Remotecam personal page - To The Moon

Remotecam

Remotecam

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2023-11-29

Can't believe he's gone. RIP Charlie. Your name will continue to inspire long after you're gone.

Sorry, the original content has been removed

2023-09-13

8.30a.m. ET August CPI expected inflation 3.6%, higher than 3.2% for July. Anything more than 3.6% we're gonna see sea of RED ....

2 Top Tech Stocks to Buy During a Recession

2023-05-16

$Alphabet(GOOGL)$ Long live King Brad the Chatbot. [USD]

2023-05-01

Not okay

First Republic Becomes Second-Largest Ever US Bank Failure

2022-12-06

$NASDAQ(.IXIC)$ [Duh]

2022-12-05

$Alphabet(GOOGL)$ [Cool]

2022-12-03

$Alphabet(GOOGL)$ [Cool]

2022-12-02

$Alphabet(GOOGL)$ [Duh]

2022-11-30

$NASDAQ(.IXIC)$

2022-11-24

$Alphabet(GOOGL)$ [Cool] [Cool]

2022-11-23

$Alphabet(GOOGL)$ [Miser]

2022-11-22

$Alphabet(GOOGL)$ [Cool]

2022-11-21

$NASDAQ(.IXIC)$ [Thinking]

2022-11-20

$NASDAQ(.IXIC)$ [Cool]

2022-11-19

$NASDAQ(.IXIC)$ [Cool]

2022-11-18

$Alphabet(GOOGL)$

2022-11-17

$NASDAQ(.IXIC)$

2022-11-16

$SoFi Technologies Inc.(SOFI)$ BullishBullishBullish2023

2022-11-15

$NASDAQ(.IXIC)$ [Cool]

