YiCheng0301 personal page - To The Moon

YiCheng0301

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02-28

$SUPER MICRO COMPUTER INC(SMCI)$

2023-10-31

$Pfizer(PFE)$ cut headcount good news for profit

2023-09-04

Great ariticle, would you like to share it?

@nerdbull1669:Apple Significance of Competitive Moats in Business: Why Moats Matter

2023-04-06

Good

Sorry, the original content has been removed

2023-04-06

Why so slow omgggg Easter egg I'm coming

2023-04-05

repost

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2023-04-05

Heng ah ong ah huat ah

2023-01-14

good

@BrandonTrades: How to find high probability bounces & rejects #daytrading #learntotrade #optionstrading #shorts

2022-08-10

I will stay invested on Elon Musk brilliant 🧠, he can make a difference

2022-07-10

Selamat Hari Raya Haji

Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji

2022-07-01

This will be my H2 performance!

2022-06-12

Tiger give me easy reference to institutions holdings with low fees. Will definitely continue to use this platform in my financial freedom journey. Cheers and happy birthday Tigers warriors! 🎂

2022-06-01

Great

@ccy1122:$Apple(AAPL)$[Like] [Like] [Like] [666] [666] [666] [Heart] [Heart] [Heart] [Cool] [Cool] [Cool] [Victory] [Victory] [Victory]

2022-05-22

#faith

@Brian.L:$Meta Platforms, Inc.(FB)$I consider Meta platforms a turnaround play. It has been hit by short term challenges in its Metaverse project. Plenty of speculators/investors are not convinced by FB story in the Metaverse. Moreover, total number of active users have been stagnated in recent quarters which caused investors to lose faith in the business trying to grow its revenue. I see this as a short term issue and believe that FB management team will turn this around. #faith

2022-04-27

Those who missed 700 USD, now is your second chance towards FIRE

Tesla Loses $126 Bln in Value Amid Musk Twitter Deal Funding Concern

2022-04-24

Yes Jensen Huang will lead the company to another level

Will Nvidia Be a Trillion-Dollar Stock by 2025?

2022-04-18

Thank you for the insightful differentiation for both GEM stock

Apple Vs. Microsoft: Why We Like Apple Better

2022-04-17

Come and hunt the Easter egg

@TigerEvents:🏆【GAME】Hunting Eggs for Extra Saving!

2022-04-17

May I know how to share my stock position?

2022-04-10

After proper analysis of data collected from you, AI know you better than yourself

Palantir Vs. Snowflake Stock: Which Is The Better Buy?

