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2022-07-06

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2022-06-30

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2022-06-29

hello

2022-06-25

great

@TigerEvents:Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out "T.I.G.E.R" during your journey for a chance to receive the limited edition 8th Anniversary Gi

2022-06-25

Good

Semiconductor Stocks Gained in Morning Trading

2022-05-11

ok

Intel Launches New AI Chips, Challenging Nvidia's Market

2022-05-10

lucky didnt buy

Upstart Shares Plunged More Than 50% in Morning Trading

2022-04-22

ok

Tesla: The Real Unknown Is In Q2

2022-04-18

like

Sorry, the original content has been removed

2022-03-01

$Tesla Motors(TSLA)$upp

2022-02-17

kk buy more

Tesla Shares Fell 1.29% in Premarket Trading

Go to Tiger App to see more news

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Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022524674","isVote":1,"tweetType":2,"object":{"id":"97af7069aa6440eab7c85601f72b41b1","tweetId":"9022524674","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/5836ee3f387702302012189230/1IRQdazMc4YA.mp4","poster":"https://community-static.tradeup.com/news/f2462b20b2a9a2483ae56cbb54dcb2a7"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041452220,"gmtCreate":1656089937260,"gmtModify":1676535766122,"author":{"id":"4095866484656600","authorId":"4095866484656600","name":"hehehaha1231","avatar":"https://static.itradeup.com/news/a53bf75fcb3f5bb91e6792d88feb71f7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041452220","repostId":"1124472649","repostType":2,"repost":{"id":"1124472649","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1656079455,"share":"https://www.laohu8.com/m/news/1124472649?lang=&edition=full","pubTime":"2022-06-24 22:04","market":"us","language":"en","title":"Semiconductor Stocks Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1124472649","media":"Tiger Newspress","summary":"Semiconductor stocks gained in morning trading. Nvidia, TSMC, ASML, Micron, AMD, Intel, Qualcomm, La","content":"<html><head></head><body><p>Semiconductor stocks gained in morning trading. Nvidia, TSMC, ASML, Micron, AMD, Intel, Qualcomm, Lam Research and Marvell Technology climbed between 1% and 6%.</p><p><img src=\"https://static.tigerbbs.com/149378403769c862815bfbb33e3c833c\" tg-width=\"396\" tg-height=\"722\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nSemiconductor Stocks Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-24 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks gained in morning trading. Nvidia, TSMC, ASML, Micron, AMD, Intel, Qualcomm, Lam Research and Marvell Technology climbed between 1% and 6%.</p><p><img src=\"https://static.tigerbbs.com/149378403769c862815bfbb33e3c833c\" tg-width=\"396\" tg-height=\"722\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","MRVL":"迈威尔科技","KLAC":"科磊","NVDA":"英伟达","AVGO":"博通","MU":"美光科技","INTC":"英特尔","AMD":"美国超微公司","ASML":"阿斯麦","STM":"意法半导体","QCOM":"高通","LRCX":"拉姆研究"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124472649","content_text":"Semiconductor stocks gained in morning trading. Nvidia, TSMC, ASML, Micron, AMD, Intel, Qualcomm, Lam Research and Marvell Technology climbed between 1% and 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065798245,"gmtCreate":1652232071287,"gmtModify":1676535057946,"author":{"id":"4095866484656600","authorId":"4095866484656600","name":"hehehaha1231","avatar":"https://static.itradeup.com/news/a53bf75fcb3f5bb91e6792d88feb71f7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065798245","repostId":"2234690654","repostType":4,"repost":{"id":"2234690654","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1652227921,"share":"https://www.laohu8.com/m/news/2234690654?lang=&edition=full","pubTime":"2022-05-11 08:12","market":"us","language":"en","title":"Intel Launches New AI Chips, Challenging Nvidia's Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2234690654","media":"Reuters","summary":"JERUSALEM/SAN FRANCISCO, May 10 (Reuters) - Intel Corp on Tuesday launched a new chip called Gaudi2 ","content":"<html><head></head><body><p>JERUSALEM/SAN FRANCISCO, May 10 (Reuters) - Intel Corp on Tuesday launched a new chip called Gaudi2 focused on artificial intelligence computing, as the chip manufacturer makes a bigger push into the AI chip market currently dominated by Nvidia Corp   .</p><p>Gaudi2 is the second generation processor by Habana Labs, an Israeli AI chip startup Intel bought in late 2019 for about $2 billion. AI chip startups have been getting huge investments in recent years as AI computing is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the fastest growing areas for data centers.</p><p>Prying market share away from Nvidia has been a challenge as many AI researchers and companies have been accustomed to using Nvidia’s software platform CUDA. So in addition to new chips for AI computing, Intel told Reuters it has been focusing on its software development.</p><p>“CUDA is not a moat that Nvidia can really stand on for long,” said chief business officer at Habana Labs Eitan Medina, adding that Intel’s software platform is open standard, free to download and use from GitHub, the software development site. “Now the question is who can do the work efficiently?”</p><p>Medina said the Gaudi2 was twice as fast as Habana&#39;s previous AI chip and manufactured at Taiwan Semiconductor Manufacturing  Co’s    7-nanometer transistor technology from 16-nanometers previously. Generally the smaller the transistor size, the faster and more powerful the chip is.</p><p>Intel also launched a new chip called Greco for inferencing work: taking an AI algorithm and making a prediction or identifying an object.</p><p>Sandra Rivera, who heads Intel&#39;s data center and AI, said the AI chip market is estimated to grow some 25% a year in the next five years to reach around $50 billion. &#34;We intend to invest and innovate to lead this market,” she said, adding that increasingly the investments will be in software, both for expanding Intel&#39;s team and buying other companies.