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2022-06-24

give me one

TSLA Stock News: Get Ready for the Cybertruck in 2023

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wow

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why decrease price

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Lo

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me one","listText":"give me one","text":"give me one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041117158","repostId":"1165697120","repostType":4,"repost":{"id":"1165697120","kind":"news","pubTimestamp":1656027157,"share":"https://ttm.financial/m/news/1165697120?lang=&edition=fundamental","pubTime":"2022-06-24 07:32","market":"us","language":"en","title":"TSLA Stock News: Get Ready for the Cybertruck in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1165697120","media":"InvestorPlace","summary":"Tesla(TSLA) CEO Elon Musk said that the firm's Cybertruck would be produced beginning in mid-2023.Th","content":"<html><head></head><body><ul><li><b>Tesla</b>(<b><u>TSLA</u></b>) CEO Elon Musk said that the firm&#39;s Cybertruck would be produced beginning in mid-2023.</li><li>The Cybertruck&#39;s timeline has been reportedly delayed previously.</li><li>Tesla was facing major supply problems at the end of May, Musk reported.</li></ul><p><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) stock is on many investors’ minds today after the automaker’s very well-known CEO, Elon Musk, said that it had chosen a final design for its upcoming Cybertruck. Moreover, according to Musk, the truck will be produced starting in the middle of next year.</p><p>On a negative note, however, the CEO warned that two of the company’s major factories were burning billions of dollars due to supply-chain issues.</p><p><b>TSLA Stock: The Cybertruck’s Latest Timeline</b></p><p>The electric vehicle’s (EV) timeline has been postponed at least four times since Tesla introduced the concept in 2019. According to<i>Elektrek:</i>“A significant part of the delay has been attributed to Tesla updating the design of the Cybertruck on several occasions.” As a result, Musk’s statement about the truck’s design being “locked” should be viewed as good news for TSLA stock owners.</p><p>Importantly, however, the Cybertruck, even if it’s released next year, will face a significant amount of competition. Among the automakers that have already launched electric trucks are<b>Ford</b>(NYSE:<b><u>F</u></b>), <b>General Motors</b>(NYSE:<b><u>GM</u></b>), and <b>Nikola</b>(NASDAQ:<b><u>NKLA</u></b>).</p><p><b>Tesla’s Factories Are Hemorrhaging Money</b></p><p>On the other hand, Musk said, in a segment of an interview conducted in late May but released yesterday, that supply-chain issues, not competition, are the automaker’s major concern. He explained that two of the automaker’s recently launched factories  are “losing billions of dollars.”</p><p>The company’s plant in Texas was only manufacturing a small “number of cars… partly because some components for its batteries were ‘stuck’ at a Chinese port,” Musk stated. The German plant was also being hurt by supply-chain bottlenecks. The CEO added that Tesla was having a very difficult time coping with anti-coronavirus measures that were implemented in Shanghai.</p><p>On the positive side, however, Musk said he expected the problems to be resolved very quickly.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock News: Get Ready for the Cybertruck in 2023</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\">\nTSLA Stock News: Get Ready for the Cybertruck in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 07:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/tsla-stock-news-get-ready-for-the-cybertruck-in-2023/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla(TSLA) CEO Elon Musk said that the firm's Cybertruck would be produced beginning in mid-2023.The Cybertruck's timeline has been reportedly delayed previously.Tesla was facing major supply ...</p>\n\n<a href=\"https://investorplace.com/2022/06/tsla-stock-news-get-ready-for-the-cybertruck-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/06/tsla-stock-news-get-ready-for-the-cybertruck-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165697120","content_text":"Tesla(TSLA) CEO Elon Musk said that the firm's Cybertruck would be produced beginning in mid-2023.The Cybertruck's timeline has been reportedly delayed previously.Tesla was facing major supply problems at the end of May, Musk reported.Tesla(NASDAQ:TSLA) stock is on many investors’ minds today after the automaker’s very well-known CEO, Elon Musk, said that it had chosen a final design for its upcoming Cybertruck. Moreover, according to Musk, the truck will be produced starting in the middle of next year.On a negative note, however, the CEO warned that two of the company’s major factories were burning billions of dollars due to supply-chain issues.TSLA Stock: The Cybertruck’s Latest TimelineThe electric vehicle’s (EV) timeline has been postponed at least four times since Tesla introduced the concept in 2019. According toElektrek:“A significant part of the delay has been attributed to Tesla updating the design of the Cybertruck on several occasions.” As a result, Musk’s statement about the truck’s design being “locked” should be viewed as good news for TSLA stock owners.Importantly, however, the Cybertruck, even if it’s released next year, will face a significant amount of competition. Among the automakers that have already launched electric trucks areFord(NYSE:F), General Motors(NYSE:GM), and Nikola(NASDAQ:NKLA).Tesla’s Factories Are Hemorrhaging MoneyOn the other hand, Musk said, in a segment of an interview conducted in late May but released yesterday, that supply-chain issues, not competition, are the automaker’s major concern. He explained that two of the automaker’s recently launched factories  are “losing billions of dollars.”The company’s plant in Texas was only manufacturing a small “number of cars… partly because some components for its batteries were ‘stuck’ at a Chinese port,” Musk stated. The German plant was also being hurt by supply-chain bottlenecks. The CEO added that Tesla was having a very difficult time coping with anti-coronavirus measures that were implemented in Shanghai.On the positive side, however, Musk said he expected the problems to be resolved very quickly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041115093,"gmtCreate":1656027216912,"gmtModify":1676535751884,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041115093","repostId":"1103591580","repostType":4,"repost":{"id":"1103591580","kind":"news","pubTimestamp":1656025427,"share":"https://ttm.financial/m/news/1103591580?lang=&edition=fundamental","pubTime":"2022-06-24 07:03","market":"us","language":"en","title":"Wall Street Posts Solid Gains, As Defensives, Tech Shine","url":"https://stock-news.laohu8.com/highlight/detail?id=1103591580","media":"StreetInsider","summary":"Wall Street's main indexes posted solid gains on Thursday, fueled by strong performance from defensi","content":"<html><head></head><body><p>Wall Street&#39;s main indexes posted solid gains on Thursday, fueled by strong performance from defensive and tech shares that outweighed declines for economically sensitive groups as worries persisted about a potential recession.</p><p>The benchmark S&amp;P 500 swung between positive and negative during the session, but stocks picked up steam heading into the market&#39;s close. Benchmark U.S. Treasury yields fell to two-week lows, supporting tech and other rate-sensitive growth stocks.</p><p>Trading has remained volatile in the wake of the S&amp;P 500 last week logging its biggest weekly percentage drop since March 2020. Investors are weighing how far stocks could fall after the index earlier this month fell over 20% from its January all-time high, confirming the common definition of a bear market.</p><p>“There is a tremendous amount of uncertainty about the outlook and so the market is confused,” said Walter Todd, chief investment officer at Greenwood Capital in South Carolina.</p><p>The Dow Jones Industrial Average rose 194.23 points, or 0.64%, to 30,677.36, the S&amp;P 500 gained 35.84 points, or 0.95%, to 3,795.73 and the Nasdaq Composite added 179.11 points, or 1.62%, to 11,232.19.</p><p>In his second day of testifying before Congress, U.S. central bank chief Jerome Powell said the Fed&#39;s commitment to reining in 40-year-high inflation is &#34;unconditional&#34; but also comes with the risk of higher unemployment.</p><p>U.S. business activity slowed considerably in June as high inflation and declining consumer confidence dampened demand across the board, a survey on Thursday showed.</p><p>“The Fed wants to see things start to slow and the data is starting to reflect that,” said James Ragan, director of wealth management research atD.A. Davidson.</p><p>Citigroup analysts are forecasting a near 50% probability of a global recession.</p><p>“Economic growth is slowing. Is it going to slow enough to go into a recession, that’s the big question,” Ragan said.</p><p>Defensive groups considered safer bets in rocky economic times were the top-performing S&amp;P 500 sectors. Among them, utilities gained 2.4%, healthcare rose 2.2% and real estate added 2%.</p><p>The heavyweight tech sector rose 1.4%, with Microsoft gaining 2.3% and Apple up 2.2%.</p><p>The energy sector slumped 3.8%, continuing its recent pullback after soundly outperforming the market for most of 2022. Declines in Exxon Mobil and Chevron were the biggest individual drags on the S&amp;P 500, with Exxon dropping 3% and Chevron falling 3.7%.</p><p>Other economically sensitive sectors also fell. Materials lost 1.4%, while industrials and financials dipped about 0.5% each.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.41-to-1 ratio; on Nasdaq, a 1.67-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted one new 52-week high and 40 new lows; the Nasdaq Composite recorded 32 new highs and 194 new lows.</p><p>About 12.4 billion shares changed hands in U.S. exchanges, compared with the 12.5 billion daily average over the last 20 sessions.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Posts Solid Gains, As Defensives, Tech Shine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Posts Solid Gains, As Defensives, Tech Shine\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 07:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/Market+Check/Wall+Street+posts+solid+gains%2C+as+defensives%2C+tech+shine/20245971.html><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street's main indexes posted solid gains on Thursday, fueled by strong performance from defensive and tech shares that outweighed declines for economically sensitive groups as worries persisted ...</p>\n\n<a href=\"https://www.streetinsider.com/Market+Check/Wall+Street+posts+solid+gains%2C+as+defensives%2C+tech+shine/20245971.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.streetinsider.com/Market+Check/Wall+Street+posts+solid+gains%2C+as+defensives%2C+tech+shine/20245971.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103591580","content_text":"Wall Street's main indexes posted solid gains on Thursday, fueled by strong performance from defensive and tech shares that outweighed declines for economically sensitive groups as worries persisted about a potential recession.The benchmark S&P 500 swung between positive and negative during the session, but stocks picked up steam heading into the market's close. Benchmark U.S. Treasury yields fell to two-week lows, supporting tech and other rate-sensitive growth stocks.Trading has remained volatile in the wake of the S&P 500 last week logging its biggest weekly percentage drop since March 2020. Investors are weighing how far stocks could fall after the index earlier this month fell over 20% from its January all-time high, confirming the common definition of a bear market.“There is a tremendous amount of uncertainty about the outlook and so the market is confused,” said Walter Todd, chief investment officer at Greenwood Capital in South Carolina.The Dow Jones Industrial Average rose 194.23 points, or 0.64%, to 30,677.36, the S&P 500 gained 35.84 points, or 0.95%, to 3,795.73 and the Nasdaq Composite added 179.11 points, or 1.62%, to 11,232.19.In his second day of testifying before Congress, U.S. central bank chief Jerome Powell said the Fed's commitment to reining in 40-year-high inflation is \"unconditional\" but also comes with the risk of higher unemployment.U.S. business activity slowed considerably in June as high inflation and declining consumer confidence dampened demand across the board, a survey on Thursday showed.“The Fed wants to see things start to slow and the data is starting to reflect that,” said James Ragan, director of wealth management research atD.A. Davidson.Citigroup analysts are forecasting a near 50% probability of a global recession.“Economic growth is slowing. Is it going to slow enough to go into a recession, that’s the big question,” Ragan said.Defensive groups considered safer bets in rocky economic times were the top-performing S&P 500 sectors. Among them, utilities gained 2.4%, healthcare rose 2.2% and real estate added 2%.The heavyweight tech sector rose 1.4%, with Microsoft gaining 2.3% and Apple up 2.2%.The energy sector slumped 3.8%, continuing its recent pullback after soundly outperforming the market for most of 2022. Declines in Exxon Mobil and Chevron were the biggest individual drags on the S&P 500, with Exxon dropping 3% and Chevron falling 3.7%.Other economically sensitive sectors also fell. Materials lost 1.4%, while industrials and financials dipped about 0.5% each.Advancing issues outnumbered declining ones on the NYSE by a 1.41-to-1 ratio; on Nasdaq, a 1.67-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and 40 new lows; the Nasdaq Composite recorded 32 new highs and 194 new lows.About 12.4 billion shares changed hands in U.S. exchanges, compared with the 12.5 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052956032,"gmtCreate":1655114128026,"gmtModify":1676535564100,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"why decrease price","listText":"why decrease price","text":"why decrease price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052956032","repostId":"1116831992","repostType":2,"repost":{"id":"1116831992","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":1655107305,"share":"https://ttm.financial/m/news/1116831992?lang=&edition=fundamental","pubTime":"2022-06-13 16:01","market":"us","language":"en","title":"Tesla Slid Over 2% in Premarket Trading After Filing for 3-for-1 Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=1116831992","media":"Tiger Newspress","summary":"Tesla slid over 2% in premarket trading after filing for3-for-1 stock split.Tesla filed for a 3-for-","content":"<html><head></head><body><p>Tesla slid over 2% in premarket trading after filing for3-for-1 stock split.</p><p><img src=\"https://static.tigerbbs.com/ec6569a165d7ba50e4f48330afa10f1b\" tg-width=\"769\" tg-height=\"564\" width=\"100%\" height=\"auto\"/></p><p>Tesla filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.</p><p>Moreover, Larry Ellison won&#39;t stand for re-election to the board, and the company will therefore reduce the board&#39;s composition to seven seats. Ellison and the board made that determination together in June, the company 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>Tesla Slid Over 2% in Premarket Trading After Filing for 3-for-1 Stock Split</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Slid Over 2% in Premarket Trading After Filing for 3-for-1 Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-13 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla slid over 2% in premarket trading after filing for3-for-1 stock split.</p><p><img src=\"https://static.tigerbbs.com/ec6569a165d7ba50e4f48330afa10f1b\" tg-width=\"769\" tg-height=\"564\" width=\"100%\" height=\"auto\"/></p><p>Tesla filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.</p><p>Moreover, Larry Ellison won&#39;t stand for re-election to the board, and the company will therefore reduce the board&#39;s composition to seven seats. Ellison and the board made that determination together in June, the company said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116831992","content_text":"Tesla slid over 2% in premarket trading after filing for3-for-1 stock split.Tesla filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.Moreover, Larry Ellison won't stand for re-election to the board, and the company will therefore reduce the board's composition to seven seats. Ellison and the board made that determination together in June, the company said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058814574,"gmtCreate":1654821001898,"gmtModify":1676535516368,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Lo","listText":"Lo","text":"Lo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058814574","repostId":"2242366450","repostType":4,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058815664,"gmtCreate":1654820931958,"gmtModify":1676535516398,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Rip","listText":"Rip","text":"Rip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058815664","repostId":"1119734148","repostType":4,"repost":{"id":"1119734148","kind":"news","pubTimestamp":1654819387,"share":"https://ttm.financial/m/news/1119734148?lang=&edition=fundamental","pubTime":"2022-06-10 08:03","market":"sg","language":"en","title":"More Pain Predicted For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1119734148","media":"rtt news","summary":"The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points ","content":"<html><head></head><body><p>The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points or 0.6 percent along the way. The Straits Times Index now rests just beneath the 3,210-point plateau and it&#39;s tipped to open under pressure again on Friday.</p><p>The global forecast for the Asian markets is soft on concerns for inflation and economic growth. The European and U.S. markets were firmly lower and the Asian bourses are tipped to open in similar fashion.</p><p>The STI finished modestly lower on Thursday following losses from the financial shares and the property stocks.</p><p>For the day, the index slipped 16.18 points or 0.50 percent to finish at 3,209.62 after trading between 3,198.38 and 3,225.26. Volume was 1.9 billion shares worth 1.3 billion Singapore dollars. There were 254 decliners and 210 gainers.</p><p>Among the actives, Ascendas REIT gained 0.35 percent, while CapitaLand Integrated Commercial Trust shed 0.44 percent, CapitaLand Investment rose 0.26 percent, DBS Group slumped 0.49 percent, Hongkong Land plummeted 5.47 percent, Keppel Corp added 0.58 percent, Mapletree Logistics Trust advanced 0.59 percent, Oversea-Chinese Banking Corporation declined 1.09 percent, SembCorp Industries jumped 1.44 percent, Singapore Exchange eased 0.10 percent, Singapore Technologies Engineering lost 0.24 percent, SingTel fell 0.39 percent, Thai Beverage and Fraser Logistics both retreated 0.74 percent, United Overseas Bank tumbled 1.23 percent, Wilmar International perked 0.24 percent, Yangzijiang Financial plunged 2.86 percent and Yangzijiang Shipbuilding, Genting Singapore, City Developments, Comfort DelGro, Mapletree Commercial Trust, Mapletree Industrial Trust and SATS were unchanged.</p><p>The lead from Wall Street broadly negative as the major averages opened slightly lower on Thursday but the losses accelerated sharply in the final hour of trade, sending them deep into the red at the finish.</p><p>The Dow plunged 638.11 points or 1.94 percent to finish at 32,272.79, while the NASDAQ plummeted 332.04 points or 2.75 percent to end at 11,754.23 and the S&amp;P 500 sank 97.95 points or 2.38 percent to close at 4,017.82.</p><p>The sell-off on Wall Street came as traders looked ahead to the release of a Labor Department report on consumer price inflation later today. The report is expected to show that consumer prices increased by 0.7 percent in May after rising by 0.3 percent in April.</p><p>The inflation data could have an impact on the outlook for monetary policy ahead of the Federal Reserve&#39;s decision on interest rates next Wednesday.</p><p>On the economic front, a report released by the Labor Department showed first-time claims for U.S. unemployment benefits rose by more than expected in the week ended June 4th.</p><p>Crude oil prices drifted lower on Thursday as demand concerns resurfaced following authorities in Shanghai imposing new Covid-related restrictions. West Texas Intermediate Crude oil futures for July ended down by $0.60 or 0.5 percent at $121.51 a barrel.</p></body></html>","source":"lsy1637539882596","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>More Pain Predicted For Singapore Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMore Pain Predicted For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-10 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3289793/more-pain-predicted-for-singapore-stock-market.aspx?type=acom><strong>rtt news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points or 0.6 percent along the way. The Straits Times Index now rests just beneath the 3,210-point plateau...</p>\n\n<a href=\"https://www.rttnews.com/3289793/more-pain-predicted-for-singapore-stock-market.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3289793/more-pain-predicted-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119734148","content_text":"The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points or 0.6 percent along the way. The Straits Times Index now rests just beneath the 3,210-point plateau and it's tipped to open under pressure again on Friday.The global forecast for the Asian markets is soft on concerns for inflation and economic growth. The European and U.S. markets were firmly lower and the Asian bourses are tipped to open in similar fashion.The STI finished modestly lower on Thursday following losses from the financial shares and the property stocks.For the day, the index slipped 16.18 points or 0.50 percent to finish at 3,209.62 after trading between 3,198.38 and 3,225.26. Volume was 1.9 billion shares worth 1.3 billion Singapore dollars. There were 254 decliners and 210 gainers.Among the actives, Ascendas REIT gained 0.35 percent, while CapitaLand Integrated Commercial Trust shed 0.44 percent, CapitaLand Investment rose 0.26 percent, DBS Group slumped 0.49 percent, Hongkong Land plummeted 5.47 percent, Keppel Corp added 0.58 percent, Mapletree Logistics Trust advanced 0.59 percent, Oversea-Chinese Banking Corporation declined 1.09 percent, SembCorp Industries jumped 1.44 percent, Singapore Exchange eased 0.10 percent, Singapore Technologies Engineering lost 0.24 percent, SingTel fell 0.39 percent, Thai Beverage and Fraser Logistics both retreated 0.74 percent, United Overseas Bank tumbled 1.23 percent, Wilmar International perked 0.24 percent, Yangzijiang Financial plunged 2.86 percent and Yangzijiang Shipbuilding, Genting Singapore, City Developments, Comfort DelGro, Mapletree Commercial Trust, Mapletree Industrial Trust and SATS were unchanged.The lead from Wall Street broadly negative as the major averages opened slightly lower on Thursday but the losses accelerated sharply in the final hour of trade, sending them deep into the red at the finish.The Dow plunged 638.11 points or 1.94 percent to finish at 32,272.79, while the NASDAQ plummeted 332.04 points or 2.75 percent to end at 11,754.23 and the S&P 500 sank 97.95 points or 2.38 percent to close at 4,017.82.The sell-off on Wall Street came as traders looked ahead to the release of a Labor Department report on consumer price inflation later today. The report is expected to show that consumer prices increased by 0.7 percent in May after rising by 0.3 percent in April.The inflation data could have an impact on the outlook for monetary policy ahead of the Federal Reserve's decision on interest rates next Wednesday.On the economic front, a report released by the Labor Department showed first-time claims for U.S. unemployment benefits rose by more than expected in the week ended June 4th.Crude oil prices drifted lower on Thursday as demand concerns resurfaced following authorities in Shanghai imposing new Covid-related restrictions. West Texas Intermediate Crude oil futures for July ended down by $0.60 or 0.5 percent at $121.51 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051589233,"gmtCreate":1654727789822,"gmtModify":1676535496949,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Nc","listText":"Nc","text":"Nc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051589233","repostId":"1141902851","repostType":4,"repost":{"id":"1141902851","kind":"news","pubTimestamp":1654701592,"share":"https://ttm.financial/m/news/1141902851?lang=&edition=fundamental","pubTime":"2022-06-08 23:19","market":"us","language":"en","title":"3 Top-Quality Growth Stocks To Buy Now And Hold For The Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=1141902851","media":"Seeking Alpha","summary":"SummaryThe market has punished growth stocks very hard, but it often pays to go against the herd at ","content":"<html><head></head><body><p>Summary</p><ul><li>The market has punished growth stocks very hard, but it often pays to go against the herd at such times.</li><li>Focusing on profitability and valuation is more important in such an environment, but you should do that properly for growth stocks.</li><li><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a> has a FCF margin of 27% and continues to grow fast. While its valuation looks expensive, looking forward, it&#39;s not outrageous.</li><li><a href=\"https://laohu8.com/S/DDOG\">Datadog</a> has a FCF margin of 34% and is similar to CrowdStrike. It can definitely grow into its valuation fast.</li><li>Maybe somewhat more surprising to some readers, <a href=\"https://laohu8.com/S/ROKU\">Roku</a> has a FCF margin of 15%, even with the supply-chain issues. It&#39;s the CTV leader in the US, Canada, Mexico and Latam and is already cheap now.</li></ul><p>Introduction</p><p>When the markets turn, you often see a lot of investors following the herd but it often pays to do exactly the opposite, although that may feel very uncomfortable over the short term. There is a lot of negativity out there, about themarkets in general and the economy.</p><p>Many already are fully convinced that we are heading for a recession. While this is possible, up to now, there are no signs yet. The Fed&#39;s Beige Book last week showed that 8 of the 12 Districts expect slowing growth in the future but at the moment, but just 3 thought there would be a recession coming. But all 12 still see growth right now. If a recession is not coming, we will see a great upswing in stock prices. But even if there will be a recession, a lot of that has already priced in. If it&#39;s a severe recession, there could of course be more downside, that&#39;s for sure, but that&#39;s also why I always scale in slowly over time, over years.</p><p>Because the markets (and interest rates) have changed, I think it&#39;s important to emphasize profitability more now. But, of course, we still look at the future and that&#39;s why you may be surprised that I still pick some &#34;expensive&#34; stocks. You&#39;ll see my reasoning, though.</p><p><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></p><p>CrowdStrike (CRWD) is a cybersecurity company that works through a cloud platform. Its competitive advantage is that it has a lightweight agent that makes sure your computer (or any other endpoint) doesn&#39;t slow down and you don&#39;t even have to reboot for installation or updates. It expands its Falcon platform very fast with new products and as a result, its dollar-based net retention rate is very high at more than 120% in every quarter since its IPO.</p><p>There is sometimes confusion between dollar-based net retention and dollar-based net expansion, therefore a fast explanation. You take your full set of customers at the end of Q1 2021 and you see what they spend. Let&#39;s say $100M to make it easy. With a dollar-based net retention rate, DBNRR, you measure how much the same customers spend right now, including customers that went away or went belly-up.</p><p>For a DBNRR of 120%, your customers have to spend 20% more than they did last year, even if you include the ones that are not customers anymore. For dollar-based net<i>expansion</i>rate, you only count the dollar amount of those who staid as customers. Net expansion rates make sense for companies where there are a lot of temporary customers, like political campaigners using Twilio (TWLO), for example. With net expansion numbers, you can have 120% and still see negative revenue growth and that&#39;s why DBNRR numbers are much clearer and it&#39;s so impressive that CrowdStrike has been seeing such high numbers.</p><p>The stock had held up pretty well even during this growth crash, as it&#39;s a fantastic company. But right now, it&#39;s down 42% from its highs, after being down more than 50% a few weeks ago.</p><p>Could the stock drop more? Of course, that&#39;s always possible. It still trades at a forward PS ratio (price to sales) of 15. In this environment, that is a premium. But unlike a lot of other companies, it&#39;s highly profitable. It had a Free Cash Flow of $604.3M in the trailing twelve months.</p><p>With a current market cap of almost $40B, that means that CrowdStrike still trades at a price to free cash flow level of about 65 times. Not cheap, of course, but you have to look at the company&#39;s growth profile here.</p><p>What I mean is that CrowdStrike had a free-cash-flow margin of 37% over the trailing twelve months. So I think the company can generate stable FCF of around 35% to 40%.</p><p>Looking at the earnings estimates for the next five years, you see that CrowdStrike is estimated to have $6.65B of revenue in 2026 (reporting in January 2027).</p><p><img src=\"https://static.tigerbbs.com/6f9f068c6fed5fb8d367341eb391627c\" tg-width=\"640\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/>With the company constantly beating the earnings, I think it&#39;s safe to say that it will be higher. Take $7B (and even that is still conservative). That would mean FCF between $2.5B and $2.8B. The 5-year P/FCF looks to be in the range of 10.7 and 12 then, and that for a company expected to grow for much longer at high speed.</p><p>If you want to put that in perspective, PepsiCo (PEP), a stable stalwart, had $6.3B of FCF on total revenue of $79.5B last year. That&#39;s an FCF margin of 8%. It trades at an estimated 2026 FCF multiple of around 30 times, much higher than CrowdStrike.</p><p>Which stock is expensive for long-term investors, then? Pepsi is just a random example that I took and I have nothing against the company. There are also dividends and buybacks involved, but I think that this shows you the context that what can look expensive by one metric (PS ratio) doesn&#39;t necessarily mean it is expensive for long-term investors.</p><p><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></p><p>Datadog (DDOG) is an observability platform. The software and hardware systems of companies become much more complex and you have to know exactly where something goes wrong or it&#39;s not 100% efficient. You could call what Datadog does Monitoring-as-a-Service. The company has innovated fast over the years. It started with infrastructure and the company added APM (app performance management) and logs, making it the first fully-functioning platform to unite these. It kept expanding its offerings with User Experience Monitoring and Security.</p><p><img src=\"https://static.tigerbbs.com/5628150f152a4438ce42d101a4e07106\" tg-width=\"640\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/>Datadog is also very free-cash-flow positive. In the trailing twelve months, it had $347.8M of FCF.</p><p>And the numbers are growing fast. These are the four last quarters:</p><p><img src=\"https://static.tigerbbs.com/ec20e9c931f682f5a4295baf9f981a8a\" tg-width=\"587\" tg-height=\"34\" referrerpolicy=\"no-referrer\"/>In the last quarter, Datadog had $363M in revenue. $126.3M divided by $363M means that Datadog has an FCF margin of 35%.</p><p>The consensus estimate for 2026 revenue is $5.56B.<img src=\"https://static.tigerbbs.com/e263e219b0065b9a38112ae581660db1\" tg-width=\"623\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>With Datadog&#39;s outperformance, I think $6B is definitely possible. If you take an FCF margin of 40% there, you get $2.4B. With a current market cap of around $27B, this means that the stock is trading at a 2026 FCF multiple estimates of around 11. I&#39;m a buyer here.</p><p><a href=\"https://laohu8.com/S/ROKU\">Roku</a></p><p>I&#39;m sure several readers will be surprised to see Roku (ROKU) here. Many have already given up on Roku, and I have heard so much negativity, including that it&#39;s a &#39;money-losing&#39; company. Google (GOOGL) (GOOG) would crush Roku! Well, it didn&#39;t. Google and Roku made a deal about both YouTube TV and YouTube in Q4 2021. Amazon (AMZN) would crush it! Well, it didn&#39;t. Amazon and Roku made a new deal about Amazon Prime and IMDb TV a few weeks ago.</p><p>Roku is much more powerful than most investors realize. You can&#39;t just ignore such a huge part of the American households. But in the meantime, the stock is down more than 80%, as if it&#39;s a failing company.</p><p>On top of that, Roku is now the #1 streaming platform in Canada andin Mexicoand it hasovertakenSamsung as the #1 in Latin America.</p><p><img src=\"https://static.tigerbbs.com/9990a5f49f8ba33d63936a98453cd85c\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/>52% of Americans that have CTV are on the Roku platform, according toe-marketerand that number keeps growing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bf9a98d068c5dc455efb9a228bf7eba\" tg-width=\"510\" tg-height=\"475\" referrerpolicy=\"no-referrer\"/><span>e-marketer</span></p><p>Amazon&#39;s Fire has a market share of 45% and Apple TV (AAPL) 13%. Yes, that&#39;s above 100% because quite a lot of people own several devices. When you look at streaming hours, Roku has 42% of the American market, while the number 2, Amazon Fire, only has 18%, so that&#39;s a big difference there.</p><p>I think a lot of people misjudge Roku, especially with how Netflix (NFLX) is struggling. But for Roku, it doesn&#39;t matter which content provider wins. Even more, now that Netflix considers having an ad-supported option, Roku could benefit from its former mother company. On top of that, Roku makes its own content or buys it for The Roku Channel, which it can monetize. Roku has shown that it can do this on the cheap. It acquired the bankrupt Quibi for what was rumored to be less than $100M. If that is true, they have probably made that money back very fast and then some.</p><p>In the trailing twelve months, Roku had an FCF of $403.2M.</p><p>With a current market cap of $12B, Roku trades at only 29.5 times its TTM FCF. With total sales of $2.9B in the same period, Roku has FCF margins of around 14%. These are the revenue estimates for the next few years:</p><p><img src=\"https://static.tigerbbs.com/b90b9e1ae3e8398abc85c6ffd2a69d2b\" tg-width=\"482\" tg-height=\"159\" referrerpolicy=\"no-referrer\"/></p><p>Let&#39;s be conservative and take $7.6B indeed, because Roku suffers from supply chain issues that probably won&#39;t be solved soon. Let&#39;s take a conservative 15% FCF margin for 2026 on that revenue. That&#39;s conservative because Roku gets 14% now under these very challenging circumstances. That means $1.15B in FCF for 2026 or just 10 times its current market cap.</p><p>Yes, there are supply chain issues right now for Roku, but there&#39;s also still a lot of potential for further growth..</p><h2>Conclusion</h2><p>Again, I want to stress that I&#39;m not a market timer and I scale in very slowly. Yes, these stocks can always drop more, no matter how much they have fallen already. I invest money every two weeks and I have ramped up that biweekly contribution recently. This environment is precisely when dollar-cost averaging can be at its most powerful!</p><p>Of course, there have been a lot of bad companies that have been subsidized by easy money and now, when the tide goes out, we can see who was swimming naked, to paraphrase Warren Buffett. But companies that dominate their growing industries and are free-cash-flow positive while they also keep growing their revenue at a fast rate are of high quality.</p><p>In the meantime, keep growing!</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>3 Top-Quality Growth Stocks To Buy Now And Hold For The Long Term</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top-Quality Growth Stocks To Buy Now And Hold For The Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516922-3-top-quality-growth-stocks-to-buy-now-and-hold-for-long><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe market has punished growth stocks very hard, but it often pays to go against the herd at such times.Focusing on profitability and valuation is more important in such an environment, but you...</p>\n\n<a href=\"https://seekingalpha.com/article/4516922-3-top-quality-growth-stocks-to-buy-now-and-hold-for-long\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","ROKU":"Roku Inc","DDOG":"Datadog"},"source_url":"https://seekingalpha.com/article/4516922-3-top-quality-growth-stocks-to-buy-now-and-hold-for-long","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141902851","content_text":"SummaryThe market has punished growth stocks very hard, but it often pays to go against the herd at such times.Focusing on profitability and valuation is more important in such an environment, but you should do that properly for growth stocks.CrowdStrike has a FCF margin of 27% and continues to grow fast. While its valuation looks expensive, looking forward, it's not outrageous.Datadog has a FCF margin of 34% and is similar to CrowdStrike. It can definitely grow into its valuation fast.Maybe somewhat more surprising to some readers, Roku has a FCF margin of 15%, even with the supply-chain issues. It's the CTV leader in the US, Canada, Mexico and Latam and is already cheap now.IntroductionWhen the markets turn, you often see a lot of investors following the herd but it often pays to do exactly the opposite, although that may feel very uncomfortable over the short term. There is a lot of negativity out there, about themarkets in general and the economy.Many already are fully convinced that we are heading for a recession. While this is possible, up to now, there are no signs yet. The Fed's Beige Book last week showed that 8 of the 12 Districts expect slowing growth in the future but at the moment, but just 3 thought there would be a recession coming. But all 12 still see growth right now. If a recession is not coming, we will see a great upswing in stock prices. But even if there will be a recession, a lot of that has already priced in. If it's a severe recession, there could of course be more downside, that's for sure, but that's also why I always scale in slowly over time, over years.Because the markets (and interest rates) have changed, I think it's important to emphasize profitability more now. But, of course, we still look at the future and that's why you may be surprised that I still pick some \"expensive\" stocks. You'll see my reasoning, though.CrowdStrikeCrowdStrike (CRWD) is a cybersecurity company that works through a cloud platform. Its competitive advantage is that it has a lightweight agent that makes sure your computer (or any other endpoint) doesn't slow down and you don't even have to reboot for installation or updates. It expands its Falcon platform very fast with new products and as a result, its dollar-based net retention rate is very high at more than 120% in every quarter since its IPO.There is sometimes confusion between dollar-based net retention and dollar-based net expansion, therefore a fast explanation. You take your full set of customers at the end of Q1 2021 and you see what they spend. Let's say $100M to make it easy. With a dollar-based net retention rate, DBNRR, you measure how much the same customers spend right now, including customers that went away or went belly-up.For a DBNRR of 120%, your customers have to spend 20% more than they did last year, even if you include the ones that are not customers anymore. For dollar-based netexpansionrate, you only count the dollar amount of those who staid as customers. Net expansion rates make sense for companies where there are a lot of temporary customers, like political campaigners using Twilio (TWLO), for example. With net expansion numbers, you can have 120% and still see negative revenue growth and that's why DBNRR numbers are much clearer and it's so impressive that CrowdStrike has been seeing such high numbers.The stock had held up pretty well even during this growth crash, as it's a fantastic company. But right now, it's down 42% from its highs, after being down more than 50% a few weeks ago.Could the stock drop more? Of course, that's always possible. It still trades at a forward PS ratio (price to sales) of 15. In this environment, that is a premium. But unlike a lot of other companies, it's highly profitable. It had a Free Cash Flow of $604.3M in the trailing twelve months.With a current market cap of almost $40B, that means that CrowdStrike still trades at a price to free cash flow level of about 65 times. Not cheap, of course, but you have to look at the company's growth profile here.What I mean is that CrowdStrike had a free-cash-flow margin of 37% over the trailing twelve months. So I think the company can generate stable FCF of around 35% to 40%.Looking at the earnings estimates for the next five years, you see that CrowdStrike is estimated to have $6.65B of revenue in 2026 (reporting in January 2027).With the company constantly beating the earnings, I think it's safe to say that it will be higher. Take $7B (and even that is still conservative). That would mean FCF between $2.5B and $2.8B. The 5-year P/FCF looks to be in the range of 10.7 and 12 then, and that for a company expected to grow for much longer at high speed.If you want to put that in perspective, PepsiCo (PEP), a stable stalwart, had $6.3B of FCF on total revenue of $79.5B last year. That's an FCF margin of 8%. It trades at an estimated 2026 FCF multiple of around 30 times, much higher than CrowdStrike.Which stock is expensive for long-term investors, then? Pepsi is just a random example that I took and I have nothing against the company. There are also dividends and buybacks involved, but I think that this shows you the context that what can look expensive by one metric (PS ratio) doesn't necessarily mean it is expensive for long-term investors.DatadogDatadog (DDOG) is an observability platform. The software and hardware systems of companies become much more complex and you have to know exactly where something goes wrong or it's not 100% efficient. You could call what Datadog does Monitoring-as-a-Service. The company has innovated fast over the years. It started with infrastructure and the company added APM (app performance management) and logs, making it the first fully-functioning platform to unite these. It kept expanding its offerings with User Experience Monitoring and Security.Datadog is also very free-cash-flow positive. In the trailing twelve months, it had $347.8M of FCF.And the numbers are growing fast. These are the four last quarters:In the last quarter, Datadog had $363M in revenue. $126.3M divided by $363M means that Datadog has an FCF margin of 35%.The consensus estimate for 2026 revenue is $5.56B.With Datadog's outperformance, I think $6B is definitely possible. If you take an FCF margin of 40% there, you get $2.4B. With a current market cap of around $27B, this means that the stock is trading at a 2026 FCF multiple estimates of around 11. I'm a buyer here.RokuI'm sure several readers will be surprised to see Roku (ROKU) here. Many have already given up on Roku, and I have heard so much negativity, including that it's a 'money-losing' company. Google (GOOGL) (GOOG) would crush Roku! Well, it didn't. Google and Roku made a deal about both YouTube TV and YouTube in Q4 2021. Amazon (AMZN) would crush it! Well, it didn't. Amazon and Roku made a new deal about Amazon Prime and IMDb TV a few weeks ago.Roku is much more powerful than most investors realize. You can't just ignore such a huge part of the American households. But in the meantime, the stock is down more than 80%, as if it's a failing company.On top of that, Roku is now the #1 streaming platform in Canada andin Mexicoand it hasovertakenSamsung as the #1 in Latin America.52% of Americans that have CTV are on the Roku platform, according toe-marketerand that number keeps growing.e-marketerAmazon's Fire has a market share of 45% and Apple TV (AAPL) 13%. Yes, that's above 100% because quite a lot of people own several devices. When you look at streaming hours, Roku has 42% of the American market, while the number 2, Amazon Fire, only has 18%, so that's a big difference there.I think a lot of people misjudge Roku, especially with how Netflix (NFLX) is struggling. But for Roku, it doesn't matter which content provider wins. Even more, now that Netflix considers having an ad-supported option, Roku could benefit from its former mother company. On top of that, Roku makes its own content or buys it for The Roku Channel, which it can monetize. Roku has shown that it can do this on the cheap. It acquired the bankrupt Quibi for what was rumored to be less than $100M. If that is true, they have probably made that money back very fast and then some.In the trailing twelve months, Roku had an FCF of $403.2M.With a current market cap of $12B, Roku trades at only 29.5 times its TTM FCF. With total sales of $2.9B in the same period, Roku has FCF margins of around 14%. These are the revenue estimates for the next few years:Let's be conservative and take $7.6B indeed, because Roku suffers from supply chain issues that probably won't be solved soon. Let's take a conservative 15% FCF margin for 2026 on that revenue. That's conservative because Roku gets 14% now under these very challenging circumstances. That means $1.15B in FCF for 2026 or just 10 times its current market cap.Yes, there are supply chain issues right now for Roku, but there's also still a lot of potential for further growth..ConclusionAgain, I want to stress that I'm not a market timer and I scale in very slowly. Yes, these stocks can always drop more, no matter how much they have fallen already. I invest money every two weeks and I have ramped up that biweekly contribution recently. This environment is precisely when dollar-cost averaging can be at its most powerful!Of course, there have been a lot of bad companies that have been subsidized by easy money and now, when the tide goes out, we can see who was swimming naked, to paraphrase Warren Buffett. But companies that dominate their growing industries and are free-cash-flow positive while they also keep growing their revenue at a fast rate are of high quality.In the meantime, keep growing!","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051818917,"gmtCreate":1654662285839,"gmtModify":1676535488368,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"al","listText":"al","text":"al","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051818917","repostId":"1135534661","repostType":4,"repost":{"id":"1135534661","kind":"news","pubTimestamp":1654659603,"share":"https://ttm.financial/m/news/1135534661?lang=&edition=fundamental","pubTime":"2022-06-08 11:40","market":"us","language":"en","title":"Amazon: Dark Clouds On The Horizon","url":"https://stock-news.laohu8.com/highlight/detail?id=1135534661","media":"Seeking Alpha","summary":"SummaryA deep dive into Amazon points to dark \"clouds\" on the horizon.Amazon continues to invest for","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A deep dive into Amazon points to dark &#34;clouds&#34; on the horizon.</li><li>Amazon continues to invest for the long term, but inflation is squeezing the e-commerce business.</li><li>We argue growth will struggle to justify the current valuation. We see returns of just 4% per annum for long-term shareholders.</li></ul><p><b>The Thesis</b></p><p>Amazon (NASDAQ:AMZN) has been an outstanding investment over the past decade, operating with huge industry tailwinds and a brilliant CEO. However, the margin of safety has dissipated, and Jeff Bezos is selling shares. We argue growth may disappoint investors, resulting in returns of just 4% per annum over the next decade.</p><p><b>An Inflationary Squeeze</b></p><p>Amazon was a COVID-19 beneficiary. A bunch of consumers trapped at home with nothing to do but shop online turned out to be a boon for business. Low oil prices and low employee wages also helped Amazon to report record profits.</p><p>Unfortunately for Amazon, high oil prices and higher employee wages are having just the opposite effect. On top of these expenses, Amazon is also investing in commercial vans, cargo planes, and streaming content. The latter is especially strange. Amazon Prime customers probably like their Prime Video content, if they even know it is there. But, the company spent $13 billion of investors&#39; money on new streaming content in 2021. The company&#39;s also been buying depreciating assets (Vans and planes) at an alarming rate. Sure, this may increase the speed of e-commerce delivery, but it is also burning shareholder cash.</p><p>As a result, Amazon&#39;s operating cash flows have fallen off a cliff:</p><p><img src=\"https://static.tigerbbs.com/8d83b15e2d8b18e542cf17d41101e259\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YChartsLong-Term Value Creation<img src=\"https://static.tigerbbs.com/f28e50388d34c2dd3918e1d38e4287db\" tg-width=\"640\" tg-height=\"205\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Amazon&#39;s Revenue Streams (Annual Report)</p><p>Amazon is made up of two core businesses, e-commerce and cloud. Within e-commerce, you have several different parts like Amazon Prime, advertising, 3rd party services, and online stores. Apart from these core businesses, you have a huge collection of other subsidiaries such as Audible, IMDb, Alexa, MGM, and Whole Foods.