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2022-08-04

The hell they are doing... bunch of morons

Wall Street's "Fear Gauge" in Limbo As Big Investors Keep Shunning Stocks

2022-07-22

Like pls

What Tesla's Massive Bitcoin Selloff Means for Investors

2022-06-06

EV to the Moooooooon

NIO and XPeng Stocks Jump as Chinese EV Demand Returns, Tesla Investors Will Cheer

2022-05-08

I will agree to disagree this article. Tesla is undervalue instead I feel

Tesla: Overvalued By 85.26% And Not A Technology Company

2022-05-02

Oh no

Amazon Falls Again as the Premium Valuation Era Shows Signs of Cracking

2022-04-19

Just buy think later

Amazon: The Bag Is Heavy Going Into Q1 Earnings

2022-04-01

What happened?

Sorry, the original content has been removed

2022-03-31

Jiak Sai Liao.....

Baidu and iQIYI Stocks Slid in Premarket Trading

2022-03-16

Pls drop

Oil Prices Tumble Below $100 and Keep Falling. Here’s Why.

2022-03-01

Yes totally agreed that it is overvalued. But the fundamental of the company and it's the future plans gave investors confidence in investing it.

Sorry, the original content has been removed

2022-02-18

Rus will never attack come on.... it's the blow up by the media.

Stock Futures Rise After Steep Selloff, as Tensions Mount in Ukraine

2022-02-16

To the moon!!!

Sorry, the original content has been removed

2022-02-01

Highly unlikely

3 Stocks That Can Plunge 42% to 92% in 2022, According to Wall Street

2022-01-27

Why is EV kept dropping like grapes this few days?

EV Stocks Dropped in Morning Trading

2022-01-26

Finally some green today?