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a>&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278635183861912","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236452045951176,"gmtCreate":1698763246735,"gmtModify":1698763249267,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PFE\">$Pfizer(PFE)$ &nbsp;</a>cut headcount good news for profit&nbsp;","listText":"<a 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Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948384780,"gmtCreate":1680625197740,"gmtModify":1680625201458,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Heng ah ong ah huat ah","listText":"Heng ah ong ah huat ah","text":"Heng ah ong ah huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948384780","isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958170865,"gmtCreate":1673667785357,"gmtModify":1676538873234,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958170865","repostId":"9958349834","repostType":1,"repost":{"id":9958349834,"gmtCreate":1673648449928,"gmtModify":1676538869672,"author":{"id":"10000000000010762","authorId":"10000000000010762","name":"BrandonTrades","avatar":"https://community-static.tradeup.com/news/640c5f3b88e6d5612e643c835a09b28d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010762","authorIdStr":"10000000000010762"},"themes":[],"htmlText":"\n \n \n  How to find high probability bounces &amp; rejects #daytrading #learntotrade #optionstrading #shorts\n \n","listText":"How to find high probability bounces &amp; rejects #daytrading #learntotrade #optionstrading #shorts","text":"How to find high probability bounces & rejects #daytrading #learntotrade #optionstrading #shorts","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958349834","isVote":1,"tweetType":2,"object":{"id":"80fa52f78eaf4c078ee1a008b5e73b66","tweetId":"9958349834","title":"How to find high probability bounces &amp; rejects #daytrading #learntotrade #optionstrading #shorts","videoUrl":"http://v.tigerbbs.com/16736484440109ab01f3c1688dd9db70d77cb0c179dbd.mp4","poster":"https://static.tigerbbs.com/b7d705757d6d11861ffcee6c3ec0abcf","shareLink":"http://v.tigerbbs.com/16736484440109ab01f3c1688dd9db70d77cb0c179dbd.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907068273,"gmtCreate":1660108892095,"gmtModify":1703478038691,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"I will stay&nbsp;invested on Elon Musk brilliant 🧠, he can make a difference&nbsp;","listText":"I will stay&nbsp;invested on Elon Musk brilliant 🧠, he can make a difference&nbsp;","text":"I will stay invested on Elon Musk brilliant 🧠, he can make a difference","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907068273","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073423293,"gmtCreate":1657411828012,"gmtModify":1676536002674,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Selamat Hari Raya Haji","listText":"Selamat Hari Raya Haji","text":"Selamat Hari Raya Haji","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073423293","repostId":"1121190134","repostType":4,"repost":{"id":"1121190134","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657267168,"share":"https://ttm.financial/m/news/1121190134?lang=&edition=fundamental","pubTime":"2022-07-08 15:59","market":"us","language":"en","title":"Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji","url":"https://stock-news.laohu8.com/highlight/detail?id=1121190134","media":"Tiger Newspress","summary":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Pl","content":"<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></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>Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji</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\">\nReminder: SGX Market Will be Closed on July 11 for Hari Raya Haji\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-08 15:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121190134","content_text":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","text":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","html":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044995522,"gmtCreate":1656687265166,"gmtModify":1676535877242,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"This will be my H2&nbsp;performance!&nbsp;","listText":"This will be my H2&nbsp;performance!&nbsp;","text":"This will be my H2 performance!","images":[{"img":"https://community-static.tradeup.com/news/6f3016b2d6fd9b86126f35b688ec6cf1","width":"1080","height":"2329"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044995522","isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9056634246,"gmtCreate":1655001994385,"gmtModify":1676535546241,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Tiger give me easy reference to institutions holdings with low fees. Will definitely continue to use this platform in my financial freedom journey. Cheers and happy birthday Tigers warriors! 🎂","listText":"Tiger give me easy reference to institutions holdings with low fees. Will definitely continue to use this platform in my financial freedom journey. Cheers and happy birthday Tigers warriors! 🎂","text":"Tiger give me easy reference to institutions holdings with low fees. Will definitely continue to use this platform in my financial freedom journey. Cheers and happy birthday Tigers warriors! 🎂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056634246","isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027265535,"gmtCreate":1654043292027,"gmtModify":1676535383410,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"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/9027265535","repostId":"9027280029","repostType":1,"repost":{"id":9027280029,"gmtCreate":1654042500162,"gmtModify":1676535382876,"author":{"id":"4103860021943040","authorId":"4103860021943040","name":"ccy1122","avatar":"https://static.itradeup.com/news/562c0e01bcfc63800f64741051cd9dbe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103860021943040","authorIdStr":"4103860021943040"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;[666]&nbsp;[666]&nbsp;[666]&nbsp;[Heart]&nbsp;[Heart]&nbsp;[Heart]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Victory]&nbsp;[Victory]&nbsp;[Victory]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;[666]&nbsp;[666]&nbsp;[666]&nbsp;[Heart]&nbsp;[Heart]&nbsp;[Heart]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Victory]&nbsp;[Victory]&nbsp;[Victory]&nbsp;","text":"$Apple(AAPL)$[Like] [Like] [Like] [666] [666] [666] [Heart] [Heart] [Heart] [Cool] [Cool] [Cool] [Victory] [Victory] [Victory]","images":[{"img":"https://community-static.tradeup.com/news/d4aca9412a7c8995cf08112d2108d625","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027280029","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028235235,"gmtCreate":1653231493827,"gmtModify":1676535243553,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"#faith","listText":"#faith","text":"#faith","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028235235","repostId":"9028230259","repostType":1,"repost":{"id":9028230259,"gmtCreate":1653230491372,"gmtModify":1676535243366,"author":{"id":"4113807863546282","authorId":"4113807863546282","name":"Brian.L","avatar":"https://community-static.tradeup.com/news/6510b482ecbc9fead97f97f3647bed82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113807863546282","authorIdStr":"4113807863546282"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>I consider Meta platforms a turnaround play. It has been hit by short term challenges in its&nbsp;Metaverse project. Plenty of&nbsp;speculators/investors are not convinced by&nbsp;FB story in the Metaverse. Moreover, total&nbsp;number of active users have been stagnated in recent quarters which caused investors to lose faith in the business trying to grow its revenue. I see this as a short term issue and believe that FB management team will turn this around. #faith","listText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>I consider Meta platforms a turnaround play. It has been hit by short term challenges in its&nbsp;Metaverse project. Plenty of&nbsp;speculators/investors are not convinced by&nbsp;FB story in the Metaverse. Moreover, total&nbsp;number of active users have been stagnated in recent quarters which caused investors to lose faith in the business trying to grow its revenue. I see this as a short term issue and believe that FB management team will turn this around. #faith","text":"$Meta Platforms, Inc.(FB)$I consider Meta platforms a turnaround play. It has been hit by short term challenges in its Metaverse project. Plenty of speculators/investors are not convinced by FB story in the Metaverse. Moreover, total number of active users have been stagnated in recent quarters which caused investors to lose faith in the business trying to grow its revenue. I see this as a short term issue and believe that FB management team will turn this around. #faith","images":[{"img":"https://community-static.tradeup.com/news/e093e8b34b309e3d1f25370f0e8ef234","width":"1125","height":"3104"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028230259","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087274732,"gmtCreate":1651020306505,"gmtModify":1676534834997,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Those who missed 700 USD, now is your second chance towards FIRE","listText":"Those who missed 700 USD, now is your second chance towards FIRE","text":"Those who missed 700 USD, now is your second chance towards FIRE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087274732","repostId":"1179301645","repostType":4,"repost":{"id":"1179301645","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1651015553,"share":"https://ttm.financial/m/news/1179301645?lang=&edition=fundamental","pubTime":"2022-04-27 07:25","market":"us","language":"en","title":"Tesla Loses $126 Bln in Value Amid Musk Twitter Deal Funding Concern","url":"https://stock-news.laohu8.com/highlight/detail?id=1179301645","media":"Reuters","summary":"(Reuters) - $Tesla Inc (TSLA)$ lost $126 billion in value on Tuesday amid investor concerns that Chief Executive Elon Musk may have to sell shares to fund his $21 billion equity contribution to his $4","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc </a> lost $126 billion in value on Tuesday amid investor concerns that Chief Executive Elon Musk may have to sell shares to fund his $21 billion equity contribution to his $44 billion buyout of <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc </a>.</p><p>Tesla is not involved in the Twitter deal, yet its shares have been targeted by speculators after Musk declined to disclose publicly where his cash for the acquisition is coming from. The 12.2% drop in Tesla&#39;s shares on Tuesday equated to a $21 billion drop in the value of his Tesla stake, the same as the $21 billion in cash he committed to the Twitter deal.</p><p>Wedbush Securities analyst Daniel Ives said that worries about upcoming stock sales by Musk and the possibility that he is becoming distracted by Twitter weighed on Tesla shares. &#34;This (is) causing a bear festival on the name,&#34; he said.</p><p>Tesla did not immediately respond to a request for comment.</p><p>To be sure, Tesla&#39;s share plunge came against a challenging backdrop for many technology-related stocks. The Nasdaq closed at its lowest level since December 2020 on Tuesday, as investors worried about slowing global growth and more aggressive rate hikes from the U.S. Federal Reserve.</p><p>Twitter&#39;s shares also slid on Tuesday, falling 3.9% to close at $49.68 even though Musk agreed to buy it on Monday for $54.20 per share in cash. read more The widening spread reflects investor concern that the precipitous decline in Tesla&#39;s shares, from which Musk derives the majority of his $239 billion fortune, could lead the world&#39;s richest person to have second thoughts about the Twitter deal.</p><p>&#34;If Tesla&#39;s share price continues to remain in freefall that will jeopardize his financing,&#34; said OANDA senior market analyst Ed Moya.</p><p>As part of the Tesla deal, Musk also took out a $12.5 billion margin loan tied to his Tesla stock. He had already borrowed against about half of his Tesla shares.</p><p>University of Maryland professor David Kirsch, whose research focuses on innovation and entrepreneurship, said investors started to worry about a &#34;cascade of margin calls&#34; on Musk&#39;s loans.</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 Loses $126 Bln in Value Amid Musk Twitter Deal Funding Concern</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 Loses $126 Bln in Value Amid Musk Twitter Deal Funding Concern\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\">2022-04-27 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc </a> lost $126 billion in value on Tuesday amid investor concerns that Chief Executive Elon Musk may have to sell shares to fund his $21 billion equity contribution to his $44 billion buyout of <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc </a>.</p><p>Tesla is not involved in the Twitter deal, yet its shares have been targeted by speculators after Musk declined to disclose publicly where his cash for the acquisition is coming from. The 12.2% drop in Tesla&#39;s shares on Tuesday equated to a $21 billion drop in the value of his Tesla stake, the same as the $21 billion in cash he committed to the Twitter deal.</p><p>Wedbush Securities analyst Daniel Ives said that worries about upcoming stock sales by Musk and the possibility that he is becoming distracted by Twitter weighed on Tesla shares. &#34;This (is) causing a bear festival on the name,&#34; he said.</p><p>Tesla did not immediately respond to a request for comment.</p><p>To be sure, Tesla&#39;s share plunge came against a challenging backdrop for many technology-related stocks. The Nasdaq closed at its lowest level since December 2020 on Tuesday, as investors worried about slowing global growth and more aggressive rate hikes from the U.S. Federal Reserve.</p><p>Twitter&#39;s shares also slid on Tuesday, falling 3.9% to close at $49.68 even though Musk agreed to buy it on Monday for $54.20 per share in cash. read more The widening spread reflects investor concern that the precipitous decline in Tesla&#39;s shares, from which Musk derives the majority of his $239 billion fortune, could lead the world&#39;s richest person to have second thoughts about the Twitter deal.</p><p>&#34;If Tesla&#39;s share price continues to remain in freefall that will jeopardize his financing,&#34; said OANDA senior market analyst Ed Moya.</p><p>As part of the Tesla deal, Musk also took out a $12.5 billion margin loan tied to his Tesla stock. He had already borrowed against about half of his Tesla shares.</p><p>University of Maryland professor David Kirsch, whose research focuses on innovation and entrepreneurship, said investors started to worry about a &#34;cascade of margin calls&#34; on Musk&#39;s loans.</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":"1179301645","content_text":"(Reuters) - Tesla Inc  lost $126 billion in value on Tuesday amid investor concerns that Chief Executive Elon Musk may have to sell shares to fund his $21 billion equity contribution to his $44 billion buyout of Twitter Inc .Tesla is not involved in the Twitter deal, yet its shares have been targeted by speculators after Musk declined to disclose publicly where his cash for the acquisition is coming from. The 12.2% drop in Tesla's shares on Tuesday equated to a $21 billion drop in the value of his Tesla stake, the same as the $21 billion in cash he committed to the Twitter deal.Wedbush Securities analyst Daniel Ives said that worries about upcoming stock sales by Musk and the possibility that he is becoming distracted by Twitter weighed on Tesla shares. \"This (is) causing a bear festival on the name,\" he said.Tesla did not immediately respond to a request for comment.To be sure, Tesla's share plunge came against a challenging backdrop for many technology-related stocks. The Nasdaq closed at its lowest level since December 2020 on Tuesday, as investors worried about slowing global growth and more aggressive rate hikes from the U.S. Federal Reserve.Twitter's shares also slid on Tuesday, falling 3.9% to close at $49.68 even though Musk agreed to buy it on Monday for $54.20 per share in cash. read more The widening spread reflects investor concern that the precipitous decline in Tesla's shares, from which Musk derives the majority of his $239 billion fortune, could lead the world's richest person to have second thoughts about the Twitter deal.\"If Tesla's share price continues to remain in freefall that will jeopardize his financing,\" said OANDA senior market analyst Ed Moya.As part of the Tesla deal, Musk also took out a $12.5 billion margin loan tied to his Tesla stock. He had already borrowed against about half of his Tesla shares.University of Maryland professor David Kirsch, whose research focuses on innovation and entrepreneurship, said investors started to worry about a \"cascade of margin calls\" on Musk's loans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084978875,"gmtCreate":1650803686305,"gmtModify":1676534795464,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Yes Jensen Huang will lead the company to another level&nbsp;","listText":"Yes Jensen Huang will lead the company to another level&nbsp;","text":"Yes Jensen Huang will lead the company to another level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084978875","repostId":"2229599011","repostType":4,"repost":{"id":"2229599011","kind":"highlight","pubTimestamp":1650691800,"share":"https://ttm.financial/m/news/2229599011?lang=&edition=fundamental","pubTime":"2022-04-23 13:30","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2229599011","media":"Motley Fool","summary":"The chipmaker nearly joined the twelve-zero club last year, but it could be awhile before it gets back there.","content":"<html><head></head><body><p><b>Nvidia</b>&#39;s stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company.</p><p>But after hitting its all-time high, Nvidia&#39;s stock shed over a third of its value and its market cap dropped to less than $550 billion. The bulls fled amid concerns about a post-COVID-lockdown slowdown in PC sales, while rising interest rates exacerbated that pain by sparking a sell-off in higher-growth stocks.</p><p>Can Nvidia regain its momentum and finally join the twelve-zero club by 2025? Let&#39;s examine its upcoming catalysts and challenges to find out.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675321%2Frtx-platform-diagram.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Nvidia.</span></p><h2>Nvidia could face a cyclical slowdown</h2><p>Nvidia&#39;s stock hit an all-time high last year as its gaming and data center GPU business generated dazzling growth throughout the pandemic.</p><p>In the 2022 fiscal year, which ended this January, Nvidia&#39;s revenue surged 61% to $26.91 billion as its adjusted earnings per share (EPS) grew 78%. Its adjusted operating margin jumped 640 basis points to 47.2%. It attributed most of that growth to its robust sales of gaming and data center GPUs.</p><p>But over the next three fiscal years, analysts expect Nvidia&#39;s revenue growth to decelerate as that upgrade cycle cools off. On the bright side, they expect its adjusted operating margin to consistently rise as it benefits from improved scale and pricing power in the GPU market.</p><table border=\"1\" width=\"598\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"239\"><p>Metric</p></th><th width=\"104\"><p>FY 2023 Estimate</p></th><th width=\"94\"><p>FY 2024 Estimate</p></th><th width=\"103\"><p>FY 2025 Estimate</p></th></tr><tr valign=\"TOP\"><td width=\"239\"><p><b>Revenue Growth</b></p></td><td width=\"104\"><p>29%</p></td><td width=\"94\"><p>17%</p></td><td width=\"103\"><p>12%</p></td></tr><tr valign=\"TOP\"><td width=\"239\"><p><b>Adjusted operating margin</b></p></td><td width=\"104\"><p>48.3%</p></td><td width=\"94\"><p>49.4%</p></td><td width=\"103\"><p>51%</p></td></tr><tr valign=\"TOP\"><td width=\"239\"><p><b>Adjusted EPS growth </b></p></td><td width=\"104\"><p>15%</p></td><td width=\"94\"><p>34%</p></td><td width=\"103\"><p>11%</p></td></tr></tbody></table><p>Data source: S&amp;P Global Market Intelligence.</p><p>If those expectations are met, Nvidia would generate $45.64 billion in revenue with an adjusted EPS of $6.59 in fiscal 2025.</p><p>Nvidia currently trades at 16 times its revenue and about 50 times its EPS estimate for fiscal 2023. If Nvidia still trades at those forward valuations at the end of fiscal 2024 and hits the estimates, it would have a market cap of about $730 billion.</p><p>However, those valuations would still be too rich for a company that&#39;s growing its revenue and earnings in the low teens. Therefore, I think Nvidia&#39;s market cap might stay between $500 billion and $700 billion over the next three years as it grapples with a cyclical slowdown in the GPU market.</p><h2>The near-term headwinds</h2><p>Investors should take analysts&#39; estimates with a grain of salt, but Nvidia stock likely needs to take a breather after its big growth spurt over the past few years.</p><p>In <b>HP</b>&#39;s (NYSE: HPQ) latest earnings report, it said its sales of consumer PCs fell 1% year-over-year as it faced tough comparisons to the boost it got from remote work and gaming upgrades during the pandemic. That slowdown doesn&#39;t bode well for Nvidia and other PC chipmakers.</p><p>Meanwhile, data center operators might buy fewer Nvidia GPUs for AI tasks as the usage of cloud-based services decelerates in a post-lockdown market. Waning interest in cryptocurrencies, many of which have lost value this year as investors have rotated out of riskier assets, will also curb sales of its gaming GPUs and dedicated mining chips.</p><p>To make matters worse, <b>Intel</b> (NASDAQ: INTC) plans to disrupt Nvidia and <b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b>&#39;s (NASDAQ: AMD) duopoly in discrete GPUs with its own chips. These new GPUs, which Intel is bundling with its own CPUs, could cause more headaches for Nvidia and AMD as the broader gaming market slows down.</p><h2>The long-term tailwinds</h2><p>Those challenges seem daunting, but Nvidia has weathered plenty of cyclical downturns and competitive threats since its public debut in 1999. It also remains the dominant discrete GPU maker with an 81% market share, according to JPR&#39;s fourth-quarter numbers, compared to AMD&#39;s 19% share.</p><p>The gaming and data center markets should also keep expanding over the next few years. The gaming PC market could expand at a compound annual growth rate (CAGR) of 14.9% between 2021 and 2027, according to Report Ocean, while Research and Markets expects the data center accelerator market to grow at a CAGR of 36.7% between 2021 and 2026.</p><p>If Nvidia continues to dominate both of those growing markets, its cyclical slowdown could end a lot sooner than expected. Its oft-overlooked automotive chip business -- which generated just 2% of revenue in its latest quarter -- could also gain more traction as the automotive sector gradually recovers and develops new connected and autonomous vehicles.</p><h2>Look beyond Nvidia&#39;s market cap</h2><p>Nvidia probably won&#39;t become a trillion-dollar company by 2025, and investors who were spoiled by its 380% rally over the past three years might be a bit disappointed. However, it&#39;s arguably better for Nvidia&#39;s stock to cool off now and reset the market&#39;s expectations instead of flying off the rails with runaway valuations.</p><p>Nvidia&#39;s stock might generate much lower returns over the next three years, but investors shouldn&#39;t abandon the chipmaker yet. Long-term secular tailwinds could still propel its stock to new all-time highs.</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>Will Nvidia Be a Trillion-Dollar Stock by 2025?</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\">\nWill Nvidia Be a Trillion-Dollar Stock by 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 13:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company....