments in the metaverse will benefit Nvidia and AMD. Virtual worlds will need graphics chip power. As Nvidia sells more GPU cards and online services, its revenue will grow at strong rates for years to come.Ultra Clean Holdings (UCTT)Ultra Clean Holdings supplies critical subsystems, components and parts for semiconductors. It also offers purity cleaning solutions for the chipmaking industry.In the third quarter, UCTT posted revenue growth of 52.4%year-over-year (YOY). It earned $1.07 a share on a non-GAAP basis (and 70 cents in GAAP EPS.) The company is growing quickly because it supplies many critical elements related to the semiconductor production process. With the chip shortage, customers cannot risk further delays related to packaging and test failures.UCTT will expand its market by growing in four segments. It currently gains most of its revenue from its service, non-semiconductor, foundry and logic wafer fab equipment (WFE), and memory WFE offerings (per slide 10.)The company navigated the supply bottlenecks well in the last quarter. It is working with its supply chain team to plan for delayed deliveries. By communicating setbacks with customers, UCTT will not lose its business.Furthermore, it actively engages with suppliers. UCTT uses a collaborative planning and forecasting model. It has a strong sense of its output capability. Customers across key markets appreciate its timely deliveries.Semiconductor Stocks: United Microelectronics (UMC)United Microelectronics (UMC) is a global semiconductor foundry company in the integrated circuit fabrication market. Expect its strong revenue growth to continue this year.For October 2020, UMC said that revenue grew by 25.36%. Additionally, the average selling prices for the 8-inch wafer equivalent will likely rise in the year ahead.Notably, Asia accounted for 65% of revenue in Q3. Yet North America has strong demand and was only 22% of UMC’s business. As demand from communications grows, this chip company may beat investor expectations.In the third-quarter conference call, CEO Jason Wang said that the P5, 10-K expansion (28 nanometers) would come online in Q2 2022. Its P6 expansion will come online late in 2023. The company has a systematic ramp schedule that will fuel its operating margin expansion in the next few years.UMC is among the safest tech firms for investors. It has a disciplined capital expenditure philosophy. Even though the market is hot, the company is not overextending itself to chase profits. Instead, it drives a sustainable structure by limiting capex spending.UMC always aligns its offerings with customer demand. Only after that review does the company make spending decisions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002942977,"gmtCreate":1641904315863,"gmtModify":1676533660186,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Hope for the best.&nbsp;","listText":"Hope for the best.&nbsp;","text":"Hope for the best.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002942977","repostId":"1145073996","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001093319,"gmtCreate":1641096293554,"gmtModify":1676533572140,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"👍👏👏","listText":"👍👏👏","text":"👍👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001093319","repostId":"1173416252","repostType":4,"repost":{"id":"1173416252","kind":"news","pubTimestamp":1641085354,"share":"https://ttm.financial/m/news/1173416252?lang=&edition=fundamental","pubTime":"2022-01-02 09:02","market":"us","language":"en","title":"XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1173416252","media":"Barrons","summary":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning","content":"<html><head></head><body><p>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.</p><p>NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.</p><p>About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.</p><p>Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.</p><p>Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.</p><p>NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.</p><p>Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.</p><p>December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.</p><p>Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.</p><p>Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&amp;P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.</p><p>Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.</p><p>Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.</p></body></html>","source":"market_watch","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>XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For 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\">\nXPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning...</p>\n\n<a href=\"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","TSLA":"特斯拉","LI":"理想汽车"},"source_url":"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1173416252","content_text":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008452339,"gmtCreate":1641515360822,"gmtModify":1676533623608,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Wow nice&nbsp;","listText":"Wow nice&nbsp;","text":"Wow nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008452339","repostId":"2201296558","repostType":2,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091146242,"gmtCreate":1643813466264,"gmtModify":1676533859101,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Up up&nbsp;","listText":"Up up&nbsp;","text":"Up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091146242","repostId":"1124126434","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005722636,"gmtCreate":1642421132166,"gmtModify":1676533709318,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005722636","repostId":"1112981464","repostType":4,"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005975062,"gmtCreate":1642163247206,"gmtModify":1676533687881,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Not a good news&nbsp;","listText":"Not a good news&nbsp;","text":"Not a good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005975062","repostId":"1141205139","repostType":4,"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002697993,"gmtCreate":1641988876918,"gmtModify":1676533669152,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002697993","repostId":"1104667821","repostType":4,"repost":{"id":"1104667821","kind":"news","pubTimestamp":1641954638,"share":"https://ttm.financial/m/news/1104667821?lang=&edition=fundamental","pubTime":"2022-01-12 10:30","market":"us","language":"en","title":"7 Semiconductor Stocks With the Most Upside in the New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1104667821","media":"InvestorPlace","summary":"The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event i","content":"<html><head></head><body><p>The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event in the world,” marked the start of 2022. CES 2022 is an opportunity for technology companies to showcase their upcoming products. It also marks a seasonal peak for tech stocks. Investors tend to buy picks in the sector — like semiconductor stocks — ahead of the event, and then sell them. They expect the technology companies will not post anything new afterward.