</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>Intel Launches New AI Chips, Challenging Nvidia's Market</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\">\nIntel Launches New AI Chips, Challenging Nvidia's Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-11 08:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>JERUSALEM/SAN FRANCISCO, May 10 (Reuters) - Intel Corp on Tuesday launched a new chip called Gaudi2 focused on artificial intelligence computing, as the chip manufacturer makes a bigger push into the AI chip market currently dominated by Nvidia Corp   .</p><p>Gaudi2 is the second generation processor by Habana Labs, an Israeli AI chip startup Intel bought in late 2019 for about $2 billion. AI chip startups have been getting huge investments in recent years as AI computing is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the fastest growing areas for data centers.</p><p>Prying market share away from Nvidia has been a challenge as many AI researchers and companies have been accustomed to using Nvidia’s software platform CUDA. So in addition to new chips for AI computing, Intel told Reuters it has been focusing on its software development.</p><p>“CUDA is not a moat that Nvidia can really stand on for long,” said chief business officer at Habana Labs Eitan Medina, adding that Intel’s software platform is open standard, free to download and use from GitHub, the software development site. “Now the question is who can do the work efficiently?”</p><p>Medina said the Gaudi2 was twice as fast as Habana&#39;s previous AI chip and manufactured at Taiwan Semiconductor Manufacturing  Co’s    7-nanometer transistor technology from 16-nanometers previously. Generally the smaller the transistor size, the faster and more powerful the chip is.</p><p>Intel also launched a new chip called Greco for inferencing work: taking an AI algorithm and making a prediction or identifying an object.</p><p>Sandra Rivera, who heads Intel&#39;s data center and AI, said the AI chip market is estimated to grow some 25% a year in the next five years to reach around $50 billion. &#34;We intend to invest and innovate to lead this market,” she said, adding that increasingly the investments will be in software, both for expanding Intel&#39;s team and buying other companies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234690654","content_text":"JERUSALEM/SAN FRANCISCO, May 10 (Reuters) - Intel Corp on Tuesday launched a new chip called Gaudi2 focused on artificial intelligence computing, as the chip manufacturer makes a bigger push into the AI chip market currently dominated by Nvidia Corp   .Gaudi2 is the second generation processor by Habana Labs, an Israeli AI chip startup Intel bought in late 2019 for about $2 billion. AI chip startups have been getting huge investments in recent years as AI computing is one of the fastest growing areas for data centers.Prying market share away from Nvidia has been a challenge as many AI researchers and companies have been accustomed to using Nvidia’s software platform CUDA. So in addition to new chips for AI computing, Intel told Reuters it has been focusing on its software development.“CUDA is not a moat that Nvidia can really stand on for long,” said chief business officer at Habana Labs Eitan Medina, adding that Intel’s software platform is open standard, free to download and use from GitHub, the software development site. “Now the question is who can do the work efficiently?”Medina said the Gaudi2 was twice as fast as Habana's previous AI chip and manufactured at Taiwan Semiconductor Manufacturing  Co’s    7-nanometer transistor technology from 16-nanometers previously. Generally the smaller the transistor size, the faster and more powerful the chip is.Intel also launched a new chip called Greco for inferencing work: taking an AI algorithm and making a prediction or identifying an object.Sandra Rivera, who heads Intel's data center and AI, said the AI chip market is estimated to grow some 25% a year in the next five years to reach around $50 billion. \"We intend to invest and innovate to lead this market,” she said, adding that increasingly the investments will be in software, both for expanding Intel's team and buying other companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065658912,"gmtCreate":1652190887436,"gmtModify":1676535048707,"author":{"id":"4095866484656600","authorId":"4095866484656600","name":"hehehaha1231","avatar":"https://static.itradeup.com/news/a53bf75fcb3f5bb91e6792d88feb71f7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"lucky didnt buy","listText":"lucky didnt buy","text":"lucky didnt buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065658912","repostId":"1136802664","repostType":4,"repost":{"id":"1136802664","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652190253,"share":"https://www.laohu8.com/m/news/1136802664?lang=&edition=full","pubTime":"2022-05-10 21:44","market":"us","language":"en","title":"Upstart Shares Plunged More Than 50% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1136802664","media":"Tiger Newspress","summary":"The company cut its outlook for the full year, as the current macroeconomic climate is expected to weigh on loan volume.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/UPST\">Upstart</a> Shares Plunged More Than 50% in Morning Trading.</p><p>The company cut its outlook for the full year, as the current macroeconomic climate is expected to weigh on loan volume.<img src=\"https://static.tigerbbs.com/fc6f94db7fa65ce9a05ff1bca63d291b\" tg-width=\"875\" tg-height=\"672\" referrerpolicy=\"no-referrer\"/>The company, which uses artificial intelligence in lending decisions, now expects 2022 revenue of roughly $1.25 billion. Its prior forecast was for about $1.4 billion in revenue.</p><p>The rise in consumer interest rates means that &#34;on the margin, a whole bunch of people that would have been approved are no longer approved,&#34; Chief Executive Dave Girouard said on Upstart&#39;s earnings call.