katang_sunse personal page - To The Moon

katang_sunse

katang_sunse

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2023-02-21

$WILMAR INTERNATIONAL LIMITED(F34.SI)$ I am positive in this. Let's go Wilmar

2022-12-14

today will be a better day

Wall St Rises After CPI Data but Fed Concerns Persist

2022-12-14

luxury brand stronghold

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2022-12-14

good buy

Nasdaq Bear Market: 2 Stocks I'd Buy With No Hesitation

2022-12-14

risky

Down 24%, Is Alibaba Stock a Buy?

2022-11-23

huat huat

@TigerEvents:[Thanksgiving] Say thank you to your friends

2022-11-23

let's join

@TigerEvents:[Thanksgiving] Say thank you to your friends

2022-11-23

thank you Tiger for having this platform to allow us to have ease of buy & sell shares. Easy to useand trustworthy 👍🏼

2022-08-17

this is going to be so exciting

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2022-08-16

$Unity Software Inc.(U)$waiting for the good time

2022-08-15

$Apple(AAPL)$steady

2022-08-12

thank you for the insights

Palantir: The Good, The Bad And The Ugly

2022-08-10

$Unity Software Inc.(U)$anticipating

2022-08-09

$Unity Software Inc.(U)$let's fly

2022-08-06

$Advent Technologies Holdings, Inc.(ADN)$goodprospect

2022-08-05

$SINGAPORE AIRLINES LTD(C6L.SI)$let's fly

2022-08-04

hooray 😃

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2022-08-03

may all be well

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2022-07-25

$CapitaLandInves(9CI.SI)$huat huat

2022-07-22

$SoFi Technologies Inc.(SOFI)$u can do better i think

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>I am positive in this. 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Let's go Wilmar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957959148","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921354767,"gmtCreate":1670982617860,"gmtModify":1676538470821,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"today will be a better day&nbsp;","listText":"today will be a better day&nbsp;","text":"today will be a better day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921354767","repostId":"2291749530","repostType":4,"repost":{"id":"2291749530","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":1670972284,"share":"https://ttm.financial/m/news/2291749530?lang=&edition=fundamental","pubTime":"2022-12-14 06:58","market":"us","language":"en","title":"Wall St Rises After CPI Data but Fed Concerns Persist","url":"https://stock-news.laohu8.com/highlight/detail?id=2291749530","media":"Reuters","summary":"* Consumer prices rise moderately in November* Growth, real estate stocks climb as yields fall* Mode","content":"<html><head></head><body><p>* Consumer prices rise moderately in November</p><p>* Growth, real estate stocks climb as yields fall</p><p>* Moderna surges on upbeat trial data</p><p>* Dow up 0.3%, S&amp;P 500 up 0.73%, Nasdaq up 1.01%</p><p><img src=\"https://static.tigerbbs.com/f892c698f58a35f4311d9fef665fe65b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.</p><p>The benchmark S&amp;P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.</p><p>Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&amp;P 500 growth index, up 1.18%, and the S&amp;P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.</p><p>Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.</p><p>Morgan Stanley&#39;s chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank&#39;s February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.</p><p>Still, equities pared gains ahead of the Fed&#39;s policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.</p><p>&#34;There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,&#34; said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.</p><p>&#34;That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.&#34;</p><p>The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&amp;P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.</p><p>Energy, up 1.77%, was among the best performing S&amp;P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.</p><p>The consumer inflation numbers follow November&#39;s producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.</p><p>Still, some questioned whether the trend in prices could continue.</p><p>&#34;Today&#39;s CPI print is incrementally good, but it needs to be sustained,&#34; said Venu Krishna, head of U.S. equity strategy at Barclays in New York.</p><p>&#34;There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.&#34;</p><p>Moderna Inc surged 19.63% after the biotechnology firm&#39;s experimental vaccine in combination with Merck &amp; Co Inc&#39;s blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.</p><p>Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform&#39;s stock to &#34;overweight&#34; from &#34;neutral.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Rises After CPI Data but Fed Concerns Persist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Rises After CPI Data but Fed Concerns Persist\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\">2022-12-14 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Consumer prices rise moderately in November</p><p>* Growth, real estate stocks climb as yields fall</p><p>* Moderna surges on upbeat trial data</p><p>* Dow up 0.3%, S&amp;P 500 up 0.73%, Nasdaq up 1.01%</p><p><img src=\"https://static.tigerbbs.com/f892c698f58a35f4311d9fef665fe65b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.</p><p>The benchmark S&amp;P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.</p><p>Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&amp;P 500 growth index, up 1.18%, and the S&amp;P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.</p><p>Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.</p><p>Morgan Stanley&#39;s chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank&#39;s February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.</p><p>Still, equities pared gains ahead of the Fed&#39;s policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.</p><p>&#34;There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,&#34; said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.</p><p>&#34;That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.&#34;</p><p>The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&amp;P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.</p><p>Energy, up 1.77%, was among the best performing S&amp;P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.</p><p>The consumer inflation numbers follow November&#39;s producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.</p><p>Still, some questioned whether the trend in prices could continue.</p><p>&#34;Today&#39;s CPI print is incrementally good, but it needs to be sustained,&#34; said Venu Krishna, head of U.S. equity strategy at Barclays in New York.</p><p>&#34;There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.&#34;</p><p>Moderna Inc surged 19.63% after the biotechnology firm&#39;s experimental vaccine in combination with Merck &amp; Co Inc&#39;s blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.</p><p>Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform&#39;s stock to &#34;overweight&#34; from &#34;neutral.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","BK4516":"特朗普概念","MRNA":"Moderna, Inc.","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4139":"生物科技","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4007":"制药","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4196":"保健护理服务","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","BK4082":"医疗保健设备","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0122379950.USD":"贝莱德世界健康科学A2","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H",".DJI":"道琼斯","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC",".IXIC":"NASDAQ Composite","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD",".SPX":"S&P 500 Index","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","COMP":"Compass, Inc.","BK4127":"投资银行业与经纪业","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291749530","content_text":"* Consumer prices rise moderately in November* Growth, real estate stocks climb as yields fall* Moderna surges on upbeat trial data* Dow up 0.3%, S&P 500 up 0.73%, Nasdaq up 1.01%NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.The benchmark S&P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&P 500 growth index, up 1.18%, and the S&P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.Morgan Stanley's chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank's February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.Still, equities pared gains ahead of the Fed's policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.\"There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,\" said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.\"That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.\"The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.Energy, up 1.77%, was among the best performing S&P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.The consumer inflation numbers follow November's producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.Still, some questioned whether the trend in prices could continue.\"Today's CPI print is incrementally good, but it needs to be sustained,\" said Venu Krishna, head of U.S. equity strategy at Barclays in New York.\"There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.\"Moderna Inc surged 19.63% after the biotechnology firm's experimental vaccine in combination with Merck & Co Inc's blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform's stock to \"overweight\" from \"neutral.\"Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.The S&P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921354839,"gmtCreate":1670982567222,"gmtModify":1676538470797,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"luxury brand stronghold","listText":"luxury brand stronghold","text":"luxury brand stronghold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921354839","repostId":"2291471471","repostType":4,"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921354312,"gmtCreate":1670982504936,"gmtModify":1676538470796,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"good buy","listText":"good buy","text":"good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921354312","repostId":"2291479180","repostType":4,"repost":{"id":"2291479180","kind":"highlight","pubTimestamp":1671003913,"share":"https://ttm.financial/m/news/2291479180?lang=&edition=fundamental","pubTime":"2022-12-14 15:45","market":"us","language":"en","title":"Nasdaq Bear Market: 2 Stocks I'd Buy With No Hesitation","url":"https://stock-news.laohu8.com/highlight/detail?id=2291479180","media":"Motley Fool","summary":"After shocking 2022 declines, these stocks could move markets in 2023.","content":"<html><head></head><body><p>The question is asked often these days. &#34;How will we know when the bear market is over?&#34; Unfortunately, investors will only know this once the market reaches new highs -- and that&#39;s too late to harvest the most fruitful profits.</p><p>There isn&#39;t a reliable way to know when the market has reached its lows (if there were, the market wouldn&#39;t really work, right?). But there is one thing we <i>do</i> know. It will end, and we will thank ourselves for buying first-rate companies at a discount when it does.</p><p>The <b>Nasdaq Composite</b> is down more than 30% year to date, marking its most significant drawdown from its high since the Great Recession, as shown below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8938e25f83281e22b782f6a0602d2e5\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>^IXIC data by YCharts</span></p><p>While it could still fall further, this is a tremendous opportunity for investors to dollar-cost average into positions. After all, those who didn&#39;t hit the exact bottom of previous drawdowns are sitting on massive profits. Here is the same chart from above in actual dollars.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49216266002a73e18de4881ed4c0000\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>^IXIC data by YCharts</span></p><p>As this shows, timing a bottom isn&#39;t necessary; disciplined investing in the world&#39;s preeminent companies consistently is. <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> and <b>Walt Disney</b> are two beaten-down examples.</p><h2>Adobe looks unreasonably discounted</h2><p>Last year, more than 400 billion PDFs were opened, 90% of creative professionals rely on Adobe Photoshop, and 165 million folks have joined the creative economy since 2020. Fresh content is vital for businesses, advertisers, creative professionals, and others, and Adobe products make it happen.</p><p>Meanwhile, the company reported record fiscal third-quarter 2022 revenue ($4.43 billion on 13% growth), generally accepted accounting principles (GAAP) operating income of $1.5 billion, and cash from operations of $1.7 billion (up 20% year over year). This doesn&#39;t seem like a troubled business. Yet, the stock is down 41% year to date.</p><p>Much of the decline stems from Wall Street&#39;s short-sighted, pessimistic reaction to Adobe acquiring cloud-based design software company Figma. The price for Figma was steep at 50 times expected 2022 sales, but there is much more than meets the eye.</p><p>This deal is forward-looking because it allows Adobe to:</p><ul><li>Stay on the cutting edge. Tech workers love Figma, and this deal nets Adobe perhaps the best collaborative real-time editing software on the market.</li><li>Leverage Figma&#39;s 100% annual recurring revenue growth, 90% gross margins, and estimated $16.5 billion 2025 annual addressable market.</li><li>Keep Figma out of the hands of competitors.</li></ul><p>The deal that now looks expensive may be considered prescient in a few short years.</p><p>As shown below, Adobe stock trades well off its average price-to-earnings and price-to-free-cash-flow ratios.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d4d82de3550f96f2e97ab9f9e382828\" tg-width=\"720\" tg-height=\"463\" referrerpolicy=\"no-referrer\"/><span>ADBE PE Ratio data by YCharts</span></p><p>It&#39;s time for investors to consider Adobe for the long term.</p><h2>Former CEO returns to turn around Disney</h2><p>Disney shocked the market just before Thanksgiving with the return of former CEO Bob Iger. Investors hope this can spur results as the stock trades near its March 2020 pandemic crash lows and down 40% year to date.</p><p>Iger will earn just $1 million in salary, but annual stock awards are targeted at $25 million annually. This stock-based compensation keeps his goals aligned with those of long-suffering shareholders.</p><p>Disney structures itself in two segments. Media and entertainment distribution (media) sales stem from licensing, cable television channels (ABC, ESPN, Disney Channel, etc.), and streaming services like Disney+, Hulu, and ESPN+. Meanwhile, the parks, experiences, and products (experiences) division encompasses theme parks, cruises, and resorts.</p><p>The experiences segment&#39;s sales and profits have fully recovered from the pandemic, reaching new highs in fiscal 2022, as shown in the chart below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12ada3e49ff0e4334e6ba8bdc2735fd\" tg-width=\"700\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/><span>Data source: Disney. Chart by author.</span></p><p>The streaming wars are on and taking a toll on Disney&#39;s media profits. Sales rose 8% to $55 billion, but operating income fell 42% to just $4.2 billion in fiscal 2022. Disney is going toe to toe with Netflix, adding 57 million subscribers in fiscal 2022 to reach 235 million subscribers across its platforms.</p><p>With Iger back in the fold, Disney+ is looking to increase profits with its new ad-supported subscription offering. According to Statista, 45% of subscribers plan to use the lower-cost ad-supported plan, which could be a significant boon to Disney&#39;s profits. Iger has also pledged to empower the company&#39;s creators and restructure costs.</p><p>The turnaround won&#39;t happen overnight -- there is much work to do. Investors can take solace that Disney is determined to change, and the stock can be bought near its pandemic-crash lows. One thing is sure: The Disney brand is irreplaceable.</p><p>Bear markets are disheartening. No one likes to see hard-earned money slipping away. But there are terrific values available. Even though the market can&#39;t go up every year, it&#39;s still the best long-term wealth-building mechanism around.</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>Nasdaq Bear Market: 2 Stocks I'd Buy With No Hesitation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Bear Market: 2 Stocks I'd Buy With No Hesitation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/13/nasdaq-bear-market-2-stocks-id-buy-with-no-hesitat/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The question is asked often these days. \"How will we know when the bear market is over?\" Unfortunately, investors will only know this once the market reaches new highs -- and that's too late to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/13/nasdaq-bear-market-2-stocks-id-buy-with-no-hesitat/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4524":"宅经济概念","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","ADBE":"Adobe","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4528":"SaaS概念","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4023":"应用软件","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","DIS":"迪士尼","BK4567":"ESG概念","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999015978.USD":"利安颠覆性创新基金A","BK4566":"资本集团","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC"},"source_url":"https://www.fool.com/investing/2022/12/13/nasdaq-bear-market-2-stocks-id-buy-with-no-hesitat/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291479180","content_text":"The question is asked often these days. \"How will we know when the bear market is over?\" Unfortunately, investors will only know this once the market reaches new highs -- and that's too late to harvest the most fruitful profits.There isn't a reliable way to know when the market has reached its lows (if there were, the market wouldn't really work, right?). But there is one thing we do know. It will end, and we will thank ourselves for buying first-rate companies at a discount when it does.The Nasdaq Composite is down more than 30% year to date, marking its most significant drawdown from its high since the Great Recession, as shown below.^IXIC data by YChartsWhile it could still fall further, this is a tremendous opportunity for investors to dollar-cost average into positions. After all, those who didn't hit the exact bottom of previous drawdowns are sitting on massive profits. Here is the same chart from above in actual dollars.^IXIC data by YChartsAs this shows, timing a bottom isn't necessary; disciplined investing in the world's preeminent companies consistently is. Adobe and Walt Disney are two beaten-down examples.Adobe looks unreasonably discountedLast year, more than 400 billion PDFs were opened, 90% of creative professionals rely on Adobe Photoshop, and 165 million folks have joined the creative economy since 2020. Fresh content is vital for businesses, advertisers, creative professionals, and others, and Adobe products make it happen.Meanwhile, the company reported record fiscal third-quarter 2022 revenue ($4.43 billion on 13% growth), generally accepted accounting principles (GAAP) operating income of $1.5 billion, and cash from operations of $1.7 billion (up 20% year over year). This doesn't seem like a troubled business. Yet, the stock is down 41% year to date.Much of the decline stems from Wall Street's short-sighted, pessimistic reaction to Adobe acquiring cloud-based design software company Figma. The price for Figma was steep at 50 times expected 2022 sales, but there is much more than meets the eye.This deal is forward-looking because it allows Adobe to:Stay on the cutting edge. Tech workers love Figma, and this deal nets Adobe perhaps the best collaborative real-time editing software on the market.Leverage Figma's 100% annual recurring revenue growth, 90% gross margins, and estimated $16.5 billion 2025 annual addressable market.Keep Figma out of the hands of competitors.The deal that now looks expensive may be considered prescient in a few short years.As shown below, Adobe stock trades well off its average price-to-earnings and price-to-free-cash-flow ratios.ADBE PE Ratio data by YChartsIt's time for investors to consider Adobe for the long term.Former CEO returns to turn around DisneyDisney shocked the market just before Thanksgiving with the return of former CEO Bob Iger. Investors hope this can spur results as the stock trades near its March 2020 pandemic crash lows and down 40% year to date.Iger will earn just $1 million in salary, but annual stock awards are targeted at $25 million annually. This stock-based compensation keeps his goals aligned with those of long-suffering shareholders.Disney structures itself in two segments. Media and entertainment distribution (media) sales stem from licensing, cable television channels (ABC, ESPN, Disney Channel, etc.), and streaming services like Disney+, Hulu, and ESPN+. Meanwhile, the parks, experiences, and products (experiences) division encompasses theme parks, cruises, and resorts.The experiences segment's sales and profits have fully recovered from the pandemic, reaching new highs in fiscal 2022, as shown in the chart below.Data source: Disney. Chart by author.The streaming wars are on and taking a toll on Disney's media profits. Sales rose 8% to $55 billion, but operating income fell 42% to just $4.2 billion in fiscal 2022. Disney is going toe to toe with Netflix, adding 57 million subscribers in fiscal 2022 to reach 235 million subscribers across its platforms.With Iger back in the fold, Disney+ is looking to increase profits with its new ad-supported subscription offering. According to Statista, 45% of subscribers plan to use the lower-cost ad-supported plan, which could be a significant boon to Disney's profits. Iger has also pledged to empower the company's creators and restructure costs.The turnaround won't happen overnight -- there is much work to do. Investors can take solace that Disney is determined to change, and the stock can be bought near its pandemic-crash lows. One thing is sure: The Disney brand is irreplaceable.Bear markets are disheartening. No one likes to see hard-earned money slipping away. But there are terrific values available. Even though the market can't go up every year, it's still the best long-term wealth-building mechanism around.","news_type":1},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921355427,"gmtCreate":1670982485769,"gmtModify":1676538470780,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"risky&nbsp;","listText":"risky&nbsp;","text":"risky","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921355427","repostId":"2291716597","repostType":4,"repost":{"id":"2291716597","kind":"highlight","pubTimestamp":1671000843,"share":"https://ttm.financial/m/news/2291716597?lang=&edition=fundamental","pubTime":"2022-12-14 14:54","market":"us","language":"en","title":"Down 24%, Is Alibaba Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2291716597","media":"Motley Fool","summary":"China might finally be easing up on its COVID-19 restrictions. But is it enough to save Alibaba stock?","content":"<html><head></head><body><p>Down 24% year to date, Chinese tech giant <b>Alibaba Group</b> hasn&#39;t escaped the impacts of the 2022 bear market. Like many e-commerce companies, it faces global macroeconomic challenges like inflation and possible recession. But China-specific headwinds are another big problem, too.