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Ironman2002

Ironman2002

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2022-07-19

Good opportunity to buy at the dip

The Big Tech Apples May Have Further to Fall?

2022-04-06

Staying sideline probably is a good strategy for now. Nvidia deserves a premium but at around $280 it's still too expensive.

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2022-11-04

Hope Apple will drop according to Newton's Law so that we can buy and keep😀

Sorry, the original content has been removed

2022-04-19

When you got money people will listen.

Sorry, the original content has been removed

2022-07-30

Beware of dead cat bounce😱

The Stock Market Had a Great July. Why August Could Be Tougher

2022-03-16

Mega growth companies will be the first to rise when the bull is here

Megacap Growth Companies Including Apple, Amazon, Microsoft, Meta Platforms and Tesla Rose between 1% and 5% in Morning Trading

2022-11-20

Buy both

Qualcomm Vs. Nvidia: The Better Buy Might Shock You

2022-11-15

The Master's Midas touch💰

TSM Surged 11% in Morning Trading After Buffett Took a $5 Billion Stake in It

2022-11-14

Evaporated! Disappeared! Sayonara!

At Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX

2022-10-01

Brace for impact😵‍💫

U.S. Investors Brace for More Wild Market Gyrations After Dizzying Q3

Go to Tiger App to see more news

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forward to it👍💰💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922646851","repostId":"1149828372","repostType":4,"repost":{"id":"1149828372","kind":"news","pubTimestamp":1671759696,"share":"https://ttm.financial/m/news/1149828372?lang=en_US&edition=fundamental","pubTime":"2022-12-23 09:41","market":"sg","language":"en","title":"Could Keppel Corporation Raise its Dividends Next Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1149828372","media":"The Smart Investor","summary":"The great thing about blue-chip companies is their offer of stability that can help tide investors t","content":"<html><head></head><body><p>The great thing about blue-chip companies is their offer of stability that can help tide investors through tough times.</p><p>Along the way, they also pay out an enticing dividend that acts as a source of useful passive income.</p><p><a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corporation Limited</a>, or Keppel, is one such example.</p><p>The conglomerate, which has four disparate divisions comprising offshore and marine, urban development, connectivity, and asset management, has recovered well in the past two years.</p><p>The group had seen its dividends decline from S$0.30 per share back in fiscal 2018 (FY2018) to a low of just S$0.10 in FY2020.</p><p>However, for FY2021, its total dividend more than tripled year on year to S$0.33.</p><p>Investors may be curious to know if Keppel can continue to raise its dividends for FY2022.</p><h3>Healthy and growing financials</h3><p>Keppel reported a healthy set of financials for the first nine months of 2022 (9M2022).</p><p>Revenue grew 24% year on year to S$6.8 billion, with all divisions except Urban Development seeing year on year revenue increases.</p><p>Net profit for 9M2022 also increased, although management did not disclose the exact quantum.</p><p>The group’s offshore and marine (O&amp;M) division also reported its highest net order book since 2007 of S$11.6 billion which was more than double the S$5.1 billion announced at the end of 2021.</p><p>Keppel’s O&amp;M division is slated to be divested to Sembcorp Marine Ltd (SGX: S51), or SMM, in a transaction that will keep the former asset-light.</p><p>Meanwhile, Keppel Capital, the group’s asset management arm, is on track to achieve assets under management (AUM) of S$50 billion by the end of 2022.</p><p>The division also saw its fee income rise by 11% year on year to S$186 million for 9M2022.</p><p>Keppel’s borrowings also had a low average cost of debt of 2.88% with 70% of its loans on fixed rates, thus mitigating a sharp increase in finance costs.</p><h3>Advancing on Vision 2030</h3><p>Keppel unveiled its Vision 2030 in May 2020.</p><p>This was a 10-year plan on how to tap into long-term trends for growth and make sustainability the core focus of its strategy.</p><p>Importantly, the group planned to make selective divestments to free up its balance sheet and go asset-light.</p><p>By recycling capital and growing its recurring income stream, Keppel will then have the necessary funds to pursue new growth areas.</p><p>By 9M2022, Keppel had monetised S$4.4 billion worth of assets and is on track to exceed its target of S$5 billion by end-2023.</p><p>The conglomerate also continues to look at renewables, clean energy and sustainable urban renewal as future areas of growth.</p><p>Through both Keppel Infrastructure Trust (SGX: AR7U) and Keppel Asia Infrastructure Fund (KAIF), Keppel acquired stakes in wind energy assets, a power plant, and a waste management services platform.</p><p>Joint investments with both KIT and KAIF have hit around S$2.4 billion in 9M2022, and the group has also built up a 2.6-gigawatt renewable energy portfolio.</p><p>And for its Urban Development division, Keppel is looking for ways to monetise its China and Vietnam land bank and pivot towards providing “real estate as a service” to focus on growing its recurring income.</p><h3>A merger with Sembcorp Marine</h3><p>Investors are also eagerly awaiting the completion of Keppel’s merger with SMM.</p><p>Keppel is set to divest its O&amp;M division to SMM, and through the issuance of shares from SMM to Keppel, Keppel will own 54% of the enlarged SMM.</p><p>However, in keeping with its asset-light strategy, Keppel plans to distribute 49% of its SMM stake as a dividend-in-specie to eligible shareholders.</p><p>Hence, Keppel will end up owning just 5% of the new SMM but its legacy rigs will continue a working relationship with the divested O&amp;M division so that SMM can provide maintenance services for 10 years.</p><p>Keppel will also continue to explore opportunities with SMM to collaborate on floating data centres and floating infrastructure solutions.</p><h3>Other growth initiatives</h3><p>Let’s not forget that Keppel’s Connectivity segment under M1 is also reporting healthier results.</p><p>M1 recorded a higher net profit for 9M2022 with its revenue growing by 9% year on year to S$854 million.</p><p>Of note, its Enterprise division saw a 34% year on year jump in revenue to S$265 million.</p><p>Elsewhere, the telco’s postpaid customer base also grew by 12% year on year to more than 1.8 million subscribers.</p><p>Just this week, Keppel also announced the acquisition of an office tower in Seoul for KRW 220 billion (around S$228.7 million).</p><p>Keppel Land will own a 39.5% effective interest in the property with the remaining stakes owned by a consortium of partners.</p><p>This transaction leverages third-party funds for growth and further reinforces the group’s asset-light business model.</p><p>With the strong results and these ongoing business developments to achieve its Vision 2030 goals, it seems that Keppel may be well-positioned to increase its dividends next year.</p></body></html>","source":"lsy1602567310727","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>Could Keppel Corporation Raise its Dividends Next Year?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould Keppel Corporation Raise its Dividends Next Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 09:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/could-keppel-corporation-raise-its-dividends-next-year/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The great thing about blue-chip companies is their offer of stability that can help tide investors through tough times.Along the way, they also pay out an enticing dividend that acts as a source of ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/could-keppel-corporation-raise-its-dividends-next-year/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司"},"source_url":"https://thesmartinvestor.com.sg/could-keppel-corporation-raise-its-dividends-next-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149828372","content_text":"The great thing about blue-chip companies is their offer of stability that can help tide investors through tough times.Along the way, they also pay out an enticing dividend that acts as a source of useful passive income.Keppel Corporation Limited, or Keppel, is one such example.The conglomerate, which has four disparate divisions comprising offshore and marine, urban development, connectivity, and asset management, has recovered well in the past two years.The group had seen its dividends decline from S$0.30 per share back in fiscal 2018 (FY2018) to a low of just S$0.10 in FY2020.However, for FY2021, its total dividend more than tripled year on year to S$0.33.Investors may be curious to know if Keppel can continue to raise its dividends for FY2022.Healthy and growing financialsKeppel reported a healthy set of financials for the first nine months of 2022 (9M2022).Revenue grew 24% year on year to S$6.8 billion, with all divisions except Urban Development seeing year on year revenue increases.Net profit for 9M2022 also increased, although management did not disclose the exact quantum.The group’s offshore and marine (O&M) division also reported its highest net order book since 2007 of S$11.6 billion which was more than double the S$5.1 billion announced at the end of 2021.Keppel’s O&M division is slated to be divested to Sembcorp Marine Ltd (SGX: S51), or SMM, in a transaction that will keep the former asset-light.Meanwhile, Keppel Capital, the group’s asset management arm, is on track to achieve assets under management (AUM) of S$50 billion by the end of 2022.The division also saw its fee income rise by 11% year on year to S$186 million for 9M2022.Keppel’s borrowings also had a low average cost of debt of 2.88% with 70% of its loans on fixed rates, thus mitigating a sharp increase in finance costs.Advancing on Vision 2030Keppel unveiled its Vision 2030 in May 2020.This was a 10-year plan on how to tap into long-term trends for growth and make sustainability the core focus of its strategy.Importantly, the group planned to make selective divestments to free up its balance sheet and go asset-light.By recycling capital and growing its recurring income stream, Keppel will then have the necessary funds to pursue new growth areas.By 9M2022, Keppel had monetised S$4.4 billion worth of assets and is on track to exceed its target of S$5 billion by end-2023.The conglomerate also continues to look at renewables, clean energy and sustainable urban renewal as future areas of growth.Through both Keppel Infrastructure Trust (SGX: AR7U) and Keppel Asia Infrastructure Fund (KAIF), Keppel acquired stakes in wind energy assets, a power plant, and a waste management services platform.Joint investments with both KIT and KAIF have hit around S$2.4 billion in 9M2022, and the group has also built up a 2.6-gigawatt renewable energy portfolio.And for its Urban Development division, Keppel is looking for ways to monetise its China and Vietnam land bank and pivot towards providing “real estate as a service” to focus on growing its recurring income.A merger with Sembcorp MarineInvestors are also eagerly awaiting the completion of Keppel’s merger with SMM.Keppel is set to divest its O&M division to SMM, and through the issuance of shares from SMM to Keppel, Keppel will own 54% of the enlarged SMM.However, in keeping with its asset-light strategy, Keppel plans to distribute 49% of its SMM stake as a dividend-in-specie to eligible shareholders.Hence, Keppel will end up owning just 5% of the new SMM but its legacy rigs will continue a working relationship with the divested O&M division so that SMM can provide maintenance services for 10 years.Keppel will also continue to explore opportunities with SMM to collaborate on floating data centres and floating infrastructure solutions.Other growth initiativesLet’s not forget that Keppel’s Connectivity segment under M1 is also reporting healthier results.M1 recorded a higher net profit for 9M2022 with its revenue growing by 9% year on year to S$854 million.Of note, its Enterprise division saw a 34% year on year jump in revenue to S$265 million.Elsewhere, the telco’s postpaid customer base also grew by 12% year on year to more than 1.8 million subscribers.Just this week, Keppel also announced the acquisition of an office tower in Seoul for KRW 220 billion (around S$228.7 million).Keppel Land will own a 39.5% effective interest in the property with the remaining stakes owned by a consortium of partners.This transaction leverages third-party funds for growth and further reinforces the group’s asset-light business model.With the strong results and these ongoing business developments to achieve its Vision 2030 goals, it seems that Keppel may be well-positioned to increase its dividends next year.","news_type":1,"symbols_score_info":{"BN4.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926043050,"gmtCreate":1671428502371,"gmtModify":1676538535014,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Stay away from these two stocks for now","listText":"Stay away from these two stocks for now","text":"Stay away from these two stocks for now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926043050","repostId":"2292337837","repostType":4,"repost":{"id":"2292337837","kind":"highlight","pubTimestamp":1671426704,"share":"https://ttm.financial/m/news/2292337837?lang=en_US&edition=fundamental","pubTime":"2022-12-19 13:11","market":"us","language":"en","title":"Better Bitcoin Stock: Coinbase vs. Marathon Digital Holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=2292337837","media":"Motley Fool","summary":"Which cryptocurrency stock has a better shot at a comeback?","content":"<div>\n<p>Bitcoin's price hit an all-time high of $67,567 last November. But today it trades at about $18,000. The world's top cryptocurrency lost its luster as inflation, rising interest rates, and other macro...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/17/better-bitcoin-stock-coinbase-vs-marathon-digital/\">Source Link</a>\n\n</div>\n","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>Better Bitcoin Stock: Coinbase vs. Marathon Digital Holdings</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\">\nBetter Bitcoin Stock: Coinbase vs. Marathon Digital Holdings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 13:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/17/better-bitcoin-stock-coinbase-vs-marathon-digital/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bitcoin's price hit an all-time high of $67,567 last November. But today it trades at about $18,000. The world's top cryptocurrency lost its luster as inflation, rising interest rates, and other macro...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/17/better-bitcoin-stock-coinbase-vs-marathon-digital/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","MARA":"MARA Holdings"},"source_url":"https://www.fool.com/investing/2022/12/17/better-bitcoin-stock-coinbase-vs-marathon-digital/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292337837","content_text":"Bitcoin's price hit an all-time high of $67,567 last November. But today it trades at about $18,000. The world's top cryptocurrency lost its luster as inflation, rising interest rates, and other macro headwinds drove investors away from riskier investments.That decline also crushed many Bitcoin-related stocks. Coinbase, one of the world's largest cryptocurrency exchanges, and Marathon Digital, one of the market's top Bitcoin mining companies, both shed more than 80% of their value this year. Should investors buy either of these beaten-down stocks as a turnaround play?Two different approaches to the Bitcoin marketCoinbase's cryptocurrency exchange served 8.5 million monthly transacting users (MTUs) in the third quarter of 2022. That represented a steep drop from its peak of 11.2 million MTUs in the fourth quarter of 2021.It generates most of its revenue from transaction fees. Institutional investors accounted for 84% of its trading volume in the third quarter, while the remaining 16% came from retail investors. It provides access to a wide range of cryptocurrencies, but Bitcoin and Ether accounted for 31% and 33%, respectively, of its total trading volumes in its latest quarter. The remaining 36% came from other types of crypto assets.Marathon owns a fleet of about 69,000 active ASIC miners, but it actually missed its original target of bringing 133,000 miners online by the middle of 2022. It generates nearly all of its revenue by directly mining Bitcoin. As of the end of November, it was holding 11,757 Bitcoins on its balance sheet.But both companies face similar headwindsCoinbase and Marathon are capitalizing on the crypto market in different ways, but they face similar challenges. Soaring cryptocurrency prices initially drove more investors to Coinbase, while high Bitcoin prices boosted Marathon's revenue and the value of its own Bitcoin holdings. But both companies faced tough slowdowns this year:Company2021First nine months of 2022Coinbase Global Revenue$7.36B$2.57BGrowth (YOY)544%(52%)Marathon Digital Revenue$150.5M$89.3MGrowth (YOY)2,180%(1%)Data source: Company websites. YOY = Year-over-year.Coinbase suffered a much harder landing than Marathon this year because it relied on investors actively trading cryptocurrencies. Marathon, however, simply kept bringing more miners online and mining more Bitcoin -- so its revenue growth was more tightly tethered to Bitcoin's price.For the full year, analysts expect Coinbase's revenue to decline 59% and for Marathon's revenue to dip 10%. We can't put too much faith in those estimates because they're pegged to the unpredictable crypto market, but high interest rates will likely continue to drive investors away from cryptocurrencies and other riskier assets for the foreseeable future.But which business is more sustainable?Coinbase generated $3.6 billion in net income in 2021, but it posted a net loss of $2.1 billion in the first nine months of 2022. It still held $5.0 billion in cash and equivalents at the end of the third quarter, but it was also shouldering $7.1 billion in three tranches of long-term debt -- and the first $1.4 billion tranche matures in 2026. Coinbase won't go bankrupt anytime soon, but it could still be overwhelmed by its debt by the end of the decade if the crypto market fails to recover.Marathon posted a net loss of $36 million in 2021, followed by an even wider net loss of $280 million in the first nine months of 2022. Its total liabilities of $805 million mainly consist of $731 million in convertible notes (with an interest rate of 1% and a maturity date of 2026) and a term loan of $50 million. Marathon only held $62 million in unrestricted cash at the end of the third quarter, but its Bitcoin holdings -- which it can liquidate for cash -- are currently worth about $208 million.So for Marathon, the only path forward is to expand its fleet of miners continuously, mine more Bitcoin, and hope that Bitcoin prices recover to stabilize its balance sheet. But if Bitcoin's prices continue to decline, it will likely be unable to offset the rising costs of maintaining its massive mining operations.Which stock is the better value?I wouldn't buy either of these stocks right now -- since it makes more sense to simply invest in Bitcoin instead of either of these capital-intensive businesses -- but Coinbase seems like a wiser play for three reasons.First, Coinbase's enterprise value is worth just twice this year's sales. Marathon still looks a lot pricier at ten times sales.Second, Coinbase isn't only pegged to Bitcoin like Marathon: It's better diversified across a wider range of investors and cryptocurrencies.Lastly, Coinbase's business isn't dependent on fluctuating miner and energy costs. It merely needs to keep its transactions flowing and protect its investors' assets -- something which its disgraced rival FTX failed to do.","news_type":1,"symbols_score_info":{"MARA":0.9,"COIN":1}},"isVote":1,"tweetType":1,"viewCount":2558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921538105,"gmtCreate":1671084412207,"gmtModify":1676538487573,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"I will buy at 50% of $75💰","listText":"I will buy at 50% of $75💰","text":"I will buy at 50% of $75💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921538105","repostId":"2291571778","repostType":2,"isVote":1,"tweetType":1,"viewCount":3227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923757597,"gmtCreate":1670922276520,"gmtModify":1676538460105,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Don't put all the apples in one basket😎","listText":"Don't put all the apples in one basket😎","text":"Don't put all the apples in one basket😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923757597","repostId":"2291577647","repostType":4,"repost":{"id":"2291577647","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":1670909859,"share":"https://ttm.financial/m/news/2291577647?lang=en_US&edition=fundamental","pubTime":"2022-12-13 13:37","market":"us","language":"en","title":"Apple's Japan Investment Crosses $100 Bln, CEO Cook Visits Chip Epicentre","url":"https://stock-news.laohu8.com/highlight/detail?id=2291577647","media":"Reuters","summary":"TOKYO, Dec 13 (Reuters) - Apple Inc said on Tuesday it had invested more than $100 billion in its Ja","content":"<html><head></head><body><p>TOKYO, Dec 13 (Reuters) - Apple Inc said on Tuesday it had invested more than $100 billion in its Japanese supply network over the last five years, as its Chief Executive Officer Tim Cook visited the epicentre of the country&#39;s semiconductor industry.</p><p>Cook said in a Monday tweet he visited Kumamoto prefecture in southwestern Japan, home to factories of many semiconductor and leading technology firms, including oneunder constructionby Taiwan Semiconductor Manufacturing Co (TSMC).</p><p><img src=\"https://static.tigerbbs.com/bbad92ffae7397b3a2724d7415dc9f8b\" tg-width=\"826\" tg-height=\"1050\" width=\"100%\" height=\"auto\"/></p><p>In a statement, Apple said it had boosted its spending on suppliers in Japan by more than 30% since 2019, with a network spanning nearly 1,000 companies, from multi-nationals to family-run businesses.</p><p>It called Sony Group Corp one of its biggest suppliers in Japan for providing camera sensors for iPhone products, while also mentioning medium- and small enterprises including textile firm Inoue Ribbon Industry Co and mold manufacturer Shincron Co as partners.</p><p>Apple said 29 Japanese suppliers have committed to converting to renewable energy for Apple-related businesses by 2030, including Sony, Murata Manufacturing Co, Keiwa Inc, Fujikura and Sumitomo Electric Industries.</p><p>($1 = 137.6700 yen)</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>Apple's Japan Investment Crosses $100 Bln, CEO Cook Visits Chip Epicentre</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's Japan Investment Crosses $100 Bln, CEO Cook Visits Chip Epicentre\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\">2022-12-13 13:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TOKYO, Dec 13 (Reuters) - Apple Inc said on Tuesday it had invested more than $100 billion in its Japanese supply network over the last five years, as its Chief Executive Officer Tim Cook visited the epicentre of the country&#39;s semiconductor industry.</p><p>Cook said in a Monday tweet he visited Kumamoto prefecture in southwestern Japan, home to factories of many semiconductor and leading technology firms, including oneunder constructionby Taiwan Semiconductor Manufacturing Co (TSMC).</p><p><img src=\"https://static.tigerbbs.com/bbad92ffae7397b3a2724d7415dc9f8b\" tg-width=\"826\" tg-height=\"1050\" width=\"100%\" height=\"auto\"/></p><p>In a statement, Apple said it had boosted its spending on suppliers in Japan by more than 30% since 2019, with a network spanning nearly 1,000 companies, from multi-nationals to family-run businesses.</p><p>It called Sony Group Corp one of its biggest suppliers in Japan for providing camera sensors for iPhone products, while also mentioning medium- and small enterprises including textile firm Inoue Ribbon Industry Co and mold manufacturer Shincron Co as partners.</p><p>Apple said 29 Japanese suppliers have committed to converting to renewable energy for Apple-related businesses by 2030, including Sony, Murata Manufacturing Co, Keiwa Inc, Fujikura and Sumitomo Electric Industries.</p><p>($1 = 137.6700 yen)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291577647","content_text":"TOKYO, Dec 13 (Reuters) - Apple Inc said on Tuesday it had invested more than $100 billion in its Japanese supply network over the last five years, as its Chief Executive Officer Tim Cook visited the epicentre of the country's semiconductor industry.Cook said in a Monday tweet he visited Kumamoto prefecture in southwestern Japan, home to factories of many semiconductor and leading technology firms, including oneunder constructionby Taiwan Semiconductor Manufacturing Co (TSMC).In a statement, Apple said it had boosted its spending on suppliers in Japan by more than 30% since 2019, with a network spanning nearly 1,000 companies, from multi-nationals to family-run businesses.It called Sony Group Corp one of its biggest suppliers in Japan for providing camera sensors for iPhone products, while also mentioning medium- and small enterprises including textile firm Inoue Ribbon Industry Co and mold manufacturer Shincron Co as partners.Apple said 29 Japanese suppliers have committed to converting to renewable energy for Apple-related businesses by 2030, including Sony, Murata Manufacturing Co, Keiwa Inc, Fujikura and Sumitomo Electric Industries.($1 = 137.6700 yen)","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920774180,"gmtCreate":1670554496741,"gmtModify":1676538392975,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"For retirement planning👍","listText":"For retirement planning👍","text":"For retirement planning👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920774180","repostId":"1106536306","repostType":4,"repost":{"id":"1106536306","kind":"news","pubTimestamp":1670551683,"share":"https://ttm.financial/m/news/1106536306?lang=en_US&edition=fundamental","pubTime":"2022-12-09 10:08","market":"sg","language":"en","title":"7 Singapore Stocks That Paid Uninterrupted Dividends for a Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1106536306","media":"The Smart Investor","summary":"Christmas is almost upon us, and it will once again be a merry time to celebrate with family and fri","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/327f0a5ff50e6ec241e3f9891849b044\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/>Christmas is almost upon us, and it will once again be a merry time to celebrate with family and friends.</p><p>But what will make the holiday season even more festive is if you received a bunch ofdividendsfrom your investments.</p><p>Dividends are not only a tangible return on your investment but also act as a stream of passive income that can sustain you through yourretirement.</p><p>If you are an income-seeking investor, you’re in luck.</p><p>The Singapore market has a plethora ofREITsand dividend-paying companies that you can choose from.</p><p>What’s more, some of these well-known businesses have been paying dividends for a decade or more.</p><p>Here are seven dividend stocks that could qualify to be on your buy watchlist.</p><h2><b>Singapore Exchange Limited (SGX: S68)</b></h2><p>Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.</p><p>The group has been a steady payer of dividends for over two decades.</p><p>Back in fiscal 2001 (FY2001 ending 30 June), SGX paid out a dividend of S$0.055.</p><p>Fast forward to FY2022 and this dividend has increased to S$0.32, giving the bourse operator’s shares a trailing dividend yield of 3.5%.</p><p>SGX reported a decent set of earnings for FY2022, with revenue up 4% year on year to S$1.1 billion and net profit inching up 1% year on year to S$451 million.</p><h2><b>DBS Group (SGX: D05)</b></h2><p>DBS needs no introduction, being Singapore’s largest bank by market capitalisation.</p><p>The bank has been a solid payer of dividends all this while and back in FY2001, it paid out just S$0.26 in dividends.</p><p>Jumping ahead to today, the bank’s trailing 12-month dividend has increased significantly to S$1.44 per share.</p><p>Shares of the lender provide a trailing 12-month dividend yield of 4.3%.</p><p>DBS reported a sparklingset of earningsfor its fiscal 2022’s third quarter (3Q2022), with its net profit at an all-time high of S$2.2 billion.</p><h2><b>Parkway Life REIT (SGX: C2PU)</b></h2><p>Parkway Life REIT is a healthcare REIT that owns 61 properties comprising three hospitals in Singapore and 57 nursing homes in Japan, along with strata-titled units of a specialist centre in Kuala Lumpur in Malaysia.</p><p>The REIT has been paying out steady dividends since itsIPOback in FY2007.</p><p>Its annualised distribution per unit (DPU) in FY2007 was S$0.0632, and it has since more than doubled to S$0.1408 in FY2021.</p><p>The REIT has been paying out distributions for 15 solid years and looks set to continue.</p><p>For 3Q2022, gross revenue dipped by 1.3% year on year to S$89 million while net property income (NPI) inched up 0.1% year on year to S$82.8 million.</p><h2><b>Mapletree Logistics Trust (SGX: M44U)</b></h2><p>Mapletree Logistics Trust, or MLT, owns a portfolio of 186 properties across eight countries.</p><p>The REIT paid out a DPU of S$0.0507 for FY2006, its first full year of distributions after its listing.</p><p>12 years later, its DPU has increased to S$0.08787.</p><p>For the first half of FY2023, MLT reported acommendable performanceand saw its DPU rise further by 4.2% year on year to S$0.04516.</p><h2><b>Frasers Centrepoint Trust (SGX: J69U)</b></h2><p>Frasers Centrepoint Trust, of FCT, is a retail REIT with a portfolio of nine suburban malls and an office building worth S$6.2 billion as of 30 September 2022 (FY2022).</p><p>For its first full year of distribution in FY2007, the REIT paid out a DPU of S$0.0655.</p><p>By FY2022, the DPU has nearly doubled to S$0.12227.</p><p>Units of the REIT offer a trailing distribution yield of 6%.</p><h2><b>Hongkong Land Holdings Limited (SGX: H78)</b></h2><p>Hongkong Land Holdings Limited, or HKL, is a property development, investment and management group that owns and manages more than 850,000 square metres of prime commercial and residential properties.</p><p>The group has been paying out consistent dividends for more than a decade.</p><p>Back in FY2011, the total dividend per share stood at US$0.16.</p><p>By FY2018, HKL’s annual dividend had increased to US$0.22 paid half-yearly and has remained constant since then despite the onset of the pandemic.</p><p>For the first half of 2022 (1H2022), the property giant reported an 8% year on year rise in underlying net profit to US$425 million.</p><p>Its interim dividend was kept constant at US$0.06 per share.</p><h2><b>Sembcorp Industries Limited (SGX: U96)</b></h2><p>Sembcorp Industries Limited, or SCI, is an energy and urban solutions provider.</p><p>Theblue-chiputility group has been paying out dividends for more than two decades.</p><p>In FY1998, the group paid out a total dividend of S$0.025.</p><p>The annual dividend went as high as S$0.17 in FY2010 and FY2013 but hit a trough in FY2020 at S$0.04.</p><p>SCI has since reported asterling set of earningsfor 1H2022 and doubled its interim dividend.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Singapore Stocks That Paid Uninterrupted Dividends for a Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Singapore Stocks That Paid Uninterrupted Dividends for a Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/7-singapore-stocks-that-paid-uninterrupted-dividends-for-a-decade/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Christmas is almost upon us, and it will once again be a merry time to celebrate with family and friends.But what will make the holiday season even more festive is if you received a bunch ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/7-singapore-stocks-that-paid-uninterrupted-dividends-for-a-decade/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S68.SI":"新加坡交易所","H78.SI":"置地控股有限公司","M44U.SI":"丰树物流信托","J69U.SI":"星狮地产信托","D05.SI":"星展集团控股","U96.SI":"胜科工业","C2PU.SI":"百汇生命产业信托"},"source_url":"https://thesmartinvestor.com.sg/7-singapore-stocks-that-paid-uninterrupted-dividends-for-a-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106536306","content_text":"Christmas is almost upon us, and it will once again be a merry time to celebrate with family and friends.But what will make the holiday season even more festive is if you received a bunch ofdividendsfrom your investments.Dividends are not only a tangible return on your investment but also act as a stream of passive income that can sustain you through yourretirement.If you are an income-seeking investor, you’re in luck.The Singapore market has a plethora ofREITsand dividend-paying companies that you can choose from.What’s more, some of these well-known businesses have been paying dividends for a decade or more.Here are seven dividend stocks that could qualify to be on your buy watchlist.Singapore Exchange Limited (SGX: S68)Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The group has been a steady payer of dividends for over two decades.Back in fiscal 2001 (FY2001 ending 30 June), SGX paid out a dividend of S$0.055.Fast forward to FY2022 and this dividend has increased to S$0.32, giving the bourse operator’s shares a trailing dividend yield of 3.5%.SGX reported a decent set of earnings for FY2022, with revenue up 4% year on year to S$1.1 billion and net profit inching up 1% year on year to S$451 million.DBS Group (SGX: D05)DBS needs no introduction, being Singapore’s largest bank by market capitalisation.The bank has been a solid payer of dividends all this while and back in FY2001, it paid out just S$0.26 in dividends.Jumping ahead to today, the bank’s trailing 12-month dividend has increased significantly to S$1.44 per share.Shares of the lender provide a trailing 12-month dividend yield of 4.3%.DBS reported a sparklingset of earningsfor its fiscal 2022’s third quarter (3Q2022), with its net profit at an all-time high of S$2.2 billion.Parkway Life REIT (SGX: C2PU)Parkway Life REIT is a healthcare REIT that owns 61 properties comprising three hospitals in Singapore and 57 nursing homes in Japan, along with strata-titled units of a specialist centre in Kuala Lumpur in Malaysia.The REIT has been paying out steady dividends since itsIPOback in FY2007.Its annualised distribution per unit (DPU) in FY2007 was S$0.0632, and it has since more than doubled to S$0.1408 in FY2021.The REIT has been paying out distributions for 15 solid years and looks set to continue.For 3Q2022, gross revenue dipped by 1.3% year on year to S$89 million while net property income (NPI) inched up 0.1% year on year to S$82.8 million.Mapletree Logistics Trust (SGX: M44U)Mapletree Logistics Trust, or MLT, owns a portfolio of 186 properties across eight countries.The REIT paid out a DPU of S$0.0507 for FY2006, its first full year of distributions after its listing.12 years later, its DPU has increased to S$0.08787.For the first half of FY2023, MLT reported acommendable performanceand saw its DPU rise further by 4.2% year on year to S$0.04516.Frasers Centrepoint Trust (SGX: J69U)Frasers Centrepoint Trust, of FCT, is a retail REIT with a portfolio of nine suburban malls and an office building worth S$6.2 billion as of 30 September 2022 (FY2022).For its first full year of distribution in FY2007, the REIT paid out a DPU of S$0.0655.By FY2022, the DPU has nearly doubled to S$0.12227.Units of the REIT offer a trailing distribution yield of 6%.Hongkong Land Holdings Limited (SGX: H78)Hongkong Land Holdings Limited, or HKL, is a property development, investment and management group that owns and manages more than 850,000 square metres of prime commercial and residential properties.The group has been paying out consistent dividends for more than a decade.Back in FY2011, the total dividend per share stood at US$0.16.By FY2018, HKL’s annual dividend had increased to US$0.22 paid half-yearly and has remained constant since then despite the onset of the pandemic.For the first half of 2022 (1H2022), the property giant reported an 8% year on year rise in underlying net profit to US$425 million.Its interim dividend was kept constant at US$0.06 per share.Sembcorp Industries Limited (SGX: U96)Sembcorp Industries Limited, or SCI, is an energy and urban solutions provider.Theblue-chiputility group has been paying out dividends for more than two decades.In FY1998, the group paid out a total dividend of S$0.025.The annual dividend went as high as S$0.17 in FY2010 and FY2013 but hit a trough in FY2020 at S$0.04.SCI has since reported asterling set of earningsfor 1H2022 and doubled its interim dividend.","news_type":1,"symbols_score_info":{"S68.SI":0.9,"C2PU.SI":0.9,"U96.SI":0.9,"J69U.SI":0.9,"H78.SI":0.9,"D05.SI":0.9,"M44U.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":4110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920846890,"gmtCreate":1670468881510,"gmtModify":1676538375027,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Wait long long😴","listText":"Wait long long😴","text":"Wait long long😴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920846890","repostId":"2289147681","repostType":4,"isVote":1,"tweetType":1,"viewCount":2731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964635068,"gmtCreate":1670129599355,"gmtModify":1676538308030,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Keep the bullets and shoot later","listText":"Keep the bullets and shoot later","text":"Keep the bullets and shoot later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964635068","repostId":"2288596195","repostType":4,"repost":{"id":"2288596195","kind":"highlight","pubTimestamp":1670024380,"share":"https://ttm.financial/m/news/2288596195?lang=en_US&edition=fundamental","pubTime":"2022-12-03 07:39","market":"us","language":"en","title":"Why Now Is NOT the Time to Buy NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2288596195","media":"InvestorPlace","summary":"Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can choos","content":"<div>\n<p>Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/\">Source Link</a>\n\n</div>\n","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Now Is NOT the Time to Buy NIO 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\">\nWhy Now Is NOT the Time to Buy NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-03 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4555":"新能源车","NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4509":"腾讯概念","LU0052750758.USD":"富兰克林中国基金A Acc","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股"},"source_url":"https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288596195","content_text":"Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can choose to delay any purchases of NIO stock until conditions improve.Source: Michael Vi / Shutterstock.comGiven the fact that Nio (NYSE:NIO) stock is down year-to-date, eager investors may be tempted to take a long position now. However, this is actually a time to exercise caution.For one thing, China’s on-and-off zero-Covid policies could throw a wrench into the works. Besides, Nio’s financials are less than ideal, especially when it comes to the company’s profits (or lack thereof).As a China-based electric vehicle (EV) company, Nio has to contend with multiple challenges. There’s the prospect of having to compete in a fierce EV market. Plus, Nio must deal with a government that’s not always business-friendly.Regardless of where you’re located, if you’re invested in Nio, the company’s problems will become your problems. There may be a time to take a stake in Nio at some point in the future, but for the time being, a watch-and-wait strategy is entirely appropriate.NIONio$12.09What’s Happening with NIO Stock?NIO stock started 2022 at $33, but recently declined to just $12 and change. Bear in mind, just because a stock has a lower price, doesn’t necessarily mean it’s a good value.It’s difficult to assign a proper value to a stock when there’s an unpredictable government. On Nov. 11, a number of U.S.-listed Chinese companies’ shares rallied because Beijing seemed to be easing some of China’s Covid-19 restrictions. Yet, the hope of a near-term full reopening in China wouldn’t last long.Fast-forward to Nov. 22, and China is reporting 28,127 new domestically transmitted Covid-19 cases. This number was close to the nation’s daily peak from April.The next thing you know, there are reports of cultural and entertainment venues closures and restricted use of some shopping malls and restaurants. This, clearly, is a challenging macro-level environment for Nio to work in.Nio’s Financial Are ProblematicMeanwhile, some folks probably celebrated Nio’s most recently reported quarterly financial results, but perhaps they shouldn’t. There’s good news in the data but also major issues.It’s true that Nio increased its revenue 32.6% year over year during the third quarter of 2022. However, Nio also saw its gross margin shrink from 20.3% to 13.3% during that time.Furthermore, Nio’s gross profit contracted 12.9% year over year, but that’s not even the worst part. Distressingly, Nio’s net earnings loss ballooned 392.1% year over year to the equivalent of $577.9 million in Q3 2022.Now, we can start to see why NIO stock hasn’t regained its footing this year. Currently, there are too many holes in the bull thesis for investors to put their faith in Nio.What You Can Do NowThis isn’t to suggest that Nio is a toxic business that’s about to go bankrupt. There may be an appropriate time to consider NIO stock in the future.However, once again, let’s not confuse a low share price with a compelling value. The macro-level and company-specific conditions simply don’t favor an investment in Nio, so feel free to stay on the sidelines for now.","news_type":1,"symbols_score_info":{"NIO":1,"NIO.SI":0.6,"09866":0.6,"EVS.SI":0.6,"TWX":1}},"isVote":1,"tweetType":1,"viewCount":3141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966466769,"gmtCreate":1669614721351,"gmtModify":1676538214068,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"$52 - $57? Wait long long may be can get😀","listText":"$52 - $57? Wait long long may be can get😀","text":"$52 - $57? Wait long long may be can get😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966466769","repostId":"2286703379","repostType":2,"repost":{"id":"2286703379","kind":"news","pubTimestamp":1669607156,"share":"https://ttm.financial/m/news/2286703379?lang=en_US&edition=fundamental","pubTime":"2022-11-28 11:45","market":"us","language":"en","title":"Amazon: This Is The Price Where I Will Load Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2286703379","media":"Seeking Alpha","summary":"SummaryAmazon’s business is seeing a major post-pandemic slowdown.The e-Commerce is struggling and n","content":"<html><head></head><body><h2>Summary</h2><ul><li>Amazon’s business is seeing a major post-pandemic slowdown.