Remotecam personal page - To The Moon

Remotecam

Remotecam

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06-15

Elon was absolutely right.

OpenAI CEO Says Company Could Become Benefit Corporation - The Information

06-12

Went up 22% yesterday. Still going up today. Bet the 6.5% that shorted GME is shxxing bricks right now. LOL

GameStop Raises $2.14 Bln Amid Roaring Kitty-Fueled Retail Trading Frenzy

06-12

Is this the same joker linking Cisco and NVDIA from 2 years ago? That time NVDIA was "only" 280 a share. Looks like he's still harping the same shxxx story.

Nvidia Stock: It's Time To Take Profits?

06-04

Fimally, some good news from Baidu... [Applaud]

Sorry, the original content has been removed

06-01

$VF Corp(VFC)$ nice move [Allin]

Sorry, the original content has been removed

2023-11-29

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

OBITUARY-Charlie Munger, the 'Oracle of Pasadena' who was Buffett's second-in-command

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]

Go to Tiger App to see more news

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was absolutely right.&nbsp;","listText":"Elon was absolutely right.&nbsp;","text":"Elon was absolutely right.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316930728575120","repostId":"2443987299","repostType":4,"repost":{"id":"2443987299","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1718413021,"share":"https://ttm.financial/m/news/2443987299?lang=&edition=fundamental","pubTime":"2024-06-15 08:57","market":"us","language":"en","title":"OpenAI CEO Says Company Could Become Benefit Corporation - The Information","url":"https://stock-news.laohu8.com/highlight/detail?id=2443987299","media":"Reuters","summary":"June 14  - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI's nonprofit board doesn't control, The Information reported on Friday.One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.OpenAI did not immediately respond to Reuters request for comment.","content":"<html><head></head><body><p>June 14 (Reuters) - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI&#39;s nonprofit board doesn&#39;t control, The Information reported on Friday.</p><p>One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as 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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\">\nOpenAI CEO Says Company Could Become Benefit Corporation - The Information\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-06-15 08:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>June 14 (Reuters) - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI&#39;s nonprofit board doesn&#39;t control, The Information reported on Friday.</p><p>One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.</p><p>OpenAI did not immediately respond to Reuters request for comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4535":"淡马锡持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) 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SGD-H"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443987299","content_text":"June 14 (Reuters) - OpenAI CEO Sam Altman told some shareholders that the company is considering changing its governance structure to a for-profit business that OpenAI's nonprofit board doesn't control, The Information reported on Friday.One scenario Altman said the board is considering is a for-profit benefit corporation, which rivals such as Anthropic and xAI are using, the report said, citing a person who heard the comments.OpenAI did not immediately respond to Reuters request for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316062307057880,"gmtCreate":1718193359459,"gmtModify":1718193364810,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"themes":[],"htmlText":"Went up 22% yesterday.&nbsp; Still going up today.&nbsp; Bet the&nbsp;6.5% that shorted GME is shxxing bricks right now.&nbsp; LOL","listText":"Went up 22% yesterday.&nbsp; Still going up today.&nbsp; Bet the&nbsp;6.5% that shorted GME is shxxing bricks right now.&nbsp; LOL","text":"Went up 22% yesterday. Still going up today. Bet the 6.5% that shorted GME is shxxing bricks right now. LOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316062307057880","repostId":"1179174326","repostType":2,"repost":{"id":"1179174326","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1718147400,"share":"https://ttm.financial/m/news/1179174326?lang=&edition=fundamental","pubTime":"2024-06-12 07:10","market":"us","language":"en","title":"GameStop Raises $2.14 Bln Amid Roaring Kitty-Fueled Retail Trading Frenzy","url":"https://stock-news.laohu8.com/highlight/detail?id=1179174326","media":"Reuters","summary":"June 11 (Reuters) - GameStop said on Tuesday it had completed an \"at-the-market\" equity offering of its shares to raise roughly $2.14 billion in gross proceeds, days after meme stock influencer Keith ","content":"<html><head></head><body><p>June 11 (Reuters) - GameStop said on Tuesday it had completed an &#34;at-the-market&#34; equity offering of its shares to raise roughly $2.14 billion in gross proceeds, days after meme stock influencer Keith Gill&#39;s first livestream in three years.</p><p>Shares of the videogame retailer, which has been at the center of the meme stock frenzy, rose more than 5% on the news before reversing course to fall 3% in volatile extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69277e980c9a122c3d574a3db52771dd\" tg-width=\"870\" tg-height=\"620\"/></p><p>On a livestream on Friday with more than 600,000 viewers, Gill, the key figure behind an eye-popping rally in the struggling company&#39;s stock in 2021, joked about memes and interspersed his discussion of GameStop with various disclaimers. The stock closed the session down nearly 40%.</p><p>GameStop said it sold the maximum amount of 75 million shares registered under the program.</p><p>According to Reuters&#39; calculations, the average sales price of each GameStop share came at around $28.50. The company&#39;s shares closed at $30.49 after Tuesday&#39;s trade.</p><p>The company said it intends to use the proceeds for general corporate purposes, which may include acquisitions and investments.</p><p>GameStop last week surprised investors by releasing its first-quarter results ahead of schedule where it showed a 28.7% slide in revenues to $881.8 million, and announcing the stock sale.</p><p>CEO Ryan Cohen held an 8.6% stake in the videogame retailer as of June 10, as per a regulatory filing on Tuesday, down from 10.5% as of May 22.</p><p>In May, the company raised another $933.4 million by selling 45 million shares. It had disclosed its share sale plan earlier that month amid a retail buying frenzy sparked by the return of Gill on social media.</p><p>Bullish calls by Gill, known on YouTube as &#34;Roaring Kitty&#34;, on GameStop were a reason for the 2021 meme stocks frenzy.</p><p>Gill has helped attract a flood of retail cash to the beleaguered bricks-and-mortar retailer with his bullish case on Reddit posts and YouTube streams.</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>GameStop Raises $2.14 Bln Amid Roaring Kitty-Fueled Retail Trading Frenzy</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\">\nGameStop Raises $2.14 Bln Amid Roaring Kitty-Fueled Retail Trading Frenzy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-06-12 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>June 11 (Reuters) - GameStop said on Tuesday it had completed an &#34;at-the-market&#34; equity offering of its shares to raise roughly $2.14 billion in gross proceeds, days after meme stock influencer Keith Gill&#39;s first livestream in three years.</p><p>Shares of the videogame retailer, which has been at the center of the meme stock frenzy, rose more than 5% on the news before reversing course to fall 3% in volatile extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69277e980c9a122c3d574a3db52771dd\" tg-width=\"870\" tg-height=\"620\"/></p><p>On a livestream on Friday with more than 600,000 viewers, Gill, the key figure behind an eye-popping rally in the struggling company&#39;s stock in 2021, joked about memes and interspersed his discussion of GameStop with various disclaimers. The stock closed the session down nearly 40%.</p><p>GameStop said it sold the maximum amount of 75 million shares registered under the program.</p><p>According to Reuters&#39; calculations, the average sales price of each GameStop share came at around $28.50. The company&#39;s shares closed at $30.49 after Tuesday&#39;s trade.</p><p>The company said it intends to use the proceeds for general corporate purposes, which may include acquisitions and investments.</p><p>GameStop last week surprised investors by releasing its first-quarter results ahead of schedule where it showed a 28.7% slide in revenues to $881.8 million, and announcing the stock sale.</p><p>CEO Ryan Cohen held an 8.6% stake in the videogame retailer as of June 10, as per a regulatory filing on Tuesday, down from 10.5% as of May 22.</p><p>In May, the company raised another $933.4 million by selling 45 million shares. It had disclosed its share sale plan earlier that month amid a retail buying frenzy sparked by the return of Gill on social media.</p><p>Bullish calls by Gill, known on YouTube as &#34;Roaring Kitty&#34;, on GameStop were a reason for the 2021 meme stocks frenzy.</p><p>Gill has helped attract a flood of retail cash to the beleaguered bricks-and-mortar retailer with his bullish case on Reddit posts and YouTube streams.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179174326","content_text":"June 11 (Reuters) - GameStop said on Tuesday it had completed an \"at-the-market\" equity offering of its shares to raise roughly $2.14 billion in gross proceeds, days after meme stock influencer Keith Gill's first livestream in three years.Shares of the videogame retailer, which has been at the center of the meme stock frenzy, rose more than 5% on the news before reversing course to fall 3% in volatile extended trading.On a livestream on Friday with more than 600,000 viewers, Gill, the key figure behind an eye-popping rally in the struggling company's stock in 2021, joked about memes and interspersed his discussion of GameStop with various disclaimers. The stock closed the session down nearly 40%.GameStop said it sold the maximum amount of 75 million shares registered under the program.According to Reuters' calculations, the average sales price of each GameStop share came at around $28.50. The company's shares closed at $30.49 after Tuesday's trade.The company said it intends to use the proceeds for general corporate purposes, which may include acquisitions and investments.GameStop last week surprised investors by releasing its first-quarter results ahead of schedule where it showed a 28.7% slide in revenues to $881.8 million, and announcing the stock sale.CEO Ryan Cohen held an 8.6% stake in the videogame retailer as of June 10, as per a regulatory filing on Tuesday, down from 10.5% as of May 22.In May, the company raised another $933.4 million by selling 45 million shares. It had disclosed its share sale plan earlier that month amid a retail buying frenzy sparked by the return of Gill on social media.Bullish calls by Gill, known on YouTube as \"Roaring Kitty\", on GameStop were a reason for the 2021 meme stocks frenzy.Gill has helped attract a flood of retail cash to the beleaguered bricks-and-mortar retailer with his bullish case on Reddit posts and YouTube streams.","news_type":1},"isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316049400062264,"gmtCreate":1718177354174,"gmtModify":1718177863270,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"themes":[],"htmlText":"Is this the same joker linking Cisco and NVDIA from 2 years ago? That time NVDIA was \"only\" 280 a share.&nbsp; Looks like he's still harping the same shxxx story.&nbsp;","listText":"Is this the same joker linking Cisco and NVDIA from 2 years ago? That time NVDIA was \"only\" 280 a share.&nbsp; Looks like he's still harping the same shxxx story.&nbsp;","text":"Is this the same joker linking Cisco and NVDIA from 2 years ago? That time NVDIA was \"only\" 280 a share. Looks like he's still harping the same shxxx story.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316049400062264","repostId":"2442231132","repostType":4,"repost":{"id":"2442231132","kind":"highlight","pubTimestamp":1718172000,"share":"https://ttm.financial/m/news/2442231132?lang=&edition=fundamental","pubTime":"2024-06-12 14:00","market":"us","language":"en","title":"Nvidia Stock: It's Time To Take Profits?","url":"https://stock-news.laohu8.com/highlight/detail?id=2442231132","media":"Seeking Alpha","summary":"Nvidia Corporation is likely approaching peak earnings and revenue due to fall back to earth, has had a spectacular run in the past 18 months. While we are several quarters away from peak earnings, we","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation is likely approaching peak earnings and revenue due to fall back to earth, has had a spectacular run in the past 18 months. While we are several quarters away from peak earnings, we may be at the peak for the stock price.</p></li><li><p>Nvidia today reminds me of Cisco Systems stock in 2000, where the share price peaked many quarters before sequential revenue growth stopped.</p></li><li><p>Much of Nvidia&#39;s current sales are to Cloud Providers and other resellers, and not to end users.</p></li><li><p>I think the AI trend is a mix of hype and real potential, and that the real potential is more than priced in at this point.</p></li><li><p>I believe the stock split is a &#34;sell the news&#34; type of event, and investors overweight in Nvidia should consider taking profits here.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b05ea170915bb81520503e91dcf0e792\" alt=\"Sundry Photography\" title=\"Sundry Photography\" tg-width=\"750\" tg-height=\"500\"/><span>Sundry Photography</span></p><p>In my last article in this space on March 15th, I recommended that investors sell Super Micro Computer (SMCI) and buy <strong>Nvidia Corporation</strong> (NASDAQ:NVDA) for those bullish on the AI investment theme. At the time, SMCI was trading at a higher multiple than NVDA, something that was rare historically. I did not believe SMCI deserved a higher multiple because NVDA has a far deeper moat. That call worked out well, and anyone who sold $1000 worth of SMCI at the time now has $1376 of NVDA instead of $720 worth of SMCI (nearly a double.)</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be55247548f1e9b938fbc0b49093da89\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>Here&#39;s my next call: you should take profits on NVDA right now. I think the current situation has all the hallmarks of a blow-off top, and I think shares could trade down 25% over the next month (which would bring us all the way back from a valuation of 3 weeks ago) and more by year-end.</p><p>I think this current rally is being driven primarily by the 10:1 stock split, rather than fundamentals, and this week could turn into a &#34;sell the news&#34; event.</p><h2 id=\"id_2390781586\">History doesn&#39;t repeat, but it often rhymes</h2><p>The year is 2000, the Internet is going to change the world, and Cisco (CSCO) is the quintessential &#34;picks and shovels&#34; play with a deep technological moat.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cbdcd9da15e884743b9a722b2a22e1e1\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>Passing Microsoft in net worth on March 28th, 2000, after tripling over the past year to a valuation of over $500 billion, with predictions of it becoming the first trillion-dollar company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/57dedd393cfb03da59708b5adc387cd7\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>Now replace all of the above with Nvidia today but with an additional trailing zero on the valuation target. Tripled in under a year, check. Wildly bullish targets, check. A non-recurring hardware business model prone to boom/bust cycles, check.</p><p>There are absolutely differences. Cisco traded at nearly a 200x P/E at its peak, versus 45x for Nvidia now. But Cisco grew revenue steadily over a long period, rather than having an incredible 4 quarter parabolic ramp like Nvidia has had.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e00e7230c3df01d226a11110e83f8696\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>Cisco actually kept growing well for the next 5 years after the peak, but once the hyper growth period ended and more competition emerged, Cisco&#39;s P/E declined from its 200x peak to below 20 by 2005.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da42f5345daacfe7fd95be79c6e9b32b\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"473\"/><span>Data by YCharts</span></p><p>I believe something similar could happen here, with Nvidia Data Center revenue peaking and then declining into a steady state far below current levels.</p><h2 id=\"id_3240303165\">Nvidia Revenue Durability and Valuation</h2><p>Nvidia is now trading at 45x 2025 EPS, compared to tech peers Microsoft (MSFT) at 35x, Apple (AAPL) at 30x, and Google (GOOG) at 23x. Is this justified by Nvidia&#39;s growth? That&#39;s the bull case, although Nvidia has the least predictable revenue of the major technology players in my view.</p><p>Nvidia has a history of changing revenue direction rapidly, like in 2022 when the crypto bubble went into reverse, and Nvidia saw revenue decline 29% in just 2 quarters. (Nvidia&#39;s FY23=CY22.)</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4211c80459d3fcea4da817de39cc6b65\" alt=\"NVidia Revenue Trends 2021-2023 (NVidia Investor Relations)\" title=\"NVidia Revenue Trends 2021-2023 (NVidia Investor Relations)\" tg-width=\"640\" tg-height=\"305\"/><span>NVidia Revenue Trends 2021-2023 (NVidia Investor Relations)</span></p><p>Now look at the last 12 months of revenue data for Nvidia, with Data Center revenue being up 6x. A few things I think when I look at this data.