</p><p>AWS has really saved Amazon. The cloud segment accounted for nearly 75% of Amazon&#39;s operating income in 2021. AWS is exceptionally profitable. This has allowed Amazon to continue to invest in e-commerce, which has much lower margins, but a long runway. Almost no one saw AWS coming a decade ago, which is why AMZN stock has made such tremendous gains since. With the enormous profit margins enjoyed by AWS and Microsoft Azure, you may ask, &#34;Where&#39;s the price competition?&#34; It would be reasonable to assume that capitalism will eventually rear its ugly head again, and cause competition to increase in this fast growing, high profit business.</p><p>E-commerce is a promising business, despite how capital intensive Amazon has made it of late. Amazon has focused more on its moat than its profitability for a long time and the strategy has worked. The company has a tremendous e-commerce market share in North America and globally. In 2020, Amazon accounted for 13% of the e-commerce goods transacted globally, trailing only Alibaba (BABA) at 25%. In the very long-term, one can imagine e-commerce being much more efficient than it is today. With innovations in artificial intelligence and battery technology, there could one day be self-driving, unmanned, electric vehicles delivering packages right to your doorstep.</p><p><b>Amazon&#39;s Future Growth</b></p><p>The global cloud computing industry is expected to grow at 15.7% per annum until 2030. It&#39;s hard to imagine Amazon increasing its cloud market share from here. Amazon holds a 33% market share in global cloud.</p><p><img src=\"https://static.tigerbbs.com/1d7ec5dcc7cacec3368c8d90f8227ed7\" tg-width=\"640\" tg-height=\"640\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Global Cloud Market Share (Statista)</p><p>Globally, retail e-commerce sales are expect to continue to grow, albeit at a slower clip of about 10.7%, stretching out to 2025. However, Amazon could outgrow this industry as it expands globally and improves margins.</p><p><img src=\"https://static.tigerbbs.com/20896badcbdf283bbea75854ce8ffa76\" tg-width=\"559\" tg-height=\"477\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Global Retail E-Commerce Sales</p><p>Speaking of margins, AWS had an operating margin of 30% in 2021. But, excluding AWS, Amazon&#39;soperating marginwas only 1.5%.</p><p>Below are Amazon&#39;s margins from 2003-2022:</p><p><img src=\"https://static.tigerbbs.com/0a1e98d620cb3532374160417664dec5\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>In ten years&#39; time, we expect lower margins for AWS. Cloud has been a fantastic place to be, but in capitalism, large profits attract competitors. It should prove difficult to have an enduring moat in cloud computing. We would compare the industry to that of semiconductors, where you need to have a technological edge to stay ahead. The industry should also prove to be cyclical in the long-run as price competition enters.</p><p>In Amazon&#39;s e-commerce business, on the other hand, we see margins increasing. Amazon has clear competitive advantages in e-commerce including its brand, scale, delivery, and ecosystem. Not only will technological advances help the margins of this business, but Amazon&#39;s subscriptions, advertising, and 3rd party services should grow organically with little capital investment.</p><p>Putting all of this information together, we are projecting Amazon to grow its trailing 12 month net income at 16% annualized over the next decade. This means the company should have a 2032 profit of $94 billion.</p><p><b>The Valuation</b></p><p>Our 2032 price target for AMZN is $185 per share, implying a return of just 4% per annum. Amazon has no working capital on its balance sheet and will need to continue to invest to engender its growth. Shares outstanding should remain around the same level in 2032, at10.17 billion. With $94 billion of profit, we get earnings per share of $9.24. We have assigned a terminal multiple of 20 for what will be a more mature business in a decades&#39; time.</p><p><b>Conclusion</b></p><p>Amazon is an outstanding business and will be for many years to come. However, a stretched valuation, increased competition, and slowing growth are clouds on the horizon.</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>Amazon: Dark Clouds On The Horizon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: Dark Clouds On The Horizon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516818-amazon-dark-clouds-horizon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA deep dive into Amazon points to dark \"clouds\" on the horizon.Amazon continues to invest for the long term, but inflation is squeezing the e-commerce business.We argue growth will struggle to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516818-amazon-dark-clouds-horizon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4516818-amazon-dark-clouds-horizon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135534661","content_text":"SummaryA deep dive into Amazon points to dark \"clouds\" on the horizon.Amazon continues to invest for the long term, but inflation is squeezing the e-commerce business.We argue growth will struggle to justify the current valuation. We see returns of just 4% per annum for long-term shareholders.The ThesisAmazon (NASDAQ:AMZN) has been an outstanding investment over the past decade, operating with huge industry tailwinds and a brilliant CEO. However, the margin of safety has dissipated, and Jeff Bezos is selling shares. We argue growth may disappoint investors, resulting in returns of just 4% per annum over the next decade.An Inflationary SqueezeAmazon was a COVID-19 beneficiary. A bunch of consumers trapped at home with nothing to do but shop online turned out to be a boon for business. Low oil prices and low employee wages also helped Amazon to report record profits.Unfortunately for Amazon, high oil prices and higher employee wages are having just the opposite effect. On top of these expenses, Amazon is also investing in commercial vans, cargo planes, and streaming content. The latter is especially strange. Amazon Prime customers probably like their Prime Video content, if they even know it is there. But, the company spent $13 billion of investors' money on new streaming content in 2021. The company's also been buying depreciating assets (Vans and planes) at an alarming rate. Sure, this may increase the speed of e-commerce delivery, but it is also burning shareholder cash.As a result, Amazon's operating cash flows have fallen off a cliff:Data by YChartsLong-Term Value CreationAmazon's Revenue Streams (Annual Report)Amazon is made up of two core businesses, e-commerce and cloud. Within e-commerce, you have several different parts like Amazon Prime, advertising, 3rd party services, and online stores. Apart from these core businesses, you have a huge collection of other subsidiaries such as Audible, IMDb, Alexa, MGM, and Whole Foods.AWS has really saved Amazon. The cloud segment accounted for nearly 75% of Amazon's operating income in 2021. AWS is exceptionally profitable. This has allowed Amazon to continue to invest in e-commerce, which has much lower margins, but a long runway. Almost no one saw AWS coming a decade ago, which is why AMZN stock has made such tremendous gains since. With the enormous profit margins enjoyed by AWS and Microsoft Azure, you may ask, \"Where's the price competition?\" It would be reasonable to assume that capitalism will eventually rear its ugly head again, and cause competition to increase in this fast growing, high profit business.E-commerce is a promising business, despite how capital intensive Amazon has made it of late. Amazon has focused more on its moat than its profitability for a long time and the strategy has worked. The company has a tremendous e-commerce market share in North America and globally. In 2020, Amazon accounted for 13% of the e-commerce goods transacted globally, trailing only Alibaba (BABA) at 25%. In the very long-term, one can imagine e-commerce being much more efficient than it is today. With innovations in artificial intelligence and battery technology, there could one day be self-driving, unmanned, electric vehicles delivering packages right to your doorstep.Amazon's Future GrowthThe global cloud computing industry is expected to grow at 15.7% per annum until 2030. It's hard to imagine Amazon increasing its cloud market share from here. Amazon holds a 33% market share in global cloud.Global Cloud Market Share (Statista)Globally, retail e-commerce sales are expect to continue to grow, albeit at a slower clip of about 10.7%, stretching out to 2025. However, Amazon could outgrow this industry as it expands globally and improves margins.Global Retail E-Commerce SalesSpeaking of margins, AWS had an operating margin of 30% in 2021. But, excluding AWS, Amazon'soperating marginwas only 1.5%.Below are Amazon's margins from 2003-2022:Data by YChartsIn ten years' time, we expect lower margins for AWS. Cloud has been a fantastic place to be, but in capitalism, large profits attract competitors. It should prove difficult to have an enduring moat in cloud computing. We would compare the industry to that of semiconductors, where you need to have a technological edge to stay ahead. The industry should also prove to be cyclical in the long-run as price competition enters.In Amazon's e-commerce business, on the other hand, we see margins increasing. Amazon has clear competitive advantages in e-commerce including its brand, scale, delivery, and ecosystem. Not only will technological advances help the margins of this business, but Amazon's subscriptions, advertising, and 3rd party services should grow organically with little capital investment.Putting all of this information together, we are projecting Amazon to grow its trailing 12 month net income at 16% annualized over the next decade. This means the company should have a 2032 profit of $94 billion.The ValuationOur 2032 price target for AMZN is $185 per share, implying a return of just 4% per annum. Amazon has no working capital on its balance sheet and will need to continue to invest to engender its growth. Shares outstanding should remain around the same level in 2032, at10.17 billion. With $94 billion of profit, we get earnings per share of $9.24. We have assigned a terminal multiple of 20 for what will be a more mature business in a decades' time.ConclusionAmazon is an outstanding business and will be for many years to come. However, a stretched valuation, increased competition, and slowing growth are clouds on the horizon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051171558,"gmtCreate":1654656658774,"gmtModify":1676535487110,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051171558","repostId":"2241968820","repostType":4,"repost":{"id":"2241968820","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654557467,"share":"https://ttm.financial/m/news/2241968820?lang=&edition=fundamental","pubTime":"2022-06-07 07:17","market":"us","language":"en","title":"iOS 16, MacOS Ventura, a New MacBook Air and More: The Biggest News From Apple's WWDC","url":"https://stock-news.laohu8.com/highlight/detail?id=2241968820","media":"Dow Jones","summary":"Apple's Worldwide Developers Conference (aka WWDC) typically kicks off with a laundry list of the ne","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/deb7e3228f8659d31e7159afb994f31f\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/></p><p>Apple&#39;s Worldwide Developers Conference (aka WWDC) typically kicks off with a laundry list of the new free features coming to iPhones, iPads, Apple Watches and Macs in the fall. In other words, software.</p><p>This year&#39;s keynote was a bit different: It also had hardware.</p><p>No, there wasn&#39;t any mention of the hotly anticipated virtual-reality headset at the Monday keynote, which was pretaped but shown to an in-person audience of media and developers at the company&#39;s Cupertino, Calif., headquarters. Nor was there any mention of the next iPhone, which will likely come in September. However, Apple unveiled its latest processor, the M2, and with it a revamped MacBook Air and an upgraded MacBook Pro.</p><p>Of course, most of the screen time dwelt on iOS 16, iPad OS 16, WatchOS 9 and MacOS Ventura, the updates expected to be free this fall. Free for those of you with supported devices, that is. (Sorry iPhone 7 users, you didn&#39;t make the cut.)  Here are the most noteworthy hardware and software highlights from the event.</p><h2>New MacBook Air and Pro</h2><h2><img src=\"https://static.tigerbbs.com/96b58e849a547df005ccbdaf9115270d\" tg-width=\"699\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></h2><p>The MacBook Air got a new look and the more powerful, battery-efficient M2 chip. It ditches the classic Air wedge for all straight edges, and there&#39;s a new deep-blue color option. One feature that made me double take: The MagSafe charging cable is back. So if you trip on your power cord, that detaches without taking your whole laptop with it.</p><p>It has a larger 13.6-inch display, up from 13.3 inches. It also has an improved 1080p webcam, up from 720p, surrounded by a notch reminiscent of the latest iPhones. It&#39;s a touch thinner and lighter, though the overall footprint is just slightly larger. (We&#39;re talking millimeters here.)</p><p>The new MacBook Air starts at $1,199 -- a $200 price hike. A 30-watt brick is included with the base configuration, but if you pay $20 extra, or choose a pricier configuration, you can get it with either a new 35-watt compact adapter option with two USB-C ports or a 67-watt adapter. Both will also be sold separately for $59.</p><p>The 13-inch MacBook Pro is getting a processor bump to the M2, but remains relatively unchanged beyond that. It starts at $1,299. Apple said both laptops will be available next month.</p><h2>iOS 16</h2><h2><img src=\"https://static.tigerbbs.com/9a060b37a5a22b6c035c0721c38eb9fc\" tg-width=\"573\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></h2><p>Come this fall, you&#39;ll be able to edit and recall sent messages in the Messages app. The functionality will be available for 15 minutes after you send it. And if you&#39;re overloaded with messages and want to revisit any, you&#39;ll be able to mark them as unread, like an email.</p><p>The Fitness app, previously reserved for Apple Watch users, will be available to everyone. The iPhone&#39;s motion sensors, which already estimate your steps and distance for the Health app, will show that data in the Fitness app, alongside workouts from third-party apps such as Strava.</p><p>Your lock screen -- the screen you see when you&#39;re checking the time a hundred times a day -- is about to get fancier. Android phones have long had custom lockscreens and were once the object of iPhoners&#39; (read: my) envy. At last, iPhones will show calendar events, weather and other customizable information at a glance, without you needing to unlock the device. You can also personalize the font and color of the clock. You can set up multiple lock screens and associate them with different Focus Modes, a suite of complicated but useful custom Do Not Disturb settings.</p><p>In iOS 16, you&#39;ll be able to dictate with your voice and edit the text with the touch screen simultaneously, by selecting text with your finger then speaking new words, for example.</p><p>Apple redesigned the way parents can set age restrictions on their kids&#39; content, making it easier to do more. Another parental control change: Screen-time requests can be granted or denied right from the Messages app.</p><p>In the Photos app, families will be able to create shared libraries. For instance, all the pictures everyone takes on a family vacation can be shared either voluntarily or automatically based on your preferences.</p><p><img src=\"https://static.tigerbbs.com/ef85d1d621a107db1d76f412d1a2acb9\" tg-width=\"700\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/></p><p>I wish my car had CarPlay, Apple&#39;s iPhone-friendly, in-vehicle infotainment system. Now that Apple teased the next generation of CarPlay, I&#39;m thinking about holding off on my next vehicle purchase. It&#39;s a full Apple takeover of the dashboard, so you get speed and other standard instrument data superimposed on top of turn-by-turn directions. And while Apple listed partners including Ford, Honda and Volvo, the company said vehicle announcements aren&#39;t due until late 2023.</p><h2>MacOS Ventura</h2><p>Your iPhone&#39;s high-resolution camera can become your next Mac webcam with what&#39;s called Continuity Camera. I&#39;ve used an app called Reincubate Camo to do the same thing, but the native Mac version will have more bells and whistles. The software automatically keeps your video in frame as you move, blurs your background and applies lighting features to brighten the image.</p><p><img src=\"https://static.tigerbbs.com/f57b0b0b1e92585d6828cb2b32329112\" tg-width=\"699\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Desk View shows a second angle, a birds-eye view of your desk for demos, by just using the iPhone&#39;s ultrawide-angle camera and image processing. (Before deploying this feature, make sure there&#39;s nothing on your desk you wouldn&#39;t want colleagues to see.) Apple says it&#39;s working with Belkin to create mounts, due later this year, for perching an iPhone on a MacBook&#39;s open top.</p><p>Passwords are out, passkeys are in. Safari will support passkeys, which use the biometric sensors in your device to authenticate logins. That means no passwords to remember or store in a password manager. You just need the device that&#39;s on you. Apple is working to make passkeys compatible with online services by way of the FIDO Alliance, an industry group, so it&#39;s likely other devices and operating systems will follow suit. It&#39;s a big step toward a password-less future.</p><h2>iPadOS 16</h2><h2><img src=\"https://static.tigerbbs.com/a01fa909228a1e6e8fc0cd048cbf66d9\" tg-width=\"700\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/></h2><p>As a longtime iPad-as-computer person, I have been waiting for this software update. I have spent years mastering the iPad&#39;s many complicated multitasking gestures, but now they may not be necessary.</p><p>With iPadOS 16, the tablet will behave more like a Mac. The windows of different applications overlap, and you can resize them freely, instead of using Apple&#39;s predetermined proportions. For iPads with the M1 chip, there&#39;s even full external display support. With a monitor connected, those tablets will be able to run up to eight apps simultaneously. When you lump in past additions such as mouse support, you can finally see iPads becoming &#34;real&#34; computers. (But I&#39;ll test this in the fall to make sure.)</p><h2>WatchOS 9</h2><h2><img src=\"https://static.tigerbbs.com/a2453a4489c8ac0a1407b47c1b14940b\" tg-width=\"639\" tg-height=\"639\" width=\"100%\" height=\"auto\"/></h2><p>There are a slew of new health and fitness features for the watch.</p><p>A feature to help remind you to take and log medications will be built into the Apple Watch with WatchOS 9, and it will also be in the Health app on the iPhone with iOS 16. You can share the medication log with family members, and the app can note any potentially dangerous interactions between the medications, supplements and vitamins you&#39;re taking. Snap a picture of the medication&#39;s label with an iPhone to automatically add it to the app.</p><p>Sleep tracking can sometimes hurt more than it helps, but for those who do like a record of their good night&#39;s rest, or lack thereof, the watch will show time spent in different sleep stages.</p><p>While working out, you will get a new heart-rate zone view to gauge intensity level. Runners can see their vertical oscillation, stride length or ground contact time metrics, and both runners and cyclists can compare current and past performance on the same route. A new multisport workout mode that automatically transitions between swim, bike and run will be available.</p><p>Finally, for swimmers, the Apple Watch has long been kickboard-challenged because wrists are stationary while kicking. Now, when you&#39;re doing kickboard drills, the watch will recognize kicking as its own stroke type.</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>iOS 16, MacOS Ventura, a New MacBook Air and More: The Biggest News From Apple's WWDC</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\">\niOS 16, MacOS Ventura, a New MacBook Air and More: The Biggest News From Apple's WWDC\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-07 07:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/deb7e3228f8659d31e7159afb994f31f\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/></p><p>Apple&#39;s Worldwide Developers Conference (aka WWDC) typically kicks off with a laundry list of the new free features coming to iPhones, iPads, Apple Watches and Macs in the fall. In other words, software.</p><p>This year&#39;s keynote was a bit different: It also had hardware.</p><p>No, there wasn&#39;t any mention of the hotly anticipated virtual-reality headset at the Monday keynote, which was pretaped but shown to an in-person audience of media and developers at the company&#39;s Cupertino, Calif., headquarters. Nor was there any mention of the next iPhone, which will likely come in September. However, Apple unveiled its latest processor, the M2, and with it a revamped MacBook Air and an upgraded MacBook Pro.</p><p>Of course, most of the screen time dwelt on iOS 16, iPad OS 16, WatchOS 9 and MacOS Ventura, the updates expected to be free this fall. Free for those of you with supported devices, that is. (Sorry iPhone 7 users, you didn&#39;t make the cut.)  Here are the most noteworthy hardware and software highlights from the event.</p><h2>New MacBook Air and Pro</h2><h2><img src=\"https://static.tigerbbs.com/96b58e849a547df005ccbdaf9115270d\" tg-width=\"699\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></h2><p>The MacBook Air got a new look and the more powerful, battery-efficient M2 chip. It ditches the classic Air wedge for all straight edges, and there&#39;s a new deep-blue color option. One feature that made me double take: The MagSafe charging cable is back. So if you trip on your power cord, that detaches without taking your whole laptop with it.</p><p>It has a larger 13.6-inch display, up from 13.3 inches. It also has an improved 1080p webcam, up from 720p, surrounded by a notch reminiscent of the latest iPhones. It&#39;s a touch thinner and lighter, though the overall footprint is just slightly larger. (We&#39;re talking millimeters here.)</p><p>The new MacBook Air starts at $1,199 -- a $200 price hike. A 30-watt brick is included with the base configuration, but if you pay $20 extra, or choose a pricier configuration, you can get it with either a new 35-watt compact adapter option with two USB-C ports or a 67-watt adapter. Both will also be sold separately for $59.</p><p>The 13-inch MacBook Pro is getting a processor bump to the M2, but remains relatively unchanged beyond that. It starts at $1,299. Apple said both laptops will be available next month.</p><h2>iOS 16</h2><h2><img src=\"https://static.tigerbbs.com/9a060b37a5a22b6c035c0721c38eb9fc\" tg-width=\"573\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></h2><p>Come this fall, you&#39;ll be able to edit and recall sent messages in the Messages app. The functionality will be available for 15 minutes after you send it. And if you&#39;re overloaded with messages and want to revisit any, you&#39;ll be able to mark them as unread, like an email.</p><p>The Fitness app, previously reserved for Apple Watch users, will be available to everyone. The iPhone&#39;s motion sensors, which already estimate your steps and distance for the Health app, will show that data in the Fitness app, alongside workouts from third-party apps such as Strava.</p><p>Your lock screen -- the screen you see when you&#39;re checking the time a hundred times a day -- is about to get fancier. Android phones have long had custom lockscreens and were once the object of iPhoners&#39; (read: my) envy. At last, iPhones will show calendar events, weather and other customizable information at a glance, without you needing to unlock the device. You can also personalize the font and color of the clock. You can set up multiple lock screens and associate them with different Focus Modes, a suite of complicated but useful custom Do Not Disturb settings.</p><p>In iOS 16, you&#39;ll be able to dictate with your voice and edit the text with the touch screen simultaneously, by selecting text with your finger then speaking new words, for example.</p><p>Apple redesigned the way parents can set age restrictions on their kids&#39; content, making it easier to do more. Another parental control change: Screen-time requests can be granted or denied right from the Messages app.</p><p>In the Photos app, families will be able to create shared libraries. For instance, all the pictures everyone takes on a family vacation can be shared either voluntarily or automatically based on your preferences.</p><p><img src=\"https://static.tigerbbs.com/ef85d1d621a107db1d76f412d1a2acb9\" tg-width=\"700\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/></p><p>I wish my car had CarPlay, Apple&#39;s iPhone-friendly, in-vehicle infotainment system. Now that Apple teased the next generation of CarPlay, I&#39;m thinking about holding off on my next vehicle purchase. It&#39;s a full Apple takeover of the dashboard, so you get speed and other standard instrument data superimposed on top of turn-by-turn directions. And while Apple listed partners including Ford, Honda and Volvo, the company said vehicle announcements aren&#39;t due until late 2023.</p><h2>MacOS Ventura</h2><p>Your iPhone&#39;s high-resolution camera can become your next Mac webcam with what&#39;s called Continuity Camera. I&#39;ve used an app called Reincubate Camo to do the same thing, but the native Mac version will have more bells and whistles. The software automatically keeps your video in frame as you move, blurs your background and applies lighting features to brighten the image.</p><p><img src=\"https://static.tigerbbs.com/f57b0b0b1e92585d6828cb2b32329112\" tg-width=\"699\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Desk View shows a second angle, a birds-eye view of your desk for demos, by just using the iPhone&#39;s ultrawide-angle camera and image processing. (Before deploying this feature, make sure there&#39;s nothing on your desk you wouldn&#39;t want colleagues to see.) Apple says it&#39;s working with Belkin to create mounts, due later this year, for perching an iPhone on a MacBook&#39;s open top.</p><p>Passwords are out, passkeys are in. Safari will support passkeys, which use the biometric sensors in your device to authenticate logins. That means no passwords to remember or store in a password manager. You just need the device that&#39;s on you. Apple is working to make passkeys compatible with online services by way of the FIDO Alliance, an industry group, so it&#39;s likely other devices and operating systems will follow suit. It&#39;s a big step toward a password-less future.</p><h2>iPadOS 16</h2><h2><img src=\"https://static.tigerbbs.com/a01fa909228a1e6e8fc0cd048cbf66d9\" tg-width=\"700\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/></h2><p>As a longtime iPad-as-computer person, I have been waiting for this software update. I have spent years mastering the iPad&#39;s many complicated multitasking gestures, but now they may not be necessary.</p><p>With iPadOS 16, the tablet will behave more like a Mac. The windows of different applications overlap, and you can resize them freely, instead of using Apple&#39;s predetermined proportions. For iPads with the M1 chip, there&#39;s even full external display support. With a monitor connected, those tablets will be able to run up to eight apps simultaneously. When you lump in past additions such as mouse support, you can finally see iPads becoming &#34;real&#34; computers. (But I&#39;ll test this in the fall to make sure.)</p><h2>WatchOS 9</h2><h2><img src=\"https://static.tigerbbs.com/a2453a4489c8ac0a1407b47c1b14940b\" tg-width=\"639\" tg-height=\"639\" width=\"100%\" height=\"auto\"/></h2><p>There are a slew of new health and fitness features for the watch.</p><p>A feature to help remind you to take and log medications will be built into the Apple Watch with WatchOS 9, and it will also be in the Health app on the iPhone with iOS 16. You can share the medication log with family members, and the app can note any potentially dangerous interactions between the medications, supplements and vitamins you&#39;re taking. Snap a picture of the medication&#39;s label with an iPhone to automatically add it to the app.</p><p>Sleep tracking can sometimes hurt more than it helps, but for those who do like a record of their good night&#39;s rest, or lack thereof, the watch will show time spent in different sleep stages.</p><p>While working out, you will get a new heart-rate zone view to gauge intensity level. Runners can see their vertical oscillation, stride length or ground contact time metrics, and both runners and cyclists can compare current and past performance on the same route. A new multisport workout mode that automatically transitions between swim, bike and run will be available.</p><p>Finally, for swimmers, the Apple Watch has long been kickboard-challenged because wrists are stationary while kicking. Now, when you&#39;re doing kickboard drills, the watch will recognize kicking as its own stroke type.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4579":"人工智能","AIRI":"Air Industries Group","BK4574":"无人驾驶","AAPL":"苹果","NWS":"新闻集团","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4111":"出版","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4187":"航天航空与国防","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4566":"资本集团","BK4575":"芯片概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241968820","content_text":"Apple's Worldwide Developers Conference (aka WWDC) typically kicks off with a laundry list of the new free features coming to iPhones, iPads, Apple Watches and Macs in the fall. In other words, software.This year's keynote was a bit different: It also had hardware.No, there wasn't any mention of the hotly anticipated virtual-reality headset at the Monday keynote, which was pretaped but shown to an in-person audience of media and developers at the company's Cupertino, Calif., headquarters. Nor was there any mention of the next iPhone, which will likely come in September. However, Apple unveiled its latest processor, the M2, and with it a revamped MacBook Air and an upgraded MacBook Pro.Of course, most of the screen time dwelt on iOS 16, iPad OS 16, WatchOS 9 and MacOS Ventura, the updates expected to be free this fall. Free for those of you with supported devices, that is. (Sorry iPhone 7 users, you didn't make the cut.)  Here are the most noteworthy hardware and software highlights from the event.New MacBook Air and ProThe MacBook Air got a new look and the more powerful, battery-efficient M2 chip. It ditches the classic Air wedge for all straight edges, and there's a new deep-blue color option. One feature that made me double take: The MagSafe charging cable is back. So if you trip on your power cord, that detaches without taking your whole laptop with it.It has a larger 13.6-inch display, up from 13.3 inches. It also has an improved 1080p webcam, up from 720p, surrounded by a notch reminiscent of the latest iPhones. It's a touch thinner and lighter, though the overall footprint is just slightly larger. (We're talking millimeters here.)The new MacBook Air starts at $1,199 -- a $200 price hike. A 30-watt brick is included with the base configuration, but if you pay $20 extra, or choose a pricier configuration, you can get it with either a new 35-watt compact adapter option with two USB-C ports or a 67-watt adapter. Both will also be sold separately for $59.The 13-inch MacBook Pro is getting a processor bump to the M2, but remains relatively unchanged beyond that. It starts at $1,299. Apple said both laptops will be available next month.iOS 16Come this fall, you'll be able to edit and recall sent messages in the Messages app. The functionality will be available for 15 minutes after you send it. And if you're overloaded with messages and want to revisit any, you'll be able to mark them as unread, like an email.The Fitness app, previously reserved for Apple Watch users, will be available to everyone. The iPhone's motion sensors, which already estimate your steps and distance for the Health app, will show that data in the Fitness app, alongside workouts from third-party apps such as Strava.Your lock screen -- the screen you see when you're checking the time a hundred times a day -- is about to get fancier. Android phones have long had custom lockscreens and were once the object of iPhoners' (read: my) envy. At last, iPhones will show calendar events, weather and other customizable information at a glance, without you needing to unlock the device. You can also personalize the font and color of the clock. You can set up multiple lock screens and associate them with different Focus Modes, a suite of complicated but useful custom Do Not Disturb settings.In iOS 16, you'll be able to dictate with your voice and edit the text with the touch screen simultaneously, by selecting text with your finger then speaking new words, for example.Apple redesigned the way parents can set age restrictions on their kids' content, making it easier to do more. Another parental control change: Screen-time requests can be granted or denied right from the Messages app.In the Photos app, families will be able to create shared libraries. For instance, all the pictures everyone takes on a family vacation can be shared either voluntarily or automatically based on your preferences.I wish my car had CarPlay, Apple's iPhone-friendly, in-vehicle infotainment system. Now that Apple teased the next generation of CarPlay, I'm thinking about holding off on my next vehicle purchase. It's a full Apple takeover of the dashboard, so you get speed and other standard instrument data superimposed on top of turn-by-turn directions. And while Apple listed partners including Ford, Honda and Volvo, the company said vehicle announcements aren't due until late 2023.MacOS VenturaYour iPhone's high-resolution camera can become your next Mac webcam with what's called Continuity Camera. I've used an app called Reincubate Camo to do the same thing, but the native Mac version will have more bells and whistles. The software automatically keeps your video in frame as you move, blurs your background and applies lighting features to brighten the image.Desk View shows a second angle, a birds-eye view of your desk for demos, by just using the iPhone's ultrawide-angle camera and image processing. (Before deploying this feature, make sure there's nothing on your desk you wouldn't want colleagues to see.) Apple says it's working with Belkin to create mounts, due later this year, for perching an iPhone on a MacBook's open top.Passwords are out, passkeys are in. Safari will support passkeys, which use the biometric sensors in your device to authenticate logins. That means no passwords to remember or store in a password manager. You just need the device that's on you. Apple is working to make passkeys compatible with online services by way of the FIDO Alliance, an industry group, so it's likely other devices and operating systems will follow suit. It's a big step toward a password-less future.iPadOS 16As a longtime iPad-as-computer person, I have been waiting for this software update. I have spent years mastering the iPad's many complicated multitasking gestures, but now they may not be necessary.With iPadOS 16, the tablet will behave more like a Mac. The windows of different applications overlap, and you can resize them freely, instead of using Apple's predetermined proportions. For iPads with the M1 chip, there's even full external display support. With a monitor connected, those tablets will be able to run up to eight apps simultaneously. When you lump in past additions such as mouse support, you can finally see iPads becoming \"real\" computers. (But I'll test this in the fall to make sure.)WatchOS 9There are a slew of new health and fitness features for the watch.A feature to help remind you to take and log medications will be built into the Apple Watch with WatchOS 9, and it will also be in the Health app on the iPhone with iOS 16. You can share the medication log with family members, and the app can note any potentially dangerous interactions between the medications, supplements and vitamins you're taking. Snap a picture of the medication's label with an iPhone to automatically add it to the app.Sleep tracking can sometimes hurt more than it helps, but for those who do like a record of their good night's rest, or lack thereof, the watch will show time spent in different sleep stages.While working out, you will get a new heart-rate zone view to gauge intensity level. Runners can see their vertical oscillation, stride length or ground contact time metrics, and both runners and cyclists can compare current and past performance on the same route. A new multisport workout mode that automatically transitions between swim, bike and run will be available.Finally, for swimmers, the Apple Watch has long been kickboard-challenged because wrists are stationary while kicking. Now, when you're doing kickboard drills, the watch will recognize kicking as its own stroke type.","news_type":1},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051179583,"gmtCreate":1654656282342,"gmtModify":1676535487066,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"buy","listText":"buy","text":"buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051179583","repostId":"2241302751","repostType":4,"repost":{"id":"2241302751","kind":"highlight","pubTimestamp":1654604362,"share":"https://ttm.financial/m/news/2241302751?lang=&edition=fundamental","pubTime":"2022-06-07 20:19","market":"us","language":"en","title":"Should You Invest in Nvidia Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2241302751","media":"Motley Fool","summary":"This best-in-class semiconductor company is down more than 40% from its peak. But has it fallen far enough?","content":"<html><head></head><body><p>It has been a trying time for investors across the technology space, even those holding shares of best-in-class, profitable companies like <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>. Nvidia pioneered the use of graphics processing units (GPUs), and not just for high-end gaming and visualization. It also adapted the parallel-processing capabilities of GPUs to help accelerate artificial intelligence applications, which require huge amounts of extremely fast processing power.</p><p>While macroeconomic headwinds have taken down the stock from its peak in November, there are still a lot of positive things going on at Nvidia, and it has an exciting pipeline of innovation. So after a steep decline that has it trading more than 40% below its high -- and with a bit of bounce underway in recent weeks -- is now the time to buy this all-star chip stock?</p><h2>Recent results came in strong, with some external headwinds</h2><p>During a challenging quarter for the economy, Nvidia continued to shine. Its first quarter revenue rose 46% year over year to $8.29 billion, and adjusted (non-GAAP) earnings gained 49% to $1.36 per share. Both figures beat analysts&#39; consensus expectations. However, Nvidia did guide for a sequential revenue decline due to a $500 million headwind caused by the latest COVID-19 lockdowns in China (which it expects to sap $400 million in gaming revenue) and sales not being made in Russia ($100 million in data center revenue). While the lost revenue from Russia may never be recovered, the missing sales to customers in China should reappear as the country lifts restrictions in Shanghai and Beijing.</p><p>But the most important story continues to be Nvidia&#39;s data center segment, which surpassed the gaming segment in revenue once again. This happened for the first time back in fiscal Q2 2020, but that period fell during the early chaos of the pandemic. Last quarter, Nvidia&#39;s data center revenue was up a staggering 83% year over year, better than the gaming segment at 31%, with increased momentum and visibility for the rest of the year.</p><p>While gaming sales should remain solid over the long term, thanks to the growth of video games broadly and the expected rise of the metaverse, Nvidia&#39;s data center segment should continue to outperform and become its most important segment by a significant margin.</p><p>This is because artificial intelligence is just now taking off in earnest due to a couple of key breakthroughs. On the recent conference call with analysts, CEO Jensen Huang pointed to the new innovation of transformers ushering in a sea change for the AI industry. Previously, in order to use and benefit from AI, a business would have to organize and label all of its data -- a hugely time-consuming, expensive, and sometimes impossible process. However, with transformers, a machine can train itself without the need for human-labeled data.</p><p>This innovation is opening up AI insights to a much broader range of industries, where the technology&#39;s use is a key enabler and competitive advantage. And the more easily and affordably businesses can access and use AI, the better it will be for Nvidia&#39;s data center segment. The transformer innovation -- which has taken place over just the past couple of years -- is a big reason Nvidia&#39;s data center revenue has tripled in just two years.</p><p><img src=\"https://static.tigerbbs.com/7a1fd8b625e6303781880eaf51dbd6b2\" tg-width=\"700\" tg-height=\"490\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Product launches this year should power data center sales</h2><p>In addition to these industrywide breakthroughs, Nvidia has also been innovating at a fast clip. Its new H100 chip, which contains over 80 billion transistors and promises up to 30 times the performance of the A100, is set to launch later this year. Keep in mind, the A100 is the chip delivering all of the company&#39;s current outstanding data center performance, so the segment is likely in for continued growth after the H100 launches.</p><p>Nvidia will also be introducing its first central processing unit (CPU), dubbed Grace, later this year. CPUs have been the domain of <b>Intel</b> and <b>Advanced Micro Devices</b>, but Nvidia is coming out with an ARM-based 144-core chip that&#39;s built specifically for AI applications in data centers. Now, Nvidia will have a full stack of chips for a complete data center, including GPUs, CPUs, DPUs (networking processors), systems-on-chips (SOCs), switches, and interconnects. A vertically integrated full ecosystem for data centers could enable lots of growth with increasing margins for Nvidia.</p><p>Aside from its data center chips, Nvidia will also refresh its RTX gaming chips later this year. That could rejuvenate gaming revenue after the expected step-down in the second quarter. As tech companies expand their metaverse buildouts and virtual reality tools -- as several leading tech companies have announced they are doing -- Nvidia should benefit.</p><h2>Has the stock become cheap enough?</h2><p>Most people acknowledge Nvidia is a great business, but do its ample growth prospects justify its current valuation? The stock has been cut nearly in half from its high, but it still trades at 50 times trailing earnings and about 35 times expected 2022 earnings. That&#39;s not exactly cheap.</p><p>Nvidia&#39;s price-to-earnings ratio is now back to near the top of its 2018 valuation range -- but that&#39;s also near the low point it touched during its early 2020 pandemic-induced decline.</p><p><img src=\"https://static.tigerbbs.com/ebff1ef4be9d14db0f7fcbd1f53dacf0\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA PE Ratio data by YCharts</p><p>However, considering that this is a rapidly changing business and that AI-related sales have only taken off for Nvidia over the past three years, these historical comparisons probably aren&#39;t very helpful.</p><p>Nvidia&#39;s first-mover advantage in GPUs may prove insurmountable for competitors for the next decade, so I would anticipate it experiencing rapid data center growth for the next several years. I also think the growth of its data center and AI chips should overcome any cyclical economic headwinds of the type that have led to uneven growth periods for Nvidia in the past.</p><p>At a broader level, however, CEO Jensen Huang and his team have successfully innovated, introduced new products, and shown a propensity for developing cutting-edge tech, from graphics to AI to autonomous vehicles and more. That certainly bodes well for the company&#39;s future.</p><p>Even as a value investor, I&#39;m thinking of opening a position in Nvidia after selling my shares a few years ago. While it&#39;s possible the stock could fall further if we have a bad recession, investors who would like to own it shouldn&#39;t necessarily wait for that worst-case scenario. If you are well diversified, I think Nvidia is buyable at these levels.</p><p>However, I wouldn&#39;t necessarily take a huge position, given the stock&#39;s high price-to-earnings ratio and the high degree of global uncertainty around interest rates. There are other semiconductor stocks that will also benefit from the growth of AI that trade at lower valuations. That being said, if Nvidia&#39;s valuation continues to fall and the business outlook doesn&#39;t change, investors should probably look to add or increase their positions.</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>Should You Invest in Nvidia Right Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Invest in Nvidia Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 20:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/07/should-you-invest-in-nvidia-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a trying time for investors across the technology space, even those holding shares of best-in-class, profitable companies like Nvidia. Nvidia pioneered the use of graphics processing units...