</li><li>The e-Commerce is struggling and not consistently profitable.</li><li>However, if shares fall to this price level, I will consider buying.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84e65294f63443cd34524af0f54c3ad6\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>4kodiak/iStock Unreleased via Getty Images</span></p><p>Amazon (NASDAQ:AMZN) disappointed in October with its outlook for the fourth-quarter which called for top line growth of just 2-8%. In the near term, there is even the possibility of a further deceleration of revenuegrowth as the company faces multiple headwinds, especially in its e-Commerce business. In November, Amazon also announced major layoffs to prepare for a recession and stop the bleeding in the e-Commerce business. Since it appears to me that more down-side looms in the short term, I will discuss at what price I am going to load up on Amazon!</p><h2>Amazon: From pandemic winner to problem child</h2><p>Amazon was one of those companies that benefited tremendously from the COVID-19 pandemic in 2020 and 2021 which resulted inUS e-Commerce volumes soaring. Amazon&#39;s net revenues surged 38% year over year to $386.1B in FY 2021 and then another 22% to $469.8B in FY 2021. However, Amazon&#39;s revenue growth is going through a post-pandemic normalization period and the firm&#39;s outlook for the fourth-quarter showed that the period of hyper-growth is truly over for Amazon.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7d756d50c1e1916bc411fd316f5bdca\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Amazon&#39;s Q4&#39;22 outlook calls for $140B to $148B in revenues which implies that the firm&#39;s growth rate could slow to just 2% year over year in the fourth-quarter. It is therefore likely that Amazon will post the slowest growth ever as a public company in the near term, which could push shares of the e-Commerce giant into a new down-leg.</p><p>Amazon&#39;s core e-Commerce operations have started to struggle last year -- as opposed to AWS which is doing great -- and it is likely the key motivation for Amazon to make major adjustments to its pay-roll. Amazon announced job cuts in November that could include up to 10 thousand jobs as the e-Commerce company readies itself for a recession in FY 2023 and addresses profitability problems in its core business.</p><p>Amazon&#39;s Q3&#39;22 e-Commerce revenues in the US totaled $78.8B, showing 20% year over year growth. The third-quarter was the second straight quarter of revenue acceleration after top line growth slowed to just 8% in Q1&#39;22. However, a recession appears to be just around the cornerand some predictions (from Statista Digital Market Outlook) even project a first-ever decline in global e-Commerce sales in FY 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c92af9065fb17b7a74a1781eeefa820e\" tg-width=\"640\" tg-height=\"640\" width=\"100%\" height=\"auto\"/><span>Source: Statista</span></p><p>Amazon&#39;s e-Commerce business is highly dependent on consumer spending and a US recession could compound Amazon&#39;s current problems. Amazon&#39;s North American e-Commerce segment generated 62% of consolidated revenues in Q3&#39;22 while the international e-Commerce segment was responsible for 22% of revenues and AWS accounted for 16% top line share.</p><p>However, the largest segment is profoundly unprofitable for Amazon, a situation which a US recession could make considerably worse and it could result in growing margin pressures in Amazon&#39;s core business. Amazon&#39;s North American e-Commerce operations generated cumulative operating losses of $2.8B in the trailing 12-month period ending September 30, 2022 which calculates to a negative margin of 0.9%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d24cec7344eca1734fe8398bd854fa28\" tg-width=\"640\" tg-height=\"333\" width=\"100%\" height=\"auto\"/><span>Source: Amazon</span></p><p>The situation is even worse for the international business, but less severe in total dollar terms because the international segment generates much lower revenues than Amazon&#39;s North American segment. The international segment generated $27.7B in Q3&#39;22 revenues which is equal to just 35% of revenues in the North American e-Commerce business. International segment operating losses in the last 12-month period totaled $7.1B and reflected a negative operating margin of 5.9%. Both the international as well as the North American e-Commerce segments were consistently unprofitable in each of the last four quarters and losses in the international business escalated to $2.5B just in Q3&#39;22.</p><p>The bright spot, as I mentioned in &#34;Amazon: 2 Risks, 1 Opportunity&#34;, is Amazon&#39;s server business - Amazon Web Services -- which is compensating for the decline in the e-Commerce business. Amazon Web Services generated $20.5B in net revenues in Q3&#39;22, showing 27% year over year growth. The business is also super profitable with a 12-month trailing operating income of $22.9B and a margin of 30%.</p><h2>Here&#39;s the price I will buy Amazon at</h2><p>Amazon is projected to generate $510.8B in revenues in FY 2022 and $566.6B in FY 2023, implying growth rates of 9% and 11%. However, due in part to the disappointing forecast for Q4&#39;22, forward EPS estimates have started to trend down hard in the last three months and the market now widely expects the business to continue to slow down in FY 2023. Unfortunately, there is also a real possibility that Amazon&#39;s top line will contract for the first time ever in FY 2023… it certainly is possible considering that the e-Commerce business is already struggling and margins don&#39;t look great either.</p><p>Currently, shares of Amazon are priced at a P-E ratio of 1.7 X and a P/E ratio of 54.5 X. Amazon, on a consolidated level, is profitable, but the P/E ratio is rather high considering how slowly the top line is growing now. Although shares of Amazon have already lost 44% of their value in 2022, I don&#39;t consider shares of Amazon attractively priced yet. Amazon has high top line and estimate risks that are possibly at their highest in years right now, if not decades. To reflect those risks accurately, I would be willing to pay an 30-33 X P-E ratio for AMZN which translates to a price range of $52-57. This would be a very attractive price range to buy AMZN, if the stock price ever declines this much. A P/E ratio of 30-33 X would be a fair price to pay for Amazon&#39;s fast-growing AWS business.</p><h2>Risks with Amazon</h2><p>The biggest risk for Amazon, as I see it, is that revenue growth in the first half of FY 2023 will continue to decelerate as the global economy slows down and consumers become more careful of how they spend their money. In the worst case, Amazon&#39;s top line growth could even turn negative although I believe Amazon will continue to grow over the long term, chiefly because of AWS. What I also see as a risk is a compression of margins (especially in the e-Commerce business) and Amazon may have to lay off more people going forward to boost profitability.</p><h2>Final thoughts</h2><p>Amazon has built a formidable enterprise in the last two decades but there are core problems that I feel are not yet fully addressed. The e-Commerce business is slowing down hard and its margins are set to come under further pressure from a recession. AWS is providing a strong offset for Amazon, but e-Commerce, due to its large size within Amazon, should be expected to remain a drag on Amazon&#39;s commercial performance in FY 2023.</p><p>I will back up the truck with shares of Amazon between $52-57 which implies a drawdown of 39% to 45% from current pricing and the growing possibility of a recession is what could drive shares down to this level. While there is no guarantee that Amazon&#39;s share price will drop this low, I believe this price level would reflect a valuation at which investors get a very decent discount on the firm&#39;s long term growth prospects!</p><p><i>This article is written by The Asian Investor for reference only. Please note the risks.</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>Amazon: This Is The Price Where I Will Load Up</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\">\nAmazon: This Is The Price Where I Will Load Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560596-amazon-price-load-up><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon’s business is seeing a major post-pandemic slowdown.The e-Commerce is struggling and not consistently profitable.However, if shares fall to this price level, I will consider buying.4...</p>\n\n<a href=\"https://seekingalpha.com/article/4560596-amazon-price-load-up\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4560596-amazon-price-load-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286703379","content_text":"SummaryAmazon’s business is seeing a major post-pandemic slowdown.The e-Commerce is struggling and not consistently profitable.However, if shares fall to this price level, I will consider buying.4kodiak/iStock Unreleased via Getty ImagesAmazon (NASDAQ:AMZN) disappointed in October with its outlook for the fourth-quarter which called for top line growth of just 2-8%. In the near term, there is even the possibility of a further deceleration of revenuegrowth as the company faces multiple headwinds, especially in its e-Commerce business. In November, Amazon also announced major layoffs to prepare for a recession and stop the bleeding in the e-Commerce business. Since it appears to me that more down-side looms in the short term, I will discuss at what price I am going to load up on Amazon!Amazon: From pandemic winner to problem childAmazon was one of those companies that benefited tremendously from the COVID-19 pandemic in 2020 and 2021 which resulted inUS e-Commerce volumes soaring. Amazon's net revenues surged 38% year over year to $386.1B in FY 2021 and then another 22% to $469.8B in FY 2021. However, Amazon's revenue growth is going through a post-pandemic normalization period and the firm's outlook for the fourth-quarter showed that the period of hyper-growth is truly over for Amazon.Data by YChartsAmazon's Q4'22 outlook calls for $140B to $148B in revenues which implies that the firm's growth rate could slow to just 2% year over year in the fourth-quarter. It is therefore likely that Amazon will post the slowest growth ever as a public company in the near term, which could push shares of the e-Commerce giant into a new down-leg.Amazon's core e-Commerce operations have started to struggle last year -- as opposed to AWS which is doing great -- and it is likely the key motivation for Amazon to make major adjustments to its pay-roll. Amazon announced job cuts in November that could include up to 10 thousand jobs as the e-Commerce company readies itself for a recession in FY 2023 and addresses profitability problems in its core business.Amazon's Q3'22 e-Commerce revenues in the US totaled $78.8B, showing 20% year over year growth. The third-quarter was the second straight quarter of revenue acceleration after top line growth slowed to just 8% in Q1'22. However, a recession appears to be just around the cornerand some predictions (from Statista Digital Market Outlook) even project a first-ever decline in global e-Commerce sales in FY 2022.Source: StatistaAmazon's e-Commerce business is highly dependent on consumer spending and a US recession could compound Amazon's current problems. Amazon's North American e-Commerce segment generated 62% of consolidated revenues in Q3'22 while the international e-Commerce segment was responsible for 22% of revenues and AWS accounted for 16% top line share.However, the largest segment is profoundly unprofitable for Amazon, a situation which a US recession could make considerably worse and it could result in growing margin pressures in Amazon's core business. Amazon's North American e-Commerce operations generated cumulative operating losses of $2.8B in the trailing 12-month period ending September 30, 2022 which calculates to a negative margin of 0.9%.Source: AmazonThe situation is even worse for the international business, but less severe in total dollar terms because the international segment generates much lower revenues than Amazon's North American segment. The international segment generated $27.7B in Q3'22 revenues which is equal to just 35% of revenues in the North American e-Commerce business. International segment operating losses in the last 12-month period totaled $7.1B and reflected a negative operating margin of 5.9%. Both the international as well as the North American e-Commerce segments were consistently unprofitable in each of the last four quarters and losses in the international business escalated to $2.5B just in Q3'22.The bright spot, as I mentioned in \"Amazon: 2 Risks, 1 Opportunity\", is Amazon's server business - Amazon Web Services -- which is compensating for the decline in the e-Commerce business. Amazon Web Services generated $20.5B in net revenues in Q3'22, showing 27% year over year growth. The business is also super profitable with a 12-month trailing operating income of $22.9B and a margin of 30%.Here's the price I will buy Amazon atAmazon is projected to generate $510.8B in revenues in FY 2022 and $566.6B in FY 2023, implying growth rates of 9% and 11%. However, due in part to the disappointing forecast for Q4'22, forward EPS estimates have started to trend down hard in the last three months and the market now widely expects the business to continue to slow down in FY 2023. Unfortunately, there is also a real possibility that Amazon's top line will contract for the first time ever in FY 2023… it certainly is possible considering that the e-Commerce business is already struggling and margins don't look great either.Currently, shares of Amazon are priced at a P-E ratio of 1.7 X and a P/E ratio of 54.5 X. Amazon, on a consolidated level, is profitable, but the P/E ratio is rather high considering how slowly the top line is growing now. Although shares of Amazon have already lost 44% of their value in 2022, I don't consider shares of Amazon attractively priced yet. Amazon has high top line and estimate risks that are possibly at their highest in years right now, if not decades. To reflect those risks accurately, I would be willing to pay an 30-33 X P-E ratio for AMZN which translates to a price range of $52-57. This would be a very attractive price range to buy AMZN, if the stock price ever declines this much. A P/E ratio of 30-33 X would be a fair price to pay for Amazon's fast-growing AWS business.Risks with AmazonThe biggest risk for Amazon, as I see it, is that revenue growth in the first half of FY 2023 will continue to decelerate as the global economy slows down and consumers become more careful of how they spend their money. In the worst case, Amazon's top line growth could even turn negative although I believe Amazon will continue to grow over the long term, chiefly because of AWS. What I also see as a risk is a compression of margins (especially in the e-Commerce business) and Amazon may have to lay off more people going forward to boost profitability.Final thoughtsAmazon has built a formidable enterprise in the last two decades but there are core problems that I feel are not yet fully addressed. The e-Commerce business is slowing down hard and its margins are set to come under further pressure from a recession. AWS is providing a strong offset for Amazon, but e-Commerce, due to its large size within Amazon, should be expected to remain a drag on Amazon's commercial performance in FY 2023.I will back up the truck with shares of Amazon between $52-57 which implies a drawdown of 39% to 45% from current pricing and the growing possibility of a recession is what could drive shares down to this level. While there is no guarantee that Amazon's share price will drop this low, I believe this price level would reflect a valuation at which investors get a very decent discount on the firm's long term growth prospects!This article is written by The Asian Investor for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"AMZN":1}},"isVote":1,"tweetType":1,"viewCount":3711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968559289,"gmtCreate":1669261347142,"gmtModify":1676538176020,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Good karma good return👏👏👏","listText":"Good karma good return👏👏👏","text":"Good karma good return👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968559289","repostId":"1152493380","repostType":4,"repost":{"id":"1152493380","kind":"news","pubTimestamp":1669254215,"share":"https://ttm.financial/m/news/1152493380?lang=en_US&edition=fundamental","pubTime":"2022-11-24 09:43","market":"us","language":"en","title":"Warren Buffett Donates $759M In Berkshire Shares To Family Charities: How Much Stake Is He Left With?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152493380","media":"Benzinga","summary":"Berkshire Hathaway Inc Chair Warren Buffett donated Class B shares of the company worth millions to ","content":"<div>\n<p>Berkshire Hathaway Inc Chair Warren Buffett donated Class B shares of the company worth millions to family charities on Wednesday.What Happened: Buffett, one of the richest people in the world, ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/11/29848442/warren-buffett-donates-759m-in-berkshire-shares-to-family-charities-how-much-stake-is-he-left-with\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","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>Warren Buffett Donates $759M In Berkshire Shares To Family Charities: How Much Stake Is He Left With?</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; 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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\">\nWarren Buffett Donates $759M In Berkshire Shares To Family Charities: How Much Stake Is He Left With?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-24 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/11/29848442/warren-buffett-donates-759m-in-berkshire-shares-to-family-charities-how-much-stake-is-he-left-with><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway Inc Chair Warren Buffett donated Class B shares of the company worth millions to family charities on Wednesday.What Happened: Buffett, one of the richest people in the world, ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/11/29848442/warren-buffett-donates-759m-in-berkshire-shares-to-family-charities-how-much-stake-is-he-left-with\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.benzinga.com/news/22/11/29848442/warren-buffett-donates-759m-in-berkshire-shares-to-family-charities-how-much-stake-is-he-left-with","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152493380","content_text":"Berkshire Hathaway Inc Chair Warren Buffett donated Class B shares of the company worth millions to family charities on Wednesday.What Happened: Buffett, one of the richest people in the world, donated 2.4 million Class B shares of Berkshire Hathaway — worth nearly $759 million based on Wednesday's closing price — according to filings made with the U.S. Securities and Exchange Commission.The Susan Thompson Buffett Foundation received 1.5 million shares, while 300,000 shares each were donated to the Howard G. Buffett Foundation, the Sherwood Foundation, and the Novo Foundation.The Susan Thompson Foundation is named after Buffett's first wife and the rest of the charities are run by his children.Why It Matters: After the latest donation, Buffett owns 15.5% of Berkshire's shares and 31.4% of the company's voting power.The SEC filing didn't mention any gifts to the Bill & Melinda Gates Foundation, which is an annual beneficiary of Buffett's charity.The Foundation and Berkshire Hathaway did not immediately respond to Benzinga's request for comment on the development.As of September, Buffett has donated more than $36 billion to the foundation run by the Microsoft co-founder.Price Action: On Wednesday in the regular session —  Berkshire Hathaway's Class A shares closed 1.7% higher at $476,980. The company's Class B shares closed 0.2% higher at $316.27.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":3652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961833667,"gmtCreate":1668907567459,"gmtModify":1676538126257,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Buy both","listText":"Buy both","text":"Buy both","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961833667","repostId":"2284038371","repostType":2,"repost":{"id":"2284038371","kind":"highlight","pubTimestamp":1668918242,"share":"https://ttm.financial/m/news/2284038371?lang=en_US&edition=fundamental","pubTime":"2022-11-20 12:24","market":"us","language":"en","title":"Qualcomm Vs. Nvidia: The Better Buy Might Shock You","url":"https://stock-news.laohu8.com/highlight/detail?id=2284038371","media":"Seeking Alpha","summary":"Do you dream of retiring in comfort or even splendor? Who doesn't?!Do you wish your retirement stand","content":"<html><head></head><body><p>Do you dream of retiring in comfort or even splendor? Who doesn&#39;t?!</p><p>Do you wish your retirement standard of living could be 100% free from the market&#39;s crazy gyrations? I know I do.</p><p>Does the idea of being able to count on steadily growing income in all market, economic, inflation, and interest rate conditions, sound appealing? It does to me.</p><p>Well then blue-chip dividend investing might be just what you&#39;re looking for.</p><p>When you hear &#34;dividend investing&#34; you probably think of boring, mature, and stable businesses like Altria (MO), Verizon (VZ) or Pepsi (PEP).</p><p>And while those are indeed wonderful ways to earn generous, very safe, and steadily growing income today, if you want to maximize long-term retirement income there is no better way than combining high-yield and fast-growth.</p><p>Why? Let&#39;s consider the examples of two fast-growing dividend chip stocks, QUALCOMM Incorporated (NASDAQ:QCOM) and NVIDIA Corporation (NASDAQ:NVDA).</p><p>Let&#39;s see what happens when we combine high-yield with fast-growth.</p><h4>Historical Total Returns Since 2011</h4><p><img src=\"https://static.tigerbbs.com/5abab739c65390aec9ecc4d8eb0e567b\" tg-width=\"640\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Combining the world&#39;s best high-yield and growth exchange-traded funds (&#34;ETFs&#34;) with the growth and ultra-yield blue-chips created a far better performing portfolio over the last 11 years.</p><p><img src=\"https://static.tigerbbs.com/2027ec3b24edf389edb7de640c5e8ef0\" tg-width=\"640\" tg-height=\"125\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>But more importantly for income investors, it also delivered superior income over time.</p><h4>Income Growth Rich Retirement Dreams Are Made Of</h4><p></p><p><img src=\"https://static.tigerbbs.com/68784dfa5159ea8211a71a811b27e419\" tg-width=\"640\" tg-height=\"253\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><h4>Cumulative Dividends Since 2012: Per $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Metric</b></td><td><b>S&amp;P 500</b></td><td><b>SCHD</b></td><td><b>SCHD, QQQ, ENB, MO, NVDA, QCOM</b></td></tr><tr><td>Total Dividends</td><td>$471</td><td>$785</td><td>$1,177</td></tr><tr><td><b>Total Inflation-Adjusted Dividends</b></td><td><b>$359.54</b></td><td><b>$599.24</b></td><td><b>$898.47</b></td></tr><tr><td><b>Annualized Income Growth Rate</b></td><td><b>9.0%</b></td><td><b>15.3%</b></td><td><b>27.9%</b></td></tr><tr><td>Total Income/Initial Investment %</td><td>0.47</td><td>0.79</td><td>1.18</td></tr><tr><td><b>Inflation-Adjusted Income/Initial Investment %</b></td><td><b>0.36</b></td><td><b>0.60</b></td><td><b>0.90</b></td></tr><tr><td><b>More Inflation-Adjusted Income Than S&amp;P</b></td><td><b>NA</b></td><td><b>1.67</b></td><td><b>2.50</b></td></tr><tr><td><b>Starting Yield</b></td><td><b>2.5%</b></td><td><b>3.2%</b></td><td><b>2.7%</b></td></tr><tr><td>Today&#39;s Annual Dividend Return On Your Starting Investment (Yield On Cost)</td><td>5.9%</td><td>13.3%</td><td>31.7%</td></tr><tr><td><b>2022 Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)</b></td><td><b>4.5%</b></td><td><b>10.2%</b></td><td><b>24.2%</b></td></tr></tbody></table><p><i>(Source: Portfolio Visualizer Premium)</i></p><p>By combining yield and growth over the last 10 year income investors have enjoyed 28% annual income growth, 2X better than Schwab U.S. Dividend Equity ETF (SCHD), and 3X better than the S&amp;P 500 (SP500).</p><p>They&#39;ve gotten back 90% of their initial investment in inflation-adjusted dividends, and enjoyed 2.5X more income than the S&amp;P 500 and 50% more income than SCHD alone.</p><p>And for every $1 invested in 2011 they are now getting $.24 in annual inflation-adjusted dividends, and that&#39;s growing exponentially each year.</p><ul><li>SCHD investors are getting $0.1 in annual income per $1 investment</li><li>S&amp;P 500 investors $0.05.</li></ul><p>Ok, so that&#39;s fine for those with 10+ years to invest, but surely retirees should stick to high-yield only right? WRONG!</p><p>Unless you expect to drop dead in 10 years let&#39;s not forget that retirements last a long time.</p><p><img src=\"https://static.tigerbbs.com/872a8106a46bdef537bd2736d27566c0\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/></p><p>Hamilton Project</p><p>22% of U.S. men can expect to live to 90 and 34% of woman.</p><p>In other words, even if you&#39;re already retired chances are very good that you have a 10+ year, or even 30 to 40 year time horizon.</p><p>And that&#39;s where the power of fast dividend compounding really shines.</p><p>How powerful is hyper-dividend compounding over 35 years?</p><p><b>MO + LOW Cumulative Dividends Since 1985 Per $1,000 Initial Investment </b></p><table><colgroup></colgroup><tbody><tr><td><b>Metric</b></td><td><b>Altria</b></td><td><b>Lowe&#39;s</b></td><td><b>Altria + Lowe&#39;s</b></td></tr><tr><td>Total Dividends</td><td>$282,584</td><td>$37,611</td><td>$286,519</td></tr><tr><td><b>Total Inflation-Adjusted Dividends</b></td><td><b>$100,563.70</b></td><td><b>$13,384.70</b></td><td><b>$101,964.06</b></td></tr><tr><td>Annualized Income Growth Rate</td><td>18.8%</td><td>18.2%</td><td>21.7%</td></tr><tr><td>Total Income/Initial Investment %</td><td>282.58</td><td>37.61</td><td>286.52</td></tr><tr><td>Inflation-Adjusted Income/Initial Investment %</td><td>100.56</td><td>13.38</td><td>101.96</td></tr><tr><td>More Inflation-Adjusted Income Than Altria</td><td>NA</td><td>0.13</td><td>1.01</td></tr><tr><td>Starting Yield</td><td>4.8%</td><td>1.4%</td><td>3.0%</td></tr><tr><td>Today&#39;s Annual Dividend Return On Your Starting Investment (Yield On Cost)</td><td>2774.0%</td><td>682.5%</td><td>4350.4%</td></tr><tr><td><i><b>Today&#39;s Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)</b></i></td><td><i><b>987.2%</b></i></td><td><i><b>242.9%</b></i></td><td><i><b>1548.2%</b></i></td></tr></tbody></table><p><i>(Source: Portfolio Visualizer Premium)</i></p><p>You can enjoy 100X your initial investment in inflation-adjusted income and achieve truly mind boggling income by combining ultra-yield with hyper-dividend growth.</p><p>And guess what? Combining yield + hyper-growth, even without dividends can be even more powerful.</p><p><b>MO + AMZN Cumulative Dividends Since 1998 Per $1,000 Initial Investment </b></p><table><colgroup></colgroup><tbody><tr><td><b>Metric</b></td><td><b>Altria</b></td><td><b>Altria + Amazon</b></td></tr><tr><td>Total Dividends</td><td>$3,034.00</td><td>$101,408.00</td></tr><tr><td><b>Total Inflation-Adjusted Dividends</b></td><td><b>$1,657.92</b></td><td><b>$55,414.21</b></td></tr><tr><td><b>Annualized Income Growth Rate</b></td><td><b>3.31%</b></td><td><b>27.96%</b></td></tr><tr><td>Total Income/Initial Investment %</td><td>3.034</td><td>101.408</td></tr><tr><td>Inflation-Adjusted Income/Initial Investment %</td><td>1.657923497</td><td>55.41420765</td></tr><tr><td><b>More Inflation-Adjusted Income Than Altria</b></td><td><b>NA</b></td><td><b>33.4</b></td></tr><tr><td><b>Starting Yield</b></td><td><b>3.80%</b></td><td><b>4.10%</b></td></tr><tr><td>Today&#39;s Annual Dividend Return On Your Starting Investment (Yield On Cost)</td><td>8.30%</td><td>1523.50%</td></tr><tr><td><b>2022 Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)</b></td><td><b>4.54%</b></td><td><b>832.51%</b></td></tr></tbody></table><p><i>(Source: Portfolio Visualizer Premium) MO&#39;s dividend growth is low because of the 2007 and 2008 spin-offs. </i></p><p>Had you bought both AMZN and MO back in 1997, reinvested dividends, and rebalanced annually, today you&#39;ve received 33X more inflation-adjusted income over the last 24 years.</p><p>28% annual income growth means a 208X higher inflation-adjusted yield on cost.</p><p>Income growth over time tends to track total returns, so you want to make sure that you&#39;re dividend portfolio is likely to generate strong returns. Not just to keep up with inflation (2.3% long-term according to the bond market).</p><p>You want your standard of living to keep rising in retirement, no matter how long you live.</p><p>And that&#39;s where growth stocks like QCOM and NVDA can help.</p><p>Several members have asked for an update on those chip titans and after carefully examining both companies most recent fundamentals I have come to a surprising conclusion.</p><p>At the moment, Nvidia is the far better chip dividend stock to buy, for anyone looking to maximize long-term income. Let me show you why.</p><h2>Qualcomm: A Wonderful World-Beater Facing A Slower Growth Future</h2><p></p><p><img src=\"https://static.tigerbbs.com/67fe0662e4bfe81da07f04ec434355c1\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>Chip makers are up 26% in the last month, though that&#39;s only after getting crushed in a ferocious bear market.</p><p><img src=\"https://static.tigerbbs.com/79d69773b50a5e03a69596f13a83839f\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Nvidia fell as much as 63% in this bear market (so far). That&#39;s its 3rd worst bear market in history.</p><p></p><p><img src=\"https://static.tigerbbs.com/9d99f60aeb036e67477e9669c4db6f92\" tg-width=\"640\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>QCOM has fallen as much as 37% in this bear market, also it&#39;s 3rd worst bear market.</p><blockquote>Smartphone Weakness Finally Catches Up to Qualcomm As Inventories Build</blockquote><blockquote>Qualcomm’s guidance includes an estimated negative impact of about $2 billion in revenue due to weaker demand, foreign exchange headwinds, and excess inventories.&#34; - Morningstar</blockquote><p>One year ago, chip makers were the darlings of Wall Street. The Pandemic supply chain disruptions caused a chip shortage, while record $30 trillion in global stimulus caused a boom in demand for physical goods. Many of which require computer chips.</p><p>Some in the industry were even talking about a permanent industry shift, from cyclical boom and bust cycles, to a world in which chip makers could deliver steady, tech utility like secular growth.</p><p>Well, scratch that idea. It turns out chips are still a cyclical industry and smartphone demand is falling rapidly as the global economy weakens.</p><ul><li><h3>Samsung’s profit drops by more than 30% on weakening memory chip demand</h3></li></ul><blockquote>Qualcomm said it expects its mobile-phone handset business to fall In &#34;a low double-digit percentage range&#34; this year from last year. The company had earlier forecast a &#34;mid-single-digit percentage decline&#34; from 2021.&#34; - Seeking Alpha</blockquote><p>As early as Q2 QCOM&#39;s sales were soaring 36% on the back of strong smartphone demand.</p><p>Now they are expected to decline and so are earnings.</p><p><img src=\"https://static.tigerbbs.com/ce66de408aab5b717a5b2bb68b0810e5\" tg-width=\"640\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>After exploding higher during the pandemic, QCOM&#39;s earnings are expected to:</p><ul><li>fall 8% in 2023</li><li>grow 11% in 2024</li><li>2% EPS growth from 2022 to 2024.</li></ul><p>QCOM&#39;s licensing business, which generates incredible 73% operating margins, isn&#39;t expected to grow in the future, though its 263,708 patents are still expected to mint free cash flow for years to come.</p><p>At least in the short-term analysts growth outlooks have dimmed for QCOM which is now expected to grow around 8% over the long-term, after we get past the 2023 recession.</p><p><img src=\"https://static.tigerbbs.com/ac98516ffd9c404ce1f26b009c14b7be\" tg-width=\"165\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet<img src=\"https://static.tigerbbs.com/6bfc4e00ba39fff6f4d44310dcc87e53\" tg-width=\"161\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p><img src=\"https://static.tigerbbs.com/53aa912a1d243b464b584069d100822f\" tg-width=\"154\" tg-height=\"223\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet<img src=\"https://static.tigerbbs.com/a5085ebb2648b58f1f0759749655f78d\" tg-width=\"151\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p>Is QCOM likely to actually grow at 8% over time? Which would make the total return outlook rather uninspiring?</p><table><colgroup></colgroup><tbody><tr><td>Investment Strategy</td><td>Yield</td><td>LT Consensus Growth</td><td>LT Consensus Total Return Potential</td><td>Long-Term Risk-Adjusted Expected Return</td><td>Long-Term Inflation And Risk-Adjusted Expected Returns</td><td>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</td><td><p>10-Year Inflation And Risk-Adjusted Expected Return</p></td></tr><tr><td>Nasdaq</td><td>0.8%</td><td>11.8%</td><td>12.6%</td><td>8.8%</td><td>6.5%</td><td>11.0</td><td>1.88</td></tr><tr><td><a href=\"https://laohu8.com/S/SCHD\">Schwab US Dividend Equity ETF</a></td><td>3.6%</td><td>8.5%</td><td>12.1%</td><td>8.4%</td><td>6.1%</td><td>11.8</td><td>1.81</td></tr><tr><td>Dividend Aristocrats</td><td>2.6%</td><td>8.5%</td><td>11.1%</td><td>7.8%</td><td>5.4%</td><td>13.2</td><td>1.70</td></tr><tr><td>S&amp;P 500</td><td>1.8%</td><td>8.5%</td><td>10.3%</td><td>7.2%</td><td>4.9%</td><td>14.8</td><td>1.61</td></tr><tr><td><b>Qualcomm</b></td><td><b>2.4%</b></td><td><b>7.8%</b></td><td><b>10.2%</b></td><td><b>7.1%</b></td><td><b>4.8%</b></td><td><b>15.0</b></td><td><b>1.60</b></td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>If analysts are right, then QCOM might merely match the market going forward.</p><p>But I don&#39;t actually expect QCOM to grow at just 8% in the future, and here are two reasons why.</p><p></p><p><img src=\"https://static.tigerbbs.com/30bdacaec1f98fc2eb5d92a3eb153e11\" tg-width=\"640\" tg-height=\"159\" referrerpolicy=\"no-referrer\"/></p><p>Investor presentation</p><p>QCOM&#39;s addressable market is expected to grow from $100 billion per year (43% market share) to $700 billion in the next decade. QCOM is diversifying into cloud computing, driverless cars, and the internet of things or IOT.</p><p>This makes me think that the recent decline in growth outlook is due to the recent cyclical downturn, which often happens with chip makers.</p><p><img src=\"https://static.tigerbbs.com/9747d6d688ce9297cc0103ae347c27e2\" tg-width=\"640\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>However, in the short-term QCOM investors are going to have to be patient, because the recent face-ripping rally has reduced the total return potential for the next few years.</p><p><img src=\"https://static.tigerbbs.com/befa76d7c9d62162913273291a116352\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>QCOM has rallied 21% off its November 3rd lows, and combined with a weak global growth outlook for 2023, means that short-term growth prospects are rather weak.</p><p>But that doesn&#39;t mean that QCOM isn&#39;t a potentially attractive buy.</p><ul><li>fair value: $163.92</li><li>current price: $126.02</li><li><b>discount to fair value: 23%</b></li><li><b>DK rating: potentially strong buy.</b></li></ul><p></p><p><img src=\"https://static.tigerbbs.com/5d424fe27b124f6e474c19d42ac832ae\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>QCOM is trading at 11.4X consensus trough earnings, and just 9.3X cash-adjusted trough earnings.</p><p>That means it&#39;s pricing in approximately 1.6% CAGR long-term growth, far below the 7.8% analysts currently expect.</p><h4><b>Qualcomm 2024 Consensus Return Potential </b></h4><p></p><p><img src=\"https://static.tigerbbs.com/9077fd745b5fe7442c68b30862a3eaa2\" tg-width=\"640\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p>Which means that if QCOM grows as expected and returns to historical market-determined fair value it could deliver Buffett-like 19% annual returns over the next three years.</p><ul><li>about 2X the S&amp;P consensus</li></ul><h4><b>Qualcomm 2028 Consensus Return Potential</b></h4><p><img src=\"https://static.tigerbbs.com/0558e4ce2c146ab3b7ce7239e041cd2d\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p>Even with just 3.5% annual EPS growth expected through 2028, QCOM could more than double your money, delivering 14% annual returns, about 2X the S&amp;P consensus.</p><p>Or to put another way, if you buy QCOM today, you get an Ultra-SWAN quality dividend growth powerhouse, that could more than double your money as we wait to see if QCOM&#39;s growth outlook improves in the future.</p><p></p><p><img src=\"https://static.tigerbbs.com/3196bed203f1ac1f0e409a8c19f29a3f\" tg-width=\"640\" tg-height=\"94\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FActSet</p><p>QCOM has been paying a dividend for 19 consecutive years, and raised it every year. The dividend growth rate has been a stellar 20% annually and its delivered close to 14% annual returns.</p><ul><li>the current five year consensus return forecast.</li></ul><p>I think long-term QCOM should be able to continue delivering 13% to 14% long-term returns, which makes it worth buying today, or at least holding it if you already own it.</p><ul><li>13% to 14% long-term returns is better than SCHD, the S&amp;P, dividend aristocrats, and the Nasdaq.</li></ul><h4>Qualcomm Investment Decision Score</h4><p><img src=\"https://static.tigerbbs.com/4e9bd4292ef2e7e5731cd633b4998777\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>DK<img src=\"https://static.tigerbbs.com/37f29c106559f4ad320cb69a3c28da63\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p>QCOM might not be a table-pounding buy compared to the S&amp;P 500, but it&#39;s still a satisfactory one that&#39;s offering:</p><ul><li>superior and safer yield</li><li>a faster-growing dividend</li><li>better medium-term total returns</li><li>66% better risk-adjusted expected returns</li><li>30% higher income potential over the next five years than the S&amp;P</li></ul><h2>NVIDIA: A Chip Specialist Facing A Cyclical Downturn But Whose Hyper-Growth Outlook Remains Intact</h2><p>NVDA fell off a cliff when the Biden Administration announced export controls on chips to China.</p><p>Fortunately the company adapted quickly and has already announced new export control compliant chips.</p><p><img src=\"https://static.tigerbbs.com/e9acc1f5a652b10b06cb686a4f3128c0\" tg-width=\"640\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>News like that, along with the overall &#34;risk on&#34; sentiment in stocks, has helped drive NVDA up 44% in recent weeks.</p><p>This isn&#39;t surprising given that NVDA is a very volatile stock, historically 2.2X more volatile than the S&amp;P 500.</p><h4>Nvidia Rolling Returns Since Feb 1999 IPO</h4><p><img src=\"https://static.tigerbbs.com/3d3defbbc0997112ddbde7a6f2bca1a0\" tg-width=\"640\" tg-height=\"150\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Gut churning volatility cuts both ways, with 90% crashes followed by 751% one year rallies.</p><p>From bear market lows NVDA is capable of:</p><ul><li>140% annual returns for 3 years = 13.8X in 3 years</li><li>89% annual returns for five years = 24.1X in five years</li><li>81% annual returns for seven years = 64.9X in seven years</li><li>47% annual returns for 10 years = 92.4X in 10 years</li><li>34% annual returns for 15 years = 77.1X in 15 years.</li></ul><p>The question investors need answered today, is what does NVDA&#39;s long-term outlook like now that the U.S. and China are in an economic cold war?</p><blockquote>Nvidia&#39;s Data Center Business Drives the Firm&#39;s Wide Moat Rating</blockquote><blockquote>Nvidia is the top designer of discrete graphics processing units that enhance the visual experience on computing platforms. The firm&#39;s chips are used in a variety of end markets, including high-end PCs for gaming and data centers.&#34; - Morningstar</blockquote><p>NVDA might have started out focused on gaming PCs, but it&#39;s now at the forefront of some of the world&#39;s best secular growth trends.</p><ul><li>cloud computing</li><li>AI</li><li>driverless cars</li><li>automation.</li></ul><p><img src=\"https://static.tigerbbs.com/dc6801dafd36eaa41110bce2bee51efb\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/></p><p>investor presentation</p><p>Management estimates NVDA&#39;s total addressable market is $1 trillion per year (2.7% market share) and those markets are the backbone of the entire $100 trillion global economy.