</p><p>Let&#39;s take a look at both of these factors and what they could mean for the company&#39;s outlook in the year ahead.</p><h2>What went wrong for Alibaba?</h2><p>Established in 1999, Alibaba is the undisputed leader in Chinese e-commerce, with a market share of 47%. But far from just an e-commerce company, it operates a portfolio business that includes cloud computing, traditional retail, and logistics. Alibaba&#39;s size gives it a solid economic moat against rivals through economies of scale and the &#34;network effect,&#34; which is the value a platform gains as more people use it.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aad9432b9cda82258ee8c027b3c38f6\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>The company&#39;s share price has historically reflected its business success -- rising 366% between its initial public offering at $68 per share in 2014 and its all-time high of $317 six years later. But after a strong performance in the early stages of the pandemic, a revenue slowdown and regulatory uncertainty have become big red flags for investors.</p><h2>Revenue growth is slowing dramatically</h2><p>Alibaba&#39;s third-quarter earnings highlight the severity of its challenges. Revenue increased by just 3% year over year to $29.1 billion, which is a sharp deceleration from the 29% growth rate reported in the prior-year period. According to management, this weakness is partially due to China&#39;s strict zero-COVID policy, which has been weighing on consumption. But this narrative might not be telling the whole story.</p><p>Strict COVID lockdowns have been going on in China for the past three years, and they didn&#39;t stop the company from posting double-digit growth rates during most of those periods. In fact, the lockdowns are widely believed to have boosted stay-at-home shopping in 2020 and 2021.</p><p>Instead of zero-COVID, Alibaba&#39;s more fundamental problem may be business stagnation and maturity. And while China is finally moving to ease some of the strictest aspects of its zero-COVID policy, the changes probably won&#39;t shoot Alibaba back to its previous growth rates.</p><p>The BBC reports that the company may be dealing with growing competition and a regulatory crackdown from the Chinese government. In 2021, Alibaba was fined $2.8 billion for antitrust violations by preventing merchants from selling on other platforms. The increased scrutiny could be making management more cautious about the tactics they use to expand.</p><p>Additional long-term challenges include U.S. trade restrictions on exporting cutting-edge semiconductor chips to China. Semiconductors help power data centers, artificial intelligence, and other technologies. And the export ban could hurt Alibaba&#39;s efforts to stay competitive in cloud computing. Revenue in the company&#39;s cloud services segment grew by 4% to 20,757 yuan ($2.98 billion), roughly 10% of total revenue.</p><h2>A low valuation but risky</h2><p>With a price-to-earnings multiple of 12, Alibaba trades at a significant discount to the <b>S&amp;P 500</b>&#39;s average of 20. But that doesn&#39;t necessarily make its shares a good deal. Regulatory uncertainty in China is a big challenge for long-term investors. And the company&#39;s slowing revenue growth could eventually lead to stagnant profits if the situation doesn&#39;t improve. The stock looks like a sell or a hold for now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 24%, Is Alibaba Stock a 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\">\nDown 24%, Is Alibaba Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 14:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/13/down-24-is-alibaba-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Down 24% year to date, Chinese tech giant Alibaba Group hasn't escaped the impacts of the 2022 bear market. Like many e-commerce companies, it faces global macroeconomic challenges like inflation and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/13/down-24-is-alibaba-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4502":"阿里概念","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4504":"桥水持仓","BABA":"阿里巴巴","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","09988":"阿里巴巴-W","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4558":"双十一"},"source_url":"https://www.fool.com/investing/2022/12/13/down-24-is-alibaba-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291716597","content_text":"Down 24% year to date, Chinese tech giant Alibaba Group hasn't escaped the impacts of the 2022 bear market. Like many e-commerce companies, it faces global macroeconomic challenges like inflation and possible recession. But China-specific headwinds are another big problem, too.Let's take a look at both of these factors and what they could mean for the company's outlook in the year ahead.What went wrong for Alibaba?Established in 1999, Alibaba is the undisputed leader in Chinese e-commerce, with a market share of 47%. But far from just an e-commerce company, it operates a portfolio business that includes cloud computing, traditional retail, and logistics. Alibaba's size gives it a solid economic moat against rivals through economies of scale and the \"network effect,\" which is the value a platform gains as more people use it.Image source: Getty Images.The company's share price has historically reflected its business success -- rising 366% between its initial public offering at $68 per share in 2014 and its all-time high of $317 six years later. But after a strong performance in the early stages of the pandemic, a revenue slowdown and regulatory uncertainty have become big red flags for investors.Revenue growth is slowing dramaticallyAlibaba's third-quarter earnings highlight the severity of its challenges. Revenue increased by just 3% year over year to $29.1 billion, which is a sharp deceleration from the 29% growth rate reported in the prior-year period. According to management, this weakness is partially due to China's strict zero-COVID policy, which has been weighing on consumption. But this narrative might not be telling the whole story.Strict COVID lockdowns have been going on in China for the past three years, and they didn't stop the company from posting double-digit growth rates during most of those periods. In fact, the lockdowns are widely believed to have boosted stay-at-home shopping in 2020 and 2021.Instead of zero-COVID, Alibaba's more fundamental problem may be business stagnation and maturity. And while China is finally moving to ease some of the strictest aspects of its zero-COVID policy, the changes probably won't shoot Alibaba back to its previous growth rates.The BBC reports that the company may be dealing with growing competition and a regulatory crackdown from the Chinese government. In 2021, Alibaba was fined $2.8 billion for antitrust violations by preventing merchants from selling on other platforms. The increased scrutiny could be making management more cautious about the tactics they use to expand.Additional long-term challenges include U.S. trade restrictions on exporting cutting-edge semiconductor chips to China. Semiconductors help power data centers, artificial intelligence, and other technologies. And the export ban could hurt Alibaba's efforts to stay competitive in cloud computing. Revenue in the company's cloud services segment grew by 4% to 20,757 yuan ($2.98 billion), roughly 10% of total revenue.A low valuation but riskyWith a price-to-earnings multiple of 12, Alibaba trades at a significant discount to the S&P 500's average of 20. But that doesn't necessarily make its shares a good deal. Regulatory uncertainty in China is a big challenge for long-term investors. And the company's slowing revenue growth could eventually lead to stagnant profits if the situation doesn't improve. The stock looks like a sell or a hold for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968881663,"gmtCreate":1669175370453,"gmtModify":1676538162968,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"huat huat","listText":"huat huat","text":"huat huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968881663","repostId":"9963622384","repostType":1,"repost":{"id":9963622384,"gmtCreate":1668668460748,"gmtModify":1676538094204,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Thanksgiving] Say thank you to your friends","htmlText":"Hi Tigers,Thanksgiving is just around the corner! We have prepared Tiger Coins and gifts for you to participate in our Thanksgiving event.Thanksgiving Day is an annual national holiday in the United States and Singapore that celebrates the harvest and other blessings of the previous year. In addition, people express their gratitude to those who helped them over the past year.In the past year, who gave you the biggest help? We would like to invite you to say thank you to those who have helped you in the past year.💡How to participate Like and Repost the campaign post.","listText":"Hi Tigers,Thanksgiving is just around the corner! We have prepared Tiger Coins and gifts for you to participate in our Thanksgiving event.Thanksgiving Day is an annual national holiday in the United States and Singapore that celebrates the harvest and other blessings of the previous year. In addition, people express their gratitude to those who helped them over the past year.In the past year, who gave you the biggest help? We would like to invite you to say thank you to those who have helped you in the past year.💡How to participate Like and Repost the campaign post.","text":"Hi Tigers,Thanksgiving is just around the corner! We have prepared Tiger Coins and gifts for you to participate in our Thanksgiving event.Thanksgiving Day is an annual national holiday in the United States and Singapore that celebrates the harvest and other blessings of the previous year. In addition, people express their gratitude to those who helped them over the past year.In the past year, who gave you the biggest help? We would like to invite you to say thank you to those who have helped you in the past year.💡How to participate Like and Repost the campaign post.","images":[{"img":"https://community-static.tradeup.com/news/35d6ad50d602c819c196296c6d5b4f4f","width":"1125","height":"360"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963622384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968889740,"gmtCreate":1669174950680,"gmtModify":1676538162921,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"let's join","listText":"let's join","text":"let's join","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968889740","repostId":"9963622384","repostType":1,"repost":{"id":9963622384,"gmtCreate":1668668460748,"gmtModify":1676538094204,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Thanksgiving] Say thank you to your friends","htmlText":"Hi Tigers,Thanksgiving is just around the corner! We have prepared Tiger Coins and gifts for you to participate in our Thanksgiving event.Thanksgiving Day is an annual national holiday in the United States and Singapore that celebrates the harvest and other blessings of the previous year. In addition, people express their gratitude to those who helped them over the past year.In the past year, who gave you the biggest help? We would like to invite you to say thank you to those who have helped you in the past year.💡How to participate Like and Repost the campaign post.","listText":"Hi Tigers,Thanksgiving is just around the corner! We have prepared Tiger Coins and gifts for you to participate in our Thanksgiving event.Thanksgiving Day is an annual national holiday in the United States and Singapore that celebrates the harvest and other blessings of the previous year. In addition, people express their gratitude to those who helped them over the past year.In the past year, who gave you the biggest help? We would like to invite you to say thank you to those who have helped you in the past year.💡How to participate Like and Repost the campaign post.","text":"Hi Tigers,Thanksgiving is just around the corner! We have prepared Tiger Coins and gifts for you to participate in our Thanksgiving event.Thanksgiving Day is an annual national holiday in the United States and Singapore that celebrates the harvest and other blessings of the previous year. In addition, people express their gratitude to those who helped them over the past year.In the past year, who gave you the biggest help? We would like to invite you to say thank you to those who have helped you in the past year.💡How to participate Like and Repost the campaign post.","images":[{"img":"https://community-static.tradeup.com/news/35d6ad50d602c819c196296c6d5b4f4f","width":"1125","height":"360"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963622384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968889611,"gmtCreate":1669174845833,"gmtModify":1676538162906,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"thank you Tiger for having this platform to allow us to have ease of buy &amp; sell shares. Easy to useand trustworthy 👍🏼","listText":"thank you Tiger for having this platform to allow us to have ease of buy &amp; sell shares. Easy to useand trustworthy 👍🏼","text":"thank you Tiger for having this platform to allow us to have ease of buy & sell shares. Easy to useand trustworthy 👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968889611","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993753720,"gmtCreate":1660739417463,"gmtModify":1676536389438,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"this is going to be so exciting","listText":"this is going to be so exciting","text":"this is going to be so exciting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993753720","repostId":"1181140972","repostType":2,"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993126213,"gmtCreate":1660650778135,"gmtModify":1676536371955,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>waiting for the good time","listText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>waiting for the good time","text":"$Unity Software Inc.(U)$waiting for the good time","images":[{"img":"https://community-static.tradeup.com/news/31b4351416307d7c58ba88d4af87a0f9","width":"1242","height":"3176"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993126213","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999667710,"gmtCreate":1660526169832,"gmtModify":1676533485973,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>steady&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>steady&nbsp;","text":"$Apple(AAPL)$steady","images":[{"img":"https://community-static.tradeup.com/news/de3dd5dc540afc05bdf43f1edd5478c2","width":"1242","height":"3176"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999667710","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9990301828,"gmtCreate":1660280202466,"gmtModify":1676533443674,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"thank you for the insights&nbsp;","listText":"thank you for the insights&nbsp;","text":"thank you for the insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990301828","repostId":"1105994220","repostType":4,"repost":{"id":"1105994220","kind":"news","pubTimestamp":1660271502,"share":"https://ttm.financial/m/news/1105994220?lang=&edition=fundamental","pubTime":"2022-08-12 10:31","market":"us","language":"en","title":"Palantir: The Good, The Bad And The Ugly","url":"https://stock-news.laohu8.com/highlight/detail?id=1105994220","media":"seekingalpha","summary":"SummaryPalantir is a leader in advanced software for organizations and military applications.The com","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir is a leader in advanced software for organizations and military applications.</li><li>The company missed EPS estimates for Q2, which sent the stock spiraling down.</li><li>Commercial Revenue generated strong growth, up 120% year over year.</li><li>Palantir has a fortress balance sheet with $2.4 billion in cash and cash equivalents with no debt.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3945f4b15bd9c432ba37b20f7fa6ef9\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Andreas Rentz</span></p><p>Originally backed by the CIA, Palantir (NYSE:PLTR) is a global software company that has created a suite of gold standard products for large organizations, governments and military customers. The company is poised to ride the growth in the &#34;BigData&#34; industry which is forecasted to be worth $273 billion by 2026. In addition, the recent Ukraine-Russia conflict has heightened geopolitical tensions and made the company&#39;s software even more appealing.</p><p>In my previous post on Palantir stock, I highlighted the stock as having a &#34;Fair value of $10 per share&#34; and stated at the time when the stock was trading at $7/share it was 32% undervalued. Since that post the stock price popped by ~42%, so congratulations to those who invested. However, the company has recently announced muted financials for the second quarter of 2022 and highlighted slowing revenue growth. Thus in this post I&#39;m going to breakdown the latest financials and revisit my valuation with the lower growth rates taken into account, let&#39;s dive in.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be20bcd04086540035b52475cede4661\" tg-width=\"1280\" tg-height=\"802\" width=\"100%\" height=\"auto\"/><span>PLTR data by YCharts</span></p><p><b>Gold Standard Software</b></p><p>There is a lot of mystery around what exactly Palantir does and I personally believe many investors do not fully understand the business, as very few people have explained it simply. Therefore here is a quick overview of its main products;</p><p><b>Foundry</b></p><p>This is dubbed &#34;The Operating System for the Modern Enterprise &#39;&#39;. Enterprises (large Organizations) tend to have siloed data across multiple business units and require a system that can bring this data together in a safe, secure and intelligent way. Data is only as powerful as the ability to use it, but when siloed it cannot be used effectively for overall business intelligence. Foundry can also use this data to create &#34;Digital Twins&#34; of manufacturing and logistics setups, which is a great way to plan changes and capture data in real time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8eee9f6d33c2b22ac2626af77b9e16\" tg-width=\"640\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Palantir Foundry (Palantir)</span></p><p><b>Gotham</b></p><p>Gotham has been dubbed &#34;The Operating System for Global Decision Making&#34;. This platform enables complex situations with multiple reacting entities to be simulated with real time data feeds to enable faster decisions. A key example, is with the US Army and tracking Battleships around the coast. The Army generals can see the action in real time and setup automated scouting drones to fly to areas for surveillance, should there be any unusual activity in a region.</p><p>Given the Russia-Ukraine War and increased political uncertainty, the need for militaries from around the world to have software like this is becoming even more vital. Their tagline is &#34;Thousands of Users, Millions of Sensors, A Single Pane of Glass&#34;, basically this means a single dashboard to monitor real time operations.</p><p><b>Apollo</b></p><p>The Apollo platform is used for managing production software across major organizations across multiple industries from Airbus to Hyundai and even Rio Tinto, one of the largest mining companies in the world. The sheer range of industries automatically expands the total addressable market for Palantir&#39;s software and thus makes the future growth runway huge.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59da6851f565be219d049cbce43ad71f\" tg-width=\"640\" tg-height=\"351\" width=\"100%\" height=\"auto\"/><span>Palantir Products (Q2 Earnings Report)</span></p><p><b>MetaConstellation</b></p><p>The MetaConstellation product enables the power of Satellite constellations to be harnessed on earth. This even enables Artificial Intelligence models to be leveraged in Orbit, which truly is the next frontier of business intelligence. Space is the next battleground for businesses from Elon Musk&#39;s Starlink to SpaceX and even Bezos Blue Origin. Palantir has recently scored a partnership with Satellogic a leader in Satellite Sub-Meter resolution imaging. &#34;Sub-Meter&#34; effectively means each pixel from a Satellite photograph is less than a meter in width and thus enables the monitoring and tracking of activities on earth. Applications include crop monitoring, disaster relief, military surveillance and even National Security. For all you traders, Satellite imagery has even been used to track oil reserves in containers and thus it can be used to calculate the supply/demand balance and then oil prices. Google also has a Satellite play called &#34;SkyBox&#34;, which it acquired for $500 million a few years back. Google&#39;s platform seems to be focused on improving it&#39;s mapping than for national security applications, like with the Palantir product.