2022-11-14

$Alphabet(GOOGL)$

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believe he's gone. RIP Charlie.&nbsp; Your name will continue to inspire long after you're gone.","listText":"Can't believe he's gone. RIP Charlie.&nbsp; Your name will continue to inspire long after you're gone.","text":"Can't believe he's gone. RIP Charlie. Your name will continue to inspire long after you're gone.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246534912667784","repostId":"2387129416","repostType":2,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219294230859784,"gmtCreate":1694564459105,"gmtModify":1694564464077,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"8.30a.m. ET August CPI expected&nbsp; inflation&nbsp;3.6%, higher than 3.2% for July.&nbsp; Anything more than 3.6% we're gonna see sea of&nbsp;RED ....","listText":"8.30a.m. ET August CPI expected&nbsp; inflation&nbsp;3.6%, higher than 3.2% for July.&nbsp; Anything more than 3.6% we're gonna see sea of&nbsp;RED ....","text":"8.30a.m. ET August CPI expected inflation 3.6%, higher than 3.2% for July. Anything more than 3.6% we're gonna see sea of RED ....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219294230859784","repostId":"2366104580","repostType":4,"repost":{"id":"2366104580","pubTimestamp":1694533837,"share":"https://www.laohu8.com/m/news/2366104580?lang=&edition=full","pubTime":"2023-09-12 23:50","market":"us","language":"en","title":"2 Top Tech Stocks to Buy During a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2366104580","media":"Motley Fool","summary":"Cyclical downturns don't last forever.","content":"<html><head></head><body><p>It&#39;s impossible to predict when a recession will strike the economy. These downturns are a regular part of the economic cycle, though, and they occur every four or five years (on average).</p><p>Tech stocks tend to be among the hardest hit when fears rise about a potential recession ahead. Good reasons for this slump include worries about growth slowdowns and cash crunches. Tech giants tend to be in industries that are highly sensitive to shifting economic growth rates. And many of these businesses choose not to pay dividends, which are prized when markets are volatile and declining.</p><p>But recessions don&#39;t last forever, which means these downturns can provide excellent buying opportunities for investors seeking value. With that goal in mind, let&#39;s look at two tech stocks that can thrive during recessions while maintaining attractive long-term growth outlooks. Read on for some good reasons to add <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> stocks to your recession watchlist.</p><h2 id=\"id_792061129\">1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Parts of Microsoft&#39;s product portfolio have been in a cyclical decline over the past year, but its diverse business proved that it can take those hits in stride. Revenue last quarter rose 10% year over year after accounting for currency exchange rate shifts, despite slumping demand for PCs and most consumer tech devices. Microsoft offset these challenges with soaring growth in its cloud and enterprise services, anchored by the popular Azure platform.</p><p>Investors will have trouble finding a more financially impressive business. Microsoft routinely turns more than 40% of its sales into operating profit, for example. That key metric jumped a blazing 21% in the quarter that ended in late June. Microsoft also pays a modest, but quickly growing, dividend.</p><p>The stock can&#39;t be called cheap at a price-to-sales ratio of nearly 12. But a recession, or increased fears about one, could reduce that valuation. In either case, keep Microsoft on your short list of stocks to buy during a downturn.</p><h2 id=\"id_3222808810\">2. <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></h2><p>Palo Alto Networks&#39; business is generating some impressive growth and earnings metrics right now. The cybersecurity specialist is targeting sales gains of nearly 20% this year, following a 23% spike last year. Operating profit margin improved significantly this past year as well, and management is intent on boosting that figure over time. The software-as-a-service provider generates a mountain of cash, too, with free cash flow on pace to represent nearly 40% of sales in fiscal 2024.</p><p>The stock price is the main issue with this high-performing business. Palo Alto Networks shares are valued at about 12 times annual sales today, up from around 8 at the start of the year. A recession is likely to push that valuation lower, providing a better entry point for long-term investors. But a mild cyclical slump might not harm its business by much. Enterprises tend to prioritize spending on security even as they cut back in more discretionary IT niches.</p><p>Palo Alto stock might still deliver solid returns for patient shareholders who buy the stock at current prices. Accelerating sales growth, combined with rising profitability, could power significant gains in the company&#39;s annual earnings potential.</p><p>If you&#39;re willing to wait, though, consider watching Palo Alto Networks for a chance at a cheaper price once the next spike of recession worries hit Wall Street. While other investors sell in fear at these times, you can focus on picking up impressive growth stocks like this at an attractive discount.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Top Tech Stocks to Buy During a Recession</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\">\n2 Top Tech Stocks to Buy During a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-12 23:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/12/2-top-tech-stocks-to-buy-during-a-recession/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's impossible to predict when a recession will strike the economy. These downturns are a regular part of the economic cycle, though, and they occur every four or five years (on average).Tech stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/12/2-top-tech-stocks-to-buy-during-a-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PANW":"Palo Alto Networks","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2023/09/12/2-top-tech-stocks-to-buy-during-a-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2366104580","content_text":"It's impossible to predict when a recession will strike the economy. These downturns are a regular part of the economic cycle, though, and they occur every four or five years (on average).Tech stocks tend to be among the hardest hit when fears rise about a potential recession ahead. Good reasons for this slump include worries about growth slowdowns and cash crunches. Tech giants tend to be in industries that are highly sensitive to shifting economic growth rates. And many of these businesses choose not to pay dividends, which are prized when markets are volatile and declining.But recessions don't last forever, which means these downturns can provide excellent buying opportunities for investors seeking value. With that goal in mind, let's look at two tech stocks that can thrive during recessions while maintaining attractive long-term growth outlooks. Read on for some good reasons to add Microsoft and Palo Alto Networks stocks to your recession watchlist.1. MicrosoftParts of Microsoft's product portfolio have been in a cyclical decline over the past year, but its diverse business proved that it can take those hits in stride. Revenue last quarter rose 10% year over year after accounting for currency exchange rate shifts, despite slumping demand for PCs and most consumer tech devices. Microsoft offset these challenges with soaring growth in its cloud and enterprise services, anchored by the popular Azure platform.Investors will have trouble finding a more financially impressive business. Microsoft routinely turns more than 40% of its sales into operating profit, for example. That key metric jumped a blazing 21% in the quarter that ended in late June. Microsoft also pays a modest, but quickly growing, dividend.The stock can't be called cheap at a price-to-sales ratio of nearly 12. But a recession, or increased fears about one, could reduce that valuation. In either case, keep Microsoft on your short list of stocks to buy during a downturn.2. Palo Alto NetworksPalo Alto Networks' business is generating some impressive growth and earnings metrics right now. The cybersecurity specialist is targeting sales gains of nearly 20% this year, following a 23% spike last year. Operating profit margin improved significantly this past year as well, and management is intent on boosting that figure over time. The software-as-a-service provider generates a mountain of cash, too, with free cash flow on pace to represent nearly 40% of sales in fiscal 2024.The stock price is the main issue with this high-performing business. Palo Alto Networks shares are valued at about 12 times annual sales today, up from around 8 at the start of the year. A recession is likely to push that valuation lower, providing a better entry point for long-term investors. But a mild cyclical slump might not harm its business by much. Enterprises tend to prioritize spending on security even as they cut back in more discretionary IT niches.Palo Alto stock might still deliver solid returns for patient shareholders who buy the stock at current prices. Accelerating sales growth, combined with rising profitability, could power significant gains in the company's annual earnings potential.If you're willing to wait, though, consider watching Palo Alto Networks for a chance at a cheaper price once the next spike of recession worries hit Wall Street. While other investors sell in fear at these times, you can focus on picking up impressive growth stocks like this at an attractive discount.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970838422,"gmtCreate":1684246479467,"gmtModify":1684246482311,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>Long live King Brad the Chatbot.&nbsp;&nbsp;[USD]&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>Long live King Brad the Chatbot.&nbsp;&nbsp;[USD]&nbsp;","text":"$Alphabet(GOOGL)$ Long live King Brad the Chatbot. [USD]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970838422","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947820386,"gmtCreate":1682940779246,"gmtModify":1682940782189,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Not okay","listText":"Not okay","text":"Not okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947820386","repostId":"1187573586","repostType":2,"repost":{"id":"1187573586","pubTimestamp":1682940220,"share":"https://www.laohu8.com/m/news/1187573586?lang=&edition=full","pubTime":"2023-05-01 19:23","market":"us","language":"en","title":"First Republic Becomes Second-Largest Ever US Bank Failure","url":"https://stock-news.laohu8.com/highlight/detail?id=1187573586","media":"Bloomberg","summary":"Lender supplants Silicon Valley Bank after regulator seizureThree of largest FDIC failures this cent","content":"<html><head></head><body><ul><li><p>Lender supplants Silicon Valley Bank after regulator seizure</p></li><li><p>Three of largest FDIC failures this century occurred in weeks</p></li></ul><p>For just over one month, Silicon Valley Bank was the second-largest bank failure in US history. That was until First Republic Bank, a California lender that catered to wealthy clients, knocked it off that spot. </p><p style=\"text-align: start;\">First Republic was seized by the Federal Deposit Insurance Corp. early on Monday after failing to undo the damage from a flood of customer withdrawals and declining asset prices. The US regulator struck an agreement for JPMorgan Chase &amp; Co. to take over the bank’s assets including $173 billion of loans and $30 billion of securities, as well as $92 billion in deposits, after talks to rescue the lender dragged on for weeks.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60836bdd86a45b35f577781019e15d52\" tg-width=\"792\" tg-height=\"472\"/></p><p>First Republic’s $229 billion of assets as of April 13 slots it just behind Washington Mutual Inc., which imploded in 2008 with $307 billion in such holdings and total deposits of $188 billion. At that time, the FDIC seized the Seattle-based firm’s banking operations and sold them to JPMorgan for $1.9 billion.</p><p style=\"text-align: start;\">Among the biggest FDIC failures this century, three have occurred in the past several weeks with the collapses of Silicon Valley Bank and Signature Bank in early March. Silicon Valley Bank had $167 billion of assets around the time of its failure.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>First Republic Becomes Second-Largest Ever US Bank Failure</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\">\nFirst Republic Becomes Second-Largest Ever US Bank Failure\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-01 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-05-01/first-republic-ranks-as-second-largest-ever-us-bank-failure><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lender supplants Silicon Valley Bank after regulator seizureThree of largest FDIC failures this century occurred in weeksFor just over one month, Silicon Valley Bank was the second-largest bank ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-05-01/first-republic-ranks-as-second-largest-ever-us-bank-failure\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"https://www.bloomberg.com/news/articles/2023-05-01/first-republic-ranks-as-second-largest-ever-us-bank-failure","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187573586","content_text":"Lender supplants Silicon Valley Bank after regulator seizureThree of largest FDIC failures this century occurred in weeksFor just over one month, Silicon Valley Bank was the second-largest bank failure in US history. That was until First Republic Bank, a California lender that catered to wealthy clients, knocked it off that spot. First Republic was seized by the Federal Deposit Insurance Corp. early on Monday after failing to undo the damage from a flood of customer withdrawals and declining asset prices. The US regulator struck an agreement for JPMorgan Chase & Co. to take over the bank’s assets including $173 billion of loans and $30 billion of securities, as well as $92 billion in deposits, after talks to rescue the lender dragged on for weeks.First Republic’s $229 billion of assets as of April 13 slots it just behind Washington Mutual Inc., which imploded in 2008 with $307 billion in such holdings and total deposits of $188 billion. At that time, the FDIC seized the Seattle-based firm’s banking operations and sold them to JPMorgan for $1.9 billion.Among the biggest FDIC failures this century, three have occurred in the past several weeks with the collapses of Silicon Valley Bank and Signature Bank in early March. Silicon Valley Bank had $167 billion of assets around the time of its failure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967855426,"gmtCreate":1670298658965,"gmtModify":1676538340040,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v>[Duh]&nbsp;","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v>[Duh]&nbsp;","text":"$NASDAQ(.IXIC)$ 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(the \"Company\" or \"Ouster\") filed a complaint against Velodyne Lidar USA, Inc. (\"Velodyne\") in the Superior Court of California (case number pending), alleging multiple claims including intellectual property misappropriation and false advertising.Ouster will continue to take measures it determines appropriate to protect its unique and proprietary products, innovations, technologies, trade secrets and other intellectual property rights, and intends to defend itself vigorously against any claims from third parties, including Velodyne, such as described below.On June 14, 2022, Velodyne filed a lawsuit against the Company in the District Court for the Northern District of California (Case No. 22-cv-033490) relating to two patents and requested an International Tra","listText":"On July 8, 2022, Ouster, Inc. (the \"Company\" or \"Ouster\") filed a complaint against Velodyne Lidar USA, Inc. (\"Velodyne\") in the Superior Court of California (case number pending), alleging multiple claims including intellectual property misappropriation and false advertising.Ouster will continue to take measures it determines appropriate to protect its unique and proprietary products, innovations, technologies, trade secrets and other intellectual property rights, and intends to defend itself vigorously against any claims from third parties, including Velodyne, such as described below.On June 14, 2022, Velodyne filed a lawsuit against the Company in the District Court for the Northern District of California (Case No. 22-cv-033490) relating to two patents and requested an International Tra","text":"On July 8, 2022, Ouster, Inc. (the \"Company\" or \"Ouster\") filed a complaint against Velodyne Lidar USA, Inc. (\"Velodyne\") in the Superior Court of California (case number pending), alleging multiple claims including intellectual property misappropriation and false advertising.Ouster will continue to take measures it determines appropriate to protect its unique and proprietary products, innovations, technologies, trade secrets and other intellectual property rights, and intends to defend itself vigorously against any claims from third parties, including Velodyne, such as described below.On June 14, 2022, Velodyne filed a lawsuit against the Company in the District Court for the Northern District of California (Case No. 22-cv-033490) relating to two patents and requested an International Tra","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":162,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9076860815","repostId":"2251164617","repostType":2,"isVote":1,"tweetType":1,"viewCount":2693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995768264,"gmtCreate":1661520501659,"gmtModify":1676536534060,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"The personal consumption expenditure - PCE&nbsp;Index in the United States fell 0.1% month-over-month in July of 2022, after jumping 1% in June which was the largest increase since September 2005. Prices for goods decreased 0.4% and prices for services increased 0.1%. Food prices were up 1.3% while energy cost fell 4.8%.","listText":"The personal consumption expenditure - PCE&nbsp;Index in the United States fell 0.1% month-over-month in July of 2022, after jumping 1% in June which was the largest increase since September 2005. Prices for goods decreased 0.4% and prices for services increased 0.1%. Food prices were up 1.3% while energy cost fell 4.8%.","text":"The personal consumption expenditure - PCE Index in the United States fell 0.1% month-over-month in July of 2022, after jumping 1% in June which was the largest increase since September 2005. Prices for goods decreased 0.4% and prices for services increased 0.1%. Food prices were up 1.3% while energy cost fell 4.8%.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":96,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995768264","repostId":"1182117198","repostType":4,"repost":{"id":"1182117198","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661517180,"share":"https://www.laohu8.com/m/news/1182117198?lang=&edition=full","pubTime":"2022-08-26 20:33","market":"us","language":"en","title":"U.S. PCE Inflation Index Drops 0.1% in July, Core up 0.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182117198","media":"Tiger Newspress","summary":"U.S. PCE inflation index drops 0.1% in July, core up 0.1%; Consumer spending rises 0.1% in July, bel","content":"<html><head></head><body><p>U.S. PCE inflation index drops 0.1% in July, core up 0.1%; Consumer spending rises 0.1% in July, below forecast; Personal incomes climb 0.2% in July; The 12-month increase in PCE drops to 6.3% from 6.8%.</p><p>U.S. stock futures pare losses after PCE inflation report.</p><p><img src=\"https://static.tigerbbs.com/e4b1d40026820c9047b6b10728392ea7\" tg-width=\"407\" tg-height=\"188\" width=\"100%\" height=\"auto\"/></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>U.S. PCE Inflation Index Drops 0.1% in July, Core up 0.1%</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\">\nU.S. PCE Inflation Index Drops 0.1% in July, Core up 0.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-26 20:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. PCE inflation index drops 0.1% in July, core up 0.1%; Consumer spending rises 0.1% in July, below forecast; Personal incomes climb 0.2% in July; The 12-month increase in PCE drops to 6.3% from 6.8%.</p><p>U.S. stock futures pare losses after PCE inflation report.</p><p><img src=\"https://static.tigerbbs.com/e4b1d40026820c9047b6b10728392ea7\" tg-width=\"407\" tg-height=\"188\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182117198","content_text":"U.S. PCE inflation index drops 0.1% in July, core up 0.1%; Consumer spending rises 0.1% in July, below forecast; Personal incomes climb 0.2% in July; The 12-month increase in PCE drops to 6.3% from 6.8%.U.S. stock futures pare losses after PCE inflation report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064889423,"gmtCreate":1652312006362,"gmtModify":1676535073315,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"When will US stock market hit bottom? It is when&nbsp;<a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$</a>start to trend downwards and turn red.&nbsp;&nbsp;As long as this stock indicator continue uptrend and&nbsp;green,&nbsp; we haven't reached bottom yet.","listText":"When will US stock market hit bottom? It is when&nbsp;<a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$</a>start to trend downwards and turn red.&nbsp;&nbsp;As long as this stock indicator continue uptrend and&nbsp;green,&nbsp; we haven't reached bottom yet.","text":"When will US stock market hit bottom? It is when $Energy Select Sector SPDR Fund(XLE)$start to trend downwards and turn red. As long as this stock indicator continue uptrend and green, we haven't reached bottom yet.","images":[{"img":"https://community-static.tradeup.com/news/64a146bffc83c5b7b91cfbaefa1fad7d","width":"1080","height":"3273"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":87,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9064889423","isVote":1,"tweetType":1,"viewCount":1575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9071189244,"gmtCreate":1657501040088,"gmtModify":1676536014220,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Upcoming CPI Report on Wednesday, 13 July, 8.30am will be a huge event for this week.&nbsp; It is expected to be higher at 8.8%.&nbsp; Depending on market sentiments, the Fed is expected to&nbsp;hike by 75 bp . A surprise 100 bp will cause the market to react badly , as this will lead to a hard landing and recession by mid 2023.","listText":"Upcoming CPI Report on Wednesday, 13 July, 8.30am will be a huge event for this week.&nbsp; It is expected to be higher at 8.8%.&nbsp; Depending on market sentiments, the Fed is expected to&nbsp;hike by 75 bp . A surprise 100 bp will cause the market to react badly , as this will lead to a hard landing and recession by mid 2023.","text":"Upcoming CPI Report on Wednesday, 13 July, 8.30am will be a huge event for this week. It is expected to be higher at 8.8%. Depending on market sentiments, the Fed is expected to hike by 75 bp . A surprise 100 bp will cause the market to react badly , as this will lead to a hard landing and recession by mid 2023.