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henglaw

henglaw

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03-04

How much conviction do you have? Buy!

Alphabet Falls From 3rd- to 5th-Largest U.S. Company. Should You Buy, Sell, or Hold the Stock?

01-12

Great ariticle, would you like to share it?

@ETF Tracker:🎁Spot BTC ETFs To Pick? Choose Companies or Consider Fees?

2023-09-30

Dropped so much.

@The Investing Iguana:🟩🟩 Welcome to another episode on "The Investing Iguana," where today we bring you an in-depth analysis of Singapore's rising star in the Real Estate Investment Trust (REIT) universe: Keppel DC REIT $Keppel DC Reit(AJBU.SI)$ ! This isn't your typical REIT; Keppel DC is all about data centres, the lifeblood of our digital economy. 🔥 📌 Video Highlights: 10 Key Aspects of Keppel DC REIT Geographically Diversified Portfolio 🌏 Solid Financial Performance 💰 Unique Technological Edge 🖥️ Friendly Regulatory Environment in Singapore 🇸🇬 Sustainability Initiatives 🍃 Competitive Positioning 📈 And much more! 🟩 In this video, we deep-dive into Keppel DC REIT’s impressive asset portfolio spanning continents, its resilient financials, and why it’s a solid fit f

2023-09-11

I have high conviction in Cloudfare. 😊

Sorry, the original content has been removed

2023-09-11

It will get better.

@TigerOptions:3M Undergoing the Worst and Longest Decline

2023-09-11

Ophs

@Asphen:TSLA inverse Head and Shoulder still in play; But hinges on CPI not being too hot! - Coming week CPI market expectation is a high of 0.6! If the figures do not come in lower than 0.6, we might be in for a rude awakening. - MA20 still at 240 support - MA50 and MA5 remains resistance - Likely to stay within range between 240 and 260 until CPI clarity - A hot CPI will likely see 220 down to 209 and then 190 My watch/play - Sold puts (look to close higher strikes in any run early week) - Will sell lower strike puts to capture the pre-CPI volatility Good luck, all! @macroB @CaptainTiger @Deposit

2023-06-08

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$

2023-06-04

🎉🎉🎉

A Nasdaq Bull Market Is Here: 3 High-Flying Stocks to Buy Now

2023-05-31

$PARKWAYLIFE REIT(C2PU.SI)$ What happened to this counter at closing? An opportunity to add?

2023-02-10

AI does not define GOOG. 😂

Steer Clear of GOOG Stock Following AI Event Flop

2023-02-10

$Alphabet(GOOGL)$ 🫶🏼

2023-02-10

$Alphabet(GOOGL)$ Just a hiccup. Still very bullish with the company. 🫶🏼

2023-01-15

$Microsoft(MSFT)$ Be patient.

2023-01-06

Ok

Apple: Don't Buy A Falling Knife

2022-12-25

This is the time to see if you believe in the Amazon story or not. I feel it is still the best in class.

2 Reasons Amazon Stock Could Keep Tumbling

2022-12-19

Amzn!

Get Ready for the Next Bull Market: 3 Smart Buys Before 2023

2022-12-16

Yes!