</p><p>&#34;So there&#39;s a whole bunch of loans that just never happened at all, and there&#39;s a bunch of people that are still approved, but the interest rate is a few percentage points higher, and a certain fraction of them are going to decide that&#39;s not the product that they want,&#34; he said, especially citing the case of discretionary purchases.</p><p>Additionally, Chief Financial Officer Sanjay Datta noted that while delinquencies were &#34;unnaturally low&#34; for about 18 months, the trend has reversed given the absence of government stimulus activity.</p><p>Delinquency dynamics also contribute to higher interest rates quoted to consumers, he said, though Upstart has seen a stabilization in delinquency trends over the past 60 days.</p><p>&#34;Given the general macro uncertainties and the emerging prospects of a recession later this year, we have deemed it prudent to reflect a higher degree of conservatism in our forward expectations,&#34; Datta said on Upstart&#39;s earnings call.</p><p>For the second quarter, Upstart anticipates revenue of $295 million to $305 million, while analysts had been expecting $335 million.</p><p>The bleaker forecast overshadowed better-than-expected results for Upstart&#39;s most recent quarter, as revenue jumped to $310 million from $121 million, while analysts had been expecting $300 million.</p><p>The company generated $314 million in fee revenue, up 170% from a year prior, whereas the FactSet consensus was for $287 million</p><p>Upstart also reported first-quarter net income of $32.7 million, or 34 cents a share, compared with $10.1 million, or 11 cents a share, in the year-earlier period. After adjusting for stock-based compensation and other expenses, Upstart earned 61 cents a share, up from 22 cents a share a year prior and ahead of the FactSet consensus, which was for 53 cents a share.</p><p>&#34;We are actually quite pleased and quite happy with the results,&#34; Girouard said on the earnings call. While he appreciates &#34;that 2022 is a complicated year in the economy,&#34; he emphasized that he&#39;s &#34;exceptionally confident in the strength of the business and is optimistic about our future, as we have been.&#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>Upstart Shares Plunged More Than 50% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUpstart Shares Plunged More Than 50% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-10 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/UPST\">Upstart</a> Shares Plunged More Than 50% in Morning Trading.</p><p>The company cut its outlook for the full year, as the current macroeconomic climate is expected to weigh on loan volume.<img src=\"https://static.tigerbbs.com/fc6f94db7fa65ce9a05ff1bca63d291b\" tg-width=\"875\" tg-height=\"672\" referrerpolicy=\"no-referrer\"/>The company, which uses artificial intelligence in lending decisions, now expects 2022 revenue of roughly $1.25 billion. Its prior forecast was for about $1.4 billion in revenue.</p><p>The rise in consumer interest rates means that &#34;on the margin, a whole bunch of people that would have been approved are no longer approved,&#34; Chief Executive Dave Girouard said on Upstart&#39;s earnings call.</p><p>&#34;So there&#39;s a whole bunch of loans that just never happened at all, and there&#39;s a bunch of people that are still approved, but the interest rate is a few percentage points higher, and a certain fraction of them are going to decide that&#39;s not the product that they want,&#34; he said, especially citing the case of discretionary purchases.</p><p>Additionally, Chief Financial Officer Sanjay Datta noted that while delinquencies were &#34;unnaturally low&#34; for about 18 months, the trend has reversed given the absence of government stimulus activity.</p><p>Delinquency dynamics also contribute to higher interest rates quoted to consumers, he said, though Upstart has seen a stabilization in delinquency trends over the past 60 days.</p><p>&#34;Given the general macro uncertainties and the emerging prospects of a recession later this year, we have deemed it prudent to reflect a higher degree of conservatism in our forward expectations,&#34; Datta said on Upstart&#39;s earnings call.</p><p>For the second quarter, Upstart anticipates revenue of $295 million to $305 million, while analysts had been expecting $335 million.</p><p>The bleaker forecast overshadowed better-than-expected results for Upstart&#39;s most recent quarter, as revenue jumped to $310 million from $121 million, while analysts had been expecting $300 million.</p><p>The company generated $314 million in fee revenue, up 170% from a year prior, whereas the FactSet consensus was for $287 million</p><p>Upstart also reported first-quarter net income of $32.7 million, or 34 cents a share, compared with $10.1 million, or 11 cents a share, in the year-earlier period. After adjusting for stock-based compensation and other expenses, Upstart earned 61 cents a share, up from 22 cents a share a year prior and ahead of the FactSet consensus, which was for 53 cents a share.</p><p>&#34;We are actually quite pleased and quite happy with the results,&#34; Girouard said on the earnings call. While he appreciates &#34;that 2022 is a complicated year in the economy,&#34; he emphasized that he&#39;s &#34;exceptionally confident in the strength of the business and is optimistic about our future, as we have been.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136802664","content_text":"Upstart Shares Plunged More Than 50% in Morning Trading.The company cut its outlook for the full year, as the current macroeconomic climate is expected to weigh on loan volume.The company, which uses artificial intelligence in lending decisions, now expects 2022 revenue of roughly $1.25 billion. Its prior forecast was for about $1.4 billion in revenue.The rise in consumer interest rates means that \"on the margin, a whole bunch of people that would have been approved are no longer approved,\" Chief Executive Dave Girouard said on Upstart's earnings call.