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":68,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071189244","repostId":"2250672431","repostType":4,"repost":{"id":"2250672431","pubTimestamp":1657494031,"share":"https://www.laohu8.com/m/news/2250672431?lang=&edition=full","pubTime":"2022-07-11 07:00","market":"us","language":"en","title":"Inflation, Earnings, and Retail Sales: What to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2250672431","media":"Yahoo Finance","summary":"Financial markets have been preoccupied with one idea in recent weeks: recession.The coming week wil","content":"<html><head></head><body><p>Financial markets have been preoccupied with one idea in recent weeks: recession.</p><p>The coming week will offer more insight on whether inflation pressures are pushing business and consumer pullbacks that could tip the economy into recession.</p><p>Friday&#39;s June jobs report cast doubt on the imminence of a wholesale downturn in the US economy. Last month, the US economy added 372,000 jobs while the unemployment rate held steady at 3.6%.</p><p>&#34;The strong 372,000 gain in non-farm payrolls in June appears to make a mockery of claims the economy is heading into, let alone already in, a recession,&#34; said Andrew Hunter, senior US economist at Capital Economics.</p><p>Following this report, investors and economists were in broad agreement that continued strength in the labor market sets the table for another 0.75% interest rate increase from the Federal Reserve later this month. In the week ahead, investor attention will turn to Wednesday morning&#39;s inflation data for more clarity on this issue.</p><p>Economists estimate headline inflation rose 8.8% last month, an increase that would be the highest since December 1981, and the hottest inflation reading of this current cycle. Ethan Harris and the economics team at Bank of America Global Research notice a more than 7% monthly increase in energy inflation pushing this data to another high.</p><p>This reading on inflation, however, will come as energy and commodity prices have shown signs of moderating in recent weeks. Crude oil is down over 12% in the last month, while the price of commodities like corn, soybeans, and wheat were down over 20% through last Wednesday.</p><p>Some analysts suggested recession fears and high prices have begun to result in demand destruction. Though analysts at JPMorgan noted last week that since 1965 oil demand has declined in just 10 years, and even increased during the recession of 1991.</p><p>Harris and his team also wrote last week that whether the economy is in recession or not is &#34;beside the point.&#34;</p><p>&#34;While underlying economic momentum may very well be stronger than the headline GDP data indicate, complicating the &#39;recession&#39; question, it seems clear that US economic momentum has slowed,&#34; Harris wrote.</p><p>And the calendar this week will offer investor further checks on just how much this slowdown is weighing on businesses and consumers, with the June retail sales report out Friday morning and updates on industrial production and consumer sentiment that same day serving as highlights.</p><p>The week ahead will also bring the start of second quarter earnings season, with the usual early reporters from the financial sector getting things underway.</p><p>JPMorgan Chase (JPM), Wells Fargo (WFC), and Citigroup (C) are among the big banks set to release results, while typical early season reporters like PepsiCo (PEP) and Delta Air Lines (DAL) will also be closely watched for signs of either resilience or softening among US consumers.</p><p>JP Morgan CEO Jamie Dimon speaks at the Boston College Chief Executives Club luncheon in Boston, Massachusetts, U.S., November 23, 2021. REUTERS/Brian SnyderBrian Snyder / reuters</p><p>Investors will also keep a close eye on the Treasury yield curve, where the 2-year yield trades above the 10-year yield, an inversion that has historically preceded recessions. On Friday, the 2-year yield settled at 3.03% while 10-year yield stood at 3.01%.</p><p>Meanwhile, stocks rallied last week as investors continue to try and repair the portfolio damage suffered during the worst first six months to a year since at least 1970.</p><p>Yet the recent rebound in markets has been met with trepidation amid suggestions this turnaround could signal the start of something bigger.</p><p>The 2-year yield settled above the 10-year yield on Friday, marking the first weekly settlement of an inverted yield curve since the summer of 2019. (Source: FRED)</p><p>Mark Newton, head of technical strategy at Fundstrat, wrote in a note to clients on Friday that, &#34;technically, markets look to be at resistance.&#34;</p><p>&#34;While July could prove choppy in the weeks ahead, it’s still more likely than not that a move down to new lows for 2022 happens into late July given evidence of rates turning back higher while the Dollar remains quite strong,&#34; Newton wrote. &#34;While I remain a buyer on weakness, it&#39;s hard for me to have faith in this near-term recovery given lack of participation and weak upward breadth thrust thus far. One should remain defensive over the next 2-3 weeks until this churning runs its course.&#34;</p><h3>Economic Calendar</h3><p><b>Monday: </b></p><p><b>Tuesday: NFIB Small Business Optimism, June </b>(93.2 previously)</p><p><b>Wednesday: Consumer price index, June, YoY </b>(+8.8% expected, +8.6% previously);<b> Core CPI, June, YoY </b>(+5.8% expected, +6% previously); <b>CPI, June, MoM </b>(+1.1% expected, +1% previously);<b> Core CPI, June, MoM </b>(+0.6% expected, +0.6% previously); <b>Federal Reserve Beige Book</b></p><p><b>Thursday: Initial jobless claims </b>(235,000 previously)</p><p><b>Friday: Retail sales, June </b>(+0.9% expected, -0.3% previously);<b> Retail sales, control group, June </b>(No growth expected, +0.1% previously);<b> Empire State manufacturing index, July </b>(-2.6 expected, -1.2 previously);<b> Producer price index, June, MoM </b>(+0.8% expected, +0.8% previously); <b>Import price index, June, MoM </b>(+0.7% expected, +0.6% previously);<b> Industrial production, June </b>(No growth expected, +0.1% previously);<b> Capacity utilization, June </b>(80.2% expected, 80.8% previously); <b>University of Michigan consumer sentiment, preliminary reading, July </b>(49 expected, 50 previously)</p><h3>Earnings Calendar</h3><h3><img src=\"https://static.tigerbbs.com/232bb95cad2c6ce3dda94e126cbae636\" tg-width=\"2044\" tg-height=\"1194\" width=\"100%\" height=\"auto\"/></h3><h3>Monday:</h3><p>Before Market Open: No notable companies expected to report.</p><p>After Market Close: No notable companies expected to report.</p><h3>Tuesday:</h3><p>Before Market Open: <b>PepsiCo</b> (PEP)</p><p>After Market Close: <i>No notable companies expected to report. </i></p><h3>Wednesday:</h3><p>Before Market Open: <b>Fastenal</b> (FAST); <b>Delta Air Lines</b> (DAL)</p><p>After Market Close: <i>No notable companies expected to report.</i></p><h3>Thursday:</h3><p>Before Market Open: <b>JPMorgan Chase</b> (JPM); <b><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a></b> (MS); <b>Conagra</b> (CAG), <b><a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a></b> (FRC); <b>Cintas</b> (CTAS)</p><p>After Market Close: <b>American Outdoor Brands</b> (AOUT)</p><h3>Friday:</h3><p>Before Market Open: <b>Wells Fargo</b> (WFC); <b>BlackRock</b> (BLK); <b>Citigroup</b> (C); <b>BNY Mellon</b> (BK); <b>UnitedHealth</b> (UNH); <b>Progressive</b> (PGR); <b>US Bancorp</b> (USB); <b>State Street</b> (STT); <b>PNC Financial</b> (PNC)</p><p>After Market Close: <i>No notable companies expected to report.</i></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>Inflation, Earnings, and Retail Sales: What to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation, Earnings, and Retail Sales: What to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-weekly-preview-week-july-11-174624638.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Financial markets have been preoccupied with one idea in recent weeks: recession.The coming week will offer more insight on whether inflation pressures are pushing business and consumer pullbacks that...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-weekly-preview-week-july-11-174624638.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WFC":"富国银行","DAL":"达美航空","PEP":"百事可乐","JPM":"摩根大通"},"source_url":"https://finance.yahoo.com/news/stock-market-weekly-preview-week-july-11-174624638.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250672431","content_text":"Financial markets have been preoccupied with one idea in recent weeks: recession.The coming week will offer more insight on whether inflation pressures are pushing business and consumer pullbacks that could tip the economy into recession.Friday's June jobs report cast doubt on the imminence of a wholesale downturn in the US economy. Last month, the US economy added 372,000 jobs while the unemployment rate held steady at 3.6%.\"The strong 372,000 gain in non-farm payrolls in June appears to make a mockery of claims the economy is heading into, let alone already in, a recession,\" said Andrew Hunter, senior US economist at Capital Economics.Following this report, investors and economists were in broad agreement that continued strength in the labor market sets the table for another 0.75% interest rate increase from the Federal Reserve later this month. In the week ahead, investor attention will turn to Wednesday morning's inflation data for more clarity on this issue.Economists estimate headline inflation rose 8.8% last month, an increase that would be the highest since December 1981, and the hottest inflation reading of this current cycle. Ethan Harris and the economics team at Bank of America Global Research notice a more than 7% monthly increase in energy inflation pushing this data to another high.This reading on inflation, however, will come as energy and commodity prices have shown signs of moderating in recent weeks. Crude oil is down over 12% in the last month, while the price of commodities like corn, soybeans, and wheat were down over 20% through last Wednesday.Some analysts suggested recession fears and high prices have begun to result in demand destruction. Though analysts at JPMorgan noted last week that since 1965 oil demand has declined in just 10 years, and even increased during the recession of 1991.Harris and his team also wrote last week that whether the economy is in recession or not is \"beside the point.\"\"While underlying economic momentum may very well be stronger than the headline GDP data indicate, complicating the 'recession' question, it seems clear that US economic momentum has slowed,\" Harris wrote.And the calendar this week will offer investor further checks on just how much this slowdown is weighing on businesses and consumers, with the June retail sales report out Friday morning and updates on industrial production and consumer sentiment that same day serving as highlights.The week ahead will also bring the start of second quarter earnings season, with the usual early reporters from the financial sector getting things underway.JPMorgan Chase (JPM), Wells Fargo (WFC), and Citigroup (C) are among the big banks set to release results, while typical early season reporters like PepsiCo (PEP) and Delta Air Lines (DAL) will also be closely watched for signs of either resilience or softening among US consumers.JP Morgan CEO Jamie Dimon speaks at the Boston College Chief Executives Club luncheon in Boston, Massachusetts, U.S., November 23, 2021. REUTERS/Brian SnyderBrian Snyder / reutersInvestors will also keep a close eye on the Treasury yield curve, where the 2-year yield trades above the 10-year yield, an inversion that has historically preceded recessions. On Friday, the 2-year yield settled at 3.03% while 10-year yield stood at 3.01%.Meanwhile, stocks rallied last week as investors continue to try and repair the portfolio damage suffered during the worst first six months to a year since at least 1970.Yet the recent rebound in markets has been met with trepidation amid suggestions this turnaround could signal the start of something bigger.The 2-year yield settled above the 10-year yield on Friday, marking the first weekly settlement of an inverted yield curve since the summer of 2019. (Source: FRED)Mark Newton, head of technical strategy at Fundstrat, wrote in a note to clients on Friday that, \"technically, markets look to be at resistance.\"\"While July could prove choppy in the weeks ahead, it’s still more likely than not that a move down to new lows for 2022 happens into late July given evidence of rates turning back higher while the Dollar remains quite strong,\" Newton wrote. \"While I remain a buyer on weakness, it's hard for me to have faith in this near-term recovery given lack of participation and weak upward breadth thrust thus far. One should remain defensive over the next 2-3 weeks until this churning runs its course.\"Economic CalendarMonday: Tuesday: NFIB Small Business Optimism, June (93.2 previously)Wednesday: Consumer price index, June, YoY (+8.8% expected, +8.6% previously); Core CPI, June, YoY (+5.8% expected, +6% previously); CPI, June, MoM (+1.1% expected, +1% previously); Core CPI, June, MoM (+0.6% expected, +0.6% previously); Federal Reserve Beige BookThursday: Initial jobless claims (235,000 previously)Friday: Retail sales, June (+0.9% expected, -0.3% previously); Retail sales, control group, June (No growth expected, +0.1% previously); Empire State manufacturing index, July (-2.6 expected, -1.2 previously); Producer price index, June, MoM (+0.8% expected, +0.8% previously); Import price index, June, MoM (+0.7% expected, +0.6% previously); Industrial production, June (No growth expected, +0.1% previously); Capacity utilization, June (80.2% expected, 80.8% previously); University of Michigan consumer sentiment, preliminary reading, July (49 expected, 50 previously)Earnings CalendarMonday:Before Market Open: No notable companies expected to report.After Market Close: No notable companies expected to report.Tuesday:Before Market Open: PepsiCo (PEP)After Market Close: No notable companies expected to report. Wednesday:Before Market Open: Fastenal (FAST); Delta Air Lines (DAL)After Market Close: No notable companies expected to report.Thursday:Before Market Open: JPMorgan Chase (JPM); Morgan Stanley (MS); Conagra (CAG), First Republic Bank (FRC); Cintas (CTAS)After Market Close: American Outdoor Brands (AOUT)Friday:Before Market Open: Wells Fargo (WFC); BlackRock (BLK); Citigroup (C); BNY Mellon (BK); UnitedHealth (UNH); Progressive (PGR); US Bancorp (USB); State Street (STT); PNC Financial (PNC)After Market Close: No notable companies expected to report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934641731,"gmtCreate":1663248221123,"gmtModify":1676537235822,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"This 213k jobless claims is actually 5000 less than the month before, indicating US&nbsp;demand for workers remains healthy despite an uncertain economic outlook.The higher retail sales indicate people are accepting the higher inflated goods prices.&nbsp;Both are bad news if you're trying to suppress inflation.&nbsp; FEDS need to continue rate hikes well into&nbsp;2023.&nbsp;","listText":"This 213k jobless claims is actually 5000 less than the month before, indicating US&nbsp;demand for workers remains healthy despite an uncertain economic outlook.The higher retail sales indicate people are accepting the higher inflated goods prices.&nbsp;Both are bad news if you're trying to suppress inflation.&nbsp; FEDS need to continue rate hikes well into&nbsp;2023.&nbsp;","text":"This 213k jobless claims is actually 5000 less than the month before, indicating US demand for workers remains healthy despite an uncertain economic outlook.The higher retail sales indicate people are accepting the higher inflated goods prices. Both are bad news if you're trying to suppress inflation. FEDS need to continue rate hikes well into 2023.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":57,"commentSize":51,"repostSize":0,"link":"https://ttm.financial/post/9934641731","repostId":"1100109920","repostType":4,"repost":{"id":"1100109920","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663245034,"share":"https://www.laohu8.com/m/news/1100109920?lang=&edition=full","pubTime":"2022-09-15 20:30","market":"us","language":"en","title":"Initial Jobless Claims Reached 213,000 in the Latest Week; Retail Sales Rise More Than Expected in August","url":"https://stock-news.laohu8.com/highlight/detail?id=1100109920","media":"Tiger Newspress","summary":"Initial claims were 213,000 for the week ending 9/10 (-5,000). Insured unemployment was 1,403,000 fo","content":"<html><head></head><body><p>Initial claims were 213,000 for the week ending 9/10 (-5,000). Insured unemployment was 1,403,000 for the week ending 9/3 (+2,000).</p><p>Meanwhile, August Retail Sales:<b>+0.3%</b>M/M vs. +0.2% consensus and -0.4% prior (revised from +0.0%).</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>Initial Jobless Claims Reached 213,000 in the Latest Week; Retail Sales Rise More Than Expected in August</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\">\nInitial Jobless Claims Reached 213,000 in the Latest Week; Retail Sales Rise More Than Expected in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-15 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Initial claims were 213,000 for the week ending 9/10 (-5,000). Insured unemployment was 1,403,000 for the week ending 9/3 (+2,000).</p><p>Meanwhile, August Retail Sales:<b>+0.3%</b>M/M vs. +0.2% consensus and -0.4% prior (revised from +0.0%).</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100109920","content_text":"Initial claims were 213,000 for the week ending 9/10 (-5,000). Insured unemployment was 1,403,000 for the week ending 9/3 (+2,000).Meanwhile, August Retail Sales:+0.3%M/M vs. +0.2% consensus and -0.4% prior (revised from +0.0%).","news_type":1},"isVote":1,"tweetType":1,"viewCount":1017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070796280,"gmtCreate":1657102770340,"gmtModify":1676535949677,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Did he say China's AI is only good for population control? And that US Ai is ahead in military?He better wake up. China is successfully building hypersonic weapons designed by Ai , whereas the US is failing time and time again. This is just one example.Palantir (the almost penny stock),&nbsp;is the most important defence&nbsp; tech company in the western world? OMG ... no wonder Ukraine is a loss.&nbsp;","listText":"Did he say China's AI is only good for population control? And that US Ai is ahead in military?He better wake up. China is successfully building hypersonic weapons designed by Ai , whereas the US is failing time and time again. This is just one example.Palantir (the almost penny stock),&nbsp;is the most important defence&nbsp; tech company in the western world? OMG ... no wonder Ukraine is a loss.&nbsp;","text":"Did he say China's AI is only good for population control? And that US Ai is ahead in military?He better wake up. China is successfully building hypersonic weapons designed by Ai , whereas the US is failing time and time again. This is just one example.Palantir (the almost penny stock), is the most important defence tech company in the western world? OMG ... no wonder Ukraine is a loss.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":52,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070796280","repostId":"2249258302","repostType":4,"repost":{"id":"2249258302","pubTimestamp":1657090987,"share":"https://www.laohu8.com/m/news/2249258302?lang=&edition=full","pubTime":"2022-07-06 15:03","market":"us","language":"en","title":"Palantir: 3 Important Takeaways From Alex Karp's Talk At Aspen","url":"https://stock-news.laohu8.com/highlight/detail?id=2249258302","media":"Seekingalpha","summary":"Given that he is the leader of arguably the most important defense-related technology company in the","content":"<html><head></head><body><p>Given that he is the leader of arguably the most important defense-related technology company in the Western world today, when Palantir Technologies (NYSE:PLTR) CEO Alex Karp speaks, people listen. His recent conversation at the 2022 Aspen Ideas Festival hosted by The Aspen Institute was no exception, where he spoke on the unique challenges confronting the world today and how PLTR is uniquely positioned to solve these problems and generate profits for shareholders in the process.</p><p>He touched on all sorts of interesting points, such as how the U.S. and China have different strength in A.I. capabilities (China is by far the world-leader in population monitoring and control A.I. technologies and will likely remain so, whereas the U.S. is the leader in consumer and military-applications A.I. capabilities).</p><p>However, it was his comments directly on PLTR that interest us the most as investors, so those will be our focus in this article. In particular, we will focus on three specific statements of his and then conclude by taking a look at PLTR&#39;s valuation to determine if it is worth buying here.</p><h2>#1. &#34;The Enterprise Software Business Is Structurally Different Than Any Other Business&#34;</h2><p>During his conversation at Aspen, Mr. Karp said the following:</p><blockquote><i>The enterprise software business is structurally different than any other business. The most important thing in a software business is: what is the quality of your products, how can you build a product that no one else can build, and can you get that product delivered into a market where that product transforms people&#39;s tastes?</i></blockquote><p>Mr. Karp went on to proudly declare that the Gotham business has been so successful over the years because it has effectively changed the tastes of warfighters. Indeed, PLTR appears to have entrenched itself as a mission-critical irreplaceable part of the defense and general government agency digital and data analytics operating infrastructure, leading management to boldly assert on their latest earnings call that:</p><blockquote><i>Our ambition is to be the sixth prime contractor for the U.S. Federal Government, a trusted partner to deliver complex end-to-end integrated hardware and software solutions, building on the legacy of programs that we prime today. But we seek to be the first company to do this as a software prime, using software innovation and our unmatched expertise to deliver new integrated hardware software capabilities faster than the pace of conflict.</i></blockquote><p>However, Mr. Karp did not stop there. He apparently also believes that the company is well on its way to establishing its Foundry (Commercial) business as an indispensable and unmatched part of the corporate world as well, stating:</p><blockquote><i>Our commercial product is the single best product in the world. People will not realize this for another couple of years, because they are in the process of learning what it means to interact with non-thin software that&#39;s largely been built so that you can tell some person on Wall Street that it exists. The products we build, people are beginning to understand them, but they are actually years ahead of their time.</i></blockquote><p>In other words, it is the longer term and transformative nature of PLTR&#39;s products and its approach to product development that Mr. Karp believes is the company&#39;s greatest asset and is what will make it the most important software company in the world. While this means that it may take longer for PLTR to become profitable on a GAAP basis and even to win new customers than it would if it were building its business under a different model and mindset, Alex Karp believes that this approach will lead to much greater dominance and impact over the long-term.