</p><p>The seasonal selling pressure may not show up this year. Covid is still disrupting public events and supply chains. Tech firms could also adjust their press release schedule. They might announce some of their new products and wait until later in the year to share bigger news.</p><p>For investors focused on the long-term, tech firms will continue thriving in 2022 and beyond. One crucial factor impacting the tech sector is semiconductors, which are vital to much of the technology that is seeing high demand. Chipmakers stand to benefit this year and beyond as they supply components needed across several sectors.</p><p>The semiconductor cycle is amid a secular growth phase. Demand for automobiles, personal computers, mobile phones and cloud computing will rise again this year. Prices will remain at current levels or increase due to tight supply chains.</p><p>With that backdrop in mind, these seven semiconductor stocks have the most upside potential this year:</p><ol><li><b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>)</li><li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li><li><b>MACOM Technology</b>(NASDAQ:<b><u>MTSI</u></b>)</li><li><b>Micron Technology</b>(NASDAQ:<b><u>MU</u></b>)</li><li><b>NVIDIA</b>(NASDAQ:<b><u>NVDA</u></b>)</li><li><b>Ultra Clean Holdings</b>(NASDAQ:<b><u>UCTT</u></b>)</li><li><b>United Microelectronics</b>(NYSE:<b><u>UMC</u></b>)</li></ol><p>From the quantitative scores supplied by Stock Rover, most companies score well on all metrics, especially on quality and growth. Companies that have weak value scores may risk a brief correction. However, investors are used to this volatility. Many semiconductor stocks trade at a premium because they offer strong growth in the year ahead.</p><p><img src=\"https://static.tigerbbs.com/6f62d1c16a880fcc7d20dd72366e5836\" tg-width=\"308\" tg-height=\"191\" width=\"100%\" height=\"auto\"/>Semiconductor Stocks: Advanced Micro Devices (AMD)</p><p>In the high-end gaming market, Advanced Micro Devices (AMD) dominates. This year, it will solidify its product offerings with the release of a Ryzen 9 6980HX mobile chip. The central processing unit (CPU) is a positive inflection point for AMD.<b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>) will manufacture the chip with its 6-nanometer process.</p><p>The chip is a gamechanger for the laptop gaming market because of its small size. It also runs on 5 gigahertz and will need only 45 watts of power. The company’s new Ryzen 9 6900HXwill have the same 8 cores and 16 threads as the 6980HX, but will run slightly slower. AMD could sell this chip to gamers for less.</p><p>In the graphics market, AMD will consolidate its market share with a mobile Radeon RX 6850XT. The graphics processing unit (GPU) will have plenty of memory and good performance.</p><p>Wall Street is cautious with AMD stock. The fair value is $143.71, according to Tipranks. Consider waiting for the stock to pull back first before buying. AMD already enjoyed a strong run-up in the last year.</p><p>Intel (INTC)</p><p>Intel is slowly catching up to AMD in the personal computer (PC) chip space. Its newer Alder Lake processor performs better than the i7-11900K series that preceded it. Additionally, its GPU segment is a potential catalyst that can unlock the discount in INTC stock.</p><p>Intel trades at a low price-to-earnings multiple. The company needs consumers to warm up to its discrete GPU release set for the first quarter. What might be better news is that Intel will reportedly release two DG2 Gaming GPUs in March.</p><p>Arc Alchemist, its new GPU series, will feature at least three cards. Its high-end offering will have 16GB of GDDR6 memory. Consumers will get the equivalent of the Nvidia GeForce RTX 3070’s or 3070 Ti’s performance with this Intel product.</p><p>Intel has a good chance of undermining Nvidia and AMD by becoming a major supplier of graphics cards. In 2021, both firms refreshed their GPUs with minimal performance enhancements. They raised the prices, taking advantage of the chip shortage and the overwhelming demand exceeding supply levels.</p><p>Semiconductor Stocks: MACOM Technology (MTSI)</p><p>Macom develops radio and wave semiconductor devices and components. It posted a strong fiscal fourth quarter that reaffirmed the business strength will continue.</p><p>In Q4, Macom posted revenue of$155.2 million. The gross margin was 58.1%. It enjoyed a net income of $17.1 million, or 24 cents a diluted share. In the current first quarter ended Dec. 31, 2021, Macom expects revenue of up to $161 million. The gross margin will be between 60% and 62%.</p><p>By 2025, Macom is on a good trajectory to reach its $1 billion revenue target. Chief Executive Officer Steve Daly said the company is starting the year with almost a near-record backlog. It is bringing better products to market. That suggests a margin expansion and higher profits for the long term.</p><p>Just as other chip firms are constrained, Macom is, too. For example, it has supply disruptions that have an impact on its capacity. This is hurting its assembly and test activity. Customers are adjusting to the delays by pushing out their system build schedules.</p><p>Micron Technology (MU)</p><p>Memory provider Micron posted strong quarterly results. CEO Sanjay Mehrotra said that the data economy is still in the early phases. This economy includes sectors like artificial intelligence, electric vehicles and data centers.</p><p>Micron is ramping up the release of 1-alpha dynamic random-access memory (DRAM) and 176-layer NAND products. Helped by strong demand in the first quarter, it will deliver record revenue in fiscal 2022. Unlike many hyped technology firms that lose money, Micron will post robust profitability. Tech investors tired of losing money in speculative stocks should consider MU stock instead.</p><p>Micron trades at a forward price-to-earnings ratio below that of the industry. As the table shows above, Micron scores a 91/100 on value.</p><p>The chip giant will work through the supply constraints by securing components. Eventually, the supply shortage will ease throughout 2022. Investors should expect Micron’s profit margins to expand next. At current valuations, Micron is still a discounted stock.</p><p>Readers may build a five-year discounted cash flow growth exit model. Revenue growth may slow in that period. The model still implies a fair value of more than $102.</p><p>Semiconductor Stocks: NVIDIA (NVDA)</p><p>Nothing highlights the extent of the GPU shortage quite like this story of a shopper being shut out by a cashier when buying an RTX 30-series card. Gamers need to spend more than $3,000 for an Nvidia RTX 3090, or around $1,500 for an RTX 3080. This is above the launch price of $699 for the RTX 3080.