\"So there's a whole bunch of loans that just never happened at all, and there's a bunch of people that are still approved, but the interest rate is a few percentage points higher, and a certain fraction of them are going to decide that's not the product that they want,\" he said, especially citing the case of discretionary purchases.Additionally, Chief Financial Officer Sanjay Datta noted that while delinquencies were \"unnaturally low\" for about 18 months, the trend has reversed given the absence of government stimulus activity.Delinquency dynamics also contribute to higher interest rates quoted to consumers, he said, though Upstart has seen a stabilization in delinquency trends over the past 60 days.\"Given the general macro uncertainties and the emerging prospects of a recession later this year, we have deemed it prudent to reflect a higher degree of conservatism in our forward expectations,\" Datta said on Upstart's earnings call.For the second quarter, Upstart anticipates revenue of $295 million to $305 million, while analysts had been expecting $335 million.The bleaker forecast overshadowed better-than-expected results for Upstart's most recent quarter, as revenue jumped to $310 million from $121 million, while analysts had been expecting $300 million.The company generated $314 million in fee revenue, up 170% from a year prior, whereas the FactSet consensus was for $287 millionUpstart also reported first-quarter net income of $32.7 million, or 34 cents a share, compared with $10.1 million, or 11 cents a share, in the year-earlier period. After adjusting for stock-based compensation and other expenses, Upstart earned 61 cents a share, up from 22 cents a share a year prior and ahead of the FactSet consensus, which was for 53 cents a share.\"We are actually quite pleased and quite happy with the results,\" Girouard said on the earnings call. While he appreciates \"that 2022 is a complicated year in the economy,\" he emphasized that he's \"exceptionally confident in the strength of the business and is optimistic about our future, as we have been.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085065542,"gmtCreate":1650620890929,"gmtModify":1676534765110,"author":{"id":"4095866484656600","authorId":"4095866484656600","name":"hehehaha1231","avatar":"https://static.itradeup.com/news/a53bf75fcb3f5bb91e6792d88feb71f7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085065542","repostId":"1127273424","repostType":2,"repost":{"id":"1127273424","pubTimestamp":1650614437,"share":"https://www.laohu8.com/m/news/1127273424?lang=&edition=full","pubTime":"2022-04-22 16:00","market":"us","language":"en","title":"Tesla: The Real Unknown Is In Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=1127273424","media":"Seeking Alpha","summary":"SummaryTesla reported robust revenue and EPS beats for Q1. It demonstrated the company's remarkable ","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla reported robust revenue and EPS beats for Q1. It demonstrated the company&#39;s remarkable resilience and pricing leadership in a harsh environment.</li><li>Tesla aims to attain 1.5M production units by the end of FY22. It&#39;s looking to resume Shanghai&#39;s ramp quickly.</li><li>However, we discuss why TSLA stock remains a Hold.</li></ul><p>Investment Thesis</p><p>Tesla, Inc. (NASDAQ:TSLA) reported a highly robust FQ1 card yesterday. The market has been tentative about Tesla&#39;s performance going into yesterday&#39;s earnings. However, given TSLA stock&#39;s relative outperformance against its auto peers, the market remains optimistic.</p><p>Therefore, we believe Tesla&#39;s FQ1 performance has been largely priced in. Still, the extent of Tesla&#39;s earnings beats, even when stripping out regulatory credits was highly impressive. In addition, the company&#39;s ability to mitigate its costs of sales while raising prices demonstrated its remarkable production efficiencies and pricing leadership.</p><p>Tesla CEO Elon Musk also emphasized that the company faces supply challenges and has no immediate concerns about demand problems. Therefore, it should also assuage some investors&#39; concerns regarding a more competitive environment. We are also convinced that the company remains well-positioned to succeed in a rapidly growing EV market that will thrive despite a higher inflation environment.</p><p>Nonetheless, we believe the production recovery challenges relating to Q2 should be investors&#39; focus. However, Musk remains confident of Giga Shanghai&#39;s resumption. He also reaffirmed Tesla&#39;s 50% production growth rate and even suggested that 60% growth could be possible by the end of FY22.</p><p>We remain confident of Tesla meeting its guidance for the year. However, we maintain our Hold rating as we think its optimism has been priced in.</p><p>Tesla Achieved 30% Automotive Gross Margin<img src=\"https://static.tigerbbs.com/e540be02de2fcd988d09a07a0b56c0ed\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Tesla auto gross margins ex-credits %(Company filings)</p><p>Tesla delivered several beats in what was a highly remarkable quarter. It indeed demonstrated the prowess of its production efficiency and market leadership as demand continues to outstrip supply. The company reported revenue of $18.8B, up 80.5% YoY (Vs. Street consensus of $18B). It also delivered an adjusted EPS of $3.22, which easily surpassed the consensus estimates of $2.26. Notably, analysts were concerned about the recent supply chain challenges and raw material costs inflation on Tesla&#39;s bottom line. However, Tesla&#39;s robust adjusted EPS performance assured investors of the company&#39;s impressive ability to drive profits in a highly challenging macro climate.</p><p>The company reported regulatory credits of $679M, which was way ahead of consensus estimates of $312M. However, even after stripping out the credits, Tesla still delivered an adjusted EPS of $2.90, significantly higher than the Street&#39;s $2.26 estimate.