DingDongBell personal page - To The Moon

DingDongBell

DingDongBell

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2023-02-02

U can only plan so much without the market moving in another direction counter to your plans [Happy]

Sorry, the original content has been removed

2022-12-28

Sounds like a cool car! I d love to drive one, if I can afford [LOL]

Nio Stock Jumps 2% in Premarket Trading

2022-12-24

All in the name of money and not humanity. If u seriously look into Musk's efforts over the years, u d find he's mostly anti human. But then, if that's where the money is, he will be a fool to not go get it. Rest of us will simply be washed away in the ride of money n profits [Cry]

Elon Musk Orders Removal of Twitter Suicide Prevention Feature, Sources Say

2022-12-13

Signs of someone tripping over... again... [Smug]

Sorry, the original content has been removed

2022-12-12

[Cool]

Is Roku a Safe Stock?

2022-12-07

AMD will eventually bounce. It's just a matter of time. A good stock for the patient investor.

AMD Stock: This Blue-Chip Chipmaker Keeps Gaining Market Share

2022-12-06

[Smug]

China Traders Hunt for Long-Term Reopening Winners After Frenzy

2022-11-26

In this era, anyone still dare to put money into crypto?? [Anger]

Sorry, the original content has been removed

2022-11-26

[Cool]

3 Tech Stocks You Can Count on in This Uncertain Market

2022-11-25

Buy buy buy!! [Cool]

These 2 High-Growth Stocks Might Never Be This Cheap Again

2022-11-25

Up up up all the way!! [Cool]

Tesla Shares Climbed Another 1.5% in Premarket Trading

2022-11-18

Buy buy buy!

Singapore Firm Weighs $146 Million IPO, Ending Listing Drought

2022-11-17

Kinda stalemate going ahead to get any laws done [Facepalm]

Sorry, the original content has been removed

2022-11-11

I ll stick with my fav apple all the way :)

Top Calls on Wall Street: Apple, Tesla, Meta, Google, Coinbase, Rivian, Roblox, Walmart and More

2022-11-09

[Cool]

Palantir: -11.48% After Earnings, And My Investment Thesis Is Changing

2022-11-09

$WILMAR INTERNATIONAL LIMITED(F34.SI)$ BullishBullisBullish Good time to buy before price surge up [YoYo]

2022-11-04

Gotta wait n see n let the dust settle....

US STOCKS-U.S. Stocks Close Lower on Fed Rate Hike Worry

2022-11-04

Best is to own both stocks n hold them until their price recover. Takes time n money but will reap reward in the mid to long term [Cool]

Meta And Alphabet: Both Are Screaming Bargains, But One Is The Smarter Buy

2022-11-02

It may be a golden opportunity for the brave to bite at current price and awaits the normalisation of its stock price. Might take a while though... [Cool]

Credit Suisse Cut to One Level Above Junk Status by S&P

2022-10-26

[Allin]