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/07/should-you-invest-in-nvidia-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4579":"人工智能","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4554":"元宇宙及AR概念","BK4549":"软银资本持仓","BK4503":"景林资产持仓","BK4543":"AI","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4529":"IDC概念","NVDA":"英伟达","BK4527":"明星科技股","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/06/07/should-you-invest-in-nvidia-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241302751","content_text":"It has been a trying time for investors across the technology space, even those holding shares of best-in-class, profitable companies like Nvidia. Nvidia pioneered the use of graphics processing units (GPUs), and not just for high-end gaming and visualization. It also adapted the parallel-processing capabilities of GPUs to help accelerate artificial intelligence applications, which require huge amounts of extremely fast processing power.While macroeconomic headwinds have taken down the stock from its peak in November, there are still a lot of positive things going on at Nvidia, and it has an exciting pipeline of innovation. So after a steep decline that has it trading more than 40% below its high -- and with a bit of bounce underway in recent weeks -- is now the time to buy this all-star chip stock?Recent results came in strong, with some external headwindsDuring a challenging quarter for the economy, Nvidia continued to shine. Its first quarter revenue rose 46% year over year to $8.29 billion, and adjusted (non-GAAP) earnings gained 49% to $1.36 per share. Both figures beat analysts' consensus expectations. However, Nvidia did guide for a sequential revenue decline due to a $500 million headwind caused by the latest COVID-19 lockdowns in China (which it expects to sap $400 million in gaming revenue) and sales not being made in Russia ($100 million in data center revenue). While the lost revenue from Russia may never be recovered, the missing sales to customers in China should reappear as the country lifts restrictions in Shanghai and Beijing.But the most important story continues to be Nvidia's data center segment, which surpassed the gaming segment in revenue once again. This happened for the first time back in fiscal Q2 2020, but that period fell during the early chaos of the pandemic. Last quarter, Nvidia's data center revenue was up a staggering 83% year over year, better than the gaming segment at 31%, with increased momentum and visibility for the rest of the year.While gaming sales should remain solid over the long term, thanks to the growth of video games broadly and the expected rise of the metaverse, Nvidia's data center segment should continue to outperform and become its most important segment by a significant margin.This is because artificial intelligence is just now taking off in earnest due to a couple of key breakthroughs. On the recent conference call with analysts, CEO Jensen Huang pointed to the new innovation of transformers ushering in a sea change for the AI industry. Previously, in order to use and benefit from AI, a business would have to organize and label all of its data -- a hugely time-consuming, expensive, and sometimes impossible process. However, with transformers, a machine can train itself without the need for human-labeled data.This innovation is opening up AI insights to a much broader range of industries, where the technology's use is a key enabler and competitive advantage. And the more easily and affordably businesses can access and use AI, the better it will be for Nvidia's data center segment. The transformer innovation -- which has taken place over just the past couple of years -- is a big reason Nvidia's data center revenue has tripled in just two years.Image source: Getty Images.Product launches this year should power data center salesIn addition to these industrywide breakthroughs, Nvidia has also been innovating at a fast clip. Its new H100 chip, which contains over 80 billion transistors and promises up to 30 times the performance of the A100, is set to launch later this year. Keep in mind, the A100 is the chip delivering all of the company's current outstanding data center performance, so the segment is likely in for continued growth after the H100 launches.Nvidia will also be introducing its first central processing unit (CPU), dubbed Grace, later this year. CPUs have been the domain of Intel and Advanced Micro Devices, but Nvidia is coming out with an ARM-based 144-core chip that's built specifically for AI applications in data centers. Now, Nvidia will have a full stack of chips for a complete data center, including GPUs, CPUs, DPUs (networking processors), systems-on-chips (SOCs), switches, and interconnects. A vertically integrated full ecosystem for data centers could enable lots of growth with increasing margins for Nvidia.Aside from its data center chips, Nvidia will also refresh its RTX gaming chips later this year. That could rejuvenate gaming revenue after the expected step-down in the second quarter. As tech companies expand their metaverse buildouts and virtual reality tools -- as several leading tech companies have announced they are doing -- Nvidia should benefit.Has the stock become cheap enough?Most people acknowledge Nvidia is a great business, but do its ample growth prospects justify its current valuation? The stock has been cut nearly in half from its high, but it still trades at 50 times trailing earnings and about 35 times expected 2022 earnings. That's not exactly cheap.Nvidia's price-to-earnings ratio is now back to near the top of its 2018 valuation range -- but that's also near the low point it touched during its early 2020 pandemic-induced decline.NVDA PE Ratio data by YChartsHowever, considering that this is a rapidly changing business and that AI-related sales have only taken off for Nvidia over the past three years, these historical comparisons probably aren't very helpful.Nvidia's first-mover advantage in GPUs may prove insurmountable for competitors for the next decade, so I would anticipate it experiencing rapid data center growth for the next several years. I also think the growth of its data center and AI chips should overcome any cyclical economic headwinds of the type that have led to uneven growth periods for Nvidia in the past.At a broader level, however, CEO Jensen Huang and his team have successfully innovated, introduced new products, and shown a propensity for developing cutting-edge tech, from graphics to AI to autonomous vehicles and more. That certainly bodes well for the company's future.Even as a value investor, I'm thinking of opening a position in Nvidia after selling my shares a few years ago. While it's possible the stock could fall further if we have a bad recession, investors who would like to own it shouldn't necessarily wait for that worst-case scenario. If you are well diversified, I think Nvidia is buyable at these levels.However, I wouldn't necessarily take a huge position, given the stock's high price-to-earnings ratio and the high degree of global uncertainty around interest rates. There are other semiconductor stocks that will also benefit from the growth of AI that trade at lower valuations. That being said, if Nvidia's valuation continues to fall and the business outlook doesn't change, investors should probably look to add or increase their positions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059885941,"gmtCreate":1654330249683,"gmtModify":1676535432875,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"bananna","listText":"bananna","text":"bananna","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059885941","repostId":"1193515947","repostType":4,"repost":{"id":"1193515947","kind":"news","pubTimestamp":1654223533,"share":"https://ttm.financial/m/news/1193515947?lang=&edition=fundamental","pubTime":"2022-06-03 10:32","market":"us","language":"en","title":"Apple: VR/AR Headset, China’s Reopening Could Boost Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1193515947","media":"TipRanks","summary":"Story HighlightsApple stock is looking to reverse after a violent plunge into bear-market territory.","content":"<div>\n<p>Story HighlightsApple stock is looking to reverse after a violent plunge into bear-market territory. With a VR/AR headset in the pipeline and China ready to reopen for summer, it’s hard to ignore the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-vr-ar-headset-chinas-reopening-could-boost-shares/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: VR/AR Headset, China’s Reopening Could Boost Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: VR/AR Headset, China’s Reopening Could Boost Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/apple-vr-ar-headset-chinas-reopening-could-boost-shares/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsApple stock is looking to reverse after a violent plunge into bear-market territory. With a VR/AR headset in the pipeline and China ready to reopen for summer, it’s hard to ignore the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-vr-ar-headset-chinas-reopening-could-boost-shares/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.tipranks.com/news/article/apple-vr-ar-headset-chinas-reopening-could-boost-shares/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193515947","content_text":"Story HighlightsApple stock is looking to reverse after a violent plunge into bear-market territory. With a VR/AR headset in the pipeline and China ready to reopen for summer, it’s hard to ignore the potential catalysts that could propel shares back to all-time highs.Apple (AAPL) stock is attempting to stage a rebound from a brutal plunge into bear-market territory. Though the iPhone maker found itself in the minority group of FAANG stocks that clocked in stellar quarterly results this earnings season, the stock could not hold its own with the S&P 500 (SPX) plunging as fast as it was.However, on TipRanks, AAPL receives a Smart Score rating of 9 out of 10, indicating that there is a high chance for the stock to outperform the broader market.Though Apple’s latest round of results was extraordinary, the cautious guidance caused investors to throw in the towel. More supply-chain constraints are expected to hit Apple’s June quarterly revenues by as much as $8 billion. COVID-19 lockdowns in China have weighed heavily on many firms.Although Apple did a great job navigating through similar disruptions in the past, China’s zero-COVID policy adds a considerable layer of uncertainty to an already hazy macro environment.Could the coming $4-8 billion sales hit be one of many from flip-flopping lockdowns in China? Or could the worst already be in the rear-view mirror, with Shanghai scheduled to lift lockdowns on June 1?It’s impossible to tell at this juncture, but it’s hard to imagine a scenario where Apple won’t be able to make up for lost sales in a future quarter once operations are back up to full speed.As Apple looks to get operations back in order, the company has another potential catalyst up its sleeve that could power the stock higher: the VR/AR headset. Reportedly, Apple demoed its headset to the board of directors. Little is known about specifics, but showcasing the cutting-edge device in private could signify that it’s almost ready for prime time.Though metaverse (or omniverse) hype has faded, with Meta Platforms (FB) and other tech stocks plunging violently in response to rising interest rates, Apple’s headset could reignite excitement in a hurry. Undoubtedly, it’s been such a long time since Apple unveiled something to the magnitude of the original iPhone. Its mixed-reality headset could be the device that takes the metaverse concept and runs with it.With China’s lockdowns scheduled to lift for summer and a VR/AR headset that could be less than a year from launch, I remain bullish on Apple stock.VR/AR Headset Could Have a Sizeable Impact on Apple StockApple’s VR/AR headset went from an exciting rumor to something that could help take the stock to the next level. Undoubtedly, Apple is unlikely to demo something to its board of directors until it has a relatively-polished product on its hands.With the recent trademarking of “reality OS,” Apple’s next game-changing device feels as close as ever. Indeed, it’s an exciting time to be an Apple investor, with the stock down around 17% from its all-time high, given how material the mixed-reality headset could be.Even if the VR/AR headset has entered its advanced stages, it’s difficult to forecast when Apple will pull the curtain on its latest innovation.The company’s annual WWDC (Worldwide Developers Conference) is just a few days away. Though the conference unveils many cutting-edge innovations, it’s unlikely that the VR/AR headset will be unveiled at such an event. The device could land in the back half of 2022. Further, I wouldn’t be surprised if the company needs time to add more polish.Should Meta be Scared as Apple Looks to Reinvent the VR/AR Headset?Currently, Meta is one of the go-to metaverse plays for investors. CEO Mark Zuckerberg has not shied away from its plans and intentions. Its Oculus Quest and Cambria headsets aim to be one of the top devices in the VR/AR headset market. However, there are many other challengers already, including HTC and Valve. Nonetheless, it’s arguable that Meta has the edge, given its deep pockets and renewed focus.Still, it’s tough to get excited about Meta and the current state of its metaverse lineup. Meta’s VR-based social platform Horizon Worlds recently eclipsed 300,000 users, with impressive growth since its launch.As Apple aims to reinvent the VR and AR experience, with its more than 1 billion active iPhone users, it could easily take away the shine from Meta.For now, the last thing Apple CEO Tim Cook should do is rush his efforts, as Zuckerberg did. Only when the device and software are ready to impress will Cook give the green light for launch.Wall Street’s TakeTurning to Wall Street, AAPL stock comes in as a Strong Buy. Out of 27 analyst ratings, there are 21 Buys and six Hold recommendations.The average Apple price target is $186.61 implying an upside potential of 23.4%. Analyst price targets range from a low of $160.00 per share to a high of $210.00 per share.The Bottom Line on Apple StockAfter a steep valuation reset, Apple stock trades at 24.6 times trailing earnings. That’s a price that’s too cheap to pass up, given the VR/AR headset in the pipeline and the alleviation of COVID-19 supply-chain disruptions likely to accompany the lifting of lockdowns in China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027407420,"gmtCreate":1654060727660,"gmtModify":1676535387776,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Bruh","listText":"Bruh","text":"Bruh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027407420","repostId":"2239439172","repostType":4,"repost":{"id":"2239439172","kind":"highlight","pubTimestamp":1654049393,"share":"https://ttm.financial/m/news/2239439172?lang=&edition=fundamental","pubTime":"2022-06-01 10:09","market":"us","language":"en","title":"Why It Makes Sense That Apple Is Warren Buffett's Largest Holding","url":"https://stock-news.laohu8.com/highlight/detail?id=2239439172","media":"Motley Fool","summary":"There's a lot to love about this Berkshire Hathaway holding.","content":"<html><head></head><body><p>Investors can&#39;t seem to get enough of Warren Buffett and his investing strategy. After all, the Oracle of Omaha is one of the most affluent investors of all time, as evident by the success of his multinational holding company, <b>Berkshire Hathaway</b>. If you take a look at Berkshire&#39;s investment portfolio, you&#39;ll notice that roughly 40% of its value is in just one stock, <b>Apple</b>. Berkshire&#39;s Apple stock is worth about $128 billion.</p><p>So, why does Buffett love Apple so much? Here are three reasons Apple is Berkshire&#39;s largest holding.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4ad8c326ec267647ab1dbca80bdaf68\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Consistent and predictable financials</h2><p>Apple has one of the most resilient businesses in the world and this is helping it shine today. While many big tech companies have posted weaker-than-expected quarterly reports recently -- owing to a range of macro and company-specific headwinds -- Apple was firing on all cylinders in its most recent quarter.</p><p>The company&#39;s $97.3 billion in total sales climbed 8.6% year over year and beat Wall Street estimates by 3.5%, and its $1.52 earnings per share finished ahead of consensus forecasts by 6.3%. While the 6.6% expansion in its core product business, i.e., iPhone, iPad, Mac, and wearables, Home, and accessories, was solid, it was the company&#39;s services segment that wore the crown for most-robust growth. The services category surged 17% to a record $19.8 billion, serving as the primary catalyst for growth with both big growth and big margins.</p><p>&#34;These impressive results reflect the impact of our continued investment in improving and expanding our services portfolio and the positive momentum that we&#39;re seeing on many fronts,&#34; said CFO Luca Maestri during the quarterly call with analysts. The services segment includes the App Store, iTunes, Apple Pay, iCloud, and AppleCare.</p><p>For the full fiscal year 2022, analysts are modeling a top line of $394.2 billion and earnings of $6.15 a share, translating to 8% and 10% growth year over year, respectively. Apple&#39;s popular product business and growing services segment position the technology giant well.</p><h2>2. The ability to generate cash</h2><p>Buffett once said, &#34;Cash is to a business as oxygen is to an individual.&#34; Apple certainly embodies that. The company has a cash position of $28.1 billion and is practically a money-printing machine. In the past 12 months, it generated $105.8 billion in free cash flow (FCF), and the three-year levered FCF compound annual growth rate is 13%.</p><p>Having a large cash position is beneficial for several reasons. First, it enables a company to meet all of its obligations and provides security in the case of unexpected economic events.</p><p>Equally important, it allows the company to reward shareholders via dividends and stock buybacks and allows reinvestment into the business. Recently, Apple&#39;s board of directors approved a 5% boost in its quarterly dividend, up to $0.23 a share -- the stock is yielding less than 1% at its current price -- and authorized an increase of $90 billion to the company&#39;s share repurchase plan.  In short, a sizable cash position offers peak stability and financial flexibility, two key traits that Buffett looks for in a stock.</p><h2>3. A wide economic moat and brand recognition</h2><p>The power of the brand is often a key driver of a company&#39;s success. According to <i>Forbes</i>, Apple is the most valuable brand in the world. Apple&#39;s level of recognition helped it generate $386 billion in trailing-12-month revenue as of late March and capture just more than 50% of the smartphone market in the United States last year.</p><p>Today, the iPhone maker&#39;s $2.3 trillion market capitalization equates to 11% of the United States&#39; 2020 GDP and is on par with that of the United Kingdom. Apple locks users into its ecosystem and has a strong economic moat. It&#39;s created a strong love for its products and routinely introduces new ones. This leads to more predictability for investors and a very durable business for Apple, regardless of the economic climate. For Buffett, an investor who seeks out companies with wide and long-lasting moats, Apple is the perfect stock to sit atop the Berkshire portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why It Makes Sense That Apple Is Warren Buffett's Largest Holding</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 It Makes Sense That Apple Is Warren Buffett's Largest Holding\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-01 10:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/31/why-it-makes-sense-that-apple-is-warren-buffetts-l/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors can't seem to get enough of Warren Buffett and his investing strategy. After all, the Oracle of Omaha is one of the most affluent investors of all time, as evident by the success of his ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/31/why-it-makes-sense-that-apple-is-warren-buffetts-l/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/05/31/why-it-makes-sense-that-apple-is-warren-buffetts-l/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239439172","content_text":"Investors can't seem to get enough of Warren Buffett and his investing strategy. After all, the Oracle of Omaha is one of the most affluent investors of all time, as evident by the success of his multinational holding company, Berkshire Hathaway. If you take a look at Berkshire's investment portfolio, you'll notice that roughly 40% of its value is in just one stock, Apple. Berkshire's Apple stock is worth about $128 billion.So, why does Buffett love Apple so much? Here are three reasons Apple is Berkshire's largest holding.Image source: Getty Images.1. Consistent and predictable financialsApple has one of the most resilient businesses in the world and this is helping it shine today. While many big tech companies have posted weaker-than-expected quarterly reports recently -- owing to a range of macro and company-specific headwinds -- Apple was firing on all cylinders in its most recent quarter.The company's $97.3 billion in total sales climbed 8.6% year over year and beat Wall Street estimates by 3.5%, and its $1.52 earnings per share finished ahead of consensus forecasts by 6.3%. While the 6.6% expansion in its core product business, i.e., iPhone, iPad, Mac, and wearables, Home, and accessories, was solid, it was the company's services segment that wore the crown for most-robust growth. The services category surged 17% to a record $19.8 billion, serving as the primary catalyst for growth with both big growth and big margins.\"These impressive results reflect the impact of our continued investment in improving and expanding our services portfolio and the positive momentum that we're seeing on many fronts,\" said CFO Luca Maestri during the quarterly call with analysts. The services segment includes the App Store, iTunes, Apple Pay, iCloud, and AppleCare.For the full fiscal year 2022, analysts are modeling a top line of $394.2 billion and earnings of $6.15 a share, translating to 8% and 10% growth year over year, respectively. Apple's popular product business and growing services segment position the technology giant well.2. The ability to generate cashBuffett once said, \"Cash is to a business as oxygen is to an individual.\" Apple certainly embodies that. The company has a cash position of $28.1 billion and is practically a money-printing machine. In the past 12 months, it generated $105.8 billion in free cash flow (FCF), and the three-year levered FCF compound annual growth rate is 13%.Having a large cash position is beneficial for several reasons. First, it enables a company to meet all of its obligations and provides security in the case of unexpected economic events.Equally important, it allows the company to reward shareholders via dividends and stock buybacks and allows reinvestment into the business. Recently, Apple's board of directors approved a 5% boost in its quarterly dividend, up to $0.23 a share -- the stock is yielding less than 1% at its current price -- and authorized an increase of $90 billion to the company's share repurchase plan.  In short, a sizable cash position offers peak stability and financial flexibility, two key traits that Buffett looks for in a stock.3. A wide economic moat and brand recognitionThe power of the brand is often a key driver of a company's success. According to Forbes, Apple is the most valuable brand in the world. Apple's level of recognition helped it generate $386 billion in trailing-12-month revenue as of late March and capture just more than 50% of the smartphone market in the United States last year.Today, the iPhone maker's $2.3 trillion market capitalization equates to 11% of the United States' 2020 GDP and is on par with that of the United Kingdom. Apple locks users into its ecosystem and has a strong economic moat. It's created a strong love for its products and routinely introduces new ones. This leads to more predictability for investors and a very durable business for Apple, regardless of the economic climate. For Buffett, an investor who seeks out companies with wide and long-lasting moats, Apple is the perfect stock to sit atop the Berkshire portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027387564,"gmtCreate":1653971423058,"gmtModify":1676535372026,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"&nbsp;Nice","listText":"&nbsp;Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027387564","repostId":"1147666168","repostType":4,"repost":{"id":"1147666168","kind":"news","pubTimestamp":1653966524,"share":"https://ttm.financial/m/news/1147666168?lang=&edition=fundamental","pubTime":"2022-05-31 11:08","market":"us","language":"en","title":"From Growth to Profitability - Analyzing the Turn of Meta's Story","url":"https://stock-news.laohu8.com/highlight/detail?id=1147666168","media":"Simply Wall St","summary":"Key takeaways:Meta's stock price is dropping, likely because investors anticipate a reduction in spe","content":"<html><head></head><body><p><b>Key takeaways:</b></p><ul><li>Meta&#39;s stock price is dropping, likely because investors anticipate a reduction in spend by advertisers, directly impacting the future bottom line.</li><li>The company is attempting to counter this by lowering expenses, freezing hiring till the end of 2022, and shifting the priority from growth to profit.</li><li>The pessimistic outlook, presented by Snap Inc., served as a catalyst for the price drop, while investors that are bullish on Meta may consider this as a possible opportunity.</li></ul><p><img src=\"https://static.tigerbbs.com/7995c22d9c7113dc0d56b3fa0147e5ea\" tg-width=\"1136\" tg-height=\"411\" width=\"100%\" height=\"auto\"/></p><p><b>Meta Platforms, Inc.&#39;s</b> (NASDAQ:FB) has been in the news lately, primarily centered around the partial hiring halt of the company, as uncertainties regarding the future growth and profitability mount. In this article, we will go through some key fundamentals of Meta, and see what the change in direction may mean for the company.</p><p>First, we need to establish the current performance of the company. Meta had an impressive track record in the last two years, mostly boosted by the pandemic along with a low interest rate environment. The stock peaked at about US$380 per share in September 2021, and gradually started declining, until the sudden drop in February 2022. Meta lost about 40% of its market cap in the last 12 months, and has been trading mostly flat ever since.</p><p><b>Analyzing Growth</b></p><p>Considering the fundamentals, we can see that Meta has made large strides in growth <b>since 2016</b>, when the company made US$27.6b in revenue, to the first quarter of 2022, when Meta made US$120b in trailing twelve moth revenue. This reflects a <b>total growth of about 330%.</b></p><p>Looking at the annual growth performance, we can see that Meta had a <b>CAGR</b>- (Compound Annual Growth Rate) of <b>31.6% in the last 5 years</b>. This high growth rate is partly what was responsible for high investor enthusiasm when the stock was priced around US$1 Trillion.</p><p>In the chart below, we can see the jump in financial performance during this period.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f15cf71fcb1dfcbef67fa659f370609\" tg-width=\"821\" tg-height=\"560\" width=\"100%\" height=\"auto\"/><span>NasdaqGS:FB Earnings and Revenue History May 24th 2022</span></p><p><b>Profitability</b></p><p>In the past 3 years,Meta&#39;s net income margin has slowly declined from 41% at the end of 2018, to 31.2% in the last twelve months.</p><p>The free cash flows however, paint a slightly different picture for investors, and are currently at US$39.8b. Investors seem to be pricing-in little to flat revenue growth for Meta, but as long as the cash flows don&#39;t decline, the company can regain investors&#39; confidence.</p><p>That is why it is important to look at what analysts are forecasting in terms of both top and bottom line for Meta.Reviewing their forecasts, it seems that analysts expect the company to grow revenues at 12.7% annually, and earnings at 13.7%.</p><p>Should Meta&#39;s leadership manage to achieve these projections, then there is a case to be made that the company may be undervalued.</p><p><b>Potential Pressures</b></p><p>As we noted in the introduction, Meta announced a hiring freeze for mid-senior roles until the end of the year. This may indicate that the company is trying to save money in order to reach their target bottom line - After the small growth drop in the previous quarter, management may be understandably more strict with spending, and will attempt to make sure that the company is on track for shareholders.</p><p>The company seems to be internally changing course, as the press releases for the big Metaverse project have slowed down, possibly indicating that Meta is changing the short-term focus to profitability. The Reality Labs - their Metaverse project, are a drain on current profitability, and the company has <b>revised their target spending from US$90-95b to US$87-92b.</b>This may be interpreted as a sign that the company is bracing for economic headwinds, as was noted by the leaked letter of Meta&#39;s CFO to employees.</p><p>The second pressure, is the notable drop in <b>Snap&#39;s</b> (NYSE:SNAP) stock price of 40% in a day. This is seen as a precursor to lower economic activity, which has the effect of pulling companies like Meta and Alphabet (NASDAQ:GOOGL) down with it.</p><p>Investors are becoming more reserved when looking at the future of online advertisers, which could conversely make them oversold, and for bullish investors this can become an opportunity.</p><p><b>Conclusion</b></p><p>Meta has a very impressive historical performance, and <b>even if the company only manages to retain current profitability levels,</b> it may justify a higher market valuation.</p><p>The future is arguably becoming a looming threat for Meta, in case a larger than anticipated decline in earnings happens, we should remind ourselves that Meta is still making US$40b in free cash flows for investors, with a 31.2% net margin, giving it a significant amount of moat.</p><p>In this article, we&#39;ve looked at a number of factors that can impair the utility of profit numbers.But there are plenty of other ways to inform your opinion of a company.Some people consider a high return on equity to be a good sign of a quality business.So you may wish to see this <b>free</b> collection of companies boasting high return on equity, or this list of stocks that insiders are buying.</p></body></html>","source":"lsy1580989461469","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>From Growth to Profitability - Analyzing the Turn of Meta's Story</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\">\nFrom Growth to Profitability - Analyzing the Turn of Meta's Story\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 11:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/media/nasdaq-fb/meta-platforms/news/from-growth-to-profitability-analyzing-the-turn-of-metas-nas><strong>Simply Wall St</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key takeaways:Meta's stock price is dropping, likely because investors anticipate a reduction in spend by advertisers, directly impacting the future bottom line.The company is attempting to counter ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nasdaq-fb/meta-platforms/news/from-growth-to-profitability-analyzing-the-turn-of-metas-nas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://simplywall.st/stocks/us/media/nasdaq-fb/meta-platforms/news/from-growth-to-profitability-analyzing-the-turn-of-metas-nas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147666168","content_text":"Key takeaways:Meta's stock price is dropping, likely because investors anticipate a reduction in spend by advertisers, directly impacting the future bottom line.The company is attempting to counter this by lowering expenses, freezing hiring till the end of 2022, and shifting the priority from growth to profit.The pessimistic outlook, presented by Snap Inc., served as a catalyst for the price drop, while investors that are bullish on Meta may consider this as a possible opportunity.Meta Platforms, Inc.'s (NASDAQ:FB) has been in the news lately, primarily centered around the partial hiring halt of the company, as uncertainties regarding the future growth and profitability mount. In this article, we will go through some key fundamentals of Meta, and see what the change in direction may mean for the company.First, we need to establish the current performance of the company. Meta had an impressive track record in the last two years, mostly boosted by the pandemic along with a low interest rate environment. The stock peaked at about US$380 per share in September 2021, and gradually started declining, until the sudden drop in February 2022. Meta lost about 40% of its market cap in the last 12 months, and has been trading mostly flat ever since.Analyzing GrowthConsidering the fundamentals, we can see that Meta has made large strides in growth since 2016, when the company made US$27.6b in revenue, to the first quarter of 2022, when Meta made US$120b in trailing twelve moth revenue. This reflects a total growth of about 330%.Looking at the annual growth performance, we can see that Meta had a CAGR- (Compound Annual Growth Rate) of 31.6% in the last 5 years. This high growth rate is partly what was responsible for high investor enthusiasm when the stock was priced around US$1 Trillion.In the chart below, we can see the jump in financial performance during this period.NasdaqGS:FB Earnings and Revenue History May 24th 2022ProfitabilityIn the past 3 years,Meta's net income margin has slowly declined from 41% at the end of 2018, to 31.2% in the last twelve months.The free cash flows however, paint a slightly different picture for investors, and are currently at US$39.8b. Investors seem to be pricing-in little to flat revenue growth for Meta, but as long as the cash flows don't decline, the company can regain investors' confidence.That is why it is important to look at what analysts are forecasting in terms of both top and bottom line for Meta.Reviewing their forecasts, it seems that analysts expect the company to grow revenues at 12.7% annually, and earnings at 13.7%.Should Meta's leadership manage to achieve these projections, then there is a case to be made that the company may be undervalued.Potential PressuresAs we noted in the introduction, Meta announced a hiring freeze for mid-senior roles until the end of the year. This may indicate that the company is trying to save money in order to reach their target bottom line - After the small growth drop in the previous quarter, management may be understandably more strict with spending, and will attempt to make sure that the company is on track for shareholders.The company seems to be internally changing course, as the press releases for the big Metaverse project have slowed down, possibly indicating that Meta is changing the short-term focus to profitability. The Reality Labs - their Metaverse project, are a drain on current profitability, and the company has revised their target spending from US$90-95b to US$87-92b.This may be interpreted as a sign that the company is bracing for economic headwinds, as was noted by the leaked letter of Meta's CFO to employees.The second pressure, is the notable drop in Snap's (NYSE:SNAP) stock price of 40% in a day. This is seen as a precursor to lower economic activity, which has the effect of pulling companies like Meta and Alphabet (NASDAQ:GOOGL) down with it.Investors are becoming more reserved when looking at the future of online advertisers, which could conversely make them oversold, and for bullish investors this can become an opportunity.ConclusionMeta has a very impressive historical performance, and even if the company only manages to retain current profitability levels, it may justify a higher market valuation.The future is arguably becoming a looming threat for Meta, in case a larger than anticipated decline in earnings happens, we should remind ourselves that Meta is still making US$40b in free cash flows for investors, with a 31.2% net margin, giving it a significant amount of moat.In this article, we've looked at a number of factors that can impair the utility of profit numbers.But there are plenty of other ways to inform your opinion of a company.Some people consider a high return on equity to be a good sign of a quality business.So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks that insiders are buying.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027384235,"gmtCreate":1653971334728,"gmtModify":1676535372003,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"&nbsp;Nice","listText":"&nbsp;Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027384235","repostId":"2238520329","repostType":4,"repost":{"id":"2238520329","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653912407,"share":"https://ttm.financial/m/news/2238520329?lang=&edition=fundamental","pubTime":"2022-05-30 20:06","market":"us","language":"en","title":"Web3 Was Supposed to Save the Internet. It Has a Long Way to Go","url":"https://stock-news.laohu8.com/highlight/detail?id=2238520329","media":"Dow Jones","summary":"Early this year when anything still seemed possible for technology companies, futurists and venture ","content":"<html><head></head><body><p>Early this year when anything still seemed possible for technology companies, futurists and venture capitalists were enthralled with the idea of building a new internet. Web3, as it became known, was poised to recapture the 1990s promise of a decentralized internet, free from gatekeepers and trillion-dollar platforms.</p><p>Cryptocurrencies had the starring role in the Web3 dream. Crypto, in theory, could wrest control from giants like <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (ticker: FB), Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, and Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>. It would shift our online activities to blockchains -- handling everything from payments and trading to videogaming, social media, even real estate. It could also shift the economics to users, giving them financial incentives to govern and secure the networks.</p><p>A record $25 billion was plowed into crypto start-ups last year, with another $30 billion on track for this year, according to Bank of America. Even the recent downturn in crypto doesn&#39;t seem to have chilled new investment. This past week, venture-capital firm a16z announced a new crypto fund totaling $4.5 billion.</p><p>&#34;We think we are now entering the golden era of web3,&#34; a16z partner Chris Dixon wrote in announcing the investment.</p><p>And yet Web3 remains a heavy lift -- it&#39;s full of contradictions, glitchy technology, regulatory uncertainty, and competing economic interests. There&#39;s debate over who will &#34;own&#34; it -- companies backed by Silicon Valley venture capital, or the users themselves. And the crypto markets&#39; downturn -- wiping out more than $1 trillion in value for tokens this year -- makes a blockchain-based web even harder to fathom.</p><p>In the near term, Web3 may be a casualty of a tech backlash that has sent the Nasdaq Composite index down more than 25% this year. Crypto-related stocks have tanked, including Coinbase Global <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a> and Microstrategy <a href=\"https://laohu8.com/S/MSTR\">$(MSTR)$</a>, and payment apps <a href=\"https://laohu8.com/S/SQ\">Block</a> (SQ) and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings (PYPL). Among crypto start-ups, investment is harder to come by, and valuations are falling. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> forecasts that failure rates will rise.</p><p>Crypto fans talking up Web3 as a revolution face pushback from critics who see it as a marketing gimmick. In the end, Web3 is likely to fall somewhere in between.</p><p>&#34;We may have to go through <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two hype cycles before the most important elements of the technology break through,&#34; says Gavin Wood, a co-founder of the Ethereum blockchain and head of another blockchain enterprise called Polkadot. As he sees it, Web3 today is where the internet was in 1998 -- early in its adoption but with vast potential and boom-bust cycles ahead.</p><p>&#34;Web3 is the next generation of the internet with capabilities that go well beyond what we have today,&#34; says Mark Palmer, a digital-asset analyst at brokerage BTIG. &#34;But the citizenry is not rising up to overthrow Web2.&#34;</p><p>Understanding Web3 requires a dip in the hot-tub time machine. Web1, the first generation from the 1990s, was based on static pages and directories that served as the first internet indexes. Web1&#39;s dial-up services, browsers, and banner ads evolved into the more modern internet, which came to be known as Web2. Companies like Amazon, Meta, Alphabet, Apple, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> now oversee the core of our web experiences. Walled gardens like Instagram, YouTube, and Apple&#39;s App Store prevail. Digital assets like videogame avatars and social-media followings sit on platforms owned by the giants.</p><p>In some ways, Web3 aims to turn back the clock, cutting out the intermediaries and dispersing apps, services, and digital assets on decentralized networks like Ethereum and other blockchains. Today, those networks are primarily used for trading and lending crypto assets, including new varieties like nonfungible tokens, or NFTs, and stablecoins, which are designed to maintain a fixed value.</p><p>But all sorts of other financial products and services could live on blockchains, potentially reducing the economic friction now associated with cross-border payments and transaction fees for goods and services. &#34;Blockchains have the potential to clear and settle transactions in a much more efficient way than traditional technology,&#34; says Sarah Hammer, an adjunct professor at the University of Pennsylvania Law School who specializes in crypto.</p><p>One example of Web3 already in practice is Filecoin, a crypto-powered storage network. Rather than storing files on cloud-based servers -- where they are ultimately controlled by a handful of big-tech operators -- they can be distributed and encrypted on personal hard drives with spare capacity. Testimonies of Holocaust and other genocide survivors are being preserved through Filecoin.</p><p>&#34;It&#39;s like Airbnb for file storage,&#34; says Marta Belcher, president and chair of the Filecoin Foundation. &#34;If you have extra space on your hard drive, you can rent it out. We think of it as the foundation for the next generation of the internet.&#34;</p><p>Filecoin may just scratch the surface of decentralized technologies. Projects like Helium aim to challenge telecom networks by distributing long-range Wi-Fi hot spots to individuals, giving financial incentives and payments for data traffic in tokens. NFTs allow for property rights, licensing agreements, and royalties to be traced and tracked. That opens up avenues for NFTs to become conduits for things like mortgages, car ownership titles, diplomas, and concert tickets. &#34;There&#39;s an infinite number of things you can do with a computer, and that&#39;s equivalent to what you can do with an NFT,&#34; says Gui Karyo, chief information officer of Dapper Labs, a leading NFT company.</p><p>Ideally, Web3 advocates say, the technology will lay the foundations for a more egalitarian web where the &#34;rents&#34; now charged by intermediaries will be more widely distributed. &#34;We should be moving to an internet where your digital property rights are genuine -- you&#39;re not a serf on Jack Dorsey&#39;s or Mark Zuckerberg&#39;s plantation; you own your homestead,&#34; says Nic Carter, a venture-capital investor in Web3 start-ups at Castle Island Ventures.</p><p>Silicon Valley&#39;s biggest and most successful venture-capital firms are investing heavily. &#34;Programmable blockchains are sufficiently advanced, and a diverse range of apps have reached tens of millions of users,&#34; a16z&#39;s Dixon said in a post this past week. Tokens also give users &#34;property rights: the ability to own a piece of the internet,&#34; he said in an previous post on Web3.</p><p>Web3 overlaps with the metaverse, another of tech&#39;s hottest topics before the recent selloff. The metaverse foresees a new internet based on virtual realities, online avatars, and new ways for people to socialize and work.</p><p>Facebook rebranded itself as Meta Platforms, betting that its Instagram, Facebook, and WhatsApp could become Web2 relics without help from blockchains, cryptos, and NFTs, which could grant consumers more control of their digital lives. Meta is now working on incorporating NFTs into Instagram. The currencies of digital worlds, whether for gaming, social, or e-commerce, are likely to be stablecoins -- digital tokens aimed at holding a peg to a dollar.</p><p>Yet Facebook&#39;s move is a reminder that the Web2 giants aren&#39;t sitting still. In the end, Web3 is unlikely to displace them. Indeed, there&#39;s good reason to think Web3 won&#39;t be all that decentralized. For one, it&#39;s being funded by many of the same entities that built Web2.</p><p>A16z, formally called Andreessen Horowitz, was an early investor in many Web2 stalwarts, including Facebook, Box, Lyft, and Pinterest.</p><p>Now, the firm owns stakes in dozens of crypto start-ups, including OpenSea and Dapper Labs, along with decentralized-finance, or DeFi, platforms including Ava Labs, Uniswap Labs, dYdX, and Compound. These DeFi platforms consist of &#34;smart contracts&#34; that set the conditions of a trade, cutting out intermediaries like a brokerage or centralized exchange.</p><p>VC firms aren&#39;t making investments based on sheer goodwill. They expect returns on capital and are likely to maintain stakes through token ownership or warrants. The platforms themselves may be decentralized, in the sense that anyone with some technical skills can write a &#34;permissionless&#34; smart contract and execute a trade without a broker/dealer. But that doesn&#39;t mean the platform isn&#39;t owned or governed by a corporate entity.</p><p>That rubs some tech gurus the wrong way. <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> co-founder Jack Dorsey stirred up an online frenzy last December when he tweeted, &#34;You don&#39;t own &#39;web3.&#39; The VCs and their LPs do,&#34; referring to venture-capital firms and their investors known as limited partners. &#34;It&#39;s ultimately a centralized entity with a different label.&#34;</p><p>Representatives for Dorsey and a16z declined to comment.</p><p>Crypto is proving enticing to VC firms partly because of the attractive &#34;tokenomics.&#34; For a traditional VC deal, the path from initial funding to exit usually takes five to seven years. In crypto, that timeline can be compressed to just two years, with VCs exiting their investment when a token goes live on an exchange or takes off on a DeFi platform.</p><p>&#34;You have a very short time to liquidity -- often it&#39;s like 24 months -- so even if the business doesn&#39;t pan out, you can still exit,&#34; says Carter. &#34;That&#39;s why crypto is so popular with VCs; even your losers can get liquidity, and you can exit before a product comes out.&#34;</p><p>The nebulous nature of Web3 is also alluring for early backers. &#34;There&#39;s no definition, and that&#39;s deliberate,&#34; says Carter, who backs crypto start-ups. &#34;If something is poorly defined, as an entrepreneur you can claim you&#39;re building it even if you&#39;re not. The lack of codification works to the benefit of people in the industry.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Web3 Was Supposed to Save the Internet. It Has a Long Way to Go</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\">\nWeb3 Was Supposed to Save the Internet. It Has a Long Way to Go\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-30 20:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Early this year when anything still seemed possible for technology companies, futurists and venture capitalists were enthralled with the idea of building a new internet. Web3, as it became known, was poised to recapture the 1990s promise of a decentralized internet, free from gatekeepers and trillion-dollar platforms.</p><p>Cryptocurrencies had the starring role in the Web3 dream. Crypto, in theory, could wrest control from giants like <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (ticker: FB), Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, and Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>. It would shift our online activities to blockchains -- handling everything from payments and trading to videogaming, social media, even real estate. It could also shift the economics to users, giving them financial incentives to govern and secure the networks.</p><p>A record $25 billion was plowed into crypto start-ups last year, with another $30 billion on track for this year, according to Bank of America. Even the recent downturn in crypto doesn&#39;t seem to have chilled new investment. This past week, venture-capital firm a16z announced a new crypto fund totaling $4.5 billion.</p><p>&#34;We think we are now entering the golden era of web3,&#34; a16z partner Chris Dixon wrote in announcing the investment.</p><p>And yet Web3 remains a heavy lift -- it&#39;s full of contradictions, glitchy technology, regulatory uncertainty, and competing economic interests. There&#39;s debate over who will &#34;own&#34; it -- companies backed by Silicon Valley venture capital, or the users themselves. And the crypto markets&#39; downturn -- wiping out more than $1 trillion in value for tokens this year -- makes a blockchain-based web even harder to fathom.</p><p>In the near term, Web3 may be a casualty of a tech backlash that has sent the Nasdaq Composite index down more than 25% this year. Crypto-related stocks have tanked, including Coinbase Global <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a> and Microstrategy <a href=\"https://laohu8.com/S/MSTR\">$(MSTR)$</a>, and payment apps <a href=\"https://laohu8.com/S/SQ\">Block</a> (SQ) and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings (PYPL). Among crypto start-ups, investment is harder to come by, and valuations are falling. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> forecasts that failure rates will rise.</p><p>Crypto fans talking up Web3 as a revolution face pushback from critics who see it as a marketing gimmick. In the end, Web3 is likely to fall somewhere in between.</p><p>&#34;We may have to go through <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two hype cycles before the most important elements of the technology break through,&#34; says Gavin Wood, a co-founder of the Ethereum blockchain and head of another blockchain enterprise called Polkadot. As he sees it, Web3 today is where the internet was in 1998 -- early in its adoption but with vast potential and boom-bust cycles ahead.</p><p>&#34;Web3 is the next generation of the internet with capabilities that go well beyond what we have today,&#34; says Mark Palmer, a digital-asset analyst at brokerage BTIG. &#34;But the citizenry is not rising up to overthrow Web2.&#34;</p><p>Understanding Web3 requires a dip in the hot-tub time machine. Web1, the first generation from the 1990s, was based on static pages and directories that served as the first internet indexes. Web1&#39;s dial-up services, browsers, and banner ads evolved into the more modern internet, which came to be known as Web2. Companies like Amazon, Meta, Alphabet, Apple, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> now oversee the core of our web experiences. Walled gardens like Instagram, YouTube, and Apple&#39;s App Store prevail. Digital assets like videogame avatars and social-media followings sit on platforms owned by the giants.</p><p>In some ways, Web3 aims to turn back the clock, cutting out the intermediaries and dispersing apps, services, and digital assets on decentralized networks like Ethereum and other blockchains. Today, those networks are primarily used for trading and lending crypto assets, including new varieties like nonfungible tokens, or NFTs, and stablecoins, which are designed to maintain a fixed value.</p><p>But all sorts of other financial products and services could live on blockchains, potentially reducing the economic friction now associated with cross-border payments and transaction fees for goods and services. &#34;Blockchains have the potential to clear and settle transactions in a much more efficient way than traditional technology,&#34; says Sarah Hammer, an adjunct professor at the University of Pennsylvania Law School who specializes in crypto.</p><p>One example of Web3 already in practice is Filecoin, a crypto-powered storage network. Rather than storing files on cloud-based servers -- where they are ultimately controlled by a handful of big-tech operators -- they can be distributed and encrypted on personal hard drives with spare capacity. Testimonies of Holocaust and other genocide survivors are being preserved through Filecoin.</p><p>&#34;It&#39;s like Airbnb for file storage,&#34; says Marta Belcher, president and chair of the Filecoin Foundation. &#34;If you have extra space on your hard drive, you can rent it out. We think of it as the foundation for the next generation of the internet.