Amazon Stock’s Bull Case is Far More Compelling Now

2022-09-29

$Vanguard S&P 500 ETF(VOO)$

2022-09-29

$Invesco NASDAQ 100 ETF(QQQM)$🙏🏼

2022-09-27

$Vanguard S&P 500 ETF(VOO)$Patience

Go to Tiger App to see more news

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much conviction do you have? Buy!","listText":"How much conviction do you have? Buy!","text":"How much conviction do you have? Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280647760125984","repostId":"2416667909","repostType":2,"repost":{"id":"2416667909","kind":"highlight","pubTimestamp":1709541958,"share":"https://ttm.financial/m/news/2416667909?lang=&edition=fundamental","pubTime":"2024-03-04 16:45","market":"us","language":"en","title":"Alphabet Falls From 3rd- to 5th-Largest U.S. Company. Should You Buy, Sell, or Hold the Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2416667909","media":"Motley Fool","summary":"Investors aren't loving Alphabet this year.","content":"<html><head></head><body><ul style=\"\"><li><p>Alphabet&#39;s flagship AI model has some issues.</p></li><li><p>The stock trades at a huge discount to its peers, and about the same as the broader market.</p></li><li><p>The perception around Alphabet&#39;s stock isn&#39;t positive.</p></li></ul><p>Alphabet is better known by some of the brands it owns, like Google and YouTube. It&#39;s one of the largest tech companies and one of the members of the exclusive trillion-dollar market-cap club. However, thanks to other tech giants posting strong quarters, it has lost its place as the third-largest U.S. company behind Microsoft and Apple. Nvidia and Amazon have now passed it, although Amazon may fall beneath Alphabet on a day-to-day basis.</p><p>So, is there something wrong with the stock? Let&#39;s look at all sides of the analysis, then decide which camp is best.</p><h2 id=\"id_4245479102\">The sell case: Alphabet&#39;s AI offering may not work out</h2><p>The biggest factor in many big tech companies&#39; success right now is artificial intelligence (AI). AI progress and optimism is why Nvidia has shot up so dramatically over the past year, and what propelled Microsoft to pass Apple as the world&#39;s largest company.</p><p>From the start, Alphabet has appeared behind in the AI race. It lost to ChatGPT as the first to launch a usable generative AI product, and to Microsoft&#39;s Bing as the first search engine to integrate generative AI. Additionally, its generative AI engine, Gemini, has recently been subjected to bad press, as its image generation feature failed to depict accurate images of prompts.</p><p>The big problem is that if Alphabet&#39;s AI model is flawed, or shows a particular bias, it can affect its primary business: advertising. The Gemini model will become the basis of everything Alphabet does, and if it causes issues with Alphabet&#39;s advertising model, advertisers may look elsewhere to spend. Considering that 76% of Alphabet&#39;s total revenue comes from ads, this would be a big problem.</p><h2 id=\"id_1514715566\">The hold case: Alphabet isn&#39;t sitting around doing nothing</h2><p>Alphabet is well aware of the issues with its Gemini model. It apologized for the image generation issue and vowed to improve the platform. Additionally, just because the consumer-facing model does one thing doesn&#39;t mean that there isn&#39;t a different model being used internally to perform tasks like improving search results.</p><p>The Gemini model still scores better than many competitors in tasks like math and coding, making it a clear choice for many applications.</p><p>While time will tell what Alphabet does, investors should be assured that the company isn&#39;t letting a generational investment opportunity slip by.</p><h2 id=\"id_2287068253\">The buy case: Alphabet&#39;s stock is far cheaper than its peers</h2><p>Because of Alphabet&#39;s various problems, there isn&#39;t much of a premium attached to the stock. Alphabet is trading for just 21 times earnings estimates, the same as the <strong>S&amp;P 500</strong>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64e61a21965f15e078fbd2f7edf2054d\" alt=\"GOOGL PE Ratio (Forward) data by YCharts.\" title=\"GOOGL PE Ratio (Forward) data by YCharts.\" tg-width=\"720\" tg-height=\"456\"/><span>GOOGL PE Ratio (Forward) data by YCharts.</span></p><p>Essentially, the market is valuing Alphabet like an average company. While this assessment may be fair due to its lackluster performance in critical product development, if Alphabet hits its stride, the company will look incredibly undervalued.</p><p>As another side note, if Alphabet fetched the same premium as Microsoft (35 times forward earnings), its market cap would be $2.95 trillion -- making it the second-largest company in the world and only a bit behind Microsoft at $3.05 trillion.</p><p>Perception is a big part of how stocks are valued in the market, and market sentiment about Alphabet isn&#39;t great right now.</p><h2 id=\"id_3978907261\">What&#39;s the verdict?</h2><p>So, which viewpoint makes the most sense?</p><p>In my opinion, the stock is a buy. The other big tech firms are expensively priced, and not doing so much better that they warrant those massive premiums. As a result, Alphabet is one of my top tech stocks to buy right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Falls From 3rd- to 5th-Largest U.S. Company. 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Should You Buy, Sell, or Hold the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-04 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/03/alphabet-falls-from-third-to-fifth-largest-us-comp/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet's flagship AI model has some issues.The stock trades at a huge discount to its peers, and about the same as the broader market.The perception around Alphabet's stock isn't positive.Alphabet ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/03/alphabet-falls-from-third-to-fifth-largest-us-comp/\">Web 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://www.fool.com/investing/2024/03/03/alphabet-falls-from-third-to-fifth-largest-us-comp/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416667909","content_text":"Alphabet's flagship AI model has some issues.The stock trades at a huge discount to its peers, and about the same as the broader market.The perception around Alphabet's stock isn't positive.Alphabet is better known by some of the brands it owns, like Google and YouTube. It's one of the largest tech companies and one of the members of the exclusive trillion-dollar market-cap club. However, thanks to other tech giants posting strong quarters, it has lost its place as the third-largest U.S. company behind Microsoft and Apple. Nvidia and Amazon have now passed it, although Amazon may fall beneath Alphabet on a day-to-day basis.So, is there something wrong with the stock? Let's look at all sides of the analysis, then decide which camp is best.The sell case: Alphabet's AI offering may not work outThe biggest factor in many big tech companies' success right now is artificial intelligence (AI). AI progress and optimism is why Nvidia has shot up so dramatically over the past year, and what propelled Microsoft to pass Apple as the world's largest company.From the start, Alphabet has appeared behind in the AI race. It lost to ChatGPT as the first to launch a usable generative AI product, and to Microsoft's Bing as the first search engine to integrate generative AI. Additionally, its generative AI engine, Gemini, has recently been subjected to bad press, as its image generation feature failed to depict accurate images of prompts.The big problem is that if Alphabet's AI model is flawed, or shows a particular bias, it can affect its primary business: advertising. The Gemini model will become the basis of everything Alphabet does, and if it causes issues with Alphabet's advertising model, advertisers may look elsewhere to spend. Considering that 76% of Alphabet's total revenue comes from ads, this would be a big problem.The hold case: Alphabet isn't sitting around doing nothingAlphabet is well aware of the issues with its Gemini model. It apologized for the image generation issue and vowed to improve the platform. Additionally, just because the consumer-facing model does one thing doesn't mean that there isn't a different model being used internally to perform tasks like improving search results.The Gemini model still scores better than many competitors in tasks like math and coding, making it a clear choice for many applications.While time will tell what Alphabet does, investors should be assured that the company isn't letting a generational investment opportunity slip by.The buy case: Alphabet's stock is far cheaper than its peersBecause of Alphabet's various problems, there isn't much of a premium attached to the stock. Alphabet is trading for just 21 times earnings estimates, the same as the S&P 500.GOOGL PE Ratio (Forward) data by YCharts.Essentially, the market is valuing Alphabet like an average company. While this assessment may be fair due to its lackluster performance in critical product development, if Alphabet hits its stride, the company will look incredibly undervalued.As another side note, if Alphabet fetched the same premium as Microsoft (35 times forward earnings), its market cap would be $2.95 trillion -- making it the second-largest company in the world and only a bit behind Microsoft at $3.05 trillion.Perception is a big part of how stocks are valued in the market, and market sentiment about Alphabet isn't great right now.What's the verdict?So, which viewpoint makes the most sense?In my opinion, the stock is a buy. The other big tech firms are expensively priced, and not doing so much better that they warrant those massive premiums. As a result, Alphabet is one of my top tech stocks to buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262058225098960,"gmtCreate":1705013832757,"gmtModify":1705013836611,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262058225098960","repostId":"261924011671680","repostType":1,"repost":{"id":261924011671680,"gmtCreate":1704974134792,"gmtModify":1704999603174,"author":{"id":"3527667646990931","authorId":"3527667646990931","name":"ETF Tracker","avatar":"https://community-static.tradeup.com/news/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667646990931","authorIdStr":"3527667646990931"},"themes":[],"title":"🎁Spot BTC ETFs To Pick? Choose Companies or Consider Fees?","htmlText":"The quest for a spot bitcoin ETF in the US&nbsp;started in 2013 though initially rejected. SEC approval for bitcoin ETFs based on futures began in 2021.<a href=\"https://ttm.financial/S/BLK\">$BlackRock(BLK)$</a> and Fidelity’s application for a spot bitcoin product gained momentum due to their influential positions in the US&nbsp;financial system.All these efforts made the approval possible in 2024.What are the advantages of spot Bitcoin ETF for retail investors?It introduces additional regulatory safeguards, providing a more secure investment environment.Investors gain the opportunity to invest through reputable financial institutions, adding a layer of credibility to the market.This simplifies the investment process, as investors can hold the ETFs directly in their brokerage accounts.Howe","listText":"The quest for a spot bitcoin ETF in the US&nbsp;started in 2013 though initially rejected. SEC approval for bitcoin ETFs based on futures began in 2021.<a href=\"https://ttm.financial/S/BLK\">$BlackRock(BLK)$</a> and Fidelity’s application for a spot bitcoin product gained momentum due to their influential positions in the US&nbsp;financial system.All these efforts made the approval possible in 2024.What are the advantages of spot Bitcoin ETF for retail investors?It introduces additional regulatory safeguards, providing a more secure investment environment.Investors gain the opportunity to invest through reputable financial institutions, adding a layer of credibility to the market.This simplifies the investment process, as investors can hold the ETFs directly in their brokerage accounts.Howe","text":"The quest for a spot bitcoin ETF in the US started in 2013 though initially rejected. SEC approval for bitcoin ETFs based on futures began in 2021.$BlackRock(BLK)$ and Fidelity’s application for a spot bitcoin product gained momentum due to their influential positions in the US financial system.All these efforts made the approval possible in 2024.What are the advantages of spot Bitcoin ETF for retail investors?It introduces additional regulatory safeguards, providing a more secure investment environment.Investors gain the opportunity to invest through reputable financial institutions, adding a layer of credibility to the market.This simplifies the investment process, as investors can hold the ETFs directly in their brokerage accounts.Howe","images":[{"img":"https://community-static.tradeup.com/news/ac585b7a04ed943ac576dc958115191c","width":"2653","height":"3750"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261924011671680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":225304206250056,"gmtCreate":1696084692748,"gmtModify":1696084698211,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Dropped so much.&nbsp;","listText":"Dropped so much.&nbsp;","text":"Dropped so much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/225304206250056","repostId":"224920478335040","repostType":1,"repost":{"id":224920478335040,"gmtCreate":1695992925197,"gmtModify":1696741506773,"author":{"id":"4116373681054822","authorId":"4116373681054822","name":"The Investing Iguana","avatar":"https://community-static.tradeup.com/news/9bd699f5d546c0ea0e27e7160414a81a","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116373681054822","authorIdStr":"4116373681054822"},"themes":[],"title":"10 Facts You Didn't Know about Keppel DC REIT |  The Investing Iguana 🦖","htmlText":"\n \n \n  🟩🟩 Welcome to another episode on \"The Investing Iguana,\" where today we bring you an in-depth analysis of Singapore's rising star in the Real Estate Investment Trust (REIT) universe: Keppel DC REIT <a href=\"https://ttm.financial/S/AJBU.SI\">$Keppel DC Reit(AJBU.SI)$</a> ! This isn't your typical REIT; Keppel DC is all about data centres, the lifeblood of our digital economy. 🔥 📌 Video Highlights: 10 Key Aspects of Keppel DC REIT Geographically Diversified Portfolio 🌏 Solid Financial Performance 💰 Unique Technological Edge 🖥️ Friendly Regulatory Environment in Singapore 🇸🇬 Sustainability Initiatives 🍃 Competitive Positioning 📈 And much more! 🟩 In this video, we deep-dive into Keppel DC REIT’s impressive asset portfolio spanning continents, its resilient financials, and why it’s a solid fit f\n \n","listText":"🟩🟩 Welcome to another episode on \"The Investing Iguana,\" where today we bring you an in-depth analysis of Singapore's rising star in the Real Estate Investment Trust (REIT) universe: Keppel DC REIT <a href=\"https://ttm.financial/S/AJBU.SI\">$Keppel DC Reit(AJBU.SI)$</a> ! This isn't your typical REIT; Keppel DC is all about data centres, the lifeblood of our digital economy. 🔥 📌 Video Highlights: 10 Key Aspects of Keppel DC REIT Geographically Diversified Portfolio 🌏 Solid Financial Performance 💰 Unique Technological Edge 🖥️ Friendly Regulatory Environment in Singapore 🇸🇬 Sustainability Initiatives 🍃 Competitive Positioning 📈 And much more! 🟩 In this video, we deep-dive into Keppel DC REIT’s impressive asset portfolio spanning continents, its resilient financials, and why it’s a solid fit f","text":"🟩🟩 Welcome to another episode on \"The Investing Iguana,\" where today we bring you an in-depth analysis of Singapore's rising star in the Real Estate Investment Trust (REIT) universe: Keppel DC REIT $Keppel DC Reit(AJBU.SI)$ ! This isn't your typical REIT; Keppel DC is all about data centres, the lifeblood of our digital economy. 🔥 📌 Video Highlights: 10 Key Aspects of Keppel DC REIT Geographically Diversified Portfolio 🌏 Solid Financial Performance 💰 Unique Technological Edge 🖥️ Friendly Regulatory Environment in Singapore 🇸🇬 Sustainability Initiatives 🍃 Competitive Positioning 📈 And much more! 🟩 In this video, we deep-dive into Keppel DC REIT’s impressive asset portfolio spanning continents, its resilient financials, and why it’s a solid fit f","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/224920478335040","isVote":1,"tweetType":2,"object":{"id":"b199b31198fd48a2998d996cb9e7aa0f","tweetId":"224920478335040","videoUrl":"https://1254107296.vod2.myqcloud.com/8a1ed91dvodsgp1254107296/41370a4e5576678021871750419/AeU47djEzYoA.mp4","poster":"https://community-static.tradeup.com/news/b850c0c7e575bb8af9c16248fa0a130f"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":218615401218184,"gmtCreate":1694407698335,"gmtModify":1694407702571,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"I have high conviction in Cloudfare. 😊","listText":"I have high conviction in Cloudfare. 😊","text":"I have high conviction in Cloudfare. 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218615401218184","repostId":"2366433019","repostType":2,"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":218562396373128,"gmtCreate":1694394757699,"gmtModify":1694394762045,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"It will get better.","listText":"It will get better.","text":"It will get better.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218562396373128","repostId":"218273035972616","repostType":1,"repost":{"id":218273035972616,"gmtCreate":1694324212970,"gmtModify":1694331789231,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"3M Undergoing the Worst and Longest Decline","htmlText":"Founded in 1902, <a href=\"https://ttm.financial/S/MMM\">$3M(MMM)$</a> has carved out a remarkable legacy of innovation, steering its growth for over a century. Renowned for its commitment to research and development, the company boasts a diverse portfolio, spanning from adhesive tapes and Post-it Notes to industrial abrasives and healthcare solutions. This diversified conglomerate has thrived in both bull and bear markets. Let's delve into 3M's recent performance amidst its steepest and most prolonged stock price decline in history, while also exploring its potential for a resurgence. [Smart] Is MMM A Buy? Recent Fall 3M has traversed a challenging period in recent years, witnessing its stock price plummet by a substantial 64.44% since its zenith in 2018, constituting one of the lengthiest","listText":"Founded in 1902, <a href=\"https://ttm.financial/S/MMM\">$3M(MMM)$</a> has carved out a remarkable legacy of innovation, steering its growth for over a century. Renowned for its commitment to research and development, the company boasts a diverse portfolio, spanning from adhesive tapes and Post-it Notes to industrial abrasives and healthcare solutions. This diversified conglomerate has thrived in both bull and bear markets. Let's delve into 3M's recent performance amidst its steepest and most prolonged stock price decline in history, while also exploring its potential for a resurgence. [Smart] Is MMM A Buy? Recent Fall 3M has traversed a challenging period in recent years, witnessing its stock price plummet by a substantial 64.44% since its zenith in 2018, constituting one of the lengthiest","text":"Founded in 1902, $3M(MMM)$ has carved out a remarkable legacy of innovation, steering its growth for over a century. Renowned for its commitment to research and development, the company boasts a diverse portfolio, spanning from adhesive tapes and Post-it Notes to industrial abrasives and healthcare solutions. This diversified conglomerate has thrived in both bull and bear markets. Let's delve into 3M's recent performance amidst its steepest and most prolonged stock price decline in history, while also exploring its potential for a resurgence. [Smart] Is MMM A Buy? Recent Fall 3M has traversed a challenging period in recent years, witnessing its stock price plummet by a substantial 64.44% since its zenith in 2018, constituting one of the lengthiest","images":[{"img":"https://community-static.tradeup.com/news/c2e378f0ceac9e16fb8c3899bb1abefd","width":"604","height":"604"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218273035972616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":218562375241792,"gmtCreate":1694394739014,"gmtModify":1694394742993,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Ophs","listText":"Ophs","text":"Ophs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218562375241792","repostId":"218348007440520","repostType":1,"repost":{"id":218348007440520,"gmtCreate":1694342416651,"gmtModify":1694342423010,"author":{"id":"3576339097425722","authorId":"3576339097425722","name":"Asphen","avatar":"https://community-static.tradeup.com/news/55ff1b64b2787933c17d863ecae83f09","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576339097425722","authorIdStr":"3576339097425722"},"themes":[],"htmlText":"TSLA inverse Head and Shoulder still in play; But hinges on CPI not being too hot! - Coming week CPI market expectation is a high of 0.6! If the figures do not come in lower than 0.6, we might be in for a rude awakening. - MA20 still at 240 support&nbsp; - MA50 and MA5 remains resistance - Likely to stay within range between 240 and 260 until CPI clarity - A hot CPI will likely see 220 down to 209 and then 190 My watch/play - Sold puts (look to close higher strikes in any run early week) - Will sell lower strike puts to capture the pre-CPI volatility&nbsp; Good luck, all! <a href=\"https://ttm.financial/U/3560858852313727\">@macroB &nbsp;</a><a href=\"https://ttm.financial/U/3527667618000160\">@CaptainTiger &nbsp;</a><a href=\"https://ttm.financial/U/3577700186071729\">@Deposit &nbsp;</a>","listText":"TSLA inverse Head and Shoulder still in play; But hinges on CPI not being too hot! - Coming week CPI market expectation is a high of 0.6! If the figures do not come in lower than 0.6, we might be in for a rude awakening. - MA20 still at 240 support&nbsp; - MA50 and MA5 remains resistance - Likely to stay within range between 240 and 260 until CPI clarity - A hot CPI will likely see 220 down to 209 and then 190 My watch/play - Sold puts (look to close higher strikes in any run early week) - Will sell lower strike puts to capture the pre-CPI volatility&nbsp; Good luck, all! <a href=\"https://ttm.financial/U/3560858852313727\">@macroB &nbsp;</a><a href=\"https://ttm.financial/U/3527667618000160\">@CaptainTiger &nbsp;</a><a href=\"https://ttm.financial/U/3577700186071729\">@Deposit &nbsp;</a>","text":"TSLA inverse Head and Shoulder still in play; But hinges on CPI not being too hot! - Coming week CPI market expectation is a high of 0.6! If the figures do not come in lower than 0.6, we might be in for a rude awakening. - MA20 still at 240 support - MA50 and MA5 remains resistance - Likely to stay within range between 240 and 260 until CPI clarity - A hot CPI will likely see 220 down to 209 and then 190 My watch/play - Sold puts (look to close higher strikes in any run early week) - Will sell lower strike puts to capture the pre-CPI volatility Good luck, all! @macroB @CaptainTiger @Deposit","images":[{"img":"https://community-static.tradeup.com/news/eca17509dab32df11feafb10db0dd454","width":"1267","height":"1280"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218348007440520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185039449964560,"gmtCreate":1686215186898,"gmtModify":1686215191054,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185039449964560","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183743950442656,"gmtCreate":1685880742156,"gmtModify":1685880745912,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"🎉🎉🎉","listText":"🎉🎉🎉","text":"🎉🎉🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183743950442656","repostId":"2340205506","repostType":2,"repost":{"id":"2340205506","kind":"highlight","pubTimestamp":1685878303,"share":"https://ttm.financial/m/news/2340205506?lang=&edition=fundamental","pubTime":"2023-06-04 19:31","market":"us","language":"en","title":"A Nasdaq Bull Market Is Here: 3 High-Flying Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2340205506","media":"Motley Fool","summary":"These big AI winners have more room to run.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Alphabet should win more than lose from the AI boom.</p></li><li><p>Amazon&#39;s profits and free cash flow are poised to increase significantly.</p></li><li><p>Microsoft is set to lead in multiple hot tech areas, including AI, cloud hosting, and gaming.</p></li></ul><p>A new bull market for the Nasdaq Composite Index has been in sight for several months. The wait is over. In May, the index finally gained more than 20% from its previous bottom, meeting the commonly accepted definition of a bull market.</p><p>There have been plenty of winners, with over one-third of the Nasdaq 100 stocks jumping by at least 20% so far this year. Some of them should have even more room to run. Here are three high-flying stocks to buy now.</p><h2>1. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>Shares of Google parent Alphabet (GOOG) (GOOGL) have soared close to 40% year to date. The primary catalyst behind this impressive gain can be summed up in two words: artificial intelligence (AI).</p><p>After OpenAI&#39;s ChatGPT generative AI chatbot practically became an overnight sensation, some worried that Alphabet could be left behind. Those concerns were premature. The tech giant roared back by rolling out multiple new AI products of its own.</p><p>What about predictions that AI could still present a big threat to Google? Even with the rapid rise of ChatGPT, Google Search hasn&#39;t lost any market share. Alphabet is also embedding generative AI into Google Search and using the technology to make it easier to create ads -- moves that could attract additional advertisers.