</p><p>Instead of waiting for prices to fall, consumers may rent Nvidia’s RTX 3080 power through its cloud gaming service. GeForce Now will potentially add plenty of recurring subscription revenue. It offers three membership tiers: free, priority and RTX 3080. The varying performance levels will appeal to gamers of all types.</p><p>Nvidia is not asking much from gamers interested in the service. This will lift the company’s margins for 2022. With the chip shortage showing no signs of easing, Nvidia may increase its monthly subscription rate to maximize profits.</p><p>More recently, <b>Meta’s</b>(NASDAQ:<b><u>FB</u></b>)investments in the metaverse will benefit Nvidia and AMD. Virtual worlds will need graphics chip power. As Nvidia sells more GPU cards and online services, its revenue will grow at strong rates for years to come.</p><p>Ultra Clean Holdings (UCTT)</p><p>Ultra Clean Holdings supplies critical subsystems, components and parts for semiconductors. It also offers purity cleaning solutions for the chipmaking industry.</p><p>In the third quarter, UCTT posted revenue growth of 52.4%year-over-year (YOY). It earned $1.07 a share on a non-GAAP basis (and 70 cents in GAAP EPS.) The company is growing quickly because it supplies many critical elements related to the semiconductor production process. With the chip shortage, customers cannot risk further delays related to packaging and test failures.</p><p>UCTT will expand its market by growing in four segments. It currently gains most of its revenue from its service, non-semiconductor, foundry and logic wafer fab equipment (WFE), and memory WFE offerings (per slide 10.)</p><p>The company navigated the supply bottlenecks well in the last quarter. It is working with its supply chain team to plan for delayed deliveries. By communicating setbacks with customers, UCTT will not lose its business.</p><p>Furthermore, it actively engages with suppliers. UCTT uses a collaborative planning and forecasting model. It has a strong sense of its output capability. Customers across key markets appreciate its timely deliveries.</p><p>Semiconductor Stocks: United Microelectronics (UMC)</p><p>United Microelectronics (UMC) is a global semiconductor foundry company in the integrated circuit fabrication market. Expect its strong revenue growth to continue this year.</p><p>For October 2020, UMC said that revenue grew by 25.36%. Additionally, the average selling prices for the 8-inch wafer equivalent will likely rise in the year ahead.</p><p>Notably, Asia accounted for 65% of revenue in Q3. Yet North America has strong demand and was only 22% of UMC’s business. As demand from communications grows, this chip company may beat investor expectations.</p><p>In the third-quarter conference call, CEO Jason Wang said that the P5, 10-K expansion (28 nanometers) would come online in Q2 2022. Its P6 expansion will come online late in 2023. The company has a systematic ramp schedule that will fuel its operating margin expansion in the next few years.</p><p>UMC is among the safest tech firms for investors. It has a disciplined capital expenditure philosophy. Even though the market is hot, the company is not overextending itself to chase profits. Instead, it drives a sustainable structure by limiting capex spending.</p><p>UMC always aligns its offerings with customer demand. Only after that review does the company make spending decisions.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Semiconductor Stocks With the Most Upside in the New Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Semiconductor Stocks With the Most Upside in the New Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/7-semiconductor-stocks-with-the-most-upside-in-the-new-year/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event in the world,” marked the start of 2022. CES 2022 is an opportunity for technology companies to ...</p>\n\n<a href=\"https://investorplace.com/2022/01/7-semiconductor-stocks-with-the-most-upside-in-the-new-year/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UCTT":"超科林半导体","UMC":"联电","AMD":"美国超微公司","MU":"美光科技","INTC":"英特尔","MTSI":"MACOM Technology Solutions Holdings, Inc.","NVDA":"英伟达"},"source_url":"https://investorplace.com/2022/01/7-semiconductor-stocks-with-the-most-upside-in-the-new-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104667821","content_text":"The annual Computer Electronics Show (CES), which bills itself as “the most influential tech event in the world,” marked the start of 2022. CES 2022 is an opportunity for technology companies to showcase their upcoming products. It also marks a seasonal peak for tech stocks. Investors tend to buy picks in the sector — like semiconductor stocks — ahead of the event, and then sell them. They expect the technology companies will not post anything new afterward.The seasonal selling pressure may not show up this year. Covid is still disrupting public events and supply chains. Tech firms could also adjust their press release schedule. They might announce some of their new products and wait until later in the year to share bigger news.For investors focused on the long-term, tech firms will continue thriving in 2022 and beyond. One crucial factor impacting the tech sector is semiconductors, which are vital to much of the technology that is seeing high demand. Chipmakers stand to benefit this year and beyond as they supply components needed across several sectors.The semiconductor cycle is amid a secular growth phase. Demand for automobiles, personal computers, mobile phones and cloud computing will rise again this year. Prices will remain at current levels or increase due to tight supply chains.With that backdrop in mind, these seven semiconductor stocks have the most upside potential this year:Advanced Micro Devices(NASDAQ:AMD)Intel(NASDAQ:INTC)MACOM Technology(NASDAQ:MTSI)Micron Technology(NASDAQ:MU)NVIDIA(NASDAQ:NVDA)Ultra Clean Holdings(NASDAQ:UCTT)United Microelectronics(NYSE:UMC)From the quantitative scores supplied by Stock Rover, most companies score well on all metrics, especially on quality and growth. Companies that have weak value scores may risk a brief correction. However, investors are used to this volatility. Many semiconductor stocks trade at a premium because they offer strong growth in the year ahead.Semiconductor Stocks: Advanced Micro Devices (AMD)In the high-end gaming market, Advanced Micro Devices (AMD) dominates. This year, it will solidify its product offerings with the release of a Ryzen 9 6980HX mobile chip. The central processing unit (CPU) is a positive inflection point for AMD.Taiwan Semiconductor(NYSE:TSM) will manufacture the chip with its 6-nanometer process.The chip is a gamechanger for the laptop gaming market because of its small size. It also runs on 5 gigahertz and will need only 45 watts of power. The company’s new Ryzen 9 6900HXwill have the same 8 cores and 16 threads as the 6980HX, but will run slightly slower. AMD could sell this chip to gamers for less.In the graphics market, AMD will consolidate its market share with a mobile Radeon