Sorry, the original content has been removed

2022-01-20

Infant stage for all EVs. there is a huge room to grow for all of them

Why Tesla Is the One Stock I'd Avoid in 2022

Go to Tiger App to see more news

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hell they are doing... bunch of morons","listText":"The hell they are doing... bunch of morons","text":"The hell they are doing... bunch of morons","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902997993","repostId":"2256993259","repostType":4,"repost":{"id":"2256993259","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":1659627509,"share":"https://www.laohu8.com/m/news/2256993259?lang=&edition=full","pubTime":"2022-08-04 23:38","market":"fut","language":"en","title":"Wall Street's \"Fear Gauge\" in Limbo As Big Investors Keep Shunning Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2256993259","media":"Reuters","summary":"(Reuters) - Wall Street’s most closely watched gauge of market anxiety shows expectations of choppy ","content":"<html><head></head><body><p>(Reuters) - Wall Street’s most closely watched gauge of market anxiety shows expectations of choppy trading ahead despite a recent snapback in U.S. stocks, though institutional investors&#39; low exposure to equities may help curb gyrations.</p><p>The Cboe Volatility Index, an options-based indicator that reflects demand for protection against drops in the stock market, recently stood at 23, following a sharp rally in stocks that has taken the S&amp;P 500 index up 12% from its mid-June low on expectations that the Federal Reserve may be less hawkish than anticipated in its fight against inflation.</p><p>VIX readings above 20 are generally associated with an elevated sense of investor anxiety about the near-term outlook for stocks, while readings north of 30 or 35 point to acute fear.</p><p>The VIX is well above its long-term median of 17.7, signaling continued unease about the longer-term outlook for stocks. Still, it is down from its year high of almost 40 and has oscillated between 20 and 30 for six weeks, its longest time within that 10-point range in a year-and-a-half.</p><p>Meanwhile, the VVIX index - a gauge of expected swings in the fear index, slumped to a three-year low earlier this week, signaling investors do not expect sharp swings in either direction from the VIX.</p><p>&#34;There is just less of a concern of an outlier kind of move in the market,&#34; said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group.</p><p>The lowered expectations for extreme volatility come as investors assess whether stocks can sustain a rally in which the S&amp;P 500 in July notched its best one-month percentage gain since November 2020. The July rally followed stocks&#39; worst first half of the year since 1970.</p><p>San Francisco Fed President Mary Daly on Tuesday pushed back on expectations of a so-called dovish pivot from the Fed, saying that the central bank’s fight against inflation was &#34;nowhere near&#34; done, and data on U.S. employment on Friday and consumer prices next week could bolster the case for Fed hawkishness.</p><p>Meanwhile, several Wall Street banks have cast a skeptical eye on the recent rebound in stocks and warned of more downside ahead.</p><p>&#34;We view this as a bear market rally,&#34; wrote Savita Subramanian, equity and quant strategist at BofA Global Research in a report, noting that such rebounds have occurred an average of 1.5 times per bear market since 1929. The bank has a year-end target of 3,600 on the S&amp;P 500, about 14% below current levels.</p><h3>LOW EXPOSURE</h3><p>One factor that could help dampen market volatility in coming months is limited exposure to stocks among institutional investors, who earlier this year raced to cut their stock allocations as the Fed ramped up expectations that it will fight inflation with market-bruising interest rate hikes.</p><p>Despite the recent bounce, big investors&#39; exposure to stocks remains low. Equity positioning for both discretionary and systematic investors remains in the 12th percentile of its range since January 2010, according to a July 29 note by Deutsche Bank analysts.</p><p>&#34;Institutional positioning in equities is at the low end of its historical range,&#34; said Anand Omprakash, head of derivatives and quantitative strategy at Elevation Securities. &#34;You have a situation where the catalyst for an explosive equity crash is not as prevalent as it might have been in the past.&#34;</p><p>Lighter positioning means investors are not exhibiting the same rush to load up on options insurance against a downside move in stocks, a factor that can moderate the VIX&#39;s rise even if stocks come in for another bout of weakness.</p><p>The 10-day average daily trading volume in VIX options has slipped to about 360,000 contracts, the lowest since early January, according to a Reuters analysis.</p><p>Lighter allocations to equities may also take the edge off potential selloffs, said Max Grinacoff, U.S. equity derivatives strategist at BNP Paribas. His firm has a year-end target of 4,400 on the S&amp;P 500 - some 7% above current levels.</p><p>&#34;Because of how clean positioning has become through the year ... you are not having the impact from everyone running for the exit at once,&#34; he said.</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's \"Fear Gauge\" in Limbo As Big Investors Keep Shunning Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street's \"Fear Gauge\" in Limbo As Big Investors Keep Shunning Stocks\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\">2022-08-04 23:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street’s most closely watched gauge of market anxiety shows expectations of choppy trading ahead despite a recent snapback in U.S. stocks, though institutional investors&#39; low exposure to equities may help curb gyrations.</p><p>The Cboe Volatility Index, an options-based indicator that reflects demand for protection against drops in the stock market, recently stood at 23, following a sharp rally in stocks that has taken the S&amp;P 500 index up 12% from its mid-June low on expectations that the Federal Reserve may be less hawkish than anticipated in its fight against inflation.</p><p>VIX readings above 20 are generally associated with an elevated sense of investor anxiety about the near-term outlook for stocks, while readings north of 30 or 35 point to acute fear.</p><p>The VIX is well above its long-term median of 17.7, signaling continued unease about the longer-term outlook for stocks. Still, it is down from its year high of almost 40 and has oscillated between 20 and 30 for six weeks, its longest time within that 10-point range in a year-and-a-half.</p><p>Meanwhile, the VVIX index - a gauge of expected swings in the fear index, slumped to a three-year low earlier this week, signaling investors do not expect sharp swings in either direction from the VIX.</p><p>&#34;There is just less of a concern of an outlier kind of move in the market,&#34; said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group.</p><p>The lowered expectations for extreme volatility come as investors assess whether stocks can sustain a rally in which the S&amp;P 500 in July notched its best one-month percentage gain since November 2020. The July rally followed stocks&#39; worst first half of the year since 1970.</p><p>San Francisco Fed President Mary Daly on Tuesday pushed back on expectations of a so-called dovish pivot from the Fed, saying that the central bank’s fight against inflation was &#34;nowhere near&#34; done, and data on U.S. employment on Friday and consumer prices next week could bolster the case for Fed hawkishness.</p><p>Meanwhile, several Wall Street banks have cast a skeptical eye on the recent rebound in stocks and warned of more downside ahead.</p><p>&#34;We view this as a bear market rally,&#34; wrote Savita Subramanian, equity and quant strategist at BofA Global Research in a report, noting that such rebounds have occurred an average of 1.5 times per bear market since 1929. The bank has a year-end target of 3,600 on the S&amp;P 500, about 14% below current levels.</p><h3>LOW EXPOSURE</h3><p>One factor that could help dampen market volatility in coming months is limited exposure to stocks among institutional investors, who earlier this year raced to cut their stock allocations as the Fed ramped up expectations that it will fight inflation with market-bruising interest rate hikes.</p><p>Despite the recent bounce, big investors&#39; exposure to stocks remains low. Equity positioning for both discretionary and systematic investors remains in the 12th percentile of its range since January 2010, according to a July 29 note by Deutsche Bank analysts.</p><p>&#34;Institutional positioning in equities is at the low end of its historical range,&#34; said Anand Omprakash, head of derivatives and quantitative strategy at Elevation Securities. &#34;You have a situation where the catalyst for an explosive equity crash is not as prevalent as it might have been in the past.&#34;</p><p>Lighter positioning means investors are not exhibiting the same rush to load up on options insurance against a downside move in stocks, a factor that can moderate the VIX&#39;s rise even if stocks come in for another bout of weakness.</p><p>The 10-day average daily trading volume in VIX options has slipped to about 360,000 contracts, the lowest since early January, according to a Reuters analysis.</p><p>Lighter allocations to equities may also take the edge off potential selloffs, said Max Grinacoff, U.S. equity derivatives strategist at BNP Paribas. His firm has a year-end target of 4,400 on the S&amp;P 500 - some 7% above current levels.</p><p>&#34;Because of how clean positioning has become through the year ... you are not having the impact from everyone running for the exit at once,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VXX":"短期VIX期货ETN","VIX":"标普500波动率指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256993259","content_text":"(Reuters) - Wall Street’s most closely watched gauge of market anxiety shows expectations of choppy trading ahead despite a recent snapback in U.S. stocks, though institutional investors' low exposure to equities may help curb gyrations.The Cboe Volatility Index, an options-based indicator that reflects demand for protection against drops in the stock market, recently stood at 23, following a sharp rally in stocks that has taken the S&P 500 index up 12% from its mid-June low on expectations that the Federal Reserve may be less hawkish than anticipated in its fight against inflation.VIX readings above 20 are generally associated with an elevated sense of investor anxiety about the near-term outlook for stocks, while readings north of 30 or 35 point to acute fear.The VIX is well above its long-term median of 17.7, signaling continued unease about the longer-term outlook for stocks. Still, it is down from its year high of almost 40 and has oscillated between 20 and 30 for six weeks, its longest time within that 10-point range in a year-and-a-half.Meanwhile, the VVIX index - a gauge of expected swings in the fear index, slumped to a three-year low earlier this week, signaling investors do not expect sharp swings in either direction from the VIX.\"There is just less of a concern of an outlier kind of move in the market,\" said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group.The lowered expectations for extreme volatility come as investors assess whether stocks can sustain a rally in which the S&P 500 in July notched its best one-month percentage gain since November 2020. The July rally followed stocks' worst first half of the year since 1970.San Francisco Fed President Mary Daly on Tuesday pushed back on expectations of a so-called dovish pivot from the Fed, saying that the central bank’s fight against inflation was \"nowhere near\" done, and data on U.S. employment on Friday and consumer prices next week could bolster the case for Fed hawkishness.Meanwhile, several Wall Street banks have cast a skeptical eye on the recent rebound in stocks and warned of more downside ahead.\"We view this as a bear market rally,\" wrote Savita Subramanian, equity and quant strategist at BofA Global Research in a report, noting that such rebounds have occurred an average of 1.5 times per bear market since 1929. The bank has a year-end target of 3,600 on the S&P 500, about 14% below current levels.LOW EXPOSUREOne factor that could help dampen market volatility in coming months is limited exposure to stocks among institutional investors, who earlier this year raced to cut their stock allocations as the Fed ramped up expectations that it will fight inflation with market-bruising interest rate hikes.Despite the recent bounce, big investors' exposure to stocks remains low. Equity positioning for both discretionary and systematic investors remains in the 12th percentile of its range since January 2010, according to a July 29 note by Deutsche Bank analysts.\"Institutional positioning in equities is at the low end of its historical range,\" said Anand Omprakash, head of derivatives and quantitative strategy at Elevation Securities. \"You have a situation where the catalyst for an explosive equity crash is not as prevalent as it might have been in the past.\"Lighter positioning means investors are not exhibiting the same rush to load up on options insurance against a downside move in stocks, a factor that can moderate the VIX's rise even if stocks come in for another bout of weakness.The 10-day average daily trading volume in VIX options has slipped to about 360,000 contracts, the lowest since early January, according to a Reuters analysis.Lighter allocations to equities may also take the edge off potential selloffs, said Max Grinacoff, U.S. equity derivatives strategist at BNP Paribas. His firm has a year-end target of 4,400 on the S&P 500 - some 7% above current levels.\"Because of how clean positioning has become through the year ... you are not having the impact from everyone running for the exit at once,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077859867,"gmtCreate":1658495461759,"gmtModify":1676536167668,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077859867","repostId":"2253703587","repostType":2,"repost":{"id":"2253703587","pubTimestamp":1658493375,"share":"https://www.laohu8.com/m/news/2253703587?lang=&edition=full","pubTime":"2022-07-22 20:36","market":"us","language":"en","title":"What Tesla's Massive Bitcoin Selloff Means for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2253703587","media":"Motley Fool","summary":"Elon Musk says crypto is a 'sideshow' for Tesla.","content":"<html><head></head><body><h3>Key points</h3><ul><li>Tesla bought $1.5 billion worth of BTC in early 2021, and announced that it has sold off 75% of it.</li><li>Tesla said it needed to maximize its cash holdings due to uncertainty caused by ongoing COVID-19 lockdowns in China.</li><li>Tesla&#39;s move did not have a significant impact on Bitcoin&#39;s price, potentially because the sale has already happened.</li></ul><p>Tesla said in its recent earnings statement that it had sold 75% of its Bitcoin. The electric car maker has been hard hit by COVID-19 lockdowns in China. It said the ongoing uncertainty meant it needed to maximize its cash holdings, and assured investors that the sell-off was not a reflection of its views on Bitcoin (BTC). Bitcoin fell around 3% following the news, but is still up over 11% in the past seven days, according to CoinMarketCap data.</p><h2>Tesla and Bitcoin</h2><p>Tesla has a mixed relationship with cryptocurrency. Its CEO and founder, Elon Musk, is an active crypto enthusiast who regularly tweets about cryptocurrency, particularly his favorite token, Dogecoin (DOGE).</p><p>Tesla bought $1.5 billion worth of Bitcoin in early 2021, and sold 10% of its holdings in the following few months. It also announced it would accept Bitcoin payments, a decision that played a significant role in the subsequent crypto rally. However, in May 2021, Tesla changed its stance. It said it would suspend Bitcoin payments due to environmental concerns. This was one of the reasons for 2021&#39;s first major crypto price drop. At the time, Musk said there was no plan to sell its Bitcoin holdings.</p><p>It&#39;s worth noting that cryptocurrency is not Tesla&#39;s main business. Indeed, many would argue that the heavy environmental cost of mining Bitcoin is actually at odds with Tesla&#39;s values of sustainability. During Tesla&#39;s earnings call, Musk said: &#34;Tesla&#39;s goal is to accelerate the advent of sustainable energy. We&#39;re not really -- cryptocurrency is a sideshow to the sideshow.&#34;</p><h2>What it means for investors</h2><p>Tesla&#39;s decision to sell has not had a huge impact on Bitcoin&#39;s price. The news did stop a very tentative rally -- the lead crypto briefly topped $24,000 for the first time in over two months. But unlike other Tesla and Musk moves, the reaction to Tesla&#39;s sell-off was relatively muted.</p><p>There are two potential reasons for this. First, the sell-off has already happened. In its earnings statement, Tesla said, &#34;As of the end of Q2, we have converted approximately 75% of our Bitcoin purchases into fiat currency.&#34; It will have an impact on market sentiment, but we&#39;re not about to see a $1 billion BTC selloff in the coming weeks.</p><p>Second, it doesn&#39;t reflect a loss of confidence in crypto on Tesla&#39;s part. The recent crypto crash has shaken many investors&#39; beliefs in the long-term potential of the industry, but that&#39;s not why Tesla says it sold. &#34;We are certainly open to increasing our Bitcoin holdings in future, so this should not be taken as some verdict on Bitcoin,&#34; said Musk in the company&#39;s earnings call. He added, &#34;It&#39;s just that we were concerned about overall liquidity for the company, given COVID shutdowns in China.&#34;</p><p>Moreover, Tesla says it sold the Bitcoin for a realized gain. This may interest other companies considering adding Bitcoin to their balance sheets. (However, Tesla is now underwater on the other Bitcoin it holds.) Nevertheless, there&#39;s some reassurance in the fact that Tesla was able to liquidate over $1 billion worth of BTC without incurring major losses in spite of the dramatic drop in crypto prices.</p><h2>Bottom line</h2><p>In recent years, Tesla and Musk have had an outsized impact on cryptocurrency prices. But the news that Tesla has already sold a large proportion of its crypto is only a blip on the charts compared with other issues at play. Not only has the industry matured in the past 18 months, but crypto is weathering far more significant storms.</p><p>The world is grappling with spiraling inflation, a potential energy crisis, and fears of a recession. Crypto markets are reeling from the failure of several well-known platforms and companies, and there&#39;s concern about the impact of increased regulation. Many crypto investors are braced for more bad news, but it&#39;s unlikely to come from Tesla or Elon Musk.</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>What Tesla's Massive Bitcoin Selloff Means for Investors</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 Tesla's Massive Bitcoin Selloff Means for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 20:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/the-ascent/cryptocurrency/articles/what-teslas-massive-bitcoin-selloff-means-for-investors/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key pointsTesla bought $1.5 billion worth of BTC in early 2021, and announced that it has sold off 75% of it.Tesla said it needed to maximize its cash holdings due to uncertainty caused by ongoing ...</p>\n\n<a href=\"https://www.fool.com/the-ascent/cryptocurrency/articles/what-teslas-massive-bitcoin-selloff-means-for-investors/\">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","GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.fool.com/the-ascent/cryptocurrency/articles/what-teslas-massive-bitcoin-selloff-means-for-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253703587","content_text":"Key pointsTesla bought $1.5 billion worth of BTC in early 2021, and announced that it has sold off 75% of it.Tesla said it needed to maximize its cash holdings due to uncertainty caused by ongoing COVID-19 lockdowns in China.Tesla's move did not have a significant impact on Bitcoin's price, potentially because the sale has already happened.Tesla said in its recent earnings statement that it had sold 75% of its Bitcoin. The electric car maker has been hard hit by COVID-19 lockdowns in China. It said the ongoing uncertainty meant it needed to maximize its cash holdings, and assured investors that the sell-off was not a reflection of its views on Bitcoin (BTC). Bitcoin fell around 3% following the news, but is still up over 11% in the past seven days, according to CoinMarketCap data.Tesla and BitcoinTesla has a mixed relationship with cryptocurrency. Its CEO and founder, Elon Musk, is an active crypto enthusiast who regularly tweets about cryptocurrency, particularly his favorite token, Dogecoin (DOGE).Tesla bought $1.5 billion worth of Bitcoin in early 2021, and sold 10% of its holdings in the following few months. It also announced it would accept Bitcoin payments, a decision that played a significant role in the subsequent crypto rally. However, in May 2021, Tesla changed its stance. It said it would suspend Bitcoin payments due to environmental concerns. This was one of the reasons for 2021's first major crypto price drop. At the time, Musk said there was no plan to sell its Bitcoin holdings.It's worth noting that cryptocurrency is not Tesla's main business. Indeed, many would argue that the heavy environmental cost of mining Bitcoin is actually at odds with Tesla's values of sustainability. During Tesla's earnings call, Musk said: \"Tesla's goal is to accelerate the advent of sustainable energy. We're not really -- cryptocurrency is a sideshow to the sideshow.\"What it means for investorsTesla's decision to sell has not had a huge impact on Bitcoin's price. The news did stop a very tentative rally -- the lead crypto briefly topped $24,000 for the first time in over two months. But unlike other Tesla and Musk moves, the reaction to Tesla's sell-off was relatively muted.There are two potential reasons for this. First, the sell-off has already happened. In its earnings statement, Tesla said, \"As of the end of Q2, we have converted approximately 75% of our Bitcoin purchases into fiat currency.\" It will have an impact on market sentiment, but we're not about to see a $1 billion BTC selloff in the coming weeks.Second, it doesn't reflect a loss of confidence in crypto on Tesla's part. The recent crypto crash has shaken many investors' beliefs in the long-term potential of the industry, but that's not why Tesla says it sold. \"We are certainly open to increasing our Bitcoin holdings in future, so this should not be taken as some verdict on Bitcoin,\" said Musk in the company's earnings call. He added, \"It's just that we were concerned about overall liquidity for the company, given COVID shutdowns in China.\"Moreover, Tesla says it sold the Bitcoin for a realized gain. This may interest other companies considering adding Bitcoin to their balance sheets. (However, Tesla is now underwater on the other Bitcoin it holds.) Nevertheless, there's some reassurance in the fact that Tesla was able to liquidate over $1 billion worth of BTC without incurring major losses in spite of the dramatic drop in crypto prices.Bottom lineIn recent years, Tesla and Musk have had an outsized impact on cryptocurrency prices. But the news that Tesla has already sold a large proportion of its crypto is only a blip on the charts compared with other issues at play. Not only has the industry matured in the past 18 months, but crypto is weathering far more significant storms.The world is grappling with spiraling inflation, a potential energy crisis, and fears of a recession. Crypto markets are reeling from the failure of several well-known platforms and companies, and there's concern about the impact of increased regulation. Many crypto investors are braced for more bad news, but it's unlikely to come from Tesla or Elon Musk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053814500,"gmtCreate":1654515750000,"gmtModify":1676535460424,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"EV to the Moooooooon","listText":"EV to the Moooooooon","text":"EV to the Moooooooon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053814500","repostId":"1105219883","repostType":2,"repost":{"id":"1105219883","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654515198,"share":"https://www.laohu8.com/m/news/1105219883?lang=&edition=full","pubTime":"2022-06-06 19:33","market":"us","language":"en","title":"NIO and XPeng Stocks Jump as Chinese EV Demand Returns, Tesla Investors Will Cheer","url":"https://stock-news.laohu8.com/highlight/detail?id=1105219883","media":"Dow Jones","summary":"Shares of Chinese electric-vehicle makers were rising, a lot, to start the week in Hong Kong trading","content":"<html><head></head><body><p>Shares of Chinese electric-vehicle makers were rising, a lot, to start the week in Hong Kong trading. Investors can thank demand, which appears to be returning after Covid lockdowns roiled the entire Chinese economy.</p><p>June passenger vehicle wholesale volumes to grow 50% in June, compared with May. What’s more, retail sales volumes are expected to grow 20% quarter over quarter, boosted by improving production and tax cuts designed to stimulate demand.</p><p>That’s a relief for investors. <a href=\"https://laohu8.com/S/NIO\">NIO </a>, for instance, delivered about 5,000 vehicles in April 2022, down more than 50% from December levels, as Covid lockdowns hit production as well as sales across China.</p><p>In addition to Chung’s Monday report, Chinese auto maker BYD also reported May sales volumes. Sales of its battery electric vehicle, or BEV, hit 53,349 units in May, up 185% from May 2021. That’s a tangible sign demand for electric vehicles is returning after the Covid slump.</p><p>Shares of BYD were up 5.7% in Hong Kong trading Monday.</p><p>Shares of NIO, <a href=\"https://laohu8.com/S/XPEV\">XPeng </a> and <a href=\"https://laohu8.com/S/LI\">Li Auto </a> gained 5.9%, 8.3% and 12.5%, respectively, in Hong Kong trading. All three of those companies have stock listings in Hong Kong as well as New York.</p><p>The Hong Kong trading was leading U.S. trading early Monday. New York-listed shares of NIO, XPeng and Li rose 5.1%, 5.2% and 9.1% in premarket trading, respectively.</p><p>It looks to be a good start to the week for most U.S. stocks. S&amp;P 500 and Dow Jones Industrial Average futures also were rising about 1.1% and 0.8%, respectively.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shares rose Monday by about 3.9% to roughly $731 a piece. Better Chinese EV demand is part of the story, but so is CEO Elon Musk.</p><p>Tesla stock fell 9.2% Friday after employment confusion created by a series of reports indicated that Tesla might be cutting headcount. Musk clarified his position in a Saturday tweet, indicating Tesla total headcount would grow in 2022, while the headcount of salaried employees would remain relatively flat.</p><p>The initial reports were jarring for investors because Tesla is expected to grow unit volumes roughly 50% in 2022. It takes more people to build more cars.</p><p>Coming into Monday, Tesla shares have declined about 33% this year. Inflation and rising interest rates have sapped some investor enthusiasm for most automotive stocks. Higher inflation threatens profit margins via higher costs. Higher rates threatens new car demand by hurting affordability. Most cars are purchased with financing.</p><p>NIO, XPeng and Li shares have fallen almost 40%, on average, in 2022. Auto trends have impacted those three too</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>NIO and XPeng Stocks Jump as Chinese EV Demand Returns, Tesla Investors Will Cheer</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\">\nNIO and XPeng Stocks Jump as Chinese EV Demand Returns, Tesla Investors Will Cheer\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-06 19:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Chinese electric-vehicle makers were rising, a lot, to start the week in Hong Kong trading. Investors can thank demand, which appears to be returning after Covid lockdowns roiled the entire Chinese economy.</p><p>June passenger vehicle wholesale volumes to grow 50% in June, compared with May. What’s more, retail sales volumes are expected to grow 20% quarter over quarter, boosted by improving production and tax cuts designed to stimulate demand.</p><p>That’s a relief for investors. <a href=\"https://laohu8.com/S/NIO\">NIO </a>, for instance, delivered about 5,000 vehicles in April 2022, down more than 50% from December levels, as Covid lockdowns hit production as well as sales across China.</p><p>In addition to Chung’s Monday report, Chinese auto maker BYD also reported May sales volumes. Sales of its battery electric vehicle, or BEV, hit 53,349 units in May, up 185% from May 2021. That’s a tangible sign demand for electric vehicles is returning after the Covid slump.</p><p>Shares of BYD were up 5.7% in Hong Kong trading Monday.</p><p>Shares of NIO, <a href=\"https://laohu8.com/S/XPEV\">XPeng </a> and <a href=\"https://laohu8.com/S/LI\">Li Auto </a> gained 5.9%, 8.3% and 12.5%, respectively, in Hong Kong trading. All three of those companies have stock listings in Hong Kong as well as New York.</p><p>The Hong Kong trading was leading U.S. trading early Monday. New York-listed shares of NIO, XPeng and Li rose 5.1%, 5.2% and 9.1% in premarket trading, respectively.</p><p>It looks to be a good start to the week for most U.S. stocks. S&amp;P 500 and Dow Jones Industrial Average futures also were rising about 1.1% and 0.8%, respectively.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shares rose Monday by about 3.9% to roughly $731 a piece. Better Chinese EV demand is part of the story, but so is CEO Elon Musk.</p><p>Tesla stock fell 9.2% Friday after employment confusion created by a series of reports indicated that Tesla might be cutting headcount. Musk clarified his position in a Saturday tweet, indicating Tesla total headcount would grow in 2022, while the headcount of salaried employees would remain relatively flat.</p><p>The initial reports were jarring for investors because Tesla is expected to grow unit volumes roughly 50% in 2022. It takes more people to build more cars.</p><p>Coming into Monday, Tesla shares have declined about 33% this year. Inflation and rising interest rates have sapped some investor enthusiasm for most automotive stocks. Higher inflation threatens profit margins via higher costs. Higher rates threatens new car demand by hurting affordability. Most cars are purchased with financing.</p><p>NIO, XPeng and Li shares have fallen almost 40%, on average, in 2022. Auto trends have impacted those three too</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105219883","content_text":"Shares of Chinese electric-vehicle makers were rising, a lot, to start the week in Hong Kong trading. Investors can thank demand, which appears to be returning after Covid lockdowns roiled the entire Chinese economy.June passenger vehicle wholesale volumes to grow 50% in June, compared with May. What’s more, retail sales volumes are expected to grow 20% quarter over quarter, boosted by improving production and tax cuts designed to stimulate demand.That’s a relief for investors. NIO , for instance, delivered about 5,000 vehicles in April 2022, down more than 50% from December levels, as Covid lockdowns hit production as well as sales across China.In addition to Chung’s Monday report, Chinese auto maker BYD also reported May sales volumes. Sales of its battery electric vehicle, or BEV, hit 53,349 units in May, up 185% from May 2021. That’s a tangible sign demand for electric vehicles is returning after the Covid slump.Shares of BYD were up 5.7% in Hong Kong trading Monday.Shares of NIO, XPeng  and Li Auto  gained 5.9%, 8.3% and 12.5%, respectively, in Hong Kong trading. All three of those companies have stock listings in Hong Kong as well as New York.The Hong Kong trading was leading U.S. trading early Monday. New York-listed shares of NIO, XPeng and Li rose 5.1%, 5.2% and 9.1% in premarket trading, respectively.It looks to be a good start to the week for most U.S. stocks. S&P 500 and Dow Jones Industrial Average futures also were rising about 1.1% and 0.8%, respectively.Tesla shares rose Monday by about 3.9% to roughly $731 a piece. Better Chinese EV demand is part of the story, but so is CEO Elon Musk.Tesla stock fell 9.2% Friday after employment confusion created by a series of reports indicated that Tesla might be cutting headcount. Musk clarified his position in a Saturday tweet, indicating Tesla total headcount would grow in 2022, while the headcount of salaried employees would remain relatively flat.The initial reports were jarring for investors because Tesla is expected to grow unit volumes roughly 50% in 2022. It takes more people to build more cars.Coming into Monday, Tesla shares have declined about 33% this year. Inflation and rising interest rates have sapped some investor enthusiasm for most automotive stocks. Higher inflation threatens profit margins via higher costs. Higher rates threatens new car demand by hurting affordability. Most cars are purchased with financing.NIO, XPeng and Li shares have fallen almost 40%, on average, in 2022. Auto trends have impacted those three too","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062944403,"gmtCreate":1651994221102,"gmtModify":1676535010929,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I will agree to disagree this article. Tesla is undervalue instead I feel","listText":"I will agree to disagree this article. Tesla is undervalue instead I feel","text":"I will agree to disagree this article. Tesla is undervalue instead I feel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062944403","repostId":"1131831539","repostType":4,"repost":{"id":"1131831539","pubTimestamp":1651980653,"share":"https://www.laohu8.com/m/news/1131831539?lang=&edition=full","pubTime":"2022-05-08 11:30","market":"us","language":"en","title":"Tesla: Overvalued By 85.26% And Not A Technology Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1131831539","media":"Seeking Alpha","summary":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successfu","content":"<html><head></head><body><p>Summary</p><ul><li>Make no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.</li><li>Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn&#39;t mean Tesla&#39;s stock is a good investment today.</li><li>100% of gross profit and net income is generated from the automotive sector as Tesla&#39;s other businesses lose money, making them an automobile manufacturing company, not a technology company.</li><li>I compared Tesla&#39;s metrics to the auto industry and big tech and the results are the same, Tesla&#39;s valuation is egregious.</li></ul><p>It&#39;s rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.