Apple: Fiscal Q4 Will Be Another Mic Dropper

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I d love to drive one, if I can afford&nbsp;[LOL]&nbsp;","listText":"Sounds like a cool car! I d love to drive one, if I can afford&nbsp;[LOL]&nbsp;","text":"Sounds like a cool car! I d love to drive one, if I can afford [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924154537","repostId":"1183238896","repostType":2,"repost":{"id":"1183238896","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672131642,"share":"https://ttm.financial/m/news/1183238896?lang=&edition=fundamental","pubTime":"2022-12-27 17:00","market":"us","language":"en","title":"Nio Stock Jumps 2% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1183238896","media":"Tiger Newspress","summary":"NIO Releases EC7 and ES8 EVs, Unveils Third-Generation Battery Swap Station","content":"<html><head></head><body><p>On December 24, Chinese automotive firm NIO released electric flagship coupe SUV EC7 and all-new electric flagship SUV ES8. The former starts at 488,000 yuan ($69,944), while the latter is 32,000 yuan more expensive than the current ES8, reaching 528,000 yuan. The firm also unveiled its third-generation battery swap station and commented on its mobile phone business and a recent data leakage incident.</p><p>The combination of a 300 kW high-performance induction motor and a 180 kW high-efficiency permanent magnet motor outputs rapid mighty power and maintains power continuity and low energy consumption. The EC7 accelerates from 0 to 100 km/h in only 3.8 seconds and comes to a complete stop from 100km/h in 33.9 meters. EC7 has three battery packs, and the cruising range under CLTC conditions is 490 km to 940 km.</p><p>With a drag coefficient as low as 0.230cd, the EC7 is now the SUV with the lowest drag coefficient in the world. The EC7 comes standard with an active adjustable rear wing, a first for NIO production models, which improves the aerodynamic performance of this coupe SUV. The rear wing enables options of drag reduction and control, providing drag reduction and downforce.</p><p>Shares of Nio jump 2.1% in premarket trading on Tuesday.</p><p><img src=\"https://static.tigerbbs.com/c217ec47f0927786507449516f39bf48\" tg-width=\"761\" tg-height=\"665\" 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>Nio Stock Jumps 2% 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\">\nNio Stock Jumps 2% 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\">2022-12-27 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On December 24, Chinese automotive firm NIO released electric flagship coupe SUV EC7 and all-new electric flagship SUV ES8. The former starts at 488,000 yuan ($69,944), while the latter is 32,000 yuan more expensive than the current ES8, reaching 528,000 yuan. The firm also unveiled its third-generation battery swap station and commented on its mobile phone business and a recent data leakage incident.</p><p>The combination of a 300 kW high-performance induction motor and a 180 kW high-efficiency permanent magnet motor outputs rapid mighty power and maintains power continuity and low energy consumption. The EC7 accelerates from 0 to 100 km/h in only 3.8 seconds and comes to a complete stop from 100km/h in 33.9 meters. EC7 has three battery packs, and the cruising range under CLTC conditions is 490 km to 940 km.</p><p>With a drag coefficient as low as 0.230cd, the EC7 is now the SUV with the lowest drag coefficient in the world. The EC7 comes standard with an active adjustable rear wing, a first for NIO production models, which improves the aerodynamic performance of this coupe SUV. The rear wing enables options of drag reduction and control, providing drag reduction and downforce.</p><p>Shares of Nio jump 2.1% in premarket trading on Tuesday.</p><p><img src=\"https://static.tigerbbs.com/c217ec47f0927786507449516f39bf48\" tg-width=\"761\" tg-height=\"665\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183238896","content_text":"On December 24, Chinese automotive firm NIO released electric flagship coupe SUV EC7 and all-new electric flagship SUV ES8. The former starts at 488,000 yuan ($69,944), while the latter is 32,000 yuan more expensive than the current ES8, reaching 528,000 yuan. The firm also unveiled its third-generation battery swap station and commented on its mobile phone business and a recent data leakage incident.The combination of a 300 kW high-performance induction motor and a 180 kW high-efficiency permanent magnet motor outputs rapid mighty power and maintains power continuity and low energy consumption. The EC7 accelerates from 0 to 100 km/h in only 3.8 seconds and comes to a complete stop from 100km/h in 33.9 meters. EC7 has three battery packs, and the cruising range under CLTC conditions is 490 km to 940 km.With a drag coefficient as low as 0.230cd, the EC7 is now the SUV with the lowest drag coefficient in the world. The EC7 comes standard with an active adjustable rear wing, a first for NIO production models, which improves the aerodynamic performance of this coupe SUV. The rear wing enables options of drag reduction and control, providing drag reduction and downforce.Shares of Nio jump 2.1% in premarket trading on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925060765,"gmtCreate":1671870994457,"gmtModify":1676538605909,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"All in the name of money and not humanity. If u seriously look into Musk's efforts over the years, u d find he's mostly anti human. But then, if that's where the money is, he will be a fool to not go get it. Rest of us will simply be washed away in the ride of money n profits&nbsp;[Cry]&nbsp;","listText":"All in the name of money and not humanity. If u seriously look into Musk's efforts over the years, u d find he's mostly anti human. But then, if that's where the money is, he will be a fool to not go get it. Rest of us will simply be washed away in the ride of money n profits&nbsp;[Cry]&nbsp;","text":"All in the name of money and not humanity. If u seriously look into Musk's efforts over the years, u d find he's mostly anti human. But then, if that's where the money is, he will be a fool to not go get it. Rest of us will simply be washed away in the ride of money n profits [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925060765","repostId":"2293951031","repostType":4,"repost":{"id":"2293951031","kind":"highlight","pubTimestamp":1671840990,"share":"https://ttm.financial/m/news/2293951031?lang=&edition=fundamental","pubTime":"2022-12-24 08:16","market":"us","language":"en","title":"Elon Musk Orders Removal of Twitter Suicide Prevention Feature, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2293951031","media":"CNA","summary":"Twitter Inc removed a feature in the past few days that promoted suicide prevention hotlines and oth","content":"<html><head></head><body><p>Twitter Inc removed a feature in the past few days that promoted suicide prevention hotlines and other safety resources to users looking up certain content, according to two people familiar with the matter who said it was ordered by new owner Elon Musk.</p><p>The removal of the feature, known as #ThereIsHelp, has not been previously reported. It had shown at the top of specific searches contacts for support organizations in many countries related to mental health, HIV, vaccines, child sexual exploitation, COVID-19, gender-based violence, natural disasters and freedom of expression.</p><p>Its elimination could add to concerns about the well-being of vulnerable users on Twitter. Musk has said that impressions, or views, of harmful content are declining since he took over in October and has tweeted graphs showing a downward trend, even as researchers and civil rights groups have tracked an increase in tweets with racial slurs and other hateful content.</p><p>Twitter and Musk did not respond to requests for comment on the removal of the feature.</p><p>Washington-based AIDS United, which was promoted in #ThereIsHelp, and iLaw, a Thai group mentioned for freedom of expression support, both told Reuters on Friday that the disappearance of the feature was a surprise to them.</p><p>AIDS United said a webpage that the Twitter feature linked to attracted about 70 views a day until Dec. 18. Since then, it has drawn 14 views in total.</p><p>Damar Juniarto, executive director at Twitter partner Southeast Asia Freedom of Expression Network, tweeted on Friday about the missing feature and said &#34;stupid actions&#34; by the social media service could lead his organization to abandon it.</p><p>Reuters could not immediately establish why Musk would order the removal of the feature. The sources with knowledge of his decision declined to be named because they feared retaliation. One of them said millions of people had encountered #ThereIsHelp messages.</p><p>Eirliani Abdul Rahman, who had been on a recently dissolved Twitter content advisory group, said the disappearance of #ThereIsHelp was &#34;extremely disconcerting and profoundly disturbing.&#34;</p><p>Even if it was only temporarily removed to make way for improvements, &#34;normally you would be working on it in parallel, not removing it,&#34; she said.</p><p>In part due to pressure from consumer safety groups, internet services including Twitter, Google and Facebook have for years tried to direct users to well-known resource providers such as government hotlines when they suspect someone may be in danger.</p><p>Twitter had launched some prompts about five years ago and some had been available in over 30 countries, according to company tweets. In one of its blog posts about the feature, Twitter had said it had responsibility to ensure users could &#34;access and receive support on our service when they need it most.&#34;</p><p>Just as Musk bought the company, the feature was expanded to show information related to natural disaster searches in Indonesia and Malaysia.</p><p>Alex Goldenberg, lead intelligence analyst at the non-profit Network Contagion Research Institute, said prompts that had shown in search results just days ago were no longer visible by Thursday.</p><p>He and colleagues in August published a study showing that monthly mentions on Twitter of some terms associated with self-harm increased by over 500 per cent from about the year before, with younger users particularly at risk when seeing such content.</p><p>&#34;If this decision is emblematic of a policy change that they no longer take these issues seriously, that&#39;s extraordinarily dangerous,&#34; Goldenberg said. &#34;It runs counter Musk&#39;s previous commitments to prioritize child safety.&#34;</p><p>Musk has said he wants to combat child porn on Twitter and has criticized the previous ownership&#39;s handling of the issue. But he has cut large portions of the teams involved in dealing with potentially objectionable material.</p></body></html>","source":"can_highlight","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>Elon Musk Orders Removal of Twitter Suicide Prevention Feature, Sources Say</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\">\nElon Musk Orders Removal of Twitter Suicide Prevention Feature, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-24 08:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/business/exclusive-elon-musk-orders-removal-twitter-suicide-prevention-feature-sources-say-3166156><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Twitter Inc removed a feature in the past few days that promoted suicide prevention hotlines and other safety resources to users looking up certain content, according to two people familiar with the ...</p>\n\n<a href=\"https://www.channelnewsasia.com/business/exclusive-elon-musk-orders-removal-twitter-suicide-prevention-feature-sources-say-3166156\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.channelnewsasia.com/business/exclusive-elon-musk-orders-removal-twitter-suicide-prevention-feature-sources-say-3166156","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293951031","content_text":"Twitter Inc removed a feature in the past few days that promoted suicide prevention hotlines and other safety resources to users looking up certain content, according to two people familiar with the matter who said it was ordered by new owner Elon Musk.The removal of the feature, known as #ThereIsHelp, has not been previously reported. It had shown at the top of specific searches contacts for support organizations in many countries related to mental health, HIV, vaccines, child sexual exploitation, COVID-19, gender-based violence, natural disasters and freedom of expression.Its elimination could add to concerns about the well-being of vulnerable users on Twitter. Musk has said that impressions, or views, of harmful content are declining since he took over in October and has tweeted graphs showing a downward trend, even as researchers and civil rights groups have tracked an increase in tweets with racial slurs and other hateful content.Twitter and Musk did not respond to requests for comment on the removal of the feature.Washington-based AIDS United, which was promoted in #ThereIsHelp, and iLaw, a Thai group mentioned for freedom of expression support, both told Reuters on Friday that the disappearance of the feature was a surprise to them.AIDS United said a webpage that the Twitter feature linked to attracted about 70 views a day until Dec. 18. Since then, it has drawn 14 views in total.Damar Juniarto, executive director at Twitter partner Southeast Asia Freedom of Expression Network, tweeted on Friday about the missing feature and said \"stupid actions\" by the social media service could lead his organization to abandon it.Reuters could not immediately establish why Musk would order the removal of the feature. The sources with knowledge of his decision declined to be named because they feared retaliation. One of them said millions of people had encountered #ThereIsHelp messages.Eirliani Abdul Rahman, who had been on a recently dissolved Twitter content advisory group, said the disappearance of #ThereIsHelp was \"extremely disconcerting and profoundly disturbing.\"Even if it was only temporarily removed to make way for improvements, \"normally you would be working on it in parallel, not removing it,\" she said.In part due to pressure from consumer safety groups, internet services including Twitter, Google and Facebook have for years tried to direct users to well-known resource providers such as government hotlines when they suspect someone may be in danger.Twitter had launched some prompts about five years ago and some had been available in over 30 countries, according to company tweets. In one of its blog posts about the feature, Twitter had said it had responsibility to ensure users could \"access and receive support on our service when they need it most.\"Just as Musk bought the company, the feature was expanded to show information related to natural disaster searches in Indonesia and Malaysia.Alex Goldenberg, lead intelligence analyst at the non-profit Network Contagion Research Institute, said prompts that had shown in search results just days ago were no longer visible by Thursday.He and colleagues in August published a study showing that monthly mentions on Twitter of some terms associated with self-harm increased by over 500 per cent from about the year before, with younger users particularly at risk when seeing such content.\"If this decision is emblematic of a policy change that they no longer take these issues seriously, that's extraordinarily dangerous,\" Goldenberg said. \"It runs counter Musk's previous commitments to prioritize child safety.\"Musk has said he wants to combat child porn on Twitter and has criticized the previous ownership's handling of the issue. But he has cut large portions of the teams involved in dealing with potentially objectionable material.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921008087,"gmtCreate":1670929032149,"gmtModify":1676538461227,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Signs of someone tripping over... again...&nbsp;[Smug]&nbsp;","listText":"Signs of someone tripping over... again...&nbsp;[Smug]&nbsp;","text":"Signs of someone tripping over... again... [Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921008087","repostId":"1192717181","repostType":2,"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923119306,"gmtCreate":1670808834606,"gmtModify":1676538437098,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923119306","repostId":"2290157225","repostType":4,"repost":{"id":"2290157225","kind":"highlight","pubTimestamp":1670807881,"share":"https://ttm.financial/m/news/2290157225?lang=&edition=fundamental","pubTime":"2022-12-12 09:18","market":"us","language":"en","title":"Is Roku a Safe Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2290157225","media":"Motley Fool","summary":"The media-streaming technology specialist's stock is down 90% from last year's highs. So is that a big red flag or a great buying opportunity?","content":"<html><head></head><body><p><b>Roku</b> is generally seen as a high-octane growth stock. In many ways, this is a value investor&#39;s worst nightmare.</p><p>The media-streaming technology expert&#39;s stock skyrocketed as much as 723% higher during the COVID-19 lockdown phase. That surge was followed by an equally dramatic plunge, and Roku currently trades 90% below last year&#39;s all-time highs.</p><p>Roku isn&#39;t always profitable, but when it is, shares are changing hands at nosebleed-inducing price-to-earnings (P/E) ratios. Even its price-to-sales (P/S) ratio often sits in double-digit territory -- a rare feat that long-term growth phenomenons like <b>Netflix</b> only rarely reached and <b>Apple</b> never did:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd7f7b0080181fb333571e556a205e\" tg-width=\"2000\" tg-height=\"1167\" width=\"100%\" height=\"auto\"/><span>ROKU PS Ratio data by YCharts</span></p><p>Yet, I keep telling you that Roku is one of the best stocks to buy today, and it&#39;s not unusual to see more Roku shares added to my own brokerage accounts.</p><p>What gives? If Roku stock really is a great buy today, why does the stock chart look like one of those hypermodern roller coasters that sometimes send you straight down?</p><p>Is Roku really a safe stock to buy and hold right now?</p><h2>Why is Roku so cheap right now?</h2><p>Let&#39;s look at why Roku&#39;s shares have fallen so hard in recent months.</p><p>Disappointing financial results are certainly part of the story. Roku has missed three of Wall Street&#39;s consensus revenue estimates in the last five quarters, along with a miss and one in-line earnings result in the same period. For a company that tends to beat analyst targets by double-digit percentages on the top line and triple-digits on the bottom line, that counts as a dark age.</p><p>Roku arrived in this unpleasant position due to macroeconomic pressures. In last month&#39;s third-quarter earnings call, CEO Anthony Wood boiled it down to three key issues:</p><p>&#34;Advertisers pulled back on spending, consumers were further pressured by inflation and overall economic uncertainty remained high,&#34; Wood said. &#34;We expect these conditions will continue and are likely to worsen in Q4.&#34;</p><p>The company is taking action to address the challenging industry environment. Roku has halted a multi-year hiring spree and actually cut 200 jobs in recent months, aiming to slow down the growth of its ongoing operating expenses. But it&#39;s easy to see the job cuts as a sign of weakness, so that announcement didn&#39;t lift Roku&#39;s stock price at all.</p><h2>We&#39;ve seen this movie before</h2><p>The thing is, Roku is one of those companies that lay out their business plan for all to see, and then people misunderstand them anyway.</p><p>The same thing has happened to Netflix many times, such as when the shift from DVD mailers to digital video streams was seen as a consumer-unfriendly cash grab. Netflix&#39;s stock is up more than 3,000% since executing that genius strategy shift (in an admittedly clumsy way).</p><p>Apple isn&#39;t immune to this effect, either. Remember when iPhone sales dipped in 2016, triggering a 13% share price drop over the next two weeks? The wheels were surely coming off Apple&#39;s cash machine right there. Or maybe not. The huge price cut is just a forgettable blip on Apple&#39;s stock chart in retrospect, and share prices have soared more than 500% higher after that speed bump.</p><p>Roku stands at a similar crossroads today.</p><p>The media-streaming sector is still in its infancy. Linear TV services continue to own the airwaves and eyeball hours around the world, and streaming services have a lot of work left to take over that industry. Roku is one of the most obvious winners in that long-term revolution, as a service-agnostic provider of user-friendly streaming platforms.</p><p>And when you place Roku in the context of the current macroeconomic struggles, the company already looks like a winner. Roku is adding new users hand over fist, the top-line growth may have slowed down but Roku&#39;s sales are still soaring, and it seems obvious that this platform is winning market share amid the crisis of shrinking digital advertising budgets.</p><p>I&#39;m serious. Platform revenues, which include the company&#39;s ad-based operations, saw 15% year-over-year growth in the third quarter. However, at the same time, the scatter ad market (on-the-spot ad sales rather than long-term marketing campaigns) saw a 38% downtick in total sales:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17463f9e7a4816f756c5956613e29c1a\" tg-width=\"700\" tg-height=\"531\" width=\"100%\" height=\"auto\"/><span>Image source: Roku SEC filings.</span></p><p>We are looking at a leader in its industry, aiming for massive long-term growth and delivering robust results along the way. But the stock is priced as if Roku&#39;s entire business were running into a brick wall, with a P/S ratio all the way down to 2.3. So I can forgive Roku&#39;s stock for being volatile and I don&#39;t mind the occasional slowdown during an era of historically significant economic challenges.</p><p>So yes, I truly believe that Roku is a safe stock to buy now and hold for a long time. Ten years from now, I think we&#39;ll look back at this year&#39;s brutal dip in Roku&#39;s stock chart as a temporary buying opportunity, much like the Qwikster dip was for Netflix in 2011. I bought more Netflix stock that year and I&#39;m buying more Roku stock in 2022.</p><p>And I highly recommend that you do the same. You can come back and thank me in 2032.</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>Is Roku a Safe Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Roku a Safe Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/11/is-roku-a-safe-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku is generally seen as a high-octane growth stock. In many ways, this is a value investor's worst nightmare.The media-streaming technology expert's stock skyrocketed as much as 723% higher during ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/11/is-roku-a-safe-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2022/12/11/is-roku-a-safe-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290157225","content_text":"Roku is generally seen as a high-octane growth stock. In many ways, this is a value investor's worst nightmare.The media-streaming technology expert's stock skyrocketed as much as 723% higher during the COVID-19 lockdown phase. That surge was followed by an equally dramatic plunge, and Roku currently trades 90% below last year's all-time highs.Roku isn't always profitable, but when it is, shares are changing hands at nosebleed-inducing price-to-earnings (P/E) ratios. Even its price-to-sales (P/S) ratio often sits in double-digit territory -- a rare feat that long-term growth phenomenons like Netflix only rarely reached and Apple never did:ROKU PS Ratio data by YChartsYet, I keep telling you that Roku is one of the best stocks to buy today, and it's not unusual to see more Roku shares added to my own brokerage accounts.What gives? If Roku stock really is a great buy today, why does the stock chart look like one of those hypermodern roller coasters that sometimes send you straight down?Is Roku really a safe stock to buy and hold right now?Why is Roku so cheap right now?Let's look at why Roku's shares have fallen so hard in recent months.Disappointing financial results are certainly part of the story. Roku has missed three of Wall Street's consensus revenue estimates in the last five quarters, along with a miss and one in-line earnings result in the same period. For a company that tends to beat analyst targets by double-digit percentages on the top line and triple-digits on the bottom line, that counts as a dark age.Roku arrived in this unpleasant position due to macroeconomic pressures. In last month's third-quarter earnings call, CEO Anthony Wood boiled it down to three key issues:\"Advertisers pulled back on spending, consumers were further pressured by inflation and overall economic uncertainty remained high,\" Wood said. \"We expect these conditions will continue and are likely to worsen in Q4.\"The company is taking action to address the challenging industry environment. Roku has halted a multi-year hiring spree and actually cut 200 jobs in recent months, aiming to slow down the growth of its ongoing operating expenses. But it's easy to see the job cuts as a sign of weakness, so that announcement didn't lift Roku's stock price at all.We've seen this movie beforeThe thing is, Roku is one of those companies that lay out their business plan for all to see, and then people misunderstand them anyway.The same thing has happened to Netflix many times, such as when the shift from DVD mailers to digital video streams was seen as a consumer-unfriendly cash grab. Netflix's stock is up more than 3,000% since executing that genius strategy shift (in an admittedly clumsy way).Apple isn't immune to this effect, either. Remember when iPhone sales dipped in 2016, triggering a 13% share price drop over the next two weeks? The wheels were surely coming off Apple's cash machine right there. Or maybe not. The huge price cut is just a forgettable blip on Apple's stock chart in retrospect, and share prices have soared more than 500% higher after that speed bump.Roku stands at a similar crossroads today.The media-streaming sector is still in its infancy. Linear TV services continue to own the airwaves and eyeball hours around the world, and streaming services have a lot of work left to take over that industry. Roku is one of the most obvious winners in that long-term revolution, as a service-agnostic provider of user-friendly streaming platforms.And when you place Roku in the context of the current macroeconomic struggles, the company already looks like a winner. Roku is adding new users hand over fist, the top-line growth may have slowed down but Roku's sales are still soaring, and it seems obvious that this platform is winning market share amid the crisis of shrinking digital advertising budgets.I'm serious. Platform revenues, which include the company's ad-based operations, saw 15% year-over-year growth in the third quarter. However, at the same time, the scatter ad market (on-the-spot ad sales rather than long-term marketing campaigns) saw a 38% downtick in total sales:Image source: Roku SEC filings.We are looking at a leader in its industry, aiming for massive long-term growth and delivering robust results along the way. But the stock is priced as if Roku's entire business were running into a brick wall, with a P/S ratio all the way down to 2.3. So I can forgive Roku's stock for being volatile and I don't mind the occasional slowdown during an era of historically significant economic challenges.So yes, I truly believe that Roku is a safe stock to buy now and hold for a long time. Ten years from now, I think we'll look back at this year's brutal dip in Roku's stock chart as a temporary buying opportunity, much like the Qwikster dip was for Netflix in 2011. I bought more Netflix stock that year and I'm buying more Roku stock in 2022.And I highly recommend that you do the same. You can come back and thank me in 2032.","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920057744,"gmtCreate":1670403746789,"gmtModify":1676538361046,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"AMD will eventually bounce. It's just a matter of time. A good stock for the patient investor.&nbsp;","listText":"AMD will eventually bounce. It's just a matter of time. A good stock for the patient investor.&nbsp;","text":"AMD will eventually bounce. It's just a matter of time. A good stock for the patient investor.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920057744","repostId":"1179985279","repostType":2,"repost":{"id":"1179985279","kind":"news","pubTimestamp":1670399203,"share":"https://ttm.financial/m/news/1179985279?lang=&edition=fundamental","pubTime":"2022-12-07 15:46","market":"us","language":"en","title":"AMD Stock: This Blue-Chip Chipmaker Keeps Gaining Market Share","url":"https://stock-news.laohu8.com/highlight/detail?id=1179985279","media":"TipRanks","summary":"Story HighlightsAMD stock has been through a turbulent year, with recent revenues coming up a tad sh","content":"<div>\n<p>Story HighlightsAMD stock has been through a turbulent year, with recent revenues coming up a tad short of estimates. As Lisa Su’s chip empire continues to gain ground, though, the stock seems tough ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amd-stock-nasdaqamd-this-blue-chip-chipmaker-keeps-gaining-market-share\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock: This Blue-Chip Chipmaker Keeps Gaining Market Share</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\">\nAMD Stock: This Blue-Chip Chipmaker Keeps Gaining Market Share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 15:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/amd-stock-nasdaqamd-this-blue-chip-chipmaker-keeps-gaining-market-share><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAMD stock has been through a turbulent year, with recent revenues coming up a tad short of estimates. As Lisa Su’s chip empire continues to gain ground, though, the stock seems tough ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amd-stock-nasdaqamd-this-blue-chip-chipmaker-keeps-gaining-market-share\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/amd-stock-nasdaqamd-this-blue-chip-chipmaker-keeps-gaining-market-share","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179985279","content_text":"Story HighlightsAMD stock has been through a turbulent year, with recent revenues coming up a tad short of estimates. As Lisa Su’s chip empire continues to gain ground, though, the stock seems tough to pass up even as industry prospects fade in a recession.The chip space has endured a lot of pressure this year, with even frontrunners like AMD (NASDAQ:AMD) taking big hits to the chin. Despite the cyclical nature of the chip space, it’s noteworthy that Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) sees value in the chip scene with its purchase of Taiwan Semiconductor (NYSE:TSM) shares. Though 2023 could be another wild ride for the semiconductor stocks, Lisa Su‘s AMD is not a company to bet against, as it continues to gain ground in the CPU space while continuing to innovate on the GPU side.With so much recession risk already factored into shares and a more than 50% discount from peak levels, I view AMD as one of the better blue chips in the chip space to consider today. The company has caught up to Intel on the CPU side and could be able to extend its lead.urther, I don’t think it’s out of the ordinary to think AMD could begin to nip away at Nvidia’s dominant share of the GPU market over the next 10 years.Under Su’s capable leadership, AMD strikes me as a share-taker that won’t be weighed down by macro headwinds for too long a duration. I am bullish on the stock. Though, another year of turbulence is likely in the cards.AMD: Still Plenty of Room to Take Market ShareThe chip space is hard to compete in as an underdog. Somehow, AMD was able to do it, catching up to and eventually surpassing former CPU top dog Intel. Undoubtedly, AMD still has room for growth now that it’s topped its long-time rival. This ability to take share could help AMD continue gaining ground in a year that could see a mild recession.The past year was full of headwinds for chip stocks. The PC market has been incredibly sluggish. AMD’s third-quarter revenue came in at $5.6 billion, well shy of the firm’s original guide of $6.7 billion. I thought AMD should have gotten a free pass, given the company’s superior competitive positioning versus rivals like Intel and the likelihood it’ll pick up where it left off after the slowdown.The Data Center segment was a bright spot for the latest underwhelming quarter. The segment clocked in 45% growth year-over-year. Undoubtedly, EPYC server processors continued to be hot sellers. Recently, AMD unveiled its next-generation server CPUs (Genoa) that could help it continue posting impressive growth numbers, likely at the expense of rivals.AMD could improve its relative footing versus Nvidia. While investors shouldn’t look for the firm to catch up to Nvidia on the GPU side, there’s still plenty of market share to take as AMD flexes its muscles with cutting-edge new innovations at competitive prices. Even the tiniest bite out of Nvidia’s share could mean big things for AMD stock.Ultimately, sources note that AMD’s Radeon GPUs offer consumers a better bang for their buck at pretty much every price point.AMD: CPU Momentum is on Its SideAMD may have been known for its budget-friendly CPU and GPU offerings. With huge performance leaps in recent launches, AMD will find itself with the means to pad its margins via price increases. AMD isn’t that secondary option anymore. For many, AMD is a top choice in CPUs.Now, Intel’s aggressive spending spree could limit further gains. However, there’s a lot of execution risk on Intel’s side. When it comes to chips, it’s oh-so-hard to catch up. Past-year missteps by Intel are not encouraging. Still, Intel’s confident it could turn the tide, and any gains by Intel could be a loss for AMD.In any case, the momentum remains on AMD’s side, and it’s likely to stay this way through a recession year.Is AMD Stock a Buy, According to Analysts?Turning to Wall Street, AMD stock comes in as a Moderate Buy. Out of 27 analyst ratings, there are 20 Buys and seven Holds.The average AMD price target is $84.30, implying upside potential of 20%. Analyst price targets range from a low of $60.00 per share to a high of $125.00 per share.Takeaway: AMD’s Lofty Valuation is Worth ItAMD stock has a lot going for it as it continues to leave its top rival, Intel, behind. Even after a more than 50% haircut, the stock is pricy at 44.1 times trailing earnings and 5.0 times sales.AMD shares are pricy for a reason, though. Between Intel at a deep-value discount and AMD at a lofty, albeit pretty fair valuation, AMD looks like the far better bet, in my opinion. Most Wall Street analysts agree.","news_type":1},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967679987,"gmtCreate":1670325766749,"gmtModify":1676538344423,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"[Smug]&nbsp;","listText":"[Smug]&nbsp;","text":"[Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967679987","repostId":"1114516840","repostType":2,"repost":{"id":"1114516840","kind":"news","pubTimestamp":1670123489,"share":"https://ttm.financial/m/news/1114516840?lang=&edition=fundamental","pubTime":"2022-12-04 11:11","market":"us","language":"en","title":"China Traders Hunt for Long-Term Reopening Winners After Frenzy","url":"https://stock-news.laohu8.com/highlight/detail?id=1114516840","media":"Bloomberg","summary":"As China’s reopening starts totake shape, investor focus is increasingly seen shifting from frenzied stock bets to longer-term plays such as consumer and health-care shares.Money managers are zeroing ","content":"<html><head></head><body><p>As China’s reopening starts to take shape, investor focus is increasingly seen shifting from frenzied stock bets to longer-term plays such as consumer and health-care shares.</p><p>Money managers are zeroing in on companies that’ll benefit from a reopening-led economic recovery instead of travel and catering firms whose shares have jumped sharply in the early days of the rally. Some are positioning for a full easing of Covid restrictions to take place by March, even if the journey toward that end may bebumpy.</p><p>“With the trajectory of the economy set to be back on track, it is time to shift focus from stocks primed to jump on short-term changes,” said Hua Tong, fund manager at Shenzhen Zhengyuan Investment Co. “We can now afford to take the longer-term view to seek out opportunities -- and the biggest unrealized opportunity is in the consumer sector.”</p><p><img src=\"https://static.tigerbbs.com/903800956a252edd0dfc394993bf60aa\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>November’s historic rally is being seen as a game changer for Chinese equities after months of gut-wrenching swings fueled by rolling lockdowns that many said were the single-biggest drag on the market. Investors are seeking potential buys as Beijing gradually relaxes curbsthat combined with a property crisis made key Chinese gauges the world’s worst performers for much of this year.</p><p>Recent measures fromauthoritiesinclude allowing some low-risk patients to isolate at home and loosening restrictions in select cities, with the official rhetoric on Covid also coalescing around asofter tone.</p><h2>‘First Shot’</h2><p>“The reopening trade will be led by consumption and health care in the coming months,” said Li Changmin, fund manager at Snowball Wealth. “Guangzhou’s surprisereopening, even with its high case count, has fired the first shot, and this could expedite the time line for ending Covid Zero.”</p><p>Li expects a full reopening to occur before China’s annual parliamentary meetings take place in March. “Life returning to normal would mostly benefit the blue-chip names which have suffered huge valuation discounts, whereas the upside for travel and airlines stocks has been mostly priced in,” he said.</p><p>The CSI 300 Consumer Staples Index is trading close to 22 times its one-year forward earnings, compared to an average of almost 27 times over the past three years. Heavyweights such as liquor manufacturerKweichow Moutai Co. and dairy product maker Inner Mongolia Yili Industrial Group Co. are down about 40% from last year’s peaks.</p><p><img src=\"https://static.tigerbbs.com/bae5c874a8add4438d30ace4703d896e\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>Theinitialleg of the reopening trade has seen more volatile stocks lead the charge. Shares linked to the travel, catering and pharmaceutical industries have been among the prime beneficiaries.</p><p>For example,Xi’an Tourism Co.jumped 37% in November while hotpot chainHaidilao International Holding Ltd.rallied 64% in Hong Kong. Shanghai Shenqi Pharmaceutical Investment Management Co. surged as much as 100% in November on speculation that a drug manufactured by the firm would be used to treat Covid patients.</p><p>Meanwhile, Moutai and Yili ended the month with gains of about 18% and 14%, respectively.</p><h2>Sportswear, Cars</h2><p>More broadly, the Hang Sang China Enterprises Index soared 29% in Hong Kong in November, the most since 2003. China’s benchmark CSI 300 Index jumped almost 10% in its best performance since July 2020. The rally has eased since, with the gauges little changed over two sessions in December.</p><p>Paul Pong, managing director at Pegasus Fund Managers Ltd. favors consumer stocks such as sportswear and car makers which are expected to beat their peers when spending picks up. “Big tech firms that have been laggards, like Alibaba and Tencent, will also outperform as they have high beta and benefit directly from a consumption recovery.”</p><p>To be sure, some still see room for a further rally in the traditional cohort of reopening plays. Manishi Raychaudhuri, Asian equity strategist at BNP Paribas, says that stocks related to tourism, restaurant chains, e-commerce, Macau gaming and retail-focused REITs may notch up more gains.</p><p>“Other Asian markets, like Thailand, also offer interesting exposures to this theme – through airports and hotel chain stocks,” he said.</p><h2>Long Game</h2><p>All said, an increasing number of investors are setting their sights on the longer-term play even though China’s exit from Covid Zero may be fraught with challenges.</p><p>“Reversing course is going to be like walking on a tightrope, full of adjustments in both directions in the search for the most desirable solution,” said Liu Xiaodong, partner at Shanghai Power Asset Management Co.</p><p>“This means that many of the reopening plays may be prone to flip flop and end up moving horizontally,” Liu said. “If anything, I think health-care does have potential, whichever way the tide turns in the short term, people are going to need treatment.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Traders Hunt for Long-Term Reopening Winners After Frenzy</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\">\nChina Traders Hunt for Long-Term Reopening Winners After Frenzy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 11:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-04/china-traders-hunt-for-long-term-reopening-winners-after-frenzy><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As China’s reopening starts to take shape, investor focus is increasingly seen shifting from frenzied stock bets to longer-term plays such as consumer and health-care shares.Money managers are zeroing...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-04/china-traders-hunt-for-long-term-reopening-winners-after-frenzy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","000300.SH":"沪深300"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-04/china-traders-hunt-for-long-term-reopening-winners-after-frenzy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114516840","content_text":"As China’s reopening starts to take shape, investor focus is increasingly seen shifting from frenzied stock bets to longer-term plays such as consumer and health-care shares.Money managers are zeroing in on companies that’ll benefit from a reopening-led economic recovery instead of travel and catering firms whose shares have jumped sharply in the early days of the rally. Some are positioning for a full easing of Covid restrictions to take place by March, even if the journey toward that end may bebumpy.“With the trajectory of the economy set to be back on track, it is time to shift focus from stocks primed to jump on short-term changes,” said Hua Tong, fund manager at Shenzhen Zhengyuan Investment Co. “We can now afford to take the longer-term view to seek out opportunities -- and the biggest unrealized opportunity is in the consumer sector.”November’s historic rally is being seen as a game changer for Chinese equities after months of gut-wrenching swings fueled by rolling lockdowns that many said were the single-biggest drag on the market. Investors are seeking potential buys as Beijing gradually relaxes curbsthat combined with a property crisis made key Chinese gauges the world’s worst performers for much of this year.Recent measures fromauthoritiesinclude allowing some low-risk patients to isolate at home and loosening restrictions in select cities, with the official rhetoric on Covid also coalescing around asofter tone.‘First Shot’“The reopening trade will be led by consumption and health care in the coming months,” said Li Changmin, fund manager at Snowball Wealth. “Guangzhou’s surprisereopening, even with its high case count, has fired the first shot, and this could expedite the time line for ending Covid Zero.”Li expects a full reopening to occur before China’s annual parliamentary meetings take place in March. “Life returning to normal would mostly benefit the blue-chip names which have suffered huge valuation discounts, whereas the upside for travel and airlines stocks has been mostly priced in,” he said.The CSI 300 Consumer Staples Index is trading close to 22 times its one-year forward earnings, compared to an average of almost 27 times over the past three years. Heavyweights such as liquor manufacturerKweichow Moutai Co. and dairy product maker Inner Mongolia Yili Industrial Group Co. are down about 40% from last year’s peaks.Theinitialleg of the reopening trade has seen more volatile stocks lead the charge. Shares linked to the travel, catering and pharmaceutical industries have been among the prime beneficiaries.For example,Xi’an Tourism Co.jumped 37% in November while hotpot chainHaidilao International Holding Ltd.rallied 64% in Hong Kong. Shanghai Shenqi Pharmaceutical Investment Management Co. surged as much as 100% in November on speculation that a drug manufactured by the firm would be used to treat Covid patients.Meanwhile, Moutai and Yili ended the month with gains of about 18% and 14%, respectively.Sportswear, CarsMore broadly, the Hang Sang China Enterprises Index soared 29% in Hong Kong in November, the most since 2003. China’s benchmark CSI 300 Index jumped almost 10% in its best performance since July 2020. The rally has eased since, with the gauges little changed over two sessions in December.Paul Pong, managing director at Pegasus Fund Managers Ltd. favors consumer stocks such as sportswear and car makers which are expected to beat their peers when spending picks up. “Big tech firms that have been laggards, like Alibaba and Tencent, will also outperform as they have high beta and benefit directly from a consumption recovery.”To be sure, some still see room for a further rally in the traditional cohort of reopening plays. Manishi Raychaudhuri, Asian equity strategist at BNP Paribas, says that stocks related to tourism, restaurant chains, e-commerce, Macau gaming and retail-focused REITs may notch up more gains.“Other Asian markets, like Thailand, also offer interesting exposures to this theme – through airports and hotel chain stocks,” he said.Long GameAll said, an increasing number of investors are setting their sights on the longer-term play even though China’s exit from Covid Zero may be fraught with challenges.“Reversing course is going to be like walking on a tightrope, full of adjustments in both directions in the search for the most desirable solution,” said Liu Xiaodong, partner at Shanghai Power Asset Management Co.“This means that many of the reopening plays may be prone to flip flop and end up moving horizontally,” Liu said. “If anything, I think health-care does have potential, whichever way the tide turns in the short term, people are going to need treatment.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966800979,"gmtCreate":1669466741091,"gmtModify":1676538199543,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"In this era, anyone still dare to put money into crypto??&nbsp;[Anger]&nbsp;","listText":"In this era, anyone still dare to put money into crypto??&nbsp;[Anger]&nbsp;","text":"In this era, anyone still dare to put money into crypto?? [Anger]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9966800979","repostId":"2286839697","repostType":4,"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092376851552610","authorId":"4092376851552610","name":"Tall Guy","avatar":"https://community-static.tradeup.com/news/5e11acf97134ffdcfb93cea9aabffca0","crmLevel":3,"crmLevelSwitch":0,"idStr":"4092376851552610","authorIdStr":"4092376851552610"},"content":"I think better stay away from cryptocurrency for the time being.","text":"I think better stay away from cryptocurrency for the time being.","html":"I think better stay away from cryptocurrency for the time being."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966177754,"gmtCreate":1669466683378,"gmtModify":1676538199532,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966177754","repostId":"1170146184","repostType":4,"repost":{"id":"1170146184","kind":"news","pubTimestamp":1669522674,"share":"https://ttm.financial/m/news/1170146184?lang=&edition=fundamental","pubTime":"2022-11-27 12:17","market":"us","language":"en","title":"3 Tech Stocks You Can Count on in This Uncertain Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1170146184","media":"InvestorPlace","summary":"Here are three top-quality tech stocks investors can count on in the long term.Apple(AAPL): Warren B","content":"<html><head></head><body><ul><li>Here are three top-quality tech stocks investors can count on in the long term.</li><li><b>Apple</b>(<b>AAPL</b>): Warren Buffett continues to buy because of its economic moat.</li><li><b>Advanced Micro Devices</b>(<b>AMD</b>): Analysts love this beaten-down tech name.</li><li><b>Nvidia</b>(<b>NVDA</b>): The bad news is already priced into downed stocks like Nvidia.</li></ul><p>2022 was a tough one for tech stocks. Most were walloped with higher interest rates, fears of aggressive rate hikes, geopolitical issues, economic concerns, and fed-up consumers. It chased even the sanest investors from the market. While it’s impossible to find a risk-free investment, some are safer than others – especially if they’re leaders in their sectors, with wide economic moats.</p><p>In fact, one of the best ways to spot strong tech stocks is to follow the Warren Buffett model, which is to invest in simple companies that are easy to understand; companies with predictable and proven earnings; companies that can be bought at a reasonable price; and companies with“economic moat,”or a unique advantage over its competition. Seeing that Warren Buffett is now worth about $108.2 billion, it’s a safe bet he knows a thing or two about safe investing.</p><p><b>Apple (AAPL)</b></p><p>With a diversified revenue stream, and an ability to adapt to new consumer trends, <b>Apple</b> (NASDAQ:<b>AAPL</b>) will always be one of the strong tech stocks to bet on. Even Warren Buffett once said he continues to invest in Apple because of its brand, ecosystem, and strong economic moat.</p><p>In addition, we have to consider that Apple is a global leader in innovation. Just look at the iPhone alone. First introduced to the public in 2007, it’s now one of the most popular mobile phones in the world, with a growing market share. Better, earnings have been solid.</p><p>The company just beat expectations on revenue and profits, and it showed that global demand for its products is still high. In its fourth quarter, the company’s revenue was up 8% to $90 billion. Mac sales were up 25% to $11.5 billion in the quarter. iPhone sales were up 10% to $42.6 billion. Operating income was up by 5% to $25 billion. EPS was up 4% to $1.29, putting it above expectations for $1.27.</p><p>Also, analysts, such as Deutsche Bank’s Sidney Ho, say Apple is trading at a reasonable valuation and has a buy rating with a price target of $175. Apple also carries a dividend yield of 0.66%, and it’s been aggressive with stock buybacks.</p><p><b>Tech Stocks: Advanced Micro Devices (AMD)</b></p><p><b>Advanced Micro Devices</b> (NASDAQ: <b>AMD</b>) was butchered for most of the year. But that’ll happen when most of the tech stock sector is dragging just about everything lower. However, after falling from about $150 to a low of about $60, the AMD stock is showing strong signs of life. With patience, I’d like to see the AMD stock run from its current price of $75.25 to $120 in the near term.</p><p>Analysts like the AMD stock, too. UBS upgraded AMD to a buy rating with a price target of $95 a share. Baird analyst Tristan Gerra also just upgraded the beaten-down tech name to outperform with a price target of $100. He believes the company’s newest Genoa chips could widen the company’s competitive moat. Credit Suisse analyst Chris Caso also initiated coverage of AMD with an outperform rating, with a price target of $90.