RX 6850XT. The graphics processing unit (GPU) will have plenty of memory and good performance.Wall Street is cautious with AMD stock. The fair value is $143.71, according to Tipranks. Consider waiting for the stock to pull back first before buying. AMD already enjoyed a strong run-up in the last year.Intel (INTC)Intel is slowly catching up to AMD in the personal computer (PC) chip space. Its newer Alder Lake processor performs better than the i7-11900K series that preceded it. Additionally, its GPU segment is a potential catalyst that can unlock the discount in INTC stock.Intel trades at a low price-to-earnings multiple. The company needs consumers to warm up to its discrete GPU release set for the first quarter. What might be better news is that Intel will reportedly release two DG2 Gaming GPUs in March.Arc Alchemist, its new GPU series, will feature at least three cards. Its high-end offering will have 16GB of GDDR6 memory. Consumers will get the equivalent of the Nvidia GeForce RTX 3070’s or 3070 Ti’s performance with this Intel product.Intel has a good chance of undermining Nvidia and AMD by becoming a major supplier of graphics cards. In 2021, both firms refreshed their GPUs with minimal performance enhancements. They raised the prices, taking advantage of the chip shortage and the overwhelming demand exceeding supply levels.Semiconductor Stocks: MACOM Technology (MTSI)Macom develops radio and wave semiconductor devices and components. It posted a strong fiscal fourth quarter that reaffirmed the business strength will continue.In Q4, Macom posted revenue of$155.2 million. The gross margin was 58.1%. It enjoyed a net income of $17.1 million, or 24 cents a diluted share. In the current first quarter ended Dec. 31, 2021, Macom expects revenue of up to $161 million. The gross margin will be between 60% and 62%.By 2025, Macom is on a good trajectory to reach its $1 billion revenue target. Chief Executive Officer Steve Daly said the company is starting the year with almost a near-record backlog. It is bringing better products to market. That suggests a margin expansion and higher profits for the long term.Just as other chip firms are constrained, Macom is, too. For example, it has supply disruptions that have an impact on its capacity. This is hurting its assembly and test activity. Customers are adjusting to the delays by pushing out their system build schedules.Micron Technology (MU)Memory provider Micron posted strong quarterly results. CEO Sanjay Mehrotra said that the data economy is still in the early phases. This economy includes sectors like artificial intelligence, electric vehicles and data centers.Micron is ramping up the release of 1-alpha dynamic random-access memory (DRAM) and 176-layer NAND products. Helped by strong demand in the first quarter, it will deliver record revenue in fiscal 2022. Unlike many hyped technology firms that lose money, Micron will post robust profitability. Tech investors tired of losing money in speculative stocks should consider MU stock instead.Micron trades at a forward price-to-earnings ratio below that of the industry. As the table shows above, Micron scores a 91/100 on value.The chip giant will work through the supply constraints by securing components. Eventually, the supply shortage will ease throughout 2022. Investors should expect Micron’s profit margins to expand next. At current valuations, Micron is still a discounted stock.Readers may build a five-year discounted cash flow growth exit model. Revenue growth may slow in that period. The model still implies a fair value of more than $102.Semiconductor Stocks: NVIDIA (NVDA)Nothing highlights the extent of the GPU shortage quite like this story of a shopper being shut out by a cashier when buying an RTX 30-series card. Gamers need to spend more than $3,000 for an Nvidia RTX 3090, or around $1,500 for an RTX 3080. This is above the launch price of $699 for the RTX 3080.Instead of waiting for prices to fall, consumers may rent Nvidia’s RTX 3080 power through its cloud gaming service. GeForce Now will potentially add plenty of recurring subscription revenue. It offers three membership tiers: free, priority and RTX 3080. The varying performance levels will appeal to gamers of all types.Nvidia is not asking much from gamers interested in the service. This will lift the company’s margins for 2022. With the chip shortage showing no signs of easing, Nvidia may increase its monthly subscription rate to maximize profits.More recently, Meta’s(NASDAQ:FB)investments in the metaverse will benefit Nvidia and AMD. Virtual worlds will need graphics chip power. As Nvidia sells more GPU cards and online services, its revenue will grow at strong rates for years to come.Ultra Clean Holdings (UCTT)Ultra Clean Holdings supplies critical subsystems, components and parts for semiconductors. It also offers purity cleaning solutions for the chipmaking industry.In the third quarter, UCTT posted revenue growth of 52.4%year-over-year (YOY). It earned $1.07 a share on a non-GAAP basis (and 70 cents in GAAP EPS.) The company is growing quickly because it supplies many critical elements related to the semiconductor production process. With the chip shortage, customers cannot risk further delays related to packaging and test failures.UCTT will expand its market by growing in four segments. It currently gains most of its revenue from its service, non-semiconductor, foundry and logic wafer fab equipment (WFE), and memory WFE offerings (per slide 10.)The company navigated the supply bottlenecks well in the last quarter. It is working with its supply chain team to plan for delayed deliveries. By communicating setbacks with customers, UCTT will not lose its business.Furthermore, it actively engages with suppliers. UCTT uses a collaborative planning and forecasting model. It has a strong sense of its output capability. Customers across key markets appreciate its timely deliveries.Semiconductor Stocks: United Microelectronics (UMC)United Microelectronics (UMC) is a global semiconductor foundry company in the integrated circuit fabrication market. Expect its strong revenue growth to continue this year.For October 2020, UMC said that revenue grew by 25.36%. Additionally, the average selling prices for the 8-inch wafer equivalent will likely rise in the year ahead.Notably, Asia accounted for 65% of revenue in Q3. Yet North America has strong demand and was only 22% of UMC’s business. As demand from communications grows, this chip company may beat investor expectations.In the third-quarter conference call, CEO Jason Wang said that the P5, 10-K expansion (28 nanometers) would come online in Q2 2022. Its P6 expansion will come online late in 2023. The company has a systematic ramp schedule that will fuel its operating margin expansion in the next few years.UMC is among the safest tech firms for investors. It has a disciplined capital expenditure philosophy. Even though the market is hot, the company is not overextending itself to chase profits. Instead, it drives a sustainable structure by limiting capex spending.UMC always aligns its offerings with customer demand. Only after that review does the company make spending decisions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003875413,"gmtCreate":1640946777794,"gmtModify":1676533557524,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003875413","repostId":"1122161745","repostType":4,"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009654590,"gmtCreate":1640659976150,"gmtModify":1676533532557,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Nice run up to end 2021!