</p><p>In fact, by refusing to follow the herd in the race to produce the best and/or cheapest version of whatever is popular and profitable today, PLTR positions itself to build products that no one else can build and then is able to introduce them to market in a manner which - once the power and innovative nature of these products are fully understand - changes customer tastes.</p><h2>#2. &#34;Is this product sticky?&#34;</h2><p>Alex Karp&#39;s next quote which really stuck out to us was:</p><blockquote><i> Is this product sticky? Is it being reused for similar use cases in a way that is efficient for the customer so that customer and client win. In my business, we have some of the largest purchasers in the world. Why do they pay so much? Because it would cost them $1 billion to build it and they pay $10 million for it.</i></blockquote><p>Not only is PLTR focused on building products that will solve tomorrow&#39;s problems in a transformative manner, but PLTR is also focused on producing products that deliver enormous value to their users. PLTR strives to accomplish this in two ways:</p><ol><li>That it solves a necessary problem for customers at a cost that is 100 times cheaper than it would be if the company tried to solve it itself.</li><li>That it also provides them with the capability to solve additional problems with the same tool, providing even further value and ultimately making the product very sticky.</li></ol><h2>#3. &#34;I am very bullish on Palantir because...&#34;</h2><p>The third and final Alex Karp quote which really stuck out to us was:</p><blockquote><i>I am very bullish on Palantir because I know of no other company in the world that actually builds software products before they are useful and we have five of the coolest products in the world.</i></blockquote><p>Here has was effectively summarizing the bull case on PLTR in his view. Referring back to the first quote of his that we shared, PLTR&#39;s secret sauce is that it is long-term oriented. Instead of pursuing profits today, PLTR invests aggressively in two things:</p><ol><li>Building the best teams possible to build and promote its products</li><li>Developing the best products possible to solve tomorrow&#39;s problems before they appear on everyone else&#39;s radar</li></ol><p>What this means is that PLTR will be forever locked in the process of seeking maximum long-term compounding. It will likely never be at a place where it is simply trying to maximize the next quarter&#39;s or even year&#39;s results. Instead, it is toiling today in order to make 2027&#39;s products as transformative and impactful as possible. This alternative approach to building a business is reflective of PLTR&#39;s lengthy tenure as a private company prior to going public and it is refreshing that management seems to be doubling down on this long-term oriented philosophy rather than pivoting towards short-termism in order to try to prop up the stock price. Alex Karp is clearly committed to PLTR for the long-term and is running the company accordingly.</p><h2>Investor Takeaway</h2><p>PLTR is a very different technology and software company in both its approach and its mission. It is building software products that utilize data analytics and artificial intelligence techniques to solve tomorrow&#39;s biggest problems for Western and Western-aligned corporations and governments instead of chasing profitability today. This requires a contrarian outlook and considerable focus and patience for management and shareholders alike. Given that it is a public company now, the need for focus and patience is even greater. As a result, it was refreshing to hear Alex Karp double down on this perspective in this conversation.</p><p>With a total addressable market that is already well over $120 billion and likely to exceed $200 billion in the coming years, PLTR&#39;s upside is tremendous. As a result, analyst consensus estimates that it will be able to grow its revenue at a 30.6% CAGR through 2026 seem very achievable, particularly with the accelerating effect that soaring geopolitical tensions have likely had (and will have) on the demand for PLTR&#39;s products from government agencies.</p><p>Assuming that PLTR&#39;s EBITDA margins can expand slightly to ~30% thanks to improving economies of scale and its EV/EBITDA ratio settles at ~25x, we believe investors could be in store for impressive annualized returns over the next four and a half years. A 25x EV/EBITDA multiple and a 30% EBITDA margin with 30.6% revenue growth through 2026 would put the share price at ~$43.50 at year-end 2026. This would result in ~40% annualized total returns, making PLTR a Strong Buy and giving it plenty of margin of safety, should it fall short of these projections.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: 3 Important Takeaways From Alex Karp's Talk At Aspen</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: 3 Important Takeaways From Alex Karp's Talk At Aspen\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 15:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4521735-palantir-3-takeaways-alex-karp-talk-at-aspen-institute-idea-festival><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Given that he is the leader of arguably the most important defense-related technology company in the Western world today, when Palantir Technologies (NYSE:PLTR) CEO Alex Karp speaks, people listen. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4521735-palantir-3-takeaways-alex-karp-talk-at-aspen-institute-idea-festival\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4521735-palantir-3-takeaways-alex-karp-talk-at-aspen-institute-idea-festival","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249258302","content_text":"Given that he is the leader of arguably the most important defense-related technology company in the Western world today, when Palantir Technologies (NYSE:PLTR) CEO Alex Karp speaks, people listen. His recent conversation at the 2022 Aspen Ideas Festival hosted by The Aspen Institute was no exception, where he spoke on the unique challenges confronting the world today and how PLTR is uniquely positioned to solve these problems and generate profits for shareholders in the process.He touched on all sorts of interesting points, such as how the U.S. and China have different strength in A.I. capabilities (China is by far the world-leader in population monitoring and control A.I. technologies and will likely remain so, whereas the U.S. is the leader in consumer and military-applications A.I. capabilities).However, it was his comments directly on PLTR that interest us the most as investors, so those will be our focus in this article. In particular, we will focus on three specific statements of his and then conclude by taking a look at PLTR's valuation to determine if it is worth buying here.#1. \"The Enterprise Software Business Is Structurally Different Than Any Other Business\"During his conversation at Aspen, Mr. Karp said the following:The enterprise software business is structurally different than any other business. The most important thing in a software business is: what is the quality of your products, how can you build a product that no one else can build, and can you get that product delivered into a market where that product transforms people's tastes?Mr. Karp went on to proudly declare that the Gotham business has been so successful over the years because it has effectively changed the tastes of warfighters. Indeed, PLTR appears to have entrenched itself as a mission-critical irreplaceable part of the defense and general government agency digital and data analytics operating infrastructure, leading management to boldly assert on their latest earnings call that:Our ambition is to be the sixth prime contractor for the U.S. Federal Government, a trusted partner to deliver complex end-to-end integrated hardware and software solutions, building on the legacy of programs that we prime today. But we seek to be the first company to do this as a software prime, using software innovation and our unmatched expertise to deliver new integrated hardware software capabilities faster than the pace of conflict.However, Mr. Karp did not stop there. He apparently also believes that the company is well on its way to establishing its Foundry (Commercial) business as an indispensable and unmatched part of the corporate world as well, stating:Our commercial product is the single best product in the world. People will not realize this for another couple of years, because they are in the process of learning what it means to interact with non-thin software that's largely been built so that you can tell some person on Wall Street that it exists. The products we build, people are beginning to understand them, but they are actually years ahead of their time.In other words, it is the longer term and transformative nature of PLTR's products and its approach to product development that Mr. Karp believes is the company's greatest asset and is what will make it the most important software company in the world. While this means that it may take longer for PLTR to become profitable on a GAAP basis and even to win new customers than it would if it were building its business under a different model and mindset, Alex Karp believes that this approach will lead to much greater dominance and impact over the long-term.In fact, by refusing to follow the herd in the race to produce the best and/or cheapest version of whatever is popular and profitable today, PLTR positions itself to build products that no one else can build and then is able to introduce them to market in a manner which - once the power and innovative nature of these products are fully understand - changes customer tastes.#2. \"Is this product sticky?\"Alex Karp's next quote which really stuck out to us was: Is this product sticky? Is it being reused for similar use cases in a way that is efficient for the customer so that customer and client win. In my business, we have some of the largest purchasers in the world. Why do they pay so much? Because it would cost them $1 billion to build it and they pay $10 million for it.Not only is PLTR focused on building products that will solve tomorrow's problems in a transformative manner, but PLTR is also focused on producing products that deliver enormous value to their users. PLTR strives to accomplish this in two ways:That it solves a necessary problem for customers at a cost that is 100 times cheaper than it would be if the company tried to solve it itself.That it also provides them with the capability to solve additional problems with the same tool, providing even further value and ultimately making the product very sticky.#3. \"I am very bullish on Palantir because...\"The third and final Alex Karp quote which really stuck out to us was:I am very bullish on Palantir because I know of no other company in the world that actually builds software products before they are useful and we have five of the coolest products in the world.Here has was effectively summarizing the bull case on PLTR in his view. Referring back to the first quote of his that we shared, PLTR's secret sauce is that it is long-term oriented. Instead of pursuing profits today, PLTR invests aggressively in two things:Building the best teams possible to build and promote its productsDeveloping the best products possible to solve tomorrow's problems before they appear on everyone else's radarWhat this means is that PLTR will be forever locked in the process of seeking maximum long-term compounding. It will likely never be at a place where it is simply trying to maximize the next quarter's or even year's results. Instead, it is toiling today in order to make 2027's products as transformative and impactful as possible. This alternative approach to building a business is reflective of PLTR's lengthy tenure as a private company prior to going public and it is refreshing that management seems to be doubling down on this long-term oriented philosophy rather than pivoting towards short-termism in order to try to prop up the stock price. Alex Karp is clearly committed to PLTR for the long-term and is running the company accordingly.Investor TakeawayPLTR is a very different technology and software company in both its approach and its mission. It is building software products that utilize data analytics and artificial intelligence techniques to solve tomorrow's biggest problems for Western and Western-aligned corporations and governments instead of chasing profitability today. This requires a contrarian outlook and considerable focus and patience for management and shareholders alike. Given that it is a public company now, the need for focus and patience is even greater. As a result, it was refreshing to hear Alex Karp double down on this perspective in this conversation.With a total addressable market that is already well over $120 billion and likely to exceed $200 billion in the coming years, PLTR's upside is tremendous. As a result, analyst consensus estimates that it will be able to grow its revenue at a 30.6% CAGR through 2026 seem very achievable, particularly with the accelerating effect that soaring geopolitical tensions have likely had (and will have) on the demand for PLTR's products from government agencies.Assuming that PLTR's EBITDA margins can expand slightly to ~30% thanks to improving economies of scale and its EV/EBITDA ratio settles at ~25x, we believe investors could be in store for impressive annualized returns over the next four and a half years. A 25x EV/EBITDA multiple and a 30% EBITDA margin with 30.6% revenue growth through 2026 would put the share price at ~$43.50 at year-end 2026. This would result in ~40% annualized total returns, making PLTR a Strong Buy and giving it plenty of margin of safety, should it fall short of these projections.","news_type":1},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059142077,"gmtCreate":1654316189599,"gmtModify":1676535431245,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"In a market that has turned against high valuation, Tesla's 125 PE is it's biggest headwind. Only hot money is keeping this stock floating.&nbsp; Hopefully this continues as the possibility of a 30%&nbsp;drop like&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>and&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>is very possible.Elon's cut job posting is very smart.&nbsp; Hopefully he encourage others to&nbsp;cut workforce. Cooling the US employment rate and therefore reduce the Fed's hawkishness and promote a&nbsp;market rebound.&nbsp;","listText":"In a market that has turned against high valuation, Tesla's 125 PE is it's biggest headwind. Only hot money is keeping this stock floating.&nbsp; Hopefully this continues as the possibility of a 30%&nbsp;drop like&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>and&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>is very possible.Elon's cut job posting is very smart.&nbsp; Hopefully he encourage others to&nbsp;cut workforce. Cooling the US employment rate and therefore reduce the Fed's hawkishness and promote a&nbsp;market rebound.&nbsp;","text":"In a market that has turned against high valuation, Tesla's 125 PE is it's biggest headwind. Only hot money is keeping this stock floating. Hopefully this continues as the possibility of a 30% drop like $NVIDIA Corp(NVDA)$and $Amazon.com(AMZN)$is very possible.Elon's cut job posting is very smart. Hopefully he encourage others to cut workforce. Cooling the US employment rate and therefore reduce the Fed's hawkishness and promote a market rebound.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":44,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059142077","repostId":"1175826570","repostType":4,"repost":{"id":"1175826570","pubTimestamp":1654300329,"share":"https://www.laohu8.com/m/news/1175826570?lang=&edition=full","pubTime":"2022-06-04 07:52","market":"us","language":"en","title":"TSLA Stock News: 5 Biggest Headlines That Tesla Investors Need to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1175826570","media":"InvestorPlace","summary":"Here are the top news items for Tesla this week:$Tesla(TSLA)$ stock is ending this week in the red by 9%.This can be explained by the onslaught of bad news it has faced.Investors have received an exci","content":"<html><head></head><body><p>Here are the top news items for Tesla this week:</p><ul><li><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock is ending this week in the red by 9%.</li><li>This can be explained by the onslaught of bad news it has faced.</li><li>Investors have received an exciting update on Elon Musk&#39;s <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> deal, however.</li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> employees have seen a difficult week. On Wednesday, CEO Elon Musk sent out an email decreeing that all workers should either return to their offices for “at least 40 hours per week” or seek other opportunities. Today also began with a report that Musk intends to lay off 10% of the salaried workforce due to his bad feelings about the economy. This news sent TSLA stock into a tailspin — and it hasn’t stopped falling since. Shares closed down 9%.</p><p>It hasn’t been all bad news for Tesla, though. Specifically, investors received positive updates on both Musk’s Twitter (NYSE:TWTR) acquisition and production at the Shanghai factory. While Musk has not discussed the pending deal, there are new reasons to believe it will move forward. And while Tesla’s AI day has been delayed, another exciting update hints that the infamous Cybertruck may hit the road by 2023.</p><p>Let’s take a closer look at this week’s most important TSLA stock headlines.</p><h2>Top Headlines for TSLA Stock Investors</h2><h3>1. Twitter Says Antitrust Waiting Period for Elon Musk Deal Has Passed</h3><p>Elon Musk’s acquisition of Twitter has cleared another hurdle. According to Twitter, the 30-day antitrust period for the deal has passed as of today. While the deal is subject to shareholder approval, this is still a step forward for Musk. His dispute over Twitter’s alleged bot user count has still not been resolved, but Twitter shows no signs of budging from holding Musk to his original offer. This news helped TWTR stock rise today as TSLA shares fell.</p><h3>2. Tesla shares dip on Elon Musk’s plans to cut workforce</h3><p>News of Tesla’s workforce reduction pushed shares down today. In an email, Musk said he is having “super bad feelings” about the economy. As Musk sees it, the solution is to implement a hiring freeze and lay off 10% of Tesla’s salaried workforce. These grim predictions quickly pushed TSLA stock down in pre-market hours and throughout the day. The company has not confirmed which departments or facilities will see the most layoffs, or when the layoffs will occur.</p><h3>3. Panasonic sends Tesla new EV battery samples ahead of production surge</h3><p>Tesla had been quiet about electric vehicle (EV) battery progress lately, but that changed on June 1. Specifically, Panasonic (OTCMKTS:PCRFY) announced that it had shipped a sample of its 4680 format EV batteries to Tesla. The Japanese electronics producer added that it’s preparing for a “surge in North American power pack production.” Kazuo Tadanobu, the CEO of the company’s energy division, said the company began large-scale battery production in May. Reuters reports that this may be an indication Panasonic is planning to build a production plant in the U.S. to “feed Tesla’s EV expansion plans.”</p><h3>4. Tesla Shanghai plant restores weekly output to 70% of pre-lockdown level</h3><p>As May ended, the company reported that it increased weekly output to almost 70% of what it had been before Covid-19 lockdowns. According to anonymous sources, Tesla expects output to increase even further this week. Tesla is determined to continue scaling production despite labor and supply-chain constraints.</p><h3>5. Tesla is getting the world’s largest casting machine, and it’s for Cybertruck</h3><p>This week, Tesla purchased a Giga Press — the world’s biggest casting machine — to be used for production of the Cybertruck. Tesla gave fans a look at its highly anticipated Cybertruck at the Cyber Rodeo back in April. Since Tesla debuted the truck’s futuristic design, fans have been captivated. Even vague updates on the EV have sent TSLA stock up. This latest investment in large-scale casting technology will help Tesla meet its goal of starting Cybertruck production in 2023.</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>TSLA Stock News: 5 Biggest Headlines That Tesla Investors Need to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSLA Stock News: 5 Biggest Headlines That Tesla Investors Need to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-04 07:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/tsla-stock-news-5-biggest-headlines-that-tesla-investors-need-to-know-this-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are the top news items for Tesla this week:Tesla stock is ending this week in the red by 9%.This can be explained by the onslaught of bad news it has faced.Investors have received an exciting ...