</p><p>Notably, automotive gross margins ex-credits reached 30% for the first time. In addition, Tesla emphasized it embarked on a series of price increases in anticipation of rising costs moving ahead. While these challenges have not been reflected fully in its P&amp;L, we believe reaching the 30% threshold again in Q2 could be challenging.</p><p>Why Q2 Margins Could Be At Risk?</p><p>Recent commentary from China had discussed its key LFP battery supplier CATL facing significant raw material costs challenges as it is also slated to report its Q1 card. Notably, these challenges are expected to impact its profitability markedly for Q1. In addition, CATL has discussed with its customers to increase prices as their contracts are due for renewal. Therefore, sources in China have suggested that CATL will likely implement marked increases in its prices from Q2. Shanghai Securities News reported (edited):</p><blockquote>One thing is for sure, the surge in upstream battery raw material prices has transmitted the pressure to mainstream battery makers like CATL, according to sources.</blockquote><blockquote>The rise in raw material prices will be further transmitted to electric vehicle companies in the future, and consumers will likely face another wave of new energy vehicle price increases. CATL&#39;s price increase for customers will be implemented in the second quarter. Tesla is still negotiating with CATL and the current discussions are focused on whether to raise prices by 10 percent or 15 percent. -CnEVPost</blockquote><p>Tesla also alluded to such contract renewals in its earnings call. CFO Zachary Kirkhorn accentuated (edited):</p><blockquote>We estimate around 10% to 15% of our cost structure is exposed to raw materials. But, it doesn&#39;t impact us immediately or directly. In some cases, we have contracts with suppliers. But then, as those contracts expire, we have to renegotiate them so that there can be a lag. In some cases, our contracts do directly reflect movement in commodity prices or raw material prices. But the timing in which that Tesla pays for that has a lag associated with it as well based on the contract. (Tesla&#39;s FQ1&#39;22 earnings call)</blockquote><p>Hence, we believe that investors need to watch for the dynamics of these pricing uncertainties that could impact Tesla&#39;s gross margins in FQ2. Furthermore, Tesla&#39;s gross margins in Texas and Berlin are likely to face ramp impact and should be dilutive to margins in the near term. However, Musk remains confident that Tesla could scale rapidly over the next six to nine months in achieving its 1.5M production target. He articulated (edited):</p><blockquote>The production in Q3 and Q4 will be substantially higher. So it seems likely that we&#39;ll be able to produce over 1.5M cars this year. From the point in which you have a factory complete and you&#39;re making a small number of units to the point where it&#39;s producing high-quality vehicles in volume is sort of nine to twelve months from the start of production. But to get to sort of the 5K-a-week level has typically taken us around 12 months from the start of production. (Tesla&#39;s earnings call)</blockquote><p>It Highly Dependent On The Ramp Of Giga Texas and Berlin</p><p>We believe Musk&#39;s optimism is notable. Tesla is estimated to have lost about 50K production from Giga Shanghai&#39;s shutdown. However, the company is committed to recovering the lost output and still aims to produce 1.5M vehicles by the end of FY22. Therefore, it represents a 61.2% YoY growth in production, ahead of the 1.4M consensus estimates. Furthermore, it&#39;s also markedly above its 50% CAGR targeted growth cadence.</p><p><img src=\"https://static.tigerbbs.com/b41adff70096fc68566713a022c89dc6\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Simplification of Model Y structure and manufacturing(Tesla FQ1&#39;22 update)</p><p>But, is it possible? Tesla certainly thinks so. In the earnings call, we gleaned several aspects of management&#39;s optimism from its key learnings from Shanghai&#39;s ramp. Furthermore, it believes that the significant improvements in its highly innovative manufacturing process would be pivotal.</p><p>Readers can refer to the chart above and observe the simplification of Model Y&#39;s structure based on the manufacturing process in its new Giga Texas. Tesla has eliminated more than 1,600 welds and simplified the Model Y&#39;s structure significantly compared to the current Model 3 structure.</p><p>Tesla also elucidated the improvements in the call, as management highlighted (edited):</p><blockquote>Hopefully, we should be able to ramp production faster than Shanghai because we have learned a lot. We don&#39;t want to get complacent or entitled, but this should be a faster ramp because we have learned more, and we have done a lot to simplify the production process of Model Y which should lead us to a faster ramp in Texas and Berlin.</blockquote><blockquote>So we expect to almost double the capacity for the body, for example, reducing the number of robots but doubling our capacity in a lot of areas. Also, there are actually between 10% and 15% fewer stations in the general assembly. (Tesla&#39;s earnings call)</blockquote><p>Is TSLA Stock A Buy, Sell, Or Hold?<img src=\"https://static.tigerbbs.com/368abb37067e32f7e76d699c9eb29ff4\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA stock consensus price targets Vs. stock performance(TIKR)</p><p><img src=\"https://static.tigerbbs.com/8ca46ba1a7fc761e7fd36f3e027b5aec\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA stock NTM FCF yields % and NTM normalized P/E(TIKR)</p><p>TSLA stock is currently up 7% in pre-market trading as the market applauded the remarkable quarter by Musk &amp; Team. We concur that Tesla has demonstrated to its auto and tech peers how to execute in a highly challenging macro environment. Instead of putting out excuses, the Tesla team has continued to thrive in most environments, no matter how harsh they seem.