</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4543":"AI","BK4529":"IDC概念","BK4579":"人工智能","BK4581":"高盛持仓","NVDA":"英伟达","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品"},"source_url":"https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229599011","content_text":"Nvidia's stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company.But after hitting its all-time high, Nvidia's stock shed over a third of its value and its market cap dropped to less than $550 billion. The bulls fled amid concerns about a post-COVID-lockdown slowdown in PC sales, while rising interest rates exacerbated that pain by sparking a sell-off in higher-growth stocks.Can Nvidia regain its momentum and finally join the twelve-zero club by 2025? Let's examine its upcoming catalysts and challenges to find out.Image source: Nvidia.Nvidia could face a cyclical slowdownNvidia's stock hit an all-time high last year as its gaming and data center GPU business generated dazzling growth throughout the pandemic.In the 2022 fiscal year, which ended this January, Nvidia's revenue surged 61% to $26.91 billion as its adjusted earnings per share (EPS) grew 78%. Its adjusted operating margin jumped 640 basis points to 47.2%. It attributed most of that growth to its robust sales of gaming and data center GPUs.But over the next three fiscal years, analysts expect Nvidia's revenue growth to decelerate as that upgrade cycle cools off. On the bright side, they expect its adjusted operating margin to consistently rise as it benefits from improved scale and pricing power in the GPU market.MetricFY 2023 EstimateFY 2024 EstimateFY 2025 EstimateRevenue Growth29%17%12%Adjusted operating margin48.3%49.4%51%Adjusted EPS growth 15%34%11%Data source: S&P Global Market Intelligence.If those expectations are met, Nvidia would generate $45.64 billion in revenue with an adjusted EPS of $6.59 in fiscal 2025.Nvidia currently trades at 16 times its revenue and about 50 times its EPS estimate for fiscal 2023. If Nvidia still trades at those forward valuations at the end of fiscal 2024 and hits the estimates, it would have a market cap of about $730 billion.However, those valuations would still be too rich for a company that's growing its revenue and earnings in the low teens. Therefore, I think Nvidia's market cap might stay between $500 billion and $700 billion over the next three years as it grapples with a cyclical slowdown in the GPU market.The near-term headwindsInvestors should take analysts' estimates with a grain of salt, but Nvidia stock likely needs to take a breather after its big growth spurt over the past few years.In HP's (NYSE: HPQ) latest earnings report, it said its sales of consumer PCs fell 1% year-over-year as it faced tough comparisons to the boost it got from remote work and gaming upgrades during the pandemic. That slowdown doesn't bode well for Nvidia and other PC chipmakers.Meanwhile, data center operators might buy fewer Nvidia GPUs for AI tasks as the usage of cloud-based services decelerates in a post-lockdown market. Waning interest in cryptocurrencies, many of which have lost value this year as investors have rotated out of riskier assets, will also curb sales of its gaming GPUs and dedicated mining chips.To make matters worse, Intel (NASDAQ: INTC) plans to disrupt Nvidia and AMD's (NASDAQ: AMD) duopoly in discrete GPUs with its own chips. These new GPUs, which Intel is bundling with its own CPUs, could cause more headaches for Nvidia and AMD as the broader gaming market slows down.The long-term tailwindsThose challenges seem daunting, but Nvidia has weathered plenty of cyclical downturns and competitive threats since its public debut in 1999. It also remains the dominant discrete GPU maker with an 81% market share, according to JPR's fourth-quarter numbers, compared to AMD's 19% share.The gaming and data center markets should also keep expanding over the next few years. The gaming PC market could expand at a compound annual growth rate (CAGR) of 14.9% between 2021 and 2027, according to Report Ocean, while Research and Markets expects the data center accelerator market to grow at a CAGR of 36.7% between 2021 and 2026.If Nvidia continues to dominate both of those growing markets, its cyclical slowdown could end a lot sooner than expected. Its oft-overlooked automotive chip business -- which generated just 2% of revenue in its latest quarter -- could also gain more traction as the automotive sector gradually recovers and develops new connected and autonomous vehicles.Look beyond Nvidia's market capNvidia probably won't become a trillion-dollar company by 2025, and investors who were spoiled by its 380% rally over the past three years might be a bit disappointed. However, it's arguably better for Nvidia's stock to cool off now and reset the market's expectations instead of flying off the rails with runaway valuations.Nvidia's stock might generate much lower returns over the next three years, but investors shouldn't abandon the chipmaker yet. Long-term secular tailwinds could still propel its stock to new all-time highs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081545573,"gmtCreate":1650257696739,"gmtModify":1676534680948,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Thank you for the insightful differentiation for both GEM stock","listText":"Thank you for the insightful differentiation for both GEM stock","text":"Thank you for the insightful differentiation for both GEM stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081545573","repostId":"2227600101","repostType":4,"repost":{"id":"2227600101","kind":"news","pubTimestamp":1650248539,"share":"https://ttm.financial/m/news/2227600101?lang=&edition=fundamental","pubTime":"2022-04-18 10:22","market":"us","language":"en","title":"Apple Vs. Microsoft: Why We Like Apple Better","url":"https://stock-news.laohu8.com/highlight/detail?id=2227600101","media":"seekingalpha","summary":"SummaryThe competition between Apple and Microsoft has shaped the evolution of personal computing.Th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The competition between Apple and Microsoft has shaped the evolution of personal computing.</li><li>Their competition will continue in many core areas, but both are good candidates to play the world’s unstoppable shift toward a digital future.</li><li>This article provides an in-depth comparison so you can see why we like Apple better ourselves.</li><li>Our investing roadmap shows Apple provides a higher return potential with its better profitability, better R&amp;D yields, lower valuation, and consumer-centric devices.</li><li>And having a coherent investing roadmap keeps us clear headed, especially during challenging times like this.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f5fd4c711942def6b79ac0bfdd04167\" tg-width=\"750\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/><span>Chip Somodevilla/Getty Images News</span></p><p><b>The investment thesis</b></p><p>The thesis of this article is really simple – under the current conditions, both Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) provide far superior returns for long-term investors than the overall market. The key argument is built on the following chart. This chart also is the roadmap that we use in our Marketplace service to pick our tactical holdings. Having a coherent investing roadmap keeps us clear-headed, especially during challenging times like this.</p><p>You will see from the following chart, AAPL is projected to provide about 13% annual return (“ROI”) in the long term and MSFT about 10%, while the overall market is only about 6.5%. The main reasons are threefold:</p><ul><li>Their far superior ROCE (return on capital employed) over the market average, which gives it the ability to grow without the need for too much capital and subsequently can return most of the earnings to shareholders (either as dividends or share buybacks).</li><li>Their fundamental business models provide a stable moat and enjoy strong secular support.</li><li>Yet both of them sell at a similar valuation compared to the overall market.</li></ul><p>Then we will detail the reasons why we only own AAPL even though both are good candidates to play the world’s unstoppable shift toward a digital future. As you will see, the primary reason is that we like a concentrated portfolio and usually limit our exposure to one sector to one holding. And we choose AAPL because of its better profitability and its consumer-centric business model. We feel consumer stickiness, once established, is longer lasting and harder to change.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f9fbd0e002bec5dc3e06183618e8562\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: author</span></p><p><b>How did we build our roadmap and how did it perform?</b></p><p>The key in building this road is to think like a business owner, not a stock trader. As detailed in our earlier article:</p><blockquote><ul><li><i>The long-term ROI for a business owner is simply determined by two things: A) the price paid to buy the business and B) the quality of the business. More specifically, part A is determined by the owner’s earning yield (“OEY”) when we purchased the business. And that is why PE is the first dimension in our roadmap. Part B is determined by the quality of the business and that is why ROCE, the most important metric for profitability, is the second dimension in our roadmap.</i></li><li><i>Now, the long-term growth rate is governed by ROCE and the Reinvestment Rate. These are the two most important growth engines, and they mutually enhance each other. High ROCE means every $1 reinvested can lead to a higher growth rate, which leads to more future profits and more flexible capital allocation to fuel further growth, and so on. So to summarize:</i></li><li><i>Longer-Term ROI = valuation + quality = OEY + Growth Rate = OEY + ROCE*Reinvestment Rate</i></li></ul></blockquote><p>The performance of our stocks picked using this road is recently updated in this article. Using the date I first published our portfolio on 5/31/2021 as the inception date, our picks have outperformed the S&amp;P 500 by about 11%.</p><p>With this background, the remainder of this article will show how the above roadmap applies to AAPL and MSFT.</p><p><b>APPL vs MSFT: the competitive landscape</b></p><p>AAPL and MSFT compete head-on in many of their core areas, ranging from operation systems, digital ad, mobile devices, PCs and laptops, et al. Besides their own competitions, they also face competition from all sides. No big tech companies stay in their own corner these days. For example, MSFT’s Bing search is in direct competition with Google. GOOG’s Chrome OS and Android OS now have become popular desktop operating systems in the world, directly and meaningfully competing with MSFT Windows and also Apple IOS.</p><p>But overall, they dominate the intersection of technology and consumer access. As such, both are protected by a formidable moat and well positioned to benefit from our world’s continued shifts toward digitalization. And the good news is that the pie is getting bigger itself as our appetite grows exponentially for data, automation, and entertainment.</p><p>Although we like AAPL better ourselves, we really do not see a bad choice here. Investors just need to pick the one that suits their own risk profile and fits in their own circle of competence.</p><p>For us, we understand AAPL’s consumer-centric business model better than MSFT’s enterprise-centric model. AAPL has mastered the interplay of freemium pricing and premium pricing strategy with billions of consumers. It can set substantially higher prices for its products (ranging from iPhone, MacBook, iPad, et al) than Microsoft and Android devices. As you will see immediately below, it has created a profitability category of its own kind.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/520b7911627c79cc9d82b83c715f8170\" tg-width=\"640\" tg-height=\"390\" referrerpolicy=\"no-referrer\"/><span>Source: https://startuptalky.com/apple-vs-microsoft-marketing-strategy/</span></p><p><b>MSFT: more consistent and aggressive R&amp;D</b></p><p>First, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D <i>process</i>. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&amp;D expenditures, and B) has demonstrated a consistent R&amp;D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).</p><p>So let’s first see how well and sustainably MSFT and AAPL can fund their new R&amp;D efforts. The short answer is: Extremely well. The next chart shows the R&amp;D expenses of MSFT and AAPL over the past decade. As seen, both have been consistently investing heavily in R&amp;D. A few observations:</p><ul><li>MSFT has been spending very consistently on R&amp;D, on average about 13% of its total revenue.</li><li>AAPL’s story is a bit more colorful. It did not spend that much on R&amp;D earlier in the decade. Partly because AAPL products were so disruptive at that time and enjoyed a quasi-monopoly status. Partly because Steve Jobs himself did not believe in R&amp;D spending. He commented that “Innovation has nothing to do with how many R&amp;D dollars you have. It&#39;s not about money.”</li><li>Then Tim Cook transitioned it to a different model. He more than doubled the R&amp;D expenses since he took over. The R&amp;D expenses are on average about 6.1% of sales now, still lower than other tech giants in relative terms. But in absolute terms, it&#39;s a mind-boggling amount (exceeding $20 billion in 2021).</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7152ffd849f9eba247a9dc86052864b4\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>Then the next question is, how effective is the R&amp;D process? The short answer is again: Extremely effective. We ourselves like to use a variation of Buffett’s $1 test on R&amp;D expenses. We do not only listen to CEOs’ pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see their words are corroborated by the numbers. And in MSFT and AAPL’s case, they are.</p><p>The purpose of any corporate R&amp;D is obviously to generate profit. Therefore, it&#39;s intuitive to quantify the yield by taking the ratio between profit and R&amp;D expenditures. This way we can quantify how many dollars of profit has been generated per dollar of R&amp;D expenses (i.e., the $1 test), as shown in the next chart. In this chart, I used the operating cash flow as the measure of profit. Also, most R&amp;D investments do not produce any results in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&amp;D. And as a result, we use the three-year moving average of operating cash flow to represent this three-year cycle.</p><p>A few key observations:</p><ul><li>The R&amp;D yield for MSFT is again very consistent, boasting a long-term average of $2.8 of yield per $1 of R&amp;D expenditure. The consistency again shows the stable moat.</li><li>AAPL, as usual, has a more colorful story. As you can see, its R&amp;D yield has been more than $10 in 2013 under the tutelage of Steve Jobs. And it has declined to a range between $4.0 and $5.0 in recent years with an average of $4.3.</li><li>You might interpret the decline of AAPL’s R&amp;D yield as bad news. However, keep in mind that A) the level of profitability AAPL enjoyed in the early part of the decade is simply unsustainable, B) the decline is only relative to its own glorious past.</li><li>Overall, both AAPL and MSFT enjoy R&amp;D yields that are very competitive. To put things under perspective, for the overachieving FAAMG group, their average R&amp;D yield is “only” about $2.5.</li></ul><p>Then as we will next, both MSFT and AAPL enjoy superb profitability to fuel their R&amp;D efforts sustainably, which will lead to sustainable growth in turn.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7759bd87d22eab2200f1865c5436dc14\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Both enjoy superb profitability but AAPL in its own category</b></p><p>When we think of long-term growth (like in 10 years or more), the framework I use is the following. In the long term, the growth rate is “simply” the product of ROCE and reinvestment rate, i.e.,</p><p><b>Long-Term Growth Rate = ROCE * Reinvestment Rate</b></p><p>ROCE stands for the return on capital employed and is the most important metric for measuring profitability. Note that ROCE is different from the return on equity (and more fundamental and important in my view). ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income – a key to estimating the long-term growth rate.</p><p>The detailed background ROCE has been detailed in my early articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized.</p><p>Based on the above considerations, the ROCE of MSFT and AAPL over the past decade is shown below. As seen,</p><ul><li>MSFT again is able to maintain a remarkably high ROCE and consistent level of ROCE: On average about 67% in recent years.</li><li>AAPL’s ROCE again has “declined” from an unsustainable level of 200% to 300% in the early years of the decade to the current level of around 150% in recent years.</li><li>But the keyword here is again <i>relative</i>. Their current level of ROCE may be higher or lower relative to each other or their own past. But any ROCE above 60% is remarkable. To put things under perspective, the overachievers in the FAAMG pack have an average ROCE of around 50% in recent years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/595c877bbeb53f45b4d80d0d41b7ba50\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>In terms of reinvestment rate, both companies enjoy enviable capital allocation flexibility. The capital allocation picture is really simple for both companies here: Both earn a load of cash organically from their operations but do not need to spend much.</p><p>Given their high ROCE, it obviously makes total sense to reinvest as much of their earnings back into the business to fuel further growth as possible. But the problem is that for businesses at this scale, there are just not that many opportunities to reinvest the earnings. As a result, both have been allocating a large part of the remaining earnings to buy back shares. According to the current financials available on Seeking Alpha, as of TTM 2022, MSFT has been spending about 33% of the OPC on average on share repurchases, and AAPL even higher, about 77%.</p><p>All told, my estimates are that MSFT has been maintaining a reinvestment rate between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%. And we will see the implications of the investment rates next.</p><p><b>Back to the roadmap</b></p><p>For AAPL, at its current price levels, the OEY is about ~3.8%. The growth rate is about 7.5% assuming a 7.5% reinvestment and a ROCE of 100% to be a bit conservative, resulting in a double-digit ROI already! For MSFT, the OEY is about ~3.3%. The growth rate is about 6.7% assuming a 10% reinvestment and a ROCE of 67%, resulting in about 10% ROI.</p><p>This is a key insight that we&#39;ve learned from Buffett – when you think like a business owner, you do not need a 10% growth rate to achieve a 10% return. We feel much more comfortable with a few percent of reliable and sustainable growth rate in stocks that we understand well.</p><p>The road map below shows the ROI based on an assumption of a 10% reinvestment rate, which is the average rate for the large and mature businesses in the S&amp;P 500 index. Admittedly, both MSFT&#39;s and AAPL’s reinvestment rate (especially APPL) is not as high as 10% currently. So the total ROI would be a bit lower than what is shown in the roadmap below. However, note that both boast strong cash generation capability and fortress balance sheet, which provide the optionality to crank up reinvestment rates or to boost growth through acquisitions.</p><p>In contrast, the overall market is currently valued at about 26.5x PE, resulting in an OEY of about 3.8%. however, the overall market’s ROCE is on the order of 20% or so. And with a 10% reinvestment rate, the growth rate would be about 2%, leading to a long-term ROI of about 6% per year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f9fbd0e002bec5dc3e06183618e8562\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: author</span></p><p><b>Risks</b></p><p>First and foremost, I do not see any structural risk associated with AAPL or MSFT at this moment. Remotely, there might be an antitrust regulatory risk. But even if it comes to that, I&#39;m not entirely certain if it will be bad for AAPL or MSFT investors for sure. If it really comes to that and the company has to be broken up, the market would be forced to value each of its business segments separately. And such a complete and transparent valuation may or may not result in a lower valuation.</p><p>There can be significant short-term volatility risks too. Regardless of AAPL and MSFT scale and business model, the valuation is at a high level and the overall market itself is also near a historical record valuation. There are several large macroeconomic and geopolitical uncertainties unfolding right now, including the pandemic, Ukraine conflicts, global logistic chain interruptions, and Fed’s interest rate decisions. Such a combination of high valuation and high volatility certainly could cause short terms risks – but are irrelevant for the long term.</p><p><b>Conclusion and final thought</b></p><p>When we invest like a business owner, not a stock trader, our long-term ROI is simply the sum of two things: A) the price paid to buy the business and B) the quality of the business. In both MSFT and AAPL’s case, they provide a far superior return for long-term investors than the overall market because of their far superior ROCE over the market average. Such high ROCE gives it the ability to grow without the need for too much capital and subsequently can return most of the earnings to shareholders (either as dividends or share buybacks).</p><p>The key takeaways are:</p><ul><li>Both dominate the intersection of technology and consumer access and both are protected by a formidable moat. They both provide favorable odds for double-digit returns in the long term.</li><li>As such, we really do not see a bad choice here. Investors just need to pick the one that suits their own risk profile and fits in their own circle of competence.</li><li>We like AAPL better ourselves mostly because we understand its consumer-centric business model better. We understand the roots of its superb profitability and consumer stickiness. After all and above all, having a coherent investing roadmap and staying within one’s circle of competence is the key to investing.