</p>\n\n<a href=\"https://investorplace.com/2022/06/tsla-stock-news-5-biggest-headlines-that-tesla-investors-need-to-know-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/06/tsla-stock-news-5-biggest-headlines-that-tesla-investors-need-to-know-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175826570","content_text":"Here are the top news items for Tesla this week:Tesla stock is ending this week in the red by 9%.This can be explained by the onslaught of bad news it has faced.Investors have received an exciting update on Elon Musk's Twitter deal, however.Tesla employees have seen a difficult week. On Wednesday, CEO Elon Musk sent out an email decreeing that all workers should either return to their offices for “at least 40 hours per week” or seek other opportunities. Today also began with a report that Musk intends to lay off 10% of the salaried workforce due to his bad feelings about the economy. This news sent TSLA stock into a tailspin — and it hasn’t stopped falling since. Shares closed down 9%.It hasn’t been all bad news for Tesla, though. Specifically, investors received positive updates on both Musk’s Twitter (NYSE:TWTR) acquisition and production at the Shanghai factory. While Musk has not discussed the pending deal, there are new reasons to believe it will move forward. And while Tesla’s AI day has been delayed, another exciting update hints that the infamous Cybertruck may hit the road by 2023.Let’s take a closer look at this week’s most important TSLA stock headlines.Top Headlines for TSLA Stock Investors1. Twitter Says Antitrust Waiting Period for Elon Musk Deal Has PassedElon Musk’s acquisition of Twitter has cleared another hurdle. According to Twitter, the 30-day antitrust period for the deal has passed as of today. While the deal is subject to shareholder approval, this is still a step forward for Musk. His dispute over Twitter’s alleged bot user count has still not been resolved, but Twitter shows no signs of budging from holding Musk to his original offer. This news helped TWTR stock rise today as TSLA shares fell.2. Tesla shares dip on Elon Musk’s plans to cut workforceNews of Tesla’s workforce reduction pushed shares down today. In an email, Musk said he is having “super bad feelings” about the economy. As Musk sees it, the solution is to implement a hiring freeze and lay off 10% of Tesla’s salaried workforce. These grim predictions quickly pushed TSLA stock down in pre-market hours and throughout the day. The company has not confirmed which departments or facilities will see the most layoffs, or when the layoffs will occur.3. Panasonic sends Tesla new EV battery samples ahead of production surgeTesla had been quiet about electric vehicle (EV) battery progress lately, but that changed on June 1. Specifically, Panasonic (OTCMKTS:PCRFY) announced that it had shipped a sample of its 4680 format EV batteries to Tesla. The Japanese electronics producer added that it’s preparing for a “surge in North American power pack production.” Kazuo Tadanobu, the CEO of the company’s energy division, said the company began large-scale battery production in May. Reuters reports that this may be an indication Panasonic is planning to build a production plant in the U.S. to “feed Tesla’s EV expansion plans.”4. Tesla Shanghai plant restores weekly output to 70% of pre-lockdown levelAs May ended, the company reported that it increased weekly output to almost 70% of what it had been before Covid-19 lockdowns. According to anonymous sources, Tesla expects output to increase even further this week. Tesla is determined to continue scaling production despite labor and supply-chain constraints.5. Tesla is getting the world’s largest casting machine, and it’s for CybertruckThis week, Tesla purchased a Giga Press — the world’s biggest casting machine — to be used for production of the Cybertruck. Tesla gave fans a look at its highly anticipated Cybertruck at the Cyber Rodeo back in April. Since Tesla debuted the truck’s futuristic design, fans have been captivated. Even vague updates on the EV have sent TSLA stock up. This latest investment in large-scale casting technology will help Tesla meet its goal of starting Cybertruck production in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021155559,"gmtCreate":1653016500671,"gmtModify":1676535209295,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"If you follow the thought process of this writer, every other stock in the market is overpriced by 30 % to 40 % because he is&nbsp;of comparing&nbsp;the stock price average over the last 10 years.&nbsp;&nbsp;Do this method to Amazon, Tesla, Google, Nvidia, FB&nbsp;and every other mega cap and you'll find how foolhardy the expected stock price should be.&nbsp;More fear mongering&nbsp;\"gurus\" like this in the coming months as recession nears.&nbsp;","listText":"If you follow the thought process of this writer, every other stock in the market is overpriced by 30 % to 40 % because he is&nbsp;of comparing&nbsp;the stock price average over the last 10 years.&nbsp;&nbsp;Do this method to Amazon, Tesla, Google, Nvidia, FB&nbsp;and every other mega cap and you'll find how foolhardy the expected stock price should be.&nbsp;More fear mongering&nbsp;\"gurus\" like this in the coming months as recession nears.&nbsp;","text":"If you follow the thought process of this writer, every other stock in the market is overpriced by 30 % to 40 % because he is of comparing the stock price average over the last 10 years. Do this method to Amazon, Tesla, Google, Nvidia, FB and every other mega cap and you'll find how foolhardy the expected stock price should be. More fear mongering \"gurus\" like this in the coming months as recession nears.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":40,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021155559","repostId":"2236670897","repostType":4,"repost":{"id":"2236670897","pubTimestamp":1653011211,"share":"https://www.laohu8.com/m/news/2236670897?lang=&edition=full","pubTime":"2022-05-20 09:46","market":"us","language":"en","title":"Apple: Be Careful, There's A Lot More Downside Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=2236670897","media":"Seekingalpha","summary":"SummaryApple is a fundamentally strong company that will generate some business growth in the coming","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple is a fundamentally strong company that will generate some business growth in the coming years.</li><li>The huge baseline means that relative growth won&#39;t be too strong, and at the same time, AAPL&#39;s buybacks are way less effective than they used to be.</li><li>AAPL shares have sold off considerably, but they are still far from cheap. In fact, another 30% share price drop could bring the valuation to the long-term average.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/155c5440be53b77f03e11163375aa17c\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>24K-Production/iStock via Getty Images</span></p><p><b>Article Thesis</b></p><p>Apple (NASDAQ:AAPL) is a fundamentally strong company, but its growth is not outrageously high. At the same time, shares trade well above the historical norm, which makes its buybacks less effective and which results in multiplecompression risk. Over the last couple of months, Apple has already seen its shares pull back considerably. Depending on where rates are headed, shares could fall further, however.</p><p><b>Apple Has A Strong Business, But Not Too Much Growth</b></p><p>Looking at Apple&#39;s fundamentals, we can say that this is clearly a strong company. Not only does Apple have a great balance sheet with ample cash resources, but Apple also operates with attractive margins and returns on capital.</p><p>During the last four quarters, Apple&#39;s net margin was 26%. That does not only mean that Apple generates a hefty amount of profit for every additional sale it makes, but Apple&#39;s margins also are reducing risks in times of inflation. Some companies have already seen their margins compress due to the current high-inflation environment. That is way more dangerous for companies with low margins, as a 200-basis point margin hit would cut profits in half for a company with a 4% net margin. Apple, in the same scenario, would see its profits decline by less than 10%, which means that high-margin businesses such as Apple are lower-risk investments in times such as these.</p><p>A high-quality company isn&#39;t necessarily a high-growth company, however. In Apple&#39;s case, the enormous baseline means that growing the business further is far from easy. A company that generates annual revenue of close to $400 billion needs to add billions of dollars in revenue every year just for a paltry 1% revenue growth rate. If the company wants a 5% growth rate, which is solid but far from spectacular, $20 billion in additional sales during a single year are required. Price increases for its hardware products such as the iPhone, iPad, Mac, etc. help drive some revenue growth in the long run, but volume growth is not too much of a tailwind. After all, most people that want a smartphone or a tablet already have one and replacing existing ones does not lead to long-term volume growth. Apple&#39;s services business has generated above-average growth in recent years, but that will likely not be enough to lead to great business growth in the long run. After all, even when Apple rolls out new services over time that add a billion in revenue or two, that barely moves the needle for a $400 billion-a-year giant.</p><p>Not too surprisingly, Apple&#39;s forecasted revenue growth is thus not overly strong:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b34d4d22439ea64352caf9220cffbb8b\" tg-width=\"640\" tg-height=\"146\" width=\"100%\" height=\"auto\"/><span>AAPL revenue growth forecast (Source: Seeking Alpha)</span></p><p>Growth during the current year is forecasted at a little less than 8%, partially made possible thanks to a still somewhat easy comparison to the pandemic-impacted quarters last year. Beyond the current year, growth is forecasted to decelerate meaningfully, however, to just 5% in 2023 and 4% in 2024-2025.</p><p>Earnings per share growth is not only coming from revenue growth, of course. Margin expansion can boost earnings further, but due to Apple&#39;s already very high margins and due to inflationary pressures in all kinds of products and commodities, it seems doubtful whether Apple will be able to boost its margins dramatically from the already very elevated level.</p><p>Last but not least, buybacks can result in earnings per share growing faster than the company&#39;s overall net profits. That has been the case for Apple for many years, and it will likely hold true in the future as well. Unfortunately, Apple&#39;s buybacks have become a lot less efficient over time. Between May 2013 and May 2020, Apple&#39;s share count declined by 32%, which pencils out to a 5.4% annual reduction rate (CAGR). Over the last two years, however, Apple has only reduced its share count by 4.8%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2f8fa0d831de491cef772ea0668d8b1\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The annual share count reduction pace in that time frame was thus just 2.4%, or significantly less than half the buyback pace seen over the previous seven years. That is not the result of a reduction in Apple&#39;s absolute buyback spending. Instead, Apple&#39;s shares have become way more expensive than they used to be over the last decade, which has made buybacks less efficient - naturally, buying back shares when they are cheap is more impactful than buying back shares when they are expensive.</p><p>Since Apple&#39;s shares are still very pricey when compared to the historical norm, we can expect that Apple&#39;s buybacks will continue to lack behind the historic average in relative terms. The earnings per share growth tailwinds from buybacks should thus continue to underwhelm going forward, compared to the way more pronounced buyback impact we have seen in prior years when Apple was able to scoop up shares at a way lower valuation.</p><p>Due to the baseline effect/law of large numbers that makes maintaining a lot of business growth difficult, and due to the fact that smartphones, PCs, and so on aren&#39;t really a growth industry, combined with a weak impact from buybacks, Apple is thus not expected to grow its earnings per share very much going forward. I still do expect that Apple will generate a solid earnings per share growth pace in the long run, but not an exciting one.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18547e21264db45381f14fec12e30f17\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Over the last decade, Apple has grown its earnings per share by a huge 305%. That pencils out to an annual earnings per share growth rate of 15.0%. Going forward, the analyst community is predicting earnings per share growth that is roughly half as high:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c0e4b495e8312d0585f3bd55eb891d6\" tg-width=\"640\" tg-height=\"296\" width=\"100%\" height=\"auto\"/><span>AAPL EPS growth forecast (Source: Seeking Alpha)</span></p><p>We see expected EPS growth of 10% this year, while earnings per share growth is forecasted to decelerate to as low as 4% in the years beyond 2022. Overall, earnings per share are forecasted to rise by just 80% over the coming nine years, while Apple roughly quadrupled its EPS over the last ten years. Clearly, growth in the coming years will likely be way lower than it used to be in the past. That is not necessarily a disaster. In fact, growth deceleration over time has to be expected as companies mature eventually. The lower future growth should be reflected in the company&#39;s valuation, however, and that does not seem to be the case at all.</p><p><b>AAPL Stock: Expensive By Historical Standards</b></p><p>Right now, Apple is trading for $141 per share, which is down by 23% from the 52-week high. But that has by far not made Apple into a cheap stock:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d84af723e478e338c15dddd6434ab26\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>In the above chart, we see that Apple is now trading for 23x forward net profits, while the 10-year median earnings multiple is 16.4. In other words, Apple is still trading at a 40% premium compared to how shares were valued, on average, in the past. Looking at the company&#39;s enterprise value to EBITDA multiple, which accounts for changes in net cash due to using EV, the premium versus the historical valuation is even more pronounced. At a 19x forward EV/EBITDA multiple, Apple is trading at a premium of almost 80% compared to the 10-year median EV/EBITDA ratio of 10.6.</p><p>We can thus summarize that Apple&#39;s current valuation is still way higher than it was, on average, over the last decade - despite the 20%+ share price decline since the company peaked earlier this year. At the same time, Apple&#39;s expected revenue and earnings per share growth rate for the coming years is way<i>lower</i>than the growth the company has delivered over the last decade. A way higher valuation for a company that will be delivering way less growth in the coming years does not seem like an attractive investment proposal to me.</p><p>Another way to look at Apple&#39;s valuation is a comparison between its earnings yield and the US Treasury yield:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cf71cfbf6927b0cbc348428cff0fb3b\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>We see that Apple&#39;s earnings yield is currently 1.1% higher than the 10-year treasury rate. Historically, the risk premium has been much larger, often around 3%, but even higher at times. We can thus say that, relative to risk-free investments (treasuries), Apple has become more expensive over the last couple of years, as its spread has dwindled. That does not necessarily mean that Treasuries are a better investment. But it seems clear that Apple has been getting way more expensive in recent years, as investors bid up its shares further and further, pushing the yield spread versus risk-free investments lower and lower.</p><p><b>What It Means</b></p><p>The combination of these factors means that Apple could have considerably more downside potential. The company, which will most likely not grow as much in the future as it did in the past, could see its shares fall by another 30%, and it would still not be cheap by historical standards. Instead, Apple would be trading perfectly in line with its 10-year median earnings multiple of 16 in that scenario. Apple&#39;s shares are not as overvalued as they were when they traded at $160, $170, or even higher. But even at $141, AAPL is still very clearly on the expensive side by historical standards. With interest rates rising, which is a clear negative for equity valuations, Apple has considerably more downside risk. That will not necessarily materialize, but investors should at least know that buying Apple at $141, and at an earnings multiple well above 20 is far from a value pick. Apple was a great value pick when it traded at earnings multiples of 10-15 years ago. But today, even following a sizeable downturn in recent months, AAPL is still pricey.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Be Careful, There's A Lot More Downside Risk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Be Careful, There's A Lot More Downside Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513040-apple-stock-lot-more-downside-risk><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is a fundamentally strong company that will generate some business growth in the coming years.The huge baseline means that relative growth won't be too strong, and at the same time, AAPL'...</p>\n\n<a href=\"https://seekingalpha.com/article/4513040-apple-stock-lot-more-downside-risk\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4513040-apple-stock-lot-more-downside-risk","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2236670897","content_text":"SummaryApple is a fundamentally strong company that will generate some business growth in the coming years.The huge baseline means that relative growth won't be too strong, and at the same time, AAPL's buybacks are way less effective than they used to be.AAPL shares have sold off considerably, but they are still far from cheap. In fact, another 30% share price drop could bring the valuation to the long-term average.24K-Production/iStock via Getty ImagesArticle ThesisApple (NASDAQ:AAPL) is a fundamentally strong company, but its growth is not outrageously high. At the same time, shares trade well above the historical norm, which makes its buybacks less effective and which results in multiplecompression risk. Over the last couple of months, Apple has already seen its shares pull back considerably. Depending on where rates are headed, shares could fall further, however.Apple Has A Strong Business, But Not Too Much GrowthLooking at Apple's fundamentals, we can say that this is clearly a strong company. Not only does Apple have a great balance sheet with ample cash resources, but Apple also operates with attractive margins and returns on capital.During the last four quarters, Apple's net margin was 26%. That does not only mean that Apple generates a hefty amount of profit for every additional sale it makes, but Apple's margins also are reducing risks in times of inflation. Some companies have already seen their margins compress due to the current high-inflation environment. That is way more dangerous for companies with low margins, as a 200-basis point margin hit would cut profits in half for a company with a 4% net margin. Apple, in the same scenario, would see its profits decline by less than 10%, which means that high-margin businesses such as Apple are lower-risk investments in times such as these.A high-quality company isn't necessarily a high-growth company, however. In Apple's case, the enormous baseline means that growing the business further is far from easy. A company that generates annual revenue of close to $400 billion needs to add billions of dollars in revenue every year just for a paltry 1% revenue growth rate. If the company wants a 5% growth rate, which is solid but far from spectacular, $20 billion in additional sales during a single year are required. Price increases for its hardware products such as the iPhone, iPad, Mac, etc. help drive some revenue growth in the long run, but volume growth is not too much of a tailwind. After all, most people that want a smartphone or a tablet already have one and replacing existing ones does not lead to long-term volume growth. Apple's services business has generated above-average growth in recent years, but that will likely not be enough to lead to great business growth in the long run. After all, even when Apple rolls out new services over time that add a billion in revenue or two, that barely moves the needle for a $400 billion-a-year giant.Not too surprisingly, Apple's forecasted revenue growth is thus not overly strong:AAPL revenue growth forecast (Source: Seeking Alpha)Growth during the current year is forecasted at a little less than 8%, partially made possible thanks to a still somewhat easy comparison to the pandemic-impacted quarters last year. Beyond the current year, growth is forecasted to decelerate meaningfully, however, to just 5% in 2023 and 4% in 2024-2025.Earnings per share growth is not only coming from revenue growth, of course. Margin expansion can boost earnings further, but due to Apple's already very high margins and due to inflationary pressures in all kinds of products and commodities, it seems doubtful whether Apple will be able to boost its margins dramatically from the already very elevated level.Last but not least, buybacks can result in earnings per share growing faster than the company's overall net profits. That has been the case for Apple for many years, and it will likely hold true in the future as well. Unfortunately, Apple's buybacks have become a lot less efficient over time. Between May 2013 and May 2020, Apple's share count declined by 32%, which pencils out to a 5.4% annual reduction rate (CAGR). Over the last two years, however, Apple has only reduced its share count by 4.8%:Data by YChartsThe annual share count reduction pace in that time frame was thus just 2.4%, or significantly less than half the buyback pace seen over the previous seven years. That is not the result of a reduction in Apple's absolute buyback spending. Instead, Apple's shares have become way more expensive than they used to be over the last decade, which has made buybacks less efficient - naturally, buying back shares when they are cheap is more impactful than buying back shares when they are expensive.Since Apple's shares are still very pricey when compared to the historical norm, we can expect that Apple's buybacks will continue to lack behind the historic average in relative terms. The earnings per share growth tailwinds from buybacks should thus continue to underwhelm going forward, compared to the way more pronounced buyback impact we have seen in prior years when Apple was able to scoop up shares at a way lower valuation.Due to the baseline effect/law of large numbers that makes maintaining a lot of business growth difficult, and due to the fact that smartphones, PCs, and so on aren't really a growth industry, combined with a weak impact from buybacks, Apple is thus not expected to grow its earnings per share very much going forward. I still do expect that Apple will generate a solid earnings per share growth pace in the long run, but not an exciting one.Data by YChartsOver the last decade, Apple has grown its earnings per share by a huge 305%. That pencils out to an annual earnings per share growth rate of 15.0%. Going forward, the analyst community is predicting earnings per share growth that is roughly half as high:AAPL EPS growth forecast (Source: Seeking Alpha)We see expected EPS growth of 10% this year, while earnings per share growth is forecasted to decelerate to as low as 4% in the years beyond 2022. Overall, earnings per share are forecasted to rise by just 80% over the coming nine years, while Apple roughly quadrupled its EPS over the last ten years. Clearly, growth in the coming years will likely be way lower than it used to be in the past. That is not necessarily a disaster. In fact, growth deceleration over time has to be expected as companies mature eventually. The lower future growth should be reflected in the company's valuation, however, and that does not seem to be the case at all.AAPL Stock: Expensive By Historical StandardsRight now, Apple is trading for $141 per share, which is down by 23% from the 52-week high. But that has by far not made Apple into a cheap stock:Data by YChartsIn the above chart, we see that Apple is now trading for 23x forward net profits, while the 10-year median earnings multiple is 16.4. In other words, Apple is still trading at a 40% premium compared to how shares were valued, on average, in the past. Looking at the company's enterprise value to EBITDA multiple, which accounts for changes in net cash due to using EV, the premium versus the historical valuation is even more pronounced. At a 19x forward EV/EBITDA multiple, Apple is trading at a premium of almost 80% compared to the 10-year median EV/EBITDA ratio of 10.6.We can thus summarize that Apple's current valuation is still way higher than it was, on average, over the last decade - despite the 20%+ share price decline since the company peaked earlier this year. At the same time, Apple's expected revenue and earnings per share growth rate for the coming years is waylowerthan the growth the company has delivered over the last decade. A way higher valuation for a company that will be delivering way less growth in the coming years does not seem like an attractive investment proposal to me.Another way to look at Apple's valuation is a comparison between its earnings yield and the US Treasury yield:Data by YChartsWe see that Apple's earnings yield is currently 1.1% higher than the 10-year treasury rate. Historically, the risk premium has been much larger, often around 3%, but even higher at times. We can thus say that, relative to risk-free investments (treasuries), Apple has become more expensive over the last couple of years, as its spread has dwindled. That does not necessarily mean that Treasuries are a better investment. But it seems clear that Apple has been getting way more expensive in recent years, as investors bid up its shares further and further, pushing the yield spread versus risk-free investments lower and lower.What It MeansThe combination of these factors means that Apple could have considerably more downside potential. The company, which will most likely not grow as much in the future as it did in the past, could see its shares fall by another 30%, and it would still not be cheap by historical standards. Instead, Apple would be trading perfectly in line with its 10-year median earnings multiple of 16 in that scenario. Apple's shares are not as overvalued as they were when they traded at $160, $170, or even higher. But even at $141, AAPL is still very clearly on the expensive side by historical standards. With interest rates rising, which is a clear negative for equity valuations, Apple has considerably more downside risk. That will not necessarily materialize, but investors should at least know that buying Apple at $141, and at an earnings multiple well above 20 is far from a value pick. Apple was a great value pick when it traded at earnings multiples of 10-15 years ago. But today, even following a sizeable downturn in recent months, AAPL is still pricey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065516748,"gmtCreate":1652222779884,"gmtModify":1676535053201,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"The numbers are fantastic,&nbsp;but market movers chose to drop&nbsp;<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>&nbsp;on small negative issues not even related (like the collapse of <a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>stock). In this quarter&nbsp;Mr Noto successfully moved SoFi away from relying on student loans for their business and increasing revenue by a massive $38 million! Beating estimates by miles. This is a great company. Proud to hold.