</p><p>Piper Sandler analyst Harsh Kumar is also overweight on the stock, with a price target of $90. He added that earnings appear to be bottoming and that PC inventory should start to clear out in the early part of 2023. In addition, he believes AMD is a great way to trade the server uptrend and cloud strength.</p><p><b>Tech Stocks: Nvidia (NVDA)</b></p><p>While <b>Nvidia</b> (NASDAQ:<b>NVDA</b>) was cut in half this year, it’s still one quality, safe name investors can count on. For one, the company makes the chips that are used to power some of the world’s most advanced technologies, including gaming, supercomputing, the cloud, artificial intelligence, machine learning, virtual reality, augmented reality, autonomous driving, etc. Again, NVDA was destroyed in 2022. But it’s still a high-quality name to count on.</p><p>Better, it’s also getting a jump on the Industrial Omniverse, which is already being used by major companies, like <b>Lowe’s</b> (NYSE:LOW), <b>BMW</b>(OTCMKTS:BMWYY), <b>Siemens</b>(OTCMKTS:SIEGY), and <b>Lockheed Martin</b> (NYSE:LMT).</p><p>Analysts, like Credit Suisse’s Chris Casso, say there’s been enough bad news for semiconductors to lower the risk of investing. The firm also said Nvidia was one of its top picks thanks to its strength in artificial intelligence, computing, and data centers. Better, the firm now has an outperform rating on the stock, with a $210 price target. Piper Sandler analyst Harsh Kumar also sees a near-term turnaround for Nvidia and has an overweight rating on the stock. For me, from a current price of $160.38, I’d like to see the stock run back to $195 by the first half of the New Year.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Tech Stocks You Can Count on in This Uncertain Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Tech Stocks You Can Count on in This Uncertain Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-27 12:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/11/3-tech-stocks-you-can-count-on-in-this-uncertain-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are three top-quality tech stocks investors can count on in the long term.Apple(AAPL): Warren Buffett continues to buy because of its economic moat.Advanced Micro Devices(AMD): Analysts love this...</p>\n\n<a href=\"https://investorplace.com/2022/11/3-tech-stocks-you-can-count-on-in-this-uncertain-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","AAPL":"苹果"},"source_url":"https://investorplace.com/2022/11/3-tech-stocks-you-can-count-on-in-this-uncertain-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170146184","content_text":"Here are three top-quality tech stocks investors can count on in the long term.Apple(AAPL): Warren Buffett continues to buy because of its economic moat.Advanced Micro Devices(AMD): Analysts love this beaten-down tech name.Nvidia(NVDA): The bad news is already priced into downed stocks like Nvidia.2022 was a tough one for tech stocks. Most were walloped with higher interest rates, fears of aggressive rate hikes, geopolitical issues, economic concerns, and fed-up consumers. It chased even the sanest investors from the market. While it’s impossible to find a risk-free investment, some are safer than others – especially if they’re leaders in their sectors, with wide economic moats.In fact, one of the best ways to spot strong tech stocks is to follow the Warren Buffett model, which is to invest in simple companies that are easy to understand; companies with predictable and proven earnings; companies that can be bought at a reasonable price; and companies with“economic moat,”or a unique advantage over its competition. Seeing that Warren Buffett is now worth about $108.2 billion, it’s a safe bet he knows a thing or two about safe investing.Apple (AAPL)With a diversified revenue stream, and an ability to adapt to new consumer trends, Apple (NASDAQ:AAPL) will always be one of the strong tech stocks to bet on. Even Warren Buffett once said he continues to invest in Apple because of its brand, ecosystem, and strong economic moat.In addition, we have to consider that Apple is a global leader in innovation. Just look at the iPhone alone. First introduced to the public in 2007, it’s now one of the most popular mobile phones in the world, with a growing market share. Better, earnings have been solid.The company just beat expectations on revenue and profits, and it showed that global demand for its products is still high. In its fourth quarter, the company’s revenue was up 8% to $90 billion. Mac sales were up 25% to $11.5 billion in the quarter. iPhone sales were up 10% to $42.6 billion. Operating income was up by 5% to $25 billion. EPS was up 4% to $1.29, putting it above expectations for $1.27.Also, analysts, such as Deutsche Bank’s Sidney Ho, say Apple is trading at a reasonable valuation and has a buy rating with a price target of $175. Apple also carries a dividend yield of 0.66%, and it’s been aggressive with stock buybacks.Tech Stocks: Advanced Micro Devices (AMD)Advanced Micro Devices (NASDAQ: AMD) was butchered for most of the year. But that’ll happen when most of the tech stock sector is dragging just about everything lower. However, after falling from about $150 to a low of about $60, the AMD stock is showing strong signs of life. With patience, I’d like to see the AMD stock run from its current price of $75.25 to $120 in the near term.Analysts like the AMD stock, too. UBS upgraded AMD to a buy rating with a price target of $95 a share. Baird analyst Tristan Gerra also just upgraded the beaten-down tech name to outperform with a price target of $100. He believes the company’s newest Genoa chips could widen the company’s competitive moat. Credit Suisse analyst Chris Caso also initiated coverage of AMD with an outperform rating, with a price target of $90.Piper Sandler analyst Harsh Kumar is also overweight on the stock, with a price target of $90. He added that earnings appear to be bottoming and that PC inventory should start to clear out in the early part of 2023. In addition, he believes AMD is a great way to trade the server uptrend and cloud strength.Tech Stocks: Nvidia (NVDA)While Nvidia (NASDAQ:NVDA) was cut in half this year, it’s still one quality, safe name investors can count on. For one, the company makes the chips that are used to power some of the world’s most advanced technologies, including gaming, supercomputing, the cloud, artificial intelligence, machine learning, virtual reality, augmented reality, autonomous driving, etc. Again, NVDA was destroyed in 2022. But it’s still a high-quality name to count on.Better, it’s also getting a jump on the Industrial Omniverse, which is already being used by major companies, like Lowe’s (NYSE:LOW), BMW(OTCMKTS:BMWYY), Siemens(OTCMKTS:SIEGY), and Lockheed Martin (NYSE:LMT).Analysts, like Credit Suisse’s Chris Casso, say there’s been enough bad news for semiconductors to lower the risk of investing. The firm also said Nvidia was one of its top picks thanks to its strength in artificial intelligence, computing, and data centers. Better, the firm now has an outperform rating on the stock, with a $210 price target. Piper Sandler analyst Harsh Kumar also sees a near-term turnaround for Nvidia and has an overweight rating on the stock. For me, from a current price of $160.38, I’d like to see the stock run back to $195 by the first half of the New Year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966905344,"gmtCreate":1669367585289,"gmtModify":1676538189668,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Buy buy buy!!&nbsp;[Cool]&nbsp;","listText":"Buy buy buy!!&nbsp;[Cool]&nbsp;","text":"Buy buy buy!! [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966905344","repostId":"2285851381","repostType":2,"repost":{"id":"2285851381","kind":"highlight","pubTimestamp":1669363247,"share":"https://ttm.financial/m/news/2285851381?lang=&edition=fundamental","pubTime":"2022-11-25 16:00","market":"us","language":"en","title":"These 2 High-Growth Stocks Might Never Be This Cheap Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2285851381","media":"Motley Fool","summary":"This year's market sell-off has been cruel to growth stocks like Airbnb and Roku.","content":"<html><head></head><body><p>If you&#39;re an industry disruptor, 2022 has probably been a bad year for you.</p><p>Take <b>Airbnb</b> and <b>Roku</b>. Both companies are disrupting massive industries -- hotels and television, respectively. Their two stocks were soaring as we came into 2022, but since then, they&#39;ve gotten crushed, underperforming the <b>S&amp;P 500</b> significantly year to date.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/027d1ba6365df02226a196fc51e4e607\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>ABNB data by YCharts</span></p><p>However, both of these companies continue to disrupt their respective industries, and both stocks have a lot of upside potential from their current prices. Here&#39;s why shares of these two growth stocks may never be this cheap again.</p><h2>1. Airbnb: Changing the way we travel</h2><p>Airbnb is different from most growth stocks in the market. First, it struggled in the early stages of the pandemic, but it has thrived in the economic reopening. Through the first three quarters of 2022, its revenue was up 46% year over year to $6.5 billion.</p><p>Another thing that differentiates Airbnb from its growth stock peers is that it&#39;s highly profitable. It laid off a quarter of its employees early in the pandemic, and profitability soared as the travel market rebounded. In the third quarter -- its peak season -- Airbnb&#39;s profit margin was 42%, and over the last four quarters, its profit margin was 20%. Those metrics should improve as the company grows.</p><p>So Airbnb is growing fast and is highly profitable, but its stock is also reasonably priced. Currently, Airbnb trades at a price-to-earnings ratio of just 41, only a bit more expensive than many slow-growth stocks in the consumer staples sector.</p><p>Investors seem to be pricing the stock as if they think the rebound in the travel market will quickly fizzle, and Airbnb&#39;s fourth-quarter guidance gave investors pause as it called for revenue growth of 17% to 23%. The stock sold off following the earnings report.</p><p>While the company&#39;s growth rate is likely to moderate from the 46% it has achieved so far this year, Airbnb looks well-positioned to gain market share in the travel industry as trends like remote work continue to drive a shift toward home-sharing. Airbnb is also better equipped to handle recessions than its hotel-operating rivals because its inventory can more rapidly adjust to changes in demand. For example, single-room listings jumped by 31% in the most recent quarter as people around the world look for ways to earn some extra money to help them cope with high inflation.</p><p>With its cheap valuation and long-term growth potential, Airbnb stock looks well-positioned to soar when market sentiment shifts.</p><h2>2. Roku: The streaming platform faces a growth slowdown</h2><p>In contrast to Airbnb, Roku stock skyrocketed during the earlier phases of the pandemic as demand for streaming video services surged. However, it began to slide in the summer of 2021, and 2022 brought something of a reckoning for the company.</p><p>Revenue growth slowed as the advertising demand pulled back, a trend across the industry that is hitting digital ad giants like <b>Alphabet </b>and <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> </b>as well. At the same time, Roku ramped up spending in sales and marketing, research and development, and other areas. As a result, after delivering solid profits in 2021, it posted wide losses this year.</p><p>However, like with Airbnb, the long-term story for Roku remains intact. It&#39;s the leading streaming platform in the U.S. thanks to its stand-alone devices and its partnerships with television manufacturers. In the third quarter, it was once again the No. 1-selling smart TV operating system in the U.S., and it&#39;s also making headway in international markets. It recently launched in Germany and Australia, and it&#39;s now the No. 2 smart TV operating system in Mexico.</p><p>Despite the advertising market headwinds, Roku&#39;s user base continues to grow. In the third quarter, active accounts rose by 16% year over year to 65.4 million, and hours streamed increased by 21% to 21.9 billion. Additionally, the amount of time people spent watching The Roku Channel nearly doubled year over year last quarter.</p><p>The connected TV market also seems to be at a tipping point as <b>Disney</b>+ and <b>Netflix </b>are both launching their own ad-based tiers. That should be a long-term earnings driver for Roku, as it typically takes 30% of the ad inventory from streaming services on its platform.</p><p>Based on 2021&#39;s earnings per share of $1.71, Roku trades at a price-to-earnings ratio of just 31. The company won&#39;t get back to that profitability level for a while, but it is more than capable of doing it over time, especially as it is arguably squandering resources on questionable pursuits like smart home devices and even The Roku Channel, which makes it a direct competitor with its streaming partners.</p><p>Roku has a powerful position in the fast-growing connected TV ad market, and that should pay off when advertising spending rebounds again in the next bull market. With Roku&#39;s market cap now at less than $8 billion, the stock looks like a steal.</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>These 2 High-Growth Stocks Might Never Be This Cheap Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 2 High-Growth Stocks Might Never Be This Cheap Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/24/2-high-growth-stocks-might-never-be-this-cheap/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're an industry disruptor, 2022 has probably been a bad year for you.Take Airbnb and Roku. Both companies are disrupting massive industries -- hotels and television, respectively. Their two ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/24/2-high-growth-stocks-might-never-be-this-cheap/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2022/11/24/2-high-growth-stocks-might-never-be-this-cheap/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285851381","content_text":"If you're an industry disruptor, 2022 has probably been a bad year for you.Take Airbnb and Roku. Both companies are disrupting massive industries -- hotels and television, respectively. Their two stocks were soaring as we came into 2022, but since then, they've gotten crushed, underperforming the S&P 500 significantly year to date.ABNB data by YChartsHowever, both of these companies continue to disrupt their respective industries, and both stocks have a lot of upside potential from their current prices. Here's why shares of these two growth stocks may never be this cheap again.1. Airbnb: Changing the way we travelAirbnb is different from most growth stocks in the market. First, it struggled in the early stages of the pandemic, but it has thrived in the economic reopening. Through the first three quarters of 2022, its revenue was up 46% year over year to $6.5 billion.Another thing that differentiates Airbnb from its growth stock peers is that it's highly profitable. It laid off a quarter of its employees early in the pandemic, and profitability soared as the travel market rebounded. In the third quarter -- its peak season -- Airbnb's profit margin was 42%, and over the last four quarters, its profit margin was 20%. Those metrics should improve as the company grows.So Airbnb is growing fast and is highly profitable, but its stock is also reasonably priced. Currently, Airbnb trades at a price-to-earnings ratio of just 41, only a bit more expensive than many slow-growth stocks in the consumer staples sector.Investors seem to be pricing the stock as if they think the rebound in the travel market will quickly fizzle, and Airbnb's fourth-quarter guidance gave investors pause as it called for revenue growth of 17% to 23%. The stock sold off following the earnings report.While the company's growth rate is likely to moderate from the 46% it has achieved so far this year, Airbnb looks well-positioned to gain market share in the travel industry as trends like remote work continue to drive a shift toward home-sharing. Airbnb is also better equipped to handle recessions than its hotel-operating rivals because its inventory can more rapidly adjust to changes in demand. For example, single-room listings jumped by 31% in the most recent quarter as people around the world look for ways to earn some extra money to help them cope with high inflation.With its cheap valuation and long-term growth potential, Airbnb stock looks well-positioned to soar when market sentiment shifts.2. Roku: The streaming platform faces a growth slowdownIn contrast to Airbnb, Roku stock skyrocketed during the earlier phases of the pandemic as demand for streaming video services surged. However, it began to slide in the summer of 2021, and 2022 brought something of a reckoning for the company.Revenue growth slowed as the advertising demand pulled back, a trend across the industry that is hitting digital ad giants like Alphabet and Meta Platforms as well. At the same time, Roku ramped up spending in sales and marketing, research and development, and other areas. As a result, after delivering solid profits in 2021, it posted wide losses this year.However, like with Airbnb, the long-term story for Roku remains intact. It's the leading streaming platform in the U.S. thanks to its stand-alone devices and its partnerships with television manufacturers. In the third quarter, it was once again the No. 1-selling smart TV operating system in the U.S., and it's also making headway in international markets. It recently launched in Germany and Australia, and it's now the No. 2 smart TV operating system in Mexico.Despite the advertising market headwinds, Roku's user base continues to grow. In the third quarter, active accounts rose by 16% year over year to 65.4 million, and hours streamed increased by 21% to 21.9 billion. Additionally, the amount of time people spent watching The Roku Channel nearly doubled year over year last quarter.The connected TV market also seems to be at a tipping point as Disney+ and Netflix are both launching their own ad-based tiers. That should be a long-term earnings driver for Roku, as it typically takes 30% of the ad inventory from streaming services on its platform.Based on 2021's earnings per share of $1.71, Roku trades at a price-to-earnings ratio of just 31. The company won't get back to that profitability level for a while, but it is more than capable of doing it over time, especially as it is arguably squandering resources on questionable pursuits like smart home devices and even The Roku Channel, which makes it a direct competitor with its streaming partners.Roku has a powerful position in the fast-growing connected TV ad market, and that should pay off when advertising spending rebounds again in the next bull market. With Roku's market cap now at less than $8 billion, the stock looks like a steal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966902426,"gmtCreate":1669367480365,"gmtModify":1676538189643,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Up up up all the way!!&nbsp;[Cool]&nbsp;","listText":"Up up up all the way!!&nbsp;[Cool]&nbsp;","text":"Up up up all the way!! [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966902426","repostId":"1120308580","repostType":2,"repost":{"id":"1120308580","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1669367044,"share":"https://ttm.financial/m/news/1120308580?lang=&edition=fundamental","pubTime":"2022-11-25 17:04","market":"us","language":"en","title":"Tesla Shares Climbed Another 1.5% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1120308580","media":"Tiger Newspress","summary":"Tesla shares climbed another 1.5% in premarket trading after jumping 7.8% last trading day.Citi anal","content":"<html><head></head><body><p>Tesla shares climbed another 1.5% in premarket trading after jumping 7.8% last trading day.</p><p><img src=\"https://static.tigerbbs.com/3b2fa2dc04411661c94363d627bb5419\" tg-width=\"840\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Citi analyst Itay Michaeli upgraded <b>Tesla</b> to Neutral from Sell with a price target of $176, up from $141.33. The year-to-date pullback in the shares has &#34;balanced out&#34; the near-term risk/reward, Michaeli tells investors in a research note.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Climbed Another 1.5% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Shares Climbed Another 1.5% 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\">2022-11-25 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares climbed another 1.5% in premarket trading after jumping 7.8% last trading day.</p><p><img src=\"https://static.tigerbbs.com/3b2fa2dc04411661c94363d627bb5419\" tg-width=\"840\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Citi analyst Itay Michaeli upgraded <b>Tesla</b> to Neutral from Sell with a price target of $176, up from $141.33. The year-to-date pullback in the shares has &#34;balanced out&#34; the near-term risk/reward, Michaeli tells investors in a research note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120308580","content_text":"Tesla shares climbed another 1.5% in premarket trading after jumping 7.8% last trading day.Citi analyst Itay Michaeli upgraded Tesla to Neutral from Sell with a price target of $176, up from $141.33. The year-to-date pullback in the shares has \"balanced out\" the near-term risk/reward, Michaeli tells investors in a research note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963276462,"gmtCreate":1668704367557,"gmtModify":1676538100261,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Buy buy buy!&nbsp;","listText":"Buy buy buy!&nbsp;","text":"Buy buy buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963276462","repostId":"1151827718","repostType":2,"repost":{"id":"1151827718","kind":"news","pubTimestamp":1668671413,"share":"https://ttm.financial/m/news/1151827718?lang=&edition=fundamental","pubTime":"2022-11-17 15:50","market":"sg","language":"en","title":"Singapore Firm Weighs $146 Million IPO, Ending Listing Drought","url":"https://stock-news.laohu8.com/highlight/detail?id=1151827718","media":"Bloomberg","summary":"Legend Logistics is working with advisers on planned offeringFirst-time share sale could take place ","content":"<html><head></head><body><ul><li>Legend Logistics is working with advisers on planned offering</li><li>First-time share sale could take place as early as next year</li></ul><p>(Bloomberg) -- Legend Logistics Ltd. is exploring an initial public offering in Singapore to raise as much as S$200 million ($146 million), according to people with knowledge of the matter, in what would be the largest IPO in the city-state in nearly a year.</p><p>The logistics firm is working with financial advisers on the potential first-time share sale, said the people. A listing could take place as soon as 2023, said the people, who asked not to be identified as the process is private.</p><p>Deliberations are ongoing and the size and timing of the IPO could still change, the people said. Representatives for Legend Logistics didn’t immediately respond to calls or emails requesting comment.</p><p>The offering would boost the first-time share sale market in Singapore, which has hosted only $348 million worth of IPOs this year, down 15% from the same period a year earlier, according to data compiled by Bloomberg. At $146 million, Legend’s offering would be the biggest in the city-state since Digital Core REIT Management Pte raised $647 million in an IPO in November 2021.</p><p>Founded in 2012, Legend is a one-stop logistics provider for heavy haulage, bulk liquid, dry commodities, perishable products and oversized cargos, according to its website. The Singapore-headquartered company operates in 10 countries and has regional offices in Asia, Oceania and Europe.</p><p></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Firm Weighs $146 Million IPO, Ending Listing Drought</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\">\nSingapore Firm Weighs $146 Million IPO, Ending Listing Drought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 15:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-17/singapore-firm-weighs-146-million-ipo-ending-listing-drought><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legend Logistics is working with advisers on planned offeringFirst-time share sale could take place as early as next year(Bloomberg) -- Legend Logistics Ltd. is exploring an initial public offering in...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-17/singapore-firm-weighs-146-million-ipo-ending-listing-drought\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-17/singapore-firm-weighs-146-million-ipo-ending-listing-drought","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151827718","content_text":"Legend Logistics is working with advisers on planned offeringFirst-time share sale could take place as early as next year(Bloomberg) -- Legend Logistics Ltd. is exploring an initial public offering in Singapore to raise as much as S$200 million ($146 million), according to people with knowledge of the matter, in what would be the largest IPO in the city-state in nearly a year.The logistics firm is working with financial advisers on the potential first-time share sale, said the people. A listing could take place as soon as 2023, said the people, who asked not to be identified as the process is private.Deliberations are ongoing and the size and timing of the IPO could still change, the people said. Representatives for Legend Logistics didn’t immediately respond to calls or emails requesting comment.The offering would boost the first-time share sale market in Singapore, which has hosted only $348 million worth of IPOs this year, down 15% from the same period a year earlier, according to data compiled by Bloomberg. At $146 million, Legend’s offering would be the biggest in the city-state since Digital Core REIT Management Pte raised $647 million in an IPO in November 2021.Founded in 2012, Legend is a one-stop logistics provider for heavy haulage, bulk liquid, dry commodities, perishable products and oversized cargos, according to its website. The Singapore-headquartered company operates in 10 countries and has regional offices in Asia, Oceania and Europe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963879863,"gmtCreate":1668651175452,"gmtModify":1676538090984,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Kinda stalemate going ahead to get any laws done&nbsp;[Facepalm]&nbsp;","listText":"Kinda stalemate going ahead to get any laws done&nbsp;[Facepalm]&nbsp;","text":"Kinda stalemate going ahead to get any laws done [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963879863","repostId":"1126477238","repostType":4,"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960871207,"gmtCreate":1668130388609,"gmtModify":1676538017451,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"I ll stick with my fav apple all the way :)","listText":"I ll stick with my fav apple all the way :)","text":"I ll stick with my fav apple all the way :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960871207","repostId":"1151474620","repostType":2,"repost":{"id":"1151474620","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1668093620,"share":"https://ttm.financial/m/news/1151474620?lang=&edition=fundamental","pubTime":"2022-11-10 23:20","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Meta, Google, Coinbase, Rivian, Roblox, Walmart and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1151474620","media":"Tiger Newspress","summary":"Here are Thursday’s biggest calls on Wall Street:JPMorgan downgrades Roblox to neutral from overweig","content":"<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h2>JPMorgan downgrades Roblox to neutral from overweight</h2><p>JPMorgan downgraded the stock after Roblox’s earnings report, noting it now sees “modest” sales growth.</p><blockquote>“Our previous view on Roblox was that an improving y/y bookings rate could drive continued outperformance in shares.”</blockquote><h2>Jefferies reiterates Target and Walmart as buy</h2><p>Jefferies said its survey checks indicate sales growth has accelerated ahead of earnings for Target and Walmart next week.</p><blockquote>“Ahead of TGT and WMT’s Q3 prints next week, we are launching eCommerce indicators to predict TGT digital and WMT U.S. eCommerce sales Y/ Y. Based on our indicators, both companies’ online sales growth accelerated in Q3, TGT: ~20% vs. 9% in Q2; WMT: up more than 13% vs. 12% in Q2.”</blockquote><h2>Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley said on Thursday that it sees a “hardware subscription as a key catalyst to transition the market towards an LTV-based valuation for Apple.”</p><blockquote>″...and given the stronger than expected hardware subscription adoption intentions, we make our updated $235 LTV (loan to value) valuation our newApplebull case valuation.”</blockquote><h2>Wolfe downgrades General Motors to peer perform from outperform</h2><p>Wolfe downgraded the stock due to “pricing concerns.”</p><blockquote>“Our rationale was that GM should have more valuation support from SOTP (Cruise) and growth opportunities (with significant competitive advantages) that they have been building in EVs.”</blockquote><h2>UBS downgrades Altria to sell from neutral</h2><p>UBS said in its downgrade of the tobacco company that it sees other names better positioned elsewhere in the firm’s coverage.</p><blockquote>“Despite its 2023E 8.3% dividend yield and $1.8bn buyback, we expect MO to underperform the sector.”</blockquote><h2>Morgan Stanley reiterates Rivian as overweight</h2><p>Morgan Stanley said the electric vehicle is a good investment alternative to Tesla.</p><blockquote>“We believe RIVN may continue to benefit from customers who want to stand out from Tesla ubiquity.”</blockquote><h2>JPMorgan names Canadian Pacific a top pick</h2><p>JPMorgan said shares of the railroad company have more room to run.</p><blockquote>“Canadian Pacific already broke its all-time monthly tonnage record for grain shipments in October after delivering +9.8% YoY volume growth in 3Q22 on strong potash and intermodal shipments.”</blockquote><h2>Credit Suisse downgrades Hanesbrands to neutral from outperform</h2><p>Credit Suisse said that the underwear company’s recovery will take longer than expected.</p><blockquote>“What’s unique about HBI is: 1) HBI owns its manufacturing, and has more near-term deleverage on its manufacturing facilities vs most peers, and 2) the balance sheet…burning $400m of cash from ops ahead of a potentially worsening macro makes the equity challenging to embrace in the near-term.”</blockquote><h2>Loop upgrades Palo Alto Networks to buy from hold</h2><p>Loop said in its upgrade of the stock that it sees “accelerating momentum.”</p><blockquote>“Our most recent industry checks indicate that PANW’s enterprise business is showing signs of accelerating momentum driven by an increase in large deal activity.”</blockquote><h2>Loop reiterates Alphabet as buy</h2><p>Loop called the internet giant a “secular growth blue chip with fortress moat and minimal premium to S&amp;P.”</p><blockquote>“We think the core search franchise will remain resilient compared to other forms of advertising and view GOOGL shares as highly attractive at current levels.”</blockquote><h2>Bank of America downgrades Silvergate to neutral from buy</h2><p>Bank of America said that Silvergate is losing it’s first mover advantage.</p><blockquote>“Binance’s announced acquisition of FTX (which subsequently fell through, according to Binance press release) amid rumored liquidity concerns, according the press, is a black eye on the broader crypto market.”</blockquote><h2>Oppenheimer reiterates Coinbase as outperform</h2><p>Oppenheimer said it’s standing by shares ofCoinbasebut that the crypto sector at large is having “Lehman moment.”</p><blockquote>“The crypto industry has been going through a calamitous hurricane from the fallout of FTX. It has turned from a Bear Stearns moment when Binance signed a non-binding LOI (letter of intent), to a Lehman Brothers moment when Binance walked away from the deal one day after.”</blockquote><h2>Bank of America downgrades Upstart to underperform from neutral</h2><p>Bank of America downgraded the consumer lending company and cited a tough macro environment.</p><blockquote>“Although UPST’s business model has shown tremendous growth in a benign credit environment, we are concerned about the company’s ability to perform in an environment of rising rates and defaults.”</blockquote><h2>Wedbush removes Tesla from the best ideas list</h2><p>Wedbush removed the stock from its best ideas list and says it’s becoming “increasingly challenged.”</p><blockquote>“This morning we are removing Tesla from the Wedbush Best Ideas list as our near-term view of this name is increasingly becoming more challenged.”</blockquote><h2>JPMorgan downgrades Vacasa to neutral from overweight</h2><p>JPMorgan said in its downgrade of the vacation booking company that trends appear soft.</p><blockquote>“We are downgrading VCSA shares to Neutral coming out of 3Q as the print raised a few concerns heading into 2023.”</blockquote><h2>Raymond James upgrades Activision Blizzard to outperform from market perform</h2><p>Raymond James said it sees an attractive risk/reward outlook for the stock.</p><blockquote>“In the nine months since, however, trends in the core business have improved significantly, making a price drop on a deal break less precipitous for a standalone ATVI share price. As we still believe the deal will close as proposed, we see risk/reward as having shifted solidly to the positive.”</blockquote><h2>Bank of America reiterates Meta as neutral</h2><p>Bank of America said it’s encouraged by the new “cost focus” at Meta as the company cuts jobs.</p><blockquote>“We are encouraged to seeMetarationalizing its cost base, which seemed large even for attractive market conditions.”</blockquote><h2>Evercore IS adds a negative tactical call on Target</h2><p>Evercore added a negative tactical call on shares of Target heading into earnings next week, noting it sees the company posting a miss.</p><blockquote>“We are Initiating a negative Tactical Trading Call on TGT ahead of its 3Q earnings on 11/16 . We see Target posting a miss and lower 3Q reflecting 1) our view that comps are likely in a relatively modest 2-2.5% range, product mix is likely a headwind, and there is further work to clear inventory after a 6+ month build up.”</blockquote></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>Top Calls on Wall Street: Apple, Tesla, Meta, Google, Coinbase, Rivian, Roblox, Walmart and More</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\">\nTop Calls on Wall Street: Apple, Tesla, Meta, Google, Coinbase, Rivian, Roblox, Walmart and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-10 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h2>JPMorgan downgrades Roblox to neutral from overweight</h2><p>JPMorgan downgraded the stock after Roblox’s earnings report, noting it now sees “modest” sales growth.</p><blockquote>“Our previous view on Roblox was that an improving y/y bookings rate could drive continued outperformance in shares.”</blockquote><h2>Jefferies reiterates Target and Walmart as buy</h2><p>Jefferies said its survey checks indicate sales growth has accelerated ahead of earnings for Target and Walmart next week.</p><blockquote>“Ahead of TGT and WMT’s Q3 prints next week, we are launching eCommerce indicators to predict TGT digital and WMT U.S. eCommerce sales Y/ Y. Based on our indicators, both companies’ online sales growth accelerated in Q3, TGT: ~20% vs. 9% in Q2; WMT: up more than 13% vs. 12% in Q2.”</blockquote><h2>Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley said on Thursday that it sees a “hardware subscription as a key catalyst to transition the market towards an LTV-based valuation for Apple.”</p><blockquote>″...and given the stronger than expected hardware subscription adoption intentions, we make our updated $235 LTV (loan to value) valuation our newApplebull case valuation.”</blockquote><h2>Wolfe downgrades General Motors to peer perform from outperform</h2><p>Wolfe downgraded the stock due to “pricing concerns.”</p><blockquote>“Our rationale was that GM should have more valuation support from SOTP (Cruise) and growth opportunities (with significant competitive advantages) that they have been building in EVs.”</blockquote><h2>UBS downgrades Altria to sell from neutral</h2><p>UBS said in its downgrade of the tobacco company that it sees other names better positioned elsewhere in the firm’s coverage.</p><blockquote>“Despite its 2023E 8.3% dividend yield and $1.8bn buyback, we expect MO to underperform the sector.”</blockquote><h2>Morgan Stanley reiterates Rivian as overweight</h2><p>Morgan Stanley said the electric vehicle is a good investment alternative to Tesla.</p><blockquote>“We believe RIVN may continue to benefit from customers who want to stand out from Tesla ubiquity.”</blockquote><h2>JPMorgan names Canadian Pacific a top pick</h2><p>JPMorgan said shares of the railroad company have more room to run.</p><blockquote>“Canadian Pacific already broke its all-time monthly tonnage record for grain shipments in October after delivering +9.8% YoY volume growth in 3Q22 on strong potash and intermodal shipments.”</blockquote><h2>Credit Suisse downgrades Hanesbrands to neutral from outperform</h2><p>Credit Suisse said that the underwear company’s recovery will take longer than expected.</p><blockquote>“What’s unique about HBI is: 1) HBI owns its manufacturing, and has more near-term deleverage on its manufacturing facilities vs most peers, and 2) the balance sheet…burning $400m of cash from ops ahead of a potentially worsening macro makes the equity challenging to embrace in the near-term.”</blockquote><h2>Loop upgrades Palo Alto Networks to buy from hold</h2><p>Loop said in its upgrade of the stock that it sees “accelerating momentum.”</p><blockquote>“Our most recent industry checks indicate that PANW’s enterprise business is showing signs of accelerating momentum driven by an increase in large deal activity.”</blockquote><h2>Loop reiterates Alphabet as buy</h2><p>Loop called the internet giant a “secular growth blue chip with fortress moat and minimal premium to S&amp;P.”</p><blockquote>“We think the core search franchise will remain resilient compared to other forms of advertising and view GOOGL shares as highly attractive at current levels.”</blockquote><h2>Bank of America downgrades Silvergate to neutral from buy</h2><p>Bank of America said that Silvergate is losing it’s first mover advantage.</p><blockquote>“Binance’s announced acquisition of FTX (which subsequently fell through, according to Binance press release) amid rumored liquidity concerns, according the press, is a black eye on the broader crypto market.”</blockquote><h2>Oppenheimer reiterates Coinbase as outperform</h2><p>Oppenheimer said it’s standing by shares ofCoinbasebut that the crypto sector at large is having “Lehman moment.”</p><blockquote>“The crypto industry has been going through a calamitous hurricane from the fallout of FTX. It has turned from a Bear Stearns moment when Binance signed a non-binding LOI (letter of intent), to a Lehman Brothers moment when Binance walked away from the deal one day after.”</blockquote><h2>Bank of America downgrades Upstart to underperform from neutral</h2><p>Bank of America downgraded the consumer lending company and cited a tough macro environment.</p><blockquote>“Although UPST’s business model has shown tremendous growth in a benign credit environment, we are concerned about the company’s ability to perform in an environment of rising rates and defaults.”</blockquote><h2>Wedbush removes Tesla from the best ideas list</h2><p>Wedbush removed the stock from its best ideas list and says it’s becoming “increasingly challenged.”</p><blockquote>“This morning we are removing Tesla from the Wedbush Best Ideas list as our near-term view of this name is increasingly becoming more challenged.”</blockquote><h2>JPMorgan downgrades Vacasa to neutral from overweight</h2><p>JPMorgan said in its downgrade of the vacation booking company that trends appear soft.</p><blockquote>“We are downgrading VCSA shares to Neutral coming out of 3Q as the print raised a few concerns heading into 2023.”</blockquote><h2>Raymond James upgrades Activision Blizzard to outperform from market perform</h2><p>Raymond James said it sees an attractive risk/reward outlook for the stock.</p><blockquote>“In the nine months since, however, trends in the core business have improved significantly, making a price drop on a deal break less precipitous for a standalone ATVI share price. As we still believe the deal will close as proposed, we see risk/reward as having shifted solidly to the positive.”</blockquote><h2>Bank of America reiterates Meta as neutral</h2><p>Bank of America said it’s encouraged by the new “cost focus” at Meta as the company cuts jobs.</p><blockquote>“We are encouraged to seeMetarationalizing its cost base, which seemed large even for attractive market conditions.”</blockquote><h2>Evercore IS adds a negative tactical call on Target</h2><p>Evercore added a negative tactical call on shares of Target heading into earnings next week, noting it sees the company posting a miss.</p><blockquote>“We are Initiating a negative Tactical Trading Call on TGT ahead of its 3Q earnings on 11/16 . We see Target posting a miss and lower 3Q reflecting 1) our view that comps are likely in a relatively modest 2-2.5% range, product mix is likely a headwind, and there is further work to clear inventory after a 6+ month build up.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CP":"加拿大太平洋铁路","AAPL":"苹果","WMT":"沃尔玛","GOOG":"谷歌","RBLX":"Roblox Corporation","UPST":"Upstart Holdings, Inc.","TGT":"塔吉特","VCSA":"Vacasa Inc.","GOOGL":"谷歌A","META":"Meta Platforms, Inc.","PANW":"Palo Alto Networks","MO":"奥驰亚","ATVI":"动视暴雪","RIVN":"Rivian Automotive, Inc.","GM":"通用汽车","COIN":"Coinbase Global, Inc.","HBI":"哈尼斯品牌服装","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151474620","content_text":"Here are Thursday’s biggest calls on Wall Street:JPMorgan downgrades Roblox to neutral from overweightJPMorgan downgraded the stock after Roblox’s earnings report, noting it now sees “modest” sales growth.“Our previous view on Roblox was that an improving y/y bookings rate could drive continued outperformance in shares.”Jefferies reiterates Target and Walmart as buyJefferies said its survey checks indicate sales growth has accelerated ahead of earnings for Target and Walmart next week.“Ahead of TGT and WMT’s Q3 prints next week, we are launching eCommerce indicators to predict TGT digital and WMT U.S. eCommerce sales Y/ Y. Based on our indicators, both companies’ online sales growth accelerated in Q3, TGT: ~20% vs. 9% in Q2; WMT: up more than 13% vs. 12% in Q2.”Morgan Stanley reiterates Apple as overweightMorgan Stanley said on Thursday that it sees a “hardware subscription as a key catalyst to transition the market towards an LTV-based valuation for Apple.”″...and given the stronger than expected hardware subscription adoption intentions, we make our updated $235 LTV (loan to value) valuation our newApplebull case valuation.”Wolfe downgrades General Motors to peer perform from outperformWolfe downgraded the stock due to “pricing concerns.”“Our rationale was that GM should have more valuation support from SOTP (Cruise) and growth opportunities (with significant competitive advantages) that they have been building in EVs.”UBS downgrades Altria to sell from neutralUBS said in its downgrade of the tobacco company that it sees other names better positioned elsewhere in the firm’s coverage.“Despite its 2023E 8.3% dividend yield and $1.8bn buyback, we expect MO to underperform the sector.”Morgan Stanley reiterates Rivian as overweightMorgan Stanley said the electric vehicle is a good investment alternative to Tesla.“We believe RIVN may continue to benefit from customers who want to stand out from Tesla ubiquity.”JPMorgan names Canadian Pacific a top pickJPMorgan said shares of the railroad company have more room to run.“Canadian Pacific already broke its all-time monthly tonnage record for grain shipments in October after delivering +9.8% YoY volume growth in 3Q22 on strong potash and intermodal shipments.”Credit Suisse downgrades Hanesbrands to neutral from outperformCredit Suisse said that the underwear company’s recovery will take longer than expected.“What’s unique about HBI is: 1) HBI owns its manufacturing, and has more near-term deleverage on its manufacturing facilities vs most peers, and 2) the balance sheet…burning $400m of cash from ops ahead of a potentially worsening macro makes the equity challenging to embrace in the near-term.”Loop upgrades Palo Alto Networks to buy from holdLoop said in its upgrade of the stock that it sees “accelerating momentum.”“Our most recent industry checks indicate that PANW’s enterprise business is showing signs of accelerating momentum driven by an increase in large deal activity.”Loop reiterates Alphabet as buyLoop called the internet giant a “secular growth blue chip with fortress moat and minimal premium to S&P.”“We think the core search franchise will remain resilient compared to other forms of advertising and view GOOGL shares as highly attractive at current levels.”Bank of America downgrades Silvergate to neutral from buyBank of America said that Silvergate is losing it’s first mover advantage.“Binance’s announced acquisition of FTX (which subsequently fell through, according to Binance press release) amid rumored liquidity concerns, according the press, is a black eye on the broader crypto market.”Oppenheimer reiterates Coinbase as outperformOppenheimer said it’s standing by shares ofCoinbasebut that the crypto sector at large is having “Lehman moment.”“The crypto industry has been going through a calamitous hurricane from the fallout of FTX. It has turned from a Bear Stearns moment when Binance signed a non-binding LOI (letter of intent), to a Lehman Brothers moment when Binance walked away from the deal one day after.”Bank of America downgrades Upstart to underperform from neutralBank of America downgraded the consumer lending company and cited a tough macro environment.“Although UPST’s business model has shown tremendous growth in a benign credit environment, we are concerned about the company’s ability to perform in an environment of rising rates and defaults.”Wedbush removes Tesla from the best ideas listWedbush removed the stock from its best ideas list and says it’s becoming “increasingly challenged.”“This morning we are removing Tesla from the Wedbush Best Ideas list as our near-term view of this name is increasingly becoming more challenged.”JPMorgan downgrades Vacasa to neutral from overweightJPMorgan said in its downgrade of the vacation booking company that trends appear soft.“We are downgrading VCSA shares to Neutral coming out of 3Q as the print raised a few concerns heading into 2023.”Raymond James upgrades Activision Blizzard to outperform from market performRaymond James said it sees an attractive risk/reward outlook for the stock.“In the nine months since, however, trends in the core business have improved significantly, making a price drop on a deal break less precipitous for a standalone ATVI share price. As we still believe the deal will close as proposed, we see risk/reward as having shifted solidly to the positive.”Bank of America reiterates Meta as neutralBank of America said it’s encouraged by the new “cost focus” at Meta as the company cuts jobs.“We are encouraged to seeMetarationalizing its cost base, which seemed large even for attractive market conditions.”Evercore IS adds a negative tactical call on TargetEvercore added a negative tactical call on shares of Target heading into earnings next week, noting it sees the company posting a miss.“We are Initiating a negative Tactical Trading Call on TGT ahead of its 3Q earnings on 11/16 . We see Target posting a miss and lower 3Q reflecting 1) our view that comps are likely in a relatively modest 2-2.5% range, product mix is likely a headwind, and there is further work to clear inventory after a 6+ month build up.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987474467,"gmtCreate":1667977741759,"gmtModify":1676537993749,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987474467","repostId":"1119565865","repostType":2,"repost":{"id":"1119565865","kind":"news","pubTimestamp":1667970397,"share":"https://ttm.financial/m/news/1119565865?lang=&edition=fundamental","pubTime":"2022-11-09 13:06","market":"us","language":"en","title":"Palantir: -11.48% After Earnings, And My Investment Thesis Is Changing","url":"https://stock-news.laohu8.com/highlight/detail?id=1119565865","media":"Seeking Alpha","summary":"SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenu","content":"<html><head></head><body><h2>Summary</h2><ul><li>My investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.</li><li>Palantir Technologies has significantly declining margins and it is generating less cash from operations off more revenue, which is concerning.</li><li>I plan on adding to my position and dollar cost averaging, as Palantir has increased its customer base by 134 YoY and now has other positives, such as an interesting valuation.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f6cfa718e8398417ea21d2c4e2d8712\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>I was very critical of Palantir Technologies Inc. (NYSE:PLTR) after their Q2 earnings call in August, which was reflected in my article, where I went from bullish to neutral inthe blink of an eye. I indicated that I was still bullish on the company&#39;s business prospects, but was disappointed with how Alex Karp&#39;s (Palantir CEO) commentary and how he conducted himself. After listening to the conference call and reading through the presentation, press release, and Alex Karp&#39;s letter to shareholders, I believed there were many things to like, but the original thesis he outlined was changing.</p><p>Since 2022 isn&#39;t playing out according to plan, I need to take a step back and recalculate my projections. Thankfully, the Q3 conference call on 7 November went much better than Q2&#39;s, but the results weren&#39;t overwhelmingly good. For all of the powerful slides of information embedded within the presentation, the bottom line is that Palantir&#39;s revenue growth won&#39;t hit Alek Karp&#39;s projections, and their margins are being impacted. This is causing the narrative to change. PLTR could still become a great long-term investment, but in the short term, I think shareholders will need to endure unwanted volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bce4c6da47a33baf858c7b09566bba8\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><h2>The ugly part of Q3 and how it is making my projections change</h2><p>In Q2 of 2021, PLTR reinforced their long-term outlook of 30%+ revenue growth for 2021 and the next 4 years, bringing them through 2025. PLTR had projected that its 2021 Adjusted FCF (free cash flow) would exceed $300 million in 2021, which would be a 100% increase from its previous outlook. I dislike adjusted numbers and would rather look at straight FCF, which is cash from operations minus CapEx or purchases of property and equipment. In 2021, PLTR ended the year generating $1.54 billion in revenue and $321.22 million of FCF for an FCF margin of 20.83%.