&#39;s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA&#39;s financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA&#39;s stock.</p><p>I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn&#39;t have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren&#39;t enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.</p><p>Just because TSLA is a great company, it doesn&#39;t mean TSLA has a great stock, or it isn&#39;t overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.</p><p><b>Tesla Vs. The World In The Automotive Sector</b></p><p>It feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it&#39;s their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let&#39;s look at the raw numbers.</p><p>TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA&#39;s market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.</p><p><img src=\"https://static.tigerbbs.com/ff930d2442bf282c1bd880cca408eb94\" tg-width=\"640\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo</p><p>The P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.</p><p><img src=\"https://static.tigerbbs.com/c9b9661fde232925a758c38fd2e93f36\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>As a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.</p><p><img src=\"https://static.tigerbbs.com/d25806eb839eb9ca2b4ef3c24218048c\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>TSLA is a great company, but its current valuation has become overly inflated. TSLA&#39;s market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.</p><p><img src=\"https://static.tigerbbs.com/a1b686de4009ca733ff9651ce0d9fcaf\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Looking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA&#39;s market cap reflects a level of dominance that is non-existent.</p><p>Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It&#39;s just math. TSLA doesn&#39;t have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.</p><p><img src=\"https://static.tigerbbs.com/442ffe151dd83bc524785857925f9797\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>www.goodcarbadcar.net</p><p><b>Tesla Isn&#39;t A Technology Company And Shouldn&#39;t Be Valued As One</b></p><p>The valuation rebuttal has always been that TSLA isn&#39;t an automobile company, rather, it&#39;s a technology company.</p><p><img src=\"https://static.tigerbbs.com/bbc9ccb2cb8a0e7d40804db24e183214\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Page 23 ofTSLA&#39;s Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA&#39;s gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn&#39;t even factor in operating expenses.</p><p>TSLA manufacturers state of the art automobiles, but this doesn&#39;t classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.</p><p>Prior to the comparisons, I want to frame the analysis by providing each company&#39;s market cap:</p><ul><li>AAPL $2.69 Trillion</li><li>MSFT $2.17 Trillion</li><li>GOOGL $1.62 Trillion</li><li>AMZN $1.28 Trillion</li><li>TSLA $986.92 Billion</li><li>FB $604.62 Billion</li></ul><p>I am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.</p><p>This is absolutely remarkable, but it doesn&#39;t place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that&#39;s $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN&#39;s market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn&#39;t support the valuation.</p><p><img src=\"https://static.tigerbbs.com/3c0fbd4eb93f026c4575ee8f77f53e4b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Next, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn&#39;t support the valuation when FB has a market cap that&#39;s $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.</p><p><img src=\"https://static.tigerbbs.com/c9716477607711ee0b6d4f77eb24c890\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>The new metric bulls are using in their thesis is TSLA&#39;s free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.</p><p>Let&#39;s look at FB once again, since TSLA&#39;s valuation isn&#39;t based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA&#39;s growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that&#39;s almost $400 billion less than TSLA. Growth within the financials does not support TSLA&#39;s valuation, which is a breath away from $1 trillion.</p><p><img src=\"https://static.tigerbbs.com/902a7074eda9e8f2f2765e0833423d2c\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Today you&#39;re paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that&#39;s growing its earnings quickly is normal, but TSLA isn&#39;t growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA&#39;s growth factor, but this doesn&#39;t hold up when FB has grown by larger amounts from larger starting positions and has a P/E that&#39;s a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.</p><p><img src=\"https://static.tigerbbs.com/75168f6e39ced721cf0c53d78481a983\" tg-width=\"614\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/>TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN&#39;s revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN&#39;s grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN&#39;s.</p><p><img src=\"https://static.tigerbbs.com/aad00a6c490808962705a1a2dae45cfe\" tg-width=\"608\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it&#39;s been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.</p><p>Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company&#39;s FCF. Today, you&#39;re paying 142.52x TSLA&#39;s FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.</p><p>Why on earth would you want to pay 142.52x for TSLA&#39;s FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.</p><p>So what is a fair price to FCF multiple for TSLA? I don&#39;t believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.</p><p>I don&#39;t want to be overly bearish, so I will place a 21x multiple on TSLA&#39;s FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA&#39;s FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It&#39;s just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.</p><p>At the very least, there isn&#39;t a single reason why TSLA&#39;s market cap is larger than FB&#39;s. There isn&#39;t a single metric that TSLA beats FB in. Based on FB&#39;s valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.</p><p><img src=\"https://static.tigerbbs.com/b81a61d60d9ec098276569cc4a501da0\" tg-width=\"627\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/>TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).</p><p>The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL&#39;s. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.</p><p><b>TSLA&#39;s Future Catalysts Have A Long Way To Go Before Impacting Its Bottom Line</b></p><p>There are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it&#39;s only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.</p><p>TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.</p><p>We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance&#39;s $1 billion revenue mark is a long way away.</p><p><img src=\"https://static.tigerbbs.com/e86de6232b9abf7cee46a9607eb09741\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Next,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn&#39;t make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA&#39;s FSD isn&#39;t leaps and bounds ahead of the competition, the problem is that it&#39;s not exactly a self-driving car.</p><p>The questions around legality and where you can use it pop into my head, and how many of TSLA&#39;s drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.</p><p>Which Features Come With My Subscription?</p><blockquote>The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.</blockquote><blockquote><i>Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.</i></blockquote><p>The last catalyst is Robotaxis which many have commented on in my articles before. We&#39;re so far off on Robotaxis that this can&#39;t be considered in TSLA&#39;s upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.</p><p>Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don&#39;t want other people that I don&#39;t know in my car. I would think there are many others that have similar viewpoints.</p><p>The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA&#39;s growth rate become significantly reduced as more luxury operators put EVs on the road.</p><p>At TSLA&#39;s current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA&#39;s growth across any of the sectors isn&#39;t larger than FB or GOOGL?</p><p><b>Tesla Continues To Dilute Shareholders, And Almost No Shareholders Care</b></p><p>Dilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can&#39;t buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.</p><p>This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder&#39;s ownership and the amount of equity, revenue, and EPS our shares represent.</p><p>If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.</p><p><b>I Could Be Completely Wrong, And Tesla Could Continue Growing At These Rates</b></p><p>TSLA&#39;s vehicle deliveries continue to outpace its growing production. YoY TSLA&#39;s deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA&#39;s Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn&#39;t just focusing on the U.S, they have Europe and China in their sights.</p><p>EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).</p><p>Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.</p><p>The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA&#39;s dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.</p><p>Bulls aren&#39;t incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA&#39;s future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.</p><p>The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA&#39;s current 13.51% profit margin, if they achieved TM&#39;s level of revenue, they would generate $30.59 billion of net income, which would definitely make today&#39;s valuation look more realistic.</p><p><img src=\"https://static.tigerbbs.com/93c9176fa9bebc2c940e038cafd23229\" tg-width=\"603\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p><b>Conclusion</b></p><p>You&#39;re probably wondering how I can be a shareholder and be a bear on TSLA&#39;s valuation at the same time. It&#39;s simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.</p><p>Keep in mind a company and a company&#39;s stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it&#39;s FB or GOOGL. TSLA is not a technology company; it&#39;s an automobile company, as the automotive segments drive 100% of its gross revenue and net income.</p><p>TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA&#39;s $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.</p><p>With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it&#39;s hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.</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: Overvalued By 85.26% And Not A Technology Company</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: Overvalued By 85.26% And Not A Technology Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-08 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131831539","content_text":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn't mean Tesla's stock is a good investment today.100% of gross profit and net income is generated from the automotive sector as Tesla's other businesses lose money, making them an automobile manufacturing company, not a technology company.I compared Tesla's metrics to the auto industry and big tech and the results are the same, Tesla's valuation is egregious.It's rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.'s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA's financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA's stock.I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn't have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren't enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.Just because TSLA is a great company, it doesn't mean TSLA has a great stock, or it isn't overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.Tesla Vs. The World In The Automotive SectorIt feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it's their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let's look at the raw numbers.TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA's market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.Steven FiorilloThe P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.Steven Fiorillo, Seeking AlphaAs a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.Steven Fiorillo, Seeking AlphaTSLA is a great company, but its current valuation has become overly inflated. TSLA's market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.Steven Fiorillo, Seeking AlphaLooking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA's market cap reflects a level of dominance that is non-existent.Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It's just math. TSLA doesn't have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.www.goodcarbadcar.netTesla Isn't A Technology Company And Shouldn't Be Valued As OneThe valuation rebuttal has always been that TSLA isn't an automobile company, rather, it's a technology company.TeslaPage 23 ofTSLA's Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA's gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn't even factor in operating expenses.TSLA manufacturers state of the art automobiles, but this doesn't classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.Prior to the comparisons, I want to frame the analysis by providing each company's market cap:AAPL $2.69 TrillionMSFT $2.17 TrillionGOOGL $1.62 TrillionAMZN $1.28 TrillionTSLA $986.92 BillionFB $604.62 BillionI am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.This is absolutely remarkable, but it doesn't place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that's $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN's market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn't support the valuation.Steven Fiorillo, Seeking AlphaNext, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn't support the valuation when FB has a market cap that's $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.Steven Fiorillo, Seeking AlphaThe new metric bulls are using in their thesis is TSLA's free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.Let's look at FB once again, since TSLA's valuation isn't based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA's growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that's almost $400 billion less than TSLA. Growth within the financials does not support TSLA's valuation, which is a breath away from $1 trillion.Steven Fiorillo, Seeking AlphaToday you're paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that's growing its earnings quickly is normal, but TSLA isn't growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA's growth factor, but this doesn't hold up when FB has grown by larger amounts from larger starting positions and has a P/E that's a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN's revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN's grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN's.TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it's been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company's FCF. Today, you're paying 142.52x TSLA's FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.Why on earth would you want to pay 142.52x for TSLA's FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.So what is a fair price to FCF multiple for TSLA? I don't believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.I don't want to be overly bearish, so I will place a 21x multiple on TSLA's FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA's FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It's just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.At the very least, there isn't a single reason why TSLA's market cap is larger than FB's. There isn't a single metric that TSLA beats FB in. Based on FB's valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL's. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.TSLA's Future Catalysts Have A Long Way To Go Before Impacting Its Bottom LineThere are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it's only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance's $1 billion revenue mark is a long way away.TeslaNext,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn't make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA's FSD isn't leaps and bounds ahead of the competition, the problem is that it's not exactly a self-driving car.The questions around legality and where you can use it pop into my head, and how many of TSLA's drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.Which Features Come With My Subscription?The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.The last catalyst is Robotaxis which many have commented on in my articles before. We're so far off on Robotaxis that this can't be considered in TSLA's upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don't want other people that I don't know in my car. I would think there are many others that have similar viewpoints.The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA's growth rate become significantly reduced as more luxury operators put EVs on the road.At TSLA's current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA's growth across any of the sectors isn't larger than FB or GOOGL?Tesla Continues To Dilute Shareholders, And Almost No Shareholders CareDilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can't buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder's ownership and the amount of equity, revenue, and EPS our shares represent.If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.I Could Be Completely Wrong, And Tesla Could Continue Growing At These RatesTSLA's vehicle deliveries continue to outpace its growing production. YoY TSLA's deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA's Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn't just focusing on the U.S, they have Europe and China in their sights.EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA's dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.Bulls aren't incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA's future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA's current 13.51% profit margin, if they achieved TM's level of revenue, they would generate $30.59 billion of net income, which would definitely make today's valuation look more realistic.TeslaConclusionYou're probably wondering how I can be a shareholder and be a bear on TSLA's valuation at the same time. It's simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.Keep in mind a company and a company's stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it's FB or GOOGL. TSLA is not a technology company; it's an automobile company, as the automotive segments drive 100% of its gross revenue and net income.TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA's $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it's hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578208726596445","authorId":"3578208726596445","name":"tbp","avatar":"https://static.tigerbbs.com/6a3a91ebceb5224e3c4a05d72721b9a8","crmLevel":2,"crmLevelSwitch":0},"content":"imagine if elon deafults","text":"imagine if elon deafults","html":"imagine if elon deafults"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063408430,"gmtCreate":1651502537079,"gmtModify":1676534917149,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063408430","repostId":"2232746626","repostType":2,"repost":{"id":"2232746626","pubTimestamp":1651501749,"share":"https://www.laohu8.com/m/news/2232746626?lang=&edition=full","pubTime":"2022-05-02 22:29","market":"us","language":"en","title":"Amazon Falls Again as the Premium Valuation Era Shows Signs of Cracking","url":"https://stock-news.laohu8.com/highlight/detail?id=2232746626","media":"seekingalpha","summary":"georgeclerk/iStock Unreleased via Getty ImagesAmazon (NASDAQ:AMZN) shed another 1.91% on Monday morn","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aafd686b2a4b689b39ec0cd9bb6699cb\" tg-width=\"750\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>georgeclerk/iStock Unreleased via Getty Images</span></p><p>Amazon (NASDAQ:AMZN) shed another 1.91% on Monday morning despite the Nasdaq being in positive territory.</p><p><img src=\"https://static.tigerbbs.com/b32abb7044eeb512f670e3e72423c52c\" tg-width=\"894\" tg-height=\"643\" width=\"100%\" height=\"auto\"/></p><p>Shares of Amazon (AMZN) traded as low as $2,367.50 as the string of successive 52-week lows starting to pile up.</p><p>Analysts are still picking at Amazon (AMZN) following the guidance update, which rattled the perpetual growth story thesis.</p><p>Wedbush Securities removed the stock from its Best Ideas list due to what analyst Michael Pachter called &#34;investment price discipline&#34; with the operating income tallies from Seattle now attracting more attention than usual.</p><p>D.A. Davidson was also pointing at a valuation reset. &#34;With slowing e-commerce sales growth, the company needs new revenue sources to sustain its elevated revenue growth and premium valuation multiple, in our view beyond its AWS effort, which continues to impress,&#34; noted analyst Tom Forte.</p><p>More than two million shares of Amazon (AMZN) swapped hands in the first 25 minutes of trading on Monday.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Falls Again as the Premium Valuation Era Shows Signs of Cracking</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Falls Again as the Premium Valuation Era Shows Signs of Cracking\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 22:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3830030-amazon-falls-again-as-the-premium-valuation-era-shows-signs-of-cracking><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>georgeclerk/iStock Unreleased via Getty ImagesAmazon (NASDAQ:AMZN) shed another 1.91% on Monday morning despite the Nasdaq being in positive territory.Shares of Amazon (AMZN) traded as low as $2,...</p>\n\n<a href=\"https://seekingalpha.com/news/3830030-amazon-falls-again-as-the-premium-valuation-era-shows-signs-of-cracking\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","BK4566":"资本集团","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念"},"source_url":"https://seekingalpha.com/news/3830030-amazon-falls-again-as-the-premium-valuation-era-shows-signs-of-cracking","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232746626","content_text":"georgeclerk/iStock Unreleased via Getty ImagesAmazon (NASDAQ:AMZN) shed another 1.91% on Monday morning despite the Nasdaq being in positive territory.Shares of Amazon (AMZN) traded as low as $2,367.50 as the string of successive 52-week lows starting to pile up.Analysts are still picking at Amazon (AMZN) following the guidance update, which rattled the perpetual growth story thesis.Wedbush Securities removed the stock from its Best Ideas list due to what analyst Michael Pachter called \"investment price discipline\" with the operating income tallies from Seattle now attracting more attention than usual.D.A. Davidson was also pointing at a valuation reset. \"With slowing e-commerce sales growth, the company needs new revenue sources to sustain its elevated revenue growth and premium valuation multiple, in our view beyond its AWS effort, which continues to impress,\" noted analyst Tom Forte.More than two million shares of Amazon (AMZN) swapped hands in the first 25 minutes of trading on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088516687,"gmtCreate":1650362485190,"gmtModify":1676534705310,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Just buy think later","listText":"Just buy think later","text":"Just buy think later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088516687","repostId":"2228932520","repostType":2,"repost":{"id":"2228932520","pubTimestamp":1650360180,"share":"https://www.laohu8.com/m/news/2228932520?lang=&edition=full","pubTime":"2022-04-19 17:23","market":"us","language":"en","title":"Amazon: The Bag Is Heavy Going Into Q1 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2228932520","media":"seekingalpha","summary":"Investment ThesisAmazon (NASDAQ:AMZN) stock has languished for almost two years since it had a spect","content":"<html><head></head><body><h2>Investment Thesis</h2><p>Amazon (NASDAQ:AMZN) stock has languished for almost two years since it had a spectacular rally from the COVID-19 bottom. However, the stock has failed to break its critical resistance level of $3,500. Momentum buyers have tried several times over the last two years to break that crucial level but to no avail. There were just too many headwinds impacting e-commerce stocks over the past year.</p><p>Even though Amazon has a well-diversified business model, its FQ4 earnings card demonstrated it was not immune to these headwinds. The culmination of surging costs, and higher inflation, has also exacerbated its labor shortages. Coupled with moderation in online spending as the world emerges from the pandemic, e-commerce players have had their work cut out.</p><p>Furthermore, the Russia-Ukraine conflict is expected to have worsened the near-term profitability outlook for Amazon since its FQ4 card. As a result, we believe Amazon long-term holders need to brace themselves for what could be a highly challenging FQ1 report, to be announced on April 28.</p><p>However, if the company could issue better than expected guidance over what seems like pretty gloomy consensus estimates, AMZN stock could outperform in H2&#39;22.</p><p>Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter as its #1 executive. We remain confident of Jassy &amp; Team&#39;s long-term execution. As such, we reiterate our Buy rating on AMZN stock heading into its pivotal FQ1 card.</p><h2>Can Amazon&#39;s Q1 Earnings Be The Inflection Point?</h2><p><img src=\"https://static.tigerbbs.com/f56bd1de54bf426a8029aef60709663c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Amazon consensus estimates (S&amp;P Capital IQ)</p><p>It&#39;s clear that the market has been digesting Amazon&#39;s massive growth acceleration from the pandemic. But, investors should not consider it a &#34;slow down&#34; but rather a healthy normalization. Jassy was also upfront in his letter, as he accentuated the company grew its revenue at a 2-year CAGR of 29%. He undoubtedly wanted to put things in the proper perspective for long-term shareholders to deliberate.</p><p>Notably, Jassy also emphasized the substantial supply chain and logistical challenges Amazon has faced over the past two years. He enunciated that the &#34;supply chains were disrupted in ways none of us had seen previously.&#34; Therefore, we believe management is keenly aware of the struggles that Amazon&#39;s long-term holders have been going through over the past year. Despite that, it&#39;s hard to ignore the near-term challenges that impacted Amazon&#39;s ability to execute. Jassy emphasized (edited):</p><blockquote>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</blockquote><blockquote>Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people&#39;s ability to work.</blockquote><blockquote>And then in late February, with Russia&#39;s invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon&#39;s 2021 Letter to Shareholders)</blockquote><p>Nevertheless, the updated consensus estimates suggest that Amazon&#39;s revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon&#39;s ability to navigate these challenges. Moreover, we think it&#39;s credible that the Street has already priced in the expected weakness in Amazon&#39;s P&amp;L for Q1.</p><p>For instance, despite the recent headwinds, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> (MS) remains confident of the company&#39;s outperformance through FY23. It added (edited): &#34;We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.&#34;</p><p>However, BNP Paribas (OTCQX:BNPQF) earned the ire of bullish Amazon holders as it issued Amazon stock&#39;s &#34;first sell rating since 2020.&#34; It highlighted (edited): &#34;Amazon&#39;s capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.&#34;</p><p>Therefore, we believe investors will keenly watch Amazon&#39;s Q1 card for its ability to manage through these headwinds. However, we are cautiously optimistic as we think the consensus estimates seem to have reflected the recent pessimism. Also, we believe that Amazon&#39;s quarterly performance will be a barometer for the rest of its e-commerce and retail peers.</p><h2>AMZN Stock Valuation Seems Well-Balanced</h2><p><img src=\"https://static.tigerbbs.com/862e8e8a864d6ce404685e4d0674afbf\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMZN stock valuation metrics (TIKR)</p><p>AMZN stock trades at a premium against the market and its peers. There&#39;s no doubt about that. For instance, AMZN stock&#39;s NTM normalized P/E of 62.8x is way ahead of the market&#39;s median P/E of 16.9x. Moreover, it&#39;s also ahead of the online retail median P/E of 16.4x.</p><p>However, Trefis SOTP estimates suggest a significant portion of AMZN stock valuation is attributed to AWS (44%). Given AWS&#39; hyper scaler leadership, the market has been willing to accord the premium to AMZN stock over time. Furthermore, AMZN stock has also normalized (53.1x) below its NTM EBIT multiples 3Y mean (60.6x).</p><p>Therefore, we think AMZN stock valuation seems quite well balanced heading into Q1 earnings on April 28. Therefore, if management could guide more favorably through FY22, the stock could be due for a re-rating.</p><p>As such, <i>we reiterate our Buy rating on AMZN stock</i>.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: The Bag Is Heavy Going Into Q1 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: The Bag Is Heavy Going Into Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501848-amazon-stock-bag-heavy-q1-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisAmazon (NASDAQ:AMZN) stock has languished for almost two years since it had a spectacular rally from the COVID-19 bottom. However, the stock has failed to break its critical ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501848-amazon-stock-bag-heavy-q1-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4501848-amazon-stock-bag-heavy-q1-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2228932520","content_text":"Investment ThesisAmazon (NASDAQ:AMZN) stock has languished for almost two years since it had a spectacular rally from the COVID-19 bottom. However, the stock has failed to break its critical resistance level of $3,500. Momentum buyers have tried several times over the last two years to break that crucial level but to no avail. There were just too many headwinds impacting e-commerce stocks over the past year.Even though Amazon has a well-diversified business model, its FQ4 earnings card demonstrated it was not immune to these headwinds. The culmination of surging costs, and higher inflation, has also exacerbated its labor shortages. Coupled with moderation in online spending as the world emerges from the pandemic, e-commerce players have had their work cut out.Furthermore, the Russia-Ukraine conflict is expected to have worsened the near-term profitability outlook for Amazon since its FQ4 card. As a result, we believe Amazon long-term holders need to brace themselves for what could be a highly challenging FQ1 report, to be announced on April 28.However, if the company could issue better than expected guidance over what seems like pretty gloomy consensus estimates, AMZN stock could outperform in H2'22.Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter as its #1 executive. We remain confident of Jassy & Team's long-term execution. As such, we reiterate our Buy rating on AMZN stock heading into its pivotal FQ1 card.Can Amazon's Q1 Earnings Be The Inflection Point?Amazon consensus estimates (S&P Capital IQ)It's clear that the market has been digesting Amazon's massive growth acceleration from the pandemic. But, investors should not consider it a \"slow down\" but rather a healthy normalization. Jassy was also upfront in his letter, as he accentuated the company grew its revenue at a 2-year CAGR of 29%. He undoubtedly wanted to put things in the proper perspective for long-term shareholders to deliberate.Notably, Jassy also emphasized the substantial supply chain and logistical challenges Amazon has faced over the past two years. He enunciated that the \"supply chains were disrupted in ways none of us had seen previously.\" Therefore, we believe management is keenly aware of the struggles that Amazon's long-term holders have been going through over the past year. Despite that, it's hard to ignore the near-term challenges that impacted Amazon's ability to execute. Jassy emphasized (edited):This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people's ability to work.And then in late February, with Russia's invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon's 2021 Letter to Shareholders)Nevertheless, the updated consensus estimates suggest that Amazon's revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon's ability to navigate these challenges. Moreover, we think it's credible that the Street has already priced in the expected weakness in Amazon's P&L for Q1.For instance, despite the recent headwinds, Morgan Stanley (MS) remains confident of the company's outperformance through FY23. It added (edited): \"We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.\"However, BNP Paribas (OTCQX:BNPQF) earned the ire of bullish Amazon holders as it issued Amazon stock's \"first sell rating since 2020.\" It highlighted (edited): \"Amazon's capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.\"Therefore, we believe investors will keenly watch Amazon's Q1 card for its ability to manage through these headwinds. However, we are cautiously optimistic as we think the consensus estimates seem to have reflected the recent pessimism. Also, we believe that Amazon's quarterly performance will be a barometer for the rest of its e-commerce and retail peers.AMZN Stock Valuation Seems Well-BalancedAMZN stock valuation metrics (TIKR)AMZN stock trades at a premium against the market and its peers. There's no doubt about that. For instance, AMZN stock's NTM normalized P/E of 62.8x is way ahead of the market's median P/E of 16.9x. Moreover, it's also ahead of the online retail median P/E of 16.4x.However, Trefis SOTP estimates suggest a significant portion of AMZN stock valuation is attributed to AWS (44%). Given AWS' hyper scaler leadership, the market has been willing to accord the premium to AMZN stock over time. Furthermore, AMZN stock has also normalized (53.1x) below its NTM EBIT multiples 3Y mean (60.6x).Therefore, we think AMZN stock valuation seems quite well balanced heading into Q1 earnings on April 28. Therefore, if management could guide more favorably through FY22, the stock could be due for a re-rating.As such, we reiterate our Buy rating on AMZN stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011934814,"gmtCreate":1648800980090,"gmtModify":1676534400749,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"What happened?","listText":"What happened?","text":"What happened?