&#34;</p><p>Filecoin may just scratch the surface of decentralized technologies. Projects like Helium aim to challenge telecom networks by distributing long-range Wi-Fi hot spots to individuals, giving financial incentives and payments for data traffic in tokens. NFTs allow for property rights, licensing agreements, and royalties to be traced and tracked. That opens up avenues for NFTs to become conduits for things like mortgages, car ownership titles, diplomas, and concert tickets. &#34;There&#39;s an infinite number of things you can do with a computer, and that&#39;s equivalent to what you can do with an NFT,&#34; says Gui Karyo, chief information officer of Dapper Labs, a leading NFT company.</p><p>Ideally, Web3 advocates say, the technology will lay the foundations for a more egalitarian web where the &#34;rents&#34; now charged by intermediaries will be more widely distributed. &#34;We should be moving to an internet where your digital property rights are genuine -- you&#39;re not a serf on Jack Dorsey&#39;s or Mark Zuckerberg&#39;s plantation; you own your homestead,&#34; says Nic Carter, a venture-capital investor in Web3 start-ups at Castle Island Ventures.</p><p>Silicon Valley&#39;s biggest and most successful venture-capital firms are investing heavily. &#34;Programmable blockchains are sufficiently advanced, and a diverse range of apps have reached tens of millions of users,&#34; a16z&#39;s Dixon said in a post this past week. Tokens also give users &#34;property rights: the ability to own a piece of the internet,&#34; he said in an previous post on Web3.</p><p>Web3 overlaps with the metaverse, another of tech&#39;s hottest topics before the recent selloff. The metaverse foresees a new internet based on virtual realities, online avatars, and new ways for people to socialize and work.</p><p>Facebook rebranded itself as Meta Platforms, betting that its Instagram, Facebook, and WhatsApp could become Web2 relics without help from blockchains, cryptos, and NFTs, which could grant consumers more control of their digital lives. Meta is now working on incorporating NFTs into Instagram. The currencies of digital worlds, whether for gaming, social, or e-commerce, are likely to be stablecoins -- digital tokens aimed at holding a peg to a dollar.</p><p>Yet Facebook&#39;s move is a reminder that the Web2 giants aren&#39;t sitting still. In the end, Web3 is unlikely to displace them. Indeed, there&#39;s good reason to think Web3 won&#39;t be all that decentralized. For one, it&#39;s being funded by many of the same entities that built Web2.</p><p>A16z, formally called Andreessen Horowitz, was an early investor in many Web2 stalwarts, including Facebook, Box, Lyft, and Pinterest.</p><p>Now, the firm owns stakes in dozens of crypto start-ups, including OpenSea and Dapper Labs, along with decentralized-finance, or DeFi, platforms including Ava Labs, Uniswap Labs, dYdX, and Compound. These DeFi platforms consist of &#34;smart contracts&#34; that set the conditions of a trade, cutting out intermediaries like a brokerage or centralized exchange.</p><p>VC firms aren&#39;t making investments based on sheer goodwill. They expect returns on capital and are likely to maintain stakes through token ownership or warrants. The platforms themselves may be decentralized, in the sense that anyone with some technical skills can write a &#34;permissionless&#34; smart contract and execute a trade without a broker/dealer. But that doesn&#39;t mean the platform isn&#39;t owned or governed by a corporate entity.</p><p>That rubs some tech gurus the wrong way. <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> co-founder Jack Dorsey stirred up an online frenzy last December when he tweeted, &#34;You don&#39;t own &#39;web3.&#39; The VCs and their LPs do,&#34; referring to venture-capital firms and their investors known as limited partners. &#34;It&#39;s ultimately a centralized entity with a different label.&#34;</p><p>Representatives for Dorsey and a16z declined to comment.</p><p>Crypto is proving enticing to VC firms partly because of the attractive &#34;tokenomics.&#34; For a traditional VC deal, the path from initial funding to exit usually takes five to seven years. In crypto, that timeline can be compressed to just two years, with VCs exiting their investment when a token goes live on an exchange or takes off on a DeFi platform.</p><p>&#34;You have a very short time to liquidity -- often it&#39;s like 24 months -- so even if the business doesn&#39;t pan out, you can still exit,&#34; says Carter. &#34;That&#39;s why crypto is so popular with VCs; even your losers can get liquidity, and you can exit before a product comes out.&#34;</p><p>The nebulous nature of Web3 is also alluring for early backers. &#34;There&#39;s no definition, and that&#39;s deliberate,&#34; says Carter, who backs crypto start-ups. &#34;If something is poorly defined, as an entrepreneur you can claim you&#39;re building it even if you&#39;re not. The lack of codification works to the benefit of people in the industry.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4508":"社交媒体","BK4535":"淡马锡持仓","PYPL":"PayPal","BK4559":"巴菲特持仓","BK4527":"明星科技股","MSTR":"MicroStrategy","BK4077":"互动媒体与服务","BK4501":"段永平概念","BK4538":"云计算","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4574":"无人驾驶","GOOG":"谷歌","BK4561":"索罗斯持仓","BK4573":"虚拟现实","GOOGL":"谷歌A","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","META":"Meta Platforms, Inc.","BK4504":"桥水持仓","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","BK4112":"金融交易所和数据","BK4514":"搜索引擎","BK4539":"次新股","SQ":"Block","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4106":"数据处理与外包服务","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","COIN":"Coinbase Global, Inc.","BK4571":"数字音乐概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","MSFT":"微软","BK4525":"远程办公概念","BK4566":"资本集团","BK4575":"芯片概念","BK4524":"宅经济概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238520329","content_text":"Early this year when anything still seemed possible for technology companies, futurists and venture capitalists were enthralled with the idea of building a new internet. Web3, as it became known, was poised to recapture the 1990s promise of a decentralized internet, free from gatekeepers and trillion-dollar platforms.Cryptocurrencies had the starring role in the Web3 dream. Crypto, in theory, could wrest control from giants like Meta Platforms (ticker: FB), Alphabet $(GOOGL)$, Amazon.com $(AMZN)$, and Apple $(AAPL)$. It would shift our online activities to blockchains -- handling everything from payments and trading to videogaming, social media, even real estate. It could also shift the economics to users, giving them financial incentives to govern and secure the networks.A record $25 billion was plowed into crypto start-ups last year, with another $30 billion on track for this year, according to Bank of America. Even the recent downturn in crypto doesn't seem to have chilled new investment. This past week, venture-capital firm a16z announced a new crypto fund totaling $4.5 billion.\"We think we are now entering the golden era of web3,\" a16z partner Chris Dixon wrote in announcing the investment.And yet Web3 remains a heavy lift -- it's full of contradictions, glitchy technology, regulatory uncertainty, and competing economic interests. There's debate over who will \"own\" it -- companies backed by Silicon Valley venture capital, or the users themselves. And the crypto markets' downturn -- wiping out more than $1 trillion in value for tokens this year -- makes a blockchain-based web even harder to fathom.In the near term, Web3 may be a casualty of a tech backlash that has sent the Nasdaq Composite index down more than 25% this year. Crypto-related stocks have tanked, including Coinbase Global $(COIN)$ and Microstrategy $(MSTR)$, and payment apps Block (SQ) and PayPal Holdings (PYPL). Among crypto start-ups, investment is harder to come by, and valuations are falling. Morgan Stanley forecasts that failure rates will rise.Crypto fans talking up Web3 as a revolution face pushback from critics who see it as a marketing gimmick. In the end, Web3 is likely to fall somewhere in between.\"We may have to go through one or two hype cycles before the most important elements of the technology break through,\" says Gavin Wood, a co-founder of the Ethereum blockchain and head of another blockchain enterprise called Polkadot. As he sees it, Web3 today is where the internet was in 1998 -- early in its adoption but with vast potential and boom-bust cycles ahead.\"Web3 is the next generation of the internet with capabilities that go well beyond what we have today,\" says Mark Palmer, a digital-asset analyst at brokerage BTIG. \"But the citizenry is not rising up to overthrow Web2.\"Understanding Web3 requires a dip in the hot-tub time machine. Web1, the first generation from the 1990s, was based on static pages and directories that served as the first internet indexes. Web1's dial-up services, browsers, and banner ads evolved into the more modern internet, which came to be known as Web2. Companies like Amazon, Meta, Alphabet, Apple, and Microsoft $(MSFT)$ now oversee the core of our web experiences. Walled gardens like Instagram, YouTube, and Apple's App Store prevail. Digital assets like videogame avatars and social-media followings sit on platforms owned by the giants.In some ways, Web3 aims to turn back the clock, cutting out the intermediaries and dispersing apps, services, and digital assets on decentralized networks like Ethereum and other blockchains. Today, those networks are primarily used for trading and lending crypto assets, including new varieties like nonfungible tokens, or NFTs, and stablecoins, which are designed to maintain a fixed value.But all sorts of other financial products and services could live on blockchains, potentially reducing the economic friction now associated with cross-border payments and transaction fees for goods and services. \"Blockchains have the potential to clear and settle transactions in a much more efficient way than traditional technology,\" says Sarah Hammer, an adjunct professor at the University of Pennsylvania Law School who specializes in crypto.One example of Web3 already in practice is Filecoin, a crypto-powered storage network. Rather than storing files on cloud-based servers -- where they are ultimately controlled by a handful of big-tech operators -- they can be distributed and encrypted on personal hard drives with spare capacity. Testimonies of Holocaust and other genocide survivors are being preserved through Filecoin.\"It's like Airbnb for file storage,\" says Marta Belcher, president and chair of the Filecoin Foundation. \"If you have extra space on your hard drive, you can rent it out. We think of it as the foundation for the next generation of the internet.\"Filecoin may just scratch the surface of decentralized technologies. Projects like Helium aim to challenge telecom networks by distributing long-range Wi-Fi hot spots to individuals, giving financial incentives and payments for data traffic in tokens. NFTs allow for property rights, licensing agreements, and royalties to be traced and tracked. That opens up avenues for NFTs to become conduits for things like mortgages, car ownership titles, diplomas, and concert tickets. \"There's an infinite number of things you can do with a computer, and that's equivalent to what you can do with an NFT,\" says Gui Karyo, chief information officer of Dapper Labs, a leading NFT company.Ideally, Web3 advocates say, the technology will lay the foundations for a more egalitarian web where the \"rents\" now charged by intermediaries will be more widely distributed. \"We should be moving to an internet where your digital property rights are genuine -- you're not a serf on Jack Dorsey's or Mark Zuckerberg's plantation; you own your homestead,\" says Nic Carter, a venture-capital investor in Web3 start-ups at Castle Island Ventures.Silicon Valley's biggest and most successful venture-capital firms are investing heavily. \"Programmable blockchains are sufficiently advanced, and a diverse range of apps have reached tens of millions of users,\" a16z's Dixon said in a post this past week. Tokens also give users \"property rights: the ability to own a piece of the internet,\" he said in an previous post on Web3.Web3 overlaps with the metaverse, another of tech's hottest topics before the recent selloff. The metaverse foresees a new internet based on virtual realities, online avatars, and new ways for people to socialize and work.Facebook rebranded itself as Meta Platforms, betting that its Instagram, Facebook, and WhatsApp could become Web2 relics without help from blockchains, cryptos, and NFTs, which could grant consumers more control of their digital lives. Meta is now working on incorporating NFTs into Instagram. The currencies of digital worlds, whether for gaming, social, or e-commerce, are likely to be stablecoins -- digital tokens aimed at holding a peg to a dollar.Yet Facebook's move is a reminder that the Web2 giants aren't sitting still. In the end, Web3 is unlikely to displace them. Indeed, there's good reason to think Web3 won't be all that decentralized. For one, it's being funded by many of the same entities that built Web2.A16z, formally called Andreessen Horowitz, was an early investor in many Web2 stalwarts, including Facebook, Box, Lyft, and Pinterest.Now, the firm owns stakes in dozens of crypto start-ups, including OpenSea and Dapper Labs, along with decentralized-finance, or DeFi, platforms including Ava Labs, Uniswap Labs, dYdX, and Compound. These DeFi platforms consist of \"smart contracts\" that set the conditions of a trade, cutting out intermediaries like a brokerage or centralized exchange.VC firms aren't making investments based on sheer goodwill. They expect returns on capital and are likely to maintain stakes through token ownership or warrants. The platforms themselves may be decentralized, in the sense that anyone with some technical skills can write a \"permissionless\" smart contract and execute a trade without a broker/dealer. But that doesn't mean the platform isn't owned or governed by a corporate entity.That rubs some tech gurus the wrong way. Twitter co-founder Jack Dorsey stirred up an online frenzy last December when he tweeted, \"You don't own 'web3.' The VCs and their LPs do,\" referring to venture-capital firms and their investors known as limited partners. \"It's ultimately a centralized entity with a different label.\"Representatives for Dorsey and a16z declined to comment.Crypto is proving enticing to VC firms partly because of the attractive \"tokenomics.\" For a traditional VC deal, the path from initial funding to exit usually takes five to seven years. In crypto, that timeline can be compressed to just two years, with VCs exiting their investment when a token goes live on an exchange or takes off on a DeFi platform.\"You have a very short time to liquidity -- often it's like 24 months -- so even if the business doesn't pan out, you can still exit,\" says Carter. \"That's why crypto is so popular with VCs; even your losers can get liquidity, and you can exit before a product comes out.\"The nebulous nature of Web3 is also alluring for early backers. \"There's no definition, and that's deliberate,\" says Carter, who backs crypto start-ups. \"If something is poorly defined, as an entrepreneur you can claim you're building it even if you're not. The lack of codification works to the benefit of people in the industry.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027385537,"gmtCreate":1653971282829,"gmtModify":1676535371962,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027385537","repostId":"2238520329","repostType":4,"repost":{"id":"2238520329","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653912407,"share":"https://ttm.financial/m/news/2238520329?lang=&edition=fundamental","pubTime":"2022-05-30 20:06","market":"us","language":"en","title":"Web3 Was Supposed to Save the Internet. It Has a Long Way to Go","url":"https://stock-news.laohu8.com/highlight/detail?id=2238520329","media":"Dow Jones","summary":"Early this year when anything still seemed possible for technology companies, futurists and venture ","content":"<html><head></head><body><p>Early this year when anything still seemed possible for technology companies, futurists and venture capitalists were enthralled with the idea of building a new internet. Web3, as it became known, was poised to recapture the 1990s promise of a decentralized internet, free from gatekeepers and trillion-dollar platforms.</p><p>Cryptocurrencies had the starring role in the Web3 dream. Crypto, in theory, could wrest control from giants like <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (ticker: FB), Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, and Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>. It would shift our online activities to blockchains -- handling everything from payments and trading to videogaming, social media, even real estate. It could also shift the economics to users, giving them financial incentives to govern and secure the networks.</p><p>A record $25 billion was plowed into crypto start-ups last year, with another $30 billion on track for this year, according to Bank of America. Even the recent downturn in crypto doesn&#39;t seem to have chilled new investment. This past week, venture-capital firm a16z announced a new crypto fund totaling $4.5 billion.</p><p>&#34;We think we are now entering the golden era of web3,&#34; a16z partner Chris Dixon wrote in announcing the investment.</p><p>And yet Web3 remains a heavy lift -- it&#39;s full of contradictions, glitchy technology, regulatory uncertainty, and competing economic interests. There&#39;s debate over who will &#34;own&#34; it -- companies backed by Silicon Valley venture capital, or the users themselves. And the crypto markets&#39; downturn -- wiping out more than $1 trillion in value for tokens this year -- makes a blockchain-based web even harder to fathom.</p><p>In the near term, Web3 may be a casualty of a tech backlash that has sent the Nasdaq Composite index down more than 25% this year. Crypto-related stocks have tanked, including Coinbase Global <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a> and Microstrategy <a href=\"https://laohu8.com/S/MSTR\">$(MSTR)$</a>, and payment apps <a href=\"https://laohu8.com/S/SQ\">Block</a> (SQ) and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings (PYPL). Among crypto start-ups, investment is harder to come by, and valuations are falling. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> forecasts that failure rates will rise.</p><p>Crypto fans talking up Web3 as a revolution face pushback from critics who see it as a marketing gimmick. In the end, Web3 is likely to fall somewhere in between.</p><p>&#34;We may have to go through <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two hype cycles before the most important elements of the technology break through,&#34; says Gavin Wood, a co-founder of the Ethereum blockchain and head of another blockchain enterprise called Polkadot. As he sees it, Web3 today is where the internet was in 1998 -- early in its adoption but with vast potential and boom-bust cycles ahead.</p><p>&#34;Web3 is the next generation of the internet with capabilities that go well beyond what we have today,&#34; says Mark Palmer, a digital-asset analyst at brokerage BTIG. &#34;But the citizenry is not rising up to overthrow Web2.&#34;</p><p>Understanding Web3 requires a dip in the hot-tub time machine. Web1, the first generation from the 1990s, was based on static pages and directories that served as the first internet indexes. Web1&#39;s dial-up services, browsers, and banner ads evolved into the more modern internet, which came to be known as Web2. Companies like Amazon, Meta, Alphabet, Apple, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> now oversee the core of our web experiences. Walled gardens like Instagram, YouTube, and Apple&#39;s App Store prevail. Digital assets like videogame avatars and social-media followings sit on platforms owned by the giants.</p><p>In some ways, Web3 aims to turn back the clock, cutting out the intermediaries and dispersing apps, services, and digital assets on decentralized networks like Ethereum and other blockchains. Today, those networks are primarily used for trading and lending crypto assets, including new varieties like nonfungible tokens, or NFTs, and stablecoins, which are designed to maintain a fixed value.</p><p>But all sorts of other financial products and services could live on blockchains, potentially reducing the economic friction now associated with cross-border payments and transaction fees for goods and services. &#34;Blockchains have the potential to clear and settle transactions in a much more efficient way than traditional technology,&#34; says Sarah Hammer, an adjunct professor at the University of Pennsylvania Law School who specializes in crypto.</p><p>One example of Web3 already in practice is Filecoin, a crypto-powered storage network. Rather than storing files on cloud-based servers -- where they are ultimately controlled by a handful of big-tech operators -- they can be distributed and encrypted on personal hard drives with spare capacity. Testimonies of Holocaust and other genocide survivors are being preserved through Filecoin.</p><p>&#34;It&#39;s like Airbnb for file storage,&#34; says Marta Belcher, president and chair of the Filecoin Foundation. &#34;If you have extra space on your hard drive, you can rent it out. We think of it as the foundation for the next generation of the internet.&#34;</p><p>Filecoin may just scratch the surface of decentralized technologies. Projects like Helium aim to challenge telecom networks by distributing long-range Wi-Fi hot spots to individuals, giving financial incentives and payments for data traffic in tokens. NFTs allow for property rights, licensing agreements, and royalties to be traced and tracked. That opens up avenues for NFTs to become conduits for things like mortgages, car ownership titles, diplomas, and concert tickets. &#34;There&#39;s an infinite number of things you can do with a computer, and that&#39;s equivalent to what you can do with an NFT,&#34; says Gui Karyo, chief information officer of Dapper Labs, a leading NFT company.</p><p>Ideally, Web3 advocates say, the technology will lay the foundations for a more egalitarian web where the &#34;rents&#34; now charged by intermediaries will be more widely distributed. &#34;We should be moving to an internet where your digital property rights are genuine -- you&#39;re not a serf on Jack Dorsey&#39;s or Mark Zuckerberg&#39;s plantation; you own your homestead,&#34; says Nic Carter, a venture-capital investor in Web3 start-ups at Castle Island Ventures.</p><p>Silicon Valley&#39;s biggest and most successful venture-capital firms are investing heavily. &#34;Programmable blockchains are sufficiently advanced, and a diverse range of apps have reached tens of millions of users,&#34; a16z&#39;s Dixon said in a post this past week. Tokens also give users &#34;property rights: the ability to own a piece of the internet,&#34; he said in an previous post on Web3.</p><p>Web3 overlaps with the metaverse, another of tech&#39;s hottest topics before the recent selloff. The metaverse foresees a new internet based on virtual realities, online avatars, and new ways for people to socialize and work.</p><p>Facebook rebranded itself as Meta Platforms, betting that its Instagram, Facebook, and WhatsApp could become Web2 relics without help from blockchains, cryptos, and NFTs, which could grant consumers more control of their digital lives. Meta is now working on incorporating NFTs into Instagram. The currencies of digital worlds, whether for gaming, social, or e-commerce, are likely to be stablecoins -- digital tokens aimed at holding a peg to a dollar.</p><p>Yet Facebook&#39;s move is a reminder that the Web2 giants aren&#39;t sitting still. In the end, Web3 is unlikely to displace them. Indeed, there&#39;s good reason to think Web3 won&#39;t be all that decentralized. For one, it&#39;s being funded by many of the same entities that built Web2.</p><p>A16z, formally called Andreessen Horowitz, was an early investor in many Web2 stalwarts, including Facebook, Box, Lyft, and Pinterest.</p><p>Now, the firm owns stakes in dozens of crypto start-ups, including OpenSea and Dapper Labs, along with decentralized-finance, or DeFi, platforms including Ava Labs, Uniswap Labs, dYdX, and Compound. These DeFi platforms consist of &#34;smart contracts&#34; that set the conditions of a trade, cutting out intermediaries like a brokerage or centralized exchange.</p><p>VC firms aren&#39;t making investments based on sheer goodwill. They expect returns on capital and are likely to maintain stakes through token ownership or warrants. The platforms themselves may be decentralized, in the sense that anyone with some technical skills can write a &#34;permissionless&#34; smart contract and execute a trade without a broker/dealer. But that doesn&#39;t mean the platform isn&#39;t owned or governed by a corporate entity.</p><p>That rubs some tech gurus the wrong way. <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> co-founder Jack Dorsey stirred up an online frenzy last December when he tweeted, &#34;You don&#39;t own &#39;web3.&#39; The VCs and their LPs do,&#34; referring to venture-capital firms and their investors known as limited partners. &#34;It&#39;s ultimately a centralized entity with a different label.&#34;</p><p>Representatives for Dorsey and a16z declined to comment.</p><p>Crypto is proving enticing to VC firms partly because of the attractive &#34;tokenomics.&#34; For a traditional VC deal, the path from initial funding to exit usually takes five to seven years. In crypto, that timeline can be compressed to just two years, with VCs exiting their investment when a token goes live on an exchange or takes off on a DeFi platform.</p><p>&#34;You have a very short time to liquidity -- often it&#39;s like 24 months -- so even if the business doesn&#39;t pan out, you can still exit,&#34; says Carter. &#34;That&#39;s why crypto is so popular with VCs; even your losers can get liquidity, and you can exit before a product comes out.&#34;</p><p>The nebulous nature of Web3 is also alluring for early backers. &#34;There&#39;s no definition, and that&#39;s deliberate,&#34; says Carter, who backs crypto start-ups. &#34;If something is poorly defined, as an entrepreneur you can claim you&#39;re building it even if you&#39;re not. The lack of codification works to the benefit of people in the industry.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Web3 Was Supposed to Save the Internet. It Has a Long Way to Go</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\">\nWeb3 Was Supposed to Save the Internet. It Has a Long Way to Go\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-30 20:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Early this year when anything still seemed possible for technology companies, futurists and venture capitalists were enthralled with the idea of building a new internet. Web3, as it became known, was poised to recapture the 1990s promise of a decentralized internet, free from gatekeepers and trillion-dollar platforms.</p><p>Cryptocurrencies had the starring role in the Web3 dream. Crypto, in theory, could wrest control from giants like <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (ticker: FB), Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, and Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>. It would shift our online activities to blockchains -- handling everything from payments and trading to videogaming, social media, even real estate. It could also shift the economics to users, giving them financial incentives to govern and secure the networks.</p><p>A record $25 billion was plowed into crypto start-ups last year, with another $30 billion on track for this year, according to Bank of America. Even the recent downturn in crypto doesn&#39;t seem to have chilled new investment. This past week, venture-capital firm a16z announced a new crypto fund totaling $4.5 billion.</p><p>&#34;We think we are now entering the golden era of web3,&#34; a16z partner Chris Dixon wrote in announcing the investment.</p><p>And yet Web3 remains a heavy lift -- it&#39;s full of contradictions, glitchy technology, regulatory uncertainty, and competing economic interests. There&#39;s debate over who will &#34;own&#34; it -- companies backed by Silicon Valley venture capital, or the users themselves. And the crypto markets&#39; downturn -- wiping out more than $1 trillion in value for tokens this year -- makes a blockchain-based web even harder to fathom.</p><p>In the near term, Web3 may be a casualty of a tech backlash that has sent the Nasdaq Composite index down more than 25% this year. Crypto-related stocks have tanked, including Coinbase Global <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a> and Microstrategy <a href=\"https://laohu8.com/S/MSTR\">$(MSTR)$</a>, and payment apps <a href=\"https://laohu8.com/S/SQ\">Block</a> (SQ) and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings (PYPL). Among crypto start-ups, investment is harder to come by, and valuations are falling. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> forecasts that failure rates will rise.</p><p>Crypto fans talking up Web3 as a revolution face pushback from critics who see it as a marketing gimmick. In the end, Web3 is likely to fall somewhere in between.</p><p>&#34;We may have to go through <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two hype cycles before the most important elements of the technology break through,&#34; says Gavin Wood, a co-founder of the Ethereum blockchain and head of another blockchain enterprise called Polkadot. As he sees it, Web3 today is where the internet was in 1998 -- early in its adoption but with vast potential and boom-bust cycles ahead.</p><p>&#34;Web3 is the next generation of the internet with capabilities that go well beyond what we have today,&#34; says Mark Palmer, a digital-asset analyst at brokerage BTIG. &#34;But the citizenry is not rising up to overthrow Web2.&#34;</p><p>Understanding Web3 requires a dip in the hot-tub time machine. Web1, the first generation from the 1990s, was based on static pages and directories that served as the first internet indexes. Web1&#39;s dial-up services, browsers, and banner ads evolved into the more modern internet, which came to be known as Web2. Companies like Amazon, Meta, Alphabet, Apple, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> now oversee the core of our web experiences. Walled gardens like Instagram, YouTube, and Apple&#39;s App Store prevail. Digital assets like videogame avatars and social-media followings sit on platforms owned by the giants.</p><p>In some ways, Web3 aims to turn back the clock, cutting out the intermediaries and dispersing apps, services, and digital assets on decentralized networks like Ethereum and other blockchains. Today, those networks are primarily used for trading and lending crypto assets, including new varieties like nonfungible tokens, or NFTs, and stablecoins, which are designed to maintain a fixed value.</p><p>But all sorts of other financial products and services could live on blockchains, potentially reducing the economic friction now associated with cross-border payments and transaction fees for goods and services. &#34;Blockchains have the potential to clear and settle transactions in a much more efficient way than traditional technology,&#34; says Sarah Hammer, an adjunct professor at the University of Pennsylvania Law School who specializes in crypto.</p><p>One example of Web3 already in practice is Filecoin, a crypto-powered storage network. Rather than storing files on cloud-based servers -- where they are ultimately controlled by a handful of big-tech operators -- they can be distributed and encrypted on personal hard drives with spare capacity. Testimonies of Holocaust and other genocide survivors are being preserved through Filecoin.</p><p>&#34;It&#39;s like Airbnb for file storage,&#34; says Marta Belcher, president and chair of the Filecoin Foundation. &#34;If you have extra space on your hard drive, you can rent it out. We think of it as the foundation for the next generation of the internet.&#34;</p><p>Filecoin may just scratch the surface of decentralized technologies. Projects like Helium aim to challenge telecom networks by distributing long-range Wi-Fi hot spots to individuals, giving financial incentives and payments for data traffic in tokens. NFTs allow for property rights, licensing agreements, and royalties to be traced and tracked. That opens up avenues for NFTs to become conduits for things like mortgages, car ownership titles, diplomas, and concert tickets. &#34;There&#39;s an infinite number of things you can do with a computer, and that&#39;s equivalent to what you can do with an NFT,&#34; says Gui Karyo, chief information officer of Dapper Labs, a leading NFT company.</p><p>Ideally, Web3 advocates say, the technology will lay the foundations for a more egalitarian web where the &#34;rents&#34; now charged by intermediaries will be more widely distributed. &#34;We should be moving to an internet where your digital property rights are genuine -- you&#39;re not a serf on Jack Dorsey&#39;s or Mark Zuckerberg&#39;s plantation; you own your homestead,&#34; says Nic Carter, a venture-capital investor in Web3 start-ups at Castle Island Ventures.</p><p>Silicon Valley&#39;s biggest and most successful venture-capital firms are investing heavily. &#34;Programmable blockchains are sufficiently advanced, and a diverse range of apps have reached tens of millions of users,&#34; a16z&#39;s Dixon said in a post this past week. Tokens also give users &#34;property rights: the ability to own a piece of the internet,&#34; he said in an previous post on Web3.</p><p>Web3 overlaps with the metaverse, another of tech&#39;s hottest topics before the recent selloff. The metaverse foresees a new internet based on virtual realities, online avatars, and new ways for people to socialize and work.</p><p>Facebook rebranded itself as Meta Platforms, betting that its Instagram, Facebook, and WhatsApp could become Web2 relics without help from blockchains, cryptos, and NFTs, which could grant consumers more control of their digital lives. Meta is now working on incorporating NFTs into Instagram. The currencies of digital worlds, whether for gaming, social, or e-commerce, are likely to be stablecoins -- digital tokens aimed at holding a peg to a dollar.</p><p>Yet Facebook&#39;s move is a reminder that the Web2 giants aren&#39;t sitting still. In the end, Web3 is unlikely to displace them. Indeed, there&#39;s good reason to think Web3 won&#39;t be all that decentralized. For one, it&#39;s being funded by many of the same entities that built Web2.</p><p>A16z, formally called Andreessen Horowitz, was an early investor in many Web2 stalwarts, including Facebook, Box, Lyft, and Pinterest.</p><p>Now, the firm owns stakes in dozens of crypto start-ups, including OpenSea and Dapper Labs, along with decentralized-finance, or DeFi, platforms including Ava Labs, Uniswap Labs, dYdX, and Compound. These DeFi platforms consist of &#34;smart contracts&#34; that set the conditions of a trade, cutting out intermediaries like a brokerage or centralized exchange.</p><p>VC firms aren&#39;t making investments based on sheer goodwill. They expect returns on capital and are likely to maintain stakes through token ownership or warrants. The platforms themselves may be decentralized, in the sense that anyone with some technical skills can write a &#34;permissionless&#34; smart contract and execute a trade without a broker/dealer. But that doesn&#39;t mean the platform isn&#39;t owned or governed by a corporate entity.</p><p>That rubs some tech gurus the wrong way. <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> co-founder Jack Dorsey stirred up an online frenzy last December when he tweeted, &#34;You don&#39;t own &#39;web3.&#39; The VCs and their LPs do,&#34; referring to venture-capital firms and their investors known as limited partners. &#34;It&#39;s ultimately a centralized entity with a different label.&#34;</p><p>Representatives for Dorsey and a16z declined to comment.</p><p>Crypto is proving enticing to VC firms partly because of the attractive &#34;tokenomics.&#34; For a traditional VC deal, the path from initial funding to exit usually takes five to seven years. In crypto, that timeline can be compressed to just two years, with VCs exiting their investment when a token goes live on an exchange or takes off on a DeFi platform.</p><p>&#34;You have a very short time to liquidity -- often it&#39;s like 24 months -- so even if the business doesn&#39;t pan out, you can still exit,&#34; says Carter. &#34;That&#39;s why crypto is so popular with VCs; even your losers can get liquidity, and you can exit before a product comes out.&#34;</p><p>The nebulous nature of Web3 is also alluring for early backers. &#34;There&#39;s no definition, and that&#39;s deliberate,&#34; says Carter, who backs crypto start-ups. &#34;If something is poorly defined, as an entrepreneur you can claim you&#39;re building it even if you&#39;re not. The lack of codification works to the benefit of people in the industry.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4508":"社交媒体","BK4535":"淡马锡持仓","PYPL":"PayPal","BK4559":"巴菲特持仓","BK4527":"明星科技股","MSTR":"MicroStrategy","BK4077":"互动媒体与服务","BK4501":"段永平概念","BK4538":"云计算","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4574":"无人驾驶","GOOG":"谷歌","BK4561":"索罗斯持仓","BK4573":"虚拟现实","GOOGL":"谷歌A","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","META":"Meta Platforms, Inc.","BK4504":"桥水持仓","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","BK4112":"金融交易所和数据","BK4514":"搜索引擎","BK4539":"次新股","SQ":"Block","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4106":"数据处理与外包服务","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","COIN":"Coinbase Global, Inc.","BK4571":"数字音乐概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","MSFT":"微软","BK4525":"远程办公概念","BK4566":"资本集团","BK4575":"芯片概念","BK4524":"宅经济概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238520329","content_text":"Early this year when anything still seemed possible for technology companies, futurists and venture capitalists were enthralled with the idea of building a new internet. Web3, as it became known, was poised to recapture the 1990s promise of a decentralized internet, free from gatekeepers and trillion-dollar platforms.Cryptocurrencies had the starring role in the Web3 dream. Crypto, in theory, could wrest control from giants like Meta Platforms (ticker: FB), Alphabet $(GOOGL)$, Amazon.com $(AMZN)$, and Apple $(AAPL)$. It would shift our online activities to blockchains -- handling everything from payments and trading to videogaming, social media, even real estate. It could also shift the economics to users, giving them financial incentives to govern and secure the networks.A record $25 billion was plowed into crypto start-ups last year, with another $30 billion on track for this year, according to Bank of America. Even the recent downturn in crypto doesn't seem to have chilled new investment. This past week, venture-capital firm a16z announced a new crypto fund totaling $4.5 billion.\"We think we are now entering the golden era of web3,\" a16z partner Chris Dixon wrote in announcing the investment.And yet Web3 remains a heavy lift -- it's full of contradictions, glitchy technology, regulatory uncertainty, and competing economic interests. There's debate over who will \"own\" it -- companies backed by Silicon Valley venture capital, or the users themselves. And the crypto markets' downturn -- wiping out more than $1 trillion in value for tokens this year -- makes a blockchain-based web even harder to fathom.In the near term, Web3 may be a casualty of a tech backlash that has sent the Nasdaq Composite index down more than 25% this year. Crypto-related stocks have tanked, including Coinbase Global $(COIN)$ and Microstrategy $(MSTR)$, and payment apps Block (SQ) and PayPal Holdings (PYPL). Among crypto start-ups, investment is harder to come by, and valuations are falling. Morgan Stanley forecasts that failure rates will rise.Crypto fans talking up Web3 as a revolution face pushback from critics who see it as a marketing gimmick. In the end, Web3 is likely to fall somewhere in between.\"We may have to go through one or two hype cycles before the most important elements of the technology break through,\" says Gavin Wood, a co-founder of the Ethereum blockchain and head of another blockchain enterprise called Polkadot. As he sees it, Web3 today is where the internet was in 1998 -- early in its adoption but with vast potential and boom-bust cycles ahead.\"Web3 is the next generation of the internet with capabilities that go well beyond what we have today,\" says Mark Palmer, a digital-asset analyst at brokerage BTIG. \"But the citizenry is not rising up to overthrow Web2.\"Understanding Web3 requires a dip in the hot-tub time machine. Web1, the first generation from the 1990s, was based on static pages and directories that served as the first internet indexes. Web1's dial-up services, browsers, and banner ads evolved into the more modern internet, which came to be known as Web2. Companies like Amazon, Meta, Alphabet, Apple, and Microsoft $(MSFT)$ now oversee the core of our web experiences. Walled gardens like Instagram, YouTube, and Apple's App Store prevail. Digital assets like videogame avatars and social-media followings sit on platforms owned by the giants.In some ways, Web3 aims to turn back the clock, cutting out the intermediaries and dispersing apps, services, and digital assets on decentralized networks like Ethereum and other blockchains. Today, those networks are primarily used for trading and lending crypto assets, including new varieties like nonfungible tokens, or NFTs, and stablecoins, which are designed to maintain a fixed value.But all sorts of other financial products and services could live on blockchains, potentially reducing the economic friction now associated with cross-border payments and transaction fees for goods and services. \"Blockchains have the potential to clear and settle transactions in a much more efficient way than traditional technology,\" says Sarah Hammer, an adjunct professor at the University of Pennsylvania Law School who specializes in crypto.One example of Web3 already in practice is Filecoin, a crypto-powered storage network. Rather than storing files on cloud-based servers -- where they are ultimately controlled by a handful of big-tech operators -- they can be distributed and encrypted on personal hard drives with spare capacity. Testimonies of Holocaust and other genocide survivors are being preserved through Filecoin.\"It's like Airbnb for file storage,\" says Marta Belcher, president and chair of the Filecoin Foundation. \"If you have extra space on your hard drive, you can rent it out. We think of it as the foundation for the next generation of the internet.\"Filecoin may just scratch the surface of decentralized technologies. Projects like Helium aim to challenge telecom networks by distributing long-range Wi-Fi hot spots to individuals, giving financial incentives and payments for data traffic in tokens. NFTs allow for property rights, licensing agreements, and royalties to be traced and tracked. That opens up avenues for NFTs to become conduits for things like mortgages, car ownership titles, diplomas, and concert tickets. \"There's an infinite number of things you can do with a computer, and that's equivalent to what you can do with an NFT,\" says Gui Karyo, chief information officer of Dapper Labs, a leading NFT company.Ideally, Web3 advocates say, the technology will lay the foundations for a more egalitarian web where the \"rents\" now charged by intermediaries will be more widely distributed. \"We should be moving to an internet where your digital property rights are genuine -- you're not a serf on Jack Dorsey's or Mark Zuckerberg's plantation; you own your homestead,\" says Nic Carter, a venture-capital investor in Web3 start-ups at Castle Island Ventures.Silicon Valley's biggest and most successful venture-capital firms are investing heavily. \"Programmable blockchains are sufficiently advanced, and a diverse range of apps have reached tens of millions of users,\" a16z's Dixon said in a post this past week. Tokens also give users \"property rights: the ability to own a piece of the internet,\" he said in an previous post on Web3.Web3 overlaps with the metaverse, another of tech's hottest topics before the recent selloff. The metaverse foresees a new internet based on virtual realities, online avatars, and new ways for people to socialize and work.Facebook rebranded itself as Meta Platforms, betting that its Instagram, Facebook, and WhatsApp could become Web2 relics without help from blockchains, cryptos, and NFTs, which could grant consumers more control of their digital lives. Meta is now working on incorporating NFTs into Instagram. The currencies of digital worlds, whether for gaming, social, or e-commerce, are likely to be stablecoins -- digital tokens aimed at holding a peg to a dollar.Yet Facebook's move is a reminder that the Web2 giants aren't sitting still. In the end, Web3 is unlikely to displace them. Indeed, there's good reason to think Web3 won't be all that decentralized. For one, it's being funded by many of the same entities that built Web2.A16z, formally called Andreessen Horowitz, was an early investor in many Web2 stalwarts, including Facebook, Box, Lyft, and Pinterest.Now, the firm owns stakes in dozens of crypto start-ups, including OpenSea and Dapper Labs, along with decentralized-finance, or DeFi, platforms including Ava Labs, Uniswap Labs, dYdX, and Compound. These DeFi platforms consist of \"smart contracts\" that set the conditions of a trade, cutting out intermediaries like a brokerage or centralized exchange.VC firms aren't making investments based on sheer goodwill. They expect returns on capital and are likely to maintain stakes through token ownership or warrants. The platforms themselves may be decentralized, in the sense that anyone with some technical skills can write a \"permissionless\" smart contract and execute a trade without a broker/dealer. But that doesn't mean the platform isn't owned or governed by a corporate entity.That rubs some tech gurus the wrong way. Twitter co-founder Jack Dorsey stirred up an online frenzy last December when he tweeted, \"You don't own 'web3.' The VCs and their LPs do,\" referring to venture-capital firms and their investors known as limited partners. \"It's ultimately a centralized entity with a different label.\"Representatives for Dorsey and a16z declined to comment.Crypto is proving enticing to VC firms partly because of the attractive \"tokenomics.\" For a traditional VC deal, the path from initial funding to exit usually takes five to seven years. In crypto, that timeline can be compressed to just two years, with VCs exiting their investment when a token goes live on an exchange or takes off on a DeFi platform.\"You have a very short time to liquidity -- often it's like 24 months -- so even if the business doesn't pan out, you can still exit,\" says Carter. \"That's why crypto is so popular with VCs; even your losers can get liquidity, and you can exit before a product comes out.\"The nebulous nature of Web3 is also alluring for early backers. \"There's no definition, and that's deliberate,\" says Carter, who backs crypto start-ups. \"If something is poorly defined, as an entrepreneur you can claim you're building it even if you're not. The lack of codification works to the benefit of people in the industry.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024941823,"gmtCreate":1653792324762,"gmtModify":1676535342395,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024941823","repostId":"2238988779","repostType":4,"repost":{"id":"2238988779","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653740753,"share":"https://ttm.financial/m/news/2238988779?lang=&edition=fundamental","pubTime":"2022-05-28 20:25","market":"us","language":"en","title":"Why the Dow Finally Bounced, and What It Will Take to Convince Investors It's for Real","url":"https://stock-news.laohu8.com/highlight/detail?id=2238988779","media":"Dow Jones","summary":"A little pre-summer cheer finally filtered its way into the stock market the week before Memorial Da","content":"<html><head></head><body><p>A little pre-summer cheer finally filtered its way into the stock market the week before Memorial Day, but it will likely take more than the Dow Jones Industrial Average&#39;s first winning week since late March to convince rattled investors that the pain is in the past.</p><p>What happened? Real, or inflation-adjusted, interest rates fell over the past week, corporate credit spreads -- the yield premium over U.S. Treasurys demanded by investors to buy bonds issued by companies -- tightened, and investor expectations for future Federal Reserve rate increases moderated, noted Mahmood Noorani, chief executive of research firm Quant Insight, in an interview (see chart below).</p><p><img src=\"https://static.tigerbbs.com/7521bdd8c826278369d3b7ba280e9bac\" tg-width=\"700\" tg-height=\"599\" referrerpolicy=\"no-referrer\"/></p><p>That gave some breathing room for a bounce. Quant Insight&#39;s model showed the S&amp;P 500 had sunk below fair value but is now right in line with the metric.</p><p>The S&amp;P 500  had narrowly averted a close in bear-market territory on May 19 after hitting a session low more than 20% below its Jan. 3 record close. It then rose 6.6% over the past week, ending Friday 13.3% below its early January peak as it snapped a streak of seven straight weekly declines.</p><p>The Nasdaq Composite , which remains solidly in bear-market territory, also broke a run of seven weekly falls, rising 6.8%. The Dow&#39;s  matching 6.8% rise marked the end of an eight-week run of losing weeks, its longest since 1932.