</p><p><b>High Retention Rate - Competitive Advantage</b></p><p>Palantir had a net dollar retention rate of 119% as of the second quarter. This means customers are staying with the company and spending more through upsells. In the second quarter conference call, Palantir Founder and CEO Alex Karp spoke in detail about the &#34;stickiness&#34; of Palantir&#39;s products with customers. He states that;</p><blockquote>&#34;In the end, all software products actually have to be measured by is this replaceable, how easy could it be replaced, is the underlying platform durable or fleeting, and could a third party highly technical with massive distribution disrupt these products?</blockquote><blockquote>It would take many, many years of the world&#39;s best engineers to build them -- and you would be building them as we&#39;ve improved them and as we capture the market.&#34; - Palantir CEO Alex Karp</blockquote><p><b>Slowing Second Quarter</b></p><p>Palantir released mixed financial results for the second quarter of 2022. Revenue increased by 26% year over year to $473 million. Now although growth rates were slower than prior quarters such as 30% YoY in Q1, they actually beat analyst estimates by $1.29 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53639040a30e10857c4d577d3acb4b58\" tg-width=\"640\" tg-height=\"280\" width=\"100%\" height=\"auto\"/><span>US Revenue (Q2 earnings report)</span></p><p>US only revenue popped by 45% year over year to $290 million and commercial revenue also grew a rapid 46% year over year. US commercial revenue was the shining light, as this increased by a blistering 120% year over year. With US Commercial customer count increasing by 250% year over year. This is a big deal as the company had just 34 US commercial customers in Q2 2021 and grew this to 119 customers by Q2 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40e7b1b024186667b53b85e60ca74bde\" tg-width=\"640\" tg-height=\"418\" width=\"100%\" height=\"auto\"/><span>US Commercial Customers (Q2 Report)</span></p><p>Palantir&#39;s Healthcare segment also showed rapid growth of 267% year over year, from $42 million to $153 million in revenue. The company has previous scored partnerships with the National Health Service (NHS) in the UK.</p><p>As a software company, Palantir has an extremely high adjusted gross margin of 81%, which has stayed fairly constant (only dipping by 1% percentage point year over year).</p><p>However, the company did produce a heavy loss of $42 million in Q2,22. Earnings Per Share (EPS) was -$0.01, which missed estimates by $0.04. This may seem terrible, but the company states it was driven primarily by losses in Marketable securities. This is a common trend I have seen across earnings reports for companies, as the rising interest rate environment is squeezing the multiples of growth stocks. The good news is Adjusted free cash flow was $61 million, which represents a 13% margin and the seventh consecutive quarter of positive free cash flow.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5ece7c19769fe1edd7bfd16b12e3cdf\" tg-width=\"640\" tg-height=\"286\" width=\"100%\" height=\"auto\"/><span>Free Cash Flow (Palantir Q2)</span></p><p>The company also has a fortress balance sheet with $2.4 billion in cash and cash equivalents and no debt. In July the company expanded its revolving credit facility by adding $450 million in term loan facility and the option for an additional $950 million if required.</p><p><b>Revised Guidance</b></p><p>Management has revised its guidance down to $1.9 billion for FY22, this would represent just a 23% growth rate year over year. This is a far cry from the 41% growth rate achieved in the year FY21. CEO Alex Karp stated, this lower guidance was due to the &#34;uncertainty toward the end of the year&#34; and goes onto say;</p><blockquote>&#34;As organizations around the world face more pressure and experience more pain, there will be a slowdown in the rate of spending and lengthening of sales cycles, but it will also reveal gaps in enterprises operations, gaps our software can solve. In the short term, this means less revenue now. But on longer time horizons, it accelerates our business&#34; - Palantir CEO Alex Karp</blockquote><p>However, Karp remains &#34;very optimistic that the next three years will look a lot like the last three years&#34;.</p><p><b>Advanced Valuation</b></p><p>In order to value Palantir I have plugged the latest financials into my valuation model, which uses the discounted cash flow method of valuation. I have revised down my prior Revenue estimates of 30% to a 23% growth rate for next year and 28% over the next two to five years. As I believe high inflation won&#39;t last forever and the macroeconomic situation will improve. In addition, I suspect management may be &#34;sandbagging&#34; slightly to lower expectations and then surpass them.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8d04beb678f88f509d0a855cb26660f\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>Palantir Stock Valuation 1 (created by author Ben at Motivation 2 invest)</span></p><p>I have also forecasted its operating margin to increase to 28% over the next 6 years, as the company benefits from high operating leverage from its software platform. In addition, to the high customer retention and upsells mentioned previously.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/411a99d5ee1786e88e1f18c60a8a4399\" tg-width=\"640\" tg-height=\"673\" width=\"100%\" height=\"auto\"/><span>Palantir Stock Valuation 2 (created by author Ben at Motivation 2 Invest)</span></p><p>Given these factors I get a fair value of $9.43 per share, the stock is trading at ~$9.62 and thus is fairly valued at the time of writing.</p><p>As an extra data point Palantir has seen its Price to Sales Ratio compress substantially from over 30 in 2021, to approximately 10 at the time of writing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8c31ecac9f324df08a74f01ce45c826\" tg-width=\"1280\" tg-height=\"802\" width=\"100%\" height=\"auto\"/><span>PLTR PS Ratio (Forward) data by YCharts</span></p><p><b>Risks</b></p><p><b>Macroeconomic uncertainty</b></p><p>The high inflation and rising interest rate environment has caused many analysts to forecast a &#34;Recession&#34;. We have already seen multiple companies start to cut costs and although I believe a lot of this is fear driven, it can lengthen the sales cycle for Business to Business product adoption.</p><p><b>Stock Based Compensation</b></p><p>Palantir states a lot of their earnings are &#34;Adjusted&#34;. In fact the word &#34;Adjusted&#34; is used a staggering 35 times in their recent press release. This Adjustment excludes &#34;Stock Based Compensation&#34; which was a staggering $146 million in Q2,22 or a whopping 30% of its $473 million in revenue. Now although this is having improved since the $233 million in Q2, 2021, it is a substantial expense which is overlooked. On a positive note, recruiting high quality talent is extremely challenging these days and thus companies must offer lucrative stock compensation packages to attract the best. As long as the amount of stock based compensation relative to total revenue declines over time, then this can be an effective strategy and thus it&#39;s an indicator to watch.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9d43f9f6458b1a630d0427473b23dca\" tg-width=\"640\" tg-height=\"297\" width=\"100%\" height=\"auto\"/><span>Palantir Stock based Compensation (created by author Ben at Motivation 2 Invest)</span></p><p><b>Final Thoughts</b></p><p>Palantir is a best in class leader in software for enterprises and national security applications. The founder led company is growing its commercial revenue strong and has a large TAM to attack. However, the slowing growth, &#34;fair&#34; valuation and monstrous stock compensation makes this stock speculative in the short term, therefore I have labeled the stock as a &#34;Hold&#34;.</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>Palantir: The Good, The Bad And The Ugly</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: The Good, The Bad And The Ugly\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532988-palantir-good-bad-ugly><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is a leader in advanced software for organizations and military applications.The company missed EPS estimates for Q2, which sent the stock spiraling down.Commercial Revenue generated ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532988-palantir-good-bad-ugly\">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/4532988-palantir-good-bad-ugly","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105994220","content_text":"SummaryPalantir is a leader in advanced software for organizations and military applications.The company missed EPS estimates for Q2, which sent the stock spiraling down.Commercial Revenue generated strong growth, up 120% year over year.Palantir has a fortress balance sheet with $2.4 billion in cash and cash equivalents with no debt.Andreas RentzOriginally backed by the CIA, Palantir (NYSE:PLTR) is a global software company that has created a suite of gold standard products for large organizations, governments and military customers. The company is poised to ride the growth in the \"BigData\" industry which is forecasted to be worth $273 billion by 2026. In addition, the recent Ukraine-Russia conflict has heightened geopolitical tensions and made the company's software even more appealing.In my previous post on Palantir stock, I highlighted the stock as having a \"Fair value of $10 per share\" and stated at the time when the stock was trading at $7/share it was 32% undervalued. Since that post the stock price popped by ~42%, so congratulations to those who invested. However, the company has recently announced muted financials for the second quarter of 2022 and highlighted slowing revenue growth. Thus in this post I'm going to breakdown the latest financials and revisit my valuation with the lower growth rates taken into account, let's dive in.PLTR data by YChartsGold Standard SoftwareThere is a lot of mystery around what exactly Palantir does and I personally believe many investors do not fully understand the business, as very few people have explained it simply. Therefore here is a quick overview of its main products;FoundryThis is dubbed \"The Operating System for the Modern Enterprise ''. Enterprises (large Organizations) tend to have siloed data across multiple business units and require a system that can bring this data together in a safe, secure and intelligent way. Data is only as powerful as the ability to use it, but when siloed it cannot be used effectively for overall business intelligence. Foundry can also use this data to create \"Digital Twins\" of manufacturing and logistics setups, which is a great way to plan changes and capture data in real time.Palantir Foundry (Palantir)GothamGotham has been dubbed \"The Operating System for Global Decision Making\". This platform enables complex situations with multiple reacting entities to be simulated with real time data feeds to enable faster decisions. A key example, is with the US Army and tracking Battleships around the coast. The Army generals can see the action in real time and setup automated scouting drones to fly to areas for surveillance, should there be any unusual activity in a region.Given the Russia-Ukraine War and increased political uncertainty, the need for militaries from around the world to have software like this is becoming even more vital. Their tagline is \"Thousands of Users, Millions of Sensors, A Single Pane of Glass\", basically this means a single dashboard to monitor real time operations.ApolloThe Apollo platform is used for managing production software across major organizations across multiple industries from Airbus to Hyundai and even Rio Tinto, one of the largest mining companies in the world. The sheer range of industries automatically expands the total addressable market for Palantir's software and thus makes the future growth runway huge.Palantir Products (Q2 Earnings Report)MetaConstellationThe MetaConstellation product enables the power of Satellite constellations to be harnessed on earth. This even enables Artificial Intelligence models to be leveraged in Orbit, which truly is the next frontier of business intelligence. Space is the next battleground for businesses from Elon Musk's Starlink to SpaceX and even Bezos Blue Origin. Palantir has recently scored a partnership with Satellogic a leader in Satellite Sub-Meter resolution imaging. \"Sub-Meter\" effectively means each pixel from a Satellite photograph is less than a meter in width and thus enables the monitoring and tracking of activities on earth. Applications include crop monitoring, disaster relief, military surveillance and even National Security. For all you traders, Satellite imagery has even been used to track oil reserves in containers and thus it can be used to calculate the supply/demand balance and then oil prices. Google also has a Satellite play called \"SkyBox\", which it acquired for $500 million a few years back. Google's platform seems to be focused on improving it's mapping than for national security applications, like with the Palantir product.High Retention Rate - Competitive AdvantagePalantir had a net dollar retention rate of 119% as of the second quarter. This means customers are staying with the company and spending more through upsells. In the second quarter conference call, Palantir Founder and CEO Alex Karp spoke in detail about the \"stickiness\" of Palantir's products with customers. He states that;\"In the end, all software products actually have to be measured by is this replaceable, how easy could it be replaced, is the underlying platform durable or fleeting, and could a third party highly technical with massive distribution disrupt these products?It would take many, many years of the world's best engineers to build them -- and you would be building them as we've improved them and as we capture the market.\" - Palantir CEO Alex KarpSlowing Second QuarterPalantir released mixed financial results for the second quarter of 2022. Revenue increased by 26% year over year to $473 million. Now although growth rates were slower than prior quarters such as 30% YoY in Q1, they actually beat analyst estimates by $1.29 million.US Revenue (Q2 earnings report)US only revenue popped by 45% year over year to $290 million and commercial revenue also grew a rapid 46% year over year. US commercial revenue was the shining light, as this increased by a blistering 120% year over year. With US Commercial customer count increasing by 250% year over year. This is a big deal as the company had just 34 US commercial customers in Q2 2021 and grew this to 119 customers by Q2 2022.US Commercial Customers (Q2 Report)Palantir's Healthcare segment also showed rapid growth of 267% year over year, from $42 million to $153 million in revenue. The company has previous scored partnerships with the National Health Service (NHS) in the UK.As a software company, Palantir has an extremely high adjusted gross margin of 81%, which has stayed fairly constant (only dipping by 1% percentage point year over year).However, the company did produce a heavy loss of $42 million in Q2,22. Earnings Per Share (EPS) was -$0.01, which missed estimates by $0.04. This may seem terrible, but the company states it was driven primarily by losses in Marketable securities. This is a common trend I have seen across earnings reports for companies, as the rising interest rate environment is squeezing the multiples of growth stocks. The good news is Adjusted free cash flow was $61 million, which represents a 13% margin and the seventh consecutive quarter of positive free cash flow.Free Cash Flow (Palantir Q2)The company also has a fortress balance sheet with $2.4 billion in cash and cash equivalents and no debt. In July the company expanded its revolving credit facility by adding $450 million in term loan facility and the option for an additional $950 million if required.Revised GuidanceManagement has revised its guidance down to $1.9 billion for FY22, this would represent just a 23% growth rate year over year. This is a far cry from the 41% growth rate achieved in the year FY21. CEO Alex Karp stated, this lower guidance was due to the \"uncertainty toward the end of the year\" and goes onto say;\"As organizations around the world face more pressure and experience more pain, there will be a slowdown in the rate of spending and lengthening of sales cycles, but it will also reveal gaps in enterprises operations, gaps our software can solve. In the short term, this means less revenue now. But on longer time horizons, it accelerates our business\" - Palantir CEO Alex KarpHowever, Karp remains \"very optimistic that the next three years will look a lot like the last three years\".Advanced ValuationIn order to value Palantir I have plugged the latest financials into my valuation model, which uses the discounted cash flow method of valuation. I have revised down my prior Revenue estimates of 30% to a 23% growth rate for next year and 28% over the next two to five years. As I believe high inflation won't last forever and the macroeconomic situation will improve. In addition, I suspect management may be \"sandbagging\" slightly to lower expectations and then surpass them.Palantir Stock Valuation 1 (created by author Ben at Motivation 2 invest)I have also forecasted its operating margin to increase to 28% over the next 6 years, as the company benefits from high operating leverage from its software platform. In addition, to the high customer retention and upsells mentioned previously.Palantir Stock Valuation 2 (created by author Ben at Motivation 2 Invest)Given these factors I get a fair value of $9.43 per share, the stock is trading at ~$9.62 and thus is fairly valued at the time of writing.As an extra data point Palantir has seen its Price to Sales Ratio compress substantially from over 30 in 2021, to approximately 10 at the time of writing.PLTR PS Ratio (Forward) data by YChartsRisksMacroeconomic uncertaintyThe high inflation and rising interest rate environment has caused many analysts to forecast a \"Recession\". We have already seen multiple companies start to cut costs and although I believe a lot of this is fear driven, it can lengthen the sales cycle for Business to Business product adoption.Stock Based CompensationPalantir states a lot of their earnings are \"Adjusted\". In fact the word \"Adjusted\" is used a staggering 35 times in their recent press release. This Adjustment excludes \"Stock Based Compensation\" which was a staggering $146 million in Q2,22 or a whopping 30% of its $473 million in revenue. Now although this is having improved since the $233 million in Q2, 2021, it is a substantial expense which is overlooked. On a positive note, recruiting high quality talent is extremely challenging these days and thus companies must offer lucrative stock compensation packages to attract the best. As long as the amount of stock based compensation relative to total revenue declines over time, then this can be an effective strategy and thus it's an indicator to watch.Palantir Stock based Compensation (created by author Ben at Motivation 2 Invest)Final ThoughtsPalantir is a best in class leader in software for enterprises and national security applications. The founder led company is growing its commercial revenue strong and has a large TAM to attack. 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well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906920285","repostId":"1134925135","repostType":4,"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900206816,"gmtCreate":1658711370235,"gmtModify":1676536195432,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>huat huat&nbsp;","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>huat huat&nbsp;","text":"$CapitaLandInves(9CI.SI)$huat huat","images":[{"img":"https://community-static.tradeup.com/news/5d3314578d960ef29b9b2b136f1e3260","width":"1242","height":"3057"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900206816","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9077602440,"gmtCreate":1658500477380,"gmtModify":1676536168549,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>u can do better i think","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>u can do better i think","text":"$SoFi Technologies Inc.(SOFI)$u can do better i think","images":[{"img":"https://community-static.tradeup.com/news/75b437924ea5a6536f3abd57b4385146","width":"1242","height":"3840"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077602440","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9906414108,"gmtCreate":1659577744706,"gmtModify":1705981820711,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"hooray 😃&nbsp;","listText":"hooray 😃&nbsp;","text":"hooray 😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906414108","repostId":"2256974519","repostType":4,"repost":{"id":"2256974519","kind":"highlight","pubTimestamp":1659577111,"share":"https://ttm.financial/m/news/2256974519?lang=&edition=fundamental","pubTime":"2022-08-04 09:38","market":"us","language":"en","title":"Why Did SoFi Stock Soar 28% on Wednesday? Robust Q2 Results, Better Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2256974519","media":"seekingalpha","summary":"SoFi Technologies (NASDAQ:SOFI) surged 28% on Wednesday after the fintech delivered better-than-expe","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/d196c335d8aeaf7ef4ff67a49878348b\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/>SoFi Technologies (NASDAQ:SOFI) surged 28% on Wednesday after the fintech delivered better-than-expected Q2 revenue and adjusted EBITDA and lifted its full-year guidance against a backdrop where investors were willing to take on some risk.