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Microsoft: Why We Like Apple Better</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 Vs. Microsoft: Why We Like Apple Better\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501666-apple-vs-microsoft-why-we-like-apple-better><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe competition between Apple and Microsoft has shaped the evolution of personal computing.Their competition will continue in many core areas, but both are good candidates to play the world’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501666-apple-vs-microsoft-why-we-like-apple-better\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4575":"芯片概念","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","MSFT":"微软","BK4566":"资本集团","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","AAPL":"苹果","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4525":"远程办公概念"},"source_url":"https://seekingalpha.com/article/4501666-apple-vs-microsoft-why-we-like-apple-better","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2227600101","content_text":"SummaryThe competition between Apple and Microsoft has shaped the evolution of personal computing.Their competition will continue in many core areas, but both are good candidates to play the world’s unstoppable shift toward a digital future.This article provides an in-depth comparison so you can see why we like Apple better ourselves.Our investing roadmap shows Apple provides a higher return potential with its better profitability, better R&D yields, lower valuation, and consumer-centric devices.And having a coherent investing roadmap keeps us clear headed, especially during challenging times like this.Chip Somodevilla/Getty Images NewsThe investment thesisThe thesis of this article is really simple – under the current conditions, both Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) provide far superior returns for long-term investors than the overall market. The key argument is built on the following chart. This chart also is the roadmap that we use in our Marketplace service to pick our tactical holdings. Having a coherent investing roadmap keeps us clear-headed, especially during challenging times like this.You will see from the following chart, AAPL is projected to provide about 13% annual return (“ROI”) in the long term and MSFT about 10%, while the overall market is only about 6.5%. The main reasons are threefold:Their far superior ROCE (return on capital employed) over the market average, which gives it the ability to grow without the need for too much capital and subsequently can return most of the earnings to shareholders (either as dividends or share buybacks).Their fundamental business models provide a stable moat and enjoy strong secular support.Yet both of them sell at a similar valuation compared to the overall market.Then we will detail the reasons why we only own AAPL even though both are good candidates to play the world’s unstoppable shift toward a digital future. As you will see, the primary reason is that we like a concentrated portfolio and usually limit our exposure to one sector to one holding. And we choose AAPL because of its better profitability and its consumer-centric business model. We feel consumer stickiness, once established, is longer lasting and harder to change.Source: authorHow did we build our roadmap and how did it perform?The key in building this road is to think like a business owner, not a stock trader. As detailed in our earlier article:The long-term ROI for a business owner is simply determined by two things: A) the price paid to buy the business and B) the quality of the business. More specifically, part A is determined by the owner’s earning yield (“OEY”) when we purchased the business. And that is why PE is the first dimension in our roadmap. Part B is determined by the quality of the business and that is why ROCE, the most important metric for profitability, is the second dimension in our roadmap.Now, the long-term growth rate is governed by ROCE and the Reinvestment Rate. These are the two most important growth engines, and they mutually enhance each other. High ROCE means every $1 reinvested can lead to a higher growth rate, which leads to more future profits and more flexible capital allocation to fuel further growth, and so on. So to summarize:Longer-Term ROI = valuation + quality = OEY + Growth Rate = OEY + ROCE*Reinvestment RateThe performance of our stocks picked using this road is recently updated in this article. Using the date I first published our portfolio on 5/31/2021 as the inception date, our picks have outperformed the S&P 500 by about 11%.With this background, the remainder of this article will show how the above roadmap applies to AAPL and MSFT.APPL vs MSFT: the competitive landscapeAAPL and MSFT compete head-on in many of their core areas, ranging from operation systems, digital ad, mobile devices, PCs and laptops, et al. Besides their own competitions, they also face competition from all sides. No big tech companies stay in their own corner these days. For example, MSFT’s Bing search is in direct competition with Google. GOOG’s Chrome OS and Android OS now have become popular desktop operating systems in the world, directly and meaningfully competing with MSFT Windows and also Apple IOS.But overall, they dominate the intersection of technology and consumer access. As such, both are protected by a formidable moat and well positioned to benefit from our world’s continued shifts toward digitalization. And the good news is that the pie is getting bigger itself as our appetite grows exponentially for data, automation, and entertainment.Although we like AAPL better ourselves, we really do not see a bad choice here. Investors just need to pick the one that suits their own risk profile and fits in their own circle of competence.For us, we understand AAPL’s consumer-centric business model better than MSFT’s enterprise-centric model. AAPL has mastered the interplay of freemium pricing and premium pricing strategy with billions of consumers. It can set substantially higher prices for its products (ranging from iPhone, MacBook, iPad, et al) than Microsoft and Android devices. As you will see immediately below, it has created a profitability category of its own kind.Source: https://startuptalky.com/apple-vs-microsoft-marketing-strategy/MSFT: more consistent and aggressive R&DFirst, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D process. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&D expenditures, and B) has demonstrated a consistent R&D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).So let’s first see how well and sustainably MSFT and AAPL can fund their new R&D efforts. The short answer is: Extremely well. The next chart shows the R&D expenses of MSFT and AAPL over the past decade. As seen, both have been consistently investing heavily in R&D. A few observations:MSFT has been spending very consistently on R&D, on average about 13% of its total revenue.AAPL’s story is a bit more colorful. It did not spend that much on R&D earlier in the decade. Partly because AAPL products were so disruptive at that time and enjoyed a quasi-monopoly status. Partly because Steve Jobs himself did not believe in R&D spending. He commented that “Innovation has nothing to do with how many R&D dollars you have. It's not about money.”Then Tim Cook transitioned it to a different model. He more than doubled the R&D expenses since he took over. The R&D expenses are on average about 6.1% of sales now, still lower than other tech giants in relative terms. But in absolute terms, it's a mind-boggling amount (exceeding $20 billion in 2021).AuthorThen the next question is, how effective is the R&D process? The short answer is again: Extremely effective. We ourselves like to use a variation of Buffett’s $1 test on R&D expenses. We do not only listen to CEOs’ pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see their words are corroborated by the numbers. And in MSFT and AAPL’s case, they are.The purpose of any corporate R&D is obviously to generate profit. Therefore, it's intuitive to quantify the yield by taking the ratio between profit and R&D expenditures. This way we can quantify how many dollars of profit has been generated per dollar of R&D expenses (i.e., the $1 test), as shown in the next chart. In this chart, I used the operating cash flow as the measure of profit. Also, most R&D investments do not produce any results in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&D. And as a result, we use the three-year moving average of operating cash flow to represent this three-year cycle.A few key observations:The R&D yield for MSFT is again very consistent, boasting a long-term average of $2.8 of yield per $1 of R&D expenditure. The consistency again shows the stable moat.AAPL, as usual, has a more colorful story. As you can see, its R&D yield has been more than $10 in 2013 under the tutelage of Steve Jobs. And it has declined to a range between $4.0 and $5.0 in recent years with an average of $4.3.You might interpret the decline of AAPL’s R&D yield as bad news. However, keep in mind that A) the level of profitability AAPL enjoyed in the early part of the decade is simply unsustainable, B) the decline is only relative to its own glorious past.Overall, both AAPL and MSFT enjoy R&D yields that are very competitive. To put things under perspective, for the overachieving FAAMG group, their average R&D yield is “only” about $2.5.Then as we will next, both MSFT and AAPL enjoy superb profitability to fuel their R&D efforts sustainably, which will lead to sustainable growth in turn.AuthorBoth enjoy superb profitability but AAPL in its own categoryWhen we think of long-term growth (like in 10 years or more), the framework I use is the following. In the long term, the growth rate is “simply” the product of ROCE and reinvestment rate, i.e.,Long-Term Growth Rate = ROCE * Reinvestment RateROCE stands for the return on capital employed and is the most important metric for measuring profitability. Note that ROCE is different from the return on equity (and more fundamental and important in my view). ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income – a key to estimating the long-term growth rate.The detailed background ROCE has been detailed in my early articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized.Based on the above considerations, the ROCE of MSFT and AAPL over the past decade is shown below. As seen,MSFT again is able to maintain a remarkably high ROCE and consistent level of ROCE: On average about 67% in recent years.AAPL’s ROCE again has “declined” from an unsustainable level of 200% to 300% in the early years of the decade to the current level of around 150% in recent years.But the keyword here is again relative. Their current level of ROCE may be higher or lower relative to each other or their own past. But any ROCE above 60% is remarkable. To put things under perspective, the overachievers in the FAAMG pack have an average ROCE of around 50% in recent years.AuthorIn terms of reinvestment rate, both companies enjoy enviable capital allocation flexibility. The capital allocation picture is really simple for both companies here: Both earn a load of cash organically from their operations but do not need to spend much.Given their high ROCE, it obviously makes total sense to reinvest as much of their earnings back into the business to fuel further growth as possible. But the problem is that for businesses at this scale, there are just not that many opportunities to reinvest the earnings. As a result, both have been allocating a large part of the remaining earnings to buy back shares. According to the current financials available on Seeking Alpha, as of TTM 2022, MSFT has been spending about 33% of the OPC on average on share repurchases, and AAPL even higher, about 77%.All told, my estimates are that MSFT has been maintaining a reinvestment rate between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%. And we will see the implications of the investment rates next.Back to the roadmapFor AAPL, at its current price levels, the OEY is about ~3.8%. The growth rate is about 7.5% assuming a 7.5% reinvestment and a ROCE of 100% to be a bit conservative, resulting in a double-digit ROI already! For MSFT, the OEY is about ~3.3%. The growth rate is about 6.7% assuming a 10% reinvestment and a ROCE of 67%, resulting in about 10% ROI.This is a key insight that we've learned from Buffett – when you think like a business owner, you do not need a 10% growth rate to achieve a 10% return. We feel much more comfortable with a few percent of reliable and sustainable growth rate in stocks that we understand well.The road map below shows the ROI based on an assumption of a 10% reinvestment rate, which is the average rate for the large and mature businesses in the S&P 500 index. Admittedly, both MSFT's and AAPL’s reinvestment rate (especially APPL) is not as high as 10% currently. So the total ROI would be a bit lower than what is shown in the roadmap below. However, note that both boast strong cash generation capability and fortress balance sheet, which provide the optionality to crank up reinvestment rates or to boost growth through acquisitions.In contrast, the overall market is currently valued at about 26.5x PE, resulting in an OEY of about 3.8%. however, the overall market’s ROCE is on the order of 20% or so. And with a 10% reinvestment rate, the growth rate would be about 2%, leading to a long-term ROI of about 6% per year.Source: authorRisksFirst and foremost, I do not see any structural risk associated with AAPL or MSFT at this moment. Remotely, there might be an antitrust regulatory risk. But even if it comes to that, I'm not entirely certain if it will be bad for AAPL or MSFT investors for sure. If it really comes to that and the company has to be broken up, the market would be forced to value each of its business segments separately. And such a complete and transparent valuation may or may not result in a lower valuation.There can be significant short-term volatility risks too. Regardless of AAPL and MSFT scale and business model, the valuation is at a high level and the overall market itself is also near a historical record valuation. There are several large macroeconomic and geopolitical uncertainties unfolding right now, including the pandemic, Ukraine conflicts, global logistic chain interruptions, and Fed’s interest rate decisions. Such a combination of high valuation and high volatility certainly could cause short terms risks – but are irrelevant for the long term.Conclusion and final thoughtWhen we invest like a business owner, not a stock trader, our long-term ROI is simply the sum of two things: A) the price paid to buy the business and B) the quality of the business. In both MSFT and AAPL’s case, they provide a far superior return for long-term investors than the overall market because of their far superior ROCE over the market average. Such high ROCE gives it the ability to grow without the need for too much capital and subsequently can return most of the earnings to shareholders (either as dividends or share buybacks).The key takeaways are:Both dominate the intersection of technology and consumer access and both are protected by a formidable moat. They both provide favorable odds for double-digit returns in the long term.As such, we really do not see a bad choice here. Investors just need to pick the one that suits their own risk profile and fits in their own circle of competence.We like AAPL better ourselves mostly because we understand its consumer-centric business model better. We understand the roots of its superb profitability and consumer stickiness. After all and above all, having a coherent investing roadmap and staying within one’s circle of competence is the key to investing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083738945,"gmtCreate":1650160054961,"gmtModify":1676534658912,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Come and hunt the Easter egg","listText":"Come and hunt the Easter egg","text":"Come and hunt the Easter egg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083738945","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"🏆【GAME】Hunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083795163,"gmtCreate":1650159664976,"gmtModify":1676534658738,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"May I know how to share my stock position?&nbsp;","listText":"May I know how to share my stock position?&nbsp;","text":"May I know how to share my stock position?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083795163","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107928285033390","authorId":"4107928285033390","name":"duseve","avatar":"https://community-static.tradeup.com/news/fdd59173e6b9fd5ac2b249041b78f79d","crmLevel":7,"crmLevelSwitch":0,"idStr":"4107928285033390","authorIdStr":"4107928285033390"},"content":"Go to your stock portfolio under ’Trade’. Tap on a stock you own, and it will expend to show a row of buttons. The rightmost button is the share button","text":"Go to your stock portfolio under ’Trade’. Tap on a stock you own, and it will expend to show a row of buttons. The rightmost button is the share button","html":"Go to your stock portfolio under ’Trade’. Tap on a stock you own, and it will expend to show a row of buttons. The rightmost button is the share button"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015465386,"gmtCreate":1649546892155,"gmtModify":1676534526389,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"After proper analysis of data collected from you, AI know you better than yourself","listText":"After proper analysis of data collected from you, AI know you better than yourself","text":"After proper analysis of data collected from you, AI know you better than yourself","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015465386","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","kind":"news","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Vs. Snowflake Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">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.","SNOW":"Snowflake"},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9087274732,"gmtCreate":1651020306505,"gmtModify":1676534834997,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Those who missed 700 USD, now is your second chance towards FIRE","listText":"Those who missed 700 USD, now is your second chance towards FIRE","text":"Those who missed 700 USD, now is your second chance towards FIRE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087274732","repostId":"1179301645","repostType":4,"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033562445,"gmtCreate":1646317823875,"gmtModify":1676534116396,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"While other EV players struggle with manufacturing,&nbsp; tesla is beating analyst estimation,&nbsp; BUY!&nbsp;","listText":"While other EV players struggle with manufacturing,&nbsp; tesla is beating analyst estimation,&nbsp; BUY!&nbsp;","text":"While other EV players struggle with manufacturing, tesla is beating analyst estimation, BUY!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033562445","repostId":"1178649822","repostType":2,"repost":{"id":"1178649822","kind":"news","pubTimestamp":1646312904,"share":"https://ttm.financial/m/news/1178649822?lang=&edition=fundamental","pubTime":"2022-03-03 21:08","market":"us","language":"en","title":"Tesla: Better Placed than Peers in 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1178649822","media":"TipRanks","summary":"The ongoing supply-chain issues continue to play spoilsport for automakers. Meanwhile, the Russia-Uk","content":"<div>\n<p>The ongoing supply-chain issues continue to play spoilsport for automakers. Meanwhile, the Russia-Ukraine crisis could worsen the situation further. However, Daiwa analyst Jairam Nathan remains ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-better-placed-than-peers-in-2022/\">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>Tesla: Better Placed than Peers in 2022?</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: Better Placed than Peers in 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-03 21:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-better-placed-than-peers-in-2022/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ongoing supply-chain issues continue to play spoilsport for automakers. Meanwhile, the Russia-Ukraine crisis could worsen the situation further. However, Daiwa analyst Jairam Nathan remains ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-better-placed-than-peers-in-2022/\">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://www.tipranks.com/news/article/tesla-better-placed-than-peers-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178649822","content_text":"The ongoing supply-chain issues continue to play spoilsport for automakers. Meanwhile, the Russia-Ukraine crisis could worsen the situation further. However, Daiwa analyst Jairam Nathan remains confident about Tesla’s (NASDAQ:TSLA) ability to navigate the challenges better than its peers.Highlighting Tesla’s 2021 performance, Nathan said Tesla has managed chip shortages better, while its cost-efficient China factory continues to be a major export hub, providing a competitive advantage amid the current geopolitical crisis.Nathan upgraded Tesla stock to a Buy from a Hold and expects higher fuel costs to drive demand for EVs in the future. However, he lowered his price target to $900 from $980.It’s worth noting that Tesla’s vehicle deliveries remained strong in 2021 (about 936K, up 87% year-over-year) despite the supply-chain concerns. Further, the company expects deliveries to stay strong and increase by 50% in 2022.Besides Nathan, Piper Sandler analyst Alexander Potter also has a bullish outlook on TSLA shares. While Potter sees chip shortages as a headwind, he expects Tesla to exceed its delivery growth guidance handily. The analyst expects Tesla to deliver 1.58 million vehicles in 2022, up about 69% year-over-year.TSLA Stock ForecastTesla continues to impress with its record deliveries. Meanwhile, increased volumes and operating leverage will likely support its margins. However, supply-chain concerns and increased commodity costs keep Wall Street analysts cautiously optimistic on TSLA stock.Nevertheless, investor sentiments remain positive on TSLA stock. Per TipRanks’ Stock Investors tool, 1.8% of investors holding portfolios on TipRanks have increased their stake in Tesla shares.TSLA’s stock price forecast of $1,068.40 indicates 21.4% upside potential to current levels. Meanwhile, its Moderate Buy consensus rating is based on 15 Buy, 7 Hold, and 6 Sell recommendations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000640","authorId":"9000000000000640","name":"DaisyMoore","avatar":"https://static.tigerbbs.com/907cd7c24e0c3693fe01cf437bf1e553","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000640","authorIdStr":"9000000000000640"},"content":"Tesla has a huge customer base and a global market. Its advantages are very obvious.","text":"Tesla has a huge customer base and a global market. Its advantages are very obvious.","html":"Tesla has a huge customer base and a global market. Its advantages are very obvious."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073423293,"gmtCreate":1657411828012,"gmtModify":1676536002674,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Selamat Hari Raya Haji","listText":"Selamat Hari Raya Haji","text":"Selamat Hari Raya Haji","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073423293","repostId":"1121190134","repostType":4,"isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","text":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","html":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015465386,"gmtCreate":1649546892155,"gmtModify":1676534526389,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"After proper analysis of data collected from you, AI know you better than yourself","listText":"After proper analysis of data collected from you, AI know you better than yourself","text":"After proper analysis of data collected from you, AI know you better than yourself","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015465386","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","kind":"news","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Vs. Snowflake Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">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.","SNOW":"Snowflake"},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010110798,"gmtCreate":1648279852828,"gmtModify":1676534325262,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Marvell tech have it's own economic moat&nbsp; that most retailer can't understand. Hidden germ","listText":"Marvell tech have it's own economic moat&nbsp; that most retailer can't understand. Hidden germ","text":"Marvell tech have it's own economic moat that most retailer can't understand. Hidden germ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010110798","repostId":"1111363520","repostType":4,"repost":{"id":"1111363520","kind":"news","pubTimestamp":1648252161,"share":"https://ttm.financial/m/news/1111363520?lang=&edition=fundamental","pubTime":"2022-03-26 07:49","market":"us","language":"en","title":"What Are MANGO Stocks? Why MANGO Stocks Could Outperform？","url":"https://stock-news.laohu8.com/highlight/detail?id=1111363520","media":"investorplace","summary":"MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconduc","content":"<html><head></head><body><p>MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconductor stocks. This new acronym, a riff on the Nasdaq Composite’s top-performing FAANG tech stocks, is generating interest. So what are the MANGO stocks and what else do you need to know?</p><p>Like the fruit, MANGO stocks have provided sweet returns for investors recently. Bank of America analyst Vivek Arya suggests this group of chip stocks — Marvell Technology (NASDAQ:MRVL), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Analog Devices (NASDAQ:ADI), Nvidia (NASDAQ:NVDA), GlobalFoundries (NASDAQ:GFS) and ON Semiconductor (NASDAQ:ON) — could be leaders in the future economy. Notably, this analyst believes that these chip stocks can outperform despite various market concerns right now.</p><p>Finding a group of stocks that is able to weather this current environment is what many investors are after. Indeed, there is an impressive amount of uncertainty weighing on Wall Street right now. Investors are concerned with inflation, interest rate hikes, geopolitical tensions and supply chain bottlenecks.</p><p>The semiconductor sector is exposed to these issues. However, there are reasons why analysts are growing increasingly bullish on these stocks.</p><p>Let’s dive into what investors may want to consider with chip stocks right now.</p><h2>Why MANGO Stocks Could Outperform</h2><p>Despite the impacts of the pandemic and supply chain woes on chip makers, the Bank of America analyst believes there is reason to be bullish on MANGO stocks. This is because demand has been increasing for chips for some time, and the underlying technology is improving. Assuming these tailwinds remain in place, MANGO stocks could be key winners.</p><p>Additionally, Arya sees a few other things to like about chip stocks. Many of the names in the MANGO acronym have ties to the cloud and artificial intelligence. Others are in the electric vehicle space.</p><p>Most investors can wrap their heads around this rather easy-to-understand thesis. While semiconductor stocks have struggled this year, the for this sector remain bright. Thus, MANGO stocks are the new tech grouping investors may want to keep on their radar right now.