&nbsp;","listText":"Nice run up to end 2021!&nbsp;","text":"Nice run up to end 2021!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009654590","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000776278,"gmtCreate":1640332308544,"gmtModify":1676533516991,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000776278","repostId":"1108174302","repostType":4,"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000715855,"gmtCreate":1640306582503,"gmtModify":1676533515384,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Good rally to Christmas, ho ho ho..&nbsp;","listText":"Good rally to Christmas, ho ho ho..&nbsp;","text":"Good rally to Christmas, ho ho ho..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000715855","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003936815,"gmtCreate":1640842025935,"gmtModify":1676533547131,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003936815","repostId":"1112468184","repostType":4,"repost":{"id":"1112468184","kind":"news","pubTimestamp":1640826006,"share":"https://ttm.financial/m/news/1112468184?lang=&edition=fundamental","pubTime":"2021-12-30 09:00","market":"us","language":"en","title":"These Are Tech's 10 Megatrends for 2022 — and the Stocks to Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1112468184","media":"Marketwatch","summary":"It’s been a turbulent year for stock markets – record levels across all major indexes despite an ons","content":"<html><head></head><body><p>It’s been a turbulent year for stock markets – record levels across all major indexes despite an onslaught of economic worries and what feels like never-ending variants of Covid-19. Now it’s time to look ahead to 10 major technology trends and which companies show the most promise to win big in 2022.</p><p><b>Cloud computing</b></p><p><b>Top pick: Amazon</b></p><p>Amazon AMZN has enjoyed the leadership position in Cloud for some time, and its AWS business now tops $16 billion in revenue a quarter. However, there have been two notable AWS outages in recent months. More broadly, Amazon’s stock price has badly lagged the S&amp;P 500 SPX in 2021 with a gain of only 4.8% through Dec. 28. Yet given that enterprise cloud investment is not expected to slow in 2022 and that AWS is Amazon’s cash-cow business, I expect the new year to be better for Amazon shareholders.</p><p><b>Keep an eye out for: Oracle</b></p><p>Oracle ORCL enjoyed a substantial growth year, capped off by a $28 billion deal to acquire Cerner, which sells software that helps doctors access and analyze medical records. In 2021, Oracle provided a peek into its Cloud growth, a business now exceeding $10 billion annually. Combined with its strong stock performance — up 37% through Dec. 28 — and stability in volatile markets, Oracle looks primed for more growth in 2022.</p><p><b>Metaverse</b></p><p><b>Top pick: Roblox</b></p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> FB (once known as Facebook) may be receiving much credit for the popularization of the Metaverse. However, Roblox RBLX has spent 17 years creating immersive experiences that could be considered the Metaverse. It claims that half of U.S. children are on the platform and that a developer community of 10 million has created more than 24 million experiences on the Roblox platform.</p><p>While Meta and others look to AR and VR to create the Metaverse experience. Roblox has taken a more real-world approach to its gaming platform that has made it a real leader in the space. This practical approach coupled with continued platform adoption should lead to continued gains as the popularization of the technology leads to more investors looking to get into the space.</p><p><b>Keep an eye out for: NVIDIA</b></p><p>CEO Jensen Huang doesn’t acknowledge the Metaverse, but the company NVDA has been playing a pivotal role in developing this technology with its Omniverse Platform. With 40 million developers looking for the tools to unlock the Metaverse, NVIDIA’s technology seems primed to be a critical contributor, and we will most likely see NVIDIA continue to run alongside this trend in 2022.</p><p><b>5G</b></p><p><b>Top pick: Qualcomm</b></p><p>5G has been a hot topic for a few years, but the technology gained steam in 2021 with more than 560 million 5G handsets shipping worldwide. Qualcomm QCOM benefits as both a leading chip maker and licenser of 5G technologies that goes into nearly every 5G-enabled handset. The year ahead will be another big year for 5G. It won’t just be handsets, but also automotive, IoT, infrastructure and more–all of which are beneficial to Qualcomm.</p><p><b>Keep an eye out for: Apple</b></p><p>As part of their 2019 settlement, Apple AAPL still depends on Qualcomm for 5G chipsets and technology as part of its license agreement, which may last longer than most think. However, since rolling out its iPhone 13 with 5G, the company has quickly become the world’s leader in 5G handset shipments, accounting for nearly <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of all 5G handsets worldwide. While I’ve been critical of the lack of 5G mmWave in its international units, I think that will come with the next generation, meaning more sales, more revenue and even happier shareholders.</p><p><b>Digital transformation</b></p><p><b>Top pick: Microsoft</b></p><p>Microsoft MSFT has had a great year, with the stock up 53% though Dec. 28 and both revenue and profit continuing to grow every quarter under the leadership of Satya Nadella. Its portfolio from software to cloud to devices is one of the most, if not the most comprehensive, to meet the needs of enterprises in their transition to digital. Even with rising interest rates, inflation, and COVID-19, it’s hard to see a scenario where Microsoft’s stock doesn’t continue its ascent.</p><p><b>Keep an eye out for: Alphabet</b></p><p>With stock-market gains of 67% thought Dec. 28, Google parent Alphabet GOOG GOOGL has outperformed Microsoft. While a lot of its business success can be attributed to its massive ad revenue, Alphabet has quietly built up a modern productivity suite that includes Cloud, SaaS, business applications, collaboration, and more. That makes it a great partner for companies looking to expedite their digital transformation. With the ad business underpinning the company, I believe Alphabet’s bets on enabling digital for enterprise and SMB will help it keep its momentum in 2022.