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ef3943265e659d3a0d5db5f38d890c2b\" alt=\"NVidia Revenue Trends 2023-Current (NVidia Investor Relations)\" title=\"NVidia Revenue Trends 2023-Current (NVidia Investor Relations)\" tg-width=\"640\" tg-height=\"332\"/><span>NVidia Revenue Trends 2023-Current (NVidia Investor Relations)</span></p><ul style=\"\"><li><p>ChatGPT was released to the public on November 30th, 2022. AI has been a thing for a while, but a publicly released product spurred a ton of interest in it. &#34;AI Leaders&#34; are given premium valuations. Who wouldn&#39;t be investing in AI here?</p></li><li><p>The Q1-25 print for NVDA and Q2-25 guide was largely in line with most expectations. In fact, the stock was flat/up 1-2% for a while after the earnings were released. I believe most of the 33% post-earnings run was due to the stock split and not the earnings themselves.</p></li><li><p>The decrease in Gaming and Professional Visualization revenue. Do not let the titles fool you, the GeForce Gaming cards and Quadro Professional Visualization cards are used for a lot more than gaming and rendering. There is a lot of AI work/execution that gets done on these cards, although memory limitations prevent training on massive data sets. The cloud GPU providers even sell time on the more expensive Quadro cards. While it&#39;s only a single data point, I believe stagnation or declines in these cards may provide an early read on true end user demand, versus the larger Tech companies building out AI Cloud capacity in hopes to resell it later.</p></li></ul><p>I think investors who are taking the recent revenue trends and extrapolating many years into the future are making a mistake.</p><h2 id=\"id_3971535173\">Reseller Demand</h2><p>Nvidia&#39;s largest customers are driving the majority of the Data Center revenue. Amazon, Meta, Microsoft and Alphabet are estimated to account for 40% of Nvidia&#39;s revenue. There is also a significant number of sales from newer resellers like CoreWeave, Lambda Labs, and others. This demand isn&#39;t (primarily) for their own use, but to resell to other companies.</p><p>Currently, the cloud providers are overbuilding capacity, and for good reason. To carry the premium pricing over the smaller players, they need to guarantee availability of GPU resources when a customer wants it, so this is a bit of a land grab for the cloud providers. But this overbuilding will not last forever.</p><p>These companies are also developing their own hardware platforms, and while initially targeted to handle internal workloads, eventually these will be resold to other cost-conscious customers. Nvidia&#39;s margins are just too great right now to be maintained for more than a few years, in my opinion, and large customers will adapt their code to ASIC&#39;s or other specialized products like Google TPU&#39;s for savings. Nvidia has a moat with CUDA, its proprietary API, but this moat is far from impregnable. It just becomes a math problem eventually: pay the premium from Nvidia GPU processing, or port the code to another platform.</p><p>Even before this, any macroeconomic pullback or a shift in investor sentiment around spending money on AI without tangible results, and we will see companies &#34;right sizing&#34; their AI investments and conserving cash.</p><p>Data Center revenue moving from $4.3 billion to $22.5 billion in 4 quarters is simply too much too fast, and it could go in reverse quickly as well.</p><h2 id=\"id_1833722497\">My Views on AI</h2><p>I&#39;ve mentioned this in articles occasionally, but my day job is in technology, not finance. Specifically, I&#39;ve worked with Machine Learning and Deep Learning/AI projects within the medical industry for a very long time, which colors a lot of my thinking on the topic.</p><p>AI has been a big topic in medicine for a while now, and GPU&#39;s are certainly driving innovation there. But results have been a very mixed bag, and there are very real, practical challenges in getting AI to <em>actually produce something useful</em>.</p><p><a href=\"https://laohu8.com/S/IBM\">IBM</a>&#39;s (IBM) much heralded and hyped Watson AI super project has been a disappointment and has quietly been shut down over the past few years before being sold off, after failing in many real-world implementations.</p><p>Another excellent example of the challenges in real-world AI can be seen in publicly traded AI pure-play iCAD (ICAD). iCAD makes a product, ProfoundAI, that uses AI on mammograms to help Radiologists detect Breast Cancer. Using AI to locate breast cancer is a hugely attractive application:</p><ul style=\"\"><li><p>Large screening population</p></li><li><p>Many images to look at (especially with Tomosynthesis/3D Mammography)</p></li><li><p>Single organ</p></li><li><p>Binary question to answer (breast cancer present: Yes/No.)</p></li></ul><p>Yet, while it is a clear improvement over past machine learning-based techniques, it still struggles to outperform radiologists. At its core, the problem is one of data: it&#39;s only going to be as good as the &#34;ground truth&#34; data set, which generally means that anything a human missed, AI will miss, since it wasn&#39;t &#34;trained&#34; on it.</p><p>This data limitation is what I see with services like ChatGPT and Google Gemini. I&#39;ve found these services good at summarizing data I give them, but nearly useless for asking questions, as it often gives very confident yet wrong answers, and that&#39;s before considering any ideological filters/biases present.</p><h2 id=\"id_1848527839\">Nvidia 2024 versus Cisco 2000</h2><p>Of course, we know Nvidia will report higher sales and income for the next few quarters, probably the next 3-4 at least. That doesn&#39;t mean the stock will be higher. Let&#39;s see what happened with Cisco in 2000, which to me feels very much like Nvidia today.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c699b6d0b7f588575ee4f94295d5773f\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><ul style=\"\"><li><p>Cisco shares peaked in March 2000.</p></li><li><p>Cisco May 2000 earnings, revenue rose 53%, net income up 42%.</p></li><li><p>Cisco August 2000 earnings, revenue rose 61%, net income up 69%year over year.</p></li><li><p>Cisco November 2000 earnings, revenue rose 66%, net income rose 67%. It looks like earnings are still accelerating here!</p></li><li><p>Cisco&#39;s first true &#34;miss&#34; didn&#39;t happen until February 2001, with net income still up 50% year over year. Revenue missed and Guidance was poor (only predicting 40% growth, versus the 55% the street was expecting.)</p></li></ul><p>By the time the actual miss came, shares had already been cut in half, and then got cut in half again. Cisco started from a far higher multiple, near 200x at its peak; so I&#39;m not predicting Nvidia declines 75%. But I absolutely think that we could see Nvidia peak revenue in 3–4 quarters, and decline in quarters beyond that, and that shares could be 50% lower from here if that happens.</p><h2 id=\"id_2931481435\">Conclusion</h2><p>AI is hot right now, undoubtedly. Other than Nvidia and other companies selling the hardware and cloud services, I have a tough time finding companies that are really winning through AI, especially those that have been investing in it before the recent hype.</p><ul style=\"\"><li><p>Lemonade (LMND) the AI-powered insurance company is still down 90% from its 2021 high and still losing money. There is no evidence that AI is doing anything positive for them.</p></li><li><p>Meta said it would &#34;expect to see a multi-year investment cycle before we fully scaled Meta AI, business AIs and more into the profitable services&#34;</p></li><li><p>Previously mentioned medical companies, including IBM&#39;s failures in this space.</p></li></ul><p>Ultimately, I think companies are overinvesting in AI right now largely because they believe that will drive their stock prices and because that&#39;s what their competitors are doing. Any company that outright said, &#34;we believe AI is a lot of hype, and we&#39;re choosing to invest in other things&#34; would likely see their share price punished.</p><p>I still do not see enough AI-enabled products that are truly transformative to believe this level of investment is sustainable, and believe we are just a few quarters away from this topping. In short, I just do not believe Nvidia&#39;s sales and margins at these levels are sustainable.</p><p>I think there is an excellent chance that this week marks the peak for Nvidia, and now is a good time to take some profits.</p><p>Editor&#39;s Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.</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>Nvidia Stock: It's Time To Take Profits?</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\">\nNvidia Stock: It's Time To Take Profits?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-12 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4698590-nvidia-stock-its-time-to-take-profits><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation is likely approaching peak earnings and revenue due to fall back to earth, has had a spectacular run in the past 18 months. While we are several quarters away from peak earnings, we...</p>\n\n<a href=\"https://seekingalpha.com/article/4698590-nvidia-stock-its-time-to-take-profits\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0861579265.USD":"联博低波幅策略股票基金A","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4514":"搜索引擎","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4592":"伊斯兰概念","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4585":"ETF&股票定投概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","BK4587":"ChatGPT概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0080751232.USD":"富达环球多元动力基金A","NVDA":"英伟达","LU0056508442.USD":"贝莱德世界科技基金A2","BK4543":"AI","BK4020":"通信设备","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4077":"互动媒体与服务","BK4588":"碎股","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4574":"无人驾驶","BK4561":"索罗斯持仓","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC"},"source_url":"https://seekingalpha.com/article/4698590-nvidia-stock-its-time-to-take-profits","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2442231132","content_text":"Nvidia Corporation is likely approaching peak earnings and revenue due to fall back to earth, has had a spectacular run in the past 18 months. While we are several quarters away from peak earnings, we may be at the peak for the stock price.Nvidia today reminds me of Cisco Systems stock in 2000, where the share price peaked many quarters before sequential revenue growth stopped.Much of Nvidia's current sales are to Cloud Providers and other resellers, and not to end users.I think the AI trend is a mix of hype and real potential, and that the real potential is more than priced in at this point.I believe the stock split is a \"sell the news\" type of event, and investors overweight in Nvidia should consider taking profits here.Sundry PhotographyIn my last article in this space on March 15th, I recommended that investors sell Super Micro Computer (SMCI) and buy Nvidia Corporation (NASDAQ:NVDA) for those bullish on the AI investment theme. At the time, SMCI was trading at a higher multiple than NVDA, something that was rare historically. I did not believe SMCI deserved a higher multiple because NVDA has a far deeper moat. That call worked out well, and anyone who sold $1000 worth of SMCI at the time now has $1376 of NVDA instead of $720 worth of SMCI (nearly a double.)Data by YChartsHere's my next call: you should take profits on NVDA right now. I think the current situation has all the hallmarks of a blow-off top, and I think shares could trade down 25% over the next month (which would bring us all the way back from a valuation of 3 weeks ago) and more by year-end.I think this current rally is being driven primarily by the 10:1 stock split, rather than fundamentals, and this week could turn into a \"sell the news\" event.History doesn't repeat, but it often rhymesThe year is 2000, the Internet is going to change the world, and Cisco (CSCO) is the quintessential \"picks and shovels\" play with a deep technological moat.Data by YChartsPassing Microsoft in net worth on March 28th, 2000, after tripling over the past year to a valuation of over $500 billion, with predictions of it becoming the first trillion-dollar company.Data by YChartsNow replace all of the above with Nvidia today but with an additional trailing zero on the valuation target. Tripled in under a year, check. Wildly bullish targets, check. A non-recurring hardware business model prone to boom/bust cycles, check.There are absolutely differences. Cisco traded at nearly a 200x P/E at its peak, versus 45x for Nvidia now. But Cisco grew revenue steadily over a long period, rather than having an incredible 4 quarter parabolic ramp like Nvidia has had.Data by YChartsCisco actually kept growing well for the next 5 years after the peak, but once the hyper growth period ended and more competition emerged, Cisco's P/E declined from its 200x peak to below 20 by 2005.Data by YChartsI believe something similar could happen here, with Nvidia Data Center revenue peaking and then declining into a steady state far below current levels.Nvidia Revenue Durability and ValuationNvidia is now trading at 45x 2025 EPS, compared to tech peers Microsoft (MSFT) at 35x, Apple (AAPL) at 30x, and Google (GOOG) at 23x. Is this justified by Nvidia's growth? That's the bull case, although Nvidia has the least predictable revenue of the major technology players in my view.Nvidia has a history of changing revenue direction rapidly, like in 2022 when the crypto bubble went into reverse, and Nvidia saw revenue decline 29% in just 2 quarters. (Nvidia's FY23=CY22.)NVidia Revenue Trends 2021-2023 (NVidia Investor Relations)Now look at the last 12 months of revenue data for Nvidia, with Data Center revenue being up 6x. A few things I think when I look at this data.NVidia Revenue Trends 2023-Current (NVidia Investor Relations)ChatGPT was released to the public on November 30th, 2022. AI has been a thing for a while, but a publicly released product spurred a ton of interest in it. \"AI Leaders\" are given premium valuations. Who wouldn't be investing in AI here?The Q1-25 print for NVDA and Q2-25 guide was largely in line with most expectations. In fact, the stock was flat/up 1-2% for a while after the earnings were released. I believe most of the 33% post-earnings run was due to the stock split and not the earnings themselves.The decrease in Gaming and Professional Visualization revenue. Do not let the titles fool you, the GeForce Gaming cards and Quadro Professional Visualization cards are used for a lot more than gaming and rendering. There is a lot of AI work/execution that gets done on these cards, although memory limitations prevent training on massive data sets. The cloud GPU providers even sell time on the more expensive Quadro cards. While it's only a single data point, I believe stagnation or declines in these cards may provide an early read on true end user demand, versus the larger Tech companies building out AI Cloud capacity in hopes to resell it later.I think investors who are taking the recent revenue trends and extrapolating many years into the future are making a mistake.Reseller DemandNvidia's largest customers are driving the majority of the Data Center revenue. Amazon, Meta, Microsoft and Alphabet are estimated to account for 40% of Nvidia's revenue. There is also a significant number of sales from newer resellers like CoreWeave, Lambda Labs, and others. This demand isn't (primarily) for their own use, but to resell to other companies.Currently, the cloud providers are overbuilding capacity, and for good reason. To carry the premium pricing over the smaller players, they need to guarantee availability of GPU resources when a customer wants it, so this is a bit of a land grab for the cloud providers. But this overbuilding will not last forever.These companies are also developing their own hardware platforms, and while initially targeted to handle internal workloads, eventually these will be resold to other cost-conscious customers. Nvidia's margins are just too great right now to be maintained for more than a few years, in my opinion, and large customers will adapt their code to ASIC's or other specialized products like Google TPU's for savings. Nvidia has a moat with CUDA, its proprietary API, but this moat is far from impregnable. It just becomes a math problem eventually: pay the premium from Nvidia GPU processing, or port the code to another platform.Even before this, any macroeconomic pullback or a shift in investor sentiment around spending money on AI without tangible results, and we will see companies \"right sizing\" their AI investments and conserving cash.Data Center revenue moving from $4.3 billion to $22.5 billion in 4 quarters is simply too much too fast, and it could go in reverse quickly as well.My Views on AII've mentioned this in articles occasionally, but my day job is in technology, not finance. Specifically, I've worked with Machine Learning and Deep Learning/AI projects within the medical industry for a very long time, which colors a lot of my thinking on the topic.AI has been a big topic in medicine for a while now, and GPU's are certainly driving innovation there. But results have been a very mixed bag, and there are very real, practical challenges in getting AI to actually produce something useful.IBM's (IBM) much heralded and hyped Watson AI super project has been a disappointment and has quietly been shut down over the past few years before being sold off, after failing in many real-world implementations.Another excellent example of the challenges in real-world AI can be seen in publicly traded AI pure-play iCAD (ICAD). iCAD makes a product, ProfoundAI, that uses AI on mammograms to help Radiologists detect Breast Cancer. Using AI to locate breast cancer is a hugely attractive application:Large screening populationMany images to look at (especially with Tomosynthesis/3D Mammography)Single organBinary question to answer (breast cancer present: Yes/No.)Yet, while it is a clear improvement over past machine learning-based techniques, it still struggles to outperform radiologists. At its core, the problem is one of data: it's only going to be as good as the \"ground truth\" data set, which generally means that anything a human missed, AI will miss, since it wasn't \"trained\" on it.This data limitation is what I see with services like ChatGPT