</p><p>Kevin Dempter, an analyst at Renaissance Macro Research, also pointed to a handful of positive factors, including a significant pullback by the U.S. dollar, deeply oversold technical conditions and extremely bearish sentiment, while some stocks, such as that of <a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a>, managed to reverse to the upside despite bad news.</p><p>Neither Noorani nor Dempter were prepared to call a market bottom, however. And there was no shortage of outright bearish expectations. Michael Burry, the founder of Scion Asset Management, rose to fame after anticipating the collapse of the U.S. housing market as chronicled in the Michael Lewis book &#34;The Big Short,&#34; in a since-deleted tweet implied parallels with the 2008 market collapse.</p><p>In a fresh Friday tweet, he mused about the prospects of a consumer-led recession:</p><p>That echoes the fears that were raised earlier in May as retailers Target <a href=\"https://laohu8.com/S/TGT\">$(TGT)$</a> and Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> reported disappointing earnings, triggering a deepening of the stock-market selloff on worries that inflation pressures were beginning to hit corporate bottom lines.</p><p>A further pullback in real yields could allow stocks to rise further in the near term, Noorani said, but he argued that it&#39;s unlikely yields have peaked.</p><p>After all, while data, including Friday&#39;s reading of the core personal consumption expenditure index, the Fed&#39;s preferred inflation indicator, shows inflation is slowing, the job of getting price pressures back under control is far from done, he argued.</p><p>That leaves uncertainty about how high the federal funds rate, currently at 0.75% to 1%, will ultimately go. Market pricing points to a so-called terminal rate between 2.5% and 3%, but anything that hints it will be higher than that will rattle investors, he said.</p><p>The single most important driver for yields &#34;is going to be Fed policy,&#34; he said, observing that central bankers &#34;have been spooked by inflation at these historically high numbers.&#34; Even if it&#39;s painful for the real economy, &#34;they have to hit the brakes pretty hard and get those numbers lower.&#34;</p><p>While the S&amp;P 500 hasn&#39;t technically confirmed that it&#39;s in a bear market, many market watchers view that as a mere formality, observing that stocks have been exhibiting bearlike behavior for much of the 2022 selloff.</p><p>Dempter, in a Friday note, played down the consumer discretionary sector&#39;s sharp outperformance of the rest of the market in the previous session, acknowledging that, historically, discretionary sees sharp improvement in relative performance about a month before growth troughs. The move was likely an oversold bounce rather than a bottom, he argued, explaining that RenMac would be more optimistic &#34;if growth were weaker, and inflation had peaked.&#34;</p><p>&#34;History suggests that both growth and inflation need to weaken further before a bottom occurs,&#34; he said, noting that the energy sector&#39;s continued outperformance of healthcare suggests that inflation has yet to peak.</p><p>&#34;We&#39;ll be watching next week&#39;s ISM (manufacturing index) number, as a weak reading may shift the market-cycle clock closer to a more favorable zone for a bottom,&#34; he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Dow Finally Bounced, and What It Will Take to Convince Investors It's for Real</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 the Dow Finally Bounced, and What It Will Take to Convince Investors It's for Real\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-28 20:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A little pre-summer cheer finally filtered its way into the stock market the week before Memorial Day, but it will likely take more than the Dow Jones Industrial Average&#39;s first winning week since late March to convince rattled investors that the pain is in the past.</p><p>What happened? Real, or inflation-adjusted, interest rates fell over the past week, corporate credit spreads -- the yield premium over U.S. Treasurys demanded by investors to buy bonds issued by companies -- tightened, and investor expectations for future Federal Reserve rate increases moderated, noted Mahmood Noorani, chief executive of research firm Quant Insight, in an interview (see chart below).</p><p><img src=\"https://static.tigerbbs.com/7521bdd8c826278369d3b7ba280e9bac\" tg-width=\"700\" tg-height=\"599\" referrerpolicy=\"no-referrer\"/></p><p>That gave some breathing room for a bounce. Quant Insight&#39;s model showed the S&amp;P 500 had sunk below fair value but is now right in line with the metric.</p><p>The S&amp;P 500  had narrowly averted a close in bear-market territory on May 19 after hitting a session low more than 20% below its Jan. 3 record close. It then rose 6.6% over the past week, ending Friday 13.3% below its early January peak as it snapped a streak of seven straight weekly declines.</p><p>The Nasdaq Composite , which remains solidly in bear-market territory, also broke a run of seven weekly falls, rising 6.8%. The Dow&#39;s  matching 6.8% rise marked the end of an eight-week run of losing weeks, its longest since 1932.</p><p>Kevin Dempter, an analyst at Renaissance Macro Research, also pointed to a handful of positive factors, including a significant pullback by the U.S. dollar, deeply oversold technical conditions and extremely bearish sentiment, while some stocks, such as that of <a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a>, managed to reverse to the upside despite bad news.</p><p>Neither Noorani nor Dempter were prepared to call a market bottom, however. And there was no shortage of outright bearish expectations. Michael Burry, the founder of Scion Asset Management, rose to fame after anticipating the collapse of the U.S. housing market as chronicled in the Michael Lewis book &#34;The Big Short,&#34; in a since-deleted tweet implied parallels with the 2008 market collapse.</p><p>In a fresh Friday tweet, he mused about the prospects of a consumer-led recession:</p><p>That echoes the fears that were raised earlier in May as retailers Target <a href=\"https://laohu8.com/S/TGT\">$(TGT)$</a> and Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> reported disappointing earnings, triggering a deepening of the stock-market selloff on worries that inflation pressures were beginning to hit corporate bottom lines.</p><p>A further pullback in real yields could allow stocks to rise further in the near term, Noorani said, but he argued that it&#39;s unlikely yields have peaked.</p><p>After all, while data, including Friday&#39;s reading of the core personal consumption expenditure index, the Fed&#39;s preferred inflation indicator, shows inflation is slowing, the job of getting price pressures back under control is far from done, he argued.</p><p>That leaves uncertainty about how high the federal funds rate, currently at 0.75% to 1%, will ultimately go. Market pricing points to a so-called terminal rate between 2.5% and 3%, but anything that hints it will be higher than that will rattle investors, he said.</p><p>The single most important driver for yields &#34;is going to be Fed policy,&#34; he said, observing that central bankers &#34;have been spooked by inflation at these historically high numbers.&#34; Even if it&#39;s painful for the real economy, &#34;they have to hit the brakes pretty hard and get those numbers lower.&#34;</p><p>While the S&amp;P 500 hasn&#39;t technically confirmed that it&#39;s in a bear market, many market watchers view that as a mere formality, observing that stocks have been exhibiting bearlike behavior for much of the 2022 selloff.</p><p>Dempter, in a Friday note, played down the consumer discretionary sector&#39;s sharp outperformance of the rest of the market in the previous session, acknowledging that, historically, discretionary sees sharp improvement in relative performance about a month before growth troughs. The move was likely an oversold bounce rather than a bottom, he argued, explaining that RenMac would be more optimistic &#34;if growth were weaker, and inflation had peaked.&#34;</p><p>&#34;History suggests that both growth and inflation need to weaken further before a bottom occurs,&#34; he said, noting that the energy sector&#39;s continued outperformance of healthcare suggests that inflation has yet to peak.</p><p>&#34;We&#39;ll be watching next week&#39;s ISM (manufacturing index) number, as a weak reading may shift the market-cycle clock closer to a more favorable zone for a bottom,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238988779","content_text":"A little pre-summer cheer finally filtered its way into the stock market the week before Memorial Day, but it will likely take more than the Dow Jones Industrial Average's first winning week since late March to convince rattled investors that the pain is in the past.What happened? Real, or inflation-adjusted, interest rates fell over the past week, corporate credit spreads -- the yield premium over U.S. Treasurys demanded by investors to buy bonds issued by companies -- tightened, and investor expectations for future Federal Reserve rate increases moderated, noted Mahmood Noorani, chief executive of research firm Quant Insight, in an interview (see chart below).That gave some breathing room for a bounce. Quant Insight's model showed the S&P 500 had sunk below fair value but is now right in line with the metric.The S&P 500  had narrowly averted a close in bear-market territory on May 19 after hitting a session low more than 20% below its Jan. 3 record close. It then rose 6.6% over the past week, ending Friday 13.3% below its early January peak as it snapped a streak of seven straight weekly declines.The Nasdaq Composite , which remains solidly in bear-market territory, also broke a run of seven weekly falls, rising 6.8%. The Dow's  matching 6.8% rise marked the end of an eight-week run of losing weeks, its longest since 1932.Kevin Dempter, an analyst at Renaissance Macro Research, also pointed to a handful of positive factors, including a significant pullback by the U.S. dollar, deeply oversold technical conditions and extremely bearish sentiment, while some stocks, such as that of Nvidia Corp., managed to reverse to the upside despite bad news.Neither Noorani nor Dempter were prepared to call a market bottom, however. And there was no shortage of outright bearish expectations. Michael Burry, the founder of Scion Asset Management, rose to fame after anticipating the collapse of the U.S. housing market as chronicled in the Michael Lewis book \"The Big Short,\" in a since-deleted tweet implied parallels with the 2008 market collapse.In a fresh Friday tweet, he mused about the prospects of a consumer-led recession:That echoes the fears that were raised earlier in May as retailers Target $(TGT)$ and Walmart $(WMT)$ reported disappointing earnings, triggering a deepening of the stock-market selloff on worries that inflation pressures were beginning to hit corporate bottom lines.A further pullback in real yields could allow stocks to rise further in the near term, Noorani said, but he argued that it's unlikely yields have peaked.After all, while data, including Friday's reading of the core personal consumption expenditure index, the Fed's preferred inflation indicator, shows inflation is slowing, the job of getting price pressures back under control is far from done, he argued.That leaves uncertainty about how high the federal funds rate, currently at 0.75% to 1%, will ultimately go. Market pricing points to a so-called terminal rate between 2.5% and 3%, but anything that hints it will be higher than that will rattle investors, he said.The single most important driver for yields \"is going to be Fed policy,\" he said, observing that central bankers \"have been spooked by inflation at these historically high numbers.\" Even if it's painful for the real economy, \"they have to hit the brakes pretty hard and get those numbers lower.\"While the S&P 500 hasn't technically confirmed that it's in a bear market, many market watchers view that as a mere formality, observing that stocks have been exhibiting bearlike behavior for much of the 2022 selloff.Dempter, in a Friday note, played down the consumer discretionary sector's sharp outperformance of the rest of the market in the previous session, acknowledging that, historically, discretionary sees sharp improvement in relative performance about a month before growth troughs. The move was likely an oversold bounce rather than a bottom, he argued, explaining that RenMac would be more optimistic \"if growth were weaker, and inflation had peaked.\"\"History suggests that both growth and inflation need to weaken further before a bottom occurs,\" he said, noting that the energy sector's continued outperformance of healthcare suggests that inflation has yet to peak.\"We'll be watching next week's ISM (manufacturing index) number, as a weak reading may shift the market-cycle clock closer to a more favorable zone for a bottom,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024952297,"gmtCreate":1653791762620,"gmtModify":1676535342243,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024952297","repostId":"1150561243","repostType":4,"repost":{"id":"1150561243","kind":"news","pubTimestamp":1653782159,"share":"https://ttm.financial/m/news/1150561243?lang=&edition=fundamental","pubTime":"2022-05-29 07:55","market":"us","language":"en","title":"7 Growth Stocks to Buy Before They Make a Big Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=1150561243","media":"InvestorPlace","summary":"Although growth stocks have faced significant setbacks, these seven robust shares should rebound in ","content":"<html><head></head><body><p>Although growth stocks have faced significant setbacks, these seven robust shares should rebound in the coming months.</p><ul><li><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>: Investors are looking forward to the stock split on July 15.</li><li><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>: Given its robust balance sheet and revenue generations, AMAT stock has the potential for a strong comeback.</li><li><a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a>: A new investment venture could provide long-term revenue growth and technological innovation</li><li><a href=\"https://laohu8.com/S/FTXL\">First Trust Nasdaq Semiconductor ETF</a>: The fund invests in leading semiconductor companies that will continue play a prominent role in technological developments.</li><li><a href=\"https://laohu8.com/S/SPGP\">Invesco S&amp;P 500 GARP ETF</a>: This ETF invests in equities that have been identified as high growth with attractive valuation levels.</li><li><a href=\"https://laohu8.com/S/LULU\">Lululemon</a>: The apparel retailer’s newly outlined 5-year growth plan intends to double revenue by 2026.</li><li><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>: Recently announced software development platform could provide a new source of revenue from a rapidly growing industry.</li></ul><p>Growth stocks faced significant challenges in the second quarter of 2022. Investors have hit the ‘sell’ button as profits could face serious headwinds while the Federal Reserve increases rates.</p><p>Effects ofinterest rate hikeson the marketsare further compounded by ever-rising inflation and signs of a looming recession.As a result,theS&amp;P 500 Growth Indexhas fallenmore than 28% since the beginning of the year.Moreover, the <b>Vanguard S&amp;P 500 Growth ETF</b> (<b>VOOG</b>) has dropped27.8% over the same period.</p><p>It is also possible to compare theS&amp;P 500 Growth IndexandS&amp;P 500 Indexindices over various time spans. Then, we note that volatility of returns in growth shares is higher as growth stocks typically have betas (β) of well over 1.</p><p>Most of our readers would know that beta shows stock’s volatility relative to the broader market, such as the S&amp;P 500 Index whose beta is accepted as 1. For instance if a stock’s beta is 1.30, it is assumed to be 30% more volatile the S&amp;P 500.</p><p>Although current declines in share prices aresignificant in percentage terms, these headwinds are likely transitory. History shows us that bear markets come to an end and robust shares end up making new highs. When a new bull leg begins, growth stocks could potentially outperform theoverallmarket.</p><p>With that information, here are the seven best growth stocks to buy in June:</p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> (GOOGL, GOOG)<img src=\"https://static.tigerbbs.com/9f5f5c46c1809eb2738f15e11711ea07\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: IgorGolovniov / Shutterstock.com</p><p><b>52-week range:</b>$2,109.76 – $2,174.98</p><p>Our first growth stock is the cloud services giant <b>Alphabet</b>, the parent company of Google and YouTube.  Alphabet has numerous subsidiaries in different sectors.</p><p>The tech giant announced first-quarter results on April 26. Revenue was $68.01 billion, up 23% year-over-year (YOY) growth. Diluted earnings per share (EPS) was $24.62. Free cash flow (FCF) for the period resulted in $15.32 billion.</p><p>Management expressed its intention to keep investing in growth opportunities worldwide.The board also approved to re-purchase $70 billion of stock.</p><p>Now, many investors look forward to the upcoming 20-for-1 stock split that should take place on July 15. If today’s price holds, GOOGL should at the time trade around $100.</p><p>Like many of its peers, GOOGL stock has been caught in the tech swoon and is down by 25% year-to-date (YTD). It recently hit a 52-week low.</p><p>The stock is trading at 19.3 times forward earnings and 5.45 times sales. For now, the 12 month priceforecaststands at $3,200. However, after July 15, the price will change to reflect the stock split.</p><p><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a><img src=\"https://static.tigerbbs.com/459356abc4bf8a4158403f81d8e608b7\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: michelmond / Shutterstock.com</p><p><b>52-week range:</b>$101.33 – $167.06</p><p><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a> is known for its tools used in chip manufacturing. Like many other semiconductor names, it has been benefiting from recent technological developments and digitalization efforts worldwide.</p><p>AMAT releasedQ2results on May 19. Revenue was $6.25 billion, up 12% YOY. Adjusted EPS was $1.85, up 13%. Cash from operations stood at $2.66 billion of cash, while $2.02 billion was returned to shareholders through stock repurchase and dividends.</p><p>Management highlighted that Applied Materials has been able to deliver results despite significant supply chain challenges. In addition, the manufacturer is likely to benefit from increased spending in wafer fab equipment.</p><p>However, AMAT shares have lost over a third of their value this year and just hit a 52-week low. Meanwhile, the current price supports a dividend yield of 0.92%.</p><p>This stock is changing hands at 13.12 time forward earnings and 4.02 times sales. Finally, the 12 month priceforecastfor AMAT is $140.</p><p><a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a><img src=\"https://static.tigerbbs.com/d4cab18b0d8457c8bbf961104a80ab55\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Northfoto / Shutterstock.com</p><p><b>52-week range:</b>$1,230.91 – $1,958.55</p><p>Our next stock pick for today is the restaurant chain <b>Chipotle Mexican Grill</b>(NYSE:CMG). The popular Tex-Mex chain has around 3,000 restaurants stateside.</p><p>In late April, Chipotle reportedQ1metrics. Revenue increased 16% YOY to $2 billion. Adjusted diluted EPS came in at $5.70, up from $5.36 in the previous year. Cash and equivalents stood at $646.7 million.</p><p>Management recentlyannouncedthe formation ofCultivate Next, a venture fund for investing in companies that strategically align with Chipotle’s mission. Investments in innovations can possibly lead to reduced costs and improved efficiency in Chipotle’s own restaurants.</p><p>CMG stock has lost almost 23% YTD and is flirting with 52-week lows. Shares are trading at39.53times forward earnings and4.7times sales. The12-month medianpriceforecast isat$1900.</p><p><a href=\"https://laohu8.com/S/FTXL\">First Trust Nasdaq Semiconductor ETF</a><img src=\"https://static.tigerbbs.com/56447832a6e96e7551c0a82dbfed7b34\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: shutterstock.com/bangoland</p><p><b>52-week range:</b> $56.80 – $83.10</p><p><b>Expense ratio:</b> 0.60% per year</p><p>Our next discussion centers around an exchange-traded fund (ETF), namely the <a href=\"https://laohu8.com/S/FTXL\">First Trust Nasdaq Semiconductor ETF</a>, which provides exposure to U.S. chip stocks.The fund started trading in September 2016.</p><p>FTXL tracks the Nasdaq US Smart Semiconductor Index and currently has 30 holdings. With regards to sub-sectors, we see Semiconductors (78.78%) and Production Technology Equipment (21.22%).</p><p>Meanwhile, the top 10 stocks in the portfolio account for close to 55% of $94 million in net assets. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/INTC\">Intel</a>; <a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>, <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> are among the most prominent holdings.</p><p>FTXL is down roughly 30% this year, trading near 52-week lows. Trailing price-to-earnings (P/E) and price-to-book (P/B) ratios are 18.01x and 4.04x, respectively.</p><p>Despite the recent declines in prices of chip shares, the outlook for the global semiconductor industry remains healthy. Therefore, many of the names in a fund like FTXL should start to recover in the near future.</p><p><a href=\"https://laohu8.com/S/SPGP\">Invesco S&amp;P 500 GARP ETF</a><img src=\"https://static.tigerbbs.com/1b6e05358cd1981ab5a5d52bf7ebad26\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Eviart / Shutterstock.com</p><p><b>52-week range:</b> $80.44 – $97.90</p><p><b>Expense ratio:</b> 0.36% per year</p><p>Our secondfund,the <a href=\"https://laohu8.com/S/SPGP\">Invesco S&amp;P 500 GARP ETF</a>, invests in securities that the fund managers have determined to be high growth names with attractive valuation levels.The fund, which started trading in June 2011, is rebalanced and reconstituted semi-annually.</p><p>SPGP currently has 77 holdings. Health care shares lead at 31.15%. Then come information technology (18.96%) and financials (19%).</p><p>The top 10 stocks in the portfolio account for almost a fifth of net assets of $829.9 million.Among them are the biotech name <a href=\"https://laohu8.com/S/VRTX\">Vertex Pharmaceuticals</a>; insurance providers <a href=\"https://laohu8.com/S/CI\">Cigna</a> and <a href=\"https://laohu8.com/S/PGR\">Progressive</a>; and automated cybersecurity solutions company <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a>.</p><p>SPGP has declined more than 12% YTD. As a result, the fund is trading at 15.84 times trailing earnings and 3.71 times book value. If you are looking for above-average growth businesses that are reasonably priced, SPGP deserves to be on your radar screen.</p><p><a href=\"https://laohu8.com/S/LULU\">Lululemon</a><img src=\"https://static.tigerbbs.com/6d033bbc33ff6e77bdeb0ae8a3cb4a5c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: lentamart / Shutterstock</p><p><b>52-week range:</b>$251.51 – $485.83</p><p><a href=\"https://laohu8.com/S/LULU\">Lululemon</a>, our next growth stock, is a Canadian athletic apparel and fitness equipment group known for high-end yoga pants. Its reach has expanded toover 570 stores across 17 countries.</p><p>In late March, Lululemon announcedQ4 FY21earnings. Revenue was $2.1 billion, representing a 23% increase YOY. Adjusted dilutedEPSincreased from $2.58 in Q4 FY20 to $3.37.</p><p>Recently, management has provideddetailson a new 5-year growth plan, which calls for doubling annual revenue to $12.5 billion by 2026. The focus will be on growingthemen’s apparelsegmentto increase current revenue and also quadrupling international revenuewithinfive years.</p><p>LULU stockhas dropped 28% YTDto trade at 52-week lows. Forward P/E and P/S numbers are29and5.68, respectively. The 12-month medianpriceforecast stands at$435.</p><p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a><img src=\"https://static.tigerbbs.com/0dcf93b50bcf2e1a1530f0a5cca22c06\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Bjorn Bakstad / Shutterstock.com</p><p><b>52-week range:</b>$154.55 – $311.75</p><p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>, a member of the <b>Dow Jones Industrial Average (DJIA)</b>, istheleading provider of customer relationship management (CRM) software. More than 150,000 companies around the world rely on the Salesforce platform.</p><p>In early March, the CRM company reportedQ4 FY21financials. Revenue increased 26% YOY to $7.3 billion. Diluted EPS was 84 cents. Cash and equivalents totaled $5.5 billion.</p><p>Salesforce recentlyannouncedthe release of the Anypoint Code Builder, an integrated development environment (IDE). This new IDE, released by Salesforce subsidiary MuleSoft, is a platform designed to improve efficiency and lower development times for new software.</p><p>CRM stockhas declined 36% YTDand has hit 52-week lows. Shares are trading at33.67times forward earnings and5.78times sales. At present, the12-month medianpriceforecastisat$354.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Growth Stocks to Buy Before They Make a Big Comeback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Growth Stocks to Buy Before They Make a Big Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-29 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/7-growth-stocks-to-buy-before-they-make-a-big-comeback/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Although growth stocks have faced significant setbacks, these seven robust shares should rebound in the coming months.Alphabet: Investors are looking forward to the stock split on July 15.Applied ...</p>\n\n<a href=\"https://investorplace.com/2022/05/7-growth-stocks-to-buy-before-they-make-a-big-comeback/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPGP":"Invesco S&P 500 GARP ETF","FTXL":"First Trust Nasdaq Semiconductor ETF"},"source_url":"https://investorplace.com/2022/05/7-growth-stocks-to-buy-before-they-make-a-big-comeback/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150561243","content_text":"Although growth stocks have faced significant setbacks, these seven robust shares should rebound in the coming months.Alphabet: Investors are looking forward to the stock split on July 15.Applied Materials: Given its robust balance sheet and revenue generations, AMAT stock has the potential for a strong comeback.Chipotle Mexican Grill: A new investment venture could provide long-term revenue growth and technological innovationFirst Trust Nasdaq Semiconductor ETF: The fund invests in leading semiconductor companies that will continue play a prominent role in technological developments.Invesco S&P 500 GARP ETF: This ETF invests in equities that have been identified as high growth with attractive valuation levels.Lululemon: The apparel retailer’s newly outlined 5-year growth plan intends to double revenue by 2026.Salesforce: Recently announced software development platform could provide a new source of revenue from a rapidly growing industry.Growth stocks faced significant challenges in the second quarter of 2022. Investors have hit the ‘sell’ button as profits could face serious headwinds while the Federal Reserve increases rates.Effects ofinterest rate hikeson the marketsare further compounded by ever-rising inflation and signs of a looming recession.As a result,theS&P 500 Growth Indexhas fallenmore than 28% since the beginning of the year.Moreover, the Vanguard S&P 500 Growth ETF (VOOG) has dropped27.8% over the same period.It is also possible to compare theS&P 500 Growth IndexandS&P 500 Indexindices over various time spans. Then, we note that volatility of returns in growth shares is higher as growth stocks typically have betas (β) of well over 1.Most of our readers would know that beta shows stock’s volatility relative to the broader market, such as the S&P 500 Index whose beta is accepted as 1. For instance if a stock’s beta is 1.30, it is assumed to be 30% more volatile the S&P 500.Although current declines in share prices aresignificant in percentage terms, these headwinds are likely transitory. History shows us that bear markets come to an end and robust shares end up making new highs. When a new bull leg begins, growth stocks could potentially outperform theoverallmarket.With that information, here are the seven best growth stocks to buy in June:Alphabet (GOOGL, GOOG)Source: IgorGolovniov / Shutterstock.com52-week range:$2,109.76 – $2,174.98Our first growth stock is the cloud services giant Alphabet, the parent company of Google and YouTube.  Alphabet has numerous subsidiaries in different sectors.The tech giant announced first-quarter results on April 26. Revenue was $68.01 billion, up 23% year-over-year (YOY) growth. Diluted earnings per share (EPS) was $24.62. Free cash flow (FCF) for the period resulted in $15.32 billion.Management expressed its intention to keep investing in growth opportunities worldwide.The board also approved to re-purchase $70 billion of stock.Now, many investors look forward to the upcoming 20-for-1 stock split that should take place on July 15. If today’s price holds, GOOGL should at the time trade around $100.Like many of its peers, GOOGL stock has been caught in the tech swoon and is down by 25% year-to-date (YTD). It recently hit a 52-week low.The stock is trading at 19.3 times forward earnings and 5.45 times sales. For now, the 12 month priceforecaststands at $3,200. However, after July 15, the price will change to reflect the stock split.Applied MaterialsSource: michelmond / Shutterstock.com52-week range:$101.33 – $167.06Applied Materials is known for its tools used in chip manufacturing. Like many other semiconductor names, it has been benefiting from recent technological developments and digitalization efforts worldwide.AMAT releasedQ2results on May 19. Revenue was $6.25 billion, up 12% YOY. Adjusted EPS was $1.85, up 13%. Cash from operations stood at $2.66 billion of cash, while $2.02 billion was returned to shareholders through stock repurchase and dividends.Management highlighted that Applied Materials has been able to deliver results despite significant supply chain challenges. In addition, the manufacturer is likely to benefit from increased spending in wafer fab equipment.However, AMAT shares have lost over a third of their value this year and just hit a 52-week low. Meanwhile, the current price supports a dividend yield of 0.92%.This stock is changing hands at 13.12 time forward earnings and 4.02 times sales. Finally, the 12 month priceforecastfor AMAT is $140.Chipotle Mexican GrillSource: Northfoto / Shutterstock.com52-week range:$1,230.91 – $1,958.55Our next stock pick for today is the restaurant chain Chipotle Mexican Grill(NYSE:CMG). The popular Tex-Mex chain has around 3,000 restaurants stateside.In late April, Chipotle reportedQ1metrics. Revenue increased 16% YOY to $2 billion. Adjusted diluted EPS came in at $5.70, up from $5.36 in the previous year. Cash and equivalents stood at $646.7 million.Management recentlyannouncedthe formation ofCultivate Next, a venture fund for investing in companies that strategically align with Chipotle’s mission. Investments in innovations can possibly lead to reduced costs and improved efficiency in Chipotle’s own restaurants.CMG stock has lost almost 23% YTD and is flirting with 52-week lows. Shares are trading at39.53times forward earnings and4.7times sales. The12-month medianpriceforecast isat$1900.First Trust Nasdaq Semiconductor ETFSource: shutterstock.com/bangoland52-week range: $56.80 – $83.10Expense ratio: 0.60% per yearOur next discussion centers around an exchange-traded fund (ETF), namely the First Trust Nasdaq Semiconductor ETF, which provides exposure to U.S. chip stocks.The fund started trading in September 2016.FTXL tracks the Nasdaq US Smart Semiconductor Index and currently has 30 holdings. With regards to sub-sectors, we see Semiconductors (78.78%) and Production Technology Equipment (21.22%).Meanwhile, the top 10 stocks in the portfolio account for close to 55% of $94 million in net assets. Broadcom, Intel; Texas Instruments, Micron Technology are among the most prominent holdings.FTXL is down roughly 30% this year, trading near 52-week lows. Trailing price-to-earnings (P/E) and price-to-book (P/B) ratios are 18.01x and 4.04x, respectively.Despite the recent declines in prices of chip shares, the outlook for the global semiconductor industry remains healthy. Therefore, many of the names in a fund like FTXL should start to recover in the near future.Invesco S&P 500 GARP ETFSource: Eviart / Shutterstock.com52-week range: $80.44 – $97.90Expense ratio: 0.36% per yearOur secondfund,the Invesco S&P 500 GARP ETF, invests in securities that the fund managers have determined to be high growth names with attractive valuation levels.The fund, which started trading in June 2011, is rebalanced and reconstituted semi-annually.SPGP currently has 77 holdings. Health care shares lead at 31.15%. Then come information technology (18.96%) and financials (19%).The top 10 stocks in the portfolio account for almost a fifth of net assets of $829.9 million.Among them are the biotech name Vertex Pharmaceuticals; insurance providers Cigna and Progressive; and automated cybersecurity solutions company Fortinet.SPGP has declined more than 12% YTD. As a result, the fund is trading at 15.84 times trailing earnings and 3.71 times book value. If you are looking for above-average growth businesses that are reasonably priced, SPGP deserves to be on your radar screen.LululemonSource: lentamart / Shutterstock52-week range:$251.51 – $485.83Lululemon, our next growth stock, is a Canadian athletic apparel and fitness equipment group known for high-end yoga pants. Its reach has expanded toover 570 stores across 17 countries.In late March, Lululemon announcedQ4 FY21earnings. Revenue was $2.1 billion, representing a 23% increase YOY. Adjusted dilutedEPSincreased from $2.58 in Q4 FY20 to $3.37.Recently, management has provideddetailson a new 5-year growth plan, which calls for doubling annual revenue to $12.5 billion by 2026. The focus will be on growingthemen’s apparelsegmentto increase current revenue and also quadrupling international revenuewithinfive years.LULU stockhas dropped 28% YTDto trade at 52-week lows. Forward P/E and P/S numbers are29and5.68, respectively. The 12-month medianpriceforecast stands at$435.SalesforceSource: Bjorn Bakstad / Shutterstock.com52-week range:$154.55 – $311.75Salesforce, a member of the Dow Jones Industrial Average (DJIA), istheleading provider of customer relationship management (CRM) software. More than 150,000 companies around the world rely on the Salesforce platform.In early March, the CRM company reportedQ4 FY21financials. Revenue increased 26% YOY to $7.3 billion. Diluted EPS was 84 cents. Cash and equivalents totaled $5.5 billion.Salesforce recentlyannouncedthe release of the Anypoint Code Builder, an integrated development environment (IDE). This new IDE, released by Salesforce subsidiary MuleSoft, is a platform designed to improve efficiency and lower development times for new software.CRM stockhas declined 36% YTDand has hit 52-week lows. Shares are trading at33.67times forward earnings and5.78times sales. At present, the12-month medianpriceforecastisat$354.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085076110,"gmtCreate":1650627805941,"gmtModify":1676534766171,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085076110","repostId":"2229797806","repostType":2,"repost":{"id":"2229797806","kind":"news","pubTimestamp":1650509285,"share":"https://ttm.financial/m/news/2229797806?lang=&edition=fundamental","pubTime":"2022-04-21 10:48","market":"us","language":"en","title":"Nvidia: Growth Beyond Moore's Law","url":"https://stock-news.laohu8.com/highlight/detail?id=2229797806","media":"seekingalpha","summary":"SummaryGlobal demand for computation power continues to grow exponentially, but unfortunately, CPU c","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Global demand for computation power continues to grow exponentially, but unfortunately, CPU capacity no longer grows exponentially. Moore&#39;s law has ended.</li><li>NVIDIA&#39;s GPU-accelerated computing has the best shot at meeting the continuously increasing computational demand.</li><li>Demand for their data center and professional visualization is accelerating, while growth from gaming remains outstanding.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9efbb9b3ba633f1f838307996a187d20\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>NVIDIA (NASDAQ: NASDAQ:NVDA) initially started as a manufacturer of Graphics Processing Unit (GPU), and saw massive success as the gaming industry grew. Leveraging their superior GPU architecture and significant resources (technology, human capital, and cash), they branched out into scientific computing, artificial intelligence, data platforms, robotics, and other related fields. In particular, their GPU-accelerated computing has the best shot at answering the growing demand for computing power. The recent market volatility has lowered NVIDIA stock below its intrinsic value, and investors should take advantage because:</p><ul><li>Global demand for computing power is growing at an exponential rate, but CPU capacity isn&#39;t keeping pace. It is no longer following Moore&#39;s law of doubling every two years. NVIDIA&#39;s GPU-accelerated computing has the best shot at meeting the exponential growth in computing power.</li><li>Revenue growth is accelerating for the data center and professional visualization segments, while demand for gaming products remains outstanding.</li><li>Thanks to their superior products and economic moat, they enjoy outstanding profitability and massive cash flow.</li></ul><p><b>Solution for Post Moore&#39;s law Era</b></p><p>As we are all aware, the need for computing power is increasing at a rapid pace. Today, high-performance computing is being used in just about every industry, and the growth of block-chain technology, artificial intelligence, health care data usage, and data science are all contributing to the massive growth in demand for computing power. The unfortunate part is that the Central Processing Unit (CPU)&#39;s capacity no longer follows Moore&#39;s law anymore, and the growth rate has slowed from its historical trend.</p><p>Leveraging their superior GPU architecture and advanced technology, NVIDIA became a leader in GPU-accelerated computing, and they have the best shot at meeting the exponentially growing demand for computing power. Currently, NVIDIA&#39;s GPU and networking are able to accelerate many of the fastest supercomputers around the world. Also, their massively parallel computing architecture and associated software are well suited for deep learning, machine learning, and other artificial intelligence-related fields. The detail of the architecture is given in the next segment. Given their dominant leadership position in the GPU segment, superb R&amp;D team, and massive financial and technology resources, I expect them to remain a superpower in the high-performance computing industry.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a541f036692908f17b111307c62dcc7f\" tg-width=\"438\" tg-height=\"291\" width=\"100%\" height=\"auto\"/><span>Death of Moore&#39;s Law and GPU-Computing Performance (NVIDIA Investor Relations)</span></p><p><b>Why is GPU-accelerated computing better than a traditional CPU?</b></p><p>GPU is better able to meet higher computational demands than a CPU. Compared to a CPU, GPU has a lot more cores and is capable of much higher data processing throughput. Therefore, a GPU can break complex problems into thousands of separate tasks and work all at once (parallel computing). In contrast, CPU has low latency and zips through a series of problems at a much faster pace.</p><p>NVIDIA is the pioneer in GPU-accelerated computing platform. They have built a very powerful computation platform by combining the CPU and GPU to get the strengths of both. CPU acts as the quarterback of the system to host the unified and balanced system, the GPU accelerates the computing power with its high throughput capacity, and the Data Processing Units (DPUs) provide enhanced and accelerated networking. Leveraging their expertise in the GPU processing, I expect them to keep the lead in high-performance computing for a while.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9395c1954314b57b02b6aee76949ee25\" tg-width=\"292\" tg-height=\"172\" width=\"100%\" height=\"auto\"/><span>Difference Between CPU and GPU (NVIDIA Blog)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95949cf42536303a865925e32b323897\" tg-width=\"614\" tg-height=\"254\" width=\"100%\" height=\"auto\"/><span>Comparison between traditional CPU vs. GPU accelerated computing (NVIDIA Blog)</span></p><p><b>Accelerating demand for their products</b></p><p>Thanks to their superior technology and performance, demand for their products is accelerating. The revenue growth for the data center and professional visualization segments achieved a staggering 71% and 109% YoY, respectively. The main growth drivers for the data center segment were a growing AI workload (deep learning, machine learning, and natural language processing) and cloud computing, while the drivers for professional visualization were the buildout of the hybrid work environment, 3D design, and rendering. The demand for their main segment, gaming, remained strong with 37% YoY growth.</p><p>Due to the increasing demand for automation and broadening applications for artificial intelligence, the market size for related fields will only continue to increase. Given their dominant leadership position in the GPU segment (83%) and superior computing platform design, I expect NVIDIA to maintain a superior growth trajectory across all three segments in the near future and achieve growth that is even higher than their historic levels (5 year average of 34%). They will certainly remain among my top picks for tech stocks for a while.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7786e73c2621f0d201b83456308db814\" tg-width=\"640\" tg-height=\"379\" width=\"100%\" height=\"auto\"/><span>Gaming Segment Performance (NVIDIA Investor Relations)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7328c22425b85f0f3dc425b6b06df6de\" tg-width=\"640\" tg-height=\"388\" width=\"100%\" height=\"auto\"/><span>Data Center Performance (NVIDIA Investor Relations)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/397cf85c2d69b9bf8ab6b747d14b5696\" tg-width=\"640\" tg-height=\"385\" width=\"100%\" height=\"auto\"/><span>Professional Visualization Performance (NVIDIA Investor Relations)</span></p><p><b>Outstanding profitability and cash flow</b></p><p>Superior technology and brand recognition provides an outstanding economic moat for NVIDIA, and this translates into the aforementioned superb market share and profitability. To give you a perspective of their dominance (market share of 83%), the market share of Microsoft Windows is about 75% on desktop, and the market share of Google is above 90% on search engine. NVIDIA is amongst impressive company. Also, given the increasing demand for computational power and NVIDIA&#39;s leadership position in high-performance computing platform, I expect the market share may increase in the future.</p><p>Leveraging their dominance, they can charge a steep premium on their products and services. This clearly shows up in their profit metrics. All of these metrics (EBIT margin, EBITDA margin, and Net income margin) are well above the sector median. Not only are the profit margins superior, but they have actually been increasing over the past three years, indicating that they are maintaining their superiority. Not surprisingly, given their superb profit margin and fast-rising revenue, they generate a massive operating cash flow ($9.1 B in 2021). I expect this to continue to be the case in the foreseeable future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8dafec76b7257c535e7be181cba0c9e\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a12bad0cda765dabed780de5d882efb3\" tg-width=\"520\" tg-height=\"303\" width=\"100%\" height=\"auto\"/><span>NVIDIA Profitability Metric (Seeking Alpha)</span></p><p><b>Intrinsic Value Estimation</b></p><p>I used DCF model to estimate the intrinsic value of NVIDIA. For the estimation, I utilized current operating cash flow ($9.1 B) and current WACC of 8.0% as the discount rate. For the base case, I assumed operating cash flow growth of 50% (mid point between historic value and most recent growth) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed cash flow growth of 52% and 55%, respectively, for the next 5 years and zero growth afterwards. Given the most recent revenue growth was 61.4%, the growth rate of 52% and 55% are well within reason.</p><p>The estimation revealed that the current stock price presents 10-20% upside. Current market volatility is providing a rare opportunity to grab NVIDIA shares at a discount, and I think investors should take advantage of the opportunity. Given their superiority and market dominance, the stock price will achieve its intrinsic value or even trade at a premium in the long run.</p><p><img src=\"https://static.tigerbbs.com/6df7e49d2ebaa7d49c9eb8b97475f416\" tg-width=\"826\" tg-height=\"250\" width=\"100%\" height=\"auto\"/></p><p>The assumptions and data used for the price target estimation are summarized below:</p><ul><li>WACC: 8.0%</li><li>Cash Flow Growth Rate: 50% (Base Case), 52% (Bullish Case), 55% (Very Bullish Case)</li><li>Current Cash Flow: $9.1 B</li><li>Current Stock Price: $221.98 (04/19/2022)</li><li>Tax rate: 20%</li></ul><p><b>Risk</b></p><p>Reflecting the popularity of the company and its high growth expectations, the valuation of NVIDIA remains high even after the market-wide sell off. The P/E ratio of NVIDIA (TTM) is at 55.22x, which is almost twice that of the sector median, 26.38x. The high valuation leaves little room for disappointment, and any miss on revenue or profit could result in a substantial drop in stock price. This is especially true during rising interest rates, which typically hits growth stocks the hardest. Therefore, the investor should monitor the macroeconomic indicators.</p><p>The fields in which NVIDIA competes (GPU, Artificial Intelligence, and computing) are highly competitive, and there is always a chance of a new entrant or existing superpower (e.g., Intel, Google, etc) emerging with new technology that disrupts the market. For example, Apple cut ties with Intel a couple of years ago and started manufacturing their own CPU, which has been performing very well. The investor must keep up with rapid changes within the highly competitive tech landscape.</p><p><b>Conclusion</b></p><p>NVIDIA has been a superb investment, and a darling of Wall Street, for several years at this point. Given their superb technology and outstanding products, I expect the trend to continue. Also, the ever-increasing demand for computing power will accelerate NVIDIA&#39;s revenue growth for the foreseeable future. High valuation and the possibility of new technology may challenge NVIDIA, but they hold massive resources which should enable them to handle these threats. Overall, I expect 10-20% return in the long run.