</p><p><b>E-commerce and customer experience</b></p><p><b>Top pick: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b></p><p>Amazon may feel like the low-hanging fruit here, but I think 2022 will be a big year for Adobe. The company’s stock recently took a significant hit following its earnings and investor day. Still, its stack of creative and experience technologies for marketers puts it in the pole position for a strong bounce back in 2022. Adobe’s experience cloud, which enjoys a rising TAM to more than $200 billion by 2024, is something I feel investors should keep a close eye on, as this is where the most significant subsection of Adobe’s growth will come over the next few years.</p><p><b>Keep an eye out for: Twilio</b></p><p>Hit hard by the growth selloff, Twilio’s TWLO stock is down more than 23% thought Dec. 28. However, its technology, developer ecosystem, and several key acquisitions, including Segment CDP, put the company in an excellent position as one of the leading platforms for enterprises seeking to deliver best-of-breed customer experiences through mobile and digital platforms. It’s far from a sure thing, but the upside for Twilio is enticing.</p><p><b>Enterprise collaboration</b></p><p><b>Top pick: Microsoft</b></p><p>With 250 million monthly active users, Microsoft Teams is the hands-down winner here. As the company diversifies to be more than just collaboration and the center of the work experience, it is looking increasingly difficult for the competition. Watch what <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> does with Slack, but right now, Microsoft has a big head start.</p><p><b>Keep an eye out for: <a href=\"https://laohu8.com/S/ZM\">Zoom</a></b></p><p>A pandemic darling, Zoom Video Communications ZM saw its stock shoot up to $500 on the stay-at-home trade, only to fall back below $200, causing its deal to acquire cloud contact-center software firm Five9 to fall apart. With all of that in mind, the company still enjoys a massive user base and strong double-digit growth after surpassing $1 billion a quarter in revenue. It is also diversifying with its platform into hybrid events and asynchronous messaging. As I see it, Zoom shares went up too fast and then went down too fast. I think there is an opportunity here for Zoom and its investors.</p><p><b>Artificial intelligence (AI)</b></p><p><b>Top pick: NVIDIA</b></p><p>This one isn’t even close, and investors have had their say as NVIDIA’s stock-market value has gone north of $760 billion and on its way to $1 trillion. Investors have shaken off its increasingly unlikely bid to acquire ARM, and that is because growth is so good without it. Whether it’s AI for gaming, Metaverse, conversation, recommendations, or automotive, the company offers the software, hardware, and frameworks needed to implement AI at scale.</p><p><b>Keep an eye out for: Amazon</b></p><p>Amazon has gone all-in on its homegrown chipmaking, and it will bear fruit for the company in 2022. While AWS’s portfolio of AI and machine learning services offers GPUs from the likes of Intel and NVIDIA, the company has built a future where its offers highly competitive or market-leading performance for AI training and inference. While I don’t see AWS going toe-to-toe with NVIDIA to be the “AI” company, I do think its rapid capabilities to deliver enterprise-oriented virtual servers in the cloud, known as instances, will help keep AWS growing near or above 30% rate it has enjoyed over the past year.</p><p><b>Autonomous vehicle/ADAS technology</b></p><p><b>Top pick: Intel <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a></b></p><p>I focused on technology makers that stand to win big from the interest in autonomous vehicles that has sent names like Lucid LCID and Rivian RIVN to stock-market values above GM, BMW, Volkswagen and others despite barely having any revenue. I believe Mobileye, now currently part of Intel INTC, is set to deliver big returns to shareholders in 2022. With the recent announcement that it will spin off its Mobileye business that it acquired less than five years ago, Intel stands to unlock considerable value through this deal. With more than 100 million eyeQ ADAS units shipped by Mobileye to date, I believe this could be an even bigger winner for investors who get in on Mobileye’s impending IPO as well as for Intel, which will remain Mobileye’s largest shareholder.</p><p><b>Keep an eye out for: Qualcomm</b></p><p>With recent design wins from the likes of BMW and GM, Qualcomm’s automotive design pipeline has swelled above $10 billion and stands to become the company’s next billion-dollar annual business. The company’s Snapdragon Ride platform is a full stack of components to address advanced driver assistance systems, or ADAS, telematics and infotainment, and it can be done on an open platform that makes it easier for large auto makers to adopt and iteratively upgrade their vehicles on a shorter time horizon.</p><p>I don’t think Qualcomm’s automotive business has been highly appreciated by investors as the company’s stock-market value has surged above $200 billion, and that could be a good thing for its share price in 2022.</p><p><b>Semiconductors</b></p><p><b>Top pick: <a href=\"https://laohu8.com/S/AMD\">AMD</a></b></p><p>Much like NVIDIA has become the darling of AI, AMD AMD has become one of the most exciting names in semiconductors; the company has taken market share in laptops, and perhaps more important, servers over the past few years.</p><p>The growth under CEO Lisa Su has been nothing short of remarkable. The stock has climbed 67% through Dec. 28, and the company claimed a 10% market share in the datacenter server space for the first time since 2007. That growth has been critical to the company’s top-line growth and its increasing margins, making it even more attractive to its investors.</p><p><b>Keep an eye out for: Marvell</b></p><p>It seems like Marvell MRVL CEO Matt Murphy can do no wrong. The chipmaker’s turnaround has been underpinned by solid growth in key secular trends, including 5G, automotive, and datacenter. In 2021, Marvell went from being part of a large swath of semiconductor names to one of the must-own names for those that share my belief that semiconductors will eat the world. The stock nearly doubled in 2021 and has recently hit an all-time high; count on more gains in 2022.</p><p><b>Enterprise software</b></p><p><b>Top pick: Salesforce</b></p><p>This one was a close call, given that Microsoft and Oracle both have had a solid year for their enterprise software. However, Salesforce CRM has been extraordinarily stable in its growth, and I’m increasingly optimistic about its platform, Hyperforce, and how that will expand its growth trajectory. The company has made several significant acquisitions in MuleSoft, Tableau and, most recently, Slack, and I think the best of Salesforce is yet to come. Its humble 15% stock-market gain through Dec. 28 makes it stand out as a smart pick for a pop in 2022.