</p><blockquote>The acquisition of Mellanox has helped diversify Nvidia’s end-market exposure, and we suspect the firm will derive over half of revenue from the data center segment going forward, which should help mitigate some of the volatility Nvidia has faced in its gaming and cryptocurrency mining-related sales over the past few years.&#34; - Morningstar</blockquote><p>NVDA has been diversifying away from gaming for years, and Morningstar thinks they could soon get over 50% of sales from datacenters, a far more stable business.</p><p><img src=\"https://static.tigerbbs.com/d6d8a7f017af371ef6cc2091c3cce253\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>Analysts are even more bullish on the datacenter business, expecting it to triple in the next five years.</p><ul><li>25% annual growth rate.</li></ul><p>By 2027 analysts think 73% of NVDA&#39;s sales will be coming from datacenters.</p><p>Why? Because datacenters are enterprise and big businesses don&#39;t mind spending millions on the best hardware if it saves them money in the long-term.</p><p>What kind of businesses are NVDA&#39;s datacenter customers?</p><p><img src=\"https://static.tigerbbs.com/19525a0bcbf34d91c2eab5c4b5987e45\" tg-width=\"518\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/></p><p>investor presentation</p><p>NVDA&#39;s datacenter customers have deep pockets and are expected to help drive incredible long-term growth. How incredible?</p><p></p><p><img src=\"https://static.tigerbbs.com/117a0f71158d9a01f27455ae2f8895f5\" tg-width=\"640\" tg-height=\"204\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>How about tripling earnings in five years, and 18% long-term earnings growth?</p><ul><li>20% to 78% CAGR growth over the last 20 years.</li></ul><p>Given NVDA&#39;s massive $1 trillion addressable market, and dominance in advanced GPUs (the &#34;super chips&#34; that drive the future) I consider 18% long-term growth a reasonable estimate from all 46 analysts who cover it.</p><p>What does that potentially mean for investors?</p><table><colgroup></colgroup><tbody><tr><td>Investment Strategy</td><td>Yield</td><td>LT Consensus Growth</td><td>LT Consensus Total Return Potential</td><td>Long-Term Risk-Adjusted Expected Return</td><td>Long-Term Inflation And Risk-Adjusted Expected Returns</td><td>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</td><td><p>10-Year Inflation And Risk-Adjusted Expected Return</p></td></tr><tr><td><b>Nvidia</b></td><td><b>0.1%</b></td><td><b>17.7%</b></td><td><b>17.8%</b></td><td><b>12.5%</b></td><td><b>10.1%</b></td><td><b>7.1</b></td><td><b>2.62</b></td></tr><tr><td>Nasdaq</td><td>0.8%</td><td>11.8%</td><td>12.6%</td><td>8.8%</td><td>6.5%</td><td>11.0</td><td>1.88</td></tr><tr><td>Schwab US Dividend Equity ETF</td><td>3.6%</td><td>8.5%</td><td>12.1%</td><td>8.4%</td><td>6.1%</td><td>11.8</td><td>1.81</td></tr><tr><td>Dividend Aristocrats</td><td>2.6%</td><td>8.5%</td><td>11.1%</td><td>7.8%</td><td>5.4%</td><td>13.2</td><td>1.70</td></tr><tr><td>S&amp;P 500</td><td>1.8%</td><td>8.5%</td><td>10.3%</td><td>7.2%</td><td>4.9%</td><td>14.8</td><td>1.61</td></tr><tr><td><b>Qualcomm</b></td><td><b>2.4%</b></td><td><b>7.8%</b></td><td><b>10.2%</b></td><td><b>7.1%</b></td><td><b>4.8%</b></td><td><b>15.0</b></td><td><b>1.60</b></td></tr></tbody></table><p><i>(Sources: DK Research Terminal, FactSet, Morningstar, Ycharts)</i></p><p>Analysts expect Buffett-like 18% long-term returns from NVDA, not much bellow its 22% CAGR rolling 15-year returns since 1999.</p><p>In other words:</p><ul><li>QCOM is struggling with several slow years of growth due to cyclical headwinds</li><li>NVDA&#39;s growth engine is firing on all cylinders thanks to its dominance of super chip GPUs driving the future of the world economy</li></ul><p>OK, so NVDA is the best chip stock right? And clearly better than QCOM? Not necessarily.</p><h2>The Biggest Problem Income Investors Will Have With Nvidia</h2><p>What is there to not love about NVDA? Is it the balance sheet?</p><ul><li>A stable credit rating from S&amp;P = 0.66% 30-year bankruptcy risk</li><li>$11 billion in net cash on the balance sheet</li><li>$6.6 billion in annual free cash flow.</li></ul><p>No, NVDA&#39;s balanced sheet is a fortress and it&#39;s a free cash flow minting machine.</p><p>No, the biggest issue about NVDA is how stingy management is with the dividend.</p><p></p><p><img src=\"https://static.tigerbbs.com/aaab450b786d3fc8033addc276f49980\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p>NVDA&#39;s overall dividend growth rate is expectational, 27% CAGR since it began paying on in 2013. And its 52% CAGR annual total returns over that time period put even Amazon (AMZN) to shame.</p><p>But note how the dividend growth rate began slowing in 2018 and it hasn&#39;t raised its dividend for two years. The free cash flow (&#34;FCF&#34;) payout ratio has fallen to 5%, 1/10th the credit rating safety guideline for this industry.</p><p>NVDA&#39;s dividend yield is 0.1% and even if management were to take the payout ratio to the 50% safety guideline it would be just 1%, far below other world-beater blue-chip dividend chip stocks.</p><ul><li>Broadcom (AVGO): 3.2%</li><li>Texas Instruments (TXN): 2.8%</li><li>Qualcomm: 2.4%.</li></ul><p><img src=\"https://static.tigerbbs.com/3ed8059fb756ebb0208f4a9255da8fcf\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>Value investors might also be uncomfortable with a company trading at 38X forward earnings.</p><ul><li>cash-adjusted P/E is 29X</li></ul><p>What is NVDA&#39;s fair value?</p><ul><li>NVDA fair value: $136.39</li><li>current price: $160.55</li><li>discount to fair value: -18%</li><li>DK rating: hold.</li></ul><p>NVDA&#39;s 45% rally in recent weeks meant the margin of safety went from 21% to -18%.</p><p>Today NVDA is at a premium price that means a lot of downside risk for one of the most volatile world-beater tech blue-chips in the world.</p><p>If the 2023 recession causes earnings estimates to come down in the coming quarters? Then NVDA could suffer a sharp decline like these.</p><h4>Nvidia In The 2022 Bear Market</h4><p></p><p><img src=\"https://static.tigerbbs.com/1fb0d9fdc2e84efd099a075dc786d759\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In the past year alone NVDA has suffered double-digit monthly declines no less than six times, including 32% crash in April.</p><h4>Nvidia In The Pandemic</h4><p></p><p><img src=\"https://static.tigerbbs.com/9a5e4c84cd9a33c4eb1344645e4d9e02\" tg-width=\"640\" tg-height=\"113\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Nvidia held up well in the Pandemic, as did most tech stocks.</p><ul><li>The Nasdaq 100 fell just 12% while the S&amp;P fell 34%.</li></ul><p>But NVDA&#39;s crashes are the stuff of legend, and anyone owning it should be prepared for truly gut-wrenching volatility in the future. What kind of volatility?</p><h4>Nvidia In The 2018 Bear Market</h4><p><img src=\"https://static.tigerbbs.com/35a727821abe6d4024c68205c4a25cc4\" tg-width=\"640\" tg-height=\"149\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Imagine a stock you own falls 25% in a month, then 22% the next month, and then another 18% the following month.</p><p>That&#39;s what happened in the 2018 bear market.</p><ul><li>53% decline in 3 months</li><li>S&amp;P fell 21%.</li></ul><p>And that was just the 4th largest bear market in NVDA&#39;s history.</p><ul><li>it&#39;s suffered six 40+% crashes in the last 23 years</li><li>averaging once every four years.</li></ul><h4>Nvidia In The 2011 Bear Market</h4><p></p><p><img src=\"https://static.tigerbbs.com/2451a52de33e3efbd62756ec8aae19d2\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Compared to some its crashes, the 2011 bear market decline of 38% was relatively tame.</p><h4>Nvidia In The Great Recession</h4><p><img src=\"https://static.tigerbbs.com/4be365a32a8f24d156b47fe1ce741ea2\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>NVDA dell 80% during the Great Recession, including falling almost 40% in July 2008. It fell 54% from June to July of 2008, a level of volatility that only those who owned it in a diversified portfolio could stomach.</p><h4>Nvidia Pre-Tech Crash</h4><p></p><p><img src=\"https://static.tigerbbs.com/b85abd332be6f5f0eee3a6ed3ed98348\" tg-width=\"640\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Even before the tech crash of 2000 to 2002, NVDA was capable of falling 32% in a single month.</p><h4>Nvidia During The Tech Crash</h4><p></p><p><img src=\"https://static.tigerbbs.com/f482c390124c7ab2212d687c4ad53ccf\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium<img src=\"https://static.tigerbbs.com/34faa537584a4beab097d4a2e14c2f34\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>If you think a 45% one month rally means NVDA is out of the woods, you&#39;re wrong.</p><p>During the Tech Crash NVDA had nine 20+% single month rallies.</p><p>That includes nearly tripling from October 2001 to December 2001.</p><p>NVDA then proceeded to fall nine straight months, a total of 87%, including getting cut in half in June 2002.</p><ul><li>after already falling 50% in the previous five months</li><li>and then it fell another 50% before bottoming in September of 2022.</li></ul><p>So what if you buy NVDA today? At a 17% historical premium? Will you regret it? That depends on your time horizon. Over the next few months? Probably you&#39;re in for a wild wide...to the downside.</p><ul><li>2023 recession is expected to cause the market to bottom at 3,000 to 3,400 between Q1 of 2023 and Q4 of 2024.</li></ul><p>But in the medium-term and long-term?</p><h4>Nvidia 2025 Consensus Total Return Potential</h4><p></p><p><img src=\"https://static.tigerbbs.com/d1c252be18bc5c5c6ab04785c41297a7\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>(Source: FAST Graphs, FactSet)</p><p>NVDA&#39;s P/E peaked in the Pandemic bubble at 82X, compared to a historical market-determined fair value of 32.</p><p>It&#39;s 60% collapse brought it back to historical fair value and then it rallied 45% and became 18% overvalued. Despite strong growth in 2024 and 2025, it&#39;s consensus return potential is effectively zero.</p><h4>NVIDIA 2028 Consensus Total Return Potential</h4><p></p><p><img src=\"https://static.tigerbbs.com/33eed1944ddaef0cf8144129739a81a7\" tg-width=\"640\" tg-height=\"298\" referrerpolicy=\"no-referrer\"/></p><p>(Source: FAST Graphs, FactSet)</p><p>NVDA&#39;s growth rate is so strong that it might almost double even from today&#39;s 18% historical premium.</p><ul><li>approximately 2X the S&amp;P consensus.</li></ul><p>But if those estimates come down then NVDA investors could be in for a rough and highly volatile few years.</p><h4>Nvidia Investment Decision Score</h4><p></p><p><img src=\"https://static.tigerbbs.com/4e9bd4292ef2e7e5731cd633b4998777\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>DK</p><p><img src=\"https://static.tigerbbs.com/50cbbe0e07e810009a9c363f88f22c6c\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p>NVDA today, even at an 18% premium, is a superior choice compared to the S&amp;P 500.</p><ul><li>higher risk-adjusted expected return than the S&amp;P over the next five years</li><li>80% higher long-term annual return potential</li></ul><h2>Bottom Line: Nvidia Is The Far Better Growth Stock But Qualcomm Is The Far Better Buy Today</h2><p>When it comes to maximizing safe long-term income, combining hyper-growth with high-yield is the single best strategy.</p><p>And that&#39;s why blue-chip income investors love companies like QCOM and NVDA, which can turbocharge their long-term income growth rates.</p><ul><li>SCHD delivered 15% annual income growth over the last decade</li><li>SCHD, QQQ, MO, ENB, QCOM, and NVDA delivered 28% CAGR</li><li>and 50% more overall inflation-adjusted income.</li></ul><p>And when it comes to the issue of which chip titan is the better growth stock, it looks like NVDA is the hands down winner.</p><ul><li>a 10X bigger addressable market today (though QCOM is planning to catch up 70% of the way within a decade)</li><li>2x the median growth consensus</li><li>historically 7% higher annual returns.</li></ul><p>So you might think that NVDA is the hands down winner here. But remember that valuation matters, and it matters a lot.</p><ul><li>QCOM is 20% historically undervalued</li><li>NVDA is almost 20% historically overvalued.</li></ul><p>Given that NVDA is one of the most volatile companies on earth, capable of rising or falling 60% in a single month, knowingly overpaying for it is just asking for extreme portfolio short-term pain.</p><p>If you own NVDA today, as I do? I don&#39;t recommend selling it. Not when you&#39;ve potentially locked in Buffett-like 18% CAGR long-term returns and its growth engines are firing on all cylinders.</p><p>But for new money today? QCOM is the far better option, and could more than double in the next five years.</p><p>Even if QCOM&#39;s growth outlook never recovers from its current 8%, paying 9.4X cash-adjusted earnings gives you a very nice margin of safety.</p><p>One that means anyone buying QCOM today is likely to be pleased in 5+ years, and possibly feel like a stock market genius in 10+ years.</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>Qualcomm Vs. Nvidia: The Better Buy Might Shock You</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\">\nQualcomm Vs. Nvidia: The Better Buy Might Shock You\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 12:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558697-qualcomm-vs-nvidia-the-better-buy-might-shock-you><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Do you dream of retiring in comfort or even splendor? Who doesn't?!Do you wish your retirement standard of living could be 100% free from the market's crazy gyrations? I know I do.Does the idea of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558697-qualcomm-vs-nvidia-the-better-buy-might-shock-you\">Source 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","QCOM":"高通"},"source_url":"https://seekingalpha.com/article/4558697-qualcomm-vs-nvidia-the-better-buy-might-shock-you","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284038371","content_text":"Do you dream of retiring in comfort or even splendor? Who doesn't?!Do you wish your retirement standard of living could be 100% free from the market's crazy gyrations? I know I do.Does the idea of being able to count on steadily growing income in all market, economic, inflation, and interest rate conditions, sound appealing? It does to me.Well then blue-chip dividend investing might be just what you're looking for.When you hear \"dividend investing\" you probably think of boring, mature, and stable businesses like Altria (MO), Verizon (VZ) or Pepsi (PEP).And while those are indeed wonderful ways to earn generous, very safe, and steadily growing income today, if you want to maximize long-term retirement income there is no better way than combining high-yield and fast-growth.Why? Let's consider the examples of two fast-growing dividend chip stocks, QUALCOMM Incorporated (NASDAQ:QCOM) and NVIDIA Corporation (NASDAQ:NVDA).Let's see what happens when we combine high-yield with fast-growth.Historical Total Returns Since 2011Portfolio Visualizer PremiumCombining the world's best high-yield and growth exchange-traded funds (\"ETFs\") with the growth and ultra-yield blue-chips created a far better performing portfolio over the last 11 years.Portfolio Visualizer PremiumBut more importantly for income investors, it also delivered superior income over time.Income Growth Rich Retirement Dreams Are Made OfPortfolio Visualizer PremiumCumulative Dividends Since 2012: Per $1,000 Initial InvestmentMetricS&P 500SCHDSCHD, QQQ, ENB, MO, NVDA, QCOMTotal Dividends$471$785$1,177Total Inflation-Adjusted Dividends$359.54$599.24$898.47Annualized Income Growth Rate9.0%15.3%27.9%Total Income/Initial Investment %0.470.791.18Inflation-Adjusted Income/Initial Investment %0.360.600.90More Inflation-Adjusted Income Than S&PNA1.672.50Starting Yield2.5%3.2%2.7%Today's Annual Dividend Return On Your Starting Investment (Yield On Cost)5.9%13.3%31.7%2022 Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)4.5%10.2%24.2%(Source: Portfolio Visualizer Premium)By combining yield and growth over the last 10 year income investors have enjoyed 28% annual income growth, 2X better than Schwab U.S. Dividend Equity ETF (SCHD), and 3X better than the S&P 500 (SP500).They've gotten back 90% of their initial investment in inflation-adjusted dividends, and enjoyed 2.5X more income than the S&P 500 and 50% more income than SCHD alone.And for every $1 invested in 2011 they are now getting $.24 in annual inflation-adjusted dividends, and that's growing exponentially each year.SCHD investors are getting $0.1 in annual income per $1 investmentS&P 500 investors $0.05.Ok, so that's fine for those with 10+ years to invest, but surely retirees should stick to high-yield only right? WRONG!Unless you expect to drop dead in 10 years let's not forget that retirements last a long time.Hamilton Project22% of U.S. men can expect to live to 90 and 34% of woman.In other words, even if you're already retired chances are very good that you have a 10+ year, or even 30 to 40 year time horizon.And that's where the power of fast dividend compounding really shines.How powerful is hyper-dividend compounding over 35 years?MO + LOW Cumulative Dividends Since 1985 Per $1,000 Initial Investment MetricAltriaLowe'sAltria + Lowe'sTotal Dividends$282,584$37,611$286,519Total Inflation-Adjusted Dividends$100,563.70$13,384.70$101,964.06Annualized Income Growth Rate18.8%18.2%21.7%Total Income/Initial Investment %282.5837.61286.52Inflation-Adjusted Income/Initial Investment %100.5613.38101.96More Inflation-Adjusted Income Than AltriaNA0.131.01Starting Yield4.8%1.4%3.0%Today's Annual Dividend Return On Your Starting Investment (Yield On Cost)2774.0%682.5%4350.4%Today's Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)987.2%242.9%1548.2%(Source: Portfolio Visualizer Premium)You can enjoy 100X your initial investment in inflation-adjusted income and achieve truly mind boggling income by combining ultra-yield with hyper-dividend growth.And guess what? Combining yield + hyper-growth, even without dividends can be even more powerful.MO + AMZN Cumulative Dividends Since 1998 Per $1,000 Initial Investment MetricAltriaAltria + AmazonTotal Dividends$3,034.00$101,408.00Total Inflation-Adjusted Dividends$1,657.92$55,414.21Annualized Income Growth Rate3.31%27.96%Total Income/Initial Investment %3.034101.408Inflation-Adjusted Income/Initial Investment %1.65792349755.41420765More Inflation-Adjusted Income Than AltriaNA33.4Starting Yield3.80%4.10%Today's Annual Dividend Return On Your Starting Investment (Yield On Cost)8.30%1523.50%2022 Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)4.54%832.51%(Source: Portfolio Visualizer Premium) MO's dividend growth is low because of the 2007 and 2008 spin-offs. Had you bought both AMZN and MO back in 1997, reinvested dividends, and rebalanced annually, today you've received 33X more inflation-adjusted income over the last 24 years.28% annual income growth means a 208X higher inflation-adjusted yield on cost.Income growth over time tends to track total returns, so you want to make sure that you're dividend portfolio is likely to generate strong returns. Not just to keep up with inflation (2.3% long-term according to the bond market).You want your standard of living to keep rising in retirement, no matter how long you live.And that's where growth stocks like QCOM and NVDA can help.Several members have asked for an update on those chip titans and after carefully examining both companies most recent fundamentals I have come to a surprising conclusion.At the moment, Nvidia is the far better chip dividend stock to buy, for anyone looking to maximize long-term income. Let me show you why.Qualcomm: A Wonderful World-Beater Facing A Slower Growth FutureYchartsChip makers are up 26% in the last month, though that's only after getting crushed in a ferocious bear market.Portfolio Visualizer PremiumNvidia fell as much as 63% in this bear market (so far). That's its 3rd worst bear market in history.Portfolio Visualizer PremiumQCOM has fallen as much as 37% in this bear market, also it's 3rd worst bear market.Smartphone Weakness Finally Catches Up to Qualcomm As Inventories BuildQualcomm’s guidance includes an estimated negative impact of about $2 billion in revenue due to weaker demand, foreign exchange headwinds, and excess inventories.\" - MorningstarOne year ago, chip makers were the darlings of Wall Street. The Pandemic supply chain disruptions caused a chip shortage, while record $30 trillion in global stimulus caused a boom in demand for physical goods. Many of which require computer chips.Some in the industry were even talking about a permanent industry shift, from cyclical boom and bust cycles, to a world in which chip makers could deliver steady, tech utility like secular growth.Well, scratch that idea. It turns out chips are still a cyclical industry and smartphone demand is falling rapidly as the global economy weakens.Samsung’s profit drops by more than 30% on weakening memory chip demandQualcomm said it expects its mobile-phone handset business to fall In \"a low double-digit percentage range\" this year from last year. The company had earlier forecast a \"mid-single-digit percentage decline\" from 2021.\" - Seeking AlphaAs early as Q2 QCOM's sales were soaring 36% on the back of strong smartphone demand.Now they are expected to decline and so are earnings.FactSet Research TerminalAfter exploding higher during the pandemic, QCOM's earnings are expected to:fall 8% in 2023grow 11% in 20242% EPS growth from 2022 to 2024.QCOM's licensing business, which generates incredible 73% operating margins, isn't expected to grow in the future, though its 263,708 patents are still expected to mint free cash flow for years to come.At least in the short-term analysts growth outlooks have dimmed for QCOM which is now expected to grow around 8% over the long-term, after we get past the 2023 recession.FAST Graphs, FactSetFAST Graphs, FactSetFAST Graphs, FactSetFAST Graphs, FactSetIs QCOM likely to actually grow at 8% over time? Which would make the total return outlook rather uninspiring?Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10-Year Inflation And Risk-Adjusted Expected ReturnNasdaq0.8%11.8%12.6%8.8%6.5%11.01.88Schwab US Dividend Equity ETF3.6%8.5%12.1%8.4%6.1%11.81.81Dividend Aristocrats2.6%8.5%11.1%7.8%5.4%13.21.70S&P 5001.8%8.5%10.3%7.2%4.9%14.81.61Qualcomm2.4%7.8%10.2%7.1%4.8%15.01.60(Source: DK Research Terminal, FactSet)If analysts are right, then QCOM might merely match the market going forward.But I don't actually expect QCOM to grow at just 8% in the future, and here are two reasons why.Investor presentationQCOM's addressable market is expected to grow from $100 billion per year (43% market share) to $700 billion in the next decade. QCOM is diversifying into cloud computing, driverless cars, and the internet of things or IOT.This makes me think that the recent decline in growth outlook is due to the recent cyclical downturn, which often happens with chip makers.YchartsHowever, in the short-term QCOM investors are going to have to be patient, because the recent face-ripping rally has reduced the total return potential for the next few years.YchartsQCOM has rallied 21% off its November 3rd lows, and combined with a weak global growth outlook for 2023, means that short-term growth prospects are rather weak.But that doesn't mean that QCOM isn't a potentially attractive buy.fair value: $163.92current price: $126.02discount to fair value: 23%DK rating: potentially strong buy.FactSet Research TerminalQCOM is trading at 11.4X consensus trough earnings, and just 9.3X cash-adjusted trough earnings.That means it's pricing in approximately 1.6% CAGR long-term growth, far below the 7.8% analysts currently expect.Qualcomm 2024 Consensus Return Potential FAST Graphs, FactSetWhich means that if QCOM grows as expected and returns to historical market-determined fair value it could deliver Buffett-like 19% annual returns over the next three years.about 2X the S&P consensusQualcomm 2028 Consensus Return PotentialFAST Graphs, FactSetEven with just 3.5% annual EPS growth expected through 2028, QCOM could more than double your money, delivering 14% annual returns, about 2X the S&P consensus.Or to put another way, if you buy QCOM today, you get an Ultra-SWAN quality dividend growth powerhouse, that could more than double your money as we wait to see if QCOM's growth outlook improves in the future.FAST Graphs, FActSetQCOM has been paying a dividend for 19 consecutive years, and raised it every year. The dividend growth rate has been a stellar 20% annually and its delivered close to 14% annual returns.the current five year consensus return forecast.I think long-term QCOM should be able to continue delivering 13% to 14% long-term returns, which makes it worth buying today, or at least holding it if you already own it.13% to 14% long-term returns is better than SCHD, the S&P, dividend aristocrats, and the Nasdaq.Qualcomm Investment Decision ScoreDKDividend Kings Automated Investment Decision ToolQCOM might not be a table-pounding buy compared to the S&P 500, but it's still a satisfactory one that's offering:superior and safer yielda faster-growing dividendbetter medium-term total returns66% better risk-adjusted expected returns30% higher income potential over the next five years than the S&PNVIDIA: A Chip Specialist Facing A Cyclical Downturn But Whose Hyper-Growth Outlook Remains IntactNVDA fell off a cliff when the Biden Administration announced export controls on chips to China.Fortunately the company adapted quickly and has already announced new export control compliant chips.YchartsNews like that, along with the overall \"risk on\" sentiment in stocks, has helped drive NVDA up 44% in recent weeks.This isn't surprising given that NVDA is a very volatile stock, historically 2.2X more volatile than the S&P 500.Nvidia Rolling Returns Since Feb 1999 IPOPortfolio Visualizer PremiumGut churning volatility cuts both ways, with 90% crashes followed by 751% one year rallies.From bear market lows NVDA is capable of:140% annual returns for 3 years = 13.8X in 3 years89% annual returns for five years = 24.1X in five years81% annual returns for seven years = 64.9X in seven years47% annual returns for 10 years = 92.4X in 10 years34% annual returns for 15 years = 77.1X in 15 years.The question investors need answered today, is what does NVDA's long-term outlook like now that the U.S. and China are in an economic cold war?Nvidia's Data Center Business Drives the Firm's Wide Moat RatingNvidia is the top designer of discrete graphics processing units that enhance the visual experience on computing platforms. The firm's chips are used in a variety of end markets, including high-end PCs for gaming and data centers.\" - MorningstarNVDA might have started out focused on gaming PCs, but it's now at the forefront of some of the world's best secular growth trends.cloud computingAIdriverless carsautomation.investor presentationManagement estimates NVDA's total addressable market is $1 trillion per year (2.7% market share) and those markets are the backbone of the entire $100 trillion global economy.The acquisition of Mellanox has helped diversify Nvidia’s end-market exposure, and we suspect the firm will derive over half of revenue from the data center segment going forward, which should help mitigate some of the volatility Nvidia has faced in its gaming and cryptocurrency mining-related sales over the past few years.\" - MorningstarNVDA has been diversifying away from gaming for years, and Morningstar thinks they could soon get over 50% of sales from datacenters, a far more stable business.FactSet Research TerminalAnalysts are even more bullish on the datacenter business, expecting it to triple in the next five years.25% annual growth rate.By 2027 analysts think 73% of NVDA's sales will be coming from datacenters.Why? Because datacenters are enterprise and big businesses don't mind spending millions on the best hardware if it saves them money in the long-term.What kind of businesses are NVDA's datacenter customers?investor presentationNVDA's datacenter customers have deep pockets and are expected to help drive incredible long-term growth. How incredible?FactSet Research TerminalHow about tripling earnings in five years, and 18% long-term earnings growth?20% to 78% CAGR growth over the last 20 years.Given NVDA's massive $1 trillion addressable market, and dominance in advanced GPUs (the \"super chips\" that drive the future) I consider 18% long-term growth a reasonable estimate from all 46 analysts who cover it.What does that potentially mean for investors?Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10-Year Inflation And Risk-Adjusted Expected ReturnNvidia0.1%17.7%17.8%12.5%10.1%7.12.62Nasdaq0.8%11.8%12.6%8.8%6.5%11.01.88Schwab US Dividend Equity ETF3.6%8.5%12.1%8.4%6.1%11.81.81Dividend Aristocrats2.6%8.5%11.1%7.8%5.4%13.21.70S&P 5001.8%8.5%10.3%7.2%4.9%14.81.61Qualcomm2.4%7.8%10.2%7.1%4.8%15.01.60(Sources: DK Research Terminal, FactSet, Morningstar, Ycharts)Analysts expect Buffett-like 18% long-term returns from NVDA, not much bellow its 22% CAGR rolling 15-year returns since 1999.In other words:QCOM is struggling with several slow years of growth due to cyclical headwindsNVDA's growth engine is firing on all cylinders thanks to its dominance of super chip GPUs driving the future of the world economyOK, so NVDA is the best chip stock right? And clearly better than QCOM? Not necessarily.The Biggest Problem Income Investors Will Have With NvidiaWhat is there to not love about NVDA? Is it the balance sheet?A stable credit rating from S&P = 0.66% 30-year bankruptcy risk$11 billion in net cash on the balance sheet$6.6 billion in annual free cash flow.No, NVDA's balanced sheet is a fortress and it's a free cash flow minting machine.No, the biggest issue about NVDA is how stingy management is with the dividend.FAST Graphs, FactSetNVDA's overall dividend growth rate is expectational, 27% CAGR since it began paying on in 2013. And its 52% CAGR annual total returns over that time period put even Amazon (AMZN) to shame.But note how the dividend growth rate began slowing in 2018 and it hasn't raised its dividend for two years. The free cash flow (\"FCF\") payout ratio has fallen to 5%, 1/10th the credit rating safety guideline for this industry.NVDA's dividend yield is 0.1% and even if management were to take the payout ratio to the 50% safety guideline it would be just 1%, far below other world-beater blue-chip dividend chip stocks.Broadcom (AVGO): 3.2%Texas Instruments (TXN): 2.8%Qualcomm: 2.4%.FactSet Research TerminalValue investors might also be uncomfortable with a company trading at 38X forward earnings.cash-adjusted P/E is 29XWhat is NVDA's fair value?NVDA fair value: $136.39current price: $160.55discount to fair value: -18%DK rating: hold.NVDA's 45% rally in recent weeks meant the margin of safety went from 21% to -18%.Today NVDA is at a premium price that means a lot of downside risk for one of the most volatile world-beater tech blue-chips in the world.If the 2023 recession causes earnings estimates to come down in the coming quarters? Then NVDA could suffer a sharp decline like these.Nvidia In The 2022 Bear MarketPortfolio Visualizer PremiumIn the past year alone NVDA has suffered double-digit monthly declines no less than six times, including 32% crash in April.Nvidia In The PandemicPortfolio Visualizer PremiumNvidia held up well in the Pandemic, as did most tech stocks.The Nasdaq 100 fell just 12% while the S&P fell 34%.But NVDA's crashes are the stuff of legend, and anyone owning it should be prepared for truly gut-wrenching volatility in the future. What kind of volatility?Nvidia In The 2018 Bear MarketPortfolio Visualizer PremiumImagine a stock you own falls 25% in a month, then 22% the next month, and then another 18% the following month.That's what happened in the 2018 bear market.53% decline in 3 monthsS&P fell 21%.And that was just the 4th largest bear market in NVDA's history.it's suffered six 40+% crashes in the last 23 yearsaveraging once every four years.Nvidia In The 2011 Bear MarketPortfolio Visualizer PremiumCompared to some its crashes, the 2011 bear market decline of 38% was relatively tame.Nvidia In The Great RecessionPortfolio Visualizer PremiumNVDA dell 80% during the Great Recession, including falling almost 40% in July 2008. It fell 54% from June to July of 2008, a level of volatility that only those who owned it in a diversified portfolio could stomach.Nvidia Pre-Tech CrashPortfolio Visualizer PremiumEven before the tech crash of 2000 to 2002, NVDA was capable of falling 32% in a single month.Nvidia During The Tech CrashPortfolio Visualizer PremiumPortfolio Visualizer PremiumIf you think a 45% one month rally means NVDA is out of the woods, you're wrong.During the Tech Crash NVDA had nine 20+% single month rallies.That includes nearly tripling from October 2001 to December 2001.NVDA then proceeded to fall nine straight months, a total of 87%, including getting cut in half in June 2002.after already falling 50% in the previous five monthsand then it fell another 50% before bottoming in September of 2022.So what if you buy NVDA today? At a 17% historical premium? Will you regret it? That depends on your time horizon. Over the next few months? Probably you're in for a wild wide...to the downside.2023 recession is expected to cause the market to bottom at 3,000 to 3,400 between Q1 of 2023 and Q4 of 2024.But in the medium-term and long-term?Nvidia 2025 Consensus Total Return Potential(Source: FAST Graphs, FactSet)NVDA's P/E peaked in the Pandemic bubble at 82X, compared to a historical market-determined fair value of 32.It's 60% collapse brought it back to historical fair value and then it rallied 45% and became 18% overvalued. Despite strong growth in 2024 and 2025, it's consensus return potential is effectively zero.NVIDIA 2028 Consensus Total Return Potential(Source: FAST Graphs, FactSet)NVDA's growth rate is so strong that it might almost double even from today's 18% historical premium.approximately 2X the S&P consensus.But if those estimates come down then NVDA investors could be in for a rough and highly volatile few years.Nvidia Investment Decision ScoreDKDividend Kings Automated Investment Decision ToolNVDA today, even at an 18% premium, is a superior choice compared to the S&P 500.higher risk-adjusted expected return than the S&P over the next five years80% higher long-term annual return potentialBottom Line: Nvidia Is The Far Better Growth Stock But Qualcomm Is The Far Better Buy TodayWhen it comes to maximizing safe long-term income, combining hyper-growth with high-yield is the single best strategy.And that's why blue-chip income investors love companies like QCOM and NVDA, which can turbocharge their long-term income growth rates.SCHD delivered 15% annual income growth over the last decadeSCHD, QQQ, MO, ENB, QCOM, and NVDA delivered 28% CAGRand 50% more overall inflation-adjusted income.And when it comes to the issue of which chip titan is the better growth stock, it looks like NVDA is the hands down winner.a 10X bigger addressable market today (though QCOM is planning to catch up 70% of the way within a decade)2x the median growth consensushistorically 7% higher annual returns.So you might think that NVDA is the hands down winner here. But remember that valuation matters, and it matters a lot.QCOM is 20% historically undervaluedNVDA is almost 20% historically overvalued.Given that NVDA is one of the most volatile companies on earth, capable of rising or falling 60% in a single month, knowingly overpaying for it is just asking for extreme portfolio short-term pain.If you own NVDA today, as I do? I don't recommend selling it. Not when you've potentially locked in Buffett-like 18% CAGR long-term returns and its growth engines are firing on all cylinders.But for new money today? QCOM is the far better option, and could more than double in the next five years.Even if QCOM's growth outlook never recovers from its current 8%, paying 9.4X cash-adjusted earnings gives you a very nice margin of safety.One that means anyone buying QCOM today is likely to be pleased in 5+ years, and possibly feel like a stock market genius in 10+ years.","news_type":1,"symbols_score_info":{"NVDA":1,"QCOM":1}},"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963777354,"gmtCreate":1668775976178,"gmtModify":1676538111972,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Ridiculous 👎","listText":"Ridiculous 👎","text":"Ridiculous 👎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963777354","repostId":"1149059852","repostType":2,"repost":{"id":"1149059852","kind":"news","pubTimestamp":1668763089,"share":"https://ttm.financial/m/news/1149059852?lang=en_US&edition=fundamental","pubTime":"2022-11-18 17:18","market":"us","language":"en","title":"\"This Situation Is Unprecedented\": 10 Crazy Things Detailed in FTX’s Bankruptcy Filing","url":"https://stock-news.laohu8.com/highlight/detail?id=1149059852","media":"Market Watch","summary":"On Thursday, John Ray, III, the new CEO of FTX, dropped a long-awaited declaration in U.S. bankruptc","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/6cb65829c614ab05cc22af22d87dbf00\" tg-width=\"700\" tg-height=\"452\" referrerpolicy=\"no-referrer\"/>On Thursday, John Ray, III, the new CEO of FTX, dropped a long-awaited declaration in U.S. bankruptcy court, giving a sober assessment of the collapse of Sam Bankman-Fried’s crypto empire. The bankruptcy-court filing followed a whirlwind of events, including the publication of explosive texts Bankman-Fried sent to a Vox reporter earlier this week.</p><p>Ray set the tone for what he has found since FTX filed for bankruptcy protection last week, citing his 40 years of experience in the legal and restructuring business, including a role as chief restructuring officer and CEO of Enron, one of the biggest corporate collapses ever.</p><p>“Never in my career have I seen such a complete failure of corporate controls and such a complete absence of trustworthy financial information as occurred here,” Ray wrote. “This situation is unprecedented.”</p><p>Here are 10 revelations that Ray made in federal bankruptcy court on Thursday about Bankman-Fried and the FTX debacle he created.</p><h2>1. Most of FTX’s digital assets have not been secured</h2><p>As of Thursday, Ray made clear that while he now controls the various FTX trading and exchange platforms and Bankman-Fried’s crypto hedge fund Alameda Research, he’d “located and secured only a fraction of the digital assets” he hoped to recover. In fact, Ray said only some $740 million of cryptocurrency had been secured in new cold wallets. Ray cited at least $372 million of unauthorized transfers that had taken place on the day FTX and Alameda filed for bankruptcy last week, and the “dilutive ‘minting’ of approximately $300 million in FTT tokens by an unauthorized source” in the days after the filing. FTT tokens were created by FTX to facilitate trading on its exchange and made up a big chunk of Alameda’s assets.</p><h2>2. Nobody knows who the biggest customer creditors are of FTX.</h2><p>FTX.com and FTX.US had customers around the world who used its cryptocurrency exchanges and platforms. But Ray said he was unable to create a list of FTX’s top 50 creditors that included customers.</p><h2>3. Alameda Research loaned $4.1 billion out to entities, including Bankman-Fried and his closest partners.</h2><p>There have been reports that FTX lent out billions of dollars in customer funds to Bankman-Fried’s hedge fund, Alameda Research. But on Thursday, Ray revealed that Alameda had made $4.1 billion of related-party loans that remained outstanding at the end of September. This included a $1 billion loan Alameda made to Bankman-Fried himself, a $543 million loan made to FTX cofounder Nishad Singh, and $55 million borrowed by FTX co-CEO Ryan Salame.</p><h2>4. FTX corporate funds were used to buy personal homes</h2><p>Bankman-Fried lived in a luxury resort in the Bahamas, where FTX was also based. There, bankruptcy filings say, corporate funds of FTX “were used to purchase homes and other personal items for employees and advisors.” Ray said in his filing that there is no documentation for the transactions and loans associated with these real estate purchases, which were recorded in the personal name of employees and advisors.</p><h2>5. Personalized emojis to approve disbursements</h2><p>To demonstrate the lack of disbursement and appropriate business controls at FTX, Ray pointed out that FTX employees  “submitted payment requests through an on-line ‘chat’ platform where a disparate group of supervisors approved disbursements by responding with personalized emojis.”</p><h2>6. Alameda Research was one of the world’s biggest hedge funds</h2><p>According to the bankruptcy filing, Alameda’s balance sheet showed $13.46 billion in total assets as of the end of September. That’s roughly equivalent to the assets managed by famous billionaire hedge fund traders like Bill Ackman, Paul Tudor Jones and Jeffrey Talpins.</p><h2>7. Audit opinions from the metaverse</h2><p>Bankman-Fried secured audit opinions for the international FTX trading platform part of his business from Prager Metis, a firm that Ray had never heard of before. Ray said he went to the firm’s website to learn more about it and discovered that Prager Metis described itself as the“first-ever CPA firm to officially open its Metaverse headquarters in the metaverse platform Decentraland.”</p><h2>8. Alameda had a secret exemption on FTX.com</h2><p>Ray’s filing on Thursday indicated that Bankman-Fried’s Alameda hedge fund might have had a trading edge on the FTX.com trading platform. According to the filing, Alameda had a “secret exemption” from “certain aspects of FTX.com’s auto-liquidation protocol.”