</p><p>I built a model based on PLTR&#39;s commentary and their 2021 FCF margin. In my model, which is below, I had PLTR&#39;s revenue grow by 30% through 2025, then drop down to 25%, 22%, 19%, 17%, and 15% from years 2026 - 2030. Based on 2021&#39;s FCF margin of 20.83%, if these revenue growth numbers were in the ballpark, PLTR would have generated $2.53 billion of FCF in 2030 from $12.16 billion of revenue. Based on a 25x FCF multiple, PLTR would have a $63.30 billion market cap; at a 35x multiple, PLTR would have an $88.62 billion market; and at a 45x multiple, PLTR would have a $113.94 billion market cap. While Q2 made me switch my view because I was worried about how PLTR would be perceived by potential customers, the future looked interesting as there was a clear roadmap to a much larger market cap into 2030 than PLTR had today. All of this ended after the Q3 2022 conference call, and I now need to build a new model.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83ae01fb83faa817f70110891f770c9b\" tg-width=\"640\" tg-height=\"66\" referrerpolicy=\"no-referrer\"/><span>Steven Fiorillo, Palantir, Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d239d9dac695fda355bc570b6c2ea77\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>I can no longer use the model I previously based my investment thesis around because PLTR&#39;s projections for revenue growth in 2022 have changed, and their margins have decreased significantly. PLTR is now guiding for $1.9 billion of revenue as its midpoint for the fiscal year of 2022. This is a YoY increase of $359.10 million, which is a 23.29% growth rate. The other issue is that PLTR&#39;s FCF margin has declined in the first 9-months of operations from 21.07% in 2021 to 7.86% in 2022. In the first 9 months of operations in 2021, PLTR generated $1.11 billion of revenue and $233.64 million of FCF for a 21.07% FCF margin. YTD over the first 9 months of 2022, PLR&#39;s revenue has increased by 25.99% YoY ($288.23 million) to $1.4 billion, but its cash from operations has declined by -$95.45 million (-39.70%), and their CapEx has increased by $28.33 million (417.60%), placing its FCF at $109.87 million. PLTR&#39;s FCF margin has declined by -13.20 percentage points to 7.86% from 21.07% YoY. As an investor, I need to readjust my investment thesis based on the new information and determine if 2022 is an anomaly or a new normal.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3d97f8eea6c89e38d0b039fe76b44b0\" tg-width=\"640\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>I built 2 models to see where PLTR&#39;s numbers could go. My original cash flow projection called for $2.53 billion of FCF from $12.16 billion of revenue in 2030 based on 2021&#39;s FCF margin, and my revenue assumptions extrapolated past the 2025 projection from PLTR. In model 1, I chalked 2022 up to an anomaly. If I keep the revenue growth rate the same from 2023-2030 and the FCF margin the same as my previous figures, PLTR will generate $10.2 billion of revenue and $2.12 billion of FCF in 2030.</p><p>In model 2, I made the assumption that PLTR&#39;s revenue growth is downhill from here, and the entire thesis needs to change. 2022 is now projected to be a 23.29% YoY revenue growth rate for PLTR, so I projected accordingly. Instead of 30% growth rates for 2023 - 2025 ,I placed them at 20%, 20%, and 18%. Then I scaled down to 16%, 14%, 12%, 10%, and 8% for years 2026 - 2030. I completely speculated on the FCF margin and placed it at 10% for 2022, and looked at a 15% FCF margin for 2030. Based on these projections, PLTR would generate $5.68 billion of revenue in 2030 and produce $852.54 million of FCF.</p><p>I don&#39;t have a crystal ball, so I don&#39;t know which model is more accurate, but 2022 isn&#39;t what PLTR had hoped for, and it&#39;s certainly not what I had hoped for. PLTR is generating less cash from operations, and its margins are declining, especially its FCF margin. As an investor, I want to see as much cash and FCF generated from operations as possible, and if its revenue is increasing, I would hope that PLTR is generating additional cash from operations. There isn&#39;t enough data yet for me to lean in either direction, and I want to see how Q4 turns out and what the first half of 2023 looks like prior to making any decisions. While I still think PLTR has a lot of potential, its numbers have deflated my investment thesis, and I am not nearly as enthusiastic as I once was.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35b01bc10374ca97fc6d7dd4f131c7aa\" tg-width=\"640\" tg-height=\"147\" referrerpolicy=\"no-referrer\"/><span>Steven Fiorillo, Palantir, Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c52c2f63ca61a261775c95bca20c753b\" tg-width=\"640\" tg-height=\"871\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>The other aspect I am not thrilled about is PLTR&#39;s stock-based compensation (&#34;SBCU&#34;), but not for the reasons you may suspect. PLTR is a growth company and they are competing against Microsoft (MSFT), Alphabet (GOOG,GOOGL), and the rest of Silicon Valley for software engineers, in addition to every other company for quality salespeople. I would much rather have PLTR tap the equity markets and issue stock-based compensation to fuel its growth instead of tapping the debt markets. I am willing to undergo some dilution for this as many other successful companies, including Tesla (TSLA), have operated in this fashion.</p><p>The problem is that there is no clear picture of how stock-based compensation is awarded to its employees. We see the line items of where it&#39;s expensed to, but we don&#39;t know how it&#39;s distributed. In the first 9 months of operations in 2022, stock-based comp has declined -$175.91 million (-28.78%) to $435.40 million YoY, and in Q3, it declined by -$44.53 million (-24.09%) to $140.31 million YoY. While PLTR is utilizing stock-based comp less and less, operationally, PLTR isn&#39;t hitting its metrics. Revenue growth is slowing and is projected to come in at 23.29% rather than 30% YoY in 2022, and net dollar retention is stalled at 119% for 2 quarters in a row.</p><p>As a shareholder, I am fine with PLTR as a growth company utilizing stock-based compensation if it&#39;s beneficial to the bottom line. In this case, I am not seeing PLTR deliver operationally, while shareholders are diluted and employees are rewarded with additional shares.</p><h2>By the numbers, 2022 isn&#39;t what I had hoped it would be, Q3 earnings weren&#39;t entirely bad, and Palantir still has tremendous potential, but the real question is, can they capitalize?</h2><p>Businesses look toward testimonials and customer feedback to provide validation for their product or service. When it comes to enterprise software, real-world use cases and an A-list of clients are critical for future growth. Palantir has changed up its marketing strategy and put together an entire conference called FoundryCon, which was tailored to the U.S commercial market and open to shareholders, global customers, the press, and the general public. Following the opening fireside talk between Alex Karp and Mike Allen (Co-Founder of Axios), presentations from the U.S. Space Systems Command and the National Cancer Institute were delivered, in addition to remarks from companies that included Jacobs, Morgan Stanley, Apache, and Tyson Foods.</p><p>Tyson Foods CTO Scott Spradley discussed the strategic outcomes that were achieved through transforming their business and generating $200 million in savings across 20 projects. John Rickerman from Jacobs highlighted that they are on track to save $300,000 annually at one of their sites, which was a 20% savings, and they have 300 sites where the same process can be replicated at. Colonel Jennifer Krolikowski stated that 15,000 people would not have been able to be evacuated from Afghanistan without utilizing PLTR&#39;s software.</p><p>PLTR is driving efficiencies and cost benefits for the largest companies and critical government agencies. PLTR is also one of three companies, which includes Amazon (AMZN) and MSFT, that have IL6 Provisional Authorization from the DOD. PLTR&#39;s testimonials are from the largest and most respected entities, and this certainly has an impact on future clients.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/871aee443bc3808cd89c5fc1e4ba2514\" tg-width=\"640\" tg-height=\"719\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>Once again, Alek Karp put one of the most bullish slides in the Q3 shareholder letter rather than the Q3 presentation. Quite frankly, this slide is something many investors are probably overlooking, and it is critical for the bull thesis. On a TTM basis in Q3 2020, PLTR&#39;s new customer base declined by -29.41%, as they only generated 12 new customers vs. 17 in the year prior. PLTR wasn&#39;t a well-known company in 2020, and for those who knew of PLTR, the common perception was that they were a black box company specializing in platforms for the military-industrial complex.</p><p>PLTR didn&#39;t go public until the fall of 2020, and after they did, their new customer base exploded as more information about PLTR was circulated, and companies saw successful use cases from their industry peers. In 2021 PLTR added 49 additional new customers on a TTM basis in Q3, up 408.33% YoY, as they finished with 61 new customers. In Q3 of 2022, PLTR experienced a huge increase in new customers. PLTR&#39;s new customer base in Q3 of 2022 on a TTM basis grew by 119.67% or 73 new customers YoY to 134.</p><p>I wasn&#39;t thrilled with the net dollar retention being stuck at 119% for 2 consecutive quarters, but seeing the cohort growth in new customers, there will be plenty of chances to upsell customers and add additional functionality to their contracts. Over the last 2 years, PLTR has added 195 new customers, and while new customer growth has decelerated on a percentage basis, it has increased in size YoY. Based on the previous 2 years, PLTR could end up having 450-500 customers by this time next year. If PLTR replicates its 134 new customer growth over the next 12 months, it will put them at 471 customers.</p><p>I was very critical of PLTR&#39;s revenue growth and margins due to the level of stock-based compensation that has been issued, but there is certainly a thesis that the growth hasn&#39;t materialized from their newest customers, and 2022 is an anomaly year from a revenue and margin standpoint.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a0de766ef9082a731f07346df7c55b\" tg-width=\"539\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>No matter how I look at it, PLTR is growing, even though revenue growth will fall short of PLTR&#39;s previous projections. Q3 revenue is up 22% YoY, and the U.S. business is still exploding, as it&#39;s up 31% YoY. In Q3 PLTR&#39;s total contract value closed at $1.3 billion, while they closed 78 deals worth a minimum of $1 million. Of these 78 deals, 32 were at least worth $5 million, and 19 exceeded $10 million. PLTR ended Q3, having closed 273 deals YTD, which is up 63% YoY from 167 in 2021, which drove its total remaining deal value up 14% YoY to $4.1 billion.</p><p>For all of the shortcomings, there are many aspects to build a bullish thesis around. I am not closing the door on PLTR as I can argue a bullish case to myself in the same fashion I can create a doom and gloom scenario. At the end of the day, PLTR has $2.4 billion of cash on the balance sheet with $0 of debt and is well capitalized for the future. PLTR doesn&#39;t have a single concern with rising rates impacting their expenses, and there is a path to profitability and large amounts of FCF in the future. The only questions are, will PLTR continue growing in a similar fashion, and will its new customer base eventually drive additional net dollar retention levels?</p><h2>Conclusion</h2><p>As a reformed PLTR bull, I am currently neutral on the company. I would need to see revenue get back to the 30%+ projection, margins improve, and expenses either stay in-line or decrease to get bullish again.</p><p>That being said, I am not bearish and find Palantir&#39;s current valuation interesting. I plan on adding more shares and dollar cost averaging, as I am not ready to call it a loss and put this investment in the tax-loss harvesting bucket. I need 3 more quarters of data before making a final decision on PLTR, as there is still a path to billions of FCF in 2030, but the current revenue and margin declines are certainly concerning. As PLTR&#39;s numbers have changed, so has my investment thesis, and I will anxiously be awaiting the Q4 earnings report.</p><p><i>This article is written by Steven Fiorillo for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: -11.48% After Earnings, And My Investment Thesis Is Changing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: -11.48% After Earnings, And My Investment Thesis Is Changing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 13:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.Palantir Technologies has significantly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119565865","content_text":"SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.Palantir Technologies has significantly declining margins and it is generating less cash from operations off more revenue, which is concerning.I plan on adding to my position and dollar cost averaging, as Palantir has increased its customer base by 134 YoY and now has other positives, such as an interesting valuation.Michael ViI was very critical of Palantir Technologies Inc. (NYSE:PLTR) after their Q2 earnings call in August, which was reflected in my article, where I went from bullish to neutral inthe blink of an eye. I indicated that I was still bullish on the company's business prospects, but was disappointed with how Alex Karp's (Palantir CEO) commentary and how he conducted himself. After listening to the conference call and reading through the presentation, press release, and Alex Karp's letter to shareholders, I believed there were many things to like, but the original thesis he outlined was changing.Since 2022 isn't playing out according to plan, I need to take a step back and recalculate my projections. Thankfully, the Q3 conference call on 7 November went much better than Q2's, but the results weren't overwhelmingly good. For all of the powerful slides of information embedded within the presentation, the bottom line is that Palantir's revenue growth won't hit Alek Karp's projections, and their margins are being impacted. This is causing the narrative to change. PLTR could still become a great long-term investment, but in the short term, I think shareholders will need to endure unwanted volatility.Seeking AlphaThe ugly part of Q3 and how it is making my projections changeIn Q2 of 2021, PLTR reinforced their long-term outlook of 30%+ revenue growth for 2021 and the next 4 years, bringing them through 2025. PLTR had projected that its 2021 Adjusted FCF (free cash flow) would exceed $300 million in 2021, which would be a 100% increase from its previous outlook. I dislike adjusted numbers and would rather look at straight FCF, which is cash from operations minus CapEx or purchases of property and equipment. In 2021, PLTR ended the year generating $1.54 billion in revenue and $321.22 million of FCF for an FCF margin of 20.83%.I built a model based on PLTR's commentary and their 2021 FCF margin. In my model, which is below, I had PLTR's revenue grow by 30% through 2025, then drop down to 25%, 22%, 19%, 17%, and 15% from years 2026 - 2030. Based on 2021's FCF margin of 20.83%, if these revenue growth numbers were in the ballpark, PLTR would have generated $2.53 billion of FCF in 2030 from $12.16 billion of revenue. Based on a 25x FCF multiple, PLTR would have a $63.30 billion market cap; at a 35x multiple, PLTR would have an $88.62 billion market; and at a 45x multiple, PLTR would have a $113.94 billion market cap. While Q2 made me switch my view because I was worried about how PLTR would be perceived by potential customers, the future looked interesting as there was a clear roadmap to a much larger market cap into 2030 than PLTR had today. All of this ended after the Q3 2022 conference call, and I now need to build a new model.Steven Fiorillo, Palantir, Seeking AlphaPalantirI can no longer use the model I previously based my investment thesis around because PLTR's projections for revenue growth in 2022 have changed, and their margins have decreased significantly. PLTR is now guiding for $1.9 billion of revenue as its midpoint for the fiscal year of 2022. This is a YoY increase of $359.10 million, which is a 23.29% growth rate. The other issue is that PLTR's FCF margin has declined in the first 9-months of operations from 21.07% in 2021 to 7.86% in 2022. In the first 9 months of operations in 2021, PLTR generated $1.11 billion of revenue and $233.64 million of FCF for a 21.07% FCF margin. YTD over the first 9 months of 2022, PLR's revenue has increased by 25.99% YoY ($288.23 million) to $1.4 billion, but its cash from operations has declined by -$95.45 million (-39.70%), and their CapEx has increased by $28.33 million (417.60%), placing its FCF at $109.87 million. PLTR's FCF margin has declined by -13.20 percentage points to 7.86% from 21.07% YoY. As an investor, I need to readjust my investment thesis based on the new information and determine if 2022 is an anomaly or a new normal.PalantirI built 2 models to see where PLTR's numbers could go. My original cash flow projection called for $2.53 billion of FCF from $12.16 billion of revenue in 2030 based on 2021's FCF margin, and my revenue assumptions extrapolated past the 2025 projection from PLTR. In model 1, I chalked 2022 up to an anomaly. If I keep the revenue growth rate the same from 2023-2030 and the FCF margin the same as my previous figures, PLTR will generate $10.2 billion of revenue and $2.12 billion of FCF in 2030.In model 2, I made the assumption that PLTR's revenue growth is downhill from here, and the entire thesis needs to change. 2022 is now projected to be a 23.29% YoY revenue growth rate for PLTR, so I projected accordingly. Instead of 30% growth rates for 2023 - 2025 ,I placed them at 20%, 20%, and 18%. Then I scaled down to 16%, 14%, 12%, 10%, and 8% for years 2026 - 2030. I completely speculated on the FCF margin and placed it at 10% for 2022, and looked at a 15% FCF margin for 2030. Based on these projections, PLTR would generate $5.68 billion of revenue in 2030 and produce $852.54 million of FCF.I don't have a crystal ball, so I don't know which model is more accurate, but 2022 isn't what PLTR had hoped for, and it's certainly not what I had hoped for. PLTR is generating less cash from operations, and its margins are declining, especially its FCF margin. As an investor, I want to see as much cash and FCF generated from operations as possible, and if its revenue is increasing, I would hope that PLTR is generating additional cash from operations. There isn't enough data yet for me to lean in either direction, and I want to see how Q4 turns out and what the first half of 2023 looks like prior to making any decisions. While I still think PLTR has a lot of potential, its numbers have deflated my investment thesis, and I am not nearly as enthusiastic as I once was.Steven Fiorillo, Palantir, Seeking AlphaPalantirThe other aspect I am not thrilled about is PLTR's stock-based compensation (\"SBCU\"), but not for the reasons you may suspect. PLTR is a growth company and they are competing against Microsoft (MSFT), Alphabet (GOOG,GOOGL), and the rest of Silicon Valley for software engineers, in addition to every other company for quality salespeople. I would much rather have PLTR tap the equity markets and issue stock-based compensation to fuel its growth instead of tapping the debt markets. I am willing to undergo some dilution for this as many other successful companies, including Tesla (TSLA), have operated in this fashion.The problem is that there is no clear picture of how stock-based compensation is awarded to its employees. We see the line items of where it's expensed to, but we don't know how it's distributed. In the first 9 months of operations in 2022, stock-based comp has declined -$175.91 million (-28.78%) to $435.40 million YoY, and in Q3, it declined by -$44.53 million (-24.09%) to $140.31 million YoY. While PLTR is utilizing stock-based comp less and less, operationally, PLTR isn't hitting its metrics. Revenue growth is slowing and is projected to come in at 23.29% rather than 30% YoY in 2022, and net dollar retention is stalled at 119% for 2 quarters in a row.As a shareholder, I am fine with PLTR as a growth company utilizing stock-based compensation if it's beneficial to the bottom line. In this case, I am not seeing PLTR deliver operationally, while shareholders are diluted and employees are rewarded with additional shares.By the numbers, 2022 isn't what I had hoped it would be, Q3 earnings weren't entirely bad, and Palantir still has tremendous potential, but the real question is, can they capitalize?Businesses look toward testimonials and customer feedback to provide validation for their product or service. When it comes to enterprise software, real-world use cases and an A-list of clients are critical for future growth. Palantir has changed up its marketing strategy and put together an entire conference called FoundryCon, which was tailored to the U.S commercial market and open to shareholders, global customers, the press, and the general public. Following the opening fireside talk between Alex Karp and Mike Allen (Co-Founder of Axios), presentations from the U.S. Space Systems Command and the National Cancer Institute were delivered, in addition to remarks from companies that included Jacobs, Morgan Stanley, Apache, and Tyson Foods.Tyson Foods CTO Scott Spradley discussed the strategic outcomes that were achieved through transforming their business and generating $200 million in savings across 20 projects. John Rickerman from Jacobs highlighted that they are on track to save $300,000 annually at one of their sites, which was a 20% savings, and they have 300 sites where the same process can be replicated at. Colonel Jennifer Krolikowski stated that 15,000 people would not have been able to be evacuated from Afghanistan without utilizing PLTR's software.PLTR is driving efficiencies and cost benefits for the largest companies and critical government agencies. PLTR is also one of three companies, which includes Amazon (AMZN) and MSFT, that have IL6 Provisional Authorization from the DOD. PLTR's testimonials are from the largest and most respected entities, and this certainly has an impact on future clients.PalantirOnce again, Alek Karp put one of the most bullish slides in the Q3 shareholder letter rather than the Q3 presentation. Quite frankly, this slide is something many investors are probably overlooking, and it is critical for the bull thesis. On a TTM basis in Q3 2020, PLTR's new customer base declined by -29.41%, as they only generated 12 new customers vs. 17 in the year prior. PLTR wasn't a well-known company in 2020, and for those who knew of PLTR, the common perception was that they were a black box company specializing in platforms for the military-industrial complex.PLTR didn't go public until the fall of 2020, and after they did, their new customer base exploded as more information about PLTR was circulated, and companies saw successful use cases from their industry peers. In 2021 PLTR added 49 additional new customers on a TTM basis in Q3, up 408.33% YoY, as they finished with 61 new customers. In Q3 of 2022, PLTR experienced a huge increase in new customers. PLTR's new customer base in Q3 of 2022 on a TTM basis grew by 119.67% or 73 new customers YoY to 134.I wasn't thrilled with the net dollar retention being stuck at 119% for 2 consecutive quarters, but seeing the cohort growth in new customers, there will be plenty of chances to upsell customers and add additional functionality to their contracts. Over the last 2 years, PLTR has added 195 new customers, and while new customer growth has decelerated on a percentage basis, it has increased in size YoY. Based on the previous 2 years, PLTR could end up having 450-500 customers by this time next year. If PLTR replicates its 134 new customer growth over the next 12 months, it will put them at 471 customers.I was very critical of PLTR's revenue growth and margins due to the level of stock-based compensation that has been issued, but there is certainly a thesis that the growth hasn't materialized from their newest customers, and 2022 is an anomaly year from a revenue and margin standpoint.PalantirNo matter how I look at it, PLTR is growing, even though revenue growth will fall short of PLTR's previous projections. Q3 revenue is up 22% YoY, and the U.S. business is still exploding, as it's up 31% YoY. In Q3 PLTR's total contract value closed at $1.3 billion, while they closed 78 deals worth a minimum of $1 million. Of these 78 deals, 32 were at least worth $5 million, and 19 exceeded $10 million. PLTR ended Q3, having closed 273 deals YTD, which is up 63% YoY from 167 in 2021, which drove its total remaining deal value up 14% YoY to $4.1 billion.For all of the shortcomings, there are many aspects to build a bullish thesis around. I am not closing the door on PLTR as I can argue a bullish case to myself in the same fashion I can create a doom and gloom scenario. At the end of the day, PLTR has $2.4 billion of cash on the balance sheet with $0 of debt and is well capitalized for the future. PLTR doesn't have a single concern with rising rates impacting their expenses, and there is a path to profitability and large amounts of FCF in the future. The only questions are, will PLTR continue growing in a similar fashion, and will its new customer base eventually drive additional net dollar retention levels?ConclusionAs a reformed PLTR bull, I am currently neutral on the company. I would need to see revenue get back to the 30%+ projection, margins improve, and expenses either stay in-line or decrease to get bullish again.That being said, I am not bearish and find Palantir's current valuation interesting. I plan on adding more shares and dollar cost averaging, as I am not ready to call it a loss and put this investment in the tax-loss harvesting bucket. I need 3 more quarters of data before making a final decision on PLTR, as there is still a path to billions of FCF in 2030, but the current revenue and margin declines are certainly concerning. As PLTR's numbers have changed, so has my investment thesis, and I will anxiously be awaiting the Q4 earnings report.This article is written by Steven Fiorillo for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987474689,"gmtCreate":1667977693241,"gmtModify":1676537993741,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullisBullish Good time to buy before price surge up&nbsp;[YoYo]&nbsp;","listText":"<a href=\"https://ttm.financial/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullisBullish Good time to buy before price surge up&nbsp;[YoYo]&nbsp;","text":"$WILMAR INTERNATIONAL LIMITED(F34.SI)$ BullishBullisBullish Good time to buy before price surge up [YoYo]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987474689","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984341690,"gmtCreate":1667545062210,"gmtModify":1676537935455,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Gotta wait n see n let the dust settle....","listText":"Gotta wait n see n let the dust settle....","text":"Gotta wait n see n let the dust settle....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984341690","repostId":"2280545557","repostType":4,"repost":{"id":"2280545557","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1667516766,"share":"https://ttm.financial/m/news/2280545557?lang=&edition=fundamental","pubTime":"2022-11-04 07:06","market":"us","language":"en","title":"US STOCKS-U.S. Stocks Close Lower on Fed Rate Hike Worry","url":"https://stock-news.laohu8.com/highlight/detail?id=2280545557","media":"Reuters","summary":"U.S. initial weekly jobless claims fallServices industry growth slowsQualcomm, Roku slump on weak fo","content":"<html><head></head><body><ul><li>U.S. initial weekly jobless claims fall</li><li>Services industry growth slows</li><li>Qualcomm, Roku slump on weak forecasts</li></ul><p><img src=\"https://static.tigerbbs.com/2ac0619e9025c9a7bad1a240ed5ae0d7\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>U.S. stocks closed lower for a fourth consecutive session on Thursday as economic data did little to alter expectations the Federal Reserve would continue raising interest rates for longer than previously thought.</p><p>Following the Federal Reserve&#39;s statement on Wednesday, comments from Fed Chair Jerome Powell that it was &#34;very premature&#34; to be thinking about pausing its rate hikes sent stocks lower as U.S. bond yields and the U.S. dollar rose, a pattern that extended into Thursday.</p><p>Economic data on Thursday showed a labor market that continues to stay strong, although a separate report showed growth in the services sector slowed in October, keeping the Fed on its aggressive interest rate hike path.</p><p>&#34;Years ago the Fed’s job was to take away the punch bowl and that balance is always a very difficult transition, you want the economy to slow to keep inflation from getting out of hand but you want enough earnings to support stock prices,&#34; said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p><p>&#34;It is about the rate of change as much as the change so when the rate of change starts to slow ... that almost becomes a positive even though in absolute terms we are going to continue to see higher rates and higher rates means more competition for stocks and lower multiples.&#34;</p><p>According to preliminary data, the S&amp;P 500 lost 40.23 points, or 1.04%, to end at 3,720.44 points, while the Nasdaq Composite lost 181.15 points, or 1.73%, to 10,342.97. The Dow Jones Industrial Average fell 148.42 points, or 0.47%, to 31,995.61.</p><p>While traders are roughly evenly split between the odds of a 50 basis-point and 75 basis-point rate hike in December, the peak Fed funds rate is seen climbing to at least 5%, compared with a prior view of 4.50%-4.75% rise.</p><p>Investors will closely eye the nonfarm payrolls report due on Friday for signs the Fed&#39;s rate hikes are beginning to have a notable impact on slowing the economy.</p><p>The climb in yields weighed on megacap growth companies such as Apple Inc and Alphabet Inc, which pulled down the technology and communication services sectors as the worst-performing on the session.</p><p>Losses were curbed on the Dow thanks to gains in industrials including Boeing Co and heavy equipment maker Caterpillar Inc.</p><p>Qualcomm Inc and <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> lost ground after their holiday quarter forecasts fell below expectations.</p><p>With roughly 80% of S&amp;P 500 having reported earnings, the expected growth rate is 4.7%, according to Refinitiv data, up slightly from the 4.5% at the start of October.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-U.S. Stocks Close Lower on Fed Rate Hike Worry</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\">\nUS STOCKS-U.S. Stocks Close Lower on Fed Rate Hike Worry\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-04 07:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. initial weekly jobless claims fall</li><li>Services industry growth slows</li><li>Qualcomm, Roku slump on weak forecasts</li></ul><p><img src=\"https://static.tigerbbs.com/2ac0619e9025c9a7bad1a240ed5ae0d7\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>U.S. stocks closed lower for a fourth consecutive session on Thursday as economic data did little to alter expectations the Federal Reserve would continue raising interest rates for longer than previously thought.</p><p>Following the Federal Reserve&#39;s statement on Wednesday, comments from Fed Chair Jerome Powell that it was &#34;very premature&#34; to be thinking about pausing its rate hikes sent stocks lower as U.S. bond yields and the U.S. dollar rose, a pattern that extended into Thursday.</p><p>Economic data on Thursday showed a labor market that continues to stay strong, although a separate report showed growth in the services sector slowed in October, keeping the Fed on its aggressive interest rate hike path.</p><p>&#34;Years ago the Fed’s job was to take away the punch bowl and that balance is always a very difficult transition, you want the economy to slow to keep inflation from getting out of hand but you want enough earnings to support stock prices,&#34; said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p><p>&#34;It is about the rate of change as much as the change so when the rate of change starts to slow ... that almost becomes a positive even though in absolute terms we are going to continue to see higher rates and higher rates means more competition for stocks and lower multiples.&#34;</p><p>According to preliminary data, the S&amp;P 500 lost 40.23 points, or 1.04%, to end at 3,720.44 points, while the Nasdaq Composite lost 181.15 points, or 1.73%, to 10,342.97. The Dow Jones Industrial Average fell 148.42 points, or 0.47%, to 31,995.61.</p><p>While traders are roughly evenly split between the odds of a 50 basis-point and 75 basis-point rate hike in December, the peak Fed funds rate is seen climbing to at least 5%, compared with a prior view of 4.50%-4.75% rise.</p><p>Investors will closely eye the nonfarm payrolls report due on Friday for signs the Fed&#39;s rate hikes are beginning to have a notable impact on slowing the economy.</p><p>The climb in yields weighed on megacap growth companies such as Apple Inc and Alphabet Inc, which pulled down the technology and communication services sectors as the worst-performing on the session.</p><p>Losses were curbed on the Dow thanks to gains in industrials including Boeing Co and heavy equipment maker Caterpillar Inc.</p><p>Qualcomm Inc and <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> lost ground after their holiday quarter forecasts fell below expectations.</p><p>With roughly 80% of S&amp;P 500 having reported earnings, the expected growth rate is 4.7%, according to Refinitiv data, up slightly from the 4.5% at the start of October.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","ROKU":"Roku Inc","QCOM":"高通",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280545557","content_text":"U.S. initial weekly jobless claims fallServices industry growth slowsQualcomm, Roku slump on weak forecastsU.S. stocks closed lower for a fourth consecutive session on Thursday as economic data did little to alter expectations the Federal Reserve would continue raising interest rates for longer than previously thought.Following the Federal Reserve's statement on Wednesday, comments from Fed Chair Jerome Powell that it was \"very premature\" to be thinking about pausing its rate hikes sent stocks lower as U.S. bond yields and the U.S. dollar rose, a pattern that extended into Thursday.Economic data on Thursday showed a labor market that continues to stay strong, although a separate report showed growth in the services sector slowed in October, keeping the Fed on its aggressive interest rate hike path.\"Years ago the Fed’s job was to take away the punch bowl and that balance is always a very difficult transition, you want the economy to slow to keep inflation from getting out of hand but you want enough earnings to support stock prices,\" said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.\"It is about the rate of change as much as the change so when the rate of change starts to slow ... that almost becomes a positive even though in absolute terms we are going to continue to see higher rates and higher rates means more competition for stocks and lower multiples.\"According to preliminary data, the S&P 500 lost 40.23 points, or 1.04%, to end at 3,720.44 points, while the Nasdaq Composite lost 181.15 points, or 1.73%, to 10,342.97. The Dow Jones Industrial Average fell 148.42 points, or 0.47%, to 31,995.61.While traders are roughly evenly split between the odds of a 50 basis-point and 75 basis-point rate hike in December, the peak Fed funds rate is seen climbing to at least 5%, compared with a prior view of 4.50%-4.75% rise.Investors will closely eye the nonfarm payrolls report due on Friday for signs the Fed's rate hikes are beginning to have a notable impact on slowing the economy.The climb in yields weighed on megacap growth companies such as Apple Inc and Alphabet Inc, which pulled down the technology and communication services sectors as the worst-performing on the session.Losses were curbed on the Dow thanks to gains in industrials including Boeing Co and heavy equipment maker Caterpillar Inc.Qualcomm Inc and Roku Inc lost ground after their holiday quarter forecasts fell below expectations.With roughly 80% of S&P 500 having reported earnings, the expected growth rate is 4.7%, according to Refinitiv data, up slightly from the 4.5% at the start of October.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984343541,"gmtCreate":1667545008983,"gmtModify":1676537935426,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Best is to own both stocks n hold them until their price recover. Takes time n money but will reap reward in the mid to long term&nbsp;[Cool]&nbsp;","listText":"Best is to own both stocks n hold them until their price recover. Takes time n money but will reap reward in the mid to long term&nbsp;[Cool]&nbsp;","text":"Best is to own both stocks n hold them until their price recover. Takes time n money but will reap reward in the mid to long term [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984343541","repostId":"1169878705","repostType":4,"repost":{"id":"1169878705","kind":"news","pubTimestamp":1667542749,"share":"https://ttm.financial/m/news/1169878705?lang=&edition=fundamental","pubTime":"2022-11-04 14:19","market":"us","language":"en","title":"Meta And Alphabet: Both Are Screaming Bargains, But One Is The Smarter Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1169878705","media":"seekingalpha","summary":"SummaryBoth META and GOOG have been crushed in recent weeks, as advertising has slowed along with th","content":"<html><head></head><body><h2>Summary</h2><ul><li>Both META and GOOG have been crushed in recent weeks, as advertising has slowed along with the economy.</li><li>META is 57% historically undervalued, trading at just 4.9X cash-adjusted earnings and a PEG of 0.32. It could deliver almost 60% annual returns through 2027, if Zuckerberg can deliver the expected growth.</li><li>Mark Zuckerberg has 55% voting power and is effectively the king of Meta, and no one on earth can stop him from spending $180 billion on the Metaverse.</li><li>There are currently 100 million VR users, spending $500 billion in the global metaverse. META has 1.6% market share and very few people are embracing Meta&#39;s vision. Reality Labs is the most expensive, speculative &#34;build it and they will come&#34; bet in history.</li><li>In contrast, GOOG is a global advertising dynamo with a 26% growing cloud business that&#39;s expected to be generating $9 billion in operating profit by 2027, years before Realty Labs MIGHT break even. GOOG is an AA-rated, Ultra SWAN (sleep well at night) blue-chip with 93rd percentile risk management according to S&amp;P. META has the potential for 4X returns in 5 years, but GOOG could nearly triple, and deliver 21% annual returns. Even though META and GOOG are both screaming buys, I consider GOOG the safer, less speculative, and smarter buy right now.</li><li>I do much more than just articles at The Dividend Kings: Members get access to model portfolios, regular updates, a chat room, and more.</li></ul><p><img src=\"https://static.tigerbbs.com/4fe52b994194e54b84e654197a9f5330\" tg-width=\"750\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/></p><p>At some point, big tech was bound to start missing earnings, having grown too large to be immune from a slowing economy.</p><p>This earnings season that proved to be the case, with Microsoft (MSFT), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), Meta (NASDAQ:META) and Amazon (AMZN), all disappointing on earnings and/or guidance.</p><p>The results for the stock prices were ferocious and swift. Here were the peak declines right after missing earnings, including after hours.</p><ul><li>MSFT: -8% (the next day)</li><li>GOOG: -9% (the next day)</li><li>AMZN: -23% (after hours)</li><li>META: -27% (after-hours)</li></ul><p>All told $360 billion in market cap were wiped out last week, and the number would have been much larger had it not been for a two week bear market rally driven by technicals including yet another &#34;Fed pivot&#34; hopium rally.</p><p>When some of the world&#39;s biggest and best blue chips collapse, it naturally causes many investors to wonder if the investment thesis is broken or if it&#39;s a great chance to be &#34;greedy when others are fearful.&#34;</p><p>Several DK members have requested updates on these blue chips so today I want to take a look at META and GOOG to provide the best and most up-to-date fundamentals-focused analysis of each company&#39;s prospects.</p><p>So let&#39;s take a look at the good, bad, and ugly for META and GOOG to see why META might possibly be broken, while GOOG can still make you rich.</p><p>Let&#39;s start with META, the most troubled of the FAANG stocks.</p><p>Meta Platforms: A Potentially Wonderful Company At The Mercy Of A Mad King<img src=\"https://static.tigerbbs.com/94b7c077967965756e234a35664742a4\" tg-width=\"640\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>Mark Zuckerberg holds the title as the person responsible, at least in large part, for the second greatest decline in investor wealth in history, an impressive $800 billion.</p><ul><li>META is down 78% off its record highs</li></ul><p>This was the second 20%-plus single day crash for Meta,</p><p><img src=\"https://static.tigerbbs.com/706204351d633b8db7c62d0aa7eaa395\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Back in February, Meta became the first company in history to lose a quarter trillion in value in a single day.</p><p>This time the decline was about $60 billion owing to Meta having fallen to a $300 billion market cap.</p><p>Why did Wall Street gut Meta so ferociously?</p><p>Was it Meta&#39;s struggles to grow its global user base?</p><p><img src=\"https://static.tigerbbs.com/f84447a607d2353f7986396e76143f54\" tg-width=\"640\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/></p><p>investor presentation</p><p>Not really. Total users are growing at a slow pace, but still growing and the percent of monthly users who are using Meta&#39;s platforms daily remains steady at 79%. What about sales?</p><p><img src=\"https://static.tigerbbs.com/06ac6fe99afe499d7c54249692ded889\" tg-width=\"640\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/></p><p>investor presentation</p><p>While sales are down from last year, that&#39;s mostly due to the overall pullback in advertising spend and Q3 revenue was stable compared to Q1 and Q2.</p><p>What about revenue per family/user?</p><p><img src=\"https://static.tigerbbs.com/c18c27bea2158ab29ea17321b73bd226\" tg-width=\"640\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>investor presentation</p><p>That&#39;s been steady for two years now, which isn&#39;t great in terms of sales growth. But again, part of that is from the fact that global advertising is struggling right now.</p><p><img src=\"https://static.tigerbbs.com/493c782e7fe88c7d31ccbc5c125f2a63\" tg-width=\"640\" tg-height=\"627\" referrerpolicy=\"no-referrer\"/></p><p>Daily Shot</p><p>So what caused the market to freak out over META and send shares down as much as 27% in a matter of hours?</p><p><img src=\"https://static.tigerbbs.com/4311b4965b6c8f91931fc8f2cf0e140d\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>investor presentation</p><p>META has a big spending problem, almost doubling its growth spending on Reality Labs, its massive 10-year bet on the Metaverse.</p><p><img src=\"https://static.tigerbbs.com/6e2cd70c06797efd8d8e30e25fdbe8da\" tg-width=\"640\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/></p><p>investor presentation</p><p>META&#39;s EPS has been hammered by spending at Reality Labs, and is now expected to decline 34% in 2022 and another 15% in 2023.</p><p>Why? Partially due to the 2023 recession the bond market now considers a 100% certainty.</p><p>But also because of this.</p><blockquote><b>We do anticipate that Reality Labs operating losses in 2023 will grow significantly year-over-year.</b>Beyond 2023, we expect to pace Reality Labs investments such that we can achieve our goal of growing overall company operating income in the long run.&#34; - Mark Zuckerberg, Q3 conference call (emphasis added)</blockquote><p>Last year META lost $10 billion on the Metaverse, and this year it&#39;s expected to lose even more. And per its CEO and founder, next year &#34;significantly more&#34; still.</p><p><img src=\"https://static.tigerbbs.com/f4e892aa9bb18f5f8d13a588dae8dd1e\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>Based on Zuckerberg&#39;s comments about &#34;pacing&#34; spending beyond 2023 analysts expect capex to remain elevated by about 2X compared to before Meta changed its name and went all in on the Metaverse.</p><p>Mark Zuckerberg: The Mad King Is The Biggest Reason Meta Is A Speculative Blue Chip</p><p>Mark Zuckerberg holds 55% of voting power at META, thanks to his class B shares. Until now, that hasn&#39;t been a problem, even though he&#39;s been effectively the &#34;emperor&#34; of Facebook since the beginning.</p><p>But now that former COO Sheryl Sandberg, who built the META ad model into a free cash flow minting machine, has left? Well, it appears there&#39;s no one with the credibility in META&#39;s c-suite to stand up to the mad king and his potentially disastrous $100-plus billion boondoggle.</p><p>But isn&#39;t Zuckerberg a visionary? A mad genius who turned a simple and what many thought was a stupid idea into a formerly $1.1 trillion company?</p><p>Yes, but there&#39;s a fine line between genius and madness and Zuckerberg is potentially on the wrong side of it. Why?</p><p><img src=\"https://static.tigerbbs.com/b8c05494f0e487fb3a61b3f300f45626\" tg-width=\"640\" tg-height=\"623\" referrerpolicy=\"no-referrer\"/></p><p>Statista</p><p>The potential market for VR in general is about 100 million people today and that&#39;s expected to grow to about 130 million by 2027.</p><p>META is struggling to grow its user base beyond its current 3 billion, because it&#39;s largely saturated its addressable market of Internet-0connected people around the world.</p><p>Zuckerberg has a grand vision of a Meta, controlled Metaverse, a digital world in which we all wear VR goggles and live second lives online.</p><p><img src=\"https://static.tigerbbs.com/d11876b87180b39c2b209e00ea94ac32\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p>Engadget</p><p>Meta&#39;s &#34;significantly higher losses&#34; in Reality Labs next year is due to launching the Quest Pro, a $1,500 VR headset that costs 5X more than the Quest 2 headset.</p><p>META&#39;s timing on the Metaverse literally came at the worst possible time.</p><ul><li>the company pivoted to massive spending on new and untested tech that it admits might not make money for 10 years.</li><li>just as the speculative tech bubble burst</li><li>and now is launching a $1500 VR headset that costs more than an iPhone during a recession</li><li>today even Apple is starting to struggle with iPhone sales</li><li>and the Quest Pro is much less useful or desirable than an iPhone</li></ul><p>And I&#39;m not the only one skeptical of Meta&#39;s giant pivot into a sci-fi future.</p><p><img src=\"https://static.tigerbbs.com/ab726475339a2554c9db03d4b123b08a\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>Reality Labs revenue was about $721 million in 2021 and growing at 9% annually in recent years.</p><ul><li>not exactly a thrilling level of growth</li></ul><p>That grow rate isn&#39;t expected to improve until 2025, and even by 2027, when Metaverse revenue is expected to double, it&#39;s expected to total $2.8 billion, just over 1% of the company&#39;s sales.</p><p>All while generating $20.3 billion in operating losses, by 2025.</p><p>Reality Labs was founded in 2021, when Meta changed its name and its mission.</p><ul><li>$79.5 billion in cumulative operating losses through 2025</li><li>with no signs of declining annual losses, much less profits</li></ul><p>Zuckerberg is either crazy or a genius, and so far all the evidence points to crazy.</p><ul><li>Potentially $180 to $200 billion in Metaverse losses by 2030 if they keep burning $20 billion after 2025</li></ul><p>But what if Zuckerberg is a Steve Jobs style genius? Jobs famously said that you often can&#39;t ask customers what they want in a product, because true innovation is so revolutionary they don&#39;t know they want it.</p><blockquote><i>If I</i>had<i>asked</i>people what they wanted, they would have said faster horses.” - Henry Ford</blockquote><p>How many people were excited about the iPod when it was introduced in 2001? It was just a better, sleeker, and cooler MP3 player. And yet it transformed Apple into a cash flow machine.</p><p>And then gave Steve Jobs the credibility and &#34;reality distortion field&#34; to change the world with the iPhone.</p><p>In other words, truly revolutionary change requires a &#34;build it and they will come&#34; mindset. At least that&#39;s how Mark Zuckerberg is spinning his $200 billion bet.</p><p>The difference between Zuckerberg and Henry Ford and Steve Jobs is that neither of them risked even a fraction of the money Zuckerberg is planning on.</p><p>For what&#39;s objectively a very speculative bet.</p><p>For every 10 mad geniuses trying to change the world with their inventions, nine of them fail. And none of them have ever had the resources or power of Mark Zuckerberg, the mad king of Facebook.</p><p>It Wasn&#39;t All Bad</p><blockquote>Our positive takeaways from Meta’s results were that the network effect remains intact given the firm’s encouraging user count and engagement metrics, which we think position Meta to accelerate revenue growth in late 2023, with the assumption that macro uncertainty eases.</blockquote><blockquote>In addition, Reels is creating incremental engagement time per user and has also displayed early signs of high monetization potential. Plus, the firm continues to invest in enhancing its ad measurement capabilities while adding new advertising options for businesses, which we think will further drive a turnaround.&#34; - Morningstar</blockquote><p>META has been very badly hurt by Apple&#39;s change in private policy, which automatically blocks data tracking unless users specifically opt-in. Just 25% of iOS users have opted in and that number appears to be stable but not improving.</p><p><img src=\"https://static.tigerbbs.com/f10a5a150ede879f1ebd43fb55d4fb8d\" tg-width=\"640\" tg-height=\"287\" referrerpolicy=\"no-referrer\"/></p><p>Statista</p><p>iPhone has 55% market share in the US, the most lucrative digital ad market in the world. This means that with this single privacy policy change, social media companies saw their user data collapse by 42% and it might never be coming back.</p><p>META, GOOG, and AMZN are the three giants of digital advertising, and each one is hurt to a different degree by this privacy policy change.</p><ul><li>META most of all</li><li>GOOG less so because it has alternative data sources (more than 7 services with over 1 billion global users)</li><li>AMZN least of all because its ad-algos are mostly running on its own proprietary data</li></ul><p><img src=\"https://static.tigerbbs.com/0dd8dea4f3c18e533cf6877b3017340f\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>Meta&#39;suser baseis expected to grow slowly over time, but the 58 analysts that cover META (more than any other company on Wall Street) don&#39;t believe the Social Media king is dying.</p><p>Average revenue per user is also expected to recover once the recession is over, though grow by just a modest 15% by 2025.