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011934814","repostId":"1158970830","repostType":4,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013619607,"gmtCreate":1648717453347,"gmtModify":1676534385321,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Jiak Sai Liao.....","listText":"Jiak Sai Liao.....","text":"Jiak Sai Liao.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013619607","repostId":"1103517365","repostType":4,"repost":{"id":"1103517365","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":1648713934,"share":"https://www.laohu8.com/m/news/1103517365?lang=&edition=full","pubTime":"2022-03-31 16:05","market":"us","language":"en","title":"Baidu and iQIYI Stocks Slid in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1103517365","media":"Tiger Newspress","summary":"The Securities and Exchange Commission on Wednesday added Baidu Inc. to a growing list of companies ","content":"<html><head></head><body><p>The Securities and Exchange Commission on Wednesday added Baidu Inc. to a growing list of companies that may get kicked off American stock exchanges.</p><p>The SEC’s publication of the businesses’ names is required by a 2020 U.S. law that started a three-year clock for firms to comply with inspection requirements that cover all public companies in the U.S. The SEC also added Futu Holdings Limited, Nocera Inc., iQIYI Inc. and CASI Pharmaceuticals Inc. to its provisional list for possible delisting.</p><p>Wall Street’s main watchdog has long been expected to crack down on about 200 New York-traded firms with parent companies based in China and Hong Kong because the jurisdictions refuse to allow the inspections. Still, the SEC’s recent publication of companies has jarred investors who’d been hoping for a deal between regulators in Beijing and Washington.</p><p>Baidu and iQIYI stocks slid in premarket trading Thursday.</p><p><img src=\"https://static.tigerbbs.com/7e9961102cd865f5a56620cfb2574403\" tg-width=\"414\" tg-height=\"119\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu and iQIYI Stocks Slid in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBaidu and iQIYI Stocks Slid in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-31 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Securities and Exchange Commission on Wednesday added Baidu Inc. to a growing list of companies that may get kicked off American stock exchanges.</p><p>The SEC’s publication of the businesses’ names is required by a 2020 U.S. law that started a three-year clock for firms to comply with inspection requirements that cover all public companies in the U.S. The SEC also added Futu Holdings Limited, Nocera Inc., iQIYI Inc. and CASI Pharmaceuticals Inc. to its provisional list for possible delisting.</p><p>Wall Street’s main watchdog has long been expected to crack down on about 200 New York-traded firms with parent companies based in China and Hong Kong because the jurisdictions refuse to allow the inspections. Still, the SEC’s recent publication of companies has jarred investors who’d been hoping for a deal between regulators in Beijing and Washington.</p><p>Baidu and iQIYI stocks slid in premarket trading Thursday.</p><p><img src=\"https://static.tigerbbs.com/7e9961102cd865f5a56620cfb2574403\" tg-width=\"414\" tg-height=\"119\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IQ":"爱奇艺","BIDU":"百度"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103517365","content_text":"The Securities and Exchange Commission on Wednesday added Baidu Inc. to a growing list of companies that may get kicked off American stock exchanges.The SEC’s publication of the businesses’ names is required by a 2020 U.S. law that started a three-year clock for firms to comply with inspection requirements that cover all public companies in the U.S. The SEC also added Futu Holdings Limited, Nocera Inc., iQIYI Inc. and CASI Pharmaceuticals Inc. to its provisional list for possible delisting.Wall Street’s main watchdog has long been expected to crack down on about 200 New York-traded firms with parent companies based in China and Hong Kong because the jurisdictions refuse to allow the inspections. Still, the SEC’s recent publication of companies has jarred investors who’d been hoping for a deal between regulators in Beijing and Washington.Baidu and iQIYI stocks slid in premarket trading Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032543580,"gmtCreate":1647408718177,"gmtModify":1676534226339,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pls drop&nbsp;","listText":"Pls drop&nbsp;","text":"Pls drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032543580","repostId":"1172315357","repostType":2,"repost":{"id":"1172315357","pubTimestamp":1647402195,"share":"https://www.laohu8.com/m/news/1172315357?lang=&edition=full","pubTime":"2022-03-16 11:43","market":"us","language":"en","title":"Oil Prices Tumble Below $100 and Keep Falling. Here’s Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=1172315357","media":"Barron's","summary":"U.S. oil prices fell more than 6% early Tuesday, to below $97 a barrel. Spencer Platt/Getty ImagesOi","content":"<html><head></head><body><p>U.S. oil prices fell more than 6% early Tuesday, to below $97 a barrel. Spencer Platt/Getty Images</p><p>Oil prices extended their slump on Tuesday as West Texas Intermediate crude futures fell below $96 a barrel to its lowest level this month.</p><p>Prices have now nearly retreated to prewar levels, as bullish traders have cashed in on bets they made before the run-up and new money is reluctant to buy in.</p><p>Oil stocks were falling hard, with Chevron (ticker: CVX) down 5.6% and Exxon Mobil (XOM) down 6%, on pace for their steepest declines since June 2020. The Energy Select Sector SPDR exchange-traded fund (XLE) was down 4.5%.</p><p>U.S. oil settled at $109 a barrel Friday, but it has already fallen more than 10% this week. It reached nearly $125 last week. Brent crude futures, the international benchmark, also dropped more than 6% Tuesday, to $99.60 a barrel, having topped $130 at one point last week.</p><p>The selloff comes amid hopes over cease-fire talks between Russia and Ukraine and as China imposed lockdown restrictions on major manufacturing regions and millions of people, potentially weakening demand for oil.</p><p>“The prospect of a diplomatic solution toward Russia’s military aggression against Ukraine would help ease the world’s energy supply shock that has sent commodities soaring,” Interactive Investor’s head of investment Victoria Scholar says.</p><p>“Meanwhile on the demand side for oil, fears about an aggressive policy response from Beijing to China’s Covid outbreak has raised the prospect of a much weaker demand for oil from the world’s second-largest economy,” she adds.</p><p>Technical factors are also clearly at play. Traders had come into March holding aggressive long bets on oil that would pay off at futures prices above $100. There is evidence that many of them sold out of positions when oil spiked. Open interest in oil futures is now at the lowest level in six years, according to Bloomberg.</p><p>An oil market momentum indicator known as the Relative Strength Index, which measures price changes, has fallen to the mid-40s from highs above 80. Generally, a reading above 70 indicates that an asset is overbought.</p><p>“When you get up to 80, it’s implying that the last bull is in the market,” Robert Yawger, director of energy futures at Mizuho Securities, tells Barron’s. “It was way extended to the upside.”</p><p>Trading in other products was even more extended, with heating oil’s Relative Strength Index above 90 last week, Yawger says. “I’ve been doing this for 30 years plus, and I can count on one hand the amount of times I’ve seen something above 90.”</p><p>Yawger says it is clear that smaller investors who had been buying oil above $100 saw the reversal and moved to “bail fast.”</p><p>“There are some fundamental reasons here, there’s geopolitical reasons here, but positioning is also having a big say in where this market is going,” he says.</p><p>BDSwiss head of investment research, Marshall Gittler, notes that oil prices weren’t that far off their levels a month ago, before Russia’s invasion began.</p><p>“OPEC and others have been pointing out that at the moment there is no shortage of oil, just the fear of a shortage of oil in the future,” he says. “The price of oil further out in the future isn’t that different than it was a month ago.”</p><p>Absent a change in the Ukraine conflict, the next important indicator will be Wednesday’s Energy Information Administration’s weekly oil update, which will have information on U.S. oil supply and demand.</p></body></html>","source":"lsy1610680873436","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>Oil Prices Tumble Below $100 and Keep Falling. Here’s Why.</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\">\nOil Prices Tumble Below $100 and Keep Falling. Here’s Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-16 11:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/oil-prices-tumble-below-97-a-barrel-heres-why-51647341663?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. oil prices fell more than 6% early Tuesday, to below $97 a barrel. Spencer Platt/Getty ImagesOil prices extended their slump on Tuesday as West Texas Intermediate crude futures fell below $96 a ...</p>\n\n<a href=\"https://www.barrons.com/articles/oil-prices-tumble-below-97-a-barrel-heres-why-51647341663?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/oil-prices-tumble-below-97-a-barrel-heres-why-51647341663?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172315357","content_text":"U.S. oil prices fell more than 6% early Tuesday, to below $97 a barrel. Spencer Platt/Getty ImagesOil prices extended their slump on Tuesday as West Texas Intermediate crude futures fell below $96 a barrel to its lowest level this month.Prices have now nearly retreated to prewar levels, as bullish traders have cashed in on bets they made before the run-up and new money is reluctant to buy in.Oil stocks were falling hard, with Chevron (ticker: CVX) down 5.6% and Exxon Mobil (XOM) down 6%, on pace for their steepest declines since June 2020. The Energy Select Sector SPDR exchange-traded fund (XLE) was down 4.5%.U.S. oil settled at $109 a barrel Friday, but it has already fallen more than 10% this week. It reached nearly $125 last week. Brent crude futures, the international benchmark, also dropped more than 6% Tuesday, to $99.60 a barrel, having topped $130 at one point last week.The selloff comes amid hopes over cease-fire talks between Russia and Ukraine and as China imposed lockdown restrictions on major manufacturing regions and millions of people, potentially weakening demand for oil.“The prospect of a diplomatic solution toward Russia’s military aggression against Ukraine would help ease the world’s energy supply shock that has sent commodities soaring,” Interactive Investor’s head of investment Victoria Scholar says.“Meanwhile on the demand side for oil, fears about an aggressive policy response from Beijing to China’s Covid outbreak has raised the prospect of a much weaker demand for oil from the world’s second-largest economy,” she adds.Technical factors are also clearly at play. Traders had come into March holding aggressive long bets on oil that would pay off at futures prices above $100. There is evidence that many of them sold out of positions when oil spiked. Open interest in oil futures is now at the lowest level in six years, according to Bloomberg.An oil market momentum indicator known as the Relative Strength Index, which measures price changes, has fallen to the mid-40s from highs above 80. Generally, a reading above 70 indicates that an asset is overbought.“When you get up to 80, it’s implying that the last bull is in the market,” Robert Yawger, director of energy futures at Mizuho Securities, tells Barron’s. “It was way extended to the upside.”Trading in other products was even more extended, with heating oil’s Relative Strength Index above 90 last week, Yawger says. “I’ve been doing this for 30 years plus, and I can count on one hand the amount of times I’ve seen something above 90.”Yawger says it is clear that smaller investors who had been buying oil above $100 saw the reversal and moved to “bail fast.”“There are some fundamental reasons here, there’s geopolitical reasons here, but positioning is also having a big say in where this market is going,” he says.BDSwiss head of investment research, Marshall Gittler, notes that oil prices weren’t that far off their levels a month ago, before Russia’s invasion began.“OPEC and others have been pointing out that at the moment there is no shortage of oil, just the fear of a shortage of oil in the future,” he says. “The price of oil further out in the future isn’t that different than it was a month ago.”Absent a change in the Ukraine conflict, the next important indicator will be Wednesday’s Energy Information Administration’s weekly oil update, which will have information on U.S. oil supply and demand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039799908,"gmtCreate":1646114207965,"gmtModify":1676534092998,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes totally agreed that it is overvalued. But the fundamental of the company and it's&nbsp;the future plans gave investors confidence in investing it.","listText":"Yes totally agreed that it is overvalued. But the fundamental of the company and it's&nbsp;the future plans gave investors confidence in investing it.","text":"Yes totally agreed that it is overvalued. But the fundamental of the company and it's the future plans gave investors confidence in investing it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039799908","repostId":"1106936697","repostType":4,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094515807,"gmtCreate":1645180466655,"gmtModify":1676534006276,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Rus will never attack come on.... it's the blow up by the media.&nbsp;","listText":"Rus will never attack come on.... it's the blow up by the media.&nbsp;","text":"Rus will never attack come on.... it's the blow up by the media.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094515807","repostId":"1155702356","repostType":4,"repost":{"id":"1155702356","pubTimestamp":1645179806,"share":"https://www.laohu8.com/m/news/1155702356?lang=&edition=full","pubTime":"2022-02-18 18:23","market":"us","language":"en","title":"Stock Futures Rise After Steep Selloff, as Tensions Mount in Ukraine","url":"https://stock-news.laohu8.com/highlight/detail?id=1155702356","media":"The Wall Street Journal","summary":"Stock futures gained after the Dow Jones Industrial Average suffered its steepest one-day loss of 20","content":"<html><head></head><body><p>Stock futures gained after the Dow Jones Industrial Average suffered its steepest one-day loss of 2022, as investors tracked the escalating violence in Ukraine and considered the potential path of U.S. monetary policy.</p><p>Futures for the S&amp;P 500 gained 0.4% Friday, at the end of a turbulent week for markets. Contracts for the tech-focused Nasdaq-100 added 0.5% and futures for the Dow Jones Industrial Average rose 0.4%. Stocks slid Thursday, with the Dow dropping more than 600 points, its steepest one-day loss of 2022.</p><p>All three major stock indexes were on track to notch weekly losses as of Thursday’s close. Investors have struggled with mixed messages on the potential for escalation between Russia and Ukraine. Secretary of State Antony Blinken warned Thursday of a looming Russian offensive against Ukraine and proposed a last-ditch diplomatic meeting with his Russian counterpart.</p><p>Brent crude, the international oil benchmark, fell 1.3% to $91.74 a barrel Friday, while benchmark European gas futures fell 1.5%. U.S. natural-gas futures declined 1.3%.</p><p>War between Ukraine and Russia could prolong elevated inflation in developed economies by disrupting supplies of important commodities, said Hani Redha, a portfolio manager at PineBridge Investments. Russia is among the world’s largest suppliers of oil, as well as the biggest exporter of wheat and a major producer of metals such as palladium, aluminum and nickel.</p><p>“Inflation is really the big question that will determine how markets play out and that only adds to the delay in resolving the inflation situation,” Mr. Redha said. He expects markets will remain volatile as investors try to assess how central banks will respond to elevated prices and the direction of the Ukraine conflict.</p><p>In premarket trading, Shake Shack shares slid 11% after the burger chain guided for weaker-than-expected revenue this quarter. Roku shares dropped 24% after it said supply-chain disruptions continued to affect its growth and TV sales. Earnings are due ahead of the market open from Deere.</p><p>In bond markets, the yield on the benchmark 10-year Treasury note crept down to 1.963% from 1.972% Thursday. Yields and prices move inversely.</p><p>Economists surveyed by The Wall Street Journal forecast that home sales data for January, due out at 10 a.m. ET, will show a slight drop from December.</p><p>Overseas, the pan-continental Stoxx Europe 600 added 0.2%. Major indexes in Asia closed with mixed performance. China’s Shanghai Composite rose 0.7%, while Japan’s Nikkei 225 declined 0.4%. Hong Kong’s Hang Seng shed 1.9%, with declines led by Meituan, which fell 15% after Beijing said it would guide delivery platforms to cut fees and provide more support for merchants.</p><p></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>Stock Futures Rise After Steep Selloff, as Tensions Mount in Ukraine</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\">\nStock Futures Rise After Steep Selloff, as Tensions Mount in Ukraine\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 18:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-02-18-2022-11645173720?mod=markets_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock futures gained after the Dow Jones Industrial Average suffered its steepest one-day loss of 2022, as investors tracked the escalating violence in Ukraine and considered the potential path of U.S...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-02-18-2022-11645173720?mod=markets_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-02-18-2022-11645173720?mod=markets_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155702356","content_text":"Stock futures gained after the Dow Jones Industrial Average suffered its steepest one-day loss of 2022, as investors tracked the escalating violence in Ukraine and considered the potential path of U.S. monetary policy.Futures for the S&P 500 gained 0.4% Friday, at the end of a turbulent week for markets. Contracts for the tech-focused Nasdaq-100 added 0.5% and futures for the Dow Jones Industrial Average rose 0.4%. Stocks slid Thursday, with the Dow dropping more than 600 points, its steepest one-day loss of 2022.All three major stock indexes were on track to notch weekly losses as of Thursday’s close. Investors have struggled with mixed messages on the potential for escalation between Russia and Ukraine. Secretary of State Antony Blinken warned Thursday of a looming Russian offensive against Ukraine and proposed a last-ditch diplomatic meeting with his Russian counterpart.Brent crude, the international oil benchmark, fell 1.3% to $91.74 a barrel Friday, while benchmark European gas futures fell 1.5%. U.S. natural-gas futures declined 1.3%.War between Ukraine and Russia could prolong elevated inflation in developed economies by disrupting supplies of important commodities, said Hani Redha, a portfolio manager at PineBridge Investments. Russia is among the world’s largest suppliers of oil, as well as the biggest exporter of wheat and a major producer of metals such as palladium, aluminum and nickel.“Inflation is really the big question that will determine how markets play out and that only adds to the delay in resolving the inflation situation,” Mr. Redha said. He expects markets will remain volatile as investors try to assess how central banks will respond to elevated prices and the direction of the Ukraine conflict.In premarket trading, Shake Shack shares slid 11% after the burger chain guided for weaker-than-expected revenue this quarter. Roku shares dropped 24% after it said supply-chain disruptions continued to affect its growth and TV sales. Earnings are due ahead of the market open from Deere.In bond markets, the yield on the benchmark 10-year Treasury note crept down to 1.963% from 1.972% Thursday. Yields and prices move inversely.Economists surveyed by The Wall Street Journal forecast that home sales data for January, due out at 10 a.m. ET, will show a slight drop from December.Overseas, the pan-continental Stoxx Europe 600 added 0.2%. Major indexes in Asia closed with mixed performance. China’s Shanghai Composite rose 0.7%, while Japan’s Nikkei 225 declined 0.4%. Hong Kong’s Hang Seng shed 1.9%, with declines led by Meituan, which fell 15% after Beijing said it would guide delivery platforms to cut fees and provide more support for merchants.","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095727053,"gmtCreate":1645001898764,"gmtModify":1676533985158,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"To the moon!!!","listText":"To the moon!!!","text":"To the moon!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095727053","repostId":"1134517507","repostType":2,"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093506928,"gmtCreate":1643653871827,"gmtModify":1676533840492,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Highly unlikely","listText":"Highly unlikely","text":"Highly unlikely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093506928","repostId":"2207389481","repostType":4,"repost":{"id":"2207389481","pubTimestamp":1643636160,"share":"https://www.laohu8.com/m/news/2207389481?lang=&edition=full","pubTime":"2022-01-31 21:36","market":"us","language":"en","title":"3 Stocks That Can Plunge 42% to 92% in 2022, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2207389481","media":"Motley Fool","summary":"A handful of analysts and investment banks see these popular stocks plummeting this year.","content":"<html><head></head><body><p>For more than a century, the stock market has been a wealth-building machine. The average annual return of the major U.S. indexes has handily surpassed the average returns of other asset classes, such as bonds and commodities, over the long run.</p><p>But just because the aggregate value of equities rises over time, it doesn&#39;t mean all stocks are going to be winners. Even though Wall Street analysts and investment banks are best-known for cheering on innovation, there are instances where they expect well-known stocks to head lower.</p><p>Based on the lowest published price target from Wall Street, the following three stocks are expected to plunge between 42% and 92% in 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08bd510be5ae746f0867c5de1184417a\" tg-width=\"700\" tg-height=\"464\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Tesla Motors: Implied decline of 92%</h2><p>It likely comes as no surprise that electric vehicle (EV) kingpin <b>Tesla Motors</b> (NASDAQ:TSLA) is a highly polarizing stock among Wall Street analysts. While some believe the company could nearly double in value from the $829 a share it closed at on Jan. 27, Gordon Johnson at GLJ Research foresees Tesla falling more than 90%, based on his price target of $67 for the company.</p><p>To be fair, Tesla has done a lot of things right. CEO Elon Musk built the company from the ground-up to mass production. Tesla is the first automaker in more than five decades to successfully enter the auto market and reach mass production.</p><p>Tesla has also had no issues with consumer demand, as evidenced by its production ramp and deliveries. When 2021 began, Tesla was expected to be in the neighborhood of 750,000 EV deliveries for the year. But when the curtain closed, the world&#39;s most valuable automaker had delivered more than 936,000 EVs.  With the gigafactory in Austin, Texas, set to open soon, Tesla will have plenty of opportunity to increase production to meet growing consumer EV demand.</p><p>But there are plenty of reasons to be skeptical of Tesla and its $833 billion valuation. For example, even though Elon Musk&#39;s innovation has been a driving force behind his company&#39;s success, he&#39;s also been something of a liability. Musk&#39;s social media presence has previously got him in trouble with regulators, and his forecasted timeline for new product rollouts is almost always far too ambitious. Most new vehicles roll off the assembly line later than expected. Additionally, the company&#39;s full self-driving (FSD) software remains something of a work in progress, despite Musk touting FSD&#39;s potential for more than five years.</p><p>Another clear issue is Tesla&#39;s valuation. Auto stocks are traditionally valued at single-digit price-to-earnings (P/E) ratios to reflect their generally high debt levels and the cyclical nature of the auto industry. Tesla has consistently sported a forward-year P/E ratio in the triple digits.</p><p>With other major automakers spending tens of billions of dollars on EV and battery research, it&#39;s likely that Tesla&#39;s competitive edge will shrink over time, as well. While a $67 price target is probably too bearish given Tesla&#39;s current competitive advantages, I do believe downside is warranted.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a38605bee8e62f3e8aa414fa24278e7e\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Moderna: Implied decline of 42%</h2><p>A second extremely popular stock <a href=\"https://laohu8.com/S/AONE.U\">one</a> Wall Street investment bank believes will plunge in 2022 is biotech stock <b>Moderna</b> (NASDAQ:MRNA). According to analyst Mani Foroohar of SVB Leerink, Moderna is on track to hit $86 this year, which implies downside of 42% in the company&#39;s shares.</p><p>Most people are probably familiar with Moderna given the role it&#39;s played in combatting the coronavirus disease 2019 (COVID-19). The company&#39;s vaccine, mRNA-1273, produced a 94.1% vaccine efficacy (VE) in U.S. clinical trials, which were reported in November 2020. To date, it&#39;s one of only three vaccines to have generated a VE of 90% or higher. Although VE isn&#39;t the only measure of success for COVID-19 vaccines, it&#39;s the headline figure a lot of people are using when deciding which vaccines or booster shot to receive.</p><p>To add, the mutability of the SARS-CoV-2 virus that causes COVID-19 is a potential positive for Moderna. While we&#39;d prefer to see COVID-19 go away completely or mutate into less-severe forms, new variants of the disease provide Moderna with recurring revenue opportunities, either with booster shots or variant-specific vaccines.</p><p>However, competition among COVID-19 treatments is only growing. Aside from COVID-19-specific vaccines still in development, competitors are working on influenza/COVID-19 combination vaccines that could prove more appealing. Also, oral treatments are in the works for a handful of companies. This all brings into question how long Moderna can hang onto its share of COVID-19 treatment revenue.</p><p>What&#39;s more, Moderna&#39;s only source of recurring revenue is mRNA-1273. Even with shares of the company retracing 70% from an all-time high, investors are still paying $60 billion for a company that has only one therapy generating sales. In my view, it makes Moderna a risky bet, even after its significant pullback.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b35f28e4268db10d254dbc217fa38cef\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Transocean: Implied decline of 69%</h2><p>A third popular stock with the potential to plunge in 2022 is offshore oil-drilling company <b>Transocean</b> (NYSE:RIG). Despite its shares falling 98% since peaking in 2007, one Wall Street investment bank foresees Transocean hitting $1 per share this year, implying further downside of 69% from where it closed on Jan. 27.</p><p>If there is good news for the company, it&#39;s that oil prices are soaring. West Texas Intermediate crude and Brent crude recently surpassed $87/barrel and $90/barrel, respectively. Although deepwater drilling, which is what Transocean specializes in, can be quite costly, the highest price for crude since 2014 offer more than enough incentive for exploration and production (E&amp;P) companies to contract with Transocean at these prices.</p><p>The company&#39;s backlog also appears to suggest that E&amp;P companies are comfortable with crude oil prices for the foreseeable future. Transocean ended 2021 with a $7.1 billion contract backlog, which equates to almost three years&#39; worth of revenue.</p><p>However, the big concern for Transocean is the company&#39;s balance sheet. At the end of September, it had $900 million in cash and cash equivalents and $7.3 billion in total debt. With the Federal Reserve set to begin raising lending rates, highly indebted companies like Transocean are getting put under the microscope by Wall Street.</p><p>Furthermore, Transocean&#39;s deepwater rig utilization rates aren&#39;t that impressive. Even with higher crude prices and contract dayrates improving, total fleet utilization was just 53% in the third quarter, which was down from 65% in Q3 2020.  There&#39;s clearly concern from E&amp;P companies about making new multiyear commitments with the pandemic still ongoing.</p><p>While I don&#39;t expect the most bearish outlook of a $1 price target to come to fruition, it&#39;s hard to see Transocean&#39;s shares gaining much traction without a significant debt reduction and/or vast improvement in rig utilization.</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>3 Stocks That Can Plunge 42% to 92% in 2022, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Can Plunge 42% to 92% in 2022, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-31 21:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/31/3-stocks-can-plunge-42-to-92-in-2022-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For more than a century, the stock market has been a wealth-building machine. The average annual return of the major U.S. indexes has handily surpassed the average returns of other asset classes, such...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/31/3-stocks-can-plunge-42-to-92-in-2022-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4535":"淡马锡持仓","BK4092":"石油与天然气钻井","BK4551":"寇图资本持仓","MRNA":"Moderna, Inc.","FSD":"First Trust High Income Long/Sho","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4139":"生物科技","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BNTX":"BioNTech SE","BK4550":"红杉资本持仓","BK4568":"美国抗疫概念","RIG":"Transocean Ltd.","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/01/31/3-stocks-can-plunge-42-to-92-in-2022-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207389481","content_text":"For more than a century, the stock market has been a wealth-building machine. The average annual return of the major U.S. indexes has handily surpassed the average returns of other asset classes, such as bonds and commodities, over the long run.But just because the aggregate value of equities rises over time, it doesn't mean all stocks are going to be winners. Even though Wall Street analysts and investment banks are best-known for cheering on innovation, there are instances where they expect well-known stocks to head lower.Based on the lowest published price target from Wall Street, the following three stocks are expected to plunge between 42% and 92% in 2022.Image source: Getty Images.Tesla Motors: Implied decline of 92%It likely comes as no surprise that electric vehicle (EV) kingpin Tesla Motors (NASDAQ:TSLA) is a highly polarizing stock among Wall Street analysts. While some believe the company could nearly double in value from the $829 a share it closed at on Jan. 27, Gordon Johnson at GLJ Research foresees Tesla falling more than 90%, based on his price target of $67 for the company.To be fair, Tesla has done a lot of things right. CEO Elon Musk built the company from the ground-up to mass production. Tesla is the first automaker in more than five decades to successfully enter the auto market and reach mass production.Tesla has also had no issues with consumer demand, as evidenced by its production ramp and deliveries. When 2021 began, Tesla was expected to be in the neighborhood of 750,000 EV deliveries for the year. But when the curtain closed, the world's most valuable automaker had delivered more than 936,000 EVs.  With the gigafactory in Austin, Texas, set to open soon, Tesla will have plenty of opportunity to increase production to meet growing consumer EV demand.But there are plenty of reasons to be skeptical of Tesla and its $833 billion valuation. For example, even though Elon Musk's innovation has been a driving force behind his company's success, he's also been something of a liability. Musk's social media presence has previously got him in trouble with regulators, and his forecasted timeline for new product rollouts is almost always far too ambitious. Most new vehicles roll off the assembly line later than expected. Additionally, the company's full self-driving (FSD) software remains something of a work in progress, despite Musk touting FSD's potential for more than five years.Another clear issue is Tesla's valuation. Auto stocks are traditionally valued at single-digit price-to-earnings (P/E) ratios to reflect their generally high debt levels and the cyclical nature of the auto industry. Tesla has consistently sported a forward-year P/E ratio in the triple digits.With other major automakers spending tens of billions of dollars on EV and battery research, it's likely that Tesla's competitive edge will shrink over time, as well. While a $67 price target is probably too bearish given Tesla's current competitive advantages, I do believe downside is warranted.Image source: Getty Images.Moderna: Implied decline of 42%A second extremely popular stock one Wall Street investment bank believes will plunge in 2022 is biotech stock Moderna (NASDAQ:MRNA). According to analyst Mani Foroohar of SVB Leerink, Moderna is on track to hit $86 this year, which implies downside of 42% in the company's shares.Most people are probably familiar with Moderna given the role it's played in combatting the coronavirus disease 2019 (COVID-19). The company's vaccine, mRNA-1273, produced a 94.1% vaccine efficacy (VE) in U.S. clinical trials, which were reported in November 2020. To date, it's one of only three vaccines to have generated a VE of 90% or higher. Although VE isn't the only measure of success for COVID-19 vaccines, it's the headline figure a lot of people are using when deciding which vaccines or booster shot to receive.To add, the mutability of the SARS-CoV-2 virus that causes COVID-19 is a potential positive for Moderna. While we'd prefer to see COVID-19 go away completely or mutate into less-severe forms, new variants of the disease provide Moderna with recurring revenue opportunities, either with booster shots or variant-specific vaccines.However, competition among COVID-19 treatments is only growing. Aside from COVID-19-specific vaccines still in development, competitors are working on influenza/COVID-19 combination vaccines that could prove more appealing. Also, oral treatments are in the works for a handful of companies. This all brings into question how long Moderna can hang onto its share of COVID-19 treatment revenue.What's more, Moderna's only source of recurring revenue is mRNA-1273. Even with shares of the company retracing 70% from an all-time high, investors are still paying $60 billion for a company that has only one therapy generating sales. In my view, it makes Moderna a risky bet, even after its significant pullback.Image source: Getty Images.Transocean: Implied decline of 69%A third popular stock with the potential to plunge in 2022 is offshore oil-drilling company Transocean (NYSE:RIG). Despite its shares falling 98% since peaking in 2007, one Wall Street investment bank foresees Transocean hitting $1 per share this year, implying further downside of 69% from where it closed on Jan. 27.If there is good news for the company, it's that oil prices are soaring. West Texas Intermediate crude and Brent crude recently surpassed $87/barrel and $90/barrel, respectively. Although deepwater drilling, which is what Transocean specializes in, can be quite costly, the highest price for crude since 2014 offer more than enough incentive for exploration and production (E&P) companies to contract with Transocean at these prices.The company's backlog also appears to suggest that E&P companies are comfortable with crude oil prices for the foreseeable future. Transocean ended 2021 with a $7.1 billion contract backlog, which equates to almost three years' worth of revenue.However, the big concern for Transocean is the company's balance sheet. At the end of September, it had $900 million in cash and cash equivalents and $7.3 billion in total debt. With the Federal Reserve set to begin raising lending rates, highly indebted companies like Transocean are getting put under the microscope by Wall Street.Furthermore, Transocean's deepwater rig utilization rates aren't that impressive. Even with higher crude prices and contract dayrates improving, total fleet utilization was just 53% in the third quarter, which was down from 65% in Q3 2020.  