</p><p>However, <i>TSLA stock remains a Hold</i>. We believe that the stock was fairly valued pre-earnings. Furthermore, it has also trended above the average consensus price targets ((PTs)).</p><p>Furthermore, for highly volatile stocks like TSLA, we expect a higher margin of safety to add exposure. As seen above, it&#39;s crucial for investors to demand such a buffer, given its highly aggressive FCF yields and P/E. So, we don&#39;t think TSLA stock looks attractive to enter at the current price levels, no matter the optimism.</p><p>We also don&#39;t think the Q2 margins and ramp headwinds have been adequately priced in and expect more volatility ahead. As a result, patient investors should have more opportunities to add moving forward.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: The Real Unknown Is In Q2</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: The Real Unknown Is In Q2\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502770-tesla-the-real-unknown-is-in-q2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla reported robust revenue and EPS beats for Q1. It demonstrated the company's remarkable resilience and pricing leadership in a harsh environment.Tesla aims to attain 1.5M production units ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502770-tesla-the-real-unknown-is-in-q2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4502770-tesla-the-real-unknown-is-in-q2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127273424","content_text":"SummaryTesla reported robust revenue and EPS beats for Q1. It demonstrated the company's remarkable resilience and pricing leadership in a harsh environment.Tesla aims to attain 1.5M production units by the end of FY22. It's looking to resume Shanghai's ramp quickly.However, we discuss why TSLA stock remains a Hold.Investment ThesisTesla, Inc. (NASDAQ:TSLA) reported a highly robust FQ1 card yesterday. The market has been tentative about Tesla's performance going into yesterday's earnings. However, given TSLA stock's relative outperformance against its auto peers, the market remains optimistic.Therefore, we believe Tesla's FQ1 performance has been largely priced in. Still, the extent of Tesla's earnings beats, even when stripping out regulatory credits was highly impressive. In addition, the company's ability to mitigate its costs of sales while raising prices demonstrated its remarkable production efficiencies and pricing leadership.Tesla CEO Elon Musk also emphasized that the company faces supply challenges and has no immediate concerns about demand problems. Therefore, it should also assuage some investors' concerns regarding a more competitive environment. We are also convinced that the company remains well-positioned to succeed in a rapidly growing EV market that will thrive despite a higher inflation environment.Nonetheless, we believe the production recovery challenges relating to Q2 should be investors' focus. However, Musk remains confident of Giga Shanghai's resumption. He also reaffirmed Tesla's 50% production growth rate and even suggested that 60% growth could be possible by the end of FY22.We remain confident of Tesla meeting its guidance for the year. However, we maintain our Hold rating as we think its optimism has been priced in.Tesla Achieved 30% Automotive Gross MarginTesla auto gross margins ex-credits %(Company filings)Tesla delivered several beats in what was a highly remarkable quarter. It indeed demonstrated the prowess of its production efficiency and market leadership as demand continues to outstrip supply. The company reported revenue of $18.8B, up 80.5% YoY (Vs. Street consensus of $18B). It also delivered an adjusted EPS of $3.22, which easily surpassed the consensus estimates of $2.26. Notably, analysts were concerned about the recent supply chain challenges and raw material costs inflation on Tesla's bottom line. However, Tesla's robust adjusted EPS performance assured investors of the company's impressive ability to drive profits in a highly challenging macro climate.The company reported regulatory credits of $679M, which was way ahead of consensus estimates of $312M. However, even after stripping out the credits, Tesla still delivered an adjusted EPS of $2.90, significantly higher than the Street's $2.26 estimate.Notably, automotive gross margins ex-credits reached 30% for the first time. In addition, Tesla emphasized it embarked on a series of price increases in anticipation of rising costs moving ahead. While these challenges have not been reflected fully in its P&L, we believe reaching the 30% threshold again in Q2 could be challenging.Why Q2 Margins Could Be At Risk?Recent commentary from China had discussed its key LFP battery supplier CATL facing significant raw material costs challenges as it is also slated to report its Q1 card. Notably, these challenges are expected to impact its profitability markedly for Q1. In addition, CATL has discussed with its customers to increase prices as their contracts are due for renewal. Therefore, sources in China have suggested that CATL will likely implement marked increases in its prices from Q2. Shanghai Securities News reported (edited):One thing is for sure, the surge in upstream battery raw material prices has transmitted the pressure to mainstream battery makers like CATL, according to sources.The rise in raw material prices will be further transmitted to electric vehicle companies in the future, and consumers will likely face another wave of new energy vehicle price increases. CATL's price increase for customers will be implemented in the second quarter. Tesla is still negotiating with CATL and the current discussions are focused on whether to raise prices by 10 percent or 15 percent. -CnEVPostTesla also alluded to such contract renewals in its earnings call. CFO Zachary Kirkhorn accentuated (edited):We estimate around 10% to 15% of our cost structure is exposed to raw materials. But, it doesn't impact us immediately or directly. In some cases, we have