</p><p><b>Keep an eye out for: SAP</b></p><p>This name may not exude excitement, but SAP SAP XE:SAP touts more than 425,000 customers, and this means strong recurring revenue. Now it’s making a real push into the cloud, and that transition makes SAP an interesting growth opportunity in 2022. With 77% of its revenue falling into the “predictable” category and mid-double-digit (20%) cloud growth, there is a real opportunity for upside if its cloud transformation continues to take shape.</p></body></html>","source":"market_watch","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>These Are Tech's 10 Megatrends for 2022 — and the Stocks to Buy</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\">\nThese Are Tech's 10 Megatrends for 2022 — and the Stocks to Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-are-techs-10-megatrends-for-2022-and-the-stocks-to-buy-11640790443?mod=newsviewer_click><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s been a turbulent year for stock markets – record levels across all major indexes despite an onslaught of economic worries and what feels like never-ending variants of Covid-19. Now it’s time to ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-are-techs-10-megatrends-for-2022-and-the-stocks-to-buy-11640790443?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation","INTC":"英特尔","NVDA":"英伟达","ORCL":"甲骨文","AAPL":"苹果","MRVL":"迈威尔科技","QCOM":"高通","CRM":"赛富时","TWLO":"Twilio Inc","ZM":"Zoom","ADBE":"Adobe","GOOG":"谷歌","AMD":"美国超微公司","SAP":"SAP SE","AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://www.marketwatch.com/story/these-are-techs-10-megatrends-for-2022-and-the-stocks-to-buy-11640790443?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1112468184","content_text":"It’s been a turbulent year for stock markets – record levels across all major indexes despite an onslaught of economic worries and what feels like never-ending variants of Covid-19. Now it’s time to look ahead to 10 major technology trends and which companies show the most promise to win big in 2022.Cloud computingTop pick: AmazonAmazon AMZN has enjoyed the leadership position in Cloud for some time, and its AWS business now tops $16 billion in revenue a quarter. However, there have been two notable AWS outages in recent months. More broadly, Amazon’s stock price has badly lagged the S&P 500 SPX in 2021 with a gain of only 4.8% through Dec. 28. Yet given that enterprise cloud investment is not expected to slow in 2022 and that AWS is Amazon’s cash-cow business, I expect the new year to be better for Amazon shareholders.Keep an eye out for: OracleOracle ORCL enjoyed a substantial growth year, capped off by a $28 billion deal to acquire Cerner, which sells software that helps doctors access and analyze medical records. In 2021, Oracle provided a peek into its Cloud growth, a business now exceeding $10 billion annually. Combined with its strong stock performance — up 37% through Dec. 28 — and stability in volatile markets, Oracle looks primed for more growth in 2022.MetaverseTop pick: RobloxMeta Platforms FB (once known as Facebook) may be receiving much credit for the popularization of the Metaverse. However, Roblox RBLX has spent 17 years creating immersive experiences that could be considered the Metaverse. It claims that half of U.S. children are on the platform and that a developer community of 10 million has created more than 24 million experiences on the Roblox platform.While Meta and others look to AR and VR to create the Metaverse experience. Roblox has taken a more real-world approach to its gaming platform that has made it a real leader in the space. This practical approach coupled with continued platform adoption should lead to continued gains as the popularization of the technology leads to more investors looking to get into the space.Keep an eye out for: NVIDIACEO Jensen Huang doesn’t acknowledge the Metaverse, but the company NVDA has been playing a pivotal role in developing this technology with its Omniverse Platform. With 40 million developers looking for the tools to unlock the Metaverse, NVIDIA’s technology seems primed to be a critical contributor, and we will most likely see NVIDIA continue to run alongside this trend in 2022.5GTop pick: Qualcomm5G has been a hot topic for a few years, but the technology gained steam in 2021 with more than 560 million 5G handsets shipping worldwide. Qualcomm QCOM benefits as both a leading chip maker and licenser of 5G technologies that goes into nearly every 5G-enabled handset. The year ahead will be another big year for 5G. It won’t just be handsets, but also automotive, IoT, infrastructure and more–all of which are beneficial to Qualcomm.Keep an eye out for: AppleAs part of their 2019 settlement, Apple AAPL still depends on Qualcomm for 5G chipsets and technology as part of its license agreement, which may last longer than most think. However, since rolling out its iPhone 13 with 5G, the company has quickly become the world’s leader in 5G handset shipments, accounting for nearly one-third of all 5G handsets worldwide. While I’ve been critical of the lack of 5G mmWave in its international units, I think that will come with the next generation, meaning more sales, more revenue and even happier shareholders.Digital transformationTop pick: MicrosoftMicrosoft MSFT has had a great year, with the stock up 53% though Dec. 28 and both revenue and profit continuing to grow every quarter under the leadership of Satya Nadella. Its portfolio from software to cloud to devices is one of the most, if not the most comprehensive, to meet the needs of enterprises in their transition to digital. Even with rising interest rates, inflation, and COVID-19, it’s hard to see a scenario where Microsoft’s stock doesn’t continue its ascent.Keep an eye out for: AlphabetWith stock-market gains of 67% thought Dec. 28, Google parent Alphabet GOOG GOOGL has outperformed Microsoft. While a lot of its business success can be attributed to its massive ad revenue, Alphabet has quietly built up a modern productivity suite that includes Cloud, SaaS, business applications, collaboration, and more. That makes it a great partner for companies looking to expedite their digital transformation. With the ad business underpinning the company, I believe Alphabet’s bets on enabling digital for enterprise and SMB will help it keep its momentum in 2022.E-commerce and customer experienceTop pick: AdobeAmazon may feel like the low-hanging fruit here, but I think 2022 will be a big year for Adobe. The company’s stock recently took a significant hit following its earnings and investor day. Still, its stack of creative and experience technologies for marketers puts it in the pole position for a strong bounce back in 2022. Adobe’s experience cloud, which enjoys a rising TAM to more than $200 billion by 2024, is something I feel investors should keep a close eye on, as this is where the most significant subsection of Adobe’s growth will come over the next few years.Keep an eye out for: TwilioHit hard by the growth selloff, Twilio’s TWLO stock is down more than 23% thought Dec. 28. However, its technology, developer ecosystem, and several key