</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>Nvidia: Growth Beyond Moore's Law</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Growth Beyond Moore's Law\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502479-nvidia-growth-beyond-moores-law><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGlobal demand for computation power continues to grow exponentially, but unfortunately, CPU capacity no longer grows exponentially. Moore's law has ended.NVIDIA's GPU-accelerated computing has ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502479-nvidia-growth-beyond-moores-law\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4543":"AI","BK4529":"IDC概念","BK4567":"ESG概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","NVDA":"英伟达","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4579":"人工智能","BK4532":"文艺复兴科技持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4549":"软银资本持仓","BK4550":"红杉资本持仓","BK4503":"景林资产持仓"},"source_url":"https://seekingalpha.com/article/4502479-nvidia-growth-beyond-moores-law","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229797806","content_text":"SummaryGlobal demand for computation power continues to grow exponentially, but unfortunately, CPU capacity no longer grows exponentially. Moore's law has ended.NVIDIA's GPU-accelerated computing has the best shot at meeting the continuously increasing computational demand.Demand for their data center and professional visualization is accelerating, while growth from gaming remains outstanding.Justin Sullivan/Getty Images NewsInvestment ThesisNVIDIA (NASDAQ: NASDAQ:NVDA) initially started as a manufacturer of Graphics Processing Unit (GPU), and saw massive success as the gaming industry grew. Leveraging their superior GPU architecture and significant resources (technology, human capital, and cash), they branched out into scientific computing, artificial intelligence, data platforms, robotics, and other related fields. In particular, their GPU-accelerated computing has the best shot at answering the growing demand for computing power. The recent market volatility has lowered NVIDIA stock below its intrinsic value, and investors should take advantage because:Global demand for computing power is growing at an exponential rate, but CPU capacity isn't keeping pace. It is no longer following Moore's law of doubling every two years. NVIDIA's GPU-accelerated computing has the best shot at meeting the exponential growth in computing power.Revenue growth is accelerating for the data center and professional visualization segments, while demand for gaming products remains outstanding.Thanks to their superior products and economic moat, they enjoy outstanding profitability and massive cash flow.Solution for Post Moore's law EraAs we are all aware, the need for computing power is increasing at a rapid pace. Today, high-performance computing is being used in just about every industry, and the growth of block-chain technology, artificial intelligence, health care data usage, and data science are all contributing to the massive growth in demand for computing power. The unfortunate part is that the Central Processing Unit (CPU)'s capacity no longer follows Moore's law anymore, and the growth rate has slowed from its historical trend.Leveraging their superior GPU architecture and advanced technology, NVIDIA became a leader in GPU-accelerated computing, and they have the best shot at meeting the exponentially growing demand for computing power. Currently, NVIDIA's GPU and networking are able to accelerate many of the fastest supercomputers around the world. Also, their massively parallel computing architecture and associated software are well suited for deep learning, machine learning, and other artificial intelligence-related fields. The detail of the architecture is given in the next segment. Given their dominant leadership position in the GPU segment, superb R&D team, and massive financial and technology resources, I expect them to remain a superpower in the high-performance computing industry.Death of Moore's Law and GPU-Computing Performance (NVIDIA Investor Relations)Why is GPU-accelerated computing better than a traditional CPU?GPU is better able to meet higher computational demands than a CPU. Compared to a CPU, GPU has a lot more cores and is capable of much higher data processing throughput. Therefore, a GPU can break complex problems into thousands of separate tasks and work all at once (parallel computing). In contrast, CPU has low latency and zips through a series of problems at a much faster pace.NVIDIA is the pioneer in GPU-accelerated computing platform. They have built a very powerful computation platform by combining the CPU and GPU to get the strengths of both. CPU acts as the quarterback of the system to host the unified and balanced system, the GPU accelerates the computing power with its high throughput capacity, and the Data Processing Units (DPUs) provide enhanced and accelerated networking. Leveraging their expertise in the GPU processing, I expect them to keep the lead in high-performance computing for a while.Difference Between CPU and GPU (NVIDIA Blog)Comparison between traditional CPU vs. GPU accelerated computing (NVIDIA Blog)Accelerating demand for their productsThanks to their superior technology and performance, demand for their products is accelerating. The revenue growth for the data center and professional visualization segments achieved a staggering 71% and 109% YoY, respectively. The main growth drivers for the data center segment were a growing AI workload (deep learning, machine learning, and natural language processing) and cloud computing, while the drivers for professional visualization were the buildout of the hybrid work environment, 3D design, and rendering. The demand for their main segment, gaming, remained strong with 37% YoY growth.Due to the increasing demand for automation and broadening applications for artificial intelligence, the market size for related fields will only continue to increase. Given their dominant leadership position in the GPU segment (83%) and superior computing platform design, I expect NVIDIA to maintain a superior growth trajectory across all three segments in the near future and achieve growth that is even higher than their historic levels (5 year average of 34%). They will certainly remain among my top picks for tech stocks for a while.Gaming Segment Performance (NVIDIA Investor Relations)Data Center Performance (NVIDIA Investor Relations)Professional Visualization Performance (NVIDIA Investor Relations)Outstanding profitability and cash flowSuperior technology and brand recognition provides an outstanding economic moat for NVIDIA, and this translates into the aforementioned superb market share and profitability. To give you a perspective of their dominance (market share of 83%), the market share of Microsoft Windows is about 75% on desktop, and the market share of Google is above 90% on search engine. NVIDIA is amongst impressive company. Also, given the increasing demand for computational power and NVIDIA's leadership position in high-performance computing platform, I expect the market share may increase in the future.Leveraging their dominance, they can charge a steep premium on their products and services. This clearly shows up in their profit metrics. All of these metrics (EBIT margin, EBITDA margin, and Net income margin) are well above the sector median. Not only are the profit margins superior, but they have actually been increasing over the past three years, indicating that they are maintaining their superiority. Not surprisingly, given their superb profit margin and fast-rising revenue, they generate a massive operating cash flow ($9.1 B in 2021). I expect this to continue to be the case in the foreseeable future.Data by YChartsNVIDIA Profitability Metric (Seeking Alpha)Intrinsic Value EstimationI used DCF model to estimate the intrinsic value of NVIDIA. For the estimation, I utilized current operating cash flow ($9.1 B) and current WACC of 8.0% as the discount rate. For the base case, I assumed operating cash flow growth of 50% (mid point between historic value and most recent growth) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed cash flow growth of 52% and 55%, respectively, for the next 5 years and zero growth afterwards. Given the most recent revenue growth was 61.4%, the growth rate of 52% and 55% are well within reason.The estimation revealed that the current stock price presents 10-20% upside. Current market volatility is providing a rare opportunity to grab NVIDIA shares at a discount, and I think investors should take advantage of the opportunity. Given their superiority and market dominance, the stock price will achieve its intrinsic value or even trade at a premium in the long run.The assumptions and data used for the price target estimation are summarized below:WACC: 8.0%Cash Flow Growth Rate: 50% (Base Case), 52% (Bullish Case), 55% (Very Bullish Case)Current Cash Flow: $9.1 BCurrent Stock Price: $221.98 (04/19/2022)Tax rate: 20%RiskReflecting the popularity of the company and its high growth expectations, the valuation of NVIDIA remains high even after the market-wide sell off. The P/E ratio of NVIDIA (TTM) is at 55.22x, which is almost twice that of the sector median, 26.38x. The high valuation leaves little room for disappointment, and any miss on revenue or profit could result in a substantial drop in stock price. This is especially true during rising interest rates, which typically hits growth stocks the hardest. Therefore, the investor should monitor the macroeconomic indicators.The fields in which NVIDIA competes (GPU, Artificial Intelligence, and computing) are highly competitive, and there is always a chance of a new entrant or existing superpower (e.g., Intel, Google, etc) emerging with new technology that disrupts the market. For example, Apple cut ties with Intel a couple of years ago and started manufacturing their own CPU, which has been performing very well. The investor must keep up with rapid changes within the highly competitive tech landscape.ConclusionNVIDIA has been a superb investment, and a darling of Wall Street, for several years at this point. Given their superb technology and outstanding products, I expect the trend to continue. Also, the ever-increasing demand for computing power will accelerate NVIDIA's revenue growth for the foreseeable future. High valuation and the possibility of new technology may challenge NVIDIA, but they hold massive resources which should enable them to handle these threats. Overall, I expect 10-20% return in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088530044,"gmtCreate":1650360472830,"gmtModify":1676534704877,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"snjs","listText":"snjs","text":"snjs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088530044","repostId":"2228783959","repostType":2,"repost":{"id":"2228783959","kind":"news","pubTimestamp":1650300247,"share":"https://ttm.financial/m/news/2228783959?lang=&edition=fundamental","pubTime":"2022-04-19 00:44","market":"us","language":"en","title":"Is Tencent A Good Stock To Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2228783959","media":"seekingalpha","summary":"alexsl/iStock Unreleased via Getty ImagesTencent Has Been Mired In A Multitude Of Headwinds After a ","content":"<html><body><div> <figure><picture> <img height=\"1024px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1127775634/image_1127775634.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1127775634/image_1127775634.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1127775634/image_1127775634.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1127775634/image_1127775634.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1127775634/image_1127775634.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1127775634/image_1127775634.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1127775634/image_1127775634.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1127775634/image_1127775634.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1127775634/image_1127775634.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>alexsl/iStock Unreleased via Getty Images</p></figcaption></figure><h2>Tencent Has Been Mired In A Multitude Of Headwinds</h2> <p>After a protracted decline following a peak in February 2021, the share price of Tencent Holdings Limited (OTCPK:TCEHY)(OTCPK:TCTZF)(0700:HK) traded in a narrow range from late August 2021 to<span> February this year. The half-year stabilization in TCEHY stock allowed shareholders of Tencent to heave a sigh of relief.</span></p> <p>2022 was anticipated to be the recovery year and through mid-February, TCEHY stock established an ascending triangle pattern which is recognized in technical analysis as a bullish chart pattern. Unfortunately, the share price took a turn for the worse and plunged to levels not seen since late 2019, effectively giving up more than two years of gains.</p> <p>The plethora of headwinds facing Chinese Internet stocks are well known: We can trace their falling from grace to the official scuttling of the initial public offering [IPO] of Alibaba Group's (BABA) fintech arm, Ant Group, in early November 2020. Investors viewed the sudden suspension of the mega and highly sought-after IPO at the eleventh hour with shock and the idea that 'Beijing is capricious' began to propagate.</p> <p>A series of regulatory tightening moves thereafter reinforced the thinking and the decimation of the for-profit after-school tutoring industry virtually overnight in late July 2021 led investors’ fear of Beijing's resolve reaching the zenith. Outside of China, delisting concerns due to the Holding Foreign Companies Accountable Act [HFCAA] and trumped-up allegations that the Chinese government was planning to repudiate Variable Interest Entities [VIEs] exacerbated the bearish sentiment.</p> <p>With the Chinese internet companies operating under a harsher regulatory environment and fear mongers having a field day on what the U.S. government officials can do in their eagerness to 'contain China', related stocks continued to decline. The pressures from both Beijing and Washington even led to various quarters calling Chinese stocks \"uninvestable\".</p> <p>Although Tencent Holdings has its primary listing in Hong Kong - its TCEHY and TCTZF shares are traded ‘over-the-counter’ [OTC] - it was unable to escape the discount accorded to Chinese ADRs for the risk of delisting from U.S. stock exchanges. Besides being painted with the same stroke by market players for being Chinese, Tencent is also negatively impacted by the poor stock performances of its various investments - many of them are Chinese ADRs - as a holding company. Thus, it isn’t unfair that TCEHY is suffering from the same bearish sentiment ailing the sector.</p> <p>Readers may have noticed in my earlier chart that a descending triangle pattern fitted the prevailing share price movement of TCEHY stock. Contrary to the bullish ascending triangle pattern, the descending triangle pattern is a bearish <a href=\"https://laohu8.com/S/AONE.U\">one</a>. The last time something similar developed was May-July 2021 and the share price of TCEHY took a big tumble down thereafter.</p> <p>An obvious negative driver for the current down leg is the economic damage resulting from the lockdowns in numerous areas in China, including the financial powerhouse province of Shanghai and the manufacturing hub of Guangzhou. The gaming unit of Tencent Holdings is well poised to benefit from the population stuck at home. However, with reduced business activities on closures, Tencent is seeing curtailed transactions on its payment app and will likely report lower advertising spending - a major contributor to its revenue - for the past weeks.</p> <p>For long-term investors, the ups-and-downs of TCEHY stock are part-and-parcel of the tribulations-filled but rewarding journey of owning the social media and gaming giant. Naspers Limited (OTCPK:NPSNY)(OTCPK:NAPRF), a South African company that was an early investor in Tencent Holdings, was one such beneficiary. Its fortune ebbed and flowed with Tencent for the past decade and more. Since October 2008, TCEHY is up over 30 times even after the recent crash, while NPSNY is up nearly 9 times.</p> <figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/16/saupload_YYZLu1gbEQtxJHanol6eccuQ7_7_jQa2NKk_QoR9e3qmiGxN1ugfrZA5jDTpWwdHJKchpZqMRvQKXyz1vjsy-s3EDK_AZSwip7KykRi7DwYjYVtBvubQydyN_n1cT9raJ64Z9Hay.png\"/> </picture><figcaption><p>Naspers gains based on its hefty Tencent stake <span>(YCharts)</span></p></figcaption></figure><p>After the wallop following the suspension of Ant Group’s IPO, BABA stock began to slide and has since lost nearly all the gains post-IPO. In the same period, TCEHY managed to retain a 211% total return. At their respective peaks, BABA stock hit a total return of 238% while TCEHY doubled the feat, achieving a 541% total return.</p> <figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/16/saupload_I4-SxKQAq9oMfa9OTZiv5r8QexZP7DOwKq87-nFQioPaqJyQjOObeS0z3fc9YMZIx12svSVYtpQr0wnkNbTP-SH9W0A1vR-j0D6QAknTRH3YZEKs9NiilZG3QIVBTC7LzR6dv4hz.png\"/> </picture><figcaption><p>Total returns of Tencent, Alibaba, and KWEB <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> <span>(YCharts)</span></p></figcaption></figure><h2>Is Tencent Stock Overvalued?</h2> <p>With TCEHY’s outperformance over BABA stock, it is no wonder that some of my friends questioned if Tencent stock is overvalued. The discussion may seem odd considering the big cut in the market cap of Tencent from its peak already.</p> <p>Indeed, Tencent Holdings’ PE ratio has fallen to a decade low of 13.0 times. This is a far cry from the high of 61.6 times it enjoyed in 2014 and also substantially lower than the multi-year average of 37.4 times. Tencent Holdings’ PS ratio has also crashed to a decade low of 5.2 times, against the peak of 16.9 times it was valued at in late 2017. The current PS ratio is less than half the multi-year average of 10.9 times.</p> <figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/16/saupload_T4J3gVDf9lQzxqmZ-pBzMRncfFvB-LMucbmswacwjzNZapbTYVFI2yditax_arE9m6uoIq8kbx0a0BBd9aBCwOUaP4MZ_FHsgwWEuRv0gfxTI_qgG-1ISWjqScfJMCNqxN_2ovXG.png\"/> </picture><figcaption><p>Tencent Holdings Ltd PE ratio &amp; PS ratio <span>(YCharts)</span></p></figcaption></figure><p>It can be argued that the various challenges faced by Tencent may have crimped its profit outlook and its valuation multiples. For instance, the corporate donations that the Chinese Internet giants have pledged in support of the ‘Common Prosperity’ agenda propagated by Beijing, restrictions on gameplay and spending by minors, as well as the curbing of monopolistic practices with ‘walled gardens’ enabling high margins.</p> <h3>Tencent is showing its adaptability and monetization prowess</h3> <p>However, this would be assuming that Tencent is just sitting like a lame duck and unable to mitigate the situation. To assuage shareholders’ concerns, Tencent elaborated at length on its strategies for maintaining its strong market position and capturing growth opportunities.</p> <p>On advertising, Tencent is expecting a growth recovery in late 2022 while new game releases would juice revenues from this year. Its cloud and long-form video businesses are expected to improve on profitability as the company reduces expenses on items like marketing. Given that its peers would similarly abandon a growth-at-all-costs mentality, Tencent should be able to maintain its market share despite lower spending.</p> <figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/16/saupload_usY2Mke7XnwEhrED4ttGqePqUFOzNYcU0OFMTXVdtC-n1Pb9gi6Dok0_LARNEVUoYjiKEttrKmLmzvq6SGdV8m0Jg2wXIR4sxhQf4cBo-KPlvjbCRnHpFjZ_ROEC5BUN2hxdEzj2_thumb1.png\"/> </picture><figcaption><p><span>Tencent</span></p></figcaption></figure><p>The dire straits the gaming industry was in since last year due to the nine-month suspension of games approval could supposedly be a thing of the past with the Chinese authorities approving last week the first set of video game licenses since July 2021.</p> <p>Naysayers may pick on the fact that Tencent’s offerings weren’t on the initial batch of approved games. However, it should be highlighted that in late 2018 when China resumed the games approval following a hiatus then, Tencent was also missing from the initial batches. Yet, the company went on to receive dozens of game approvals in the following two years. That supported TCEHY stock to resume its uptrend and it hit a record high in early 2021.</p> <p>Even as its core gaming unit is regaining its footing, Tencent is working on increasingly monetizing its video accounts (short-form videos) and its suite of popular products like Tencent Meeting and Tencent Docs in the form of Software-as-a-Service [SaaS], emboldened by its proven success in monetizing freemium 2C products.</p> <figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/16/saupload_EHms7Z_FGjRk_G6QkhZQst6BPQXKdDh4l3cNlc0KkqZWbGE9YNZpQm2UYpag_QVTI6D6z8q-1TmnIBDNeOz30EJJcep9WKZ8fdth1xThMJkZgvQjy8B8l4XJugAuRRvjZDRUuaLf_thumb1.png\"/> </picture><figcaption><p><span>Tencent </span></p></figcaption></figure><p>Tencent also intends to keep growing its international games with the support of a “compelling pipeline backed by franchise expansions at our market-leading studios and consistent enhancements of our category-leading studios.” Shareholders who are also game players may be pleased with the steady games pipeline Tencent presented during its fourth-quarter 2021 results.</p> <figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/16/saupload_hRPEQLmAiF7PXkSMAghrMN7p7dKYOUNKW5DQLw1NNy5XluoOrz5tYaLGQcdIxBkipSPFNcrM8qck4KcrjnWMMb6H0xUosQfUV0_tyV1dk5NXUS5ZgeAmsSPBP5TMmD1CYKQNSNjZ_thumb1.png\"/> </picture><figcaption><p><span>Tencent Holdings</span></p></figcaption></figure><p>Given the execution history of Tencent management, the company could deliver on its strategies and prove the investing community to be too bearish presently. Consequently, five years down the road, we could come to realize that TCEHY stock was actually undervalued rather than overvalued.</p> <h2>What Is Tencent Stock's Outlook?</h2> <h3>Tencent’s quant rating and analyst recommendations</h3> <p>According to Seeking Alpha’s quant rating, TCEHY is currently a ‘hold’ with a score of 2.87. This isn’t a good sign but looking at the factor grades contributing to the scoring, TCEHY stock has improved from three months ago.</p> <p>Growth deteriorated two notches to D from C+ but Valuation inched up from D- to D and Revisions jumped from F to D+. Profitability remained a stellar A+ grade. The deterioration in Momentum is expected given the share price movement.</p> <figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/16/saupload_337rjdhInOxd3rWbHcsUUc9qIPhU3y8Fpr8PEiNtIdu2Sw_l1V4WwdWignlPGPO6CuecOHKlM8QR9qwbRPmJpiur0RWUHXJ2egd6LFigzXxVss4b_NP7nahjdMQ3q51Xg7Fo5paS.png\"/> </picture><figcaption><p><span>Seeking Alpha Premium</span></p></figcaption></figure><p>Wall Street analysts are more sanguine about Tencent. Based on the latest recommendation compilation for March, of the 37 calls, 13 are ‘Strong Buy’, 23 are ‘Buy’, and only 1 ‘Hold’, with no one saying ‘Underperform’ or ‘Sell’, giving it a high rating of 1.8. Compared with February, there are two more ‘Strong Buy’ calls in March.</p> <p>For the price targets, analysts are split, with the most bearish slapping HK$279.98 on the low end for the Hong Kong shares (lack of coverage for TCEHY) and the most bullish expecting the stock to hit an incredible HK$820.97 within the 12 months. The current share price is a mere HK$374.40, meaning a downside of less than HK$100 even if the most bearish target is reached but an upside of more than HK$446 if everything is rosy and the high-end price target is achieved.</p> <figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/16/saupload_CqxpN-k9P8TF1lWoPJkm-rSfW0uUItOZZ7Kkg5zsPsFQVBfkYIzhmghlDjKC16surTtdRG5VxmkDWmADMsM7_iycAcF6DnXEvbNou0S3qvap1iRTmbznMpzhzjnlKYCyYV-ZY4g_.png\"/> </picture><figcaption><p><span>Yahoo Finance</span></p></figcaption></figure><h3>Beijing is signaling its embrace of foreign investors</h3> <p>Regarding the bearish reports like \"large-scale layoffs\" happening at Chinese tech giants, we may have forgotten that such moves announced to placate shareholders on management’s cost-cutting endeavors are common in the U.S. as well. Jobs could be quietly added subsequently and outsiders would be none the wiser. There were speculations that the layoff announcements were made to extract concessions from Beijing or simply to signal to the regulators that they should back down on their scrutiny.</p> <p>However, the Chinese authorities aren’t easily taken in and the recent revelation by the Cyberspace Administration of China [CAC] that the country's 12 tech giants hired more workers than they lost in the past nine months should be a reminder that investors should not take anything at face value. Rather than experiencing job losses, the total employment at “A-list tech companies such as Alibaba, Tencent, ByteDance (BDNCE), JD.com (JD), Pinduoduo (PDD), and Ant Group… has increased steadily,\" according to a statement by CAC.</p> <p>As for the stock discount on Chinese stocks amid allegations that the Chinese government was planning to repudiate Variable Interest Entities [VIEs] and delisting fears due to the HFCAA, perhaps shareholders were again too pessimistic. Last year, the China Securities Regulatory Commission [CSRC] reiterated its implicit support for the VIE structure and reassured investors several times of their continued effort to reconcile the demands of the SEC with Beijing’s national security needs.</p> <p>CSRC put the delisting fears to rest on April 2, confirming plans to revise confidentiality rules to give U.S. auditors full access to the U.S.-listed Chinese firms’ audit reports. As if sensing that market players weren’t taking it seriously, it followed up with a reiteration of its commitment to facilitate overseas IPOs on April 9. CSRC Chairman Yi Huiman said in a speech to a business group that the regulator “will keep the channel of overseas listings unclogged.”</p> <p>This signaled Beijing’s intention to continue protecting the interest of foreign investors. I’m not saying they are altruistic, but it shows they want to attract overseas funding and are savvy (or shrewd, if you prefer) enough to keep investors happy.</p> <h2>Is TCEHY Stock A Buy, Sell, or Hold?</h2> <p>Chinese stocks receive a lot of brickbats from retail investors. However, a whopping 1043 institutional investors have other thoughts. 24% of Tencent shares are owned by institutional investors, representing 38% of the float.</p> <figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/16/saupload_-PY6FoiDSSllulAErMrTiEnFrx7CHrs8PU9eb22qCeeXQ_zkhaCyeLEiFMpGb_y_vUOXrj1A2SPGKVCh8qVfzxAH1Qpx6W0KWEWpSDcpbll2qqU_uvT6eLcSEeqbE7xYq_Noxb2H.png\"/> </picture><figcaption><p><span>Yahoo Finance</span></p></figcaption></figure><p>Institutional investors could be comforted by Tencent Holdings Ltd’s solid free cash flow of $17.5 billion and an FCF yield of 3.9%. This is impressive when compared with Sea Limited (SE), affectionately named the Tencent of Southeast Asia and “Baby Tencent” by some market players. <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a> has an FCF of $209 million and an FCF yield of 0.4%.</p> <p>Why is this important? Well, Tencent is a proven “fund manager,” with numerous success cases including Tesla (TSLA), Sea Limited, Meituan (OTCPK:MPNGF)(OTCPK:MPNGY), and Pinduoduo. While the Chinese regulators have hiked their anti-monopoly stance, Tencent can continue aggressive acquisitions overseas. In late March, Zenvia (ZENV) announced a 10.2% stake (of its Class A shares) acquired by Tencent in an SEC filing.</p> <figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/16/saupload_-f-QyyIq0cGnQOMpZjENotctQRjnmPB79UQaNrpRKC4ABLiAD2GbmLcdoJ6FEiZZ9AV6PtBmNNBo7xMyh-_DLegFG2kn1NXu6Z3u3gane29aTpBacB1ZTx4kt5ujUKGAmXgMvf7G.png\"/> </picture><figcaption><p>Tencent vs. Sea Ltd Free Cash Flow Yield <span>(YCharts)</span></p></figcaption></figure><p>This Baby Tencent that received loads of love from growth investors brought ecstasy and then misery as SE stock outperformed Tencent for much of 2021, but subsequently gave up all the superior returns and more when reality trumped ambitions. Over the past year, TCEHY stock is down 41% while SE stock is down 56%, despite being up over 40% at one point.</p> <figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/16/saupload_UUTrih6QAq_3F1RI72Mh2rGezAEN0GipFcVaWeOqe2nwIa3_pW-z_BhgJ8pcCxhbAawZ6cUwFVBtNCguF0-4qcNP3UOEBDW_q9nj9aox8gHaD2icAqPrtvL7pW7yyqlNBGThnSWq.png\"/> </picture><figcaption><p>TCEHY vs SE stock performance <span>(YCharts)</span></p></figcaption></figure><p>As tech stocks came under intense scrutiny this year, much attention has been placed on the hefty stock-based compensation [SBC]. This is not an issue for Tencent Holdings with its SBC scheme costing it only 3.9% of its annual revenue, higher than Amazon.com Inc. (AMZN) but lower than Alibaba Group and <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc. (FB). Based on the percentage of annual assets, Tencent Holdings is the lowest among the four companies at a mere 1.3%. Meta Platforms, the parent of Facebook, topped the quad again with its SBC costing it 5.5% of its annual assets.</p> <figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/16/saupload_2a6P3G9MZtKjXPhSM7XdkazDcEcYoUZWYL_rxX--Uu2yeCV-7ZgJO7I084bKWzAoGvmvTzYoJBT1qNK3O4tbSJ2AC-dbXFlnU35cEJYbkUGEemr9eOtiih9tBOum7MvqEHtiGj0h.png\"/> </picture><figcaption><p>Stock based compensation (% of annual assets and % of annual revenues) - Tencent, Alibaba, Amazon, Meta Platforms <span>(YCharts)</span></p></figcaption></figure><p>Evaluating whether Tencent is a good stock to buy, sell, or hold, we need to look at both sides of the developments. Earlier in this article, I mentioned the Chinese economy is struggling with the country’s worst Covid-19 outbreak since 2020, inevitably dragging down TCEHY stock in the near term.</p> <p>However, Beijing is not sitting by. On Friday, China’s central bank announced that it will lower banks’ reserve requirement ratio that determines the amount of deposits banks have to set aside. The move would release 530 billion yuan ($83 billion) of liquidity to spur lending and help businesses.</p> <p>In my previous article titled Is Alibaba Stock A Buy Or Sell After $25 Billion Buyback Announcement? I pointed out that non-Chinese companies are increasingly targeted by foreign governments, even as the governments where the companies are based are themselves looking at ways to rein in the tech players.</p> <p>Today, it is Japan’s turn to flex its muscles, requesting Google (GOOGL)(GOOG), Meta Platforms, and others to register their overseas global headquarters in Japan. With the frequency of regulatory actions on international businesses rising, Chinese companies can take a breather. Investors may come to appreciate that not only Chinese companies are subjected to political headwinds and question why they are according to them a “China discount.”</p> <h2>The push for Chinese alternatives provides Tencent offerings with a good shot at global monetization</h2> <p>I recently watched a Chinese talk show helmed by prominent academia, Dean of the China Research Institute of Fudan University, Professor Zhang Weiwei, who together with guest speaker Professor Jin Canrong, discussed the Russia-Ukraine war. Professor Jin is the Deputy Dean, School of International Relations, and Deputy Director, Center for American Studies, of the Renmin University of China. During the question-and-answer section of the show, the duo emphasized the need for the Chinese population to be able to effectively challenge the narrative propagated by Western countries which has been facilitated by international platforms. Considering the message here and from other Chinese expert commentaries I came across, there seems to be a recognition that China needs its platforms to be adopted internationally.</p> <p>Why is this important for China? Take for instance Common Prosperity, which has been painted in a very bad picture as an example of Beijing determined to suck private companies dry. However, watching quality Chinese talk shows targeted at domestic audiences, it was made clear that China recognizes a simple wealth redistribution method is not the solution to Common Prosperity. The combined ‘wealth’ of all Chinese private enterprises today remains sorely insufficient.</p> <p>Hence, Beijing wants to support more entrepreneurship. At the same time though, it wants successful business owners to undertake more societal responsibilities, much like how American corporations are doing with their rich Corporate Social Responsibility [CSR] programs. There is a mantra summing up Beijing’s approach (my translation): “Let’s first create prosperity, then spread prosperity.” Did any Western media explain this phenomenon?</p> <p>ByteDance’s TikTok is China’s most successful international social media platform. However, Washington has recognized its popularity and the danger it poses - i.e., TikTok displacing Facebook as the global dominant social media platform would diminish the ability of the U.S. to control the Western narrative. Former President Trump's attempts to bring down TikTok must have highlighted to Beijing the importance of having more alternatives.</p> <p>Tencent has proven its execution prowess, creating hugely popular messaging apps WeChat and QQ. However, the bulk of its users are in China. I believe Beijing will come to support Tencent to push its super apps for adoption internationally. Foreign governments are increasingly wary of the dominance of American platforms like Facebook/WhatsApp, <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR), and Amazon. They could welcome Chinese alternatives to balance out the American equivalents, providing Tencent offerings with a good shot at global monetization.</p> <p>Even if this does not materialize, the compression of Tencent’s valuation multiples has made the stock attractive. With the suspension of new games approval lifted, it is a matter of time before we see Tencent’s titles getting approved. Every game title of Tencent being approved would be a share price upside driver for TCEHY.</p> <p>After a year of downdraft in TCEHY amid a multitude of bearish issues, it probably doesn’t take much for the market to be excited and once the positive momentum gets going, fear of missing out [FOMO] could quickly propel the stock higher. Bystanders regretting not getting on board the bargain boat could eventually give in and feed the momentum.</p> <p>Hence, summing up all the positive catalysts mentioned in this article, I rate Tencent a good stock to buy.</p> </div></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>Is Tencent A Good Stock To Buy, Sell, Or Hold?</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\">\nIs Tencent A Good Stock To Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 00:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501927-tencent-good-stock-buy-sell-hold><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>alexsl/iStock Unreleased via Getty ImagesTencent Has Been Mired In A Multitude Of Headwinds After a protracted decline following a peak in February 2021, the share price of Tencent Holdings Limited (...</p>\n\n<a href=\"https://seekingalpha.com/article/4501927-tencent-good-stock-buy-sell-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4514":"搜索引擎","BK4565":"NFT概念","TCEHY":"腾讯控股ADR","BK4539":"次新股","BK4516":"特朗普概念","NPSNY":"Naspers(腾讯南非大股东)","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念","GOOGL":"谷歌A","MPNGY":"美团ADR","TSLA":"特斯拉","GOOG":"谷歌","BK4534":"瑞士信贷持仓","NAPRF":"Naspers Ltd.","BK4576":"AR","BK4504":"桥水持仓","BK4525":"远程办公概念","BK4509":"腾讯概念","BK4558":"双十一","BK4575":"芯片概念","BABA":"阿里巴巴","SE":"Sea Ltd","ZENV":"Zenvia Inc.","BK4508":"社交媒体","BK4524":"宅经济概念","BK4527":"明星科技股","BK4501":"段永平概念","TCTZF":"Tencent Holding Ltd.","TWTR":"Twitter","BK4077":"互动媒体与服务","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4579":"人工智能","AMZN":"亚马逊","BK4503":"景林资产持仓","09618":"京东集团-SW","BK4502":"阿里概念","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4561":"索罗斯持仓","09988":"阿里巴巴-W","BK4581":"高盛持仓"},"source_url":"https://seekingalpha.com/article/4501927-tencent-good-stock-buy-sell-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2228783959","content_text":"alexsl/iStock Unreleased via Getty ImagesTencent Has Been Mired In A Multitude Of Headwinds After a protracted decline following a peak in February 2021, the share price of Tencent Holdings Limited (OTCPK:TCEHY)(OTCPK:TCTZF)(0700:HK) traded in a narrow range from late August 2021 to February this year. The half-year stabilization in TCEHY stock allowed shareholders of Tencent to heave a sigh of relief. 2022 was anticipated to be the recovery year and through mid-February, TCEHY stock established an ascending triangle pattern which is recognized in technical analysis as a bullish chart pattern. Unfortunately, the share price took a turn for the worse and plunged to levels not seen since late 2019, effectively giving up more than two years of gains. The plethora of headwinds facing Chinese Internet stocks are well known: We can trace their falling from grace to the official scuttling of the initial public offering [IPO] of Alibaba Group's (BABA) fintech arm, Ant Group, in early November 2020. Investors viewed the sudden suspension of the mega and highly sought-after IPO at the eleventh hour with shock and the idea that 'Beijing is capricious' began to propagate. A series of regulatory tightening moves thereafter reinforced the thinking and the decimation of the for-profit after-school tutoring industry virtually overnight in late July 2021 led investors’ fear of Beijing's resolve reaching the zenith. Outside of China, delisting concerns due to the Holding Foreign Companies Accountable Act [HFCAA] and trumped-up allegations that the Chinese government was planning to repudiate Variable Interest Entities [VIEs] exacerbated the bearish sentiment. With the Chinese internet companies operating under a harsher regulatory environment and fear mongers having a field day on what the U.S. government officials can do in their eagerness to 'contain China', related stocks continued to decline. The pressures from both Beijing and Washington even led to various quarters calling Chinese stocks \"uninvestable\". Although Tencent Holdings has its primary listing in Hong Kong - its TCEHY and TCTZF shares are traded ‘over-the-counter’ [OTC] - it was unable to escape the discount accorded to Chinese ADRs for the risk of delisting from U.S. stock exchanges. Besides being painted with the same stroke by market players for being Chinese, Tencent is also negatively impacted by the poor stock performances of its various investments - many of them are Chinese ADRs - as a holding company. Thus, it isn’t unfair that TCEHY is suffering from the same bearish sentiment ailing the sector. Readers may have noticed in my earlier chart that a descending triangle pattern fitted the prevailing share price movement of TCEHY stock. Contrary to the bullish ascending triangle pattern, the descending triangle pattern is a bearish one. The last time something similar developed was May-July 2021 and the share price of TCEHY took a big tumble down thereafter. An obvious negative driver for the current down leg is the economic damage resulting from the lockdowns in numerous areas in China, including the financial powerhouse province of Shanghai and the manufacturing hub of Guangzhou. The gaming unit of Tencent Holdings is well poised to benefit from the population stuck at home. However, with reduced business activities on closures, Tencent is seeing curtailed transactions on its payment app and will likely report lower advertising spending - a major contributor to its revenue - for the past weeks. For long-term investors, the ups-and-downs of TCEHY stock are part-and-parcel of the tribulations-filled but rewarding journey of owning the social media and gaming giant. Naspers Limited (OTCPK:NPSNY)(OTCPK:NAPRF), a South African company that was an early investor in Tencent Holdings, was one such beneficiary. Its fortune ebbed and flowed with Tencent for the past decade and more. Since October 2008, TCEHY is up over 30 times even after the recent crash, while NPSNY is up nearly 9 times.   Naspers gains based on its hefty Tencent stake (YCharts)After the wallop following the suspension of Ant Group’s IPO, BABA stock began to slide and has since lost nearly all the gains post-IPO. In the same period, TCEHY managed to retain a 211% total return. At their respective peaks, BABA stock hit a total return of 238% while TCEHY doubled the feat, achieving a 541% total return.   Total returns of Tencent, Alibaba, and KWEB Pacer Swan SOS Fund of Funds ETF|ETF (YCharts)Is Tencent Stock Overvalued? With TCEHY’s outperformance over BABA stock, it is no wonder that some of my friends questioned if Tencent stock is overvalued. The discussion may seem odd considering the big cut in the market cap of Tencent from its peak already. Indeed, Tencent Holdings’ PE ratio has fallen to a decade low of 13.0 times. This is a far cry from the high of 61.6 times it enjoyed in 2014 and also substantially lower than the multi-year average of 37.4 times. Tencent Holdings’ PS ratio has also crashed to a decade low of 5.2 times, against the peak of 16.9 times it was valued at in late 2017. The current PS ratio is less than half the multi-year average of 10.9 times.   Tencent Holdings Ltd PE ratio & PS ratio (YCharts)It can be argued that the various challenges faced by Tencent may have crimped its profit outlook and its valuation multiples. For instance, the corporate donations that the Chinese Internet giants have pledged in support of the ‘Common Prosperity’ agenda propagated by Beijing, restrictions on gameplay and spending by minors, as well as the curbing of monopolistic practices with ‘walled gardens’ enabling high margins. Tencent is showing its adaptability and monetization prowess However, this would be assuming that Tencent is just sitting like a lame duck and unable to mitigate the situation. To assuage shareholders’ concerns, Tencent elaborated at length on its strategies for maintaining its strong market position and capturing growth opportunities. On advertising, Tencent is expecting a growth recovery in late 2022 while new game releases would juice revenues from this year. Its cloud and long-form video businesses are expected to improve on profitability as the company reduces expenses on items like marketing. Given that its peers would similarly abandon a growth-at-all-costs mentality, Tencent should be able to maintain its market share despite lower spending.   TencentThe dire straits the gaming industry was in since last year due to the nine-month suspension of games approval could supposedly be a thing of the past with the Chinese authorities approving last week the first set of video game licenses since July 2021. Naysayers may pick on the fact that Tencent’s offerings weren’t on the initial batch of approved games. However, it should be highlighted that in late 2018 when China resumed the games approval following a hiatus then, Tencent was also missing from the initial batches. Yet, the company went on to receive dozens of game approvals in the following two years. That supported TCEHY stock to resume its uptrend and it hit a record high in early 2021. Even as its core gaming unit is regaining its footing, Tencent is working on increasingly monetizing its video accounts (short-form videos) and its suite of popular products like Tencent Meeting and Tencent Docs in the form of Software-as-a-Service [SaaS], emboldened by its proven success in monetizing freemium 2C products.   Tencent Tencent also intends to keep growing its international games with the support of a “compelling pipeline backed by franchise expansions at our market-leading studios and consistent enhancements of our category-leading studios.” Shareholders who are also game players may be pleased with the steady games pipeline Tencent presented during its fourth-quarter 2021 results.   Tencent HoldingsGiven the execution history of Tencent management, the company could deliver on its strategies and prove the investing community to be too bearish presently. Consequently, five years down the road, we could come to realize that TCEHY stock was actually undervalued rather than overvalued. What Is Tencent Stock's Outlook? Tencent’s quant rating and analyst recommendations According to Seeking Alpha’s quant rating, TCEHY is currently a ‘hold’ with a score of 2.87. This isn’t a good sign but looking at the factor grades contributing to the scoring, TCEHY stock has improved from three months ago. Growth deteriorated two notches to D from C+ but Valuation inched up from D- to D and Revisions jumped from F to D+. Profitability remained a stellar A+ grade. The deterioration in Momentum is expected given the share price movement.   Seeking Alpha PremiumWall Street analysts are more sanguine about Tencent. Based on the latest recommendation compilation for March, of the 37 calls, 13 are ‘Strong Buy’, 23 are ‘Buy’, and only 1 ‘Hold’, with no one saying ‘Underperform’ or ‘Sell’, giving it a high rating of 1.8. Compared with February, there are two more ‘Strong Buy’ calls in March. For the price targets, analysts are split, with the most bearish slapping HK$279.98 on the low end for the Hong Kong shares (lack of coverage for TCEHY) and the most bullish expecting the stock to hit an incredible HK$820.97 within the 12 months. The current share price is a mere HK$374.40, meaning a downside of less than HK$100 even if the most bearish target is reached but an upside of more than HK$446 if everything is rosy and the high-end price target is achieved.   Yahoo FinanceBeijing is signaling its embrace of foreign investors Regarding the bearish reports like \"large-scale layoffs\" happening at Chinese tech giants, we may have forgotten that such moves announced to placate shareholders on management’s cost-cutting endeavors are common in the U.S. as well. Jobs could be quietly added subsequently and outsiders would be none the wiser. There were speculations that the layoff announcements were made to extract concessions from Beijing or simply to signal to the regulators that they should back down on their scrutiny. However, the Chinese authorities aren’t easily taken in and the recent revelation by the Cyberspace Administration of China [CAC] that the country's 12 tech giants hired more workers than they lost in the past nine months should be a reminder that investors should not take anything at face value. Rather than experiencing job losses, the total employment at “A-list tech companies such as Alibaba, Tencent, ByteDance (BDNCE), JD.com (JD), Pinduoduo (PDD), and Ant Group… has increased steadily,\" according to a statement by CAC. As for the stock discount on Chinese stocks amid allegations that the Chinese government was planning to repudiate Variable Interest Entities [VIEs] and delisting fears due to the HFCAA, perhaps shareholders were again too pessimistic. Last year, the China Securities Regulatory Commission [CSRC] reiterated its implicit support for the VIE structure and reassured investors several times of their continued effort to reconcile the demands of the SEC with Beijing’s national security needs. CSRC put the delisting fears to rest on April 2, confirming plans to revise confidentiality rules to give U.S. auditors full access to the U.S.-listed Chinese firms’ audit reports. As if sensing that market players weren’t taking it seriously, it followed up with a reiteration of its commitment to facilitate overseas IPOs on April 9. CSRC Chairman Yi Huiman said in a speech to a business group that the regulator “will keep the channel of overseas listings unclogged.” This signaled Beijing’s intention to continue protecting the interest of foreign investors. I’m not saying they are altruistic, but it shows they want to attract overseas funding and are savvy (or shrewd, if you prefer) enough to keep investors happy. Is TCEHY Stock A Buy, Sell, or Hold? Chinese stocks receive a lot of brickbats from retail investors. However, a whopping 1043 institutional investors have other thoughts. 24% of Tencent shares are owned by institutional investors, representing 38% of the float.   Yahoo FinanceInstitutional investors could be comforted by Tencent Holdings Ltd’s solid free cash flow of $17.5 billion and an FCF yield of 3.9%. This is impressive when compared with Sea Limited (SE), affectionately named the Tencent of Southeast Asia and “Baby Tencent” by some market players. Sea Ltd has an FCF of $209 million and an FCF yield of 0.4%. Why is this important? Well, Tencent is a proven “fund manager,” with numerous success cases including Tesla (TSLA), Sea Limited, Meituan (OTCPK:MPNGF)(OTCPK:MPNGY), and Pinduoduo. While the Chinese regulators have hiked their anti-monopoly stance, Tencent can continue aggressive acquisitions overseas. In late March, Zenvia (ZENV) announced a 10.2% stake (of its Class A shares) acquired by Tencent in an SEC filing.   Tencent vs. Sea Ltd Free Cash Flow Yield (YCharts)This Baby Tencent that received loads of love from growth investors brought ecstasy and then misery as SE stock outperformed Tencent for much of 2021, but subsequently gave up all the superior returns and more when reality trumped ambitions. Over the past year, TCEHY stock is down 41% while SE stock is down 56%, despite being up over 40% at one point.   TCEHY vs SE stock performance (YCharts)As tech stocks came under intense scrutiny this year, much attention has been placed on the hefty stock-based compensation [SBC]. This is not an issue for Tencent Holdings with its SBC scheme costing it only 3.9% of its annual revenue, higher than Amazon.com Inc. (AMZN) but lower than Alibaba Group and Meta Platforms Inc. (FB). Based on the percentage of annual assets, Tencent Holdings is the lowest among the four companies at a mere 1.3%. Meta Platforms, the parent of Facebook, topped the quad again with its SBC costing it 5.5% of its annual assets.   