</p><h2>9. Customer liabilities are not reflected in FTX financial statements</h2><p>Ray expects that the FTX.US exchange and trading platform, which serviced American customers, will have “significant liabilities arising from crypto assets deposited by customers through the FTX US platform.” He believes the FTX exchange that was used by FTX clients outside the U.S. could also have significant client liabilities. But none of these liabilities are reflected in the financial statements that were prepared while Bankman-Fried ran FTX, Ray said.</p><h2>10. Ray has no confidence in any FTX balance sheet</h2><p>Time and again in the filing, Ray offers the same disclaimer after detailing FTX-related financial statements. He notes that many of the balance sheets at FTX and Alameda are unaudited, and that because they were produced while Bankman-Fried ran and controlled the company, “I do not have confidence in it.”</p></body></html>","source":"lsy1616996754749","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"This Situation Is Unprecedented\": 10 Crazy Things Detailed in FTX’s Bankruptcy Filing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"This Situation Is Unprecedented\": 10 Crazy Things Detailed in FTX’s Bankruptcy Filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 17:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/this-situation-is-unprecedented-10-crazy-things-detailed-in-ftxs-bankruptcy-filing-11668710122?mod=home-page><strong>Market Watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On Thursday, John Ray, III, the new CEO of FTX, dropped a long-awaited declaration in U.S. bankruptcy court, giving a sober assessment of the collapse of Sam Bankman-Fried’s crypto empire. The ...</p>\n\n<a href=\"https://www.marketwatch.com/story/this-situation-is-unprecedented-10-crazy-things-detailed-in-ftxs-bankruptcy-filing-11668710122?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"比特币ETF-Grayscale","COIN":"Coinbase Global, Inc."},"source_url":"https://www.marketwatch.com/story/this-situation-is-unprecedented-10-crazy-things-detailed-in-ftxs-bankruptcy-filing-11668710122?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149059852","content_text":"On Thursday, John Ray, III, the new CEO of FTX, dropped a long-awaited declaration in U.S. bankruptcy court, giving a sober assessment of the collapse of Sam Bankman-Fried’s crypto empire. The bankruptcy-court filing followed a whirlwind of events, including the publication of explosive texts Bankman-Fried sent to a Vox reporter earlier this week.Ray set the tone for what he has found since FTX filed for bankruptcy protection last week, citing his 40 years of experience in the legal and restructuring business, including a role as chief restructuring officer and CEO of Enron, one of the biggest corporate collapses ever.“Never in my career have I seen such a complete failure of corporate controls and such a complete absence of trustworthy financial information as occurred here,” Ray wrote. “This situation is unprecedented.”Here are 10 revelations that Ray made in federal bankruptcy court on Thursday about Bankman-Fried and the FTX debacle he created.1. Most of FTX’s digital assets have not been securedAs of Thursday, Ray made clear that while he now controls the various FTX trading and exchange platforms and Bankman-Fried’s crypto hedge fund Alameda Research, he’d “located and secured only a fraction of the digital assets” he hoped to recover. In fact, Ray said only some $740 million of cryptocurrency had been secured in new cold wallets. Ray cited at least $372 million of unauthorized transfers that had taken place on the day FTX and Alameda filed for bankruptcy last week, and the “dilutive ‘minting’ of approximately $300 million in FTT tokens by an unauthorized source” in the days after the filing. FTT tokens were created by FTX to facilitate trading on its exchange and made up a big chunk of Alameda’s assets.2. Nobody knows who the biggest customer creditors are of FTX.FTX.com and FTX.US had customers around the world who used its cryptocurrency exchanges and platforms. But Ray said he was unable to create a list of FTX’s top 50 creditors that included customers.3. Alameda Research loaned $4.1 billion out to entities, including Bankman-Fried and his closest partners.There have been reports that FTX lent out billions of dollars in customer funds to Bankman-Fried’s hedge fund, Alameda Research. But on Thursday, Ray revealed that Alameda had made $4.1 billion of related-party loans that remained outstanding at the end of September. This included a $1 billion loan Alameda made to Bankman-Fried himself, a $543 million loan made to FTX cofounder Nishad Singh, and $55 million borrowed by FTX co-CEO Ryan Salame.4. FTX corporate funds were used to buy personal homesBankman-Fried lived in a luxury resort in the Bahamas, where FTX was also based. There, bankruptcy filings say, corporate funds of FTX “were used to purchase homes and other personal items for employees and advisors.” Ray said in his filing that there is no documentation for the transactions and loans associated with these real estate purchases, which were recorded in the personal name of employees and advisors.5. Personalized emojis to approve disbursementsTo demonstrate the lack of disbursement and appropriate business controls at FTX, Ray pointed out that FTX employees  “submitted payment requests through an on-line ‘chat’ platform where a disparate group of supervisors approved disbursements by responding with personalized emojis.”6. Alameda Research was one of the world’s biggest hedge fundsAccording to the bankruptcy filing, Alameda’s balance sheet showed $13.46 billion in total assets as of the end of September. That’s roughly equivalent to the assets managed by famous billionaire hedge fund traders like Bill Ackman, Paul Tudor Jones and Jeffrey Talpins.7. Audit opinions from the metaverseBankman-Fried secured audit opinions for the international FTX trading platform part of his business from Prager Metis, a firm that Ray had never heard of before. Ray said he went to the firm’s website to learn more about it and discovered that Prager Metis described itself as the“first-ever CPA firm to officially open its Metaverse headquarters in the metaverse platform Decentraland.”8. Alameda had a secret exemption on FTX.comRay’s filing on Thursday indicated that Bankman-Fried’s Alameda hedge fund might have had a trading edge on the FTX.com trading platform. According to the filing, Alameda had a “secret exemption” from “certain aspects of FTX.com’s auto-liquidation protocol.”9. Customer liabilities are not reflected in FTX financial statementsRay expects that the FTX.US exchange and trading platform, which serviced American customers, will have “significant liabilities arising from crypto assets deposited by customers through the FTX US platform.” He believes the FTX exchange that was used by FTX clients outside the U.S. could also have significant client liabilities. But none of these liabilities are reflected in the financial statements that were prepared while Bankman-Fried ran FTX, Ray said.10. Ray has no confidence in any FTX balance sheetTime and again in the filing, Ray offers the same disclaimer after detailing FTX-related financial statements. He notes that many of the balance sheets at FTX and Alameda are unaudited, and that because they were produced while Bankman-Fried ran and controlled the company, “I do not have confidence in it.”","news_type":1,"symbols_score_info":{"GBTC":0.9,"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963407347,"gmtCreate":1668732773089,"gmtModify":1676538103732,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Bounce, bounce, bounce, up to the crater ofthe moon😀","listText":"Bounce, bounce, bounce, up to the crater ofthe moon😀","text":"Bounce, bounce, bounce, up to the crater ofthe moon😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963407347","repostId":"2284516715","repostType":4,"repost":{"id":"2284516715","kind":"highlight","pubTimestamp":1668730955,"share":"https://ttm.financial/m/news/2284516715?lang=en_US&edition=fundamental","pubTime":"2022-11-18 08:22","market":"hk","language":"en","title":"What to Know About Alibaba's Latest Earnings Report","url":"https://stock-news.laohu8.com/highlight/detail?id=2284516715","media":"InvestorPlace","summary":"Alibaba (BABA) shares are a hot topic today after releasing results for Q3.That includes earnings pe","content":"<div>\n<p>Alibaba (BABA) shares are a hot topic today after releasing results for Q3.That includes earnings per share that came in above estimates.However, its revenue was lower than expected.Source: ...</p>\n\n<a href=\"https://investorplace.com/2022/11/baba-stock-alert-what-to-know-about-alibabas-latest-earnings-report/\">Source Link</a>\n\n</div>\n","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Know About Alibaba's Latest Earnings Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat to Know About Alibaba's Latest Earnings Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/11/baba-stock-alert-what-to-know-about-alibabas-latest-earnings-report/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba (BABA) shares are a hot topic today after releasing results for Q3.That includes earnings per share that came in above estimates.However, its revenue was lower than expected.Source: ...</p>\n\n<a href=\"https://investorplace.com/2022/11/baba-stock-alert-what-to-know-about-alibabas-latest-earnings-report/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://investorplace.com/2022/11/baba-stock-alert-what-to-know-about-alibabas-latest-earnings-report/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284516715","content_text":"Alibaba (BABA) shares are a hot topic today after releasing results for Q3.That includes earnings per share that came in above estimates.However, its revenue was lower than expected.Source: BigTunaOnline / Shutterstock.comAlibaba (NYSE:BABA) stock is on the move Thursday following the release of the Chinese e-commerce company’s earnings report for the third quarter of 2022.Results from the company’s most recent quarter include adjusted earnings per share of $1.82. That’s better than the $1.65 per share that Wall Street was expecting for the quarter. It’s also better than the $1.76 per share reported in the third quarter of 2021.On the flip side of that, Alibaba’s revenue of $29.12 billion is disappointing. It falls short of analysts’ revenue estimate of $29.57 billion for the period. However, it does represent a 3% increase year-over-year.Daniel Zhang, chairman and CEO of Alibaba, said the following in the earnings report.“We delivered solid results this past quarter despite ongoing macro environment challenges, which is a testament to our resilient business model and unmatched customer value proposition. The uncertainties of the global landscape have only reinforced our resolve to focus on building capacity that will yield sustainable, high-quality growth for our customers and our own business over the long term.”Investor Reactions to BABA’s Q3 EarningsSo, far things are looking good this morning with some 9 million shares of BABA stock on the move. That’s not a bad start to the day compared to the company’s daily average trading volume of about 23 million shares.In addition to that, shares of BABA stock are up 7.8% on Thursday. Investors will note that the stock is still down 29% since the start of the year.","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963630938,"gmtCreate":1668656685524,"gmtModify":1676538092275,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Buy the dip in tranches.","listText":"Buy the dip in tranches.","text":"Buy the dip in tranches.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963630938","repostId":"2284341781","repostType":2,"repost":{"id":"2284341781","kind":"highlight","pubTimestamp":1668656273,"share":"https://ttm.financial/m/news/2284341781?lang=en_US&edition=fundamental","pubTime":"2022-11-17 11:37","market":"us","language":"en","title":"Google Stock: Buy The Panic","url":"https://stock-news.laohu8.com/highlight/detail?id=2284341781","media":"Seeking Alpha","summary":"SummaryAlphabet’s stock is down 32% YTD; we recommend investors buy the pullback.We believe current ","content":"<html><head></head><body><p>Summary</p><ul><li>Alphabet’s stock is down 32% YTD; we recommend investors buy the pullback.</li><li>We believe current macroeconomic headwinds and pullbacks on advertisement spending took a bite out of Alphabet’s two main revenue drivers: Google Ads and Google Cloud.</li><li>We’re constructive on Alphabet’s position to grow as it leverages its online platforms to become the go-to advertisement platform and increase advertising revenue once macroeconomic headwinds ease.</li><li>We like Alphabet’s position in the cloud market. We expect Alphabet to benefit from the global shift to the cloud.</li><li>While the Alphabet stock price is still volatile in the near term, we believe the worst is priced in and recommend investors take advantage of the pullback.</li><li>We’re bullish on Alphabet Inc. (&#34;Google&#34;). Cutting out all the market noise, we believe Alphabet is one of the better-positioned companies to grow through 2023.</li></ul><p>Our bullish sentiment on the stock comes from two sources: Google Ads and Google Cloud. On the one hand, Google Ads is the company’s bread and butter, accounting for almost 79% of Alphabet’s 3Q22 revenue. While Google Ads has been Alphabet’s revenue driver, it is also the reason the company missed revenue expectations by around 10%. We believe macroeconomic headwinds have heavily bit into advertising spending this quarter. We expect Alphabet to enjoy demand tailwinds in its advertisement revenue as soon as market tension eases.</p><p>On the other hand, we expect Google Cloud to be a future revenue driver. The cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027, and we believe Google Cloud will benefit from the global shift to the cloud. We don&#39;t expect Alphabet&#39;s stock to rally before 1H23, but we believe Alphabet’s current valuation provides an attractive entry point to invest in Alphabet’s 2023 growth.</p><h2><b>Google Ads is a double-edged sword</b></h2><p>Alphabet’s stock dropped around 7% in extended earnings the day after the company reported earnings for 3Q22- we believe the disappointing quarter was primarily the result of weakening advertising spending. We interact with Alphabet on several platforms a day; the company makes the bulk of its revenue through being an attractive advertising platform. Inflationary pressures hiked interest rates, and the overall macroeconomic environment caused advertising spending to weaken.</p><p>We believe the weak advertising spending gate lowers Alphabet’s double-digit growth. Yet, Alphabet remains a lucrative advertisement platform, and hence we expect Alphabet’s Google Ads to pick up when macroeconomic headwinds ease. Very few people can say they’ve never used Google- the company’s broad customer base makes it highly lucrative to the global digital advertising market, estimated to grow at a CAGR of 13.9%. We expect most of the Google Ad weakness has been priced into the stock and believe Alphabet’s pullback creates an attractive entry point.</p><h2><b>Google Cloud is a revenue driver, in progress</b></h2><p>Despite Alphabet’s overall revenue growth slowing to 6% this quarter, Google Cloud grew an impressive 38% despite macroeconomic headwinds. We expect Google Cloud to be the second leg of the table for Alphabet going forward. The following table outlines Alphabet’s revenue by segment in 3Q22.<img src=\"https://static.tigerbbs.com/762357bfb2631093869c73cab5410228\" tg-width=\"557\" tg-height=\"259\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>GOOG earnings 3Q22</p><p>Long-term global digitalization trends are driving cloud adoption; the cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027. Google Cloud is the third largest player in the global public cloud market, after Microsoft’s Azure (MSFT) and Amazon’s AWS (AMZN). Alphabet’s a distant third, with only 10% of the market share. However, with the cloud market booming, we believe there’s plenty of room for market share growth.</p><p><img src=\"https://static.tigerbbs.com/dab86ddd709cd11d8a7b32bd68d1a389\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Synergy Research Group</p><p>Alphabet CEO Sundar Pichai emphasized how cloud growth is a key priority for the company going forward. Google Cloud encompasses Google’s infrastructure and platform services, collaboration tools, and other services for enterprise customers. We expect cloud spending to be weakened by current macroeconomic headwinds and sluggish consumer spending, and expect this will impact Alphabet alongside Microsoft and Amazon. Despite headwinds, Google’s Cloud 38% growth Y/Y outperformed Microsoft’s Cloud growth of 20%. Alphabet has a small base compared to Microsoft and Amazon, and we believe the company has a long way to go before it can become first or second place in the market. Yet, we believe the growth opportunities in the cloud market make it realistic for Google Cloud to grow meaningfully in 2023.</p><h2><b>Risks to our bullish sentiment </b></h2><p>Alphabet’s underwhelming earnings report in 3Q22 instigated a harsh market reaction. We believe Alphabet&#39;s stock price remains volatile towards the end of the year, but we expect the pullback creates an attractive entry point into Alphabet’s 2023 growth. We believe the company’s main near-term risks are weakening advertising spending and potential Cloud CAPEX cuts due to weakening consumer spending and macroeconomic headwinds. We’re not too worried about the company, as we believe Alphabet’s focus on expanding its cloud presence serves as a long-term growth driver. We also believe the company’s advertisement revenue will rally when markets pick up.</p><h2><b>Stock pullback</b></h2><p>Alphabet grew almost 99% over the past year. YTD, the stock is down around 32%, alongside the larger tech peer group. YTD, Alphabet’s two largest competitions in the cloud and advertisement space are also in negative territory, with Microsoft dropping around 28% and Amazon around 41%. We attribute the declines across the board to the harsh macroeconomic environment and spending cuts on advertising. We recommend investors buy Alphabet’s stock pullback.</p><p>The following graphs outline Alphabet’s five-year and YTD stock performance alongside the competition.</p><p><img src=\"https://static.tigerbbs.com/77f8b2d875dd43c7a4667a7d94a9f314\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>TechStockPros<img src=\"https://static.tigerbbs.com/f112d6f34e8a4e30a34eca0fab9334a0\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2><b>Attractive valuation </b></h2><p>Alphabet is relatively cheap, trading at 16.1x C2024 EPS $6.13 on a P/E basis compared to the peer group average of 19.5x. On EV/Sales, the stock is trading at 3.3x C2024 compared to the peer group average of 4.3x. We like Alphabet’s valuation and believe the stock provides an attractive entry point into one of the largest tech companies at a discount.</p><p>The following graph outlines Alphabet’s valuation compared to the peer group.</p><p><img src=\"https://static.tigerbbs.com/c6f5d87c51846fb7b16e310b2c1bb1f6\" tg-width=\"640\" tg-height=\"370\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2><b>Word on Wall Street</b></h2><p>Wall Street shares our bullish sentiment on Alphabet. Of the 48 analysts covering the stock, 44 are buy-rated, and four are hold-rated. The stock is currently trading at $98. The median and mean sell-side price targets are set at $129 with a potential upside of 32%.</p><p>The following tables outline Alphabet’s sell-side ratings and price targets.</p><p><img src=\"https://static.tigerbbs.com/c971e14f5b2e02b96b5d9329446a07b1\" tg-width=\"566\" tg-height=\"283\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2><b>What to do with the stock</b></h2><p>While Alphabet’s had a rough quarter, we expect the company will grow meaningfully in 2023 on the back of Google Cloud and the recovery of advertising markets for Google Ads. The stock price remains volatile in the near term, but we believe the company’s valuation is being overlooked. Alphabet is trading cheaply relative to the peer group, and we believe the pullback creates an attractive entry point into the stock.</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 Stock: Buy The Panic</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 Stock: Buy The Panic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558393-google-stock-buy-the-panic><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlphabet’s stock is down 32% YTD; we recommend investors buy the pullback.We believe current macroeconomic headwinds and pullbacks on advertisement spending took a bite out of Alphabet’s two ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558393-google-stock-buy-the-panic\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4558393-google-stock-buy-the-panic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284341781","content_text":"SummaryAlphabet’s stock is down 32% YTD; we recommend investors buy the pullback.We believe current macroeconomic headwinds and pullbacks on advertisement spending took a bite out of Alphabet’s two main revenue drivers: Google Ads and Google Cloud.We’re constructive on Alphabet’s position to grow as it leverages its online platforms to become the go-to advertisement platform and increase advertising revenue once macroeconomic headwinds ease.We like Alphabet’s position in the cloud market. We expect Alphabet to benefit from the global shift to the cloud.While the Alphabet stock price is still volatile in the near term, we believe the worst is priced in and recommend investors take advantage of the pullback.We’re bullish on Alphabet Inc. (\"Google\"). Cutting out all the market noise, we believe Alphabet is one of the better-positioned companies to grow through 2023.Our bullish sentiment on the stock comes from two sources: Google Ads and Google Cloud. On the one hand, Google Ads is the company’s bread and butter, accounting for almost 79% of Alphabet’s 3Q22 revenue. While Google Ads has been Alphabet’s revenue driver, it is also the reason the company missed revenue expectations by around 10%. We believe macroeconomic headwinds have heavily bit into advertising spending this quarter. We expect Alphabet to enjoy demand tailwinds in its advertisement revenue as soon as market tension eases.On the other hand, we expect Google Cloud to be a future revenue driver. The cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027, and we believe Google Cloud will benefit from the global shift to the cloud. We don't expect Alphabet's stock to rally before 1H23, but we believe Alphabet’s current valuation provides an attractive entry point to invest in Alphabet’s 2023 growth.Google Ads is a double-edged swordAlphabet’s stock dropped around 7% in extended earnings the day after the company reported earnings for 3Q22- we believe the disappointing quarter was primarily the result of weakening advertising spending. We interact with Alphabet on several platforms a day; the company makes the bulk of its revenue through being an attractive advertising platform. Inflationary pressures hiked interest rates, and the overall macroeconomic environment caused advertising spending to weaken.We believe the weak advertising spending gate lowers Alphabet’s double-digit growth. Yet, Alphabet remains a lucrative advertisement platform, and hence we expect Alphabet’s Google Ads to pick up when macroeconomic headwinds ease. Very few people can say they’ve never used Google- the company’s broad customer base makes it highly lucrative to the global digital advertising market, estimated to grow at a CAGR of 13.9%. We expect most of the Google Ad weakness has been priced into the stock and believe Alphabet’s pullback creates an attractive entry point.Google Cloud is a revenue driver, in progressDespite Alphabet’s overall revenue growth slowing to 6% this quarter, Google Cloud grew an impressive 38% despite macroeconomic headwinds. We expect Google Cloud to be the second leg of the table for Alphabet going forward. The following table outlines Alphabet’s revenue by segment in 3Q22.GOOG earnings 3Q22Long-term global digitalization trends are driving cloud adoption; the cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027. Google Cloud is the third largest player in the global public cloud market, after Microsoft’s Azure (MSFT) and Amazon’s AWS (AMZN). Alphabet’s a distant third, with only 10% of the market share. However, with the cloud market booming, we believe there’s plenty of room for market share growth.Synergy Research GroupAlphabet CEO Sundar Pichai emphasized how cloud growth is a key priority for the company going forward. Google Cloud encompasses Google’s infrastructure and platform services, collaboration tools, and other services for enterprise customers. We expect cloud spending to be weakened by current macroeconomic headwinds and sluggish consumer spending, and expect this will impact Alphabet alongside Microsoft and Amazon. Despite headwinds, Google’s Cloud 38% growth Y/Y outperformed Microsoft’s Cloud growth of 20%. Alphabet has a small base compared to Microsoft and Amazon, and we believe the company has a long way to go before it can become first or second place in the market. Yet, we believe the growth opportunities in the cloud market make it realistic for Google Cloud to grow meaningfully in 2023.Risks to our bullish sentiment Alphabet’s underwhelming earnings report in 3Q22 instigated a harsh market reaction. We believe Alphabet's stock price remains volatile towards the end of the year, but we expect the pullback creates an attractive entry point into Alphabet’s 2023 growth. We believe the company’s main near-term risks are weakening advertising spending and potential Cloud CAPEX cuts due to weakening consumer spending and macroeconomic headwinds. We’re not too worried about the company, as we believe Alphabet’s focus on expanding its cloud presence serves as a long-term growth driver. We also believe the company’s advertisement revenue will rally when markets pick up.Stock pullbackAlphabet grew almost 99% over the past year. YTD, the stock is down around 32%, alongside the larger tech peer group. YTD, Alphabet’s two largest competitions in the cloud and advertisement space are also in negative territory, with Microsoft dropping around 28% and Amazon around 41%. We attribute the declines across the board to the harsh macroeconomic environment and spending cuts on advertising. We recommend investors buy Alphabet’s stock pullback.The following graphs outline Alphabet’s five-year and YTD stock performance alongside the competition.TechStockProsAttractive valuation Alphabet is relatively cheap, trading at 16.1x C2024 EPS $6.13 on a P/E basis compared to the peer group average of 19.5x. On EV/Sales, the stock is trading at 3.3x C2024 compared to the peer group average of 4.3x. We like Alphabet’s valuation and believe the stock provides an attractive entry point into one of the largest tech companies at a discount.The following graph outlines Alphabet’s valuation compared to the peer group.Word on Wall StreetWall Street shares our bullish sentiment on Alphabet. Of the 48 analysts covering the stock, 44 are buy-rated, and four are hold-rated. The stock is currently trading at $98. The median and mean sell-side price targets are set at $129 with a potential upside of 32%.The following tables outline Alphabet’s sell-side ratings and price targets.What to do with the stockWhile Alphabet’s had a rough quarter, we expect the company will grow meaningfully in 2023 on the back of Google Cloud and the recovery of advertising markets for Google Ads. The stock price remains volatile in the near term, but we believe the company’s valuation is being overlooked. Alphabet is trading cheaply relative to the peer group, and we believe the pullback creates an attractive entry point into the stock.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969723475,"gmtCreate":1668526519997,"gmtModify":1676538071251,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"The Master's Midas touch💰","listText":"The Master's Midas touch💰","text":"The Master's Midas touch💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9969723475","repostId":"1166351757","repostType":4,"repost":{"id":"1166351757","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":1668522804,"share":"https://ttm.financial/m/news/1166351757?lang=en_US&edition=fundamental","pubTime":"2022-11-15 22:33","market":"us","language":"en","title":"TSM Surged 11% in Morning Trading After Buffett Took a $5 Billion Stake in It","url":"https://stock-news.laohu8.com/highlight/detail?id=1166351757","media":"Tiger Newspress","summary":"Taiwan Semiconductor Manufacturing surged 11% in morning trading after Buffett took a $5 billion sta","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> surged 11% in morning trading after Buffett took a $5 billion stake in it.<img src=\"https://static.tigerbbs.com/37e461891932d573b70ae8fe01647c58\" tg-width=\"837\" tg-height=\"842\" 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>TSM Surged 11% in Morning Trading After Buffett Took a $5 Billion Stake in It</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\">\nTSM Surged 11% in Morning Trading After Buffett Took a $5 Billion Stake in It\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\">2022-11-15 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> surged 11% in morning trading after Buffett took a $5 billion stake in it.<img src=\"https://static.tigerbbs.com/37e461891932d573b70ae8fe01647c58\" tg-width=\"837\" tg-height=\"842\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166351757","content_text":"Taiwan Semiconductor Manufacturing surged 11% in morning trading after Buffett took a $5 billion stake in it.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969824967,"gmtCreate":1668405766159,"gmtModify":1676538051518,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Evaporated! Disappeared! Sayonara!","listText":"Evaporated! Disappeared! Sayonara!","text":"Evaporated! Disappeared! Sayonara!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9969824967","repostId":"2283144175","repostType":2,"repost":{"id":"2283144175","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":1668383535,"share":"https://ttm.financial/m/news/2283144175?lang=en_US&edition=fundamental","pubTime":"2022-11-14 07:52","market":"other","language":"en","title":"At Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX","url":"https://stock-news.laohu8.com/highlight/detail?id=2283144175","media":"Reuters","summary":"FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sourcesBankm","content":"<html><head></head><body><ul><li>FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sources</li><li>Bankman-Fried showed spreadsheets to colleagues that revealed shift in funds to Alameda - sources</li><li>Spreadsheets indicated between $1 billion and $2 billion in client money is unaccounted for – sources</li><li>Executives set up book-keeping &#34;back door&#34; that thwarted red flags - sources</li><li>Whereabouts of missing funds is unknown - sources</li></ul><p>(Reuters) - At least $1 billion of customer funds have vanished from collapsed crypto exchange FTX, according to two people familiar with the matter.</p><p>The exchange&#39;s founder Sam Bankman-Fried secretly transferred $10 billion of customer funds from FTX to Bankman-Fried&#39;s trading company Alameda Research, the people told Reuters.</p><p>A large portion of that total has since disappeared, they said. One source put the missing amount at about $1.7 billion. The other said the gap was between $1 billion and $2 billion.</p><p>While it is known that FTX moved customer funds to Alameda, the missing funds are reported here for the first time.</p><p>The financial hole was revealed in records that Bankman-Fried shared with other senior executives last Sunday, according to the two sources. The records provided an up-to-date account of the situation at the time, they said. Both sources held senior FTX positions until this week and said they were briefed on the company&#39;s finances by top staff.</p><p>Bahamas-based FTX filed for bankruptcy on Friday after a rush of customer withdrawals earlier this week. A rescue deal with rival exchange Binance fell through, precipitating crypto’s highest-profile collapse in recent years.</p><p>In text messages to Reuters, Bankman-Fried said he &#34;disagreed with the characterization&#34; of the $10 billion transfer.</p><p>&#34;We didn&#39;t secretly transfer,&#34; he said. &#34;We had confusing internal labeling and misread it,&#34; he added, without elaborating.</p><p>Asked about the missing funds, Bankman-Fried responded: &#34;???&#34;</p><p>FTX and Alameda did not respond to requests for comment.</p><p>In a tweet on Friday, Bankman-Fried said he was &#34;piecing together&#34; what had happened at FTX. &#34;I was shocked to see things unravel the way they did earlier this week,&#34; he wrote. &#34;I will, soon, write up a more complete post on the play by play.&#34;</p><p>At the heart of FTX&#39;s problems were losses at Alameda that most FTX executives did not know about, Reuters has previously reported.</p><p>Customer withdrawals had surged last Sunday after Changpeng Zhao, CEO of giant crypto exchange Binance, said Binance would sell its entire stake in FTX&#39;s digital token, worth at least $580 million, &#34;due to recent revelations.&#34; Four days before, news outlet CoinDesk reported that much of Alameda&#39;s $14.6 billion in assets were held in the token.</p><p>That Sunday, Bankman-Fried held a meeting with several executives in the Bahamas capital Nassau to calculate how much outside funding he needed to cover FTX&#39;s shortfall, the two people with knowledge of FTX&#39;s finances said.</p><p>Bankman-Fried confirmed to Reuters that the meeting took place.</p><p>Bankman-Fried showed several spreadsheets to the heads of the company&#39;s regulatory and legal teams that revealed FTX had moved around $10 billion in client funds from FTX to Alameda, the two people said. The spreadsheets displayed how much money FTX loaned to Alameda and what it was used for, they said.</p><p>The documents showed that between $1 billion and $2 billion of these funds were not accounted for among Alameda&#39;s assets, the sources said. The spreadsheets did not indicate where this money was moved, and the sources said they don&#39;t know what became of it.</p><p>In a subsequent examination, FTX legal and finance teams also learned that Bankman-Fried implemented what the two people described as a &#34;backdoor&#34; in FTX&#39;s book-keeping system, which was built using bespoke software.</p><p>They said the &#34;backdoor&#34; allowed Bankman-Fried to execute commands that could alter the company&#39;s financial records without alerting other people, including external auditors. This set-up meant that the movement of the $10 billion in funds to Alameda did not trigger internal compliance or accounting red flags at FTX, they said.</p><p>In his text message to Reuters, Bankman-Fried denied implementing a &#34;backdoor&#34;.</p><p>The U.S. Securities and Exchange Commission is investigating FTX.com&#39;s handling of customer funds, as well its crypto-lending activities, a source with knowledge of the inquiry told Reuters on Wednesday. The Department of Justice and the Commodity Futures Trading Commission are also investigating, the source said.</p><p>FTX&#39;s bankruptcy marked a stunning reversal for Bankman-Fried. The 30-year-old had set up FTX in 2019 and led it to become <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest crypto exchanges, accumulating a personal fortune estimated at nearly $17 billion. FTX was valued in January at $32 billion, with investors including SoftBank and BlackRock.</p><p>The crisis has sent reverberations through the crypto world, with the price of major coins plummeting. And FTX&#39;s collapse is drawing comparisons to earlier major business meltdowns.</p><p>On Friday, FTX said it had turned over control of the company to John J. Ray III, the restructuring specialist who handled the liquidation of Enron Corp – one of the largest bankruptcies in history.</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>At Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX</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\">\nAt Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX\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\">2022-11-14 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sources</li><li>Bankman-Fried showed spreadsheets to colleagues that revealed shift in funds to Alameda - sources</li><li>Spreadsheets indicated between $1 billion and $2 billion in client money is unaccounted for – sources</li><li>Executives set up book-keeping &#34;back door&#34; that thwarted red flags - sources</li><li>Whereabouts of missing funds is unknown - sources</li></ul><p>(Reuters) - At least $1 billion of customer funds have vanished from collapsed crypto exchange FTX, according to two people familiar with the matter.</p><p>The exchange&#39;s founder Sam Bankman-Fried secretly transferred $10 billion of customer funds from FTX to Bankman-Fried&#39;s trading company Alameda Research, the people told Reuters.</p><p>A large portion of that total has since disappeared, they said. One source put the missing amount at about $1.7 billion. The other said the gap was between $1 billion and $2 billion.</p><p>While it is known that FTX moved customer funds to Alameda, the missing funds are reported here for the first time.</p><p>The financial hole was revealed in records that Bankman-Fried shared with other senior executives last Sunday, according to the two sources. The records provided an up-to-date account of the situation at the time, they said. Both sources held senior FTX positions until this week and said they were briefed on the company&#39;s finances by top staff.</p><p>Bahamas-based FTX filed for bankruptcy on Friday after a rush of customer withdrawals earlier this week. A rescue deal with rival exchange Binance fell through, precipitating crypto’s highest-profile collapse in recent years.</p><p>In text messages to Reuters, Bankman-Fried said he &#34;disagreed with the characterization&#34; of the $10 billion transfer.</p><p>&#34;We didn&#39;t secretly transfer,&#34; he said. &#34;We had confusing internal labeling and misread it,&#34; he added, without elaborating.</p><p>Asked about the missing funds, Bankman-Fried responded: &#34;???&#34;</p><p>FTX and Alameda did not respond to requests for comment.</p><p>In a tweet on Friday, Bankman-Fried said he was &#34;piecing together&#34; what had happened at FTX. &#34;I was shocked to see things unravel the way they did earlier this week,&#34; he wrote. &#34;I will, soon, write up a more complete post on the play by play.&#34;</p><p>At the heart of FTX&#39;s problems were losses at Alameda that most FTX executives did not know about, Reuters has previously reported.</p><p>Customer withdrawals had surged last Sunday after Changpeng Zhao, CEO of giant crypto exchange Binance, said Binance would sell its entire stake in FTX&#39;s digital token, worth at least $580 million, &#34;due to recent revelations.&#34; Four days before, news outlet CoinDesk reported that much of Alameda&#39;s $14.6 billion in assets were held in the token.</p><p>That Sunday, Bankman-Fried held a meeting with several executives in the Bahamas capital Nassau to calculate how much outside funding he needed to cover FTX&#39;s shortfall, the two people with knowledge of FTX&#39;s finances said.</p><p>Bankman-Fried confirmed to Reuters that the meeting took place.</p><p>Bankman-Fried showed several spreadsheets to the heads of the company&#39;s regulatory and legal teams that revealed FTX had moved around $10 billion in client funds from FTX to Alameda, the two people said. The spreadsheets displayed how much money FTX loaned to Alameda and what it was used for, they said.</p><p>The documents showed that between $1 billion and $2 billion of these funds were not accounted for among Alameda&#39;s assets, the sources said. The spreadsheets did not indicate where this money was moved, and the sources said they don&#39;t know what became of it.</p><p>In a subsequent examination, FTX legal and finance teams also learned that Bankman-Fried implemented what the two people described as a &#34;backdoor&#34; in FTX&#39;s book-keeping system, which was built using bespoke software.</p><p>They said the &#34;backdoor&#34; allowed Bankman-Fried to execute commands that could alter the company&#39;s financial records without alerting other people, including external auditors. This set-up meant that the movement of the $10 billion in funds to Alameda did not trigger internal compliance or accounting red flags at FTX, they said.</p><p>In his text message to Reuters, Bankman-Fried denied implementing a &#34;backdoor&#34;.</p><p>The U.S. Securities and Exchange Commission is investigating FTX.com&#39;s handling of customer funds, as well its crypto-lending activities, a source with knowledge of the inquiry told Reuters on Wednesday. The Department of Justice and the Commodity Futures Trading Commission are also investigating, the source said.</p><p>FTX&#39;s bankruptcy marked a stunning reversal for Bankman-Fried. The 30-year-old had set up FTX in 2019 and led it to become <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest crypto exchanges, accumulating a personal fortune estimated at nearly $17 billion. FTX was valued in January at $32 billion, with investors including SoftBank and BlackRock.</p><p>The crisis has sent reverberations through the crypto world, with the price of major coins plummeting. And FTX&#39;s collapse is drawing comparisons to earlier major business meltdowns.</p><p>On Friday, FTX said it had turned over control of the company to John J. Ray III, the restructuring specialist who handled the liquidation of Enron Corp – one of the largest bankruptcies in history.