</p><p>Nasdaq, a broader market gauge, climbed 2.6%.</p><p>During the company&#39;s earnings call, management pointed to robust deposit growth and noted that its student loan segment could perform even better than guidance if the federal moratorium on government student loan repayments is lifted before the end of the year.</p><p><a href=\"https://laohu8.com/S/MSSXL\">Morgan Stanley</a> analyst Jeffrey Adelson said the company&#39;s bank charter executed more quickly than expected. That drove net interest income 10% ahead of <a href=\"https://laohu8.com/S/MSSXV\">Morgan Stanley</a>&#39;s estimate and 4% over the Street&#39;s.</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>Why Did SoFi Stock Soar 28% on Wednesday? Robust Q2 Results, Better Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Did SoFi Stock Soar 28% on Wednesday? Robust Q2 Results, Better Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3866306-why-did-sofi-stock-soar-today-robust-q2-results-better-guidance><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SoFi Technologies (NASDAQ:SOFI) surged 28% on Wednesday after the fintech delivered better-than-expected Q2 revenue and adjusted EBITDA and lifted its full-year guidance against a backdrop where ...</p>\n\n<a href=\"https://seekingalpha.com/news/3866306-why-did-sofi-stock-soar-today-robust-q2-results-better-guidance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://seekingalpha.com/news/3866306-why-did-sofi-stock-soar-today-robust-q2-results-better-guidance","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2256974519","content_text":"SoFi Technologies (NASDAQ:SOFI) surged 28% on Wednesday after the fintech delivered better-than-expected Q2 revenue and adjusted EBITDA and lifted its full-year guidance against a backdrop where investors were willing to take on some risk.Nasdaq, a broader market gauge, climbed 2.6%.During the company's earnings call, management pointed to robust deposit growth and noted that its student loan segment could perform even better than guidance if the federal moratorium on government student loan repayments is lifted before the end of the year.Morgan Stanley analyst Jeffrey Adelson said the company's bank charter executed more quickly than expected. That drove net interest income 10% ahead of Morgan Stanley's estimate and 4% over the Street's.","news_type":1},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921354767,"gmtCreate":1670982617860,"gmtModify":1676538470821,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"today will be a better day&nbsp;","listText":"today will be a better day&nbsp;","text":"today will be a better day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921354767","repostId":"2291749530","repostType":4,"repost":{"id":"2291749530","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":1670972284,"share":"https://ttm.financial/m/news/2291749530?lang=&edition=fundamental","pubTime":"2022-12-14 06:58","market":"us","language":"en","title":"Wall St Rises After CPI Data but Fed Concerns Persist","url":"https://stock-news.laohu8.com/highlight/detail?id=2291749530","media":"Reuters","summary":"* Consumer prices rise moderately in November* Growth, real estate stocks climb as yields fall* Mode","content":"<html><head></head><body><p>* Consumer prices rise moderately in November</p><p>* Growth, real estate stocks climb as yields fall</p><p>* Moderna surges on upbeat trial data</p><p>* Dow up 0.3%, S&amp;P 500 up 0.73%, Nasdaq up 1.01%</p><p><img src=\"https://static.tigerbbs.com/f892c698f58a35f4311d9fef665fe65b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.</p><p>The benchmark S&amp;P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.</p><p>Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&amp;P 500 growth index, up 1.18%, and the S&amp;P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.</p><p>Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.</p><p>Morgan Stanley&#39;s chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank&#39;s February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.</p><p>Still, equities pared gains ahead of the Fed&#39;s policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.</p><p>&#34;There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,&#34; said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.</p><p>&#34;That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.&#34;</p><p>The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&amp;P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.</p><p>Energy, up 1.77%, was among the best performing S&amp;P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.</p><p>The consumer inflation numbers follow November&#39;s producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.</p><p>Still, some questioned whether the trend in prices could continue.</p><p>&#34;Today&#39;s CPI print is incrementally good, but it needs to be sustained,&#34; said Venu Krishna, head of U.S. equity strategy at Barclays in New York.</p><p>&#34;There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.&#34;</p><p>Moderna Inc surged 19.63% after the biotechnology firm&#39;s experimental vaccine in combination with Merck &amp; Co Inc&#39;s blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.</p><p>Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform&#39;s stock to &#34;overweight&#34; from &#34;neutral.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Rises After CPI Data but Fed Concerns Persist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Rises After CPI Data but Fed Concerns Persist\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\">2022-12-14 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Consumer prices rise moderately in November</p><p>* Growth, real estate stocks climb as yields fall</p><p>* Moderna surges on upbeat trial data</p><p>* Dow up 0.3%, S&amp;P 500 up 0.73%, Nasdaq up 1.01%</p><p><img src=\"https://static.tigerbbs.com/f892c698f58a35f4311d9fef665fe65b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.</p><p>The benchmark S&amp;P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.</p><p>Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&amp;P 500 growth index, up 1.18%, and the S&amp;P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.</p><p>Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.</p><p>Morgan Stanley&#39;s chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank&#39;s February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.</p><p>Still, equities pared gains ahead of the Fed&#39;s policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.</p><p>&#34;There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,&#34; said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.</p><p>&#34;That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.&#34;</p><p>The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&amp;P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.</p><p>Energy, up 1.77%, was among the best performing S&amp;P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.</p><p>The consumer inflation numbers follow November&#39;s producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.</p><p>Still, some questioned whether the trend in prices could continue.</p><p>&#34;Today&#39;s CPI print is incrementally good, but it needs to be sustained,&#34; said Venu Krishna, head of U.S. equity strategy at Barclays in New York.</p><p>&#34;There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.&#34;</p><p>Moderna Inc surged 19.63% after the biotechnology firm&#39;s experimental vaccine in combination with Merck &amp; Co Inc&#39;s blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.</p><p>Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform&#39;s stock to &#34;overweight&#34; from &#34;neutral.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","BK4516":"特朗普概念","MRNA":"Moderna, Inc.","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4139":"生物科技","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4007":"制药","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4196":"保健护理服务","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","BK4082":"医疗保健设备","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0122379950.USD":"贝莱德世界健康科学A2","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H",".DJI":"道琼斯","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC",".IXIC":"NASDAQ Composite","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD",".SPX":"S&P 500 Index","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","COMP":"Compass, Inc.","BK4127":"投资银行业与经纪业","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291749530","content_text":"* Consumer prices rise moderately in November* Growth, real estate stocks climb as yields fall* Moderna surges on upbeat trial data* Dow up 0.3%, S&P 500 up 0.73%, Nasdaq up 1.01%NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.The benchmark S&P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&P 500 growth index, up 1.18%, and the S&P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.Morgan Stanley's chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank's February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.Still, equities pared gains ahead of the Fed's policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.\"There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,\" said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.\"That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.\"The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.Energy, up 1.77%, was among the best performing S&P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.The consumer inflation numbers follow November's producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.Still, some questioned whether the trend in prices could continue.\"Today's CPI print is incrementally good, but it needs to be sustained,\" said Venu Krishna, head of U.S. equity strategy at Barclays in New York.\"There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.\"Moderna Inc surged 19.63% after the biotechnology firm's experimental vaccine in combination with Merck & Co Inc's blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform's stock to \"overweight\" from \"neutral.\"Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.The S&P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031735764,"gmtCreate":1646665250202,"gmtModify":1676534148346,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>why the fall ? what happen ?","listText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>why the fall ? what happen ?","text":"$Unity Software Inc.(U)$why the fall ? what happen ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031735764","isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921354312,"gmtCreate":1670982504936,"gmtModify":1676538470796,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"good buy","listText":"good buy","text":"good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921354312","repostId":"2291479180","repostType":4,"repost":{"id":"2291479180","kind":"highlight","pubTimestamp":1671003913,"share":"https://ttm.financial/m/news/2291479180?lang=&edition=fundamental","pubTime":"2022-12-14 15:45","market":"us","language":"en","title":"Nasdaq Bear Market: 2 Stocks I'd Buy With No Hesitation","url":"https://stock-news.laohu8.com/highlight/detail?id=2291479180","media":"Motley Fool","summary":"After shocking 2022 declines, these stocks could move markets in 2023.","content":"<html><head></head><body><p>The question is asked often these days. &#34;How will we know when the bear market is over?&#34; Unfortunately, investors will only know this once the market reaches new highs -- and that&#39;s too late to harvest the most fruitful profits.</p><p>There isn&#39;t a reliable way to know when the market has reached its lows (if there were, the market wouldn&#39;t really work, right?). But there is one thing we <i>do</i> know. It will end, and we will thank ourselves for buying first-rate companies at a discount when it does.</p><p>The <b>Nasdaq Composite</b> is down more than 30% year to date, marking its most significant drawdown from its high since the Great Recession, as shown below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8938e25f83281e22b782f6a0602d2e5\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>^IXIC data by YCharts</span></p><p>While it could still fall further, this is a tremendous opportunity for investors to dollar-cost average into positions. After all, those who didn&#39;t hit the exact bottom of previous drawdowns are sitting on massive profits. Here is the same chart from above in actual dollars.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49216266002a73e18de4881ed4c0000\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>^IXIC data by YCharts</span></p><p>As this shows, timing a bottom isn&#39;t necessary; disciplined investing in the world&#39;s preeminent companies consistently is. <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> and <b>Walt Disney</b> are two beaten-down examples.</p><h2>Adobe looks unreasonably discounted</h2><p>Last year, more than 400 billion PDFs were opened, 90% of creative professionals rely on Adobe Photoshop, and 165 million folks have joined the creative economy since 2020. Fresh content is vital for businesses, advertisers, creative professionals, and others, and Adobe products make it happen.</p><p>Meanwhile, the company reported record fiscal third-quarter 2022 revenue ($4.43 billion on 13% growth), generally accepted accounting principles (GAAP) operating income of $1.5 billion, and cash from operations of $1.7 billion (up 20% year over year). This doesn&#39;t seem like a troubled business. Yet, the stock is down 41% year to date.</p><p>Much of the decline stems from Wall Street&#39;s short-sighted, pessimistic reaction to Adobe acquiring cloud-based design software company Figma. The price for Figma was steep at 50 times expected 2022 sales, but there is much more than meets the eye.</p><p>This deal is forward-looking because it allows Adobe to:</p><ul><li>Stay on the cutting edge. Tech workers love Figma, and this deal nets Adobe perhaps the best collaborative real-time editing software on the market.</li><li>Leverage Figma&#39;s 100% annual recurring revenue growth, 90% gross margins, and estimated $16.5 billion 2025 annual addressable market.</li><li>Keep Figma out of the hands of competitors.</li></ul><p>The deal that now looks expensive may be considered prescient in a few short years.</p><p>As shown below, Adobe stock trades well off its average price-to-earnings and price-to-free-cash-flow ratios.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d4d82de3550f96f2e97ab9f9e382828\" tg-width=\"720\" tg-height=\"463\" referrerpolicy=\"no-referrer\"/><span>ADBE PE Ratio data by YCharts</span></p><p>It&#39;s time for investors to consider Adobe for the long term.</p><h2>Former CEO returns to turn around Disney</h2><p>Disney shocked the market just before Thanksgiving with the return of former CEO Bob Iger. Investors hope this can spur results as the stock trades near its March 2020 pandemic crash lows and down 40% year to date.</p><p>Iger will earn just $1 million in salary, but annual stock awards are targeted at $25 million annually. This stock-based compensation keeps his goals aligned with those of long-suffering shareholders.</p><p>Disney structures itself in two segments. Media and entertainment distribution (media) sales stem from licensing, cable television channels (ABC, ESPN, Disney Channel, etc.), and streaming services like Disney+, Hulu, and ESPN+. Meanwhile, the parks, experiences, and products (experiences) division encompasses theme parks, cruises, and resorts.</p><p>The experiences segment&#39;s sales and profits have fully recovered from the pandemic, reaching new highs in fiscal 2022, as shown in the chart below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12ada3e49ff0e4334e6ba8bdc2735fd\" tg-width=\"700\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/><span>Data source: Disney. Chart by author.</span></p><p>The streaming wars are on and taking a toll on Disney&#39;s media profits. Sales rose 8% to $55 billion, but operating income fell 42% to just $4.2 billion in fiscal 2022. Disney is going toe to toe with Netflix, adding 57 million subscribers in fiscal 2022 to reach 235 million subscribers across its platforms.</p><p>With Iger back in the fold, Disney+ is looking to increase profits with its new ad-supported subscription offering. According to Statista, 45% of subscribers plan to use the lower-cost ad-supported plan, which could be a significant boon to Disney&#39;s profits. Iger has also pledged to empower the company&#39;s creators and restructure costs.</p><p>The turnaround won&#39;t happen overnight -- there is much work to do. Investors can take solace that Disney is determined to change, and the stock can be bought near its pandemic-crash lows. One thing is sure: The Disney brand is irreplaceable.</p><p>Bear markets are disheartening. No one likes to see hard-earned money slipping away. But there are terrific values available. Even though the market can&#39;t go up every year, it&#39;s still the best long-term wealth-building mechanism around.</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>Nasdaq Bear Market: 2 Stocks I'd Buy With No Hesitation</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\">\nNasdaq Bear Market: 2 Stocks I'd Buy With No Hesitation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/13/nasdaq-bear-market-2-stocks-id-buy-with-no-hesitat/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The question is asked often these days. \"How will we know when the bear market is over?\" Unfortunately, investors will only know this once the market reaches new highs -- and that's too late to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/13/nasdaq-bear-market-2-stocks-id-buy-with-no-hesitat/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4524":"宅经济概念","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","ADBE":"Adobe","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4528":"SaaS概念","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4023":"应用软件","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","DIS":"迪士尼","BK4567":"ESG概念","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999015978.USD":"利安颠覆性创新基金A","BK4566":"资本集团","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC"},"source_url":"https://www.fool.com/investing/2022/12/13/nasdaq-bear-market-2-stocks-id-buy-with-no-hesitat/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291479180","content_text":"The question is asked often these days. \"How will we know when the bear market is over?\" Unfortunately, investors will only know this once the market reaches new highs -- and that's too late to harvest the most fruitful profits.There isn't a reliable way to know when the market has reached its lows (if there were, the market wouldn't really work, right?). But there is one thing we do know. It will end, and we will thank ourselves for buying first-rate companies at a discount when it does.The Nasdaq Composite is down more than 30% year to date, marking its most significant drawdown from its high since the Great Recession, as shown below.^IXIC data by YChartsWhile it could still fall further, this is a tremendous opportunity for investors to dollar-cost average into positions. After all, those who didn't hit the exact bottom of previous drawdowns are sitting on massive profits. Here is the same chart from above in actual dollars.