Stock based compensation (% of annual assets and % of annual revenues) - Tencent, Alibaba, Amazon, Meta Platforms (YCharts)Evaluating whether Tencent is a good stock to buy, sell, or hold, we need to look at both sides of the developments. Earlier in this article, I mentioned the Chinese economy is struggling with the country’s worst Covid-19 outbreak since 2020, inevitably dragging down TCEHY stock in the near term. However, Beijing is not sitting by. On Friday, China’s central bank announced that it will lower banks’ reserve requirement ratio that determines the amount of deposits banks have to set aside. The move would release 530 billion yuan ($83 billion) of liquidity to spur lending and help businesses. In my previous article titled Is Alibaba Stock A Buy Or Sell After $25 Billion Buyback Announcement? I pointed out that non-Chinese companies are increasingly targeted by foreign governments, even as the governments where the companies are based are themselves looking at ways to rein in the tech players. Today, it is Japan’s turn to flex its muscles, requesting Google (GOOGL)(GOOG), Meta Platforms, and others to register their overseas global headquarters in Japan. With the frequency of regulatory actions on international businesses rising, Chinese companies can take a breather. Investors may come to appreciate that not only Chinese companies are subjected to political headwinds and question why they are according to them a “China discount.” The push for Chinese alternatives provides Tencent offerings with a good shot at global monetization I recently watched a Chinese talk show helmed by prominent academia, Dean of the China Research Institute of Fudan University, Professor Zhang Weiwei, who together with guest speaker Professor Jin Canrong, discussed the Russia-Ukraine war. Professor Jin is the Deputy Dean, School of International Relations, and Deputy Director, Center for American Studies, of the Renmin University of China. During the question-and-answer section of the show, the duo emphasized the need for the Chinese population to be able to effectively challenge the narrative propagated by Western countries which has been facilitated by international platforms. Considering the message here and from other Chinese expert commentaries I came across, there seems to be a recognition that China needs its platforms to be adopted internationally. Why is this important for China? Take for instance Common Prosperity, which has been painted in a very bad picture as an example of Beijing determined to suck private companies dry. However, watching quality Chinese talk shows targeted at domestic audiences, it was made clear that China recognizes a simple wealth redistribution method is not the solution to Common Prosperity. The combined ‘wealth’ of all Chinese private enterprises today remains sorely insufficient. Hence, Beijing wants to support more entrepreneurship. At the same time though, it wants successful business owners to undertake more societal responsibilities, much like how American corporations are doing with their rich Corporate Social Responsibility [CSR] programs. There is a mantra summing up Beijing’s approach (my translation): “Let’s first create prosperity, then spread prosperity.” Did any Western media explain this phenomenon? ByteDance’s TikTok is China’s most successful international social media platform. However, Washington has recognized its popularity and the danger it poses - i.e., TikTok displacing Facebook as the global dominant social media platform would diminish the ability of the U.S. to control the Western narrative. Former President Trump's attempts to bring down TikTok must have highlighted to Beijing the importance of having more alternatives. Tencent has proven its execution prowess, creating hugely popular messaging apps WeChat and QQ. However, the bulk of its users are in China. I believe Beijing will come to support Tencent to push its super apps for adoption internationally. Foreign governments are increasingly wary of the dominance of American platforms like Facebook/WhatsApp, Twitter (TWTR), and Amazon. They could welcome Chinese alternatives to balance out the American equivalents, providing Tencent offerings with a good shot at global monetization. Even if this does not materialize, the compression of Tencent’s valuation multiples has made the stock attractive. With the suspension of new games approval lifted, it is a matter of time before we see Tencent’s titles getting approved. Every game title of Tencent being approved would be a share price upside driver for TCEHY. After a year of downdraft in TCEHY amid a multitude of bearish issues, it probably doesn’t take much for the market to be excited and once the positive momentum gets going, fear of missing out [FOMO] could quickly propel the stock higher. Bystanders regretting not getting on board the bargain boat could eventually give in and feed the momentum. Hence, summing up all the positive catalysts mentioned in this article, I rate Tencent a good stock to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088597324,"gmtCreate":1650360260836,"gmtModify":1676534704854,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Nc","listText":"Nc","text":"Nc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088597324","repostId":"1159339703","repostType":4,"repost":{"id":"1159339703","kind":"news","pubTimestamp":1650338536,"share":"https://ttm.financial/m/news/1159339703?lang=&edition=fundamental","pubTime":"2022-04-19 11:22","market":"us","language":"en","title":"Is Tesla Stock A Buy Or Sell Ahead Of Upcoming Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=1159339703","media":"Seeking Alpha","summary":"\" section below, I touch on TSLA's new production facilities in Berlin and Austin, which might have contributed to the increase in daily production rate for the first quarter of 2022.In a later section of this article, I touch on how TSLA's Q1 2022 key operating metrics give us an indication of how the company could have performed in the quarter.When Does Tesla Report Earnings?Tesla is reporting the company's earnings for the first quarter of 2022 on April 20, 2022 after trading hours, as per it","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla&#39;s Q1 2022 deliveries amounting to 310,048 units came in marginally below what the market was expecting.</li><li>I expect TSLA&#39;s first-quarter earnings to meet market expectations, but I am less certain about the company&#39;s FY 2021 financial outlook.</li><li>I view Tesla stock as a Hold ahead of upcoming earnings, considering both the company&#39;s full-year prospects and its valuations.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b0cb9c2d1a08ba46bbabbfd256c05c3\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"/><span>jetcityimage/iStock Editorial via Getty Images</span></p><p><b>Elevator Pitch</b></p><p>I have a Hold rating for Tesla, Inc.&#39;s (NASDAQ:TSLA) shares. I discussed about TSLA&#39;s above-expectations Q3 2021 deliveries in my earlier article published on October 15, 2021. In this current article, I look at how Tesla&#39;s Q1 2022 deliveries offer a preview of the company&#39;s upcoming quarterly earnings.</p><p>TSLA&#39;s first-quarter deliveries were only slightly below the market consensus&#39; estimates, and this supports my view that the company&#39;s upcoming Q1 2022 earnings will live up to the market&#39;s expectations. However, there is greater uncertainty over Tesla&#39;s full-year financial performance taking into account the current Shanghai lockdown and the potential drag of the new production facilities on its profitability. As such, I deem a Hold investment rating to be appropriate for TSLA&#39;s shares.</p><p><b>TSLA Stock Key Metrics</b></p><p>On April 2, 2022, TSLA issued a press release announcing the company&#39;s deliveries and production figures for Q1 2022.</p><p>Tesla&#39;s deliveries increased by +67.7% YoY and +0.5% QoQ to 310,048 units in the first quarter of this year. Specifically, deliveries for Model 3/Y grew +61.5% YoY to 295,324 units in Q1 2022, but declined marginally by -0.5% on a QoQ basis. The company&#39;s Model S/X deliveries expanded by +25.1% QoQ and +625.3% YoY to 14,724 units in the most recent quarter.</p><p>More significantly, TSLA&#39;s actual Q1 2022 deliveries fell slightly short of the sell-side&#39;s consensus forecast of312,000 units. I go into detail about the current lockdown in Shanghai, China which could have accounted for the deliveries miss in a subsequent section of the article titled &#34;What To Expect From Earnings&#34;.</p><p>On the positive side of things, Tesla&#39;s production numbers were roughly flat on a QoQ basis at 305,407 units in the first quarter of 2022 as compared to 305,840 units produced in the final quarter of the prior year. In fact, I estimate that TSLA&#39;s daily production rate improved by +2% QoQ in Q1 2022 vis-a-vis Q4 2021 (different numbers of days in two quarters). In the &#34;What Is Tesla&#39;s Forecast?&#34; section below, I touch on TSLA&#39;s new production facilities in Berlin and Austin, which might have contributed to the increase in daily production rate for the first quarter of 2022.</p><p>In a later section of this article, I touch on how TSLA&#39;s Q1 2022 key operating metrics give us an indication of how the company could have performed in the quarter.</p><p><b>When Does Tesla Report Earnings?</b></p><p>Tesla is reporting the company&#39;s earnings for the first quarter of 2022 on April 20, 2022 after trading hours, as per its media release dated April 2, 2022 which was referred to in the preceding section of this article.</p><p><b>What To Expect From Earnings?</b></p><p>The Wall Street&#39;s consensus financial estimates suggest that Tesla&#39;s revenue and non-GAAP normalized earnings per share will grow by +71% YoY and +144% YoY to$17.8 billion and $2.26, respectively in the first quarter.</p><p>Notably, there have been very marginal changes made to the Q1 2022 consensus numbers for TSLA in recent months, even after the disclosure of deliveries in early-April. Tesla&#39;s consensus Q1 top line and bottom line were raised by+0.6% and +0.9%, respectively in the past one months. In the last three months, TSLA&#39;s consensus first quarter revenue was revised upwards by +0.5%, while analysts increased the consensus Q1 EPS by +0.3%. This implies that the market has confidence in Tesla&#39;s ability to deliver the results in the first quarter of this year, and I think the analysts are right.</p><p>In terms of sales volume, Tesla is likely to have been negatively affected by the COVID-19 lockdown in Shanghai, China which began onMarch 28, 2022. But this should have a very limited impact on TSLA&#39;s Q1 revenue given that the lockdown only happened in the last week of March, and this is validated by the fact that the company&#39;s first-quarter deliveries only missed the consensus estimates marginally. But if the lockdown in Shanghai does not ease going forward, TSLA&#39;s operating and financial performance for Q2 2022 could also be adversely affected.</p><p>With respect to pricing, TSLA has sent a strong signal to investors that the company has the pricing power to pass on cost increases to its customers. An April 7, 2022<i>Seeking Alpha News</i> article mentioned that the company &#34;has raised the price of the Model 3 Long Range and Performance variants in the United States&#34; this month. In the news article, it is also highlighted that Tesla has previously raised prices in March as well. This should help to sustain TSLA&#39;s profitability at the gross margin level.</p><p>In a nutshell, I don&#39;t see any major surprises relating to Tesla&#39;s Q1 2022 earnings announcement on April 20, 2022, as I expect the company&#39;s financial performance in the first quarter to be in line with what Wall Street is forecasting.</p><p><b>Is TSLA Stock Overvalued Now?</b></p><p>It is natural to be concerned if TSLA&#39;s shares are overvalued now considering its good share price performance.</p><p><b>Tesla&#39;s Stock Price Performance For The Past One Year</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dad935ce8636d8fa3617a0ef7ce0f18d\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>TSLA&#39;s 2022 Year-to-date Share Price Performance</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22536e30336b72c2748f01484bf40f41\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>As per the charts presented above, Tesla&#39;s shares have outperformed the S&amp;P 500 for both the one-year and year-to-date time periods.</p><p>But I assess Tesla&#39;s stock to be fairly valued.</p><p>My target price for TSLA is $1,026 based on a forward fiscal 2025 Enterprise Value-to-Revenue multiple of 12 times applied to the company&#39;s consensus FY 2025 top line estimate of $144 billion, and discounted back to the present. My price target is only +4% above Tesla&#39;s last traded share price of $985 as of April 14, 2022, and this supports my view that TSLA is currently at a fair valuation.</p><p><b>What Is Tesla&#39;s Forecast?</b></p><p>It is more important to evaluate the expectations for Tesla&#39;s full-year 2022 results rather than just focusing on the upcoming quarter.</p><p>TSLA is expected to expand the company&#39;s top line and bottom line by +54% and +57% to $82.8 billion and $10.67 per share, respectively for FY 2022. I have a mixed view of whether Tesla can achieve these numbers.</p><p>There has been a slight easing of pandemic restrictions in Shanghai, evidenced by the fact that &#34;some residents of Shanghai were allowed out of their houses and apartments following a two-week shutdown&#34;, according to a recent <i>Seeking Alpha News</i> article published on April 13, 2022. But as long as China sticks to its &#34;COVID-zero&#34; policy, there is always a risk that there could be tightening of COVID-19 restrictions or new lockdowns in Shanghai going forward assuming another spike in pandemic cases somewhere down the road. In other words, this poses downside risks to Tesla&#39;s full-year 2022 deliveries and revenue.</p><p>Separately, new production facilities in Berlin and Austin should be positive for Tesla in terms of increasing the company&#39;s production capacity to meet future demand. According to an April 8, 2022 sell-side report (not publicly available) published by <i>Wedbush</i> titled &#34;Giga Austin Rodeo Takeaways&#34;, Tesla is estimated to &#34;have the run rate capacity for overall ~2 million units annually (by end-2022) from roughly 1 million today&#34; thanks to the Austin and Berlin factories. But it is also inevitable that Tesla&#39;s profit margins will be hurt in the short-term, as the production facilities in Berlin and Austin will naturally be unable to run at their optimal capacities in the early stages of production ramp-up.</p><p>In summary, there are downside risks to TSLA&#39;s revenue and earnings which should warrant attention. It is necessary to watch the China/Shanghai COVID-19 situation and the progress of the Austin and Berlin factories closely to determine if Tesla can deliver a good financial performance for full-year 2022.</p><p>A wildcard for Tesla&#39;s future outlook is Elon Musk&#39;sproposed buyout of Twitter (TWTR). Assuming Elon Musk&#39;s acquisition of TWTR is successful, he could potentially leverage on the Twitter platform to build a stronger community of Tesla buyers and owners. However, as it stands now, Twitter&#39;s board does not seem receptive to the buyout offer, so the deal might not go through.</p><p><b>Is TSLA Stock A Buy, Sell, or Hold?</b></p><p>Tesla stock remains a Hold. I see TSLA&#39;s delivering in-line earnings Q1 2022, implying that there won&#39;t be a substantial beat or miss for the quarter. Also, Tesla&#39;s valuations are deemed to be fair according to my price target; and I have a mixed view of Tesla&#39;s outlook for full-year 2022.</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>Is Tesla Stock A Buy Or Sell Ahead Of Upcoming Earnings?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla Stock A Buy Or Sell Ahead Of Upcoming Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501597-tesla-stock-buy-sell-upcoming-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's Q1 2022 deliveries amounting to 310,048 units came in marginally below what the market was expecting.I expect TSLA's first-quarter earnings to meet market expectations, but I am less ...</p>\n\n<a href=\"https://seekingalpha.com/article/4501597-tesla-stock-buy-sell-upcoming-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4501597-tesla-stock-buy-sell-upcoming-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159339703","content_text":"SummaryTesla's Q1 2022 deliveries amounting to 310,048 units came in marginally below what the market was expecting.I expect TSLA's first-quarter earnings to meet market expectations, but I am less certain about the company's FY 2021 financial outlook.I view Tesla stock as a Hold ahead of upcoming earnings, considering both the company's full-year prospects and its valuations.jetcityimage/iStock Editorial via Getty ImagesElevator PitchI have a Hold rating for Tesla, Inc.'s (NASDAQ:TSLA) shares. I discussed about TSLA's above-expectations Q3 2021 deliveries in my earlier article published on October 15, 2021. In this current article, I look at how Tesla's Q1 2022 deliveries offer a preview of the company's upcoming quarterly earnings.TSLA's first-quarter deliveries were only slightly below the market consensus' estimates, and this supports my view that the company's upcoming Q1 2022 earnings will live up to the market's expectations. However, there is greater uncertainty over Tesla's full-year financial performance taking into account the current Shanghai lockdown and the potential drag of the new production facilities on its profitability. As such, I deem a Hold investment rating to be appropriate for TSLA's shares.TSLA Stock Key MetricsOn April 2, 2022, TSLA issued a press release announcing the company's deliveries and production figures for Q1 2022.Tesla's deliveries increased by +67.7% YoY and +0.5% QoQ to 310,048 units in the first quarter of this year. Specifically, deliveries for Model 3/Y grew +61.5% YoY to 295,324 units in Q1 2022, but declined marginally by -0.5% on a QoQ basis. The company's Model S/X deliveries expanded by +25.1% QoQ and +625.3% YoY to 14,724 units in the most recent quarter.More significantly, TSLA's actual Q1 2022 deliveries fell slightly short of the sell-side's consensus forecast of312,000 units. I go into detail about the current lockdown in Shanghai, China which could have accounted for the deliveries miss in a subsequent section of the article titled \"What To Expect From Earnings\".On the positive side of things, Tesla's production numbers were roughly flat on a QoQ basis at 305,407 units in the first quarter of 2022 as compared to 305,840 units produced in the final quarter of the prior year. In fact, I estimate that TSLA's daily production rate improved by +2% QoQ in Q1 2022 vis-a-vis Q4 2021 (different numbers of days in two quarters). In the \"What Is Tesla's Forecast?\" section below, I touch on TSLA's new production facilities in Berlin and Austin, which might have contributed to the increase in daily production rate for the first quarter of 2022.In a later section of this article, I touch on how TSLA's Q1 2022 key operating metrics give us an indication of how the company could have performed in the quarter.When Does Tesla Report Earnings?Tesla is reporting the company's earnings for the first quarter of 2022 on April 20, 2022 after trading hours, as per its media release dated April 2, 2022 which was referred to in the preceding section of this article.What To Expect From Earnings?The Wall Street's consensus financial estimates suggest that Tesla's revenue and non-GAAP normalized earnings per share will grow by +71% YoY and +144% YoY to$17.8 billion and $2.26, respectively in the first quarter.Notably, there have been very marginal changes made to the Q1 2022 consensus numbers for TSLA in recent months, even after the disclosure of deliveries in early-April. Tesla's consensus Q1 top line and bottom line were raised by+0.6% and +0.9%, respectively in the past one months. In the last three months, TSLA's consensus first quarter revenue was revised upwards by +0.5%, while analysts increased the consensus Q1 EPS by +0.3%. This implies that the market has confidence in Tesla's ability to deliver the results in the first quarter of this year, and I think the analysts are right.In terms of sales volume, Tesla is likely to have been negatively affected by the COVID-19 lockdown in Shanghai, China which began onMarch 28, 2022. But this should have a very limited impact on TSLA's Q1 revenue given that the lockdown only happened in the last week of March, and this is validated by the fact that the company's first-quarter deliveries only missed the consensus estimates marginally. But if the lockdown in Shanghai does not ease going forward, TSLA's operating and financial performance for Q2 2022 could also be adversely affected.With respect to pricing, TSLA has sent a strong signal to investors that the company has the pricing power to pass on cost increases to its customers. An April 7, 2022Seeking Alpha News article mentioned that the company \"has raised the price of the Model 3 Long Range and Performance variants in the United States\" this month. In the news article, it is also highlighted that Tesla has previously raised prices in March as well. This should help to sustain TSLA's profitability at the gross margin level.In a nutshell, I don't see any major surprises relating to Tesla's Q1 2022 earnings announcement on April 20, 2022, as I expect the company's financial performance in the first quarter to be in line with what Wall Street is forecasting.Is TSLA Stock Overvalued Now?It is natural to be concerned if TSLA's shares are overvalued now considering its good share price performance.Tesla's Stock Price Performance For The Past One YearSeeking AlphaTSLA's 2022 Year-to-date Share Price PerformanceSeeking AlphaAs per the charts presented above, Tesla's shares have outperformed the S&P 500 for both the one-year and year-to-date time periods.But I assess Tesla's stock to be fairly valued.My target price for TSLA is $1,026 based on a forward fiscal 2025 Enterprise Value-to-Revenue multiple of 12 times applied to the company's consensus FY 2025 top line estimate of $144 billion, and discounted back to the present. My price target is only +4% above Tesla's last traded share price of $985 as of April 14, 2022, and this supports my view that TSLA is currently at a fair valuation.What Is Tesla's Forecast?It is more important to evaluate the expectations for Tesla's full-year 2022 results rather than just focusing on the upcoming quarter.TSLA is expected to expand the company's top line and bottom line by +54% and +57% to $82.8 billion and $10.67 per share, respectively for FY 2022. I have a mixed view of whether Tesla can achieve these numbers.There has been a slight easing of pandemic restrictions in Shanghai, evidenced by the fact that \"some residents of Shanghai were allowed out of their houses and apartments following a two-week shutdown\", according to a recent Seeking Alpha News article published on April 13, 2022. But as long as China sticks to its \"COVID-zero\" policy, there is always a risk that there could be tightening of COVID-19 restrictions or new lockdowns in Shanghai going forward assuming another spike in pandemic cases somewhere down the road. In other words, this poses downside risks to Tesla's full-year 2022 deliveries and revenue.Separately, new production facilities in Berlin and Austin should be positive for Tesla in terms of increasing the company's production capacity to meet future demand. According to an April 8, 2022 sell-side report (not publicly available) published by Wedbush titled \"Giga Austin Rodeo Takeaways\", Tesla is estimated to \"have the run rate capacity for overall ~2 million units annually (by end-2022) from roughly 1 million today\" thanks to the Austin and Berlin factories. But it is also inevitable that Tesla's profit margins will be hurt in the short-term, as the production facilities in Berlin and Austin will naturally be unable to run at their optimal capacities in the early stages of production ramp-up.In summary, there are downside risks to TSLA's revenue and earnings which should warrant attention. It is necessary to watch the China/Shanghai COVID-19 situation and the progress of the Austin and Berlin factories closely to determine if Tesla can deliver a good financial performance for full-year 2022.A wildcard for Tesla's future outlook is Elon Musk'sproposed buyout of Twitter (TWTR). Assuming Elon Musk's acquisition of TWTR is successful, he could potentially leverage on the Twitter platform to build a stronger community of Tesla buyers and owners. However, as it stands now, Twitter's board does not seem receptive to the buyout offer, so the deal might not go through.Is TSLA Stock A Buy, Sell, or Hold?Tesla stock remains a Hold. I see TSLA's delivering in-line earnings Q1 2022, implying that there won't be a substantial beat or miss for the quarter. Also, Tesla's valuations are deemed to be fair according to my price target; and I have a mixed view of Tesla's outlook for full-year 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088896017,"gmtCreate":1650328726571,"gmtModify":1676534697096,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"rip","listText":"rip","text":"rip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088896017","repostId":"1147044029","repostType":4,"repost":{"id":"1147044029","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":1650269071,"share":"https://ttm.financial/m/news/1147044029?lang=&edition=fundamental","pubTime":"2022-04-18 16:04","market":"us","language":"en","title":"DIDI Tumbled Over 22% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1147044029","media":"Tiger Newspress","summary":"DIDI tumbled over 22% in premarket trading.Didi Global Inc(DIDI.N)will hold an extraordinary general","content":"<html><head></head><body><p>DIDI tumbled over 22% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/771815157db6f89f5c5823d44e0878fa\" tg-width=\"764\" tg-height=\"568\" width=\"100%\" height=\"auto\"/></p><p>Didi Global Inc(DIDI.N)will hold an extraordinary general meeting (EGM) on May 23 to vote on its delisting plans in the United States, the Chinese ride-hailing giant said in a statement on Saturday.</p><p>The company also said it will not apply to list its shares on any other stock exchange before the delisting of its American Depositary Shares from the New York Stock Exchange (NYSE) was complete.</p><p>It added that it will continue to explore appropriate measures that include exploring a potential listing on another internationally recognized exchange, it 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>DIDI Tumbled Over 22% in Premarket Trading</title>\n<style 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}\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\">\nDIDI Tumbled Over 22% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-18 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>DIDI tumbled over 22% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/771815157db6f89f5c5823d44e0878fa\" tg-width=\"764\" tg-height=\"568\" width=\"100%\" height=\"auto\"/></p><p>Didi Global Inc(DIDI.N)will hold an extraordinary general meeting (EGM) on May 23 to vote on its delisting plans in the United States, the Chinese ride-hailing giant said in a statement on Saturday.</p><p>The company also said it will not apply to list its shares on any other stock exchange before the delisting of its American Depositary Shares from the New York Stock Exchange (NYSE) was complete.</p><p>It added that it will continue to explore appropriate measures that include exploring a potential listing on another internationally recognized exchange, it said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147044029","content_text":"DIDI tumbled over 22% in premarket trading.Didi Global Inc(DIDI.N)will hold an extraordinary general meeting (EGM) on May 23 to vote on its delisting plans in the United States, the Chinese ride-hailing giant said in a statement on Saturday.The company also said it will not apply to list its shares on any other stock exchange before the delisting of its American Depositary Shares from the New York Stock Exchange (NYSE) was complete.It added that it will continue to explore appropriate measures that include exploring a potential listing on another internationally recognized exchange, it said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9058815664,"gmtCreate":1654820931958,"gmtModify":1676535516398,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Rip","listText":"Rip","text":"Rip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058815664","repostId":"1119734148","repostType":4,"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031065218,"gmtCreate":1646390557058,"gmtModify":1676534124941,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"fart","listText":"fart","text":"fart","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031065218","repostId":"1172839773","repostType":4,"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031065676,"gmtCreate":1646390434825,"gmtModify":1676534124934,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"nnai","listText":"nnai","text":"nnai","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031065676","repostId":"1119517852","repostType":4,"repost":{"id":"1119517852","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":1646385907,"share":"https://ttm.financial/m/news/1119517852?lang=&edition=fundamental","pubTime":"2022-03-04 17:25","market":"us","language":"en","title":"U.S. Stock Index Futures Fell Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1119517852","media":"Tiger Newspress","summary":"U.S. stock index futures fell again, and the three major stock index futures once fell by more than ","content":"<html><head></head><body><p>U.S. stock index futures fell again, and the three major stock index futures once fell by more than 1%.</p><p><img src=\"https://static.tigerbbs.com/208202d9bf4627071820e7b7978f30f7\" tg-width=\"412\" tg-height=\"184\" 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. Stock Index Futures Fell Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stock Index Futures Fell Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-04 17:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures fell again, and the three major stock index futures once fell by more than 1%.</p><p><img src=\"https://static.tigerbbs.com/208202d9bf4627071820e7b7978f30f7\" tg-width=\"412\" tg-height=\"184\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119517852","content_text":"U.S. stock index futures fell again, and the three major stock index futures once fell by more than 1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058814574,"gmtCreate":1654821001898,"gmtModify":1676535516368,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Lo","listText":"Lo","text":"Lo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058814574","repostId":"2242366450","repostType":4,"repost":{"id":"2242366450","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654817932,"share":"https://ttm.financial/m/news/2242366450?lang=&edition=fundamental","pubTime":"2022-06-10 07:38","market":"us","language":"en","title":"NHTSA Upgrades Probe of Tesla Autopilot in Crashes","url":"https://stock-news.laohu8.com/highlight/detail?id=2242366450","media":"Dow Jones","summary":"The National Highway Traffic Safety Administration has upgraded its probe of a series of crashes inv","content":"<html><head></head><body><p>The National Highway Traffic Safety Administration has upgraded its probe of a series of crashes involving Tesla Autopilot, bringing the auto maker <a href=\"https://laohu8.com/S/AONE.U\">one</a> step closer to a possible recall.</p><p>The NHTSA said Thursday that its investigation of Tesla Autopilot had been moved to &#34;Engineering Analysis,&#34; according to a post on the agency&#39;s website. That is the final stage of an investigation. The NHTSA typically tries to decide within a year if there should be a recall or if it should close the investigation, according to an NHTSA brochure.</p><p>The NHTSA said it would evaluate additional data sets, look at vehicle performance and explore &#34;the degree to which Autopilot and associated Tesla systems may exacerbate human factors or behavioral safety risks by undermining the effectiveness of the driver&#39;s supervision.&#34;</p><p>The investigation covers 830,000 Tesla vehicles made from 2014 and includes Model Y, Model X, Model S, Model 3, according to a filing.</p><p>The investigation is the latest sign that U.S. auto-safety regulators are more aggressively scrutinizing advanced vehicle technologies that automate some or all of the driving tasks, The Wall Street Journal reported. The NHTSA, part of the Transportation Department, aims to reduce deaths and injuries and economic costs due to motor vehicle crashes.</p><p>Tesla (ticker: TSLA) didn&#39;t immediately respond to messages for comment. Tesla shares closed Thursday down less than 1%, to $719.12. In aftermarket trading, the stock was up 47 cents, to $719.59.</p><p>Autopilot is Tesla&#39;s driver assistance feature. It helps drivers with steering, with lane changes, and with parking, and it automatically slows cars when approaching a stop sign or streetlight. Tesla, on its website, instructs drivers that it is their responsibility to stay alert, to keep their hands on the steering wheel at all times, and to maintain control of their car.</p><p>In August 2021, the NHTSA began investigating Tesla after the cars, where Autopilot was engaged, struck stationary first responder vehicles tending to collision scenes, according to the filing. Eleven crashes that occurred between January 2018 and July 2021 formed the crash pattern that served as the basis for the opening the probe, the agency said. It then found another six crashes but ended up removing one, because the struck vehicle was parked out of traffic and its lights weren&#39;t illuminated.</p><p>In a majority of the 16 crashes, the Teslas issued forward collision warnings immediately before impact, while automatic emergency braking intervened in about half. In 11 cases, drivers didn&#39;t take evasive action between two to five seconds before impact even though their hands were on the steering wheel, the agency said.</p><p>The NHTSA said it had identified 15 injuries and one fatality because of the crashes.</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>NHTSA Upgrades Probe of Tesla Autopilot in Crashes</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\">\nNHTSA Upgrades Probe of Tesla Autopilot in Crashes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-10 07:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The National Highway Traffic Safety Administration has upgraded its probe of a series of crashes involving Tesla Autopilot, bringing the auto maker <a href=\"https://laohu8.com/S/AONE.U\">one</a> step closer to a possible recall.</p><p>The NHTSA said Thursday that its investigation of Tesla Autopilot had been moved to &#34;Engineering Analysis,&#34; according to a post on the agency&#39;s website. That is the final stage of an investigation. The NHTSA typically tries to decide within a year if there should be a recall or if it should close the investigation, according to an NHTSA brochure.</p><p>The NHTSA said it would evaluate additional data sets, look at vehicle performance and explore &#34;the degree to which Autopilot and associated Tesla systems may exacerbate human factors or behavioral safety risks by undermining the effectiveness of the driver&#39;s supervision.&#34;</p><p>The investigation covers 830,000 Tesla vehicles made from 2014 and includes Model Y, Model X, Model S, Model 3, according to a filing.</p><p>The investigation is the latest sign that U.S. auto-safety regulators are more aggressively scrutinizing advanced vehicle technologies that automate some or all of the driving tasks, The Wall Street Journal reported. The NHTSA, part of the Transportation Department, aims to reduce deaths and injuries and economic costs due to motor vehicle crashes.</p><p>Tesla (ticker: TSLA) didn&#39;t immediately respond to messages for comment. Tesla shares closed Thursday down less than 1%, to $719.12. In aftermarket trading, the stock was up 47 cents, to $719.59.</p><p>Autopilot is Tesla&#39;s driver assistance feature. It helps drivers with steering, with lane changes, and with parking, and it automatically slows cars when approaching a stop sign or streetlight. Tesla, on its website, instructs drivers that it is their responsibility to stay alert, to keep their hands on the steering wheel at all times, and to maintain control of their car.</p><p>In August 2021, the NHTSA began investigating Tesla after the cars, where Autopilot was engaged, struck stationary first responder vehicles tending to collision scenes, according to the filing. Eleven crashes that occurred between January 2018 and July 2021 formed the crash pattern that served as the basis for the opening the probe, the agency said. It then found another six crashes but ended up removing one, because the struck vehicle was parked out of traffic and its lights weren&#39;t illuminated.</p><p>In a majority of the 16 crashes, the Teslas issued forward collision warnings immediately before impact, while automatic emergency braking intervened in about half. In 11 cases, drivers didn&#39;t take evasive action between two to five seconds before impact even though their hands were on the steering wheel, the agency said.</p><p>The NHTSA said it had identified 15 injuries and one fatality because of the crashes.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4511":"特斯拉概念","BK4574":"无人驾驶"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242366450","content_text":"The National Highway Traffic Safety Administration has upgraded its probe of a series of crashes involving Tesla Autopilot, bringing the auto maker one step closer to a possible recall.The NHTSA said Thursday that its investigation of Tesla Autopilot had been moved to \"Engineering Analysis,\" according to a post on the agency's website. That is the final stage of an investigation. The NHTSA typically tries to decide within a year if there should be a recall or if it should close the investigation, according to an NHTSA brochure.The NHTSA said it would evaluate additional data sets, look at vehicle performance and explore \"the degree to which Autopilot and associated Tesla systems may exacerbate human factors or behavioral safety risks by undermining the effectiveness of the driver's supervision.\"The investigation covers 830,000 Tesla vehicles made from 2014 and includes Model Y, Model X, Model S, Model 3, according to a filing.The investigation is the latest sign that U.S. auto-safety regulators are more aggressively scrutinizing advanced vehicle technologies that automate some or all of the driving tasks, The Wall Street Journal reported. The NHTSA, part of the Transportation Department, aims to reduce deaths and injuries and economic costs due to motor vehicle crashes.Tesla (ticker: TSLA) didn't immediately respond to messages for comment. Tesla shares closed Thursday down less than 1%, to $719.12. In aftermarket trading, the stock was up 47 cents, to $719.59.Autopilot is Tesla's driver assistance feature. It helps drivers with steering, with lane changes, and with parking, and it automatically slows cars when approaching a stop sign or streetlight. Tesla, on its website, instructs drivers that it is their responsibility to stay alert, to keep their hands on the steering wheel at all times, and to maintain control of their car.In August 2021, the NHTSA began investigating Tesla after the cars, where Autopilot was engaged, struck stationary first responder vehicles tending to collision scenes, according to the filing. Eleven crashes that occurred between January 2018 and July 2021 formed the crash pattern that served as the basis for the opening the probe, the agency said. It then found another six crashes but ended up removing one, because the struck vehicle was parked out of traffic and its lights weren't illuminated.In a majority of the 16 crashes, the Teslas issued forward collision warnings immediately before impact, while automatic emergency braking intervened in about half. In 11 cases, drivers didn't take evasive action between two to five seconds before impact even though their hands were on the steering wheel, the agency said.The NHTSA said it had identified 15 injuries and one fatality because of the crashes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038449780,"gmtCreate":1646901097771,"gmtModify":1676534175051,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"oogaboiga","listText":"oogaboiga","text":"oogaboiga","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038449780","repostId":"2218236121","repostType":4,"repost":{"id":"2218236121","kind":"news","pubTimestamp":1646881224,"share":"https://ttm.financial/m/news/2218236121?lang=&edition=fundamental","pubTime":"2022-03-10 11:00","market":"us","language":"en","title":"Palantir Surged 5% on Wednesday as Piper Sandler Said Ukraine War Could Accelerate Adoption","url":"https://stock-news.laohu8.com/highlight/detail?id=2218236121","media":"seekingalpha","summary":"Palantir Technologies (NYSE:PLTR) surged on Wednesday, as Piper Sandler started coverage on the data","content":"<html><head></head><body><p>Palantir Technologies (NYSE:PLTR) surged on Wednesday, as Piper Sandler started coverage on the data analytics software provider, noting the Russian invasion of Ukraine could accelerate adoption.</p><p>Analyst Weston Twigg, who started coverage with an overweight rating and a $15 price target, implying some 30% upside from current levels, noted that Palantir (PLTR) brings software, artificial intelligence and data into a &#34;powerful&#34; solution to help organizations make decisions to centrally track things like people, parts and information, while identifying patterns and creating frameworks to assess impact of certain decisions.</p><p>&#34;We believe this type of technology will increasingly become standard among large organizations,&#34; Twigg wrote in a note to clients, while adding that the &#34;Ukraine war could be an accelerator of adoption among U.S. and international government customers.&#34;</p><p>Palantir (PLTR) shares were up more than 5.5% to $11.65.</p><p>In addition, Twigg also noted that Palantir (PLTR) expects 30% compound annual growth rate in revenue through 2025, a goal that is achievable, considering it saw 41% growth in 2021, added more than 150 salespeople in 2021 and continued to see &#34;rapid commercial growth.&#34;</p><p>The analyst also noted that Palantir (PLTR) is focusing on an &#34;aggressive&#34; global expansion, looking outside the U.S. to grow its sales force and customers, as it saw a 417% rise year-over-year in international commercial customers last year.</p><p>Earlier this week, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> upgraded Palantir (PLTR) as the investment firm said the company&#39;s fundamentals were getting better, citing better visibility on when U.S. federal contracts will get executed and when commercial investments will yield benefits.</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 Surged 5% on Wednesday as Piper Sandler Said Ukraine War Could Accelerate Adoption</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 Surged 5% on Wednesday as Piper Sandler Said Ukraine War Could Accelerate Adoption\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-10 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3811289-palantir-jumps-7-as-piper-sandler-says-ukraine-war-could-accelerate-adoption><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (NYSE:PLTR) surged on Wednesday, as Piper Sandler started coverage on the data analytics software provider, noting the Russian invasion of Ukraine could accelerate adoption....</p>\n\n<a href=\"https://seekingalpha.com/news/3811289-palantir-jumps-7-as-piper-sandler-says-ukraine-war-could-accelerate-adoption\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4127":"投资银行业与经纪业","BK4543":"AI","BK4534":"瑞士信贷持仓","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc.","BK4581":"高盛持仓","BK4023":"应用软件"},"source_url":"https://seekingalpha.com/news/3811289-palantir-jumps-7-as-piper-sandler-says-ukraine-war-could-accelerate-adoption","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2218236121","content_text":"Palantir Technologies (NYSE:PLTR) surged on Wednesday, as Piper Sandler started coverage on the data analytics software provider, noting the Russian invasion of Ukraine could accelerate adoption.Analyst Weston Twigg, who started coverage with an overweight rating and a $15 price target, implying some 30% upside from current levels, noted that Palantir (PLTR) brings software, artificial intelligence and data into a \"powerful\" solution to help organizations make decisions to centrally track things like people, parts and information, while identifying patterns and creating frameworks to assess impact of certain decisions.\"We believe this type of technology will increasingly become standard among large organizations,\" Twigg wrote in a note to clients, while adding that the \"Ukraine war could be an accelerator of adoption among U.S. and international government customers.\"Palantir (PLTR) shares were up more than 5.5% to $11.65.In addition, Twigg also noted that Palantir (PLTR) expects 30% compound annual growth rate in revenue through 2025, a goal that is achievable, considering it saw 41% growth in 2021, added more than 150 salespeople in 2021 and continued to see \"rapid commercial growth.\"The analyst also noted that Palantir (PLTR) is focusing on an \"aggressive\" global expansion, looking outside the U.S. to grow its sales force and customers, as it saw a 417% rise year-over-year in international commercial customers last year.Earlier this week, Morgan Stanley upgraded Palantir (PLTR) as the investment firm said the company's fundamentals were getting better, citing better visibility on when U.S. federal contracts will get executed and when commercial investments will yield benefits.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031170526,"gmtCreate":1646487639440,"gmtModify":1676534134215,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031170526","repostId":"1119931980","repostType":4,"repost":{"id":"1119931980","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":1646405298,"share":"https://ttm.financial/m/news/1119931980?lang=&edition=fundamental","pubTime":"2022-03-04 22:48","market":"us","language":"en","title":"Semiconductor Stocks Dropped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1119931980","media":"Tiger Newspress","summary":"Semiconductor stocks dropped in morning trading. Nvidia, TSMC, ASML, AMD, Micron, Lam Research and S","content":"<html><head></head><body><p>Semiconductor stocks dropped in morning trading. Nvidia, TSMC, ASML, AMD, Micron, Lam Research and STMicroelectronics fell between 1% and 7%.While Marvell and Broadcom rose on earnings.</p><p><img src=\"https://static.tigerbbs.com/d8b0494512dd3cc2cbb412228b82c20e\" tg-width=\"420\" tg-height=\"716\" 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>Semiconductor Stocks Dropped in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Stocks Dropped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-04 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks dropped in morning trading. Nvidia, TSMC, ASML, AMD, Micron, Lam Research and STMicroelectronics fell between 1% and 7%.While Marvell and Broadcom rose on earnings.</p><p><img src=\"https://static.tigerbbs.com/d8b0494512dd3cc2cbb412228b82c20e\" tg-width=\"420\" tg-height=\"716\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRVL":"迈威尔科技","MU":"美光科技","TSM":"台积电","NVDA":"英伟达","ASML":"阿斯麦","STM":"意法半导体","AVGO":"博通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119931980","content_text":"Semiconductor stocks dropped in morning trading. Nvidia, TSMC, ASML, AMD, Micron, Lam Research and STMicroelectronics fell between 1% and 7%.While Marvell and Broadcom rose on earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041117158,"gmtCreate":1656027293474,"gmtModify":1676535751916,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"give me one","listText":"give me one","text":"give me one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041117158","repostId":"1165697120","repostType":4,"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027384235,"gmtCreate":1653971334728,"gmtModify":1676535372003,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"&nbsp;Nice","listText":"&nbsp;Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027384235","repostId":"2238520329","repostType":4,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027385537,"gmtCreate":1653971282829,"gmtModify":1676535371962,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027385537","repostId":"2238520329","repostType":4,"repost":{"id":"2238520329","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653912407,"share":"https://ttm.financial/m/news/2238520329?lang=&edition=fundamental","pubTime":"2022-05-30 20:06","market":"us","language":"en","title":"Web3 Was Supposed to Save the Internet. It Has a Long Way to Go","url":"https://stock-news.laohu8.com/highlight/detail?id=2238520329","media":"Dow Jones","summary":"Early this year when anything still seemed possible for technology companies, futurists and venture ","content":"<html><head></head><body><p>Early this year when anything still seemed possible for technology companies, futurists and venture capitalists were enthralled with the idea of building a new internet. Web3, as it became known, was poised to recapture the 1990s promise of a decentralized internet, free from gatekeepers and trillion-dollar platforms.</p><p>Cryptocurrencies had the starring role in the Web3 dream. Crypto, in theory, could wrest control from giants like <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (ticker: FB), Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, and Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>. It would shift our online activities to blockchains -- handling everything from payments and trading to videogaming, social media, even real estate. It could also shift the economics to users, giving them financial incentives to govern and secure the networks.</p><p>A record $25 billion was plowed into crypto start-ups last year, with another $30 billion on track for this year, according to Bank of America. Even the recent downturn in crypto doesn&#39;t seem to have chilled new investment. This past week, venture-capital firm a16z announced a new crypto fund totaling $4.5 billion.</p><p>&#34;We think we are now entering the golden era of web3,&#34; a16z partner Chris Dixon wrote in announcing the investment.</p><p>And yet Web3 remains a heavy lift -- it&#39;s full of contradictions, glitchy technology, regulatory uncertainty, and competing economic interests. There&#39;s debate over who will &#34;own&#34; it -- companies backed by Silicon Valley venture capital, or the users themselves. And the crypto markets&#39; downturn -- wiping out more than $1 trillion in value for tokens this year -- makes a blockchain-based web even harder to fathom.</p><p>In the near term, Web3 may be a casualty of a tech backlash that has sent the Nasdaq Composite index down more than 25% this year. Crypto-related stocks have tanked, including Coinbase Global <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a> and Microstrategy <a href=\"https://laohu8.com/S/MSTR\">$(MSTR)$</a>, and payment apps <a href=\"https://laohu8.com/S/SQ\">Block</a> (SQ) and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings (PYPL). Among crypto start-ups, investment is harder to come by, and valuations are falling. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> forecasts that failure rates will rise.</p><p>Crypto fans talking up Web3 as a revolution face pushback from critics who see it as a marketing gimmick. In the end, Web3 is likely to fall somewhere in between.</p><p>&#34;We may have to go through <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two hype cycles before the most important elements of the technology break through,&#34; says Gavin Wood, a co-founder of the Ethereum blockchain and head of another blockchain enterprise called Polkadot. As he sees it, Web3 today is where the internet was in 1998 -- early in its adoption but with vast potential and boom-bust cycles ahead.