contracts with suppliers. But then, as those contracts expire, we have to renegotiate them so that there can be a lag. In some cases, our contracts do directly reflect movement in commodity prices or raw material prices. But the timing in which that Tesla pays for that has a lag associated with it as well based on the contract. (Tesla's FQ1'22 earnings call)Hence, we believe that investors need to watch for the dynamics of these pricing uncertainties that could impact Tesla's gross margins in FQ2. Furthermore, Tesla's gross margins in Texas and Berlin are likely to face ramp impact and should be dilutive to margins in the near term. However, Musk remains confident that Tesla could scale rapidly over the next six to nine months in achieving its 1.5M production target. He articulated (edited):The production in Q3 and Q4 will be substantially higher. So it seems likely that we'll be able to produce over 1.5M cars this year. From the point in which you have a factory complete and you're making a small number of units to the point where it's producing high-quality vehicles in volume is sort of nine to twelve months from the start of production. But to get to sort of the 5K-a-week level has typically taken us around 12 months from the start of production. (Tesla's earnings call)It Highly Dependent On The Ramp Of Giga Texas and BerlinWe believe Musk's optimism is notable. Tesla is estimated to have lost about 50K production from Giga Shanghai's shutdown. However, the company is committed to recovering the lost output and still aims to produce 1.5M vehicles by the end of FY22. Therefore, it represents a 61.2% YoY growth in production, ahead of the 1.4M consensus estimates. Furthermore, it's also markedly above its 50% CAGR targeted growth cadence.Simplification of Model Y structure and manufacturing(Tesla FQ1'22 update)But, is it possible? Tesla certainly thinks so. In the earnings call, we gleaned several aspects of management's optimism from its key learnings from Shanghai's ramp. Furthermore, it believes that the significant improvements in its highly innovative manufacturing process would be pivotal.Readers can refer to the chart above and observe the simplification of Model Y's structure based on the manufacturing process in its new Giga Texas. Tesla has eliminated more than 1,600 welds and simplified the Model Y's structure significantly compared to the current Model 3 structure.Tesla also elucidated the improvements in the call, as management highlighted (edited):Hopefully, we should be able to ramp production faster than Shanghai because we have learned a lot. We don't want to get complacent or entitled, but this should be a faster ramp because we have learned more, and we have done a lot to simplify the production process of Model Y which should lead us to a faster ramp in Texas and Berlin.So we expect to almost double the capacity for the body, for example, reducing the number of robots but doubling our capacity in a lot of areas. Also, there are actually between 10% and 15% fewer stations in the general assembly. (Tesla's earnings call)Is TSLA Stock A Buy, Sell, Or Hold?TSLA stock consensus price targets Vs. stock performance(TIKR)TSLA stock NTM FCF yields % and NTM normalized P/E(TIKR)TSLA stock is currently up 7% in pre-market trading as the market applauded the remarkable quarter by Musk & Team. We concur that Tesla has demonstrated to its auto and tech peers how to execute in a highly challenging macro environment. Instead of putting out excuses, the Tesla team has continued to thrive in most environments, no matter how harsh they seem.However, TSLA stock remains a Hold. We believe that the stock was fairly valued pre-earnings. Furthermore, it has also trended above the average consensus price targets ((PTs)).Furthermore, for highly volatile stocks like TSLA, we expect a higher margin of safety to add exposure. As seen above, it's crucial for investors to demand such a buffer, given its highly aggressive FCF yields and P/E. So, we don't think TSLA stock looks attractive to enter at the current price levels, no matter the optimism.We also don't think the Q2 margins and ramp headwinds have been adequately priced in and expect more volatility ahead. As a result, patient investors should have more opportunities to add moving forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081524348,"gmtCreate":1650255625145,"gmtModify":1676534680440,"author":{"id":"4095866484656600","authorId":"4095866484656600","name":"hehehaha1231","avatar":"https://static.itradeup.com/news/a53bf75fcb3f5bb91e6792d88feb71f7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081524348","repostId":"2227600101","repostType":2,"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039719394,"gmtCreate":1646122418613,"gmtModify":1676534093562,"author":{"id":"4095866484656600","authorId":"4095866484656600","name":"hehehaha1231","avatar":"https://static.itradeup.com/news/a53bf75fcb3f5bb91e6792d88feb71f7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>upp","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>upp","text":"$Tesla Motors(TSLA)$upp","images":[{"img":"https://static.itradeup.com/news/31b060632b58f6b266e075bf08ed24da","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039719394","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9094809960,"gmtCreate":1645100393770,"gmtModify":1676533996983,"author":{"id":"4095866484656600","authorId":"4095866484656600","name":"hehehaha1231","avatar":"https://static.itradeup.com/news/a53bf75fcb3f5bb91e6792d88feb71f7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"kk buy more","listText":"kk buy more","text":"kk buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094809960","repostId":"1156097463","repostType":2,"repost":{"id":"1156097463","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645099010,"share":"https://www.laohu8.com/m/news/1156097463?lang=&edition=full","pubTime":"2022-02-17 19:56","market":"us","language":"en","title":"Tesla Shares Fell 1.29% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156097463","media":"Tiger Newspress","summary":"Tesla shares fell 1.29% in premarket trading.The National Highway Traffic Safety Administration (NHT","content":"<html><head></head><body><p>Tesla shares fell 1.29% in premarket trading.