</p><p>Google Cloud should be a big winner as organizations scramble to build their own AI apps. The unit offers tools that streamline AI development. Don&#39;t be surprised if Google Cloud gains additional market share more quickly than its rivals over the next decade.</p><h2>2. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>AI has fueled Amazon&#39;s (AMZN) rise in 2023 as well. The e-commerce and cloud services stock has skyrocketed more than 45% year to date.</p><p>Amazon Web Services (AWS) continues to reign as the biggest player in the cloud market. The same dynamics serving as a major tailwind for Google Cloud are working to AWS&#39; advantage also.</p><p>But Amazon is putting AI to work in another important way. The company&#39;s supply chain uses AI extensively. And it gives Amazon a significant competitive advantage. Shopify&#39;s recent decision to sell most of its logistics business underscored this point.</p><p>Look for Amazon&#39;s profits and free cash flow to improve over the next few years. The company has shuttered underperforming businesses, downsized staff, and reprioritized capital spending. When these efforts begin to show up in a major way on Amazon&#39;s financial metrics, investors&#39; interest in this stock could intensify.</p><h2>3. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Microsoft (MSFT) has been at the forefront of the AI boom of recent months. The company invested billions of additional dollars in OpenAI and integrated ChatGPT throughout its product line.</p><p>These moves paid off big-time for shareholders. Microsoft stock has jumped nearly 40% this year. That&#39;s not an easy feat for a company that was already the second-largest trading on a U.S. stock exchange based on market cap.</p><p>Like AWS and Google Cloud, Microsoft&#39;s Azure cloud unit has a massive growth opportunity with AI. Many of the company&#39;s other products should benefit as well, including its Bing search engine and Office productivity apps.</p><p>Microsoft is also well positioned to become a bigger force in the gaming market. The company already markets the popular Xbox gaming system. It recently cleared a key hurdle by winning EU approval to acquire Activision Blizzard. Now Microsoft only needs to secure green lights in the U.S. and the U.K. to finalize the deal.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Nasdaq Bull Market Is Here: 3 High-Flying Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Nasdaq Bull Market Is Here: 3 High-Flying Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-04 19:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/04/nasdaq-bull-market-here-high-flying-stocks-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAlphabet should win more than lose from the AI boom.Amazon's profits and free cash flow are poised to increase significantly.Microsoft is set to lead in multiple hot tech areas, including AI...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/04/nasdaq-bull-market-here-high-flying-stocks-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4528":"SaaS概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4567":"ESG概念","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4566":"资本集团","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4525":"远程办公概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4220":"综合零售","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4559":"巴菲特持仓","BK4538":"云计算","BK4550":"红杉资本持仓","BK4588":"碎股","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4503":"景林资产持仓","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","GOOG":"谷歌","BK4551":"寇图资本持仓","BK4122":"互联网与直销零售","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4561":"索罗斯持仓","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","MSFT":"微软","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/06/04/nasdaq-bull-market-here-high-flying-stocks-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2340205506","content_text":"KEY POINTSAlphabet should win more than lose from the AI boom.Amazon's profits and free cash flow are poised to increase significantly.Microsoft is set to lead in multiple hot tech areas, including AI, cloud hosting, and gaming.A new bull market for the Nasdaq Composite Index has been in sight for several months. The wait is over. In May, the index finally gained more than 20% from its previous bottom, meeting the commonly accepted definition of a bull market.There have been plenty of winners, with over one-third of the Nasdaq 100 stocks jumping by at least 20% so far this year. Some of them should have even more room to run. Here are three high-flying stocks to buy now.1. AlphabetShares of Google parent Alphabet (GOOG) (GOOGL) have soared close to 40% year to date. The primary catalyst behind this impressive gain can be summed up in two words: artificial intelligence (AI).After OpenAI's ChatGPT generative AI chatbot practically became an overnight sensation, some worried that Alphabet could be left behind. Those concerns were premature. The tech giant roared back by rolling out multiple new AI products of its own.What about predictions that AI could still present a big threat to Google? Even with the rapid rise of ChatGPT, Google Search hasn't lost any market share. Alphabet is also embedding generative AI into Google Search and using the technology to make it easier to create ads -- moves that could attract additional advertisers.Google Cloud should be a big winner as organizations scramble to build their own AI apps. The unit offers tools that streamline AI development. Don't be surprised if Google Cloud gains additional market share more quickly than its rivals over the next decade.2. AmazonAI has fueled Amazon's (AMZN) rise in 2023 as well. The e-commerce and cloud services stock has skyrocketed more than 45% year to date.Amazon Web Services (AWS) continues to reign as the biggest player in the cloud market. The same dynamics serving as a major tailwind for Google Cloud are working to AWS' advantage also.But Amazon is putting AI to work in another important way. The company's supply chain uses AI extensively. And it gives Amazon a significant competitive advantage. Shopify's recent decision to sell most of its logistics business underscored this point.Look for Amazon's profits and free cash flow to improve over the next few years. The company has shuttered underperforming businesses, downsized staff, and reprioritized capital spending. When these efforts begin to show up in a major way on Amazon's financial metrics, investors' interest in this stock could intensify.3. MicrosoftMicrosoft (MSFT) has been at the forefront of the AI boom of recent months. The company invested billions of additional dollars in OpenAI and integrated ChatGPT throughout its product line.These moves paid off big-time for shareholders. Microsoft stock has jumped nearly 40% this year. That's not an easy feat for a company that was already the second-largest trading on a U.S. stock exchange based on market cap.Like AWS and Google Cloud, Microsoft's Azure cloud unit has a massive growth opportunity with AI. Many of the company's other products should benefit as well, including its Bing search engine and Office productivity apps.Microsoft is also well positioned to become a bigger force in the gaming market. The company already markets the popular Xbox gaming system. It recently cleared a key hurdle by winning EU approval to acquire Activision Blizzard. Now Microsoft only needs to secure green lights in the U.S. and the U.K. to finalize the deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182348100595744,"gmtCreate":1685527649343,"gmtModify":1685527899039,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C2PU.SI\">$PARKWAYLIFE REIT(C2PU.SI)$&nbsp;</a>What happened to this counter at closing? An opportunity to add?","listText":"<a href=\"https://ttm.financial/S/C2PU.SI\">$PARKWAYLIFE REIT(C2PU.SI)$&nbsp;</a>What happened to this counter at closing? An opportunity to add?","text":"$PARKWAYLIFE REIT(C2PU.SI)$ What happened to this counter at closing? An opportunity to add?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182348100595744","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954373586,"gmtCreate":1676039070645,"gmtModify":1676039074134,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"AI does not define GOOG. 😂","listText":"AI does not define GOOG. 😂","text":"AI does not define GOOG. 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954373586","repostId":"1198493838","repostType":2,"repost":{"id":"1198493838","kind":"news","pubTimestamp":1676037650,"share":"https://ttm.financial/m/news/1198493838?lang=&edition=fundamental","pubTime":"2023-02-10 22:00","market":"us","language":"en","title":"Steer Clear of GOOG Stock Following AI Event Flop","url":"https://stock-news.laohu8.com/highlight/detail?id=1198493838","media":"InvestorPlace","summary":"On Feb. 8, Google parentAlphabet(GOOG,GOOGL) unveiled Bard, the tech giant’s answer to ChatGPT.Unimpressed, investors have sold off GOOG stock in response.With competitive risks still climbing, and ot","content":"<html><head></head><body><ul><li>On Feb. 8, Google parent <b>Alphabet</b>(<b><u>GOOG</u></b>, <b><u>GOOGL</u></b>) unveiled Bard, the tech giant’s answer to ChatGPT.</li><li>Unimpressed, investors have sold off GOOG stock in response.</li><li>With competitive risks still climbing, and other issues far from resolution, the FAANG component’s shares are ripe for a further pullback.</li></ul><p>From January, up until this week, it may have seemed as if <b>Google</b> parent <b>Alphabet</b>(NASDAQ: <b><u>GOOG</u></b>, NASDAQ: <b><u>GOOGL</u></b>) was emerging out of its recent slump. During this timeframe, GOOG stock rallied by more than 20%.</p><p>Last month’s layoff news may have been a big reason for this, but renewed hopes that the tech giant is not falling behind in areas such as artificial intelligence (or A.I.) chatbots likely played some role as well. Unfortunately, these hopes have been dashed.</p><p>After weeks of anticipation, Alphabet has finally unveiled its own chatbot platform. Unimpressed with the company’s plan to counter potential competition to its cash-cow Search unit, shares have pulled back in response.</p><p>While some may view this as an overreaction, the market is likely right on the money. If that’s not bad enough, this latest sell-off may not necessarily be a “one-and-done” event.</p><p><b>GOOG Stock: A.I. Event Fails to Save the Day</b></p><p>When <b>OpenAI’s</b> ChatGPT was released in November, some investors worried it could eventually “disrupt” Alphabet’s dominance in the area of search advertising.</p><p>These concerns have kept climbing following news of <b>Microsoft’s</b>(NASDAQ: <b>MSFT</b>)$10 billion investment in OpenAI, and its plans to integrate OpenAI’s technology into its platforms. Understanding the need to respond quickly to this emerging threat, Alphabet has revealed its answer to ChatGPT: Bard.</p><p>On Feb. 8, at a live-streamed “A.I. Event,” Bard made its public debut. The company may have expected this event to help put to rest worries about Search market competition, but far from “saving the day,” this event was an abject disaster. As <i>Reuters</i> reported, in an ad released in conjunction with the event, Bard gave an inaccurate answer to a prompt.</p><p>Even worse, Alphabet revealed little on how it planned to integrate Bard into its Search platform. This was concerning in the eyes of GOOG stock investors. Microsoft revealed it has already started to integrate OpenAI’s technology into its Bing search engine and Edge web browser at its own event this week.</p><p><b>Competition Is Just One of Many Issues</b></p><p>Clearly not ready for prime time, it makes sense why Bard has increased, not decreased, the market’s confidence in Alphabet’s ability to keep Microsoft from becoming a formidable competitor in search advertising.</p><p>Increased competition in this space could negatively affect both future growth and operating margins for the company’s core business segment.</p><p>As you may know, Alphabet is experiencing competitive pressures across its other units, such as Google Cloud and <b>YouTube</b>, as well. It would be one thing if the competition was the only issue at hand with GOOG stock.</p><p>However, alongside this problem, are a slew of other problems that stand to threaten both the company’s future operating results and the future performance of its shares.</p><p>Alongside the increased competition, the current slowdown in demand in the tech and digital advertising markets is having an impact on near-term results. Although sell-side analysts expect GOOG’s earnings to rise this year, after dropping in 2022, it’s not a guarantee that this will happen.</p><p>As I have discussed recently, Alphabet is also contending with two antitrust suits from the U.S. Department of Justice. With all these issues on its plate, there’s still plenty out there to sink GOOG yet again.</p><p><b>The Takeaway</b></p><p>Although Bard’s debut was undoubtedly a bust, I admit that it’s possible that subsequent developments with Alphabet’s A.I. game plan may help to assuage the latest concerns about competition.</p><p>The company’s earnings could also start to improve in the quarters ahead, whether from better macro conditions or from the cost savings resulting from the recent layoffs. It’s also possible that Alphabet can emerge from current regulatory issues relatively unscathed.</p><p>However, there’s no reason to buy today, in the hopes such promising signs emerge. There’s a strong chance the situation worsens before it improves, which will in turn result in further weakness for shares.</p><p>Put simply, it’s best to stay away from GOOG stock. Instead of rushing in, wait until there’s concrete evidence that competitive risks are starting to ease, and the company’s myriad of other problems are beginning to resolve.</p><p>GOOG stock earns a D rating in <i>Portfolio Grader</i>.</p></body></html>","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>Steer Clear of GOOG Stock Following AI Event Flop</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\">\nSteer Clear of GOOG Stock Following AI Event Flop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-10 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/02/steer-clear-of-goog-stock-following-ai-event-flop/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On Feb. 8, Google parent Alphabet(GOOG, GOOGL) unveiled Bard, the tech giant’s answer to ChatGPT.Unimpressed, investors have sold off GOOG stock in response.With competitive risks still climbing, and ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/02/steer-clear-of-goog-stock-following-ai-event-flop/\">Web 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://investorplace.com/market360/2023/02/steer-clear-of-goog-stock-following-ai-event-flop/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198493838","content_text":"On Feb. 8, Google parent Alphabet(GOOG, GOOGL) unveiled Bard, the tech giant’s answer to ChatGPT.Unimpressed, investors have sold off GOOG stock in response.With competitive risks still climbing, and other issues far from resolution, the FAANG component’s shares are ripe for a further pullback.From January, up until this week, it may have seemed as if Google parent Alphabet(NASDAQ: GOOG, NASDAQ: GOOGL) was emerging out of its recent slump. During this timeframe, GOOG stock rallied by more than 20%.Last month’s layoff news may have been a big reason for this, but renewed hopes that the tech giant is not falling behind in areas such as artificial intelligence (or A.I.) chatbots likely played some role as well. Unfortunately, these hopes have been dashed.After weeks of anticipation, Alphabet has finally unveiled its own chatbot platform. Unimpressed with the company’s plan to counter potential competition to its cash-cow Search unit, shares have pulled back in response.While some may view this as an overreaction, the market is likely right on the money. If that’s not bad enough, this latest sell-off may not necessarily be a “one-and-done” event.GOOG Stock: A.I. Event Fails to Save the DayWhen OpenAI’s ChatGPT was released in November, some investors worried it could eventually “disrupt” Alphabet’s dominance in the area of search advertising.These concerns have kept climbing following news of Microsoft’s(NASDAQ: MSFT)$10 billion investment in OpenAI, and its plans to integrate OpenAI’s technology into its platforms. Understanding the need to respond quickly to this emerging threat, Alphabet has revealed its answer to ChatGPT: Bard.On Feb. 8, at a live-streamed “A.I. Event,” Bard made its public debut. The company may have expected this event to help put to rest worries about Search market competition, but far from “saving the day,” this event was an abject disaster. As Reuters reported, in an ad released in conjunction with the event, Bard gave an inaccurate answer to a prompt.Even worse, Alphabet revealed little on how it planned to integrate Bard into its Search platform. This was concerning in the eyes of GOOG stock investors. Microsoft revealed it has already started to integrate OpenAI’s technology into its Bing search engine and Edge web browser at its own event this week.Competition Is Just One of Many IssuesClearly not ready for prime time, it makes sense why Bard has increased, not decreased, the market’s confidence in Alphabet’s ability to keep Microsoft from becoming a formidable competitor in search advertising.Increased competition in this space could negatively affect both future growth and operating margins for the company’s core business segment.As you may know, Alphabet is experiencing competitive pressures across its other units, such as Google Cloud and YouTube, as well. It would be one thing if the competition was the only issue at hand with GOOG stock.However, alongside this problem, are a slew of other problems that stand to threaten both the company’s future operating results and the future performance of its shares.Alongside the increased competition, the current slowdown in demand in the tech and digital advertising markets is having an impact on near-term results. Although sell-side analysts expect GOOG’s earnings to rise this year, after dropping in 2022, it’s not a guarantee that this will happen.As I have discussed recently, Alphabet is also contending with two antitrust suits from the U.S. Department of Justice. With all these issues on its plate, there’s still plenty out there to sink GOOG yet again.The TakeawayAlthough Bard’s debut was undoubtedly a bust, I admit that it’s possible that subsequent developments with Alphabet’s A.I. game plan may help to assuage the latest concerns about competition.The company’s earnings could also start to improve in the quarters ahead, whether from better macro conditions or from the cost savings resulting from the recent layoffs. It’s also possible that Alphabet can emerge from current regulatory issues relatively unscathed.However, there’s no reason to buy today, in the hopes such promising signs emerge. There’s a strong chance the situation worsens before it improves, which will in turn result in further weakness for shares.Put simply, it’s best to stay away from GOOG stock. Instead of rushing in, wait until there’s concrete evidence that competitive risks are starting to ease, and the company’s myriad of other problems are beginning to resolve.GOOG stock earns a D rating in Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954388722,"gmtCreate":1676000648566,"gmtModify":1676000651667,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>🫶🏼","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>🫶🏼","text":"$Alphabet(GOOGL)$ 🫶🏼","images":[{"img":"https://community-static.tradeup.com/news/511d47cbd25562b66f56346581bf602f","width":"1290","height":"2580"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954388722","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9954388276,"gmtCreate":1676000463196,"gmtModify":1676000466973,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>Just a hiccup. Still very bullish with the company. 🫶🏼","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>Just a hiccup. Still very bullish with the company. 🫶🏼","text":"$Alphabet(GOOGL)$ Just a hiccup. Still very bullish with the company. 🫶🏼","images":[{"img":"https://community-static.tradeup.com/news/bd8f1dc47c912d7a84e59f5a6d706f2a","width":"1290","height":"2580"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954388276","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9958222459,"gmtCreate":1673753570171,"gmtModify":1676538881756,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a>Be patient.","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a>Be patient.","text":"$Microsoft(MSFT)$ Be patient.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958222459","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959278291,"gmtCreate":1673014531013,"gmtModify":1676538769754,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959278291","repostId":"1103843631","repostType":2,"repost":{"id":"1103843631","kind":"news","pubTimestamp":1673012650,"share":"https://ttm.financial/m/news/1103843631?lang=&edition=fundamental","pubTime":"2023-01-06 21:44","market":"us","language":"en","title":"Apple: Don't Buy A Falling Knife","url":"https://stock-news.laohu8.com/highlight/detail?id=1103843631","media":"Seekingalpha","summary":"SummaryApple Inc.’s shares have dropped into a new down-leg lately.Weakening consumer demand and soa","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple Inc.’s shares have dropped into a new down-leg lately.</li><li>Weakening consumer demand and soaring COVID-19 infection could drive Apple’s shares to further lows.</li><li>EPS and revenue estimate trends are now profoundly negative for Apple.</li></ul><p>Shares of <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a> skidded to a new 1-year low on Tuesday due to growing concerns about the impact of rising Covid-19 infections in China as well as potentially weakening demand for consumer electronics in 2023. Concerns over softening consumer demand are linked to an accelerating decline of device shipments in Q3’22, lower expected iPhone shipments in Q4&#39;22 and uncertainty surrounding China’s economic reopening. Apple’s EPS and revenue estimate trends are negative and the market now expects Apple to see weak growth in FY 2023. With risks to consumer demand growing, investors buying the pullback too early risk buying a falling knife!</p><h3><img src=\"https://static.tigerbbs.com/b27e0db018a996aab7a78534b4825d78\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Fragile market setup likely lead to weak top line growth for Apple in FQ1’23</h3><p>According to data compiled by Gartner, a consulting company, worldwide PC shipments declined 19.5% in the third-quarter with major OEMs, including Apple, seeing considerable volume declines in the PC, laptop and mobile device segments. Apple’s device shipments declined 15.6% year-over-year in Q3’22 and most major manufacturers saw steep, double-digit volume declines in shipments as well.</p><p><img src=\"https://static.tigerbbs.com/df16e5efe30c9cfbd5d833db7df07b41\" tg-width=\"640\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/>Gartner hasn’t released its estimate for Q4’22 global device shipments yet, but chances are that the numbers are not going to look great due to high inflation, weakening consumer demand and high inventory levels in the industry. As a result, Apple’s revenue growth has started to slow down dramatically: in the September-quarter, Apple reported only an 8.1% increase in revenues to $90.1B with hardware growth especially slowing down hard.</p><p><img src=\"https://static.tigerbbs.com/d305e8ea0c7ade53f5c02ce339bc2b3f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Trendforce, a market intelligence provider, estimates that slowing demand as well as labor shortages in China could result in a 22% year over year decline in iPhone shipments in Q1’23. The iPhones segment is the largest business for Apple, responsible for 47.3% of net revenues in the last quarter, and a slowdown in this business is likely to have an outsized impact on Apple&#39;s valuation going forward.</p><p>Back in November 2022, Bloomberg already reported that Apple overestimated iPhone demand. Apple reacted to cooling demand for the iPhone 14 and was said to expect to produce 87M iPhones in 2022, 3M iPhones less than initially expected.</p><h3>Muted growth expectations: analysts don&#39;t expect much from Apple in FY 2023</h3><p>Apple is going to report earnings for its first fiscal quarter of FY 2023 on February 2, 2023 and the estimate trend indicates that analyst are increasingly bearish on the company’s growth prospects. In the last 90 days, EPS estimates for Apple’s FY 2023 have declined consistently due to growing worries about China&#39;s reopening prospects and down-ward EPS revisions outmatch up-ward EPS revisions by a ratio of 37:2. For FY 2023, analyst expect only 1.2% EPS growth for Apple.</p><p><img src=\"https://static.tigerbbs.com/b6f978e36e1a1fbbb1a8ae487d56241d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>The picture doesn’t look much better for Apple’s revenue estimate trend: Analysts now expect Apple to grow its top line only 2.7% in FY 2023 to $404.9B. If the reopening in China does not go well and COVID-19 infections continue to soar, I believe that Apple&#39;s estimate trend could get worse in Q1’23.