and Google Gemini. I've found these services good at summarizing data I give them, but nearly useless for asking questions, as it often gives very confident yet wrong answers, and that's before considering any ideological filters/biases present.Nvidia 2024 versus Cisco 2000Of course, we know Nvidia will report higher sales and income for the next few quarters, probably the next 3-4 at least. That doesn't mean the stock will be higher. Let's see what happened with Cisco in 2000, which to me feels very much like Nvidia today.Data by YChartsCisco shares peaked in March 2000.Cisco May 2000 earnings, revenue rose 53%, net income up 42%.Cisco August 2000 earnings, revenue rose 61%, net income up 69%year over year.Cisco November 2000 earnings, revenue rose 66%, net income rose 67%. It looks like earnings are still accelerating here!Cisco's first true \"miss\" didn't happen until February 2001, with net income still up 50% year over year. Revenue missed and Guidance was poor (only predicting 40% growth, versus the 55% the street was expecting.)By the time the actual miss came, shares had already been cut in half, and then got cut in half again. Cisco started from a far higher multiple, near 200x at its peak; so I'm not predicting Nvidia declines 75%. But I absolutely think that we could see Nvidia peak revenue in 3–4 quarters, and decline in quarters beyond that, and that shares could be 50% lower from here if that happens.ConclusionAI is hot right now, undoubtedly. Other than Nvidia and other companies selling the hardware and cloud services, I have a tough time finding companies that are really winning through AI, especially those that have been investing in it before the recent hype.Lemonade (LMND) the AI-powered insurance company is still down 90% from its 2021 high and still losing money. There is no evidence that AI is doing anything positive for them.Meta said it would \"expect to see a multi-year investment cycle before we fully scaled Meta AI, business AIs and more into the profitable services\"Previously mentioned medical companies, including IBM's failures in this space.Ultimately, I think companies are overinvesting in AI right now largely because they believe that will drive their stock prices and because that's what their competitors are doing. Any company that outright said, \"we believe AI is a lot of hype, and we're choosing to invest in other things\" would likely see their share price punished.I still do not see enough AI-enabled products that are truly transformative to believe this level of investment is sustainable, and believe we are just a few quarters away from this topping. In short, I just do not believe Nvidia's sales and margins at these levels are sustainable.I think there is an excellent chance that this week marks the peak for Nvidia, and now is a good time to take some profits.Editor's Note: This article covers one or more microcap stocks. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313168326836360,"gmtCreate":1717479458984,"gmtModify":1717479463194,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"themes":[],"htmlText":"Fimally, some good news from Baidu...&nbsp;[Applaud]&nbsp;&nbsp;","listText":"Fimally, some good news from Baidu...&nbsp;[Applaud]&nbsp;&nbsp;","text":"Fimally, some good news from Baidu... [Applaud]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313168326836360","repostId":"2440428807","repostType":2,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312004333572136,"gmtCreate":1717198699079,"gmtModify":1717198702993,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VFC\">$VF Corp(VFC)$ </a> nice move&nbsp;[Allin]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/VFC\">$VF Corp(VFC)$ </a> nice move&nbsp;[Allin]&nbsp;&nbsp;","text":"$VF Corp(VFC)$ nice move [Allin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312004333572136","repostId":"1180614337","repostType":4,"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246534912667784,"gmtCreate":1701210602695,"gmtModify":1701210607674,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"themes":[],"htmlText":"Can't 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,"repost":{"id":"2387129416","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1701206406,"share":"https://ttm.financial/m/news/2387129416?lang=&edition=fundamental","pubTime":"2023-11-29 05:20","market":"us","language":"en","title":"OBITUARY-Charlie Munger, the 'Oracle of Pasadena' who was Buffett's second-in-command","url":"https://stock-news.laohu8.com/highlight/detail?id=2387129416","media":"Reuters","summary":"By Jonathan Stempel      NEW YORK, Nov 28 (Reuters) - Charles Munger, who died on Tuesday, went from working for Warren Buffett's grandfather for 20 cents an hour during the Great Depression to spendi","content":"<html><body><p>By Jonathan Stempel</p><p>      NEW YORK, Nov 28 (Reuters) - Charles Munger, who died on Tuesday, went from working for Warren Buffett's grandfather for 20 cents an hour during the Great Depression to spending more than four decades as Buffett's second-in-command and foil atop Berkshire Hathaway Inc.</p><p>   Munger's family had advised that he died peacefully on Tuesday morning at a California hospital, said Berkshire.</p><p>   The union of Munger with Buffett is among the most successful in the history of business; they transformed Omaha, Nebraska-based Berkshire into a multi-billion dollar conglomerate with dozens of business units.</p><p>   Yet the partnership that formally began when they teamed up in 1975 at Berkshire, where Buffett was chairman and Munger became vice chairman in 1978, thrived despite pronounced differences in style, and even investing.</p><p>   Known almost universally as Charlie, Munger displayed a blunter form of musings, often in laconic <a href=\"https://laohu8.com/S/AONE.U\">one</a>-liners, on investing, the economy, and the foibles of human nature.</p><p>   He likened bankers to uncontrollable \"heroin addicts,\" called the virtual currency Bitcoin \"rat poison,\" and told CNBC that \"gold is a great thing to sew into your garments if you're a Jewish family in Vienna in 1939 but I think civilized people don't buy gold. They invest in productive businesses.\"</p><p>   Munger was no less pithy in talking about Berkshire, which made both he and Buffett billionaires and many early shareholders rich as well.</p><p>   \"I think part of the popularity of Berkshire Hathaway is that we look like people who have found a trick,\" Munger said in 2010. \"It's not brilliance. It's just avoiding stupidity.\"</p><p>   EXPANDING BUFFETT'S HORIZONS</p><p>   Munger and Buffett did differ politically, with Munger being a Republican and Buffett a Democrat.</p><p>   They also differed in personal interests.</p><p>       For example Munger had a passion for architecture, designing buildings such as a huge proposed residence for the University of California, Santa Barbara known as \"Dormzilla,\" while Buffett claimed not to know the color of his bedroom wallpaper.</p><p>   Yet at Berkshire, the men became inseparable, finishing each other's ideas and according to Buffett never having an argument.</p><p>   Indeed, when Munger and Buffett would field shareholder questions for five hours at Berkshire's annual meetings, Munger routinely deadpanned after Buffett finished an answer: \"I have nothing to add.\"</p><p>       More often, he did, prompting applause, laughter or both.</p><p>   \"I'm slightly less optimistic than Warren is,\" Munger said at the 2023 annual meeting, prompting laughter after Buffett expressed his familiar optimism for America's future. \"I think the best road ahead to human happiness is to expect less.\"</p><p>   Like Buffett, Munger was a fan of the famed economist Benjamin Graham.</p><p>   Yet Buffett has credited Munger with pushing him to focus at Berkshire on buying wonderful companies at fair prices, rather than fair companies at wonderful prices.</p><p>   \"Charlie shoved me in the direction of not just buying bargains, as Ben Graham had taught me,\" Buffett has said. \"It was the power of Charlie's mind. He expanded my horizons.\"</p><p>   ORACLE OF PASADENA</p><p>   Fans dubbed Buffett the \"Oracle of Omaha,\" but Munger was held in equal esteem by his own followers, who branded him the \"Oracle of Pasadena\" after his adopted hometown in California.</p><p>   Munger reserved many of his public comments for annual meetings of Berkshire; his investment vehicle Wesco Financial Corp, which Berkshire bought out in 2011; and Daily Journal Corp, a publishing company he chaired for 45 years.</p><p>   To fans, Munger was as much the world-weary psychiatrist as a famed investor. Many of his observations were collected in a book, \"Poor Charlie's Almanack: The Wit and Wisdom of Charles T. Munger,\" with a foreword by Buffett.</p><p>   \"I was raised by people who thought it was a moral duty to be as rational as you could possibly make yourself,\" Munger told Daily Journal shareholders in 2020.</p><p>   \"That notion,\" he added, \"has served me enormously well.\"</p><p>   In 2009, during the worst U.S. recession since the Great Depression, he tried to put his followers at ease.</p><p>   \"If you wait until the economy is working properly to buy stocks, it's almost certainly too late,\" he said at Wesco's annual meeting.</p><p>   After that gathering, Los Angeles Times columnist and Wesco investor Kathy Kristof wrote about Munger: \"He gives us hope.\"</p><p>   TETE-A-TETE</p><p>   Born on Jan. 1, 1924, Munger as a boy once worked part-time at the Omaha grocery run by Buffett's grandfather Ernest.</p><p>       Buffett also worked there though he and Munger, who was 6-1/2 years older, did not work together.</p><p>   Munger later enrolled at the University of Michigan, but dropped out to work as a meteorologist in the U.S. Army Air Corps during World War II.</p><p>   Despite never getting an undergraduate degree, Munger graduated from Harvard Law School in 1948.</p><p>   He then practiced law in Los Angeles, co-founding the law firm now known as Munger, Tolles &amp; Olson, before turning in the mid-1960s to managing investments in stocks and real estate.</p><p>   Munger was a success, easily outperforming the broader market between 1962 and 1975 at his investment partnership Wheeler, Munger &amp; Co.</p><p>   According to Buffett biographer Alice Schroeder, Munger met Buffett in Omaha in 1959, where at a private room at the Omaha Club they \"fell into a tete-a-tete\" after being introduced.</p><p>   More conversations followed, and they were soon talking by phone for hours on end.</p><p>   \"Why are you paying so much attention to him?\" Munger's second wife Nancy reportedly asked her husband.</p><p>   \"You don't understand,\" Munger replied. \"That is no ordinary human being.\"</p><p>   KNOWING HIS MILIEU</p><p>   The two shared the \"value investing\" philosophy espoused by Graham, looking for well-run companies with undervalued share prices.</p><p>   Sometimes Munger and Buffett deemed those companies \"cigar butts,\" meaning they were out of favor but had a few \"puffs\" of life left, but they often proved worth holding onto for decades.</p><p>   Both generally shunned technology companies and other businesses they claimed not to understand, and they avoided getting burned after the late 1990s dot-com bubble went bust.</p><p>   Instead, they oversaw purchases such as the BNSF railroad in 2010, and ketchup maker H.J. Heinz Co, which Berkshire and private equity firm 3G Capital bought in 2013. Berkshire and 3G later merged Heinz with Kraft Foods.</p><p>   It was Munger who suggested that Buffett make one of Berkshire's few non-U.S. investments, in Chinese automobile and battery company BYD Co.</p><p>   Munger was also responsible for introducing Buffett to Todd Combs, who along with Ted Weschler run parts of Berkshire's investment portfolio.</p><p>       Unlike Buffett, who opened a <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> account - seldom used - Munger resisted heading into social media.</p><p>   \"That's not my milieu. I don't like too many things going on at once,\" he once told Reuters.</p><p>       But in many other ways, he was much like his business partner, especially in not chasing the latest trends.</p><p>       \"I am personally skeptical of some of the hype that has gone into artificial intelligence,\" Munger said at the 2023 annual meeting. \"I think old-fashioned intelligence works pretty well.\"</p><p>   Munger lived modestly and drove his own car, though he used a wheelchair in his final years.</p><p>   He was also a generous philanthropist, pledging more than $100 million in 2013 to build housing at the University of Michigan.</p><p>   Nancy Munger died in 2010. Charlie Munger had six children and two stepchildren from his marriages.</p><p> (Reporting by Jonathan Stempel in New York; editing by Diane Craft and Rosalba O'Brien)</p><p>((jon.stempel@thomsonreuters.com; +1 646 223 6317; Reuters Messaging: jon.stempel.thomsonreuters.com@reuters.net))</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>OBITUARY-Charlie Munger, the 'Oracle of Pasadena' who was Buffett's second-in-command</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOBITUARY-Charlie Munger, the 'Oracle of Pasadena' who was Buffett's second-in-command\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-11-29 05:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>By Jonathan Stempel</p><p>      NEW YORK, Nov 28 (Reuters) - Charles Munger, who died on Tuesday, went from working for Warren Buffett's grandfather for 20 cents an hour during the Great Depression to spending more than four decades as Buffett's second-in-command and foil atop Berkshire Hathaway Inc.</p><p>   Munger's family had advised that he died peacefully on Tuesday morning at a California hospital, said Berkshire.</p><p>   The union of Munger with Buffett is among the most successful in the history of business; they transformed Omaha, Nebraska-based Berkshire into a multi-billion dollar conglomerate with dozens of business units.</p><p>   Yet the partnership that formally began when they teamed up in 1975 at Berkshire, where Buffett was chairman and Munger became vice chairman in 1978, thrived despite pronounced differences in style, and even investing.</p><p>   Known almost universally as Charlie, Munger displayed a blunter form of musings, often in laconic <a href=\"https://laohu8.com/S/AONE.U\">one</a>-liners, on investing, the economy, and the foibles of human nature.</p><p>   He likened bankers to uncontrollable \"heroin addicts,\" called the virtual currency Bitcoin \"rat poison,\" and told CNBC that \"gold is a great thing to sew into your garments if you're a Jewish family in Vienna in 1939 but I think civilized people don't buy gold. They invest in productive businesses.\"</p><p>   Munger was no less pithy in talking about Berkshire, which made both he and Buffett billionaires and many early shareholders rich as well.</p><p>   \"I think part of the popularity of Berkshire Hathaway is that we look like people who have found a trick,\" Munger said in 2010. \"It's not brilliance. It's just avoiding stupidity.\"</p><p>   EXPANDING BUFFETT'S HORIZONS</p><p>   Munger and Buffett did differ politically, with Munger being a Republican and Buffett a Democrat.</p><p>   They also differed in personal interests.</p><p>       For example Munger had a passion for architecture, designing buildings such as a huge proposed residence for the University of California, Santa Barbara known as \"Dormzilla,\" while Buffett claimed not to know the color of his bedroom wallpaper.</p><p>   Yet at Berkshire, the men became inseparable, finishing each other's ideas and according to Buffett never having an argument.</p><p>   Indeed, when Munger and Buffett would field shareholder questions for five hours at Berkshire's annual meetings, Munger routinely deadpanned after Buffett finished an answer: \"I have nothing to add.\"</p><p>       More often, he did, prompting applause, laughter or both.</p><p>   \"I'm slightly less optimistic than Warren is,\" Munger said at the 2023 annual meeting, prompting laughter after Buffett expressed his familiar optimism for America's future. \"I think the best road ahead to human happiness is to expect less.\"</p><p>   Like Buffett, Munger was a fan of the famed economist Benjamin Graham.</p><p>   Yet Buffett has credited Munger with pushing him to focus at Berkshire on buying wonderful companies at fair prices, rather than fair companies at wonderful prices.</p><p>   \"Charlie shoved me in the direction of not just buying bargains, as Ben Graham had taught me,\" Buffett has said. \"It was the power of Charlie's mind. He expanded my horizons.\"</p><p>   ORACLE OF PASADENA</p><p>   Fans dubbed Buffett the \"Oracle of Omaha,\" but Munger was held in equal esteem by his own followers, who branded him the \"Oracle of Pasadena\" after his adopted hometown in California.</p><p>   Munger reserved many of his public comments for annual meetings of Berkshire; his investment vehicle Wesco Financial Corp, which Berkshire bought out in 2011; and Daily Journal Corp, a publishing company he chaired for 45 years.</p><p>   To fans, Munger was as much the world-weary psychiatrist as a famed investor. Many of his observations were collected in a book, \"Poor Charlie's Almanack: The Wit and Wisdom of Charles T. Munger,\" with a foreword by Buffett.</p><p>   \"I was raised by people who thought it was a moral duty to be as rational as you could possibly make yourself,\" Munger told Daily Journal shareholders in 2020.</p><p>   \"That notion,\" he added, \"has served me enormously well.\"</p><p>   In 2009, during the worst U.S. recession since the Great Depression, he tried to put his followers at ease.</p><p>   \"If you wait until the economy is working properly to buy stocks, it's almost certainly too late,\" he said at Wesco's annual meeting.</p><p>   After that gathering, Los Angeles Times columnist and Wesco investor Kathy Kristof wrote about Munger: \"He gives us hope.\"</p><p>   TETE-A-TETE</p><p>   Born on Jan. 1, 1924, Munger as a boy once worked part-time at the Omaha grocery run by Buffett's grandfather Ernest.</p><p>       Buffett also worked there though he and Munger, who was 6-1/2 years older, did not work together.