</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>What Are MANGO Stocks? Why MANGO Stocks Could Outperform？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Are MANGO Stocks? Why MANGO Stocks Could Outperform？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/what-are-mango-stocks/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconductor stocks. This new acronym, a riff on the Nasdaq Composite’s top-performing FAANG tech stocks, is ...</p>\n\n<a href=\"https://investorplace.com/2022/03/what-are-mango-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","AVGO":"博通","NVDA":"英伟达","GFS":"GLOBALFOUNDRIES Inc.","MRVL":"迈威尔科技","ADI":"亚德诺","ON":"安森美半导体"},"source_url":"https://investorplace.com/2022/03/what-are-mango-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111363520","content_text":"MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconductor stocks. This new acronym, a riff on the Nasdaq Composite’s top-performing FAANG tech stocks, is generating interest. So what are the MANGO stocks and what else do you need to know?Like the fruit, MANGO stocks have provided sweet returns for investors recently. Bank of America analyst Vivek Arya suggests this group of chip stocks — Marvell Technology (NASDAQ:MRVL), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Analog Devices (NASDAQ:ADI), Nvidia (NASDAQ:NVDA), GlobalFoundries (NASDAQ:GFS) and ON Semiconductor (NASDAQ:ON) — could be leaders in the future economy. Notably, this analyst believes that these chip stocks can outperform despite various market concerns right now.Finding a group of stocks that is able to weather this current environment is what many investors are after. Indeed, there is an impressive amount of uncertainty weighing on Wall Street right now. Investors are concerned with inflation, interest rate hikes, geopolitical tensions and supply chain bottlenecks.The semiconductor sector is exposed to these issues. However, there are reasons why analysts are growing increasingly bullish on these stocks.Let’s dive into what investors may want to consider with chip stocks right now.Why MANGO Stocks Could OutperformDespite the impacts of the pandemic and supply chain woes on chip makers, the Bank of America analyst believes there is reason to be bullish on MANGO stocks. This is because demand has been increasing for chips for some time, and the underlying technology is improving. Assuming these tailwinds remain in place, MANGO stocks could be key winners.Additionally, Arya sees a few other things to like about chip stocks. Many of the names in the MANGO acronym have ties to the cloud and artificial intelligence. Others are in the electric vehicle space.Most investors can wrap their heads around this rather easy-to-understand thesis. While semiconductor stocks have struggled this year, the for this sector remain bright. Thus, MANGO stocks are the new tech grouping investors may want to keep on their radar right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084978875,"gmtCreate":1650803686305,"gmtModify":1676534795464,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Yes Jensen Huang will lead the company to another level&nbsp;","listText":"Yes Jensen Huang will lead the company to another level&nbsp;","text":"Yes Jensen Huang will lead the company to another level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084978875","repostId":"2229599011","repostType":4,"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081545573,"gmtCreate":1650257696739,"gmtModify":1676534680948,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Thank you for the insightful differentiation for both GEM stock","listText":"Thank you for the insightful differentiation for both GEM stock","text":"Thank you for the insightful differentiation for both GEM stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081545573","repostId":"2227600101","repostType":4,"repost":{"id":"2227600101","kind":"news","pubTimestamp":1650248539,"share":"https://ttm.financial/m/news/2227600101?lang=&edition=fundamental","pubTime":"2022-04-18 10:22","market":"us","language":"en","title":"Apple Vs. Microsoft: Why We Like Apple Better","url":"https://stock-news.laohu8.com/highlight/detail?id=2227600101","media":"seekingalpha","summary":"SummaryThe competition between Apple and Microsoft has shaped the evolution of personal computing.Th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The competition between Apple and Microsoft has shaped the evolution of personal computing.</li><li>Their competition will continue in many core areas, but both are good candidates to play the world’s unstoppable shift toward a digital future.</li><li>This article provides an in-depth comparison so you can see why we like Apple better ourselves.</li><li>Our investing roadmap shows Apple provides a higher return potential with its better profitability, better R&amp;D yields, lower valuation, and consumer-centric devices.</li><li>And having a coherent investing roadmap keeps us clear headed, especially during challenging times like this.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f5fd4c711942def6b79ac0bfdd04167\" tg-width=\"750\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/><span>Chip Somodevilla/Getty Images News</span></p><p><b>The investment thesis</b></p><p>The thesis of this article is really simple – under the current conditions, both Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) provide far superior returns for long-term investors than the overall market. The key argument is built on the following chart. This chart also is the roadmap that we use in our Marketplace service to pick our tactical holdings. Having a coherent investing roadmap keeps us clear-headed, especially during challenging times like this.</p><p>You will see from the following chart, AAPL is projected to provide about 13% annual return (“ROI”) in the long term and MSFT about 10%, while the overall market is only about 6.5%. The main reasons are threefold:</p><ul><li>Their far superior ROCE (return on capital employed) over the market average, which gives it the ability to grow without the need for too much capital and subsequently can return most of the earnings to shareholders (either as dividends or share buybacks).</li><li>Their fundamental business models provide a stable moat and enjoy strong secular support.</li><li>Yet both of them sell at a similar valuation compared to the overall market.</li></ul><p>Then we will detail the reasons why we only own AAPL even though both are good candidates to play the world’s unstoppable shift toward a digital future. As you will see, the primary reason is that we like a concentrated portfolio and usually limit our exposure to one sector to one holding. And we choose AAPL because of its better profitability and its consumer-centric business model. We feel consumer stickiness, once established, is longer lasting and harder to change.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f9fbd0e002bec5dc3e06183618e8562\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: author</span></p><p><b>How did we build our roadmap and how did it perform?</b></p><p>The key in building this road is to think like a business owner, not a stock trader. As detailed in our earlier article:</p><blockquote><ul><li><i>The long-term ROI for a business owner is simply determined by two things: A) the price paid to buy the business and B) the quality of the business. More specifically, part A is determined by the owner’s earning yield (“OEY”) when we purchased the business. And that is why PE is the first dimension in our roadmap. Part B is determined by the quality of the business and that is why ROCE, the most important metric for profitability, is the second dimension in our roadmap.</i></li><li><i>Now, the long-term growth rate is governed by ROCE and the Reinvestment Rate. These are the two most important growth engines, and they mutually enhance each other. High ROCE means every $1 reinvested can lead to a higher growth rate, which leads to more future profits and more flexible capital allocation to fuel further growth, and so on. So to summarize:</i></li><li><i>Longer-Term ROI = valuation + quality = OEY + Growth Rate = OEY + ROCE*Reinvestment Rate</i></li></ul></blockquote><p>The performance of our stocks picked using this road is recently updated in this article. Using the date I first published our portfolio on 5/31/2021 as the inception date, our picks have outperformed the S&amp;P 500 by about 11%.</p><p>With this background, the remainder of this article will show how the above roadmap applies to AAPL and MSFT.</p><p><b>APPL vs MSFT: the competitive landscape</b></p><p>AAPL and MSFT compete head-on in many of their core areas, ranging from operation systems, digital ad, mobile devices, PCs and laptops, et al. Besides their own competitions, they also face competition from all sides. No big tech companies stay in their own corner these days. For example, MSFT’s Bing search is in direct competition with Google. GOOG’s Chrome OS and Android OS now have become popular desktop operating systems in the world, directly and meaningfully competing with MSFT Windows and also Apple IOS.</p><p>But overall, they dominate the intersection of technology and consumer access. As such, both are protected by a formidable moat and well positioned to benefit from our world’s continued shifts toward digitalization. And the good news is that the pie is getting bigger itself as our appetite grows exponentially for data, automation, and entertainment.</p><p>Although we like AAPL better ourselves, we really do not see a bad choice here. Investors just need to pick the one that suits their own risk profile and fits in their own circle of competence.</p><p>For us, we understand AAPL’s consumer-centric business model better than MSFT’s enterprise-centric model. AAPL has mastered the interplay of freemium pricing and premium pricing strategy with billions of consumers. It can set substantially higher prices for its products (ranging from iPhone, MacBook, iPad, et al) than Microsoft and Android devices. As you will see immediately below, it has created a profitability category of its own kind.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/520b7911627c79cc9d82b83c715f8170\" tg-width=\"640\" tg-height=\"390\" referrerpolicy=\"no-referrer\"/><span>Source: https://startuptalky.com/apple-vs-microsoft-marketing-strategy/</span></p><p><b>MSFT: more consistent and aggressive R&amp;D</b></p><p>First, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D <i>process</i>. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&amp;D expenditures, and B) has demonstrated a consistent R&amp;D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).</p><p>So let’s first see how well and sustainably MSFT and AAPL can fund their new R&amp;D efforts. The short answer is: Extremely well. The next chart shows the R&amp;D expenses of MSFT and AAPL over the past decade. As seen, both have been consistently investing heavily in R&amp;D. A few observations:</p><ul><li>MSFT has been spending very consistently on R&amp;D, on average about 13% of its total revenue.</li><li>AAPL’s story is a bit more colorful. It did not spend that much on R&amp;D earlier in the decade. Partly because AAPL products were so disruptive at that time and enjoyed a quasi-monopoly status. Partly because Steve Jobs himself did not believe in R&amp;D spending. He commented that “Innovation has nothing to do with how many R&amp;D dollars you have. It&#39;s not about money.”</li><li>Then Tim Cook transitioned it to a different model. He more than doubled the R&amp;D expenses since he took over. The R&amp;D expenses are on average about 6.1% of sales now, still lower than other tech giants in relative terms. But in absolute terms, it&#39;s a mind-boggling amount (exceeding $20 billion in 2021).</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7152ffd849f9eba247a9dc86052864b4\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>Then the next question is, how effective is the R&amp;D process? The short answer is again: Extremely effective. We ourselves like to use a variation of Buffett’s $1 test on R&amp;D expenses. We do not only listen to CEOs’ pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see their words are corroborated by the numbers. And in MSFT and AAPL’s case, they are.</p><p>The purpose of any corporate R&amp;D is obviously to generate profit. Therefore, it&#39;s intuitive to quantify the yield by taking the ratio between profit and R&amp;D expenditures. This way we can quantify how many dollars of profit has been generated per dollar of R&amp;D expenses (i.e., the $1 test), as shown in the next chart. In this chart, I used the operating cash flow as the measure of profit. Also, most R&amp;D investments do not produce any results in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&amp;D. And as a result, we use the three-year moving average of operating cash flow to represent this three-year cycle.</p><p>A few key observations:</p><ul><li>The R&amp;D yield for MSFT is again very consistent, boasting a long-term average of $2.8 of yield per $1 of R&amp;D expenditure. The consistency again shows the stable moat.</li><li>AAPL, as usual, has a more colorful story. As you can see, its R&amp;D yield has been more than $10 in 2013 under the tutelage of Steve Jobs. And it has declined to a range between $4.0 and $5.0 in recent years with an average of $4.3.</li><li>You might interpret the decline of AAPL’s R&amp;D yield as bad news. However, keep in mind that A) the level of profitability AAPL enjoyed in the early part of the decade is simply unsustainable, B) the decline is only relative to its own glorious past.</li><li>Overall, both AAPL and MSFT enjoy R&amp;D yields that are very competitive. To put things under perspective, for the overachieving FAAMG group, their average R&amp;D yield is “only” about $2.5.</li></ul><p>Then as we will next, both MSFT and AAPL enjoy superb profitability to fuel their R&amp;D efforts sustainably, which will lead to sustainable growth in turn.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7759bd87d22eab2200f1865c5436dc14\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Both enjoy superb profitability but AAPL in its own category</b></p><p>When we think of long-term growth (like in 10 years or more), the framework I use is the following. In the long term, the growth rate is “simply” the product of ROCE and reinvestment rate, i.e.,</p><p><b>Long-Term Growth Rate = ROCE * Reinvestment Rate</b></p><p>ROCE stands for the return on capital employed and is the most important metric for measuring profitability. Note that ROCE is different from the return on equity (and more fundamental and important in my view). ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income – a key to estimating the long-term growth rate.</p><p>The detailed background ROCE has been detailed in my early articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized.</p><p>Based on the above considerations, the ROCE of MSFT and AAPL over the past decade is shown below. As seen,</p><ul><li>MSFT again is able to maintain a remarkably high ROCE and consistent level of ROCE: On average about 67% in recent years.</li><li>AAPL’s ROCE again has “declined” from an unsustainable level of 200% to 300% in the early years of the decade to the current level of around 150% in recent years.</li><li>But the keyword here is again <i>relative</i>. Their current level of ROCE may be higher or lower relative to each other or their own past. But any ROCE above 60% is remarkable. To put things under perspective, the overachievers in the FAAMG pack have an average ROCE of around 50% in recent years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/595c877bbeb53f45b4d80d0d41b7ba50\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>In terms of reinvestment rate, both companies enjoy enviable capital allocation flexibility. The capital allocation picture is really simple for both companies here: Both earn a load of cash organically from their operations but do not need to spend much.</p><p>Given their high ROCE, it obviously makes total sense to reinvest as much of their earnings back into the business to fuel further growth as possible. But the problem is that for businesses at this scale, there are just not that many opportunities to reinvest the earnings. As a result, both have been allocating a large part of the remaining earnings to buy back shares. According to the current financials available on Seeking Alpha, as of TTM 2022, MSFT has been spending about 33% of the OPC on average on share repurchases, and AAPL even higher, about 77%.</p><p>All told, my estimates are that MSFT has been maintaining a reinvestment rate between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%. And we will see the implications of the investment rates next.</p><p><b>Back to the roadmap</b></p><p>For AAPL, at its current price levels, the OEY is about ~3.8%. The growth rate is about 7.5% assuming a 7.5% reinvestment and a ROCE of 100% to be a bit conservative, resulting in a double-digit ROI already! For MSFT, the OEY is about ~3.3%. The growth rate is about 6.7% assuming a 10% reinvestment and a ROCE of 67%, resulting in about 10% ROI.</p><p>This is a key insight that we&#39;ve learned from Buffett – when you think like a business owner, you do not need a 10% growth rate to achieve a 10% return. We feel much more comfortable with a few percent of reliable and sustainable growth rate in stocks that we understand well.</p><p>The road map below shows the ROI based on an assumption of a 10% reinvestment rate, which is the average rate for the large and mature businesses in the S&amp;P 500 index. Admittedly, both MSFT&#39;s and AAPL’s reinvestment rate (especially APPL) is not as high as 10% currently. So the total ROI would be a bit lower than what is shown in the roadmap below. However, note that both boast strong cash generation capability and fortress balance sheet, which provide the optionality to crank up reinvestment rates or to boost growth through acquisitions.</p><p>In contrast, the overall market is currently valued at about 26.5x PE, resulting in an OEY of about 3.8%. however, the overall market’s ROCE is on the order of 20% or so. And with a 10% reinvestment rate, the growth rate would be about 2%, leading to a long-term ROI of about 6% per year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f9fbd0e002bec5dc3e06183618e8562\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: author</span></p><p><b>Risks</b></p><p>First and foremost, I do not see any structural risk associated with AAPL or MSFT at this moment. Remotely, there might be an antitrust regulatory risk. But even if it comes to that, I&#39;m not entirely certain if it will be bad for AAPL or MSFT investors for sure. If it really comes to that and the company has to be broken up, the market would be forced to value each of its business segments separately. And such a complete and transparent valuation may or may not result in a lower valuation.</p><p>There can be significant short-term volatility risks too. Regardless of AAPL and MSFT scale and business model, the valuation is at a high level and the overall market itself is also near a historical record valuation. There are several large macroeconomic and geopolitical uncertainties unfolding right now, including the pandemic, Ukraine conflicts, global logistic chain interruptions, and Fed’s interest rate decisions. Such a combination of high valuation and high volatility certainly could cause short terms risks – but are irrelevant for the long term.</p><p><b>Conclusion and final thought</b></p><p>When we invest like a business owner, not a stock trader, our long-term ROI is simply the sum of two things: A) the price paid to buy the business and B) the quality of the business. In both MSFT and AAPL’s case, they provide a far superior return for long-term investors than the overall market because of their far superior ROCE over the market average. Such high ROCE gives it the ability to grow without the need for too much capital and subsequently can return most of the earnings to shareholders (either as dividends or share buybacks).</p><p>The key takeaways are:</p><ul><li>Both dominate the intersection of technology and consumer access and both are protected by a formidable moat. They both provide favorable odds for double-digit returns in the long term.</li><li>As such, we really do not see a bad choice here. Investors just need to pick the one that suits their own risk profile and fits in their own circle of competence.</li><li>We like AAPL better ourselves mostly because we understand its consumer-centric business model better. We understand the roots of its superb profitability and consumer stickiness. After all and above all, having a coherent investing roadmap and staying within one’s circle of competence is the key to investing.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Vs. Microsoft: Why We Like Apple Better</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 Vs. Microsoft: Why We Like Apple Better\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501666-apple-vs-microsoft-why-we-like-apple-better><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe competition between Apple and Microsoft has shaped the evolution of personal computing.Their competition will continue in many core areas, but both are good candidates to play the world’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501666-apple-vs-microsoft-why-we-like-apple-better\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4575":"芯片概念","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","MSFT":"微软","BK4566":"资本集团","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","AAPL":"苹果","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4525":"远程办公概念"},"source_url":"https://seekingalpha.com/article/4501666-apple-vs-microsoft-why-we-like-apple-better","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2227600101","content_text":"SummaryThe competition between Apple and Microsoft has shaped the evolution of personal computing.Their competition will continue in many core areas, but both are good candidates to play the world’s unstoppable shift toward a digital future.This article provides an in-depth comparison so you can see why we like Apple better ourselves.Our investing roadmap shows Apple provides a higher return potential with its better profitability, better R&D yields, lower valuation, and consumer-centric devices.And having a coherent investing roadmap keeps us clear headed, especially during challenging times like this.Chip Somodevilla/Getty Images NewsThe investment thesisThe thesis of this article is really simple – under the current conditions, both Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) provide far superior returns for long-term investors than the overall market. The key argument is built on the following chart. This chart also is the roadmap that we use in our Marketplace service to pick our tactical holdings. Having a coherent investing roadmap keeps us clear-headed, especially during challenging times like this.You will see from the following chart, AAPL is projected to provide about 13% annual return (“ROI”) in the long term and MSFT about 10%, while the overall market is only about 6.5%. The main reasons are threefold:Their far superior ROCE (return on capital employed) over the market average, which gives it the ability to grow without the need for too much capital and subsequently can return most of the earnings to shareholders (either as dividends or share buybacks).Their fundamental business models provide a stable moat and enjoy strong secular support.Yet both of them sell at a similar valuation compared to the overall market.Then we will detail the reasons why we only own AAPL even though both are good candidates to play the world’s unstoppable shift toward a digital future. As you will see, the primary reason is that we like a concentrated portfolio and usually limit our exposure to one sector to one holding. And we choose AAPL because of its better profitability and its consumer-centric business model. We feel consumer stickiness, once established, is longer lasting and harder to change.Source: authorHow did we build our roadmap and how did it perform?The key in building this road is to think like a business owner, not a stock trader. As detailed in our earlier article:The long-term ROI for a business owner is simply determined by two things: A) the price paid to buy the business and B) the quality of the business. More specifically, part A is determined by the owner’s earning yield (“OEY”) when we purchased the business. And that is why PE is the first dimension in our roadmap. Part B is determined by the quality of the business and that is why ROCE, the most important metric for profitability, is the second dimension in our roadmap.Now, the long-term growth rate is governed by ROCE and the Reinvestment Rate. These are the two most important growth engines, and they mutually enhance each other. High ROCE means every $1 reinvested can lead to a higher growth rate, which leads to more future profits and more flexible capital allocation to fuel further growth, and so on. So to summarize:Longer-Term ROI = valuation + quality = OEY + Growth Rate = OEY + ROCE*Reinvestment RateThe performance of our stocks picked using this road is recently updated in this article. Using the date I first published our portfolio on 5/31/2021 as the inception date, our picks have outperformed the S&P 500 by about 11%.With this background, the remainder of this article will show how the above roadmap applies to AAPL and MSFT.APPL vs MSFT: the competitive landscapeAAPL and MSFT compete head-on in many of their core areas, ranging from operation systems, digital ad, mobile devices, PCs and laptops, et al. Besides their own competitions, they also face competition from all sides. No big tech companies stay in their own corner these days. For example, MSFT’s Bing search is in direct competition with Google. GOOG’s Chrome OS and Android OS now have become popular desktop operating systems in the world, directly and meaningfully competing with MSFT Windows and also Apple IOS.But overall, they dominate the intersection of technology and consumer access. As such, both are protected by a formidable moat and well positioned to benefit from our world’s continued shifts toward digitalization. And the good news is that the pie is getting bigger itself as our appetite grows exponentially for data, automation, and entertainment.Although we like AAPL better ourselves, we really do not see a bad choice here. Investors just need to pick the one that suits their own risk profile and fits in their own circle of competence.For us, we understand AAPL’s consumer-centric business model better than MSFT’s enterprise-centric model. AAPL has mastered the interplay of freemium pricing and premium pricing strategy with billions of consumers. It can set substantially higher prices for its products (ranging from iPhone, MacBook, iPad, et al) than Microsoft and Android devices. As you will see immediately below, it has created a profitability category of its own kind.Source: https://startuptalky.com/apple-vs-microsoft-marketing-strategy/MSFT: more consistent and aggressive R&DFirst, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D process. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&D expenditures, and B) has demonstrated a consistent R&D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).So let’s first see how well and sustainably MSFT and AAPL can fund their new R&D efforts. The short answer is: Extremely well. The next chart shows the R&D expenses of MSFT and AAPL over the past decade. As seen, both have been consistently investing heavily in R&D. A few observations:MSFT has been spending very consistently on R&D, on average about 13% of its total revenue.AAPL’s story is a bit more colorful. It did not spend that much on R&D earlier in the decade. Partly because AAPL products were so disruptive at that time and enjoyed a quasi-monopoly status. Partly because Steve Jobs himself did not believe in R&D spending. He commented that “Innovation has nothing to do with how many R&D dollars you have. It's not about money.”Then Tim Cook transitioned it to a different model. He more than doubled the R&D expenses since he took over. The R&D expenses are on average about 6.1% of sales now, still lower than other tech giants in relative terms. But in absolute terms, it's a mind-boggling amount (exceeding $20 billion in 2021).AuthorThen the next question is, how effective is the R&D process? The short answer is again: Extremely effective. We ourselves like to use a variation of Buffett’s $1 test on R&D expenses. We do not only listen to CEOs’ pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see their words are corroborated by the numbers. And in MSFT and AAPL’s case, they are.The purpose of any corporate R&D is obviously to generate profit. Therefore, it's intuitive to quantify the yield by taking the ratio between profit and R&D expenditures. This way we can quantify how many dollars of profit has been generated per dollar of R&D expenses (i.e., the $1 test), as shown in the next chart. In this chart, I used the operating cash flow as the measure of profit. Also, most R&D investments do not produce any results in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&D. And as a result, we use the three-year moving average of operating cash flow to represent this three-year cycle.A few key observations:The R&D yield for MSFT is again very consistent, boasting a long-term average of $2.8 of yield per $1 of R&D expenditure. The consistency again shows the stable moat.AAPL, as usual, has a more colorful story. As you can see, its R&D yield has been more than $10 in 2013 under the tutelage of Steve Jobs. And it has declined to a range between $4.0 and $5.0 in recent years with an average of $4.3.You might interpret the decline of AAPL’s R&D yield as bad news. However, keep in mind that A) the level of profitability AAPL enjoyed in the early part of the decade is simply unsustainable, B) the decline is only relative to its own glorious past.Overall, both AAPL and MSFT enjoy R&D yields that are very competitive. To put things under perspective, for the overachieving FAAMG group, their average R&D yield is “only” about $2.5.Then as we will next, both MSFT and AAPL enjoy superb profitability to fuel their R&D efforts sustainably, which will lead to sustainable growth in turn.AuthorBoth enjoy superb profitability but AAPL in its own categoryWhen we think of long-term growth (like in 10 years or more), the framework I use is the following. In the long term, the growth rate is “simply” the product of ROCE and reinvestment rate, i.e.,Long-Term Growth Rate = ROCE * Reinvestment RateROCE stands for the return on capital employed and is the most important metric for measuring profitability. Note that ROCE is different from the return on equity (and more fundamental and important in my view). ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income – a key to estimating the long-term growth rate.The detailed background ROCE has been detailed in my early articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized.Based on the above considerations, the ROCE of MSFT and AAPL over the past decade is shown below. As seen,MSFT again is able to maintain a remarkably high ROCE and consistent level of ROCE: On average about 67% in recent years.AAPL’s ROCE again has “declined” from an unsustainable level of 200% to 300% in the early years of the decade to the current level of around 150% in recent years.But the keyword here is again relative. Their current level of ROCE may be higher or lower relative to each other or their own past. But any ROCE above 60% is remarkable. To put things under perspective, the overachievers in the FAAMG pack have an average ROCE of around 50% in recent years.AuthorIn terms of reinvestment rate, both companies enjoy enviable capital allocation flexibility. The capital allocation picture is really simple for both companies here: Both earn a load of cash organically from their operations but do not need to spend much.Given their high ROCE, it obviously makes total sense to reinvest as much of their earnings back into the business to fuel further growth as possible. But the problem is that for businesses at this scale, there are just not that many opportunities to reinvest the earnings. As a result, both have been allocating a large part of the remaining earnings to buy back shares. According to the current financials available on Seeking Alpha, as of TTM 2022, MSFT has been spending about 33% of the OPC on average on share repurchases, and AAPL even higher, about 77%.All told, my estimates are that MSFT has been maintaining a reinvestment rate between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%. And we will see the implications of the investment rates next.Back to the roadmapFor AAPL, at its current price levels, the OEY is about ~3.8%. The growth rate is about 7.5% assuming a 7.5% reinvestment and a ROCE of 100% to be a bit conservative, resulting in a double-digit ROI already! For MSFT, the OEY is about ~3.3%. The growth rate is about 6.7% assuming a 10% reinvestment and a ROCE of 67%, resulting in about 10% ROI.This is a key insight that we've learned from Buffett – when you think like a business owner, you do not need a 10% growth rate to achieve a 10% return. We feel much more comfortable with a few percent of reliable and sustainable growth rate in stocks that we understand well.The road map below shows the ROI based on an assumption of a 10% reinvestment rate, which is the average rate for the large and mature businesses in the S&P 500 index. Admittedly, both MSFT's and AAPL’s reinvestment rate (especially APPL) is not as high as 10% currently. So the total ROI would be a bit lower than what is shown in the roadmap below. However, note that both boast strong cash generation capability and fortress balance sheet, which provide the optionality to crank up reinvestment rates or to boost growth through acquisitions.In contrast, the overall market is currently valued at about 26.5x PE, resulting in an OEY of about 3.8%. however, the overall market’s ROCE is on the order of 20% or so. And with a 10% reinvestment rate, the growth rate would be about 2%, leading to a long-term ROI of about 6% per year.Source: authorRisksFirst and foremost, I do not see any structural risk associated with AAPL or MSFT at this moment. Remotely, there might be an antitrust regulatory risk. But even if it comes to that, I'm not entirely certain if it will be bad for AAPL or MSFT investors for sure. If it really comes to that and the company has to be broken up, the market would be forced to value each of its business segments separately. And such a complete and transparent valuation may or may not result in a lower valuation.There can be significant short-term volatility risks too. Regardless of AAPL and MSFT scale and business model, the valuation is at a high level and the overall market itself is also near a historical record valuation. There are several large macroeconomic and geopolitical uncertainties unfolding right now, including the pandemic, Ukraine conflicts, global logistic chain interruptions, and Fed’s interest rate decisions. Such a combination of high valuation and high volatility certainly could cause short terms risks – but are irrelevant for the long term.Conclusion and final thoughtWhen we invest like a business owner, not a stock trader, our long-term ROI is simply the sum of two things: A) the price paid to buy the business and B) the quality of the business. In both MSFT and AAPL’s case, they provide a far superior return for long-term investors than the overall market because of their far superior ROCE over the market average. Such high ROCE gives it the ability to grow without the need for too much capital and subsequently can return most of the earnings to shareholders (either as dividends or share buybacks).The key takeaways are:Both dominate the intersection of technology and consumer access and both are protected by a formidable moat. They both provide favorable odds for double-digit returns in the long term.As such, we really do not see a bad choice here. Investors just need to pick the one that suits their own risk profile and fits in their own circle of competence.We like AAPL better ourselves mostly because we understand its consumer-centric business model better. We understand the roots of its superb profitability and consumer stickiness. After all and above all, having a coherent investing roadmap and staying within one’s circle of competence is the key to investing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083795163,"gmtCreate":1650159664976,"gmtModify":1676534658738,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"May I know how to share my stock position?&nbsp;","listText":"May I know how to share my stock position?&nbsp;","text":"May I know how to share my stock position?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083795163","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107928285033390","authorId":"4107928285033390","name":"duseve","avatar":"https://community-static.tradeup.com/news/fdd59173e6b9fd5ac2b249041b78f79d","crmLevel":7,"crmLevelSwitch":0,"idStr":"4107928285033390","authorIdStr":"4107928285033390"},"content":"Go to your stock portfolio under ’Trade’. Tap on a stock you own, and it will expend to show a row of buttons. The rightmost button is the share button","text":"Go to your stock portfolio under ’Trade’. Tap on a stock you own, and it will expend to show a row of buttons. The rightmost button is the share button","html":"Go to your stock portfolio under ’Trade’. Tap on a stock you own, and it will expend to show a row of buttons. The rightmost button is the share button"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019580516,"gmtCreate":1648608580282,"gmtModify":1676534364200,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Do remember 10 year bond yield could reach 3% soon. After the conflict resolution market will back to value stock again, do be cautious on tech stock","listText":"Do remember 10 year bond yield could reach 3% soon. After the conflict resolution market will back to value stock again, do be cautious on tech stock","text":"Do remember 10 year bond yield could reach 3% soon. After the conflict resolution market will back to value stock again, do be cautious on tech stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019580516","repostId":"2223587811","repostType":4,"repost":{"id":"2223587811","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648594673,"share":"https://ttm.financial/m/news/2223587811?lang=&edition=fundamental","pubTime":"2022-03-30 06:57","market":"us","language":"en","title":"US STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict","url":"https://stock-news.laohu8.com/highlight/detail?id=2223587811","media":"Reuters","summary":"U.S. 2-yr/10-yr Treasury yield curve invertsUkraine-Russia meeting ends with some progressDow up 0.9","content":"<html><head></head><body><ul><li>U.S. 2-yr/10-yr Treasury yield curve inverts</li><li>Ukraine-Russia meeting ends with some progress</li><li>Dow up 0.97%, S&amp;P 500 up 1.23%, Nasdaq up 1.84%</li></ul><p>(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&amp;P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.</p><p>Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.</p><p>&#34;If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,&#34; said Art Hogan, chief market strategist at National Securities in New York.</p><p>&#34;It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&amp;P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.</p><p>After a dismal start to the year for stocks that saw the S&amp;P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.</p><p>Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.</p><p>&#34;While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,&#34; said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.</p><p>After slumping more than 2% on Monday, the S&amp;P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.</p><p>As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.</p><p>But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.</p><p>Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.</p><p><a href=\"https://laohu8.com/S/FDX\">FedEx Corp </a> gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read more</p><p>Volume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 new lows.</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>US STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict</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\">\nUS STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict\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\">2022-03-30 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. 2-yr/10-yr Treasury yield curve inverts</li><li>Ukraine-Russia meeting ends with some progress</li><li>Dow up 0.97%, S&amp;P 500 up 1.23%, Nasdaq up 1.84%</li></ul><p>(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&amp;P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.</p><p>Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.</p><p>&#34;If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,&#34; said Art Hogan, chief market strategist at National Securities in New York.</p><p>&#34;It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&amp;P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.</p><p>After a dismal start to the year for stocks that saw the S&amp;P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.</p><p>Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.</p><p>&#34;While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,&#34; said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.</p><p>After slumping more than 2% on Monday, the S&amp;P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.</p><p>As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.</p><p>But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.</p><p>Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.</p><p><a href=\"https://laohu8.com/S/FDX\">FedEx Corp </a> gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read more</p><p>Volume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","DJX":"1/100道琼斯","BK4127":"投资银行业与经纪业","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","SQQQ":"纳指三倍做空ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","RJF":"瑞杰金融","SDOW":"道指三倍做空ETF-ProShares","QQQ":"纳指100ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯","BK4131":"航空货运与物流",".IXIC":"NASDAQ Composite","QID":"纳指两倍做空ETF","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","FDX":"联邦快递","DOG":"道指反向ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223587811","content_text":"U.S. 2-yr/10-yr Treasury yield curve invertsUkraine-Russia meeting ends with some progressDow up 0.97%, S&P 500 up 1.23%, Nasdaq up 1.84%(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.\"If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,\" said Art Hogan, chief market strategist at National Securities in New York.\"It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.\"The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.After a dismal start to the year for stocks that saw the S&P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.\"While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,\" said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.After slumping more than 2% on Monday, the S&P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.FedEx Corp  gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read moreVolume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.The S&P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038438261,"gmtCreate":1646881810896,"gmtModify":1676534173364,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"A relief for retailer&nbsp;","listText":"A relief for retailer&nbsp;","text":"A relief for retailer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038438261","repostId":"2218231216","repostType":4,"repost":{"id":"2218231216","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1646867226,"share":"https://ttm.financial/m/news/2218231216?lang=&edition=fundamental","pubTime":"2022-03-10 07:07","market":"us","language":"en","title":"US STOCKS-Tech, Financials Lead Resurgent Wall St as Oil Plunges","url":"https://stock-news.laohu8.com/highlight/detail?id=2218231216","media":"Reuters","summary":"U.S. stocks surged on Wednesday led by financial and tech shares, rebounding from several down days as oil prices pulled back sharply after fanning inflationary fears and investors gauged developments","content":"<html><head></head><body><p>U.S. stocks surged on Wednesday led by financial and tech shares, rebounding from several down days as oil prices pulled back sharply after fanning inflationary fears and investors gauged developments in the Ukraine crisis.</p><p>The S&amp;P 500 posted its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage gain since June 2020, while the Nasdaq tallied its biggest rise since March 2021.</p><p>Global oil prices posted their biggest plunge since the early pandemic days nearly two years ago, after the United Arab Emirates said the OPEC member would support increasing output into a market in disarray because of supply disruptions caused by sanctions imposed on Russia over its conflict with Ukraine.</p><p>A steep rise in oil and other commodities has sparked concerns about a further jolt to rising inflation and the potential for slowing economic growth.</p><p>&#34;I think it is an oversold rally on cooling in commodities,” said Walter Todd, chief investment officer at Greenwood Capital. “Stocks have been sold pretty aggressively for a few days. I don’t know that it permanently changes the direction of things.”</p><p>The Dow Jones Industrial Average    rose 653.61 points, or 2%, to 33,286.25, the S&amp;P 500    gained 107.18 points, or 2.57%, to 4,277.88 and the Nasdaq Composite    added 460.00 points, or 3.59%, to 13,255.55.</p><p>The heavyweight technology group and financials were the top-gaining S&amp;P 500 sectors, rising 4% and 3.6% respectively.</p><p>Energy, which has been the standout sector performer in 2022, fell 3.2% as benchmark Brent crude slid to around $110 a barrel from over $130 earlier in the week.</p><p>Travel and leisure stocks, which have been hit hard recently, also soared, with shares of Carnival Corp rising 8.8% and United Airlines Holdings up 8.3%.</p><p>“The market is taking a break, consolidating from this downtrend that has seen a lot of stocks getting really, really hammered, especially on the growth side of the market,” said Anu Gaggar, global investment strategist for Commonwealth Financial Network.</p><p>In the latest developments, Ukraine accused Russia of bombing a children&#39;s hospital in the besieged port of Mariupol during an agreed ceasefire to enable civilians trapped in the city to escape.</p><p>Ukraine&#39;s Foreign Minister Dmytro Kuleba was due to meet Russian foreign minister Sergei Lavrov in Turkey on Thursday.</p><p>Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.</p><p>On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.</p><p>Investors were awaiting Thursday&#39;s report on U.S. consumer prices as a key data release ahead of the Fed&#39;s March 15-16 meeting.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.75-to-1 ratio; on Nasdaq, a 3.66-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted two new 52-week highs and three new lows; the Nasdaq Composite recorded 32 new highs and 53 new lows.</p><p>About 14 billion shares changed hands in U.S. exchanges, compared with the 13.6 billion daily average over the last 20 sessions.</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>US STOCKS-Tech, Financials Lead Resurgent Wall St as Oil Plunges</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\">\nUS STOCKS-Tech, Financials Lead Resurgent Wall St as Oil Plunges\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\">2022-03-10 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks surged on Wednesday led by financial and tech shares, rebounding from several down days as oil prices pulled back sharply after fanning inflationary fears and investors gauged developments in the Ukraine crisis.</p><p>The S&amp;P 500 posted its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage gain since June 2020, while the Nasdaq tallied its biggest rise since March 2021.</p><p>Global oil prices posted their biggest plunge since the early pandemic days nearly two years ago, after the United Arab Emirates said the OPEC member would support increasing output into a market in disarray because of supply disruptions caused by sanctions imposed on Russia over its conflict with Ukraine.</p><p>A steep rise in oil and other commodities has sparked concerns about a further jolt to rising inflation and the potential for slowing economic growth.</p><p>&#34;I think it is an oversold rally on cooling in commodities,” said Walter Todd, chief investment officer at Greenwood Capital. “Stocks have been sold pretty aggressively for a few days. I don’t know that it permanently changes the direction of things.”</p><p>The Dow Jones Industrial Average    rose 653.61 points, or 2%, to 33,286.25, the S&amp;P 500    gained 107.18 points, or 2.57%, to 4,277.88 and the Nasdaq Composite    added 460.00 points, or 3.59%, to 13,255.55.</p><p>The heavyweight technology group and financials were the top-gaining S&amp;P 500 sectors, rising 4% and 3.6% respectively.