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"比特币ETF-Grayscale"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283144175","content_text":"FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sourcesBankman-Fried showed spreadsheets to colleagues that revealed shift in funds to Alameda - sourcesSpreadsheets indicated between $1 billion and $2 billion in client money is unaccounted for – sourcesExecutives set up book-keeping \"back door\" that thwarted red flags - sourcesWhereabouts of missing funds is unknown - sources(Reuters) - At least $1 billion of customer funds have vanished from collapsed crypto exchange FTX, according to two people familiar with the matter.The exchange's founder Sam Bankman-Fried secretly transferred $10 billion of customer funds from FTX to Bankman-Fried's trading company Alameda Research, the people told Reuters.A large portion of that total has since disappeared, they said. One source put the missing amount at about $1.7 billion. The other said the gap was between $1 billion and $2 billion.While it is known that FTX moved customer funds to Alameda, the missing funds are reported here for the first time.The financial hole was revealed in records that Bankman-Fried shared with other senior executives last Sunday, according to the two sources. The records provided an up-to-date account of the situation at the time, they said. Both sources held senior FTX positions until this week and said they were briefed on the company's finances by top staff.Bahamas-based FTX filed for bankruptcy on Friday after a rush of customer withdrawals earlier this week. A rescue deal with rival exchange Binance fell through, precipitating crypto’s highest-profile collapse in recent years.In text messages to Reuters, Bankman-Fried said he \"disagreed with the characterization\" of the $10 billion transfer.\"We didn't secretly transfer,\" he said. \"We had confusing internal labeling and misread it,\" he added, without elaborating.Asked about the missing funds, Bankman-Fried responded: \"???\"FTX and Alameda did not respond to requests for comment.In a tweet on Friday, Bankman-Fried said he was \"piecing together\" what had happened at FTX. \"I was shocked to see things unravel the way they did earlier this week,\" he wrote. \"I will, soon, write up a more complete post on the play by play.\"At the heart of FTX's problems were losses at Alameda that most FTX executives did not know about, Reuters has previously reported.Customer withdrawals had surged last Sunday after Changpeng Zhao, CEO of giant crypto exchange Binance, said Binance would sell its entire stake in FTX's digital token, worth at least $580 million, \"due to recent revelations.\" Four days before, news outlet CoinDesk reported that much of Alameda's $14.6 billion in assets were held in the token.That Sunday, Bankman-Fried held a meeting with several executives in the Bahamas capital Nassau to calculate how much outside funding he needed to cover FTX's shortfall, the two people with knowledge of FTX's finances said.Bankman-Fried confirmed to Reuters that the meeting took place.Bankman-Fried showed several spreadsheets to the heads of the company's regulatory and legal teams that revealed FTX had moved around $10 billion in client funds from FTX to Alameda, the two people said. The spreadsheets displayed how much money FTX loaned to Alameda and what it was used for, they said.The documents showed that between $1 billion and $2 billion of these funds were not accounted for among Alameda's assets, the sources said. The spreadsheets did not indicate where this money was moved, and the sources said they don't know what became of it.In a subsequent examination, FTX legal and finance teams also learned that Bankman-Fried implemented what the two people described as a \"backdoor\" in FTX's book-keeping system, which was built using bespoke software.They said the \"backdoor\" allowed Bankman-Fried to execute commands that could alter the company's financial records without alerting other people, including external auditors. This set-up meant that the movement of the $10 billion in funds to Alameda did not trigger internal compliance or accounting red flags at FTX, they said.In his text message to Reuters, Bankman-Fried denied implementing a \"backdoor\".The U.S. Securities and Exchange Commission is investigating FTX.com's handling of customer funds, as well its crypto-lending activities, a source with knowledge of the inquiry told Reuters on Wednesday. The Department of Justice and the Commodity Futures Trading Commission are also investigating, the source said.FTX's bankruptcy marked a stunning reversal for Bankman-Fried. The 30-year-old had set up FTX in 2019 and led it to become one of the largest crypto exchanges, accumulating a personal fortune estimated at nearly $17 billion. FTX was valued in January at $32 billion, with investors including SoftBank and BlackRock.The crisis has sent reverberations through the crypto world, with the price of major coins plummeting. And FTX's collapse is drawing comparisons to earlier major business meltdowns.On Friday, FTX said it had turned over control of the company to John J. Ray III, the restructuring specialist who handled the liquidation of Enron Corp – one of the largest bankruptcies in history.","news_type":1,"symbols_score_info":{"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1316,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3572005609122539","idStr":"3572005609122539"},"content":"crypto wanted transparency, decentralization, crowd oversights. till date, they have failed in all aspect.","text":"crypto wanted transparency, decentralization, crowd oversights. till date, they have failed in all aspect.","html":"crypto wanted transparency, decentralization, crowd oversights. till date, they have failed in all aspect."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969962507,"gmtCreate":1668320645010,"gmtModify":1676538041273,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969962507","repostId":"2282510514","repostType":4,"repost":{"id":"2282510514","kind":"highlight","pubTimestamp":1668300238,"share":"https://ttm.financial/m/news/2282510514?lang=en_US&edition=fundamental","pubTime":"2022-11-13 08:43","market":"us","language":"en","title":"3 Stocks You'll Be Glad You Bought at These Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2282510514","media":"Motley Fool","summary":"A slumped stock market has produced many great buying opportunities among growth stocks.","content":"<div>\n<p>When the stock market falls sharply, the stocks of many great companies often go on sale. That has happened in spades lately. The stock market, as measured by the S&P 500, was recently down about 21% ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/12/3-stocks-youll-be-glad-you-bought-at-these-prices/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks You'll Be Glad You Bought at These Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks You'll Be Glad You Bought at These Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/12/3-stocks-youll-be-glad-you-bought-at-these-prices/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When the stock market falls sharply, the stocks of many great companies often go on sale. That has happened in spades lately. The stock market, as measured by the S&P 500, was recently down about 21% ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/12/3-stocks-youll-be-glad-you-bought-at-these-prices/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","CMCSA":"康卡斯特","NKE":"耐克"},"source_url":"https://www.fool.com/investing/2022/11/12/3-stocks-youll-be-glad-you-bought-at-these-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282510514","content_text":"When the stock market falls sharply, the stocks of many great companies often go on sale. That has happened in spades lately. The stock market, as measured by the S&P 500, was recently down about 21% from its 52-week high -- while many stocks have seen their shares implode by 50%, 75%, and perhaps even more.Here are three companies in which you might want to invest, now that their stocks are at much lower levels than they have been in quite a while.1. Nike Nike is \"the world's leading designer, marketer and distributor of authentic athletic footwear, apparel, equipment and accessories for a wide variety of sports and fitness activities.\" That's no surprise to most of us. You might be surprised to learn that the venerable Converse brand is now part of Nike, though.Nike is facing competition from companies such as Adidas and New Balance, and is challenged by supply chain issues, as are many other businesses. And sales in a key market, China, are pressured due to pandemic lockdowns. But Nike still has an extremely valuable brand -- ranked 10th in the world with an estimated value of $41 billion, per the folks at Interbrand.Investors balked at Nike's first-quarter report, which revealed inventory piling up. But the report was not a total bust, with both revenue and earnings exceeding analyst expectations. Nike's shares have slumped some 47% from their 52-week high, and with a recent price-to-earnings (P/E) ratio of 27, considerably less than the five-year average of 47, the stock is more attractively priced than it was months ago.till, that's not a bargain-basement price, so if you believe in Nike's growth potential, you might buy into it incrementally over time, hoping for some lower entry points. Or you might just add it to your watch list, waiting for a more enticing time to \"just do it\" and buy.2. ComcastComcast has grown into a massive media and technology company -- focused primarily on connectivity, aggregation, and streaming and with a recent market value topping $135 billion. You may not realize it, but its businesses and brands include Xfinity, Comcast Business, Sky, Universal Filmed Entertainment Group, Universal Studio Group, Sky Studios, the NBC and Telemundo broadcast networks, multiple cable networks, Peacock, NBCUniversal News Group, NBC Sports, Sky News, and Sky Sports -- not to mention Universal Parks and Resorts.Comcast's recently reported third quarter featured a 1.5% drop in revenue year over year. But free cash flow grew by 4.7%, while adjusted net income rose 4.5% and net cash from operating activities jumped 13.9%. The company is investing in growing its Peacock streaming service, and its theme parks have been doing well.Some worry about slowing growth in broadband and people continuing to cut the cable in favor of streaming services, but others see opportunity if Comcast sheds some businesses and invests in faster-growing ones, such as wireless and theme parks.Comcast's stock was recently down 42% from its 52-week high, which pushed its forward-looking P/E ratio down to 8.2 from its five-year average of 14.5. And as always happens, when a stock price falls, a dividend yield rises -- and Comcast stock was recently yielding a solid 3.5%.3. AlphabetAlphabet is a widely admired powerhouse, with a recent market value topping $1.1 trillion and a brand ranked No. 4 in the world (by Interbrand) and valued at nearly $252 billion. That hasn't been enough to keep its stock afloat in these volatile days, though. Alphabet's shares were recently down almost 42% from their 52-week high, presenting an attractive entry point.Remember that Alphabet is much more than just the dominant Google search engine. Its universe includes the very widely used Android mobile operating system, along with YouTube, and Google Cloud. YouTube alone is a very valuable property, with users reportedly watching more than a billion hours of content daily and YouTube advertising recently delivering 10% of total revenue. Alphabet also owns the Google Play app store, smart thermostat maker Nest, and Fitbit, among other things. Google advertising still generates most of its revenue, though -- fully 79% in its third quarter of 2022.CEO Sundar Pichai recently noted: \"We're sharpening our focus on a clear set of product and business priorities. Product announcements we've made in just the past month alone have shown that very clearly, including significant improvements to both Search and Cloud, powered by AI, and new ways to monetize YouTube Shorts.\" CFO Ruth Porat noted, \"We're working to realign resources to fuel our highest growth priorities.\"There are plenty of other exciting growth stocks to consider for your long-term portfolio, and this is a great time to hunt for them, when they've fallen to more attractive levels.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"CMCSA":0.9,"NKE":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969016966,"gmtCreate":1668299625155,"gmtModify":1676538037622,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Long term play","listText":"Long term play","text":"Long term play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969016966","repostId":"2282814108","repostType":4,"repost":{"id":"2282814108","kind":"highlight","pubTimestamp":1668210534,"share":"https://ttm.financial/m/news/2282814108?lang=en_US&edition=fundamental","pubTime":"2022-11-12 07:48","market":"us","language":"en","title":"These 2 Monster Growth Stocks Could Rise 124% and 201% From 52-Week Lows, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2282814108","media":"Motley Fool","summary":"Some Wall Street analysts are forecasting triple-digit returns for these growth stocks.","content":"<div>\n<p>Economic uncertainty in 2022 triggered a gut-wrenching downturn in the stock market. The S&P 500 is down 17.8% from its previous high, and the Nasdaq Composite slipped 31.2%. Some growth stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/11/2-growth-stocks-could-rise-201-from-52-week-lows/\">Source Link</a>\n\n</div>\n","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>These 2 Monster Growth Stocks Could Rise 124% and 201% From 52-Week Lows, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 2 Monster Growth Stocks Could Rise 124% and 201% From 52-Week Lows, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 07:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/11/2-growth-stocks-could-rise-201-from-52-week-lows/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Economic uncertainty in 2022 triggered a gut-wrenching downturn in the stock market. The S&P 500 is down 17.8% from its previous high, and the Nasdaq Composite slipped 31.2%. Some growth stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/11/2-growth-stocks-could-rise-201-from-52-week-lows/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc.","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2022/11/11/2-growth-stocks-could-rise-201-from-52-week-lows/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282814108","content_text":"Economic uncertainty in 2022 triggered a gut-wrenching downturn in the stock market. The S&P 500 is down 17.8% from its previous high, and the Nasdaq Composite slipped 31.2%. Some growth stocks endured even greater losses. For instance, Cloudflare and CrowdStrike have seen their share prices plunge 78.5% and 54%, respectively, leaving both stocks trading near 52-week lows.Some Wall Street analysts see these price drops as a buying opportunity. Sterling Auty of MoffettNathanson has a price target of $114 per share on Cloudflare, which implies a 201% upside from its 52-week low of $37.91. Similarly, John DiFucci of Guggenheim has a price target of $270 per share on CrowdStrike, which implies a 124% upside from its 52-week low of $120.50.To be clear, Wall Street's price targets consider a relatively short time horizon, and no one -- not even the smartest investors -- can predict the future. For that reason, price targets should never be taken too seriously. But the strong bullish sentiment surrounding Cloudflare and CrowdStrike is still noteworthy.Is it time to buy these two discounted growth stocks?1. Cloudflare: Cloud computingCloudflare operates a global cloud platform that improves the performance and security of business-critical applications while eliminating the need for costly on-site network hardware. In a nutshell, Cloudflare makes the internet faster and safer, and its platform architecture and capacity for innovation afford the company a significant competitive advantage.Cloudflare interconnects with every major internet service provider and cloud vendor, and its servers are positioned around the world to maintain data connectivity within 50 milliseconds for 95% of internet users worldwide. As a result, Cloudflare is the fastest cloud provider in North America, Australia, Japan, and the majority of South America and Europe. But the company also differentiated itself through product innovation. Last year, Forrester Research named Cloudflare Workers the leading edge development platform, citing a stronger current offering and a stronger growth strategy than any rival.Financially, Cloudflare reported impressive results in the third quarter. Its customer count increased by 18% to 156,000, and the average customer spent 24% more over the past year. In turn, quarterly revenue climbed 47% to $254 million, and the company generated $43 million in cash from operations. As a point of clarification, that meager cash flow may worry some investors, but given the massive market opportunity, management plans to run the business near breakeven for the foreseeable future.On that note, Cloudflare puts its total addressable market at $125 billion in 2023, and the company recently set a medium-term financial target of achieving $5 billion in annualized revenue in five years. For context, Cloudflare just crossed $1 billion in annualized revenue, so management's forecast implies 38% growth through 2027. That optimistic outlook should give investors confidence.Shares currently trade at 14.4 times sales -- a bargain compared to the three-year average of 41.7 times sales. That's why this growth stock is worth buying today, though investors should not count on triple-digit returns in the next year.2. CrowdStrike: CybersecurityCrowdStrike specializes in cybersecurity. Its Falcon platform comprises 22 modules that span multiple industry verticals. But every module is delivered through a single software agent that can be installed without a system reboot. Those unique qualities create a compelling value proposition: Businesses can replace point solutions with CrowdStrike's broad product portfolio, and they can implement those products without system downtime.Also noteworthy, CrowdStrike is the leader in corporate endpoint security, managed detection and response, and threat intelligence. That competitive advantage allows its platform to crowdsource data on an unmatched scale, which makes its artificial intelligence (AI) models uniquely effective in detecting threats, according to management. That further enhances the value proposition for customers.Not surprisingly, CrowdStrike is growing like wildfire. In the most recent quarter, revenue climbed 58% to $535 million and free cash flow soared 84% to $136 million. But investors have good reason to believe that momentum will continue. Management puts its addressable market at $75 billion in 2023, but CrowdStrike's product pipeline could push that figure to $158 billion by 2026.For instance, the company recently launched its extended detection and response (XDR) module, a product that blends security signals from cloud workloads, endpoint devices, email systems, networks, and more. CrowdStrike also integrates data from third-party vendors like Cloudflare and Zscaler to supercharge its AI engine. Collectively, XDR accelerates workflows by enabling security teams to investigate threats from a single console. For context, corporate endpoint security and XDR accounts for about $13 billion of CrowdStrike's market opportunity, and its leadership in endpoint security should fuel adoption of its XDR product.Currently, shares trade at 15.4 times sales, an absolute bargain compared to the three-year average of 36.4 times sales. That creates an attractive buying opportunity for patient investors. Just don't count on triple-digit returns in the near term.","news_type":1,"symbols_score_info":{"NET":0.9,"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987681496,"gmtCreate":1667888944816,"gmtModify":1676537980157,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Buy Baba wait long long!","listText":"Buy Baba wait long long!","text":"Buy Baba wait long long!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987681496","repostId":"2281933419","repostType":2,"repost":{"id":"2281933419","kind":"news","pubTimestamp":1667879448,"share":"https://ttm.financial/m/news/2281933419?lang=en_US&edition=fundamental","pubTime":"2022-11-08 11:50","market":"us","language":"en","title":"Alibaba Stock Could Potentially Double In 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=2281933419","media":"Seeking Alpha","summary":"SummaryAlibaba has a new positive catalyst as China is expected to change its zero-COVID policy.Alib","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba has a new positive catalyst as China is expected to change its zero-COVID policy.</li><li>Alibaba is significantly undervalued in my opinion, leaving room for strong stock price appreciation.</li><li>The balance sheet and positive cash flow are strong, giving the company the ability to easily handle debt obligations while growing the business.</li><li>Strong growth can return to Alibaba which can propel the stock for potential outsized gains over the next year.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb4e1906aa27fa06cdf7227e84a8bac6\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Andrew Burton</span></p><p>The likelihood that China will make significant changes to its zero-COVID policy provides <b>Alibaba</b> (NYSE:BABA) with a shift to positive sentiment. This optimism came from Zeng Guang, a former chief epidemiologist at the Chinese Center forDisease Control. Guang stated, &#34;The situation is changing now and China&#39;s &#39;dynamic zero&#39; will also undergo major changes. Substantive changes will happen soon.&#34; No official word has come from China&#39;s government yet. However, the financial markets appear to be interpreting Guang&#39;s statement that China is likely to relax restrictions in the near future.</p><p>Alibaba&#39;s stock is currently undervalued with strong future growth expected for FY24. This should help drive the stock higher, especially if China stops the restrictions, which are not likely to go on forever.</p><h2>Possible Change of COVID Restrictions in China</h2><p>Alibaba&#39;s stock rallied 11% since Zeng Guang made his statement that changes are coming soon for China&#39;s zero-COVID policy. It makes sense that restrictions won&#39;t last forever. China has to realize that strict restrictions are not a long-term sustainable option.</p><p>COVID hasn&#39;t been declared an endemic yet, meaning that the virus is still around, but does not cause significant disruptions to our daily lives. However, it should be getting close to an endemic as vaccines can reduce the severity of the virus and antivirals such as Gilead&#39;s (GILD) Veklury (remdesivir) and Pfizer&#39;s (PFE) Paxlovid can treat those who have COVID. China also has its home-grown drug, Azvudine, cleared to treat COVID.</p><p>Frankly, COVID doesn&#39;t have to be officially declared an endemic for China to ease or stop the restrictions. China&#39;s government just needs to realize that its citizens can live with COVID without strict restrictions just the way the rest of the world has. Alibaba&#39;s stock is likely to respond positively when the official announcement comes. Ending the restrictions is likely to spur economic growth, which is likely to increase Alibaba&#39;s business since the company is one of China&#39;s largest firms.</p><p>So, it makes sense to me to buy the rumor that the restrictions will be eased or ended. Investors are already responding positively to this expectation. Unless some other news comes out to cancel this possibility, the positive momentum is likely to continue. This marks a change in investor sentiment and a potential positive catalyst for Alibaba&#39;s business which is likely to mark a reversal for the steep decline that occurred over the past two years.</p><h2>Bargain Valuation</h2><p>It is not too common to find profitable, growing companies with PEs below 10. Alibaba is one of them with a trailing PE of 9.5 and a forward PE of 9.7. This is lower than the S&amp;P 500&#39;s (SPY) trailing PE of 18.5 and forward PE of 16. Alibaba also has a low price/cash flow ratio of 8.7 as compared to the S&amp;P 500&#39;s 12.8. Alibaba&#39;s undervaluation shows that the stock has plenty of room to move higher as the pace of growth ramps up.</p><p>It is important to note that earnings estimates are likely to be increased when the actual announcement of China easing COVID restrictions takes place.Positive earnings estimate revisions of 5% or more tend to have a positive effect on stock prices, leading to outperformance. So, it makes sense to pick up the stock when the valuation is low and the positive price momentum is just starting.</p><h2>Technicals Shifting to Positive</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab7cb03cdf8315ef9f37e27063602789\" tg-width=\"640\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>stockcharts.com</span></p><p>The daily stock chart above shows the RSI indicator rising from an oversold condition, showing positive momentum. The green MACD line recently crossed above the red signal line, indicating a change in trend from negative to positive. The money flow [CMF] increased from a low negative level to the positive zone. This shows that money is flowing back into the stock on renewed optimism.</p><p>Some may point out that similar setups occurred earlier this year, but the stock dropped lower. I think the difference this time is that the optimism for China to change its COVID restrictions policy is likely to act as a sentiment trend shifter. Investors must see that the upward potential for the stock is higher than the downside risk over the long-term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6676813e3d3f87b222b0326a6b3ce8e1\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>We can see from the long-term multiple year chart above that Alibaba&#39;s stock has price support in the $60 - $70 price range going back to 2016. So, the current price is likely to find support here in my opinion.</p><p>Investors could also watch for a positive MACD crossover on the weekly chart, which would be a longer-term confirmation of the positive change in trend.</p><h2>Balance Sheet/Cash Flow</h2><p>Alibaba&#39;s balance sheet is strong with $26.4 billion in total cash/equivalents and a negative net debt of ($41.7 billion). The negative net debt shows that Alibaba has more cash &amp; equivalents than financial obligations. This gives the company strong financial stability. Moody&#39;s has an A1 rating for Alibaba which was last confirmed on October 28, 2022.</p><p>BABA also has 1.6x more current assets than current liabilities and 2.7x more total assets than total liabilities with total equity of $162 million. This demonstrates that Alibaba is in great shape to handle short and long-term obligations.</p><p>The company&#39;s cash flow is also strong as BABA generated $21.3 billion in operating cash flow over the past 12 months. The cash flow gives Alibaba the ability to accomplish multiple things such as capital expenditures, acquisitions, stock repurchases, paying down debt, and other investing activities. After all of this, the company was still left with about $7 billion in levered free cash flow.</p><p>Overall, the strong balance sheet and positive cash flow provides Alibaba with the flexibility to handle obligations on a regular basis while investing in growing the business.</p><h2>The Risks</h2><p>I would consider Alibaba as a high-risk investment with the potential for a high reward. It is possible that China takes longer than expected to change its zero-COVID policy. Restrictions could remain in place, suppressing economic activity. The current optimism that China will ease its zero-COVID policy is really speculation at this point. Until China makes an official change or announcement, this is just speculation based a statement from a former chief epidemiologist. With that said, China&#39;s restrictions are not likely to last forever. It just makes sense that restrictions would ease over time. That sets up Alibaba for strong growth over the long-term.</p><p>Other government decisions could be made from China&#39;s government that could have a negative impact on Alibaba&#39;s business. China could increase taxes on the company or create other unfavorable conditions which could suppress growth.</p><p>The risk of a recession occurring in 2023 could put a pause on Alibaba&#39;s growth expectations and my thesis. However, a recession would probably only be a temporary setback as the recovery following it would likely put the thesis back on track.</p><h2>Alibaba&#39;s Long-Term Outlook</h2><p>My claim that Alibaba&#39;s stock could double in 2023 is due to a perfect storm of the stock&#39;s undervaluation, the recovery from an oversold condition, the change in investor sentiment from negative to positive from the likely easing of COVID restrictions in China, and Alibaba&#39;s strong expected growth.</p><p>Alibaba is expected to grow revenue at 11.5% and earnings at 16% to 17% for FY24 which ends in March 2024 according to consensus estimates. This strong growth is likely to drive the stock for significant gains from the low valuation level.</p><p>If the stock price doubled in approximately one year, it would take the current price of about $70 to $140. The target price of $140 would take the PE to 16.6 which is still lower than the S&amp;P 500&#39;s current PE of 18.5. Analysts have a one-year price target of $139 for the stock. So, my price target is about in-line with the target of the covering analysts.</p><p><i>This article is written by David Zanoni for reference only. Please note the risks.</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>Alibaba Stock Could Potentially Double In 2023?</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\">\nAlibaba Stock Could Potentially Double In 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4554379-alibaba-stock-could-potentially-double-in-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has a new positive catalyst as China is expected to change its zero-COVID policy.Alibaba is significantly undervalued in my opinion, leaving room for strong stock price appreciation.The...</p>\n\n<a href=\"https://seekingalpha.com/article/4554379-alibaba-stock-could-potentially-double-in-2023\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4554379-alibaba-stock-could-potentially-double-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281933419","content_text":"SummaryAlibaba has a new positive catalyst as China is expected to change its zero-COVID policy.Alibaba is significantly undervalued in my opinion, leaving room for strong stock price appreciation.The balance sheet and positive cash flow are strong, giving the company the ability to easily handle debt obligations while growing the business.Strong growth can return to Alibaba which can propel the stock for potential outsized gains over the next year.Andrew BurtonThe likelihood that China will make significant changes to its zero-COVID policy provides Alibaba (NYSE:BABA) with a shift to positive sentiment. This optimism came from Zeng Guang, a former chief epidemiologist at the Chinese Center forDisease Control. Guang stated, \"The situation is changing now and China's 'dynamic zero' will also undergo major changes. Substantive changes will happen soon.\" No official word has come from China's government yet. However, the financial markets appear to be interpreting Guang's statement that China is likely to relax restrictions in the near future.Alibaba's stock is currently undervalued with strong future growth expected for FY24. This should help drive the stock higher, especially if China stops the restrictions, which are not likely to go on forever.Possible Change of COVID Restrictions in ChinaAlibaba's stock rallied 11% since Zeng Guang made his statement that changes are coming soon for China's zero-COVID policy. It makes sense that restrictions won't last forever. China has to realize that strict restrictions are not a long-term sustainable option.COVID hasn't been declared an endemic yet, meaning that the virus is still around, but does not cause significant disruptions to our daily lives. However, it should be getting close to an endemic as vaccines can reduce the severity of the virus and antivirals such as Gilead's (GILD) Veklury (remdesivir) and Pfizer's (PFE) Paxlovid can treat those who have COVID. China also has its home-grown drug, Azvudine, cleared to treat COVID.Frankly, COVID doesn't have to be officially declared an endemic for China to ease or stop the restrictions. China's government just needs to realize that its citizens can live with COVID without strict restrictions just the way the rest of the world has. Alibaba's stock is likely to respond positively when the official announcement comes. Ending the restrictions is likely to spur economic growth, which is likely to increase Alibaba's business since the company is one of China's largest firms.So, it makes sense to me to buy the rumor that the restrictions will be eased or ended. Investors are already responding positively to this expectation. Unless some other news comes out to cancel this possibility, the positive momentum is likely to continue. This marks a change in investor sentiment and a potential positive catalyst for Alibaba's business which is likely to mark a reversal for the steep decline that occurred over the past two years.Bargain ValuationIt is not too common to find profitable, growing companies with PEs below 10. Alibaba is one of them with a trailing PE of 9.5 and a forward PE of 9.7. This is lower than the S&P 500's (SPY) trailing PE of 18.5 and forward PE of 16. Alibaba also has a low price/cash flow ratio of 8.7 as compared to the S&P 500's 12.8. Alibaba's undervaluation shows that the stock has plenty of room to move higher as the pace of growth ramps up.It is important to note that earnings estimates are likely to be increased when the actual announcement of China easing COVID restrictions takes place.Positive earnings estimate revisions of 5% or more tend to have a positive effect on stock prices, leading to outperformance. So, it makes sense to pick up the stock when the valuation is low and the positive price momentum is just starting.Technicals Shifting to Positivestockcharts.comThe daily stock chart above shows the RSI indicator rising from an oversold condition, showing positive momentum. The green MACD line recently crossed above the red signal line, indicating a change in trend from negative to positive. The money flow [CMF] increased from a low negative level to the positive zone. This shows that money is flowing back into the stock on renewed optimism.Some may point out that similar setups occurred earlier this year, but the stock dropped lower. I think the difference this time is that the optimism for China to change its COVID restrictions policy is likely to act as a sentiment trend shifter. Investors must see that the upward potential for the stock is higher than the downside risk over the long-term.Data by YChartsWe can see from the long-term multiple year chart above that Alibaba's stock has price support in the $60 - $70 price range going back to 2016. So, the current price is likely to find support here in my opinion.Investors could also watch for a positive MACD crossover on the weekly chart, which would be a longer-term confirmation of the positive change in trend.Balance Sheet/Cash FlowAlibaba's balance sheet is strong with $26.4 billion in total cash/equivalents and a negative net debt of ($41.7 billion). The negative net debt shows that Alibaba has more cash & equivalents than financial obligations. This gives the company strong financial stability. Moody's has an A1 rating for Alibaba which was last confirmed on October 28, 2022.BABA also has 1.6x more current assets than current liabilities and 2.7x more total assets than total liabilities with total equity of $162 million. This demonstrates that Alibaba is in great shape to handle short and long-term obligations.The company's cash flow is also strong as BABA generated $21.3 billion in operating cash flow over the past 12 months. The cash flow gives Alibaba the ability to accomplish multiple things such as capital expenditures, acquisitions, stock repurchases, paying down debt, and other investing activities. After all of this, the company was still left with about $7 billion in levered free cash flow.Overall, the strong balance sheet and positive cash flow provides Alibaba with the flexibility to handle obligations on a regular basis while investing in growing the business.The RisksI would consider Alibaba as a high-risk investment with the potential for a high reward. It is possible that China takes longer than expected to change its zero-COVID policy. Restrictions could remain in place, suppressing economic activity. The current optimism that China will ease its zero-COVID policy is really speculation at this point. Until China makes an official change or announcement, this is just speculation based a statement from a former chief epidemiologist. With that said, China's restrictions are not likely to last forever. It just makes sense that restrictions would ease over time. That sets up Alibaba for strong growth over the long-term.Other government decisions could be made from China's government that could have a negative impact on Alibaba's business. China could increase taxes on the company or create other unfavorable conditions which could suppress growth.The risk of a recession occurring in 2023 could put a pause on Alibaba's growth expectations and my thesis. However, a recession would probably only be a temporary setback as the recovery following it would likely put the thesis back on track.Alibaba's Long-Term OutlookMy claim that Alibaba's stock could double in 2023 is due to a perfect storm of the stock's undervaluation, the recovery from an oversold condition, the change in investor sentiment from negative to positive from the likely easing of COVID restrictions in China, and Alibaba's strong expected growth.Alibaba is expected to grow revenue at 11.5% and earnings at 16% to 17% for FY24 which ends in March 2024 according to consensus estimates. This strong growth is likely to drive the stock for significant gains from the low valuation level.If the stock price doubled in approximately one year, it would take the current price of about $70 to $140. The target price of $140 would take the PE to 16.6 which is still lower than the S&P 500's current PE of 18.5. Analysts have a one-year price target of $139 for the stock. So, my price target is about in-line with the target of the covering analysts.This article is written by David Zanoni for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987390947,"gmtCreate":1667812519589,"gmtModify":1676537967507,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4094301913132990","idStr":"4094301913132990"},"themes":[],"htmlText":"Sit back and look for bargains","listText":"Sit back and look for bargains","text":"Sit back and look for bargains","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987390947","repostId":"2281610820","repostType":2,"repost":{"id":"2281610820","kind":"news","pubTimestamp":1667807101,"share":"https://ttm.financial/m/news/2281610820?lang=en_US&edition=fundamental","pubTime":"2022-11-07 15:45","market":"us","language":"en","title":"The U.S. CPI Report Could Deliver A Massive Shock To Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2281610820","media":"Seeking Alpha","summary":"SummaryThe stock market appears to be hedging only for the CPI day of risk.That may be a problem because the CPI estimates appear to be too low.That means stocks may be vulnerable to a big drop on a h","content":"<html><head></head><body><h2>Summary</h2><ul><li>The stock market appears to be hedging only for the CPI day of risk.</li><li>That may be a problem because the CPI estimates appear to be too low.</li><li>That means stocks may be vulnerable to a big drop on a hot CPI report this week.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cc42f1e635803106456c259f171cff8\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>nonnie192</span></p><p>With the consumer price index on deck, it will be another big week for markets. The CPI report has been a market-moving event for the last few months, and the October report comes Thursday, November 10.</p><h2>Estimates MayBe Too Low</h2><p>Consensus estimates may prove too low again for both headline and core CPI. For October, CPI is estimated to have risen by 7.9%, down from September&#39;s reading of 8.2%. Meanwhile, core CPI is estimated to have increased by 6.5%, down from September&#39;s 6.6%. The problem is that CPI and core CPI have met or beaten estimates in 10 out of the last 12 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd4688576daa932d914779de59158c90\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>The Cleveland Fed is forecasting much higher inflation than current consensus estimates. For headline CPI, the Cleveland Fed indicates a year-over-year increase of 8.1%; for core CPI, it estimates 6.6%. If the Cleveland Fed is correct, analysts&#39; consensus estimates may prove too low and by as much as 0.2% for CPI and 0.1% for core CPI.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac2f0dc543236e7ac4387176c853c7c5\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>The problem is that the Cleveland Fed has historically underestimated the actual CPI results. Over the last 19 months&#39; headline, CPI has beaten the Cleveland Fed estimates 16 times, and core CPI has come hotter than the Cleveland Fed estimates 14 times.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34974181aab4ed5c801839bab47acdca\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>So if the consensus estimates for headline inflation are 7.9% and the Cleveland Fed is at 8.1%, there is a good chance that headline CPI could come in significantly higher than the consensus and may even be higher than the Cleveland Fed&#39;s estimates.