</p><p>   Munger later enrolled at the University of Michigan, but dropped out to work as a meteorologist in the U.S. Army Air Corps during World War II.</p><p>   Despite never getting an undergraduate degree, Munger graduated from Harvard Law School in 1948.</p><p>   He then practiced law in Los Angeles, co-founding the law firm now known as Munger, Tolles &amp; Olson, before turning in the mid-1960s to managing investments in stocks and real estate.</p><p>   Munger was a success, easily outperforming the broader market between 1962 and 1975 at his investment partnership Wheeler, Munger &amp; Co.</p><p>   According to Buffett biographer Alice Schroeder, Munger met Buffett in Omaha in 1959, where at a private room at the Omaha Club they \"fell into a tete-a-tete\" after being introduced.</p><p>   More conversations followed, and they were soon talking by phone for hours on end.</p><p>   \"Why are you paying so much attention to him?\" Munger's second wife Nancy reportedly asked her husband.</p><p>   \"You don't understand,\" Munger replied. \"That is no ordinary human being.\"</p><p>   KNOWING HIS MILIEU</p><p>   The two shared the \"value investing\" philosophy espoused by Graham, looking for well-run companies with undervalued share prices.</p><p>   Sometimes Munger and Buffett deemed those companies \"cigar butts,\" meaning they were out of favor but had a few \"puffs\" of life left, but they often proved worth holding onto for decades.</p><p>   Both generally shunned technology companies and other businesses they claimed not to understand, and they avoided getting burned after the late 1990s dot-com bubble went bust.</p><p>   Instead, they oversaw purchases such as the BNSF railroad in 2010, and ketchup maker H.J. Heinz Co, which Berkshire and private equity firm 3G Capital bought in 2013. Berkshire and 3G later merged Heinz with Kraft Foods.</p><p>   It was Munger who suggested that Buffett make one of Berkshire's few non-U.S. investments, in Chinese automobile and battery company BYD Co.</p><p>   Munger was also responsible for introducing Buffett to Todd Combs, who along with Ted Weschler run parts of Berkshire's investment portfolio.</p><p>       Unlike Buffett, who opened a <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> account - seldom used - Munger resisted heading into social media.</p><p>   \"That's not my milieu. I don't like too many things going on at once,\" he once told Reuters.</p><p>       But in many other ways, he was much like his business partner, especially in not chasing the latest trends.</p><p>       \"I am personally skeptical of some of the hype that has gone into artificial intelligence,\" Munger said at the 2023 annual meeting. \"I think old-fashioned intelligence works pretty well.\"</p><p>   Munger lived modestly and drove his own car, though he used a wheelchair in his final years.</p><p>   He was also a generous philanthropist, pledging more than $100 million in 2013 to build housing at the University of Michigan.</p><p>   Nancy Munger died in 2010. Charlie Munger had six children and two stepchildren from his marriages.</p><p> (Reporting by Jonathan Stempel in New York; editing by Diane Craft and Rosalba O'Brien)</p><p>((jon.stempel@thomsonreuters.com; +1 646 223 6317; Reuters Messaging: jon.stempel.thomsonreuters.com@reuters.net))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0861579265.USD":"联博低波幅策略股票基金A","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4538":"云计算","LU0971096721.USD":"富达环球金融服务 A","BK4550":"红杉资本持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","ORCL":"甲骨文","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4097":"系统软件","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4516":"特朗普概念","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4176":"多领域控股","BK4528":"SaaS概念","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2387129416","content_text":"By Jonathan Stempel      NEW YORK, Nov 28 (Reuters) - Charles Munger, who died on Tuesday, went from working for Warren Buffett's grandfather for 20 cents an hour during the Great Depression to spending more than four decades as Buffett's second-in-command and foil atop Berkshire Hathaway Inc.   Munger's family had advised that he died peacefully on Tuesday morning at a California hospital, said Berkshire.   The union of Munger with Buffett is among the most successful in the history of business; they transformed Omaha, Nebraska-based Berkshire into a multi-billion dollar conglomerate with dozens of business units.   Yet the partnership that formally began when they teamed up in 1975 at Berkshire, where Buffett was chairman and Munger became vice chairman in 1978, thrived despite pronounced differences in style, and even investing.   Known almost universally as Charlie, Munger displayed a blunter form of musings, often in laconic one-liners, on investing, the economy, and the foibles of human nature.   He likened bankers to uncontrollable \"heroin addicts,\" called the virtual currency Bitcoin \"rat poison,\" and told CNBC that \"gold is a great thing to sew into your garments if you're a Jewish family in Vienna in 1939 but I think civilized people don't buy gold. They invest in productive businesses.\"   Munger was no less pithy in talking about Berkshire, which made both he and Buffett billionaires and many early shareholders rich as well.   \"I think part of the popularity of Berkshire Hathaway is that we look like people who have found a trick,\" Munger said in 2010. \"It's not brilliance. It's just avoiding stupidity.\"   EXPANDING BUFFETT'S HORIZONS   Munger and Buffett did differ politically, with Munger being a Republican and Buffett a Democrat.   They also differed in personal interests.       For example Munger had a passion for architecture, designing buildings such as a huge proposed residence for the University of California, Santa Barbara known as \"Dormzilla,\" while Buffett claimed not to know the color of his bedroom wallpaper.   Yet at Berkshire, the men became inseparable, finishing each other's ideas and according to Buffett never having an argument.   Indeed, when Munger and Buffett would field shareholder questions for five hours at Berkshire's annual meetings, Munger routinely deadpanned after Buffett finished an answer: \"I have nothing to add.\"       More often, he did, prompting applause, laughter or both.   \"I'm slightly less optimistic than Warren is,\" Munger said at the 2023 annual meeting, prompting laughter after Buffett expressed his familiar optimism for America's future. \"I think the best road ahead to human happiness is to expect less.\"   Like Buffett, Munger was a fan of the famed economist Benjamin Graham.   Yet Buffett has credited Munger with pushing him to focus at Berkshire on buying wonderful companies at fair prices, rather than fair companies at wonderful prices.   \"Charlie shoved me in the direction of not just buying bargains, as Ben Graham had taught me,\" Buffett has said. \"It was the power of Charlie's mind. He expanded my horizons.\"   ORACLE OF PASADENA   Fans dubbed Buffett the \"Oracle of Omaha,\" but Munger was held in equal esteem by his own followers, who branded him the \"Oracle of Pasadena\" after his adopted hometown in California.   Munger reserved many of his public comments for annual meetings of Berkshire; his investment vehicle Wesco Financial Corp, which Berkshire bought out in 2011; and Daily Journal Corp, a publishing company he chaired for 45 years.   To fans, Munger was as much the world-weary psychiatrist as a famed investor. Many of his observations were collected in a book, \"Poor Charlie's Almanack: The Wit and Wisdom of Charles T. Munger,\" with a foreword by Buffett.   \"I was raised by people who thought it was a moral duty to be as rational as you could possibly make yourself,\" Munger told Daily Journal shareholders in 2020.   \"That notion,\" he added, \"has served me enormously well.\"   In 2009, during the worst U.S. recession since the Great Depression, he tried to put his followers at ease.   \"If you wait until the economy is working properly to buy stocks, it's almost certainly too late,\" he said at Wesco's annual meeting.   After that gathering, Los Angeles Times columnist and Wesco investor Kathy Kristof wrote about Munger: \"He gives us hope.\"   TETE-A-TETE   Born on Jan. 1, 1924, Munger as a boy once worked part-time at the Omaha grocery run by Buffett's grandfather Ernest.       Buffett also worked there though he and Munger, who was 6-1/2 years older, did not work together.   Munger later enrolled at the University of Michigan, but dropped out to work as a meteorologist in the U.S. Army Air Corps during World War II.   Despite never getting an undergraduate degree, Munger graduated from Harvard Law School in 1948.   He then practiced law in Los Angeles, co-founding the law firm now known as Munger, Tolles & Olson, before turning in the mid-1960s to managing investments in stocks and real estate.   Munger was a success, easily outperforming the broader market between 1962 and 1975 at his investment partnership Wheeler, Munger & Co.   According to Buffett biographer Alice Schroeder, Munger met Buffett in Omaha in 1959, where at a private room at the Omaha Club they \"fell into a tete-a-tete\" after being introduced.   More conversations followed, and they were soon talking by phone for hours on end.   \"Why are you paying so much attention to him?\" Munger's second wife Nancy reportedly asked her husband.   \"You don't understand,\" Munger replied. \"That is no ordinary human being.\"   KNOWING HIS MILIEU   The two shared the \"value investing\" philosophy espoused by Graham, looking for well-run companies with undervalued share prices.   Sometimes Munger and Buffett deemed those companies \"cigar butts,\" meaning they were out of favor but had a few \"puffs\" of life left, but they often proved worth holding onto for decades.   Both generally shunned technology companies and other businesses they claimed not to understand, and they avoided getting burned after the late 1990s dot-com bubble went bust.   Instead, they oversaw purchases such as the BNSF railroad in 2010, and ketchup maker H.J. Heinz Co, which Berkshire and private equity firm 3G Capital bought in 2013. Berkshire and 3G later merged Heinz with Kraft Foods.   It was Munger who suggested that Buffett make one of Berkshire's few non-U.S. investments, in Chinese automobile and battery company BYD Co.   Munger was also responsible for introducing Buffett to Todd Combs, who along with Ted Weschler run parts of Berkshire's investment portfolio.       Unlike Buffett, who opened a Twitter account - seldom used - Munger resisted heading into social media.   \"That's not my milieu. I don't like too many things going on at once,\" he once told Reuters.       But in many other ways, he was much like his business partner, especially in not chasing the latest trends.       \"I am personally skeptical of some of the hype that has gone into artificial intelligence,\" Munger said at the 2023 annual meeting. \"I think old-fashioned intelligence works pretty well.\"   Munger lived modestly and drove his own car, though he used a wheelchair in his final years.   He was also a generous philanthropist, pledging more than $100 million in 2013 to build housing at the University of Michigan.   Nancy Munger died in 2010. Charlie Munger had six children and two stepchildren from his marriages. (Reporting by Jonathan Stempel in New York; editing by Diane Craft and Rosalba O'Brien)((jon.stempel@thomsonreuters.com; +1 646 223 6317; Reuters Messaging: jon.stempel.thomsonreuters.com@reuters.net))","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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","kind":"highlight","pubTimestamp":1694533837,"share":"https://ttm.financial/m/news/2366104580?lang=&edition=fundamental","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":{"MSFT":"微软","PANW":"Palo Alto Networks"},"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":403,"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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":338,"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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","kind":"news","pubTimestamp":1682940220,"share":"https://ttm.financial/m/news/1187573586?lang=&edition=fundamental","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 $167 billion of assets around the time of its failure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967855426,"gmtCreate":1670298658965,"gmtModify":1676538340040,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$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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[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961657674","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961991770,"gmtCreate":1668815754790,"gmtModify":1676538116432,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v>[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v>[Cool]&nbsp;","text":"$NASDAQ(.IXIC)$ [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961991770","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9076860815,"gmtCreate":1657838671338,"gmtModify":1676536067942,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"themes":[],"htmlText":"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","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,"repost":{"id":"2251164617","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1657748115,"share":"https://ttm.financial/m/news/2251164617?lang=&edition=fundamental","pubTime":"2022-07-14 05:35","market":"us","language":"en","title":"BRIEF-Ouster Files Complaint Against Velodyne Lidar USA In Superior Court Of California","url":"https://stock-news.laohu8.com/highlight/detail?id=2251164617","media":"Reuters","summary":"July 13 (Reuters) - Ouster Inc   :   * OUSTER INC - ON JULY 8, 2022, FILED A COMPLAINT AGAINST VELOD","content":"<html><body><p>July 13 (Reuters) - Ouster Inc   :</p><p>   * OUSTER INC - ON JULY 8, 2022, FILED A COMPLAINT AGAINST VELODYNE LIDAR USA, INC. IN THE SUPERIOR COURT OF CALIFORNIA</p><p>Source text: () Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-Ouster Files Complaint Against Velodyne Lidar USA In Superior Court Of California</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBRIEF-Ouster Files Complaint Against Velodyne Lidar USA In Superior Court Of California\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-14 05:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>July 13 (Reuters) - Ouster Inc   :</p><p>   * OUSTER INC - ON JULY 8, 2022, FILED A COMPLAINT AGAINST VELODYNE LIDAR USA, INC. IN THE SUPERIOR COURT OF CALIFORNIA</p><p>Source text: () Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLDR":"威力登激光雷达","BK4562":"SPAC上市公司","BK4157":"电子设备和仪器","BK4537":"激光雷达概念","USA":"Liberty All-Star Equity Fund","OUST":"Ouster Inc."},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251164617","content_text":"July 13 (Reuters) - Ouster Inc   :   * OUSTER INC - ON JULY 8, 2022, FILED A COMPLAINT AGAINST VELODYNE LIDAR USA, INC. IN THE SUPERIOR COURT OF CALIFORNIASource text: () Further company coverage:    ((Reuters.Briefs@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":2734,"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661517180,"share":"https://ttm.financial/m/news/1182117198?lang=&edition=fundamental","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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"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":2139,"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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":1696,"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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","kind":"highlight","pubTimestamp":1657494031,"share":"https://ttm.financial/m/news/2250672431?lang=&edition=fundamental","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":{"JPM":"摩根大通","DAL":"达美航空","WFC":"富国银行","PEP":"百事可乐"},"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":1566,"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663245034,"share":"https://ttm.financial/m/news/1100109920?lang=&edition=fundamental","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":1083,"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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","kind":"highlight","pubTimestamp":1657090987,"share":"https://ttm.financial/m/news/2249258302?lang=&edition=fundamental","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 ~$43.50 at year-end 2026. This would result in ~40% annualized total returns, making PLTR a Strong Buy and giving it plenty of margin of safety, should it fall short of these projections.","news_type":1},"isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059142077,"gmtCreate":1654316189599,"gmtModify":1676535431245,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"themes":[],"htmlText":"In a market that has turned against high valuation, Tesla's 125 PE is it's biggest headwind. Only hot money is keeping this stock floating.&nbsp; Hopefully this continues as the possibility of a 30%&nbsp;drop like&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$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","kind":"news","pubTimestamp":1654300329,"share":"https://ttm.financial/m/news/1175826570?lang=&edition=fundamental","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":834,"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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","kind":"news","pubTimestamp":1653011211,"share":"https://ttm.financial/m/news/2236670897?lang=&edition=fundamental","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 $141, and at an earnings multiple well above 20 is far from a value pick. Apple was a great value pick when it traded at earnings multiples of 10-15 years ago. But today, even following a sizeable downturn in recent months, AAPL is still pricey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065516748,"gmtCreate":1652222779884,"gmtModify":1676535053201,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"themes":[],"htmlText":"The numbers are fantastic,&nbsp;but market movers chose to drop&nbsp;<a href=\"https://ttm.financial/S/SOFI\">$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","kind":"news","pubTimestamp":1652215660,"share":"https://ttm.financial/m/news/2234464573?lang=&edition=fundamental","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":{"BK4166":"消费信贷","BK4549":"软银资本持仓","BK4535":"淡马锡持仓","SOFI":"SoFi Technologies Inc.","BK4551":"寇图资本持仓"},"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 $37.74M.Shares -12%.New Member Adds of 408,000; Quarter-End Total Members Up 70% Year-over-Year to Nearly 3.9 MillionNew Product Adds of 689,000; Quarter-End Total Products Up 84% Year-over-Year to Nearly 5.9 Million","news_type":1},"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585470994468822","authorId":"3585470994468822","name":"InvisibleP","avatar":"https://static.itradeup.com/news/13510d2c4ac014319931fb49792d17eb","crmLevel":3,"crmLevelSwitch":0,"idStr":"3585470994468822","authorIdStr":"3585470994468822"},"content":"What price can enter?","text":"What price can enter?","html":"What price can enter?