acquisitions, including Segment CDP, put the company in an excellent position as one of the leading platforms for enterprises seeking to deliver best-of-breed customer experiences through mobile and digital platforms. It’s far from a sure thing, but the upside for Twilio is enticing.Enterprise collaborationTop pick: MicrosoftWith 250 million monthly active users, Microsoft Teams is the hands-down winner here. As the company diversifies to be more than just collaboration and the center of the work experience, it is looking increasingly difficult for the competition. Watch what Salesforce does with Slack, but right now, Microsoft has a big head start.Keep an eye out for: ZoomA pandemic darling, Zoom Video Communications ZM saw its stock shoot up to $500 on the stay-at-home trade, only to fall back below $200, causing its deal to acquire cloud contact-center software firm Five9 to fall apart. With all of that in mind, the company still enjoys a massive user base and strong double-digit growth after surpassing $1 billion a quarter in revenue. It is also diversifying with its platform into hybrid events and asynchronous messaging. As I see it, Zoom shares went up too fast and then went down too fast. I think there is an opportunity here for Zoom and its investors.Artificial intelligence (AI)Top pick: NVIDIAThis one isn’t even close, and investors have had their say as NVIDIA’s stock-market value has gone north of $760 billion and on its way to $1 trillion. Investors have shaken off its increasingly unlikely bid to acquire ARM, and that is because growth is so good without it. Whether it’s AI for gaming, Metaverse, conversation, recommendations, or automotive, the company offers the software, hardware, and frameworks needed to implement AI at scale.Keep an eye out for: AmazonAmazon has gone all-in on its homegrown chipmaking, and it will bear fruit for the company in 2022. While AWS’s portfolio of AI and machine learning services offers GPUs from the likes of Intel and NVIDIA, the company has built a future where its offers highly competitive or market-leading performance for AI training and inference. While I don’t see AWS going toe-to-toe with NVIDIA to be the “AI” company, I do think its rapid capabilities to deliver enterprise-oriented virtual servers in the cloud, known as instances, will help keep AWS growing near or above 30% rate it has enjoyed over the past year.Autonomous vehicle/ADAS technologyTop pick: Intel MobileyeI focused on technology makers that stand to win big from the interest in autonomous vehicles that has sent names like Lucid LCID and Rivian RIVN to stock-market values above GM, BMW, Volkswagen and others despite barely having any revenue. I believe Mobileye, now currently part of Intel INTC, is set to deliver big returns to shareholders in 2022. With the recent announcement that it will spin off its Mobileye business that it acquired less than five years ago, Intel stands to unlock considerable value through this deal. With more than 100 million eyeQ ADAS units shipped by Mobileye to date, I believe this could be an even bigger winner for investors who get in on Mobileye’s impending IPO as well as for Intel, which will remain Mobileye’s largest shareholder.Keep an eye out for: QualcommWith recent design wins from the likes of BMW and GM, Qualcomm’s automotive design pipeline has swelled above $10 billion and stands to become the company’s next billion-dollar annual business. The company’s Snapdragon Ride platform is a full stack of components to address advanced driver assistance systems, or ADAS, telematics and infotainment, and it can be done on an open platform that makes it easier for large auto makers to adopt and iteratively upgrade their vehicles on a shorter time horizon.I don’t think Qualcomm’s automotive business has been highly appreciated by investors as the company’s stock-market value has surged above $200 billion, and that could be a good thing for its share price in 2022.SemiconductorsTop pick: AMDMuch like NVIDIA has become the darling of AI, AMD AMD has become one of the most exciting names in semiconductors; the company has taken market share in laptops, and perhaps more important, servers over the past few years.The growth under CEO Lisa Su has been nothing short of remarkable. The stock has climbed 67% through Dec. 28, and the company claimed a 10% market share in the datacenter server space for the first time since 2007. That growth has been critical to the company’s top-line growth and its increasing margins, making it even more attractive to its investors.Keep an eye out for: MarvellIt seems like Marvell MRVL CEO Matt Murphy can do no wrong. The chipmaker’s turnaround has been underpinned by solid growth in key secular trends, including 5G, automotive, and datacenter. In 2021, Marvell went from being part of a large swath of semiconductor names to one of the must-own names for those that share my belief that semiconductors will eat the world. The stock nearly doubled in 2021 and has recently hit an all-time high; count on more gains in 2022.Enterprise softwareTop pick: SalesforceThis one was a close call, given that Microsoft and Oracle both have had a solid year for their enterprise software. However, Salesforce CRM has been extraordinarily stable in its growth, and I’m increasingly optimistic about its platform, Hyperforce, and how that will expand its growth trajectory. The company has made several significant acquisitions in MuleSoft, Tableau and, most recently, Slack, and I think the best of Salesforce is yet to come. Its humble 15% stock-market gain through Dec. 28 makes it stand out as a smart pick for a pop in 2022.Keep an eye out for: SAPThis name may not exude excitement, but SAP SAP XE:SAP touts more than 425,000 customers, and this means strong recurring revenue. Now it’s making a real push into the cloud, and that transition makes SAP an interesting growth opportunity in 2022. With 77% of its revenue falling into the “predictable” category and mid-double-digit (20%) cloud growth, there is a real opportunity for upside if its cloud transformation continues to take shape.","news_type":1},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009469573,"gmtCreate":1640759812295,"gmtModify":1676533539895,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Noted&nbsp;","listText":"Noted&nbsp;","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009469573","repostId":"1147732268","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009837888,"gmtCreate":1640604498797,"gmtModify":1676533528485,"author":{"id":"4091842669394280","authorId":"4091842669394280","name":"Galaxy88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091842669394280","idStr":"4091842669394280"},"themes":[],"htmlText":"Most still enjoying the festive season 😊","listText":"Most still enjoying the festive season 😊","text":"Most still enjoying the festive season 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009837888","repostId":"1154609715","repostType":4,"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}