There's clearly concern from E&P companies about making new multiyear commitments with the pandemic still ongoing.While I don't expect the most bearish outlook of a $1 price target to come to fruition, it's hard to see Transocean's shares gaining much traction without a significant debt reduction and/or vast improvement in rig utilization.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099304338,"gmtCreate":1643294832025,"gmtModify":1676533799106,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Why is EV kept dropping like grapes this few days?","listText":"Why is EV kept dropping like grapes this few days?","text":"Why is EV kept dropping like grapes this few days?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099304338","repostId":"1107620014","repostType":2,"repost":{"id":"1107620014","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":1643294518,"share":"https://www.laohu8.com/m/news/1107620014?lang=&edition=full","pubTime":"2022-01-27 22:41","market":"us","language":"en","title":"EV Stocks Dropped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1107620014","media":"Tiger Newspress","summary":"EV stocks dropped in morning trading, with NIO falling over 4% and XPeng falling over 6%.","content":"<html><head></head><body><p>EV stocks dropped in morning trading, with NIO falling over 4% and XPeng falling over 6%.<img src=\"https://static.tigerbbs.com/43011b3247e1c69f1036433ffcfa625c\" tg-width=\"385\" tg-height=\"472\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Dropped in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Dropped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-27 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks dropped in morning trading, with NIO falling over 4% and XPeng falling over 6%.<img src=\"https://static.tigerbbs.com/43011b3247e1c69f1036433ffcfa625c\" tg-width=\"385\" tg-height=\"472\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107620014","content_text":"EV stocks dropped in morning trading, with NIO falling over 4% and XPeng falling over 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090285286,"gmtCreate":1643198372589,"gmtModify":1676533784167,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Finally some green today?","listText":"Finally some green today?","text":"Finally some green today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090285286","repostId":"1107872846","repostType":4,"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004431705,"gmtCreate":1642654270774,"gmtModify":1676533732631,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Infant stage for all EVs.&nbsp;there is a huge room to grow for all of&nbsp;them&nbsp;","listText":"Infant stage for all EVs.&nbsp;there is a huge room to grow for all of&nbsp;them&nbsp;","text":"Infant stage for all EVs. there is a huge room to grow for all of them","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004431705","repostId":"2204056629","repostType":4,"repost":{"id":"2204056629","pubTimestamp":1642637895,"share":"https://www.laohu8.com/m/news/2204056629?lang=&edition=full","pubTime":"2022-01-20 08:18","market":"us","language":"en","title":"Why Tesla Is the One Stock I'd Avoid in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2204056629","media":"Motley Fool","summary":"The stock has been a big winner over the past five years, but expectations are too high for this company going forward.","content":"<html><head></head><body><p><b>Tesla</b>&#39;s (NASDAQ:TSLA) stock performance over the last decade has been nothing short of exceptional. Shares are up almost 23,000% in the last 10 years alone, making it <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the top-performing stocks in the market during that timespan. The company has scaled out its electric vehicle business, sports a market cap north of $1 trillion, and CEO Elon Musk is now the richest man in the world. Everything has come up in favor of Tesla recently. But for owners of the stock, the future does not look nearly as bright.</p><p>Here&#39;s why Tesla is the one stock I&#39;d avoid in 2022.</p><p><img src=\"https://static.tigerbbs.com/0b7755ea2b8be302b03c4454fb738f44\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Growth has been solid</h2><p>Let&#39;s start with what Tesla has done with its business over the last five years. It recently posted record car deliveries of 936,000 in 2021, up from a measly 30,000 in 2017. Revenue has followed suit. Trailing 12-month sales are up 448% in the last five years, as Tesla has scaled its manufacturing business around the globe. What&#39;s more, it has recently started to generate steady profits, putting up $4.45 billion in operating income over the last 12 months.</p><p>The company should do over $50 billion in sales in 2021, and analysts expect revenue to get close to $100 billion in 2023. So why is Tesla stock one to avoid in 2022? <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> reasons: the difficulty of manufacturing and the expectations embedded in the stock.</p><h2>Manufacturing is a difficult business</h2><p>Bending steel is difficult. Building and selling cars is difficult, and it costs a lot of money. Tesla (a car manufacturer) is not immune to these costs, and they will make it difficult for the company to return cash to shareholders over the long term -- which is how you accrue value as an owner of the stock. For example, over the last 12 months, Tesla has spent $7.3 billion on capital expenditures, which is only slightly lower than the $9.9 billion it generated in cash flow from operations.</p><p>These numbers come out to a free cash flow of only $2.6 billion over the past 12 months. At a market cap of $1.05 trillion, that is a price-to-free-cash-flow (P/FCF) over 400. Even worse, Tesla has only generated this &#34;free cash flow&#34; because it has grown its accounts payable and accrued liabilities by $2.7 billion this year. This is money Tesla will have to pay to suppliers and employees eventually, making the $2.6 billion in cash it generated unavailable to return to shareholders.</p><p>You might ask: Won&#39;t capex decrease once Tesla is done expanding its business? This is not likely. <b>Toyota</b> (NYSE:TM), the largest car manufacturer in the world, spent almost $35 billion on capital expenditures over the last 12 months, and it is growing capacity at a much slower rate than Tesla. If Tesla starts delivering more than 10 million vehicles a year (as Toyota did in 2019), it will have a perpetual need for capital investment, which will limit the amount of true free cash flow available to pay out to shareholders.</p><h2>Expectations are much too high</h2><p>Given the difficult nature of an automotive manufacturing business, most of the sector&#39;s stocks trade at dirt-cheap earnings multiples. This will likely be true of Tesla at some point. Let&#39;s look at Toyota again as an example. The company, which did $281 billion in revenue over the past 12 months, generated $28.2 billion in net income. It has a market cap of $289 billion, or right around a price-to-earnings ratio of 10. It is so low because investors in the company understand that it will be difficult for excess cash to be paid out to them relative to its earning power.</p><p>On the other hand, Tesla sports a market cap of $1.056 trillion and has a trailing net income of $3.47 billion. Could Tesla get to $28.2 billion in annual net income someday? Maybe. But as investors, you should understand that with a market cap more than three times the size of Toyota&#39;s, this is <i>already priced into the stock</i>.</p><p>If you own Tesla right now, you should have a thesis on why it will be worth more than $1 trillion in the future, and likely $2 trillion a decade from now if you desire a decent compounded annual return. You might argue that Tesla is setting itself up to do that with autonomous driving, battery technology, and solar panels. However, these are all either small and capital-intensive businesses (solar and batteries) or speculative business plans with no line of sight to becoming commercially viable (autonomous driving). Will these segments help Tesla achieve positive returns over the next decade when it already has a market cap pricing in the dominance of the majority of the automotive sector?</p><p>Tesla&#39;s market cap is much too high relative to the opportunity set in front of it and its current financial profile. For that reason, it is the one stock I&#39;d avoid buying in 2022.</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>Why Tesla Is the One Stock I'd Avoid 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\">\nWhy Tesla Is the One Stock I'd Avoid in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 08:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/19/why-tesla-is-the-one-stock-id-avoid-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's (NASDAQ:TSLA) stock performance over the last decade has been nothing short of exceptional. Shares are up almost 23,000% in the last 10 years alone, making it one of the top-performing stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/19/why-tesla-is-the-one-stock-id-avoid-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","TSLA":"特斯拉","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/01/19/why-tesla-is-the-one-stock-id-avoid-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204056629","content_text":"Tesla's (NASDAQ:TSLA) stock performance over the last decade has been nothing short of exceptional. Shares are up almost 23,000% in the last 10 years alone, making it one of the top-performing stocks in the market during that timespan. The company has scaled out its electric vehicle business, sports a market cap north of $1 trillion, and CEO Elon Musk is now the richest man in the world. Everything has come up in favor of Tesla recently. But for owners of the stock, the future does not look nearly as bright.Here's why Tesla is the one stock I'd avoid in 2022.Image source: Getty Images.Growth has been solidLet's start with what Tesla has done with its business over the last five years. It recently posted record car deliveries of 936,000 in 2021, up from a measly 30,000 in 2017. Revenue has followed suit. Trailing 12-month sales are up 448% in the last five years, as Tesla has scaled its manufacturing business around the globe. What's more, it has recently started to generate steady profits, putting up $4.45 billion in operating income over the last 12 months.The company should do over $50 billion in sales in 2021, and analysts expect revenue to get close to $100 billion in 2023. So why is Tesla stock one to avoid in 2022? Two reasons: the difficulty of manufacturing and the expectations embedded in the stock.Manufacturing is a difficult businessBending steel is difficult. Building and selling cars is difficult, and it costs a lot of money. Tesla (a car manufacturer) is not immune to these costs, and they will make it difficult for the company to return cash to shareholders over the long term -- which is how you accrue value as an owner of the stock. For example, over the last 12 months, Tesla has spent $7.3 billion on capital expenditures, which is only slightly lower than the $9.9 billion it generated in cash flow from operations.These numbers come out to a free cash flow of only $2.6 billion over the past 12 months. At a market cap of $1.05 trillion, that is a price-to-free-cash-flow (P/FCF) over 400. Even worse, Tesla has only generated this \"free cash flow\" because it has grown its accounts payable and accrued liabilities by $2.7 billion this year. This is money Tesla will have to pay to suppliers and employees eventually, making the $2.6 billion in cash it generated unavailable to return to shareholders.You might ask: Won't capex decrease once Tesla is done expanding its business? This is not likely. Toyota (NYSE:TM), the largest car manufacturer in the world, spent almost $35 billion on capital expenditures over the last 12 months, and it is growing capacity at a much slower rate than Tesla. If Tesla starts delivering more than 10 million vehicles a year (as Toyota did in 2019), it will have a perpetual need for capital investment, which will limit the amount of true free cash flow available to pay out to shareholders.Expectations are much too highGiven the difficult nature of an automotive manufacturing business, most of the sector's stocks trade at dirt-cheap earnings multiples. This will likely be true of Tesla at some point. Let's look at Toyota again as an example. The company, which did $281 billion in revenue over the past 12 months, generated $28.2 billion in net income. It has a market cap of $289 billion, or right around a price-to-earnings ratio of 10. It is so low because investors in the company understand that it will be difficult for excess cash to be paid out to them relative to its earning power.On the other hand, Tesla sports a market cap of $1.056 trillion and has a trailing net income of $3.47 billion. Could Tesla get to $28.2 billion in annual net income someday? Maybe. But as investors, you should understand that with a market cap more than three times the size of Toyota's, this is already priced into the stock.If you own Tesla right now, you should have a thesis on why it will be worth more than $1 trillion in the future, and likely $2 trillion a decade from now if you desire a decent compounded annual return. You might argue that Tesla is setting itself up to do that with autonomous driving, battery technology, and solar panels. However, these are all either small and capital-intensive businesses (solar and batteries) or speculative business plans with no line of sight to becoming commercially viable (autonomous driving). Will these segments help Tesla achieve positive returns over the next decade when it already has a market cap pricing in the dominance of the majority of the automotive sector?Tesla's market cap is much too high relative to the opportunity set in front of it and its current financial profile. For that reason, it is the one stock I'd avoid buying in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9062944403,"gmtCreate":1651994221102,"gmtModify":1676535010929,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I will agree to disagree this article. Tesla is undervalue instead I feel","listText":"I will agree to disagree this article. Tesla is undervalue instead I feel","text":"I will agree to disagree this article. Tesla is undervalue instead I feel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062944403","repostId":"1131831539","repostType":4,"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578208726596445","authorId":"3578208726596445","name":"tbp","avatar":"https://static.tigerbbs.com/6a3a91ebceb5224e3c4a05d72721b9a8","crmLevel":2,"crmLevelSwitch":0},"content":"imagine if elon deafults","text":"imagine if elon deafults","html":"imagine if elon deafults"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094515807,"gmtCreate":1645180466655,"gmtModify":1676534006276,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Rus will never attack come on.... it's the blow up by the media.&nbsp;","listText":"Rus will never attack come on.... it's the blow up by the media.&nbsp;","text":"Rus will never attack come on.... it's the blow up by the media.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094515807","repostId":"1155702356","repostType":4,"repost":{"id":"1155702356","pubTimestamp":1645179806,"share":"https://www.laohu8.com/m/news/1155702356?lang=&edition=full","pubTime":"2022-02-18 18:23","market":"us","language":"en","title":"Stock Futures Rise After Steep Selloff, as Tensions Mount in Ukraine","url":"https://stock-news.laohu8.com/highlight/detail?id=1155702356","media":"The Wall Street Journal","summary":"Stock futures gained after the Dow Jones Industrial Average suffered its steepest one-day loss of 20","content":"<html><head></head><body><p>Stock futures gained after the Dow Jones Industrial Average suffered its steepest one-day loss of 2022, as investors tracked the escalating violence in Ukraine and considered the potential path of U.S. monetary policy.</p><p>Futures for the S&amp;P 500 gained 0.4% Friday, at the end of a turbulent week for markets. Contracts for the tech-focused Nasdaq-100 added 0.5% and futures for the Dow Jones Industrial Average rose 0.4%. Stocks slid Thursday, with the Dow dropping more than 600 points, its steepest one-day loss of 2022.</p><p>All three major stock indexes were on track to notch weekly losses as of Thursday’s close. Investors have struggled with mixed messages on the potential for escalation between Russia and Ukraine. Secretary of State Antony Blinken warned Thursday of a looming Russian offensive against Ukraine and proposed a last-ditch diplomatic meeting with his Russian counterpart.</p><p>Brent crude, the international oil benchmark, fell 1.3% to $91.74 a barrel Friday, while benchmark European gas futures fell 1.5%. U.S. natural-gas futures declined 1.3%.</p><p>War between Ukraine and Russia could prolong elevated inflation in developed economies by disrupting supplies of important commodities, said Hani Redha, a portfolio manager at PineBridge Investments. Russia is among the world’s largest suppliers of oil, as well as the biggest exporter of wheat and a major producer of metals such as palladium, aluminum and nickel.</p><p>“Inflation is really the big question that will determine how markets play out and that only adds to the delay in resolving the inflation situation,” Mr. Redha said. He expects markets will remain volatile as investors try to assess how central banks will respond to elevated prices and the direction of the Ukraine conflict.</p><p>In premarket trading, Shake Shack shares slid 11% after the burger chain guided for weaker-than-expected revenue this quarter. Roku shares dropped 24% after it said supply-chain disruptions continued to affect its growth and TV sales. Earnings are due ahead of the market open from Deere.</p><p>In bond markets, the yield on the benchmark 10-year Treasury note crept down to 1.963% from 1.972% Thursday. Yields and prices move inversely.</p><p>Economists surveyed by The Wall Street Journal forecast that home sales data for January, due out at 10 a.m. ET, will show a slight drop from December.</p><p>Overseas, the pan-continental Stoxx Europe 600 added 0.2%. Major indexes in Asia closed with mixed performance. China’s Shanghai Composite rose 0.7%, while Japan’s Nikkei 225 declined 0.4%. Hong Kong’s Hang Seng shed 1.9%, with declines led by Meituan, which fell 15% after Beijing said it would guide delivery platforms to cut fees and provide more support for merchants.</p><p></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>Stock Futures Rise After Steep Selloff, as Tensions Mount in Ukraine</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\">\nStock Futures Rise After Steep Selloff, as Tensions Mount in Ukraine\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-18 18:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-02-18-2022-11645173720?mod=markets_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock futures gained after the Dow Jones Industrial Average suffered its steepest one-day loss of 2022, as investors tracked the escalating violence in Ukraine and considered the potential path of U.S...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-02-18-2022-11645173720?mod=markets_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-02-18-2022-11645173720?mod=markets_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155702356","content_text":"Stock futures gained after the Dow Jones Industrial Average suffered its steepest one-day loss of 2022, as investors tracked the escalating violence in Ukraine and considered the potential path of U.S. monetary policy.Futures for the S&P 500 gained 0.4% Friday, at the end of a turbulent week for markets. Contracts for the tech-focused Nasdaq-100 added 0.5% and futures for the Dow Jones Industrial Average rose 0.4%. Stocks slid Thursday, with the Dow dropping more than 600 points, its steepest one-day loss of 2022.All three major stock indexes were on track to notch weekly losses as of Thursday’s close. Investors have struggled with mixed messages on the potential for escalation between Russia and Ukraine. Secretary of State Antony Blinken warned Thursday of a looming Russian offensive against Ukraine and proposed a last-ditch diplomatic meeting with his Russian counterpart.Brent crude, the international oil benchmark, fell 1.3% to $91.74 a barrel Friday, while benchmark European gas futures fell 1.5%. U.S. natural-gas futures declined 1.3%.War between Ukraine and Russia could prolong elevated inflation in developed economies by disrupting supplies of important commodities, said Hani Redha, a portfolio manager at PineBridge Investments. Russia is among the world’s largest suppliers of oil, as well as the biggest exporter of wheat and a major producer of metals such as palladium, aluminum and nickel.“Inflation is really the big question that will determine how markets play out and that only adds to the delay in resolving the inflation situation,” Mr. Redha said. He expects markets will remain volatile as investors try to assess how central banks will respond to elevated prices and the direction of the Ukraine conflict.In premarket trading, Shake Shack shares slid 11% after the burger chain guided for weaker-than-expected revenue this quarter. Roku shares dropped 24% after it said supply-chain disruptions continued to affect its growth and TV sales. Earnings are due ahead of the market open from Deere.In bond markets, the yield on the benchmark 10-year Treasury note crept down to 1.963% from 1.972% Thursday. Yields and prices move inversely.Economists surveyed by The Wall Street Journal forecast that home sales data for January, due out at 10 a.m. ET, will show a slight drop from December.Overseas, the pan-continental Stoxx Europe 600 added 0.2%. Major indexes in Asia closed with mixed performance. China’s Shanghai Composite rose 0.7%, while Japan’s Nikkei 225 declined 0.4%. Hong Kong’s Hang Seng shed 1.9%, with declines led by Meituan, which fell 15% after Beijing said it would guide delivery platforms to cut fees and provide more support for merchants.","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011934814,"gmtCreate":1648800980090,"gmtModify":1676534400749,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"What happened?","listText":"What happened?","text":"What happened?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011934814","repostId":"1158970830","repostType":4,"repost":{"id":"1158970830","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":1648800378,"share":"https://www.laohu8.com/m/news/1158970830?lang=&edition=full","pubTime":"2022-04-01 16:06","market":"us","language":"en","title":"Hot Chinese ADRs Rallied in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1158970830","media":"Tiger Newspress","summary":"Hot chinese ADRs rallied in premarket trading. Alibaba, Pinduoduo, JD.com, NetEase, Baidu, Bilibili,","content":"<html><head></head><body><p>Hot chinese ADRs rallied in premarket trading. Alibaba, Pinduoduo, JD.com, NetEase, Baidu, Bilibili, iQIYI, DiDi Global, Nio, Xpeng Motors and Li Auto climbed between 1% and 8%.</p><p><img src=\"https://static.tigerbbs.com/56f7c0da045335706f7f4157d28ac7a1\" tg-width=\"418\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p></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>Hot Chinese ADRs Rallied in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Rallied in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-01 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot chinese ADRs rallied in premarket trading. Alibaba, Pinduoduo, JD.com, NetEase, Baidu, Bilibili, iQIYI, DiDi Global, Nio, Xpeng Motors and Li Auto climbed between 1% and 8%.</p><p><img src=\"https://static.tigerbbs.com/56f7c0da045335706f7f4157d28ac7a1\" tg-width=\"418\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)","BILI":"哔哩哔哩","NTES":"网易","BIDU":"百度","NIO":"蔚来","JD":"京东","LI":"理想汽车","BABA":"阿里巴巴","IQ":"爱奇艺","BEKE":"贝壳","XPEV":"小鹏汽车","PDD":"拼多多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158970830","content_text":"Hot chinese ADRs rallied in premarket trading. Alibaba, Pinduoduo, JD.com, NetEase, Baidu, Bilibili, iQIYI, DiDi Global, Nio, Xpeng Motors and Li Auto climbed between 1% and 8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039799908,"gmtCreate":1646114207965,"gmtModify":1676534092998,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes totally agreed that it is overvalued. But the fundamental of the company and it's&nbsp;the future plans gave investors confidence in investing it.","listText":"Yes totally agreed that it is overvalued. But the fundamental of the company and it's&nbsp;the future plans gave investors confidence in investing it.","text":"Yes totally agreed that it is overvalued. But the fundamental of the company and it's the future plans gave investors confidence in investing it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039799908","repostId":"1106936697","repostType":4,"repost":{"id":"1106936697","pubTimestamp":1646104713,"share":"https://www.laohu8.com/m/news/1106936697?lang=&edition=full","pubTime":"2022-03-01 11:18","market":"us","language":"en","title":"Tesla Is Still Fundamentally Overvalued","url":"https://stock-news.laohu8.com/highlight/detail?id=1106936697","media":"investorplace","summary":"Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.Tesla stock opened on Feb. 28 at $815. That’s still a market cap","content":"<html><head></head><body><p>Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.</p><p>Tesla stock opened on Feb. 28 at $815. That’s still a market capitalization of over $890 billion on 2021 revenues of $53.8 billion. Tesla brought 10% of that revenue to the net income line, but the price to earnings (P/E) ratio is still 177, and the price to sales (P/S) ratio 17.</p><p>Tesla stock has always risen against a tide of bearishness, an assumption that CEO Elon Musk could not do what he was in fact doing. But fewer than 3% of shares are now being held short. Analysts are bullish, with 16 of 29 at Tipranks saying buy it.</p><p>That’s probably why I wouldn’t touch it right now.</p><h2>Tesla Still Just Makes Cars</h2><p>CEO Elon Musk has always called Tesla a technology company, but it is still a manufacturer. Manufacturers need supply chains. Supply chains around the world are being disrupted. War and pandemics are inherently disruptive things. Both are generally unhealthy for economies and other living things.</p><p>Ultimately, Tesla isn’t falling because of Musk’s Twitter, a Justice Department probe of shorts or relations with the Biden administration.</p><p>It’s falling on fundamentals. Scaling is difficult. It doesn’t get easier, for cars anyway, after the initial scaling.</p><p>The electric vehicle posse has been after Tesla for years, and they’re closing in. Lucid Group (NASDAQ:LCID) and Rivian (NASDAQ:RIVN) are delivering electric cars that look very Tesla-like. Ford Motor (NYSE:F) has begun doing the same. Volkswagen (OTCMKTS:VWAGY) is ramping up production. Chinese companies are now strong enough to get by on reduced government help.</p><p>To justify its current price, Tesla needs to become bigger than General Motors (NYSE:GM) or Ford within just a few years. Opening its German plant will help. But you’re still assuming last year’s growth of 83% in car deliveries can be replicated. You’re still assuming Tesla can produce, and sell, hundreds of thousands of its butt-ugly Cybertrucks in Texas against Ford, GM, and Toyota (NYSE:TM).</p><h2>Stock Market Exuberance</h2><p>Tesla stock has been falling even while pension funds like Canada’s have been piling in. The assumption is that Tesla is Apple (NASDAQ:AAPL), that its software, electricity, insurance and services will multiply the value of each Tesla sale. But almost 90% of Tesla revenue still comes from cars. Tesla is not a solar panel company either. Battery storage revenues fell 38% in 2021.</p><p>That’s not to say Tesla hasn’t performed well. It has.</p><p>But its stock price assumes it can keep growing near its present rate, even as electric car production elsewhere ramps up.</p><p>We saw this last year with cloud stocks. There’s a limit to what people will pay for growth. Tesla seems to have gone through that limit, at ludicrous speed.</p><p>Meanwhile the Musks have taken their eyes off the ball. Buying Bitcoin while pretending to be unaware of its environmental damage is just stupid. Going into the video game industry is also stupid.</p><h2>The Bottom Line on TSLA Stock</h2><p>There are limits to what investors should pay for growth.</p><p>I think Tesla has exceeded those limits.</p><p>This doesn’t mean Tesla is a bad company. I think it can easily grow its top line by 50% this year, profitably. But then that growth is going to slow. Big numbers are harder to shift. The diversity of income Tesla once promised isn’t happening. It’s still a car company, and Elon Musk is growing bored with it.</p><p>If you assume TSLA stock is worth 10 times current revenue, or that its profit can double and it’s worth 30 times that, you’re still looking at a big drop in its stock price. I think there are better growth opportunities out there, in clouds, in software, in things that scale more easily than cars.</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>Tesla Is Still Fundamentally Overvalued</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 Is Still Fundamentally Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-01 11:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/tsla-stock-still-fundamentally-overvalued/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.Tesla stock opened on Feb. 28 at $815. That’s still a market ...</p>\n\n<a href=\"https://investorplace.com/2022/02/tsla-stock-still-fundamentally-overvalued/\">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/2022/02/tsla-stock-still-fundamentally-overvalued/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106936697","content_text":"Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.Tesla stock opened on Feb. 28 at $815. That’s still a market capitalization of over $890 billion on 2021 revenues of $53.8 billion. Tesla brought 10% of that revenue to the net income line, but the price to earnings (P/E) ratio is still 177, and the price to sales (P/S) ratio 17.Tesla stock has always risen against a tide of bearishness, an assumption that CEO Elon Musk could not do what he was in fact doing. But fewer than 3% of shares are now being held short. Analysts are bullish, with 16 of 29 at Tipranks saying buy it.That’s probably why I wouldn’t touch it right now.Tesla Still Just Makes CarsCEO Elon Musk has always called Tesla a technology company, but it is still a manufacturer. Manufacturers need supply chains. Supply chains around the world are being disrupted. War and pandemics are inherently disruptive things. Both are generally unhealthy for economies and other living things.Ultimately, Tesla isn’t falling because of Musk’s Twitter, a Justice Department probe of shorts or relations with the Biden administration.It’s falling on fundamentals. Scaling is difficult. It doesn’t get easier, for cars anyway, after the initial scaling.The electric vehicle posse has been after Tesla for years, and they’re closing in. Lucid Group (NASDAQ:LCID) and Rivian (NASDAQ:RIVN) are delivering electric cars that look very Tesla-like. Ford Motor (NYSE:F) has begun doing the same. Volkswagen (OTCMKTS:VWAGY) is ramping up production. Chinese companies are now strong enough to get by on reduced government help.To justify its current price, Tesla needs to become bigger than General Motors (NYSE:GM) or Ford within just a few years. Opening its German plant will help. But you’re still assuming last year’s growth of 83% in car deliveries can be replicated. You’re still assuming Tesla can produce, and sell, hundreds of thousands of its butt-ugly Cybertrucks in Texas against Ford, GM, and Toyota (NYSE:TM).Stock Market ExuberanceTesla stock has been falling even while pension funds like Canada’s have been piling in. The assumption is that Tesla is Apple (NASDAQ:AAPL), that its software, electricity, insurance and services will multiply the value of each Tesla sale. But almost 90% of Tesla revenue still comes from cars. Tesla is not a solar panel company either. Battery storage revenues fell 38% in 2021.That’s not to say Tesla hasn’t performed well. It has.But its stock price assumes it can keep growing near its present rate, even as electric car production elsewhere ramps up.We saw this last year with cloud stocks. There’s a limit to what people will pay for growth. Tesla seems to have gone through that limit, at ludicrous speed.Meanwhile the Musks have taken their eyes off the ball. Buying Bitcoin while pretending to be unaware of its environmental damage is just stupid. Going into the video game industry is also stupid.The Bottom Line on TSLA StockThere are limits to what investors should pay for growth.I think Tesla has exceeded those limits.This doesn’t mean Tesla is a bad company. I think it can easily grow its top line by 50% this year, profitably. But then that growth is going to slow. Big numbers are harder to shift. The diversity of income Tesla once promised isn’t happening. It’s still a car company, and Elon Musk is growing bored with it.If you assume TSLA stock is worth 10 times current revenue, or that its profit can double and it’s worth 30 times that, you’re still looking at a big drop in its stock price. I think there are better growth opportunities out there, in clouds, in software, in things that scale more easily than cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090285286,"gmtCreate":1643198372589,"gmtModify":1676533784167,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Finally some green today?","listText":"Finally some green today?","text":"Finally some green today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090285286","repostId":"1107872846","repostType":4,"repost":{"id":"1107872846","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":1643190439,"share":"https://www.laohu8.com/m/news/1107872846?lang=&edition=full","pubTime":"2022-01-26 17:47","market":"us","language":"en","title":"FOMC Preview：Fed Not Expected to Raise Interest Rates This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1107872846","media":"Tiger Newspress","summary":"All eyes are currently on the Fed, which is releasing its monetary policy decision Wednesday. Market","content":"<html><head></head><body><p>All eyes are currently on the Fed, which is releasing its monetary policy decision Wednesday. Markets are anticipating several interest rate increases this year, but will be hanging on the words of Fed Chair Jerome Powell to see just how many.