^IXIC data by YChartsAs this shows, timing a bottom isn't necessary; disciplined investing in the world's preeminent companies consistently is. Adobe and Walt Disney are two beaten-down examples.Adobe looks unreasonably discountedLast year, more than 400 billion PDFs were opened, 90% of creative professionals rely on Adobe Photoshop, and 165 million folks have joined the creative economy since 2020. Fresh content is vital for businesses, advertisers, creative professionals, and others, and Adobe products make it happen.Meanwhile, the company reported record fiscal third-quarter 2022 revenue ($4.43 billion on 13% growth), generally accepted accounting principles (GAAP) operating income of $1.5 billion, and cash from operations of $1.7 billion (up 20% year over year). This doesn't seem like a troubled business. Yet, the stock is down 41% year to date.Much of the decline stems from Wall Street's short-sighted, pessimistic reaction to Adobe acquiring cloud-based design software company Figma. The price for Figma was steep at 50 times expected 2022 sales, but there is much more than meets the eye.This deal is forward-looking because it allows Adobe to:Stay on the cutting edge. Tech workers love Figma, and this deal nets Adobe perhaps the best collaborative real-time editing software on the market.Leverage Figma's 100% annual recurring revenue growth, 90% gross margins, and estimated $16.5 billion 2025 annual addressable market.Keep Figma out of the hands of competitors.The deal that now looks expensive may be considered prescient in a few short years.As shown below, Adobe stock trades well off its average price-to-earnings and price-to-free-cash-flow ratios.ADBE PE Ratio data by YChartsIt's time for investors to consider Adobe for the long term.Former CEO returns to turn around DisneyDisney shocked the market just before Thanksgiving with the return of former CEO Bob Iger. Investors hope this can spur results as the stock trades near its March 2020 pandemic crash lows and down 40% year to date.Iger will earn just $1 million in salary, but annual stock awards are targeted at $25 million annually. This stock-based compensation keeps his goals aligned with those of long-suffering shareholders.Disney structures itself in two segments. Media and entertainment distribution (media) sales stem from licensing, cable television channels (ABC, ESPN, Disney Channel, etc.), and streaming services like Disney+, Hulu, and ESPN+. Meanwhile, the parks, experiences, and products (experiences) division encompasses theme parks, cruises, and resorts.The experiences segment's sales and profits have fully recovered from the pandemic, reaching new highs in fiscal 2022, as shown in the chart below.Data source: Disney. Chart by author.The streaming wars are on and taking a toll on Disney's media profits. Sales rose 8% to $55 billion, but operating income fell 42% to just $4.2 billion in fiscal 2022. Disney is going toe to toe with Netflix, adding 57 million subscribers in fiscal 2022 to reach 235 million subscribers across its platforms.With Iger back in the fold, Disney+ is looking to increase profits with its new ad-supported subscription offering. According to Statista, 45% of subscribers plan to use the lower-cost ad-supported plan, which could be a significant boon to Disney's profits. Iger has also pledged to empower the company's creators and restructure costs.The turnaround won't happen overnight -- there is much work to do. Investors can take solace that Disney is determined to change, and the stock can be bought near its pandemic-crash lows. One thing is sure: The Disney brand is irreplaceable.Bear markets are disheartening. No one likes to see hard-earned money slipping away. But there are terrific values available. Even though the market can't go up every year, it's still the best long-term wealth-building mechanism around.","news_type":1},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957959148,"gmtCreate":1676941787284,"gmtModify":1676941803375,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>I am positive in this. Let's go Wilmar","listText":"<a href=\"https://ttm.financial/S/F34.SI\">$WILMAR INTERNATIONAL LIMITED(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>I am positive in this. Let's go Wilmar","text":"$WILMAR INTERNATIONAL LIMITED(F34.SI)$ I am positive in this. Let's go Wilmar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957959148","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053449236,"gmtCreate":1654576835225,"gmtModify":1676535472268,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>i believe in u","listText":"<a href=\"https://ttm.financial/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>i believe in u","text":"$GLOBALFOUNDRIES Inc.(GFS)$i believe in u","images":[{"img":"https://community-static.tradeup.com/news/03cbe9801cc087204f17beadad5816b5","width":"1242","height":"3086"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053449236","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9906920285,"gmtCreate":1659482557050,"gmtModify":1705980713602,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"may all be well","listText":"may all be well","text":"may all be well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906920285","repostId":"1134925135","repostType":4,"repost":{"id":"1134925135","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":1659453503,"share":"https://ttm.financial/m/news/1134925135?lang=&edition=fundamental","pubTime":"2022-08-02 23:18","market":"us","language":"en","title":"U.S. Stocks Mixed in Morning Trading; Nasdaq Stayed Almost Flat While Dow Jones Slid Over 0.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134925135","media":"Tiger Newspress","summary":"U.S. stocks mixed in morning trading. Nasdaq rose 0.01%, S&P500 slid 0.17% while Dow Jones fell 0.57","content":"<html><head></head><body><p>U.S. stocks mixed in morning trading. Nasdaq rose 0.01%, S&amp;P500 slid 0.17% while Dow Jones fell 0.57%.<img src=\"https://static.tigerbbs.com/7190b8df80d1b1b17304d47b39c21179\" tg-width=\"629\" tg-height=\"125\" 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 Mixed in Morning Trading; Nasdaq Stayed Almost Flat While Dow Jones Slid Over 0.5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Mixed in Morning Trading; Nasdaq Stayed Almost Flat While Dow Jones Slid Over 0.5%\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\">2022-08-02 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks mixed in morning trading. Nasdaq rose 0.01%, S&amp;P500 slid 0.17% while Dow Jones fell 0.57%.<img src=\"https://static.tigerbbs.com/7190b8df80d1b1b17304d47b39c21179\" tg-width=\"629\" tg-height=\"125\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134925135","content_text":"U.S. stocks mixed in morning trading. Nasdaq rose 0.01%, S&P500 slid 0.17% while Dow Jones fell 0.57%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050525318,"gmtCreate":1654217644734,"gmtModify":1676535414491,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/STX\">$Seagate Technology PLC(STX)$</a>folks let's hold on ... good days are coming&nbsp;","listText":"<a href=\"https://ttm.financial/S/STX\">$Seagate Technology PLC(STX)$</a>folks let's hold on ... good days are coming&nbsp;","text":"$Seagate Technology PLC(STX)$folks let's hold on ... good days are coming","images":[{"img":"https://community-static.tradeup.com/news/f45bd46f2709f85378decd7ff310d6bf","width":"1125","height":"2959"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050525318","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9050150889,"gmtCreate":1654151283641,"gmtModify":1676535403787,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"are they any good ?","listText":"are they any good ?","text":"are they any good ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050150889","repostId":"2240414107","repostType":4,"repost":{"id":"2240414107","kind":"highlight","pubTimestamp":1654141594,"share":"https://ttm.financial/m/news/2240414107?lang=&edition=fundamental","pubTime":"2022-06-02 11:46","market":"us","language":"en","title":"Got $5,000? Buy These 2 High-Growth Stocks Before They Soar","url":"https://stock-news.laohu8.com/highlight/detail?id=2240414107","media":"Motley Fool","summary":"These two companies are leaders in their respective markets.","content":"<html><head></head><body><p>One helpful fact to remember during market downturns is that patience is an investor&#39;s best friend. That can be hard to keep in mind when the stock market is struggling, and this is the situation we&#39;re currently experiencing. But over the long term, market pullbacks always come with the opportunity to add shares of great companies on the dips. Having the grit to hold onto shares through thick and thin -- even when they&#39;re temporarily dropping -- will pay off eventually.</p><p>Let&#39;s look at two beaten-down stocks worth investing in today: <b>Veeva Systems</b> and <b>Adyen</b>. If you have $5,000 handy that you aren&#39;t saving for a rainy day, putting that money in these stocks could be a great move.</p><h2>1. Veeva Systems</h2><p>The most successful companies offer products or services that make life easier for their customers, and Veeva Systems does precisely that. This software-as-a-service (SaaS) specialist targets the life sciences industry. It offers a suite of tools that help its clients comply with the extensive regulations in this sector and get their products to market faster and more efficiently.</p><p>Multibillion-dollar companies like to save money, too, and that&#39;s why Veeva Systems&#39; services are so essential to the everyday operations of many of the most prominent players in life sciences, including pharmaceutical and biotech giants such as <b>Bristol-Myers Squibb</b>, <b>Novo Nordisk</b>, <b>Eli Lilly</b>, <b>AstraZeneca</b>, and more.</p><p>One major strength of Veeva Systems&#39; business is its high switching costs. The company&#39;s clients rely on its services daily, and switching to a competitor would be costly, time-consuming, and potentially disrupt the flow of operations. Veeva Systems routinely records high retention rates for its subscription services.</p><p>Veeva Systems generally reports robust financial results. During its fiscal 2022 -- which ended on Jan. 31 -- total revenue of $1.9 billion increased by 26% year over year. The company&#39;s net income grew by 12.5% year over year to $427.4 million. For its fiscal 2023, which will end on Jan. 31, 2023, Veeva Systems expects revenue between $2.160 billion and $2.170 billion.</p><p>At the midpoint, that would represent a year-over-year increase of about 17%.</p><p>Beyond the next fiscal year, <a href=\"https://laohu8.com/S/AONE.U\">one</a> major reason why Veeva Systems could deliver solid returns is that there remain plenty of opportunities in the massive (and growing) $6.6 trillion life sciences industry. While there are plenty of SaaS companies around, Veeva Systems is the leader in its narrow niche of the market that specifically targets life sciences.</p><p>With a solid competitive edge based on switching costs and plenty of room to grow in the market, the company looks like a solid, long-term bet. True, the company&#39;s shares aren&#39;t cheap -- they currently trade at a forward price-to-earnings (P/E) ratio of 38 while the <b>S&amp;P 500</b>&#39;s average forward P/E is about 19.</p><p>Veeva Systems may be volatile in the near term due to its rich valuation metrics, but for those who are in it for the long haul, the company looks set to be an excellent stock to hold through these challenging times.</p><h2>2. Adyen</h2><p>Adyen is a fintech specialist based in the Netherlands. The company helps facilitate payment transactions by providing its clients with payment gateways, point-of-sale systems, payment processing, and risk-management services.</p><p>Multinational corporations often have to deal with multiple companies that offer these individual services from one region to another. Adyen makes accepting payments in many different parts of the world easier by combining all of these services into a single platform. The result? Flexible and reliable payment solutions that increase efficiency.</p><p>Adyen&#39;s services have become invaluable to many giant corporations, including <b>Spotify</b>, <b>Uber</b>, and many others. Last year, Adyen&#39;s revenue soared by 47% year over year to 1 billion euros ($1.08 billion), on the back of its processed volume increasing by 70% year over year to 516 billion euros ($556.22 billion). The company&#39;s net income came in at 469.7 million euros ($506.3 million), nearly 80% higher than the year-ago period.</p><p>Here are two reasons why Adyen has a bright future. First, the company arguably benefits from a solid moat -- namely, high switching costs. The ability to process payments reliably is integral to the day-to-day operations of any company. Given that Adyen offers an entire suite of otherwise fragmented services in one platform, its customers can&#39;t easily decide to jump ship.</p><p>Second, the industry in which Adyen operates is still on an upward path. According to some estimates, the digital-payments market will expand at a compound annual growth rate of 20.5% through 2030. Having built a solid position in this market, Adyen is well-positioned to be one of the beneficiaries of this continued switch toward online payments.</p><p>Adyen isn&#39;t a cheap stock either, sporting a forward P/E of 72. In my view, the company will justify its valuation in the long run (think five years or more). However, it will remain vulnerable in the short run. Invest accordingly.</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>Got $5,000? Buy These 2 High-Growth Stocks Before They Soar</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\">\nGot $5,000? Buy These 2 High-Growth Stocks Before They Soar\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-02 11:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/01/got-5000-buy-these-2-high-growth-stocks-before-the/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One helpful fact to remember during market downturns is that patience is an investor's best friend. That can be hard to keep in mind when the stock market is struggling, and this is the situation we'...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/01/got-5000-buy-these-2-high-growth-stocks-before-the/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADYEY":"Adyen N.V.","VEEV":"Veeva Systems Inc."},"source_url":"https://www.fool.com/investing/2022/06/01/got-5000-buy-these-2-high-growth-stocks-before-the/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240414107","content_text":"One helpful fact to remember during market downturns is that patience is an investor's best friend. That can be hard to keep in mind when the stock market is struggling, and this is the situation we're currently experiencing. But over the long term, market pullbacks always come with the opportunity to add shares of great companies on the dips. Having the grit to hold onto shares through thick and thin -- even when they're temporarily dropping -- will pay off eventually.Let's look at two beaten-down stocks worth investing in today: Veeva Systems and Adyen. If you have $5,000 handy that you aren't saving for a rainy day, putting that money in these stocks could be a great move.1. Veeva SystemsThe most successful companies offer products or services that make life easier for their customers, and Veeva Systems does precisely that. This software-as-a-service (SaaS) specialist targets the life sciences industry. It offers a suite of tools that help its clients comply with the extensive regulations in this sector and get their products to market faster and more efficiently.Multibillion-dollar companies like to save money, too, and that's why Veeva Systems' services are so essential to the everyday operations of many of the most prominent players in life sciences, including pharmaceutical and biotech giants such as Bristol-Myers Squibb, Novo Nordisk, Eli Lilly, AstraZeneca, and more.One major strength of Veeva Systems' business is its high switching costs. The company's clients rely on its services daily, and switching to a competitor would be costly, time-consuming, and potentially disrupt the flow of operations. Veeva Systems routinely records high retention rates for its subscription services.Veeva Systems generally reports robust financial results. During its fiscal 2022 -- which ended on Jan. 31 -- total revenue of $1.9 billion increased by 26% year over year. The company's net income grew by 12.5% year over year to $427.4 million. For its fiscal 2023, which will end on Jan. 31, 2023, Veeva Systems expects revenue between $2.160 billion and $2.170 billion.At the midpoint, that would represent a year-over-year increase of about 17%.Beyond the next fiscal year, one major reason why Veeva Systems could deliver solid returns is that there remain plenty of opportunities in the massive (and growing) $6.6 trillion life sciences industry. While there are plenty of SaaS companies around, Veeva Systems is the leader in its narrow niche of the market that specifically targets life sciences.With a solid competitive edge based on switching costs and plenty of room to grow in the market, the company looks like a solid, long-term bet. True, the company's shares aren't cheap -- they currently trade at a forward price-to-earnings (P/E) ratio of 38 while the S&P 500's average forward P/E is about 19.Veeva Systems may be volatile in the near term due to its rich valuation metrics, but for those who are in it for the long haul, the company looks set to be an excellent stock to hold through these challenging times.2. AdyenAdyen is a fintech specialist based in the Netherlands. The company helps facilitate payment transactions by providing its clients with payment gateways, point-of-sale systems, payment processing, and risk-management services.Multinational corporations often have to deal with multiple companies that offer these individual services from one region to another. Adyen makes accepting payments in many different parts of the world easier by combining all of these services into a single platform. The result? Flexible and reliable payment solutions that increase efficiency.Adyen's services have become invaluable to many giant corporations, including Spotify, Uber, and many others. Last year, Adyen's revenue soared by 47% year over year to 1 billion euros ($1.08 billion), on the back of its processed volume increasing by 70% year over year to 516 billion euros ($556.22 billion). The company's net income came in at 469.7 million euros ($506.3 million), nearly 80% higher than the year-ago period.Here are two reasons why Adyen has a bright future. First, the company arguably benefits from a solid moat -- namely, high switching costs. The ability to process payments reliably is integral to the day-to-day operations of any company. Given that Adyen offers an entire suite of otherwise fragmented services in one platform, its customers can't easily decide to jump ship.Second, the industry in which Adyen operates is still on an upward path. According to some estimates, the digital-payments market will expand at a compound annual growth rate of 20.5% through 2030. Having built a solid position in this market, Adyen is well-positioned to be one of the beneficiaries of this continued switch toward online payments.Adyen isn't a cheap stock either, sporting a forward P/E of 72. In my view, the company will justify its valuation in the long run (think five years or more). However, it will remain vulnerable in the short run. Invest accordingly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921354839,"gmtCreate":1670982567222,"gmtModify":1676538470797,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"luxury brand stronghold","listText":"luxury brand stronghold","text":"luxury brand stronghold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921354839","repostId":"2291471471","repostType":4,"repost":{"id":"2291471471","kind":"news","pubTimestamp":1670970615,"share":"https://ttm.financial/m/news/2291471471?lang=&edition=fundamental","pubTime":"2022-12-14 06:30","market":"us","language":"en","title":"Musk Loses World’s Richest Title to Arnault With Tesla Unwinding","url":"https://stock-news.laohu8.com/highlight/detail?id=2291471471","media":"Bloomberg","summary":"The Tesla CEO’s wealth has been cut in half from its $340 billion peak partly due to his Twitter pur","content":"<html><head></head><body><p>The Tesla CEO’s wealth has been cut in half from its $340 billion peak partly due to his Twitter purchase.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/129c799264cbaaab393f5edb546353fa\" tg-width=\"1000\" tg-height=\"645\" referrerpolicy=\"no-referrer\"/><span>Elon MuskPhotographer: Win McNamee/Getty Images</span></p><p>Elon Musk, once worth as much as $340 billion, has been displaced as the world’s richest person by Bernard Arnault.</p><p>Musk, 51, has seen his fortune tumble by more than $100 billion since January to $163.6 billion, according to the Bloomberg Billionaires Index. That’s less than the $170.8 billion net worth of Arnault, 73, whose wealth largely derives from his 48% ownership of fashion giant LVMH.</p><p>Musk’s fall from atop the rankings — the first time that’s happened since he was No. 2 in September 2021 — caps a tumultuous year for the frenetic billionaire. He shocked the world in April with his offer to take Twitter private for $44 billion, in a brazen display of how the wealthiest individuals could wield their massive fortunes.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/975a2bb0bec02230cd0f3bffe4f606ce\" tg-width=\"1000\" tg-height=\"695\" referrerpolicy=\"no-referrer\"/><span>Elon MuskPhotographer: Liesa Johannssen-Koppitz/Bloomberg</span></p><p>But his agreement coincided with the Federal Reserve and other central banks embarking on their most aggressive round of monetary tightening in a generation, slashing the valuations of high-flying companies like Musk’s Tesla Inc. The electric carmaker’s stock is down more than 50% this year.</p><p>Tesla fell 4.1% on Tuesday to $160.95, the lowest closing price since November 2020.</p><p>Musk tried for months to get out of the Twitter deal, but failed. He offloaded more than $15 billion in Tesla shares — about $8.5 billion in April, then another $6.9 billion in August — to raise enough cash to fund the purchase.</p><p>Once he finalized the Twitter acquisition in October, the Bloomberg wealth index knocked $10 billion from his fortune, reflecting that shares of similar businesses have slumped since he made his bid.</p><p>Musk has pledged to turn around the social-media platform, but he faces several challenges — some of his own making. He blasted Apple Inc. and threatened to withhold Twitter from its App Store at a time when other companies were already pulling their advertising from the site.</p><p>Meanwhile, Twitter is poised to face annual interest costs that exceed a measure of its earnings for all of 2021. Musk’s bankers are considering providing him with new margin loans backed by Tesla stock to replace some of the high-interest debt he layered on Twitter, Bloomberg News reported.</p><p>As Tesla’s stock price slides, Musk’s stake in Space Exploration Technologies Corp. has become an increasingly important part of his fortune. It’s worth $47 billion, based on the June funding round that valued the private company at about $125 billion.</p><p>SpaceX is offering to sell insider shares at a price that would raise the closely held company’s valuation to about $140 billion, Bloomberg News reported this week, citing people familiar with the matter. That higher value could lift his net worth, but it’s not yet being used by Bloomberg’s wealth index because it’s unclear whether any shares have traded so far and the size of the transactions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e988336b952cf4cbdf9d56c89cc456\" tg-width=\"1000\" tg-height=\"666\" referrerpolicy=\"no-referrer\"/><span>Bernard ArnaultPhotographer: Nathan Laine/Bloomberg</span></p><p>Arnault, the new richest person in the world, is drama-free in comparison to Musk.</p><p>Arnault has long been a mainstay near the top of the wealth rankings, but his fortune never grew at the exponential pace of US tech billionaires. Now his empire is holding up while Mark Zuckerberg, Jeff Bezos and Alphabet Inc.’s Larry Page and Sergey Brin see their wealth hammered by rising interest rates.