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085193935,"gmtCreate":1650668709013,"gmtModify":1676534771972,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$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":1628,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581840130059040","authorId":"3581840130059040","name":"tungleh","avatar":"https://static.itradeup.com/news/e7cd8f0c265e9dabe49dea7b97ffe6b9","crmLevel":2,"crmLevelSwitch":1,"idStr":"3581840130059040","authorIdStr":"3581840130059040"},"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657197040,"share":"https://ttm.financial/m/news/1104670707?lang=&edition=fundamental","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":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"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":973,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564398446314499","authorId":"3564398446314499","name":"Gibbie","avatar":"https://static.tigerbbs.com/ac29ad2a0a11289a908ae00b770dc0c5","crmLevel":6,"crmLevelSwitch":0,"idStr":"3564398446314499","authorIdStr":"3564398446314499"},"content":"productivity or magic","text":"productivity or magic","html":"productivity or magic"}],"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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","kind":"highlight","pubTimestamp":1657506516,"share":"https://ttm.financial/m/news/2250644563?lang=&edition=fundamental","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":{"TSLA":"特斯拉","TWTR":"Twitter"},"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":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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","kind":"news","pubTimestamp":1659664618,"share":"https://ttm.financial/m/news/1139151693?lang=&edition=fundamental","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":838,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104787151185040","authorId":"4104787151185040","name":"surfer guy","avatar":"https://static.itradeup.com/news/eea43cb801a5d1c6b14b71021b904caa","crmLevel":2,"crmLevelSwitch":0,"idStr":"4104787151185040","authorIdStr":"4104787151185040"},"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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","kind":"news","pubTimestamp":1657881770,"share":"https://ttm.financial/m/news/1139898155?lang=&edition=fundamental","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":{".SPX":"S&P 500 Index",".DJI":"道琼斯","PINS":"Pinterest, Inc.",".IXIC":"NASDAQ Composite"},"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":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995497522,"gmtCreate":1661492604368,"gmtModify":1676536530231,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"themes":[],"htmlText":"Each to his own.&nbsp;Negative writers like this have been proven wrong multiple times by Jensen Huang, and I'm sure he's not about to roll over and allow it to&nbsp;tank this time around either.&nbsp;Yesterday's post market drop of -4% ($166) after ER quickly rebounded to almost $180, betting NVDA will bounce back.&nbsp;Marketbeat still put it at Moderate Buy despite the negative sentiments (pic).","listText":"Each to his own.&nbsp;Negative writers like this have been proven wrong multiple times by Jensen Huang, and I'm sure he's not about to roll over and allow it to&nbsp;tank this time around either.&nbsp;Yesterday's post market drop of -4% ($166) after ER quickly rebounded to almost $180, betting NVDA will bounce back.&nbsp;Marketbeat still put it at Moderate Buy despite the negative sentiments (pic).","text":"Each to his own. Negative writers like this have been proven wrong multiple times by Jensen Huang, and I'm sure he's not about to roll over and allow it to tank this time around either. Yesterday's post market drop of -4% ($166) after ER quickly rebounded to almost $180, betting NVDA will bounce back. Marketbeat still put it at Moderate Buy despite the negative sentiments (pic).","images":[{"img":"https://community-static.tradeup.com/news/b4596e2b946a03347e6b81b85e066fc8"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":36,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995497522","repostId":"1130817581","repostType":4,"repost":{"id":"1130817581","kind":"news","pubTimestamp":1661486292,"share":"https://ttm.financial/m/news/1130817581?lang=&edition=fundamental","pubTime":"2022-08-26 11:58","market":"us","language":"en","title":"Nvidia Stock: Get Out Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1130817581","media":"Seeking Alpha","summary":"SummaryNvidia reported horrible Q2 numbers and provided disappointing guidance for the next quarter.","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia reported horrible Q2 numbers and provided disappointing guidance for the next quarter.</li><li>However, with cryptocurrency mining GPU demand in deep decline, Nvidia&#39;s problems could last longer than a few quarters.</li><li>Nvidia&#39;s valuation is still high, and earnings estimates should see more downward revisions.</li><li>I&#39;m comfortable about revisiting this stock in the $100-120 range, but for now, Nvidia is a sell.</li></ul><p>NVIDIA Corporation&#39;s (NASDAQ:NVDA) market cap reached an absurd high of more than $800 billion during the tech-top in November 2021. During this bubble phase, Nvidia&#39;s stock hit an all-time high of around $350, trading at more than 100 times TTM non-GAAP EPS (approximately 40 times TTM sales). Then, the Fed pricked the ultra-high multiple bubble, and many stocks, including Nvidia, crashed.</p><p>I warned about the &#34;Epic Drop&#34; in my late-November article, and one of my prime examples of the coming crash was Nvidia. However, despite being one of the most shockingly overvalued stocks of its time, Nvidia&#39;s problems run much deeper than the typical temporary overvalued company.</p><p>Nvidia reported earnings in line with its preannounced figures but well below prior guidance and analysts&#39; estimates. Moreover, the company&#39;s guidance was disappointing. Nvidia is not only suffering from overvaluation problems and a challenging macroeconomic backdrop. The company has entered a severe decline phase, and the market is probably underestimating how serious the situation is for Nvidia.</p><p>The company faces several challenging headwinds to its top line, and its bottom line may continue deteriorating in the coming quarters. Therefore, we will probably see earnings estimates and EPS decrease more than anticipated. Meanwhile, the stock should attempt to find a base, but a reasonable entry price may be around $100-120.</p><p><b>The Bubble Days Are Over - More Downside Ahead</b><img src=\"https://static.tigerbbs.com/3f1f84840d4c1f577471f0d35df1f240\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/></p><p>NVDA(StockCharts.com)</p><p>This is only a three-year chart of Nvidia. So, we see that before the recent decline phase Nvidia skyrocketed by nearly 10X in just around two years. So, what occurred in this time frame? Why did we see such remarkable demand for Nvidia stock?</p><p>We can point to several elements. Nvidia weathered the coronavirus slow down better than many other companies as much of its gaming business is related to gaming. Then, Nvidia received a post-coronavirus recovery boost as well. The company&#39;s revenues surged by 40-60% or more in many quarters in 2020/2021, and investors loved its performance and stock.</p><p>The insatiable demand pushed the stock to grossly overbought and ludicrously overvalued levels (roughly 40 times trailing sales). However, what was the true catalyst behind this move? The company claimed that it benefited from surging gaming-related revenues. However, earlier this year, Nvidia settled with the SECfor failing to disclose its cryptocurrency-related sales.</p><p>A significant portion of Nvidia&#39;s GPU sales went towards cryptocurrency mining. Unfortunately, we cannot know precisely how much of the GPU sales were cryptocurrency related as the company did not disclose the numbers. However, we know that Nvidia&#39;s GPUs were widely used in Ethereum and other cryptocurrency mining, but sadly for the company, these sales are ending.</p><p><b>The End Of An Era</b></p><p>Nvidia&#39;s revenues benefited greatly from surging Ethereum and other cryptocurrency-related sales. When we look at Nvidia&#39;s surging sales in 2020/2021, this time frame coincides with the significant bull market in Ethereum and other digital assets. However, now the company is reporting sharp drops in sales. Nvidia&#39;s cryptocurrency mining processor (&#34;CMP&#34;) sales were down by66% YoY to just $140 million last quarter. While the company has a CMP GPU line dedicated to cryptocurrency mining, some of its gaming GPUs also went to cryptocurrency miners.</p><p>The massive problem Nvidia faces now is Ethereum&#39;s pivot away from GPU mining. Ethereum has been the driver of cryptocurrency-related mining GPU sales in recent years. However, Ethereum is moving away from intensive GPU mining, and the switch from proof-of-work to the proof-of-stake protocol should be complete soon.</p><p>Proof-of-stake is far less intensive and requires nothing near the computing power of proof-of-work. Therefore, the Ethereum network will not need a growing number of GPUs. On the contrary, as we advance, there will probably be a remarkably high number of unneeded GPUs.</p><p>Another reason why Nvidia&#39;s revenues spiked so rapidly was the GPU shortage. You&#39;d be lucky to get a quality GPU at MSRPin 2020/2021. Due to the GPU shortage, Nvidia&#39;s graphic cards could sell for two times MSRP or higher in many cases throughout this time frame. Naturally, this phenomenon significantly contributed to the company&#39;s skyrocketing revenues. We can presume that this dynamic occurred partially due to the substantial demand from the cryptocurrency segment.</p><p><b>What We Are Left With Now</b></p><p>Ethereum is moving away from GPU mining. Bitcoin and other digital assets rely more on ASIC miners over GPUs. We see Nvidia&#39;s CMP GPU sales are crashing, and general &#34;gaming&#34; revenues have declined by 33%YoY. Therefore, Nvidia faces a severe problem. A substantial portion of the company&#39;s gains may be gone permanently.</p><p>Additionally, Nvidia will no longer benefit from the cryptocurrency segment&#39;s growth. Moreover, the company will no longer benefit from the surging GPU prices it saw in 2020/2021. Instead, Nvidia faces the problem of cheaper GPUs, lower margins, and worsening profitability as the company moves forward.</p><p><b>Nvidia RTX 3080 Price Decline</b></p><p><img src=\"https://static.tigerbbs.com/25c65b3c0628b532f5748f8d4c917726\" tg-width=\"640\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia RTX 3080(the verge.com )</p><p>We&#39;ve seen a price drop of about 65% for Nvidia&#39;s RTX 3080 GPU since the price peaked last year. This image captures Nvidia&#39;s GPU market and the company&#39;s problem. We will probably see prices stabilize and possibly move up marginally. However, we will not likely see significant price rises any time soon. After years of shortages, the market is oversaturated with Nvidia&#39;s GPUs. We are now seeing the opposite effect and probably have not yet seen the full impact of the oversupply. We must consider that unwanted mining GPUs could further flood the market, exacerbating the supply/demand issue.</p><p><b>We See It In The Results</b><img src=\"https://static.tigerbbs.com/1d7cfe94a82a2e7b2f943115d8e70bcc\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia 8-K(investor.nvidia.com)</p><p>Nvidia&#39;s Q2 results were shockingly poor, and &#34;challenging macroeconomic conditions&#34; do not justify a 19% QoQ revenue drop. Less than one year ago, Nvidia was valued at more than 100 times trailing earnings and now sees YoY growth of just 3% YoY. Moreover, despite only a 3% revenue gain, the company&#39;s operating expenses surged by 36% YoY. Therefore, we see gross margins down substantially, operating income down by 80%, and net income down by 72%.</p><p><b>Now, Let&#39;s Check the Guidance</b><img src=\"https://static.tigerbbs.com/886574b4a6331498106528a2834f5675\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia Q3 guidance(investor.nvidia.com)</p><p>The company guided to just $5.9 billion in revenues for Q3, 15% below the consensus forecast of$6.95 billion. $5.9 billion will be the company&#39;s second consecutive QoQ decline, equating to a YoY drop of 17%. Additionally, the company guided GAAP and non-GAAP gross margins of 62.4% and 65%. However, such a substantial rebound in gross margin will be challenging to achieve, and the company may report gross margins closer to 45-50%, substantially worse than its forecasts. Nvidia&#39;s GPU segment may continue struggling, leading to lower profitability and a worsening long-term image for the company.</p><p><b>Valuation - Still Too High</b></p><p>Nvidia has gone through a severe repricing phase. While the stock is not trading near 100 times TTM earnings, it&#39;s still expensive. Also, we must consider that the market began revising Nvidia&#39;s earnings lower and may not be done.</p><p><b>EPS Revisions</b></p><p><img src=\"https://static.tigerbbs.com/a56bd255c30f267c1fc7d8825b330556\" tg-width=\"640\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>EPS revisions(SeekingAlpha.com )</p><p>We see that the EPS forecast trend is lower here. However, considering that Nvidia recently came out with a horrible preannouncement and even more recently provided disappointing guidance, estimates should still go lower. Furthermore, EPS estimates may be too optimistic, as it is unclear whether Nvidia will have such impressive EPS growth in future years.</p><p><b>EPS Estimates</b></p><p><img src=\"https://static.tigerbbs.com/699c23f05dea3cbeb873da0db62a239d\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>EPS estimates(SeekingAlpha.com)</p><p>One factor seems clear. The stock is still too expensive here. With an expected EPS of $3.75 this year, Nvidia&#39;s P/E ratio is 45, still very high. EPS projections are for $5.46 next year. However, this figure seems too high, cannot be trusted, and will likely get revised lower. Nevertheless, even if we apply the $5.46 EPS estimates, we still arrive at a P/E of more than 30 for Nvidia. Over thirty times questionable projected earnings is a high price for a company facing significant top and bottom line pressures and will probably see more earnings estimate declines.</p><p>I anticipate that Nvidia could earn towards the lower end of current estimates, roughly $4 in EPS in fiscal 2024. Also, Nvidia deserves a lower P/E multiple due to poor performance and uncertainty. I&#39;m comfortable with a forward P/E of 25-30 on a projected EPS of $4 for next year. This dynamic brings us to a buy-in price target of $100-120. In this range, Nvidia becomes a buy, but now at $170, the stock is a sell in my view. I will revisit this stock in the $100-120 range. Until then, there are better stocks to buy.</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>Nvidia Stock: Get Out Now</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\">\nNvidia Stock: Get Out Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537078-nvidia-get-out-now?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A5><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia reported horrible Q2 numbers and provided disappointing guidance for the next quarter.However, with cryptocurrency mining GPU demand in deep decline, Nvidia's problems could last longer ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537078-nvidia-get-out-now?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4537078-nvidia-get-out-now?