</p><p>And<b>free cash flow, which has been cut in half in the last 12 months, is expected to nearly triple to $43 billion by 2027.</b></p><p>And thanks to a much lower market cap,<b>Meta&#39;s consensus buybacks of $93 billion from 2023 to 2027</b>could buy back a lot of stock.</p><ul><li>34% of shares at current valuations</li><li>up to 10% of shares each year</li></ul><p>And what about Meta&#39;s growth prospects after it gets past the 2023 recession and this painful pivot to the Metaverse?</p><table><tbody><tr><td><b>Investment Strategy</b></td><td><b>Yield</b></td><td><b>LT Consensus Growth</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Long-Term Risk-Adjusted Expected Return</b></td><td><b>Long-Term Inflation And Risk-Adjusted Expected Returns</b></td><td><b>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</b></td><td><p><b>10-Year Inflation And Risk-Adjusted Expected Return</b></p></td></tr><tr><td><b>Meta Platforms</b></td><td><b>0%</b></td><td><b>15.3%</b></td><td><b>15.3%</b></td><td><b>10.7%</b></td><td><b>8.4%</b></td><td><b>8.5</b></td><td><b>2.25</b></td></tr><tr><td>Nasdaq</td><td>0.8%</td><td>11.5%</td><td>12.3%</td><td>8.6%</td><td>6.3%</td><td>11.4</td><td>1.85</td></tr><tr><td>Schwab US Dividend Equity ETF</td><td>3.6%</td><td>8.5%</td><td>12.1%</td><td>8.4%</td><td>6.2%</td><td>11.7</td><td>1.82</td></tr><tr><td>Dividend Aristocrats</td><td>2.6%</td><td>8.5%</td><td>11.1%</td><td>7.8%</td><td>5.5%</td><td>13.1</td><td>1.71</td></tr><tr><td><b>Alphabet</b></td><td><b>0.0%</b></td><td><b>11.1%</b></td><td><b>11.1%</b></td><td><b>7.8%</b></td><td><b>5.5%</b></td><td><b>13.1</b></td><td><b>1.71</b></td></tr><tr><td>S&amp;P 500</td><td>1.8%</td><td>8.5%</td><td>10.3%</td><td>7.2%</td><td>4.9%</td><td>14.6</td><td>1.62</td></tr></tbody></table><p><i>(Sources: DK Research Terminal, FactSet, Ycharts, Morningstar)</i></p><p>Analysts remain bullish on META, far more so than Alphabet in fact, expecting META to potentially deliver 15.3% long-term returns while GOOG is expected to match the aristocrats and modestly beat the S&amp;P over time.</p><p>And that doesn&#39;t include valuation, and there&#39;s no question that at 4.9X cash adjusted trough 2023 earnings, META is trading at a fire sale price.</p><p>Meta Is A Screaming Buy... If You Trust Zuckerberg&#39;s Vision</p><table><tbody><tr><td><b>Metric</b></td><td><b>Historical Fair Value Multiples (8-Years)</b></td><td><b>2021</b></td><td><b>2022</b></td><td><b>2023</b></td><td><b>2024</b></td><td><b>2025</b></td><td><p><b>12-Month Forward Fair Value</b></p></td></tr><tr><td>Earnings</td><td>26.84</td><td>$369.59</td><td>$224.38</td><td>$224.38</td><td>$286.92</td><td>$364.22</td></tr><tr><td>Average</td><td>$369.59</td><td>$224.38</td><td>$224.38</td><td>$286.92</td><td>$364.22</td><td><b>$224.38</b></td></tr><tr><td>Current Price</td><td>$94.82</td></tr><tr><td><p>Discount To Fair Value</p></td><td>74.34%</td><td>57.74%</td><td>57.74%</td><td>66.95%</td><td>73.97%</td><td><b>57.74%</b></td></tr><tr><td>Upside To Fair Value</td><td>289.78%</td><td>136.64%</td><td>136.64%</td><td>202.59%</td><td>284.12%</td><td><b>136.64%</b></td></tr><tr><td>2022 EPS</td><td>2023 EPS</td><td>2022 Weighted EPS</td><td>2023 Weighted EPS</td><td>12-Month Forward EPS</td><td><i><b>12-Month Average Fair Value Forward PE</b></i></td><td><i><b>Current Forward PE</b></i></td><td><p><i><b>Current Forward Cash-Adjusted PE</b></i></p></td></tr><tr><td>$8.36</td><td>$8.36</td><td>$1.13</td><td>$7.23</td><td>$8.36</td><td><i><b>26.8</b></i></td><td><i><b>11.3</b></i></td><td><i><b>4.9</b></i></td></tr></tbody></table><p>IF META does grow at 15% over time, then historically it&#39;s worth about 27X earnings and today it trades at 11.3, and just 4.9X cash-adjusted earnings.</p><ul><li>a bargain by even private equity standards</li></ul><p>Its PEG ratio is 0.32, hyper-growth (potentially) at an absurdly wonderful price.</p><p>Meta 2024 Consensus Total Return Potential<img src=\"https://static.tigerbbs.com/62054bc6735d5b3012c6d1da25de4e92\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>(Source: FAST Graphs, FactSet)</p><p>If META can grow as expected and return to market-determined fair value consistent with its expected growth rate, then within two years it could nearly triple, delivering 63% annual returns.</p><ul><li>about 6X more than the S&amp;P 500</li></ul><p>Meta 2027 Consensus Total Return Potential<img src=\"https://static.tigerbbs.com/2b8d1f772339dbea925e58d0134800da\" tg-width=\"640\" tg-height=\"304\" referrerpolicy=\"no-referrer\"/></p><p>(Source: FAST Graphs, FactSet)</p><p>META has Amazon like return potential over the next five year, IF the turnaround is successful.</p><ul><li>326% consensus return potential through 2027</li><li>32% CAGR</li><li>about 7X more than the S&amp;P 500</li></ul><p>Meta Investment Decision Tool<img src=\"https://static.tigerbbs.com/4e9bd4292ef2e7e5731cd633b4998777\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>DK</p><p><img src=\"https://static.tigerbbs.com/0937d49464fcb7f2e82aaaf59250190b\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>(Source: Dividend Kings Automated Investment Decision Tool)</p><p><i>(Source: Dividend Kings Automated Investment Decision Tool)</i></p><p>META is as close to a perfect<i>speculative</i>hyper-growth blue-chip opportunity as exists on Wall Street for anyone comfortable with its risk profile. Look at how it compares to the S&amp;P 500.</p><ul><li><b>57% discount to fair value vs. 2% S&amp;P = 55% better valuation</b></li><li><b>almost 50% better long-term annual return potential</b></li><li><b>about 4X higher risk-adjusted expected returns</b></li></ul><p>Alphabet: One Of The World&#39;s Best Growth Blue-Chips Is Doing Just Fine</p><p>Bottom line up front, GOOG is a far safer and better run company than Meta.</p><table><tbody><tr><td><b>Company</b></td><td><b>Meta Platforms</b></td><td><b>Alphabet</b></td><td><b>META Wins</b></td><td><b>GOOG Wins</b></td></tr><tr><td>LT Growth Consensus</td><td><b>15.3%</b></td><td>11.1%</td><td>1</td></tr><tr><td>Total Return Potential</td><td><b>15.3%</b></td><td>11.1%</td><td>1</td></tr><tr><td>LT Risk-Adjusted Expected Return</td><td><b>10.7%</b></td><td>7.7%</td><td>1</td></tr><tr><td>Inflation &amp; Risk-Adjusted Expected Return</td><td><b>8.4%</b></td><td>5.5%</td><td>1</td></tr><tr><td>Years To Double</td><td><b>8.5</b></td><td>13.0</td><td>1</td></tr><tr><td>Historical Total Return</td><td>11.6%</td><td><b>19.8%</b></td><td>1</td></tr><tr><td>12-Month Consensus Total Return Potential</td><td><b>68%</b></td><td>40%</td><td>1</td></tr><tr><td>12-Month Fundamentally Justified Total Return Potential</td><td><b>137%</b></td><td>47%</td><td>1</td></tr><tr><td>5-Year Consensus Return Potential</td><td><b>29% to 45%</b></td><td>19% to 21%</td><td>1</td></tr><tr><td>Discount To Fair Value</td><td><b>57%</b></td><td>32%</td><td>1</td></tr><tr><td>Cash-Adjusted PE</td><td><b>4.9</b></td><td>9.7</td><td>1</td></tr><tr><td>DK Rating</td><td><b>Ultra Value Buy</b></td><td>Very Strong Buy</td><td>1</td></tr><tr><td>Dividend King&#39;s Automatic Investment Decision Score</td><td><b>100% A+ Excellent</b></td><td><b>100% A+ Excellent</b></td><td>1</td><td>1</td></tr><tr><td>Quality Score</td><td>84%</td><td><b>97%</b></td><td>1</td></tr><tr><td>Safety Score</td><td><b>100%</b></td><td><b>100%</b></td><td>1</td><td>1</td></tr><tr><td>Dependability Score</td><td>67%</td><td><b>94%</b></td><td>1</td></tr><tr><td>S&amp;P LT Risk Management Global Percentile</td><td>63% Above-Average, Low Risk</td><td><b>93% Exceptional (Very Low Risk)</b></td><td>1</td></tr><tr><td>Credit Rating</td><td>AA- Stable</td><td><b>AA+ Stable</b></td><td>1</td></tr><tr><td>30-Year Bankruptcy Risk</td><td>0.55%</td><td><b>0.29%</b></td><td>1</td></tr><tr><td>Return On Capital (12-Months)</td><td>46%</td><td><b>68%</b></td><td>1</td></tr><tr><td>Return On Capital Industry Percentile</td><td>60%</td><td><b>64%</b></td><td>1</td></tr><tr><td>Return On Capital (13-Year Median)</td><td>95%</td><td><b>74%</b></td><td>1</td></tr><tr><td>Return On Capital (5-Year trend)</td><td>-16%</td><td><b>-1.0%</b></td><td>1</td></tr><tr><td><b>Sum</b></td><td><b>14</b></td><td><b>11</b></td></tr></tbody></table><p><i>(Source: DK Zen Research Terminal)</i></p><p>Meta is the better value, BUT only if you are comfortable with its speculative nature and risk profile.</p><p>Mad king Mark is running the show and if he wants to run it straight into the ground you have no say in the matter.</p><p>META&#39;s AA-stable credit rating is excellent, but GOOG&#39;s AA+ stable rating is slightly better, with just 0.29% 30-year bankruptcy risk according to S&amp;P.</p><p>META&#39;s 68th S&amp;P long-term risk management percentile is above-average bordering on good, indicating low risk.</p><p>But GOOG&#39;s 93rd percentile risk management is exceptional, indicating a very low risk, and you don&#39;t have to worry about a CEO king who for now looks to have lost his mind.</p><p>GOOG&#39;s historical profitability is superior to META&#39;s, and its wide moat has been far more stable in recent years.</p><p><img src=\"https://static.tigerbbs.com/43f1ca84d4462833213817298e24e113\" tg-width=\"640\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/></p><p>Daily Shot</p><p>And YouTube, the crown jewel in GOOG&#39;s social media crown, is far more popular with young people than Facebook or Instagram.</p><p><img src=\"https://static.tigerbbs.com/0a1a3b04fa6ad74bec76f543d4b551bc\" tg-width=\"640\" tg-height=\"463\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>And unlike META, which is 100% reliant on advertising, GOOG is a far more diversified company.</p><ul><li>its #4 in Cloud Computing</li></ul><p>GOOG&#39;s &#34;other bets&#34; it&#39;s moonshot programs, are expected to have $2.8 billion in sales in 2027, just like Reality Labs. The only difference is that GOOG spends about $3.2 billion annually on other bets, and that part of the GOOG empire could be worth$50 billion.</p><p>Or to put it another way, META is spending 4X as much money on Reality Labs as GOOG is on Other Bets, and GOOG plans to cut back on that spending in the next year. META plans to increase its spending by about 20%.</p><p>GOOG has so far lost $27 billion on Other Bets, searching for its next world-beater business. META plans to potentially lose $200 billion or 8X as much, on Reality Labs, and for a business model that so far only 100 million people say they are interested in using.</p><ul><li>100 million global VR users, not META VR users</li></ul><p><img src=\"https://static.tigerbbs.com/259efcc5572a42720a588533421b02fc\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>Daily Shot</p><p>GOOG Cloud is a fast growing business. It&#39;s not yet profitable but is expected to become profitable in 2025, a year when META is expected to lose over $20 billion on Reality Labs.</p><p>By 2027 analysts expect Google Cloud to be generating $76 billion in sales (vs $2.8 billion for Reality Labs) and converting that into $9.3 billion in operating income.</p><p>In other words, Google Cloud is a 26% CAGR growing business that&#39;s expected to be minting money far faster than Reality Labs, assuming the Metaverse ever achieves profitability for META.</p><p><img src=\"https://static.tigerbbs.com/46de34fc9eecf6693ab7b75e73afab83\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/></p><p>IOT Analytics</p><p>And unlike the Metaverse which is expected to have 130 million users (maybe) by 2027, cloud computing is a proven industry, growing at 15% per year and which could become a $2 trillion to $10 trillion industry by 2030.</p><blockquote><b>The global Metaverse revenue opportunity could approach $800 billion in 2024 vs. about $500 billion in 2020</b>, based on our analysis and Newzoo, IDC, PWC, Statista and Two Circles data. The primary market for online game makers and gaming hardware may exceed $400 billion in 2024 while opportunities in live entertainment and social media make up the remainder.&#34; -Bloomberg</blockquote><p>Now in fairness to Mr. Zuckerberg and fans of the Metaverse, the Metaverse is already a $500 billion global market. But that&#39;s 80% gaming which META is getting only a small handful off.</p><ul><li>META&#39;s market share in the Metaverse is currently 1.6%</li></ul><p>In other words, with Alphabet the big growth driver is a 26% growing business in a bigger and proven model.</p><p>GOOG&#39;s ability to generate meaningful cash flow from cloud is not speculative, just look at how AWS and Azure are minting money for AMZN and MSFT.</p><p>And speaking of cash flow.</p><p><img src=\"https://static.tigerbbs.com/e44d44de216c22eb1bb6c72a5bdcb469\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\"/></p><p>FactSet Research Terminal</p><p>While META&#39;s FCF is expected to get cut in half to $16 billion in 2022, GOOG&#39;s is expected to remain stable at $68 billion.</p><p>In 2027 META is expected to generate a solid $43 billion in FCF. But GOOG is expected to generate $159 billion, the most in human corporate history.</p><p>2027 FCF Consensus Forecasts:</p><ol><li>GOOG: $159 billion</li><li>AAPL: $155 billion</li><li>AMZN: $137 billion</li><li>MSFT: $101 billion</li><li>META: $43 billion</li></ol><p>And while META is expected to buy back a very healthy $93 billion in stock in the coming years, GOOG is expected to spend $365 billion between 2023 and 2027.</p><p>In fact, in 2027 alone GOOG&#39;s consensus buybacks of $92 billion is as much as analysts expect META to spend over the next four years combined.</p><p>Alphabet Valuation: Potentially A Very Strong Buy And Close To An Ultra Value Buy</p><blockquote>Alphabet reported disappointing third-quarter results as revenue growth decelerated further, driven by the stronger dollar and economic uncertainty, which is increasing hesitancy in ad spending. Assuming less uncertainty in the macroeconomic environment, plus the monetization of YouTube Shorts, we expect advertising revenue growth to return to double-digit levels in 2023. Unlike advertising, the cloud business maintained impressive growth.&#34; - Morningstar</blockquote><p>GOOG&#39;s 9% plunge post-earnings was purely for cyclical reasons, nothing to do with its core business. Advertisers are pulling back due to the slowing economy and coming recession.</p><p>Nothing about GOOG&#39;s fundamental core business is broken, unlike META which has chosen to make a $200 billion speculative pivot.</p><ul><li>GOOG is not a turnaround story (20% or less max risk cap rec)</li><li>META is a turnaround story (2.5% or less max risk cap rec)</li></ul><blockquote>YouTube Shorts has already reached 1.5 billion monthly active viewers, reducing fears that Tok-Tok is hurting the business. With the strong network effect present on YouTube, the strength of Google search, and the firm’s ad-tech powered measuring capabilities, Google’s ad revenue miss wasn’t significantly due to Apple privacy changes either.&#34; - Morningstar</blockquote><p>While META is struggling to compete with Tok-Tok (and losing for now), GOOG&#39;s YouTube is holding its own.</p><p>And while META&#39;s user data feed was gutted by Apple&#39;s privacy change, GOOG was barely affected at all.</p><ul><li>GMAIL has almost 2 billion global users</li><li>4.3 billion people use Google Search</li><li>GOOG has over seven services with over 1 billion users.</li></ul><p>This is how GOOG is able to replace that user data that META can&#39;t.</p><p>And the more Google Cloud grows, the more data of all kinds it will have to improve its algorithms even faster.</p><p>META has no plans for cloud computing, and no way to increase its user data feed, unless everyone buys into its Metaverse vision.</p><ul><li>the most passionate Metaverse advocates hate META with a passion</li><li>they view Zuckerberg&#39;s vision as a &#34;Ready Player One&#34; style dystopia</li></ul><p>So with GOOG you have a more diversified and better run business, with far better long-term risk-management according to S&amp;P.</p><p>You have a clear path to growth and far less execution risk than what META faces.</p><p>And most of all, you don&#39;t have a single person who reigns over the company as a potentially mad god king who no one can stop from running into the ground, which is the largest risk to META today.</p><p>Alphabet: A Wonderful Company At A Wonderful Price</p><table><tbody><tr><td><b>Metric</b></td><td><b>Historical Fair Value Multiples (all years)</b></td><td><b>2021</b></td><td><b>2022</b></td><td><b>2023</b></td><td><b>2024</b></td><td><b>2025</b></td><td><b>12-Month Forward Fair Value</b></td></tr><tr><td>Earnings</td><td>25.79</td><td>$144.68</td><td>$122.76</td><td>$138.75</td><td>$163.25</td><td>$196.26</td></tr><tr><td>Average</td><td>$144.68</td><td>$122.76</td><td>$138.75</td><td>$163.25</td><td>$196.26</td><td><b>$136.60</b></td></tr><tr><td>Current Price</td><td>$92.11</td></tr><tr><td><p>Discount To Fair Value</p></td><td>36.34%</td><td>24.97%</td><td>33.61%</td><td>43.58%</td><td>53.07%</td><td><b>32.57%</b></td></tr><tr><td>Upside To Fair Value</td><td>57.08%</td><td>33.28%</td><td>50.64%</td><td>77.23%</td><td>113.07%</td><td><b>48.30%</b></td></tr><tr><td>2022 EPS</td><td>2023 EPS</td><td>2022 Weighted EPS</td><td>2023 Weighted EPS</td><td>12-Month Forward PE</td><td><i><b>12-Month Average Fair Value Forward PE</b></i></td><td><i><b>Current Forward PE</b></i></td><td><p><i><b>Current Forward Cash-Adjusted PE</b></i></p></td></tr><tr><td>$4.76</td><td>$5.38</td><td>$0.64</td><td>$4.66</td><td>$5.30</td><td><i><b>25.8</b></i></td><td><i><b>17.4</b></i></td><td><i><b>9.8</b></i></td></tr></tbody></table><p>GOOG has historically been valued by billions of investors at about 26X earnings, even when it was growing at 4%.</p><p>Thus I&#39;m confident that GOOG growing at 11% (those estimates might increase post-recession) is still worth about 26X earnings.</p><p>Today GOOG trades at 17.4X earnings, but just 9.8X cash-adjusted earnings.</p><ul><li>a PEG of 0.88</li><li>growth at a reasonable price, and in an AA-rated Ultra-SWAN quality 93rd percentile risk management package</li></ul><p>Alphabet 2024 Consensus Total Return Potential<img src=\"https://static.tigerbbs.com/23868f3dfc1869c9442f0ad0672d2a09\" tg-width=\"640\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>(Source: FAST Graphs, FactSet Research)</p><p>If GOOG grows as expected and returns to historical fair value, it could deliver 73% returns, or 29% CAGR.</p><ul><li>more than 2X greater than the S&amp;P 500</li></ul><p>Alphabet 2027 Consensus Total Return Potential<img src=\"https://static.tigerbbs.com/6c3e07e1e806a11b6863540e10944c6e\" tg-width=\"640\" tg-height=\"287\" referrerpolicy=\"no-referrer\"/></p><p>(Source: FAST Graphs, FactSet Research)</p><p>If GOOG grows as expected through 2027 it could deliver 165% total returns, or 21% CAGR.</p><ul><li>Buffett-like returns from a blue-chip bargain hiding in plain sight</li><li>about 2.5X more than the S&amp;P 500</li><li><b>19% to 21% CAGR consensus return potential range</b></li></ul><p>GOOG Corp Investment Decision Tool<img src=\"https://static.tigerbbs.com/4e9bd4292ef2e7e5731cd633b4998777\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>DK</p><p><img src=\"https://static.tigerbbs.com/6470c914e395e501c75702109cc80d34\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/></p><p>(Source: Dividend Kings Automated Investment Decision Tool)</p><p>GOOG is as close to a perfect growth blue-chip opportunity as exists on Wall Street for anyone comfortable with its risk profile. Look at how it compares to the S&amp;P 500.</p><ul><li><b>32% discount to fair value vs. 2% S&amp;P = 30% better valuation</b></li><li><b>10% better long-term annual return potential (but with far better safety, quality, and risk-management)</b></li><li><b>about 2X higher risk-adjusted expected returns</b></li></ul><p>Bottom Line: Both META And Alphabet Are Screaming Bargains But The Mad King Zuckerberg Makes GOOG The Smarter, Safer, And Less Speculative Buy Today</p><p>META has become cheap for a good reason, the speculative turnaround plan that CEO/King Zuckerberg has doubled down on.</p><p>I&#39;m personally skeptical that Reality Labs will pay off big, and expect that META will pivot and significantly reduce its spending plans on the Metaverse.</p><p>That&#39;s why I still own the stock, though just a 1% position (2.5% OR LESS is the max recommended position size).</p><p>In contrast, GOOG, while not as undervalued, is also a higher-quality, more diversified, and stronger company in terms of balance sheet and free cash flow generation.</p><p>It&#39;s 93rd percentile risk management and AA+ stable credit rating are a testament to it being one of the greatest world-beaters in existence.</p><p>And with its big growth plan being Google Cloud, a 26% growing business with a $2 trillion addressable market and clear path to profitability, I consider GOOG the safer, less speculative, and smarter investment today.</p><p>Both META and GOOG could make you Buffett-like returns over the next five years, if they grow as expected. But with GOOG I&#39;m a lot more confident that GOOG won&#39;t just meet growth forecasts, but potentially exceed them by a wide margin.</p><p>With META? Well, it&#39;s ride or die with mad king Zuckerberg, and his Ford/Jobs like strategy of &#34;if you build it they will come.&#34; I join with all META shareholders in hoping that king Zuckerberg will spend a lot less than $180 billion on testing his theory and bringing his vision to life.</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>Meta And Alphabet: Both Are Screaming Bargains, But One Is The Smarter Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta And Alphabet: Both Are Screaming Bargains, But One Is The Smarter Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 14:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4551990-meta-alphabet-are-bargains-but-one-is-smarter-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBoth META and GOOG have been crushed in recent weeks, as advertising has slowed along with the economy.META is 57% historically undervalued, trading at just 4.9X cash-adjusted earnings and a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4551990-meta-alphabet-are-bargains-but-one-is-smarter-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4551990-meta-alphabet-are-bargains-but-one-is-smarter-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1169878705","content_text":"SummaryBoth META and GOOG have been crushed in recent weeks, as advertising has slowed along with the economy.META is 57% historically undervalued, trading at just 4.9X cash-adjusted earnings and a PEG of 0.32. It could deliver almost 60% annual returns through 2027, if Zuckerberg can deliver the expected growth.Mark Zuckerberg has 55% voting power and is effectively the king of Meta, and no one on earth can stop him from spending $180 billion on the Metaverse.There are currently 100 million VR users, spending $500 billion in the global metaverse. META has 1.6% market share and very few people are embracing Meta's vision. Reality Labs is the most expensive, speculative \"build it and they will come\" bet in history.In contrast, GOOG is a global advertising dynamo with a 26% growing cloud business that's expected to be generating $9 billion in operating profit by 2027, years before Realty Labs MIGHT break even. GOOG is an AA-rated, Ultra SWAN (sleep well at night) blue-chip with 93rd percentile risk management according to S&P. META has the potential for 4X returns in 5 years, but GOOG could nearly triple, and deliver 21% annual returns. Even though META and GOOG are both screaming buys, I consider GOOG the safer, less speculative, and smarter buy right now.I do much more than just articles at The Dividend Kings: Members get access to model portfolios, regular updates, a chat room, and more.At some point, big tech was bound to start missing earnings, having grown too large to be immune from a slowing economy.This earnings season that proved to be the case, with Microsoft (MSFT), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), Meta (NASDAQ:META) and Amazon (AMZN), all disappointing on earnings and/or guidance.The results for the stock prices were ferocious and swift. Here were the peak declines right after missing earnings, including after hours.MSFT: -8% (the next day)GOOG: -9% (the next day)AMZN: -23% (after hours)META: -27% (after-hours)All told $360 billion in market cap were wiped out last week, and the number would have been much larger had it not been for a two week bear market rally driven by technicals including yet another \"Fed pivot\" hopium rally.When some of the world's biggest and best blue chips collapse, it naturally causes many investors to wonder if the investment thesis is broken or if it's a great chance to be \"greedy when others are fearful.\"Several DK members have requested updates on these blue chips so today I want to take a look at META and GOOG to provide the best and most up-to-date fundamentals-focused analysis of each company's prospects.So let's take a look at the good, bad, and ugly for META and GOOG to see why META might possibly be broken, while GOOG can still make you rich.Let's start with META, the most troubled of the FAANG stocks.Meta Platforms: A Potentially Wonderful Company At The Mercy Of A Mad KingYchartsMark Zuckerberg holds the title as the person responsible, at least in large part, for the second greatest decline in investor wealth in history, an impressive $800 billion.META is down 78% off its record highsThis was the second 20%-plus single day crash for Meta,BloombergBack in February, Meta became the first company in history to lose a quarter trillion in value in a single day.This time the decline was about $60 billion owing to Meta having fallen to a $300 billion market cap.Why did Wall Street gut Meta so ferociously?Was it Meta's struggles to grow its global user base?investor presentationNot really. Total users are growing at a slow pace, but still growing and the percent of monthly users who are using Meta's platforms daily remains steady at 79%. What about sales?investor presentationWhile sales are down from last year, that's mostly due to the overall pullback in advertising spend and Q3 revenue was stable compared to Q1 and Q2.What about revenue per family/user?investor presentationThat's been steady for two years now, which isn't great in terms of sales growth. But again, part of that is from the fact that global advertising is struggling right now.Daily ShotSo what caused the market to freak out over META and send shares down as much as 27% in a matter of hours?investor presentationMETA has a big spending problem, almost doubling its growth spending on Reality Labs, its massive 10-year bet on the Metaverse.investor presentationMETA's EPS has been hammered by spending at Reality Labs, and is now expected to decline 34% in 2022 and another 15% in 2023.Why? Partially due to the 2023 recession the bond market now considers a 100% certainty.But also because of this.We do anticipate that Reality Labs operating losses in 2023 will grow significantly year-over-year.Beyond 2023, we expect to pace Reality Labs investments such that we can achieve our goal of growing overall company operating income in the long run.\" - Mark Zuckerberg, Q3 conference call (emphasis added)Last year META lost $10 billion on the Metaverse, and this year it's expected to lose even more. And per its CEO and founder, next year \"significantly more\" still.FactSet Research TerminalBased on Zuckerberg's comments about \"pacing\" spending beyond 2023 analysts expect capex to remain elevated by about 2X compared to before Meta changed its name and went all in on the Metaverse.Mark Zuckerberg: The Mad King Is The Biggest Reason Meta Is A Speculative Blue ChipMark Zuckerberg holds 55% of voting power at META, thanks to his class B shares. Until now, that hasn't been a problem, even though he's been effectively the \"emperor\" of Facebook since the beginning.But now that former COO Sheryl Sandberg, who built the META ad model into a free cash flow minting machine, has left? Well, it appears there's no one with the credibility in META's c-suite to stand up to the mad king and his potentially disastrous $100-plus billion boondoggle.But isn't Zuckerberg a visionary? A mad genius who turned a simple and what many thought was a stupid idea into a formerly $1.1 trillion company?Yes, but there's a fine line between genius and madness and Zuckerberg is potentially on the wrong side of it. Why?StatistaThe potential market for VR in general is about 100 million people today and that's expected to grow to about 130 million by 2027.META is struggling to grow its user base beyond its current 3 billion, because it's largely saturated its addressable market of Internet-0connected people around the world.Zuckerberg has a grand vision of a Meta, controlled Metaverse, a digital world in which we all wear VR goggles and live second lives online.EngadgetMeta's \"significantly higher losses\" in Reality Labs next year is due to launching the Quest Pro, a $1,500 VR headset that costs 5X more than the Quest 2 headset.META's timing on the Metaverse literally came at the worst possible time.the company pivoted to massive spending on new and untested tech that it admits might not make money for 10 years.just as the speculative tech bubble burstand now is launching a $1500 VR headset that costs more than an iPhone during a recessiontoday even Apple is starting to struggle with iPhone salesand the Quest Pro is much less useful or desirable than an iPhoneAnd I'm not the only one skeptical of Meta's giant pivot into a sci-fi future.FactSet Research TerminalReality Labs revenue was about $721 million in 2021 and growing at 9% annually in recent years.not exactly a thrilling level of growthThat grow rate isn't expected to improve until 2025, and even by 2027, when Metaverse revenue is expected to double, it's expected to total $2.8 billion, just over 1% of the company's sales.All while generating $20.3 billion in operating losses, by 2025.Reality Labs was founded in 2021, when Meta changed its name and its mission.$79.5 billion in cumulative operating losses through 2025with no signs of declining annual losses, much less profitsZuckerberg is either crazy or a genius, and so far all the evidence points to crazy.Potentially $180 to $200 billion in Metaverse losses by 2030 if they keep burning $20 billion after 2025But what if Zuckerberg is a Steve Jobs style genius? Jobs famously said that you often can't ask customers what they want in a product, because true innovation is so revolutionary they don't know they want it.If Ihadaskedpeople what they wanted, they would have said faster horses.” - Henry FordHow many people were excited about the iPod when it was introduced in 2001? It was just a better, sleeker, and cooler MP3 player. And yet it transformed Apple into a cash flow machine.And then gave Steve Jobs the credibility and \"reality distortion field\" to change the world with the iPhone.In other words, truly revolutionary change requires a \"build it and they will come\" mindset. At least that's how Mark Zuckerberg is spinning his $200 billion bet.The difference between Zuckerberg and Henry Ford and Steve Jobs is that neither of them risked even a fraction of the money Zuckerberg is planning on.For what's objectively a very speculative bet.For every 10 mad geniuses trying to change the world with their inventions, nine of them fail. And none of them have ever had the resources or power of Mark Zuckerberg, the mad king of Facebook.It Wasn't All BadOur positive takeaways from Meta’s results were that the network effect remains intact given the firm’s encouraging user count and engagement metrics, which we think position Meta to accelerate revenue growth in late 2023, with the assumption that macro uncertainty eases.In addition, Reels is creating incremental engagement time per user and has also displayed early signs of high monetization potential. Plus, the firm continues to invest in enhancing its ad measurement capabilities while adding new advertising options for businesses, which we think will further drive a turnaround.\" - MorningstarMETA has been very badly hurt by Apple's change in private policy, which automatically blocks data tracking unless users specifically opt-in. Just 25% of iOS users have opted in and that number appears to be stable but not improving.StatistaiPhone has 55% market share in the US, the most lucrative digital ad market in the world. This means that with this single privacy policy change, social media companies saw their user data collapse by 42% and it might never be coming back.META, GOOG, and AMZN are the three giants of digital advertising, and each one is hurt to a different degree by this privacy policy change.META most of allGOOG less so because it has alternative data sources (more than 7 services with over 1 billion global users)AMZN least of all because its ad-algos are mostly running on its own proprietary dataFactSet Research TerminalMeta'suser baseis expected to grow slowly over time, but the 58 analysts that cover META (more than any other company on Wall Street) don't believe the Social Media king is dying.Average revenue per user is also expected to recover once the recession is over, though grow by just a modest 15% by 2025.Andfree cash flow, which has been cut in half in the last 12 months, is expected to nearly triple to $43 billion by 2027.And thanks to a much lower market cap,Meta's consensus buybacks of $93 billion from 2023 to 2027could buy back a lot of stock.34% of shares at current valuationsup to 10% of shares each yearAnd what about Meta's growth prospects after it gets past the 2023 recession and this painful pivot to the Metaverse?Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10-Year Inflation And Risk-Adjusted Expected ReturnMeta Platforms0%15.3%15.3%10.7%8.4%8.52.25Nasdaq0.8%11.5%12.3%8.6%6.3%11.41.85Schwab US Dividend Equity ETF3.6%8.5%12.1%8.4%6.2%11.71.82Dividend Aristocrats2.6%8.5%11.1%7.8%5.5%13.11.71Alphabet0.0%11.1%11.1%7.8%5.5%13.11.71S&P 5001.8%8.5%10.3%7.2%4.9%14.61.62(Sources: DK Research Terminal, FactSet, Ycharts, Morningstar)Analysts remain bullish on META, far more so than Alphabet in fact, expecting META to potentially deliver 15.3% long-term returns while GOOG is expected to match the aristocrats and modestly beat the S&P over time.And that doesn't include valuation, and there's no question that at 4.9X cash adjusted trough 2023 earnings, META is trading at a fire sale price.Meta Is A Screaming Buy... If You Trust Zuckerberg's VisionMetricHistorical Fair Value Multiples (8-Years)2021202220232024202512-Month Forward Fair ValueEarnings26.84$369.59$224.38$224.38$286.92$364.22Average$369.59$224.38$224.38$286.92$364.22$224.38Current Price$94.82Discount To Fair Value74.34%57.74%57.74%66.95%73.97%57.74%Upside To Fair Value289.78%136.64%136.64%202.59%284.12%136.64%2022 EPS2023 EPS2022 Weighted EPS2023 Weighted EPS12-Month Forward EPS12-Month Average Fair Value Forward PECurrent Forward PECurrent Forward Cash-Adjusted PE$8.36$8.36$1.13$7.23$8.3626.811.34.9IF META does grow at 15% over time, then historically it's worth about 27X earnings and today it trades at 11.3, and just 4.9X cash-adjusted earnings.a bargain by even private equity standardsIts PEG ratio is 0.32, hyper-growth (potentially) at an absurdly wonderful price.Meta 2024 Consensus Total Return Potential(Source: FAST Graphs, FactSet)If META can grow as expected and return to market-determined fair value consistent with its expected growth rate, then within two years it could nearly triple, delivering 63% annual returns.about 6X more than the S&P 500Meta 2027 Consensus Total Return Potential(Source: FAST Graphs, FactSet)META has Amazon like return potential over the next five year, IF the turnaround is successful.326% consensus return potential through 202732% CAGRabout 7X more than the S&P 500Meta Investment Decision ToolDK(Source: Dividend Kings Automated Investment Decision Tool)(Source: Dividend Kings Automated Investment Decision Tool)META is as close to a perfectspeculativehyper-growth blue-chip opportunity as exists on Wall Street for anyone comfortable with its risk profile. Look at how it compares to the S&P 500.57% discount to fair value vs. 2% S&P = 55% better valuationalmost 50% better long-term annual return potentialabout 4X higher risk-adjusted expected returnsAlphabet: One Of The World's Best Growth Blue-Chips Is Doing Just FineBottom line up front, GOOG is a far safer and better run company than Meta.CompanyMeta PlatformsAlphabetMETA WinsGOOG WinsLT Growth Consensus15.3%11.1%1Total Return Potential15.3%11.1%1LT Risk-Adjusted Expected Return10.7%7.7%1Inflation & Risk-Adjusted Expected Return8.4%5.5%1Years To Double8.513.01Historical Total Return11.6%19.8%112-Month Consensus Total Return Potential68%40%112-Month Fundamentally Justified Total Return Potential137%47%15-Year Consensus Return Potential29% to 45%19% to 21%1Discount To Fair Value57%32%1Cash-Adjusted PE4.99.71DK RatingUltra Value BuyVery Strong Buy1Dividend King's Automatic Investment Decision Score100% A+ Excellent100% A+ Excellent11Quality Score84%97%1Safety Score100%100%11Dependability Score67%94%1S&P LT Risk Management Global Percentile63% Above-Average, Low Risk93% Exceptional (Very Low Risk)1Credit RatingAA- StableAA+ Stable130-Year Bankruptcy Risk0.55%0.29%1Return On Capital (12-Months)46%68%1Return On Capital Industry Percentile60%64%1Return On Capital (13-Year Median)95%74%1Return On Capital (5-Year trend)-16%-1.0%1Sum1411(Source: DK Zen Research Terminal)Meta is the better value, BUT only if you are comfortable with its speculative nature and risk profile.Mad king Mark is running the show and if he wants to run it straight into the ground you have no say in the matter.META's AA-stable credit rating is excellent, but GOOG's AA+ stable rating is slightly better, with just 0.29% 30-year bankruptcy risk according to S&P.META's 68th S&P long-term risk management percentile is above-average bordering on good, indicating low risk.But GOOG's 93rd percentile risk management is exceptional, indicating a very low risk, and you don't have to worry about a CEO king who for now looks to have lost his mind.GOOG's historical profitability is superior to META's, and its wide moat has been far more stable in recent years.Daily ShotAnd YouTube, the crown jewel in GOOG's social media crown, is far more popular with young people than Facebook or Instagram.FactSet Research TerminalAnd unlike META, which is 100% reliant on advertising, GOOG is a far more diversified company.its #4 in Cloud ComputingGOOG's \"other bets\" it's moonshot programs, are expected to have $2.8 billion in sales in 2027, just like Reality Labs. The only difference is that GOOG spends about $3.2 billion annually on other bets, and that part of the GOOG empire could be worth$50 billion.Or to put it another way, META is spending 4X as much money on Reality Labs as GOOG is on Other Bets, and GOOG plans to cut back on that spending in the next year. META plans to increase its spending by about 20%.GOOG has so far lost $27 billion on Other Bets, searching for its next world-beater business. META plans to potentially lose $200 billion or 8X as much, on Reality Labs, and for a business model that so far only 100 million people say they are interested in using.100 million global VR users, not META VR usersDaily ShotGOOG Cloud is a fast growing business. It's not yet profitable but is expected to become profitable in 2025, a year when META is expected to lose over $20 billion on Reality Labs.By 2027 analysts expect Google Cloud to be generating $76 billion in sales (vs $2.8 billion for Reality Labs) and converting that into $9.3 billion in operating income.In other words, Google Cloud is a 26% CAGR growing business that's expected to be minting money far faster than Reality Labs, assuming the Metaverse ever achieves profitability for META.IOT AnalyticsAnd unlike the Metaverse which is expected to have 130 million users (maybe) by 2027, cloud computing is a proven industry, growing at 15% per year and which could become a $2 trillion to $10 trillion industry by 2030.The global Metaverse revenue opportunity could approach $800 billion in 2024 vs. about $500 billion in 2020, based on our analysis and Newzoo, IDC, PWC, Statista and Two Circles data. The primary market for online game makers and gaming hardware may exceed $400 billion in 2024 while opportunities in live entertainment and social media make up the remainder.\" -BloombergNow in fairness to Mr. Zuckerberg and fans of the Metaverse, the Metaverse is already a $500 billion global market. But that's 80% gaming which META is getting only a small handful off.META's market share in the Metaverse is currently 1.6%In other words, with Alphabet the big growth driver is a 26% growing business in a bigger and proven model.GOOG's ability to generate meaningful cash flow from cloud is not speculative, just look at how AWS and Azure are minting money for AMZN and MSFT.And speaking of cash flow.FactSet Research TerminalWhile META's FCF is expected to get cut in half to $16 billion in 2022, GOOG's is expected to remain stable at $68 billion.In 2027 META is expected to generate a solid $43 billion in FCF. But GOOG is expected to generate $159 billion, the most in human corporate history.2027 FCF Consensus Forecasts:GOOG: $159 billionAAPL: $155 billionAMZN: $137 billionMSFT: $101 billionMETA: $43 billionAnd while META is expected to buy back a very healthy $93 billion in stock in the coming years, GOOG is expected to spend $365 billion between 2023 and 2027.In fact, in 2027 alone GOOG's consensus buybacks of $92 billion is as much as analysts expect META to spend over the next four years combined.Alphabet Valuation: Potentially A Very Strong Buy And Close To An Ultra Value BuyAlphabet reported disappointing third-quarter results as revenue growth decelerated further, driven by the stronger dollar and economic uncertainty, which is increasing hesitancy in ad spending. Assuming less uncertainty in the macroeconomic environment, plus the monetization of YouTube Shorts, we expect advertising revenue growth to return to double-digit levels in 2023. Unlike advertising, the cloud business maintained impressive growth.\" - MorningstarGOOG's 9% plunge post-earnings was purely for cyclical reasons, nothing to do with its core business. Advertisers are pulling back due to the slowing economy and coming recession.Nothing about GOOG's fundamental core business is broken, unlike META which has chosen to make a $200 billion speculative pivot.GOOG is not a turnaround story (20% or less max risk cap rec)META is a turnaround story (2.5% or less max risk cap rec)YouTube Shorts has already reached 1.5 billion monthly active viewers, reducing fears that Tok-Tok is hurting the business. With the strong network effect present on YouTube, the strength of Google search, and the firm’s ad-tech powered measuring capabilities, Google’s ad revenue miss wasn’t significantly due to Apple privacy changes either.\" - MorningstarWhile META is struggling to compete with Tok-Tok (and losing for now), GOOG's YouTube is holding its own.And while META's user data feed was gutted by Apple's privacy change, GOOG was barely affected at all.GMAIL has almost 2 billion global users4.3 billion people use Google SearchGOOG has over seven services with over 1 billion users.This is how GOOG is able to replace that user data that META can't.And the more Google Cloud grows, the more data of all kinds it will have to improve its algorithms even faster.META has no plans for cloud computing, and no way to increase its user data feed, unless everyone buys into its Metaverse vision.the most passionate Metaverse advocates hate META with a passionthey view Zuckerberg's vision as a \"Ready Player One\" style dystopiaSo with GOOG you have a more diversified and better run business, with far better long-term risk-management according to S&P.You have a clear path to growth and far less execution risk than what META faces.And most of all, you don't have a single person who reigns over the company as a potentially mad god king who no one can stop from running into the ground, which is the largest risk to META today.Alphabet: A Wonderful Company At A Wonderful PriceMetricHistorical Fair Value Multiples (all years)2021202220232024202512-Month Forward Fair ValueEarnings25.79$144.68$122.76$138.75$163.25$196.26Average$144.68$122.76$138.75$163.25$196.26$136.60Current Price$92.11Discount To Fair Value36.34%24.97%33.61%43.58%53.07%32.57%Upside To Fair Value57.08%33.28%50.64%77.23%113.07%48.30%2022 EPS2023 EPS2022 Weighted EPS2023 Weighted EPS12-Month Forward PE12-Month Average Fair Value Forward PECurrent Forward PECurrent Forward Cash-Adjusted PE$4.76$5.38$0.64$4.66$5.3025.817.49.8GOOG has historically been valued by billions of investors at about 26X earnings, even when it was growing at 4%.Thus I'm confident that GOOG growing at 11% (those estimates might increase post-recession) is still worth about 26X earnings.Today GOOG trades at 17.4X earnings, but just 9.8X cash-adjusted earnings.a PEG of 0.88growth at a reasonable price, and in an AA-rated Ultra-SWAN quality 93rd percentile risk management packageAlphabet 2024 Consensus Total Return Potential(Source: FAST Graphs, FactSet Research)If GOOG grows as expected and returns to historical fair value, it could deliver 73% returns, or 29% CAGR.more than 2X greater than the S&P 500Alphabet 2027 Consensus Total Return Potential(Source: FAST Graphs, FactSet Research)If GOOG grows as expected through 2027 it could deliver 165% total returns, or 21% CAGR.Buffett-like returns from a blue-chip bargain hiding in plain sightabout 2.5X more than the S&P 50019% to 21% CAGR consensus return potential rangeGOOG Corp Investment Decision ToolDK(Source: Dividend Kings Automated Investment Decision Tool)GOOG is as close to a perfect growth blue-chip opportunity as exists on Wall Street for anyone comfortable with its risk profile. Look at how it compares to the S&P 500.32% discount to fair value vs. 2% S&P = 30% better valuation10% better long-term annual return potential (but with far better safety, quality, and risk-management)about 2X higher risk-adjusted expected returnsBottom Line: Both META And Alphabet Are Screaming Bargains But The Mad King Zuckerberg Makes GOOG The Smarter, Safer, And Less Speculative Buy TodayMETA has become cheap for a good reason, the speculative turnaround plan that CEO/King Zuckerberg has doubled down on.I'm personally skeptical that Reality Labs will pay off big, and expect that META will pivot and significantly reduce its spending plans on the Metaverse.That's why I still own the stock, though just a 1% position (2.5% OR LESS is the max recommended position size).In contrast, GOOG, while not as undervalued, is also a higher-quality, more diversified, and stronger company in terms of balance sheet and free cash flow generation.It's 93rd percentile risk management and AA+ stable credit rating are a testament to it being one of the greatest world-beaters in existence.And with its big growth plan being Google Cloud, a 26% growing business with a $2 trillion addressable market and clear path to profitability, I consider GOOG the safer, less speculative, and smarter investment today.Both META and GOOG could make you Buffett-like returns over the next five years, if they grow as expected. But with GOOG I'm a lot more confident that GOOG won't just meet growth forecasts, but potentially exceed them by a wide margin.With META? Well, it's ride or die with mad king Zuckerberg, and his Ford/Jobs like strategy of \"if you build it they will come.\" I join with all META shareholders in hoping that king Zuckerberg will spend a lot less than $180 billion on testing his theory and bringing his vision to life.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985657168,"gmtCreate":1667385110754,"gmtModify":1676537909079,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"It may be a golden opportunity for the brave to bite at current price and awaits the normalisation of its stock price. Might take a while though...&nbsp;[Cool]&nbsp;","listText":"It may be a golden opportunity for the brave to bite at current price and awaits the normalisation of its stock price. Might take a while though...&nbsp;[Cool]&nbsp;","text":"It may be a golden opportunity for the brave to bite at current price and awaits the normalisation of its stock price. Might take a while though... [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985657168","repostId":"1163856109","repostType":2,"repost":{"id":"1163856109","kind":"news","pubTimestamp":1667381008,"share":"https://ttm.financial/m/news/1163856109?lang=&edition=fundamental","pubTime":"2022-11-02 17:23","market":"us","language":"en","title":"Credit Suisse Cut to One Level Above Junk Status by S&P","url":"https://stock-news.laohu8.com/highlight/detail?id=1163856109","media":"Bloomberg","summary":"(Bloomberg) -- Credit Suisse Group AG’s long-term rating was downgraded by S&P Global Ratings to jus","content":"<html><head></head><body><p>(Bloomberg) -- Credit Suisse Group AG’s long-term rating was downgraded by S&amp;P Global Ratings to just one level above junk status, underscoring the bank’s challenges after it laid out a radical restructuring plan last week.</p><p>The Swiss bank’s long-term rating was cut to BBB- from BBB, with a stable outlook. That’s just one notch above the BB “speculative grade.” The US ratings firm, echoing several analyst after the restructuring was announced on Thursday, said it sees “material execution risks amid a deteriorating and volatile economic and market environment.” It also signaled that some details around asset sales remain “unclear.”</p><p>Credit Suisse’s new strategy triggered the biggest single-day decline on record on the day, with shares tumbling 18%, as investors weighed the high costs of the plan, the modest return predictions and the significant dilution. The strategic review came as the bank posted a quarterly loss of 4.03 billion Swiss francs, including a large impairment of deferred tax assets related to the revamp. The restructuring will see the investment bank broken up and will cost about 2.9 billion francs ($2.9 billion) through 2024.</p><p>“Credit Suisse’s third-quarter earnings pointed to a weakened franchise as its leading wealth management business proved less resilient than previously anticipated, demonstrated by client money outflows and an inflexible cost base,” S&amp;P said in a statement.</p><p>Earlier this year, S&amp;P had affirmed Credit Suisse’s long-term rating at BBB, citing the group’s commitment to strong capital, although the outlook remained negative amid uncertainties about the revised strategy.</p><p>The new downgrade means Credit Suisse has the worst credit rating from S&amp;P among all major investment banks, creating a structural disadvantage as lower ratings usually translate into higher funding costs. They also tend to make lenders less attractive as counterparties for derivatives transactions.</p><p>Several downgrades played an important role in Deutsche Bank AG’s loss of market share several years ago, and the firm’s rebounding credit ratings since then have similarly been a decisive factor in winning back that market share.</p><p>Meanwhile, Moody’s affirmed Credit Suisse’s senior unsecured debt rating at Baa2, and downgraded the long-term senior unsecured debt of a major subsidiary of the Swiss bank.</p><p>“With these ratings, a downgrade to non-investment grade does not seem imminent”, said Zurcher Kantonalbank analyst Christian Schmidiger.</p><p>To shore up its finances, the bank is planning to raise 4 billion francs through a rights issue and selling shares to key investors including the Saudi National Bank. Chairman Axel Lehmann has said the capital increase will make the lender “rock solid,” helping it to carry out the overhaul, which will see the bank spin out an investment banking boutique while shrinking the trading operations.