</p><p>Meanwhile, consensus estimates for core CPI are 6.5%, and the Cleveland Fed estimates 6.6%; there is a good chance that core also beats.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/680999db70541d03d341c9074f1a2a8e\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><h2>Markets Appear Under-Hedged</h2><p>So another hotter-than-expected CPI would undoubtedly be a shocker to markets and could create a lot of volatility. The difference between this month&#39;s CPI reading and last month&#39;s reading is that the market doesn&#39;t seem as hedged going into this month&#39;s inflation readout. So a hotter-than-expected CPI could have a much different outcome than last month&#39;s more than 2% decline at the open, followed by a &#34;flash rally&#34; due to melting implied volatility and short-covering; in that case, the market appears to have been over-hedged.</p><p>Going into last month&#39;s CPI reading, the VIX was trading well above 30. This month the VIX is trading around 25. The only time this value was lower since April was heading into the August CPI report when it was trading around 20. Perhaps because the market feels that the next FOMC meeting isn&#39;t for a month, there is no need to worry about monetary policy impacts. However, a hotter-than-expected CPI will likely ramp up the hawkish rhetoric and could even put a 75 bps rate hike for December back on the table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3da64ebd4e74bb6dcf4dddf886a4f609\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>Following the hotter-than-expected September reading, the market started to price in odds for a 75 bps rate hike at the December meeting. But that expectation began to cool around October 20.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d064e948d4a633e9434c5251626603d9\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>However, a hotter-than-expected print would likely put the discussion for a 75 bps rate back on the table. Because the next FOMC meeting is scheduled for December 13 and 14, and the next CPI release date is scheduledfor December 13.</p><p>The problem is that the Cleveland Fed doesn&#39;t see CPI for November coming down. Currently, the estimates for November are 8.1%. This means that a reading that comes in below expectations for November is unlikely to have much influence at that point because the Fed will want to see consecutive months of falling inflation rates before thinking differently about monetary policy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/538a1e63e167d56ab3086a446dae2147\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>That would suggest that following a hotter-than-expected October CPI, investors are likely to scramble to buy longer-dated hedges than what they have done currently. Based on the S&amp;P 500 current implied volatility term structure, it would appear that investors are hedging for the risk of a hotter-than-expected inflation reading but doing so using the November 10 S&amp;P 500 expiration date.</p><p>Implied volatility for the November 10 S&amp;P 500 expiration date for an at-the-money option is elevated relative to the volatility of the dates before and after the CPI report. The market is currently thinking only about the actual CPI print but not thinking about the potential impacts of what comes after the report.</p><p>It is also potentially why the VIX is depressed, as investors hedge for the day of risk but not after the fact risk. This means if the next CPI report and the FOMC are at the same time, investors may scramble to buy that protection 30 days from now, pushing the VIX index up.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a91b7d0316f0ed9a2c0b6df36a775367\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>Should investors scramble to put hedges in place after a hotter-than-expected CPI report, it is a potential headwind for stocks, as rising implied volatility pushes equity prices lower.</p><p>At this point, the market may be overlooking the risk of this October CPI report this Thursday. And should it come in hotter than expected, the downside risk to equity markets is significant, and the VIX would likely surge much higher.</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 U.S. CPI Report Could Deliver A Massive Shock To Markets</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 U.S. CPI Report Could Deliver A Massive Shock To Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4553867-cpi-report-massive-shock-markets><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe stock market appears to be hedging only for the CPI day of risk.That may be a problem because the CPI estimates appear to be too low.That means stocks may be vulnerable to a big drop on a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4553867-cpi-report-massive-shock-markets\">Source 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","VIX":"标普500波动率指数","VIXY":"波动率短期期货指数ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4553867-cpi-report-massive-shock-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281610820","content_text":"SummaryThe stock market appears to be hedging only for the CPI day of risk.That may be a problem because the CPI estimates appear to be too low.That means stocks may be vulnerable to a big drop on a hot CPI report this week.nonnie192With the consumer price index on deck, it will be another big week for markets. The CPI report has been a market-moving event for the last few months, and the October report comes Thursday, November 10.Estimates MayBe Too LowConsensus estimates may prove too low again for both headline and core CPI. For October, CPI is estimated to have risen by 7.9%, down from September's reading of 8.2%. Meanwhile, core CPI is estimated to have increased by 6.5%, down from September's 6.6%. The problem is that CPI and core CPI have met or beaten estimates in 10 out of the last 12 months.BloombergThe Cleveland Fed is forecasting much higher inflation than current consensus estimates. For headline CPI, the Cleveland Fed indicates a year-over-year increase of 8.1%; for core CPI, it estimates 6.6%. If the Cleveland Fed is correct, analysts' consensus estimates may prove too low and by as much as 0.2% for CPI and 0.1% for core CPI.BloombergThe problem is that the Cleveland Fed has historically underestimated the actual CPI results. Over the last 19 months' headline, CPI has beaten the Cleveland Fed estimates 16 times, and core CPI has come hotter than the Cleveland Fed estimates 14 times.BloombergSo if the consensus estimates for headline inflation are 7.9% and the Cleveland Fed is at 8.1%, there is a good chance that headline CPI could come in significantly higher than the consensus and may even be higher than the Cleveland Fed's estimates.Meanwhile, consensus estimates for core CPI are 6.5%, and the Cleveland Fed estimates 6.6%; there is a good chance that core also beats.BloombergMarkets Appear Under-HedgedSo another hotter-than-expected CPI would undoubtedly be a shocker to markets and could create a lot of volatility. The difference between this month's CPI reading and last month's reading is that the market doesn't seem as hedged going into this month's inflation readout. So a hotter-than-expected CPI could have a much different outcome than last month's more than 2% decline at the open, followed by a \"flash rally\" due to melting implied volatility and short-covering; in that case, the market appears to have been over-hedged.Going into last month's CPI reading, the VIX was trading well above 30. This month the VIX is trading around 25. The only time this value was lower since April was heading into the August CPI report when it was trading around 20. Perhaps because the market feels that the next FOMC meeting isn't for a month, there is no need to worry about monetary policy impacts. However, a hotter-than-expected CPI will likely ramp up the hawkish rhetoric and could even put a 75 bps rate hike for December back on the table.BloombergFollowing the hotter-than-expected September reading, the market started to price in odds for a 75 bps rate hike at the December meeting. But that expectation began to cool around October 20.BloombergHowever, a hotter-than-expected print would likely put the discussion for a 75 bps rate back on the table. Because the next FOMC meeting is scheduled for December 13 and 14, and the next CPI release date is scheduledfor December 13.The problem is that the Cleveland Fed doesn't see CPI for November coming down. Currently, the estimates for November are 8.1%. This means that a reading that comes in below expectations for November is unlikely to have much influence at that point because the Fed will want to see consecutive months of falling inflation rates before thinking differently about monetary policy.BloombergThat would suggest that following a hotter-than-expected October CPI, investors are likely to scramble to buy longer-dated hedges than what they have done currently. Based on the S&P 500 current implied volatility term structure, it would appear that investors are hedging for the risk of a hotter-than-expected inflation reading but doing so using the November 10 S&P 500 expiration date.Implied volatility for the November 10 S&P 500 expiration date for an at-the-money option is elevated relative to the volatility of the dates before and after the CPI report. The market is currently thinking only about the actual CPI print but not thinking about the potential impacts of what comes after the report.It is also potentially why the VIX is depressed, as investors hedge for the day of risk but not after the fact risk. This means if the next CPI report and the FOMC are at the same time, investors may scramble to buy that protection 30 days from now, pushing the VIX index up.BloombergShould investors scramble to put hedges in place after a hotter-than-expected CPI report, it is a potential headwind for stocks, as rising implied volatility pushes equity prices lower.At this point, the market may be overlooking the risk of this October CPI report this Thursday. And should it come in hotter than expected, the downside risk to equity markets is significant, and the VIX would likely surge much higher.","news_type":1,"symbols_score_info":{"VIX":0.9,".IXIC":0.9,"VIXY":0.6,".SPX":0.9,"VIXmain":0.6,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9075548869,"gmtCreate":1658233797351,"gmtModify":1676536125651,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094301913132990","authorIdStr":"4094301913132990"},"themes":[],"htmlText":"Good opportunity to buy at the dip","listText":"Good opportunity to buy at the dip","text":"Good opportunity to buy at the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075548869","repostId":"1130997965","repostType":4,"repost":{"id":"1130997965","kind":"news","pubTimestamp":1658223819,"share":"https://ttm.financial/m/news/1130997965?lang=en_US&edition=fundamental","pubTime":"2022-07-19 17:43","market":"us","language":"en","title":"The Big Tech Apples May Have Further to Fall?","url":"https://stock-news.laohu8.com/highlight/detail?id=1130997965","media":"Bloomberg","summary":"Apple of the Market’s EyeThere’s no doubt what Monday’s biggest market news was in New York. Apple I","content":"<div>\n<p>Apple of the Market’s EyeThere’s no doubt what Monday’s biggest market news was in New York. Apple Inc. stock fell more than 2% in its worst session in almost three weeks after Bloomberg revealed the ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2022-07-19/apple-s-thud-suggests-big-tech-s-pandemic-era-premiums-could-fall-further?srnd=markets-vp\">Source Link</a>\n\n</div>\n","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>The Big Tech Apples May Have Further to Fall?</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 Big Tech Apples May Have Further to Fall?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 17:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2022-07-19/apple-s-thud-suggests-big-tech-s-pandemic-era-premiums-could-fall-further?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple of the Market’s EyeThere’s no doubt what Monday’s biggest market news was in New York. Apple Inc. stock fell more than 2% in its worst session in almost three weeks after Bloomberg revealed the ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2022-07-19/apple-s-thud-suggests-big-tech-s-pandemic-era-premiums-could-fall-further?srnd=markets-vp\">Source 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://www.bloomberg.com/opinion/articles/2022-07-19/apple-s-thud-suggests-big-tech-s-pandemic-era-premiums-could-fall-further?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130997965","content_text":"Apple of the Market’s EyeThere’s no doubt what Monday’s biggest market news was in New York. Apple Inc. stock fell more than 2% in its worst session in almost three weeks after Bloomberg revealed the company’s plans to slow hiring and spending to cope with a potential economic downturn. The news, shortly after midday, sparked an immediate tumble.Until now, shares of the iPhone-maker had fallen roughly 17% for the year, in step with the broader market rout. The announcement undercut the market, with other big “FANG” internet platforms such as Alphabet Inc. and Microsoft Corp. also falling. The tech stalwart had been among the companies that beat Wall Street expectations throughout the pandemic, and had come to be seen as a defensive stock, so any negative news was bound to hurt sentiment across the market.The development was particularly unwelcome as it came just as the tech sector appeared ready to rally. The Nasdaq 100, down 27% for the year so far, had briefly managed to get above its 50-day moving average on Monday, suggesting that the relentless downward trend was over — but the index failed to stay there, thanks in large part to Apple.There have been hopes that valuation is at last looking favorable for the tech sector once more — although this gets a little harder to sustain on closer examination. The spread between the prospective earnings multiples of the S&P 500 Information Technology Sector and the benchmark S&P 500 started this year at the highest it had been since 2004. A “healthy correction” was in order, and what looks like some seriously unhealthy speculative excess has now been wrung out of the market. However, it’s worth noting that from the Great Financial Crisis through to about 2018, tech basically traded at the same multiple as the rest of the market. Tech’s premium could easily fall further from here:There is a similar message from the tech index’s P/E ratio judged in its own right. It has slipped to 20.6 on Monday, having peaked above 30 in the first year of the pandemic. But 20 appears to be the level at which it hit a plateau in 2017 and 2018 — again while it looks like the excess has been blown off thetop, there’s no particular reason to think that the multiple can rebound.Investors will get more clarity this week when more tech heavyweights report earnings following mixed results from major banks. Netflix Inc., savagely punished for disappointing results so far this year, will kick off the FANG stocks Tuesday evening. This is the season for all companies to get bad news off their chests, so the chances of a durable rebound should be much stronger once investors believe they know the worst.Nicholas Colas, co-founder of DataTrek Research, would “prefer to get bullish” on US large-cap tech once he sees second-quarter earnings season, which will include third-quarter guidance. This, even as Wall Street’s forecast still remains relatively optimistic. “Even still, the return math says the Nasdaq is pretty washed out here on a relative basis,” he said.While the surge in US tech stocks just after the March 2020 stock market lows was statistically remarkable, it was nothing like the dot com bubble. The peak in post-Pandemic Crisis NASDAQ outperformance was 21 points in August 2020. That is just over two standard deviations (18.4 points, as calculated above). By contrast, the 2000 dot com bubble saw the NASDAQ outperform the S&P 500 by 77 points, which is nine standard deviations.The NASDAQ rarely underperforms the S&P 500 by much more than 6.8 points over 100 days, which is one standard deviation from the relative return mean... It exceeded those levels in late May 2022, at 11 points of relative underperformance.The NASDAQ has underperformed the S&P 500 by 4.3 points over the last 100 days, well within one standard deviation.All of this suggests that the sector could have further to fall if the news is bad. Still, if earnings of tech companies prove profitable, or traders can be convinced that the worst news is known, it may solidify its status as the new defensive play, at least for now.Colas is not alone in suggesting that the conditions for a bottom are not in place, despite the recent signs of life in the tech sector. Tom Essaye, a former Merrill Lynch trader who founded The Sevens Report, continues to suggest that some broader macro landmarks need to be passed before the market can make a durable bottom. His list is as follows:1. Chinese Lockdowns Ease and Growth Recovers — The Chinese economy has largely reopened, but this week’s shutdown in Macau and mass testing in Shanghai and other regions show that “Zero COVID” remains partially in effect and as a result, the threat of lockdowns will continue to weigh on Chinese stocks and the outlook for the global economy.2. Inflation Peaks and Declines and the Fed Eases Off the Hawkish Rhetoric — Obviously we’re not close on this yet. The June CPI printed above 9% and it’s essentially a “toss up” as to whether we get a 75bps hike or a 100bps hike.3. Geopolitical Tensions Decline — Certain commodities like wheat and corn have declined to pre-collision levels, as markets are hopeful that grain shipments from Ukraine will start again soon. But energy commodities, despite large drops, remain above pre-invasion levels (oil and natural gas). Additionally, the drops have been driven by fears of a global recession crimping demand and lack of export capacity in the US (for natural gas), not on some geopolitical improvement.Until these macroeconomic factors are resolved, and it could take a while, Essaye does not think the June low in equities is the bottom, while the market remains vulnerable to any disappointments. Apple delivered just such a disappointment on Monday; now the question is whether further ones lie ahead.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016274351,"gmtCreate":1649204027681,"gmtModify":1676534469118,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094301913132990","authorIdStr":"4094301913132990"},"themes":[],"htmlText":"Staying sideline probably is a good strategy for &nbsp; now. Nvidia deserves a premium but at around &nbsp; &nbsp;$280 it's still too expensive.&nbsp;","listText":"Staying sideline probably is a good strategy for &nbsp; now. Nvidia deserves a premium but at around &nbsp; &nbsp;$280 it's still too expensive.&nbsp;","text":"Staying sideline probably is a good strategy for now. Nvidia deserves a premium but at around $280 it's still too expensive.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016274351","repostId":"1155621499","repostType":4,"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578294438049176","authorId":"3578294438049176","name":"Chiweii","avatar":"https://community-static.tradeup.com/news/9617afaae7c8bfb14f92a88d964ccb33","crmLevel":12,"crmLevelSwitch":1,"idStr":"3578294438049176","authorIdStr":"3578294438049176"},"content":"Agree. Below $250 would be a good price to me","text":"Agree. Below $250 would be a good price to me","html":"Agree. Below $250 would be a good price to me"},{"author":{"id":"3572923586954779","authorId":"3572923586954779","name":"LimLS","avatar":"https://static.tigerbbs.com/217b03b0c4808fb537070ba4e8f9d83f","crmLevel":12,"crmLevelSwitch":1,"idStr":"3572923586954779","authorIdStr":"3572923586954779"},"content":"Clearly at a premium. I will look at it as it's closer to 200-215. Some may think it will never come. I think otherwise. Just check the price movement for the last 6 months. I can wait.","text":"Clearly at a premium. I will look at it as it's closer to 200-215. Some may think it will never come. I think otherwise. Just check the price movement for the last 6 months. I can wait.","html":"Clearly at a premium. I will look at it as it's closer to 200-215. Some may think it will never come. I think otherwise. Just check the price movement for the last 6 months. I can wait."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984180160,"gmtCreate":1667565108150,"gmtModify":1676537938299,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094301913132990","authorIdStr":"4094301913132990"},"themes":[],"htmlText":"Hope Apple will drop according to Newton's Law so that we can buy and keep😀","listText":"Hope Apple will drop according to Newton's Law so that we can buy and keep😀","text":"Hope Apple will drop according to Newton's Law so that we can buy and keep😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9984180160","repostId":"2280527752","repostType":4,"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088250029,"gmtCreate":1650353042998,"gmtModify":1676534703471,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094301913132990","authorIdStr":"4094301913132990"},"themes":[],"htmlText":"When you got money people will listen.","listText":"When you got money people will listen.","text":"When you got money people will listen.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088250029","repostId":"1168700543","repostType":4,"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901602121,"gmtCreate":1659175627463,"gmtModify":1676536268964,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094301913132990","authorIdStr":"4094301913132990"},"themes":[],"htmlText":"Beware of dead cat bounce😱","listText":"Beware of dead cat bounce😱","text":"Beware of dead cat bounce😱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901602121","repostId":"2255591959","repostType":4,"repost":{"id":"2255591959","kind":"highlight","pubTimestamp":1659147333,"share":"https://ttm.financial/m/news/2255591959?lang=en_US&edition=fundamental","pubTime":"2022-07-30 10:15","market":"us","language":"en","title":"The Stock Market Had a Great July. Why August Could Be Tougher","url":"https://stock-news.laohu8.com/highlight/detail?id=2255591959","media":"Barrons","summary":"Stocks rallied this past week as investors bet that the Federal Reserve has reached peak hawkishness","content":"<html><head></head><body><p>Stocks rallied this past week as investors bet that the Federal Reserve has reached peak hawkishness. That’s wishful thinking.</p><p>The Dow Jones Industrial Averagerose 3%, the S&amp;P 500index added 4.3%, and the Nasdaq Composite surged 4.7%. All three had their best months since 2020. Even the premium paid for high-yield bonds over Treasuries narrowed considerably.</p><p>Yet it was a strange week for celebration. The U.S. economy saw back-to-back quarters of declining real gross domestic product in the first half of 2022, the Fed’s favored measure of inflation remained stubbornly high, and the central bank raised interest rates by another three-quarters of a point, making this one of the fastest hiking cycles of the past 40 years.</p><p>What did change are expectations for future rate hikes, hinging largely on two sentences from Fed Chairman Jerome Powell’s news conference.</p><p>“While another unusually large increase could be appropriate at our next meeting, that is a decision that will depend on the data we get between now and then,” he said. “As the stance of monetary policy tightens further, it likely will become appropriate to slow the pace of increases.” Powell even said that interest rates, now at a range of 2.25% to 2.5%, are likely at “neutral,” meaning they are neither accommodative nor restrictive.</p><p><img src=\"https://static.tigerbbs.com/aee1cf63ce76ac088586635d0db75666\" tg-width=\"956\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p><p>The market took that message to heart. Six weeks ago, interest-rate futures were pricing in a peak federal-funds rate target range of 3.75% to 4% in early 2023. Today, that peak is implied at 3.25 to 3.5% in December, just a point above the current target. Furthermore, futures pricing now implies two quarter-point rate cuts from February to July 2023. In other words, the market is betting the Fed will slow down the pace of its rate increases by the end of this year, then rapidly switch to easing policy.</p><p>Powell’s comments about the neutral rate also drew the ire of some well-known economists and investors. Former Treasury Secretary Larry Summers called Powell’s comment on the neutral rate “indefensible,” while Pershing Square’s Bill Ackman unleashed a late-night tweetstorm on the subject. “While 2.25 to 2.25% may be a neutral rate with 2% inflation, it is an extremely accommodative rate with inflation at 9%,” he wrote late on Thursday night, while isolating with Covid-19.</p><p>The implied rate path also seems highly unlikely—and almost certainly not good for the stock market. For it to develop, the Fed would have to either declare victory in its fight against rising prices—does anyone expect inflation to magically collapse to 2% by year end?—or give up the battle altogether to rescue an economy that is rapidly sinking into recession. So, while the pace of tightening may be moderating and inflation may have peaked—famous last words, we know—it’s far from a green light for investors.</p><p>Given a slowing economy, still-rising interest rates, and stock and bond indexes at or near short-term overbought levels, it might be time to sell the rally and rebalance into higher-quality or defensive areas.</p><p>“Credit spreads have continued to pull tighter…on a market narrative that a dovish pivot could be warranted,” wrote Goldman Sachs’ chief credit strategist, Lotfi Karoui, on Thursday. “We disagree, given the likely forward path of inflation, and would continue to fade the rally, using it as an opportunity to cut risk and rotate further up in quality.”</p><p>It’s too early to declare a Fed pivot and an all-clear for bullish investors. This inflation surge isn’t likely to be tamed that easily.</p></body></html>","source":"lsy1601382232898","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 Stock Market Had a Great July. Why August Could Be Tougher</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 Stock Market Had a Great July. Why August Could Be Tougher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-news-dow-nasdaq-sp500-51659132219?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks rallied this past week as investors bet that the Federal Reserve has reached peak hawkishness. That’s wishful thinking.The Dow Jones Industrial Averagerose 3%, the S&P 500index added 4.3%, and ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-news-dow-nasdaq-sp500-51659132219?mod=hp_LEAD_2\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stock-market-news-dow-nasdaq-sp500-51659132219?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255591959","content_text":"Stocks rallied this past week as investors bet that the Federal Reserve has reached peak hawkishness. That’s wishful thinking.The Dow Jones Industrial Averagerose 3%, the S&P 500index added 4.3%, and the Nasdaq Composite surged 4.7%. All three had their best months since 2020. Even the premium paid for high-yield bonds over Treasuries narrowed considerably.Yet it was a strange week for celebration. The U.S. economy saw back-to-back quarters of declining real gross domestic product in the first half of 2022, the Fed’s favored measure of inflation remained stubbornly high, and the central bank raised interest rates by another three-quarters of a point, making this one of the fastest hiking cycles of the past 40 years.What did change are expectations for future rate hikes, hinging largely on two sentences from Fed Chairman Jerome Powell’s news conference.“While another unusually large increase could be appropriate at our next meeting, that is a decision that will depend on the data we get between now and then,” he said. “As the stance of monetary policy tightens further, it likely will become appropriate to slow the pace of increases.” Powell even said that interest rates, now at a range of 2.25% to 2.5%, are likely at “neutral,” meaning they are neither accommodative nor restrictive.The market took that message to heart. Six weeks ago, interest-rate futures were pricing in a peak federal-funds rate target range of 3.75% to 4% in early 2023. Today, that peak is implied at 3.25 to 3.5% in December, just a point above the current target. Furthermore, futures pricing now implies two quarter-point rate cuts from February to July 2023. In other words, the market is betting the Fed will slow down the pace of its rate increases by the end of this year, then rapidly switch to easing policy.Powell’s comments about the neutral rate also drew the ire of some well-known economists and investors. Former Treasury Secretary Larry Summers called Powell’s comment on the neutral rate “indefensible,” while Pershing Square’s Bill Ackman unleashed a late-night tweetstorm on the subject. “While 2.25 to 2.25% may be a neutral rate with 2% inflation, it is an extremely accommodative rate with inflation at 9%,” he wrote late on Thursday night, while isolating with Covid-19.The implied rate path also seems highly unlikely—and almost certainly not good for the stock market. For it to develop, the Fed would have to either declare victory in its fight against rising prices—does anyone expect inflation to magically collapse to 2% by year end?—or give up the battle altogether to rescue an economy that is rapidly sinking into recession. So, while the pace of tightening may be moderating and inflation may have peaked—famous last words, we know—it’s far from a green light for investors.Given a slowing economy, still-rising interest rates, and stock and bond indexes at or near short-term overbought levels, it might be time to sell the rally and rebalance into higher-quality or defensive areas.“Credit spreads have continued to pull tighter…on a market narrative that a dovish pivot could be warranted,” wrote Goldman Sachs’ chief credit strategist, Lotfi Karoui, on Thursday. “We disagree, given the likely forward path of inflation, and would continue to fade the rally, using it as an opportunity to cut risk and rotate further up in quality.”It’s too early to declare a Fed pivot and an all-clear for bullish investors. This inflation surge isn’t likely to be tamed that easily.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"3577182936341023","authorIdStr":"3577182936341023"},"content":"The market has priced a technical recession n 2nd half hikes as institutional investors have returned to increase and rebalance stakes.. to reap q3 returns","text":"The market has priced a technical recession n 2nd half hikes as institutional investors have returned to increase and rebalance stakes.. to reap q3 returns","html":"The market has priced a technical recession n 2nd half hikes as institutional investors have returned to increase and rebalance stakes.. to reap q3 returns"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032253641,"gmtCreate":1647390263997,"gmtModify":1676534223332,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094301913132990","authorIdStr":"4094301913132990"},"themes":[],"htmlText":"Mega growth companies will be the first to rise &nbsp; when the bull is here","listText":"Mega growth companies will be the first to rise &nbsp; when the bull is here","text":"Mega growth companies will be the first to rise when the bull is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032253641","repostId":"1104920575","repostType":4,"repost":{"id":"1104920575","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":1647355220,"share":"https://ttm.financial/m/news/1104920575?lang=en_US&edition=fundamental","pubTime":"2022-03-15 22:40","market":"us","language":"en","title":"Megacap Growth Companies Including Apple, Amazon, Microsoft, Meta Platforms and Tesla Rose between 1% and 5% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1104920575","media":"Tiger Newspress","summary":"Megacap growth companies including Apple, Amazon, Microsoft, Meta Platforms and Tesla rose between 1% and 5% in morning trading.","content":"<html><head></head><body><p>Megacap growth companies including Apple, Amazon, Microsoft, Meta Platforms and Tesla rose between 1% and 5% in morning trading.<img src=\"https://static.tigerbbs.com/f047a1f6142259c15aef76dfa9237a9c\" tg-width=\"607\" tg-height=\"582\" referrerpolicy=\"no-referrer\" 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>Megacap Growth Companies Including Apple, Amazon, Microsoft, Meta Platforms and Tesla Rose between 1% and 5% in Morning Trading</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\">\nMegacap Growth Companies Including Apple, Amazon, Microsoft, Meta Platforms and Tesla Rose between 1% and 5% in Morning Trading\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\">2022-03-15 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Megacap growth companies including Apple, Amazon, Microsoft, Meta Platforms and Tesla rose between 1% and 5% in morning trading.<img src=\"https://static.tigerbbs.com/f047a1f6142259c15aef76dfa9237a9c\" tg-width=\"607\" tg-height=\"582\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AAPL":"苹果","NVDA":"英伟达","FB":"ProShares S&P 500 Dynamic Buffer ETF","TSLA":"特斯拉","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104920575","content_text":"Megacap growth companies including Apple, Amazon, Microsoft, Meta Platforms and Tesla rose between 1% and 5% in morning trading.","news_type":1,"symbols_score_info":{"TSLA":0.9,"MSFT":0.9,"AAPL":0.9,"GOOG":0.9,"NVDA":0.9,"FB":0.9}},"isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961833667,"gmtCreate":1668907567459,"gmtModify":1676538126257,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094301913132990","authorIdStr":"4094301913132990"},"themes":[],"htmlText":"Buy both","listText":"Buy both","text":"Buy both","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961833667","repostId":"2284038371","repostType":2,"repost":{"id":"2284038371","kind":"highlight","pubTimestamp":1668918242,"share":"https://ttm.financial/m/news/2284038371?lang=en_US&edition=fundamental","pubTime":"2022-11-20 12:24","market":"us","language":"en","title":"Qualcomm Vs. Nvidia: The Better Buy Might Shock You","url":"https://stock-news.laohu8.com/highlight/detail?id=2284038371","media":"Seeking Alpha","summary":"Do you dream of retiring in comfort or even splendor? Who doesn't?!Do you wish your retirement stand","content":"<html><head></head><body><p>Do you dream of retiring in comfort or even splendor? Who doesn&#39;t?!</p><p>Do you wish your retirement standard of living could be 100% free from the market&#39;s crazy gyrations? I know I do.</p><p>Does the idea of being able to count on steadily growing income in all market, economic, inflation, and interest rate conditions, sound appealing? It does to me.</p><p>Well then blue-chip dividend investing might be just what you&#39;re looking for.</p><p>When you hear &#34;dividend investing&#34; you probably think of boring, mature, and stable businesses like Altria (MO), Verizon (VZ) or Pepsi (PEP).</p><p>And while those are indeed wonderful ways to earn generous, very safe, and steadily growing income today, if you want to maximize long-term retirement income there is no better way than combining high-yield and fast-growth.</p><p>Why? Let&#39;s consider the examples of two fast-growing dividend chip stocks, QUALCOMM Incorporated (NASDAQ:QCOM) and NVIDIA Corporation (NASDAQ:NVDA).</p><p>Let&#39;s see what happens when we combine high-yield with fast-growth.</p><h4>Historical Total Returns Since 2011</h4><p><img src=\"https://static.tigerbbs.com/5abab739c65390aec9ecc4d8eb0e567b\" tg-width=\"640\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Combining the world&#39;s best high-yield and growth exchange-traded funds (&#34;ETFs&#34;) with the growth and ultra-yield blue-chips created a far better performing portfolio over the last 11 years.</p><p><img src=\"https://static.tigerbbs.com/2027ec3b24edf389edb7de640c5e8ef0\" tg-width=\"640\" tg-height=\"125\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>But more importantly for income investors, it also delivered superior income over time.</p><h4>Income Growth Rich Retirement Dreams Are Made Of</h4><p></p><p><img src=\"https://static.tigerbbs.com/68784dfa5159ea8211a71a811b27e419\" tg-width=\"640\" tg-height=\"253\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><h4>Cumulative Dividends Since 2012: Per $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Metric</b></td><td><b>S&amp;P 500</b></td><td><b>SCHD</b></td><td><b>SCHD, QQQ, ENB, MO, NVDA, QCOM</b></td></tr><tr><td>Total Dividends</td><td>$471</td><td>$785</td><td>$1,177</td></tr><tr><td><b>Total Inflation-Adjusted Dividends</b></td><td><b>$359.54</b></td><td><b>$599.24</b></td><td><b>$898.47</b></td></tr><tr><td><b>Annualized Income Growth Rate</b></td><td><b>9.0%</b></td><td><b>15.3%</b></td><td><b>27.9%</b></td></tr><tr><td>Total Income/Initial Investment %</td><td>0.47</td><td>0.79</td><td>1.18</td></tr><tr><td><b>Inflation-Adjusted Income/Initial Investment %</b></td><td><b>0.36</b></td><td><b>0.60</b></td><td><b>0.90</b></td></tr><tr><td><b>More Inflation-Adjusted Income Than S&amp;P</b></td><td><b>NA</b></td><td><b>1.67</b></td><td><b>2.50</b></td></tr><tr><td><b>Starting Yield</b></td><td><b>2.5%</b></td><td><b>3.2%</b></td><td><b>2.7%</b></td></tr><tr><td>Today&#39;s Annual Dividend Return On Your Starting Investment (Yield On Cost)</td><td>5.9%</td><td>13.3%</td><td>31.7%</td></tr><tr><td><b>2022 Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)</b></td><td><b>4.5%</b></td><td><b>10.2%</b></td><td><b>24.2%</b></td></tr></tbody></table><p><i>(Source: Portfolio Visualizer Premium)</i></p><p>By combining yield and growth over the last 10 year income investors have enjoyed 28% annual income growth, 2X better than Schwab U.S. Dividend Equity ETF (SCHD), and 3X better than the S&amp;P 500 (SP500).</p><p>They&#39;ve gotten back 90% of their initial investment in inflation-adjusted dividends, and enjoyed 2.5X more income than the S&amp;P 500 and 50% more income than SCHD alone.</p><p>And for every $1 invested in 2011 they are now getting $.24 in annual inflation-adjusted dividends, and that&#39;s growing exponentially each year.</p><ul><li>SCHD investors are getting $0.1 in annual income per $1 investment</li><li>S&amp;P 500 investors $0.05.</li></ul><p>Ok, so that&#39;s fine for those with 10+ years to invest, but surely retirees should stick to high-yield only right? WRONG!</p><p>Unless you expect to drop dead in 10 years let&#39;s not forget that retirements last a long time.</p><p><img src=\"https://static.tigerbbs.com/872a8106a46bdef537bd2736d27566c0\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/></p><p>Hamilton Project</p><p>22% of U.S. men can expect to live to 90 and 34% of woman.</p><p>In other words, even if you&#39;re already retired chances are very good that you have a 10+ year, or even 30 to 40 year time horizon.</p><p>And that&#39;s where the power of fast dividend compounding really shines.</p><p>How powerful is hyper-dividend compounding over 35 years?</p><p><b>MO + LOW Cumulative Dividends Since 1985 Per $1,000 Initial Investment </b></p><table><colgroup></colgroup><tbody><tr><td><b>Metric</b></td><td><b>Altria</b></td><td><b>Lowe&#39;s</b></td><td><b>Altria + Lowe&#39;s</b></td></tr><tr><td>Total Dividends</td><td>$282,584</td><td>$37,611</td><td>$286,519</td></tr><tr><td><b>Total Inflation-Adjusted Dividends</b></td><td><b>$100,563.70</b></td><td><b>$13,384.70</b></td><td><b>$101,964.06</b></td></tr><tr><td>Annualized Income Growth Rate</td><td>18.8%</td><td>18.2%</td><td>21.7%</td></tr><tr><td>Total Income/Initial Investment %</td><td>282.58</td><td>37.61</td><td>286.52</td></tr><tr><td>Inflation-Adjusted Income/Initial Investment %</td><td>100.56</td><td>13.38</td><td>101.96</td></tr><tr><td>More Inflation-Adjusted Income Than Altria</td><td>NA</td><td>0.13</td><td>1.01</td></tr><tr><td>Starting Yield</td><td>4.8%</td><td>1.4%</td><td>3.0%</td></tr><tr><td>Today&#39;s Annual Dividend Return On Your Starting Investment (Yield On Cost)</td><td>2774.0%</td><td>682.5%</td><td>4350.4%</td></tr><tr><td><i><b>Today&#39;s Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)</b></i></td><td><i><b>987.2%</b></i></td><td><i><b>242.9%</b></i></td><td><i><b>1548.2%</b></i></td></tr></tbody></table><p><i>(Source: Portfolio Visualizer Premium)</i></p><p>You can enjoy 100X your initial investment in inflation-adjusted income and achieve truly mind boggling income by combining ultra-yield with hyper-dividend growth.</p><p>And guess what? Combining yield + hyper-growth, even without dividends can be even more powerful.</p><p><b>MO + AMZN Cumulative Dividends Since 1998 Per $1,000 Initial Investment </b></p><table><colgroup></colgroup><tbody><tr><td><b>Metric</b></td><td><b>Altria</b></td><td><b>Altria + Amazon</b></td></tr><tr><td>Total Dividends</td><td>$3,034.00</td><td>$101,408.00</td></tr><tr><td><b>Total Inflation-Adjusted Dividends</b></td><td><b>$1,657.92</b></td><td><b>$55,414.21</b></td></tr><tr><td><b>Annualized Income Growth Rate</b></td><td><b>3.31%</b></td><td><b>27.96%</b></td></tr><tr><td>Total Income/Initial Investment %</td><td>3.034</td><td>101.408</td></tr><tr><td>Inflation-Adjusted Income/Initial Investment %</td><td>1.657923497</td><td>55.41420765</td></tr><tr><td><b>More Inflation-Adjusted Income Than Altria</b></td><td><b>NA</b></td><td><b>33.4</b></td></tr><tr><td><b>Starting Yield</b></td><td><b>3.80%</b></td><td><b>4.10%</b></td></tr><tr><td>Today&#39;s Annual Dividend Return On Your Starting Investment (Yield On Cost)</td><td>8.30%</td><td>1523.50%</td></tr><tr><td><b>2022 Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)</b></td><td><b>4.54%</b></td><td><b>832.51%</b></td></tr></tbody></table><p><i>(Source: Portfolio Visualizer Premium) MO&#39;s dividend growth is low because of the 2007 and 2008 spin-offs. </i></p><p>Had you bought both AMZN and MO back in 1997, reinvested dividends, and rebalanced annually, today you&#39;ve received 33X more inflation-adjusted income over the last 24 years.