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130817581","content_text":"SummaryNvidia reported horrible Q2 numbers and provided disappointing guidance for the next quarter.However, with cryptocurrency mining GPU demand in deep decline, Nvidia's problems could last longer than a few quarters.Nvidia's valuation is still high, and earnings estimates should see more downward revisions.I'm comfortable about revisiting this stock in the $100-120 range, but for now, Nvidia is a sell.NVIDIA Corporation's (NASDAQ:NVDA) market cap reached an absurd high of more than $800 billion during the tech-top in November 2021. During this bubble phase, Nvidia's stock hit an all-time high of around $350, trading at more than 100 times TTM non-GAAP EPS (approximately 40 times TTM sales). Then, the Fed pricked the ultra-high multiple bubble, and many stocks, including Nvidia, crashed.I warned about the \"Epic Drop\" in my late-November article, and one of my prime examples of the coming crash was Nvidia. However, despite being one of the most shockingly overvalued stocks of its time, Nvidia's problems run much deeper than the typical temporary overvalued company.Nvidia reported earnings in line with its preannounced figures but well below prior guidance and analysts' estimates. Moreover, the company's guidance was disappointing. Nvidia is not only suffering from overvaluation problems and a challenging macroeconomic backdrop. The company has entered a severe decline phase, and the market is probably underestimating how serious the situation is for Nvidia.The company faces several challenging headwinds to its top line, and its bottom line may continue deteriorating in the coming quarters. Therefore, we will probably see earnings estimates and EPS decrease more than anticipated. Meanwhile, the stock should attempt to find a base, but a reasonable entry price may be around $100-120.The Bubble Days Are Over - More Downside AheadNVDA(StockCharts.com)This is only a three-year chart of Nvidia. So, we see that before the recent decline phase Nvidia skyrocketed by nearly 10X in just around two years. So, what occurred in this time frame? Why did we see such remarkable demand for Nvidia stock?We can point to several elements. Nvidia weathered the coronavirus slow down better than many other companies as much of its gaming business is related to gaming. Then, Nvidia received a post-coronavirus recovery boost as well. The company's revenues surged by 40-60% or more in many quarters in 2020/2021, and investors loved its performance and stock.The insatiable demand pushed the stock to grossly overbought and ludicrously overvalued levels (roughly 40 times trailing sales). However, what was the true catalyst behind this move? The company claimed that it benefited from surging gaming-related revenues. However, earlier this year, Nvidia settled with the SECfor failing to disclose its cryptocurrency-related sales.A significant portion of Nvidia's GPU sales went towards cryptocurrency mining. Unfortunately, we cannot know precisely how much of the GPU sales were cryptocurrency related as the company did not disclose the numbers. However, we know that Nvidia's GPUs were widely used in Ethereum and other cryptocurrency mining, but sadly for the company, these sales are ending.The End Of An EraNvidia's revenues benefited greatly from surging Ethereum and other cryptocurrency-related sales. When we look at Nvidia's surging sales in 2020/2021, this time frame coincides with the significant bull market in Ethereum and other digital assets. However, now the company is reporting sharp drops in sales. Nvidia's cryptocurrency mining processor (\"CMP\") sales were down by66% YoY to just $140 million last quarter. While the company has a CMP GPU line dedicated to cryptocurrency mining, some of its gaming GPUs also went to cryptocurrency miners.The massive problem Nvidia faces now is Ethereum's pivot away from GPU mining. Ethereum has been the driver of cryptocurrency-related mining GPU sales in recent years. However, Ethereum is moving away from intensive GPU mining, and the switch from proof-of-work to the proof-of-stake protocol should be complete soon.Proof-of-stake is far less intensive and requires nothing near the computing power of proof-of-work. Therefore, the Ethereum network will not need a growing number of GPUs. On the contrary, as we advance, there will probably be a remarkably high number of unneeded GPUs.Another reason why Nvidia's revenues spiked so rapidly was the GPU shortage. You'd be lucky to get a quality GPU at MSRPin 2020/2021. Due to the GPU shortage, Nvidia's graphic cards could sell for two times MSRP or higher in many cases throughout this time frame. Naturally, this phenomenon significantly contributed to the company's skyrocketing revenues. We can presume that this dynamic occurred partially due to the substantial demand from the cryptocurrency segment.What We Are Left With NowEthereum is moving away from GPU mining. Bitcoin and other digital assets rely more on ASIC miners over GPUs. We see Nvidia's CMP GPU sales are crashing, and general \"gaming\" revenues have declined by 33%YoY. Therefore, Nvidia faces a severe problem. A substantial portion of the company's gains may be gone permanently.Additionally, Nvidia will no longer benefit from the cryptocurrency segment's growth. Moreover, the company will no longer benefit from the surging GPU prices it saw in 2020/2021. Instead, Nvidia faces the problem of cheaper GPUs, lower margins, and worsening profitability as the company moves forward.Nvidia RTX 3080 Price DeclineNvidia RTX 3080(the verge.com )We've seen a price drop of about 65% for Nvidia's RTX 3080 GPU since the price peaked last year. This image captures Nvidia's GPU market and the company's problem. We will probably see prices stabilize and possibly move up marginally. However, we will not likely see significant price rises any time soon. After years of shortages, the market is oversaturated with Nvidia's GPUs. We are now seeing the opposite effect and probably have not yet seen the full impact of the oversupply. We must consider that unwanted mining GPUs could further flood the market, exacerbating the supply/demand issue.We See It In The ResultsNvidia 8-K(investor.nvidia.com)Nvidia's Q2 results were shockingly poor, and \"challenging macroeconomic conditions\" do not justify a 19% QoQ revenue drop. Less than one year ago, Nvidia was valued at more than 100 times trailing earnings and now sees YoY growth of just 3% YoY. Moreover, despite only a 3% revenue gain, the company's operating expenses surged by 36% YoY. Therefore, we see gross margins down substantially, operating income down by 80%, and net income down by 72%.Now, Let's Check the GuidanceNvidia Q3 guidance(investor.nvidia.com)The company guided to just $5.9 billion in revenues for Q3, 15% below the consensus forecast of$6.95 billion. $5.9 billion will be the company's second consecutive QoQ decline, equating to a YoY drop of 17%. Additionally, the company guided GAAP and non-GAAP gross margins of 62.4% and 65%. However, such a substantial rebound in gross margin will be challenging to achieve, and the company may report gross margins closer to 45-50%, substantially worse than its forecasts. Nvidia's GPU segment may continue struggling, leading to lower profitability and a worsening long-term image for the company.Valuation - Still Too HighNvidia has gone through a severe repricing phase. While the stock is not trading near 100 times TTM earnings, it's still expensive. Also, we must consider that the market began revising Nvidia's earnings lower and may not be done.EPS RevisionsEPS revisions(SeekingAlpha.com )We see that the EPS forecast trend is lower here. However, considering that Nvidia recently came out with a horrible preannouncement and even more recently provided disappointing guidance, estimates should still go lower. Furthermore, EPS estimates may be too optimistic, as it is unclear whether Nvidia will have such impressive EPS growth in future years.EPS EstimatesEPS estimates(SeekingAlpha.com)One factor seems clear. The stock is still too expensive here. With an expected EPS of $3.75 this year, Nvidia's P/E ratio is 45, still very high. EPS projections are for $5.46 next year. However, this figure seems too high, cannot be trusted, and will likely get revised lower. Nevertheless, even if we apply the $5.46 EPS estimates, we still arrive at a P/E of more than 30 for Nvidia. Over thirty times questionable projected earnings is a high price for a company facing significant top and bottom line pressures and will probably see more earnings estimate declines.I anticipate that Nvidia could earn towards the lower end of current estimates, roughly $4 in EPS in fiscal 2024. Also, Nvidia deserves a lower P/E multiple due to poor performance and uncertainty. I'm comfortable with a forward P/E of 25-30 on a projected EPS of $4 for next year. This dynamic brings us to a buy-in price target of $100-120. In this range, Nvidia becomes a buy, but now at $170, the stock is a sell in my view. I will revisit this stock in the $100-120 range. Until then, there are better stocks to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9077199589,"gmtCreate":1658462840741,"gmtModify":1676536163625,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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,"repost":{"id":"2253218357","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658416354,"share":"https://ttm.financial/m/news/2253218357?lang=&edition=fundamental","pubTime":"2022-07-21 23:12","market":"fut","language":"en","title":"LIVE MARKETS-Morgan Stanley shows Apple the way back to $3 trillion - focus on subscriptions","url":"https://stock-news.laohu8.com/highlight/detail?id=2253218357","media":"Reuters","summary":"* Nasdaq edges green, S&P 500 just below flat, Dow off ~0.6%   * Energy weakest major S&P sector; co","content":"<html><body><p>* Nasdaq edges green, S&amp;P 500 just below flat, Dow off ~0.6%</p><p>   * Energy weakest major S&amp;P sector; cons disc leads gainers</p><p>   * Euro STOXX 600 index up ~0.2%</p><p>   * Dollar slips; gold up; crude off ~4%, bitcoin drops ~3%</p><p>   * U.S. 10-Year Treasury yield slides to ~2.93%</p><p>    July 21 - Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com</p><p>   MORGAN STANLEY SHOWS APPLE THE WAY BACK TO $3 TRILLION - FOCUS ON SUBSCRIPTIONS (1112 EDT/1512 GMT)</p><p>   A shift to a subscription-like model could add roughly $1 trillion to Apple's current market capitalization, said analysts at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>. </p><p>   The i-Phone maker    became the first company to hit a $3 trillion stock market value in early January this year as investors bet that consumers will continue to shell out top dollar for iPhones, MacBooks and services such as Apple TV and Apple Music.  </p><p>   Apple's stock price has fallen more than 16% since then, leading to a nearly $500 billion loss in market capitalization.</p><p>   While Apple is valued as a \"traditional – albeit best-in-class – technology hardware platform,\" investors are more likely to gravitate towards a more \"lifetime value (LTV) based valuation approach,\" wrote the Morgan Stanley analysts in a note. </p><p>   The LTV model can unlock about $1 trillion in market capitalization for Apple and suggest long-term valuation upside to over $200 per share, according to Morgan Stanley, with a more complete shift to a subscription model and sustained installed base and spend per user growth.</p><p>   The analysts argued that Apple already meets most of the five key characteristics that lead to a successful subscription business and still trades at a significant discount to most subscription models, showing the market is not underwriting long-term cash flow stability at Apple like it does with true subscription businesses.</p><p>   The <a href=\"https://laohu8.com/S/AONE.U\">one</a> subscription model characteristic that Apple doesn't fully meet, they added, is widespread subscription pricing.</p><p>   Overall, Morgan Stanley rated Apple as \"overweight\" with a price target of $180 - implying a 2.7% downside compared to the median price target of $185.</p><p>   (Bansari Mayur Kamdar)    </p><p>   *****</p><p>   COOLER DAYS FORECAST: JOBLESS CLAIMS, PHILLY FED (1049 EDT/1449 GMT)</p><p>   On this sweltering Thursday, with much of the Western world in the grip of a heatwave, market participants were treated to a tall, ice cold glass of indicators suggesting the U.S. economy is cooling down.   </p><p>   The number of U.S. workers filing first-time applications for unemployment benefits    rose last week to 251,000, the highest level since last November.  </p><p>   The Labor Department's initial claims overshot consensus by 11,000 and showed a 2.9% increase over the previous week.</p><p>   It also marked a 51.2% increase from the mid-March trough, which bottomed out at 166,000, the lowest number in generations.</p><p>   Although the Labor market remains tight - there are essentially 1.9 unfilled jobs for every unemployed worker - the upward claims trend - to a level comfortably within the range associated with healthy labor market churn - suggests a decreasing reticence on the part of U.S. employers to hand out pink slips.</p><p>   The report \"suggests that turnover may be increasing somewhat as businesses see a slowdown or start to prepare for one,\" writes Thomas Simons, money market economist at Jefferies. \"However, the low levels of continuing claims suggest that people who are losing their jobs are still able to find another one rather quickly.\"</p><p>   Ongoing claims   , reported on a one-week lag, increased by 3.8% to 1.384 million, still more than 18% below the 1.7 million pre-COVID level.</p><p>   A separate report showed mid-Atlantic factory activity in July surprised analysts by showing the steepest contraction since pandemic shutdowns brought the economy to a screeching halt.</p><p>   The Philadelphia Fed's Business Index   , (alias Philly Fed) delivered a reading of -12.3, a sharp pullback from June's -3.3 print.</p><p>   Excluding the COVID shock, it's the worst Philly Fed reading in a decade, and provides a mixed picture of east coast manufacturing. Last Friday the NY Fed's Empire State index bouncing back into expansion territory with a reading of 11.1.</p><p>   A Philly Fed/Empire State number above zero signifies monthly expansion, below that line indicates contraction.</p><p>   The bleakest aspect of the report showed the crucial new orders component plunged to -24.8. But relentlessly glass-half-full types could find a glimmer of good news in the pull-back of the prices paid subindex, which cooled down by 19% to 52.2.</p><p>   Lower input costs associated with the plummeting prices paid component bodes well for the inflation picture.</p><p>   \"These moves are consistent with a host of other evidence signaling that supply constraints are rapidly morphing into supply gluts, which mean that the current hugely elevated level of margins across the goods distribution chain cannot possibly be sustained,\" says Ian Shepherdson, chief economist at Pantheon Macroeconomics. \"This is the single strongest argument for expecting core inflation to fall faster than the Fed and markets expect over the next year.\"</p><p>   Here's a look at the Philly Fed and Empire State indexes:</p><p>   Wall Street is lower, having fluctuated earlier, as investors weigh generally upbeat earnings against cooler than expected data, which fueled recession worries even as it raised the possibility of Fed policy easing after Labor Day.</p><p>   (Stephen Culp)</p><p>   *****</p><p>    U.S. STOCKS SOFTEN, BUT GROWTH SHOWS RELATIVE STRENGTH (1018 EDT/1418 GMT)</p><p>   After a mixed, choppy start, the main U.S indexes have grown heavy in early trade.   </p><p>   The Dow industrials    is leading declines with a loss of more than 0.5%, and energy    is the weakest major S&amp;P 500 sector. NYMEX crude futures    are lower on the day. </p><p>   Airline stocks    are also weak after United Airlines</p><p>  profit disappointed.  </p><p>   FANG stocks   , however, are positive after electric-car maker Tesla    topped Wall Street's profit target.   With this, consumer discretionary    is among top-performing groups.</p><p>   Of note, S&amp;P 500 growth    is outperforming value    for a third-straight session. In fact, growth is on pace for its best month versus value since June of last year.</p><p>   Here is a snapshot of where markets stood shortly after 1000 EDT:</p><p>   (Terence Gabriel)</p><p>   *****</p><p>   THURSDAY’S TIPS AUCTION TO OFFER CLUES ON INFLATION EXPECTATIONS (0945 EDT/1345 GMT)</p><p>   A $17 billion sale of 10-year Treasury Inflation-Protected Securities <a href=\"https://laohu8.com/S/TIPS\">$(TIPS)$</a> on Thursday will offer new clues into whether investors continue to be worried about rising inflation, and how much demand there is to hedge against it.</p><p>   The sale “will offer a timely update on demand for inflation protection following last week’s CPI print and ahead of what is almost certainly going to be a 75 bp hike from Powell on Wednesday,” Ben Jeffery and Ian Lyngen, strategists at BMO Capital Markets said in a note.</p><p>   TIPS have increased in popularity as investors seek protection against soaring inflation, which is rising at the fastest pace in four decades. Some investors, however, have speculated that the peak in rising price pressures may be near.</p><p>   Investors may seek higher yields in order to buy the TIPS if they think inflation could be nearing a top. “If in fact peak inflation is at hand or behind us, and central banks remain committed to contain rising prices, there is certainly the argument to be made for a larger concession today.” BMO said.</p><p>   Thursday’s sale, at 1 pm EDT, is the largest on record, which could also make higher yields at the auction likely. The 10-year TIPS yields were last at 0.638%. They are up from a low of minus 1.243% in November.   </p><p>   (Karen Brettell)</p><p>   *****  </p><p>   NASDAQ COMPOSITE: TROOPS SHOW MORALE CHANGE (0900 EDT/1300 GMT)</p><p>   The Nasdaq Composite    ended Wednesday above a key technical hurdle for a second straight session. </p><p>   Meanwhile, the Nasdaq daily advance/decline (A/D) line has cleared several of its own significant barriers:</p><p>   The IXIC has now closed above its 50-day moving average <a href=\"https://laohu8.com/S/DMA\">$(DMA)$</a> for two-straight days. The tech-laden index was last above this closely watched intermediate-term moving average in early April.</p><p>   With this, the A/D line has cleared a channel resistance line drawn from early November of last year, or just prior to the Composite's record highs.</p><p>   Additionally, the breadth measure has also now closed above its 50-DMA. Although, the A/D line saw two separate minor closes above its 50-DMA in late March and early April, it failed at the channel barrier. So, it is now above both hurdles suggesting it is seeing a more significant upside turn.</p><p>   With the great mass of Nasdaq troops showing a positive change in morale, the IXIC's charge has the potential to be more forceful. This, as another breadth/momentum measure challenges its own barriers - click here:  </p><p>   In terms of the Composite's next resistance hurdles, it faces congestion at its early-June high and mid-March low in the 12,320/12,555 area. The descending 100-DMA ended Wednesday within this zone at 12,455. This longer-term moving average capped IXIC strength in mid-January and again in late March and early April.