</p><h3><img src=\"https://static.tigerbbs.com/732a8ccebfae0c061e885b67f2efa8f6\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Stock buybacks and Apple’s valuation</h3><p>Stock buybacks could make a difference for Apple in light of increasing down-side risks and also help stabilize the stock in an increasingly unpredictable operating environment. Apple has a history of financing generous stock buybacks. In the fourth-quarter, Apple repurchased $25.2B of its shares in the market and buybacks in FY 2022 totaled $84.2B. With Apple’s stock making a new 1-year low this week (and the valuation becoming more attractive), stock buybacks now make more sense than at any time in the last year.</p><p><img src=\"https://static.tigerbbs.com/33c69341fdfbb78adf1f155a5661473a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>Apple has lost about 30% of its value in the last year and the company’s market cap most recently dipped below $2T. Based off of earnings, Apple is trading at a forward P/E ratio of 18.7 X which is 24% below its 1-year P/E ratio. Given that Apple is expected to grow its EPS just about 1% this year, I don&#39;t believe that Apple is especially cheap.</p><h3><img src=\"https://static.tigerbbs.com/6c137f41be9d5e64ddf766ce70287b6c\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Final thoughts</h3><p>Apple currently has all the hallmarks of a falling knife: (1) The stock recently slumped to a new 1-year low, (2) Negative sentiment overhang has been created as reflected in declining EPS and revenue estimates, and (3) Consumer spending headwinds in a high-inflation world strongly indicate that Apple’s stock has further to fall. While shares of Apple have become much cheaper lately, the operating environment is challenged and it could get worse if device shipment estimates indicate that the down-turn in the consumer electronics market accelerated in the fourth-quarter. Although stock buybacks could help Apple offset weakness in operating conditions, the overall setup indicates that Apple is going to see a revaluation to the down-side!</p></body></html>","source":"seekingalpha_fund","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: Don't Buy A Falling Knife</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: Don't Buy A Falling Knife\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 21:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568092-apple-dont-buy-a-falling-knife><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple Inc.’s shares have dropped into a new down-leg lately.Weakening consumer demand and soaring COVID-19 infection could drive Apple’s shares to further lows.EPS and revenue estimate trends ...</p>\n\n<a href=\"https://seekingalpha.com/article/4568092-apple-dont-buy-a-falling-knife\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4568092-apple-dont-buy-a-falling-knife","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103843631","content_text":"SummaryApple Inc.’s shares have dropped into a new down-leg lately.Weakening consumer demand and soaring COVID-19 infection could drive Apple’s shares to further lows.EPS and revenue estimate trends are now profoundly negative for Apple.Shares of Apple Inc. skidded to a new 1-year low on Tuesday due to growing concerns about the impact of rising Covid-19 infections in China as well as potentially weakening demand for consumer electronics in 2023. Concerns over softening consumer demand are linked to an accelerating decline of device shipments in Q3’22, lower expected iPhone shipments in Q4'22 and uncertainty surrounding China’s economic reopening. Apple’s EPS and revenue estimate trends are negative and the market now expects Apple to see weak growth in FY 2023. With risks to consumer demand growing, investors buying the pullback too early risk buying a falling knife!Fragile market setup likely lead to weak top line growth for Apple in FQ1’23According to data compiled by Gartner, a consulting company, worldwide PC shipments declined 19.5% in the third-quarter with major OEMs, including Apple, seeing considerable volume declines in the PC, laptop and mobile device segments. Apple’s device shipments declined 15.6% year-over-year in Q3’22 and most major manufacturers saw steep, double-digit volume declines in shipments as well.Gartner hasn’t released its estimate for Q4’22 global device shipments yet, but chances are that the numbers are not going to look great due to high inflation, weakening consumer demand and high inventory levels in the industry. As a result, Apple’s revenue growth has started to slow down dramatically: in the September-quarter, Apple reported only an 8.1% increase in revenues to $90.1B with hardware growth especially slowing down hard.Trendforce, a market intelligence provider, estimates that slowing demand as well as labor shortages in China could result in a 22% year over year decline in iPhone shipments in Q1’23. The iPhones segment is the largest business for Apple, responsible for 47.3% of net revenues in the last quarter, and a slowdown in this business is likely to have an outsized impact on Apple's valuation going forward.Back in November 2022, Bloomberg already reported that Apple overestimated iPhone demand. Apple reacted to cooling demand for the iPhone 14 and was said to expect to produce 87M iPhones in 2022, 3M iPhones less than initially expected.Muted growth expectations: analysts don't expect much from Apple in FY 2023Apple is going to report earnings for its first fiscal quarter of FY 2023 on February 2, 2023 and the estimate trend indicates that analyst are increasingly bearish on the company’s growth prospects. In the last 90 days, EPS estimates for Apple’s FY 2023 have declined consistently due to growing worries about China's reopening prospects and down-ward EPS revisions outmatch up-ward EPS revisions by a ratio of 37:2. For FY 2023, analyst expect only 1.2% EPS growth for Apple.The picture doesn’t look much better for Apple’s revenue estimate trend: Analysts now expect Apple to grow its top line only 2.7% in FY 2023 to $404.9B. If the reopening in China does not go well and COVID-19 infections continue to soar, I believe that Apple's estimate trend could get worse in Q1’23.Stock buybacks and Apple’s valuationStock buybacks could make a difference for Apple in light of increasing down-side risks and also help stabilize the stock in an increasingly unpredictable operating environment. Apple has a history of financing generous stock buybacks. In the fourth-quarter, Apple repurchased $25.2B of its shares in the market and buybacks in FY 2022 totaled $84.2B. With Apple’s stock making a new 1-year low this week (and the valuation becoming more attractive), stock buybacks now make more sense than at any time in the last year.Apple has lost about 30% of its value in the last year and the company’s market cap most recently dipped below $2T. Based off of earnings, Apple is trading at a forward P/E ratio of 18.7 X which is 24% below its 1-year P/E ratio. Given that Apple is expected to grow its EPS just about 1% this year, I don't believe that Apple is especially cheap.Final thoughtsApple currently has all the hallmarks of a falling knife: (1) The stock recently slumped to a new 1-year low, (2) Negative sentiment overhang has been created as reflected in declining EPS and revenue estimates, and (3) Consumer spending headwinds in a high-inflation world strongly indicate that Apple’s stock has further to fall. While shares of Apple have become much cheaper lately, the operating environment is challenged and it could get worse if device shipment estimates indicate that the down-turn in the consumer electronics market accelerated in the fourth-quarter. Although stock buybacks could help Apple offset weakness in operating conditions, the overall setup indicates that Apple is going to see a revaluation to the down-side!","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925327336,"gmtCreate":1671935212726,"gmtModify":1676538612795,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"This is the time to see if you believe in the Amazon story or not. I feel it is&nbsp;still the best in class.","listText":"This is the time to see if you believe in the Amazon story or not. I feel it is&nbsp;still the best in class.","text":"This is the time to see if you believe in the Amazon story or not. I feel it is still the best in class.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925327336","repostId":"2293294521","repostType":2,"repost":{"id":"2293294521","kind":"highlight","pubTimestamp":1671932522,"share":"https://ttm.financial/m/news/2293294521?lang=&edition=fundamental","pubTime":"2022-12-25 09:42","market":"us","language":"en","title":"2 Reasons Amazon Stock Could Keep Tumbling","url":"https://stock-news.laohu8.com/highlight/detail?id=2293294521","media":"Motley Fool","summary":"A lot could go wrong for the tech giant in 2023.","content":"<html><head></head><body><p>Shares of e-commerce and cloud-computing juggernaut <b>Amazon</b> have crashed more than 50% since peaking in late 2021. Amazon&#39;s market capitalization has tumbled below $1 trillion, and while revenue continues to grow, profit and free cash flow have fallen off a cliff. For the trailing-12-month period, even the most optimistic measure of free cash flow that Amazon reports was a loss of $19.7 billion.</p><p>While some might be betting on a comeback for the stock, there are a few reasons to believe that it will continue to come under pressure in 2023. While it&#39;s hard to say whether Amazon is a good long-term investment, it looks pretty dicey in the short term. Here&#39;s why.</p><h2>1. A struggling retail business</h2><p>The retail side of Amazon -- which includes direct sales, the third-party seller business, Prime, advertising, and essentially everything that&#39;s not Amazon Web Services (AWS) -- is having some issues.</p><p>The company overbuilt during the pandemic as it raced to meet intense demand, and now it&#39;s dealing with too much capacity, an uneven consumer spending environment, and competition from traditional retailers like <b>Walmart</b> and <b>Target </b>that spent the pandemic investing heavily in e-commerce.</p><p>Amazon&#39;s North America and International segments combined to produce more than $300 billion of revenue through the first nine months of 2022, but both segments lost money on an operating basis. Between them, Amazon booked an operating loss of more than $8.1 billion.</p><p>During that nine-month period, those two segments included $9.5 billion of advertising revenue, which is presumably a high-margin revenue stream; $8.9 billion in subscription-services revenue like Prime, and $28.7 billion of revenue from third-party seller services. Those sources are growing faster than revenue from online sales, and yet both segments are now posting large losses.</p><p>Amazon&#39;s fast-growing advertising business gets a lot of attention, but it hasn&#39;t improved the bottom line at all. It doesn&#39;t make sense, in my opinion, to treat Amazon&#39;s advertising operations as a distinct business because it&#39;s intimately tied to the retail business. All that advertising revenue appears to just be subsidizing losses elsewhere.</p><p>It&#39;s great that Amazon figured out how to generate billions in advertising revenue, but ads have done absolutely nothing to improve the profitability of its retail business. As consumers pull back, Amazon&#39;s retail business might be a drag on profits throughout much of 2023.</p><h2>2. A potential AWS slowdown</h2><p>AWS is an incredible business. It&#39;s the dominant provider of cloud infrastructure services, and is still growing quickly and producing sky-high profit margins. In the first nine months of 2022, AWS revenue jumped 32% to $58.7 billion, and operating income soared 30% to $17.6 billion.</p><p>In the long run, the cloud infrastructure industry should continue to grow at a healthy clip. On top of newer companies being cloud-first as a matter of course, large enterprises have plenty of on-premises workloads that could be shifted to the cloud over time. AWS is tailor-made for the largest enterprises, and it will likely win a lion&#39;s share of those deals.</p><p>In the shorter term, however, a slowdown is a distinct possibility. A potential recession next year will put many companies into cost-cutting or survival mode. Start-ups that previously didn&#39;t worry about soaring cloud-computing bills will start taking a closer look and work to optimize costs. Enterprises that love to talk about &#34;digital transformation&#34; will slow down or put those plans on hold.</p><p>Amazon&#39;s market capitalization -- nearly $900 billion -- is largely based on the assumption of continued rapid growth and strong profitability of AWS. If that growth slows and margins contract as companies slash costs, the stock market could rethink the company&#39;s premium valuation. The stock is already down more than 50% from its all-time high, but the valuation is still extreme.</p><p>Based on the average analyst estimate for 2023, Amazon stock trades for more than 50 times earnings. That estimate has wide error bars, but it&#39;s hard to argue that the stock is cheap. If AWS shows signs of slowing demand in the next few quarters, the bottom for the shares could be quite a bit lower.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Reasons Amazon Stock Could Keep Tumbling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Reasons Amazon Stock Could Keep Tumbling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-25 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/24/2-reasons-amazon-stock-could-keep-tumbling/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of e-commerce and cloud-computing juggernaut Amazon have crashed more than 50% since peaking in late 2021. Amazon's market capitalization has tumbled below $1 trillion, and while revenue ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/24/2-reasons-amazon-stock-could-keep-tumbling/\">Web 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://www.fool.com/investing/2022/12/24/2-reasons-amazon-stock-could-keep-tumbling/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293294521","content_text":"Shares of e-commerce and cloud-computing juggernaut Amazon have crashed more than 50% since peaking in late 2021. Amazon's market capitalization has tumbled below $1 trillion, and while revenue continues to grow, profit and free cash flow have fallen off a cliff. For the trailing-12-month period, even the most optimistic measure of free cash flow that Amazon reports was a loss of $19.7 billion.While some might be betting on a comeback for the stock, there are a few reasons to believe that it will continue to come under pressure in 2023. While it's hard to say whether Amazon is a good long-term investment, it looks pretty dicey in the short term. Here's why.1. A struggling retail businessThe retail side of Amazon -- which includes direct sales, the third-party seller business, Prime, advertising, and essentially everything that's not Amazon Web Services (AWS) -- is having some issues.The company overbuilt during the pandemic as it raced to meet intense demand, and now it's dealing with too much capacity, an uneven consumer spending environment, and competition from traditional retailers like Walmart and Target that spent the pandemic investing heavily in e-commerce.Amazon's North America and International segments combined to produce more than $300 billion of revenue through the first nine months of 2022, but both segments lost money on an operating basis. Between them, Amazon booked an operating loss of more than $8.1 billion.During that nine-month period, those two segments included $9.5 billion of advertising revenue, which is presumably a high-margin revenue stream; $8.9 billion in subscription-services revenue like Prime, and $28.7 billion of revenue from third-party seller services. Those sources are growing faster than revenue from online sales, and yet both segments are now posting large losses.Amazon's fast-growing advertising business gets a lot of attention, but it hasn't improved the bottom line at all. It doesn't make sense, in my opinion, to treat Amazon's advertising operations as a distinct business because it's intimately tied to the retail business. All that advertising revenue appears to just be subsidizing losses elsewhere.It's great that Amazon figured out how to generate billions in advertising revenue, but ads have done absolutely nothing to improve the profitability of its retail business. As consumers pull back, Amazon's retail business might be a drag on profits throughout much of 2023.2. A potential AWS slowdownAWS is an incredible business. It's the dominant provider of cloud infrastructure services, and is still growing quickly and producing sky-high profit margins. In the first nine months of 2022, AWS revenue jumped 32% to $58.7 billion, and operating income soared 30% to $17.6 billion.In the long run, the cloud infrastructure industry should continue to grow at a healthy clip. On top of newer companies being cloud-first as a matter of course, large enterprises have plenty of on-premises workloads that could be shifted to the cloud over time. AWS is tailor-made for the largest enterprises, and it will likely win a lion's share of those deals.In the shorter term, however, a slowdown is a distinct possibility. A potential recession next year will put many companies into cost-cutting or survival mode. Start-ups that previously didn't worry about soaring cloud-computing bills will start taking a closer look and work to optimize costs. Enterprises that love to talk about \"digital transformation\" will slow down or put those plans on hold.Amazon's market capitalization -- nearly $900 billion -- is largely based on the assumption of continued rapid growth and strong profitability of AWS. If that growth slows and margins contract as companies slash costs, the stock market could rethink the company's premium valuation. The stock is already down more than 50% from its all-time high, but the valuation is still extreme.Based on the average analyst estimate for 2023, Amazon stock trades for more than 50 times earnings. That estimate has wide error bars, but it's hard to argue that the stock is cheap. If AWS shows signs of slowing demand in the next few quarters, the bottom for the shares could be quite a bit lower.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926040452,"gmtCreate":1671428290676,"gmtModify":1676538534967,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Amzn!","listText":"Amzn!","text":"Amzn!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926040452","repostId":"2292314838","repostType":4,"repost":{"id":"2292314838","kind":"highlight","pubTimestamp":1671357425,"share":"https://ttm.financial/m/news/2292314838?lang=&edition=fundamental","pubTime":"2022-12-18 17:57","market":"us","language":"en","title":"Get Ready for the Next Bull Market: 3 Smart Buys Before 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2292314838","media":"Motley Fool","summary":"All of these players could excel in a bull market.","content":"<html><head></head><body><p>Let&#39;s start with the bad news. No one can accurately predict when the next bull market will emerge. But here&#39;s the good news. A bull market <i>will</i> happen. History shows us bear markets eventually are followed by periods of strong performance. So, as investors navigate today&#39;s difficult market, they should prepare for the brighter days ahead.</p><p>And right now is the perfect time to start. Many fantastic companies have suffered this year -- but have what it takes to rebound and flourish in a bull market. Today, investors have the opportunity to grab shares of these players at great prices. So why wait? Consider these three smart buys to pick up before 2023.</p><h2>1. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p><b>Amazon</b> (AMZN) may have delivered a lot of packages this year. But the e-commerce giant hasn&#39;t delivered share performance. The stock is heading for a 45% decline. Investors have been disappointed in Amazon&#39;s earnings over the past year. Higher inflation has weighed on the company&#39;s costs -- and it&#39;s hurt customers&#39; buying power.</p><p>These problems aren&#39;t over. And that means Amazon&#39;s earnings may not recover overnight. But that doesn&#39;t change Amazon&#39;s bright long-term picture. It&#39;s important to keep in mind that today&#39;s economic challenges are temporary. And Amazon has the strength to weather the storm.</p><p>Here&#39;s why I&#39;m optimistic. Amazon is a leader in two markets growing in the double digits: e-commerce and cloud computing. In e-commerce, Amazon has grown its Prime subscription membership. And these members are spending more and relying more on Amazon for goods and services. This should pay off when the economic environment improves.</p><p>As for cloud computing, Amazon Web Services (AWS) continues to grow in the double digits. And Amazon has reinforced investment in this key business. AWS generally drives Amazon&#39;s operating income.</p><p>Amazon also is reviewing its cost structure. This will help it through the difficult times and also should favor profitability once a bull market takes shape.</p><p>Today, Amazon shares trade at their lowest in relation to sales since 2015. So now is clearly a smart time to get in on the story.</p><h2>2. <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a></h2><p><b>Starbucks</b> (SBUX) shares have outperformed the broader market this year. But they&#39;re still heading for a 12% decline.</p><p>And the stock is trading for 29 times forward earnings estimates -- down from about 40 earlier this year.</p><p>Here&#39;s why this looks like a deal. First, Starbucks continues to grow revenue in the double digits. In the most recent quarter, revenue climbed 11% to a record $8.4 billion.</p><p>What&#39;s driving the gains? Starbucks&#39; loyal fans. Starbucks Rewards members accounted for more than half of spending in U.S. stores in the quarter. And this membership base keeps on growing. In the quarter, U.S. active Rewards members increased 16% to 28.7 million members.</p><p>Coronavirus restrictions in China have held back total revenue potential. So, you can imagine Starbucks doing even better in the future. That future may be soon. China recently loosened restrictions. That should offer Starbucks a boost, especially since China is the company&#39;s second-biggest market after the U.S.</p><p>Another reason to be positive about Starbucks has to do with its recently launched &#34;reinvention&#34; plan. The company plans on focusing on several growth areas. For example, it will boost store licensing opportunities -- they tend to lift return on invested capital. Starbucks also aims to strengthen beverage innovation and open new stores to meet consumers&#39; needs.</p><p>The goals are to deliver annual double-digit revenue growth and non-GAAP (EPS) earnings-per-share growth.</p><p>All of this means there are plenty of share price catalysts just ahead. And you may benefit if you scoop up these bargain shares right now.</p><h2>3. <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></h2><p><b>Walt Disney</b> (DIS) has reached an important transition point. The entertainment giant recently brought back one of its star chief executive officers. The move was meant to cut costs and kick-start growth. CEO Bob Iger will stay on for two years, then name a successor.</p><p>There&#39;s reason to believe Iger is the right person for the job. He led Disney through key acquisitions -- such as Marvel -- and was the CEO when the company launched blockbuster film <i>Frozen</i>. Disney&#39;s market value also soared during his tenure.</p><p>Disney isn&#39;t starting off from an extremely weak point. The company&#39;s theme parks remain favorites around the world. And revenue is climbing.</p><p>The parks, experiences, and products unit posted a 73% increase in revenue in the recently ended fiscal year. And the unit&#39;s operating income more than doubled from the year-earlier period to $1.5 billion. Spending in the parks also is on the rise. Per-capita spending climbed almost 40% from fiscal 2019. Strength in this unit is key since it generally represents the most revenue for Disney.</p><p>At the same time, losses have deepened at Disney&#39;s streaming services. The company has invested heavily to expand this business and gain subscribers. Recently, Disney increased the price of its ad-free streaming service. That should help the company as it tries to move this unit toward profitability.</p><p>Disney trades for 22 times forward earnings estimates. That&#39;s down from about 40 earlier this year. Considering the ongoing strength of the parks business and Iger&#39;s return, right now is a great time to buy. If Iger makes progress on at least some of his goals, Disney truly could stand out during a bull market.