</p><p>The FOMC decision is due at 2 p.m. ET on Wednesday, followed by Powell’s press conference at 2:30 p.m. ET.</p><p><b>Anticipation:</b></p><p>Anticipation over a pullback in Federal Reserve stimulus has markets rolling, setting the stage for what could be a pivotal central bank policy-setting meeting this week.</p><p>Although the Fed has signaled it will very likely raise rates multiple times this year, the first post-COVID rate increase is not expected this week. Instead, the policy-setting Federal Open Market Committee will likely tease higher rates coming in its March meeting.</p><p>“It really is time for us to begin to move away from those emergency pandemic settings to a more normal level,” Fed Chairman Jerome Powell told Congress two weeks ago, adding that “2022 will be the year in which we take steps toward normalization.”</p><p>Moving away from those settings would involve raising the federal funds rate, the benchmark for short-term borrowing costs that the Federal Open Market Committee sets every six weeks. That rate has been set at near zero since the depths of the pandemic.</p><p>Raising those rates, also referred to as “tightening policy,” could dampen the rapid pace of inflation felt by Americans across the board.</p><p>“March is a live meeting for the first rate hike,” said Fed Governor Christopher Waller in December.</p><p>Directionally, nearly all members of the policy-setting Federal Open Market Committee have suggested they favor using higher rates to bring inflation down (even the more “dovish” officials who have historically pushed back against tighter policy options). But there is considerable uncertainty about how aggressively they would do so.</p><p>For example, betting markets show the largest probability — about 31% — for four interest rate increases (25 basis points each) by the end of this year. But those same markets are pricing in decent odds of the Fed tightening a little bit slower (three rate hikes: 26% chance) as they are for the Fed tightening a little bit faster (five rate hikes: 20% chance).</p><p>Either way, the Fed is making it clear that come the March meeting, FOMC decision days that follow are all fair game for more tightening.</p><p><b>Market Views:</b></p><p>“We see a risk that the FOMC will want to take some tightening action at every meeting until that picture changes,” Goldman Sachs analysts wrote on Friday.</p><p>With prices rising at a pace not seen in nearly 40 years, the Fed may have opted to raise rates this week if it were not for one reason: its $9 trillion balance sheet.</p><p>The Fed is still in the process of bringing its pandemic-era policy of growing its massive balance sheet to a full stop. In December, the FOMC charted a course for ending its purchases of U.S. Treasuries and agency mortgage-backed securities (aimed at messaging to markets its intention to keep borrowing costs low) by mid-March.</p><p>Raising interest rates while the Fed is still buying bonds could send mixed messages to markets, which is why Fed officials have made it clear they would not raise interest rates until that process is done.</p><p>As the Fed raises interest rates, the FOMC will then likely turn its attention to actively shrinking its balance sheet — by allowing maturing securities to roll off of its books.</p><p>“We probably will decide to start reducing the balance sheet sooner rather than later,” Chicago Fed President Charles Evans told reporters on Jan. 13.</p><p>Doing so could allow the Fed to quell inflation with fewer rate hikes, since shrinking its asset holdings should have the effect of tilting higher longer-term interest rates (which it does not directly control as well as short-term rates).</p><p>The conversation over how to handle any balance sheet runoff will likely pick up steam in this week’s meeting.</p><p><b>Market Snapshot</b></p><p>At 04:46 a.m. ET, Dow e-minis were up 364 points, or 1.06%, S&amp;P 500 e-minis were up 60.75 points, or 1.40%, and Nasdaq 100 e-minis were up 294.50 points, or 2.08%.</p><p><img src=\"https://static.tigerbbs.com/6daf636636fcead334fc0cd35746e9a2\" tg-width=\"372\" tg-height=\"159\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FOMC Preview：Fed Not Expected to Raise Interest Rates This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFOMC Preview：Fed Not Expected to Raise Interest Rates This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-26 17:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>All eyes are currently on the Fed, which is releasing its monetary policy decision Wednesday. Markets are anticipating several interest rate increases this year, but will be hanging on the words of Fed Chair Jerome Powell to see just how many.</p><p>The FOMC decision is due at 2 p.m. ET on Wednesday, followed by Powell’s press conference at 2:30 p.m. ET.</p><p><b>Anticipation:</b></p><p>Anticipation over a pullback in Federal Reserve stimulus has markets rolling, setting the stage for what could be a pivotal central bank policy-setting meeting this week.</p><p>Although the Fed has signaled it will very likely raise rates multiple times this year, the first post-COVID rate increase is not expected this week. Instead, the policy-setting Federal Open Market Committee will likely tease higher rates coming in its March meeting.</p><p>“It really is time for us to begin to move away from those emergency pandemic settings to a more normal level,” Fed Chairman Jerome Powell told Congress two weeks ago, adding that “2022 will be the year in which we take steps toward normalization.”</p><p>Moving away from those settings would involve raising the federal funds rate, the benchmark for short-term borrowing costs that the Federal Open Market Committee sets every six weeks. That rate has been set at near zero since the depths of the pandemic.</p><p>Raising those rates, also referred to as “tightening policy,” could dampen the rapid pace of inflation felt by Americans across the board.</p><p>“March is a live meeting for the first rate hike,” said Fed Governor Christopher Waller in December.</p><p>Directionally, nearly all members of the policy-setting Federal Open Market Committee have suggested they favor using higher rates to bring inflation down (even the more “dovish” officials who have historically pushed back against tighter policy options). But there is considerable uncertainty about how aggressively they would do so.</p><p>For example, betting markets show the largest probability — about 31% — for four interest rate increases (25 basis points each) by the end of this year. But those same markets are pricing in decent odds of the Fed tightening a little bit slower (three rate hikes: 26% chance) as they are for the Fed tightening a little bit faster (five rate hikes: 20% chance).</p><p>Either way, the Fed is making it clear that come the March meeting, FOMC decision days that follow are all fair game for more tightening.</p><p><b>Market Views:</b></p><p>“We see a risk that the FOMC will want to take some tightening action at every meeting until that picture changes,” Goldman Sachs analysts wrote on Friday.</p><p>With prices rising at a pace not seen in nearly 40 years, the Fed may have opted to raise rates this week if it were not for one reason: its $9 trillion balance sheet.</p><p>The Fed is still in the process of bringing its pandemic-era policy of growing its massive balance sheet to a full stop. In December, the FOMC charted a course for ending its purchases of U.S. Treasuries and agency mortgage-backed securities (aimed at messaging to markets its intention to keep borrowing costs low) by mid-March.</p><p>Raising interest rates while the Fed is still buying bonds could send mixed messages to markets, which is why Fed officials have made it clear they would not raise interest rates until that process is done.</p><p>As the Fed raises interest rates, the FOMC will then likely turn its attention to actively shrinking its balance sheet — by allowing maturing securities to roll off of its books.</p><p>“We probably will decide to start reducing the balance sheet sooner rather than later,” Chicago Fed President Charles Evans told reporters on Jan. 13.</p><p>Doing so could allow the Fed to quell inflation with fewer rate hikes, since shrinking its asset holdings should have the effect of tilting higher longer-term interest rates (which it does not directly control as well as short-term rates).</p><p>The conversation over how to handle any balance sheet runoff will likely pick up steam in this week’s meeting.</p><p><b>Market Snapshot</b></p><p>At 04:46 a.m. ET, Dow e-minis were up 364 points, or 1.06%, S&amp;P 500 e-minis were up 60.75 points, or 1.40%, and Nasdaq 100 e-minis were up 294.50 points, or 2.08%.</p><p><img src=\"https://static.tigerbbs.com/6daf636636fcead334fc0cd35746e9a2\" tg-width=\"372\" tg-height=\"159\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107872846","content_text":"All eyes are currently on the Fed, which is releasing its monetary policy decision Wednesday. Markets are anticipating several interest rate increases this year, but will be hanging on the words of Fed Chair Jerome Powell to see just how many.The FOMC decision is due at 2 p.m. ET on Wednesday, followed by Powell’s press conference at 2:30 p.m. ET.Anticipation:Anticipation over a pullback in Federal Reserve stimulus has markets rolling, setting the stage for what could be a pivotal central bank policy-setting meeting this week.Although the Fed has signaled it will very likely raise rates multiple times this year, the first post-COVID rate increase is not expected this week. Instead, the policy-setting Federal Open Market Committee will likely tease higher rates coming in its March meeting.“It really is time for us to begin to move away from those emergency pandemic settings to a more normal level,” Fed Chairman Jerome Powell told Congress two weeks ago, adding that “2022 will be the year in which we take steps toward normalization.”Moving away from those settings would involve raising the federal funds rate, the benchmark for short-term borrowing costs that the Federal Open Market Committee sets every six weeks. That rate has been set at near zero since the depths of the pandemic.Raising those rates, also referred to as “tightening policy,” could dampen the rapid pace of inflation felt by Americans across the board.“March is a live meeting for the first rate hike,” said Fed Governor Christopher Waller in December.Directionally, nearly all members of the policy-setting Federal Open Market Committee have suggested they favor using higher rates to bring inflation down (even the more “dovish” officials who have historically pushed back against tighter policy options). But there is considerable uncertainty about how aggressively they would do so.For example, betting markets show the largest probability — about 31% — for four interest rate increases (25 basis points each) by the end of this year. But those same markets are pricing in decent odds of the Fed tightening a little bit slower (three rate hikes: 26% chance) as they are for the Fed tightening a little bit faster (five rate hikes: 20% chance).Either way, the Fed is making it clear that come the March meeting, FOMC decision days that follow are all fair game for more tightening.Market Views:“We see a risk that the FOMC will want to take some tightening action at every meeting until that picture changes,” Goldman Sachs analysts wrote on Friday.With prices rising at a pace not seen in nearly 40 years, the Fed may have opted to raise rates this week if it were not for one reason: its $9 trillion balance sheet.The Fed is still in the process of bringing its pandemic-era policy of growing its massive balance sheet to a full stop. In December, the FOMC charted a course for ending its purchases of U.S. Treasuries and agency mortgage-backed securities (aimed at messaging to markets its intention to keep borrowing costs low) by mid-March.Raising interest rates while the Fed is still buying bonds could send mixed messages to markets, which is why Fed officials have made it clear they would not raise interest rates until that process is done.As the Fed raises interest rates, the FOMC will then likely turn its attention to actively shrinking its balance sheet — by allowing maturing securities to roll off of its books.“We probably will decide to start reducing the balance sheet sooner rather than later,” Chicago Fed President Charles Evans told reporters on Jan. 13.Doing so could allow the Fed to quell inflation with fewer rate hikes, since shrinking its asset holdings should have the effect of tilting higher longer-term interest rates (which it does not directly control as well as short-term rates).The conversation over how to handle any balance sheet runoff will likely pick up steam in this week’s meeting.Market SnapshotAt 04:46 a.m. ET, Dow e-minis were up 364 points, or 1.06%, S&P 500 e-minis were up 60.75 points, or 1.40%, and Nasdaq 100 e-minis were up 294.50 points, or 2.08%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077859867,"gmtCreate":1658495461759,"gmtModify":1676536167668,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077859867","repostId":"2253703587","repostType":2,"repost":{"id":"2253703587","pubTimestamp":1658493375,"share":"https://www.laohu8.com/m/news/2253703587?lang=&edition=full","pubTime":"2022-07-22 20:36","market":"us","language":"en","title":"What Tesla's Massive Bitcoin Selloff Means for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2253703587","media":"Motley Fool","summary":"Elon Musk says crypto is a 'sideshow' for Tesla.","content":"<html><head></head><body><h3>Key points</h3><ul><li>Tesla bought $1.5 billion worth of BTC in early 2021, and announced that it has sold off 75% of it.</li><li>Tesla said it needed to maximize its cash holdings due to uncertainty caused by ongoing COVID-19 lockdowns in China.</li><li>Tesla&#39;s move did not have a significant impact on Bitcoin&#39;s price, potentially because the sale has already happened.</li></ul><p>Tesla said in its recent earnings statement that it had sold 75% of its Bitcoin. The electric car maker has been hard hit by COVID-19 lockdowns in China. It said the ongoing uncertainty meant it needed to maximize its cash holdings, and assured investors that the sell-off was not a reflection of its views on Bitcoin (BTC). Bitcoin fell around 3% following the news, but is still up over 11% in the past seven days, according to CoinMarketCap data.</p><h2>Tesla and Bitcoin</h2><p>Tesla has a mixed relationship with cryptocurrency. Its CEO and founder, Elon Musk, is an active crypto enthusiast who regularly tweets about cryptocurrency, particularly his favorite token, Dogecoin (DOGE).</p><p>Tesla bought $1.5 billion worth of Bitcoin in early 2021, and sold 10% of its holdings in the following few months. It also announced it would accept Bitcoin payments, a decision that played a significant role in the subsequent crypto rally. However, in May 2021, Tesla changed its stance. It said it would suspend Bitcoin payments due to environmental concerns. This was one of the reasons for 2021&#39;s first major crypto price drop. At the time, Musk said there was no plan to sell its Bitcoin holdings.</p><p>It&#39;s worth noting that cryptocurrency is not Tesla&#39;s main business. Indeed, many would argue that the heavy environmental cost of mining Bitcoin is actually at odds with Tesla&#39;s values of sustainability. During Tesla&#39;s earnings call, Musk said: &#34;Tesla&#39;s goal is to accelerate the advent of sustainable energy. We&#39;re not really -- cryptocurrency is a sideshow to the sideshow.&#34;</p><h2>What it means for investors</h2><p>Tesla&#39;s decision to sell has not had a huge impact on Bitcoin&#39;s price. The news did stop a very tentative rally -- the lead crypto briefly topped $24,000 for the first time in over two months. But unlike other Tesla and Musk moves, the reaction to Tesla&#39;s sell-off was relatively muted.</p><p>There are two potential reasons for this. First, the sell-off has already happened. In its earnings statement, Tesla said, &#34;As of the end of Q2, we have converted approximately 75% of our Bitcoin purchases into fiat currency.&#34; It will have an impact on market sentiment, but we&#39;re not about to see a $1 billion BTC selloff in the coming weeks.</p><p>Second, it doesn&#39;t reflect a loss of confidence in crypto on Tesla&#39;s part. The recent crypto crash has shaken many investors&#39; beliefs in the long-term potential of the industry, but that&#39;s not why Tesla says it sold. &#34;We are certainly open to increasing our Bitcoin holdings in future, so this should not be taken as some verdict on Bitcoin,&#34; said Musk in the company&#39;s earnings call. He added, &#34;It&#39;s just that we were concerned about overall liquidity for the company, given COVID shutdowns in China.&#34;</p><p>Moreover, Tesla says it sold the Bitcoin for a realized gain. This may interest other companies considering adding Bitcoin to their balance sheets. (However, Tesla is now underwater on the other Bitcoin it holds.) Nevertheless, there&#39;s some reassurance in the fact that Tesla was able to liquidate over $1 billion worth of BTC without incurring major losses in spite of the dramatic drop in crypto prices.</p><h2>Bottom line</h2><p>In recent years, Tesla and Musk have had an outsized impact on cryptocurrency prices. But the news that Tesla has already sold a large proportion of its crypto is only a blip on the charts compared with other issues at play. Not only has the industry matured in the past 18 months, but crypto is weathering far more significant storms.</p><p>The world is grappling with spiraling inflation, a potential energy crisis, and fears of a recession. Crypto markets are reeling from the failure of several well-known platforms and companies, and there&#39;s concern about the impact of increased regulation. Many crypto investors are braced for more bad news, but it&#39;s unlikely to come from Tesla or Elon Musk.</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>What Tesla's Massive Bitcoin Selloff Means for Investors</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 Tesla's Massive Bitcoin Selloff Means for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 20:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/the-ascent/cryptocurrency/articles/what-teslas-massive-bitcoin-selloff-means-for-investors/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key pointsTesla bought $1.5 billion worth of BTC in early 2021, and announced that it has sold off 75% of it.Tesla said it needed to maximize its cash holdings due to uncertainty caused by ongoing ...</p>\n\n<a href=\"https://www.fool.com/the-ascent/cryptocurrency/articles/what-teslas-massive-bitcoin-selloff-means-for-investors/\">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","GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.fool.com/the-ascent/cryptocurrency/articles/what-teslas-massive-bitcoin-selloff-means-for-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253703587","content_text":"Key pointsTesla bought $1.5 billion worth of BTC in early 2021, and announced that it has sold off 75% of it.Tesla said it needed to maximize its cash holdings due to uncertainty caused by ongoing COVID-19 lockdowns in China.Tesla's move did not have a significant impact on Bitcoin's price, potentially because the sale has already happened.Tesla said in its recent earnings statement that it had sold 75% of its Bitcoin. The electric car maker has been hard hit by COVID-19 lockdowns in China. It said the ongoing uncertainty meant it needed to maximize its cash holdings, and assured investors that the sell-off was not a reflection of its views on Bitcoin (BTC). Bitcoin fell around 3% following the news, but is still up over 11% in the past seven days, according to CoinMarketCap data.Tesla and BitcoinTesla has a mixed relationship with cryptocurrency. Its CEO and founder, Elon Musk, is an active crypto enthusiast who regularly tweets about cryptocurrency, particularly his favorite token, Dogecoin (DOGE).Tesla bought $1.5 billion worth of Bitcoin in early 2021, and sold 10% of its holdings in the following few months. It also announced it would accept Bitcoin payments, a decision that played a significant role in the subsequent crypto rally. However, in May 2021, Tesla changed its stance. It said it would suspend Bitcoin payments due to environmental concerns. This was one of the reasons for 2021's first major crypto price drop. At the time, Musk said there was no plan to sell its Bitcoin holdings.It's worth noting that cryptocurrency is not Tesla's main business. Indeed, many would argue that the heavy environmental cost of mining Bitcoin is actually at odds with Tesla's values of sustainability. During Tesla's earnings call, Musk said: \"Tesla's goal is to accelerate the advent of sustainable energy. We're not really -- cryptocurrency is a sideshow to the sideshow.\"What it means for investorsTesla's decision to sell has not had a huge impact on Bitcoin's price. The news did stop a very tentative rally -- the lead crypto briefly topped $24,000 for the first time in over two months. But unlike other Tesla and Musk moves, the reaction to Tesla's sell-off was relatively muted.There are two potential reasons for this. First, the sell-off has already happened. In its earnings statement, Tesla said, \"As of the end of Q2, we have converted approximately 75% of our Bitcoin purchases into fiat currency.\" It will have an impact on market sentiment, but we're not about to see a $1 billion BTC selloff in the coming weeks.Second, it doesn't reflect a loss of confidence in crypto on Tesla's part. The recent crypto crash has shaken many investors' beliefs in the long-term potential of the industry, but that's not why Tesla says it sold. \"We are certainly open to increasing our Bitcoin holdings in future, so this should not be taken as some verdict on Bitcoin,\" said Musk in the company's earnings call. He added, \"It's just that we were concerned about overall liquidity for the company, given COVID shutdowns in China.\"Moreover, Tesla says it sold the Bitcoin for a realized gain. This may interest other companies considering adding Bitcoin to their balance sheets. (However, Tesla is now underwater on the other Bitcoin it holds.) Nevertheless, there's some reassurance in the fact that Tesla was able to liquidate over $1 billion worth of BTC without incurring major losses in spite of the dramatic drop in crypto prices.Bottom lineIn recent years, Tesla and Musk have had an outsized impact on cryptocurrency prices. But the news that Tesla has already sold a large proportion of its crypto is only a blip on the charts compared with other issues at play. Not only has the industry matured in the past 18 months, but crypto is weathering far more significant storms.The world is grappling with spiraling inflation, a potential energy crisis, and fears of a recession. Crypto markets are reeling from the failure of several well-known platforms and companies, and there's concern about the impact of increased regulation. Many crypto investors are braced for more bad news, but it's unlikely to come from Tesla or Elon Musk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053814500,"gmtCreate":1654515750000,"gmtModify":1676535460424,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"EV to the Moooooooon","listText":"EV to the Moooooooon","text":"EV to the Moooooooon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053814500","repostId":"1105219883","repostType":2,"repost":{"id":"1105219883","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654515198,"share":"https://www.laohu8.com/m/news/1105219883?lang=&edition=full","pubTime":"2022-06-06 19:33","market":"us","language":"en","title":"NIO and XPeng Stocks Jump as Chinese EV Demand Returns, Tesla Investors Will Cheer","url":"https://stock-news.laohu8.com/highlight/detail?id=1105219883","media":"Dow Jones","summary":"Shares of Chinese electric-vehicle makers were rising, a lot, to start the week in Hong Kong trading","content":"<html><head></head><body><p>Shares of Chinese electric-vehicle makers were rising, a lot, to start the week in Hong Kong trading. Investors can thank demand, which appears to be returning after Covid lockdowns roiled the entire Chinese economy.</p><p>June passenger vehicle wholesale volumes to grow 50% in June, compared with May. What’s more, retail sales volumes are expected to grow 20% quarter over quarter, boosted by improving production and tax cuts designed to stimulate demand.</p><p>That’s a relief for investors. <a href=\"https://laohu8.com/S/NIO\">NIO </a>, for instance, delivered about 5,000 vehicles in April 2022, down more than 50% from December levels, as Covid lockdowns hit production as well as sales across China.</p><p>In addition to Chung’s Monday report, Chinese auto maker BYD also reported May sales volumes. Sales of its battery electric vehicle, or BEV, hit 53,349 units in May, up 185% from May 2021. That’s a tangible sign demand for electric vehicles is returning after the Covid slump.</p><p>Shares of BYD were up 5.7% in Hong Kong trading Monday.</p><p>Shares of NIO, <a href=\"https://laohu8.com/S/XPEV\">XPeng </a> and <a href=\"https://laohu8.com/S/LI\">Li Auto </a> gained 5.9%, 8.3% and 12.5%, respectively, in Hong Kong trading. All three of those companies have stock listings in Hong Kong as well as New York.</p><p>The Hong Kong trading was leading U.S. trading early Monday. New York-listed shares of NIO, XPeng and Li rose 5.1%, 5.2% and 9.1% in premarket trading, respectively.</p><p>It looks to be a good start to the week for most U.S. stocks. S&amp;P 500 and Dow Jones Industrial Average futures also were rising about 1.1% and 0.8%, respectively.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shares rose Monday by about 3.9% to roughly $731 a piece. Better Chinese EV demand is part of the story, but so is CEO Elon Musk.</p><p>Tesla stock fell 9.2% Friday after employment confusion created by a series of reports indicated that Tesla might be cutting headcount. Musk clarified his position in a Saturday tweet, indicating Tesla total headcount would grow in 2022, while the headcount of salaried employees would remain relatively flat.</p><p>The initial reports were jarring for investors because Tesla is expected to grow unit volumes roughly 50% in 2022. It takes more people to build more cars.</p><p>Coming into Monday, Tesla shares have declined about 33% this year. Inflation and rising interest rates have sapped some investor enthusiasm for most automotive stocks. Higher inflation threatens profit margins via higher costs. Higher rates threatens new car demand by hurting affordability. Most cars are purchased with financing.</p><p>NIO, XPeng and Li shares have fallen almost 40%, on average, in 2022. Auto trends have impacted those three too</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>NIO and XPeng Stocks Jump as Chinese EV Demand Returns, Tesla Investors Will Cheer</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\">\nNIO and XPeng Stocks Jump as Chinese EV Demand Returns, Tesla Investors Will Cheer\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-06 19:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Chinese electric-vehicle makers were rising, a lot, to start the week in Hong Kong trading. Investors can thank demand, which appears to be returning after Covid lockdowns roiled the entire Chinese economy.</p><p>June passenger vehicle wholesale volumes to grow 50% in June, compared with May. What’s more, retail sales volumes are expected to grow 20% quarter over quarter, boosted by improving production and tax cuts designed to stimulate demand.</p><p>That’s a relief for investors. <a href=\"https://laohu8.com/S/NIO\">NIO </a>, for instance, delivered about 5,000 vehicles in April 2022, down more than 50% from December levels, as Covid lockdowns hit production as well as sales across China.</p><p>In addition to Chung’s Monday report, Chinese auto maker BYD also reported May sales volumes. Sales of its battery electric vehicle, or BEV, hit 53,349 units in May, up 185% from May 2021. That’s a tangible sign demand for electric vehicles is returning after the Covid slump.</p><p>Shares of BYD were up 5.7% in Hong Kong trading Monday.</p><p>Shares of NIO, <a href=\"https://laohu8.com/S/XPEV\">XPeng </a> and <a href=\"https://laohu8.com/S/LI\">Li Auto </a> gained 5.9%, 8.3% and 12.5%, respectively, in Hong Kong trading. All three of those companies have stock listings in Hong Kong as well as New York.</p><p>The Hong Kong trading was leading U.S. trading early Monday. New York-listed shares of NIO, XPeng and Li rose 5.1%, 5.2% and 9.1% in premarket trading, respectively.</p><p>It looks to be a good start to the week for most U.S. stocks. S&amp;P 500 and Dow Jones Industrial Average futures also were rising about 1.1% and 0.8%, respectively.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shares rose Monday by about 3.9% to roughly $731 a piece. Better Chinese EV demand is part of the story, but so is CEO Elon Musk.</p><p>Tesla stock fell 9.2% Friday after employment confusion created by a series of reports indicated that Tesla might be cutting headcount. Musk clarified his position in a Saturday tweet, indicating Tesla total headcount would grow in 2022, while the headcount of salaried employees would remain relatively flat.</p><p>The initial reports were jarring for investors because Tesla is expected to grow unit volumes roughly 50% in 2022. It takes more people to build more cars.</p><p>Coming into Monday, Tesla shares have declined about 33% this year. Inflation and rising interest rates have sapped some investor enthusiasm for most automotive stocks. Higher inflation threatens profit margins via higher costs. Higher rates threatens new car demand by hurting affordability. Most cars are purchased with financing.</p><p>NIO, XPeng and Li shares have fallen almost 40%, on average, in 2022. Auto trends have impacted those three too</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105219883","content_text":"Shares of Chinese electric-vehicle makers were rising, a lot, to start the week in Hong Kong trading. Investors can thank demand, which appears to be returning after Covid lockdowns roiled the entire Chinese economy.June passenger vehicle wholesale volumes to grow 50% in June, compared with May. What’s more, retail sales volumes are expected to grow 20% quarter over quarter, boosted by improving production and tax cuts designed to stimulate demand.That’s a relief for investors. NIO , for instance, delivered about 5,000 vehicles in April 2022, down more than 50% from December levels, as Covid lockdowns hit production as well as sales across China.In addition to Chung’s Monday report, Chinese auto maker BYD also reported May sales volumes. Sales of its battery electric vehicle, or BEV, hit 53,349 units in May, up 185% from May 2021. That’s a tangible sign demand for electric vehicles is returning after the Covid slump.Shares of BYD were up 5.7% in Hong Kong trading Monday.Shares of NIO, XPeng  and Li Auto  gained 5.9%, 8.3% and 12.5%, respectively, in Hong Kong trading. All three of those companies have stock listings in Hong Kong as well as New York.The Hong Kong trading was leading U.S. trading early Monday. New York-listed shares of NIO, XPeng and Li rose 5.1%, 5.2% and 9.1% in premarket trading, respectively.It looks to be a good start to the week for most U.S. stocks. S&P 500 and Dow Jones Industrial Average futures also were rising about 1.1% and 0.8%, respectively.Tesla shares rose Monday by about 3.9% to roughly $731 a piece. Better Chinese EV demand is part of the story, but so is CEO Elon Musk.Tesla stock fell 9.2% Friday after employment confusion created by a series of reports indicated that Tesla might be cutting headcount. Musk clarified his position in a Saturday tweet, indicating Tesla total headcount would grow in 2022, while the headcount of salaried employees would remain relatively flat.The initial reports were jarring for investors because Tesla is expected to grow unit volumes roughly 50% in 2022. It takes more people to build more cars.Coming into Monday, Tesla shares have declined about 33% this year. Inflation and rising interest rates have sapped some investor enthusiasm for most automotive stocks. Higher inflation threatens profit margins via higher costs. Higher rates threatens new car demand by hurting affordability. Most cars are purchased with financing.NIO, XPeng and Li shares have fallen almost 40%, on average, in 2022. Auto trends have impacted those three too","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088516687,"gmtCreate":1650362485190,"gmtModify":1676534705310,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Just buy think later","listText":"Just buy think later","text":"Just buy think later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088516687","repostId":"2228932520","repostType":2,"repost":{"id":"2228932520","pubTimestamp":1650360180,"share":"https://www.laohu8.com/m/news/2228932520?lang=&edition=full","pubTime":"2022-04-19 17:23","market":"us","language":"en","title":"Amazon: The Bag Is Heavy Going Into Q1 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2228932520","media":"seekingalpha","summary":"Investment ThesisAmazon (NASDAQ:AMZN) stock has languished for almost two years since it had a spect","content":"<html><head></head><body><h2>Investment Thesis</h2><p>Amazon (NASDAQ:AMZN) stock has languished for almost two years since it had a spectacular rally from the COVID-19 bottom. However, the stock has failed to break its critical resistance level of $3,500. Momentum buyers have tried several times over the last two years to break that crucial level but to no avail. There were just too many headwinds impacting e-commerce stocks over the past year.