</p><p>   If both the Composite and the A/D line retreat back below their 50-DMA's it can suggest they are once again fleeing from the fight. </p><p>   (Terence Gabriel)</p><p>   *****  </p><p>   FOR THURSDAY'S LIVE MARKETS' POSTS PRIOR TO 0900 EDT/1300 GMT - CLICK HERE:  </p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ IXICAD07212022     earlytrade07212022     Jobless claims     Philly Fed     Apple shares briefly breached the $3 trillion market capitalization on January 3    </p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p>(Terence Gabriel is a Reuters market analyst. The views expressed are his own)</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>LIVE MARKETS-Morgan Stanley shows Apple the way back to $3 trillion - focus on subscriptions</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\">\nLIVE MARKETS-Morgan Stanley shows Apple the way back to $3 trillion - focus on subscriptions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-21 23:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>* Nasdaq edges green, S&amp;P 500 just below flat, Dow off ~0.6%</p><p>   * Energy weakest major S&amp;P sector; cons disc leads gainers</p><p>   * Euro STOXX 600 index up ~0.2%</p><p>   * Dollar slips; gold up; crude off ~4%, bitcoin drops ~3%</p><p>   * U.S. 10-Year Treasury yield slides to ~2.93%</p><p>    July 21 - Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com</p><p>   MORGAN STANLEY SHOWS APPLE THE WAY BACK TO $3 TRILLION - FOCUS ON SUBSCRIPTIONS (1112 EDT/1512 GMT)</p><p>   A shift to a subscription-like model could add roughly $1 trillion to Apple's current market capitalization, said analysts at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>. </p><p>   The i-Phone maker    became the first company to hit a $3 trillion stock market value in early January this year as investors bet that consumers will continue to shell out top dollar for iPhones, MacBooks and services such as Apple TV and Apple Music.  </p><p>   Apple's stock price has fallen more than 16% since then, leading to a nearly $500 billion loss in market capitalization.</p><p>   While Apple is valued as a \"traditional – albeit best-in-class – technology hardware platform,\" investors are more likely to gravitate towards a more \"lifetime value (LTV) based valuation approach,\" wrote the Morgan Stanley analysts in a note. </p><p>   The LTV model can unlock about $1 trillion in market capitalization for Apple and suggest long-term valuation upside to over $200 per share, according to Morgan Stanley, with a more complete shift to a subscription model and sustained installed base and spend per user growth.</p><p>   The analysts argued that Apple already meets most of the five key characteristics that lead to a successful subscription business and still trades at a significant discount to most subscription models, showing the market is not underwriting long-term cash flow stability at Apple like it does with true subscription businesses.</p><p>   The <a href=\"https://laohu8.com/S/AONE.U\">one</a> subscription model characteristic that Apple doesn't fully meet, they added, is widespread subscription pricing.</p><p>   Overall, Morgan Stanley rated Apple as \"overweight\" with a price target of $180 - implying a 2.7% downside compared to the median price target of $185.</p><p>   (Bansari Mayur Kamdar)    </p><p>   *****</p><p>   COOLER DAYS FORECAST: JOBLESS CLAIMS, PHILLY FED (1049 EDT/1449 GMT)</p><p>   On this sweltering Thursday, with much of the Western world in the grip of a heatwave, market participants were treated to a tall, ice cold glass of indicators suggesting the U.S. economy is cooling down.   </p><p>   The number of U.S. workers filing first-time applications for unemployment benefits    rose last week to 251,000, the highest level since last November.  </p><p>   The Labor Department's initial claims overshot consensus by 11,000 and showed a 2.9% increase over the previous week.</p><p>   It also marked a 51.2% increase from the mid-March trough, which bottomed out at 166,000, the lowest number in generations.</p><p>   Although the Labor market remains tight - there are essentially 1.9 unfilled jobs for every unemployed worker - the upward claims trend - to a level comfortably within the range associated with healthy labor market churn - suggests a decreasing reticence on the part of U.S. employers to hand out pink slips.</p><p>   The report \"suggests that turnover may be increasing somewhat as businesses see a slowdown or start to prepare for one,\" writes Thomas Simons, money market economist at Jefferies. \"However, the low levels of continuing claims suggest that people who are losing their jobs are still able to find another one rather quickly.\"</p><p>   Ongoing claims   , reported on a one-week lag, increased by 3.8% to 1.384 million, still more than 18% below the 1.7 million pre-COVID level.</p><p>   A separate report showed mid-Atlantic factory activity in July surprised analysts by showing the steepest contraction since pandemic shutdowns brought the economy to a screeching halt.</p><p>   The Philadelphia Fed's Business Index   , (alias Philly Fed) delivered a reading of -12.3, a sharp pullback from June's -3.3 print.</p><p>   Excluding the COVID shock, it's the worst Philly Fed reading in a decade, and provides a mixed picture of east coast manufacturing. Last Friday the NY Fed's Empire State index bouncing back into expansion territory with a reading of 11.1.</p><p>   A Philly Fed/Empire State number above zero signifies monthly expansion, below that line indicates contraction.</p><p>   The bleakest aspect of the report showed the crucial new orders component plunged to -24.8. But relentlessly glass-half-full types could find a glimmer of good news in the pull-back of the prices paid subindex, which cooled down by 19% to 52.2.</p><p>   Lower input costs associated with the plummeting prices paid component bodes well for the inflation picture.</p><p>   \"These moves are consistent with a host of other evidence signaling that supply constraints are rapidly morphing into supply gluts, which mean that the current hugely elevated level of margins across the goods distribution chain cannot possibly be sustained,\" says Ian Shepherdson, chief economist at Pantheon Macroeconomics. \"This is the single strongest argument for expecting core inflation to fall faster than the Fed and markets expect over the next year.\"</p><p>   Here's a look at the Philly Fed and Empire State indexes:</p><p>   Wall Street is lower, having fluctuated earlier, as investors weigh generally upbeat earnings against cooler than expected data, which fueled recession worries even as it raised the possibility of Fed policy easing after Labor Day.</p><p>   (Stephen Culp)</p><p>   *****</p><p>    U.S. STOCKS SOFTEN, BUT GROWTH SHOWS RELATIVE STRENGTH (1018 EDT/1418 GMT)</p><p>   After a mixed, choppy start, the main U.S indexes have grown heavy in early trade.   </p><p>   The Dow industrials    is leading declines with a loss of more than 0.5%, and energy    is the weakest major S&amp;P 500 sector. NYMEX crude futures    are lower on the day. </p><p>   Airline stocks    are also weak after United Airlines</p><p>  profit disappointed.  </p><p>   FANG stocks   , however, are positive after electric-car maker Tesla    topped Wall Street's profit target.   With this, consumer discretionary    is among top-performing groups.</p><p>   Of note, S&amp;P 500 growth    is outperforming value    for a third-straight session. In fact, growth is on pace for its best month versus value since June of last year.</p><p>   Here is a snapshot of where markets stood shortly after 1000 EDT:</p><p>   (Terence Gabriel)</p><p>   *****</p><p>   THURSDAY’S TIPS AUCTION TO OFFER CLUES ON INFLATION EXPECTATIONS (0945 EDT/1345 GMT)</p><p>   A $17 billion sale of 10-year Treasury Inflation-Protected Securities <a href=\"https://laohu8.com/S/TIPS\">$(TIPS)$</a> on Thursday will offer new clues into whether investors continue to be worried about rising inflation, and how much demand there is to hedge against it.</p><p>   The sale “will offer a timely update on demand for inflation protection following last week’s CPI print and ahead of what is almost certainly going to be a 75 bp hike from Powell on Wednesday,” Ben Jeffery and Ian Lyngen, strategists at BMO Capital Markets said in a note.</p><p>   TIPS have increased in popularity as investors seek protection against soaring inflation, which is rising at the fastest pace in four decades. Some investors, however, have speculated that the peak in rising price pressures may be near.</p><p>   Investors may seek higher yields in order to buy the TIPS if they think inflation could be nearing a top. “If in fact peak inflation is at hand or behind us, and central banks remain committed to contain rising prices, there is certainly the argument to be made for a larger concession today.” BMO said.</p><p>   Thursday’s sale, at 1 pm EDT, is the largest on record, which could also make higher yields at the auction likely. The 10-year TIPS yields were last at 0.638%. They are up from a low of minus 1.243% in November.   </p><p>   (Karen Brettell)</p><p>   *****  </p><p>   NASDAQ COMPOSITE: TROOPS SHOW MORALE CHANGE (0900 EDT/1300 GMT)</p><p>   The Nasdaq Composite    ended Wednesday above a key technical hurdle for a second straight session. </p><p>   Meanwhile, the Nasdaq daily advance/decline (A/D) line has cleared several of its own significant barriers:</p><p>   The IXIC has now closed above its 50-day moving average <a href=\"https://laohu8.com/S/DMA\">$(DMA)$</a> for two-straight days. The tech-laden index was last above this closely watched intermediate-term moving average in early April.</p><p>   With this, the A/D line has cleared a channel resistance line drawn from early November of last year, or just prior to the Composite's record highs.</p><p>   Additionally, the breadth measure has also now closed above its 50-DMA. Although, the A/D line saw two separate minor closes above its 50-DMA in late March and early April, it failed at the channel barrier. So, it is now above both hurdles suggesting it is seeing a more significant upside turn.</p><p>   With the great mass of Nasdaq troops showing a positive change in morale, the IXIC's charge has the potential to be more forceful. This, as another breadth/momentum measure challenges its own barriers - click here:  </p><p>   In terms of the Composite's next resistance hurdles, it faces congestion at its early-June high and mid-March low in the 12,320/12,555 area. The descending 100-DMA ended Wednesday within this zone at 12,455. This longer-term moving average capped IXIC strength in mid-January and again in late March and early April.</p><p>   If both the Composite and the A/D line retreat back below their 50-DMA's it can suggest they are once again fleeing from the fight. </p><p>   (Terence Gabriel)</p><p>   *****  </p><p>   FOR THURSDAY'S LIVE MARKETS' POSTS PRIOR TO 0900 EDT/1300 GMT - CLICK HERE:  </p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ IXICAD07212022     earlytrade07212022     Jobless claims     Philly Fed     Apple shares briefly breached the $3 trillion market capitalization on January 3    </p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p>(Terence Gabriel is a Reuters market analyst. The views expressed are his own)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QLD":"纳指两倍做多ETF","BK4581":"高盛持仓","DOG":"道指反向ETF","TQQQ":"纳指三倍做多ETF","BK4512":"苹果概念","DWT":"三倍做空原油ETN",".IXIC":"NASDAQ Composite","BK4170":"电脑硬件、储存设备及电脑周边",".DJI":"道琼斯","UDOW":"道指三倍做多ETF-ProShares","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念",".SPX":"S&P 500 Index","BK4553":"喜马拉雅资本持仓","SDOW":"道指三倍做空ETF-ProShares","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","USO":"美国原油ETF","BK4566":"资本集团","SCO":"二倍做空彭博原油指数ETF","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF","DDG":"ProShares做空石油与天然气ETF","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","DUG":"二倍做空石油与天然气ETF(ProShares)","BK4550":"红杉资本持仓","BK4579":"人工智能","AAPL":"苹果","DJX":"1/100道琼斯","UCO":"二倍做多彭博原油ETF","DDM":"道指两倍做多ETF","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4573":"虚拟现实","PSQ":"纳指反向ETF"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253218357","content_text":"* Nasdaq edges green, S&P 500 just below flat, Dow off ~0.6%   * Energy weakest major S&P sector; cons disc leads gainers   * Euro STOXX 600 index up ~0.2%   * Dollar slips; gold up; crude off ~4%, bitcoin drops ~3%   * U.S. 10-Year Treasury yield slides to ~2.93%    July 21 - Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com   MORGAN STANLEY SHOWS APPLE THE WAY BACK TO $3 TRILLION - FOCUS ON SUBSCRIPTIONS (1112 EDT/1512 GMT)   A shift to a subscription-like model could add roughly $1 trillion to Apple's current market capitalization, said analysts at Morgan Stanley.    The i-Phone maker    became the first company to hit a $3 trillion stock market value in early January this year as investors bet that consumers will continue to shell out top dollar for iPhones, MacBooks and services such as Apple TV and Apple Music.     Apple's stock price has fallen more than 16% since then, leading to a nearly $500 billion loss in market capitalization.   While Apple is valued as a \"traditional – albeit best-in-class – technology hardware platform,\" investors are more likely to gravitate towards a more \"lifetime value (LTV) based valuation approach,\" wrote the Morgan Stanley analysts in a note.    The LTV model can unlock about $1 trillion in market capitalization for Apple and suggest long-term valuation upside to over $200 per share, according to Morgan Stanley, with a more complete shift to a subscription model and sustained installed base and spend per user growth.   The analysts argued that Apple already meets most of the five key characteristics that lead to a successful subscription business and still trades at a significant discount to most subscription models, showing the market is not underwriting long-term cash flow stability at Apple like it does with true subscription businesses.   The one subscription model characteristic that Apple doesn't fully meet, they added, is widespread subscription pricing.   Overall, Morgan Stanley rated Apple as \"overweight\" with a price target of $180 - implying a 2.7% downside compared to the median price target of $185.   (Bansari Mayur Kamdar)       *****   COOLER DAYS FORECAST: JOBLESS CLAIMS, PHILLY FED (1049 EDT/1449 GMT)   On this sweltering Thursday, with much of the Western world in the grip of a heatwave, market participants were treated to a tall, ice cold glass of indicators suggesting the U.S. economy is cooling down.      The number of U.S. workers filing first-time applications for unemployment benefits    rose last week to 251,000, the highest level since last November.     The Labor Department's initial claims overshot consensus by 11,000 and showed a 2.9% increase over the previous week.   It also marked a 51.2% increase from the mid-March trough, which bottomed out at 166,000, the lowest number in generations.   Although the Labor market remains tight - there are essentially 1.9 unfilled jobs for every unemployed worker - the upward claims trend - to a level comfortably within the range associated with healthy labor market churn - suggests a decreasing reticence on the part of U.S. employers to hand out pink slips.   The report \"suggests that turnover may be increasing somewhat as businesses see a slowdown or start to prepare for one,\" writes Thomas Simons, money market economist at Jefferies. \"However, the low levels of continuing claims suggest that people who are losing their jobs are still able to find another one rather quickly.\"   Ongoing claims   , reported on a one-week lag, increased by 3.8% to 1.384 million, still more than 18% below the 1.7 million pre-COVID level.   A separate report showed mid-Atlantic factory activity in July surprised analysts by showing the steepest contraction since pandemic shutdowns brought the economy to a screeching halt.   The Philadelphia Fed's Business Index   , (alias Philly Fed) delivered a reading of -12.3, a sharp pullback from June's -3.3 print.   Excluding the COVID shock, it's the worst Philly Fed reading in a decade, and provides a mixed picture of east coast manufacturing. Last Friday the NY Fed's Empire State index bouncing back into expansion territory with a reading of 11.1.   A Philly Fed/Empire State number above zero signifies monthly expansion, below that line indicates contraction.   The bleakest aspect of the report showed the crucial new orders component plunged to -24.8. But relentlessly glass-half-full types could find a glimmer of good news in the pull-back of the prices paid subindex, which cooled down by 19% to 52.2.   Lower input costs associated with the plummeting prices paid component bodes well for the inflation picture.   \"These moves are consistent with a host of other evidence signaling that supply constraints are rapidly morphing into supply gluts, which mean that the current hugely elevated level of margins across the goods distribution chain cannot possibly be sustained,\" says Ian Shepherdson, chief economist at Pantheon Macroeconomics. \"This is the single strongest argument for expecting core inflation to fall faster than the Fed and markets expect over the next year.\"   Here's a look at the Philly Fed and Empire State indexes:   Wall Street is lower, having fluctuated earlier, as investors weigh generally upbeat earnings against cooler than expected data, which fueled recession worries even as it raised the possibility of Fed policy easing after Labor Day.   (Stephen Culp)   *****    U.S. STOCKS SOFTEN, BUT GROWTH SHOWS RELATIVE STRENGTH (1018 EDT/1418 GMT)   After a mixed, choppy start, the main U.S indexes have grown heavy in early trade.      The Dow industrials    is leading declines with a loss of more than 0.5%, and energy    is the weakest major S&P 500 sector. NYMEX crude futures    are lower on the day.    Airline stocks    are also weak after United Airlines  profit disappointed.     FANG stocks   , however, are positive after electric-car maker Tesla    topped Wall Street's profit target.   With this, consumer discretionary    is among top-performing groups.   Of note, S&P 500 growth    is outperforming value    for a third-straight session. In fact, growth is on pace for its best month versus value since June of last year.   