&nbsp;","listText":"The numbers are fantastic,&nbsp;but market movers chose to drop&nbsp;<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>&nbsp;on small negative issues not even related (like the collapse of <a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>stock). In this quarter&nbsp;Mr Noto successfully moved SoFi away from relying on student loans for their business and increasing revenue by a massive $38 million! Beating estimates by miles. This is a great company. Proud to hold.&nbsp;","text":"The numbers are fantastic, but market movers chose to drop $SoFi Technologies Inc.(SOFI)$ on small negative issues not even related (like the collapse of $Upstart Holdings, Inc.(UPST)$stock). In this quarter Mr Noto successfully moved SoFi away from relying on student loans for their business and increasing revenue by a massive $38 million! Beating estimates by miles. This is a great company. Proud to hold.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":44,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065516748","repostId":"2234464573","repostType":2,"repost":{"id":"2234464573","pubTimestamp":1652215660,"share":"https://www.laohu8.com/m/news/2234464573?lang=&edition=full","pubTime":"2022-05-11 04:47","market":"us","language":"en","title":"SoFi Technologies GAAP EPS of -$0.14 in-line, revenue of $321.73M beats by $37.74M","url":"https://stock-news.laohu8.com/highlight/detail?id=2234464573","media":"seekingalpha","summary":"SoFi Technologies press release  (NASDAQ:SOFI): Q1  GAAP EPS of -$0.14 in-line.Revenue of $321.73M (","content":"<html><body><ul><li>SoFi Technologies press release  (<span>NASDAQ:SOFI</span>): Q1  GAAP EPS of -$0.14 in-line.</li><li>Revenue of $321.73M (+48.9% Y/Y) <font color=\"green\"> beats by $37.74M</font>.</li><li>Shares <font color=\"red\">-12%</font>.</li><li>New Member Adds of 408,000; Quarter-End Total Members Up 70% Year-over-Year to Nearly 3.9 Million</li><li>New Product Adds of 689,000; Quarter-End Total Products Up 84% Year-over-Year to Nearly 5.9 Million</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoFi Technologies GAAP EPS of -$0.14 in-line, revenue of $321.73M beats by $37.74M</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\">\nSoFi Technologies GAAP EPS of -$0.14 in-line, revenue of $321.73M beats by $37.74M\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-11 04:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3836200-sofi-technologies-gaap-eps-of-0_14-in-line-revenue-of-321_73m-beats-37_74m><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SoFi Technologies press release  (NASDAQ:SOFI): Q1  GAAP EPS of -$0.14 in-line.Revenue of $321.73M (+48.9% Y/Y)  beats by $37.74M.Shares -12%.New Member Adds of 408,000; Quarter-End Total Members Up ...</p>\n\n<a href=\"https://seekingalpha.com/news/3836200-sofi-technologies-gaap-eps-of-0_14-in-line-revenue-of-321_73m-beats-37_74m\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4549":"软银资本持仓","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","SOFI":"SoFi Technologies Inc.","BK4166":"消费信贷"},"source_url":"https://seekingalpha.com/news/3836200-sofi-technologies-gaap-eps-of-0_14-in-line-revenue-of-321_73m-beats-37_74m","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2234464573","content_text":"SoFi Technologies press release  (NASDAQ:SOFI): Q1  GAAP EPS of -$0.14 in-line.Revenue of $321.73M (+48.9% Y/Y)  beats by $37.74M.Shares -12%.New Member Adds of 408,000; Quarter-End Total Members Up 70% Year-over-Year to Nearly 3.9 MillionNew Product Adds of 689,000; Quarter-End Total Products Up 84% Year-over-Year to Nearly 5.9 Million","news_type":1},"isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585470994468822","authorId":"3585470994468822","name":"InvisibleP","avatar":"https://static.itradeup.com/news/13510d2c4ac014319931fb49792d17eb","crmLevel":3,"crmLevelSwitch":0},"content":"What price can enter?","text":"What price can enter?","html":"What price can enter?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085193935,"gmtCreate":1650668709013,"gmtModify":1676534771972,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>at $195&nbsp;if you see anyone selling&nbsp;their NVIDIA stock, they're definitely selling&nbsp;at a loss.&nbsp;&nbsp;It's a&nbsp; 100%&nbsp;cut loss stock.&nbsp;&nbsp;Hold and hope&nbsp;Jensen Huang pulls out a magic rabbit on 25th&nbsp;May ER.&nbsp;&nbsp;Unfortunately,&nbsp;\"hope\" is not a good strategy.&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>at $195&nbsp;if you see anyone selling&nbsp;their NVIDIA stock, they're definitely selling&nbsp;at a loss.&nbsp;&nbsp;It's a&nbsp; 100%&nbsp;cut loss stock.&nbsp;&nbsp;Hold and hope&nbsp;Jensen Huang pulls out a magic rabbit on 25th&nbsp;May ER.&nbsp;&nbsp;Unfortunately,&nbsp;\"hope\" is not a good strategy.&nbsp;&nbsp;","text":"$NVIDIA Corp(NVDA)$at $195 if you see anyone selling their NVIDIA stock, they're definitely selling at a loss. It's a 100% cut loss stock. Hold and hope Jensen Huang pulls out a magic rabbit on 25th May ER. Unfortunately, \"hope\" is not a good strategy.","images":[{"img":"https://community-static.tradeup.com/news/eaaab585ac872c9bfc0501089af684db","width":"1080","height":"3273"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":41,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9085193935","isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581840130059040","authorId":"3581840130059040","name":"tungleh","avatar":"https://static.itradeup.com/news/e7cd8f0c265e9dabe49dea7b97ffe6b9","crmLevel":2,"crmLevelSwitch":1},"content":"Why not hold for long term?","text":"Why not hold for long term?","html":"Why not hold for long term?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9079677578,"gmtCreate":1657199862194,"gmtModify":1676535967741,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Bad news is good news.&nbsp; People losing jobs and consumption destruction is gaining momentum.&nbsp; Therefore cooling inflation.And yet being in the Earnings season, we're all hoping the company we invested in will increase or at least maintain their double digit&nbsp;earnings growth.&nbsp;Do you see our&nbsp;problem here?&nbsp;","listText":"Bad news is good news.&nbsp; People losing jobs and consumption destruction is gaining momentum.&nbsp; Therefore cooling inflation.And yet being in the Earnings season, we're all hoping the company we invested in will increase or at least maintain their double digit&nbsp;earnings growth.&nbsp;Do you see our&nbsp;problem here?&nbsp;","text":"Bad news is good news. People losing jobs and consumption destruction is gaining momentum. Therefore cooling inflation.And yet being in the Earnings season, we're all hoping the company we invested in will increase or at least maintain their double digit earnings growth. Do you see our problem here?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":46,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079677578","repostId":"1104670707","repostType":4,"repost":{"id":"1104670707","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657197040,"share":"https://www.laohu8.com/m/news/1104670707?lang=&edition=full","pubTime":"2022-07-07 20:30","market":"us","language":"en","title":"Initial Jobless Claims Come in Higher Than Expected This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1104670707","media":"Tiger Newspress","summary":"Initial jobless claims unexpectedly edged higher last week in a potential sign the labor market may ","content":"<html><head></head><body><p>Initial jobless claims unexpectedly edged higher last week in a potential sign the labor market may be moderating amid tighter financial conditions. The print comes ahead of the government&#39;s monthly employment report for June due out Friday.</p><p>First-time filings for unemployment insurance in the U.S. totaled 235,000 for the week ended July 2, increasing by 4,000 from the prior week&#39;s reading of 231,000 claims, the Department of Labor said Thursday. Economists surveyed by Bloomberg had expected the latest reading to come in at 230,000.</p><p>This marked the highest weekly total since the week ended January 15, 2022.</p><p>Demand for labor is gradually cooling. A separate report from global outplacement firm Challenger, Gray &amp; Christmas on Thursday showed layoffs announced by U.S.-based employers jumped 57% to 32,517 in June, the highest since February 2021.</p><p>Job cuts increased 39% to 77,515 in the second quarter from the January-March period. But layoffs in the first half of the year were the lowest since 1993.</p><p>&#34;Employers are beginning to respond to financial pressures and slowing demand by cutting costs,&#34; said Andrew Challenger, senior vice president at Challenger, Gray &amp; Christmas. &#34;While the labor market is still tight, that tightness may begin to ease in the next few months.&#34;</p><p>Job cuts surged in the automotive, consumer products, entertainment, financial and real estate industries.</p><p>Stock-index futures remain higher after economic data.</p><p><img src=\"https://static.tigerbbs.com/1861eeaeb7421849b9567a67ce9f4547\" tg-width=\"528\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></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>Initial Jobless Claims Come in Higher Than Expected This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInitial Jobless Claims Come in Higher Than Expected This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-07 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Initial jobless claims unexpectedly edged higher last week in a potential sign the labor market may be moderating amid tighter financial conditions. The print comes ahead of the government&#39;s monthly employment report for June due out Friday.</p><p>First-time filings for unemployment insurance in the U.S. totaled 235,000 for the week ended July 2, increasing by 4,000 from the prior week&#39;s reading of 231,000 claims, the Department of Labor said Thursday. Economists surveyed by Bloomberg had expected the latest reading to come in at 230,000.</p><p>This marked the highest weekly total since the week ended January 15, 2022.</p><p>Demand for labor is gradually cooling. A separate report from global outplacement firm Challenger, Gray &amp; Christmas on Thursday showed layoffs announced by U.S.-based employers jumped 57% to 32,517 in June, the highest since February 2021.</p><p>Job cuts increased 39% to 77,515 in the second quarter from the January-March period. But layoffs in the first half of the year were the lowest since 1993.</p><p>&#34;Employers are beginning to respond to financial pressures and slowing demand by cutting costs,&#34; said Andrew Challenger, senior vice president at Challenger, Gray &amp; Christmas. &#34;While the labor market is still tight, that tightness may begin to ease in the next few months.&#34;</p><p>Job cuts surged in the automotive, consumer products, entertainment, financial and real estate industries.</p><p>Stock-index futures remain higher after economic data.</p><p><img src=\"https://static.tigerbbs.com/1861eeaeb7421849b9567a67ce9f4547\" tg-width=\"528\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104670707","content_text":"Initial jobless claims unexpectedly edged higher last week in a potential sign the labor market may be moderating amid tighter financial conditions. The print comes ahead of the government's monthly employment report for June due out Friday.First-time filings for unemployment insurance in the U.S. totaled 235,000 for the week ended July 2, increasing by 4,000 from the prior week's reading of 231,000 claims, the Department of Labor said Thursday. Economists surveyed by Bloomberg had expected the latest reading to come in at 230,000.This marked the highest weekly total since the week ended January 15, 2022.Demand for labor is gradually cooling. A separate report from global outplacement firm Challenger, Gray & Christmas on Thursday showed layoffs announced by U.S.-based employers jumped 57% to 32,517 in June, the highest since February 2021.Job cuts increased 39% to 77,515 in the second quarter from the January-March period. But layoffs in the first half of the year were the lowest since 1993.\"Employers are beginning to respond to financial pressures and slowing demand by cutting costs,\" said Andrew Challenger, senior vice president at Challenger, Gray & Christmas. \"While the labor market is still tight, that tightness may begin to ease in the next few months.\"Job cuts surged in the automotive, consumer products, entertainment, financial and real estate industries.Stock-index futures remain higher after economic data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":5,"crmLevelSwitch":0},"content":"productivity or magic","text":"productivity or magic","html":"productivity or magic"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930729307,"gmtCreate":1662006745011,"gmtModify":1676536624168,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"U.S. Department of Commerce became tech's black swan event, issuing a ban that come out of no where.&nbsp; NVDA, AMD, Intel and all other AI development related companies received the same China export ban, but Nvidia stock got burnt the most.AI chips can no longer be shipped to China; US&nbsp;reviewing its China-related policies and practices \"keep advanced technologies out of the wrong hands.&nbsp;[Facepalm]&nbsp;","listText":"U.S. Department of Commerce became tech's black swan event, issuing a ban that come out of no where.&nbsp; NVDA, AMD, Intel and all other AI development related companies received the same China export ban, but Nvidia stock got burnt the most.AI chips can no longer be shipped to China; US&nbsp;reviewing its China-related policies and practices \"keep advanced technologies out of the wrong hands.&nbsp;[Facepalm]&nbsp;","text":"U.S. Department of Commerce became tech's black swan event, issuing a ban that come out of no where. NVDA, AMD, Intel and all other AI development related companies received the same China export ban, but Nvidia stock got burnt the most.AI chips can no longer be shipped to China; US reviewing its China-related policies and practices \"keep advanced technologies out of the wrong hands. [Facepalm]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":38,"commentSize":39,"repostSize":0,"link":"https://ttm.financial/post/9930729307","repostId":"2264741256","repostType":2,"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071859163,"gmtCreate":1657510732052,"gmtModify":1676536017724,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Why would this be evil? You'd expect nothing less from a genius.&nbsp; He protected Tesla investors (yes, you) from speculative price drop&nbsp;when he sold $8.5 billion worth of stock.&nbsp;He'll reinvest the money on sending people to Mars so we don't go extinct like the dinosaurs.He'll pay the same idiot lawyers that represented Ms Amber so the even bigger idiot executives at Twitter won't get a cent.Genius.","listText":"Why would this be evil? You'd expect nothing less from a genius.&nbsp; He protected Tesla investors (yes, you) from speculative price drop&nbsp;when he sold $8.5 billion worth of stock.&nbsp;He'll reinvest the money on sending people to Mars so we don't go extinct like the dinosaurs.He'll pay the same idiot lawyers that represented Ms Amber so the even bigger idiot executives at Twitter won't get a cent.Genius.","text":"Why would this be evil? You'd expect nothing less from a genius. He protected Tesla investors (yes, you) from speculative price drop when he sold $8.5 billion worth of stock. He'll reinvest the money on sending people to Mars so we don't go extinct like the dinosaurs.He'll pay the same idiot lawyers that represented Ms Amber so the even bigger idiot executives at Twitter won't get a cent.Genius.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":44,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071859163","repostId":"2250644563","repostType":4,"repost":{"id":"2250644563","pubTimestamp":1657506516,"share":"https://www.laohu8.com/m/news/2250644563?lang=&edition=full","pubTime":"2022-07-11 10:28","market":"us","language":"en","title":"How Elon’s Bizarre Twitter Takeover Saga Could Have Just Been a Cover for Him to Sell $8.5 Billion in Tesla Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2250644563","media":"Fortune","summary":"Elon Musk on Friday announced he was backing out of his $44 billion Twitter acquisition bid, blaming","content":"<html><head></head><body><p>Elon Musk on Friday announced he was backing out of his $44 billion Twitter acquisition bid, blaming the social media platform&#39;s alleged lack of transparency regarding bots on the site.</p><p>As both sides prepare for a lengthys court battle, some Twitter influencers are floating an alternate theory for the change of heart: The bots were never the problem, merely a vehicle through which to covertly sell Tesla options that were about to expire.</p><p>&#34;Entire thing was a clever ruse to SELL + LIQUIDATE $8.5 BILLION of TESLA STOCK (w/plausible excuse for doing it),&#34; Josh Wolfe, co-founder of Lux Capital, tweeted Friday after the announcement. The tweet included math that suggested Musk would walk away with more than $7 billion in liquidated stock—even after paying the $1 billion breakup fee.</p><p>&#34;Honestly think he can &#39;land rockets&#39; but can&#39;t fix &#39;bots&#39;?&#34; Wolfe asked rhetorically.</p><p><img src=\"https://static.tigerbbs.com/126f0df6d16657d5c48c5197747373f2\" tg-width=\"568\" tg-height=\"749\" width=\"100%\" height=\"auto\"/></p><p>Henry Blodget, founder and CEO of Insider, retweeted Wolfe, adding that Musk&#39;s 10-year Tesla options were about to expire, &#34;so he had to sell them.&#34;</p><p>&#34;The Twitter bid did allow him to do that without his facing questions about why he was selling. And he sold at an excellent price!&#34; Blodget said via tweet.</p><p><img src=\"https://static.tigerbbs.com/2a48533a0335c10edd769b47ff76b2de\" tg-width=\"605\" tg-height=\"700\" width=\"100%\" height=\"auto\"/></p><p>In a letter addressed to Twitter&#39;s top lawyer, Vijaya Gadde, Musk&#39;s legal team accused Twitter of making &#34;false and misleading representations upon which Mr. Musk relief when entering into the Merger Agreement.&#34;</p><p>Musk had put the acquisition deal &#34;temporarily on hold&#34; in May so his team could investigate the number of spam or bot accounts on the social media platform. Twitter estimated that bots accounted for 5% or less of users and provided Musk with internal metrics. But Musk insisted his team hadn&#39;t been provided with enough information to independently analyze the data.</p><p>In a Friday tweet Twitter chairman Bret Taylor said the company is &#34;committed to closing the transaction on the price and terms agreed upon with Mr. Musk and plans to pursue legal action to enforce the merger agreement.&#34;</p><p><img src=\"https://static.tigerbbs.com/68073fb1b7b9721f7c51e54f1f7f4813\" tg-width=\"757\" tg-height=\"488\" width=\"100%\" height=\"auto\"/></p><p>&#34;We are confident we will prevail in the Delaware Court of Chancery,&#34; Taylor wrote.</p></body></html>","source":"lsy1618285953446","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Elon’s Bizarre Twitter Takeover Saga Could Have Just Been a Cover for Him to Sell $8.5 Billion in Tesla 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\">\nHow Elon’s Bizarre Twitter Takeover Saga Could Have Just Been a Cover for Him to Sell $8.5 Billion in Tesla Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://fortune.com/2022/07/09/how-elon-musk-bizarre-twitter-takeover-saga-could-have-just-been-a-cover-for-him-to-sell-8-billion-in-tesla-stock/><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk on Friday announced he was backing out of his $44 billion Twitter acquisition bid, blaming the social media platform's alleged lack of transparency regarding bots on the site.As both sides ...</p>\n\n<a href=\"https://fortune.com/2022/07/09/how-elon-musk-bizarre-twitter-takeover-saga-could-have-just-been-a-cover-for-him-to-sell-8-billion-in-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://fortune.com/2022/07/09/how-elon-musk-bizarre-twitter-takeover-saga-could-have-just-been-a-cover-for-him-to-sell-8-billion-in-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250644563","content_text":"Elon Musk on Friday announced he was backing out of his $44 billion Twitter acquisition bid, blaming the social media platform's alleged lack of transparency regarding bots on the site.As both sides prepare for a lengthys court battle, some Twitter influencers are floating an alternate theory for the change of heart: The bots were never the problem, merely a vehicle through which to covertly sell Tesla options that were about to expire.\"Entire thing was a clever ruse to SELL + LIQUIDATE $8.5 BILLION of TESLA STOCK (w/plausible excuse for doing it),\" Josh Wolfe, co-founder of Lux Capital, tweeted Friday after the announcement. The tweet included math that suggested Musk would walk away with more than $7 billion in liquidated stock—even after paying the $1 billion breakup fee.