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Get Ready for the Next Bull Market: 3 Smart Buys Before 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\">\nGet Ready for the Next Bull Market: 3 Smart Buys Before 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-18 17:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/17/get-ready-for-next-bull-market-3-smart-buys-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Let's start with the bad news. No one can accurately predict when the next bull market will emerge. But here's the good news. A bull market will happen. History shows us bear markets eventually are ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/17/get-ready-for-next-bull-market-3-smart-buys-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","AMZN":"亚马逊","SBUX":"星巴克"},"source_url":"https://www.fool.com/investing/2022/12/17/get-ready-for-next-bull-market-3-smart-buys-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292314838","content_text":"Let's start with the bad news. No one can accurately predict when the next bull market will emerge. But here's the good news. A bull market will happen. History shows us bear markets eventually are followed by periods of strong performance. So, as investors navigate today's difficult market, they should prepare for the brighter days ahead.And right now is the perfect time to start. Many fantastic companies have suffered this year -- but have what it takes to rebound and flourish in a bull market. Today, investors have the opportunity to grab shares of these players at great prices. So why wait? Consider these three smart buys to pick up before 2023.1. AmazonAmazon (AMZN) may have delivered a lot of packages this year. But the e-commerce giant hasn't delivered share performance. The stock is heading for a 45% decline. Investors have been disappointed in Amazon's earnings over the past year. Higher inflation has weighed on the company's costs -- and it's hurt customers' buying power.These problems aren't over. And that means Amazon's earnings may not recover overnight. But that doesn't change Amazon's bright long-term picture. It's important to keep in mind that today's economic challenges are temporary. And Amazon has the strength to weather the storm.Here's why I'm optimistic. Amazon is a leader in two markets growing in the double digits: e-commerce and cloud computing. In e-commerce, Amazon has grown its Prime subscription membership. And these members are spending more and relying more on Amazon for goods and services. This should pay off when the economic environment improves.As for cloud computing, Amazon Web Services (AWS) continues to grow in the double digits. And Amazon has reinforced investment in this key business. AWS generally drives Amazon's operating income.Amazon also is reviewing its cost structure. This will help it through the difficult times and also should favor profitability once a bull market takes shape.Today, Amazon shares trade at their lowest in relation to sales since 2015. So now is clearly a smart time to get in on the story.2. StarbucksStarbucks (SBUX) shares have outperformed the broader market this year. But they're still heading for a 12% decline.And the stock is trading for 29 times forward earnings estimates -- down from about 40 earlier this year.Here's why this looks like a deal. First, Starbucks continues to grow revenue in the double digits. In the most recent quarter, revenue climbed 11% to a record $8.4 billion.What's driving the gains? Starbucks' loyal fans. Starbucks Rewards members accounted for more than half of spending in U.S. stores in the quarter. And this membership base keeps on growing. In the quarter, U.S. active Rewards members increased 16% to 28.7 million members.Coronavirus restrictions in China have held back total revenue potential. So, you can imagine Starbucks doing even better in the future. That future may be soon. China recently loosened restrictions. That should offer Starbucks a boost, especially since China is the company's second-biggest market after the U.S.Another reason to be positive about Starbucks has to do with its recently launched \"reinvention\" plan. The company plans on focusing on several growth areas. For example, it will boost store licensing opportunities -- they tend to lift return on invested capital. Starbucks also aims to strengthen beverage innovation and open new stores to meet consumers' needs.The goals are to deliver annual double-digit revenue growth and non-GAAP (EPS) earnings-per-share growth.All of this means there are plenty of share price catalysts just ahead. And you may benefit if you scoop up these bargain shares right now.3. Walt DisneyWalt Disney (DIS) has reached an important transition point. The entertainment giant recently brought back one of its star chief executive officers. The move was meant to cut costs and kick-start growth. CEO Bob Iger will stay on for two years, then name a successor.There's reason to believe Iger is the right person for the job. He led Disney through key acquisitions -- such as Marvel -- and was the CEO when the company launched blockbuster film Frozen. Disney's market value also soared during his tenure.Disney isn't starting off from an extremely weak point. The company's theme parks remain favorites around the world. And revenue is climbing.The parks, experiences, and products unit posted a 73% increase in revenue in the recently ended fiscal year. And the unit's operating income more than doubled from the year-earlier period to $1.5 billion. Spending in the parks also is on the rise. Per-capita spending climbed almost 40% from fiscal 2019. Strength in this unit is key since it generally represents the most revenue for Disney.At the same time, losses have deepened at Disney's streaming services. The company has invested heavily to expand this business and gain subscribers. Recently, Disney increased the price of its ad-free streaming service. That should help the company as it tries to move this unit toward profitability.Disney trades for 22 times forward earnings estimates. That's down from about 40 earlier this year. Considering the ongoing strength of the parks business and Iger's return, right now is a great time to buy. If Iger makes progress on at least some of his goals, Disney truly could stand out during a bull market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928964448,"gmtCreate":1671170724485,"gmtModify":1676538503382,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928964448","repostId":"1181525816","repostType":4,"repost":{"id":"1181525816","kind":"news","pubTimestamp":1671162022,"share":"https://ttm.financial/m/news/1181525816?lang=&edition=fundamental","pubTime":"2022-12-16 11:40","market":"us","language":"en","title":"Amazon Stock’s Bull Case is Far More Compelling Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1181525816","media":"TipRanks","summary":"Story HighlightsAmazon faces its fair share of headwinds, but its business, led by its crown jewel (","content":"<div>\n<p>Story HighlightsAmazon faces its fair share of headwinds, but its business, led by its crown jewel (AWS), remains as solid as ever, pointing to tremendous upside ahead.Amazon (NASDAQ:AMZN) benefited ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amzn-stocks-bull-case-is-far-more-compelling-at-this-time\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Stock’s Bull Case is Far More Compelling Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock’s Bull Case is Far More Compelling Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/amzn-stocks-bull-case-is-far-more-compelling-at-this-time><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAmazon faces its fair share of headwinds, but its business, led by its crown jewel (AWS), remains as solid as ever, pointing to tremendous upside ahead.Amazon (NASDAQ:AMZN) benefited ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amzn-stocks-bull-case-is-far-more-compelling-at-this-time\">Web 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://www.tipranks.com/news/article/amzn-stocks-bull-case-is-far-more-compelling-at-this-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181525816","content_text":"Story HighlightsAmazon faces its fair share of headwinds, but its business, led by its crown jewel (AWS), remains as solid as ever, pointing to tremendous upside ahead.Amazon (NASDAQ:AMZN) benefited immensely from pandemic-led restrictions, growing its top and bottom lines by record margins. However, the scenario over the past 12 months is remarkably different, and Amazon is in a relatively challenging spot. Despite the troubles, it’s done an impressive job of growing its business and setting itself up for a tremendous showing next year. However, AMZN stock is priced in line with the most bearish scenarios. Therefore, with it trading at multi-year lows, we are bullish on AMZN stock.AMZN stock rose exponentially during the pandemic, reaching an all-time high of $188.65 by July 2021. Its stock has shed a ton of value over the past several months on the back of multiple headwinds. AMZN stock trades at around 1.8 times forward sales, roughly 44% lower than its five-year average. Hence, it’s trading at a highly-attractive price and is poised for healthy upside ahead.Amazon is a prime example of a business that has demonstrated resiliency and adaptability during the past tumultuous year. Amazon’s business model was more than equipped to handle whatever curves were thrown its way. This determination will likely continue driving it forward in future years. Also, on TipRanks, AMZN stock has a ‘Perfect 10’ Smart Score rating, indicating that it has high potential to outperform the market.The Bull Case For AmazonAmazon has demonstrated an extraordinary ability to remain agile, rapidly adapting its services to changing customer needs and spearheading new opportunities in growing marketplaces. With a record-breaking 40% share of the U.S. e-commerce space, it’s the clear leader in the space.Moreover, due to its online marketplace, it has become a leading player in the digital advertising space. Marketers value Amazon for its ability to deliver powerful ads that generate leads and encourage brand loyalty with consumers who are already looking for a product in their search. Estimates show that it’s the fourth-largest advertiser in the world and is nearly leading the world in ad revenue growth.Furthermore, Amazon’s Web Services (AWS) has rapidly established itself as the unrivaled leader in the booming cloud computing industry. Its operating margins are almost three times higher than its closest competitor, Microsoft Azure. AWS shows no signs of slowing down either, and the cloud computing market is expected to grow by 20% yearly and reach an eye-watering $1.7 trillion by 2029.The Bear Case For AmazonDespite the immense success of Amazon in the online shopping realm, the sector is notorious for its low-profit margins. This has proved especially challenging for Amazon amid high inflation. This immense pressure has resulted in underperformance for the firm in recent quarters. In its third quarter, sales were up just 14.7%, earnings fell from $0.31 per share to $0.28 per share, and free cash flows were firmly in the negative.Despite having over $50 billion in cash and short-term investments, Amazon’s standing could come under scrutiny if it’s forced to take on additional debt. However, those who oppose the stock do not look at the big picture. If inflation levels normalize, its retail operations’ cost pressures should decrease and become less of a concern.Moreover, the company is positioned to gain increased profitability due to its higher-margin segments that are effectively shielded by inflationary pressures. As such, while Amazon may be vulnerable, its future looks bright despite macroeconomic troubles.Is Amazon Stock a Buy, According to Analysts?Turning to Wall Street, AMZN stock maintains a Strong Buy consensus rating. Out of 36 total analyst ratings, 33 Buys, three Holds, and zero Sell ratings were assigned over the past three months.The average AMZN stock price target is $140.50, implying 58.9% upside potential. Analyst price targets range from a low of $103 per share to a high of $192 per share.Takeaway: Amazon Looks UndervaluedAmazon is a titan of the tech world. It’s certainly had its share of issues, especially regarding its cost structures and fulfillment center operations. However, its business overall has proven to be incredibly resilient. The real crown jewel of the business is AWS, and though it makes a relatively small percentage of the company right now, its profits are superb. Moreover, AMZN stock looks heavily undervalued right now.Of course, things could get worse before they get better in the short term for Amazon, but if you take the long-term view with them, you’re presented with what looks like an incredible opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918755631,"gmtCreate":1664461502424,"gmtModify":1676537460008,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a><v-v data-views=\"1\"></v-v>","text":"$Vanguard S&P 500 ETF(VOO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918755631","isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918752555,"gmtCreate":1664461436377,"gmtModify":1676537459983,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQM\">$Invesco NASDAQ 100 ETF(QQQM)$</a>🙏🏼","listText":"<a href=\"https://ttm.financial/S/QQQM\">$Invesco NASDAQ 100 ETF(QQQM)$</a>🙏🏼","text":"$Invesco NASDAQ 100 ETF(QQQM)$🙏🏼","images":[{"img":"https://community-static.tradeup.com/news/020cd2e15598adfa002a9ff4f2be5eca","width":"960","height":"2205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918752555","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9911515487,"gmtCreate":1664235500649,"gmtModify":1676537413768,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>Patience","listText":"<a href=\"https://ttm.financial/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>Patience","text":"$Vanguard S&P 500 ETF(VOO)$Patience","images":[{"img":"https://community-static.tradeup.com/news/887f08fcb29905aebc925d71d375c942","width":"960","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911515487","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9069222503,"gmtCreate":1651296170831,"gmtModify":1676534886873,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>Looking at the charts...I think it will still drop more as it has lost its major support. It's on sale now, looking to add more! 😉","listText":"<a href=\"https://ttm.financial/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>Looking at the charts...I think it will still drop more as it has lost its major support. It's on sale now, looking to add more! 😉","text":"$Vanguard S&P 500 ETF(VOO)$Looking at the charts...I think it will still drop more as it has lost its major support. It's on sale now, looking to add more! 😉","images":[{"img":"https://community-static.tradeup.com/news/9213b6d9480d3326fed23efef7d50356","width":"1125","height":"4268"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":60,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069222503","isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9067591825,"gmtCreate":1652487358167,"gmtModify":1676535108824,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPLG\">$SPDR Portfolio S&amp;P 500 ETF(SPLG)$</a>happy that I bought more in stages when it's&nbsp;dipping! i have high conviction for this ETF. [Heart]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPLG\">$SPDR Portfolio S&amp;P 500 ETF(SPLG)$</a>happy that I bought more in stages when it's&nbsp;dipping! i have high conviction for this ETF. [Heart]&nbsp;&nbsp;","text":"$SPDR Portfolio S&P 500 ETF(SPLG)$happy that I bought more in stages when it's dipping! i have high conviction for this ETF. [Heart]","images":[{"img":"https://community-static.tradeup.com/news/5dadc1e884668be444c37b37cfdd97b7","width":"1125","height":"3701"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":35,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9067591825","isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":225304206250056,"gmtCreate":1696084692748,"gmtModify":1696084698211,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Dropped so much.&nbsp;","listText":"Dropped so much.&nbsp;","text":"Dropped so much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/225304206250056","repostId":"224920478335040","repostType":1,"repost":{"id":224920478335040,"gmtCreate":1695992925197,"gmtModify":1696741506773,"author":{"id":"4116373681054822","authorId":"4116373681054822","name":"The Investing Iguana","avatar":"https://community-static.tradeup.com/news/9bd699f5d546c0ea0e27e7160414a81a","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116373681054822","authorIdStr":"4116373681054822"},"themes":[],"title":"10 Facts You Didn't Know about Keppel DC REIT |  The Investing Iguana 🦖","htmlText":"\n \n \n  🟩🟩 Welcome to another episode on \"The Investing Iguana,\" where today we bring you an in-depth analysis of Singapore's rising star in the Real Estate Investment Trust (REIT) universe: Keppel DC REIT <a href=\"https://ttm.financial/S/AJBU.SI\">$Keppel DC Reit(AJBU.SI)$</a> ! This isn't your typical REIT; Keppel DC is all about data centres, the lifeblood of our digital economy. 🔥 📌 Video Highlights: 10 Key Aspects of Keppel DC REIT Geographically Diversified Portfolio 🌏 Solid Financial Performance 💰 Unique Technological Edge 🖥️ Friendly Regulatory Environment in Singapore 🇸🇬 Sustainability Initiatives 🍃 Competitive Positioning 📈 And much more! 🟩 In this video, we deep-dive into Keppel DC REIT’s impressive asset portfolio spanning continents, its resilient financials, and why it’s a solid fit f\n \n","listText":"🟩🟩 Welcome to another episode on \"The Investing Iguana,\" where today we bring you an in-depth analysis of Singapore's rising star in the Real Estate Investment Trust (REIT) universe: Keppel DC REIT <a href=\"https://ttm.financial/S/AJBU.SI\">$Keppel DC Reit(AJBU.SI)$</a> ! This isn't your typical REIT; Keppel DC is all about data centres, the lifeblood of our digital economy. 🔥 📌 Video Highlights: 10 Key Aspects of Keppel DC REIT Geographically Diversified Portfolio 🌏 Solid Financial Performance 💰 Unique Technological Edge 🖥️ Friendly Regulatory Environment in Singapore 🇸🇬 Sustainability Initiatives 🍃 Competitive Positioning 📈 And much more! 🟩 In this video, we deep-dive into Keppel DC REIT’s impressive asset portfolio spanning continents, its resilient financials, and why it’s a solid fit f","text":"🟩🟩 Welcome to another episode on \"The Investing Iguana,\" where today we bring you an in-depth analysis of Singapore's rising star in the Real Estate Investment Trust (REIT) universe: Keppel DC REIT $Keppel DC Reit(AJBU.SI)$ ! This isn't your typical REIT; Keppel DC is all about data centres, the lifeblood of our digital economy. 🔥 📌 Video Highlights: 10 Key Aspects of Keppel DC REIT Geographically Diversified Portfolio 🌏 Solid Financial Performance 💰 Unique Technological Edge 🖥️ Friendly Regulatory Environment in Singapore 🇸🇬 Sustainability Initiatives 🍃 Competitive Positioning 📈 And much more! 🟩 In this video, we deep-dive into Keppel DC REIT’s impressive asset portfolio spanning continents, its resilient financials, and why it’s a solid fit f","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/224920478335040","isVote":1,"tweetType":2,"object":{"id":"b199b31198fd48a2998d996cb9e7aa0f","tweetId":"224920478335040","videoUrl":"https://1254107296.vod2.myqcloud.com/8a1ed91dvodsgp1254107296/41370a4e5576678021871750419/AeU47djEzYoA.mp4","poster":"https://community-static.tradeup.com/news/b850c0c7e575bb8af9c16248fa0a130f"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035622057,"gmtCreate":1647588372786,"gmtModify":1676534248164,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Just bought&nbsp;it 2 days ago cos itchy hands and got spare cash. Will hold it for a long, long time. 💪🏼","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Just bought&nbsp;it 2 days ago cos itchy hands and got spare cash. Will hold it for a long, long time. 💪🏼","text":"$Palantir Technologies Inc.(PLTR)$Just bought it 2 days ago cos itchy hands and got spare cash. Will hold it for a long, long time. 💪🏼","images":[{"img":"https://community-static.tradeup.com/news/57f3c817c2d6ed31aa95d6f07b503d89","width":"960","height":"2079"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035622057","isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580625969745490","authorId":"3580625969745490","name":"boonchong","avatar":"https://static.tigerbbs.com/49aa77ad0af13cd80f20edbad1234522","crmLevel":2,"crmLevelSwitch":1,"idStr":"3580625969745490","authorIdStr":"3580625969745490"},"content":"don't get fake by those YouTubers clowns telling u this stock is 100x... if so easyz, my ah ma also know how to invest liao","text":"don't get fake by those YouTubers clowns telling u this stock is 100x... if so easyz, my ah ma also know how to invest liao","html":"don't get fake by those YouTubers clowns telling u this stock is 100x... if so easyz, my ah ma also know how to invest liao"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":185039449964560,"gmtCreate":1686215186898,"gmtModify":1686215191054,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185039449964560","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":218615401218184,"gmtCreate":1694407698335,"gmtModify":1694407702571,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"I have high conviction in Cloudfare. 😊","listText":"I have high conviction in Cloudfare. 😊","text":"I have high conviction in Cloudfare. 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218615401218184","repostId":"2366433019","repostType":2,"repost":{"id":"2366433019","kind":"highlight","pubTimestamp":1694385000,"share":"https://ttm.financial/m/news/2366433019?lang=&edition=fundamental","pubTime":"2023-09-11 06:30","market":"us","language":"en","title":"Up 42% to 138%, Is Now the Time to Buy These 3 Growth Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2366433019","media":"Motley Fool","summary":"These three stocks are filled to the brim with potential -- but are they worth buying right now?","content":"<html><head></head><body><h2 id=\"id_1707780007\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>Shopify&#39;s recent quarterly report shows it can still grow while cutting costs.</p></li><li><p>Past performance indicates that Palantir could continue moving higher despite a rising valuation.</p></li><li><p>Cloudflare&#39;s financial inflection point spells good things for investors.</p></li></ul><p>Without a doubt, growth stocks have been big winners in 2023. Yet, with autumn right around the corner, many growth stocks appear to have stalled out. So, is now the time to buy or the time to bail out?</p><p>This week, three Motley Fool contributors will examine <strong>Shopify</strong>, <strong>Palantir</strong>, and <strong>Cloudflare</strong> to see what&#39;s going on.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5faa3f84250dbe6470b51e9d3e4ddd70\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"466\"/><span>Image source: Getty Images.</span></p><h2 id=\"id_3604912720\">Shopify&#39;s revenue growth is back to levels not seen since 2021.</h2><p><strong>Jake Lerch (Shopify):</strong> Up 86% year to date, Shopify has enjoyed quite the rebound in 2023. Yet, after a dismal 2022, shares of the Canadian e-commerce platform remain more than 61% off their all-time high achieved roughly two years ago. Still, I think Shopify is worth considering because of its massive growth potential.</p><p>In its most recent quarter (the three months ended on June 30, 2023), Shopify reported $1.7 billion in revenue and $55 billion in Gross Market Value (GMV) sales on its platform. That represents year-over-year revenue growth of 31%, nearly double the 16% revenue growth that Shopify recorded a year ago.</p><p>What&#39;s more, the company&#39;s product attach rate (company revenue divided by GMV of all products sold on the platform) increased to a best-ever 3.08% -- meaning Shopify is generating more revenue for each dollar of products sold on its platform. </p><p>In addition, the company&#39;s subscription revenue has grown to $444 million, up 21% from a year ago. Not only is this subscription revenue more consistent, but it&#39;s more profitable. Shopify&#39;s Subscription Solution segment boasts a gross margin of 81%, compared to the company&#39;s overall gross margin of 49%.</p><p>Looking ahead, management anticipates around 20% revenue growth next quarter as the company completes the sale of its logistics business. In addition, Shopify expects free cash flow to increase as its recent cost-cutting measures kick in.</p><p>Overall, Shopify is a company that is trimming the fat and revving up growth -- an excellent combination for a growth stock on the rise.</p><h2 id=\"id_213468650\">A new AI platform breathed new life into this emerging analytics company</h2><p><strong>Will Healy</strong> <strong>(Palantir): </strong>One of the more prominent beneficiaries of this year&#39;s tech rally is Palantir. Year to date, the stock has risen by approximately 140%, even when accounting for a recent pullback.</p><p>Investors piled into Palantir in the spring as the artificial intelligence and machine-learning-related benefits of Palantir&#39;s Gotham and Foundry platforms became more apparent to investors.</p><p>However, the stock reached a new level when Palantir introduced its Artificial Intelligence Platform (AIP) in May. The AIP enhances Palantir&#39;s analysis capabilities, capitalizing on large language models to refine the software package&#39;s analytical results. Despite its recent release in May, more than 100 organizations have begun to use AIP, according to CEO Alex Karp.</p><p>Moreover, even with the massive stock price increase this year, Palantir trades 61% below its all-time high. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9a1194f7b5e4d960a21f147ec8ee59\" alt=\"PLTR data by YCharts.\" title=\"PLTR data by YCharts.\" tg-width=\"720\" tg-height=\"433\"/><span>PLTR data by YCharts.</span></p><p>Despite that discount, it may be a more attractive investment now. Its revenue for the first half of 2023 came in at just under $1.1 billion, a 15% increase from the same period in 2022.