<img src=\"https://static.tigerbbs.com/c77fc78db8874ae54baa4fb2ac13740f\" tg-width=\"726\" tg-height=\"571\" width=\"100%\" height=\"auto\"/>The National Highway Traffic Safety Administration (NHTSA) said Thursday it is opening a formal investigation into 416,000 Tesla vehicles over reports of unexpected brake activation tied to its driver assistance system Autopilot.</p><p>The preliminary evaluation covers 2021-2022 Tesla Model 3 and Model Y vehicles in the United States after the agency received 354 complaints about the issue over the past nine months. NHTSA said the vehicles under review have a advanced driver assistance system that Tesla calls Autopilot that allows them to brake and steer automatically within its lanes.</p><p>NHTSA said: &#34;Complainants report that the rapid deceleration can occur without warning, at random, and often repeatedly in a single drive cycle.&#34;</p><p>Earlier this month, NHTSA confirmed it was reviewing consumer complaints that Tesla vehicles were activating the brakes unnecessarily. A preliminary evaluation is the first phase before NHTSA could issue a formal recall demand.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Fell 1.29% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Shares Fell 1.29% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-17 19:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares fell 1.29% in premarket trading.<img src=\"https://static.tigerbbs.com/c77fc78db8874ae54baa4fb2ac13740f\" tg-width=\"726\" tg-height=\"571\" width=\"100%\" height=\"auto\"/>The National Highway Traffic Safety Administration (NHTSA) said Thursday it is opening a formal investigation into 416,000 Tesla vehicles over reports of unexpected brake activation tied to its driver assistance system Autopilot.</p><p>The preliminary evaluation covers 2021-2022 Tesla Model 3 and Model Y vehicles in the United States after the agency received 354 complaints about the issue over the past nine months. NHTSA said the vehicles under review have a advanced driver assistance system that Tesla calls Autopilot that allows them to brake and steer automatically within its lanes.</p><p>NHTSA said: &#34;Complainants report that the rapid deceleration can occur without warning, at random, and often repeatedly in a single drive cycle.&#34;</p><p>Earlier this month, NHTSA confirmed it was reviewing consumer complaints that Tesla vehicles were activating the brakes unnecessarily. A preliminary evaluation is the first phase before NHTSA could issue a formal recall demand.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156097463","content_text":"Tesla shares fell 1.29% in premarket trading.The National Highway Traffic Safety Administration (NHTSA) said Thursday it is opening a formal investigation into 416,000 Tesla vehicles over reports of unexpected brake activation tied to its driver assistance system Autopilot.The preliminary evaluation covers 2021-2022 Tesla Model 3 and Model Y vehicles in the United States after the agency received 354 complaints about the issue over the past nine months. NHTSA said the vehicles under review have a advanced driver assistance system that Tesla calls Autopilot that allows them to brake and steer automatically within its lanes.NHTSA said: \"Complainants report that the rapid deceleration can occur without warning, at random, and often repeatedly in a single drive cycle.\"Earlier this month, NHTSA confirmed it was reviewing consumer complaints that Tesla vehicles were activating the brakes unnecessarily. A preliminary evaluation is the first phase before NHTSA could issue a formal recall demand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9039719394,"gmtCreate":1646122418613,"gmtModify":1676534093562,"author":{"id":"4095866484656600","authorId":"4095866484656600","name":"hehehaha1231","avatar":"https://static.itradeup.com/news/a53bf75fcb3f5bb91e6792d88feb71f7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>upp","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>upp","text":"$Tesla Motors(TSLA)$upp","images":[{"img":"https://static.itradeup.com/news/31b060632b58f6b266e075bf08ed24da","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039719394","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9070741044,"gmtCreate":1657114715288,"gmtModify":1676535951490,"author":{"id":"4095866484656600","authorId":"4095866484656600","name":"hehehaha1231","avatar":"https://static.itradeup.com/news/a53bf75fcb3f5bb91e6792d88feb71f7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"gghygvbbbb","listText":"gghygvbbbb","text":"gghygvbbbb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070741044","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041452220,"gmtCreate":1656089937260,"gmtModify":1676535766122,"author":{"id":"4095866484656600","authorId":"4095866484656600","name":"hehehaha1231","avatar":"https://static.itradeup.com/news/a53bf75fcb3f5bb91e6792d88feb71f7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041452220","repostId":"1124472649","repostType":2,"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041455487,"gmtCreate":1656090071049,"gmtModify":1676535766154,"author":{"id":"4095866484656600","authorId":"4095866484656600","name":"hehehaha1231","avatar":"https://static.itradeup.com/news/a53bf75fcb3f5bb91e6792d88feb71f7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041455487","repostId":"9022524674","repostType":1,"repost":{"id":9022524674,"gmtCreate":1653552819200,"gmtModify":1676535303082,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Time Travel with Tiger, Join the Memorabilia Adventure Now!!!","htmlText":"\n \n \n  Happy Birthday to TIGER!!! 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Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary 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