</p><p>Paris-based LVMH Moet Hennessy Louis Vuitton’s designer apparel, fine wines and retail business have benefited from pent-up demand unleashed when Covid-related shopping and travel restrictions were lifted in most countries. Arnault’s brands cater to the affluent — from Christian Dior and Fendi to jewelers Bulgari and Tiffany &amp; Co., and champagne house Moet &amp; Chandon.</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>Musk Loses World’s Richest Title to Arnault With Tesla Unwinding</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk Loses World’s Richest Title to Arnault With Tesla Unwinding\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-13/elon-musk-loses-title-as-world-s-richest-person-to-lvmh-s-bernard-arnault?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Tesla CEO’s wealth has been cut in half from its $340 billion peak partly due to his Twitter purchase.Elon MuskPhotographer: Win McNamee/Getty ImagesElon Musk, once worth as much as $340 billion, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-13/elon-musk-loses-title-as-world-s-richest-person-to-lvmh-s-bernard-arnault?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4548":"巴美列捷福持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4581":"高盛持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-13/elon-musk-loses-title-as-world-s-richest-person-to-lvmh-s-bernard-arnault?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291471471","content_text":"The Tesla CEO’s wealth has been cut in half from its $340 billion peak partly due to his Twitter purchase.Elon MuskPhotographer: Win McNamee/Getty ImagesElon Musk, once worth as much as $340 billion, has been displaced as the world’s richest person by Bernard Arnault.Musk, 51, has seen his fortune tumble by more than $100 billion since January to $163.6 billion, according to the Bloomberg Billionaires Index. That’s less than the $170.8 billion net worth of Arnault, 73, whose wealth largely derives from his 48% ownership of fashion giant LVMH.Musk’s fall from atop the rankings — the first time that’s happened since he was No. 2 in September 2021 — caps a tumultuous year for the frenetic billionaire. He shocked the world in April with his offer to take Twitter private for $44 billion, in a brazen display of how the wealthiest individuals could wield their massive fortunes.Elon MuskPhotographer: Liesa Johannssen-Koppitz/BloombergBut his agreement coincided with the Federal Reserve and other central banks embarking on their most aggressive round of monetary tightening in a generation, slashing the valuations of high-flying companies like Musk’s Tesla Inc. The electric carmaker’s stock is down more than 50% this year.Tesla fell 4.1% on Tuesday to $160.95, the lowest closing price since November 2020.Musk tried for months to get out of the Twitter deal, but failed. He offloaded more than $15 billion in Tesla shares — about $8.5 billion in April, then another $6.9 billion in August — to raise enough cash to fund the purchase.Once he finalized the Twitter acquisition in October, the Bloomberg wealth index knocked $10 billion from his fortune, reflecting that shares of similar businesses have slumped since he made his bid.Musk has pledged to turn around the social-media platform, but he faces several challenges — some of his own making. He blasted Apple Inc. and threatened to withhold Twitter from its App Store at a time when other companies were already pulling their advertising from the site.Meanwhile, Twitter is poised to face annual interest costs that exceed a measure of its earnings for all of 2021. Musk’s bankers are considering providing him with new margin loans backed by Tesla stock to replace some of the high-interest debt he layered on Twitter, Bloomberg News reported.As Tesla’s stock price slides, Musk’s stake in Space Exploration Technologies Corp. has become an increasingly important part of his fortune. It’s worth $47 billion, based on the June funding round that valued the private company at about $125 billion.SpaceX is offering to sell insider shares at a price that would raise the closely held company’s valuation to about $140 billion, Bloomberg News reported this week, citing people familiar with the matter. That higher value could lift his net worth, but it’s not yet being used by Bloomberg’s wealth index because it’s unclear whether any shares have traded so far and the size of the transactions.Bernard ArnaultPhotographer: Nathan Laine/BloombergArnault, the new richest person in the world, is drama-free in comparison to Musk.Arnault has long been a mainstay near the top of the wealth rankings, but his fortune never grew at the exponential pace of US tech billionaires. Now his empire is holding up while Mark Zuckerberg, Jeff Bezos and Alphabet Inc.’s Larry Page and Sergey Brin see their wealth hammered by rising interest rates.Paris-based LVMH Moet Hennessy Louis Vuitton’s designer apparel, fine wines and retail business have benefited from pent-up demand unleashed when Covid-related shopping and travel restrictions were lifted in most countries. Arnault’s brands cater to the affluent — from Christian Dior and Fendi to jewelers Bulgari and Tiffany & Co., and champagne house Moet & Chandon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900206816,"gmtCreate":1658711370235,"gmtModify":1676536195432,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>huat huat&nbsp;","listText":"<a href=\"https://ttm.financial/S/9CI.SI\">$CapitaLandInves(9CI.SI)$</a>huat huat&nbsp;","text":"$CapitaLandInves(9CI.SI)$huat huat","images":[{"img":"https://community-static.tradeup.com/news/5d3314578d960ef29b9b2b136f1e3260","width":"1242","height":"3057"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900206816","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9968889611,"gmtCreate":1669174845833,"gmtModify":1676538162906,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"thank you Tiger for having this platform to allow us to have ease of buy &amp; sell shares. Easy to useand trustworthy 👍🏼","listText":"thank you Tiger for having this platform to allow us to have ease of buy &amp; sell shares. Easy to useand trustworthy 👍🏼","text":"thank you Tiger for having this platform to allow us to have ease of buy & sell shares. Easy to useand trustworthy 👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968889611","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993753720,"gmtCreate":1660739417463,"gmtModify":1676536389438,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"this is going to be so exciting","listText":"this is going to be so exciting","text":"this is going to be so exciting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993753720","repostId":"1181140972","repostType":2,"repost":{"id":"1181140972","kind":"news","pubTimestamp":1660738261,"share":"https://ttm.financial/m/news/1181140972?lang=&edition=fundamental","pubTime":"2022-08-17 20:11","market":"us","language":"en","title":"With These Genius Moves, Netflix Could Again Become an Ultra-Growth Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1181140972","media":"Motley Fool","summary":"KEY POINTSDespite being up 42% in the last month, Netflix shares are down 59% in 2022 as the busines","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Despite being up 42% in the last month, Netflix shares are down 59% in 2022 as the business continues to lose subscribers.</li><li>Netflix plans to launch a cheaper, ad-based tier beginning in 2023.</li><li>The leadership team is cracking down on password sharing in an effort to boost subscriber and revenue growth.</li></ul><p>After being a major winner for investors over much of the past decade, 2022 has been a wake-up call for<b>Netflix</b>(NFLX-1.37%). Two consecutive quarters of subscriber losses, coupled with year-over-year sales growth in the single digits, have caused shares to tank this year. The streaming wars have never been hotter, with a seemingly never-ending list of competing services out there vying for consumers&#39; finite attention.</p><p>Netflix is fully aware of its challenges, but the business has some worthwhile moves up its sleeve. Here are two key strategies thestreaminggiant&#39;s executive team will deploy in order to boost revenue growth.</p><h2>Introduce a cheaper, ad-based subscription tier</h2><p>During the first six months of 2022, Netflix lost 1.2 million customers. Furthermore, sales only increased by 9.8% and 8.6% in Q1 and Q2, respectively, compared to the prior-year periods, a major slowdown from the double-digit gains investors are used to seeing. So, it&#39;s not surprising that the biggest takeaway from Netflix&#39;s two financial releases this year is that the company needs to find a way to reignite growth.</p><p>Management has long turned down the idea of introducing an ad-supporter option on its platform because they believed that it would diminish the viewing experience. However, other streaming services, like HBO Max, Hulu, and Peacock, have already taken this route. And now, it certainly seems like a no-brainer decision for Netflix, which is experiencing a post-pandemic lull.</p><p>With 221 million subscribers as of June 30, Netflix undoubtedly has a massive user base, the most of any single streaming service out there, that it can now monetize via advertisements. The company recently announced that it wouldpartner with tech behemoth<b>Microsoft</b> on the endeavor. Netflix&#39;s ultimate goal is to make ads on its streaming service that are better and more relevant for consumers than ads on traditional linear TV, while at the same time being more effective at targeting viewers for marketers.</p><p>This move can help drive incremental, price-sensitive subscribers to the service, and at the same time, it can generate high-margin revenue from selling ads. The potential result is a larger business that produces greater profits, which shareholders would welcome with open arms.</p><p>Netflix plans to introduce the ad-based tier sometime in early 2023.</p><h2>Crack down on password-sharing</h2><p>Another important, and obvious, strategy that Netflix&#39;s leadership team can do to drive higher growth is by cracking down on the roughly 100 million worldwide households that are currently sharing other accounts&#39; passwords. Similar to the previously discussed move, management hasn&#39;t historically been too keen on fixing this problem. But in desperate times like today, when signing up new members is getting increasingly harder, finding ways to add customers by any means necessary is the focus.</p><p>Starting in March of this year, Netflix started a program in Chile, Costa Rica, and Peru to try and convert password sharers to paying accounts. Many customers citedhow confusing the entire process was, while also pointing out clever workarounds to continue not paying for the service. In July, Netflix started testing a different approach in Argentina, the Dominican Republic, El Salvador, Guatemala, and Honduras.</p><p>I don&#39;t know if or how long it will take Netflix to monetize the 100 million global households that share passwords, but again, this looks like the correct move right now. In the U.S. and Canada, for example, which is the company&#39;s most lucrative region by far with an average monthly revenue per member in Q2 of $15.95, there are an estimated 30 million of these password-sharing households. The untapped revenue opportunity is sizable.</p><p>Offering up a lower-cost, ad-supported subscription tier also seems like the perfect move to convert password sharers to paying customers. Instead of these free-loaders completely falling out of the Netflix ecosystem if they are unable or unwilling to pay a higher price, they could turn to the cheaper option in order to continue watching their favorite shows, movies, and documentaries. Thecostfor Netflix to serve an additional customer is almost nonexistent, so keeping that revenue stream going should be a priority.</p><p>While these initiatives might add complexity to the business model, they appear to be natural extensions of the company&#39;s evolution. From shipping DVDs by mail to expanding overseas to streaming original content to launching video games, Netflix has always figured out how to pivot when it needs to. Investors should keep an eye on how the company&#39;s latest strategies work out, because if they do fare well, Netflix&#39;s shares could be headed higher.</p><p></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>With These Genius Moves, Netflix Could Again Become an Ultra-Growth 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\">\nWith These Genius Moves, Netflix Could Again Become an Ultra-Growth Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 20:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/17/genius-moves-netflix-can-become-ultra-growth-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSDespite being up 42% in the last month, Netflix shares are down 59% in 2022 as the business continues to lose subscribers.Netflix plans to launch a cheaper, ad-based tier beginning in 2023....</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/17/genius-moves-netflix-can-become-ultra-growth-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/08/17/genius-moves-netflix-can-become-ultra-growth-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181140972","content_text":"KEY POINTSDespite being up 42% in the last month, Netflix shares are down 59% in 2022 as the business continues to lose subscribers.Netflix plans to launch a cheaper, ad-based tier beginning in 2023.The leadership team is cracking down on password sharing in an effort to boost subscriber and revenue growth.After being a major winner for investors over much of the past decade, 2022 has been a wake-up call forNetflix(NFLX-1.37%). Two consecutive quarters of subscriber losses, coupled with year-over-year sales growth in the single digits, have caused shares to tank this year. The streaming wars have never been hotter, with a seemingly never-ending list of competing services out there vying for consumers' finite attention.Netflix is fully aware of its challenges, but the business has some worthwhile moves up its sleeve. Here are two key strategies thestreaminggiant's executive team will deploy in order to boost revenue growth.Introduce a cheaper, ad-based subscription tierDuring the first six months of 2022, Netflix lost 1.2 million customers. Furthermore, sales only increased by 9.8% and 8.6% in Q1 and Q2, respectively, compared to the prior-year periods, a major slowdown from the double-digit gains investors are used to seeing. So, it's not surprising that the biggest takeaway from Netflix's two financial releases this year is that the company needs to find a way to reignite growth.Management has long turned down the idea of introducing an ad-supporter option on its platform because they believed that it would diminish the viewing experience. However, other streaming services, like HBO Max, Hulu, and Peacock, have already taken this route. And now, it certainly seems like a no-brainer decision for Netflix, which is experiencing a post-pandemic lull.With 221 million subscribers as of June 30, Netflix undoubtedly has a massive user base, the most of any single streaming service out there, that it can now monetize via advertisements. The company recently announced that it wouldpartner with tech behemothMicrosoft on the endeavor. Netflix's ultimate goal is to make ads on its streaming service that are better and more relevant for consumers than ads on traditional linear TV, while at the same time being more effective at targeting viewers for marketers.This move can help drive incremental, price-sensitive subscribers to the service, and at the same time, it can generate high-margin revenue from selling ads. The potential result is a larger business that produces greater profits, which shareholders would welcome with open arms.Netflix plans to introduce the ad-based tier sometime in early 2023.Crack down on password-sharingAnother important, and obvious, strategy that Netflix's leadership team can do to drive higher growth is by cracking down on the roughly 100 million worldwide households that are currently sharing other accounts' passwords. Similar to the previously discussed move, management hasn't historically been too keen on fixing this problem. But in desperate times like today, when signing up new members is getting increasingly harder, finding ways to add customers by any means necessary is the focus.Starting in March of this year, Netflix started a program in Chile, Costa Rica, and Peru to try and convert password sharers to paying accounts. Many customers citedhow confusing the entire process was, while also pointing out clever workarounds to continue not paying for the service. In July, Netflix started testing a different approach in Argentina, the Dominican Republic, El Salvador, Guatemala, and Honduras.I don't know if or how long it will take Netflix to monetize the 100 million global households that share passwords, but again, this looks like the correct move right now. In the U.S. and Canada, for example, which is the company's most lucrative region by far with an average monthly revenue per member in Q2 of $15.95, there are an estimated 30 million of these password-sharing households. The untapped revenue opportunity is sizable.Offering up a lower-cost, ad-supported subscription tier also seems like the perfect move to convert password sharers to paying customers. Instead of these free-loaders completely falling out of the Netflix ecosystem if they are unable or unwilling to pay a higher price, they could turn to the cheaper option in order to continue watching their favorite shows, movies, and documentaries. Thecostfor Netflix to serve an additional customer is almost nonexistent, so keeping that revenue stream going should be a priority.While these initiatives might add complexity to the business model, they appear to be natural extensions of the company's evolution. From shipping DVDs by mail to expanding overseas to streaming original content to launching video games, Netflix has always figured out how to pivot when it needs to. Investors should keep an eye on how the company's latest strategies work out, because if they do fare well, Netflix's shares could be headed higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990301828,"gmtCreate":1660280202466,"gmtModify":1676533443674,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"thank you for the insights&nbsp;","listText":"thank you for the insights&nbsp;","text":"thank you for the insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990301828","repostId":"1105994220","repostType":4,"repost":{"id":"1105994220","kind":"news","pubTimestamp":1660271502,"share":"https://ttm.financial/m/news/1105994220?lang=&edition=fundamental","pubTime":"2022-08-12 10:31","market":"us","language":"en","title":"Palantir: The Good, The Bad And The Ugly","url":"https://stock-news.laohu8.com/highlight/detail?id=1105994220","media":"seekingalpha","summary":"SummaryPalantir is a leader in advanced software for organizations and military applications.The com","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir is a leader in advanced software for organizations and military applications.</li><li>The company missed EPS estimates for Q2, which sent the stock spiraling down.</li><li>Commercial Revenue generated strong growth, up 120% year over year.</li><li>Palantir has a fortress balance sheet with $2.4 billion in cash and cash equivalents with no debt.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3945f4b15bd9c432ba37b20f7fa6ef9\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Andreas Rentz</span></p><p>Originally backed by the CIA, Palantir (NYSE:PLTR) is a global software company that has created a suite of gold standard products for large organizations, governments and military customers. The company is poised to ride the growth in the &#34;BigData&#34; industry which is forecasted to be worth $273 billion by 2026. In addition, the recent Ukraine-Russia conflict has heightened geopolitical tensions and made the company&#39;s software even more appealing.</p><p>In my previous post on Palantir stock, I highlighted the stock as having a &#34;Fair value of $10 per share&#34; and stated at the time when the stock was trading at $7/share it was 32% undervalued. Since that post the stock price popped by ~42%, so congratulations to those who invested. However, the company has recently announced muted financials for the second quarter of 2022 and highlighted slowing revenue growth. Thus in this post I&#39;m going to breakdown the latest financials and revisit my valuation with the lower growth rates taken into account, let&#39;s dive in.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be20bcd04086540035b52475cede4661\" tg-width=\"1280\" tg-height=\"802\" width=\"100%\" height=\"auto\"/><span>PLTR data by YCharts</span></p><p><b>Gold Standard Software</b></p><p>There is a lot of mystery around what exactly Palantir does and I personally believe many investors do not fully understand the business, as very few people have explained it simply. Therefore here is a quick overview of its main products;</p><p><b>Foundry</b></p><p>This is dubbed &#34;The Operating System for the Modern Enterprise &#39;&#39;. Enterprises (large Organizations) tend to have siloed data across multiple business units and require a system that can bring this data together in a safe, secure and intelligent way. Data is only as powerful as the ability to use it, but when siloed it cannot be used effectively for overall business intelligence. Foundry can also use this data to create &#34;Digital Twins&#34; of manufacturing and logistics setups, which is a great way to plan changes and capture data in real time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8eee9f6d33c2b22ac2626af77b9e16\" tg-width=\"640\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Palantir Foundry (Palantir)</span></p><p><b>Gotham</b></p><p>Gotham has been dubbed &#34;The Operating System for Global Decision Making&#34;. This platform enables complex situations with multiple reacting entities to be simulated with real time data feeds to enable faster decisions. A key example, is with the US Army and tracking Battleships around the coast. The Army generals can see the action in real time and setup automated scouting drones to fly to areas for surveillance, should there be any unusual activity in a region.