\"Honestly think he can 'land rockets' but can't fix 'bots'?\" Wolfe asked rhetorically.Henry Blodget, founder and CEO of Insider, retweeted Wolfe, adding that Musk's 10-year Tesla options were about to expire, \"so he had to sell them.\"\"The Twitter bid did allow him to do that without his facing questions about why he was selling. And he sold at an excellent price!\" Blodget said via tweet.In a letter addressed to Twitter's top lawyer, Vijaya Gadde, Musk's legal team accused Twitter of making \"false and misleading representations upon which Mr. Musk relief when entering into the Merger Agreement.\"Musk had put the acquisition deal \"temporarily on hold\" in May so his team could investigate the number of spam or bot accounts on the social media platform. Twitter estimated that bots accounted for 5% or less of users and provided Musk with internal metrics. But Musk insisted his team hadn't been provided with enough information to independently analyze the data.In a Friday tweet Twitter chairman Bret Taylor said the company is \"committed to closing the transaction on the price and terms agreed upon with Mr. Musk and plans to pursue legal action to enforce the merger agreement.\"\"We are confident we will prevail in the Delaware Court of Chancery,\" Taylor wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070799709,"gmtCreate":1657102219601,"gmtModify":1676535949591,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"To be fair, Tesla's Giga factories are brand spanking new. Means their personnel are also new and inexperienced, especially&nbsp;Berlin.This&nbsp;50,000 unit miss is a disappointment for sure, but you gotta give them a break.&nbsp; With time&nbsp;they will improve. Maybe ship some&nbsp; strong Mexican workers to Berlin? (joke, pls don't hang&nbsp;me).Anyway, expect stock price to go down. But hang in there, Ford and GM were not built in a day, why do we expect Tesla to be any different? Its tough to make great cars.","listText":"To be fair, Tesla's Giga factories are brand spanking new. Means their personnel are also new and inexperienced, especially&nbsp;Berlin.This&nbsp;50,000 unit miss is a disappointment for sure, but you gotta give them a break.&nbsp; With time&nbsp;they will improve. Maybe ship some&nbsp; strong Mexican workers to Berlin? (joke, pls don't hang&nbsp;me).Anyway, expect stock price to go down. But hang in there, Ford and GM were not built in a day, why do we expect Tesla to be any different? Its tough to make great cars.","text":"To be fair, Tesla's Giga factories are brand spanking new. Means their personnel are also new and inexperienced, especially Berlin.This 50,000 unit miss is a disappointment for sure, but you gotta give them a break. With time they will improve. Maybe ship some strong Mexican workers to Berlin? (joke, pls don't hang me).Anyway, expect stock price to go down. But hang in there, Ford and GM were not built in a day, why do we expect Tesla to be any different? Its tough to make great cars.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":52,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070799709","repostId":"1105317880","repostType":4,"repost":{"id":"1105317880","pubTimestamp":1657096827,"share":"https://www.laohu8.com/m/news/1105317880?lang=&edition=full","pubTime":"2022-07-06 16:40","market":"us","language":"en","title":"Tesla: No Excuses For Q2 Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=1105317880","media":"Seeking Alpha","summary":"SummaryTesla falls short of estimates for Q2 deliveries.Revenue estimates likely need to come down.P","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla falls short of estimates for Q2 deliveries.</li><li>Revenue estimates likely need to come down.</li><li>Pressure increases for the second half of the year.</li></ul><p>Covid lockdowns in China during a good portion of Q2 2022 impacted many industries. Electric vehicle maker Tesla (NASDAQ:TSLA) saw its Shanghai factory shut down for a good portion of the quarter, providing a significant headwind for production and delivery growth. Investors and analysts have spent several weeks cutting expectations as a result, but Tesla still missed, and there shouldn&#39;t be any excuses this time around.</p><p>Earlier this year, the expectation was that Tesla would continue to see an increase in production and deliveries each quarter throughout the year. Hopes were that the company could do well over 300,000 deliveries in Q2, but those dreams were slashed when Shanghai needed to close. As a result, analysts have been cutting estimates for basically two months now. The following graphic details what Tesla Investor Relations sent out towards the end of June, showing all estimates and a lower group of estimates that supposedly reflected the Covid shutdown.</p><p><img src=\"https://static.tigerbbs.com/83273e90e724091410c58f822043653d\" tg-width=\"640\" tg-height=\"404\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Tesla Q2 Estimates (Tesla IR)</p><p>On Saturday, the company issued its usual quarterly press release detailing production and deliveries for the second quarter. Tesla came in a little under 254,700 deliveries, which is a complete miss. The company beat by about 300 units on the S/X side, which means things were a bit disappointing on the 3/Y side, especially given the ramps in the new Berlin and Austin factories.</p><p>What troubles me the most here is that Tesla bulls were out in full force talking about these results in such a positive way. Gary Black, who runs the Future Fund Active ETF (FFND) that has Tesla as its largest holding, called the number &#34;in line&#34; with expectations as seen below. Ross Gerber, who has Tesla as his top holding in the Gerber Kawasaki ETF (GK), called the numbers excellent. Of course, both of these ETFs have significantly underperformed the market since their respective 2021 launches, so investors may not find much credibility in these Tesla supporters here, to begin with.</p><p><img src=\"https://static.tigerbbs.com/417f161582d5f5c697c53f619cd784a3\" tg-width=\"610\" tg-height=\"248\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Tesla Bull Commentary (Twitter)</p><p>In my opinion, you can&#39;t blame the poor results on the shutdowns or call these numbers in line. We&#39;ve known about these issues for months, so nobody can be shocked by them. Tesla Investor Relations sent out two sets of estimates, one of which they had selected to form a lower than usual consensus, and the company still missed by more than 2,000 units. If Apple (AAPL) told analysts to model $100 billion in revenues and then reported $99.2 billion, everyone would report it as a miss and say it was a bad result. I also can&#39;t put too much into the record June production comments because the company is ramping Fremont and opened two new factories earlier this year. It&#39;d be a much more important news story if Tesla did not have record production.</p><p>With deliveries down more than 55,000 units from Q1 of this year, it&#39;s obvious that total revenues are not going to top that period&#39;s $18.76 billion figure. Tesla&#39;s average selling prices will benefit from rising prices, a higher mix of S/X sales in the quarter and a lower overall percentage of leased vehicles in the total. On the flip side, a stronger dollar during Q2 will provide a headwind to the company&#39;s topline. For those that include credit sales in their number, that number is expected to come down quite a bit sequentially given the large one-time benefit reported in Q1.</p><p>Going into Saturday&#39;s release, the average analyst estimate called for $17.34 billion in Q2 revenues. I believe that number needs to come down by at least half a billion or so to be more realistic. That analyst average included at least one estimate over $20 billion, and we know there are some older estimates included in the total. I&#39;ll do my full income statement model when we get closer to earnings on July 20th and get a better idea of vehicle sales in various geographies, but for now, I think the low to mid $16 billion area seems reasonable.</p><p>As for Tesla shares, they&#39;ve come down quite a bit this year along with the overall market. The reduction in yearly expectations plus Fed rate hikes has hit this high growth story. Outside of earnings, the upcoming stock split may be seen as a positive catalyst, but this isn&#39;t the same situation as we saw the last time this stock split. As the chart below shows, the stock is under its 50-day moving average (purple line) currently, and this key technical level could provide short-term resistance if the stock cannot break above it.</p><p><img src=\"https://static.tigerbbs.com/56590b561a98aa0cb12dd27fdb9d5962\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Tesla Last 6 Months (Yahoo! Finance)</p><p>Later this month, the focus should start to move towards Q3 expectations. Now that Tesla has four factories in operation, the company is going to need to prove it can ramp production and deliveries in a significant way. We are going to see a lot of estimates in the 375,000 area or even higher for the current quarter. It will be interesting to see if Tesla needs to reduce prices or introduce lower priced model variants to get that kind of sales unit volume.</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>Tesla: No Excuses For Q2 Miss</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\">\nTesla: No Excuses For Q2 Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-06 16:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4521829-tesla-tsla-no-excuses-for-q2-miss?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla falls short of estimates for Q2 deliveries.Revenue estimates likely need to come down.Pressure increases for the second half of the year.Covid lockdowns in China during a good portion of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4521829-tesla-tsla-no-excuses-for-q2-miss?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4521829-tesla-tsla-no-excuses-for-q2-miss?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105317880","content_text":"SummaryTesla falls short of estimates for Q2 deliveries.Revenue estimates likely need to come down.Pressure increases for the second half of the year.Covid lockdowns in China during a good portion of Q2 2022 impacted many industries. Electric vehicle maker Tesla (NASDAQ:TSLA) saw its Shanghai factory shut down for a good portion of the quarter, providing a significant headwind for production and delivery growth. Investors and analysts have spent several weeks cutting expectations as a result, but Tesla still missed, and there shouldn't be any excuses this time around.Earlier this year, the expectation was that Tesla would continue to see an increase in production and deliveries each quarter throughout the year. Hopes were that the company could do well over 300,000 deliveries in Q2, but those dreams were slashed when Shanghai needed to close. As a result, analysts have been cutting estimates for basically two months now. The following graphic details what Tesla Investor Relations sent out towards the end of June, showing all estimates and a lower group of estimates that supposedly reflected the Covid shutdown.Tesla Q2 Estimates (Tesla IR)On Saturday, the company issued its usual quarterly press release detailing production and deliveries for the second quarter. Tesla came in a little under 254,700 deliveries, which is a complete miss. The company beat by about 300 units on the S/X side, which means things were a bit disappointing on the 3/Y side, especially given the ramps in the new Berlin and Austin factories.What troubles me the most here is that Tesla bulls were out in full force talking about these results in such a positive way. Gary Black, who runs the Future Fund Active ETF (FFND) that has Tesla as its largest holding, called the number \"in line\" with expectations as seen below. Ross Gerber, who has Tesla as his top holding in the Gerber Kawasaki ETF (GK), called the numbers excellent. Of course, both of these ETFs have significantly underperformed the market since their respective 2021 launches, so investors may not find much credibility in these Tesla supporters here, to begin with.Tesla Bull Commentary (Twitter)In my opinion, you can't blame the poor results on the shutdowns or call these numbers in line. We've known about these issues for months, so nobody can be shocked by them. Tesla Investor Relations sent out two sets of estimates, one of which they had selected to form a lower than usual consensus, and the company still missed by more than 2,000 units. If Apple (AAPL) told analysts to model $100 billion in revenues and then reported $99.2 billion, everyone would report it as a miss and say it was a bad result. I also can't put too much into the record June production comments because the company is ramping Fremont and opened two new factories earlier this year. It'd be a much more important news story if Tesla did not have record production.With deliveries down more than 55,000 units from Q1 of this year, it's obvious that total revenues are not going to top that period's $18.76 billion figure. Tesla's average selling prices will benefit from rising prices, a higher mix of S/X sales in the quarter and a lower overall percentage of leased vehicles in the total. On the flip side, a stronger dollar during Q2 will provide a headwind to the company's topline. For those that include credit sales in their number, that number is expected to come down quite a bit sequentially given the large one-time benefit reported in Q1.Going into Saturday's release, the average analyst estimate called for $17.34 billion in Q2 revenues. I believe that number needs to come down by at least half a billion or so to be more realistic. That analyst average included at least one estimate over $20 billion, and we know there are some older estimates included in the total. I'll do my full income statement model when we get closer to earnings on July 20th and get a better idea of vehicle sales in various geographies, but for now, I think the low to mid $16 billion area seems reasonable.As for Tesla shares, they've come down quite a bit this year along with the overall market. The reduction in yearly expectations plus Fed rate hikes has hit this high growth story. Outside of earnings, the upcoming stock split may be seen as a positive catalyst, but this isn't the same situation as we saw the last time this stock split. As the chart below shows, the stock is under its 50-day moving average (purple line) currently, and this key technical level could provide short-term resistance if the stock cannot break above it.Tesla Last 6 Months (Yahoo! Finance)Later this month, the focus should start to move towards Q3 expectations. Now that Tesla has four factories in operation, the company is going to need to prove it can ramp production and deliveries in a significant way. We are going to see a lot of estimates in the 375,000 area or even higher for the current quarter. It will be interesting to see if Tesla needs to reduce prices or introduce lower priced model variants to get that kind of sales unit volume.","news_type":1},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734227956830","authorId":"3581734227956830","name":"SirBahamut","avatar":"https://community-static.tradeup.com/news/bfb00d5085e2ed1685d99f51539c6bb1","crmLevel":4,"crmLevelSwitch":0},"content":"No la cannot give excuse like that. Share price dont care u new or old one","text":"No la cannot give excuse like that. Share price dont care u new or old one","html":"No la cannot give excuse like that. Share price dont care u new or old one"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902842358,"gmtCreate":1659675777177,"gmtModify":1705067485824,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"We have until September to enjoy this uptrend. Then the Feds will start rising rates again.&nbsp;The most powerful damper to market uptrend will be the Quantitative Tightening which will start in earnest in September.&nbsp;Not only Feds take your money via interest rate hike but also siphon $90 plus billion&nbsp;cold hard cash out of market circulation (every month from September onwards).","listText":"We have until September to enjoy this uptrend. Then the Feds will start rising rates again.&nbsp;The most powerful damper to market uptrend will be the Quantitative Tightening which will start in earnest in September.&nbsp;Not only Feds take your money via interest rate hike but also siphon $90 plus billion&nbsp;cold hard cash out of market circulation (every month from September onwards).","text":"We have until September to enjoy this uptrend. Then the Feds will start rising rates again. The most powerful damper to market uptrend will be the Quantitative Tightening which will start in earnest in September. Not only Feds take your money via interest rate hike but also siphon $90 plus billion cold hard cash out of market circulation (every month from September onwards).","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":39,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902842358","repostId":"1139151693","repostType":4,"repost":{"id":"1139151693","pubTimestamp":1659664618,"share":"https://www.laohu8.com/m/news/1139151693?lang=&edition=full","pubTime":"2022-08-05 09:56","market":"us","language":"en","title":"The SPY's Risk-Premium Spells Danger","url":"https://stock-news.laohu8.com/highlight/detail?id=1139151693","media":"Seeking Alpha","summary":"SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield cur","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500&#39;s risk-premium spells danger.</li><li>The market&#39;s enthusiasm about the receding yield curve is dangerous.</li><li>Macroeconomic factors aren&#39;t conducive to another expansionary monetary policy cycle.</li><li>Don&#39;t confuse lagging economic indicators with future influencing factors.</li><li>Although valuations and technical levels are appealing, we think they form a trap.</li></ul><p>In our previous article, we formulated a bearish case on the SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) due to various valuation and macroeconomic concerns. After a sharp price increase during the recent month, we felt it necessary to review our stance. We remain bearish on the S&amp;P 500 index and the SPY collectively as we believe the recent surge is overdone and somewhat premature.</p><p>For the purpose of this article, we&#39;ll once again assume the SPY and S&amp;P 500 collectively due to the proximities we have outlined before, which is yet again conveyed by the chart below (via the tracking error).</p><p><img src=\"https://static.tigerbbs.com/0c02a2058184bddff18a8f86784b525a\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>SPY Risk Premium Analysis</b></p><p>The data I extracted for our quantitative analysis ranges from our previous article (previous yield curve), Gurufocus (current yield curve), YChart (dividend yield), and FactSet (expected earnings).</p><p>I combined the data to formulate a risk premium explaining the S&amp;P 500&#39;s expected return. The whole &#39;recipe&#39; can be found via this link if you&#39;re interested in dissecting the formula.</p><p>Remember that the risk premium is the return investors demand for the risk they&#39;re willing to take. Here&#39;s what I discovered by observing the latest quarterly shift in the S&amp;P 500&#39;s risk-premium.</p><ol><li>Broad-based expected earnings have tapered down amid a consecutive quarterly economic contraction, which is by definition a recession.</li><li>Due to another price drawdown in the first quarter, dividend yields have risen. Dividends are mostly lagged indicators of company performance, which is something to keep in mind.</li><li>Amid the economy&#39;s contraction, investors anticipate interest rate hikes to settle lower than they did previously. As such, the market has priced a lower future interest rate environment.</li><li>Collectively, the forward-looking risk premium is lower, but equity investors seem to focus more on the interest rate effect and the bond market than anything else.</li></ol><p><img src=\"https://static.tigerbbs.com/043cebc8af2ab170153f6ff1180f5ae8\" tg-width=\"623\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha, FactSet, YCharts, Gurufocus</p><table><tbody><tr></tr></tbody></table><p>Before I delve into what the quantitative metrics tell us, I&#39;d like to mention the outperformance of high-beta stocks during the past month, which tend to be more sensitive to monetary policy than lower-beta stocks.</p><p><img src=\"https://static.tigerbbs.com/c8901cf5b842a2fefc00859aa8259bde\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>SPLVdata byYCharts</p><p>Okay, so let&#39;s get into a more comprehensive analysis of the quantitative metrics.</p><p>It seems as though investors are pricing a divergence between the long-term bond yields and a systemic support factor of company earnings. Even though we saw various high-profile earnings misses in recent weeks, many companies are still reporting earnings growth well above their 2019 trajectories.</p><p>These earnings reports are coincidental variables and often fall off a cliff as a recession falls into deeper territory. However, we&#39;ve all become accustomed to the federal reserve prioritising short-term economic growth instead of curbing inflation. As such, during the past month investors have priced an earnings re-ignition as they anticipate premature expansionary monetary policy. Adding substance to this argument is that non-core inflation has finally started to recede, which is normal; non-core inflation tends to revert to mean rapidly due to its elasticity.</p><p>Although the market&#39;s priced the mentioned aspects, we still think earnings growth will stagnate due to themarginal utility effect, which could cause weaker household balance sheets. This is normal for the economy, which is a cyclical domain and not a linear or exponentially growing vehicle.</p><p>Furthermore, dividend yields might recede with recent stock price surges, and many companies might preserve their net income in the coming quarters to add a margin of safety. Lastly, the yield curve is still very unpredictable, as explained by the VIX below; what does this mean? There&#39;s uncertainty in future interest rates policy.</p><p><img src=\"https://static.tigerbbs.com/55fdfc3c3774fc562d18eeafb426c9b2\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/>VIXdata byYChartsQualitative Overlay</p><p>This section might be a tad subjective, but it&#39;s just my take on the recent bounce and related factors such as the broader economy and 2020&#39;s bear market.</p><p>Firstly, I&#39;ve seen many investors compare this bear market to 2020. However, there&#39;s no relation. In 2020, we were in a low-inflation environment, which allowed for abrupt expansionary economic policy, subsequently providing support to the stock market. Also, unemployment rates dropped significantly, causing many to invest in the financial markets for a secondary or primary means of income.</p><p>As of now, expansionary policy can&#39;t be as illustrious (as in 2020) because the central authorities still need to contend with high inflation and a tight labor market. Therefore, the proximities between this bear market and 2020&#39;s bear market are slightly invalid.</p><p><img src=\"https://static.tigerbbs.com/79aa8c9ea779e11114a0458e2e40036f\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>US Unemployment Ratedata byYCharts</p><p>Now moving on to what I consider the most important part, the broader economy. An argument about whether the recent contraction is a severe economic problem or not is subjective. However, I prefer calling it a recession as I believe in maintaining threshold definitions to preserve baselines for ex-ante analysis.