</p><p>Energy, which has been the standout sector performer in 2022, fell 3.2% as benchmark Brent crude slid to around $110 a barrel from over $130 earlier in the week.</p><p>Travel and leisure stocks, which have been hit hard recently, also soared, with shares of Carnival Corp rising 8.8% and United Airlines Holdings up 8.3%.</p><p>“The market is taking a break, consolidating from this downtrend that has seen a lot of stocks getting really, really hammered, especially on the growth side of the market,” said Anu Gaggar, global investment strategist for Commonwealth Financial Network.</p><p>In the latest developments, Ukraine accused Russia of bombing a children&#39;s hospital in the besieged port of Mariupol during an agreed ceasefire to enable civilians trapped in the city to escape.</p><p>Ukraine&#39;s Foreign Minister Dmytro Kuleba was due to meet Russian foreign minister Sergei Lavrov in Turkey on Thursday.</p><p>Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.</p><p>On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.</p><p>Investors were awaiting Thursday&#39;s report on U.S. consumer prices as a key data release ahead of the Fed&#39;s March 15-16 meeting.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.75-to-1 ratio; on Nasdaq, a 3.66-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted two new 52-week highs and three new lows; the Nasdaq Composite recorded 32 new highs and 53 new lows.</p><p>About 14 billion shares changed hands in U.S. exchanges, compared with the 13.6 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218231216","content_text":"U.S. stocks surged on Wednesday led by financial and tech shares, rebounding from several down days as oil prices pulled back sharply after fanning inflationary fears and investors gauged developments in the Ukraine crisis.The S&P 500 posted its biggest one-day percentage gain since June 2020, while the Nasdaq tallied its biggest rise since March 2021.Global oil prices posted their biggest plunge since the early pandemic days nearly two years ago, after the United Arab Emirates said the OPEC member would support increasing output into a market in disarray because of supply disruptions caused by sanctions imposed on Russia over its conflict with Ukraine.A steep rise in oil and other commodities has sparked concerns about a further jolt to rising inflation and the potential for slowing economic growth.\"I think it is an oversold rally on cooling in commodities,” said Walter Todd, chief investment officer at Greenwood Capital. “Stocks have been sold pretty aggressively for a few days. I don’t know that it permanently changes the direction of things.”The Dow Jones Industrial Average    rose 653.61 points, or 2%, to 33,286.25, the S&P 500    gained 107.18 points, or 2.57%, to 4,277.88 and the Nasdaq Composite    added 460.00 points, or 3.59%, to 13,255.55.The heavyweight technology group and financials were the top-gaining S&P 500 sectors, rising 4% and 3.6% respectively.Energy, which has been the standout sector performer in 2022, fell 3.2% as benchmark Brent crude slid to around $110 a barrel from over $130 earlier in the week.Travel and leisure stocks, which have been hit hard recently, also soared, with shares of Carnival Corp rising 8.8% and United Airlines Holdings up 8.3%.“The market is taking a break, consolidating from this downtrend that has seen a lot of stocks getting really, really hammered, especially on the growth side of the market,” said Anu Gaggar, global investment strategist for Commonwealth Financial Network.In the latest developments, Ukraine accused Russia of bombing a children's hospital in the besieged port of Mariupol during an agreed ceasefire to enable civilians trapped in the city to escape.Ukraine's Foreign Minister Dmytro Kuleba was due to meet Russian foreign minister Sergei Lavrov in Turkey on Thursday.Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.Investors were awaiting Thursday's report on U.S. consumer prices as a key data release ahead of the Fed's March 15-16 meeting.Advancing issues outnumbered declining ones on the NYSE by a 2.75-to-1 ratio; on Nasdaq, a 3.66-to-1 ratio favored advancers.The S&P 500 posted two new 52-week highs and three new lows; the Nasdaq Composite recorded 32 new highs and 53 new lows.About 14 billion shares changed hands in U.S. exchanges, compared with the 13.6 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094712290,"gmtCreate":1645235352060,"gmtModify":1676534011637,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094712290","repostId":"2212490673","repostType":4,"repost":{"id":"2212490673","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1645226010,"share":"https://ttm.financial/m/news/2212490673?lang=&edition=fundamental","pubTime":"2022-02-19 07:13","market":"us","language":"en","title":"Wall Street Ends Lower as Investors Eye Ukraine Conflict","url":"https://stock-news.laohu8.com/highlight/detail?id=2212490673","media":"Reuters","summary":"* Roku tumbles as supply chain issues hit sales* Monthly options expiry seen adding volatilityFeb 18 (Reuters) - Wall Street ended lower on Friday after escalating tensions in Ukraine and U.S. warning","content":"<html><head></head><body><p>* Roku tumbles as supply chain issues hit sales</p><p>* Monthly options expiry seen adding volatility</p><p>Feb 18 (Reuters) - Wall Street ended lower on Friday after escalating tensions in Ukraine and U.S. warnings of a potential Russian invasion prompted investors to dump risky assets in the run-up to a long weekend.</p><p>The Nasdaq fell sharply, pulled down by declines in high-growth stocks, including Apple, Amazon and Microsoft, each down around.</p><p>Russian-backed separatists packed civilians onto buses out of breakaway regions in east Ukraine, another development in a conflict the West believes Moscow plans to use as justification for all-out invasion of its neighbor. Russia has said it has no intention to attack Ukraine, accusing the West of fear-mongering.</p><p>Speculation about the Federal Reserve&#39;s next move also weighed on equities. New York Fed Bank President John Williams said earlier in the day it would be appropriate to hike interest rates in March, without mentioning the magnitude.</p><p>&#34;This is a confused market, confused about Ukraine, confused about how aggressive the Fed is going to be, and pretty much ignoring very strong earnings results from the fourth quarter,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York.</p><p>Expiration of monthly options contracts was also seen adding to the volatility ahead of the U.S. market holiday on Monday for Presidents&#39; Day.</p><p>The Dow Jones Industrial Average fell 0.68% to end at 34,079.18 points, while the S&amp;P 500 lost 0.72% to 4,348.87.</p><p>The Nasdaq Composite dropped 1.23% to 13,548.07.</p><p>The indexes logged weekly declines for the second straight week, buffeted by rising tensions between Moscow and the West over Ukraine. For the week, the S&amp;P 500 fell 1.6%, the Dow lost 1.9% and the Nasdaq declined 1.8%.</p><p>Intel Corp tumbled 5.3% to its lowest since 2020 after the chipmaker&#39;s turnaround pitch failed to impress investors worried about its loss of market share.</p><p>About 78% of the 417 S&amp;P 500 companies have in this reporting season posted quarterly earnings above analyst estimates as per Refinitiv data.</p><p><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> slumped 22% after the streaming platform&#39;s disappointing quarterly revenue and first-quarter outlook.</p><p>DraftKings Inc also fell 22% after the sports-betting company forecast a bigger-than anticipated 2022 loss.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 28 new lows; the Nasdaq Composite recorded 19 new highs and 395 new lows.</p><p>Volume on U.S. exchanges was 11.3 billion shares, compared with the 12.3 billion average over the last 20 trading days.</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>Wall Street Ends Lower as Investors Eye Ukraine Conflict</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\">\nWall Street Ends Lower as Investors Eye Ukraine Conflict\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\">2022-02-19 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Roku tumbles as supply chain issues hit sales</p><p>* Monthly options expiry seen adding volatility</p><p>Feb 18 (Reuters) - Wall Street ended lower on Friday after escalating tensions in Ukraine and U.S. warnings of a potential Russian invasion prompted investors to dump risky assets in the run-up to a long weekend.</p><p>The Nasdaq fell sharply, pulled down by declines in high-growth stocks, including Apple, Amazon and Microsoft, each down around.</p><p>Russian-backed separatists packed civilians onto buses out of breakaway regions in east Ukraine, another development in a conflict the West believes Moscow plans to use as justification for all-out invasion of its neighbor. Russia has said it has no intention to attack Ukraine, accusing the West of fear-mongering.</p><p>Speculation about the Federal Reserve&#39;s next move also weighed on equities. New York Fed Bank President John Williams said earlier in the day it would be appropriate to hike interest rates in March, without mentioning the magnitude.</p><p>&#34;This is a confused market, confused about Ukraine, confused about how aggressive the Fed is going to be, and pretty much ignoring very strong earnings results from the fourth quarter,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York.</p><p>Expiration of monthly options contracts was also seen adding to the volatility ahead of the U.S. market holiday on Monday for Presidents&#39; Day.</p><p>The Dow Jones Industrial Average fell 0.68% to end at 34,079.18 points, while the S&amp;P 500 lost 0.72% to 4,348.87.</p><p>The Nasdaq Composite dropped 1.23% to 13,548.07.</p><p>The indexes logged weekly declines for the second straight week, buffeted by rising tensions between Moscow and the West over Ukraine. For the week, the S&amp;P 500 fell 1.6%, the Dow lost 1.9% and the Nasdaq declined 1.8%.</p><p>Intel Corp tumbled 5.3% to its lowest since 2020 after the chipmaker&#39;s turnaround pitch failed to impress investors worried about its loss of market share.</p><p>About 78% of the 417 S&amp;P 500 companies have in this reporting season posted quarterly earnings above analyst estimates as per Refinitiv data.</p><p><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> slumped 22% after the streaming platform&#39;s disappointing quarterly revenue and first-quarter outlook.</p><p>DraftKings Inc also fell 22% after the sports-betting company forecast a bigger-than anticipated 2022 loss.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 28 new lows; the Nasdaq Composite recorded 19 new highs and 395 new lows.</p><p>Volume on U.S. exchanges was 11.3 billion shares, compared with the 12.3 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4108":"电影和娱乐","ROKU":"Roku Inc","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","INTC":"英特尔","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4141":"半导体产品",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index","BK4504":"桥水持仓","BK4512":"苹果概念","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212490673","content_text":"* Roku tumbles as supply chain issues hit sales* Monthly options expiry seen adding volatilityFeb 18 (Reuters) - Wall Street ended lower on Friday after escalating tensions in Ukraine and U.S. warnings of a potential Russian invasion prompted investors to dump risky assets in the run-up to a long weekend.The Nasdaq fell sharply, pulled down by declines in high-growth stocks, including Apple, Amazon and Microsoft, each down around.Russian-backed separatists packed civilians onto buses out of breakaway regions in east Ukraine, another development in a conflict the West believes Moscow plans to use as justification for all-out invasion of its neighbor. Russia has said it has no intention to attack Ukraine, accusing the West of fear-mongering.Speculation about the Federal Reserve's next move also weighed on equities. New York Fed Bank President John Williams said earlier in the day it would be appropriate to hike interest rates in March, without mentioning the magnitude.\"This is a confused market, confused about Ukraine, confused about how aggressive the Fed is going to be, and pretty much ignoring very strong earnings results from the fourth quarter,\" said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York.Expiration of monthly options contracts was also seen adding to the volatility ahead of the U.S. market holiday on Monday for Presidents' Day.The Dow Jones Industrial Average fell 0.68% to end at 34,079.18 points, while the S&P 500 lost 0.72% to 4,348.87.The Nasdaq Composite dropped 1.23% to 13,548.07.The indexes logged weekly declines for the second straight week, buffeted by rising tensions between Moscow and the West over Ukraine. For the week, the S&P 500 fell 1.6%, the Dow lost 1.9% and the Nasdaq declined 1.8%.Intel Corp tumbled 5.3% to its lowest since 2020 after the chipmaker's turnaround pitch failed to impress investors worried about its loss of market share.About 78% of the 417 S&P 500 companies have in this reporting season posted quarterly earnings above analyst estimates as per Refinitiv data.Roku Inc slumped 22% after the streaming platform's disappointing quarterly revenue and first-quarter outlook.DraftKings Inc also fell 22% after the sports-betting company forecast a bigger-than anticipated 2022 loss.Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored decliners.The S&P 500 posted 8 new 52-week highs and 28 new lows; the Nasdaq Composite recorded 19 new highs and 395 new lows.Volume on U.S. exchanges was 11.3 billion shares, compared with the 12.3 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056634246,"gmtCreate":1655001994385,"gmtModify":1676535546241,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Tiger give me easy reference to institutions holdings with low fees. Will definitely continue to use this platform in my financial freedom journey. Cheers and happy birthday Tigers warriors! 🎂","listText":"Tiger give me easy reference to institutions holdings with low fees. Will definitely continue to use this platform in my financial freedom journey. Cheers and happy birthday Tigers warriors! 🎂","text":"Tiger give me easy reference to institutions holdings with low fees. Will definitely continue to use this platform in my financial freedom journey. Cheers and happy birthday Tigers warriors! 🎂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056634246","isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019313652,"gmtCreate":1648527757258,"gmtModify":1676534350499,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"More retailer is going to add in intraday volatility, good and bad for tesla","listText":"More retailer is going to add in intraday volatility, good and bad for tesla","text":"More retailer is going to add in intraday volatility, good and bad for tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019313652","repostId":"1170478302","repostType":2,"repost":{"id":"1170478302","kind":"news","pubTimestamp":1648518812,"share":"https://ttm.financial/m/news/1170478302?lang=&edition=fundamental","pubTime":"2022-03-29 09:53","market":"us","language":"en","title":"Should You Buy Tesla Stock After the Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=1170478302","media":"InvestorPlace","summary":"Today brought the news that Tesla(NASDAQ:TSLA) is planning another stock split, and investors are ri","content":"<html><head></head><body><p>Today brought the news that <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) is planning another stock split, and investors are rightly interested in buying TSLA stock after it occurs. While the split isn’t official yet, and no date has been announced, momentum surrounding the decision is strong. However, it is impossible to forget how much TSLA stock has risen since the company split the stock for the first time in 2020. The recent announcements raise the question of whether investors should buy Tesla stock after the split takes place. While the answer is an immediate yes, the electric vehicle (EV) leader’s decision warrants a closer examination.</p><p>Let’s take a look at what the Tesla stock split means for investors.</p><p>Should You Buy Tesla Stock?</p><p>Investors remember watching TSLA stock surge in 2020 after the company announced the 5-for-1 stock split for August of that year. From the split’s announcement to the trading day when it became official, TSLA stock surged 80%. Today, shares surged in pre-market trading and are up about 8% as of this writing.</p><p>All major indicators point to history repeating itself. For investors who missed TSLA stock the first time around, that means a key opportunity to load up on shares when prices are low.</p><p>Companies implement stock splits to make their shares more accessible to small scale investors through price dilution. It worked very well for Tesla in 2020. Since the split was implemented, shares have more than doubled in value. And while a stock split dilutes individual share prices, it doesn’t affect a company’s overall value. This means that once the Tesla stock split is approved, the company is likely to see the bull run that it wants.</p><p>The Road Ahead</p><p>While the buzz surrounding Tesla stock is high today, there are other factors to consider. The company has submitted an 8K filing with the U.S. Securities and Exchange Commission (SEC) to split its stock, but it is contingent upon shareholder approval. There is no official date for the stockholder meeting, but there are rumors it could beheld in June. Regardless, investors can assume that the motion will be voted on sometime within the next few months. The 8K filing noted that Tesla’s definitive proxy statement would include all necessary information about the meeting.</p><p>There’s no reason to suspect that the stock split won’t be approved, though. As noted, the first stock split saw an unquestionable boost to share prices. While it will mean current investors will see their shares diluted, they will also receive a stock dividend in the form of additional shares.</p><p>While it’s clear that investors will benefit from the Tesla stock split, that still leaves those considering buying in. For those wondering if they should buy Tesla stock, consider its performance since August 2020. Since the split became official, TSLA stock has risen by over 160%. Investors who bought in the days that followed certainly don’t regret it.</p><p>The Bottom Line</p><p>When a major company enacts a stock split, it’s generally good news for investors. We saw this when <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>)announced a split earlier this year and again when <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>)did the same. In both cases, shares responded well to the splits.</p><p>Tesla has been pegged as a company that would benefit from a stock split for months. Now that the company is moving forward with it, shares are surging. We’re still not sure when the Tesla stock split will happen, but investors should be watching keenly in the meantime. Investors who buy TSLA stock afterward will surely not regret it.</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>Should You Buy Tesla Stock After the Split?</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\">\nShould You Buy Tesla Stock After the Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/should-you-buy-tesla-stock-after-the-split/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today brought the news that Tesla(NASDAQ:TSLA) is planning another stock split, and investors are rightly interested in buying TSLA stock after it occurs. While the split isn’t official yet, and no ...</p>\n\n<a href=\"https://investorplace.com/2022/03/should-you-buy-tesla-stock-after-the-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/03/should-you-buy-tesla-stock-after-the-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170478302","content_text":"Today brought the news that Tesla(NASDAQ:TSLA) is planning another stock split, and investors are rightly interested in buying TSLA stock after it occurs. While the split isn’t official yet, and no date has been announced, momentum surrounding the decision is strong. However, it is impossible to forget how much TSLA stock has risen since the company split the stock for the first time in 2020. The recent announcements raise the question of whether investors should buy Tesla stock after the split takes place. While the answer is an immediate yes, the electric vehicle (EV) leader’s decision warrants a closer examination.Let’s take a look at what the Tesla stock split means for investors.Should You Buy Tesla Stock?Investors remember watching TSLA stock surge in 2020 after the company announced the 5-for-1 stock split for August of that year. From the split’s announcement to the trading day when it became official, TSLA stock surged 80%. Today, shares surged in pre-market trading and are up about 8% as of this writing.All major indicators point to history repeating itself. For investors who missed TSLA stock the first time around, that means a key opportunity to load up on shares when prices are low.Companies implement stock splits to make their shares more accessible to small scale investors through price dilution. It worked very well for Tesla in 2020. Since the split was implemented, shares have more than doubled in value. And while a stock split dilutes individual share prices, it doesn’t affect a company’s overall value. This means that once the Tesla stock split is approved, the company is likely to see the bull run that it wants.The Road AheadWhile the buzz surrounding Tesla stock is high today, there are other factors to consider. The company has submitted an 8K filing with the U.S. Securities and Exchange Commission (SEC) to split its stock, but it is contingent upon shareholder approval. There is no official date for the stockholder meeting, but there are rumors it could beheld in June. Regardless, investors can assume that the motion will be voted on sometime within the next few months. The 8K filing noted that Tesla’s definitive proxy statement would include all necessary information about the meeting.There’s no reason to suspect that the stock split won’t be approved, though. As noted, the first stock split saw an unquestionable boost to share prices. While it will mean current investors will see their shares diluted, they will also receive a stock dividend in the form of additional shares.While it’s clear that investors will benefit from the Tesla stock split, that still leaves those considering buying in. For those wondering if they should buy Tesla stock, consider its performance since August 2020. Since the split became official, TSLA stock has risen by over 160%. Investors who bought in the days that followed certainly don’t regret it.The Bottom LineWhen a major company enacts a stock split, it’s generally good news for investors. We saw this when Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL)announced a split earlier this year and again when Amazon(NASDAQ:AMZN)did the same. In both cases, shares responded well to the splits.Tesla has been pegged as a company that would benefit from a stock split for months. Now that the company is moving forward with it, shares are surging. We’re still not sure when the Tesla stock split will happen, but investors should be watching keenly in the meantime. Investors who buy TSLA stock afterward will surely not regret it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907068273,"gmtCreate":1660108892095,"gmtModify":1703478038691,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"I will stay&nbsp;invested on Elon Musk brilliant 🧠, he can make a difference&nbsp;","listText":"I will stay&nbsp;invested on Elon Musk brilliant 🧠, he can make a difference&nbsp;","text":"I will stay invested on Elon Musk brilliant 🧠, he can make a difference","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907068273","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044995522,"gmtCreate":1656687265166,"gmtModify":1676535877242,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"This will be my H2&nbsp;performance!&nbsp;","listText":"This will be my H2&nbsp;performance!&nbsp;","text":"This will be my H2 performance!","images":[{"img":"https://community-static.tradeup.com/news/6f3016b2d6fd9b86126f35b688ec6cf1","width":"1080","height":"2329"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044995522","isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9094649057,"gmtCreate":1645143583204,"gmtModify":1676534002076,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094649057","repostId":"2212646666","repostType":2,"repost":{"id":"2212646666","kind":"news","pubTimestamp":1645141643,"share":"https://ttm.financial/m/news/2212646666?lang=&edition=fundamental","pubTime":"2022-02-18 07:47","market":"us","language":"en","title":"Intel Sees Sales Picking Up in Coming Years as It Makes Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2212646666","media":"Bloomberg","summary":"Intel Corp. expects revenue to rise by a percentage in the low single digits this year, with growth ","content":"<html><head></head><body><p>Intel Corp. expects revenue to rise by a percentage in the low single digits this year, with growth picking up in later years as Chief Executive Officer Pat Gelsinger pursues a turnaround of the chipmaker.