</p><p>Even though Amazon has a well-diversified business model, its FQ4 earnings card demonstrated it was not immune to these headwinds. The culmination of surging costs, and higher inflation, has also exacerbated its labor shortages. Coupled with moderation in online spending as the world emerges from the pandemic, e-commerce players have had their work cut out.</p><p>Furthermore, the Russia-Ukraine conflict is expected to have worsened the near-term profitability outlook for Amazon since its FQ4 card. As a result, we believe Amazon long-term holders need to brace themselves for what could be a highly challenging FQ1 report, to be announced on April 28.</p><p>However, if the company could issue better than expected guidance over what seems like pretty gloomy consensus estimates, AMZN stock could outperform in H2&#39;22.</p><p>Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter as its #1 executive. We remain confident of Jassy &amp; Team&#39;s long-term execution. As such, we reiterate our Buy rating on AMZN stock heading into its pivotal FQ1 card.</p><h2>Can Amazon&#39;s Q1 Earnings Be The Inflection Point?</h2><p><img src=\"https://static.tigerbbs.com/f56bd1de54bf426a8029aef60709663c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Amazon consensus estimates (S&amp;P Capital IQ)</p><p>It&#39;s clear that the market has been digesting Amazon&#39;s massive growth acceleration from the pandemic. But, investors should not consider it a &#34;slow down&#34; but rather a healthy normalization. Jassy was also upfront in his letter, as he accentuated the company grew its revenue at a 2-year CAGR of 29%. He undoubtedly wanted to put things in the proper perspective for long-term shareholders to deliberate.</p><p>Notably, Jassy also emphasized the substantial supply chain and logistical challenges Amazon has faced over the past two years. He enunciated that the &#34;supply chains were disrupted in ways none of us had seen previously.&#34; Therefore, we believe management is keenly aware of the struggles that Amazon&#39;s long-term holders have been going through over the past year. Despite that, it&#39;s hard to ignore the near-term challenges that impacted Amazon&#39;s ability to execute. Jassy emphasized (edited):</p><blockquote>This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.</blockquote><blockquote>Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people&#39;s ability to work.</blockquote><blockquote>And then in late February, with Russia&#39;s invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon&#39;s 2021 Letter to Shareholders)</blockquote><p>Nevertheless, the updated consensus estimates suggest that Amazon&#39;s revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon&#39;s ability to navigate these challenges. Moreover, we think it&#39;s credible that the Street has already priced in the expected weakness in Amazon&#39;s P&amp;L for Q1.</p><p>For instance, despite the recent headwinds, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> (MS) remains confident of the company&#39;s outperformance through FY23. It added (edited): &#34;We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.&#34;</p><p>However, BNP Paribas (OTCQX:BNPQF) earned the ire of bullish Amazon holders as it issued Amazon stock&#39;s &#34;first sell rating since 2020.&#34; It highlighted (edited): &#34;Amazon&#39;s capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.&#34;</p><p>Therefore, we believe investors will keenly watch Amazon&#39;s Q1 card for its ability to manage through these headwinds. However, we are cautiously optimistic as we think the consensus estimates seem to have reflected the recent pessimism. Also, we believe that Amazon&#39;s quarterly performance will be a barometer for the rest of its e-commerce and retail peers.</p><h2>AMZN Stock Valuation Seems Well-Balanced</h2><p><img src=\"https://static.tigerbbs.com/862e8e8a864d6ce404685e4d0674afbf\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMZN stock valuation metrics (TIKR)</p><p>AMZN stock trades at a premium against the market and its peers. There&#39;s no doubt about that. For instance, AMZN stock&#39;s NTM normalized P/E of 62.8x is way ahead of the market&#39;s median P/E of 16.9x. Moreover, it&#39;s also ahead of the online retail median P/E of 16.4x.</p><p>However, Trefis SOTP estimates suggest a significant portion of AMZN stock valuation is attributed to AWS (44%). Given AWS&#39; hyper scaler leadership, the market has been willing to accord the premium to AMZN stock over time. Furthermore, AMZN stock has also normalized (53.1x) below its NTM EBIT multiples 3Y mean (60.6x).</p><p>Therefore, we think AMZN stock valuation seems quite well balanced heading into Q1 earnings on April 28. Therefore, if management could guide more favorably through FY22, the stock could be due for a re-rating.</p><p>As such, <i>we reiterate our Buy rating on AMZN stock</i>.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: The Bag Is Heavy Going Into Q1 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: The Bag Is Heavy Going Into Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501848-amazon-stock-bag-heavy-q1-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisAmazon (NASDAQ:AMZN) stock has languished for almost two years since it had a spectacular rally from the COVID-19 bottom. However, the stock has failed to break its critical ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501848-amazon-stock-bag-heavy-q1-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4501848-amazon-stock-bag-heavy-q1-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2228932520","content_text":"Investment ThesisAmazon (NASDAQ:AMZN) stock has languished for almost two years since it had a spectacular rally from the COVID-19 bottom. However, the stock has failed to break its critical resistance level of $3,500. Momentum buyers have tried several times over the last two years to break that crucial level but to no avail. There were just too many headwinds impacting e-commerce stocks over the past year.Even though Amazon has a well-diversified business model, its FQ4 earnings card demonstrated it was not immune to these headwinds. The culmination of surging costs, and higher inflation, has also exacerbated its labor shortages. Coupled with moderation in online spending as the world emerges from the pandemic, e-commerce players have had their work cut out.Furthermore, the Russia-Ukraine conflict is expected to have worsened the near-term profitability outlook for Amazon since its FQ4 card. As a result, we believe Amazon long-term holders need to brace themselves for what could be a highly challenging FQ1 report, to be announced on April 28.However, if the company could issue better than expected guidance over what seems like pretty gloomy consensus estimates, AMZN stock could outperform in H2'22.Amazon CEO Andy Jassy also shared meaningful insights in his first Annual Letter as its #1 executive. We remain confident of Jassy & Team's long-term execution. As such, we reiterate our Buy rating on AMZN stock heading into its pivotal FQ1 card.Can Amazon's Q1 Earnings Be The Inflection Point?Amazon consensus estimates (S&P Capital IQ)It's clear that the market has been digesting Amazon's massive growth acceleration from the pandemic. But, investors should not consider it a \"slow down\" but rather a healthy normalization. Jassy was also upfront in his letter, as he accentuated the company grew its revenue at a 2-year CAGR of 29%. He undoubtedly wanted to put things in the proper perspective for long-term shareholders to deliberate.Notably, Jassy also emphasized the substantial supply chain and logistical challenges Amazon has faced over the past two years. He enunciated that the \"supply chains were disrupted in ways none of us had seen previously.\" Therefore, we believe management is keenly aware of the struggles that Amazon's long-term holders have been going through over the past year. Despite that, it's hard to ignore the near-term challenges that impacted Amazon's ability to execute. Jassy emphasized (edited):This growth also created short-term logistics and cost challenges. Supply chains were disrupted in ways none of us had seen previously. As we were bringing this new capacity online, the labor market tightened considerably.Combined with ocean, air, and trucking capacity becoming scarcer and more expensive, this created extra transportation and productivity costs. We hoped that the major impact from COVID-19 would recede as 2021 drew to a close, but then Omicron reared its head in December, which had worldwide ramifications, including impacting people's ability to work.And then in late February, with Russia's invasion of Ukraine, fuel costs and inflation became bigger issues with which to contend. (Amazon's 2021 Letter to Shareholders)Nevertheless, the updated consensus estimates suggest that Amazon's revenue and profitability normalization could reach an inflection point in FQ1. Therefore, the Street remains optimistic about Amazon's ability to navigate these challenges. Moreover, we think it's credible that the Street has already priced in the expected weakness in Amazon's P&L for Q1.For instance, despite the recent headwinds, Morgan Stanley (MS) remains confident of the company's outperformance through FY23. It added (edited): \"We are lowering FY22/23 EBIT by ~$5.6bn/$1.1bn (15%/2%). We still expect revenue acceleration and margin expansion (even through higher fuel costs) to drive outperformance.\"However, BNP Paribas (OTCQX:BNPQF) earned the ire of bullish Amazon holders as it issued Amazon stock's \"first sell rating since 2020.\" It highlighted (edited): \"Amazon's capital spending is going to be much higher than the market expects, while profit margins will be hurt by inflation shocks. The stock has been underperforming big tech peers and we expect that to continue.\"Therefore, we believe investors will keenly watch Amazon's Q1 card for its ability to manage through these headwinds. However, we are cautiously optimistic as we think the consensus estimates seem to have reflected the recent pessimism. Also, we believe that Amazon's quarterly performance will be a barometer for the rest of its e-commerce and retail peers.AMZN Stock Valuation Seems Well-BalancedAMZN stock valuation metrics (TIKR)AMZN stock trades at a premium against the market and its peers. There's no doubt about that. For instance, AMZN stock's NTM normalized P/E of 62.8x is way ahead of the market's median P/E of 16.9x. Moreover, it's also ahead of the online retail median P/E of 16.4x.However, Trefis SOTP estimates suggest a significant portion of AMZN stock valuation is attributed to AWS (44%). Given AWS' hyper scaler leadership, the market has been willing to accord the premium to AMZN stock over time. Furthermore, AMZN stock has also normalized (53.1x) below its NTM EBIT multiples 3Y mean (60.6x).Therefore, we think AMZN stock valuation seems quite well balanced heading into Q1 earnings on April 28. Therefore, if management could guide more favorably through FY22, the stock could be due for a re-rating.As such, we reiterate our Buy rating on AMZN stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093506928,"gmtCreate":1643653871827,"gmtModify":1676533840492,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Highly unlikely","listText":"Highly unlikely","text":"Highly unlikely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093506928","repostId":"2207389481","repostType":4,"repost":{"id":"2207389481","pubTimestamp":1643636160,"share":"https://www.laohu8.com/m/news/2207389481?lang=&edition=full","pubTime":"2022-01-31 21:36","market":"us","language":"en","title":"3 Stocks That Can Plunge 42% to 92% in 2022, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2207389481","media":"Motley Fool","summary":"A handful of analysts and investment banks see these popular stocks plummeting this year.","content":"<html><head></head><body><p>For more than a century, the stock market has been a wealth-building machine. The average annual return of the major U.S. indexes has handily surpassed the average returns of other asset classes, such as bonds and commodities, over the long run.</p><p>But just because the aggregate value of equities rises over time, it doesn&#39;t mean all stocks are going to be winners. Even though Wall Street analysts and investment banks are best-known for cheering on innovation, there are instances where they expect well-known stocks to head lower.</p><p>Based on the lowest published price target from Wall Street, the following three stocks are expected to plunge between 42% and 92% in 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08bd510be5ae746f0867c5de1184417a\" tg-width=\"700\" tg-height=\"464\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Tesla Motors: Implied decline of 92%</h2><p>It likely comes as no surprise that electric vehicle (EV) kingpin <b>Tesla Motors</b> (NASDAQ:TSLA) is a highly polarizing stock among Wall Street analysts. While some believe the company could nearly double in value from the $829 a share it closed at on Jan. 27, Gordon Johnson at GLJ Research foresees Tesla falling more than 90%, based on his price target of $67 for the company.</p><p>To be fair, Tesla has done a lot of things right. CEO Elon Musk built the company from the ground-up to mass production. Tesla is the first automaker in more than five decades to successfully enter the auto market and reach mass production.</p><p>Tesla has also had no issues with consumer demand, as evidenced by its production ramp and deliveries. When 2021 began, Tesla was expected to be in the neighborhood of 750,000 EV deliveries for the year. But when the curtain closed, the world&#39;s most valuable automaker had delivered more than 936,000 EVs.  With the gigafactory in Austin, Texas, set to open soon, Tesla will have plenty of opportunity to increase production to meet growing consumer EV demand.</p><p>But there are plenty of reasons to be skeptical of Tesla and its $833 billion valuation. For example, even though Elon Musk&#39;s innovation has been a driving force behind his company&#39;s success, he&#39;s also been something of a liability. Musk&#39;s social media presence has previously got him in trouble with regulators, and his forecasted timeline for new product rollouts is almost always far too ambitious. Most new vehicles roll off the assembly line later than expected. Additionally, the company&#39;s full self-driving (FSD) software remains something of a work in progress, despite Musk touting FSD&#39;s potential for more than five years.</p><p>Another clear issue is Tesla&#39;s valuation. Auto stocks are traditionally valued at single-digit price-to-earnings (P/E) ratios to reflect their generally high debt levels and the cyclical nature of the auto industry. Tesla has consistently sported a forward-year P/E ratio in the triple digits.</p><p>With other major automakers spending tens of billions of dollars on EV and battery research, it&#39;s likely that Tesla&#39;s competitive edge will shrink over time, as well. While a $67 price target is probably too bearish given Tesla&#39;s current competitive advantages, I do believe downside is warranted.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a38605bee8e62f3e8aa414fa24278e7e\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Moderna: Implied decline of 42%</h2><p>A second extremely popular stock <a href=\"https://laohu8.com/S/AONE.U\">one</a> Wall Street investment bank believes will plunge in 2022 is biotech stock <b>Moderna</b> (NASDAQ:MRNA). According to analyst Mani Foroohar of SVB Leerink, Moderna is on track to hit $86 this year, which implies downside of 42% in the company&#39;s shares.</p><p>Most people are probably familiar with Moderna given the role it&#39;s played in combatting the coronavirus disease 2019 (COVID-19). The company&#39;s vaccine, mRNA-1273, produced a 94.1% vaccine efficacy (VE) in U.S. clinical trials, which were reported in November 2020. To date, it&#39;s one of only three vaccines to have generated a VE of 90% or higher. Although VE isn&#39;t the only measure of success for COVID-19 vaccines, it&#39;s the headline figure a lot of people are using when deciding which vaccines or booster shot to receive.</p><p>To add, the mutability of the SARS-CoV-2 virus that causes COVID-19 is a potential positive for Moderna. While we&#39;d prefer to see COVID-19 go away completely or mutate into less-severe forms, new variants of the disease provide Moderna with recurring revenue opportunities, either with booster shots or variant-specific vaccines.</p><p>However, competition among COVID-19 treatments is only growing. Aside from COVID-19-specific vaccines still in development, competitors are working on influenza/COVID-19 combination vaccines that could prove more appealing. Also, oral treatments are in the works for a handful of companies. This all brings into question how long Moderna can hang onto its share of COVID-19 treatment revenue.</p><p>What&#39;s more, Moderna&#39;s only source of recurring revenue is mRNA-1273. Even with shares of the company retracing 70% from an all-time high, investors are still paying $60 billion for a company that has only one therapy generating sales. In my view, it makes Moderna a risky bet, even after its significant pullback.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b35f28e4268db10d254dbc217fa38cef\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Transocean: Implied decline of 69%</h2><p>A third popular stock with the potential to plunge in 2022 is offshore oil-drilling company <b>Transocean</b> (NYSE:RIG). Despite its shares falling 98% since peaking in 2007, one Wall Street investment bank foresees Transocean hitting $1 per share this year, implying further downside of 69% from where it closed on Jan. 27.</p><p>If there is good news for the company, it&#39;s that oil prices are soaring. West Texas Intermediate crude and Brent crude recently surpassed $87/barrel and $90/barrel, respectively. Although deepwater drilling, which is what Transocean specializes in, can be quite costly, the highest price for crude since 2014 offer more than enough incentive for exploration and production (E&amp;P) companies to contract with Transocean at these prices.</p><p>The company&#39;s backlog also appears to suggest that E&amp;P companies are comfortable with crude oil prices for the foreseeable future. Transocean ended 2021 with a $7.1 billion contract backlog, which equates to almost three years&#39; worth of revenue.</p><p>However, the big concern for Transocean is the company&#39;s balance sheet. At the end of September, it had $900 million in cash and cash equivalents and $7.3 billion in total debt. With the Federal Reserve set to begin raising lending rates, highly indebted companies like Transocean are getting put under the microscope by Wall Street.</p><p>Furthermore, Transocean&#39;s deepwater rig utilization rates aren&#39;t that impressive. Even with higher crude prices and contract dayrates improving, total fleet utilization was just 53% in the third quarter, which was down from 65% in Q3 2020.  There&#39;s clearly concern from E&amp;P companies about making new multiyear commitments with the pandemic still ongoing.</p><p>While I don&#39;t expect the most bearish outlook of a $1 price target to come to fruition, it&#39;s hard to see Transocean&#39;s shares gaining much traction without a significant debt reduction and/or vast improvement in rig utilization.</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>3 Stocks That Can Plunge 42% to 92% in 2022, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Can Plunge 42% to 92% in 2022, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-31 21:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/31/3-stocks-can-plunge-42-to-92-in-2022-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For more than a century, the stock market has been a wealth-building machine. The average annual return of the major U.S. indexes has handily surpassed the average returns of other asset classes, such...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/31/3-stocks-can-plunge-42-to-92-in-2022-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4535":"淡马锡持仓","BK4092":"石油与天然气钻井","BK4551":"寇图资本持仓","MRNA":"Moderna, Inc.","FSD":"First Trust High Income Long/Sho","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4139":"生物科技","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BNTX":"BioNTech SE","BK4550":"红杉资本持仓","BK4568":"美国抗疫概念","RIG":"Transocean Ltd.","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/01/31/3-stocks-can-plunge-42-to-92-in-2022-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207389481","content_text":"For more than a century, the stock market has been a wealth-building machine. The average annual return of the major U.S. indexes has handily surpassed the average returns of other asset classes, such as bonds and commodities, over the long run.But just because the aggregate value of equities rises over time, it doesn't mean all stocks are going to be winners. Even though Wall Street analysts and investment banks are best-known for cheering on innovation, there are instances where they expect well-known stocks to head lower.Based on the lowest published price target from Wall Street, the following three stocks are expected to plunge between 42% and 92% in 2022.Image source: Getty Images.Tesla Motors: Implied decline of 92%It likely comes as no surprise that electric vehicle (EV) kingpin Tesla Motors (NASDAQ:TSLA) is a highly polarizing stock among Wall Street analysts. While some believe the company could nearly double in value from the $829 a share it closed at on Jan. 27, Gordon Johnson at GLJ Research foresees Tesla falling more than 90%, based on his price target of $67 for the company.To be fair, Tesla has done a lot of things right. CEO Elon Musk built the company from the ground-up to mass production. Tesla is the first automaker in more than five decades to successfully enter the auto market and reach mass production.Tesla has also had no issues with consumer demand, as evidenced by its production ramp and deliveries. When 2021 began, Tesla was expected to be in the neighborhood of 750,000 EV deliveries for the year. But when the curtain closed, the world's most valuable automaker had delivered more than 936,000 EVs.  With the gigafactory in Austin, Texas, set to open soon, Tesla will have plenty of opportunity to increase production to meet growing consumer EV demand.But there are plenty of reasons to be skeptical of Tesla and its $833 billion valuation. For example, even though Elon Musk's innovation has been a driving force behind his company's success, he's also been something of a liability. Musk's social media presence has previously got him in trouble with regulators, and his forecasted timeline for new product rollouts is almost always far too ambitious. Most new vehicles roll off the assembly line later than expected. Additionally, the company's full self-driving (FSD) software remains something of a work in progress, despite Musk touting FSD's potential for more than five years.Another clear issue is Tesla's valuation. Auto stocks are traditionally valued at single-digit price-to-earnings (P/E) ratios to reflect their generally high debt levels and the cyclical nature of the auto industry. Tesla has consistently sported a forward-year P/E ratio in the triple digits.With other major automakers spending tens of billions of dollars on EV and battery research, it's likely that Tesla's competitive edge will shrink over time, as well. While a $67 price target is probably too bearish given Tesla's current competitive advantages, I do believe downside is warranted.Image source: Getty Images.Moderna: Implied decline of 42%A second extremely popular stock one Wall Street investment bank believes will plunge in 2022 is biotech stock Moderna (NASDAQ:MRNA). According to analyst Mani Foroohar of SVB Leerink, Moderna is on track to hit $86 this year, which implies downside of 42% in the company's shares.Most people are probably familiar with Moderna given the role it's played in combatting the coronavirus disease 2019 (COVID-19). The company's vaccine, mRNA-1273, produced a 94.1% vaccine efficacy (VE) in U.S. clinical trials, which were reported in November 2020. To date, it's one of only three vaccines to have generated a VE of 90% or higher. Although VE isn't the only measure of success for COVID-19 vaccines, it's the headline figure a lot of people are using when deciding which vaccines or booster shot to receive.To add, the mutability of the SARS-CoV-2 virus that causes COVID-19 is a potential positive for Moderna. While we'd prefer to see COVID-19 go away completely or mutate into less-severe forms, new variants of the disease provide Moderna with recurring revenue opportunities, either with booster shots or variant-specific vaccines.However, competition among COVID-19 treatments is only growing. Aside from COVID-19-specific vaccines still in development, competitors are working on influenza/COVID-19 combination vaccines that could prove more appealing. Also, oral treatments are in the works for a handful of companies. This all brings into question how long Moderna can hang onto its share of COVID-19 treatment revenue.What's more, Moderna's only source of recurring revenue is mRNA-1273. Even with shares of the company retracing 70% from an all-time high, investors are still paying $60 billion for a company that has only one therapy generating sales. In my view, it makes Moderna a risky bet, even after its significant pullback.Image source: Getty Images.Transocean: Implied decline of 69%A third popular stock with the potential to plunge in 2022 is offshore oil-drilling company Transocean (NYSE:RIG). Despite its shares falling 98% since peaking in 2007, one Wall Street investment bank foresees Transocean hitting $1 per share this year, implying further downside of 69% from where it closed on Jan. 27.If there is good news for the company, it's that oil prices are soaring. West Texas Intermediate crude and Brent crude recently surpassed $87/barrel and $90/barrel, respectively. Although deepwater drilling, which is what Transocean specializes in, can be quite costly, the highest price for crude since 2014 offer more than enough incentive for exploration and production (E&P) companies to contract with Transocean at these prices.The company's backlog also appears to suggest that E&P companies are comfortable with crude oil prices for the foreseeable future. Transocean ended 2021 with a $7.1 billion contract backlog, which equates to almost three years' worth of revenue.However, the big concern for Transocean is the company's balance sheet. At the end of September, it had $900 million in cash and cash equivalents and $7.3 billion in total debt. With the Federal Reserve set to begin raising lending rates, highly indebted companies like Transocean are getting put under the microscope by Wall Street.Furthermore, Transocean's deepwater rig utilization rates aren't that impressive. Even with higher crude prices and contract dayrates improving, total fleet utilization was just 53% in the third quarter, which was down from 65% in Q3 2020.  There's clearly concern from E&P companies about making new multiyear commitments with the pandemic still ongoing.While I don't expect the most bearish outlook of a $1 price target to come to fruition, it's hard to see Transocean's shares gaining much traction without a significant debt reduction and/or vast improvement in rig utilization.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099304338,"gmtCreate":1643294832025,"gmtModify":1676533799106,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Why is EV kept dropping like grapes this few days?","listText":"Why is EV kept dropping like grapes this few days?","text":"Why is EV kept dropping like grapes this few days?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099304338","repostId":"1107620014","repostType":2,"repost":{"id":"1107620014","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":1643294518,"share":"https://www.laohu8.com/m/news/1107620014?lang=&edition=full","pubTime":"2022-01-27 22:41","market":"us","language":"en","title":"EV Stocks Dropped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1107620014","media":"Tiger Newspress","summary":"EV stocks dropped in morning trading, with NIO falling over 4% and XPeng falling over 6%.","content":"<html><head></head><body><p>EV stocks dropped in morning trading, with NIO falling over 4% and XPeng falling over 6%.<img src=\"https://static.tigerbbs.com/43011b3247e1c69f1036433ffcfa625c\" tg-width=\"385\" tg-height=\"472\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Dropped in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Dropped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-27 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks dropped in morning trading, with NIO falling over 4% and XPeng falling over 6%.<img src=\"https://static.tigerbbs.com/43011b3247e1c69f1036433ffcfa625c\" tg-width=\"385\" tg-height=\"472\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107620014","content_text":"EV stocks dropped in morning trading, with NIO falling over 4% and XPeng falling over 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063408430,"gmtCreate":1651502537079,"gmtModify":1676534917149,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063408430","repostId":"2232746626","repostType":2,"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032543580,"gmtCreate":1647408718177,"gmtModify":1676534226339,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pls drop&nbsp;","listText":"Pls drop&nbsp;","text":"Pls drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032543580","repostId":"1172315357","repostType":2,"repost":{"id":"1172315357","pubTimestamp":1647402195,"share":"https://www.laohu8.com/m/news/1172315357?lang=&edition=full","pubTime":"2022-03-16 11:43","market":"us","language":"en","title":"Oil Prices Tumble Below $100 and Keep Falling. Here’s Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=1172315357","media":"Barron's","summary":"U.S. oil prices fell more than 6% early Tuesday, to below $97 a barrel. Spencer Platt/Getty ImagesOi","content":"<html><head></head><body><p>U.S. oil prices fell more than 6% early Tuesday, to below $97 a barrel. Spencer Platt/Getty Images</p><p>Oil prices extended their slump on Tuesday as West Texas Intermediate crude futures fell below $96 a barrel to its lowest level this month.</p><p>Prices have now nearly retreated to prewar levels, as bullish traders have cashed in on bets they made before the run-up and new money is reluctant to buy in.</p><p>Oil stocks were falling hard, with Chevron (ticker: CVX) down 5.6% and Exxon Mobil (XOM) down 6%, on pace for their steepest declines since June 2020. The Energy Select Sector SPDR exchange-traded fund (XLE) was down 4.5%.</p><p>U.S. oil settled at $109 a barrel Friday, but it has already fallen more than 10% this week. It reached nearly $125 last week. Brent crude futures, the international benchmark, also dropped more than 6% Tuesday, to $99.60 a barrel, having topped $130 at one point last week.</p><p>The selloff comes amid hopes over cease-fire talks between Russia and Ukraine and as China imposed lockdown restrictions on major manufacturing regions and millions of people, potentially weakening demand for oil.</p><p>“The prospect of a diplomatic solution toward Russia’s military aggression against Ukraine would help ease the world’s energy supply shock that has sent commodities soaring,” Interactive Investor’s head of investment Victoria Scholar says.</p><p>“Meanwhile on the demand side for oil, fears about an aggressive policy response from Beijing to China’s Covid outbreak has raised the prospect of a much weaker demand for oil from the world’s second-largest economy,” she adds.</p><p>Technical factors are also clearly at play. Traders had come into March holding aggressive long bets on oil that would pay off at futures prices above $100. There is evidence that many of them sold out of positions when oil spiked. Open interest in oil futures is now at the lowest level in six years, according to Bloomberg.</p><p>An oil market momentum indicator known as the Relative Strength Index, which measures price changes, has fallen to the mid-40s from highs above 80. Generally, a reading above 70 indicates that an asset is overbought.</p><p>“When you get up to 80, it’s implying that the last bull is in the market,” Robert Yawger, director of energy futures at Mizuho Securities, tells Barron’s. “It was way extended to the upside.”</p><p>Trading in other products was even more extended, with heating oil’s Relative Strength Index above 90 last week, Yawger says. “I’ve been doing this for 30 years plus, and I can count on one hand the amount of times I’ve seen something above 90.”</p><p>Yawger says it is clear that smaller investors who had been buying oil above $100 saw the reversal and moved to “bail fast.”</p><p>“There are some fundamental reasons here, there’s geopolitical reasons here, but positioning is also having a big say in where this market is going,” he says.</p><p>BDSwiss head of investment research, Marshall Gittler, notes that oil prices weren’t that far off their levels a month ago, before Russia’s invasion began.</p><p>“OPEC and others have been pointing out that at the moment there is no shortage of oil, just the fear of a shortage of oil in the future,” he says. “The price of oil further out in the future isn’t that different than it was a month ago.”</p><p>Absent a change in the Ukraine conflict, the next important indicator will be Wednesday’s Energy Information Administration’s weekly oil update, which will have information on U.S. oil supply and demand.</p></body></html>","source":"lsy1610680873436","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>Oil Prices Tumble Below $100 and Keep Falling. Here’s Why.</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\">\nOil Prices Tumble Below $100 and Keep Falling. Here’s Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-16 11:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/oil-prices-tumble-below-97-a-barrel-heres-why-51647341663?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. oil prices fell more than 6% early Tuesday, to below $97 a barrel. Spencer Platt/Getty ImagesOil prices extended their slump on Tuesday as West Texas Intermediate crude futures fell below $96 a ...</p>\n\n<a href=\"https://www.barrons.com/articles/oil-prices-tumble-below-97-a-barrel-heres-why-51647341663?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/oil-prices-tumble-below-97-a-barrel-heres-why-51647341663?