</p><p>The reason I remain worried about the recent contraction is threefold. Firstly, the U.S. is still early in the rate-hike cycle and has not fully curbed inflation. Yet, economic contraction has already occurred, leaving policymakers at a crossroads.</p><p>Furthermore, there&#39;s been an increase in oil supply but nothing to suggest that authorities are taking our global energy shortage seriously. For as long as oil and gas remain at elevated prices, we&#39;ll see pressure being put on corporate and household balance sheets.</p><p><img src=\"https://static.tigerbbs.com/d3879ebca11df5ab08c1a77c3efa21d8\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>US Household Financial Obligationsdata by YCharts</p><p>Lastly, there seems to be a&#34;wealth effect&#34;settling into the United States, which is an economic term used for developed nations that experience decreasing labor productivity. I&#39;ve repeatedly heard about how tight the labor market is, which is more worrying than most believe; it could diminish long-term growth.</p><p>I conclude this section with the following. Remember that the long-term growth of the stock marketis in line with GDP growth as it&#39;s assumed that the market&#39;s P/E ratio will revert to mean and that the earnings yield will coalesce with GDP growth. So, ask yourself, will U.S. GDP proliferate over the next ten years? I won&#39;t be too sure.</p><p><b>A Few Positives</b></p><p>Although I&#39;ve already mentioned a few positives, it&#39;s necessary to add more to juxtapose a bearish case. From an ex-post valuation perspective, the S&amp;P 500&#39;s P/E is back at an investable level, and its earnings yield is well above pre-pandemic levels. Thus, if you&#39;re a value investor, you&#39;d probably be very bullish right now.</p><p><img src=\"https://static.tigerbbs.com/d7de72c0d17cb72df13b25f9d48dae60\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>S&amp;P 500 P/E Ratiodata by YCharts</p><p>Furthermore, from a technical analysis vantage point, this could be a prolonged market upturn. The SPY presents another support level at the $416 handle, which only catches resistance at the $460 mark. So, if you&#39;re a believer in looking at past prices to predict future prices, you&#39;ll also be smiling.</p><p><img src=\"https://static.tigerbbs.com/5629362eabd59d0c194688b9e3d049f1\" tg-width=\"640\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Concluding Thoughts</b></p><p>Collectively, we don&#39;t like the S&amp;P 500&#39;s risk premium and believe that the recent market upturn is largely down to a belief that expansionary monetary policy will prevail. However, with the macroeconomic environment still in doubt, we think the earnings yield on S&amp;P 500 stocks and their dividend yields could fade soon.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The SPY's Risk-Premium Spells Danger</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe SPY's Risk-Premium Spells Danger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-05 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4529599-spy-risk-premium-assessed><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield curve is dangerous.Macroeconomic factors aren't conducive to another expansionary monetary policy cycle...</p>\n\n<a href=\"https://seekingalpha.com/article/4529599-spy-risk-premium-assessed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4529599-spy-risk-premium-assessed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139151693","content_text":"SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield curve is dangerous.Macroeconomic factors aren't conducive to another expansionary monetary policy cycle.Don't confuse lagging economic indicators with future influencing factors.Although valuations and technical levels are appealing, we think they form a trap.In our previous article, we formulated a bearish case on the SPDR S&P 500 Trust ETF (NYSEARCA:SPY) due to various valuation and macroeconomic concerns. After a sharp price increase during the recent month, we felt it necessary to review our stance. We remain bearish on the S&P 500 index and the SPY collectively as we believe the recent surge is overdone and somewhat premature.For the purpose of this article, we'll once again assume the SPY and S&P 500 collectively due to the proximities we have outlined before, which is yet again conveyed by the chart below (via the tracking error).Seeking AlphaSPY Risk Premium AnalysisThe data I extracted for our quantitative analysis ranges from our previous article (previous yield curve), Gurufocus (current yield curve), YChart (dividend yield), and FactSet (expected earnings).I combined the data to formulate a risk premium explaining the S&P 500's expected return. The whole 'recipe' can be found via this link if you're interested in dissecting the formula.Remember that the risk premium is the return investors demand for the risk they're willing to take. Here's what I discovered by observing the latest quarterly shift in the S&P 500's risk-premium.Broad-based expected earnings have tapered down amid a consecutive quarterly economic contraction, which is by definition a recession.Due to another price drawdown in the first quarter, dividend yields have risen. Dividends are mostly lagged indicators of company performance, which is something to keep in mind.Amid the economy's contraction, investors anticipate interest rate hikes to settle lower than they did previously. As such, the market has priced a lower future interest rate environment.Collectively, the forward-looking risk premium is lower, but equity investors seem to focus more on the interest rate effect and the bond market than anything else.Source: Seeking Alpha, FactSet, YCharts, GurufocusBefore I delve into what the quantitative metrics tell us, I'd like to mention the outperformance of high-beta stocks during the past month, which tend to be more sensitive to monetary policy than lower-beta stocks.SPLVdata byYChartsOkay, so let's get into a more comprehensive analysis of the quantitative metrics.It seems as though investors are pricing a divergence between the long-term bond yields and a systemic support factor of company earnings. Even though we saw various high-profile earnings misses in recent weeks, many companies are still reporting earnings growth well above their 2019 trajectories.These earnings reports are coincidental variables and often fall off a cliff as a recession falls into deeper territory. However, we've all become accustomed to the federal reserve prioritising short-term economic growth instead of curbing inflation. As such, during the past month investors have priced an earnings re-ignition as they anticipate premature expansionary monetary policy. Adding substance to this argument is that non-core inflation has finally started to recede, which is normal; non-core inflation tends to revert to mean rapidly due to its elasticity.Although the market's priced the mentioned aspects, we still think earnings growth will stagnate due to themarginal utility effect, which could cause weaker household balance sheets. This is normal for the economy, which is a cyclical domain and not a linear or exponentially growing vehicle.Furthermore, dividend yields might recede with recent stock price surges, and many companies might preserve their net income in the coming quarters to add a margin of safety. Lastly, the yield curve is still very unpredictable, as explained by the VIX below; what does this mean? There's uncertainty in future interest rates policy.VIXdata byYChartsQualitative OverlayThis section might be a tad subjective, but it's just my take on the recent bounce and related factors such as the broader economy and 2020's bear market.Firstly, I've seen many investors compare this bear market to 2020. However, there's no relation. In 2020, we were in a low-inflation environment, which allowed for abrupt expansionary economic policy, subsequently providing support to the stock market. Also, unemployment rates dropped significantly, causing many to invest in the financial markets for a secondary or primary means of income.As of now, expansionary policy can't be as illustrious (as in 2020) because the central authorities still need to contend with high inflation and a tight labor market. Therefore, the proximities between this bear market and 2020's bear market are slightly invalid.US Unemployment Ratedata byYChartsNow moving on to what I consider the most important part, the broader economy. An argument about whether the recent contraction is a severe economic problem or not is subjective. However, I prefer calling it a recession as I believe in maintaining threshold definitions to preserve baselines for ex-ante analysis.The reason I remain worried about the recent contraction is threefold. Firstly, the U.S. is still early in the rate-hike cycle and has not fully curbed inflation. Yet, economic contraction has already occurred, leaving policymakers at a crossroads.Furthermore, there's been an increase in oil supply but nothing to suggest that authorities are taking our global energy shortage seriously. For as long as oil and gas remain at elevated prices, we'll see pressure being put on corporate and household balance sheets.US Household Financial Obligationsdata by YChartsLastly, there seems to be a\"wealth effect\"settling into the United States, which is an economic term used for developed nations that experience decreasing labor productivity. I've repeatedly heard about how tight the labor market is, which is more worrying than most believe; it could diminish long-term growth.I conclude this section with the following. Remember that the long-term growth of the stock marketis in line with GDP growth as it's assumed that the market's P/E ratio will revert to mean and that the earnings yield will coalesce with GDP growth. So, ask yourself, will U.S. GDP proliferate over the next ten years? I won't be too sure.A Few PositivesAlthough I've already mentioned a few positives, it's necessary to add more to juxtapose a bearish case. From an ex-post valuation perspective, the S&P 500's P/E is back at an investable level, and its earnings yield is well above pre-pandemic levels. Thus, if you're a value investor, you'd probably be very bullish right now.S&P 500 P/E Ratiodata by YChartsFurthermore, from a technical analysis vantage point, this could be a prolonged market upturn. The SPY presents another support level at the $416 handle, which only catches resistance at the $460 mark. So, if you're a believer in looking at past prices to predict future prices, you'll also be smiling.Seeking AlphaConcluding ThoughtsCollectively, we don't like the S&P 500's risk premium and believe that the recent market upturn is largely down to a belief that expansionary monetary policy will prevail. However, with the macroeconomic environment still in doubt, we think the earnings yield on S&P 500 stocks and their dividend yields could fade soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104787151185040","authorId":"4104787151185040","name":"surfer guy","avatar":"https://static.itradeup.com/news/eea43cb801a5d1c6b14b71021b904caa","crmLevel":2,"crmLevelSwitch":0},"content":"Until Fed spoil party","text":"Until Fed spoil party","html":"Until Fed spoil party"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076401512,"gmtCreate":1657883293836,"gmtModify":1676536076787,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"The preliminary Michigan Uni Consumer Sentiment Index for first half of&nbsp;July &nbsp;will be released today,&nbsp;Friday, July 15 ,&nbsp;10am ET.&nbsp;&nbsp;Feds take this survey seriously as it reflect on their credibility.&nbsp; June survey result show consumers expect year ahead inflation of&nbsp;5.3%&nbsp;short term, and 3.1% long term.&nbsp; Hope the numbers don't go worse.","listText":"The preliminary Michigan Uni Consumer Sentiment Index for first half of&nbsp;July &nbsp;will be released today,&nbsp;Friday, July 15 ,&nbsp;10am ET.&nbsp;&nbsp;Feds take this survey seriously as it reflect on their credibility.&nbsp; June survey result show consumers expect year ahead inflation of&nbsp;5.3%&nbsp;short term, and 3.1% long term.&nbsp; Hope the numbers don't go worse.","text":"The preliminary Michigan Uni Consumer Sentiment Index for first half of July will be released today, Friday, July 15 , 10am ET. Feds take this survey seriously as it reflect on their credibility. June survey result show consumers expect year ahead inflation of 5.3% short term, and 3.1% long term. Hope the numbers don't go worse.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":33,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076401512","repostId":"1139898155","repostType":4,"repost":{"id":"1139898155","pubTimestamp":1657881770,"share":"https://www.laohu8.com/m/news/1139898155?lang=&edition=full","pubTime":"2022-07-15 18:42","market":"us","language":"en","title":"U.S. Stock Futures Edge Up Ahead of Retail Sales, Bank Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1139898155","media":"The Wall Street Journal","summary":"U.S. stock futures inched higher ahead of retail spending data and a fresh batch of bank earnings, b","content":"<html><head></head><body><p>U.S. stock futures inched higher ahead of retail spending data and a fresh batch of bank earnings, both of which will be watched for insights into the state of the economy.</p><p>Futures for the S&amp;P 500 added 0.2% Friday, with the broad market index poised to end lower for the week. Contracts for the tech-focused Nasdaq-100 rose 0.2%, and futures for the Dow Jones Industrial Average rose 0.3%.</p><p>VIX fell 0.08% and VIXmain fell 0.26% separately.</p><p>The price of gold slightly fell 0.23% to around $1,701.8 a troy ounce.</p><p>Investors are trying to assess how officials will balance the need to tame inflation with concerns over a potential recession. U.S. consumer inflation accelerated to 9.1% in June, a pace not seen in more than four decades, causing some traders to expect more aggressive interest-rate increases to tame it. At the same time, tightening of financial conditions could weigh on growth.</p><p>More than two-thirds of U.S. economic activity is tied to household spending. Recessions typically are accompanied by a pullback by consumers. Economists expect the Commerce Department to report that Americans’ retail spending rose in June, after declining in May, when figures are released at 8:30 a.m. ET.</p><p>The University of Michigan will publish an initial reading of its consumer-sentiment survey for July at 10 a.m. ET. Economists expect the report to show there was a slight improvement in consumer’s moods in July from June’s final reading, when it fell to its lowest point on record.</p><p>“Recession risks have risen since the beginning of the year,” said Mike Bell, global market strategist at J.P. Morgan Asset Management. “If we don’t get any signal of consumer retrenchment, maybe it’s not as bad as people fear, but if we do get that it’s a signal recession risk is materializing.”</p><p>Some of the largest U.S. financial companies are due to report earnings ahead of the market open, including BlackRock, Citigroup, U.S. Bancorp,Wells Fargo and State Street. Investors are looking at what bank executives have to say about the state of the economy.</p><p>In premarket trading, shares of Pinterest jumped 14% after The Wall Street Journal reported that activist investor Elliott Management has taken a big stake in the social-media company.</p><p>In bond markets, the yield on the benchmark 10-year Treasury note ticked down to 2.930% from 2.957% Thursday. Yields and prices move inversely.</p><p>In energy markets, Brent crude, the international benchmark for oil prices, rose 0.6% to $99.73 a barrel.</p><p>Overseas, the pan-continental Stoxx Europe 600 added 0.9%, though the index is poised to close out the week with losses. Italian political turmoil and worries that the Kremlin will end supplies to the Nord Stream pipeline that channels Russian natural gas to Europe have added to recession fears for the continent.</p><p>In Asia, China’s Shanghai Composite fell 1.6% and Hong Kong’s Hang Seng declined 2.2%. China recorded its weakest growth rate in more than two years, a measure of the costs imposed on the world’s second-largest economy by Beijing’s zero-tolerance approach to Covid-19.</p><p>South Korea’s Kospi added 0.4%, while Japan’s Nikkei 225 rose 0.5%.</p></body></html>","source":"wsj_highlight","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>U.S. Stock Futures Edge Up Ahead of Retail Sales, Bank Earnings</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\">\nU.S. Stock Futures Edge Up Ahead of Retail Sales, Bank Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-15 18:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-07-15-2022-11657870654?mod=hp_lead_pos3><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock futures inched higher ahead of retail spending data and a fresh batch of bank earnings, both of which will be watched for insights into the state of the economy.Futures for the S&P 500 ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-07-15-2022-11657870654?mod=hp_lead_pos3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-07-15-2022-11657870654?mod=hp_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139898155","content_text":"U.S. stock futures inched higher ahead of retail spending data and a fresh batch of bank earnings, both of which will be watched for insights into the state of the economy.Futures for the S&P 500 added 0.2% Friday, with the broad market index poised to end lower for the week. Contracts for the tech-focused Nasdaq-100 rose 0.2%, and futures for the Dow Jones Industrial Average rose 0.3%.VIX fell 0.08% and VIXmain fell 0.26% separately.The price of gold slightly fell 0.23% to around $1,701.8 a troy ounce.Investors are trying to assess how officials will balance the need to tame inflation with concerns over a potential recession. U.S. consumer inflation accelerated to 9.1% in June, a pace not seen in more than four decades, causing some traders to expect more aggressive interest-rate increases to tame it. At the same time, tightening of financial conditions could weigh on growth.More than two-thirds of U.S. economic activity is tied to household spending. Recessions typically are accompanied by a pullback by consumers. Economists expect the Commerce Department to report that Americans’ retail spending rose in June, after declining in May, when figures are released at 8:30 a.m. ET.The University of Michigan will publish an initial reading of its consumer-sentiment survey for July at 10 a.m. ET. Economists expect the report to show there was a slight improvement in consumer’s moods in July from June’s final reading, when it fell to its lowest point on record.“Recession risks have risen since the beginning of the year,” said Mike Bell, global market strategist at J.P. Morgan Asset Management. “If we don’t get any signal of consumer retrenchment, maybe it’s not as bad as people fear, but if we do get that it’s a signal recession risk is materializing.”Some of the largest U.S. financial companies are due to report earnings ahead of the market open, including BlackRock, Citigroup, U.S. Bancorp,Wells Fargo and State Street. Investors are looking at what bank executives have to say about the state of the economy.In premarket trading, shares of Pinterest jumped 14% after The Wall Street Journal reported that activist investor Elliott Management has taken a big stake in the social-media company.In bond markets, the yield on the benchmark 10-year Treasury note ticked down to 2.930% from 2.957% Thursday. Yields and prices move inversely.In energy markets, Brent crude, the international benchmark for oil prices, rose 0.6% to $99.73 a barrel.Overseas, the pan-continental Stoxx Europe 600 added 0.9%, though the index is poised to close out the week with losses. Italian political turmoil and worries that the Kremlin will end supplies to the Nord Stream pipeline that channels Russian natural gas to Europe have added to recession fears for the continent.In Asia, China’s Shanghai Composite fell 1.6% and Hong Kong’s Hang Seng declined 2.2%. China recorded its weakest growth rate in more than two years, a measure of the costs imposed on the world’s second-largest economy by Beijing’s zero-tolerance approach to Covid-19.South Korea’s Kospi added 0.4%, while Japan’s Nikkei 225 rose 0.5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077199589,"gmtCreate":1658462840741,"gmtModify":1676536163625,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"IMHO the most significant info here is the&nbsp;Philadelphia Fed's Business Index (Philly Fed)&nbsp; which delivered a reading of -12.3, a sharp pullback from June's -3.3.&nbsp;This number indicates a significant cooling in&nbsp;businesses, including manufacturing,&nbsp;distribution, etc. Coupled with increasing jobless claims proves the economy is cooling and inflation will start to downtrend going forward.","listText":"IMHO the most significant info here is the&nbsp;Philadelphia Fed's Business Index (Philly Fed)&nbsp; which delivered a reading of -12.3, a sharp pullback from June's -3.3.&nbsp;This number indicates a significant cooling in&nbsp;businesses, including manufacturing,&nbsp;distribution, etc. Coupled with increasing jobless claims proves the economy is cooling and inflation will start to downtrend going forward.","text":"IMHO the most significant info here is the Philadelphia Fed's Business Index (Philly Fed) which delivered a reading of -12.3, a sharp pullback from June's -3.3. This number indicates a significant cooling in businesses, including manufacturing, distribution, etc. Coupled with increasing jobless claims proves the economy is cooling and inflation will start to downtrend going forward.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":35,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9077199589","repostId":"2253218357","repostType":2,"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989729064,"gmtCreate":1666090902358,"gmtModify":1676537704552,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/0668b3779e1a7691fc66252c07b458d0","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"Google will pay $85 million to the state of Arizona to resolve a lawsuit claiming the company illegally tracked Android device users, Arizona Attorney General Mark Brnovich announced Tuesday.&nbsp; Brnovich's office also said this settlement is the largest paid by Google per capita in a consumer fraud lawsuit.","listText":"Google will pay $85 million to the state of Arizona to resolve a lawsuit claiming the company illegally tracked Android device users, Arizona Attorney General Mark Brnovich announced Tuesday.&nbsp; Brnovich's office also said this settlement is the largest paid by Google per capita in a consumer fraud lawsuit.","text":"Google will pay $85 million to the state of Arizona to resolve a lawsuit claiming the company illegally tracked Android device users, Arizona Attorney General Mark Brnovich announced Tuesday. Brnovich's office also said this settlement is the largest paid by Google per capita in a consumer fraud lawsuit.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":27,"repostSize":1,"link":"https://ttm.financial/post/9989729064","repostId":"2273857971","repostType":2,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}