</p><p>Given the Russia-Ukraine War and increased political uncertainty, the need for militaries from around the world to have software like this is becoming even more vital. Their tagline is &#34;Thousands of Users, Millions of Sensors, A Single Pane of Glass&#34;, basically this means a single dashboard to monitor real time operations.</p><p><b>Apollo</b></p><p>The Apollo platform is used for managing production software across major organizations across multiple industries from Airbus to Hyundai and even Rio Tinto, one of the largest mining companies in the world. The sheer range of industries automatically expands the total addressable market for Palantir&#39;s software and thus makes the future growth runway huge.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59da6851f565be219d049cbce43ad71f\" tg-width=\"640\" tg-height=\"351\" width=\"100%\" height=\"auto\"/><span>Palantir Products (Q2 Earnings Report)</span></p><p><b>MetaConstellation</b></p><p>The MetaConstellation product enables the power of Satellite constellations to be harnessed on earth. This even enables Artificial Intelligence models to be leveraged in Orbit, which truly is the next frontier of business intelligence. Space is the next battleground for businesses from Elon Musk&#39;s Starlink to SpaceX and even Bezos Blue Origin. Palantir has recently scored a partnership with Satellogic a leader in Satellite Sub-Meter resolution imaging. &#34;Sub-Meter&#34; effectively means each pixel from a Satellite photograph is less than a meter in width and thus enables the monitoring and tracking of activities on earth. Applications include crop monitoring, disaster relief, military surveillance and even National Security. For all you traders, Satellite imagery has even been used to track oil reserves in containers and thus it can be used to calculate the supply/demand balance and then oil prices. Google also has a Satellite play called &#34;SkyBox&#34;, which it acquired for $500 million a few years back. Google&#39;s platform seems to be focused on improving it&#39;s mapping than for national security applications, like with the Palantir product.</p><p><b>High Retention Rate - Competitive Advantage</b></p><p>Palantir had a net dollar retention rate of 119% as of the second quarter. This means customers are staying with the company and spending more through upsells. In the second quarter conference call, Palantir Founder and CEO Alex Karp spoke in detail about the &#34;stickiness&#34; of Palantir&#39;s products with customers. He states that;</p><blockquote>&#34;In the end, all software products actually have to be measured by is this replaceable, how easy could it be replaced, is the underlying platform durable or fleeting, and could a third party highly technical with massive distribution disrupt these products?</blockquote><blockquote>It would take many, many years of the world&#39;s best engineers to build them -- and you would be building them as we&#39;ve improved them and as we capture the market.&#34; - Palantir CEO Alex Karp</blockquote><p><b>Slowing Second Quarter</b></p><p>Palantir released mixed financial results for the second quarter of 2022. Revenue increased by 26% year over year to $473 million. Now although growth rates were slower than prior quarters such as 30% YoY in Q1, they actually beat analyst estimates by $1.29 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53639040a30e10857c4d577d3acb4b58\" tg-width=\"640\" tg-height=\"280\" width=\"100%\" height=\"auto\"/><span>US Revenue (Q2 earnings report)</span></p><p>US only revenue popped by 45% year over year to $290 million and commercial revenue also grew a rapid 46% year over year. US commercial revenue was the shining light, as this increased by a blistering 120% year over year. With US Commercial customer count increasing by 250% year over year. This is a big deal as the company had just 34 US commercial customers in Q2 2021 and grew this to 119 customers by Q2 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40e7b1b024186667b53b85e60ca74bde\" tg-width=\"640\" tg-height=\"418\" width=\"100%\" height=\"auto\"/><span>US Commercial Customers (Q2 Report)</span></p><p>Palantir&#39;s Healthcare segment also showed rapid growth of 267% year over year, from $42 million to $153 million in revenue. The company has previous scored partnerships with the National Health Service (NHS) in the UK.</p><p>As a software company, Palantir has an extremely high adjusted gross margin of 81%, which has stayed fairly constant (only dipping by 1% percentage point year over year).</p><p>However, the company did produce a heavy loss of $42 million in Q2,22. Earnings Per Share (EPS) was -$0.01, which missed estimates by $0.04. This may seem terrible, but the company states it was driven primarily by losses in Marketable securities. This is a common trend I have seen across earnings reports for companies, as the rising interest rate environment is squeezing the multiples of growth stocks. The good news is Adjusted free cash flow was $61 million, which represents a 13% margin and the seventh consecutive quarter of positive free cash flow.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5ece7c19769fe1edd7bfd16b12e3cdf\" tg-width=\"640\" tg-height=\"286\" width=\"100%\" height=\"auto\"/><span>Free Cash Flow (Palantir Q2)</span></p><p>The company also has a fortress balance sheet with $2.4 billion in cash and cash equivalents and no debt. In July the company expanded its revolving credit facility by adding $450 million in term loan facility and the option for an additional $950 million if required.</p><p><b>Revised Guidance</b></p><p>Management has revised its guidance down to $1.9 billion for FY22, this would represent just a 23% growth rate year over year. This is a far cry from the 41% growth rate achieved in the year FY21. CEO Alex Karp stated, this lower guidance was due to the &#34;uncertainty toward the end of the year&#34; and goes onto say;</p><blockquote>&#34;As organizations around the world face more pressure and experience more pain, there will be a slowdown in the rate of spending and lengthening of sales cycles, but it will also reveal gaps in enterprises operations, gaps our software can solve. In the short term, this means less revenue now. But on longer time horizons, it accelerates our business&#34; - Palantir CEO Alex Karp</blockquote><p>However, Karp remains &#34;very optimistic that the next three years will look a lot like the last three years&#34;.</p><p><b>Advanced Valuation</b></p><p>In order to value Palantir I have plugged the latest financials into my valuation model, which uses the discounted cash flow method of valuation. I have revised down my prior Revenue estimates of 30% to a 23% growth rate for next year and 28% over the next two to five years. As I believe high inflation won&#39;t last forever and the macroeconomic situation will improve. In addition, I suspect management may be &#34;sandbagging&#34; slightly to lower expectations and then surpass them.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8d04beb678f88f509d0a855cb26660f\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>Palantir Stock Valuation 1 (created by author Ben at Motivation 2 invest)</span></p><p>I have also forecasted its operating margin to increase to 28% over the next 6 years, as the company benefits from high operating leverage from its software platform. In addition, to the high customer retention and upsells mentioned previously.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/411a99d5ee1786e88e1f18c60a8a4399\" tg-width=\"640\" tg-height=\"673\" width=\"100%\" height=\"auto\"/><span>Palantir Stock Valuation 2 (created by author Ben at Motivation 2 Invest)</span></p><p>Given these factors I get a fair value of $9.43 per share, the stock is trading at ~$9.62 and thus is fairly valued at the time of writing.</p><p>As an extra data point Palantir has seen its Price to Sales Ratio compress substantially from over 30 in 2021, to approximately 10 at the time of writing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8c31ecac9f324df08a74f01ce45c826\" tg-width=\"1280\" tg-height=\"802\" width=\"100%\" height=\"auto\"/><span>PLTR PS Ratio (Forward) data by YCharts</span></p><p><b>Risks</b></p><p><b>Macroeconomic uncertainty</b></p><p>The high inflation and rising interest rate environment has caused many analysts to forecast a &#34;Recession&#34;. We have already seen multiple companies start to cut costs and although I believe a lot of this is fear driven, it can lengthen the sales cycle for Business to Business product adoption.</p><p><b>Stock Based Compensation</b></p><p>Palantir states a lot of their earnings are &#34;Adjusted&#34;. In fact the word &#34;Adjusted&#34; is used a staggering 35 times in their recent press release. This Adjustment excludes &#34;Stock Based Compensation&#34; which was a staggering $146 million in Q2,22 or a whopping 30% of its $473 million in revenue. Now although this is having improved since the $233 million in Q2, 2021, it is a substantial expense which is overlooked. On a positive note, recruiting high quality talent is extremely challenging these days and thus companies must offer lucrative stock compensation packages to attract the best. As long as the amount of stock based compensation relative to total revenue declines over time, then this can be an effective strategy and thus it&#39;s an indicator to watch.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9d43f9f6458b1a630d0427473b23dca\" tg-width=\"640\" tg-height=\"297\" width=\"100%\" height=\"auto\"/><span>Palantir Stock based Compensation (created by author Ben at Motivation 2 Invest)</span></p><p><b>Final Thoughts</b></p><p>Palantir is a best in class leader in software for enterprises and national security applications. The founder led company is growing its commercial revenue strong and has a large TAM to attack. However, the slowing growth, &#34;fair&#34; valuation and monstrous stock compensation makes this stock speculative in the short term, therefore I have labeled the stock as a &#34;Hold&#34;.</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>Palantir: The Good, The Bad And The Ugly</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: The Good, The Bad And The Ugly\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532988-palantir-good-bad-ugly><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is a leader in advanced software for organizations and military applications.The company missed EPS estimates for Q2, which sent the stock spiraling down.Commercial Revenue generated ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532988-palantir-good-bad-ugly\">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/4532988-palantir-good-bad-ugly","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105994220","content_text":"SummaryPalantir is a leader in advanced software for organizations and military applications.The company missed EPS estimates for Q2, which sent the stock spiraling down.Commercial Revenue generated strong growth, up 120% year over year.Palantir has a fortress balance sheet with $2.4 billion in cash and cash equivalents with no debt.Andreas RentzOriginally backed by the CIA, Palantir (NYSE:PLTR) is a global software company that has created a suite of gold standard products for large organizations, governments and military customers. The company is poised to ride the growth in the \"BigData\" industry which is forecasted to be worth $273 billion by 2026. In addition, the recent Ukraine-Russia conflict has heightened geopolitical tensions and made the company's software even more appealing.In my previous post on Palantir stock, I highlighted the stock as having a \"Fair value of $10 per share\" and stated at the time when the stock was trading at $7/share it was 32% undervalued. Since that post the stock price popped by ~42%, so congratulations to those who invested. However, the company has recently announced muted financials for the second quarter of 2022 and highlighted slowing revenue growth. Thus in this post I'm going to breakdown the latest financials and revisit my valuation with the lower growth rates taken into account, let's dive in.PLTR data by YChartsGold Standard SoftwareThere is a lot of mystery around what exactly Palantir does and I personally believe many investors do not fully understand the business, as very few people have explained it simply. Therefore here is a quick overview of its main products;FoundryThis is dubbed \"The Operating System for the Modern Enterprise ''. Enterprises (large Organizations) tend to have siloed data across multiple business units and require a system that can bring this data together in a safe, secure and intelligent way. Data is only as powerful as the ability to use it, but when siloed it cannot be used effectively for overall business intelligence. Foundry can also use this data to create \"Digital Twins\" of manufacturing and logistics setups, which is a great way to plan changes and capture data in real time.Palantir Foundry (Palantir)GothamGotham has been dubbed \"The Operating System for Global Decision Making\". This platform enables complex situations with multiple reacting entities to be simulated with real time data feeds to enable faster decisions. A key example, is with the US Army and tracking Battleships around the coast. The Army generals can see the action in real time and setup automated scouting drones to fly to areas for surveillance, should there be any unusual activity in a region.Given the Russia-Ukraine War and increased political uncertainty, the need for militaries from around the world to have software like this is becoming even more vital. Their tagline is \"Thousands of Users, Millions of Sensors, A Single Pane of Glass\", basically this means a single dashboard to monitor real time operations.ApolloThe Apollo platform is used for managing production software across major organizations across multiple industries from Airbus to Hyundai and even Rio Tinto, one of the largest mining companies in the world. The sheer range of industries automatically expands the total addressable market for Palantir's software and thus makes the future growth runway huge.Palantir Products (Q2 Earnings Report)MetaConstellationThe MetaConstellation product enables the power of Satellite constellations to be harnessed on earth. This even enables Artificial Intelligence models to be leveraged in Orbit, which truly is the next frontier of business intelligence. Space is the next battleground for businesses from Elon Musk's Starlink to SpaceX and even Bezos Blue Origin. Palantir has recently scored a partnership with Satellogic a leader in Satellite Sub-Meter resolution imaging. \"Sub-Meter\" effectively means each pixel from a Satellite photograph is less than a meter in width and thus enables the monitoring and tracking of activities on earth. Applications include crop monitoring, disaster relief, military surveillance and even National Security. For all you traders, Satellite imagery has even been used to track oil reserves in containers and thus it can be used to calculate the supply/demand balance and then oil prices. Google also has a Satellite play called \"SkyBox\", which it acquired for $500 million a few years back. Google's platform seems to be focused on improving it's mapping than for national security applications, like with the Palantir product.High Retention Rate - Competitive AdvantagePalantir had a net dollar retention rate of 119% as of the second quarter. This means customers are staying with the company and spending more through upsells. In the second quarter conference call, Palantir Founder and CEO Alex Karp spoke in detail about the \"stickiness\" of Palantir's products with customers. He states that;\"In the end, all software products actually have to be measured by is this replaceable, how easy could it be replaced, is the underlying platform durable or fleeting, and could a third party highly technical with massive distribution disrupt these products?It would take many, many years of the world's best engineers to build them -- and you would be building them as we've improved them and as we capture the market.\" - Palantir CEO Alex KarpSlowing Second QuarterPalantir released mixed financial results for the second quarter of 2022. Revenue increased by 26% year over year to $473 million. Now although growth rates were slower than prior quarters such as 30% YoY in Q1, they actually beat analyst estimates by $1.29 million.US Revenue (Q2 earnings report)US only revenue popped by 45% year over year to $290 million and commercial revenue also grew a rapid 46% year over year. US commercial revenue was the shining light, as this increased by a blistering 120% year over year. With US Commercial customer count increasing by 250% year over year. This is a big deal as the company had just 34 US commercial customers in Q2 2021 and grew this to 119 customers by Q2 2022.US Commercial Customers (Q2 Report)Palantir's Healthcare segment also showed rapid growth of 267% year over year, from $42 million to $153 million in revenue. The company has previous scored partnerships with the National Health Service (NHS) in the UK.As a software company, Palantir has an extremely high adjusted gross margin of 81%, which has stayed fairly constant (only dipping by 1% percentage point year over year).However, the company did produce a heavy loss of $42 million in Q2,22. Earnings Per Share (EPS) was -$0.01, which missed estimates by $0.04. This may seem terrible, but the company states it was driven primarily by losses in Marketable securities. This is a common trend I have seen across earnings reports for companies, as the rising interest rate environment is squeezing the multiples of growth stocks. The good news is Adjusted free cash flow was $61 million, which represents a 13% margin and the seventh consecutive quarter of positive free cash flow.Free Cash Flow (Palantir Q2)The company also has a fortress balance sheet with $2.4 billion in cash and cash equivalents and no debt. In July the company expanded its revolving credit facility by adding $450 million in term loan facility and the option for an additional $950 million if required.Revised GuidanceManagement has revised its guidance down to $1.9 billion for FY22, this would represent just a 23% growth rate year over year. This is a far cry from the 41% growth rate achieved in the year FY21. CEO Alex Karp stated, this lower guidance was due to the \"uncertainty toward the end of the year\" and goes onto say;\"As organizations around the world face more pressure and experience more pain, there will be a slowdown in the rate of spending and lengthening of sales cycles, but it will also reveal gaps in enterprises operations, gaps our software can solve. In the short term, this means less revenue now. But on longer time horizons, it accelerates our business\" - Palantir CEO Alex KarpHowever, Karp remains \"very optimistic that the next three years will look a lot like the last three years\".Advanced ValuationIn order to value Palantir I have plugged the latest financials into my valuation model, which uses the discounted cash flow method of valuation. I have revised down my prior Revenue estimates of 30% to a 23% growth rate for next year and 28% over the next two to five years. As I believe high inflation won't last forever and the macroeconomic situation will improve. In addition, I suspect management may be \"sandbagging\" slightly to lower expectations and then surpass them.Palantir Stock Valuation 1 (created by author Ben at Motivation 2 invest)I have also forecasted its operating margin to increase to 28% over the next 6 years, as the company benefits from high operating leverage from its software platform. In addition, to the high customer retention and upsells mentioned previously.Palantir Stock Valuation 2 (created by author Ben at Motivation 2 Invest)Given these factors I get a fair value of $9.43 per share, the stock is trading at ~$9.62 and thus is fairly valued at the time of writing.As an extra data point Palantir has seen its Price to Sales Ratio compress substantially from over 30 in 2021, to approximately 10 at the time of writing.PLTR PS Ratio (Forward) data by YChartsRisksMacroeconomic uncertaintyThe high inflation and rising interest rate environment has caused many analysts to forecast a \"Recession\". We have already seen multiple companies start to cut costs and although I believe a lot of this is fear driven, it can lengthen the sales cycle for Business to Business product adoption.Stock Based CompensationPalantir states a lot of their earnings are \"Adjusted\". In fact the word \"Adjusted\" is used a staggering 35 times in their recent press release. This Adjustment excludes \"Stock Based Compensation\" which was a staggering $146 million in Q2,22 or a whopping 30% of its $473 million in revenue. Now although this is having improved since the $233 million in Q2, 2021, it is a substantial expense which is overlooked. On a positive note, recruiting high quality talent is extremely challenging these days and thus companies must offer lucrative stock compensation packages to attract the best. As long as the amount of stock based compensation relative to total revenue declines over time, then this can be an effective strategy and thus it's an indicator to watch.Palantir Stock based Compensation (created by author Ben at Motivation 2 Invest)Final ThoughtsPalantir is a best in class leader in software for enterprises and national security applications. The founder led company is growing its commercial revenue strong and has a large TAM to attack. However, the slowing growth, \"fair\" valuation and monstrous stock compensation makes this stock speculative in the short term, therefore I have labeled the stock as a \"Hold\".","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904206055,"gmtCreate":1660048106026,"gmtModify":1703477304638,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>let's fly","listText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>let's fly","text":"$Unity Software Inc.