</p><p>28% annual income growth means a 208X higher inflation-adjusted yield on cost.</p><p>Income growth over time tends to track total returns, so you want to make sure that you&#39;re dividend portfolio is likely to generate strong returns. Not just to keep up with inflation (2.3% long-term according to the bond market).</p><p>You want your standard of living to keep rising in retirement, no matter how long you live.</p><p>And that&#39;s where growth stocks like QCOM and NVDA can help.</p><p>Several members have asked for an update on those chip titans and after carefully examining both companies most recent fundamentals I have come to a surprising conclusion.</p><p>At the moment, Nvidia is the far better chip dividend stock to buy, for anyone looking to maximize long-term income. Let me show you why.</p><h2>Qualcomm: A Wonderful World-Beater Facing A Slower Growth Future</h2><p></p><p><img src=\"https://static.tigerbbs.com/67fe0662e4bfe81da07f04ec434355c1\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>Chip makers are up 26% in the last month, though that&#39;s only after getting crushed in a ferocious bear market.</p><p><img src=\"https://static.tigerbbs.com/79d69773b50a5e03a69596f13a83839f\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Nvidia fell as much as 63% in this bear market (so far). That&#39;s its 3rd worst bear market in history.</p><p></p><p><img src=\"https://static.tigerbbs.com/9d99f60aeb036e67477e9669c4db6f92\" tg-width=\"640\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>QCOM has fallen as much as 37% in this bear market, also it&#39;s 3rd worst bear market.</p><blockquote>Smartphone Weakness Finally Catches Up to Qualcomm As Inventories Build</blockquote><blockquote>Qualcomm’s guidance includes an estimated negative impact of about $2 billion in revenue due to weaker demand, foreign exchange headwinds, and excess inventories.&#34; - Morningstar</blockquote><p>One year ago, chip makers were the darlings of Wall Street. The Pandemic supply chain disruptions caused a chip shortage, while record $30 trillion in global stimulus caused a boom in demand for physical goods. Many of which require computer chips.</p><p>Some in the industry were even talking about a permanent industry shift, from cyclical boom and bust cycles, to a world in which chip makers could deliver steady, tech utility like secular growth.</p><p>Well, scratch that idea. It turns out chips are still a cyclical industry and smartphone demand is falling rapidly as the global economy weakens.</p><ul><li><h3>Samsung’s profit drops by more than 30% on weakening memory chip demand</h3></li></ul><blockquote>Qualcomm said it expects its mobile-phone handset business to fall In &#34;a low double-digit percentage range&#34; this year from last year. The company had earlier forecast a &#34;mid-single-digit percentage decline&#34; from 2021.&#34; - Seeking Alpha</blockquote><p>As early as Q2 QCOM&#39;s sales were soaring 36% on the back of strong smartphone demand.</p><p>Now they are expected to decline and so are earnings.</p><p><img src=\"https://static.tigerbbs.com/ce66de408aab5b717a5b2bb68b0810e5\" tg-width=\"640\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>After exploding higher during the pandemic, QCOM&#39;s earnings are expected to:</p><ul><li>fall 8% in 2023</li><li>grow 11% in 2024</li><li>2% EPS growth from 2022 to 2024.</li></ul><p>QCOM&#39;s licensing business, which generates incredible 73% operating margins, isn&#39;t expected to grow in the future, though its 263,708 patents are still expected to mint free cash flow for years to come.</p><p>At least in the short-term analysts growth outlooks have dimmed for QCOM which is now expected to grow around 8% over the long-term, after we get past the 2023 recession.</p><p><img src=\"https://static.tigerbbs.com/ac98516ffd9c404ce1f26b009c14b7be\" tg-width=\"165\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet<img src=\"https://static.tigerbbs.com/6bfc4e00ba39fff6f4d44310dcc87e53\" tg-width=\"161\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p><img src=\"https://static.tigerbbs.com/53aa912a1d243b464b584069d100822f\" tg-width=\"154\" tg-height=\"223\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet<img src=\"https://static.tigerbbs.com/a5085ebb2648b58f1f0759749655f78d\" tg-width=\"151\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p>Is QCOM likely to actually grow at 8% over time? Which would make the total return outlook rather uninspiring?</p><table><colgroup></colgroup><tbody><tr><td>Investment Strategy</td><td>Yield</td><td>LT Consensus Growth</td><td>LT Consensus Total Return Potential</td><td>Long-Term Risk-Adjusted Expected Return</td><td>Long-Term Inflation And Risk-Adjusted Expected Returns</td><td>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</td><td><p>10-Year Inflation And Risk-Adjusted Expected Return</p></td></tr><tr><td>Nasdaq</td><td>0.8%</td><td>11.8%</td><td>12.6%</td><td>8.8%</td><td>6.5%</td><td>11.0</td><td>1.88</td></tr><tr><td><a href=\"https://laohu8.com/S/SCHD\">Schwab US Dividend Equity ETF</a></td><td>3.6%</td><td>8.5%</td><td>12.1%</td><td>8.4%</td><td>6.1%</td><td>11.8</td><td>1.81</td></tr><tr><td>Dividend Aristocrats</td><td>2.6%</td><td>8.5%</td><td>11.1%</td><td>7.8%</td><td>5.4%</td><td>13.2</td><td>1.70</td></tr><tr><td>S&amp;P 500</td><td>1.8%</td><td>8.5%</td><td>10.3%</td><td>7.2%</td><td>4.9%</td><td>14.8</td><td>1.61</td></tr><tr><td><b>Qualcomm</b></td><td><b>2.4%</b></td><td><b>7.8%</b></td><td><b>10.2%</b></td><td><b>7.1%</b></td><td><b>4.8%</b></td><td><b>15.0</b></td><td><b>1.60</b></td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>If analysts are right, then QCOM might merely match the market going forward.</p><p>But I don&#39;t actually expect QCOM to grow at just 8% in the future, and here are two reasons why.</p><p></p><p><img src=\"https://static.tigerbbs.com/30bdacaec1f98fc2eb5d92a3eb153e11\" tg-width=\"640\" tg-height=\"159\" referrerpolicy=\"no-referrer\"/></p><p>Investor presentation</p><p>QCOM&#39;s addressable market is expected to grow from $100 billion per year (43% market share) to $700 billion in the next decade. QCOM is diversifying into cloud computing, driverless cars, and the internet of things or IOT.</p><p>This makes me think that the recent decline in growth outlook is due to the recent cyclical downturn, which often happens with chip makers.</p><p><img src=\"https://static.tigerbbs.com/9747d6d688ce9297cc0103ae347c27e2\" tg-width=\"640\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>However, in the short-term QCOM investors are going to have to be patient, because the recent face-ripping rally has reduced the total return potential for the next few years.</p><p><img src=\"https://static.tigerbbs.com/befa76d7c9d62162913273291a116352\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>QCOM has rallied 21% off its November 3rd lows, and combined with a weak global growth outlook for 2023, means that short-term growth prospects are rather weak.</p><p>But that doesn&#39;t mean that QCOM isn&#39;t a potentially attractive buy.</p><ul><li>fair value: $163.92</li><li>current price: $126.02</li><li><b>discount to fair value: 23%</b></li><li><b>DK rating: potentially strong buy.</b></li></ul><p></p><p><img src=\"https://static.tigerbbs.com/5d424fe27b124f6e474c19d42ac832ae\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>QCOM is trading at 11.4X consensus trough earnings, and just 9.3X cash-adjusted trough earnings.</p><p>That means it&#39;s pricing in approximately 1.6% CAGR long-term growth, far below the 7.8% analysts currently expect.</p><h4><b>Qualcomm 2024 Consensus Return Potential </b></h4><p></p><p><img src=\"https://static.tigerbbs.com/9077fd745b5fe7442c68b30862a3eaa2\" tg-width=\"640\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p>Which means that if QCOM grows as expected and returns to historical market-determined fair value it could deliver Buffett-like 19% annual returns over the next three years.</p><ul><li>about 2X the S&amp;P consensus</li></ul><h4><b>Qualcomm 2028 Consensus Return Potential</b></h4><p><img src=\"https://static.tigerbbs.com/0558e4ce2c146ab3b7ce7239e041cd2d\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p>Even with just 3.5% annual EPS growth expected through 2028, QCOM could more than double your money, delivering 14% annual returns, about 2X the S&amp;P consensus.</p><p>Or to put another way, if you buy QCOM today, you get an Ultra-SWAN quality dividend growth powerhouse, that could more than double your money as we wait to see if QCOM&#39;s growth outlook improves in the future.</p><p></p><p><img src=\"https://static.tigerbbs.com/3196bed203f1ac1f0e409a8c19f29a3f\" tg-width=\"640\" tg-height=\"94\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FActSet</p><p>QCOM has been paying a dividend for 19 consecutive years, and raised it every year. The dividend growth rate has been a stellar 20% annually and its delivered close to 14% annual returns.</p><ul><li>the current five year consensus return forecast.</li></ul><p>I think long-term QCOM should be able to continue delivering 13% to 14% long-term returns, which makes it worth buying today, or at least holding it if you already own it.</p><ul><li>13% to 14% long-term returns is better than SCHD, the S&amp;P, dividend aristocrats, and the Nasdaq.</li></ul><h4>Qualcomm Investment Decision Score</h4><p><img src=\"https://static.tigerbbs.com/4e9bd4292ef2e7e5731cd633b4998777\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>DK<img src=\"https://static.tigerbbs.com/37f29c106559f4ad320cb69a3c28da63\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p>QCOM might not be a table-pounding buy compared to the S&amp;P 500, but it&#39;s still a satisfactory one that&#39;s offering:</p><ul><li>superior and safer yield</li><li>a faster-growing dividend</li><li>better medium-term total returns</li><li>66% better risk-adjusted expected returns</li><li>30% higher income potential over the next five years than the S&amp;P</li></ul><h2>NVIDIA: A Chip Specialist Facing A Cyclical Downturn But Whose Hyper-Growth Outlook Remains Intact</h2><p>NVDA fell off a cliff when the Biden Administration announced export controls on chips to China.</p><p>Fortunately the company adapted quickly and has already announced new export control compliant chips.</p><p><img src=\"https://static.tigerbbs.com/e9acc1f5a652b10b06cb686a4f3128c0\" tg-width=\"640\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>News like that, along with the overall &#34;risk on&#34; sentiment in stocks, has helped drive NVDA up 44% in recent weeks.</p><p>This isn&#39;t surprising given that NVDA is a very volatile stock, historically 2.2X more volatile than the S&amp;P 500.</p><h4>Nvidia Rolling Returns Since Feb 1999 IPO</h4><p><img src=\"https://static.tigerbbs.com/3d3defbbc0997112ddbde7a6f2bca1a0\" tg-width=\"640\" tg-height=\"150\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Gut churning volatility cuts both ways, with 90% crashes followed by 751% one year rallies.</p><p>From bear market lows NVDA is capable of:</p><ul><li>140% annual returns for 3 years = 13.8X in 3 years</li><li>89% annual returns for five years = 24.1X in five years</li><li>81% annual returns for seven years = 64.9X in seven years</li><li>47% annual returns for 10 years = 92.4X in 10 years</li><li>34% annual returns for 15 years = 77.1X in 15 years.</li></ul><p>The question investors need answered today, is what does NVDA&#39;s long-term outlook like now that the U.S. and China are in an economic cold war?</p><blockquote>Nvidia&#39;s Data Center Business Drives the Firm&#39;s Wide Moat Rating</blockquote><blockquote>Nvidia is the top designer of discrete graphics processing units that enhance the visual experience on computing platforms. The firm&#39;s chips are used in a variety of end markets, including high-end PCs for gaming and data centers.&#34; - Morningstar</blockquote><p>NVDA might have started out focused on gaming PCs, but it&#39;s now at the forefront of some of the world&#39;s best secular growth trends.</p><ul><li>cloud computing</li><li>AI</li><li>driverless cars</li><li>automation.</li></ul><p><img src=\"https://static.tigerbbs.com/dc6801dafd36eaa41110bce2bee51efb\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/></p><p>investor presentation</p><p>Management estimates NVDA&#39;s total addressable market is $1 trillion per year (2.7% market share) and those markets are the backbone of the entire $100 trillion global economy.</p><blockquote>The acquisition of Mellanox has helped diversify Nvidia’s end-market exposure, and we suspect the firm will derive over half of revenue from the data center segment going forward, which should help mitigate some of the volatility Nvidia has faced in its gaming and cryptocurrency mining-related sales over the past few years.&#34; - Morningstar</blockquote><p>NVDA has been diversifying away from gaming for years, and Morningstar thinks they could soon get over 50% of sales from datacenters, a far more stable business.</p><p><img src=\"https://static.tigerbbs.com/d6d8a7f017af371ef6cc2091c3cce253\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>Analysts are even more bullish on the datacenter business, expecting it to triple in the next five years.</p><ul><li>25% annual growth rate.</li></ul><p>By 2027 analysts think 73% of NVDA&#39;s sales will be coming from datacenters.</p><p>Why? Because datacenters are enterprise and big businesses don&#39;t mind spending millions on the best hardware if it saves them money in the long-term.</p><p>What kind of businesses are NVDA&#39;s datacenter customers?</p><p><img src=\"https://static.tigerbbs.com/19525a0bcbf34d91c2eab5c4b5987e45\" tg-width=\"518\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/></p><p>investor presentation</p><p>NVDA&#39;s datacenter customers have deep pockets and are expected to help drive incredible long-term growth. How incredible?</p><p></p><p><img src=\"https://static.tigerbbs.com/117a0f71158d9a01f27455ae2f8895f5\" tg-width=\"640\" tg-height=\"204\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>How about tripling earnings in five years, and 18% long-term earnings growth?</p><ul><li>20% to 78% CAGR growth over the last 20 years.</li></ul><p>Given NVDA&#39;s massive $1 trillion addressable market, and dominance in advanced GPUs (the &#34;super chips&#34; that drive the future) I consider 18% long-term growth a reasonable estimate from all 46 analysts who cover it.</p><p>What does that potentially mean for investors?</p><table><colgroup></colgroup><tbody><tr><td>Investment Strategy</td><td>Yield</td><td>LT Consensus Growth</td><td>LT Consensus Total Return Potential</td><td>Long-Term Risk-Adjusted Expected Return</td><td>Long-Term Inflation And Risk-Adjusted Expected Returns</td><td>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</td><td><p>10-Year Inflation And Risk-Adjusted Expected Return</p></td></tr><tr><td><b>Nvidia</b></td><td><b>0.1%</b></td><td><b>17.7%</b></td><td><b>17.8%</b></td><td><b>12.5%</b></td><td><b>10.1%</b></td><td><b>7.1</b></td><td><b>2.62</b></td></tr><tr><td>Nasdaq</td><td>0.8%</td><td>11.8%</td><td>12.6%</td><td>8.8%</td><td>6.5%</td><td>11.0</td><td>1.88</td></tr><tr><td>Schwab US Dividend Equity ETF</td><td>3.6%</td><td>8.5%</td><td>12.1%</td><td>8.4%</td><td>6.1%</td><td>11.8</td><td>1.81</td></tr><tr><td>Dividend Aristocrats</td><td>2.6%</td><td>8.5%</td><td>11.1%</td><td>7.8%</td><td>5.4%</td><td>13.2</td><td>1.70</td></tr><tr><td>S&amp;P 500</td><td>1.8%</td><td>8.5%</td><td>10.3%</td><td>7.2%</td><td>4.9%</td><td>14.8</td><td>1.61</td></tr><tr><td><b>Qualcomm</b></td><td><b>2.4%</b></td><td><b>7.8%</b></td><td><b>10.2%</b></td><td><b>7.1%</b></td><td><b>4.8%</b></td><td><b>15.0</b></td><td><b>1.60</b></td></tr></tbody></table><p><i>(Sources: DK Research Terminal, FactSet, Morningstar, Ycharts)</i></p><p>Analysts expect Buffett-like 18% long-term returns from NVDA, not much bellow its 22% CAGR rolling 15-year returns since 1999.</p><p>In other words:</p><ul><li>QCOM is struggling with several slow years of growth due to cyclical headwinds</li><li>NVDA&#39;s growth engine is firing on all cylinders thanks to its dominance of super chip GPUs driving the future of the world economy</li></ul><p>OK, so NVDA is the best chip stock right? And clearly better than QCOM? Not necessarily.</p><h2>The Biggest Problem Income Investors Will Have With Nvidia</h2><p>What is there to not love about NVDA? Is it the balance sheet?</p><ul><li>A stable credit rating from S&amp;P = 0.66% 30-year bankruptcy risk</li><li>$11 billion in net cash on the balance sheet</li><li>$6.6 billion in annual free cash flow.</li></ul><p>No, NVDA&#39;s balanced sheet is a fortress and it&#39;s a free cash flow minting machine.</p><p>No, the biggest issue about NVDA is how stingy management is with the dividend.</p><p></p><p><img src=\"https://static.tigerbbs.com/aaab450b786d3fc8033addc276f49980\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>FAST Graphs, FactSet</p><p>NVDA&#39;s overall dividend growth rate is expectational, 27% CAGR since it began paying on in 2013. And its 52% CAGR annual total returns over that time period put even Amazon (AMZN) to shame.</p><p>But note how the dividend growth rate began slowing in 2018 and it hasn&#39;t raised its dividend for two years. The free cash flow (&#34;FCF&#34;) payout ratio has fallen to 5%, 1/10th the credit rating safety guideline for this industry.</p><p>NVDA&#39;s dividend yield is 0.1% and even if management were to take the payout ratio to the 50% safety guideline it would be just 1%, far below other world-beater blue-chip dividend chip stocks.</p><ul><li>Broadcom (AVGO): 3.2%</li><li>Texas Instruments (TXN): 2.8%</li><li>Qualcomm: 2.4%.</li></ul><p><img src=\"https://static.tigerbbs.com/3ed8059fb756ebb0208f4a9255da8fcf\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>Value investors might also be uncomfortable with a company trading at 38X forward earnings.</p><ul><li>cash-adjusted P/E is 29X</li></ul><p>What is NVDA&#39;s fair value?</p><ul><li>NVDA fair value: $136.39</li><li>current price: $160.55</li><li>discount to fair value: -18%</li><li>DK rating: hold.</li></ul><p>NVDA&#39;s 45% rally in recent weeks meant the margin of safety went from 21% to -18%.</p><p>Today NVDA is at a premium price that means a lot of downside risk for one of the most volatile world-beater tech blue-chips in the world.</p><p>If the 2023 recession causes earnings estimates to come down in the coming quarters? Then NVDA could suffer a sharp decline like these.</p><h4>Nvidia In The 2022 Bear Market</h4><p></p><p><img src=\"https://static.tigerbbs.com/1fb0d9fdc2e84efd099a075dc786d759\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In the past year alone NVDA has suffered double-digit monthly declines no less than six times, including 32% crash in April.</p><h4>Nvidia In The Pandemic</h4><p></p><p><img src=\"https://static.tigerbbs.com/9a5e4c84cd9a33c4eb1344645e4d9e02\" tg-width=\"640\" tg-height=\"113\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Nvidia held up well in the Pandemic, as did most tech stocks.</p><ul><li>The Nasdaq 100 fell just 12% while the S&amp;P fell 34%.</li></ul><p>But NVDA&#39;s crashes are the stuff of legend, and anyone owning it should be prepared for truly gut-wrenching volatility in the future. What kind of volatility?</p><h4>Nvidia In The 2018 Bear Market</h4><p><img src=\"https://static.tigerbbs.com/35a727821abe6d4024c68205c4a25cc4\" tg-width=\"640\" tg-height=\"149\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Imagine a stock you own falls 25% in a month, then 22% the next month, and then another 18% the following month.</p><p>That&#39;s what happened in the 2018 bear market.</p><ul><li>53% decline in 3 months</li><li>S&amp;P fell 21%.</li></ul><p>And that was just the 4th largest bear market in NVDA&#39;s history.</p><ul><li>it&#39;s suffered six 40+% crashes in the last 23 years</li><li>averaging once every four years.</li></ul><h4>Nvidia In The 2011 Bear Market</h4><p></p><p><img src=\"https://static.tigerbbs.com/2451a52de33e3efbd62756ec8aae19d2\" tg-width=\"640\" tg-height=\"209\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Compared to some its crashes, the 2011 bear market decline of 38% was relatively tame.</p><h4>Nvidia In The Great Recession</h4><p><img src=\"https://static.tigerbbs.com/4be365a32a8f24d156b47fe1ce741ea2\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>NVDA dell 80% during the Great Recession, including falling almost 40% in July 2008. It fell 54% from June to July of 2008, a level of volatility that only those who owned it in a diversified portfolio could stomach.</p><h4>Nvidia Pre-Tech Crash</h4><p></p><p><img src=\"https://static.tigerbbs.com/b85abd332be6f5f0eee3a6ed3ed98348\" tg-width=\"640\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p>Even before the tech crash of 2000 to 2002, NVDA was capable of falling 32% in a single month.</p><h4>Nvidia During The Tech Crash</h4><p></p><p><img src=\"https://static.tigerbbs.com/f482c390124c7ab2212d687c4ad53ccf\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium<img src=\"https://static.tigerbbs.com/34faa537584a4beab097d4a2e14c2f34\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>If you think a 45% one month rally means NVDA is out of the woods, you&#39;re wrong.</p><p>During the Tech Crash NVDA had nine 20+% single month rallies.</p><p>That includes nearly tripling from October 2001 to December 2001.</p><p>NVDA then proceeded to fall nine straight months, a total of 87%, including getting cut in half in June 2002.</p><ul><li>after already falling 50% in the previous five months</li><li>and then it fell another 50% before bottoming in September of 2022.</li></ul><p>So what if you buy NVDA today? At a 17% historical premium? Will you regret it? That depends on your time horizon. Over the next few months? Probably you&#39;re in for a wild wide...to the downside.</p><ul><li>2023 recession is expected to cause the market to bottom at 3,000 to 3,400 between Q1 of 2023 and Q4 of 2024.</li></ul><p>But in the medium-term and long-term?</p><h4>Nvidia 2025 Consensus Total Return Potential</h4><p></p><p><img src=\"https://static.tigerbbs.com/d1c252be18bc5c5c6ab04785c41297a7\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>(Source: FAST Graphs, FactSet)</p><p>NVDA&#39;s P/E peaked in the Pandemic bubble at 82X, compared to a historical market-determined fair value of 32.</p><p>It&#39;s 60% collapse brought it back to historical fair value and then it rallied 45% and became 18% overvalued. Despite strong growth in 2024 and 2025, it&#39;s consensus return potential is effectively zero.</p><h4>NVIDIA 2028 Consensus Total Return Potential</h4><p></p><p><img src=\"https://static.tigerbbs.com/33eed1944ddaef0cf8144129739a81a7\" tg-width=\"640\" tg-height=\"298\" referrerpolicy=\"no-referrer\"/></p><p>(Source: FAST Graphs, FactSet)</p><p>NVDA&#39;s growth rate is so strong that it might almost double even from today&#39;s 18% historical premium.</p><ul><li>approximately 2X the S&amp;P consensus.</li></ul><p>But if those estimates come down then NVDA investors could be in for a rough and highly volatile few years.</p><h4>Nvidia Investment Decision Score</h4><p></p><p><img src=\"https://static.tigerbbs.com/4e9bd4292ef2e7e5731cd633b4998777\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>DK</p><p><img src=\"https://static.tigerbbs.com/50cbbe0e07e810009a9c363f88f22c6c\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p>NVDA today, even at an 18% premium, is a superior choice compared to the S&amp;P 500.</p><ul><li>higher risk-adjusted expected return than the S&amp;P over the next five years</li><li>80% higher long-term annual return potential</li></ul><h2>Bottom Line: Nvidia Is The Far Better Growth Stock But Qualcomm Is The Far Better Buy Today</h2><p>When it comes to maximizing safe long-term income, combining hyper-growth with high-yield is the single best strategy.</p><p>And that&#39;s why blue-chip income investors love companies like QCOM and NVDA, which can turbocharge their long-term income growth rates.</p><ul><li>SCHD delivered 15% annual income growth over the last decade</li><li>SCHD, QQQ, MO, ENB, QCOM, and NVDA delivered 28% CAGR</li><li>and 50% more overall inflation-adjusted income.</li></ul><p>And when it comes to the issue of which chip titan is the better growth stock, it looks like NVDA is the hands down winner.</p><ul><li>a 10X bigger addressable market today (though QCOM is planning to catch up 70% of the way within a decade)</li><li>2x the median growth consensus</li><li>historically 7% higher annual returns.</li></ul><p>So you might think that NVDA is the hands down winner here. But remember that valuation matters, and it matters a lot.</p><ul><li>QCOM is 20% historically undervalued</li><li>NVDA is almost 20% historically overvalued.</li></ul><p>Given that NVDA is one of the most volatile companies on earth, capable of rising or falling 60% in a single month, knowingly overpaying for it is just asking for extreme portfolio short-term pain.</p><p>If you own NVDA today, as I do? I don&#39;t recommend selling it. Not when you&#39;ve potentially locked in Buffett-like 18% CAGR long-term returns and its growth engines are firing on all cylinders.</p><p>But for new money today? QCOM is the far better option, and could more than double in the next five years.</p><p>Even if QCOM&#39;s growth outlook never recovers from its current 8%, paying 9.4X cash-adjusted earnings gives you a very nice margin of safety.</p><p>One that means anyone buying QCOM today is likely to be pleased in 5+ years, and possibly feel like a stock market genius in 10+ years.</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>Qualcomm Vs. Nvidia: The Better Buy Might Shock You</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\">\nQualcomm Vs. Nvidia: The Better Buy Might Shock You\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 12:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558697-qualcomm-vs-nvidia-the-better-buy-might-shock-you><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Do you dream of retiring in comfort or even splendor? Who doesn't?!Do you wish your retirement standard of living could be 100% free from the market's crazy gyrations? I know I do.Does the idea of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558697-qualcomm-vs-nvidia-the-better-buy-might-shock-you\">Source 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","QCOM":"高通"},"source_url":"https://seekingalpha.com/article/4558697-qualcomm-vs-nvidia-the-better-buy-might-shock-you","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284038371","content_text":"Do you dream of retiring in comfort or even splendor? Who doesn't?!Do you wish your retirement standard of living could be 100% free from the market's crazy gyrations? I know I do.Does the idea of being able to count on steadily growing income in all market, economic, inflation, and interest rate conditions, sound appealing? It does to me.Well then blue-chip dividend investing might be just what you're looking for.When you hear \"dividend investing\" you probably think of boring, mature, and stable businesses like Altria (MO), Verizon (VZ) or Pepsi (PEP).And while those are indeed wonderful ways to earn generous, very safe, and steadily growing income today, if you want to maximize long-term retirement income there is no better way than combining high-yield and fast-growth.Why? Let's consider the examples of two fast-growing dividend chip stocks, QUALCOMM Incorporated (NASDAQ:QCOM) and NVIDIA Corporation (NASDAQ:NVDA).Let's see what happens when we combine high-yield with fast-growth.Historical Total Returns Since 2011Portfolio Visualizer PremiumCombining the world's best high-yield and growth exchange-traded funds (\"ETFs\") with the growth and ultra-yield blue-chips created a far better performing portfolio over the last 11 years.Portfolio Visualizer PremiumBut more importantly for income investors, it also delivered superior income over time.Income Growth Rich Retirement Dreams Are Made OfPortfolio Visualizer PremiumCumulative Dividends Since 2012: Per $1,000 Initial InvestmentMetricS&P 500SCHDSCHD, QQQ, ENB, MO, NVDA, QCOMTotal Dividends$471$785$1,177Total Inflation-Adjusted Dividends$359.54$599.24$898.47Annualized Income Growth Rate9.0%15.3%27.9%Total Income/Initial Investment %0.470.791.18Inflation-Adjusted Income/Initial Investment %0.360.600.90More Inflation-Adjusted Income Than S&PNA1.672.50Starting Yield2.5%3.2%2.7%Today's Annual Dividend Return On Your Starting Investment (Yield On Cost)5.9%13.3%31.7%2022 Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)4.5%10.2%24.2%(Source: Portfolio Visualizer Premium)By combining yield and growth over the last 10 year income investors have enjoyed 28% annual income growth, 2X better than Schwab U.S. Dividend Equity ETF (SCHD), and 3X better than the S&P 500 (SP500).They've gotten back 90% of their initial investment in inflation-adjusted dividends, and enjoyed 2.5X more income than the S&P 500 and 50% more income than SCHD alone.And for every $1 invested in 2011 they are now getting $.24 in annual inflation-adjusted dividends, and that's growing exponentially each year.SCHD investors are getting $0.1 in annual income per $1 investmentS&P 500 investors $0.05.Ok, so that's fine for those with 10+ years to invest, but surely retirees should stick to high-yield only right? WRONG!Unless you expect to drop dead in 10 years let's not forget that retirements last a long time.Hamilton Project22% of U.S. men can expect to live to 90 and 34% of woman.In other words, even if you're already retired chances are very good that you have a 10+ year, or even 30 to 40 year time horizon.And that's where the power of fast dividend compounding really shines.How powerful is hyper-dividend compounding over 35 years?MO + LOW Cumulative Dividends Since 1985 Per $1,000 Initial Investment MetricAltriaLowe'sAltria + Lowe'sTotal Dividends$282,584$37,611$286,519Total Inflation-Adjusted Dividends$100,563.70$13,384.70$101,964.06Annualized Income Growth Rate18.8%18.2%21.7%Total Income/Initial Investment %282.5837.61286.52Inflation-Adjusted Income/Initial Investment %100.5613.38101.96More Inflation-Adjusted Income Than AltriaNA0.131.01Starting Yield4.8%1.4%3.0%Today's Annual Dividend Return On Your Starting Investment (Yield On Cost)2774.0%682.5%4350.4%Today's Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)987.2%242.9%1548.2%(Source: Portfolio Visualizer Premium)You can enjoy 100X your initial investment in inflation-adjusted income and achieve truly mind boggling income by combining ultra-yield with hyper-dividend growth.And guess what? Combining yield + hyper-growth, even without dividends can be even more powerful.MO + AMZN Cumulative Dividends Since 1998 Per $1,000 Initial Investment MetricAltriaAltria + AmazonTotal Dividends$3,034.00$101,408.00Total Inflation-Adjusted Dividends$1,657.92$55,414.21Annualized Income Growth Rate3.31%27.96%Total Income/Initial Investment %3.034101.408Inflation-Adjusted Income/Initial Investment %1.65792349755.41420765More Inflation-Adjusted Income Than AltriaNA33.4Starting Yield3.80%4.10%Today's Annual Dividend Return On Your Starting Investment (Yield On Cost)8.30%1523.50%2022 Inflation-Adjusted Annual Dividend Return On Your Starting Investment (Inflation-Adjusted Yield On Cost)4.54%832.51%(Source: Portfolio Visualizer Premium) MO's dividend growth is low because of the 2007 and 2008 spin-offs. Had you bought both AMZN and MO back in 1997, reinvested dividends, and rebalanced annually, today you've received 33X more inflation-adjusted income over the last 24 years.28% annual income growth means a 208X higher inflation-adjusted yield on cost.Income growth over time tends to track total returns, so you want to make sure that you're dividend portfolio is likely to generate strong returns. Not just to keep up with inflation (2.3% long-term according to the bond market).You want your standard of living to keep rising in retirement, no matter how long you live.And that's where growth stocks like QCOM and NVDA can help.Several members have asked for an update on those chip titans and after carefully examining both companies most recent fundamentals I have come to a surprising conclusion.At the moment, Nvidia is the far better chip dividend stock to buy, for anyone looking to maximize long-term income. Let me show you why.Qualcomm: A Wonderful World-Beater Facing A Slower Growth FutureYchartsChip makers are up 26% in the last month, though that's only after getting crushed in a ferocious bear market.Portfolio Visualizer PremiumNvidia fell as much as 63% in this bear market (so far). That's its 3rd worst bear market in history.Portfolio Visualizer PremiumQCOM has fallen as much as 37% in this bear market, also it's 3rd worst bear market.Smartphone Weakness Finally Catches Up to Qualcomm As Inventories BuildQualcomm’s guidance includes an estimated negative impact of about $2 billion in revenue due to weaker demand, foreign exchange headwinds, and excess inventories.\" - MorningstarOne year ago, chip makers were the darlings of Wall Street. The Pandemic supply chain disruptions caused a chip shortage, while record $30 trillion in global stimulus caused a boom in demand for physical goods. Many of which require computer chips.Some in the industry were even talking about a permanent industry shift, from cyclical boom and bust cycles, to a world in which chip makers could deliver steady, tech utility like secular growth.Well, scratch that idea. It turns out chips are still a cyclical industry and smartphone demand is falling rapidly as the global economy weakens.Samsung’s profit drops by more than 30% on weakening memory chip demandQualcomm said it expects its mobile-phone handset business to fall In \"a low double-digit percentage range\" this year from last year. The company had earlier forecast a \"mid-single-digit percentage decline\" from 2021.\" - Seeking AlphaAs early as Q2 QCOM's sales were soaring 36% on the back of strong smartphone demand.Now they are expected to decline and so are earnings.FactSet Research TerminalAfter exploding higher during the pandemic, QCOM's earnings are expected to:fall 8% in 2023grow 11% in 20242% EPS growth from 2022 to 2024.QCOM's licensing business, which generates incredible 73% operating margins, isn't expected to grow in the future, though its 263,708 patents are still expected to mint free cash flow for years to come.At least in the short-term analysts growth outlooks have dimmed for QCOM which is now expected to grow around 8% over the long-term, after we get past the 2023 recession.FAST Graphs, FactSetFAST Graphs, FactSetFAST Graphs, FactSetFAST Graphs, FactSetIs QCOM likely to actually grow at 8% over time? Which would make the total return outlook rather uninspiring?Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10-Year Inflation And Risk-Adjusted Expected ReturnNasdaq0.8%11.8%12.6%8.8%6.5%11.01.88Schwab US Dividend Equity ETF3.6%8.5%12.1%8.4%6.1%11.81.81Dividend Aristocrats2.6%8.5%11.1%7.8%5.4%13.21.70S&P 5001.8%8.5%10.3%7.2%4.9%14.81.61Qualcomm2.4%7.8%10.2%7.1%4.8%15.01.60(Source: DK Research Terminal, FactSet)If analysts are right, then QCOM might merely match the market going forward.But I don't actually expect QCOM to grow at just 8% in the future, and here are two reasons why.Investor presentationQCOM's addressable market is expected to grow from $100 billion per year (43% market share) to $700 billion in the next decade. QCOM is diversifying into cloud computing, driverless cars, and the internet of things or IOT.This makes me think that the recent decline in growth outlook is due to the recent cyclical downturn, which often happens with chip makers.YchartsHowever, in the short-term QCOM investors are going to have to be patient, because the recent face-ripping rally has reduced the total return potential for the next few years.YchartsQCOM has rallied 21% off its November 3rd lows, and combined with a weak global growth outlook for 2023, means that short-term growth prospects are rather weak.But that doesn't mean that QCOM isn't a potentially attractive buy.fair value: $163.92current price: $126.02discount to fair value: 23%DK rating: potentially strong buy.FactSet Research TerminalQCOM is trading at 11.4X consensus trough earnings, and just 9.3X cash-adjusted trough earnings.That means it's pricing in approximately 1.6% CAGR long-term growth, far below the 7.8% analysts currently expect.Qualcomm 2024 Consensus Return Potential FAST Graphs, FactSetWhich means that if QCOM grows as expected and returns to historical market-determined fair value it could deliver Buffett-like 19% annual returns over the next three years.about 2X the S&P consensusQualcomm 2028 Consensus Return PotentialFAST Graphs, FactSetEven with just 3.5% annual EPS growth expected through 2028, QCOM could more than double your money, delivering 14% annual returns, about 2X the S&P consensus.Or to put another way, if you buy QCOM today, you get an Ultra-SWAN quality dividend growth powerhouse, that could more than double your money as we wait to see if QCOM's growth outlook improves in the future.FAST Graphs, FActSetQCOM has been paying a dividend for 19 consecutive years, and raised it every year. The dividend growth rate has been a stellar 20% annually and its delivered close to 14% annual returns.the current five year consensus return forecast.I think long-term QCOM should be able to continue delivering 13% to 14% long-term returns, which makes it worth buying today, or at least holding it if you already own it.13% to 14% long-term returns is better than SCHD, the S&P, dividend aristocrats, and the Nasdaq.Qualcomm Investment Decision ScoreDKDividend Kings Automated Investment Decision ToolQCOM might not be a table-pounding buy compared to the S&P 500, but it's still a satisfactory one that's offering:superior and safer yielda faster-growing dividendbetter medium-term total returns66% better risk-adjusted expected returns30% higher income potential over the next five years than the S&PNVIDIA: A Chip Specialist Facing A Cyclical Downturn But Whose Hyper-Growth Outlook Remains IntactNVDA fell off a cliff when the Biden Administration announced export controls on chips to China.Fortunately the company adapted quickly and has already announced new export control compliant chips.YchartsNews like that, along with the overall \"risk on\" sentiment in stocks, has helped drive NVDA up 44% in recent weeks.This isn't surprising given that NVDA is a very volatile stock, historically 2.2X more volatile than the S&P 500.Nvidia Rolling Returns Since Feb 1999 IPOPortfolio Visualizer PremiumGut churning volatility cuts both ways, with 90% crashes followed by 751% one year rallies.From bear market lows NVDA is capable of:140% annual returns for 3 years = 13.8X in 3 years89% annual returns for five years = 24.1X in five years81% annual returns for seven years = 64.9X in seven years47% annual returns for 10 years = 92.4X in 10 years34% annual returns for 15 years = 77.1X in 15 years.The question investors need answered today, is what does NVDA's long-term outlook like now that the U.S. and China are in an economic cold war?Nvidia's Data Center Business Drives the Firm's Wide Moat RatingNvidia is the top designer of discrete graphics processing units that enhance the visual experience on computing platforms. The firm's chips are used in a variety of end markets, including high-end PCs for gaming and data centers.\" - MorningstarNVDA might have started out focused on gaming PCs, but it's now at the forefront of some of the world's best secular growth trends.cloud computingAIdriverless carsautomation.investor presentationManagement estimates NVDA's total addressable market is $1 trillion per year (2.7% market share) and those markets are the backbone of the entire $100 trillion global economy.The acquisition of Mellanox has helped diversify Nvidia’s end-market exposure, and we suspect the firm will derive over half of revenue from the data center segment going forward, which should help mitigate some of the volatility Nvidia has faced in its gaming and cryptocurrency mining-related sales over the past few years.\" - MorningstarNVDA has been diversifying away from gaming for years, and Morningstar thinks they could soon get over 50% of sales from datacenters, a far more stable business.FactSet Research TerminalAnalysts are even more bullish on the datacenter business, expecting it to triple in the next five years.25% annual growth rate.By 2027 analysts think 73% of NVDA's sales will be coming from datacenters.Why? Because datacenters are enterprise and big businesses don't mind spending millions on the best hardware if it saves them money in the long-term.What kind of businesses are NVDA's datacenter customers?investor presentationNVDA's datacenter customers have deep pockets and are expected to help drive incredible long-term growth. How incredible?FactSet Research TerminalHow about tripling earnings in five years, and 18% long-term earnings growth?20% to 78% CAGR growth over the last 20 years.Given NVDA's massive $1 trillion addressable market, and dominance in advanced GPUs (the \"super chips\" that drive the future) I consider 18% long-term growth a reasonable estimate from all 46 analysts who cover it.What does that potentially mean for investors?Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10-Year Inflation And Risk-Adjusted Expected ReturnNvidia0.1%17.7%17.8%12.5%10.1%7.12.62Nasdaq0.8%11.8%12.6%8.8%6.5%11.01.88Schwab US Dividend Equity ETF3.6%8.5%12.1%8.4%6.1%11.81.81Dividend Aristocrats2.6%8.5%11.1%7.8%5.4%13.21.70S&P 5001.8%8.5%10.3%7.2%4.9%14.81.61Qualcomm2.4%7.8%10.2%7.1%4.8%15.01.60(Sources: DK Research Terminal, FactSet, Morningstar, Ycharts)Analysts expect Buffett-like 18% long-term returns from NVDA, not much bellow its 22% CAGR rolling 15-year returns since 1999.In other words:QCOM is struggling with several slow years of growth due to cyclical headwindsNVDA's growth engine is firing on all cylinders thanks to its dominance of super chip GPUs driving the future of the world economyOK, so NVDA is the best chip stock right? And clearly better than QCOM? Not necessarily.The Biggest Problem Income Investors Will Have With NvidiaWhat is there to not love about NVDA? Is it the balance sheet?A stable credit rating from S&P = 0.66% 30-year bankruptcy risk$11 billion in net cash on the balance sheet$6.6 billion in annual free cash flow.No, NVDA's balanced sheet is a fortress and it's a free cash flow minting machine.No, the biggest issue about NVDA is how stingy management is with the dividend.FAST Graphs, FactSetNVDA's overall dividend growth rate is expectational, 27% CAGR since it began paying on in 2013. And its 52% CAGR annual total returns over that time period put even Amazon (AMZN) to shame.But note how the dividend growth rate began slowing in 2018 and it hasn't raised its dividend for two years. The free cash flow (\"FCF\") payout ratio has fallen to 5%, 1/10th the credit rating safety guideline for this industry.NVDA's dividend yield is 0.1% and even if management were to take the payout ratio to the 50% safety guideline it would be just 1%, far below other world-beater blue-chip dividend chip stocks.Broadcom (AVGO): 3.2%Texas Instruments (TXN): 2.8%Qualcomm: 2.4%.FactSet Research TerminalValue investors might also be uncomfortable with a company trading at 38X forward earnings.cash-adjusted P/E is 29XWhat is NVDA's fair value?NVDA fair value: $136.39current price: $160.55discount to fair value: -18%DK rating: hold.NVDA's 45% rally in recent weeks meant the margin of safety went from 21% to -18%.Today NVDA is at a premium price that means a lot of downside risk for one of the most volatile world-beater tech blue-chips in the world.If the 2023 recession causes earnings estimates to come down in the coming quarters? Then NVDA could suffer a sharp decline like these.Nvidia In The 2022 Bear MarketPortfolio Visualizer PremiumIn the past year alone NVDA has suffered double-digit monthly declines no less than six times, including 32% crash in April.Nvidia In The PandemicPortfolio Visualizer PremiumNvidia held up well in the Pandemic, as did most tech stocks.The Nasdaq 100 fell just 12% while the S&P fell 34%.But NVDA's crashes are the stuff of legend, and anyone owning it should be prepared for truly gut-wrenching volatility in the future. What kind of volatility?Nvidia In The 2018 Bear MarketPortfolio Visualizer PremiumImagine a stock you own falls 25% in a month, then 22% the next month, and then another 18% the following month.That's what happened in the 2018 bear market.53% decline in 3 monthsS&P fell 21%.And that was just the 4th largest bear market in NVDA's history.it's suffered six 40+% crashes in the last 23 yearsaveraging once every four years.Nvidia In The 2011 Bear MarketPortfolio Visualizer PremiumCompared to some its crashes, the 2011 bear market decline of 38% was relatively tame.Nvidia In The Great RecessionPortfolio Visualizer PremiumNVDA dell 80% during the Great Recession, including falling almost 40% in July 2008. It fell 54% from June to July of 2008, a level of volatility that only those who owned it in a diversified portfolio could stomach.Nvidia Pre-Tech CrashPortfolio Visualizer PremiumEven before the tech crash of 2000 to 2002, NVDA was capable of falling 32% in a single month.Nvidia During The Tech CrashPortfolio Visualizer PremiumPortfolio Visualizer PremiumIf you think a 45% one month rally means NVDA is out of the woods, you're wrong.During the Tech Crash NVDA had nine 20+% single month rallies.That includes nearly tripling from October 2001 to December 2001.NVDA then proceeded to fall nine straight months, a total of 87%, including getting cut in half in June 2002.after already falling 50% in the previous five monthsand then it fell another 50% before bottoming in September of 2022.So what if you buy NVDA today? At a 17% historical premium? Will you regret it? That depends on your time horizon. Over the next few months? Probably you're in for a wild wide...to the downside.2023 recession is expected to cause the market to bottom at 3,000 to 3,400 between Q1 of 2023 and Q4 of 2024.But in the medium-term and long-term?Nvidia 2025 Consensus Total Return Potential(Source: FAST Graphs, FactSet)NVDA's P/E peaked in the Pandemic bubble at 82X, compared to a historical market-determined fair value of 32.It's 60% collapse brought it back to historical fair value and then it rallied 45% and became 18% overvalued. Despite strong growth in 2024 and 2025, it's consensus return potential is effectively zero.NVIDIA 2028 Consensus Total Return Potential(Source: FAST Graphs, FactSet)NVDA's growth rate is so strong that it might almost double even from today's 18% historical premium.approximately 2X the S&P consensus.But if those estimates come down then NVDA investors could be in for a rough and highly volatile few years.Nvidia Investment Decision ScoreDKDividend Kings Automated Investment Decision ToolNVDA today, even at an 18% premium, is a superior choice compared to the S&P 500.higher risk-adjusted expected return than the S&P over the next five years80% higher long-term annual return potentialBottom Line: Nvidia Is The Far Better Growth Stock But Qualcomm Is The Far Better Buy TodayWhen it comes to maximizing safe long-term income, combining hyper-growth with high-yield is the single best strategy.And that's why blue-chip income investors love companies like QCOM and NVDA, which can turbocharge their long-term income growth rates.SCHD delivered 15% annual income growth over the last decadeSCHD, QQQ, MO, ENB, QCOM, and NVDA delivered 28% CAGRand 50% more overall inflation-adjusted income.And when it comes to the issue of which chip titan is the better growth stock, it looks like NVDA is the hands down winner.a 10X bigger addressable market today (though QCOM is planning to catch up 70% of the way within a decade)2x the median growth consensushistorically 7% higher annual returns.So you might think that NVDA is the hands down winner here. But remember that valuation matters, and it matters a lot.QCOM is 20% historically undervaluedNVDA is almost 20% historically overvalued.Given that NVDA is one of the most volatile companies on earth, capable of rising or falling 60% in a single month, knowingly overpaying for it is just asking for extreme portfolio short-term pain.If you own NVDA today, as I do? I don't recommend selling it. Not when you've potentially locked in Buffett-like 18% CAGR long-term returns and its growth engines are firing on all cylinders.But for new money today? QCOM is the far better option, and could more than double in the next five years.Even if QCOM's growth outlook never recovers from its current 8%, paying 9.4X cash-adjusted earnings gives you a very nice margin of safety.One that means anyone buying QCOM today is likely to be pleased in 5+ years, and possibly feel like a stock market genius in 10+ years.","news_type":1,"symbols_score_info":{"NVDA":1,"QCOM":1}},"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969723475,"gmtCreate":1668526519997,"gmtModify":1676538071251,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094301913132990","authorIdStr":"4094301913132990"},"themes":[],"htmlText":"The Master's Midas touch💰","listText":"The Master's Midas touch💰","text":"The Master's Midas touch💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9969723475","repostId":"1166351757","repostType":4,"repost":{"id":"1166351757","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":1668522804,"share":"https://ttm.financial/m/news/1166351757?lang=en_US&edition=fundamental","pubTime":"2022-11-15 22:33","market":"us","language":"en","title":"TSM Surged 11% in Morning Trading After Buffett Took a $5 Billion Stake in It","url":"https://stock-news.laohu8.com/highlight/detail?id=1166351757","media":"Tiger Newspress","summary":"Taiwan Semiconductor Manufacturing surged 11% in morning trading after Buffett took a $5 billion sta","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> surged 11% in morning trading after Buffett took a $5 billion stake in it.<img src=\"https://static.tigerbbs.com/37e461891932d573b70ae8fe01647c58\" tg-width=\"837\" tg-height=\"842\" 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>TSM Surged 11% in Morning Trading After Buffett Took a $5 Billion Stake in It</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\">\nTSM Surged 11% in Morning Trading After Buffett Took a $5 Billion Stake in It\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\">2022-11-15 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> surged 11% in morning trading after Buffett took a $5 billion stake in it.<img src=\"https://static.tigerbbs.com/37e461891932d573b70ae8fe01647c58\" tg-width=\"837\" tg-height=\"842\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166351757","content_text":"Taiwan Semiconductor Manufacturing surged 11% in morning trading after Buffett took a $5 billion stake in it.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969824967,"gmtCreate":1668405766159,"gmtModify":1676538051518,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094301913132990","authorIdStr":"4094301913132990"},"themes":[],"htmlText":"Evaporated! Disappeared! Sayonara!","listText":"Evaporated! Disappeared! Sayonara!","text":"Evaporated! Disappeared! Sayonara!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9969824967","repostId":"2283144175","repostType":2,"repost":{"id":"2283144175","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":1668383535,"share":"https://ttm.financial/m/news/2283144175?lang=en_US&edition=fundamental","pubTime":"2022-11-14 07:52","market":"other","language":"en","title":"At Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX","url":"https://stock-news.laohu8.com/highlight/detail?id=2283144175","media":"Reuters","summary":"FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sourcesBankm","content":"<html><head></head><body><ul><li>FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sources</li><li>Bankman-Fried showed spreadsheets to colleagues that revealed shift in funds to Alameda - sources</li><li>Spreadsheets indicated between $1 billion and $2 billion in client money is unaccounted for – sources</li><li>Executives set up book-keeping &#34;back door&#34; that thwarted red flags - sources</li><li>Whereabouts of missing funds is unknown - sources</li></ul><p>(Reuters) - At least $1 billion of customer funds have vanished from collapsed crypto exchange FTX, according to two people familiar with the matter.</p><p>The exchange&#39;s founder Sam Bankman-Fried secretly transferred $10 billion of customer funds from FTX to Bankman-Fried&#39;s trading company Alameda Research, the people told Reuters.</p><p>A large portion of that total has since disappeared, they said. One source put the missing amount at about $1.7 billion. The other said the gap was between $1 billion and $2 billion.</p><p>While it is known that FTX moved customer funds to Alameda, the missing funds are reported here for the first time.</p><p>The financial hole was revealed in records that Bankman-Fried shared with other senior executives last Sunday, according to the two sources. The records provided an up-to-date account of the situation at the time, they said. Both sources held senior FTX positions until this week and said they were briefed on the company&#39;s finances by top staff.</p><p>Bahamas-based FTX filed for bankruptcy on Friday after a rush of customer withdrawals earlier this week. A rescue deal with rival exchange Binance fell through, precipitating crypto’s highest-profile collapse in recent years.</p><p>In text messages to Reuters, Bankman-Fried said he &#34;disagreed with the characterization&#34; of the $10 billion transfer.</p><p>&#34;We didn&#39;t secretly transfer,&#34; he said. &#34;We had confusing internal labeling and misread it,&#34; he added, without elaborating.</p><p>Asked about the missing funds, Bankman-Fried responded: &#34;???&#34;</p><p>FTX and Alameda did not respond to requests for comment.</p><p>In a tweet on Friday, Bankman-Fried said he was &#34;piecing together&#34; what had happened at FTX. &#34;I was shocked to see things unravel the way they did earlier this week,&#34; he wrote. &#34;I will, soon, write up a more complete post on the play by play.&#34;</p><p>At the heart of FTX&#39;s problems were losses at Alameda that most FTX executives did not know about, Reuters has previously reported.</p><p>Customer withdrawals had surged last Sunday after Changpeng Zhao, CEO of giant crypto exchange Binance, said Binance would sell its entire stake in FTX&#39;s digital token, worth at least $580 million, &#34;due to recent revelations.&#34; Four days before, news outlet CoinDesk reported that much of Alameda&#39;s $14.6 billion in assets were held in the token.</p><p>That Sunday, Bankman-Fried held a meeting with several executives in the Bahamas capital Nassau to calculate how much outside funding he needed to cover FTX&#39;s shortfall, the two people with knowledge of FTX&#39;s finances said.</p><p>Bankman-Fried confirmed to Reuters that the meeting took place.</p><p>Bankman-Fried showed several spreadsheets to the heads of the company&#39;s regulatory and legal teams that revealed FTX had moved around $10 billion in client funds from FTX to Alameda, the two people said. The spreadsheets displayed how much money FTX loaned to Alameda and what it was used for, they said.</p><p>The documents showed that between $1 billion and $2 billion of these funds were not accounted for among Alameda&#39;s assets, the sources said. The spreadsheets did not indicate where this money was moved, and the sources said they don&#39;t know what became of it.</p><p>In a subsequent examination, FTX legal and finance teams also learned that Bankman-Fried implemented what the two people described as a &#34;backdoor&#34; in FTX&#39;s book-keeping system, which was built using bespoke software.</p><p>They said the &#34;backdoor&#34; allowed Bankman-Fried to execute commands that could alter the company&#39;s financial records without alerting other people, including external auditors. This set-up meant that the movement of the $10 billion in funds to Alameda did not trigger internal compliance or accounting red flags at FTX, they said.</p><p>In his text message to Reuters, Bankman-Fried denied implementing a &#34;backdoor&#34;.</p><p>The U.S. Securities and Exchange Commission is investigating FTX.com&#39;s handling of customer funds, as well its crypto-lending activities, a source with knowledge of the inquiry told Reuters on Wednesday. The Department of Justice and the Commodity Futures Trading Commission are also investigating, the source said.</p><p>FTX&#39;s bankruptcy marked a stunning reversal for Bankman-Fried. The 30-year-old had set up FTX in 2019 and led it to become <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest crypto exchanges, accumulating a personal fortune estimated at nearly $17 billion. FTX was valued in January at $32 billion, with investors including SoftBank and BlackRock.</p><p>The crisis has sent reverberations through the crypto world, with the price of major coins plummeting. And FTX&#39;s collapse is drawing comparisons to earlier major business meltdowns.</p><p>On Friday, FTX said it had turned over control of the company to John J. Ray III, the restructuring specialist who handled the liquidation of Enron Corp – one of the largest bankruptcies in history.</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>At Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX</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\">\nAt Least $1 Billion of Client Funds Missing at Failed Crypto Firm FTX\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\">2022-11-14 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sources</li><li>Bankman-Fried showed spreadsheets to colleagues that revealed shift in funds to Alameda - sources</li><li>Spreadsheets indicated between $1 billion and $2 billion in client money is unaccounted for – sources</li><li>Executives set up book-keeping &#34;back door&#34; that thwarted red flags - sources</li><li>Whereabouts of missing funds is unknown - sources</li></ul><p>(Reuters) - At least $1 billion of customer funds have vanished from collapsed crypto exchange FTX, according to two people familiar with the matter.</p><p>The exchange&#39;s founder Sam Bankman-Fried secretly transferred $10 billion of customer funds from FTX to Bankman-Fried&#39;s trading company Alameda Research, the people told Reuters.</p><p>A large portion of that total has since disappeared, they said. One source put the missing amount at about $1.7 billion. The other said the gap was between $1 billion and $2 billion.</p><p>While it is known that FTX moved customer funds to Alameda, the missing funds are reported here for the first time.</p><p>The financial hole was revealed in records that Bankman-Fried shared with other senior executives last Sunday, according to the two sources. The records provided an up-to-date account of the situation at the time, they said. Both sources held senior FTX positions until this week and said they were briefed on the company&#39;s finances by top staff.</p><p>Bahamas-based FTX filed for bankruptcy on Friday after a rush of customer withdrawals earlier this week. A rescue deal with rival exchange Binance fell through, precipitating crypto’s highest-profile collapse in recent years.</p><p>In text messages to Reuters, Bankman-Fried said he &#34;disagreed with the characterization&#34; of the $10 billion transfer.</p><p>&#34;We didn&#39;t secretly transfer,&#34; he said. &#34;We had confusing internal labeling and misread it,&#34; he added, without elaborating.</p><p>Asked about the missing funds, Bankman-Fried responded: &#34;???&#34;</p><p>FTX and Alameda did not respond to requests for comment.</p><p>In a tweet on Friday, Bankman-Fried said he was &#34;piecing together&#34; what had happened at FTX. &#34;I was shocked to see things unravel the way they did earlier this week,&#34; he wrote. &#34;I will, soon, write up a more complete post on the play by play.&#34;</p><p>At the heart of FTX&#39;s problems were losses at Alameda that most FTX executives did not know about, Reuters has previously reported.</p><p>Customer withdrawals had surged last Sunday after Changpeng Zhao, CEO of giant crypto exchange Binance, said Binance would sell its entire stake in FTX&#39;s digital token, worth at least $580 million, &#34;due to recent revelations.&#34; Four days before, news outlet CoinDesk reported that much of Alameda&#39;s $14.6 billion in assets were held in the token.</p><p>That Sunday, Bankman-Fried held a meeting with several executives in the Bahamas capital Nassau to calculate how much outside funding he needed to cover FTX&#39;s shortfall, the two people with knowledge of FTX&#39;s finances said.</p><p>Bankman-Fried confirmed to Reuters that the meeting took place.</p><p>Bankman-Fried showed several spreadsheets to the heads of the company&#39;s regulatory and legal teams that revealed FTX had moved around $10 billion in client funds from FTX to Alameda, the two people said. The spreadsheets displayed how much money FTX loaned to Alameda and what it was used for, they said.</p><p>The documents showed that between $1 billion and $2 billion of these funds were not accounted for among Alameda&#39;s assets, the sources said. The spreadsheets did not indicate where this money was moved, and the sources said they don&#39;t know what became of it.</p><p>In a subsequent examination, FTX legal and finance teams also learned that Bankman-Fried implemented what the two people described as a &#34;backdoor&#34; in FTX&#39;s book-keeping system, which was built using bespoke software.</p><p>They said the &#34;backdoor&#34; allowed Bankman-Fried to execute commands that could alter the company&#39;s financial records without alerting other people, including external auditors. This set-up meant that the movement of the $10 billion in funds to Alameda did not trigger internal compliance or accounting red flags at FTX, they said.</p><p>In his text message to Reuters, Bankman-Fried denied implementing a &#34;backdoor&#34;.</p><p>The U.S. Securities and Exchange Commission is investigating FTX.com&#39;s handling of customer funds, as well its crypto-lending activities, a source with knowledge of the inquiry told Reuters on Wednesday. The Department of Justice and the Commodity Futures Trading Commission are also investigating, the source said.</p><p>FTX&#39;s bankruptcy marked a stunning reversal for Bankman-Fried. The 30-year-old had set up FTX in 2019 and led it to become <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest crypto exchanges, accumulating a personal fortune estimated at nearly $17 billion. FTX was valued in January at $32 billion, with investors including SoftBank and BlackRock.</p><p>The crisis has sent reverberations through the crypto world, with the price of major coins plummeting. And FTX&#39;s collapse is drawing comparisons to earlier major business meltdowns.</p><p>On Friday, FTX said it had turned over control of the company to John J. Ray III, the restructuring specialist who handled the liquidation of Enron Corp – one of the largest bankruptcies in history.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"比特币ETF-Grayscale"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283144175","content_text":"FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda - sourcesBankman-Fried showed spreadsheets to colleagues that revealed shift in funds to Alameda - sourcesSpreadsheets indicated between $1 billion and $2 billion in client money is unaccounted for – sourcesExecutives set up book-keeping \"back door\" that thwarted red flags - sourcesWhereabouts of missing funds is unknown - sources(Reuters) - At least $1 billion of customer funds have vanished from collapsed crypto exchange FTX, according to two people familiar with the matter.The exchange's founder Sam Bankman-Fried secretly transferred $10 billion of customer funds from FTX to Bankman-Fried's trading company Alameda Research, the people told Reuters.A large portion of that total has since disappeared, they said. One source put the missing amount at about $1.7 billion. The other said the gap was between $1 billion and $2 billion.While it is known that FTX moved customer funds to Alameda, the missing funds are reported here for the first time.The financial hole was revealed in records that Bankman-Fried shared with other senior executives last Sunday, according to the two sources. The records provided an up-to-date account of the situation at the time, they said. Both sources held senior FTX positions until this week and said they were briefed on the company's finances by top staff.Bahamas-based FTX filed for bankruptcy on Friday after a rush of customer withdrawals earlier this week. A rescue deal with rival exchange Binance fell through, precipitating crypto’s highest-profile collapse in recent years.In text messages to Reuters, Bankman-Fried said he \"disagreed with the characterization\" of the $10 billion transfer.\"We didn't secretly transfer,\" he said. \"We had confusing internal labeling and misread it,\" he added, without elaborating.Asked about the missing funds, Bankman-Fried responded: \"???\"FTX and Alameda did not respond to requests for comment.In a tweet on Friday, Bankman-Fried said he was \"piecing together\" what had happened at FTX. \"I was shocked to see things unravel the way they did earlier this week,\" he wrote. \"I will, soon, write up a more complete post on the play by play.\"At the heart of FTX's problems were losses at Alameda that most FTX executives did not know about, Reuters has previously reported.Customer withdrawals had surged last Sunday after Changpeng Zhao, CEO of giant crypto exchange Binance, said Binance would sell its entire stake in FTX's digital token, worth at least $580 million, \"due to recent revelations.\" Four days before, news outlet CoinDesk reported that much of Alameda's $14.6 billion in assets were held in the token.That Sunday, Bankman-Fried held a meeting with several executives in the Bahamas capital Nassau to calculate how much outside funding he needed to cover FTX's shortfall, the two people with knowledge of FTX's finances said.Bankman-Fried confirmed to Reuters that the meeting took place.Bankman-Fried showed several spreadsheets to the heads of the company's regulatory and legal teams that revealed FTX had moved around $10 billion in client funds from FTX to Alameda, the two people said. The spreadsheets displayed how much money FTX loaned to Alameda and what it was used for, they said.The documents showed that between $1 billion and $2 billion of these funds were not accounted for among Alameda's assets, the sources said. The spreadsheets did not indicate where this money was moved, and the sources said they don't know what became of it.In a subsequent examination, FTX legal and finance teams also learned that Bankman-Fried implemented what the two people described as a \"backdoor\" in FTX's book-keeping system, which was built using bespoke software.They said the \"backdoor\" allowed Bankman-Fried to execute commands that could alter the company's financial records without alerting other people, including external auditors. This set-up meant that the movement of the $10 billion in funds to Alameda did not trigger internal compliance or accounting red flags at FTX, they said.In his text message to Reuters, Bankman-Fried denied implementing a \"backdoor\".The U.S. Securities and Exchange Commission is investigating FTX.com's handling of customer funds, as well its crypto-lending activities, a source with knowledge of the inquiry told Reuters on Wednesday. The Department of Justice and the Commodity Futures Trading Commission are also investigating, the source said.FTX's bankruptcy marked a stunning reversal for Bankman-Fried. The 30-year-old had set up FTX in 2019 and led it to become one of the largest crypto exchanges, accumulating a personal fortune estimated at nearly $17 billion. FTX was valued in January at $32 billion, with investors including SoftBank and BlackRock.The crisis has sent reverberations through the crypto world, with the price of major coins plummeting. And FTX's collapse is drawing comparisons to earlier major business meltdowns.On Friday, FTX said it had turned over control of the company to John J. Ray III, the restructuring specialist who handled the liquidation of Enron Corp – one of the largest bankruptcies in history.","news_type":1,"symbols_score_info":{"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1316,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":2,"crmLevelSwitch":0,"idStr":"3572005609122539","authorIdStr":"3572005609122539"},"content":"crypto wanted transparency, decentralization, crowd oversights. till date, they have failed in all aspect.","text":"crypto wanted transparency, decentralization, crowd oversights. till date, they have failed in all aspect.","html":"crypto wanted transparency, decentralization, crowd oversights. till date, they have failed in all aspect."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916607585,"gmtCreate":1664582971747,"gmtModify":1676537479278,"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094301913132990","authorIdStr":"4094301913132990"},"themes":[],"htmlText":"Brace for impact😵‍💫","listText":"Brace for impact😵‍💫","text":"Brace for impact😵‍💫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916607585","repostId":"2271971706","repostType":4,"repost":{"id":"2271971706","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":1664551545,"share":"https://ttm.financial/m/news/2271971706?lang=en_US&edition=fundamental","pubTime":"2022-09-30 23:25","market":"us","language":"en","title":"U.S. Investors Brace for More Wild Market Gyrations After Dizzying Q3","url":"https://stock-news.laohu8.com/highlight/detail?id=2271971706","media":"Reuters","summary":"(Reuters) - In a year of wild market swings, the third quarter of 2022 was a time when events took a","content":"<html><head></head><body><p>(Reuters) - In a year of wild market swings, the third quarter of 2022 was a time when events took a truly extraordinary turn.</p><p>As the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, U.S. Treasury yields shot to their highest levels in more than a decade and stocks reversed a summer rally to plumb fresh depths.</p><p>The S&amp;P 500 is down nearly 24% year-to-date, while yields on the benchmark 10 year Treasury note, which move inversely to bond prices, recently hit their highest level since 2008.</p><p>Outside the United States, the soaring dollar spurred big declines in global currencies, pushing Japan to support the yen for the first time in years. A slump in British government bond prices, meanwhile, forced the Bank of England to carry out temporary purchases of long-dated gilts. Many investors are looking to the next three months with trepidation, betting the selloff in U.S. stocks will continue until there are signs the Fed is winning its battle against inflation. Yet the last quarter of the year has often been a beneficial time for U.S. equities, spurring hopes that markets may have already seen the worst of the selloff.</p><h3>PASS THE DIP</h3><p>The strategy of buying stock market dips yielded rich rewards for investors in the past but failed badly in 2022: the S&amp;P 500 has rallied by 6% or more four times this year and went on to make a fresh low in each instance.</p><p>The third quarter saw the index rise by nearly 14% before reversing to make a fresh two-year low in September after investors recalibrated their expectations for even more aggressive Fed tightening.</p><h3>LOOK OUT BELOW?</h3><p>With several big Wall Street banks expecting the benchmark index to end the year below current levels - Bank of America and Goldman Sachs both recently published year-end targets of 3,600 - the outlook for dip-buying remains murky.</p><p>In addition, the current bear market, which has so far lasted 268 days and notched a peak-to-trough decline of about 24%, is still relatively short and shallow compared with past drops. Since 1950, the average bear market has lasted 391 days with an average peak-to-trough drop of 35.6%, according to Yardeni Research.</p><h3>LOOK TO BONDS</h3><p>Though equities have been volatile, the gyrations in bond markets have been comparatively worse.</p><p>The ICE BofAML U.S. Bond Market Option Volatility Estimate Index shot to its highest level since March 2020 as the ICE BofA US Treasury index is on track for its biggest annual drop on record.</p><p>By comparison, the Cboe Volatility Index - the so-called Wall Street &#34;fear gauge&#34; - has failed to scale its March peak.</p><p>Some investors believe stock turbulence will continue until bond markets calm down.</p><p>&#34;I think there is a good scenario where once we get through the bond market violence, we get to a more tradable bottom (for stocks),&#34; said Michael Purves, chief executive at Tallbacken Capital Advisors in New York.</p><h3>…AND THE DOLLAR</h3><p>Soaring U.S. interest rates, a relatively robust American economy and investors&#39; reach for safe haven amidst a rise in financial market volatility has boosted the U.S. dollar – to the detriment of other global currencies.</p><p>The greenback is up about 7% for the quarter against a basket of currencies and stands near its highest level since May 2002. The dollar’s strength has the Bank of Japan to shore up the yen through interventions while also presenting an earnings headwind for U.S. corporates.</p><p>&#34;Market risk-takers are grappling with the double-barreled threat of persistent dollar strength and dramatically higher interest rates,&#34; Jack Ablin, chief investment officer at Cresset Capital, said in a note.</p><h3>EARNINGS TEST</h3><p>Third quarter earnings may present another obstacle to markets, as companies factor in everything from dollar-fueled currency headwinds to supply chain issues.</p><p>Analysts have become more downbeat on third quarter profit growth, with consensus estimates falling to 4.6% from 7.2% in early August, according to Refinitiv IBES. So far, that is only slightly worse than the median 2.2 percentage point decline ahead of reporting periods historically, yet warnings from companies such as FedEX and Ford have hinted at the possibility of more pain to come.</p><h3>&#39;TIS THE SEASON</h3><p>The calendar may offer weary stock investors some hope.</p><p>The fourth quarter is historically the best period for returns for major U.S. stock indexes, with the S&amp;P 500 averaging a 4.2% gain since 1949, according to the Stock Trader&#39;s Almanac.</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. Investors Brace for More Wild Market Gyrations After Dizzying Q3</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. Investors Brace for More Wild Market Gyrations After Dizzying Q3\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\">2022-09-30 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - In a year of wild market swings, the third quarter of 2022 was a time when events took a truly extraordinary turn.</p><p>As the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, U.S. Treasury yields shot to their highest levels in more than a decade and stocks reversed a summer rally to plumb fresh depths.</p><p>The S&amp;P 500 is down nearly 24% year-to-date, while yields on the benchmark 10 year Treasury note, which move inversely to bond prices, recently hit their highest level since 2008.</p><p>Outside the United States, the soaring dollar spurred big declines in global currencies, pushing Japan to support the yen for the first time in years. A slump in British government bond prices, meanwhile, forced the Bank of England to carry out temporary purchases of long-dated gilts. Many investors are looking to the next three months with trepidation, betting the selloff in U.S. stocks will continue until there are signs the Fed is winning its battle against inflation. Yet the last quarter of the year has often been a beneficial time for U.S. equities, spurring hopes that markets may have already seen the worst of the selloff.</p><h3>PASS THE DIP</h3><p>The strategy of buying stock market dips yielded rich rewards for investors in the past but failed badly in 2022: the S&amp;P 500 has rallied by 6% or more four times this year and went on to make a fresh low in each instance.</p><p>The third quarter saw the index rise by nearly 14% before reversing to make a fresh two-year low in September after investors recalibrated their expectations for even more aggressive Fed tightening.</p><h3>LOOK OUT BELOW?</h3><p>With several big Wall Street banks expecting the benchmark index to end the year below current levels - Bank of America and Goldman Sachs both recently published year-end targets of 3,600 - the outlook for dip-buying remains murky.</p><p>In addition, the current bear market, which has so far lasted 268 days and notched a peak-to-trough decline of about 24%, is still relatively short and shallow compared with past drops. Since 1950, the average bear market has lasted 391 days with an average peak-to-trough drop of 35.6%, according to Yardeni Research.</p><h3>LOOK TO BONDS</h3><p>Though equities have been volatile, the gyrations in bond markets have been comparatively worse.</p><p>The ICE BofAML U.S. Bond Market Option Volatility Estimate Index shot to its highest level since March 2020 as the ICE BofA US Treasury index is on track for its biggest annual drop on record.</p><p>By comparison, the Cboe Volatility Index - the so-called Wall Street &#34;fear gauge&#34; - has failed to scale its March peak.</p><p>Some investors believe stock turbulence will continue until bond markets calm down.</p><p>&#34;I think there is a good scenario where once we get through the bond market violence, we get to a more tradable bottom (for stocks),&#34; said Michael Purves, chief executive at Tallbacken Capital Advisors in New York.</p><h3>…AND THE DOLLAR</h3><p>Soaring U.S. interest rates, a relatively robust American economy and investors&#39; reach for safe haven amidst a rise in financial market volatility has boosted the U.S. dollar – to the detriment of other global currencies.</p><p>The greenback is up about 7% for the quarter against a basket of currencies and stands near its highest level since May 2002. The dollar’s strength has the Bank of Japan to shore up the yen through interventions while also presenting an earnings headwind for U.S. corporates.</p><p>&#34;Market risk-takers are grappling with the double-barreled threat of persistent dollar strength and dramatically higher interest rates,&#34; Jack Ablin, chief investment officer at Cresset Capital, said in a note.</p><h3>EARNINGS TEST</h3><p>Third quarter earnings may present another obstacle to markets, as companies factor in everything from dollar-fueled currency headwinds to supply chain issues.</p><p>Analysts have become more downbeat on third quarter profit growth, with consensus estimates falling to 4.6% from 7.2% in early August, according to Refinitiv IBES. So far, that is only slightly worse than the median 2.2 percentage point decline ahead of reporting periods historically, yet warnings from companies such as FedEX and Ford have hinted at the possibility of more pain to come.</p><h3>&#39;TIS THE SEASON</h3><p>The calendar may offer weary stock investors some hope.</p><p>The fourth quarter is historically the best period for returns for major U.S. stock indexes, with the S&amp;P 500 averaging a 4.2% gain since 1949, according to the Stock Trader&#39;s Almanac.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271971706","content_text":"(Reuters) - In a year of wild market swings, the third quarter of 2022 was a time when events took a truly extraordinary turn.As the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, U.S. Treasury yields shot to their highest levels in more than a decade and stocks reversed a summer rally to plumb fresh depths.The S&P 500 is down nearly 24% year-to-date, while yields on the benchmark 10 year Treasury note, which move inversely to bond prices, recently hit their highest level since 2008.Outside the United States, the soaring dollar spurred big declines in global currencies, pushing Japan to support the yen for the first time in years. A slump in British government bond prices, meanwhile, forced the Bank of England to carry out temporary purchases of long-dated gilts. Many investors are looking to the next three months with trepidation, betting the selloff in U.S. stocks will continue until there are signs the Fed is winning its battle against inflation. Yet the last quarter of the year has often been a beneficial time for U.S. equities, spurring hopes that markets may have already seen the worst of the selloff.PASS THE DIPThe strategy of buying stock market dips yielded rich rewards for investors in the past but failed badly in 2022: the S&P 500 has rallied by 6% or more four times this year and went on to make a fresh low in each instance.The third quarter saw the index rise by nearly 14% before reversing to make a fresh two-year low in September after investors recalibrated their expectations for even more aggressive Fed tightening.LOOK OUT BELOW?With several big Wall Street banks expecting the benchmark index to end the year below current levels - Bank of America and Goldman Sachs both recently published year-end targets of 3,600 - the outlook for dip-buying remains murky.In addition, the current bear market, which has so far lasted 268 days and notched a peak-to-trough decline of about 24%, is still relatively short and shallow compared with past drops. Since 1950, the average bear market has lasted 391 days with an average peak-to-trough drop of 35.6%, according to Yardeni Research.LOOK TO BONDSThough equities have been volatile, the gyrations in bond markets have been comparatively worse.The ICE BofAML U.S. Bond Market Option Volatility Estimate Index shot to its highest level since March 2020 as the ICE BofA US Treasury index is on track for its biggest annual drop on record.By comparison, the Cboe Volatility Index - the so-called Wall Street \"fear gauge\" - has failed to scale its March peak.Some investors believe stock turbulence will continue until bond markets calm down.\"I think there is a good scenario where once we get through the bond market violence, we get to a more tradable bottom (for stocks),\" said Michael Purves, chief executive at Tallbacken Capital Advisors in New York.…AND THE DOLLARSoaring U.S. interest rates, a relatively robust American economy and investors' reach for safe haven amidst a rise in financial market volatility has boosted the U.S. dollar – to the detriment of other global currencies.The greenback is up about 7% for the quarter against a basket of currencies and stands near its highest level since May 2002. The dollar’s strength has the Bank of Japan to shore up the yen through interventions while also presenting an earnings headwind for U.S. corporates.\"Market risk-takers are grappling with the double-barreled threat of persistent dollar strength and dramatically higher interest rates,\" Jack Ablin, chief investment officer at Cresset Capital, said in a note.EARNINGS TESTThird quarter earnings may present another obstacle to markets, as companies factor in everything from dollar-fueled currency headwinds to supply chain issues.Analysts have become more downbeat on third quarter profit growth, with consensus estimates falling to 4.6% from 7.2% in early August, according to Refinitiv IBES. So far, that is only slightly worse than the median 2.2 percentage point decline ahead of reporting periods historically, yet warnings from companies such as FedEX and Ford have hinted at the possibility of more pain to come.'TIS THE SEASONThe calendar may offer weary stock investors some hope.The fourth quarter is historically the best period for returns for major U.S. stock indexes, with the S&P 500 averaging a 4.2% gain since 1949, according to the Stock Trader's Almanac.","news_type":1,"symbols_score_info":{".SPX":0.6,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}