</p><p>Other key elements of the restructuring include selling parts of its Securitized Products Group to Apollo Global Management Inc. and Pacific Investment Management Co.. The bank also wants to cut its workforce by 9,000 to 43,000 by 2025.</p><p>Bank executives had wanted to avoid a capital increase given the shares were trading near record lows, but saw outflows of assets and deposits from wealthy clients and ultimately decided to boost capital to help shore up its finances. The bank is also expecting a fourth-quarter loss.</p><p>Chief Executive Officer Ulrich Koerner said last week that the bank will “definitely” be profitable from 2024. The bank expects to pay only a “nominal” dividend until then.</p><p>As part of the capital raising, Saudi National Bank is set to become one of the Swiss bank’s biggest shareholders, with a stake of almost 10%. The Qatar Investment Authority, another top investor, is also set to increase its stake by investing alongside the SNB, the Financial Times reported.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Credit Suisse Cut to One Level Above Junk Status by S&P</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\">\nCredit Suisse Cut to One Level Above Junk Status by S&P\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 17:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-02/credit-suisse-downgraded-by-s-p-on-risks-to-planned-overhaul><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Credit Suisse Group AG’s long-term rating was downgraded by S&P Global Ratings to just one level above junk status, underscoring the bank’s challenges after it laid out a radical ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-02/credit-suisse-downgraded-by-s-p-on-risks-to-planned-overhaul\">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.bloomberg.com/news/articles/2022-11-02/credit-suisse-downgraded-by-s-p-on-risks-to-planned-overhaul","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163856109","content_text":"(Bloomberg) -- Credit Suisse Group AG’s long-term rating was downgraded by S&P Global Ratings to just one level above junk status, underscoring the bank’s challenges after it laid out a radical restructuring plan last week.The Swiss bank’s long-term rating was cut to BBB- from BBB, with a stable outlook. That’s just one notch above the BB “speculative grade.” The US ratings firm, echoing several analyst after the restructuring was announced on Thursday, said it sees “material execution risks amid a deteriorating and volatile economic and market environment.” It also signaled that some details around asset sales remain “unclear.”Credit Suisse’s new strategy triggered the biggest single-day decline on record on the day, with shares tumbling 18%, as investors weighed the high costs of the plan, the modest return predictions and the significant dilution. The strategic review came as the bank posted a quarterly loss of 4.03 billion Swiss francs, including a large impairment of deferred tax assets related to the revamp. The restructuring will see the investment bank broken up and will cost about 2.9 billion francs ($2.9 billion) through 2024.“Credit Suisse’s third-quarter earnings pointed to a weakened franchise as its leading wealth management business proved less resilient than previously anticipated, demonstrated by client money outflows and an inflexible cost base,” S&P said in a statement.Earlier this year, S&P had affirmed Credit Suisse’s long-term rating at BBB, citing the group’s commitment to strong capital, although the outlook remained negative amid uncertainties about the revised strategy.The new downgrade means Credit Suisse has the worst credit rating from S&P among all major investment banks, creating a structural disadvantage as lower ratings usually translate into higher funding costs. They also tend to make lenders less attractive as counterparties for derivatives transactions.Several downgrades played an important role in Deutsche Bank AG’s loss of market share several years ago, and the firm’s rebounding credit ratings since then have similarly been a decisive factor in winning back that market share.Meanwhile, Moody’s affirmed Credit Suisse’s senior unsecured debt rating at Baa2, and downgraded the long-term senior unsecured debt of a major subsidiary of the Swiss bank.“With these ratings, a downgrade to non-investment grade does not seem imminent”, said Zurcher Kantonalbank analyst Christian Schmidiger.To shore up its finances, the bank is planning to raise 4 billion francs through a rights issue and selling shares to key investors including the Saudi National Bank. Chairman Axel Lehmann has said the capital increase will make the lender “rock solid,” helping it to carry out the overhaul, which will see the bank spin out an investment banking boutique while shrinking the trading operations.Other key elements of the restructuring include selling parts of its Securitized Products Group to Apollo Global Management Inc. and Pacific Investment Management Co.. The bank also wants to cut its workforce by 9,000 to 43,000 by 2025.Bank executives had wanted to avoid a capital increase given the shares were trading near record lows, but saw outflows of assets and deposits from wealthy clients and ultimately decided to boost capital to help shore up its finances. The bank is also expecting a fourth-quarter loss.Chief Executive Officer Ulrich Koerner said last week that the bank will “definitely” be profitable from 2024. The bank expects to pay only a “nominal” dividend until then.As part of the capital raising, Saudi National Bank is set to become one of the Swiss bank’s biggest shareholders, with a stake of almost 10%. The Qatar Investment Authority, another top investor, is also set to increase its stake by investing alongside the SNB, the Financial Times reported.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988227959,"gmtCreate":1666764271772,"gmtModify":1676537802924,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"[Allin]&nbsp;","listText":"[Allin]&nbsp;","text":"[Allin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988227959","repostId":"1182714134","repostType":4,"repost":{"id":"1182714134","kind":"news","pubTimestamp":1666763109,"share":"https://ttm.financial/m/news/1182714134?lang=&edition=fundamental","pubTime":"2022-10-26 13:45","market":"us","language":"en","title":"Apple: Fiscal Q4 Will Be Another Mic Dropper","url":"https://stock-news.laohu8.com/highlight/detail?id=1182714134","media":"Seeking Alpha","summary":"SummaryApple should deliver another of its trademark mic drops in the September quarter, led by the ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple should deliver another of its trademark mic drops in the September quarter, led by the iPhone and Mac.</li><li>One area of concern is the services segment, as the end of the pandemic tailwinds and a strong dollar should push growth to historic lows.</li><li>I maintain my long-term stance that AAPL is a great stock to have in the portfolio, especially if bought 18% below all-time highs.</li></ul><p>Tech earnings week is finally here, and Apple&#39;s (NASDAQ:AAPL) highly anticipated fiscal Q4 report will be released on October 27, after the closing bell. On average, analysts expect revenue growth to reach a timid 7%, but on top of last year&#39;s impressive 29% increase in the comparable period. EPS of $1.27 would be barely an improvement YOY — but again, against very tough comps.</p><p>I believe that Apple will report another of its trademark mic drops in the September quarter. When many fear for deceleration in economic activity and an eventual softening in consumer discretionary spending, worries that I believe to be very well justified, CEO Tim Cook and company will likely prove that Apple can still sustain strong demand with a compelling product portfolio and the power of its brand.</p><p><b>iPhone and Mac will carry Apple&#39;s Q4...</b></p><p>It should not be a surprise that Apple&#39;s fiscal Q4 results will depend largely on the iPhone. While the handheld devices were once thought by some experts to be in their mature-to-declining life cycle, COVID-19 at least (and maybe other factors, including the 5G transition) helped to breathe life into the product category. The iPhone accounted for 52% of Apple&#39;s revenues in fiscal 2021, and the number should climb to 54% this year.</p><p>Research company Canalyshas already previewed the story in the smartphone space in calendar Q3 (see chart below): &#34;harsh business conditions&#34; caused by &#34;the gloomy economic outlook&#34; and lingering supply chain constraints have resulted in a decline of nearly 10% in device shipments globally, which could have been worse if not for aggressive discounting. But Apple seems very much immune to these challenges. Canalys estimates that iPhone shipments increased in calendar Q3 instead, to the tune of almost 10%.</p><p><img src=\"https://static.tigerbbs.com/ff5404367d721d0c21d09e1142e679cf\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>Canalys</p><p>If the estimates above are right, fiscal Q4 will serve as another piece of evidence that Apple has hit the nail on the head with its smartphone strategy. Year-to-date and compared to pre-pandemic, pre-5G levels, iPhone sales have increased by an annualized 14%. I believe that the impressive growth run rate will remain unchanged in the September 2022 quarter, aided by a heavy mix of higher-end Pro devices that should also drive better ASPs (average selling prices) and, possibly, higher margins.</p><p>The other part of Apple&#39;s product portfolio that will likely shine this time is the Mac, which represents just short of 10% of total company revenues.We already know from research company IDC that, not unlike the iPhone, the Mac defied the industry-wide trends that have been discouraging and witnessed a YOY increase in shipments that may have surpassed 40% in fiscal Q4. To credit may be the new MacBook Air equipped with the M2 chip, whose launch in July was timely and should help to lavishly beat fairly easy 2021 segment comps.</p><p><b>... but services could be a concern</b></p><p>On the other end of the spectrum is the services segment. In great part, I credit this business and the business model transition that it helped to spark for Apple stock&#39;s P/E having skyrocketed from the low teen levels in the early 2010s. But now, services may be experiencing a slow growth problem due to (1) the pandemic and stay-at-home tailwinds subsidizing, most importantly, and (2) a strong dollar.</p><p>In fact, when I look at the quarter-by-quarter services growth chart below, it becomes clear that the services segment is no longer the exciting growth engine that it once was. Notice (1) the descending trend through 2019 that may have been secular, followed by (2) a spike that coincided with the monetary and fiscal incentives during the first half of the COVID-19 crisis, followed by (3) another leg lower in the post-pandemic period that could now culminate in the slower growth rate since 2019 at least, if not much longer.</p><p><img src=\"https://static.tigerbbs.com/68e725370d668ba890e8e7e4dc7db6c3\" tg-width=\"640\" tg-height=\"407\" referrerpolicy=\"no-referrer\"/></p><p>DM Martins Research</p><p>Research published on the App Store&#39;s recent performance supports the idea that service revenues could disappoint this time. According to Morgan Stanley, September was the slowest month of growth for the App Store since 2015 at least, which would have led to quarterly revenues having declined by 2%.</p><p>Last quarter, CFO Luca Maestri had already spoken of services revenue increasing YOY &#34;but decelerating from the June quarter due to macroeconomic factors and foreign exchange&#34;.</p><p><b>Own AAPL stock for the long haul</b></p><p>I think that Apple will impress again in fiscal Q4, despite certain parts of the portfolio (namely the services segment) possibly being a disappointment. However, I must admit that I am not much of a short-term trader. I do not have a strong opinion on whether AAPL is a good stock to buy ahead of earnings day and sell right after it, for example.</p><p>Instead, I maintain my long-term stance that Apple is a great stock to have in the portfolio, especially if bought 18% below all-time highs. While valuations remain far from depressed (see chart below), I like the product portfolio that seems to support strong demand and the company&#39;s recent track record of executing well in virtually any macro environment.</p><p><img src=\"https://static.tigerbbs.com/ae059dd088bf661699829abc8056cb5e\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Fiscal Q4 Will Be Another Mic Dropper</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Fiscal Q4 Will Be Another Mic Dropper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 13:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548790-apple-fiscal-q4-will-be-another-mic-dropper><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple should deliver another of its trademark mic drops in the September quarter, led by the iPhone and Mac.One area of concern is the services segment, as the end of the pandemic tailwinds and...</p>\n\n<a href=\"https://seekingalpha.com/article/4548790-apple-fiscal-q4-will-be-another-mic-dropper\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4548790-apple-fiscal-q4-will-be-another-mic-dropper","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182714134","content_text":"SummaryApple should deliver another of its trademark mic drops in the September quarter, led by the iPhone and Mac.One area of concern is the services segment, as the end of the pandemic tailwinds and a strong dollar should push growth to historic lows.I maintain my long-term stance that AAPL is a great stock to have in the portfolio, especially if bought 18% below all-time highs.Tech earnings week is finally here, and Apple's (NASDAQ:AAPL) highly anticipated fiscal Q4 report will be released on October 27, after the closing bell. On average, analysts expect revenue growth to reach a timid 7%, but on top of last year's impressive 29% increase in the comparable period. EPS of $1.27 would be barely an improvement YOY — but again, against very tough comps.I believe that Apple will report another of its trademark mic drops in the September quarter. When many fear for deceleration in economic activity and an eventual softening in consumer discretionary spending, worries that I believe to be very well justified, CEO Tim Cook and company will likely prove that Apple can still sustain strong demand with a compelling product portfolio and the power of its brand.iPhone and Mac will carry Apple's Q4...It should not be a surprise that Apple's fiscal Q4 results will depend largely on the iPhone. While the handheld devices were once thought by some experts to be in their mature-to-declining life cycle, COVID-19 at least (and maybe other factors, including the 5G transition) helped to breathe life into the product category. The iPhone accounted for 52% of Apple's revenues in fiscal 2021, and the number should climb to 54% this year.Research company Canalyshas already previewed the story in the smartphone space in calendar Q3 (see chart below): \"harsh business conditions\" caused by \"the gloomy economic outlook\" and lingering supply chain constraints have resulted in a decline of nearly 10% in device shipments globally, which could have been worse if not for aggressive discounting. But Apple seems very much immune to these challenges. Canalys estimates that iPhone shipments increased in calendar Q3 instead, to the tune of almost 10%.CanalysIf the estimates above are right, fiscal Q4 will serve as another piece of evidence that Apple has hit the nail on the head with its smartphone strategy. Year-to-date and compared to pre-pandemic, pre-5G levels, iPhone sales have increased by an annualized 14%. I believe that the impressive growth run rate will remain unchanged in the September 2022 quarter, aided by a heavy mix of higher-end Pro devices that should also drive better ASPs (average selling prices) and, possibly, higher margins.The other part of Apple's product portfolio that will likely shine this time is the Mac, which represents just short of 10% of total company revenues.We already know from research company IDC that, not unlike the iPhone, the Mac defied the industry-wide trends that have been discouraging and witnessed a YOY increase in shipments that may have surpassed 40% in fiscal Q4. To credit may be the new MacBook Air equipped with the M2 chip, whose launch in July was timely and should help to lavishly beat fairly easy 2021 segment comps.... but services could be a concernOn the other end of the spectrum is the services segment. In great part, I credit this business and the business model transition that it helped to spark for Apple stock's P/E having skyrocketed from the low teen levels in the early 2010s. But now, services may be experiencing a slow growth problem due to (1) the pandemic and stay-at-home tailwinds subsidizing, most importantly, and (2) a strong dollar.In fact, when I look at the quarter-by-quarter services growth chart below, it becomes clear that the services segment is no longer the exciting growth engine that it once was. Notice (1) the descending trend through 2019 that may have been secular, followed by (2) a spike that coincided with the monetary and fiscal incentives during the first half of the COVID-19 crisis, followed by (3) another leg lower in the post-pandemic period that could now culminate in the slower growth rate since 2019 at least, if not much longer.DM Martins ResearchResearch published on the App Store's recent performance supports the idea that service revenues could disappoint this time. According to Morgan Stanley, September was the slowest month of growth for the App Store since 2015 at least, which would have led to quarterly revenues having declined by 2%.Last quarter, CFO Luca Maestri had already spoken of services revenue increasing YOY \"but decelerating from the June quarter due to macroeconomic factors and foreign exchange\".Own AAPL stock for the long haulI think that Apple will impress again in fiscal Q4, despite certain parts of the portfolio (namely the services segment) possibly being a disappointment. However, I must admit that I am not much of a short-term trader. I do not have a strong opinion on whether AAPL is a good stock to buy ahead of earnings day and sell right after it, for example.Instead, I maintain my long-term stance that Apple is a great stock to have in the portfolio, especially if bought 18% below all-time highs. While valuations remain far from depressed (see chart below), I like the product portfolio that seems to support strong demand and the company's recent track record of executing well in virtually any macro environment.Data by YCharts","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9955173989,"gmtCreate":1675303685042,"gmtModify":1676538991107,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"U can only plan so much without the market moving in another direction counter to your plans&nbsp;[Happy]&nbsp;","listText":"U can only plan so much without the market moving in another direction counter to your plans&nbsp;[Happy]&nbsp;","text":"U can only plan so much without the market moving in another direction counter to your plans [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955173989","repostId":"1130602046","repostType":2,"repost":{"id":"1130602046","kind":"news","pubTimestamp":1675302918,"share":"https://ttm.financial/m/news/1130602046?lang=&edition=fundamental","pubTime":"2023-02-02 09:55","market":"us","language":"en","title":"The More Powell Spoke, the More U.S. Stock and Bond Markets Rallied","url":"https://stock-news.laohu8.com/highlight/detail?id=1130602046","media":"Bloomberg","summary":"Markets seized on financial conditions comment, says RosenbergOdds increasing Fed is declaring victo","content":"<html><head></head><body><ul><li>Markets seized on financial conditions comment, says Rosenberg</li><li>Odds increasing Fed is declaring victory too soon, says Dutta</li></ul><p>Behind closed doors, Federal Reserve policy makers worry rallying markets are impeding their efforts to control inflation. But every time Jerome Powell goes out in public he gives them more room to run.</p><p>When the Fed chairman took to the podium Wednesday afternoon, stock markets were hovering around their session lows. The central bank had just delivered an eighth straight rate hike and signaled more were to come, and some of the uber-bullishness on display in markets this year had faded a little.</p><p>By the time Powell was done speaking some 45 minutes later, stocks had soared. The S&amp;P 500 reached its intraday high, up 1.8%, and traders were also quickly bidding up prices on Treasuries, corporate bonds and crypto.</p><p>Powell may have intended to deliver a stern message that the Fed still had a lot of work to do to tame inflation but that’s not what investors heard. Instead, they heard a chairman who indicated he was seeing clear evidence of slowing consumer price increases and who didn’t seem particularly bothered by the January rally in markets.</p><p>For the second straight meeting, the very first question he was asked at the press conference was whether he was worried about the rally creating easier financial conditions that could hamper his inflation fight and, once again, he chose not to push back hard. “Our focus is not on short-term moves,but on sustained changes” to financial conditions, he said.</p><p>“There’s a real disconnect between what he said, what the statement said, maybe what he wanted to say, and what the markets heard,” BlackRock’s Jeffrey Rosenberg said on Bloomberg TV. “But what the markets heard was this issue of the conflict between financial conditions easing, and whether or not that would impact the Fed’s policy making — he dismissed it.”</p><p><img src=\"https://static.tigerbbs.com/59af89b155f1ed316b3baf5498af216a\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>Powell’s response came on a day that was not without tough talk on inflation, with the chairman repeatedly stressing that while price pressures in the economy had eased, the battle was far from won. Policy makers lifted the Fed’s target for its benchmark rate by a quarter percentage point to a range of 4.5% to 4.75% and said ongoing increases will be appropriate, a signal to most that no pause in tightening is imminent.</p><p>But investors had been bracing for harsh commentary from the Fed aimed at cooling the recent run-up in risk assets. The chairman instead argued that readings have tightened “very significantly” over the past year as the Fed hiked.</p><p>The emphasis on tighter conditions is being taken by traders as evidence the latest rallies in equities and credit are not a major concern for policy makers, essentially freeing them to bid up prices. Some analysts question what measure Powell was referring to — a Bloomberg index of US conditions across markets sits today at a looser level than it was when the Fed began its tightening campaign last year.</p><p>“Powell has said that financial conditions have tightened considerably despite the fact that they have eased considerably,” wrote Neil Dutta, head of US economic research at Renaissance Macro Research LLC. “The fact that he has said this is dovish in its own right,” according to Dutta, who added: “the odds are increasing that the Fed is declaring victory too soon.”</p><p>Wednesday’s stock rally is a continuation of what’s been happening all year in markets, with stocks surging and volatility easing versus last year. The S&amp;P 500 last month gained more than 6% in what was its best showing since October. The Cboe Volatility Index, a gauge of cost of equity options, fell to the lowest level since the immediate aftermath the S&amp;P 500’s last all-time high reached in January 2022.</p><p>Traders who had braced for a hawkish Fed were caught off guard and rushed to short-term options to play catch-up. Contracts within 24 hours to expiry accounted for almost 40% of all S&amp;P 500’s total volume, with trading in bullish calls outpacing bearish puts.</p><p>The expression of optimism was even more evident in the interest-rate swaps market, where traders are now pricing a half percentage point rate cut in the second half of the year after rates peak near 4.9%.</p><p>None of the market action is likely what the central bank wants to see as it looks to continue to rein in inflation, said Adam Phillips, managing director of portfolio strategy at EP Wealth Advisors.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The More Powell Spoke, the More U.S. Stock and Bond Markets Rallied</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe More Powell Spoke, the More U.S. Stock and Bond Markets Rallied\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-02 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-01/powell-holds-fire-on-markets-breaking-loose-from-fed-control><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets seized on financial conditions comment, says RosenbergOdds increasing Fed is declaring victory too soon, says DuttaBehind closed doors, Federal Reserve policy makers worry rallying markets are...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-01/powell-holds-fire-on-markets-breaking-loose-from-fed-control\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-01/powell-holds-fire-on-markets-breaking-loose-from-fed-control","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130602046","content_text":"Markets seized on financial conditions comment, says RosenbergOdds increasing Fed is declaring victory too soon, says DuttaBehind closed doors, Federal Reserve policy makers worry rallying markets are impeding their efforts to control inflation. But every time Jerome Powell goes out in public he gives them more room to run.When the Fed chairman took to the podium Wednesday afternoon, stock markets were hovering around their session lows. The central bank had just delivered an eighth straight rate hike and signaled more were to come, and some of the uber-bullishness on display in markets this year had faded a little.By the time Powell was done speaking some 45 minutes later, stocks had soared. The S&P 500 reached its intraday high, up 1.8%, and traders were also quickly bidding up prices on Treasuries, corporate bonds and crypto.Powell may have intended to deliver a stern message that the Fed still had a lot of work to do to tame inflation but that’s not what investors heard. Instead, they heard a chairman who indicated he was seeing clear evidence of slowing consumer price increases and who didn’t seem particularly bothered by the January rally in markets.For the second straight meeting, the very first question he was asked at the press conference was whether he was worried about the rally creating easier financial conditions that could hamper his inflation fight and, once again, he chose not to push back hard. “Our focus is not on short-term moves,but on sustained changes” to financial conditions, he said.“There’s a real disconnect between what he said, what the statement said, maybe what he wanted to say, and what the markets heard,” BlackRock’s Jeffrey Rosenberg said on Bloomberg TV. “But what the markets heard was this issue of the conflict between financial conditions easing, and whether or not that would impact the Fed’s policy making — he dismissed it.”Powell’s response came on a day that was not without tough talk on inflation, with the chairman repeatedly stressing that while price pressures in the economy had eased, the battle was far from won. Policy makers lifted the Fed’s target for its benchmark rate by a quarter percentage point to a range of 4.5% to 4.75% and said ongoing increases will be appropriate, a signal to most that no pause in tightening is imminent.But investors had been bracing for harsh commentary from the Fed aimed at cooling the recent run-up in risk assets. The chairman instead argued that readings have tightened “very significantly” over the past year as the Fed hiked.The emphasis on tighter conditions is being taken by traders as evidence the latest rallies in equities and credit are not a major concern for policy makers, essentially freeing them to bid up prices. Some analysts question what measure Powell was referring to — a Bloomberg index of US conditions across markets sits today at a looser level than it was when the Fed began its tightening campaign last year.“Powell has said that financial conditions have tightened considerably despite the fact that they have eased considerably,” wrote Neil Dutta, head of US economic research at Renaissance Macro Research LLC. “The fact that he has said this is dovish in its own right,” according to Dutta, who added: “the odds are increasing that the Fed is declaring victory too soon.”Wednesday’s stock rally is a continuation of what’s been happening all year in markets, with stocks surging and volatility easing versus last year. The S&P 500 last month gained more than 6% in what was its best showing since October. The Cboe Volatility Index, a gauge of cost of equity options, fell to the lowest level since the immediate aftermath the S&P 500’s last all-time high reached in January 2022.Traders who had braced for a hawkish Fed were caught off guard and rushed to short-term options to play catch-up. Contracts within 24 hours to expiry accounted for almost 40% of all S&P 500’s total volume, with trading in bullish calls outpacing bearish puts.The expression of optimism was even more evident in the interest-rate swaps market, where traders are now pricing a half percentage point rate cut in the second half of the year after rates peak near 4.9%.None of the market action is likely what the central bank wants to see as it looks to continue to rein in inflation, said Adam Phillips, managing director of portfolio strategy at EP Wealth Advisors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059356675,"gmtCreate":1654305829697,"gmtModify":1676535428131,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Musk always uses his influence to move the markets to his favour. Smart investors would know to take his comments with lots of scepticism.","listText":"Musk always uses his influence to move the markets to his favour. Smart investors would know to take his comments with lots of scepticism.","text":"Musk always uses his influence to move the markets to his favour. Smart investors would know to take his comments with lots of scepticism.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059356675","repostId":"2240220809","repostType":2,"repost":{"id":"2240220809","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654305242,"share":"https://ttm.financial/m/news/2240220809?lang=&edition=fundamental","pubTime":"2022-06-04 09:14","market":"us","language":"en","title":"Biden Dismisses Elon Musk \"Super Bad Feeling\" on Economy With Moon Retort","url":"https://stock-news.laohu8.com/highlight/detail?id=2240220809","media":"Dow Jones","summary":"President Joe Biden on Friday sounded dismissive when a reporter asked him about a much-discussed report that billionaire entrepreneur Elon Musk said he had a \"super bad feeling\" about the economy.Bid","content":"<html><head></head><body><p>President Joe Biden on Friday sounded dismissive when a reporter asked him about a much-discussed report that billionaire entrepreneur Elon Musk said he had a &#34;super bad feeling&#34; about the economy.</p><p>Biden responded to the question by saying companies such as Ford <a href=\"https://laohu8.com/S/F\">$(F)$</a>, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Chrysler&#39;s parent (STLA.MI) were making investments in the U.S. economy.</p><p>&#34;So you know, lots of luck on his trip to the moon,&#34; the president said, referring to the SpaceX and Tesla boss.</p><p>Musk said in an email to executives at Tesla that he had a &#34;super bad feeling&#34; about the economy, and that employee headcount at the electric-vehicles giant needed to be cut by 10%, according to a Reuters report.</p><p>The Biden administration and Musk have been at odds repeatedly, with the entrepreneur once tweeting that the president &#34;for reasons unknown&#34; is &#34;unable to say the word &#39;Tesla.&#39;&#34;</p><p>Biden&#39;s remarks came after he gave a speech in Rehoboth Beach, Del., about the latest reading on the country&#39;s job market.</p><p>In that address,  the president characterized the jobs report as encouraging for Americans dealing with high inflation.</p><p>Friday&#39;s employment report showed the U.S. added 390,000 new jobs in May, above forecasts for 328,000, signaling the labor market and broader economy are still going strong despite high inflation.</p><p>The increase in employment was the smallest in 13 months, and the unemployment rate was unchanged at 3.6%.</p><p>&#34;We aren&#39;t likely to see the kind of blockbuster job reports month after month like we had over this past year, but that&#39;s a good thing,&#34; Biden said.</p><p>&#34;That&#39;s a sign of a healthy economy with steady growth, rising wages for working families, everyday costs easing up, and shrinking the deficit. That stability puts us in a strong position to tackle what is clearly a problem -- inflation. I&#39;ve been very clear that fight inflation is my top economic priority.&#34;</p><p>U.S. stocks lost ground Friday, with the tech sector  leading the way south following the news that Tesla may be considering job cuts. The main equity gauges have tumbled this year, with the S&amp;P 500 down about 14%, as investors fret about inflation, the Federal Reserve&#39;s interest-rate hikes and the potential for a recession.</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>Biden Dismisses Elon Musk \"Super Bad Feeling\" on Economy With Moon Retort</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\">\nBiden Dismisses Elon Musk \"Super Bad Feeling\" on Economy With Moon Retort\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\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\">2022-06-04 09:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President Joe Biden on Friday sounded dismissive when a reporter asked him about a much-discussed report that billionaire entrepreneur Elon Musk said he had a &#34;super bad feeling&#34; about the economy.</p><p>Biden responded to the question by saying companies such as Ford <a href=\"https://laohu8.com/S/F\">$(F)$</a>, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Chrysler&#39;s parent (STLA.MI) were making investments in the U.S. economy.</p><p>&#34;So you know, lots of luck on his trip to the moon,&#34; the president said, referring to the SpaceX and Tesla boss.</p><p>Musk said in an email to executives at Tesla that he had a &#34;super bad feeling&#34; about the economy, and that employee headcount at the electric-vehicles giant needed to be cut by 10%, according to a Reuters report.</p><p>The Biden administration and Musk have been at odds repeatedly, with the entrepreneur once tweeting that the president &#34;for reasons unknown&#34; is &#34;unable to say the word &#39;Tesla.&#39;&#34;</p><p>Biden&#39;s remarks came after he gave a speech in Rehoboth Beach, Del., about the latest reading on the country&#39;s job market.</p><p>In that address,  the president characterized the jobs report as encouraging for Americans dealing with high inflation.</p><p>Friday&#39;s employment report showed the U.S. added 390,000 new jobs in May, above forecasts for 328,000, signaling the labor market and broader economy are still going strong despite high inflation.</p><p>The increase in employment was the smallest in 13 months, and the unemployment rate was unchanged at 3.6%.</p><p>&#34;We aren&#39;t likely to see the kind of blockbuster job reports month after month like we had over this past year, but that&#39;s a good thing,&#34; Biden said.</p><p>&#34;That&#39;s a sign of a healthy economy with steady growth, rising wages for working families, everyday costs easing up, and shrinking the deficit. That stability puts us in a strong position to tackle what is clearly a problem -- inflation. I&#39;ve been very clear that fight inflation is my top economic priority.&#34;</p><p>U.S. stocks lost ground Friday, with the tech sector  leading the way south following the news that Tesla may be considering job cuts. The main equity gauges have tumbled this year, with the S&amp;P 500 down about 14%, as investors fret about inflation, the Federal Reserve&#39;s interest-rate hikes and the potential for a recession.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","INTC":"英特尔","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4574":"无人驾驶","STLA":"Stellantis NV","TSLA":"特斯拉","BK4527":"明星科技股","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","F":"福特汽车","BK4550":"红杉资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240220809","content_text":"President Joe Biden on Friday sounded dismissive when a reporter asked him about a much-discussed report that billionaire entrepreneur Elon Musk said he had a \"super bad feeling\" about the economy.Biden responded to the question by saying companies such as Ford $(F)$, Intel $(INTC)$ and Chrysler's parent (STLA.MI) were making investments in the U.S. economy.\"So you know, lots of luck on his trip to the moon,\" the president said, referring to the SpaceX and Tesla boss.Musk said in an email to executives at Tesla that he had a \"super bad feeling\" about the economy, and that employee headcount at the electric-vehicles giant needed to be cut by 10%, according to a Reuters report.The Biden administration and Musk have been at odds repeatedly, with the entrepreneur once tweeting that the president \"for reasons unknown\" is \"unable to say the word 'Tesla.'\"Biden's remarks came after he gave a speech in Rehoboth Beach, Del., about the latest reading on the country's job market.In that address,  the president characterized the jobs report as encouraging for Americans dealing with high inflation.Friday's employment report showed the U.S. added 390,000 new jobs in May, above forecasts for 328,000, signaling the labor market and broader economy are still going strong despite high inflation.The increase in employment was the smallest in 13 months, and the unemployment rate was unchanged at 3.6%.\"We aren't likely to see the kind of blockbuster job reports month after month like we had over this past year, but that's a good thing,\" Biden said.\"That's a sign of a healthy economy with steady growth, rising wages for working families, everyday costs easing up, and shrinking the deficit. That stability puts us in a strong position to tackle what is clearly a problem -- inflation. I've been very clear that fight inflation is my top economic priority.\"U.S. stocks lost ground Friday, with the tech sector  leading the way south following the news that Tesla may be considering job cuts. The main equity gauges have tumbled this year, with the S&P 500 down about 14%, as investors fret about inflation, the Federal Reserve's interest-rate hikes and the potential for a recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086513463,"gmtCreate":1650469239743,"gmtModify":1676534731447,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"I own some PayPal shares n hv been holding on to see the day it will pop&nbsp;[Grin]&nbsp;","listText":"I own some PayPal shares n hv been holding on to see the day it will pop&nbsp;[Grin]&nbsp;","text":"I own some PayPal shares n hv been holding on to see the day it will pop [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086513463","repostId":"2228947367","repostType":2,"repost":{"id":"2228947367","kind":"highlight","pubTimestamp":1650452424,"share":"https://ttm.financial/m/news/2228947367?lang=&edition=fundamental","pubTime":"2022-04-20 19:00","market":"us","language":"en","title":"2 Companies That Could Be Worth $1 Trillion by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2228947367","media":"Motley Fool","summary":"Fast-growing companies with large addressable markets make good candidates for the $1 trillion mark.","content":"<html><head></head><body><p>Not long ago, $1 trillion seemed like a near-impossible milestone for a publicly traded company.</p><p>As recently as 2018, there were no American companies worth $1 trillion. Today, there are five -- <b>Apple</b>, <b>Microsoft</b>, <b>Amazon</b>, <b>Alphabet</b>, and <b>Tesla</b> -- with the iPhone-maker leading the pack at a market cap of $2.8 trillion. Not long ago, there was a sixth trillion-dollar company, but Facebook-parent <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>&#39; </b>recent collapse has shaved its market value down to less than $600 billion.</p><p>There&#39;s no doubt that there will be more $1 trillion companies in the future, and some like Warren Buffett&#39;s <b>Berkshire Hathaway </b>are already knocking on the door. Keep reading to see why <b>Airbnb</b> and <b>Paypal</b> could also hit the 13-digit mark by the end of the decade.</p><h2>1. Airbnb</h2><p>Airbnb has disrupted the travel industry, making everyone&#39;s home into a potential hotel. The concept might have once seemed edgy, but it&#39;s gone mainstream in only a few years.</p><p>While Airbnb has competitors that also offer home-sharing like VRBO, the company&#39;s brand is synonymous with the business, and it&#39;s also different from many of its competitors because its accommodations are largely from individual hosts rather than professional short-term rental companies.</p><p>In order to reach a $1 trillion market cap, a company needs a large addressable market, and there&#39;s no question Airbnb has that. In its prospectus ahead of its IPO, the company estimated a $3.4 trillion addressable market between accommodations and experiences. Airbnb isn&#39;t going to kill the hotel industry, but market share in lodging is shifting steadily from traditional to apartments and home-sharing accommodations. The pandemic also added to Airbnb&#39;s advantage over hotels, as it can offer places to stay anywhere in the world, while traditional hotels tend to be clustered in downtowns, tourist areas, and airports, all of which have struggled over the last two years. Meanwhile, the rise of remote work should help fuel Airbnb&#39;s growth as well.</p><p>Airbnb is currently trading at a lofty valuation, but the company could grow its revenue by 20% annually over the next decade. That would give it $37 billion in revenue in a decade. That alone won&#39;t be enough to get the company to a $1 trillion valuation, but its margins are also ramping up quickly as its business model is scalable. Airbnb&#39;s EBITDA margin in 2021 was 26.7%. If that improves to 40% in ten years, the company would have $15 billion in EBITDA, meaning a $1 trillion valuation would price it at 67 times EBITDA. That&#39;s well within the company&#39;s reach if it executes on its vision for transforming the travel industry. Currently, Airbnb is worth roughly $100 billion.</p><h2>2. Paypal</h2><p><b>Paypal </b>( PYPL 3.06% ) pioneered online payments, and remains the leader of the industry. The company currently has a market cap of slightly more than $100 billion, but Paypal stock has fallen sharply in recent months amid the broader sell-off in growth stocks, down more than two thirds from its peak last summer.</p><p>Indeed, the company&#39;s growth rate is taking a breather after a pandemic-driven boom, but Paypal&#39;s long-term growth still makes it appealing. The company is forecasting 15%-17% revenue growth this year, or 19%-21% excluding <b>EBay</b>, which said last year it would stop using Paypal to pay its sellers.</p><p>Despite the loss of EBay, Paypal still has a number of tailwinds in its favor, including the growth of e-commerce, the movement of payments to digital channels, recent acquisitions like Venmo, and expanding its customer base. It recently became a payment option on <b>DoorDash</b>, for example, through both Paypal and Venmo, and is now used by DoorDash for some of its direct credit card processing.</p><p>The best reason though to bet on Paypal right now may be its valuation. Based on its adjusted earnings per share of $4.60 last year, the stock is trading at a price-to-earnings ratio of 21.7, which is cheaper than the S&amp;P 500&#39;s P/E multiple at 22.2. With 20% annual EPS growth over the next decade and modest multiple expansion, Paypal could hit the $1 trillion mark by 2030.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Companies That Could Be Worth $1 Trillion by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Companies That Could Be Worth $1 Trillion by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 19:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/20/3-companies-that-could-be-worth-1-trillion-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Not long ago, $1 trillion seemed like a near-impossible milestone for a publicly traded company.As recently as 2018, there were no American companies worth $1 trillion. Today, there are five -- Apple,...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/20/3-companies-that-could-be-worth-1-trillion-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","ABNB":"爱彼迎","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4551":"寇图资本持仓","PYPL":"PayPal","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BRK.A":"伯克希尔","BK4142":"酒店、度假村与豪华游轮","BRK.B":"伯克希尔B","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4176":"多领域控股","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念"},"source_url":"https://www.fool.com/investing/2022/04/20/3-companies-that-could-be-worth-1-trillion-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228947367","content_text":"Not long ago, $1 trillion seemed like a near-impossible milestone for a publicly traded company.As recently as 2018, there were no American companies worth $1 trillion. Today, there are five -- Apple, Microsoft, Amazon, Alphabet, and Tesla -- with the iPhone-maker leading the pack at a market cap of $2.8 trillion. Not long ago, there was a sixth trillion-dollar company, but Facebook-parent Meta Platforms' recent collapse has shaved its market value down to less than $600 billion.There's no doubt that there will be more $1 trillion companies in the future, and some like Warren Buffett's Berkshire Hathaway are already knocking on the door. Keep reading to see why Airbnb and Paypal could also hit the 13-digit mark by the end of the decade.1. AirbnbAirbnb has disrupted the travel industry, making everyone's home into a potential hotel. The concept might have once seemed edgy, but it's gone mainstream in only a few years.While Airbnb has competitors that also offer home-sharing like VRBO, the company's brand is synonymous with the business, and it's also different from many of its competitors because its accommodations are largely from individual hosts rather than professional short-term rental companies.In order to reach a $1 trillion market cap, a company needs a large addressable market, and there's no question Airbnb has that. In its prospectus ahead of its IPO, the company estimated a $3.4 trillion addressable market between accommodations and experiences. Airbnb isn't going to kill the hotel industry, but market share in lodging is shifting steadily from traditional to apartments and home-sharing accommodations. The pandemic also added to Airbnb's advantage over hotels, as it can offer places to stay anywhere in the world, while traditional hotels tend to be clustered in downtowns, tourist areas, and airports, all of which have struggled over the last two years. Meanwhile, the rise of remote work should help fuel Airbnb's growth as well.Airbnb is currently trading at a lofty valuation, but the company could grow its revenue by 20% annually over the next decade. That would give it $37 billion in revenue in a decade. That alone won't be enough to get the company to a $1 trillion valuation, but its margins are also ramping up quickly as its business model is scalable. Airbnb's EBITDA margin in 2021 was 26.7%. If that improves to 40% in ten years, the company would have $15 billion in EBITDA, meaning a $1 trillion valuation would price it at 67 times EBITDA. That's well within the company's reach if it executes on its vision for transforming the travel industry. Currently, Airbnb is worth roughly $100 billion.2. PaypalPaypal ( PYPL 3.06% ) pioneered online payments, and remains the leader of the industry. The company currently has a market cap of slightly more than $100 billion, but Paypal stock has fallen sharply in recent months amid the broader sell-off in growth stocks, down more than two thirds from its peak last summer.Indeed, the company's growth rate is taking a breather after a pandemic-driven boom, but Paypal's long-term growth still makes it appealing. The company is forecasting 15%-17% revenue growth this year, or 19%-21% excluding EBay, which said last year it would stop using Paypal to pay its sellers.Despite the loss of EBay, Paypal still has a number of tailwinds in its favor, including the growth of e-commerce, the movement of payments to digital channels, recent acquisitions like Venmo, and expanding its customer base. It recently became a payment option on DoorDash, for example, through both Paypal and Venmo, and is now used by DoorDash for some of its direct credit card processing.The best reason though to bet on Paypal right now may be its valuation. Based on its adjusted earnings per share of $4.60 last year, the stock is trading at a price-to-earnings ratio of 21.7, which is cheaper than the S&P 500's P/E multiple at 22.2. With 20% annual EPS growth over the next decade and modest multiple expansion, Paypal could hit the $1 trillion mark by 2030.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000432","authorId":"9000000000000432","name":"PagRobinson","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000432","authorIdStr":"9000000000000432"},"content":"Interesting point of view! I have decided to hold Tencent for a long time.","text":"Interesting point of view! I have decided to hold Tencent for a long time.","html":"Interesting point of view! I have decided to hold Tencent for a long time."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966800979,"gmtCreate":1669466741091,"gmtModify":1676538199543,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"In this era, anyone still dare to put money into crypto??&nbsp;[Anger]&nbsp;","listText":"In this era, anyone still dare to put money into crypto??&nbsp;[Anger]&nbsp;","text":"In this era, anyone still dare to put money into crypto?? [Anger]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9966800979","repostId":"2286839697","repostType":4,"repost":{"id":"2286839697","kind":"highlight","pubTimestamp":1669424518,"share":"https://ttm.financial/m/news/2286839697?lang=&edition=fundamental","pubTime":"2022-11-26 09:01","market":"other","language":"en","title":"3 Cryptos to Buy in a Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2286839697","media":"Motley Fool","summary":"The crypto winter just got a whole lot colder, but these top cryptos could be heating up.","content":"<html><head></head><body><p>The implosion of FTX, a previously trusted exchange that had a high profile with even casual investors, thanks to its extensive marketing, gave a black eye to a space that has already taken its lumps this year.</p><p>However, while many investors have sold their cryptocurrencies during the current crypto winter, for every seller there is a buyer, and some of them are long-term investors who have conviction in the crypto&#39;s potential. Chaos can provide good buying opportunities. Here are three cryptos for risk-tolerant investors to consider buying during the current bear market.