Here is a snapshot of where markets stood shortly after 1000 EDT:   (Terence Gabriel)   *****   THURSDAY’S TIPS AUCTION TO OFFER CLUES ON INFLATION EXPECTATIONS (0945 EDT/1345 GMT)   A $17 billion sale of 10-year Treasury Inflation-Protected Securities $(TIPS)$ on Thursday will offer new clues into whether investors continue to be worried about rising inflation, and how much demand there is to hedge against it.   The sale “will offer a timely update on demand for inflation protection following last week’s CPI print and ahead of what is almost certainly going to be a 75 bp hike from Powell on Wednesday,” Ben Jeffery and Ian Lyngen, strategists at BMO Capital Markets said in a note.   TIPS have increased in popularity as investors seek protection against soaring inflation, which is rising at the fastest pace in four decades. Some investors, however, have speculated that the peak in rising price pressures may be near.   Investors may seek higher yields in order to buy the TIPS if they think inflation could be nearing a top. “If in fact peak inflation is at hand or behind us, and central banks remain committed to contain rising prices, there is certainly the argument to be made for a larger concession today.” BMO said.   Thursday’s sale, at 1 pm EDT, is the largest on record, which could also make higher yields at the auction likely. The 10-year TIPS yields were last at 0.638%. They are up from a low of minus 1.243% in November.      (Karen Brettell)   *****     NASDAQ COMPOSITE: TROOPS SHOW MORALE CHANGE (0900 EDT/1300 GMT)   The Nasdaq Composite    ended Wednesday above a key technical hurdle for a second straight session.    Meanwhile, the Nasdaq daily advance/decline (A/D) line has cleared several of its own significant barriers:   The IXIC has now closed above its 50-day moving average $(DMA)$ for two-straight days. The tech-laden index was last above this closely watched intermediate-term moving average in early April.   With this, the A/D line has cleared a channel resistance line drawn from early November of last year, or just prior to the Composite's record highs.   Additionally, the breadth measure has also now closed above its 50-DMA. Although, the A/D line saw two separate minor closes above its 50-DMA in late March and early April, it failed at the channel barrier. So, it is now above both hurdles suggesting it is seeing a more significant upside turn.   With the great mass of Nasdaq troops showing a positive change in morale, the IXIC's charge has the potential to be more forceful. This, as another breadth/momentum measure challenges its own barriers - click here:     In terms of the Composite's next resistance hurdles, it faces congestion at its early-June high and mid-March low in the 12,320/12,555 area. The descending 100-DMA ended Wednesday within this zone at 12,455. This longer-term moving average capped IXIC strength in mid-January and again in late March and early April.   If both the Composite and the A/D line retreat back below their 50-DMA's it can suggest they are once again fleeing from the fight.    (Terence Gabriel)   *****     FOR THURSDAY'S LIVE MARKETS' POSTS PRIOR TO 0900 EDT/1300 GMT - CLICK HERE:      <^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ IXICAD07212022     earlytrade07212022     Jobless claims     Philly Fed     Apple shares briefly breached the $3 trillion market capitalization on January 3       ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>(Terence Gabriel is a Reuters market analyst. The views expressed are his own)","news_type":1},"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074540050,"gmtCreate":1658378008770,"gmtModify":1676536150460,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"themes":[],"htmlText":"The writter seem disappointed that he couldn't write a bad report for Q2 Tesla.&nbsp; He keep highlighting why the results should have been worse than it is. Grudgingly giving the reasons why it's not.&nbsp;Overall, great company management by Elon and team considering a very very challenging quarter.&nbsp;&nbsp;The Market should be grateful for this performance - much needed&nbsp;uptrend support.","listText":"The writter seem disappointed that he couldn't write a bad report for Q2 Tesla.&nbsp; He keep highlighting why the results should have been worse than it is. Grudgingly giving the reasons why it's not.&nbsp;Overall, great company management by Elon and team considering a very very challenging quarter.&nbsp;&nbsp;The Market should be grateful for this performance - much needed&nbsp;uptrend support.","text":"The writter seem disappointed that he couldn't write a bad report for Q2 Tesla. He keep highlighting why the results should have been worse than it is. Grudgingly giving the reasons why it's not. Overall, great company management by Elon and team considering a very very challenging quarter. The Market should be grateful for this performance - much needed uptrend support.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":37,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074540050","repostId":"1198482191","repostType":2,"repost":{"id":"1198482191","kind":"news","pubTimestamp":1658375462,"share":"https://ttm.financial/m/news/1198482191?lang=&edition=fundamental","pubTime":"2022-07-21 11:51","market":"us","language":"en","title":"Tesla Q2 Fair But Not Spectacular","url":"https://stock-news.laohu8.com/highlight/detail?id=1198482191","media":"Seeking Alpha","summary":"SummaryQ2 revenues in line while earnings beat on Bitcoin sales.Automotive margins were a little dis","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Q2 revenues in line while earnings beat on Bitcoin sales.</li><li>Automotive margins were a little disappointing.</li><li>Production ramp to continue nicely in back half of the year.</li></ul><p>After the bell on Wednesday, we received second quarter results from electric vehicle maker Tesla (NASDAQ:TSLA), which can be seen in this shareholder letter. We knew that overall results would be down sequentially from Q1 levels thanks to the Shanghai factory being shut down for a number of weeks. Investors were curious to see how this would impact profitability, especially when combined with two new factories ramping, and what this meant for the second half of 2022.</p><p>As I detailed in my earnings preview article, I wasn&#39;t going to be overly concerned with the headline numbers unless they were really out there one way or another. For the quarter, Tesla came in a little under $17 billion in revenue, right around what the street was expecting. I was a little light all around, except for leasing revenue that dropped sequentially. My guess is that I overestimated the stronger dollar impact here, plus it seems Tesla ramped solar and services a bit more than most expectations. Credit sales also came in higher than I was looking for, but still dropped significantly sequentially thanks to Q1&#39;s one-time benefit. In the graphic below, you can see the overall numbers against my three earnings cases. Dollar values are in millions except per share amounts.</p><p><img src=\"https://static.tigerbbs.com/8fa1c563724b0f9eaf8f641f9c1a5b9e\" tg-width=\"640\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Q2 Results (Author Estimates, Company Report)</p><p>While I was low on revenues, I also was low on the cost of goods sold. I thought Tesla would surprise a bit with margins as it recently has, but that was not the case here. GAAP automotive gross margins fell by 5 percentage points sequentially to 27.9%, falling 90 basis points shy of my estimate, while non-GAAP fell by 3.8 percentage points to 26.2%. Tesla&#39;s gross profit dollar figure came in above my base case but was still below my bull case. The company made nice improvements in energy and services margins as those segments saw revenues jump sequentially.</p><p>On the operating side, Tesla&#39;s expenses came in lower than my projections. Research and development costs dropped about $200 million sequentially, which seems a little odd given all the products the company is supposedly working on at the moment. The major difference here was that restructuring and other costs were $400 million less than I figured. The reason here is that Tesla converted most of its Bitcoin to fiat currency during Q2, so there wasn&#39;t a massive impairment charge that many were looking for. The Bitcoin sale was a surprise given Elon Musk&#39;s past comments about holding the cryptocurrency.</p><p>Tesla&#39;s non-GAAP EPS came in above all three of my cases, mainly driven by the Bitcoin sale and other income items, which can vary wildly from quarter to quarter. Again, I&#39;m not going to make too much of the $2.18 figure beating the $1.80 average street estimate for Q2, given the Bitcoin sale and a variety of other one-time items for the quarter. I&#39;m guessing analysts will call this a &#34;better than feared&#34; quarter, but it wasn&#39;t exactly a blockbuster that bulls can really rally around.</p><p>On the cash flow front, Tesla reported free cash flow of $621 million, a bit less than the just under $1 billion the street was looking for. Tesla&#39;s cash balance rose to more than $18 billion, helped a bit by the Bitcoin sale. The one item that worried me a bit is that despite the huge drop in production, accrued liabilities and accounts payable rose again. This meant that Tesla&#39;s days payable outstanding rose to 80 from 72 in Q1 and 71 at the end of June 2021, so the 80 figure represents the highest value since Tesla started disclosing this metric.</p><p>Cash flow numbers are certainly helped when you continue to stretch out payments to your suppliers. Critics also might say that the Bitcoin sale was due to Tesla being in a little bit of a cash crunch. Even though cash rose to a quarter-ending record, the company reported less interest income in Q2 than it did in Q1, and that&#39;s despite interest rates rising. For a company with over $18 billion in cash, a quarterly interest income figure of just $26 million seems rather low.</p><p>Perhaps the biggest update we got in the shareholder letter was with regard to production capacity. For the first time in a while, Tesla management updated the Shanghai number, which now exceeds 750,000 vehicles a year as the graphic below shows. The company is close to 2 million units per year of installed capacity, and current expectations call for deliveries of about 1.4 million units this year. Tesla continued its forecast for long-term growth of 50% per year but didn&#39;t give an explicit figure for this year in the letter.</p><p><img src=\"https://static.tigerbbs.com/ad4c881ae60c13cff4b7d44453ad349a\" tg-width=\"529\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/></p><p>Q2 Installed Annual Capacity (Q2 Earnings Report)</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 Q2 Fair But Not Spectacular</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 Q2 Fair But Not Spectacular\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524590-tesla-q2-fair-but-not-spectacular?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryQ2 revenues in line while earnings beat on Bitcoin sales.Automotive margins were a little disappointing.Production ramp to continue nicely in back half of the year.After the bell on Wednesday, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524590-tesla-q2-fair-but-not-spectacular?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">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/4524590-tesla-q2-fair-but-not-spectacular?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198482191","content_text":"SummaryQ2 revenues in line while earnings beat on Bitcoin sales.Automotive margins were a little disappointing.Production ramp to continue nicely in back half of the year.After the bell on Wednesday, we received second quarter results from electric vehicle maker Tesla (NASDAQ:TSLA), which can be seen in this shareholder letter. We knew that overall results would be down sequentially from Q1 levels thanks to the Shanghai factory being shut down for a number of weeks. Investors were curious to see how this would impact profitability, especially when combined with two new factories ramping, and what this meant for the second half of 2022.As I detailed in my earnings preview article, I wasn't going to be overly concerned with the headline numbers unless they were really out there one way or another. For the quarter, Tesla came in a little under $17 billion in revenue, right around what the street was expecting. I was a little light all around, except for leasing revenue that dropped sequentially. My guess is that I overestimated the stronger dollar impact here, plus it seems Tesla ramped solar and services a bit more than most expectations. Credit sales also came in higher than I was looking for, but still dropped significantly sequentially thanks to Q1's one-time benefit. In the graphic below, you can see the overall numbers against my three earnings cases. Dollar values are in millions except per share amounts.Tesla Q2 Results (Author Estimates, Company Report)While I was low on revenues, I also was low on the cost of goods sold. I thought Tesla would surprise a bit with margins as it recently has, but that was not the case here. GAAP automotive gross margins fell by 5 percentage points sequentially to 27.9%, falling 90 basis points shy of my estimate, while non-GAAP fell by 3.8 percentage points to 26.2%. Tesla's gross profit dollar figure came in above my base case but was still below my bull case. The company made nice improvements in energy and services margins as those segments saw revenues jump sequentially.On the operating side, Tesla's expenses came in lower than my projections. Research and development costs dropped about $200 million sequentially, which seems a little odd given all the products the company is supposedly working on at the moment. The major difference here was that restructuring and other costs were $400 million less than I figured. The reason here is that Tesla converted most of its Bitcoin to fiat currency during Q2, so there wasn't a massive impairment charge that many were looking for. The Bitcoin sale was a surprise given Elon Musk's past comments about holding the cryptocurrency.Tesla's non-GAAP EPS came in above all three of my cases, mainly driven by the Bitcoin sale and other income items, which can vary wildly from quarter to quarter. Again, I'm not going to make too much of the $2.18 figure beating the $1.80 average street estimate for Q2, given the Bitcoin sale and a variety of other one-time items for the quarter. I'm guessing analysts will call this a \"better than feared\" quarter, but it wasn't exactly a blockbuster that bulls can really rally around.On the cash flow front, Tesla reported free cash flow of $621 million, a bit less than the just under $1 billion the street was looking for. Tesla's cash balance rose to more than $18 billion, helped a bit by the Bitcoin sale. The one item that worried me a bit is that despite the huge drop in production, accrued liabilities and accounts payable rose again. This meant that Tesla's days payable outstanding rose to 80 from 72 in Q1 and 71 at the end of June 2021, so the 80 figure represents the highest value since Tesla started disclosing this metric.Cash flow numbers are certainly helped when you continue to stretch out payments to your suppliers. Critics also might say that the Bitcoin sale was due to Tesla being in a little bit of a cash crunch. Even though cash rose to a quarter-ending record, the company reported less interest income in Q2 than it did in Q1, and that's despite interest rates rising. For a company with over $18 billion in cash, a quarterly interest income figure of just $26 million seems rather low.Perhaps the biggest update we got in the shareholder letter was with regard to production capacity. For the first time in a while, Tesla management updated the Shanghai number, which now exceeds 750,000 vehicles a year as the graphic below shows. The company is close to 2 million units per year of installed capacity, and current expectations call for deliveries of about 1.4 million units this year. Tesla continued its forecast for long-term growth of 50% per year but didn't give an explicit figure for this year in the letter.Q2 Installed Annual Capacity (Q2 Earnings Report)","news_type":1},"isVote":1,"tweetType":1,"viewCount":667,"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/f856a0a30bd0fa23a086fc678014e48b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093854476996450","authorIdStr":"4093854476996450"},"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,"repost":{"id":"2273857971","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1664902671,"share":"https://ttm.financial/m/news/2273857971?lang=&edition=fundamental","pubTime":"2022-10-05 00:57","market":"us","language":"en","title":"Google To Pay $85 Mln Settlement To State Of Arizona In Consumer Fraud Case - Lawyer","url":"https://stock-news.laohu8.com/highlight/detail?id=2273857971","media":"T-Reuters","summary":"Oct 4 (Reuters) - :Google To Pay $85 Million Settlement To The State Of Arizona  In Consumer Fraud C","content":"<html><body><p>Oct 4 (Reuters) - :Google To Pay $85 Million Settlement To The State Of Arizona  In Consumer Fraud Case - Lawyer.Further Company Coverage: Googl.O. ((Reuters.Briefs@Thomsonreuters.Com;)).</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google To Pay $85 Mln Settlement To State Of Arizona In Consumer Fraud Case - Lawyer</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\">\nGoogle To Pay $85 Mln Settlement To State Of Arizona In Consumer Fraud Case - Lawyer\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time\">2022-10-05 00:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Oct 4 (Reuters) - :Google To Pay $85 Million Settlement To The State Of Arizona  In Consumer Fraud Case - Lawyer.Further Company Coverage: Googl.O. ((Reuters.Briefs@Thomsonreuters.Com;)).</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4135":"资产管理与托管银行","STT":"道富银行","GOOGL":"谷歌A"},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273857971","content_text":"Oct 4 (Reuters) - :Google To Pay $85 Million Settlement To The State Of Arizona  In Consumer Fraud Case - Lawyer.Further Company Coverage: Googl.O. ((Reuters.Briefs@Thomsonreuters.Com;)).","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}