(U)$let's fly","images":[{"img":"https://community-static.tradeup.com/news/9bfc57c034057be2d5f8d984f4312538","width":"1242","height":"3176"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904206055","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905000984,"gmtCreate":1659760734650,"gmtModify":1703766371717,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ADN\">$Advent Technologies Holdings, Inc.(ADN)$</a>goodprospect","listText":"<a href=\"https://ttm.financial/S/ADN\">$Advent Technologies Holdings, Inc.(ADN)$</a>goodprospect","text":"$Advent Technologies Holdings, Inc.(ADN)$goodprospect","images":[{"img":"https://community-static.tradeup.com/news/08be5b1865057d7e370eed7a156f984d","width":"1242","height":"3266"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905000984","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9921355427,"gmtCreate":1670982485769,"gmtModify":1676538470780,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"risky&nbsp;","listText":"risky&nbsp;","text":"risky","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921355427","repostId":"2291716597","repostType":4,"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993126213,"gmtCreate":1660650778135,"gmtModify":1676536371955,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>waiting for the good time","listText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>waiting for the good time","text":"$Unity Software Inc.(U)$waiting for the good time","images":[{"img":"https://community-static.tradeup.com/news/31b4351416307d7c58ba88d4af87a0f9","width":"1242","height":"3176"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993126213","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9077167977,"gmtCreate":1658470890599,"gmtModify":1676536164743,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"what about global foundries?","listText":"what about global foundries?","text":"what about global foundries?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077167977","repostId":"2253749498","repostType":4,"repost":{"id":"2253749498","kind":"highlight","pubTimestamp":1658469162,"share":"https://ttm.financial/m/news/2253749498?lang=&edition=fundamental","pubTime":"2022-07-22 13:52","market":"us","language":"en","title":"The CHIPS Act Could Boost These 3 Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2253749498","media":"Motley Fool","summary":"Intel, TSMC, and Texas Instruments would all benefit if it passed.","content":"<html><head></head><body><p>In June 2020, the Creating Helpful Incentives to Produce Semiconductors for America (CHIPS) Act was introduced in the House of Representatives by U.S. Rep. Michael McCaul (R-Texas). The act called for the U.S. to boost its subsidies for domestic chipmakers to address the global chip shortage, reduce the country&#39;s dependence on Asian chip foundries, and stay ahead of China in the semiconductor race.</p><p>The CHIPS Act would provide $52 billion in subsidies and tax breaks for domestic chipmakers. But more than two years later, it still hasn&#39;t passed Congress. The Senate recently cleared the way toward a final vote on the bill next week, but some Republicans are still reportedly reluctant to approve those high subsidies. Some chipmakers have also pointed out that the act favors integrated device manufacturers, which produce their own chips, over &#34;fabless&#34; chipmakers, which outsource manufacturing to third-party foundries.</p><p>All that noise can make it difficult to figure out exactly which chipmakers would benefit from the passage of the CHIPS Act. So today, I&#39;ll highlight three chip stocks that could rally the most if it&#39;s approved.</p><h2>1. Intel</h2><p><b>Intel</b> is an integrated device manufacturer that still produces most of its chips, but over the past decade, it fell behind <b>Taiwan Semiconductor Manufacturing</b>(also known as TSMC) in the &#34;process race&#34; to create smaller and denser chips. Intel lost its crown as it struggled with R&amp;D blunders, manufacturing mishaps, chip shortages, and delays. TSMC also started installing <b>ASML Holding</b>&#39;s top-tier extreme ultraviolet (EUV) lithography systems -- which etch circuit patterns into the world&#39;s most advanced chips -- long before Intel did.</p><p>As a result, Intel is now approximately one to two chip generations behind TSMC. TSMC plans to boost its capital expenditures from 2021&#39;s $30 billion to a historic high of $40 billion in 2022 to maintain that lead. Intel can only afford to increase its capital expenditures to $27 billion this year -- yet it claims it can catch up to TSMC in the process race by 2025.</p><p>That&#39;s why Intel has been aggressively lobbying for the approval of the CHIPS Act. As the country&#39;s largest chipmaker, it believes it can secure a large portion of those subsidies, allowing it to close its spending gap with TSMC. It also plans to open up its domestic foundries to fabless chipmakers, which could help it challenge TSMC in the third-party contract chipmaking market.</p><h2>2. Taiwan Semiconductor Manufacturing</h2><p>At first glance, the CHIPS Act seems aimed at reducing the dependence of fabless chipmakers like <b>Advanced Micro Devices</b>,<b> Nvidia</b>, and <b>Qualcomm </b>on TSMC and other Asian foundries.</p><p>However, the U.S. has also been courting TSMC with subsidies to convince it to open more stateside foundries. Back in 2020, Washington subsidized the construction of TSMC&#39;s $12 billion plant in Arizona for the production of its 5nm chips -- which are less advanced than the chips it makes in Taiwan, but far more advanced than the older-generation chips it manufactures in China.</p><p>Intel CEO Pat Gelsinger loudly protested that decision, but the CHIPS Act would likely free up more subsidies for TSMC&#39;s Arizona plant and other foundries it might open in the future. If TSMC builds additional plants in the U.S., it could conceivably snuff out Intel&#39;s plans of becoming a major third-party contract chipmaker.</p><h2>3. Texas Instruments</h2><p><b>Texas Instruments</b> provides a wide range of analog and embedded chips to the automotive, industrial, consumer electronics, and communications industries. It manufactures its analog chips at its own foundries and outsources some of its embedded chips to overseas foundries.</p><p>Over the past few years, Texas Instruments has been upgrading its own plants from 200mm to 300mm wafers to reduce the costs of its unpackaged parts by roughly 40%. That strategy enabled it to consistently expand its gross margins.</p><p>But earlier this year, it announced that it would increase its capital expenditures to about $3.5 billion annually -- a mid-teens percentage of its projected revenues -- over the next four years to upgrade its plants. It also plans to keep that spending elevated at about 10% of its revenues from 2025 to 2030.</p><p>Texas Instruments can easily handle that spending boost, but it could change the public perception of the chipmaker as a shareholder-friendly company that regularly returns all of its free cash flow to investors through buybacks and dividends. The CHIPS Act might help it mitigate that spending pressure.</p><h2>Not all chipmakers will benefit from the CHIPS Act</h2><p>Shares of Intel, TSMC, and Texas Instruments will likely rally if the CHIPS Act is finally approved, as will shares of other American integrated device manufacturers like <b>Micron Technology</b> or <b>Skyworks Solutions</b>.</p><p>However, fabless chipmakers like Nvidia, AMD, and Qualcomm probably won&#39;t see much of a boost, since they&#39;re still dependent on big Asian foundries like TSMC and <b>Samsung</b>. The CHIPS Act won&#39;t be a magic bullet for the U.S. semiconductor industry, but it could convince more chipmakers to build first-party fabrication plants domestically again.</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>The CHIPS Act Could Boost These 3 Semiconductor Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe CHIPS Act Could Boost These 3 Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/21/chips-act-could-boost-these-semiconductor-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In June 2020, the Creating Helpful Incentives to Produce Semiconductors for America (CHIPS) Act was introduced in the House of Representatives by U.S. Rep. Michael McCaul (R-Texas). The act called for...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/21/chips-act-could-boost-these-semiconductor-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","TSM":"台积电","TXN":"德州仪器"},"source_url":"https://www.fool.com/investing/2022/07/21/chips-act-could-boost-these-semiconductor-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253749498","content_text":"In June 2020, the Creating Helpful Incentives to Produce Semiconductors for America (CHIPS) Act was introduced in the House of Representatives by U.S. Rep. Michael McCaul (R-Texas). The act called for the U.S. to boost its subsidies for domestic chipmakers to address the global chip shortage, reduce the country's dependence on Asian chip foundries, and stay ahead of China in the semiconductor race.The CHIPS Act would provide $52 billion in subsidies and tax breaks for domestic chipmakers. But more than two years later, it still hasn't passed Congress. The Senate recently cleared the way toward a final vote on the bill next week, but some Republicans are still reportedly reluctant to approve those high subsidies. Some chipmakers have also pointed out that the act favors integrated device manufacturers, which produce their own chips, over \"fabless\" chipmakers, which outsource manufacturing to third-party foundries.All that noise can make it difficult to figure out exactly which chipmakers would benefit from the passage of the CHIPS Act. So today, I'll highlight three chip stocks that could rally the most if it's approved.1. IntelIntel is an integrated device manufacturer that still produces most of its chips, but over the past decade, it fell behind Taiwan Semiconductor Manufacturing(also known as TSMC) in the \"process race\" to create smaller and denser chips. Intel lost its crown as it struggled with R&D blunders, manufacturing mishaps, chip shortages, and delays. TSMC also started installing ASML Holding's top-tier extreme ultraviolet (EUV) lithography systems -- which etch circuit patterns into the world's most advanced chips -- long before Intel did.As a result, Intel is now approximately one to two chip generations behind TSMC. TSMC plans to boost its capital expenditures from 2021's $30 billion to a historic high of $40 billion in 2022 to maintain that lead. Intel can only afford to increase its capital expenditures to $27 billion this year -- yet it claims it can catch up to TSMC in the process race by 2025.That's why Intel has been aggressively lobbying for the approval of the CHIPS Act. As the country's largest chipmaker, it believes it can secure a large portion of those subsidies, allowing it to close its spending gap with TSMC. It also plans to open up its domestic foundries to fabless chipmakers, which could help it challenge TSMC in the third-party contract chipmaking market.2. Taiwan Semiconductor ManufacturingAt first glance, the CHIPS Act seems aimed at reducing the dependence of fabless chipmakers like Advanced Micro Devices, Nvidia, and Qualcomm on TSMC and other Asian foundries.However, the U.S. has also been courting TSMC with subsidies to convince it to open more stateside foundries. Back in 2020, Washington subsidized the construction of TSMC's $12 billion plant in Arizona for the production of its 5nm chips -- which are less advanced than the chips it makes in Taiwan, but far more advanced than the older-generation chips it manufactures in China.Intel CEO Pat Gelsinger loudly protested that decision, but the CHIPS Act would likely free up more subsidies for TSMC's Arizona plant and other foundries it might open in the future. If TSMC builds additional plants in the U.S., it could conceivably snuff out Intel's plans of becoming a major third-party contract chipmaker.3. Texas InstrumentsTexas Instruments provides a wide range of analog and embedded chips to the automotive, industrial, consumer electronics, and communications industries. It manufactures its analog chips at its own foundries and outsources some of its embedded chips to overseas foundries.Over the past few years, Texas Instruments has been upgrading its own plants from 200mm to 300mm wafers to reduce the costs of its unpackaged parts by roughly 40%. That strategy enabled it to consistently expand its gross margins.But earlier this year, it announced that it would increase its capital expenditures to about $3.5 billion annually -- a mid-teens percentage of its projected revenues -- over the next four years to upgrade its plants. It also plans to keep that spending elevated at about 10% of its revenues from 2025 to 2030.Texas Instruments can easily handle that spending boost, but it could change the public perception of the chipmaker as a shareholder-friendly company that regularly returns all of its free cash flow to investors through buybacks and dividends. The CHIPS Act might help it mitigate that spending pressure.Not all chipmakers will benefit from the CHIPS ActShares of Intel, TSMC, and Texas Instruments will likely rally if the CHIPS Act is finally approved, as will shares of other American integrated device manufacturers like Micron Technology or Skyworks Solutions.However, fabless chipmakers like Nvidia, AMD, and Qualcomm probably won't see much of a boost, since they're still dependent on big Asian foundries like TSMC and Samsung. The CHIPS Act won't be a magic bullet for the U.S. semiconductor industry, but it could convince more chipmakers to build first-party fabrication plants domestically again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074053327,"gmtCreate":1658277285569,"gmtModify":1676536132648,"author":{"id":"4105508183426640","authorId":"4105508183426640","name":"katang_sunse","avatar":"https://community-static.tradeup.com/news/f730004f590af4db103e4a70cbd6d06b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105508183426640","authorIdStr":"4105508183426640"},"themes":[],"htmlText":"hope it goes well","listText":"hope it goes well","text":"hope it goes well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074053327","repostId":"2252827277","repostType":4,"repost":{"id":"2252827277","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":1658273495,"share":"https://ttm.financial/m/news/2252827277?lang=&edition=fundamental","pubTime":"2022-07-20 07:31","market":"us","language":"en","title":"GlobalFoundries CEO: New York Chip Factory Likely Delayed If U.S. Subsidy Bill Fails","url":"https://stock-news.laohu8.com/highlight/detail?id=2252827277","media":"Reuters","summary":"A planned semiconductor factory in upstate New York will likely be delayed if a bill to bolster the ","content":"<html><head></head><body><p>A planned semiconductor factory in upstate New York will likely be delayed if a bill to bolster the U.S. computer chip industry fails to pass in the coming weeks, the chief executive of GlobalFoundries Inc told Reuters on Tuesday.</p><p>The U.S. Senate is due to vote later on Tuesday on a slimmed-down version of legislation to provide $52 billion in subsidies and tax credits for the industry more than a year after passing its first version of a bill.</p><p>The bill would provide payments to companies like Intel Corp, Samsung Electronics Co Ltd, Taiwan Semiconductor Manufacturing Co and GlobalFoundries to construct chip factories in the United States.</p><p>Last year, GlobalFoundries, which makes chips for the U.S. military and other customers, said it would build a second factory at its headquarters in Malta, New York. GlobalFoundries has not given a price tag or timeline for the new plant, but Chief Executive Tom Caulfield said the project will take much longer without U.S. subsidies.</p><p>&#34;To do it sooner rather than later, we would need government co-investment with us,&#34; Caulfield told Reuters in an interview. &#34;We have good free cash flow generation, but we&#39;d have to build up the balance sheet to go make those investments.&#34;</p><p>By contrast, GlobalFoundries moved forward earlier this month with a plan to build a $5.7 billion factory in France in cooperation with STMicroelectronics that will be fully operational in 2026.</p><p>Caulfield said talks for that plant began just before the start of this year and came together in about six months because the French government moved quickly with subsidies.</p><p>If U.S. subsidies had passed last year when first attempted, GlobalFoundries might have pressed forward with the New York plant sooner, but instead has turned its attention to France and expanding a Singapore factory, he said.</p><p>&#34;We might have had to defer something in France to later because we wouldn&#39;t have had the bandwidth to do three things at once. But we didn&#39;t have an option in the U.S., and we had an option in France,&#34; Caulfield said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GlobalFoundries CEO: New York Chip Factory Likely Delayed If U.S. Subsidy Bill Fails</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\">\nGlobalFoundries CEO: New York Chip Factory Likely Delayed If U.S. Subsidy Bill Fails\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\">2022-07-20 07:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A planned semiconductor factory in upstate New York will likely be delayed if a bill to bolster the U.S. computer chip industry fails to pass in the coming weeks, the chief executive of GlobalFoundries Inc told Reuters on Tuesday.</p><p>The U.S. Senate is due to vote later on Tuesday on a slimmed-down version of legislation to provide $52 billion in subsidies and tax credits for the industry more than a year after passing its first version of a bill.</p><p>The bill would provide payments to companies like Intel Corp, Samsung Electronics Co Ltd, Taiwan Semiconductor Manufacturing Co and GlobalFoundries to construct chip factories in the United States.</p><p>Last year, GlobalFoundries, which makes chips for the U.S. military and other customers, said it would build a second factory at its headquarters in Malta, New York. GlobalFoundries has not given a price tag or timeline for the new plant, but Chief Executive Tom Caulfield said the project will take much longer without U.S. subsidies.</p><p>&#34;To do it sooner rather than later, we would need government co-investment with us,&#34; Caulfield told Reuters in an interview. &#34;We have good free cash flow generation, but we&#39;d have to build up the balance sheet to go make those investments.&#34;</p><p>By contrast, GlobalFoundries moved forward earlier this month with a plan to build a $5.7 billion factory in France in cooperation with STMicroelectronics that will be fully operational in 2026.</p><p>Caulfield said talks for that plant began just before the start of this year and came together in about six months because the French government moved quickly with subsidies.</p><p>If U.S. subsidies had passed last year when first attempted, GlobalFoundries might have pressed forward with the New York plant sooner, but instead has turned its attention to France and expanding a Singapore factory, he said.</p><p>&#34;We might have had to defer something in France to later because we wouldn&#39;t have had the bandwidth to do three things at once. But we didn&#39;t have an option in the U.S., and we had an option in France,&#34; Caulfield said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252827277","content_text":"A planned semiconductor factory in upstate New York will likely be delayed if a bill to bolster the U.S. computer chip industry fails to pass in the coming weeks, the chief executive of GlobalFoundries Inc told Reuters on Tuesday.The U.S. Senate is due to vote later on Tuesday on a slimmed-down version of legislation to provide $52 billion in subsidies and tax credits for the industry more than a year after passing its first version of a bill.The bill would provide payments to companies like Intel Corp, Samsung Electronics Co Ltd, Taiwan Semiconductor Manufacturing Co and GlobalFoundries to construct chip factories in the United States.Last year, GlobalFoundries, which makes chips for the U.S. military and other customers, said it would build a second factory at its headquarters in Malta, New York. GlobalFoundries has not given a price tag or timeline for the new plant, but Chief Executive Tom Caulfield said the project will take much longer without U.S. subsidies.\"To do it sooner rather than later, we would need government co-investment with us,\" Caulfield told Reuters in an interview. \"We have good free cash flow generation, but we'd have to build up the balance sheet to go make those investments.\"By contrast, GlobalFoundries moved forward earlier this month with a plan to build a $5.7 billion factory in France in cooperation with STMicroelectronics that will be fully operational in 2026.Caulfield said talks for that plant began just before the start of this year and came together in about six months because the French government moved quickly with subsidies.If U.S. subsidies had passed last year when first attempted, GlobalFoundries might have pressed forward with the New York plant sooner, but instead has turned its attention to France and expanding a Singapore factory, he said.\"We might have had to defer something in France to later because we wouldn't have had the bandwidth to do three things at once. But we didn't have an option in the U.S., and we had an option in France,\" Caulfield said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}