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172315357","content_text":"U.S. oil prices fell more than 6% early Tuesday, to below $97 a barrel. Spencer Platt/Getty ImagesOil prices extended their slump on Tuesday as West Texas Intermediate crude futures fell below $96 a barrel to its lowest level this month.Prices have now nearly retreated to prewar levels, as bullish traders have cashed in on bets they made before the run-up and new money is reluctant to buy in.Oil stocks were falling hard, with Chevron (ticker: CVX) down 5.6% and Exxon Mobil (XOM) down 6%, on pace for their steepest declines since June 2020. The Energy Select Sector SPDR exchange-traded fund (XLE) was down 4.5%.U.S. oil settled at $109 a barrel Friday, but it has already fallen more than 10% this week. It reached nearly $125 last week. Brent crude futures, the international benchmark, also dropped more than 6% Tuesday, to $99.60 a barrel, having topped $130 at one point last week.The selloff comes amid hopes over cease-fire talks between Russia and Ukraine and as China imposed lockdown restrictions on major manufacturing regions and millions of people, potentially weakening demand for oil.“The prospect of a diplomatic solution toward Russia’s military aggression against Ukraine would help ease the world’s energy supply shock that has sent commodities soaring,” Interactive Investor’s head of investment Victoria Scholar says.“Meanwhile on the demand side for oil, fears about an aggressive policy response from Beijing to China’s Covid outbreak has raised the prospect of a much weaker demand for oil from the world’s second-largest economy,” she adds.Technical factors are also clearly at play. Traders had come into March holding aggressive long bets on oil that would pay off at futures prices above $100. There is evidence that many of them sold out of positions when oil spiked. Open interest in oil futures is now at the lowest level in six years, according to Bloomberg.An oil market momentum indicator known as the Relative Strength Index, which measures price changes, has fallen to the mid-40s from highs above 80. Generally, a reading above 70 indicates that an asset is overbought.“When you get up to 80, it’s implying that the last bull is in the market,” Robert Yawger, director of energy futures at Mizuho Securities, tells Barron’s. “It was way extended to the upside.”Trading in other products was even more extended, with heating oil’s Relative Strength Index above 90 last week, Yawger says. “I’ve been doing this for 30 years plus, and I can count on one hand the amount of times I’ve seen something above 90.”Yawger says it is clear that smaller investors who had been buying oil above $100 saw the reversal and moved to “bail fast.”“There are some fundamental reasons here, there’s geopolitical reasons here, but positioning is also having a big say in where this market is going,” he says.BDSwiss head of investment research, Marshall Gittler, notes that oil prices weren’t that far off their levels a month ago, before Russia’s invasion began.“OPEC and others have been pointing out that at the moment there is no shortage of oil, just the fear of a shortage of oil in the future,” he says. “The price of oil further out in the future isn’t that different than it was a month ago.”Absent a change in the Ukraine conflict, the next important indicator will be Wednesday’s Energy Information Administration’s weekly oil update, which will have information on U.S. oil supply and demand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004431705,"gmtCreate":1642654270774,"gmtModify":1676533732631,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Infant stage for all EVs.&nbsp;there is a huge room to grow for all of&nbsp;them&nbsp;","listText":"Infant stage for all EVs.&nbsp;there is a huge room to grow for all of&nbsp;them&nbsp;","text":"Infant stage for all EVs. there is a huge room to grow for all of them","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004431705","repostId":"2204056629","repostType":4,"repost":{"id":"2204056629","pubTimestamp":1642637895,"share":"https://www.laohu8.com/m/news/2204056629?lang=&edition=full","pubTime":"2022-01-20 08:18","market":"us","language":"en","title":"Why Tesla Is the One Stock I'd Avoid in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2204056629","media":"Motley Fool","summary":"The stock has been a big winner over the past five years, but expectations are too high for this company going forward.","content":"<html><head></head><body><p><b>Tesla</b>&#39;s (NASDAQ:TSLA) stock performance over the last decade has been nothing short of exceptional. Shares are up almost 23,000% in the last 10 years alone, making it <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the top-performing stocks in the market during that timespan. The company has scaled out its electric vehicle business, sports a market cap north of $1 trillion, and CEO Elon Musk is now the richest man in the world. Everything has come up in favor of Tesla recently. But for owners of the stock, the future does not look nearly as bright.</p><p>Here&#39;s why Tesla is the one stock I&#39;d avoid in 2022.</p><p><img src=\"https://static.tigerbbs.com/0b7755ea2b8be302b03c4454fb738f44\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Growth has been solid</h2><p>Let&#39;s start with what Tesla has done with its business over the last five years. It recently posted record car deliveries of 936,000 in 2021, up from a measly 30,000 in 2017. Revenue has followed suit. Trailing 12-month sales are up 448% in the last five years, as Tesla has scaled its manufacturing business around the globe. What&#39;s more, it has recently started to generate steady profits, putting up $4.45 billion in operating income over the last 12 months.</p><p>The company should do over $50 billion in sales in 2021, and analysts expect revenue to get close to $100 billion in 2023. So why is Tesla stock one to avoid in 2022? <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> reasons: the difficulty of manufacturing and the expectations embedded in the stock.</p><h2>Manufacturing is a difficult business</h2><p>Bending steel is difficult. Building and selling cars is difficult, and it costs a lot of money. Tesla (a car manufacturer) is not immune to these costs, and they will make it difficult for the company to return cash to shareholders over the long term -- which is how you accrue value as an owner of the stock. For example, over the last 12 months, Tesla has spent $7.3 billion on capital expenditures, which is only slightly lower than the $9.9 billion it generated in cash flow from operations.</p><p>These numbers come out to a free cash flow of only $2.6 billion over the past 12 months. At a market cap of $1.05 trillion, that is a price-to-free-cash-flow (P/FCF) over 400. Even worse, Tesla has only generated this &#34;free cash flow&#34; because it has grown its accounts payable and accrued liabilities by $2.7 billion this year. This is money Tesla will have to pay to suppliers and employees eventually, making the $2.6 billion in cash it generated unavailable to return to shareholders.</p><p>You might ask: Won&#39;t capex decrease once Tesla is done expanding its business? This is not likely. <b>Toyota</b> (NYSE:TM), the largest car manufacturer in the world, spent almost $35 billion on capital expenditures over the last 12 months, and it is growing capacity at a much slower rate than Tesla. If Tesla starts delivering more than 10 million vehicles a year (as Toyota did in 2019), it will have a perpetual need for capital investment, which will limit the amount of true free cash flow available to pay out to shareholders.</p><h2>Expectations are much too high</h2><p>Given the difficult nature of an automotive manufacturing business, most of the sector&#39;s stocks trade at dirt-cheap earnings multiples. This will likely be true of Tesla at some point. Let&#39;s look at Toyota again as an example. The company, which did $281 billion in revenue over the past 12 months, generated $28.2 billion in net income. It has a market cap of $289 billion, or right around a price-to-earnings ratio of 10. It is so low because investors in the company understand that it will be difficult for excess cash to be paid out to them relative to its earning power.</p><p>On the other hand, Tesla sports a market cap of $1.056 trillion and has a trailing net income of $3.47 billion. Could Tesla get to $28.2 billion in annual net income someday? Maybe. But as investors, you should understand that with a market cap more than three times the size of Toyota&#39;s, this is <i>already priced into the stock</i>.</p><p>If you own Tesla right now, you should have a thesis on why it will be worth more than $1 trillion in the future, and likely $2 trillion a decade from now if you desire a decent compounded annual return. You might argue that Tesla is setting itself up to do that with autonomous driving, battery technology, and solar panels. However, these are all either small and capital-intensive businesses (solar and batteries) or speculative business plans with no line of sight to becoming commercially viable (autonomous driving). Will these segments help Tesla achieve positive returns over the next decade when it already has a market cap pricing in the dominance of the majority of the automotive sector?</p><p>Tesla&#39;s market cap is much too high relative to the opportunity set in front of it and its current financial profile. For that reason, it is the one stock I&#39;d avoid buying in 2022.</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>Why Tesla Is the One Stock I'd Avoid 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\">\nWhy Tesla Is the One Stock I'd Avoid in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 08:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/19/why-tesla-is-the-one-stock-id-avoid-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's (NASDAQ:TSLA) stock performance over the last decade has been nothing short of exceptional. Shares are up almost 23,000% in the last 10 years alone, making it one of the top-performing stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/19/why-tesla-is-the-one-stock-id-avoid-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","TSLA":"特斯拉","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/01/19/why-tesla-is-the-one-stock-id-avoid-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204056629","content_text":"Tesla's (NASDAQ:TSLA) stock performance over the last decade has been nothing short of exceptional. Shares are up almost 23,000% in the last 10 years alone, making it one of the top-performing stocks in the market during that timespan. The company has scaled out its electric vehicle business, sports a market cap north of $1 trillion, and CEO Elon Musk is now the richest man in the world. Everything has come up in favor of Tesla recently. But for owners of the stock, the future does not look nearly as bright.Here's why Tesla is the one stock I'd avoid in 2022.Image source: Getty Images.Growth has been solidLet's start with what Tesla has done with its business over the last five years. It recently posted record car deliveries of 936,000 in 2021, up from a measly 30,000 in 2017. Revenue has followed suit. Trailing 12-month sales are up 448% in the last five years, as Tesla has scaled its manufacturing business around the globe. What's more, it has recently started to generate steady profits, putting up $4.45 billion in operating income over the last 12 months.The company should do over $50 billion in sales in 2021, and analysts expect revenue to get close to $100 billion in 2023. So why is Tesla stock one to avoid in 2022? Two reasons: the difficulty of manufacturing and the expectations embedded in the stock.Manufacturing is a difficult businessBending steel is difficult. Building and selling cars is difficult, and it costs a lot of money. Tesla (a car manufacturer) is not immune to these costs, and they will make it difficult for the company to return cash to shareholders over the long term -- which is how you accrue value as an owner of the stock. For example, over the last 12 months, Tesla has spent $7.3 billion on capital expenditures, which is only slightly lower than the $9.9 billion it generated in cash flow from operations.These numbers come out to a free cash flow of only $2.6 billion over the past 12 months. At a market cap of $1.05 trillion, that is a price-to-free-cash-flow (P/FCF) over 400. Even worse, Tesla has only generated this \"free cash flow\" because it has grown its accounts payable and accrued liabilities by $2.7 billion this year. This is money Tesla will have to pay to suppliers and employees eventually, making the $2.6 billion in cash it generated unavailable to return to shareholders.You might ask: Won't capex decrease once Tesla is done expanding its business? This is not likely. Toyota (NYSE:TM), the largest car manufacturer in the world, spent almost $35 billion on capital expenditures over the last 12 months, and it is growing capacity at a much slower rate than Tesla. If Tesla starts delivering more than 10 million vehicles a year (as Toyota did in 2019), it will have a perpetual need for capital investment, which will limit the amount of true free cash flow available to pay out to shareholders.Expectations are much too highGiven the difficult nature of an automotive manufacturing business, most of the sector's stocks trade at dirt-cheap earnings multiples. This will likely be true of Tesla at some point. Let's look at Toyota again as an example. The company, which did $281 billion in revenue over the past 12 months, generated $28.2 billion in net income. It has a market cap of $289 billion, or right around a price-to-earnings ratio of 10. It is so low because investors in the company understand that it will be difficult for excess cash to be paid out to them relative to its earning power.On the other hand, Tesla sports a market cap of $1.056 trillion and has a trailing net income of $3.47 billion. Could Tesla get to $28.2 billion in annual net income someday? Maybe. But as investors, you should understand that with a market cap more than three times the size of Toyota's, this is already priced into the stock.If you own Tesla right now, you should have a thesis on why it will be worth more than $1 trillion in the future, and likely $2 trillion a decade from now if you desire a decent compounded annual return. You might argue that Tesla is setting itself up to do that with autonomous driving, battery technology, and solar panels. However, these are all either small and capital-intensive businesses (solar and batteries) or speculative business plans with no line of sight to becoming commercially viable (autonomous driving). Will these segments help Tesla achieve positive returns over the next decade when it already has a market cap pricing in the dominance of the majority of the automotive sector?Tesla's market cap is much too high relative to the opportunity set in front of it and its current financial profile. For that reason, it is the one stock I'd avoid buying in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902997993,"gmtCreate":1659623554414,"gmtModify":1705994045286,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"The hell they are doing... bunch of morons","listText":"The hell they are doing... bunch of morons","text":"The hell they are doing... bunch of morons","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902997993","repostId":"2256993259","repostType":4,"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095727053,"gmtCreate":1645001898764,"gmtModify":1676533985158,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"To the moon!!!","listText":"To the moon!!!","text":"To the moon!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095727053","repostId":"1134517507","repostType":2,"repost":{"id":"1134517507","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":1644395835,"share":"https://www.laohu8.com/m/news/1134517507?lang=&edition=full","pubTime":"2022-02-09 16:37","market":"us","language":"en","title":"Nvidia Earnings Preview: What to Watch on Feb. 16","url":"https://stock-news.laohu8.com/highlight/detail?id=1134517507","media":"Tiger Newspress","summary":"Nvidia is slated to report its fourth-quarter and full-year results for fiscal 2022 (essentially the","content":"<html><head></head><body><p>Nvidia is slated to report its fourth-quarter and full-year results for fiscal 2022 (essentially the November 2021 through January 2022 period) after the market close on Wednesday, Feb. 16. An analyst conference call is scheduled for the same day at 5:30 p.m. ET.</p><p>Investors in the graphics chip specialist will probably be approaching the report with optimism. The company has beaten Wall Street&#39;s consensus earnings estimate in at least the past six consecutive quarters. In addition, investors will be eager to hear what management has to say on the earnings call about the Omniverse, which is Nvidia&#39;s platform for enabling companies to build out their metaverses.</p><p>Here&#39;s what to watch in the company&#39;s upcoming report.</p><p><b>Nvidia&#39;s key quarterly numbers</b></p><p>Here are benchmarks to use to gauge the tech company&#39;s results.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a5fd26a2a9839488800bf6361867829\" tg-width=\"554\" tg-height=\"168\" width=\"100%\" height=\"auto\"/><span>DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q4 2022 ESSENTIALLY CORRESPONDS WITH THE NOVEMBER 2021 THROUGH JANUARY 2022 PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY 2021, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</span></p><p>For context, in fiscal Q3, Nvidia&#39;s revenue jumped 50% year over year (and 9% sequentially) to a record $7.10 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 83% year over year to $0.97, and adjusted EPS surged 60% to $1.17.</p><p>Wall Street had been looking for fiscal Q3 revenue and adjusted EPS of $6.82 billion and $1.11, respectively, so Nvidia surpassed both expectations.</p><p><b>Platform performance</b></p><p>Here&#39;s how the platforms performed last quarter:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b3f54118cd8c4c9c9d57b4e5c6ff8b3\" tg-width=\"554\" tg-height=\"284\" width=\"100%\" height=\"auto\"/><span>DATA SOURCE: NVIDIA. OEM = ORIGINAL EQUIPMENT MANUFACTURER; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</span></p><p>As always, investors should focus on the two largest platforms. Nvidia&#39;s overall results are driven by results in its gaming and data center businesses. In the first, second, and third quarters of fiscal 2022, these two platforms together accounted for 85%, 83%, and 87%, respectively, of the company&#39;s total revenue.</p><p><b>Don&#39;t sweat the results of the OEM and other category</b></p><p>In recent quarters, a contributor to Nvidia&#39;s OEM category has been sales of its cryptocurrency mining processor (CMP), which launched in early calendar year 2021. Reiterating what I wrote in last quarter&#39;s earnings preview, investors shouldn&#39;t pay much attention to results in OEM and other because this category&#39;s sales can be expected to fluctuate considerably due to the extreme volatility in the cryptocurrency market.</p><p>Putting some numbers next to the prior statement, last quarter, sales of the CMP added $105 million to Nvidia&#39;s coffers, down from $266 million in the prior quarter. And on last quarter&#39;s earnings call, CFO Colette Kress said, &#34;We also expect our CMP product to decline quarter-on-quarter to very negligible levels in Q4.&#34;</p><p><b>But pay attention to the discussion about the metaverse</b></p><p>Nvidia&#39;s quarterly earnings calls (and its earnings releases, for that matter) put those of most other companies to shame, so I highly recommend that investors listen to these calls. It&#39;s a sure thing that the top management team will discuss the Omniverse, Nvidia&#39;s platform for enabling companies to build their metaverses.</p><p><b>Guidance</b></p><p>Management&#39;s guidance, relative to Wall Street&#39;s expectations, will likely be the biggest factor in the market&#39;s reaction to Nvidia&#39;s upcoming report.</p><p>So investors should know that for the first quarter of fiscal 2023 (essentially the February to April 2022 period), analysts are currently modeling for adjusted EPS of $1.17 on revenue of $7.28 billion, representing year-over-year growth of 29% and 29%, respectively.</p><p><b>Wall Street’s reaction to death of Nvidia-Arm deal</b></p><p>The news that Nvidia Corp. will drop its pursuit of chip designer Arm Ltd. came as no surprise to Wall Street.</p><p>The deal was widely regarded as dead back in January, and all that remained was for Nvidia to publicly admit it.</p><p>“We have consistently noted the deal was unlikely to be completed — a view that we believe was widely accepted — due to regulatory or competitive factors” since the deal was announced, Raymond James analyst Chris Caso wrote, a reaction that was repeated over many analyst notes.</p><p>Citi Research analyst Atif Malik, who has a buy rating and a $350 price target, also said Wall Street “largely expected that the deal would not pass regulatory muster,” while bringing up Nvidia’s plans to move into CPUs, which it had announced at about the same time as the Arm merger.</p><p>Analysts say investors gave up on deal long ago, expect that Nvidia will still be able to push into data-center CPUs with Arm’s help as a partner instead of a subordinate.</p><p>“Nvidia plans to launch its CPU, Grace, in 2023 and with the 20-year ARM license can pursue this strategy without owning Arm,” Malik said.</p><p>Others echoed that pursuing the deal showed Nvidia’s commitment to play more of a role in the CPU market dominated by Intel Corp. and Advanced Micro Devices Inc. with its “Grace” CPU, and that with a 20-year license from Arm, Nvidia didn’t need to own the chip designer to do that.</p><p>“We think the most important part of the initial announcement that Nvidia was pursuing Arm was that it signaled Nvidia’s intention to participate more fully in the CPU market, thereby increasing Nvidia’s [total addressable market],” said Raymond James’ Caso, who has a strong buy on Nvidia.</p><p>Bernstein analyst Stacy Rasgon, who has an outperform rating and a $360 price target, said he doubted anyone expected the deal to close at this point.</p><p>“As far as Nvidia goes, while owning Arm could have been wonderful, we don’t believe they had to have it either,” Rasgon said. “In our opinion, the impetus for the deal was to help create and drive a broader ecosystem for Arm particularly in the data center.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Earnings Preview: What to Watch on Feb. 16</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Earnings Preview: What to Watch on Feb. 16\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-09 16:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia is slated to report its fourth-quarter and full-year results for fiscal 2022 (essentially the November 2021 through January 2022 period) after the market close on Wednesday, Feb. 16. An analyst conference call is scheduled for the same day at 5:30 p.m. ET.</p><p>Investors in the graphics chip specialist will probably be approaching the report with optimism. The company has beaten Wall Street&#39;s consensus earnings estimate in at least the past six consecutive quarters. In addition, investors will be eager to hear what management has to say on the earnings call about the Omniverse, which is Nvidia&#39;s platform for enabling companies to build out their metaverses.</p><p>Here&#39;s what to watch in the company&#39;s upcoming report.</p><p><b>Nvidia&#39;s key quarterly numbers</b></p><p>Here are benchmarks to use to gauge the tech company&#39;s results.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a5fd26a2a9839488800bf6361867829\" tg-width=\"554\" tg-height=\"168\" width=\"100%\" height=\"auto\"/><span>DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q4 2022 ESSENTIALLY CORRESPONDS WITH THE NOVEMBER 2021 THROUGH JANUARY 2022 PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY 2021, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</span></p><p>For context, in fiscal Q3, Nvidia&#39;s revenue jumped 50% year over year (and 9% sequentially) to a record $7.10 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 83% year over year to $0.97, and adjusted EPS surged 60% to $1.17.</p><p>Wall Street had been looking for fiscal Q3 revenue and adjusted EPS of $6.82 billion and $1.11, respectively, so Nvidia surpassed both expectations.</p><p><b>Platform performance</b></p><p>Here&#39;s how the platforms performed last quarter:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b3f54118cd8c4c9c9d57b4e5c6ff8b3\" tg-width=\"554\" tg-height=\"284\" width=\"100%\" height=\"auto\"/><span>DATA SOURCE: NVIDIA. OEM = ORIGINAL EQUIPMENT MANUFACTURER; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</span></p><p>As always, investors should focus on the two largest platforms. Nvidia&#39;s overall results are driven by results in its gaming and data center businesses. In the first, second, and third quarters of fiscal 2022, these two platforms together accounted for 85%, 83%, and 87%, respectively, of the company&#39;s total revenue.</p><p><b>Don&#39;t sweat the results of the OEM and other category</b></p><p>In recent quarters, a contributor to Nvidia&#39;s OEM category has been sales of its cryptocurrency mining processor (CMP), which launched in early calendar year 2021. Reiterating what I wrote in last quarter&#39;s earnings preview, investors shouldn&#39;t pay much attention to results in OEM and other because this category&#39;s sales can be expected to fluctuate considerably due to the extreme volatility in the cryptocurrency market.</p><p>Putting some numbers next to the prior statement, last quarter, sales of the CMP added $105 million to Nvidia&#39;s coffers, down from $266 million in the prior quarter. And on last quarter&#39;s earnings call, CFO Colette Kress said, &#34;We also expect our CMP product to decline quarter-on-quarter to very negligible levels in Q4.&#34;</p><p><b>But pay attention to the discussion about the metaverse</b></p><p>Nvidia&#39;s quarterly earnings calls (and its earnings releases, for that matter) put those of most other companies to shame, so I highly recommend that investors listen to these calls. It&#39;s a sure thing that the top management team will discuss the Omniverse, Nvidia&#39;s platform for enabling companies to build their metaverses.</p><p><b>Guidance</b></p><p>Management&#39;s guidance, relative to Wall Street&#39;s expectations, will likely be the biggest factor in the market&#39;s reaction to Nvidia&#39;s upcoming report.</p><p>So investors should know that for the first quarter of fiscal 2023 (essentially the February to April 2022 period), analysts are currently modeling for adjusted EPS of $1.17 on revenue of $7.28 billion, representing year-over-year growth of 29% and 29%, respectively.</p><p><b>Wall Street’s reaction to death of Nvidia-Arm deal</b></p><p>The news that Nvidia Corp. will drop its pursuit of chip designer Arm Ltd. came as no surprise to Wall Street.</p><p>The deal was widely regarded as dead back in January, and all that remained was for Nvidia to publicly admit it.</p><p>“We have consistently noted the deal was unlikely to be completed — a view that we believe was widely accepted — due to regulatory or competitive factors” since the deal was announced, Raymond James analyst Chris Caso wrote, a reaction that was repeated over many analyst notes.</p><p>Citi Research analyst Atif Malik, who has a buy rating and a $350 price target, also said Wall Street “largely expected that the deal would not pass regulatory muster,” while bringing up Nvidia’s plans to move into CPUs, which it had announced at about the same time as the Arm merger.</p><p>Analysts say investors gave up on deal long ago, expect that Nvidia will still be able to push into data-center CPUs with Arm’s help as a partner instead of a subordinate.</p><p>“Nvidia plans to launch its CPU, Grace, in 2023 and with the 20-year ARM license can pursue this strategy without owning Arm,” Malik said.</p><p>Others echoed that pursuing the deal showed Nvidia’s commitment to play more of a role in the CPU market dominated by Intel Corp. and Advanced Micro Devices Inc. with its “Grace” CPU, and that with a 20-year license from Arm, Nvidia didn’t need to own the chip designer to do that.</p><p>“We think the most important part of the initial announcement that Nvidia was pursuing Arm was that it signaled Nvidia’s intention to participate more fully in the CPU market, thereby increasing Nvidia’s [total addressable market],” said Raymond James’ Caso, who has a strong buy on Nvidia.</p><p>Bernstein analyst Stacy Rasgon, who has an outperform rating and a $360 price target, said he doubted anyone expected the deal to close at this point.</p><p>“As far as Nvidia goes, while owning Arm could have been wonderful, we don’t believe they had to have it either,” Rasgon said. “In our opinion, the impetus for the deal was to help create and drive a broader ecosystem for Arm particularly in the data center.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134517507","content_text":"Nvidia is slated to report its fourth-quarter and full-year results for fiscal 2022 (essentially the November 2021 through January 2022 period) after the market close on Wednesday, Feb. 16. An analyst conference call is scheduled for the same day at 5:30 p.m. ET.Investors in the graphics chip specialist will probably be approaching the report with optimism. The company has beaten Wall Street's consensus earnings estimate in at least the past six consecutive quarters. In addition, investors will be eager to hear what management has to say on the earnings call about the Omniverse, which is Nvidia's platform for enabling companies to build out their metaverses.Here's what to watch in the company's upcoming report.Nvidia's key quarterly numbersHere are benchmarks to use to gauge the tech company's results.DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q4 2022 ESSENTIALLY CORRESPONDS WITH THE NOVEMBER 2021 THROUGH JANUARY 2022 PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY 2021, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.For context, in fiscal Q3, Nvidia's revenue jumped 50% year over year (and 9% sequentially) to a record $7.10 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 83% year over year to $0.97, and adjusted EPS surged 60% to $1.17.Wall Street had been looking for fiscal Q3 revenue and adjusted EPS of $6.82 billion and $1.11, respectively, so Nvidia surpassed both expectations.Platform performanceHere's how the platforms performed last quarter:DATA SOURCE: NVIDIA. OEM = ORIGINAL EQUIPMENT MANUFACTURER; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.As always, investors should focus on the two largest platforms. Nvidia's overall results are driven by results in its gaming and data center businesses. In the first, second, and third quarters of fiscal 2022, these two platforms together accounted for 85%, 83%, and 87%, respectively, of the company's total revenue.Don't sweat the results of the OEM and other categoryIn recent quarters, a contributor to Nvidia's OEM category has been sales of its cryptocurrency mining processor (CMP), which launched in early calendar year 2021. Reiterating what I wrote in last quarter's earnings preview, investors shouldn't pay much attention to results in OEM and other because this category's sales can be expected to fluctuate considerably due to the extreme volatility in the cryptocurrency market.Putting some numbers next to the prior statement, last quarter, sales of the CMP added $105 million to Nvidia's coffers, down from $266 million in the prior quarter. And on last quarter's earnings call, CFO Colette Kress said, \"We also expect our CMP product to decline quarter-on-quarter to very negligible levels in Q4.\"But pay attention to the discussion about the metaverseNvidia's quarterly earnings calls (and its earnings releases, for that matter) put those of most other companies to shame, so I highly recommend that investors listen to these calls. It's a sure thing that the top management team will discuss the Omniverse, Nvidia's platform for enabling companies to build their metaverses.GuidanceManagement's guidance, relative to Wall Street's expectations, will likely be the biggest factor in the market's reaction to Nvidia's upcoming report.So investors should know that for the first quarter of fiscal 2023 (essentially the February to April 2022 period), analysts are currently modeling for adjusted EPS of $1.17 on revenue of $7.28 billion, representing year-over-year growth of 29% and 29%, respectively.Wall Street’s reaction to death of Nvidia-Arm dealThe news that Nvidia Corp. will drop its pursuit of chip designer Arm Ltd. came as no surprise to Wall Street.The deal was widely regarded as dead back in January, and all that remained was for Nvidia to publicly admit it.“We have consistently noted the deal was unlikely to be completed — a view that we believe was widely accepted — due to regulatory or competitive factors” since the deal was announced, Raymond James analyst Chris Caso wrote, a reaction that was repeated over many analyst notes.Citi Research analyst Atif Malik, who has a buy rating and a $350 price target, also said Wall Street “largely expected that the deal would not pass regulatory muster,” while bringing up Nvidia’s plans to move into CPUs, which it had announced at about the same time as the Arm merger.Analysts say investors gave up on deal long ago, expect that Nvidia will still be able to push into data-center CPUs with Arm’s help as a partner instead of a subordinate.“Nvidia plans to launch its CPU, Grace, in 2023 and with the 20-year ARM license can pursue this strategy without owning Arm,” Malik said.Others echoed that pursuing the deal showed Nvidia’s commitment to play more of a role in the CPU market dominated by Intel Corp. and Advanced Micro Devices Inc. with its “Grace” CPU, and that with a 20-year license from Arm, Nvidia didn’t need to own the chip designer to do that.“We think the most important part of the initial announcement that Nvidia was pursuing Arm was that it signaled Nvidia’s intention to participate more fully in the CPU market, thereby increasing Nvidia’s [total addressable market],” said Raymond James’ Caso, who has a strong buy on Nvidia.Bernstein analyst Stacy Rasgon, who has an outperform rating and a $360 price target, said he doubted anyone expected the deal to close at this point.“As far as Nvidia goes, while owning Arm could have been wonderful, we don’t believe they had to have it either,” Rasgon said. “In our opinion, the impetus for the deal was to help create and drive a broader ecosystem for Arm particularly in the data center.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013619607,"gmtCreate":1648717453347,"gmtModify":1676534385321,"author":{"id":"4100834697173510","authorId":"4100834697173510","name":"Desmorado","avatar":"https://static.tigerbbs.com/a389e3e81985041688912ac223d710e5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Jiak Sai Liao.....","listText":"Jiak Sai Liao.....","text":"Jiak Sai Liao.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013619607","repostId":"1103517365","repostType":4,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}