</p><p>Also, unlike the days of the 2021 bull market, Palantir now earns a generally accepted accounting principles (GAAP) profit and has done so for three consecutive quarters. In the first two quarters of 2023, it earned $47 million in net income, an improvement over the $281 million loss during the same period in 2022. Interest income accounted for most of that profit, though it reported $14 million in net operating income. Palantir also expects to earn a profit in each of the next two quarters.</p><p>The downside of these improvements is that the price-to-sales (P/S) ratio has risen to 16. While that does not make Palantir a cheap stock, it is less expensive than in the 2021 bull market when the sales multiple rarely fell below 24.</p><p>Ultimately, the fact that the software as a service (SaaS) stock is now profitable should make such valuations more tolerable. As long as more organizations continue turning to Palantir&#39;s technology, investor interest should grow over time.</p><h2 id=\"id_1521400577\">Investors are paying up for Cloudflare&#39;s long-term prospects</h2><p><strong>Justin Pope (Cloudflare):</strong> Shares of this content distribution network (CDN) and internet technology company are up more than 40% in 2023. Despite this comeback, the stock is roughly 70% off its former highs. Cloudflare was a market darling in 2021, and investors bid shares to an eye-popping valuation as high as 113 times sales.</p><p>What makes Cloudflare such an appealing company? It began as a CDN, which houses data centers worldwide. Customers cache their websites and data on these servers. When someone calls up a site, the network will send the information from the closest server, creating faster load times and better reliability. But Cloudflare is taking things further, layering additional products and services such as security on top of its CDN product.</p><p>This encourages revenue growth from existing customers spending more on Cloudflare over time. The company&#39;s dollar retention rate has ranged from 115% to 126% over the past five quarters, meaning it&#39;s growing without adding new customers, though it&#39;s not slouching there either. The company has 174,129 paying customers, and those spending at least $100,000 (2,352) grew 34% year over year in the second quarter.</p><p>Perhaps best of all, Cloudflare has grown enough to generate free cash flow, a big step toward profitability. Management estimates that product innovation and secular growth will raise its addressable market to $204 billion by 2026. In other words, Cloudflare could grow for years to come.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3328b1f5e807dbfbefeb8664493cc17\" alt=\"NET Revenue (TTM) data by YCharts\" title=\"NET Revenue (TTM) data by YCharts\" tg-width=\"720\" tg-height=\"433\"/><span>NET Revenue (TTM) data by YCharts</span></p><p>The stock isn&#39;t necessarily cheap at a price-to-sales ratio (P/S) of 16, but it&#39;s at least feasible (versus 113 times sales) enough for long-term investors. Consider dollar-cost averaging into Cloudflare as a potential cornerstone of the internet over the coming decades.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Up 42% to 138%, Is Now the Time to Buy These 3 Growth Stocks?</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\">\nUp 42% to 138%, Is Now the Time to Buy These 3 Growth Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-11 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/10/up-42-to-138-is-now-the-time-to-buy-these-3-growth/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSShopify's recent quarterly report shows it can still grow while cutting costs.Past performance indicates that Palantir could continue moving higher despite a rising valuation.Cloudflare's ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/10/up-42-to-138-is-now-the-time-to-buy-these-3-growth/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4097":"系统软件","BK4523":"印度概念","SHOP":"Shopify Inc","BK4116":"互联网服务与基础架构","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4528":"SaaS概念","NET":"Cloudflare, Inc.","BK4566":"资本集团","BK4099":"汽车制造商","BK4532":"文艺复兴科技持仓","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTR":"Palantir Technologies Inc.","BK4548":"巴美列捷福持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD"},"source_url":"https://www.fool.com/investing/2023/09/10/up-42-to-138-is-now-the-time-to-buy-these-3-growth/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2366433019","content_text":"KEY POINTSShopify's recent quarterly report shows it can still grow while cutting costs.Past performance indicates that Palantir could continue moving higher despite a rising valuation.Cloudflare's financial inflection point spells good things for investors.Without a doubt, growth stocks have been big winners in 2023. Yet, with autumn right around the corner, many growth stocks appear to have stalled out. So, is now the time to buy or the time to bail out?This week, three Motley Fool contributors will examine Shopify, Palantir, and Cloudflare to see what's going on.Image source: Getty Images.Shopify's revenue growth is back to levels not seen since 2021.Jake Lerch (Shopify): Up 86% year to date, Shopify has enjoyed quite the rebound in 2023. Yet, after a dismal 2022, shares of the Canadian e-commerce platform remain more than 61% off their all-time high achieved roughly two years ago. Still, I think Shopify is worth considering because of its massive growth potential.In its most recent quarter (the three months ended on June 30, 2023), Shopify reported $1.7 billion in revenue and $55 billion in Gross Market Value (GMV) sales on its platform. That represents year-over-year revenue growth of 31%, nearly double the 16% revenue growth that Shopify recorded a year ago.What's more, the company's product attach rate (company revenue divided by GMV of all products sold on the platform) increased to a best-ever 3.08% -- meaning Shopify is generating more revenue for each dollar of products sold on its platform. In addition, the company's subscription revenue has grown to $444 million, up 21% from a year ago. Not only is this subscription revenue more consistent, but it's more profitable. Shopify's Subscription Solution segment boasts a gross margin of 81%, compared to the company's overall gross margin of 49%.Looking ahead, management anticipates around 20% revenue growth next quarter as the company completes the sale of its logistics business. In addition, Shopify expects free cash flow to increase as its recent cost-cutting measures kick in.Overall, Shopify is a company that is trimming the fat and revving up growth -- an excellent combination for a growth stock on the rise.A new AI platform breathed new life into this emerging analytics companyWill Healy (Palantir): One of the more prominent beneficiaries of this year's tech rally is Palantir. Year to date, the stock has risen by approximately 140%, even when accounting for a recent pullback.Investors piled into Palantir in the spring as the artificial intelligence and machine-learning-related benefits of Palantir's Gotham and Foundry platforms became more apparent to investors.However, the stock reached a new level when Palantir introduced its Artificial Intelligence Platform (AIP) in May. The AIP enhances Palantir's analysis capabilities, capitalizing on large language models to refine the software package's analytical results. Despite its recent release in May, more than 100 organizations have begun to use AIP, according to CEO Alex Karp.Moreover, even with the massive stock price increase this year, Palantir trades 61% below its all-time high. PLTR data by YCharts.Despite that discount, it may be a more attractive investment now. Its revenue for the first half of 2023 came in at just under $1.1 billion, a 15% increase from the same period in 2022.Also, unlike the days of the 2021 bull market, Palantir now earns a generally accepted accounting principles (GAAP) profit and has done so for three consecutive quarters. In the first two quarters of 2023, it earned $47 million in net income, an improvement over the $281 million loss during the same period in 2022. Interest income accounted for most of that profit, though it reported $14 million in net operating income. Palantir also expects to earn a profit in each of the next two quarters.The downside of these improvements is that the price-to-sales (P/S) ratio has risen to 16. While that does not make Palantir a cheap stock, it is less expensive than in the 2021 bull market when the sales multiple rarely fell below 24.Ultimately, the fact that the software as a service (SaaS) stock is now profitable should make such valuations more tolerable. As long as more organizations continue turning to Palantir's technology, investor interest should grow over time.Investors are paying up for Cloudflare's long-term prospectsJustin Pope (Cloudflare): Shares of this content distribution network (CDN) and internet technology company are up more than 40% in 2023. Despite this comeback, the stock is roughly 70% off its former highs. Cloudflare was a market darling in 2021, and investors bid shares to an eye-popping valuation as high as 113 times sales.What makes Cloudflare such an appealing company? It began as a CDN, which houses data centers worldwide. Customers cache their websites and data on these servers. When someone calls up a site, the network will send the information from the closest server, creating faster load times and better reliability. But Cloudflare is taking things further, layering additional products and services such as security on top of its CDN product.This encourages revenue growth from existing customers spending more on Cloudflare over time. The company's dollar retention rate has ranged from 115% to 126% over the past five quarters, meaning it's growing without adding new customers, though it's not slouching there either. The company has 174,129 paying customers, and those spending at least $100,000 (2,352) grew 34% year over year in the second quarter.Perhaps best of all, Cloudflare has grown enough to generate free cash flow, a big step toward profitability. Management estimates that product innovation and secular growth will raise its addressable market to $204 billion by 2026. In other words, Cloudflare could grow for years to come.NET Revenue (TTM) data by YChartsThe stock isn't necessarily cheap at a price-to-sales ratio (P/S) of 16, but it's at least feasible (versus 113 times sales) enough for long-term investors. Consider dollar-cost averaging into Cloudflare as a potential cornerstone of the internet over the coming decades.","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":218562396373128,"gmtCreate":1694394757699,"gmtModify":1694394762045,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"It will get better.","listText":"It will get better.","text":"It will get better.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218562396373128","repostId":"218273035972616","repostType":1,"repost":{"id":218273035972616,"gmtCreate":1694324212970,"gmtModify":1694331789231,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"3M Undergoing the Worst and Longest Decline","htmlText":"Founded in 1902, <a href=\"https://ttm.financial/S/MMM\">$3M(MMM)$</a> has carved out a remarkable legacy of innovation, steering its growth for over a century. Renowned for its commitment to research and development, the company boasts a diverse portfolio, spanning from adhesive tapes and Post-it Notes to industrial abrasives and healthcare solutions. This diversified conglomerate has thrived in both bull and bear markets. Let's delve into 3M's recent performance amidst its steepest and most prolonged stock price decline in history, while also exploring its potential for a resurgence. [Smart] Is MMM A Buy? Recent Fall 3M has traversed a challenging period in recent years, witnessing its stock price plummet by a substantial 64.44% since its zenith in 2018, constituting one of the lengthiest","listText":"Founded in 1902, <a href=\"https://ttm.financial/S/MMM\">$3M(MMM)$</a> has carved out a remarkable legacy of innovation, steering its growth for over a century. Renowned for its commitment to research and development, the company boasts a diverse portfolio, spanning from adhesive tapes and Post-it Notes to industrial abrasives and healthcare solutions. This diversified conglomerate has thrived in both bull and bear markets. Let's delve into 3M's recent performance amidst its steepest and most prolonged stock price decline in history, while also exploring its potential for a resurgence. [Smart] Is MMM A Buy? Recent Fall 3M has traversed a challenging period in recent years, witnessing its stock price plummet by a substantial 64.44% since its zenith in 2018, constituting one of the lengthiest","text":"Founded in 1902, $3M(MMM)$ has carved out a remarkable legacy of innovation, steering its growth for over a century. Renowned for its commitment to research and development, the company boasts a diverse portfolio, spanning from adhesive tapes and Post-it Notes to industrial abrasives and healthcare solutions. This diversified conglomerate has thrived in both bull and bear markets. Let's delve into 3M's recent performance amidst its steepest and most prolonged stock price decline in history, while also exploring its potential for a resurgence. [Smart] Is MMM A Buy? Recent Fall 3M has traversed a challenging period in recent years, witnessing its stock price plummet by a substantial 64.44% since its zenith in 2018, constituting one of the lengthiest","images":[{"img":"https://community-static.tradeup.com/news/c2e378f0ceac9e16fb8c3899bb1abefd","width":"604","height":"604"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218273035972616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":218562375241792,"gmtCreate":1694394739014,"gmtModify":1694394742993,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Ophs","listText":"Ophs","text":"Ophs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218562375241792","repostId":"218348007440520","repostType":1,"repost":{"id":218348007440520,"gmtCreate":1694342416651,"gmtModify":1694342423010,"author":{"id":"3576339097425722","authorId":"3576339097425722","name":"Asphen","avatar":"https://community-static.tradeup.com/news/55ff1b64b2787933c17d863ecae83f09","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576339097425722","authorIdStr":"3576339097425722"},"themes":[],"htmlText":"TSLA inverse Head and Shoulder still in play; But hinges on CPI not being too hot! - Coming week CPI market expectation is a high of 0.6! If the figures do not come in lower than 0.6, we might be in for a rude awakening. - MA20 still at 240 support&nbsp; - MA50 and MA5 remains resistance - Likely to stay within range between 240 and 260 until CPI clarity - A hot CPI will likely see 220 down to 209 and then 190 My watch/play - Sold puts (look to close higher strikes in any run early week) - Will sell lower strike puts to capture the pre-CPI volatility&nbsp; Good luck, all! <a href=\"https://ttm.financial/U/3560858852313727\">@macroB &nbsp;</a><a href=\"https://ttm.financial/U/3527667618000160\">@CaptainTiger &nbsp;</a><a href=\"https://ttm.financial/U/3577700186071729\">@Deposit &nbsp;</a>","listText":"TSLA inverse Head and Shoulder still in play; But hinges on CPI not being too hot! - Coming week CPI market expectation is a high of 0.6! If the figures do not come in lower than 0.6, we might be in for a rude awakening. - MA20 still at 240 support&nbsp; - MA50 and MA5 remains resistance - Likely to stay within range between 240 and 260 until CPI clarity - A hot CPI will likely see 220 down to 209 and then 190 My watch/play - Sold puts (look to close higher strikes in any run early week) - Will sell lower strike puts to capture the pre-CPI volatility&nbsp; Good luck, all! <a href=\"https://ttm.financial/U/3560858852313727\">@macroB &nbsp;</a><a href=\"https://ttm.financial/U/3527667618000160\">@CaptainTiger &nbsp;</a><a href=\"https://ttm.financial/U/3577700186071729\">@Deposit &nbsp;</a>","text":"TSLA inverse Head and Shoulder still in play; But hinges on CPI not being too hot! - Coming week CPI market expectation is a high of 0.6! If the figures do not come in lower than 0.6, we might be in for a rude awakening. - MA20 still at 240 support - MA50 and MA5 remains resistance - Likely to stay within range between 240 and 260 until CPI clarity - A hot CPI will likely see 220 down to 209 and then 190 My watch/play - Sold puts (look to close higher strikes in any run early week) - Will sell lower strike puts to capture the pre-CPI volatility Good luck, all! @macroB @CaptainTiger @Deposit","images":[{"img":"https://community-static.tradeup.com/news/eca17509dab32df11feafb10db0dd454","width":"1267","height":"1280"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218348007440520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183743950442656,"gmtCreate":1685880742156,"gmtModify":1685880745912,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"🎉🎉🎉","listText":"🎉🎉🎉","text":"🎉🎉🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183743950442656","repostId":"2340205506","repostType":2,"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019782797,"gmtCreate":1648642661457,"gmtModify":1676534369733,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"She sold, I bought 😂","listText":"She sold, I bought 😂","text":"She sold, I bought 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019782797","repostId":"1183502529","repostType":4,"repost":{"id":"1183502529","kind":"news","pubTimestamp":1648639827,"share":"https://ttm.financial/m/news/1183502529?lang=&edition=fundamental","pubTime":"2022-03-30 19:30","market":"us","language":"en","title":"Who Cares If Cathie Wood Sold All of Her Palantir Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1183502529","media":"InvestorPlace","summary":"With or without Cathie Wood, PLTR stock remains an excellent long-term buy","content":"<html><head></head><body><ul><li><b>Ark Investment Management</b> fully exited its <b>Palantir Technologies</b>(<b>PLTR</b>) position in March.</li><li>Cathie Wood’s firm held more than 30 million shares in early February.</li><li>The portfolio manager’s exit should not influence your decision about the company.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62e47501cb37f39748c0f67b2c5a622f\" tg-width=\"1024\" tg-height=\"576\" width=\"100%\" height=\"auto\"/><span>Source: Spyro the Dragon / Shutterstock.com</span></p><p>It’s been a couple of weeks since star portfolio manager Cathie Wood fully unwound her company’s position in big data analytics firm <b>Palantir Technologies</b>(NYSE:<b>PLTR</b>). The move has done little to hurt PLTR stock.</p><p>It always amuses me when the business media freak out because some big shot is selling a large number of shares in a particular company. In this instance,<i>Benzinga</i> reported on March 10 that Wood took her holdings in Palantir from well over 30 million shares in February down to zero in approximately 13 trades.</p><p>I say this all the time. Investors of every description sell for many reasons. They buy for one.</p><p>If you own Palantir, do not let Wood’s decision affect your view of the company. In the end, you could be right, and she could be wrong. It happens more often than you think.</p><p>Trust your gut. Do not listen to others. That includes me. Here’s why.</p><table><tbody><tr><td><b>PLTR</b></td><td>Palantir Technologies</td><td>$12.89</td></tr></tbody></table><p><b>PLTR Stock Was Less Than 3% of Ark Invest Assets</b></p><p>Wood’s biggest exchange traded fund (ETF) by assets is the <b>ARK Innovation ETF</b>(NYSEARCA:<b>ARKK</b>). It has a turnover rate of 71%. That’s not high by active standards, but it’s high enough. Stocks are going to get sacrificed in the name of better returns. Clearly, Wood felt there was a better place for the estimated $360 million ($12 x 30 million shares).</p><p>ARKK currently has $12.48 billion in total net assets. That means PLTR accounted for 2.9% of the ETF’s portfolio. So if Wood still held, it would be the 15th largest position. But, of course, we know that some of Wood’s other ETFs held Palantir stock, so it held an even less critical role within Ark Invest.</p><p>According to <i>WhaleWisdom</i>, Ark Invest held 35.3 million shares worth $642.5 million at the end of the fourth quarter. They accounted for 1.95% of the $33.1 billion listed on its latest 13F filing.</p><p>If Wood sold her entire position in <b>Tesla</b>(NASDAQ:<b>TSLA</b>), that would be an entirely different situation. Ark Invest has held TSLA since the fourth quarter of 2016. That’s more than 60 months ago or so. Palantir only becam ea public company 19 months ago. The level of commitment is entirely different.</p><p><b>The Proper Course of Action</b></p><p>My<i>InvestorPlace</i>colleague, Larry Ramer, recently said the following about Wood’s departure from Palantir:</p><blockquote>[F]unds managed by Cathie Wood, who for over a year was by far the most visible cheerleader for the company, have sold all of their PLTR stock. When a stock’s most famous bull throws in the towel on it, most investors are not going to want to own the shares for a long time</blockquote><p>Listen, Wood might have been vocal in her support for Palantir, but that’s her schtick. She gets out in front to support the stocks that she owns. I have no problem with cheerleading. She’s done a great job of defending Tesla over the years.</p><p>However, if you think that Wood holds a candle to Peter Thiel’s commitment to Palantir — he owns almost 164 million shares — you haven’t followed the company’s story very closely.</p><p>Like Wood selling Tesla, Thiel unloading Palantir would be a big deal. But, of course, he owns so much it might take him several years to unwind profitably.</p><p>Regular retail investors should pay little attention to what billionaires and money managers are selling and focus on what they’re buying. That’s what matters.</p><p>PLTR Stock Is a Buy for Those Not Easily Influenced</p><p>I would suggest that Palantir is not a stock you should own if you are influenced by what Cathie Wood is selling. She’s irrelevant to your investment decision.</p><p>Instead, it would be best if you were asking yourself why you bought it in the first place. If your thoughts about the company aren’t much different from when you first acquired its shares, you shouldn’t worry about what Cathie Wood is doing. Her interests are entirely different from yours.</p><p>In my last article about Palantir, I said that Palantir was an excellent long-term buy in the teens. It’s dropped 29 cents in the six weeks since. I don’t believe anything has changed about its business. Its sales are growing, but it needs to scale to profitability. I think it will.</p><p>Maybe Cathie Wood doesn’t and that’s why she sold. I couldn’t care less.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Who Cares If Cathie Wood Sold All of Her Palantir 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\">\nWho Cares If Cathie Wood Sold All of Her Palantir Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 19:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/pltr-stock-who-cares-cathie-wood-sold-all-of-her-palantir-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ark Investment Management fully exited its Palantir Technologies(PLTR) position in March.Cathie Wood’s firm held more than 30 million shares in early February.The portfolio manager’s exit should not ...</p>\n\n<a href=\"https://investorplace.com/2022/03/pltr-stock-who-cares-cathie-wood-sold-all-of-her-palantir-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2022/03/pltr-stock-who-cares-cathie-wood-sold-all-of-her-palantir-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183502529","content_text":"Ark Investment Management fully exited its Palantir Technologies(PLTR) position in March.Cathie Wood’s firm held more than 30 million shares in early February.The portfolio manager’s exit should not influence your decision about the company.Source: Spyro the Dragon / Shutterstock.comIt’s been a couple of weeks since star portfolio manager Cathie Wood fully unwound her company’s position in big data analytics firm Palantir Technologies(NYSE:PLTR). The move has done little to hurt PLTR stock.It always amuses me when the business media freak out because some big shot is selling a large number of shares in a particular company. In this instance,Benzinga reported on March 10 that Wood took her holdings in Palantir from well over 30 million shares in February down to zero in approximately 13 trades.I say this all the time. Investors of every description sell for many reasons. They buy for one.If you own Palantir, do not let Wood’s decision affect your view of the company. In the end, you could be right, and she could be wrong. It happens more often than you think.Trust your gut. Do not listen to others. That includes me. Here’s why.PLTRPalantir Technologies$12.89PLTR Stock Was Less Than 3% of Ark Invest AssetsWood’s biggest exchange traded fund (ETF) by assets is the ARK Innovation ETF(NYSEARCA:ARKK). It has a turnover rate of 71%. That’s not high by active standards, but it’s high enough. Stocks are going to get sacrificed in the name of better returns. Clearly, Wood felt there was a better place for the estimated $360 million ($12 x 30 million shares).ARKK currently has $12.48 billion in total net assets. That means PLTR accounted for 2.9% of the ETF’s portfolio. So if Wood still held, it would be the 15th largest position. But, of course, we know that some of Wood’s other ETFs held Palantir stock, so it held an even less critical role within Ark Invest.According to WhaleWisdom, Ark Invest held 35.3 million shares worth $642.5 million at the end of the fourth quarter. They accounted for 1.95% of the $33.1 billion listed on its latest 13F filing.If Wood sold her entire position in Tesla(NASDAQ:TSLA), that would be an entirely different situation. Ark Invest has held TSLA since the fourth quarter of 2016. That’s more than 60 months ago or so. Palantir only becam ea public company 19 months ago. The level of commitment is entirely different.The Proper Course of ActionMyInvestorPlacecolleague, Larry Ramer, recently said the following about Wood’s departure from Palantir:[F]unds managed by Cathie Wood, who for over a year was by far the most visible cheerleader for the company, have sold all of their PLTR stock. When a stock’s most famous bull throws in the towel on it, most investors are not going to want to own the shares for a long timeListen, Wood might have been vocal in her support for Palantir, but that’s her schtick. She gets out in front to support the stocks that she owns. I have no problem with cheerleading. She’s done a great job of defending Tesla over the years.However, if you think that Wood holds a candle to Peter Thiel’s commitment to Palantir — he owns almost 164 million shares — you haven’t followed the company’s story very closely.Like Wood selling Tesla, Thiel unloading Palantir would be a big deal. But, of course, he owns so much it might take him several years to unwind profitably.Regular retail investors should pay little attention to what billionaires and money managers are selling and focus on what they’re buying. That’s what matters.PLTR Stock Is a Buy for Those Not Easily InfluencedI would suggest that Palantir is not a stock you should own if you are influenced by what Cathie Wood is selling. She’s irrelevant to your investment decision.Instead, it would be best if you were asking yourself why you bought it in the first place. If your thoughts about the company aren’t much different from when you first acquired its shares, you shouldn’t worry about what Cathie Wood is doing. Her interests are entirely different from yours.In my last article about Palantir, I said that Palantir was an excellent long-term buy in the teens. It’s dropped 29 cents in the six weeks since. I don’t believe anything has changed about its business. Its sales are growing, but it needs to scale to profitability. I think it will.Maybe Cathie Wood doesn’t and that’s why she sold. I couldn’t care less.