</p><p>Sales will climb by a high-single-digit percentage by 2023 and 2024, the company said at an investor event in San Francisco. Analysts have been predicted growth of 1% this year, with sales ticking up 3% in 2023 and 8% in 2024.</p><p>“I feel confident in our plan to accelerate and deliver,” Gelsinger said at the event.</p><p>So far, Intel has struggled to capitalize on booming demand for chips -- a surge fueled by the work-from-home trend and the spread of semiconductors into a wider range of devices. While the chip industry’s sales gained 26% last year to a record total of $556 billion, Intel posted a 4% decline.</p><p>The company’s rivals, meanwhile, have been flourishing. Advanced Micro Devices Inc.’s sales grew 68% last year, and Nvidia Corp. posted a 61% gain. Those companies are on course to expand sales more than 25% again in 2022, according to analysts’ projections.</p><p>The biggest chunk of Intel’s sales still comes from the personal-computer market, where its processors remain the most important component of the majority of laptops and desktops. Last year, PC shipments climbed back to levels not seen for a decade, helped by the shift to remote work. But analysts have expressed concern over whether that will continue. And Intel is facing fiercer competition from <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and some customers -- like Apple Inc. -- are switching to their own chips.</p><p>Gelsinger took over the top spot at Intel a year ago, rejoining the chipmaker after about a decade’s absence. The company’s leading executives are explaining to investors Thursday how they will restore Intel’s dominance in the semiconductor business.</p><p>The 60-year-old has outlined a plan to spend tens of billions on new factories that will put him in direct competition with outsourced manufacturing providers such as Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. At the same time, he’s shaking up Intel’s internal production technology operations and is targeting a return to leadership by 2025. The company is also entering new markets such as graphics chips where it will go head to head with AMD and Nvidia.</p><p>Investors have been skeptical. The company’s shares fell 23% in the past year, trailing most of their peers in the Philadelphia Stock Exchange Semiconductor Index. And the stock has declined sharply each time Intel has reported earnings -- a sign investors aren’t happy with the progress they’re seeing.</p></body></html>","source":"yahoofinance","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 Sees Sales Picking Up in Coming Years as It Makes Comeback</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 Sees Sales Picking Up in Coming Years as It Makes Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 07:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/intel-sees-sales-picking-coming-223254589.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel Corp. expects revenue to rise by a percentage in the low single digits this year, with growth picking up in later years as Chief Executive Officer Pat Gelsinger pursues a turnaround of the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/intel-sees-sales-picking-coming-223254589.html\">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","AMD":"美国超微公司","TSEM":"Tower半导体","TSM":"台积电","INTC":"英特尔"},"source_url":"https://finance.yahoo.com/news/intel-sees-sales-picking-coming-223254589.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2212646666","content_text":"Intel Corp. expects revenue to rise by a percentage in the low single digits this year, with growth picking up in later years as Chief Executive Officer Pat Gelsinger pursues a turnaround of the chipmaker.Sales will climb by a high-single-digit percentage by 2023 and 2024, the company said at an investor event in San Francisco. Analysts have been predicted growth of 1% this year, with sales ticking up 3% in 2023 and 8% in 2024.“I feel confident in our plan to accelerate and deliver,” Gelsinger said at the event.So far, Intel has struggled to capitalize on booming demand for chips -- a surge fueled by the work-from-home trend and the spread of semiconductors into a wider range of devices. While the chip industry’s sales gained 26% last year to a record total of $556 billion, Intel posted a 4% decline.The company’s rivals, meanwhile, have been flourishing. Advanced Micro Devices Inc.’s sales grew 68% last year, and Nvidia Corp. posted a 61% gain. Those companies are on course to expand sales more than 25% again in 2022, according to analysts’ projections.The biggest chunk of Intel’s sales still comes from the personal-computer market, where its processors remain the most important component of the majority of laptops and desktops. Last year, PC shipments climbed back to levels not seen for a decade, helped by the shift to remote work. But analysts have expressed concern over whether that will continue. And Intel is facing fiercer competition from AMD, and some customers -- like Apple Inc. -- are switching to their own chips.Gelsinger took over the top spot at Intel a year ago, rejoining the chipmaker after about a decade’s absence. The company’s leading executives are explaining to investors Thursday how they will restore Intel’s dominance in the semiconductor business.The 60-year-old has outlined a plan to spend tens of billions on new factories that will put him in direct competition with outsourced manufacturing providers such as Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. At the same time, he’s shaking up Intel’s internal production technology operations and is targeting a return to leadership by 2025. The company is also entering new markets such as graphics chips where it will go head to head with AMD and Nvidia.Investors have been skeptical. The company’s shares fell 23% in the past year, trailing most of their peers in the Philadelphia Stock Exchange Semiconductor Index. And the stock has declined sharply each time Intel has reported earnings -- a sign investors aren’t happy with the progress they’re seeing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027265535,"gmtCreate":1654043292027,"gmtModify":1676535383410,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"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/9027265535","repostId":"9027280029","repostType":1,"repost":{"id":9027280029,"gmtCreate":1654042500162,"gmtModify":1676535382876,"author":{"id":"4103860021943040","authorId":"4103860021943040","name":"ccy1122","avatar":"https://static.itradeup.com/news/562c0e01bcfc63800f64741051cd9dbe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103860021943040","authorIdStr":"4103860021943040"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;[666]&nbsp;[666]&nbsp;[666]&nbsp;[Heart]&nbsp;[Heart]&nbsp;[Heart]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Victory]&nbsp;[Victory]&nbsp;[Victory]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;[666]&nbsp;[666]&nbsp;[666]&nbsp;[Heart]&nbsp;[Heart]&nbsp;[Heart]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Victory]&nbsp;[Victory]&nbsp;[Victory]&nbsp;","text":"$Apple(AAPL)$[Like] [Like] [Like] [666] [666] [666] [Heart] [Heart] [Heart] [Cool] [Cool] [Cool] [Victory] [Victory] [Victory]","images":[{"img":"https://community-static.tradeup.com/news/d4aca9412a7c8995cf08112d2108d625","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027280029","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028235235,"gmtCreate":1653231493827,"gmtModify":1676535243553,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"#faith","listText":"#faith","text":"#faith","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028235235","repostId":"9028230259","repostType":1,"repost":{"id":9028230259,"gmtCreate":1653230491372,"gmtModify":1676535243366,"author":{"id":"4113807863546282","authorId":"4113807863546282","name":"Brian.L","avatar":"https://community-static.tradeup.com/news/6510b482ecbc9fead97f97f3647bed82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4113807863546282","authorIdStr":"4113807863546282"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>I consider Meta platforms a turnaround play. It has been hit by short term challenges in its&nbsp;Metaverse project. Plenty of&nbsp;speculators/investors are not convinced by&nbsp;FB story in the Metaverse. Moreover, total&nbsp;number of active users have been stagnated in recent quarters which caused investors to lose faith in the business trying to grow its revenue. I see this as a short term issue and believe that FB management team will turn this around. #faith","listText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>I consider Meta platforms a turnaround play. It has been hit by short term challenges in its&nbsp;Metaverse project. Plenty of&nbsp;speculators/investors are not convinced by&nbsp;FB story in the Metaverse. Moreover, total&nbsp;number of active users have been stagnated in recent quarters which caused investors to lose faith in the business trying to grow its revenue. I see this as a short term issue and believe that FB management team will turn this around. #faith","text":"$Meta Platforms, Inc.(FB)$I consider Meta platforms a turnaround play. It has been hit by short term challenges in its Metaverse project. Plenty of speculators/investors are not convinced by FB story in the Metaverse. Moreover, total number of active users have been stagnated in recent quarters which caused investors to lose faith in the business trying to grow its revenue. I see this as a short term issue and believe that FB management team will turn this around. #faith","images":[{"img":"https://community-static.tradeup.com/news/e093e8b34b309e3d1f25370f0e8ef234","width":"1125","height":"3104"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028230259","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083738945,"gmtCreate":1650160054961,"gmtModify":1676534658912,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Come and hunt the Easter egg","listText":"Come and hunt the Easter egg","text":"Come and hunt the Easter egg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083738945","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"🏆【GAME】Hunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010535967,"gmtCreate":1648426077592,"gmtModify":1676534335928,"author":{"id":"4100096911982310","authorId":"4100096911982310","name":"YiCheng0301","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100096911982310","authorIdStr":"4100096911982310"},"themes":[],"htmlText":"Abbvie products with efficacy trials did helped patients&nbsp;","listText":"Abbvie products with efficacy trials did helped patients&nbsp;","text":"Abbvie products with efficacy trials did helped patients","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010535967","repostId":"2222855376","repostType":4,"repost":{"id":"2222855376","kind":"highlight","pubTimestamp":1648341227,"share":"https://ttm.financial/m/news/2222855376?lang=&edition=fundamental","pubTime":"2022-03-27 08:33","market":"us","language":"en","title":"Have $1,000? 2 Warren Buffett Stocks to Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2222855376","media":"Motley Fool","summary":"Through up and down markets, compounding dividends can be a game-changer for long-term investors.","content":"<html><head></head><body><p>Whether you&#39;re an investor just starting out or <a href=\"https://laohu8.com/S/AONE.U\">one</a> who might have a limited budget, it&#39;s a good practice to invest an amount that you&#39;re willing to be without in the short term so that you can build for the long term. If $1,000 is that mark for you, these two Warren Buffett-backed stocks could provide the foundation you want for your long-term investment strategy.</p><p><b>AbbVie</b> ( ABBV 0.66% ) and <b>Verizon Communications</b> ( VZ 0.55% ) offer innovative products in growing markets, combined with a strategy that withstands market volatility, to reward investors with long-term gains. They also carry a special characteristic that is shared by 63% of the stocks owned by Buffett in his <b>Berkshire Hathaway</b> ( BRK.A 1.92% ) ( BRK.B 1.81% ) portfolio.</p><p><img src=\"https://static.tigerbbs.com/139f2005bebaa471067af13c958a38a8\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2>AbbVie: Building a pipeline to keep revenue flowing</h2><p>AbbVie is one of the smallest holdings in Buffett&#39;s Berkshire Hathaway portfolio, at only 0.1% of the portfolio&#39;s total holdings. But that&#39;s the only thing small about this leading innovator in biopharmaceuticals that has seen its stock price grow 53% over the past year -- crushing the <b>S&amp;P 500</b>&#39;s 14.7% one-year return.</p><p>AbbVie has experienced strong growth of its best-selling drug, Humira, which helped the company realize a 22.7% increase in net revenue in 2021. That growth is expected to continue with an 8% increase in sales for Humira during 2022, but could come to a screeching slowdown in 2023. The company estimates a 45% erosion in sales as a result of biosimilar competition entering the U.S. market on the heels of an expiring patent, with a rebound not expected to happen until 2024.</p><p>To offset those losses, the company is depending on a spike in sales of two potential successors to Humira, Rinvoq and Skyrizi. Together these two medications brought in a combined $4.5 billion in 2021 and are expected to reach $15 billion in 2025. AbbVie is also seeing positive results from its Allergan acquisition in 2020, which netted the company Botox, contributing nearly $5 billion to total sales in 2021.</p><p>Going forward, the company has high expectations for a post-COVID rebound in sales of two leading cancer treatment drugs, as well as a pipeline of late-stage programs in cancer treatment. In total, the company has 13 drugs in phase 3 trials across immunology, neuroscience, eye care, oncology, and gastroenterology. Some of these drugs are already approved for certain indications, which could lead to a smoother path toward approval by the U.S. Food and Drug Administration.</p><p>AbbVie also offers a quarterly dividend that can help keep investors engaged during times of trouble. If you include the time before AbbVie was spun off from <b>Abbott Laboratories</b>, the company has been increasing its annual dividend for 50 years, placing it among the elite class of Dividend Kings. At the current share price, the stock&#39;s annual payout of $5.64 per share results in yield of 3.5%. Over the long term, this can be quite a hefty sum due to compounding gains.</p><p>A robust pipeline of drugs combined with a hefty dividend yield of 3.5% that leads most of its big-cap pharma peers makes AbbVie a Buffett-backed stock I&#39;d see no problem investing $1,000 in.</p><h2>Verizon: Checking off boxes to keep investors satisfied</h2><p>Verizon ranks ninth in Buffett&#39;s Berkshire Hathaway portfolio of 47 stocks in terms of portfolio holding and total value. But the company&#39;s investors have not been exempt from the broader market volatility that has impacted tech stocks, as Verizon&#39;s stock price has seen a 15% decline since May of last year.</p><p>Fortunately, CEO Hans Vestberg, who came on board in 2018 after a stint as chief technology officer, has a clear plan in place that could trigger a rebound. It includes reducing the company&#39;s capital intensity to under 12%, growing dividends, paying down debt, and speeding up a timeline for share repurchases.</p><p>Boxes are already being checked off for that plan. Verizon&#39;s Q4 report highlighted a 6.5% year-over-year growth in wireless services revenue, driven by higher revenue per account, meaning existing customers are spending more. Growth is also coming from an increase in subscriptions for wireless and broadband. FiOS (its bundled service for internet, cable, and telephone) finished Q4 of last year with a 5.7% year-over-year spike in revenue, allowing the company to post its best full-year performance for FiOS since 2014.</p><p>The company expects to check off a few more boxes during 2022, starting with a continued quarterly dividend payout of $0.64 per share, to be paid on May 2 to investors of record on April 8. This represents a 5% dividend yield, topping the telecom sector average of 4.36%.</p><p>By year-end, the company is looking to complete an accelerated plan to bring 5G ultra wideband service to an additional 30 major markets serving over 175 million people -- a full year ahead of schedule. And while doing so, Vestberg has his eyes on reducing capital expenditures 9% to $16.5 billion.</p><p>If 2022 goes according to plan, the company is projecting full-year earnings per share that just slightly tops Wall Street estimates. Management is also looking for 9% to 10% growth in services revenue. Ultimately, Verizon&#39;s technological advancements should lead to new revenue, supported by acquisitions in the telecom space and collaborations with companies such as <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (formerly Facebook) as the two work toward building out the immersive digital world referred to as the metaverse.</p><p>Verizon investors should stand to gain from continued dividends and a wireless market that is projected to grow at a 15.4% compound annual rate through 2027. The company&#39;s shares currently trade at a P/E ratio of 9.6, far below the wireless telecom industry average of 30. All in all, Verizon is an excellent opportunity for long-term investors who are looking for somewhere to invest $1,000.</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>Have $1,000? 2 Warren Buffett Stocks to Buy</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\">\nHave $1,000? 2 Warren Buffett Stocks to Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 08:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/26/have-1000-2-warren-buffett-stocks-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Whether you're an investor just starting out or one who might have a limited budget, it's a good practice to invest an amount that you're willing to be without in the short term so that you can build ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/26/have-1000-2-warren-buffett-stocks-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BK4550":"红杉资本持仓","BRK.A":"伯克希尔","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","ABBV":"艾伯维公司","BRK.B":"伯克希尔B","VZ":"威瑞森"},"source_url":"https://www.fool.com/investing/2022/03/26/have-1000-2-warren-buffett-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222855376","content_text":"Whether you're an investor just starting out or one who might have a limited budget, it's a good practice to invest an amount that you're willing to be without in the short term so that you can build for the long term. If $1,000 is that mark for you, these two Warren Buffett-backed stocks could provide the foundation you want for your long-term investment strategy.AbbVie ( ABBV 0.66% ) and Verizon Communications ( VZ 0.55% ) offer innovative products in growing markets, combined with a strategy that withstands market volatility, to reward investors with long-term gains. They also carry a special characteristic that is shared by 63% of the stocks owned by Buffett in his Berkshire Hathaway ( BRK.A 1.92% ) ( BRK.B 1.81% ) portfolio.Image source: Getty Images.AbbVie: Building a pipeline to keep revenue flowingAbbVie is one of the smallest holdings in Buffett's Berkshire Hathaway portfolio, at only 0.1% of the portfolio's total holdings. But that's the only thing small about this leading innovator in biopharmaceuticals that has seen its stock price grow 53% over the past year -- crushing the S&P 500's 14.7% one-year return.AbbVie has experienced strong growth of its best-selling drug, Humira, which helped the company realize a 22.7% increase in net revenue in 2021. That growth is expected to continue with an 8% increase in sales for Humira during 2022, but could come to a screeching slowdown in 2023. The company estimates a 45% erosion in sales as a result of biosimilar competition entering the U.S. market on the heels of an expiring patent, with a rebound not expected to happen until 2024.To offset those losses, the company is depending on a spike in sales of two potential successors to Humira, Rinvoq and Skyrizi. Together these two medications brought in a combined $4.5 billion in 2021 and are expected to reach $15 billion in 2025. AbbVie is also seeing positive results from its Allergan acquisition in 2020, which netted the company Botox, contributing nearly $5 billion to total sales in 2021.Going forward, the company has high expectations for a post-COVID rebound in sales of two leading cancer treatment drugs, as well as a pipeline of late-stage programs in cancer treatment. In total, the company has 13 drugs in phase 3 trials across immunology, neuroscience, eye care, oncology, and gastroenterology. Some of these drugs are already approved for certain indications, which could lead to a smoother path toward approval by the U.S. Food and Drug Administration.AbbVie also offers a quarterly dividend that can help keep investors engaged during times of trouble. If you include the time before AbbVie was spun off from Abbott Laboratories, the company has been increasing its annual dividend for 50 years, placing it among the elite class of Dividend Kings. At the current share price, the stock's annual payout of $5.64 per share results in yield of 3.5%. Over the long term, this can be quite a hefty sum due to compounding gains.A robust pipeline of drugs combined with a hefty dividend yield of 3.5% that leads most of its big-cap pharma peers makes AbbVie a Buffett-backed stock I'd see no problem investing $1,000 in.Verizon: Checking off boxes to keep investors satisfiedVerizon ranks ninth in Buffett's Berkshire Hathaway portfolio of 47 stocks in terms of portfolio holding and total value. But the company's investors have not been exempt from the broader market volatility that has impacted tech stocks, as Verizon's stock price has seen a 15% decline since May of last year.Fortunately, CEO Hans Vestberg, who came on board in 2018 after a stint as chief technology officer, has a clear plan in place that could trigger a rebound. It includes reducing the company's capital intensity to under 12%, growing dividends, paying down debt, and speeding up a timeline for share repurchases.Boxes are already being checked off for that plan. Verizon's Q4 report highlighted a 6.5% year-over-year growth in wireless services revenue, driven by higher revenue per account, meaning existing customers are spending more. Growth is also coming from an increase in subscriptions for wireless and broadband. FiOS (its bundled service for internet, cable, and telephone) finished Q4 of last year with a 5.7% year-over-year spike in revenue, allowing the company to post its best full-year performance for FiOS since 2014.The company expects to check off a few more boxes during 2022, starting with a continued quarterly dividend payout of $0.64 per share, to be paid on May 2 to investors of record on April 8. This represents a 5% dividend yield, topping the telecom sector average of 4.36%.By year-end, the company is looking to complete an accelerated plan to bring 5G ultra wideband service to an additional 30 major markets serving over 175 million people -- a full year ahead of schedule. And while doing so, Vestberg has his eyes on reducing capital expenditures 9% to $16.5 billion.If 2022 goes according to plan, the company is projecting full-year earnings per share that just slightly tops Wall Street estimates. Management is also looking for 9% to 10% growth in services revenue. Ultimately, Verizon's technological advancements should lead to new revenue, supported by acquisitions in the telecom space and collaborations with companies such as Meta Platforms (formerly Facebook) as the two work toward building out the immersive digital world referred to as the metaverse.Verizon investors should stand to gain from continued dividends and a wireless market that is projected to grow at a 15.4% compound annual rate through 2027. The company's shares currently trade at a P/E ratio of 9.6, far below the wireless telecom industry average of 30. All in all, Verizon is an excellent opportunity for long-term investors who are looking for somewhere to invest $1,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}