</p><h2><b>1. Ethereum</b></h2><p><b>Ethereum</b> has rallied 26% since its June low, but has sold off following the FTX bankruptcy filing. However, this could be a case of the baby being thrown out with the bathwater as Ethereum is a decentralized, established cryptocurrency that has little to do with FTX. No single entity controls Ethereum, and over 70 million users worldwide help to validate transactions and secure the Ethereum network, putting it in stark contrast with cryptocurrencies like <b>FTX Token</b> and many of the other newer cryptocurrencies issued by exchanges and other centralized entities.</p><p>This year, Ethereum users welcomed its long-awaited transition to proof-of-stake consensus, known as The Merge, which drastically reduced Ethereum&#39;s carbon footprint, paved the way for sharding (which will eventually lead to faster transactions and lower fees when implemented in the next upgrade), and opened up the ability for more Ethereum users to earn rewards for participating in the network by staking their holdings to validate transactions and secure the network.</p><p>The ability to easily earn staking rewards also increases Ethereum&#39;s appeal as an investment. A user needs to stake a minimum of 32 Ether to run their own validator, but there are plenty of services that stake your Ethereum for you, allowing you to earn returns competitive with the payouts you can earn from popular dividend stocks as well as 10-year Treasury notes.</p><p>The $180 billion cryptocurrency is by far the largest smart-contract platform, making it the de facto gateway for larger institutional investors that want to get involved in the world of decentralized finance (DeFi). <b>JPMorgan Chase</b> recently tested the waters of decentralized finance with its first ever DeFi trade. The trade was executed on the <b>Polygon</b> blockchain, which is a Layer 2 network on Ethereum. Major decentralized exchanges like <b>Uniswap</b>, <b>dYdX</b>, and others are built on Ethereum. As additional traditional financial heavyweights get involved in decentralized finance, Ethereum will be their first stop.</p><p>With new capabilities after The Merge such as the ability to earn rewards for staking, and its position at the gateway to the world of DeFi, Ethereum looks like a top cryptocurrency to buy during the bear market.</p><h2><b>2. Bitcoin </b></h2><p>Like Ethereum, <b>Bitcoin</b> is a decentralized cryptocurrency that stands out in the crowd. The original crypto is also the original decentralized asset. There is no leader or central authority that controls the Bitcoin network -- meaning there&#39;s no one entity that can make a poor decision or act in a manner that destroys the value of Bitcoin. A network of miners all over the world secure the Bitcoin network by solving complex mathematical equations to validate transactions and earn more Bitcoin. Bitcoin is also transparent in that all transactions appear on its blockchain, which is publicly viewable.</p><p>Bitcoin is the oldest and largest cryptocurrency, and will benefit as the gateway to cryptocurrency as more institutional investors and corporations test the waters of cryptocurrency. While the FTX saga has certainly set crypto adoption back a few steps, overall, the tide is turning toward Bitcoin and cryptocurrency as a whole.</p><p>On Oct. 11, <b>Bank of New York Mellon</b>, the world&#39;s largest custodial bank, announced that it would offer custody for cryptocurrencies. <b>Alphabet </b>recently announced it would utilize <b>Coinbase</b> to accept payments using Bitcoin for its Google Cloud services, and <b>Mastercard</b> announced it would offer its services to enable traditional banks to offer cryptocurrency trading.</p><p>As the world moves further toward crypto adoption, Bitcoin is best suited to lead cryptocurrency forward.</p><h2><b>3. Litecoin</b></h2><p><b>Litecoin</b> is one major crypto that has been able to avoid being pulled down in the current sell-off, and the proof-of-work crypto is surprisingly up 16% over the past month. The $4 billion crypto, which started as a fork of Bitcoin in 2011, is experiencing a bit of a resurgence, with a rally of 53% since the low it hit in June.</p><p>Litecoin is surging as the network&#39;s hash rate hits new all-time highs, indicating increasing interest in Litecoin and more competition to earn Litecoin by mining. Litecoin also benefited from news that it will join Bitcoin and Ethereum as digital assets that will be available on <b>Moneygram International</b>&#39;s payment platform. Like Bitcoin and Ethereum, Litecoin is one of the cryptocurrencies that Google Cloud will accept for payment, giving the 16th-largest crypto by market cap enhanced credibility. Perhaps a renewed interest in decentralized, proof-of-work assets plus growing adoption will continue to propel Litecoin higher.</p><p>The current crypto winter has been difficult for investors, but this bear market is also an opportune time for long-term, risk-tolerant investors to accumulate more tokens at lower prices before market sentiment again turns positive.</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 Cryptos to Buy in a Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Cryptos to Buy in a Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/25/3-cryptos-to-buy-in-a-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The implosion of FTX, a previously trusted exchange that had a high profile with even casual investors, thanks to its extensive marketing, gave a black eye to a space that has already taken its lumps ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/25/3-cryptos-to-buy-in-a-bear-market/\">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.fool.com/investing/2022/11/25/3-cryptos-to-buy-in-a-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286839697","content_text":"The implosion of FTX, a previously trusted exchange that had a high profile with even casual investors, thanks to its extensive marketing, gave a black eye to a space that has already taken its lumps this year.However, while many investors have sold their cryptocurrencies during the current crypto winter, for every seller there is a buyer, and some of them are long-term investors who have conviction in the crypto's potential. Chaos can provide good buying opportunities. Here are three cryptos for risk-tolerant investors to consider buying during the current bear market.1. EthereumEthereum has rallied 26% since its June low, but has sold off following the FTX bankruptcy filing. However, this could be a case of the baby being thrown out with the bathwater as Ethereum is a decentralized, established cryptocurrency that has little to do with FTX. No single entity controls Ethereum, and over 70 million users worldwide help to validate transactions and secure the Ethereum network, putting it in stark contrast with cryptocurrencies like FTX Token and many of the other newer cryptocurrencies issued by exchanges and other centralized entities.This year, Ethereum users welcomed its long-awaited transition to proof-of-stake consensus, known as The Merge, which drastically reduced Ethereum's carbon footprint, paved the way for sharding (which will eventually lead to faster transactions and lower fees when implemented in the next upgrade), and opened up the ability for more Ethereum users to earn rewards for participating in the network by staking their holdings to validate transactions and secure the network.The ability to easily earn staking rewards also increases Ethereum's appeal as an investment. A user needs to stake a minimum of 32 Ether to run their own validator, but there are plenty of services that stake your Ethereum for you, allowing you to earn returns competitive with the payouts you can earn from popular dividend stocks as well as 10-year Treasury notes.The $180 billion cryptocurrency is by far the largest smart-contract platform, making it the de facto gateway for larger institutional investors that want to get involved in the world of decentralized finance (DeFi). JPMorgan Chase recently tested the waters of decentralized finance with its first ever DeFi trade. The trade was executed on the Polygon blockchain, which is a Layer 2 network on Ethereum. Major decentralized exchanges like Uniswap, dYdX, and others are built on Ethereum. As additional traditional financial heavyweights get involved in decentralized finance, Ethereum will be their first stop.With new capabilities after The Merge such as the ability to earn rewards for staking, and its position at the gateway to the world of DeFi, Ethereum looks like a top cryptocurrency to buy during the bear market.2. Bitcoin Like Ethereum, Bitcoin is a decentralized cryptocurrency that stands out in the crowd. The original crypto is also the original decentralized asset. There is no leader or central authority that controls the Bitcoin network -- meaning there's no one entity that can make a poor decision or act in a manner that destroys the value of Bitcoin. A network of miners all over the world secure the Bitcoin network by solving complex mathematical equations to validate transactions and earn more Bitcoin. Bitcoin is also transparent in that all transactions appear on its blockchain, which is publicly viewable.Bitcoin is the oldest and largest cryptocurrency, and will benefit as the gateway to cryptocurrency as more institutional investors and corporations test the waters of cryptocurrency. While the FTX saga has certainly set crypto adoption back a few steps, overall, the tide is turning toward Bitcoin and cryptocurrency as a whole.On Oct. 11, Bank of New York Mellon, the world's largest custodial bank, announced that it would offer custody for cryptocurrencies. Alphabet recently announced it would utilize Coinbase to accept payments using Bitcoin for its Google Cloud services, and Mastercard announced it would offer its services to enable traditional banks to offer cryptocurrency trading.As the world moves further toward crypto adoption, Bitcoin is best suited to lead cryptocurrency forward.3. LitecoinLitecoin is one major crypto that has been able to avoid being pulled down in the current sell-off, and the proof-of-work crypto is surprisingly up 16% over the past month. The $4 billion crypto, which started as a fork of Bitcoin in 2011, is experiencing a bit of a resurgence, with a rally of 53% since the low it hit in June.Litecoin is surging as the network's hash rate hits new all-time highs, indicating increasing interest in Litecoin and more competition to earn Litecoin by mining. Litecoin also benefited from news that it will join Bitcoin and Ethereum as digital assets that will be available on Moneygram International's payment platform. Like Bitcoin and Ethereum, Litecoin is one of the cryptocurrencies that Google Cloud will accept for payment, giving the 16th-largest crypto by market cap enhanced credibility. Perhaps a renewed interest in decentralized, proof-of-work assets plus growing adoption will continue to propel Litecoin higher.The current crypto winter has been difficult for investors, but this bear market is also an opportune time for long-term, risk-tolerant investors to accumulate more tokens at lower prices before market sentiment again turns positive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092376851552610","authorId":"4092376851552610","name":"Tall Guy","avatar":"https://community-static.tradeup.com/news/5e11acf97134ffdcfb93cea9aabffca0","crmLevel":3,"crmLevelSwitch":0,"idStr":"4092376851552610","authorIdStr":"4092376851552610"},"content":"I think better stay away from cryptocurrency for the time being.","text":"I think better stay away from cryptocurrency for the time being.","html":"I think better stay away from cryptocurrency for the time being."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988227959,"gmtCreate":1666764271772,"gmtModify":1676537802924,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"[Allin]&nbsp;","listText":"[Allin]&nbsp;","text":"[Allin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988227959","repostId":"1182714134","repostType":4,"repost":{"id":"1182714134","kind":"news","pubTimestamp":1666763109,"share":"https://ttm.financial/m/news/1182714134?lang=&edition=fundamental","pubTime":"2022-10-26 13:45","market":"us","language":"en","title":"Apple: Fiscal Q4 Will Be Another Mic Dropper","url":"https://stock-news.laohu8.com/highlight/detail?id=1182714134","media":"Seeking Alpha","summary":"SummaryApple should deliver another of its trademark mic drops in the September quarter, led by the ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple should deliver another of its trademark mic drops in the September quarter, led by the iPhone and Mac.</li><li>One area of concern is the services segment, as the end of the pandemic tailwinds and a strong dollar should push growth to historic lows.</li><li>I maintain my long-term stance that AAPL is a great stock to have in the portfolio, especially if bought 18% below all-time highs.</li></ul><p>Tech earnings week is finally here, and Apple&#39;s (NASDAQ:AAPL) highly anticipated fiscal Q4 report will be released on October 27, after the closing bell. On average, analysts expect revenue growth to reach a timid 7%, but on top of last year&#39;s impressive 29% increase in the comparable period. EPS of $1.27 would be barely an improvement YOY — but again, against very tough comps.</p><p>I believe that Apple will report another of its trademark mic drops in the September quarter. When many fear for deceleration in economic activity and an eventual softening in consumer discretionary spending, worries that I believe to be very well justified, CEO Tim Cook and company will likely prove that Apple can still sustain strong demand with a compelling product portfolio and the power of its brand.</p><p><b>iPhone and Mac will carry Apple&#39;s Q4...</b></p><p>It should not be a surprise that Apple&#39;s fiscal Q4 results will depend largely on the iPhone. While the handheld devices were once thought by some experts to be in their mature-to-declining life cycle, COVID-19 at least (and maybe other factors, including the 5G transition) helped to breathe life into the product category. The iPhone accounted for 52% of Apple&#39;s revenues in fiscal 2021, and the number should climb to 54% this year.</p><p>Research company Canalyshas already previewed the story in the smartphone space in calendar Q3 (see chart below): &#34;harsh business conditions&#34; caused by &#34;the gloomy economic outlook&#34; and lingering supply chain constraints have resulted in a decline of nearly 10% in device shipments globally, which could have been worse if not for aggressive discounting. But Apple seems very much immune to these challenges. Canalys estimates that iPhone shipments increased in calendar Q3 instead, to the tune of almost 10%.</p><p><img src=\"https://static.tigerbbs.com/ff5404367d721d0c21d09e1142e679cf\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>Canalys</p><p>If the estimates above are right, fiscal Q4 will serve as another piece of evidence that Apple has hit the nail on the head with its smartphone strategy. Year-to-date and compared to pre-pandemic, pre-5G levels, iPhone sales have increased by an annualized 14%. I believe that the impressive growth run rate will remain unchanged in the September 2022 quarter, aided by a heavy mix of higher-end Pro devices that should also drive better ASPs (average selling prices) and, possibly, higher margins.</p><p>The other part of Apple&#39;s product portfolio that will likely shine this time is the Mac, which represents just short of 10% of total company revenues.We already know from research company IDC that, not unlike the iPhone, the Mac defied the industry-wide trends that have been discouraging and witnessed a YOY increase in shipments that may have surpassed 40% in fiscal Q4. To credit may be the new MacBook Air equipped with the M2 chip, whose launch in July was timely and should help to lavishly beat fairly easy 2021 segment comps.</p><p><b>... but services could be a concern</b></p><p>On the other end of the spectrum is the services segment. In great part, I credit this business and the business model transition that it helped to spark for Apple stock&#39;s P/E having skyrocketed from the low teen levels in the early 2010s. But now, services may be experiencing a slow growth problem due to (1) the pandemic and stay-at-home tailwinds subsidizing, most importantly, and (2) a strong dollar.</p><p>In fact, when I look at the quarter-by-quarter services growth chart below, it becomes clear that the services segment is no longer the exciting growth engine that it once was. Notice (1) the descending trend through 2019 that may have been secular, followed by (2) a spike that coincided with the monetary and fiscal incentives during the first half of the COVID-19 crisis, followed by (3) another leg lower in the post-pandemic period that could now culminate in the slower growth rate since 2019 at least, if not much longer.</p><p><img src=\"https://static.tigerbbs.com/68e725370d668ba890e8e7e4dc7db6c3\" tg-width=\"640\" tg-height=\"407\" referrerpolicy=\"no-referrer\"/></p><p>DM Martins Research</p><p>Research published on the App Store&#39;s recent performance supports the idea that service revenues could disappoint this time. According to Morgan Stanley, September was the slowest month of growth for the App Store since 2015 at least, which would have led to quarterly revenues having declined by 2%.</p><p>Last quarter, CFO Luca Maestri had already spoken of services revenue increasing YOY &#34;but decelerating from the June quarter due to macroeconomic factors and foreign exchange&#34;.</p><p><b>Own AAPL stock for the long haul</b></p><p>I think that Apple will impress again in fiscal Q4, despite certain parts of the portfolio (namely the services segment) possibly being a disappointment. However, I must admit that I am not much of a short-term trader. I do not have a strong opinion on whether AAPL is a good stock to buy ahead of earnings day and sell right after it, for example.</p><p>Instead, I maintain my long-term stance that Apple is a great stock to have in the portfolio, especially if bought 18% below all-time highs. While valuations remain far from depressed (see chart below), I like the product portfolio that seems to support strong demand and the company&#39;s recent track record of executing well in virtually any macro environment.</p><p><img src=\"https://static.tigerbbs.com/ae059dd088bf661699829abc8056cb5e\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Fiscal Q4 Will Be Another Mic Dropper</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Fiscal Q4 Will Be Another Mic Dropper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 13:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548790-apple-fiscal-q4-will-be-another-mic-dropper><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple should deliver another of its trademark mic drops in the September quarter, led by the iPhone and Mac.One area of concern is the services segment, as the end of the pandemic tailwinds and...</p>\n\n<a href=\"https://seekingalpha.com/article/4548790-apple-fiscal-q4-will-be-another-mic-dropper\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4548790-apple-fiscal-q4-will-be-another-mic-dropper","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182714134","content_text":"SummaryApple should deliver another of its trademark mic drops in the September quarter, led by the iPhone and Mac.One area of concern is the services segment, as the end of the pandemic tailwinds and a strong dollar should push growth to historic lows.I maintain my long-term stance that AAPL is a great stock to have in the portfolio, especially if bought 18% below all-time highs.Tech earnings week is finally here, and Apple's (NASDAQ:AAPL) highly anticipated fiscal Q4 report will be released on October 27, after the closing bell. On average, analysts expect revenue growth to reach a timid 7%, but on top of last year's impressive 29% increase in the comparable period. EPS of $1.27 would be barely an improvement YOY — but again, against very tough comps.I believe that Apple will report another of its trademark mic drops in the September quarter. When many fear for deceleration in economic activity and an eventual softening in consumer discretionary spending, worries that I believe to be very well justified, CEO Tim Cook and company will likely prove that Apple can still sustain strong demand with a compelling product portfolio and the power of its brand.iPhone and Mac will carry Apple's Q4...It should not be a surprise that Apple's fiscal Q4 results will depend largely on the iPhone. While the handheld devices were once thought by some experts to be in their mature-to-declining life cycle, COVID-19 at least (and maybe other factors, including the 5G transition) helped to breathe life into the product category. The iPhone accounted for 52% of Apple's revenues in fiscal 2021, and the number should climb to 54% this year.Research company Canalyshas already previewed the story in the smartphone space in calendar Q3 (see chart below): \"harsh business conditions\" caused by \"the gloomy economic outlook\" and lingering supply chain constraints have resulted in a decline of nearly 10% in device shipments globally, which could have been worse if not for aggressive discounting. But Apple seems very much immune to these challenges. Canalys estimates that iPhone shipments increased in calendar Q3 instead, to the tune of almost 10%.CanalysIf the estimates above are right, fiscal Q4 will serve as another piece of evidence that Apple has hit the nail on the head with its smartphone strategy. Year-to-date and compared to pre-pandemic, pre-5G levels, iPhone sales have increased by an annualized 14%. I believe that the impressive growth run rate will remain unchanged in the September 2022 quarter, aided by a heavy mix of higher-end Pro devices that should also drive better ASPs (average selling prices) and, possibly, higher margins.The other part of Apple's product portfolio that will likely shine this time is the Mac, which represents just short of 10% of total company revenues.We already know from research company IDC that, not unlike the iPhone, the Mac defied the industry-wide trends that have been discouraging and witnessed a YOY increase in shipments that may have surpassed 40% in fiscal Q4. To credit may be the new MacBook Air equipped with the M2 chip, whose launch in July was timely and should help to lavishly beat fairly easy 2021 segment comps.... but services could be a concernOn the other end of the spectrum is the services segment. In great part, I credit this business and the business model transition that it helped to spark for Apple stock's P/E having skyrocketed from the low teen levels in the early 2010s. But now, services may be experiencing a slow growth problem due to (1) the pandemic and stay-at-home tailwinds subsidizing, most importantly, and (2) a strong dollar.In fact, when I look at the quarter-by-quarter services growth chart below, it becomes clear that the services segment is no longer the exciting growth engine that it once was. Notice (1) the descending trend through 2019 that may have been secular, followed by (2) a spike that coincided with the monetary and fiscal incentives during the first half of the COVID-19 crisis, followed by (3) another leg lower in the post-pandemic period that could now culminate in the slower growth rate since 2019 at least, if not much longer.DM Martins ResearchResearch published on the App Store's recent performance supports the idea that service revenues could disappoint this time. According to Morgan Stanley, September was the slowest month of growth for the App Store since 2015 at least, which would have led to quarterly revenues having declined by 2%.Last quarter, CFO Luca Maestri had already spoken of services revenue increasing YOY \"but decelerating from the June quarter due to macroeconomic factors and foreign exchange\".Own AAPL stock for the long haulI think that Apple will impress again in fiscal Q4, despite certain parts of the portfolio (namely the services segment) possibly being a disappointment. However, I must admit that I am not much of a short-term trader. I do not have a strong opinion on whether AAPL is a good stock to buy ahead of earnings day and sell right after it, for example.Instead, I maintain my long-term stance that Apple is a great stock to have in the portfolio, especially if bought 18% below all-time highs. While valuations remain far from depressed (see chart below), I like the product portfolio that seems to support strong demand and the company's recent track record of executing well in virtually any macro environment.Data by YCharts","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936112925,"gmtCreate":1662725635967,"gmtModify":1676537127684,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Any good news for Tesla is a buy&nbsp;[Miser]&nbsp;","listText":"Any good news for Tesla is a buy&nbsp;[Miser]&nbsp;","text":"Any good news for Tesla is a buy [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9936112925","repostId":"1118137045","repostType":2,"repost":{"id":"1118137045","kind":"news","pubTimestamp":1662723162,"share":"https://ttm.financial/m/news/1118137045?lang=&edition=fundamental","pubTime":"2022-09-09 19:32","market":"us","language":"en","title":"Tesla Sets New Goals at Nevada Gigafactory With New Boss in Place","url":"https://stock-news.laohu8.com/highlight/detail?id=1118137045","media":"Seeking Alpha","summary":"Tesla's (NASDAQ: TSLA) former Vice President of Gigafactory operations Chris Listerleftthe company d","content":"<html><head></head><body><p>Tesla&#39;s (NASDAQ: TSLA) former Vice President of Gigafactory operations Chris Listerleftthe company during the summer, sources tell CNBC.</p><p>The electric vehicle company promoted Hrushikesh Sagar to oversee the Gigafactory operations in Nevada and also supervise Tesla’s (TSLA) vehicle assembly plant in Fremont, California. He will report directly to Elon Musk.</p><p>Sagar is reported to have told employees at the Gigafactory in Nevada that the company is moving on to its next phase operationally. He went over the aggressive new goals for the factory and discussed the new management changes. Workers at the Gigafactory manufacture battery packs and power trains for Tesla’s electric vehicles, as well as the Powerwall and Megapack battery packs.</p><p>Shares of Tesla (TSLA) rose 1.42% in premarket action to $293.37 vs. the 52-week trading range of $206.86 to $414.50.</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 Sets New Goals at Nevada Gigafactory With New Boss in Place</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 Sets New Goals at Nevada Gigafactory With New Boss in Place\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-09 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3881573-tesla-sets-new-goals-at-nevada-gigafactory-with-new-boss-in-place><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's (NASDAQ: TSLA) former Vice President of Gigafactory operations Chris Listerleftthe company during the summer, sources tell CNBC.The electric vehicle company promoted Hrushikesh Sagar to ...</p>\n\n<a href=\"https://seekingalpha.com/news/3881573-tesla-sets-new-goals-at-nevada-gigafactory-with-new-boss-in-place\">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/news/3881573-tesla-sets-new-goals-at-nevada-gigafactory-with-new-boss-in-place","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118137045","content_text":"Tesla's (NASDAQ: TSLA) former Vice President of Gigafactory operations Chris Listerleftthe company during the summer, sources tell CNBC.The electric vehicle company promoted Hrushikesh Sagar to oversee the Gigafactory operations in Nevada and also supervise Tesla’s (TSLA) vehicle assembly plant in Fremont, California. He will report directly to Elon Musk.Sagar is reported to have told employees at the Gigafactory in Nevada that the company is moving on to its next phase operationally. He went over the aggressive new goals for the factory and discussed the new management changes. Workers at the Gigafactory manufacture battery packs and power trains for Tesla’s electric vehicles, as well as the Powerwall and Megapack battery packs.Shares of Tesla (TSLA) rose 1.42% in premarket action to $293.37 vs. the 52-week trading range of $206.86 to $414.50.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934991755,"gmtCreate":1663169383277,"gmtModify":1676537219216,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Good article that explains the big movements&nbsp;","listText":"Good article that explains the big movements&nbsp;","text":"Good article that explains the big movements","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9934991755","repostId":"1137608568","repostType":2,"repost":{"id":"1137608568","kind":"news","pubTimestamp":1663168187,"share":"https://ttm.financial/m/news/1137608568?lang=&edition=fundamental","pubTime":"2022-09-14 23:09","market":"us","language":"en","title":"Leveraged ETFs Added to Stock Chaos With $15.5 Billion Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1137608568","media":"Bloomberg","summary":"Nomura’s McElligott says fund rebalancing compounded selloffResearch shows these complex products am","content":"<html><head></head><body><ul><li>Nomura’s McElligott says fund rebalancing compounded selloff</li><li>Research shows these complex products amplify intraday moves</li></ul><p>In Tuesday’stumultuous trading sessionwas a pattern market watchers have seen time and again this year: A bad day for stocks gets worse, right around the close. Suspicion is growing that a breed of complex but increasingly popular ETF may be helping fuel the trend.</p><p>With the main equity gauges all down heavily on the day, leveraged exchange-traded funds -- which use options to amplify returns, usually of major indexes -- added around $15.5 billion of selling pressure to the rout, according to estimates from Nomura Holdings Inc. It’s likely a big reason why stocks took another dip in the last 30 minutes to close out a particular brutal trading session.</p><p>While the propensity of options to lash the very stocks on which they’re based has becomea fact of lifeon Wall Street, doubts have remained about the capacity of leveraged vehicles to do the same.</p><p>Yet trading volumes across these complex products have beenhistorically highall year. Certain peaks, such as in May and June, corresponded with instances of stocks extending their moves near the end of the session.</p><p><img src=\"https://static.tigerbbs.com/9912df98158d8ef4b9f24a873eab26cb\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>“It’s absolutely real,” said Charlie McElligott, a cross-asset strategist at Nomura, referring to the ability of leveraged ETFs to spur broader moves across the equity ecosystem thanks to their rebalancing moves. He puts the boom in such products down to retail investors looking for big wins.</p><p>“Day traders remain drunk on high intraday vol and continue to actively seek-out large price swings,” he said by email.</p><p>Read more:Wall Street’s Risky ‘Razor Blade’ Trade Is Making a Comeback</p><p>Leveraged products aim to amplify the performance of an underlying index or fund on a daily basis, meaning every day they must rebalance to return to their target leverage -- usually two- or three-times the underlying.</p><p>That means in the last 30 minutes of trading every day, this cohort will add to buying pressure if the market is up, and to selling pressure if it’s down. Research publishedearlier this yearfound that, alongside options hedging, leveraged ETFs exert an “economically large” price pressure late in the day.</p><p>The selling pressure at the close Tuesday was real, albeit far from dramatic relative to late-session swings seen earlier this year. The S&amp;P 500 was about 4% lower with 30 minutes still to go. It ended 4.3% down. The Nasdaq 100 Index closed 5.5% having been down 5.3%. The Dow Jones Industrial Average went from a 3.7% drop to a 3.9% decline.</p><p>Of course, there are plenty of reasons equity gyrations are extending late in the day with increased frequency. Endless inflation, surging bond yields and depleted liquidity are all spurring big momentum trends as well as intraday rallies and reversals across assets in this wild year. In this context, leveraged funds are just another factor for traders to consider.</p><p>Yet systematic risks linked to the cohort prompted both the Securities and Exchange Commission and the Financial Industry Regulatory Authorityto announcepotential new rules for the products in the past year.</p><p>Peter Tchir at Academy Securities is among those to note the uptick in leveraged ETF activity this year. In May he wrote that while such products are less powerful than in prior market dramas, they’re big enough to create “a limit down day” if they suffer outflows and rebalancing that accelerates broader selling.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Leveraged ETFs Added to Stock Chaos With $15.5 Billion Selling</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\">\nLeveraged ETFs Added to Stock Chaos With $15.5 Billion Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-14 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-14/leveraged-etfs-added-to-stock-chaos-with-15-5-billion-selling><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nomura’s McElligott says fund rebalancing compounded selloffResearch shows these complex products amplify intraday movesIn Tuesday’stumultuous trading sessionwas a pattern market watchers have seen ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-14/leveraged-etfs-added-to-stock-chaos-with-15-5-billion-selling\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-14/leveraged-etfs-added-to-stock-chaos-with-15-5-billion-selling","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137608568","content_text":"Nomura’s McElligott says fund rebalancing compounded selloffResearch shows these complex products amplify intraday movesIn Tuesday’stumultuous trading sessionwas a pattern market watchers have seen time and again this year: A bad day for stocks gets worse, right around the close. Suspicion is growing that a breed of complex but increasingly popular ETF may be helping fuel the trend.With the main equity gauges all down heavily on the day, leveraged exchange-traded funds -- which use options to amplify returns, usually of major indexes -- added around $15.5 billion of selling pressure to the rout, according to estimates from Nomura Holdings Inc. It’s likely a big reason why stocks took another dip in the last 30 minutes to close out a particular brutal trading session.While the propensity of options to lash the very stocks on which they’re based has becomea fact of lifeon Wall Street, doubts have remained about the capacity of leveraged vehicles to do the same.Yet trading volumes across these complex products have beenhistorically highall year. Certain peaks, such as in May and June, corresponded with instances of stocks extending their moves near the end of the session.“It’s absolutely real,” said Charlie McElligott, a cross-asset strategist at Nomura, referring to the ability of leveraged ETFs to spur broader moves across the equity ecosystem thanks to their rebalancing moves. He puts the boom in such products down to retail investors looking for big wins.“Day traders remain drunk on high intraday vol and continue to actively seek-out large price swings,” he said by email.Read more:Wall Street’s Risky ‘Razor Blade’ Trade Is Making a ComebackLeveraged products aim to amplify the performance of an underlying index or fund on a daily basis, meaning every day they must rebalance to return to their target leverage -- usually two- or three-times the underlying.That means in the last 30 minutes of trading every day, this cohort will add to buying pressure if the market is up, and to selling pressure if it’s down. Research publishedearlier this yearfound that, alongside options hedging, leveraged ETFs exert an “economically large” price pressure late in the day.The selling pressure at the close Tuesday was real, albeit far from dramatic relative to late-session swings seen earlier this year. The S&P 500 was about 4% lower with 30 minutes still to go. It ended 4.3% down. The Nasdaq 100 Index closed 5.5% having been down 5.3%. The Dow Jones Industrial Average went from a 3.7% drop to a 3.9% decline.Of course, there are plenty of reasons equity gyrations are extending late in the day with increased frequency. Endless inflation, surging bond yields and depleted liquidity are all spurring big momentum trends as well as intraday rallies and reversals across assets in this wild year. In this context, leveraged funds are just another factor for traders to consider.Yet systematic risks linked to the cohort prompted both the Securities and Exchange Commission and the Financial Industry Regulatory Authorityto announcepotential new rules for the products in the past year.Peter Tchir at Academy Securities is among those to note the uptick in leveraged ETF activity this year. In May he wrote that while such products are less powerful than in prior market dramas, they’re big enough to create “a limit down day” if they suffer outflows and rebalancing that accelerates broader selling.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904962529,"gmtCreate":1659977744165,"gmtModify":1703476565990,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Only if it lasts&nbsp;[Grin]&nbsp;","listText":"Only if it lasts&nbsp;[Grin]&nbsp;","text":"Only if it lasts [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904962529","repostId":"1110130085","repostType":2,"repost":{"id":"1110130085","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1659972357,"share":"https://ttm.financial/m/news/1110130085?lang=&edition=fundamental","pubTime":"2022-08-08 23:25","market":"us","language":"en","title":"U.S. Stocks Cheered up in Morning Trading. Nasdaq Jumped Nearly 1% While Dow Jones and S&P 500 Rose Over 0.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110130085","media":"Tiger Newspress","summary":"U.S. stocks cheered up in morning trading. Nasdaq jumped 0.85%; Dow Jones rose 0.66% while S&P 500 r","content":"<html><head></head><body><p>U.S. stocks cheered up in morning trading. Nasdaq jumped 0.85%; Dow Jones rose 0.66% while S&amp;P 500 rose 0.62%.<img src=\"https://static.tigerbbs.com/8325972f82433cbcebd8a108476b4e80\" tg-width=\"632\" tg-height=\"118\" 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>U.S. Stocks Cheered up in Morning Trading. Nasdaq Jumped Nearly 1% While Dow Jones and S&P 500 Rose Over 0.6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Cheered up in Morning Trading. Nasdaq Jumped Nearly 1% While Dow Jones and S&P 500 Rose Over 0.6%\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\">2022-08-08 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks cheered up in morning trading. Nasdaq jumped 0.85%; Dow Jones rose 0.66% while S&amp;P 500 rose 0.62%.<img src=\"https://static.tigerbbs.com/8325972f82433cbcebd8a108476b4e80\" tg-width=\"632\" tg-height=\"118\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110130085","content_text":"U.S. stocks cheered up in morning trading. Nasdaq jumped 0.85%; Dow Jones rose 0.66% while S&P 500 rose 0.62%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909766310,"gmtCreate":1658929117630,"gmtModify":1676536229926,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Let's hope the increase this time is NOT higher than the last, in light of the visible slowing down of economic activities&nbsp;[Bless]&nbsp;","listText":"Let's hope the increase this time is NOT higher than the last, in light of the visible slowing down of economic activities&nbsp;[Bless]&nbsp;","text":"Let's hope the increase this time is NOT higher than the last, in light of the visible slowing down of economic activities [Bless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909766310","repostId":"1177514615","repostType":2,"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069118508,"gmtCreate":1651246337565,"gmtModify":1676534878080,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"The legend speaks.... And I will be listening...","listText":"The legend speaks.... And I will be listening...","text":"The legend speaks.... And I will be listening...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069118508","repostId":"2231233419","repostType":2,"repost":{"id":"2231233419","kind":"highlight","pubTimestamp":1651243777,"share":"https://ttm.financial/m/news/2231233419?lang=&edition=fundamental","pubTime":"2022-04-29 22:49","market":"us","language":"en","title":"What to Watch for at Warren Buffett's 'Woodstock for Capitalists' in Omaha on Saturday","url":"https://stock-news.laohu8.com/highlight/detail?id=2231233419","media":"MarketWatch","summary":"Berkshire Hathaway's annual meeting kicks off April 30Warren Buffett, known as the ‘Oracle of Omaha,","content":"<html><head></head><body><p>Berkshire Hathaway&#39;s annual meeting kicks off April 30</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed2a5b18837f17d574aa70f335a6e172\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Warren Buffett, known as the ‘Oracle of Omaha,’ will on April 30 hold Berkshire Hathaway’s annual meeting in person for the first time since the pandemic.</span></p><p>Thousands of Berkshire Hathaway Inc. shareholders are off to Omaha this weekend for what&#39;s known as &#34;Woodstock for Capitalists,&#34; where Warren Buffett will be meeting them in person for the first time since 2019. Berkshire&#39;s annual meeting, held virtually for the past two years in the pandemic, will be streamed live Saturday.</p><p><b>Here are a few topics to watch out for.</b></p><p><b>&#39;Sociopathic grandpa&#39;?</b></p><p>Maybe Berkshire Hathaway chief executive officer Buffett will address billionaire entrepreneur Peter Thiel&#39;s remarks earlier this month that the legendary, 91-year old investor is a top &#34;enemy&#34; of bitcoin and part of a &#34;finance gerontocracy&#34; holding back the cryptocurrency&#39;s adoption. Thiel made those remarks at the Bitcoin 2022 conference in Miami, where he also called Buffett a &#34;sociopathic grandpa from Omaha.&#34; Crypto has soared in popularity, with Fidelity Investments announcing April 26 that it will allow investors to add a bitcoin account to their 401(k)s.</p><p><b>Fed fighting inflation</b></p><p>In May 2020, Buffett praised Federal Reserve Chair Jerome Powell&#39;s handling of the market tumult during the COVID-19 crisis. He compared Powell with the late Paul Volcker, who as Fed Chair in the early 1980s helped tame inflation that had spiked in the 1970s. &#34;He and Jay Powell couldn&#39;t seem more different in temperament...but Jay Powell, in my view, and the Fed board belong up there on the pedestal&#34; with him, Buffett said in remarks at Berkshire&#39;s 2020 meeting.</p><p>This year the U.S. stock market has sunk, with investors jittery over the Fed raising interest rates to fight the hottest inflation in about four decades. The cost of living has surged in the wake of massive monetary and fiscal stimulus during the pandemic, and now, investors fear Powell risks tipping the economy into recession as he aims to bring inflation under control.</p><p><b>What about all that cash?</b></p><p>At the start of 2022, Berkshire (BRKA)(BRKA) had about $112 billion in &#34;dry powder&#34; that could be used for investments, acquisitions or stock buybacks, according to a note earlier this month from Morningstar senior stock analyst Greggory Warren. &#34;Buffett&#39;s recent buying spree--including Occidental Petroleum, HP, and Alleghany --has barely dented the conglomerate&#39;s cash balance,&#34; he wrote. &#34;We believe the company has finally hit a nexus where it is far more focused on reducing its cash hoard through stock and bond investments and share repurchases.&#34;</p><p><b>Winding down?</b></p><p>Buffett, the &#34;Oracle of Omaha&#34; widely revered for his stock-picking prowess, will soon be auctioning off a private meal to raise money for the Glide Foundation for a final time. Glide, a California charity for the homeless, said Monday that bidding for a lunch with Buffett will open June 12. What Glide described as the &#34;grand finale&#34; lunch may raise questions about how much longer he intends on leading Berkshire Hathaway as CEO. He&#39;s been auctioning private meals since 2000, taking a pause for two years during the pandemic. Greg Abel, Berkshire&#39;s vice chairman in charge of non-insurance operations, is expected to be Buffett&#39;s successor.</p><p><b>Climate change</b></p><p>Berkshire shareholders are once again set to challenge Buffett to step up efforts to combat climate change by doing more to reduce greenhouse gas emissions, according to a New York Times report on Monday. Buffett, who has argued that subsidiaries such as Berkshire Hathaway Energy disclose plenty about their emissions, faces a shareholder proposal asking for an overhaul of how the conglomerate views climate risks, the New York Times reported.</p><p><b>Berkshire performance</b></p><p>Berkshire will release its first-quarter earnings report Saturday morning as it kicks off its annual meeting.</p><p>Buffett&#39;s Berkshire (BRKA) is outperforming the beaten-up stock market this year, with its shares putting up gains so far in 2022. Berkshire&#39;s class B shares are up 10.8%  this year through Thursday, while the S&amp;P 500 index  dropped 10% over the same period, FactSet data show.</p><p><b>Also Read: 12 Questions for Warren Buffett at Berkshire Hathaway’s Annual Meeting</b></p><p>The highlight of Berkshire Hathaway’s annual meeting Saturday in Omaha will be 5 hours and 15 minutes of questions directed at CEO Warren Buffett and vice chairmen Charlie Munger, Ajit Jain, and Greg Abel.</p><p>Buffett, 91, told Charlie Rose in a recent interview that he is eager to hear from what he calls his business partners at the first in-person Berkshire Hathaway  (ticker: BRK.A and BRK.B) meeting since 2019.</p><p>“They can ask questions that can be impertinent. They can do anything they want with us. I love it and Charlie loves it,” Buffett told Rose.</p><p>The Q&amp;A session will get under way at 10:15 a.m. Eastern with Buffett taking alternate questions from CNBC’s Becky Quick and shareholders.</p><p>With so many questions on shareholders’ minds, here are a dozen that could be posed to Buffett.</p><p>1. You said earlier in April that you’re in good health and have no plans to retire. How long do you expect to remain CEO and what would you most like to accomplish in the remaining time?</p><p>2. Berkshire’s stock buybacks slowed in the first two months of the first quarter. Is the stock less attractive and much closer to intrinsic value after its rally this year?</p><p>3. Your investment lieutenants Todd Combs and Ted Weschler are expected to take over the $350 billion equity portfolio when you depart. How have they performed versus the S&amp;P 500 since they joined Berkshire about a decade ago, and why aren’t they managing more than their current $35 billion?</p><p>4. What would it take for you to consider selling Berkshire’s huge Apple stake?</p><p>5. Give us your thinking on the Occidental (OXY) and HP Inc. (HPQ) investments this year. Would you consider buying all of Occidental?</p><p>6. You’ve often praised Google. Why hasn’t Alphabet (GOOG) become a big equity holding for Berkshire?</p><p>7. Why was it important to add your daughter Susan to the Berkshire board last year when your son Howard is already on it?</p><p>8. Greg Abel, your likely successor, has been paid about $75 million since becoming head of non-insurance operations in 2018. He doesn’t appear to have bought any Berkshire stock. Why?</p><p>9. Why not hold quarterly conference calls or an investor day so Berkshire’s million-plus shareholders can better understand a complex company?</p><p>10. Having a dual-class structure with unequal voting rights isn’t regarded as good corporate governance. Why not equalize the votes on the A and B shares now or after your death?</p><p>11. Berkshire’s Geico unit has lost ground versus its rival Progressive in the auto insurance market in recent years. Can it catch up?</p><p>12. How long much longer do you think Jain, now 70, will be running Berkshire’s insurance operations?</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Watch for at Warren Buffett's 'Woodstock for Capitalists' in Omaha on Saturday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat to Watch for at Warren Buffett's 'Woodstock for Capitalists' in Omaha on Saturday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-29 22:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/what-to-watch-for-at-warren-buffetts-woodstock-for-capitalists-in-omaha-on-saturday-11651238604?mod=search_headline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway's annual meeting kicks off April 30Warren Buffett, known as the ‘Oracle of Omaha,’ will on April 30 hold Berkshire Hathaway’s annual meeting in person for the first time since the ...</p>\n\n<a href=\"https://www.marketwatch.com/story/what-to-watch-for-at-warren-buffetts-woodstock-for-capitalists-in-omaha-on-saturday-11651238604?mod=search_headline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4019":"再保险","BK4581":"高盛持仓","BK4201":"综合性石油与天然气企业","BK4176":"多领域控股","BK4534":"瑞士信贷持仓"},"source_url":"https://www.marketwatch.com/story/what-to-watch-for-at-warren-buffetts-woodstock-for-capitalists-in-omaha-on-saturday-11651238604?mod=search_headline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231233419","content_text":"Berkshire Hathaway's annual meeting kicks off April 30Warren Buffett, known as the ‘Oracle of Omaha,’ will on April 30 hold Berkshire Hathaway’s annual meeting in person for the first time since the pandemic.Thousands of Berkshire Hathaway Inc. shareholders are off to Omaha this weekend for what's known as \"Woodstock for Capitalists,\" where Warren Buffett will be meeting them in person for the first time since 2019. Berkshire's annual meeting, held virtually for the past two years in the pandemic, will be streamed live Saturday.Here are a few topics to watch out for.'Sociopathic grandpa'?Maybe Berkshire Hathaway chief executive officer Buffett will address billionaire entrepreneur Peter Thiel's remarks earlier this month that the legendary, 91-year old investor is a top \"enemy\" of bitcoin and part of a \"finance gerontocracy\" holding back the cryptocurrency's adoption. Thiel made those remarks at the Bitcoin 2022 conference in Miami, where he also called Buffett a \"sociopathic grandpa from Omaha.\" Crypto has soared in popularity, with Fidelity Investments announcing April 26 that it will allow investors to add a bitcoin account to their 401(k)s.Fed fighting inflationIn May 2020, Buffett praised Federal Reserve Chair Jerome Powell's handling of the market tumult during the COVID-19 crisis. He compared Powell with the late Paul Volcker, who as Fed Chair in the early 1980s helped tame inflation that had spiked in the 1970s. \"He and Jay Powell couldn't seem more different in temperament...but Jay Powell, in my view, and the Fed board belong up there on the pedestal\" with him, Buffett said in remarks at Berkshire's 2020 meeting.This year the U.S. stock market has sunk, with investors jittery over the Fed raising interest rates to fight the hottest inflation in about four decades. The cost of living has surged in the wake of massive monetary and fiscal stimulus during the pandemic, and now, investors fear Powell risks tipping the economy into recession as he aims to bring inflation under control.What about all that cash?At the start of 2022, Berkshire (BRKA)(BRKA) had about $112 billion in \"dry powder\" that could be used for investments, acquisitions or stock buybacks, according to a note earlier this month from Morningstar senior stock analyst Greggory Warren. \"Buffett's recent buying spree--including Occidental Petroleum, HP, and Alleghany --has barely dented the conglomerate's cash balance,\" he wrote. \"We believe the company has finally hit a nexus where it is far more focused on reducing its cash hoard through stock and bond investments and share repurchases.