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089646841,"gmtCreate":1649990053300,"gmtModify":1676534624046,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"✅&nbsp;","listText":"✅&nbsp;","text":"✅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089646841","repostId":"1132172108","repostType":2,"repost":{"id":"1132172108","kind":"news","pubTimestamp":1649989630,"share":"https://ttm.financial/m/news/1132172108?lang=&edition=fundamental","pubTime":"2022-04-15 10:27","market":"us","language":"en","title":"Apple: Losses Mount In A Big Money Pit","url":"https://stock-news.laohu8.com/highlight/detail?id=1132172108","media":"Seeking Alpha","summary":"SummaryApple has tried to build a strong streaming service by investing heavily in the last few quar","content":"<html><head></head><body><p>Summary</p><ul><li>Apple has tried to build a strong streaming service by investing heavily in the last few quarters.</li><li>However, it is still way behind other competitors with less than 20 million paid subscribers in US and Canada.</li><li>The streaming video business could end up becoming a big money pit for Apple with an estimated budget of over $100 billion over the next decade.</li><li>High churn rate within its streaming service will limit Apple’s ability to increase stickiness within its ecosystem and get pricing leverage for other products and services.</li><li>Despite some good shows, Apple’s current streaming strategy could become a big headwind to earnings over the next few quarters.</li></ul><p>Apple (NASDAQ:AAPL) has been ramping up its investment in the streaming video segment hoping to attract more paying customers. However, it is still far behind most competitors like Disney (DIS), Netflix (NFLX), HBO (WBD), Amazon (AMZN), and others. According to Variety, Apple had mentioned that it has less than 20 million paying customers in US and Canada in the last quarter which allowed the company to pay discounted rates to its production crew. Another estimate mentioned by Observer is 8.1 million paid subscribers in US. These are abysmal numbers when compared to HBO and Disney which were launched after Apple TV+. Even with the lowest subscription rate of $4.99/ month in the industry, Apple could find it difficult to reach a sizable number of paid subscribers within TV+ over the next few years.</p><p>The churn rate for TV+ is one of the highest in the industry. This limits the ability of the company to gain a loyal subscriber base and use its TV+ subscription as an anchor service to promote other services and products. The streaming video business is a money pit that requires billions of dollars in annual content investment. It is likely that Apple&#39;s content budget will exceed $100 billion during this decade. At this rate, the streaming business will likely play a big negative impact on the earnings growth of the company which will be a headwind for Apple stock.</p><p>Subscribers are still elusive</p><p>According to the company&#39;s management, the paid subscriber base in US and Canada is less than 20 million. The company has delivered some Emmy winning shows and we still do not see any major uptick in subscriber base. Even if we take a long-term view of these investments, Apple would need to show at least some progress in subscriber numbers to justify the level of investments. It is spending close to $6.5 billion annually on streaming content which was 10% of the net income in 2020.</p><p><img src=\"https://static.tigerbbs.com/b0a803b0264773eb3d1bbde452a83e0e\" tg-width=\"697\" tg-height=\"377\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Observer</p><p>Figure 1: Apple&#39;s slow progress in the SVOD industry. Source: Observer, Antenna</p><p>The dearth of content could be a lingering issue for the company. Apple has some hit programs like &#34;Ted Lasso&#34;, &#34;For All Mankind&#34; and &#34;The Morning Show&#34;. However, it creates the issue of short-term subscription to the service. Looky-loos take subscription for some time and cancel their membership after watching their desired content. This creates a massive issue of churn rate. Apple&#39;s churn rate is the highest in this industry.</p><p>According to a report by Antenna, Apple&#39;s quarterly churn rate is a staggering 15%. Compared to this, Netflix had a churn rate of only 2.5% and Disney had a churn rate of 4%. Hopefully, as Apple invests heavily over the next few years which should increase its original content library, the churn rate would get lower.</p><p>Money pit</p><p>While talking about the long-term potential of the streaming business, many analysts forget that this is one of the biggest money pits. Disney has already announced an increase in investment to over $30 billion. Netflix is investing over $15 billion. Amazon spent $11 billion on original content in 2020, $13 billion in 2021 and could easily ramp it up to over $20 billion in the next few years. This makes Apple&#39;s investment look paltry even though the company is spending a big chunk of its profits on this service.</p><p>It should not be a surprise if Apple ends up spending over $100 billion in the streaming business in this decade. Even at this investment rate, it would be at the fourth or fifth spot within this industry in terms of investment. This shows the amount of money that is swirling within the streaming video space. Economies of scale work very well within this industry. If Netflix decides to invest another billion on a new series, the cost will be distributed among more than 200 million subscribers. However, if Apple decides to spend a billion dollars on a new program, it will be distributed among less than 20 million subscribers who pay lower subscription costs and have a higher churn rate.</p><p>Lack of anchor service</p><p>Apple does not have a membership like Amazon Prime which can be used to subsidize investment in the streaming business. The retention rate of Amazon Prime members is very high which allows the company to divert funds towards other subscription services like music and streaming video. A lack of anchor service will hurt Apple&#39;s potential to gain new subscribers who can be provided a strong value proposition in this service.</p><p><img src=\"https://static.tigerbbs.com/ab1d704399bc7019ec98710580113491\" tg-width=\"640\" tg-height=\"69\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Company filings</p><p>Figure 2: Amazon&#39;s subscription revenue is over $30 billion in trailing twelve months. Source: Company Filings</p><p>The subscription segment of Amazon has been growing at a strong rate over the last few quarters with annualized revenue rate of $30 billion in the trailing twelve months. Amazon has an anchor service due to Prime membership. It is also doing very well in Echo products and music streaming where it competes directly with Apple. Rapid increase in subscription revenue should allow Amazon to divert more revenue towards streaming video. This will make Amazon one of the biggest competitors for Apple in a number of services. Lack of anchor service by Apple will be the biggest headwind for the company within its subscription business.</p><p>Impact on earnings and stock</p><p>Apple is trying to move away from being labeled a products company to a more service-oriented company. It would be very important for the company to build a strong subscription business to deliver Services growth. Within the subscription business, Apple TV+ plays a central role for the company. Wall Street has given Apple a lot of time to grow its streaming video and subscription business. However, if we continue to find reports of a very low subscriber base, high churn rate, and massive investments then the stock could start showing bearish sentiment.</p><p><img src=\"https://static.tigerbbs.com/30ba72c98c5056d661d0caeb2e9d042e\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts</p><p>Figure 3: Comparison of price and P/S ratio of Apple, Netflix and Disney. Source: YCharts</p><p>We have already seen massive correction in Netflix and Disney stock when they reported fewer net subscription additions. Apple&#39;s streaming business forms a smaller portion of the total valuation for the company. However, Wall Street would still be interested in knowing the improvement in subscriptions within this segment, especially after spending tens of billions of dollars. TV+ could take up investment of 10% to 20% of the net income of Apple over the next few years. This will be a big drag on EPS growth and future estimates should be revised accordingly.</p><p>If the outlook toward streaming industry turns bearish, Apple&#39;s subscription plans can face headwinds which will lead to a big decline in the growth of the Service segment. A lower growth rate in Services segment would be a headwind for Apple stock as it is already trading at close to its peak PE multiple in over a decade.</p><p>Investor takeaway</p><p>Apple has not made much progress in its paid subscriber base within its TV+ service. Recent reports suggest that the paid subscriber numbers would be less than 20 million. On the other hand, Apple is investing heavily in this industry which has a negative impact on profits and earnings over the next few years. Apple&#39;s investment in TV+ has been more than 10% of the net income in 2020 and it could easily increase to over 20% of net income as Apple ramps up investment to match other peers.</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: Losses Mount In A Big Money Pit</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: Losses Mount In A Big Money Pit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 10:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501445-apple-losses-mount-in-a-big-money-pit><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has tried to build a strong streaming service by investing heavily in the last few quarters.However, it is still way behind other competitors with less than 20 million paid subscribers in...</p>\n\n<a href=\"https://seekingalpha.com/article/4501445-apple-losses-mount-in-a-big-money-pit\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4501445-apple-losses-mount-in-a-big-money-pit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132172108","content_text":"SummaryApple has tried to build a strong streaming service by investing heavily in the last few quarters.However, it is still way behind other competitors with less than 20 million paid subscribers in US and Canada.The streaming video business could end up becoming a big money pit for Apple with an estimated budget of over $100 billion over the next decade.High churn rate within its streaming service will limit Apple’s ability to increase stickiness within its ecosystem and get pricing leverage for other products and services.Despite some good shows, Apple’s current streaming strategy could become a big headwind to earnings over the next few quarters.Apple (NASDAQ:AAPL) has been ramping up its investment in the streaming video segment hoping to attract more paying customers. However, it is still far behind most competitors like Disney (DIS), Netflix (NFLX), HBO (WBD), Amazon (AMZN), and others. According to Variety, Apple had mentioned that it has less than 20 million paying customers in US and Canada in the last quarter which allowed the company to pay discounted rates to its production crew. Another estimate mentioned by Observer is 8.1 million paid subscribers in US. These are abysmal numbers when compared to HBO and Disney which were launched after Apple TV+. Even with the lowest subscription rate of $4.99/ month in the industry, Apple could find it difficult to reach a sizable number of paid subscribers within TV+ over the next few years.The churn rate for TV+ is one of the highest in the industry. This limits the ability of the company to gain a loyal subscriber base and use its TV+ subscription as an anchor service to promote other services and products. The streaming video business is a money pit that requires billions of dollars in annual content investment. It is likely that Apple's content budget will exceed $100 billion during this decade. At this rate, the streaming business will likely play a big negative impact on the earnings growth of the company which will be a headwind for Apple stock.Subscribers are still elusiveAccording to the company's management, the paid subscriber base in US and Canada is less than 20 million. The company has delivered some Emmy winning shows and we still do not see any major uptick in subscriber base. Even if we take a long-term view of these investments, Apple would need to show at least some progress in subscriber numbers to justify the level of investments. It is spending close to $6.5 billion annually on streaming content which was 10% of the net income in 2020.ObserverFigure 1: Apple's slow progress in the SVOD industry. Source: Observer, AntennaThe dearth of content could be a lingering issue for the company. Apple has some hit programs like \"Ted Lasso\", \"For All Mankind\" and \"The Morning Show\". However, it creates the issue of short-term subscription to the service. Looky-loos take subscription for some time and cancel their membership after watching their desired content. This creates a massive issue of churn rate. Apple's churn rate is the highest in this industry.According to a report by Antenna, Apple's quarterly churn rate is a staggering 15%. Compared to this, Netflix had a churn rate of only 2.5% and Disney had a churn rate of 4%. Hopefully, as Apple invests heavily over the next few years which should increase its original content library, the churn rate would get lower.Money pitWhile talking about the long-term potential of the streaming business, many analysts forget that this is one of the biggest money pits. Disney has already announced an increase in investment to over $30 billion. Netflix is investing over $15 billion. Amazon spent $11 billion on original content in 2020, $13 billion in 2021 and could easily ramp it up to over $20 billion in the next few years. This makes Apple's investment look paltry even though the company is spending a big chunk of its profits on this service.It should not be a surprise if Apple ends up spending over $100 billion in the streaming business in this decade. Even at this investment rate, it would be at the fourth or fifth spot within this industry in terms of investment. This shows the amount of money that is swirling within the streaming video space. Economies of scale work very well within this industry. If Netflix decides to invest another billion on a new series, the cost will be distributed among more than 200 million subscribers. However, if Apple decides to spend a billion dollars on a new program, it will be distributed among less than 20 million subscribers who pay lower subscription costs and have a higher churn rate.Lack of anchor serviceApple does not have a membership like Amazon Prime which can be used to subsidize investment in the streaming business. The retention rate of Amazon Prime members is very high which allows the company to divert funds towards other subscription services like music and streaming video. A lack of anchor service will hurt Apple's potential to gain new subscribers who can be provided a strong value proposition in this service.Company filingsFigure 2: Amazon's subscription revenue is over $30 billion in trailing twelve months. Source: Company FilingsThe subscription segment of Amazon has been growing at a strong rate over the last few quarters with annualized revenue rate of $30 billion in the trailing twelve months. Amazon has an anchor service due to Prime membership. It is also doing very well in Echo products and music streaming where it competes directly with Apple. Rapid increase in subscription revenue should allow Amazon to divert more revenue towards streaming video. This will make Amazon one of the biggest competitors for Apple in a number of services. Lack of anchor service by Apple will be the biggest headwind for the company within its subscription business.Impact on earnings and stockApple is trying to move away from being labeled a products company to a more service-oriented company. It would be very important for the company to build a strong subscription business to deliver Services growth. Within the subscription business, Apple TV+ plays a central role for the company. Wall Street has given Apple a lot of time to grow its streaming video and subscription business. However, if we continue to find reports of a very low subscriber base, high churn rate, and massive investments then the stock could start showing bearish sentiment.YChartsFigure 3: Comparison of price and P/S ratio of Apple, Netflix and Disney. Source: YChartsWe have already seen massive correction in Netflix and Disney stock when they reported fewer net subscription additions. Apple's streaming business forms a smaller portion of the total valuation for the company. However, Wall Street would still be interested in knowing the improvement in subscriptions within this segment, especially after spending tens of billions of dollars. TV+ could take up investment of 10% to 20% of the net income of Apple over the next few years. This will be a big drag on EPS growth and future estimates should be revised accordingly.If the outlook toward streaming industry turns bearish, Apple's subscription plans can face headwinds which will lead to a big decline in the growth of the Service segment. A lower growth rate in Services segment would be a headwind for Apple stock as it is already trading at close to its peak PE multiple in over a decade.Investor takeawayApple has not made much progress in its paid subscriber base within its TV+ service. Recent reports suggest that the paid subscriber numbers would be less than 20 million. On the other hand, Apple is investing heavily in this industry which has a negative impact on profits and earnings over the next few years. Apple's investment in TV+ has been more than 10% of the net income in 2020 and it could easily increase to over 20% of net income as Apple ramps up investment to match other peers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036867054,"gmtCreate":1647045662431,"gmtModify":1676534190397,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"It's too bloody! 😬","listText":"It's too bloody! 😬","text":"It's too bloody! 😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036867054","repostId":"1101658670","repostType":4,"repost":{"id":"1101658670","kind":"news","pubTimestamp":1647011670,"share":"https://ttm.financial/m/news/1101658670?lang=&edition=fundamental","pubTime":"2022-03-11 23:14","market":"us","language":"en","title":"Is the Stock Market Correction Over?","url":"https://stock-news.laohu8.com/highlight/detail?id=1101658670","media":"YahooFinance","summary":"History shows we could be nearing the end of thestock market's 2022 correction.\"The current correction in stocks is overdue: we have not had a 10%+ S&P 500 correction since the quick bear market of Ma","content":"<html><head></head><body><p>History shows we could be nearing the end of the stock market&#39;s 2022 correction.</p><p>&#34;The current correction in stocks is overdue: we have not had a 10%+ S&amp;P 500 correction since the quick bear market of March 2020. 10%+ corrections have occurred once per year on average since 1930, and have lasted on average 54 trading days before lifting more than 10% from the trough (since January 3, the market has dropped 13% as of Wednesday&#39;s low and Thursday is the 45th trading day),&#34; pointed out Bank of America strategist Savita Subramanian in a new note.</p><p>Despite the compelling history lesson (which suggests we are nine sessions away from a short-term market bottom), there is still a lot coming at investors that could easily take stocks into a bear market.</p><p>Brent crude oil prices traded around $112 a barrel Thursday as traders continued to digest the Biden administration&#39;s ban of imports of Russian oil, liquefied natural gas and coal in response to the country&#39;s war on Ukraine.</p><p>Prices are off their highs of nearly $139 a barrel on optimism U.S. oil majors such as Exxon and Chevron will produce more to make up for any lost Russian output.</p><p>Oil prices have surged roughly 25% since Ukrainian war.</p><p>Prices at U.S. gas pumps have skyrocketed above $4 a gallon on average,notes AAA. Prices have climbed north of $5 a gallon in California.</p><p>&#34;It is not unfathomable for prices to rocket to $200 a barrel by summer, spur a recession and end the year closer to $50 a barrel ($200 call options have been bid),&#34;said RBC Capital Markets analyst Michael Tran on Yahoo Finance Live.</p><p>Meanwhile, large Western companies from McDonald&#39;s to American Express have suspended operations in Russia due to its war. The financial impacts of these companies taking action against Russia — and their global ramifications — could weigh on corporate earnings in the quarters ahead.</p><p>All of these factors combined have Wall Street pros such as Tran worried about a potential U.S. recession this year.</p><p>Whether one happens is unclear, but it&#39;s something the market will have to likely begin factoring in.</p><p>&#34;I have seen a few recessions over my career and they aren&#39;t fun,&#34; XPO Logistics CEO Brad Jacobs said on Yahoo Finance Live. &#34;I don&#39;t know that we are close to a recession. Right now the consumer is very, very strong and the industrial economy is in its early beginnings of growth. We do have to watch the effect of the European war and how that affects the world economy. We do have to look at how oil prices affect the world. And we do have to see how the Fed lands the plane in terms of raising interest rates in a careful way. But we are not close to a recession, absent some big geopolitical jolt. There is too much strength in the economy right now.&#34;</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>Is the Stock Market Correction Over?</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\">\nIs the Stock Market Correction Over?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-11 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/is-the-stock-market-correction-over-172801640.html><strong>YahooFinance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>History shows we could be nearing the end of the stock market's 2022 correction.\"The current correction in stocks is overdue: we have not had a 10%+ S&P 500 correction since the quick bear market of ...</p>\n\n<a href=\"https://finance.yahoo.com/news/is-the-stock-market-correction-over-172801640.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/is-the-stock-market-correction-over-172801640.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101658670","content_text":"History shows we could be nearing the end of the stock market's 2022 correction.\"The current correction in stocks is overdue: we have not had a 10%+ S&P 500 correction since the quick bear market of March 2020. 10%+ corrections have occurred once per year on average since 1930, and have lasted on average 54 trading days before lifting more than 10% from the trough (since January 3, the market has dropped 13% as of Wednesday's low and Thursday is the 45th trading day),\" pointed out Bank of America strategist Savita Subramanian in a new note.Despite the compelling history lesson (which suggests we are nine sessions away from a short-term market bottom), there is still a lot coming at investors that could easily take stocks into a bear market.Brent crude oil prices traded around $112 a barrel Thursday as traders continued to digest the Biden administration's ban of imports of Russian oil, liquefied natural gas and coal in response to the country's war on Ukraine.Prices are off their highs of nearly $139 a barrel on optimism U.S. oil majors such as Exxon and Chevron will produce more to make up for any lost Russian output.Oil prices have surged roughly 25% since Ukrainian war.Prices at U.S. gas pumps have skyrocketed above $4 a gallon on average,notes AAA. Prices have climbed north of $5 a gallon in California.\"It is not unfathomable for prices to rocket to $200 a barrel by summer, spur a recession and end the year closer to $50 a barrel ($200 call options have been bid),\"said RBC Capital Markets analyst Michael Tran on Yahoo Finance Live.Meanwhile, large Western companies from McDonald's to American Express have suspended operations in Russia due to its war. The financial impacts of these companies taking action against Russia — and their global ramifications — could weigh on corporate earnings in the quarters ahead.All of these factors combined have Wall Street pros such as Tran worried about a potential U.S. recession this year.Whether one happens is unclear, but it's something the market will have to likely begin factoring in.\"I have seen a few recessions over my career and they aren't fun,\" XPO Logistics CEO Brad Jacobs said on Yahoo Finance Live. \"I don't know that we are close to a recession. Right now the consumer is very, very strong and the industrial economy is in its early beginnings of growth. We do have to watch the effect of the European war and how that affects the world economy. We do have to look at how oil prices affect the world. And we do have to see how the Fed lands the plane in terms of raising interest rates in a careful way. But we are not close to a recession, absent some big geopolitical jolt. There is too much strength in the economy right now.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061403449,"gmtCreate":1651658082701,"gmtModify":1676534943292,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>I use Google everyday! What about you?","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>I use Google everyday! What about you?","text":"$Alphabet(GOOGL)$I use Google everyday! What about you?","images":[{"img":"https://community-static.tradeup.com/news/31314312e2f398d1c542e6edc1f01896","width":"1125","height":"3701"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061403449","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9073158505,"gmtCreate":1657320994507,"gmtModify":1676535988624,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQM\">$Invesco NASDAQ 100 ETF(QQQM)$</a>💰💰💰","listText":"<a href=\"https://ttm.financial/S/QQQM\">$Invesco NASDAQ 100 ETF(QQQM)$</a>💰💰💰","text":"$Invesco NASDAQ 100 ETF(QQQM)$💰💰💰","images":[{"img":"https://community-static.tradeup.com/news/b3448425443e51fea455bce1bde7eaf2","width":"960","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073158505","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9060771424,"gmtCreate":1651197699105,"gmtModify":1676534869062,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>He just sold $4 billon worth of Tesla share. I don't like it when one single person has so much control over the company.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>He just sold $4 billon worth of Tesla share. I don't like it when one single person has so much control over the company.","text":"$Tesla Motors(TSLA)$He just sold $4 billon worth of Tesla share. I don't like it when one single person has so much control over the company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060771424","isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015955936,"gmtCreate":1649416636136,"gmtModify":1676534508513,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Ophs","listText":"Ophs","text":"Ophs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015955936","repostId":"1171313102","repostType":4,"repost":{"id":"1171313102","kind":"news","pubTimestamp":1649414086,"share":"https://ttm.financial/m/news/1171313102?lang=&edition=fundamental","pubTime":"2022-04-08 18:34","market":"us","language":"en","title":"U.S. Stock Futures Edge Up, Bonds Extend Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1171313102","media":"The Wall Street Journal","summary":"S&P 500 futures point to a second day of recovery, but the index is still on track for its worst wee","content":"<html><head></head><body><p>S&amp;P 500 futures point to a second day of recovery, but the index is still on track for its worst weekly performance in a month</p><p><img src=\"https://static.tigerbbs.com/efe072f72716af19d561817b22998933\" tg-width=\"1178\" tg-height=\"693\" width=\"100%\" height=\"auto\"/></p><p>U.S. stock futures ticked up and government bonds extended their selloff as investors assessed the latest signals about Federal Reserve policy and the war in Ukraine.</p><p>Futures tied to the S&amp;P 500 added 0.1%, pointing to the broad-market index extending gains after it closed up 0.4% on Thursday. Nasdaq-100 futures climbed 0.1%, pointing to similar moves for technology stocks after the opening bell.</p><p>VIX fell 0.1% while VIXmain rose 0.4% separately.</p><p>Gold fell 0.05% to $1936.9.</p><p>The yield on the benchmark 10-year Treasury note rose for the sixth consecutive day, climbing to 2.689% from 2.654% on Thursday and notching a new three-year high. Yields rise when prices fall. Shorter-dated bond yields also advanced, with the 2-year yield rising to 2.514%.</p><p>Stocks have swung and bonds have sold off this week as investors’ concerns about aggressive Federal Reserve policy weighed on markets.Minutes showed that policy makers had considered raising interest rates and unwinding its balance sheet faster.</p><p>Federal Reserve Bank of St. Louis President James Bullard said Thursday that the central bank is behind on its mission to tame inflation and will likely have to act fairly forcefully to get price pressures under control.</p><p>“The Fed has been the number one story and that continues,” said James Athey, an investment manager at Abrdn.“The effect of the sort of tightening that has been discussed, that has a history of being very destabilizing.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc15067760560e5c50ccedd0d6663c7\" tg-width=\"1050\" tg-height=\"699\" width=\"100%\" height=\"auto\"/><span>Traders worked on the floor of the New York Stock Exchange on Thursday.</span></p><p>The S&amp;P 500 reversed direction on Thursday after two days of losses, but is still on track for the worst weekly performance in a month. It is down 1% so far.</p><p>“There’s more headwinds for the equity market yet it continues to grind out gains. After a couple of days of weakness, buying the dip is a learned behavior,” Mr. Athey added.</p><p>The war in Ukraine also continued to worry investors. Russian triggered a new round of sanctions from the U.S. and the European Union this week. The United Nations General Assemblyvoted to suspend Russiafrom its Human Rights Council.</p><p>Oil prices climbed. Global benchmark Brent crude rose 0.7% to trade at $101.26 a barrel, as traders assessed the impact of sanctions and self-sanctioning measures by energy companies on Russian oil output.</p><p>In premarket trading,CrowdStrike shares rose 4% after the cybersecurity software developer said it received a key authorization to work with the Department of Defense.</p><p>Overseas, the pan-continental Stoxx Europe 600 rose 1.2%.Banco BPM jumped 14% after Crédit Agricole said it took a 9.2% stake in the Italian lender. Shares of Crédit Agricole rose 1.4%.</p><p>The ruble weakened 1.7% against the dollar, trading at around 80 rubles to $1. Russian stocks declined 0.7%. The country’s benchmark MOEX stock index has lost over 5% this week.</p><p>In Asia, most major benchmarks closed up. The Shanghai Composite Index added 0.5% while Hong Kong’s Hang Seng Index rose 0.3%. Japan’s Nikkei 225 ticked up 0.4%.</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. Stock Futures Edge Up, Bonds Extend Selloff</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stock Futures Edge Up, Bonds Extend Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 18:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-04-08-2022-11649403396?mod=Searchresults_pos3&page=1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 futures point to a second day of recovery, but the index is still on track for its worst weekly performance in a monthU.S. stock futures ticked up and government bonds extended their selloff ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-04-08-2022-11649403396?mod=Searchresults_pos3&page=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-04-08-2022-11649403396?mod=Searchresults_pos3&page=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171313102","content_text":"S&P 500 futures point to a second day of recovery, but the index is still on track for its worst weekly performance in a monthU.S. stock futures ticked up and government bonds extended their selloff as investors assessed the latest signals about Federal Reserve policy and the war in Ukraine.Futures tied to the S&P 500 added 0.1%, pointing to the broad-market index extending gains after it closed up 0.4% on Thursday. Nasdaq-100 futures climbed 0.1%, pointing to similar moves for technology stocks after the opening bell.VIX fell 0.1% while VIXmain rose 0.4% separately.Gold fell 0.05% to $1936.9.The yield on the benchmark 10-year Treasury note rose for the sixth consecutive day, climbing to 2.689% from 2.654% on Thursday and notching a new three-year high. Yields rise when prices fall. Shorter-dated bond yields also advanced, with the 2-year yield rising to 2.514%.Stocks have swung and bonds have sold off this week as investors’ concerns about aggressive Federal Reserve policy weighed on markets.Minutes showed that policy makers had considered raising interest rates and unwinding its balance sheet faster.Federal Reserve Bank of St. Louis President James Bullard said Thursday that the central bank is behind on its mission to tame inflation and will likely have to act fairly forcefully to get price pressures under control.“The Fed has been the number one story and that continues,” said James Athey, an investment manager at Abrdn.“The effect of the sort of tightening that has been discussed, that has a history of being very destabilizing.”Traders worked on the floor of the New York Stock Exchange on Thursday.The S&P 500 reversed direction on Thursday after two days of losses, but is still on track for the worst weekly performance in a month. It is down 1% so far.“There’s more headwinds for the equity market yet it continues to grind out gains. After a couple of days of weakness, buying the dip is a learned behavior,” Mr. Athey added.The war in Ukraine also continued to worry investors. Russian triggered a new round of sanctions from the U.S. and the European Union this week. The United Nations General Assemblyvoted to suspend Russiafrom its Human Rights Council.Oil prices climbed. Global benchmark Brent crude rose 0.7% to trade at $101.26 a barrel, as traders assessed the impact of sanctions and self-sanctioning measures by energy companies on Russian oil output.In premarket trading,CrowdStrike shares rose 4% after the cybersecurity software developer said it received a key authorization to work with the Department of Defense.Overseas, the pan-continental Stoxx Europe 600 rose 1.2%.Banco BPM jumped 14% after Crédit Agricole said it took a 9.2% stake in the Italian lender. Shares of Crédit Agricole rose 1.4%.The ruble weakened 1.7% against the dollar, trading at around 80 rubles to $1. Russian stocks declined 0.7%. The country’s benchmark MOEX stock index has lost over 5% this week.In Asia, most major benchmarks closed up. The Shanghai Composite Index added 0.5% while Hong Kong’s Hang Seng Index rose 0.3%. Japan’s Nikkei 225 ticked up 0.4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018514477,"gmtCreate":1649061189818,"gmtModify":1676534443415,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPLG\">$SPDR Portfolio S&amp;P 500 ETF(SPLG)$</a>My alternative to VOO.","listText":"<a href=\"https://ttm.financial/S/SPLG\">$SPDR Portfolio S&amp;P 500 ETF(SPLG)$</a>My alternative to VOO.","text":"$SPDR Portfolio S&P 500 ETF(SPLG)$My alternative to VOO.","images":[{"img":"https://community-static.tradeup.com/news/f8567a1a6625bd86f296ba68f93cd644","width":"960","height":"1839"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018514477","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9958222459,"gmtCreate":1673753570171,"gmtModify":1676538881756,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a>Be patient.","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a>Be patient.","text":"$Microsoft(MSFT)$ Be patient.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958222459","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959278291,"gmtCreate":1673014531013,"gmtModify":1676538769754,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://community-static.tradeup.com/news/7af102d7792625d4e5687447a943269e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959278291","repostId":"1103843631","repostType":2,"repost":{"id":"1103843631","kind":"news","pubTimestamp":1673012650,"share":"https://ttm.financial/m/news/1103843631?lang=&edition=fundamental","pubTime":"2023-01-06 21:44","market":"us","language":"en","title":"Apple: Don't Buy A Falling Knife","url":"https://stock-news.laohu8.com/highlight/detail?id=1103843631","media":"Seekingalpha","summary":"SummaryApple Inc.’s shares have dropped into a new down-leg lately.Weakening consumer demand and soa","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple Inc.’s shares have dropped into a new down-leg lately.</li><li>Weakening consumer demand and soaring COVID-19 infection could drive Apple’s shares to further lows.</li><li>EPS and revenue estimate trends are now profoundly negative for Apple.</li></ul><p>Shares of <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a> skidded to a new 1-year low on Tuesday due to growing concerns about the impact of rising Covid-19 infections in China as well as potentially weakening demand for consumer electronics in 2023. Concerns over softening consumer demand are linked to an accelerating decline of device shipments in Q3’22, lower expected iPhone shipments in Q4&#39;22 and uncertainty surrounding China’s economic reopening. Apple’s EPS and revenue estimate trends are negative and the market now expects Apple to see weak growth in FY 2023. With risks to consumer demand growing, investors buying the pullback too early risk buying a falling knife!</p><h3><img src=\"https://static.tigerbbs.com/b27e0db018a996aab7a78534b4825d78\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Fragile market setup likely lead to weak top line growth for Apple in FQ1’23</h3><p>According to data compiled by Gartner, a consulting company, worldwide PC shipments declined 19.5% in the third-quarter with major OEMs, including Apple, seeing considerable volume declines in the PC, laptop and mobile device segments. Apple’s device shipments declined 15.6% year-over-year in Q3’22 and most major manufacturers saw steep, double-digit volume declines in shipments as well.</p><p><img src=\"https://static.tigerbbs.com/df16e5efe30c9cfbd5d833db7df07b41\" tg-width=\"640\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/>Gartner hasn’t released its estimate for Q4’22 global device shipments yet, but chances are that the numbers are not going to look great due to high inflation, weakening consumer demand and high inventory levels in the industry. As a result, Apple’s revenue growth has started to slow down dramatically: in the September-quarter, Apple reported only an 8.1% increase in revenues to $90.1B with hardware growth especially slowing down hard.</p><p><img src=\"https://static.tigerbbs.com/d305e8ea0c7ade53f5c02ce339bc2b3f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Trendforce, a market intelligence provider, estimates that slowing demand as well as labor shortages in China could result in a 22% year over year decline in iPhone shipments in Q1’23. The iPhones segment is the largest business for Apple, responsible for 47.3% of net revenues in the last quarter, and a slowdown in this business is likely to have an outsized impact on Apple&#39;s valuation going forward.</p><p>Back in November 2022, Bloomberg already reported that Apple overestimated iPhone demand. Apple reacted to cooling demand for the iPhone 14 and was said to expect to produce 87M iPhones in 2022, 3M iPhones less than initially expected.</p><h3>Muted growth expectations: analysts don&#39;t expect much from Apple in FY 2023</h3><p>Apple is going to report earnings for its first fiscal quarter of FY 2023 on February 2, 2023 and the estimate trend indicates that analyst are increasingly bearish on the company’s growth prospects. In the last 90 days, EPS estimates for Apple’s FY 2023 have declined consistently due to growing worries about China&#39;s reopening prospects and down-ward EPS revisions outmatch up-ward EPS revisions by a ratio of 37:2. For FY 2023, analyst expect only 1.2% EPS growth for Apple.</p><p><img src=\"https://static.tigerbbs.com/b6f978e36e1a1fbbb1a8ae487d56241d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>The picture doesn’t look much better for Apple’s revenue estimate trend: Analysts now expect Apple to grow its top line only 2.7% in FY 2023 to $404.9B. If the reopening in China does not go well and COVID-19 infections continue to soar, I believe that Apple&#39;s estimate trend could get worse in Q1’23.</p><h3><img src=\"https://static.tigerbbs.com/732a8ccebfae0c061e885b67f2efa8f6\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Stock buybacks and Apple’s valuation</h3><p>Stock buybacks could make a difference for Apple in light of increasing down-side risks and also help stabilize the stock in an increasingly unpredictable operating environment. Apple has a history of financing generous stock buybacks. In the fourth-quarter, Apple repurchased $25.2B of its shares in the market and buybacks in FY 2022 totaled $84.2B. With Apple’s stock making a new 1-year low this week (and the valuation becoming more attractive), stock buybacks now make more sense than at any time in the last year.</p><p><img src=\"https://static.tigerbbs.com/33c69341fdfbb78adf1f155a5661473a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>Apple has lost about 30% of its value in the last year and the company’s market cap most recently dipped below $2T. Based off of earnings, Apple is trading at a forward P/E ratio of 18.7 X which is 24% below its 1-year P/E ratio. Given that Apple is expected to grow its EPS just about 1% this year, I don&#39;t believe that Apple is especially cheap.</p><h3><img src=\"https://static.tigerbbs.com/6c137f41be9d5e64ddf766ce70287b6c\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Final thoughts</h3><p>Apple currently has all the hallmarks of a falling knife: (1) The stock recently slumped to a new 1-year low, (2) Negative sentiment overhang has been created as reflected in declining EPS and revenue estimates, and (3) Consumer spending headwinds in a high-inflation world strongly indicate that Apple’s stock has further to fall. While shares of Apple have become much cheaper lately, the operating environment is challenged and it could get worse if device shipment estimates indicate that the down-turn in the consumer electronics market accelerated in the fourth-quarter. Although stock buybacks could help Apple offset weakness in operating conditions, the overall setup indicates that Apple is going to see a revaluation to the down-side!</p></body></html>","source":"seekingalpha_fund","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: Don't Buy A Falling Knife</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: Don't Buy A Falling Knife\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 21:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568092-apple-dont-buy-a-falling-knife><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple Inc.’s shares have dropped into a new down-leg lately.Weakening consumer demand and soaring COVID-19 infection could drive Apple’s shares to further lows.EPS and revenue estimate trends ...</p>\n\n<a href=\"https://seekingalpha.com/article/4568092-apple-dont-buy-a-falling-knife\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4568092-apple-dont-buy-a-falling-knife","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103843631","content_text":"SummaryApple Inc.’s shares have dropped into a new down-leg lately.Weakening consumer demand and soaring COVID-19 infection could drive Apple’s shares to further lows.EPS and revenue estimate trends are now profoundly negative for Apple.Shares of Apple Inc. skidded to a new 1-year low on Tuesday due to growing concerns about the impact of rising Covid-19 infections in China as well as potentially weakening demand for consumer electronics in 2023. Concerns over softening consumer demand are linked to an accelerating decline of device shipments in Q3’22, lower expected iPhone shipments in Q4'22 and uncertainty surrounding China’s economic reopening. Apple’s EPS and revenue estimate trends are negative and the market now expects Apple to see weak growth in FY 2023. With risks to consumer demand growing, investors buying the pullback too early risk buying a falling knife!Fragile market setup likely lead to weak top line growth for Apple in FQ1’23According to data compiled by Gartner, a consulting company, worldwide PC shipments declined 19.5% in the third-quarter with major OEMs, including Apple, seeing considerable volume declines in the PC, laptop and mobile device segments. Apple’s device shipments declined 15.6% year-over-year in Q3’22 and most major manufacturers saw steep, double-digit volume declines in shipments as well.Gartner hasn’t released its estimate for Q4’22 global device shipments yet, but chances are that the numbers are not going to look great due to high inflation, weakening consumer demand and high inventory levels in the industry. As a result, Apple’s revenue growth has started to slow down dramatically: in the September-quarter, Apple reported only an 8.1% increase in revenues to $90.1B with hardware growth especially slowing down hard.Trendforce, a market intelligence provider, estimates that slowing demand as well as labor shortages in China could result in a 22% year over year decline in iPhone shipments in Q1’23. The iPhones segment is the largest business for Apple, responsible for 47.3% of net revenues in the last quarter, and a slowdown in this business is likely to have an outsized impact on Apple's valuation going forward.Back in November 2022, Bloomberg already reported that Apple overestimated iPhone demand. Apple reacted to cooling demand for the iPhone 14 and was said to expect to produce 87M iPhones in 2022, 3M iPhones less than initially expected.Muted growth expectations: analysts don't expect much from Apple in FY 2023Apple is going to report earnings for its first fiscal quarter of FY 2023 on February 2, 2023 and the estimate trend indicates that analyst are increasingly bearish on the company’s growth prospects. In the last 90 days, EPS estimates for Apple’s FY 2023 have declined consistently due to growing worries about China's reopening prospects and down-ward EPS revisions outmatch up-ward EPS revisions by a ratio of 37:2. For FY 2023, analyst expect only 1.2% EPS growth for Apple.The picture doesn’t look much better for Apple’s revenue estimate trend: Analysts now expect Apple to grow its top line only 2.7% in FY 2023 to $404.9B. If the reopening in China does not go well and COVID-19 infections continue to soar, I believe that Apple's estimate trend could get worse in Q1’23.Stock buybacks and Apple’s valuationStock buybacks could make a difference for Apple in light of increasing down-side risks and also help stabilize the stock in an increasingly unpredictable operating environment. Apple has a history of financing generous stock buybacks. In the fourth-quarter, Apple repurchased $25.2B of its shares in the market and buybacks in FY 2022 totaled $84.2B. With Apple’s stock making a new 1-year low this week (and the valuation becoming more attractive), stock buybacks now make more sense than at any time in the last year.Apple has lost about 30% of its value in the last year and the company’s market cap most recently dipped below $2T. Based off of earnings, Apple is trading at a forward P/E ratio of 18.7 X which is 24% below its 1-year P/E ratio. Given that Apple is expected to grow its EPS just about 1% this year, I don't believe that Apple is especially cheap.Final thoughtsApple currently has all the hallmarks of a falling knife: (1) The stock recently slumped to a new 1-year low, (2) Negative sentiment overhang has been created as reflected in declining EPS and revenue estimates, and (3) Consumer spending headwinds in a high-inflation world strongly indicate that Apple’s stock has further to fall. While shares of Apple have become much cheaper lately, the operating environment is challenged and it could get worse if device shipment estimates indicate that the down-turn in the consumer electronics market accelerated in the fourth-quarter. Although stock buybacks could help Apple offset weakness in operating conditions, the overall setup indicates that Apple is going to see a revaluation to the down-side!","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}