\"Winding down?Buffett, the \"Oracle of Omaha\" widely revered for his stock-picking prowess, will soon be auctioning off a private meal to raise money for the Glide Foundation for a final time. Glide, a California charity for the homeless, said Monday that bidding for a lunch with Buffett will open June 12. What Glide described as the \"grand finale\" lunch may raise questions about how much longer he intends on leading Berkshire Hathaway as CEO. He's been auctioning private meals since 2000, taking a pause for two years during the pandemic. Greg Abel, Berkshire's vice chairman in charge of non-insurance operations, is expected to be Buffett's successor.Climate changeBerkshire shareholders are once again set to challenge Buffett to step up efforts to combat climate change by doing more to reduce greenhouse gas emissions, according to a New York Times report on Monday. Buffett, who has argued that subsidiaries such as Berkshire Hathaway Energy disclose plenty about their emissions, faces a shareholder proposal asking for an overhaul of how the conglomerate views climate risks, the New York Times reported.Berkshire performanceBerkshire will release its first-quarter earnings report Saturday morning as it kicks off its annual meeting.Buffett's Berkshire (BRKA) is outperforming the beaten-up stock market this year, with its shares putting up gains so far in 2022. Berkshire's class B shares are up 10.8%  this year through Thursday, while the S&P 500 index  dropped 10% over the same period, FactSet data show.Also Read: 12 Questions for Warren Buffett at Berkshire Hathaway’s Annual MeetingThe highlight of Berkshire Hathaway’s annual meeting Saturday in Omaha will be 5 hours and 15 minutes of questions directed at CEO Warren Buffett and vice chairmen Charlie Munger, Ajit Jain, and Greg Abel.Buffett, 91, told Charlie Rose in a recent interview that he is eager to hear from what he calls his business partners at the first in-person Berkshire Hathaway  (ticker: BRK.A and BRK.B) meeting since 2019.“They can ask questions that can be impertinent. They can do anything they want with us. I love it and Charlie loves it,” Buffett told Rose.The Q&A session will get under way at 10:15 a.m. Eastern with Buffett taking alternate questions from CNBC’s Becky Quick and shareholders.With so many questions on shareholders’ minds, here are a dozen that could be posed to Buffett.1. You said earlier in April that you’re in good health and have no plans to retire. How long do you expect to remain CEO and what would you most like to accomplish in the remaining time?2. Berkshire’s stock buybacks slowed in the first two months of the first quarter. Is the stock less attractive and much closer to intrinsic value after its rally this year?3. Your investment lieutenants Todd Combs and Ted Weschler are expected to take over the $350 billion equity portfolio when you depart. How have they performed versus the S&P 500 since they joined Berkshire about a decade ago, and why aren’t they managing more than their current $35 billion?4. What would it take for you to consider selling Berkshire’s huge Apple stake?5. Give us your thinking on the Occidental (OXY) and HP Inc. (HPQ) investments this year. Would you consider buying all of Occidental?6. You’ve often praised Google. Why hasn’t Alphabet (GOOG) become a big equity holding for Berkshire?7. Why was it important to add your daughter Susan to the Berkshire board last year when your son Howard is already on it?8. Greg Abel, your likely successor, has been paid about $75 million since becoming head of non-insurance operations in 2018. He doesn’t appear to have bought any Berkshire stock. Why?9. Why not hold quarterly conference calls or an investor day so Berkshire’s million-plus shareholders can better understand a complex company?10. Having a dual-class structure with unequal voting rights isn’t regarded as good corporate governance. Why not equalize the votes on the A and B shares now or after your death?11. Berkshire’s Geico unit has lost ground versus its rival Progressive in the auto insurance market in recent years. Can it catch up?12. How long much longer do you think Jain, now 70, will be running Berkshire’s insurance operations?","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963879863,"gmtCreate":1668651175452,"gmtModify":1676538090984,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Kinda stalemate going ahead to get any laws done&nbsp;[Facepalm]&nbsp;","listText":"Kinda stalemate going ahead to get any laws done&nbsp;[Facepalm]&nbsp;","text":"Kinda stalemate going ahead to get any laws done [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963879863","repostId":"1126477238","repostType":4,"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089012968,"gmtCreate":1649931705993,"gmtModify":1676534609454,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Not surprised, especially since he already owned sso much of Twitter s shares. Smart guy he is!&nbsp;","listText":"Not surprised, especially since he already owned sso much of Twitter s shares. Smart guy he is!&nbsp;","text":"Not surprised, especially since he already owned sso much of Twitter s shares. Smart guy he is!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089012968","repostId":"1188043014","repostType":2,"repost":{"id":"1188043014","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649931354,"share":"https://ttm.financial/m/news/1188043014?lang=&edition=fundamental","pubTime":"2022-04-14 18:15","market":"us","language":"en","title":"Twitter Shares Surged 12% after Musk Offered To Buy Twitter For $54.20 Per Share In Cash","url":"https://stock-news.laohu8.com/highlight/detail?id=1188043014","media":"Tiger Newspress","summary":"Twitter shares surged 12% after Musk offers to buy Twitter for $54.20 per share in cash.Elon Musk ha","content":"<html><head></head><body><p>Twitter shares surged 12% after Musk offers to buy Twitter for $54.20 per share in cash.<img src=\"https://static.tigerbbs.com/f6ed2c95a9d2c6ee1ef56bc4eaf118be\" tg-width=\"871\" tg-height=\"842\" referrerpolicy=\"no-referrer\"/>Elon Musk has offered to buy Twitter for $54.20 per share in cash, according to an updated 13D filing, Bloomberg News reports.</p><p>Musk offered to “acquire all of the outstanding Common Stock of the Issuer not owned by the Reporting Person for all cash consideration valuing the Common Stock at $54.20 per share.”</p><h2>The offer letter was disclosed in an SEC filing. Here is the letter:</h2><p>Bret Taylor</p><p>Chairman of the Board,</p><p>I invested in Twitter as I believe in its potential to be the platform for free speech around the globe, and I believe free speech is a societal imperative for a functioning democracy.</p><p>However, since making my investment I now realize the company will neither thrive nor serve this societal imperative in its current form. Twitter needs to be transformed as a private company.</p><p>As a result, I am offering to buy 100% of Twitter for $54.20 per share in cash, a 54% premium over the day before I began investing in Twitter and a 38% premium over the day before my investment was publicly announced. My offer is my best and final offer and if it is not accepted, I would need to reconsider my position as a shareholder.</p><p>Twitter has extraordinary potential. I will unlock it.</p><p>/s/ Elon Musk</p><p>Elon Musk</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>Twitter Shares Surged 12% after Musk Offered To Buy Twitter For $54.20 Per Share In Cash</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\">\nTwitter Shares Surged 12% after Musk Offered To Buy Twitter For $54.20 Per Share In Cash\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\">2022-04-14 18:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Twitter shares surged 12% after Musk offers to buy Twitter for $54.20 per share in cash.<img src=\"https://static.tigerbbs.com/f6ed2c95a9d2c6ee1ef56bc4eaf118be\" tg-width=\"871\" tg-height=\"842\" referrerpolicy=\"no-referrer\"/>Elon Musk has offered to buy Twitter for $54.20 per share in cash, according to an updated 13D filing, Bloomberg News reports.</p><p>Musk offered to “acquire all of the outstanding Common Stock of the Issuer not owned by the Reporting Person for all cash consideration valuing the Common Stock at $54.20 per share.”</p><h2>The offer letter was disclosed in an SEC filing. Here is the letter:</h2><p>Bret Taylor</p><p>Chairman of the Board,</p><p>I invested in Twitter as I believe in its potential to be the platform for free speech around the globe, and I believe free speech is a societal imperative for a functioning democracy.</p><p>However, since making my investment I now realize the company will neither thrive nor serve this societal imperative in its current form. Twitter needs to be transformed as a private company.</p><p>As a result, I am offering to buy 100% of Twitter for $54.20 per share in cash, a 54% premium over the day before I began investing in Twitter and a 38% premium over the day before my investment was publicly announced. My offer is my best and final offer and if it is not accepted, I would need to reconsider my position as a shareholder.</p><p>Twitter has extraordinary potential. I will unlock it.</p><p>/s/ Elon Musk</p><p>Elon Musk</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188043014","content_text":"Twitter shares surged 12% after Musk offers to buy Twitter for $54.20 per share in cash.Elon Musk has offered to buy Twitter for $54.20 per share in cash, according to an updated 13D filing, Bloomberg News reports.Musk offered to “acquire all of the outstanding Common Stock of the Issuer not owned by the Reporting Person for all cash consideration valuing the Common Stock at $54.20 per share.”The offer letter was disclosed in an SEC filing. Here is the letter:Bret TaylorChairman of the Board,I invested in Twitter as I believe in its potential to be the platform for free speech around the globe, and I believe free speech is a societal imperative for a functioning democracy.However, since making my investment I now realize the company will neither thrive nor serve this societal imperative in its current form. Twitter needs to be transformed as a private company.As a result, I am offering to buy 100% of Twitter for $54.20 per share in cash, a 54% premium over the day before I began investing in Twitter and a 38% premium over the day before my investment was publicly announced. My offer is my best and final offer and if it is not accepted, I would need to reconsider my position as a shareholder.Twitter has extraordinary potential. I will unlock it./s/ Elon MuskElon Musk","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984343541,"gmtCreate":1667545008983,"gmtModify":1676537935426,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Best is to own both stocks n hold them until their price recover. Takes time n money but will reap reward in the mid to long term&nbsp;[Cool]&nbsp;","listText":"Best is to own both stocks n hold them until their price recover. Takes time n money but will reap reward in the mid to long term&nbsp;[Cool]&nbsp;","text":"Best is to own both stocks n hold them until their price recover. Takes time n money but will reap reward in the mid to long term [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984343541","repostId":"1169878705","repostType":4,"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911702935,"gmtCreate":1664252556728,"gmtModify":1676537419462,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Was surprised crypto held up relatively well in this brutal market&nbsp;[Surprised]&nbsp;","listText":"Was surprised crypto held up relatively well in this brutal market&nbsp;[Surprised]&nbsp;","text":"Was surprised crypto held up relatively well in this brutal market [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911702935","repostId":"1119800850","repostType":4,"repost":{"id":"1119800850","kind":"news","pubTimestamp":1664250322,"share":"https://ttm.financial/m/news/1119800850?lang=&edition=fundamental","pubTime":"2022-09-27 11:45","market":"us","language":"en","title":"Bitcoin Tops $US20k, Gold Steadies","url":"https://stock-news.laohu8.com/highlight/detail?id=1119800850","media":"The Australian Financial Review","summary":"Cryptocurrency bitcoin has surged 7 per cent on Tuesday to top $US20,000 at $20,195.Number two crypt","content":"<html><head></head><body><p>Cryptocurrency bitcoin has surged 7 per cent on Tuesday to top $US20,000 at $20,195.</p><p>Number two crypto ethereum is also up 6.2 per cent to $US1384 just over a week after its much-hyped switch to a proof of stake mechanism branded as the merge. Cryptocurrencies can move in mysterious ways and traders are not attributing the move to any single event.</p><p>Gold has also steadied at $US1637 an ounce, after weeks of heavy selling on the relentless rise of the US dollar. Other metals including copper, platinum and silver are marginally higher on Tuesday.</p><p>The DXY Index as a measure of US dollar strength against a basket of six major currencies has turned 0.3 per cent lower this afternoon at 113.76.</p></body></html>","source":"afr_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>Bitcoin Tops $US20k, Gold Steadies</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\">\nBitcoin Tops $US20k, Gold Steadies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/markets/equity-markets/asx-to-edge-up-a-extends-slide-dow-confirms-bear-20220927-p5bl7f><strong>The Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cryptocurrency bitcoin has surged 7 per cent on Tuesday to top $US20,000 at $20,195.Number two crypto ethereum is also up 6.2 per cent to $US1384 just over a week after its much-hyped switch to a ...</p>\n\n<a href=\"https://www.afr.com/markets/equity-markets/asx-to-edge-up-a-extends-slide-dow-confirms-bear-20220927-p5bl7f\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.afr.com/markets/equity-markets/asx-to-edge-up-a-extends-slide-dow-confirms-bear-20220927-p5bl7f","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119800850","content_text":"Cryptocurrency bitcoin has surged 7 per cent on Tuesday to top $US20,000 at $20,195.Number two crypto ethereum is also up 6.2 per cent to $US1384 just over a week after its much-hyped switch to a proof of stake mechanism branded as the merge. Cryptocurrencies can move in mysterious ways and traders are not attributing the move to any single event.Gold has also steadied at $US1637 an ounce, after weeks of heavy selling on the relentless rise of the US dollar. Other metals including copper, platinum and silver are marginally higher on Tuesday.The DXY Index as a measure of US dollar strength against a basket of six major currencies has turned 0.3 per cent lower this afternoon at 113.76.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931649016,"gmtCreate":1662456296736,"gmtModify":1676537064033,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Go go go, Apple!&nbsp;[Cool]&nbsp;","listText":"Go go go, Apple!&nbsp;[Cool]&nbsp;","text":"Go go go, Apple! [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9931649016","repostId":"1150401770","repostType":2,"repost":{"id":"1150401770","kind":"news","pubTimestamp":1662454766,"share":"https://ttm.financial/m/news/1150401770?lang=&edition=fundamental","pubTime":"2022-09-06 16:59","market":"us","language":"en","title":"Apple's Rivals Bled After It Unleashed Privacy Moves — Now The iPhone Maker Reportedly Plans To Double Its Advertising Staff","url":"https://stock-news.laohu8.com/highlight/detail?id=1150401770","media":"Benzinga","summary":"ZINGER KEY POINTSApple is looking to nearly double its ad platforms staffThe move comes months after","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Apple is looking to nearly double its ad platforms staff</li><li>The move comes months after it unleashed privacy-oriented changes that affected rivals</li><li>Apple is hiring for a variety of posts across geographies</li></ul><p><b>Apple Inc</b> is reportedly looking to double its advertising workforce after the company’s sweeping privacy changes decimated its rivals’ revenues.</p><p><b>What Happened:</b> The iPhone maker is looking to add 216 more positions in this category to its team of 250 employees who work on advertising platforms. The number of positions is four times the 56 it was hoping to fill in 2020, reported the Financial Times, citing LinkedIn data.</p><p>Apple has disputed the figures put forward by Financial Times but did not provide further details.</p><p>The advertisements put out by the company say its goals are that of “redefining advertising” for a “privacy-centric” world, according to the report.</p><p>The jobs that the <b>Tim Cook</b>-led company is filling span from product designers and managers to data engineers and sales specialists.</p><p>Most of the roles are reportedly in the U.S. but there are also positions in Europe, China, India, Japan and Singapore.</p><p>“That’s a giant team — that’s bigger than most small companies,” said <b>Jade Arenstein</b>, the global service lead at <b>Incubeta</b>, a South-Africa-based market performance firm, according to FT. “Wherever there is smoke there is fire, and that’s definitely some smoke.”</p><p><b>Why It Matters:</b> Apple’s privacy changes, introduced in iOS14, left <b>Meta Platforms Inc</b> fuming.</p><p>The changes introduced in June 2021 reduced the efficacy of Facebook advertising. It also caused an erosion in the revenue of <b>Twitter Inc.</b> and Facebook.</p><p>However, the financial impact was limited on Google, the search arm of <b>Alphabet Inc</b>.</p><p><b>Zeta Global</b>, CEO <b>David Steinberg</b> said that Apple was “Machiavellian” as it adopted privacy rules that forced its rivals to rebuild their ad platform while it created an opening for itself.</p><p>“They could build out (their advertising business) dramatically (and) the ‘air cover’ is they are protecting the consumer’s privacy,” said the executive of the marketing technology company, according to FT.</p><p><b>Price Action:</b> On Friday, Apple shares closed 1.4% lower at $155.81 and fell 0.1% in the after-hours trading.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's Rivals Bled After It Unleashed Privacy Moves — Now The iPhone Maker Reportedly Plans To Double Its Advertising Staff</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's Rivals Bled After It Unleashed Privacy Moves — Now The iPhone Maker Reportedly Plans To Double Its Advertising Staff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 16:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/09/28750562/apples-rivals-bled-after-it-unleashed-privacy-moves-now-the-iphone-maker-plans-to-double-its-own-ad><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSApple is looking to nearly double its ad platforms staffThe move comes months after it unleashed privacy-oriented changes that affected rivalsApple is hiring for a variety of posts ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/09/28750562/apples-rivals-bled-after-it-unleashed-privacy-moves-now-the-iphone-maker-plans-to-double-its-own-ad\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.benzinga.com/news/22/09/28750562/apples-rivals-bled-after-it-unleashed-privacy-moves-now-the-iphone-maker-plans-to-double-its-own-ad","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150401770","content_text":"ZINGER KEY POINTSApple is looking to nearly double its ad platforms staffThe move comes months after it unleashed privacy-oriented changes that affected rivalsApple is hiring for a variety of posts across geographiesApple Inc is reportedly looking to double its advertising workforce after the company’s sweeping privacy changes decimated its rivals’ revenues.What Happened: The iPhone maker is looking to add 216 more positions in this category to its team of 250 employees who work on advertising platforms. The number of positions is four times the 56 it was hoping to fill in 2020, reported the Financial Times, citing LinkedIn data.Apple has disputed the figures put forward by Financial Times but did not provide further details.The advertisements put out by the company say its goals are that of “redefining advertising” for a “privacy-centric” world, according to the report.The jobs that the Tim Cook-led company is filling span from product designers and managers to data engineers and sales specialists.Most of the roles are reportedly in the U.S. but there are also positions in Europe, China, India, Japan and Singapore.“That’s a giant team — that’s bigger than most small companies,” said Jade Arenstein, the global service lead at Incubeta, a South-Africa-based market performance firm, according to FT. “Wherever there is smoke there is fire, and that’s definitely some smoke.”Why It Matters: Apple’s privacy changes, introduced in iOS14, left Meta Platforms Inc fuming.The changes introduced in June 2021 reduced the efficacy of Facebook advertising. It also caused an erosion in the revenue of Twitter Inc. and Facebook.However, the financial impact was limited on Google, the search arm of Alphabet Inc.Zeta Global, CEO David Steinberg said that Apple was “Machiavellian” as it adopted privacy rules that forced its rivals to rebuild their ad platform while it created an opening for itself.“They could build out (their advertising business) dramatically (and) the ‘air cover’ is they are protecting the consumer’s privacy,” said the executive of the marketing technology company, according to FT.Price Action: On Friday, Apple shares closed 1.4% lower at $155.81 and fell 0.1% in the after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058023720,"gmtCreate":1654756434460,"gmtModify":1676535505904,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Sg REITS are mostly a stable lot to park extra funds during these turbulent times. I m still holding a fair bit for a long while already.&nbsp;","listText":"Sg REITS are mostly a stable lot to park extra funds during these turbulent times. I m still holding a fair bit for a long while already.&nbsp;","text":"Sg REITS are mostly a stable lot to park extra funds during these turbulent times. I m still holding a fair bit for a long while already.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058023720","repostId":"1114107277","repostType":2,"repost":{"id":"1114107277","kind":"news","pubTimestamp":1654754249,"share":"https://ttm.financial/m/news/1114107277?lang=&edition=fundamental","pubTime":"2022-06-09 13:57","market":"sg","language":"en","title":"Singapore REIT Sector Upgraded: Is It Time to Invest?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114107277","media":"The Smart Investor","summary":"Brokers are becoming more sanguine about the REIT sector. Should you share their optimism?","content":"<html><head></head><body><p>There’s been a change in sentiment for the REIT sector.</p><p>Brokerages have now turned more positive on the asset class after many REITs hit their 52-week lows.</p><p>Analysts from <b>DBS Group’s</b> (SGX: D05) believe that inflation is set to peak in Singapore soon, resulting in easing cost pressures for the sector.</p><p>According to the bank, the distribution yield for the REIT sector remains very attractive at 6%.</p><p>Similarly, Maybank Kim Eng maintains a positive outlook on Singapore REITs but warns of risks to DPU as interest costs rise in tandem with rising interest rates.</p><p>Brokerage firm <b>UOB Kay Hian</b> (SGX: U10) is also bullish on the local REIT sector due to Singapore’s recent reopening, along with easing inflationary pressures.</p><p>With multiple brokerages turning positive on REITs, should investors share their optimism and allocate some money to the sector?</p><p><b>REITs as stable income providers</b></p><p>First and foremost, it’s important to recognise that REITs have been a bastion of stability for income-seeking investors.</p><p>The requirement to pay out at least 90% of their earnings as distributions to enjoy tax benefits means that REITs are viewed as dependable sources of passive income.</p><p>Non-REIT businesses may ebb and flow with the economy, but REITs have upheld their reputation as reliable dividend payers through good times and bad.</p><p>A few examples illustrate this point.</p><p><b>Parkway Life REIT</b> (SGX: C2PU) has paid out higher core distributions since 2008 even though it has gone through both the Great Financial Crisis in 2009 and the pandemic in 2020-2021.</p><p>Singapore’s oldest industrial REIT,<b>Ascendas REIT</b> (SGX: A17U), has also continued paying out distributions without fail since its IPO back in 2002.</p><p>Another veteran on the scene, <b>Suntec REIT</b> (SGX: T82U), has also maintained its distributions since its listing in December 2004.</p><p><b>Near-term headwinds may persist</b></p><p>REITs have historically continued paying distributions through different economic cycles.</p><p>That said, inflation could reduce REITs’ distributable income as their operating costs soar, thus leading to lower overall DPU.</p><p>The spectre of more interest rate hikes by the US Federal Reserve will also raise borrowing costs for REITs.</p><p>These headwinds could persist for some time and negatively impact DPUs before subsiding either later this year or next year.</p><p><b>Strong sponsors and acquisition pipelines</b></p><p>If you are looking for a REIT that can remain resilient despite the challenges above, it’s preferable to select those with strong track records and sponsors.</p><p>These attributes provide the REIT with a better fighting chance to overcome these headwinds.</p><p>Some examples of REITs with strong sponsors include <b>Keppel DC REIT</b> (SGX: AJBU), <b>CapitaLand Integrated Commercial Trust</b> (SGX: C38U), or CICT, and <b>Mapletree Industrial Trust</b> (SGX: ME8U), or MIT.</p><p>Keppel DC REIT is supported by the conglomerate <b>Keppel Corporation Limited</b> (SGX: BN4).</p><p>CICT has <b>CapitaLand Investment Limited</b> (SGX: 9CI) as its sponsor while MIT is anchored by sponsor Mapletree Investments Pte Ltd, a unit of Temasek Holdings.</p><p>Not only can these sponsors provide financial assistance to their REITs when times are tough, but they also have a ready pipeline of assets that can be injected to grow these REITs.</p><p>A healthy acquisition pipeline means that investors can be assured of steady growth for both the REIT’s asset base and DPU.</p><p><b>Get Smart: Scooping up units on the cheap</b></p><p>By now, you should realise that the REIT sector is resilient against macroeconomic headwinds.</p><p>Hence, lower unit prices should be seen as a golden opportunity to scoop up units of your favourite REITs.</p><p>Assuming they can maintain their DPUs, you’d be enjoying a much higher distribution yield compared to when they were trading at their highs.</p><p>Of course, the key is to select REITs with durable characteristics that allow them to bounce back quickly once the economy is on the mend.</p><p>That way, you can enjoy a good night’s sleep.</p><p>The brokerages are right to be positive about the REIT sector, but as an investor, you need to tread carefully to avoid value traps.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore REIT Sector Upgraded: Is It Time to Invest?</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\">\nSingapore REIT Sector Upgraded: Is It Time to Invest?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 13:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/singapore-reit-sector-upgraded-is-it-time-to-invest/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There’s been a change in sentiment for the REIT sector.Brokerages have now turned more positive on the asset class after many REITs hit their 52-week lows.Analysts from DBS Group’s (SGX: D05) believe ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/singapore-reit-sector-upgraded-is-it-time-to-invest/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"9CI.SI":"凯德投资","C2PU.SI":"百汇生命产业信托","BN4.SI":"吉宝有限公司","AJBU.SI":"吉宝数据中心房地产信托","A17U.SI":"凯德腾飞房产信托","ME8U.SI":"丰树工业信托","C38U.SI":"凯德商用新加坡信托","T82U.SI":"新达产业信托"},"source_url":"https://thesmartinvestor.com.sg/singapore-reit-sector-upgraded-is-it-time-to-invest/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114107277","content_text":"There’s been a change in sentiment for the REIT sector.Brokerages have now turned more positive on the asset class after many REITs hit their 52-week lows.Analysts from DBS Group’s (SGX: D05) believe that inflation is set to peak in Singapore soon, resulting in easing cost pressures for the sector.According to the bank, the distribution yield for the REIT sector remains very attractive at 6%.Similarly, Maybank Kim Eng maintains a positive outlook on Singapore REITs but warns of risks to DPU as interest costs rise in tandem with rising interest rates.Brokerage firm UOB Kay Hian (SGX: U10) is also bullish on the local REIT sector due to Singapore’s recent reopening, along with easing inflationary pressures.With multiple brokerages turning positive on REITs, should investors share their optimism and allocate some money to the sector?REITs as stable income providersFirst and foremost, it’s important to recognise that REITs have been a bastion of stability for income-seeking investors.The requirement to pay out at least 90% of their earnings as distributions to enjoy tax benefits means that REITs are viewed as dependable sources of passive income.Non-REIT businesses may ebb and flow with the economy, but REITs have upheld their reputation as reliable dividend payers through good times and bad.A few examples illustrate this point.Parkway Life REIT (SGX: C2PU) has paid out higher core distributions since 2008 even though it has gone through both the Great Financial Crisis in 2009 and the pandemic in 2020-2021.Singapore’s oldest industrial REIT,Ascendas REIT (SGX: A17U), has also continued paying out distributions without fail since its IPO back in 2002.Another veteran on the scene, Suntec REIT (SGX: T82U), has also maintained its distributions since its listing in December 2004.Near-term headwinds may persistREITs have historically continued paying distributions through different economic cycles.That said, inflation could reduce REITs’ distributable income as their operating costs soar, thus leading to lower overall DPU.The spectre of more interest rate hikes by the US Federal Reserve will also raise borrowing costs for REITs.These headwinds could persist for some time and negatively impact DPUs before subsiding either later this year or next year.Strong sponsors and acquisition pipelinesIf you are looking for a REIT that can remain resilient despite the challenges above, it’s preferable to select those with strong track records and sponsors.These attributes provide the REIT with a better fighting chance to overcome these headwinds.Some examples of REITs with strong sponsors include Keppel DC REIT (SGX: AJBU), CapitaLand Integrated Commercial Trust (SGX: C38U), or CICT, and Mapletree Industrial Trust (SGX: ME8U), or MIT.Keppel DC REIT is supported by the conglomerate Keppel Corporation Limited (SGX: BN4).CICT has CapitaLand Investment Limited (SGX: 9CI) as its sponsor while MIT is anchored by sponsor Mapletree Investments Pte Ltd, a unit of Temasek Holdings.Not only can these sponsors provide financial assistance to their REITs when times are tough, but they also have a ready pipeline of assets that can be injected to grow these REITs.A healthy acquisition pipeline means that investors can be assured of steady growth for both the REIT’s asset base and DPU.Get Smart: Scooping up units on the cheapBy now, you should realise that the REIT sector is resilient against macroeconomic headwinds.Hence, lower unit prices should be seen as a golden opportunity to scoop up units of your favourite REITs.Assuming they can maintain their DPUs, you’d be enjoying a much higher distribution yield compared to when they were trading at their highs.Of course, the key is to select REITs with durable characteristics that allow them to bounce back quickly once the economy is on the mend.That way, you can enjoy a good night’s sleep.The brokerages are right to be positive about the REIT sector, but as an investor, you need to tread carefully to avoid value traps.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059074782,"gmtCreate":1654270940846,"gmtModify":1676535423452,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"Good news is bad for stocks n vice versa. It's a weird world we live in&nbsp;[Facepalm]&nbsp;","listText":"Good news is bad for stocks n vice versa. It's a weird world we live in&nbsp;[Facepalm]&nbsp;","text":"Good news is bad for stocks n vice versa. It's a weird world we live in [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059074782","repostId":"1165843582","repostType":2,"repost":{"id":"1165843582","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1654268954,"share":"https://ttm.financial/m/news/1165843582?lang=&edition=fundamental","pubTime":"2022-06-03 23:09","market":"us","language":"en","title":"Sell-Off on Wall Street Gains Steam, with the Dow Falling More Than 300 Points","url":"https://stock-news.laohu8.com/highlight/detail?id=1165843582","media":"Tiger Newspress","summary":"U.S. stocks slid Friday as investors digested a stronger-than-expected jobs report and its implicati","content":"<html><head></head><body><p>U.S. stocks slid Friday as investors digested a stronger-than-expected jobs report and its implication for monetary policy going forward.</p><p>The Dow Jones Industrial Average fell about 328 points, or 1%. The S&amp;P 500 slipped 1.7%. The technology-heavy Nasdaq Composite fell 2.6%.</p><p>Hiring in the U.S. remained elevated in May. Nonfarm payrolls added 390,000 jobs last month, theBureau of Labor Statistics reported Friday. Economists expected 328,000 jobs added, according to Dow Jones.</p><p>Average hourly earnings rose 0.3% in May, according to the BLS, slightly less than the consensus estimate of 0.4% and in line with April’s pace.</p><p>“Numbers this strong would likely reverse any hopes the Fed would consider a pause in rate hikes after the June/July increases, because it would signal the labor market remains very tight,” Tom Essaye of the Sevens Report said.</p><p>Traders selling stocks likely reacted to the move higher in rates with fears of the Federal Reserve tightening monetary policy at the forefront. The benchmark 10-year Treasury yield climbed after the report, above the 2.96% level. Yields rose across the board as the jobs report is unlikely to give the Fed reason to pause its aggressive tightening campaign.</p><p>Investors fear higher yields could slow the economy too much and tip it into a recession. Higher rates also discount the value of future earnings, which can make stocks look less attractive, especially growth and tech names.</p><p>Technology shares retreated amid the rising rates. Micron Technology fell about 6% and Nvidia fell nearly 3%. Mega-cap tech names Google parent Alphabet and Facebook parent Meta Platforms each lost more than 2%.</p><p>Apple eased more than 2% after acautious research note from Morgan Stanley. The firm said slowing App Store growth could hurt the company in the near-term.</p><p>Tesla shares fell more than 6% after Reuters reported, citing an internal email, that CEO Elon Musk wants to cut 10% of jobs at the car maker. According to Reuters’ report, Musk also said in the email that he has a “super bad” feeling about the economy.</p><p>With Friday’s decline, the three major averages are now marginally lower on the holiday-shortened week.</p><p>Stocks are coming off a strong session Thursday in which the major averages rose for the first time in three sessions.</p><p>Investors have been divided on recession calls and if the Fed may be positioned to take a break from its interest rate hikes.</p><p>Fed Vice Chair Lael Brainard on Thursday told CNBC it’s unlikely to do so anytime soon and that it’s “got a lot of work to do to get inflation down to our 2% target.”</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>Sell-Off on Wall Street Gains Steam, with the Dow Falling More Than 300 Points</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\">\nSell-Off on Wall Street Gains Steam, with the Dow Falling More Than 300 Points\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-03 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks slid Friday as investors digested a stronger-than-expected jobs report and its implication for monetary policy going forward.</p><p>The Dow Jones Industrial Average fell about 328 points, or 1%. The S&amp;P 500 slipped 1.7%. The technology-heavy Nasdaq Composite fell 2.6%.</p><p>Hiring in the U.S. remained elevated in May. Nonfarm payrolls added 390,000 jobs last month, theBureau of Labor Statistics reported Friday. Economists expected 328,000 jobs added, according to Dow Jones.</p><p>Average hourly earnings rose 0.3% in May, according to the BLS, slightly less than the consensus estimate of 0.4% and in line with April’s pace.</p><p>“Numbers this strong would likely reverse any hopes the Fed would consider a pause in rate hikes after the June/July increases, because it would signal the labor market remains very tight,” Tom Essaye of the Sevens Report said.</p><p>Traders selling stocks likely reacted to the move higher in rates with fears of the Federal Reserve tightening monetary policy at the forefront. The benchmark 10-year Treasury yield climbed after the report, above the 2.96% level. Yields rose across the board as the jobs report is unlikely to give the Fed reason to pause its aggressive tightening campaign.</p><p>Investors fear higher yields could slow the economy too much and tip it into a recession. Higher rates also discount the value of future earnings, which can make stocks look less attractive, especially growth and tech names.</p><p>Technology shares retreated amid the rising rates. Micron Technology fell about 6% and Nvidia fell nearly 3%. Mega-cap tech names Google parent Alphabet and Facebook parent Meta Platforms each lost more than 2%.</p><p>Apple eased more than 2% after acautious research note from Morgan Stanley. The firm said slowing App Store growth could hurt the company in the near-term.</p><p>Tesla shares fell more than 6% after Reuters reported, citing an internal email, that CEO Elon Musk wants to cut 10% of jobs at the car maker. According to Reuters’ report, Musk also said in the email that he has a “super bad” feeling about the economy.</p><p>With Friday’s decline, the three major averages are now marginally lower on the holiday-shortened week.</p><p>Stocks are coming off a strong session Thursday in which the major averages rose for the first time in three sessions.</p><p>Investors have been divided on recession calls and if the Fed may be positioned to take a break from its interest rate hikes.</p><p>Fed Vice Chair Lael Brainard on Thursday told CNBC it’s unlikely to do so anytime soon and that it’s “got a lot of work to do to get inflation down to our 2% target.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165843582","content_text":"U.S. stocks slid Friday as investors digested a stronger-than-expected jobs report and its implication for monetary policy going forward.The Dow Jones Industrial Average fell about 328 points, or 1%. The S&P 500 slipped 1.7%. The technology-heavy Nasdaq Composite fell 2.6%.Hiring in the U.S. remained elevated in May. Nonfarm payrolls added 390,000 jobs last month, theBureau of Labor Statistics reported Friday. Economists expected 328,000 jobs added, according to Dow Jones.Average hourly earnings rose 0.3% in May, according to the BLS, slightly less than the consensus estimate of 0.4% and in line with April’s pace.“Numbers this strong would likely reverse any hopes the Fed would consider a pause in rate hikes after the June/July increases, because it would signal the labor market remains very tight,” Tom Essaye of the Sevens Report said.Traders selling stocks likely reacted to the move higher in rates with fears of the Federal Reserve tightening monetary policy at the forefront. The benchmark 10-year Treasury yield climbed after the report, above the 2.96% level. Yields rose across the board as the jobs report is unlikely to give the Fed reason to pause its aggressive tightening campaign.Investors fear higher yields could slow the economy too much and tip it into a recession. Higher rates also discount the value of future earnings, which can make stocks look less attractive, especially growth and tech names.Technology shares retreated amid the rising rates. Micron Technology fell about 6% and Nvidia fell nearly 3%. Mega-cap tech names Google parent Alphabet and Facebook parent Meta Platforms each lost more than 2%.Apple eased more than 2% after acautious research note from Morgan Stanley. The firm said slowing App Store growth could hurt the company in the near-term.Tesla shares fell more than 6% after Reuters reported, citing an internal email, that CEO Elon Musk wants to cut 10% of jobs at the car maker. According to Reuters’ report, Musk also said in the email that he has a “super bad” feeling about the economy.With Friday’s decline, the three major averages are now marginally lower on the holiday-shortened week.Stocks are coming off a strong session Thursday in which the major averages rose for the first time in three sessions.Investors have been divided on recession calls and if the Fed may be positioned to take a break from its interest rate hikes.Fed Vice Chair Lael Brainard on Thursday told CNBC it’s unlikely to do so anytime soon and that it’s “got a lot of work to do to get inflation down to our 2% target.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087780470,"gmtCreate":1651056646651,"gmtModify":1676534841467,"author":{"id":"4100842504175990","authorId":"4100842504175990","name":"DingDongBell","avatar":"https://community-static.tradeup.com/news/f6325a6852862a4e7c3d0524ecedd2d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100842504175990","authorIdStr":"4100842504175990"},"themes":[],"htmlText":"The up n downs of last few days have been really stomach churning. Definitely not for the weak hearted&nbsp;[Facepalm]&nbsp;","listText":"The up n downs of last few days have been really stomach churning. Definitely not for the weak hearted&nbsp;[Facepalm]&nbsp;","text":"The up n downs of last few days have been really stomach churning. Definitely not for the weak hearted [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087780470","repostId":"1165292935","repostType":2,"repost":{"id":"1165292935","kind":"news","pubTimestamp":1651055397,"share":"https://ttm.financial/m/news/1165292935?lang=&edition=fundamental","pubTime":"2022-04-27 18:29","market":"fut","language":"en","title":"U.S. Stock Futures Rise After Tech-Led Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=1165292935","media":"the wall street journal","summary":"U.S. stock futures rose, putting major indexes on track to recoup some of their losses Wednesday aft","content":"<html><head></head><body><p>U.S. stock futures rose, putting major indexes on track to recoup some of their losses Wednesday after selling off sharply in the previous session.</p><p>Futures for the S&amp;P 500 added 1%, and those for the Dow Jones Industrial Average climbed 1.1%. Contracts for the technology-focused Nasdaq-100 gained 1%.</p><p>On Tuesday, the Nasdaq Composite recorded its largest one-day percentage decline since September 2020, while the Dow dropped more than 800 points, as investors digested earnings reports and weighed concerns about inflation, the prospect of rapid policy tightening by the Federal Reserve, and the spread of Covid-19 in China.</p><p>“Earnings growth in general is coming in fairly solid for the quarter, but markets are mostly focused on some of the macro concerns around aggressive tighter Fed policy, as well as this global growth scare that’s playing out,” said Emily Roland, co-chief investment strategist at John Hancock Investment Management.</p><p>Many big companies are reporting earnings this week, with results due on Wednesday from companies including Facebook parent Meta Platforms and Ford Motor. Twitter, which this week agreed to sell itself for $44 billion to Elon Musk, is set to report Thursday.</p><p>The yield on the 10-year U.S. Treasury note was down to 2.768% on Wednesday from 2.773% on Tuesday. Recently, investors have sold bonds in anticipation of higher interest rates, and the yield on the benchmark note remains close to its highest level since 2018. Bond yields rise as prices fall.</p><p>European gas prices jumped, after Russia said it would halt gas flows to Poland and Bulgaria. Front-month contracts for benchmark Dutch gas rose 8.8% to €112.26 a megawatt-hour.</p><p>In premarket trading in New York, Tesla added 2.7%, on pace to recoup some of its losses after tumbling 12% Tuesday, its biggest one-day drop in more than a year. Twitter fell 1.7% to $48.82, about 10% below the $54.20 per-share-price that Elon Musk and Twitter agreed to in their deal to take the company private.</p><p>Microsoft jumped 5.3% premarket after it reported Tuesday higher revenue and profit last quarter as demand for its cloud services and software continued to climb.</p><p>Chipotle Mexican Grill added 3.6% premarket after the burrito chain said total revenue increased 16% last quarter amid higher food, beverage and packaging costs—which the company said was partially offset by menu-price increases.</p><p>Lucid Group gained 6.1% after the company late Tuesday said the government of Saudi Arabia had agreed to purchase up to 100,000 vehicles over a 10-year period.</p><p>In contrast, Google parent Alphabet fell 2.4% before the opening bell after the technology behemoth posted slower sales growth amid disruptions in digital advertising spending.</p><p>Robinhood Markets fell 1.2% premarket after the online brokerage said it was laying off 9% of its full-time employees. The company is set to report earnings Thursday.</p><p>In commodities, Brent crude, the international benchmark for oil prices, added 0.3% to $104.97 a barrel.</p><p>In currency markets, the dollar extended its rise, with the ICE U.S. Dollar index, which tracks the currency against a basket of others, rose 0.4% to 102.70, its highest level since the coronavirus-induced market drawdown of March 2020.</p><p>On Tuesday, the Nasdaq Composite recorded its largest one-day percentage decline since September 2020, while the Dow dropped more than 800 points.</p><p>Overseas, European stocks were little changed, with the Stoxx Europe 600 index edging up 0.1%. Major markets in Asia were mixed, with benchmarks in Japan and South Korea falling more than 1% and Chinese indexes gaining.</p><p>The CSI 300 index of the largest stocks listed in Shanghai and Shenzhen rose 2.9%, recouping some of its recent losses. In Hong Kong, the Hang Seng Index was up 0.1%.</p><p>The rebound came after China on Tuesday reported its lowest tally of Covid-19 cases in three weeks, and President Xi Jinping highlighted the importance of infrastructure for economic growth, singling out transport, energy and water conservation. Machinery and building-materials stocks jumped.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stock Futures Rise After Tech-Led Selloff</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stock Futures Rise After Tech-Led Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-27 18:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-04-27-2022-11651039718><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock futures rose, putting major indexes on track to recoup some of their losses Wednesday after selling off sharply in the previous session.Futures for the S&P 500 added 1%, and those for the ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-04-27-2022-11651039718\">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-04-27-2022-11651039718","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165292935","content_text":"U.S. stock futures rose, putting major indexes on track to recoup some of their losses Wednesday after selling off sharply in the previous session.Futures for the S&P 500 added 1%, and those for the Dow Jones Industrial Average climbed 1.1%. Contracts for the technology-focused Nasdaq-100 gained 1%.On Tuesday, the Nasdaq Composite recorded its largest one-day percentage decline since September 2020, while the Dow dropped more than 800 points, as investors digested earnings reports and weighed concerns about inflation, the prospect of rapid policy tightening by the Federal Reserve, and the spread of Covid-19 in China.“Earnings growth in general is coming in fairly solid for the quarter, but markets are mostly focused on some of the macro concerns around aggressive tighter Fed policy, as well as this global growth scare that’s playing out,” said Emily Roland, co-chief investment strategist at John Hancock Investment Management.Many big companies are reporting earnings this week, with results due on Wednesday from companies including Facebook parent Meta Platforms and Ford Motor. Twitter, which this week agreed to sell itself for $44 billion to Elon Musk, is set to report Thursday.The yield on the 10-year U.S. Treasury note was down to 2.768% on Wednesday from 2.773% on Tuesday. Recently, investors have sold bonds in anticipation of higher interest rates, and the yield on the benchmark note remains close to its highest level since 2018. Bond yields rise as prices fall.European gas prices jumped, after Russia said it would halt gas flows to Poland and Bulgaria. Front-month contracts for benchmark Dutch gas rose 8.8% to €112.26 a megawatt-hour.In premarket trading in New York, Tesla added 2.7%, on pace to recoup some of its losses after tumbling 12% Tuesday, its biggest one-day drop in more than a year. Twitter fell 1.7% to $48.82, about 10% below the $54.20 per-share-price that Elon Musk and Twitter agreed to in their deal to take the company private.Microsoft jumped 5.3% premarket after it reported Tuesday higher revenue and profit last quarter as demand for its cloud services and software continued to climb.Chipotle Mexican Grill added 3.6% premarket after the burrito chain said total revenue increased 16% last quarter amid higher food, beverage and packaging costs—which the company said was partially offset by menu-price increases.Lucid Group gained 6.1% after the company late Tuesday said the government of Saudi Arabia had agreed to purchase up to 100,000 vehicles over a 10-year period.In contrast, Google parent Alphabet fell 2.4% before the opening bell after the technology behemoth posted slower sales growth amid disruptions in digital advertising spending.Robinhood Markets fell 1.2% premarket after the online brokerage said it was laying off 9% of its full-time employees. The company is set to report earnings Thursday.In commodities, Brent crude, the international benchmark for oil prices, added 0.3% to $104.97 a barrel.In currency markets, the dollar extended its rise, with the ICE U.S. Dollar index, which tracks the currency against a basket of others, rose 0.4% to 102.70, its highest level since the coronavirus-induced market drawdown of March 2020.On Tuesday, the Nasdaq Composite recorded its largest one-day percentage decline since September 2020, while the Dow dropped more than 800 points.Overseas, European stocks were little changed, with the Stoxx Europe 600 index edging up 0.1%. Major markets in Asia were mixed, with benchmarks in Japan and South Korea falling more than 1% and Chinese indexes gaining.The CSI 300 index of the largest stocks listed in Shanghai and Shenzhen rose 2.9%, recouping some of its recent losses. In Hong Kong, the Hang Seng Index was up 0.1%.The rebound came after China on Tuesday reported its lowest tally of Covid-19 cases in three weeks, and President Xi Jinping highlighted the importance of infrastructure for economic growth, singling out transport, energy and water conservation. Machinery and building-materials stocks jumped.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}