</p><p>&#34;Web3 is the next generation of the internet with capabilities that go well beyond what we have today,&#34; says Mark Palmer, a digital-asset analyst at brokerage BTIG. &#34;But the citizenry is not rising up to overthrow Web2.&#34;</p><p>Understanding Web3 requires a dip in the hot-tub time machine. Web1, the first generation from the 1990s, was based on static pages and directories that served as the first internet indexes. Web1&#39;s dial-up services, browsers, and banner ads evolved into the more modern internet, which came to be known as Web2. Companies like Amazon, Meta, Alphabet, Apple, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> now oversee the core of our web experiences. Walled gardens like Instagram, YouTube, and Apple&#39;s App Store prevail. Digital assets like videogame avatars and social-media followings sit on platforms owned by the giants.</p><p>In some ways, Web3 aims to turn back the clock, cutting out the intermediaries and dispersing apps, services, and digital assets on decentralized networks like Ethereum and other blockchains. Today, those networks are primarily used for trading and lending crypto assets, including new varieties like nonfungible tokens, or NFTs, and stablecoins, which are designed to maintain a fixed value.</p><p>But all sorts of other financial products and services could live on blockchains, potentially reducing the economic friction now associated with cross-border payments and transaction fees for goods and services. &#34;Blockchains have the potential to clear and settle transactions in a much more efficient way than traditional technology,&#34; says Sarah Hammer, an adjunct professor at the University of Pennsylvania Law School who specializes in crypto.</p><p>One example of Web3 already in practice is Filecoin, a crypto-powered storage network. Rather than storing files on cloud-based servers -- where they are ultimately controlled by a handful of big-tech operators -- they can be distributed and encrypted on personal hard drives with spare capacity. Testimonies of Holocaust and other genocide survivors are being preserved through Filecoin.</p><p>&#34;It&#39;s like Airbnb for file storage,&#34; says Marta Belcher, president and chair of the Filecoin Foundation. &#34;If you have extra space on your hard drive, you can rent it out. We think of it as the foundation for the next generation of the internet.&#34;</p><p>Filecoin may just scratch the surface of decentralized technologies. Projects like Helium aim to challenge telecom networks by distributing long-range Wi-Fi hot spots to individuals, giving financial incentives and payments for data traffic in tokens. NFTs allow for property rights, licensing agreements, and royalties to be traced and tracked. That opens up avenues for NFTs to become conduits for things like mortgages, car ownership titles, diplomas, and concert tickets. &#34;There&#39;s an infinite number of things you can do with a computer, and that&#39;s equivalent to what you can do with an NFT,&#34; says Gui Karyo, chief information officer of Dapper Labs, a leading NFT company.</p><p>Ideally, Web3 advocates say, the technology will lay the foundations for a more egalitarian web where the &#34;rents&#34; now charged by intermediaries will be more widely distributed. &#34;We should be moving to an internet where your digital property rights are genuine -- you&#39;re not a serf on Jack Dorsey&#39;s or Mark Zuckerberg&#39;s plantation; you own your homestead,&#34; says Nic Carter, a venture-capital investor in Web3 start-ups at Castle Island Ventures.</p><p>Silicon Valley&#39;s biggest and most successful venture-capital firms are investing heavily. &#34;Programmable blockchains are sufficiently advanced, and a diverse range of apps have reached tens of millions of users,&#34; a16z&#39;s Dixon said in a post this past week. Tokens also give users &#34;property rights: the ability to own a piece of the internet,&#34; he said in an previous post on Web3.</p><p>Web3 overlaps with the metaverse, another of tech&#39;s hottest topics before the recent selloff. The metaverse foresees a new internet based on virtual realities, online avatars, and new ways for people to socialize and work.</p><p>Facebook rebranded itself as Meta Platforms, betting that its Instagram, Facebook, and WhatsApp could become Web2 relics without help from blockchains, cryptos, and NFTs, which could grant consumers more control of their digital lives. Meta is now working on incorporating NFTs into Instagram. The currencies of digital worlds, whether for gaming, social, or e-commerce, are likely to be stablecoins -- digital tokens aimed at holding a peg to a dollar.</p><p>Yet Facebook&#39;s move is a reminder that the Web2 giants aren&#39;t sitting still. In the end, Web3 is unlikely to displace them. Indeed, there&#39;s good reason to think Web3 won&#39;t be all that decentralized. For one, it&#39;s being funded by many of the same entities that built Web2.</p><p>A16z, formally called Andreessen Horowitz, was an early investor in many Web2 stalwarts, including Facebook, Box, Lyft, and Pinterest.</p><p>Now, the firm owns stakes in dozens of crypto start-ups, including OpenSea and Dapper Labs, along with decentralized-finance, or DeFi, platforms including Ava Labs, Uniswap Labs, dYdX, and Compound. These DeFi platforms consist of &#34;smart contracts&#34; that set the conditions of a trade, cutting out intermediaries like a brokerage or centralized exchange.</p><p>VC firms aren&#39;t making investments based on sheer goodwill. They expect returns on capital and are likely to maintain stakes through token ownership or warrants. The platforms themselves may be decentralized, in the sense that anyone with some technical skills can write a &#34;permissionless&#34; smart contract and execute a trade without a broker/dealer. But that doesn&#39;t mean the platform isn&#39;t owned or governed by a corporate entity.</p><p>That rubs some tech gurus the wrong way. <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> co-founder Jack Dorsey stirred up an online frenzy last December when he tweeted, &#34;You don&#39;t own &#39;web3.&#39; The VCs and their LPs do,&#34; referring to venture-capital firms and their investors known as limited partners. &#34;It&#39;s ultimately a centralized entity with a different label.&#34;</p><p>Representatives for Dorsey and a16z declined to comment.</p><p>Crypto is proving enticing to VC firms partly because of the attractive &#34;tokenomics.&#34; For a traditional VC deal, the path from initial funding to exit usually takes five to seven years. In crypto, that timeline can be compressed to just two years, with VCs exiting their investment when a token goes live on an exchange or takes off on a DeFi platform.</p><p>&#34;You have a very short time to liquidity -- often it&#39;s like 24 months -- so even if the business doesn&#39;t pan out, you can still exit,&#34; says Carter. &#34;That&#39;s why crypto is so popular with VCs; even your losers can get liquidity, and you can exit before a product comes out.&#34;</p><p>The nebulous nature of Web3 is also alluring for early backers. &#34;There&#39;s no definition, and that&#39;s deliberate,&#34; says Carter, who backs crypto start-ups. &#34;If something is poorly defined, as an entrepreneur you can claim you&#39;re building it even if you&#39;re not. The lack of codification works to the benefit of people in the industry.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Web3 Was Supposed to Save the Internet. It Has a Long Way to Go</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\">\nWeb3 Was Supposed to Save the Internet. It Has a Long Way to Go\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-30 20:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Early this year when anything still seemed possible for technology companies, futurists and venture capitalists were enthralled with the idea of building a new internet. Web3, as it became known, was poised to recapture the 1990s promise of a decentralized internet, free from gatekeepers and trillion-dollar platforms.</p><p>Cryptocurrencies had the starring role in the Web3 dream. Crypto, in theory, could wrest control from giants like <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (ticker: FB), Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, and Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>. It would shift our online activities to blockchains -- handling everything from payments and trading to videogaming, social media, even real estate. It could also shift the economics to users, giving them financial incentives to govern and secure the networks.</p><p>A record $25 billion was plowed into crypto start-ups last year, with another $30 billion on track for this year, according to Bank of America. Even the recent downturn in crypto doesn&#39;t seem to have chilled new investment. This past week, venture-capital firm a16z announced a new crypto fund totaling $4.5 billion.</p><p>&#34;We think we are now entering the golden era of web3,&#34; a16z partner Chris Dixon wrote in announcing the investment.</p><p>And yet Web3 remains a heavy lift -- it&#39;s full of contradictions, glitchy technology, regulatory uncertainty, and competing economic interests. There&#39;s debate over who will &#34;own&#34; it -- companies backed by Silicon Valley venture capital, or the users themselves. And the crypto markets&#39; downturn -- wiping out more than $1 trillion in value for tokens this year -- makes a blockchain-based web even harder to fathom.</p><p>In the near term, Web3 may be a casualty of a tech backlash that has sent the Nasdaq Composite index down more than 25% this year. Crypto-related stocks have tanked, including Coinbase Global <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a> and Microstrategy <a href=\"https://laohu8.com/S/MSTR\">$(MSTR)$</a>, and payment apps <a href=\"https://laohu8.com/S/SQ\">Block</a> (SQ) and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings (PYPL). Among crypto start-ups, investment is harder to come by, and valuations are falling. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> forecasts that failure rates will rise.</p><p>Crypto fans talking up Web3 as a revolution face pushback from critics who see it as a marketing gimmick. In the end, Web3 is likely to fall somewhere in between.</p><p>&#34;We may have to go through <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two hype cycles before the most important elements of the technology break through,&#34; says Gavin Wood, a co-founder of the Ethereum blockchain and head of another blockchain enterprise called Polkadot. As he sees it, Web3 today is where the internet was in 1998 -- early in its adoption but with vast potential and boom-bust cycles ahead.</p><p>&#34;Web3 is the next generation of the internet with capabilities that go well beyond what we have today,&#34; says Mark Palmer, a digital-asset analyst at brokerage BTIG. &#34;But the citizenry is not rising up to overthrow Web2.&#34;</p><p>Understanding Web3 requires a dip in the hot-tub time machine. Web1, the first generation from the 1990s, was based on static pages and directories that served as the first internet indexes. Web1&#39;s dial-up services, browsers, and banner ads evolved into the more modern internet, which came to be known as Web2. Companies like Amazon, Meta, Alphabet, Apple, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> now oversee the core of our web experiences. Walled gardens like Instagram, YouTube, and Apple&#39;s App Store prevail. Digital assets like videogame avatars and social-media followings sit on platforms owned by the giants.</p><p>In some ways, Web3 aims to turn back the clock, cutting out the intermediaries and dispersing apps, services, and digital assets on decentralized networks like Ethereum and other blockchains. Today, those networks are primarily used for trading and lending crypto assets, including new varieties like nonfungible tokens, or NFTs, and stablecoins, which are designed to maintain a fixed value.</p><p>But all sorts of other financial products and services could live on blockchains, potentially reducing the economic friction now associated with cross-border payments and transaction fees for goods and services. &#34;Blockchains have the potential to clear and settle transactions in a much more efficient way than traditional technology,&#34; says Sarah Hammer, an adjunct professor at the University of Pennsylvania Law School who specializes in crypto.</p><p>One example of Web3 already in practice is Filecoin, a crypto-powered storage network. Rather than storing files on cloud-based servers -- where they are ultimately controlled by a handful of big-tech operators -- they can be distributed and encrypted on personal hard drives with spare capacity. Testimonies of Holocaust and other genocide survivors are being preserved through Filecoin.</p><p>&#34;It&#39;s like Airbnb for file storage,&#34; says Marta Belcher, president and chair of the Filecoin Foundation. &#34;If you have extra space on your hard drive, you can rent it out. We think of it as the foundation for the next generation of the internet.&#34;</p><p>Filecoin may just scratch the surface of decentralized technologies. Projects like Helium aim to challenge telecom networks by distributing long-range Wi-Fi hot spots to individuals, giving financial incentives and payments for data traffic in tokens. NFTs allow for property rights, licensing agreements, and royalties to be traced and tracked. That opens up avenues for NFTs to become conduits for things like mortgages, car ownership titles, diplomas, and concert tickets. &#34;There&#39;s an infinite number of things you can do with a computer, and that&#39;s equivalent to what you can do with an NFT,&#34; says Gui Karyo, chief information officer of Dapper Labs, a leading NFT company.</p><p>Ideally, Web3 advocates say, the technology will lay the foundations for a more egalitarian web where the &#34;rents&#34; now charged by intermediaries will be more widely distributed. &#34;We should be moving to an internet where your digital property rights are genuine -- you&#39;re not a serf on Jack Dorsey&#39;s or Mark Zuckerberg&#39;s plantation; you own your homestead,&#34; says Nic Carter, a venture-capital investor in Web3 start-ups at Castle Island Ventures.</p><p>Silicon Valley&#39;s biggest and most successful venture-capital firms are investing heavily. &#34;Programmable blockchains are sufficiently advanced, and a diverse range of apps have reached tens of millions of users,&#34; a16z&#39;s Dixon said in a post this past week. Tokens also give users &#34;property rights: the ability to own a piece of the internet,&#34; he said in an previous post on Web3.</p><p>Web3 overlaps with the metaverse, another of tech&#39;s hottest topics before the recent selloff. The metaverse foresees a new internet based on virtual realities, online avatars, and new ways for people to socialize and work.</p><p>Facebook rebranded itself as Meta Platforms, betting that its Instagram, Facebook, and WhatsApp could become Web2 relics without help from blockchains, cryptos, and NFTs, which could grant consumers more control of their digital lives. Meta is now working on incorporating NFTs into Instagram. The currencies of digital worlds, whether for gaming, social, or e-commerce, are likely to be stablecoins -- digital tokens aimed at holding a peg to a dollar.</p><p>Yet Facebook&#39;s move is a reminder that the Web2 giants aren&#39;t sitting still. In the end, Web3 is unlikely to displace them. Indeed, there&#39;s good reason to think Web3 won&#39;t be all that decentralized. For one, it&#39;s being funded by many of the same entities that built Web2.</p><p>A16z, formally called Andreessen Horowitz, was an early investor in many Web2 stalwarts, including Facebook, Box, Lyft, and Pinterest.</p><p>Now, the firm owns stakes in dozens of crypto start-ups, including OpenSea and Dapper Labs, along with decentralized-finance, or DeFi, platforms including Ava Labs, Uniswap Labs, dYdX, and Compound. These DeFi platforms consist of &#34;smart contracts&#34; that set the conditions of a trade, cutting out intermediaries like a brokerage or centralized exchange.</p><p>VC firms aren&#39;t making investments based on sheer goodwill. They expect returns on capital and are likely to maintain stakes through token ownership or warrants. The platforms themselves may be decentralized, in the sense that anyone with some technical skills can write a &#34;permissionless&#34; smart contract and execute a trade without a broker/dealer. But that doesn&#39;t mean the platform isn&#39;t owned or governed by a corporate entity.</p><p>That rubs some tech gurus the wrong way. <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> co-founder Jack Dorsey stirred up an online frenzy last December when he tweeted, &#34;You don&#39;t own &#39;web3.&#39; The VCs and their LPs do,&#34; referring to venture-capital firms and their investors known as limited partners. &#34;It&#39;s ultimately a centralized entity with a different label.&#34;</p><p>Representatives for Dorsey and a16z declined to comment.</p><p>Crypto is proving enticing to VC firms partly because of the attractive &#34;tokenomics.&#34; For a traditional VC deal, the path from initial funding to exit usually takes five to seven years. In crypto, that timeline can be compressed to just two years, with VCs exiting their investment when a token goes live on an exchange or takes off on a DeFi platform.</p><p>&#34;You have a very short time to liquidity -- often it&#39;s like 24 months -- so even if the business doesn&#39;t pan out, you can still exit,&#34; says Carter. &#34;That&#39;s why crypto is so popular with VCs; even your losers can get liquidity, and you can exit before a product comes out.&#34;</p><p>The nebulous nature of Web3 is also alluring for early backers. &#34;There&#39;s no definition, and that&#39;s deliberate,&#34; says Carter, who backs crypto start-ups. &#34;If something is poorly defined, as an entrepreneur you can claim you&#39;re building it even if you&#39;re not. The lack of codification works to the benefit of people in the industry.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4508":"社交媒体","BK4535":"淡马锡持仓","PYPL":"PayPal","BK4559":"巴菲特持仓","BK4527":"明星科技股","MSTR":"MicroStrategy","BK4077":"互动媒体与服务","BK4501":"段永平概念","BK4538":"云计算","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4574":"无人驾驶","GOOG":"谷歌","BK4561":"索罗斯持仓","BK4573":"虚拟现实","GOOGL":"谷歌A","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","META":"Meta Platforms, Inc.","BK4504":"桥水持仓","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","BK4112":"金融交易所和数据","BK4514":"搜索引擎","BK4539":"次新股","SQ":"Block","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4106":"数据处理与外包服务","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","COIN":"Coinbase Global, Inc.","BK4571":"数字音乐概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","MSFT":"微软","BK4525":"远程办公概念","BK4566":"资本集团","BK4575":"芯片概念","BK4524":"宅经济概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238520329","content_text":"Early this year when anything still seemed possible for technology companies, futurists and venture capitalists were enthralled with the idea of building a new internet. Web3, as it became known, was poised to recapture the 1990s promise of a decentralized internet, free from gatekeepers and trillion-dollar platforms.Cryptocurrencies had the starring role in the Web3 dream. Crypto, in theory, could wrest control from giants like Meta Platforms (ticker: FB), Alphabet $(GOOGL)$, Amazon.com $(AMZN)$, and Apple $(AAPL)$. It would shift our online activities to blockchains -- handling everything from payments and trading to videogaming, social media, even real estate. It could also shift the economics to users, giving them financial incentives to govern and secure the networks.A record $25 billion was plowed into crypto start-ups last year, with another $30 billion on track for this year, according to Bank of America. Even the recent downturn in crypto doesn't seem to have chilled new investment. This past week, venture-capital firm a16z announced a new crypto fund totaling $4.5 billion.\"We think we are now entering the golden era of web3,\" a16z partner Chris Dixon wrote in announcing the investment.And yet Web3 remains a heavy lift -- it's full of contradictions, glitchy technology, regulatory uncertainty, and competing economic interests. There's debate over who will \"own\" it -- companies backed by Silicon Valley venture capital, or the users themselves. And the crypto markets' downturn -- wiping out more than $1 trillion in value for tokens this year -- makes a blockchain-based web even harder to fathom.In the near term, Web3 may be a casualty of a tech backlash that has sent the Nasdaq Composite index down more than 25% this year. Crypto-related stocks have tanked, including Coinbase Global $(COIN)$ and Microstrategy $(MSTR)$, and payment apps Block (SQ) and PayPal Holdings (PYPL). Among crypto start-ups, investment is harder to come by, and valuations are falling. Morgan Stanley forecasts that failure rates will rise.Crypto fans talking up Web3 as a revolution face pushback from critics who see it as a marketing gimmick. In the end, Web3 is likely to fall somewhere in between.\"We may have to go through one or two hype cycles before the most important elements of the technology break through,\" says Gavin Wood, a co-founder of the Ethereum blockchain and head of another blockchain enterprise called Polkadot. As he sees it, Web3 today is where the internet was in 1998 -- early in its adoption but with vast potential and boom-bust cycles ahead.\"Web3 is the next generation of the internet with capabilities that go well beyond what we have today,\" says Mark Palmer, a digital-asset analyst at brokerage BTIG. \"But the citizenry is not rising up to overthrow Web2.\"Understanding Web3 requires a dip in the hot-tub time machine. Web1, the first generation from the 1990s, was based on static pages and directories that served as the first internet indexes. Web1's dial-up services, browsers, and banner ads evolved into the more modern internet, which came to be known as Web2. Companies like Amazon, Meta, Alphabet, Apple, and Microsoft $(MSFT)$ now oversee the core of our web experiences. Walled gardens like Instagram, YouTube, and Apple's App Store prevail. Digital assets like videogame avatars and social-media followings sit on platforms owned by the giants.In some ways, Web3 aims to turn back the clock, cutting out the intermediaries and dispersing apps, services, and digital assets on decentralized networks like Ethereum and other blockchains. Today, those networks are primarily used for trading and lending crypto assets, including new varieties like nonfungible tokens, or NFTs, and stablecoins, which are designed to maintain a fixed value.But all sorts of other financial products and services could live on blockchains, potentially reducing the economic friction now associated with cross-border payments and transaction fees for goods and services. \"Blockchains have the potential to clear and settle transactions in a much more efficient way than traditional technology,\" says Sarah Hammer, an adjunct professor at the University of Pennsylvania Law School who specializes in crypto.One example of Web3 already in practice is Filecoin, a crypto-powered storage network. Rather than storing files on cloud-based servers -- where they are ultimately controlled by a handful of big-tech operators -- they can be distributed and encrypted on personal hard drives with spare capacity. Testimonies of Holocaust and other genocide survivors are being preserved through Filecoin.\"It's like Airbnb for file storage,\" says Marta Belcher, president and chair of the Filecoin Foundation. \"If you have extra space on your hard drive, you can rent it out. We think of it as the foundation for the next generation of the internet.\"Filecoin may just scratch the surface of decentralized technologies. Projects like Helium aim to challenge telecom networks by distributing long-range Wi-Fi hot spots to individuals, giving financial incentives and payments for data traffic in tokens. NFTs allow for property rights, licensing agreements, and royalties to be traced and tracked. That opens up avenues for NFTs to become conduits for things like mortgages, car ownership titles, diplomas, and concert tickets. \"There's an infinite number of things you can do with a computer, and that's equivalent to what you can do with an NFT,\" says Gui Karyo, chief information officer of Dapper Labs, a leading NFT company.Ideally, Web3 advocates say, the technology will lay the foundations for a more egalitarian web where the \"rents\" now charged by intermediaries will be more widely distributed. \"We should be moving to an internet where your digital property rights are genuine -- you're not a serf on Jack Dorsey's or Mark Zuckerberg's plantation; you own your homestead,\" says Nic Carter, a venture-capital investor in Web3 start-ups at Castle Island Ventures.Silicon Valley's biggest and most successful venture-capital firms are investing heavily. \"Programmable blockchains are sufficiently advanced, and a diverse range of apps have reached tens of millions of users,\" a16z's Dixon said in a post this past week. Tokens also give users \"property rights: the ability to own a piece of the internet,\" he said in an previous post on Web3.Web3 overlaps with the metaverse, another of tech's hottest topics before the recent selloff. The metaverse foresees a new internet based on virtual realities, online avatars, and new ways for people to socialize and work.Facebook rebranded itself as Meta Platforms, betting that its Instagram, Facebook, and WhatsApp could become Web2 relics without help from blockchains, cryptos, and NFTs, which could grant consumers more control of their digital lives. Meta is now working on incorporating NFTs into Instagram. The currencies of digital worlds, whether for gaming, social, or e-commerce, are likely to be stablecoins -- digital tokens aimed at holding a peg to a dollar.Yet Facebook's move is a reminder that the Web2 giants aren't sitting still. In the end, Web3 is unlikely to displace them. Indeed, there's good reason to think Web3 won't be all that decentralized. For one, it's being funded by many of the same entities that built Web2.A16z, formally called Andreessen Horowitz, was an early investor in many Web2 stalwarts, including Facebook, Box, Lyft, and Pinterest.Now, the firm owns stakes in dozens of crypto start-ups, including OpenSea and Dapper Labs, along with decentralized-finance, or DeFi, platforms including Ava Labs, Uniswap Labs, dYdX, and Compound. These DeFi platforms consist of \"smart contracts\" that set the conditions of a trade, cutting out intermediaries like a brokerage or centralized exchange.VC firms aren't making investments based on sheer goodwill. They expect returns on capital and are likely to maintain stakes through token ownership or warrants. The platforms themselves may be decentralized, in the sense that anyone with some technical skills can write a \"permissionless\" smart contract and execute a trade without a broker/dealer. But that doesn't mean the platform isn't owned or governed by a corporate entity.That rubs some tech gurus the wrong way. Twitter co-founder Jack Dorsey stirred up an online frenzy last December when he tweeted, \"You don't own 'web3.' The VCs and their LPs do,\" referring to venture-capital firms and their investors known as limited partners. \"It's ultimately a centralized entity with a different label.\"Representatives for Dorsey and a16z declined to comment.Crypto is proving enticing to VC firms partly because of the attractive \"tokenomics.\" For a traditional VC deal, the path from initial funding to exit usually takes five to seven years. In crypto, that timeline can be compressed to just two years, with VCs exiting their investment when a token goes live on an exchange or takes off on a DeFi platform.\"You have a very short time to liquidity -- often it's like 24 months -- so even if the business doesn't pan out, you can still exit,\" says Carter. \"That's why crypto is so popular with VCs; even your losers can get liquidity, and you can exit before a product comes out.\"The nebulous nature of Web3 is also alluring for early backers. \"There's no definition, and that's deliberate,\" says Carter, who backs crypto start-ups. \"If something is poorly defined, as an entrepreneur you can claim you're building it even if you're not. The lack of codification works to the benefit of people in the industry.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011104237,"gmtCreate":1648824762731,"gmtModify":1676534405767,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"no way it stays bullish forever","listText":"no way it stays bullish forever","text":"no way it stays bullish forever","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011104237","repostId":"2224343469","repostType":4,"repost":{"id":"2224343469","kind":"highlight","pubTimestamp":1648815715,"share":"https://ttm.financial/m/news/2224343469?lang=&edition=fundamental","pubTime":"2022-04-01 20:21","market":"us","language":"en","title":"Should You Buy Tesla Now or Wait Until After the Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=2224343469","media":"Motley Fool","summary":"This latest announcement by the electric vehicle pioneer has investors taking a fresh look.","content":"<html><head></head><body><p><b>Tesla</b> is one of the most highly publicized and widely followed companies on Wall Street. Most investors have an opinion regarding the company and its enigmatic CEO Elon Musk, ranging from blisteringly harsh to wildly enthusiastic -- and everything in between. There&#39;s no arguing, however, that Tesla has changed the way the public at large views electric vehicles (EVs), becoming the industry leader in the process.</p><p>The company isn&#39;t known for being a wallflower, attracting attention to its achievements and frequently making headlines. So it shouldn&#39;t come as a surprise to investors that Tesla is breaking with convention and considering <i>another</i> stock split, less than two years after the company&#39;s first splitting of its shares.</p><p>Investors considering buying Tesla stock or adding to an existing position are faced with an interesting conundrum: Should they buy shares now, or wait until after the stock split?</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672565%2Ftesla-model-s-01.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>Buy now, or wait for the split?</h2><p>Tesla last split its shares in 2020, recently enough to provide insight into whether investors should buy the stock now or wait until after the split. A pattern has emerged in recent years that seems particularly pronounced with well-known and highly followed stocks, as noted by my friend and Motley Fool colleague Dan Caplinger:</p><ul><li>From the time of the announcement until split-adjusted trading began, the stock price tended to surge, outpacing the overall market.</li><li>Immediately following and several days after the stock split there <i>could</i> be additional stock price gains.</li><li>Shortly after the split, the stock tended to continue the trajectory it was on before the announcement of the stock split.</li></ul><p>Tesla varied somewhat from that pattern. From the time of its stock split announcement to its completion, shares surged 81%. However, during the eight days <i>following</i> the split, Tesla shares slumped more than 30%, before rebounding and beginning a relentless climb higher.</p><p>In fact, from the date of the stock split announcement in early August through the end of 2020 -- a period of about five months -- Tesla shares gained nearly 157% overall. It wasn&#39;t all wine and roses, however. Investor enthusiasm didn&#39;t insulate the stock from the occasional downturn, as shares have fallen by 25% <i>or more</i> on five separate occasions since the stock split was announced. The lesson here is that investor psychology alone isn&#39;t enough to propel a stock higher over the long term.</p><p>What&#39;s different this time is that Tesla has telegraphed to investors its intent to initiate another stock split. At this point, we don&#39;t yet know the timing of the split or what the ratio for the split will be. That information will likely be available as soon as Tesla releases a proxy statement in advance of its annual meeting, since the move to increase the share count will require shareholder approval.</p><p>That means investors still have time to get a jump on the stock in advance of the full announcement -- but should they?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e13dc6ff15526c1e6e0770e498eaee0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>It depends</h2><p>As with so many things, the answer to this question is &#34;it depends.&#34; If you aren&#39;t interested in being a Tesla shareholder, the mere announcement of a pending stock split shouldn&#39;t be a reason for you to invest.</p><p>If you <i>are</i> interested in becoming a Tesla shareholder, the decision is largely dictated by your personal circumstances and the limitations set by your broker. Tesla shares are currently priced at roughly $1,100 per share (as of this writing). If you have sufficient capital to lay out for one or more full shares of Tesla stock, there&#39;s no reason not to add to a position or start a new one now.</p><p>For those who don&#39;t have that much cash to invest, some brokers permit the purchase of fractional shares, buying some portion of a full share depending on how much money you have to invest. If your broker doesn&#39;t have a provision for trading fractional shares, you can simply wait until after the stock split in the hopes that the split-adjusted price is more in line with your budget.</p><h2>Reasons to be bullish</h2><p>Investors need only review Tesla&#39;s recent results for evidence that the stock is a buy. The company announced record deliveries in the fourth quarter, with 308,600 vehicles, which vastly outperformed analysts&#39; consensus estimates of 267,000. The full-year numbers were equally impressive, with 936,172 deliveries, well ahead of expectations of 897,000.</p><p>Robust production and deliveries sparked sterling financial results, as fourth-quarter revenue of $17.7 billion surged 65% year over year. At the same time, operating expenses grew just 50%, dropping more profit to the bottom line and driving adjusted net income to $2.88 billion, up 219%. Expanding profit margins are a clear indication that Tesla has achieved scale.</p><p>Recent developments suggest this could be just the beginning. Last year, Tesla said it expects to achieve 50% annual growth in vehicle deliveries &#34;over a multi-year horizon,&#34; a forecast it reiterated in its most recent quarter. With both the Berlin Gigafactory and the Texas Gigafactory coming online, Tesla has the production capacity to make that outlook a reality.</p><p>Given the ongoing demand for its industry-leading EVs, its increasing manufacturing capability, and its robust financial results, it doesn&#39;t really matter whether you buy Tesla stock now or wait until after the split. Just as long as you buy it.</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>Should You Buy Tesla Now or Wait Until After the Stock Split?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy Tesla Now or Wait Until After the Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-01 20:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/01/should-buy-tesla-now-wait-until-after-stock-split/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is one of the most highly publicized and widely followed companies on Wall Street. Most investors have an opinion regarding the company and its enigmatic CEO Elon Musk, ranging from blisteringly...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/01/should-buy-tesla-now-wait-until-after-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4555":"新能源车","BK4581":"高盛持仓","BK4527":"明星科技股","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/04/01/should-buy-tesla-now-wait-until-after-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224343469","content_text":"Tesla is one of the most highly publicized and widely followed companies on Wall Street. Most investors have an opinion regarding the company and its enigmatic CEO Elon Musk, ranging from blisteringly harsh to wildly enthusiastic -- and everything in between. There's no arguing, however, that Tesla has changed the way the public at large views electric vehicles (EVs), becoming the industry leader in the process.The company isn't known for being a wallflower, attracting attention to its achievements and frequently making headlines. So it shouldn't come as a surprise to investors that Tesla is breaking with convention and considering another stock split, less than two years after the company's first splitting of its shares.Investors considering buying Tesla stock or adding to an existing position are faced with an interesting conundrum: Should they buy shares now, or wait until after the stock split?Image source: Tesla.Buy now, or wait for the split?Tesla last split its shares in 2020, recently enough to provide insight into whether investors should buy the stock now or wait until after the split. A pattern has emerged in recent years that seems particularly pronounced with well-known and highly followed stocks, as noted by my friend and Motley Fool colleague Dan Caplinger:From the time of the announcement until split-adjusted trading began, the stock price tended to surge, outpacing the overall market.Immediately following and several days after the stock split there could be additional stock price gains.Shortly after the split, the stock tended to continue the trajectory it was on before the announcement of the stock split.Tesla varied somewhat from that pattern. From the time of its stock split announcement to its completion, shares surged 81%. However, during the eight days following the split, Tesla shares slumped more than 30%, before rebounding and beginning a relentless climb higher.In fact, from the date of the stock split announcement in early August through the end of 2020 -- a period of about five months -- Tesla shares gained nearly 157% overall. It wasn't all wine and roses, however. Investor enthusiasm didn't insulate the stock from the occasional downturn, as shares have fallen by 25% or more on five separate occasions since the stock split was announced. The lesson here is that investor psychology alone isn't enough to propel a stock higher over the long term.What's different this time is that Tesla has telegraphed to investors its intent to initiate another stock split. At this point, we don't yet know the timing of the split or what the ratio for the split will be. That information will likely be available as soon as Tesla releases a proxy statement in advance of its annual meeting, since the move to increase the share count will require shareholder approval.That means investors still have time to get a jump on the stock in advance of the full announcement -- but should they?Image source: Getty Images.It dependsAs with so many things, the answer to this question is \"it depends.\" If you aren't interested in being a Tesla shareholder, the mere announcement of a pending stock split shouldn't be a reason for you to invest.If you are interested in becoming a Tesla shareholder, the decision is largely dictated by your personal circumstances and the limitations set by your broker. Tesla shares are currently priced at roughly $1,100 per share (as of this writing). If you have sufficient capital to lay out for one or more full shares of Tesla stock, there's no reason not to add to a position or start a new one now.For those who don't have that much cash to invest, some brokers permit the purchase of fractional shares, buying some portion of a full share depending on how much money you have to invest. If your broker doesn't have a provision for trading fractional shares, you can simply wait until after the stock split in the hopes that the split-adjusted price is more in line with your budget.Reasons to be bullishInvestors need only review Tesla's recent results for evidence that the stock is a buy. The company announced record deliveries in the fourth quarter, with 308,600 vehicles, which vastly outperformed analysts' consensus estimates of 267,000. The full-year numbers were equally impressive, with 936,172 deliveries, well ahead of expectations of 897,000.Robust production and deliveries sparked sterling financial results, as fourth-quarter revenue of $17.7 billion surged 65% year over year. At the same time, operating expenses grew just 50%, dropping more profit to the bottom line and driving adjusted net income to $2.88 billion, up 219%. Expanding profit margins are a clear indication that Tesla has achieved scale.Recent developments suggest this could be just the beginning. Last year, Tesla said it expects to achieve 50% annual growth in vehicle deliveries \"over a multi-year horizon,\" a forecast it reiterated in its most recent quarter. With both the Berlin Gigafactory and the Texas Gigafactory coming online, Tesla has the production capacity to make that outlook a reality.Given the ongoing demand for its industry-leading EVs, its increasing manufacturing capability, and its robust financial results, it doesn't really matter whether you buy Tesla stock now or wait until after the split. Just as long as you buy it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035926372,"gmtCreate":1647489733121,"gmtModify":1676534237027,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"noice","listText":"noice","text":"noice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035926372","repostId":"2220796109","repostType":4,"repost":{"id":"2220796109","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1647487571,"share":"https://ttm.financial/m/news/2220796109?lang=&edition=fundamental","pubTime":"2022-03-17 11:26","market":"us","language":"en","title":"The Fed Got Inflation Badly Wrong -- and Now It Admits There's No Quick Fix","url":"https://stock-news.laohu8.com/highlight/detail?id=2220796109","media":"Dow Jones","summary":"Fed doesn't expect high U.S. inflation to subside to pre-pandemic levels for several yearsHigher pri","content":"<html><head></head><body><p>Fed doesn&#39;t expect high U.S. inflation to subside to pre-pandemic levels for several years</p><p>Higher prices of gas, groceries, new cars and mortgage rates got you down? Americans may have to get used to it. The rate of inflation might not return to pre-pandemic levels of less than 2% for at least another three years.</p><p>That&#39;s the blunt message the Federal Reserve delivered on Wednesday. For the first time since 2007, the central bank predicted inflation would end the year above 3% -- in fact, well above that level.</p><p>The Fed estimated the rate of U.S. inflation, using its favorite PCE price index, would average a whopping 4.3% in 2022.</p><p>That&#39;s up from the bank&#39;s 2.6% estimate four months ago and just 1.9% a year earlier. These are earthquake-like alterations for a conservative central bank that rarely make big changes in its forecasts.</p><p>It may have had no choice, economists say.</p><p>The yearly increase in the cost of living has soared to a 40-year high of 7.9% based on the better known consumer price index. The PCE index has climbed a somewhat lesser 6.1% in the most recent 12-month span.</p><p>Faced with the first serious threat of high inflation since the early 1980s, the Fed on Wednesday raised a key short-term interest rate for the first time in four years. It also forecast a higher-than-expected series of rate increases in 2023.</p><p>These moves are likely to slow U.S. growth and retard demand as part of the strategy to rebalance an off-kilter economy.</p><p>&#34;As it turns out, the [Fed] went further than we and many others expected,&#34; said chief economist Richard Moody of Regions Financial. &#34;Clearly the committee intended to send an aggressive signal of their resolve to rein in inflation and keep inflation expectations in check.&#34;</p><p>The central bank badly underestimated the rise in inflation last year. For months, senior Fed officials brushed off the surge in prices as &#39;transitory&#34; -- a result of the reopening of the U.S. economy.</p><p>The flood of fresh spending as people got out and about, the thinking went, overwhelmed the ability of business to meet the demand. Nor were companies able to get enough materials on time, especially from foreign suppliers in China and elsewhere, because of disruptions in global trade tied to the pandemic.</p><p>All of these disruptions and shortages would soon end, the Fed believed, and result in a quick reversal in inflationary pressures.</p><p>The central bank turned out to be dead wrong.</p><p>Prices rose even faster and spread from just a smattering of goods and services to almost everything.</p><p>Not only that, but the cost of labor surged to the highest level in decades and raised the specter of a wage-price spiral, the likes of which the U.S. hasn&#39;t seen since the 1970s.</p><p>&#34;We&#39;ve had price stability for a long time and maybe come to have taken it for granted,&#34; Fed Chairman Jerome Powell admitted on Wednesday. Last month he appeared to hint in congressional testimony that the central bank waited too long to act.</p><p>Also read:Here&#39; what the Fed&#39;s Powell has to say about inflation</p><p>When is inflation going to return to precrisis lows?</p><p>Powell insisted the Fed will do whatever it takes to squelch inflation, but he expects the process to take a few years.</p><p>The central bank predicts inflation will slow to 2.7% in 2023 and to 2.3% in 2024. Eventually the rate of price increases should subside to the Fed&#39;s 2% target.</p><p>Of course, the Fed thought the same thing last year.</p><p>What could throw the central bank off again, Powell suggested, is the Russian invasion of Ukraine. He noted the war has already caused a short-term increase in inflation.</p><p>What&#39;s more, a broader effort by the West to limit or end trade with Russia could further disrupt global supply lines, he said. Russia is a major producer of oil, wheat and other key commodities.</p><p>Still, Powell insisted the Fed will fulfill its mission of getting inflation back under control.</p><p>&#34;We will take the necessary steps to ensure that high inflation does not become entrenched,&#34; he said over and over again on Wednesday.</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>The Fed Got Inflation Badly Wrong -- and Now It Admits There's No Quick Fix</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 Fed Got Inflation Badly Wrong -- and Now It Admits There's No Quick Fix\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-03-17 11:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Fed doesn&#39;t expect high U.S. inflation to subside to pre-pandemic levels for several years</p><p>Higher prices of gas, groceries, new cars and mortgage rates got you down? Americans may have to get used to it. The rate of inflation might not return to pre-pandemic levels of less than 2% for at least another three years.</p><p>That&#39;s the blunt message the Federal Reserve delivered on Wednesday. For the first time since 2007, the central bank predicted inflation would end the year above 3% -- in fact, well above that level.</p><p>The Fed estimated the rate of U.S. inflation, using its favorite PCE price index, would average a whopping 4.3% in 2022.</p><p>That&#39;s up from the bank&#39;s 2.6% estimate four months ago and just 1.9% a year earlier. These are earthquake-like alterations for a conservative central bank that rarely make big changes in its forecasts.</p><p>It may have had no choice, economists say.</p><p>The yearly increase in the cost of living has soared to a 40-year high of 7.9% based on the better known consumer price index. The PCE index has climbed a somewhat lesser 6.1% in the most recent 12-month span.</p><p>Faced with the first serious threat of high inflation since the early 1980s, the Fed on Wednesday raised a key short-term interest rate for the first time in four years. It also forecast a higher-than-expected series of rate increases in 2023.</p><p>These moves are likely to slow U.S. growth and retard demand as part of the strategy to rebalance an off-kilter economy.</p><p>&#34;As it turns out, the [Fed] went further than we and many others expected,&#34; said chief economist Richard Moody of Regions Financial. &#34;Clearly the committee intended to send an aggressive signal of their resolve to rein in inflation and keep inflation expectations in check.&#34;</p><p>The central bank badly underestimated the rise in inflation last year. For months, senior Fed officials brushed off the surge in prices as &#39;transitory&#34; -- a result of the reopening of the U.S. economy.</p><p>The flood of fresh spending as people got out and about, the thinking went, overwhelmed the ability of business to meet the demand. Nor were companies able to get enough materials on time, especially from foreign suppliers in China and elsewhere, because of disruptions in global trade tied to the pandemic.</p><p>All of these disruptions and shortages would soon end, the Fed believed, and result in a quick reversal in inflationary pressures.</p><p>The central bank turned out to be dead wrong.</p><p>Prices rose even faster and spread from just a smattering of goods and services to almost everything.</p><p>Not only that, but the cost of labor surged to the highest level in decades and raised the specter of a wage-price spiral, the likes of which the U.S. hasn&#39;t seen since the 1970s.</p><p>&#34;We&#39;ve had price stability for a long time and maybe come to have taken it for granted,&#34; Fed Chairman Jerome Powell admitted on Wednesday. Last month he appeared to hint in congressional testimony that the central bank waited too long to act.</p><p>Also read:Here&#39; what the Fed&#39;s Powell has to say about inflation</p><p>When is inflation going to return to precrisis lows?</p><p>Powell insisted the Fed will do whatever it takes to squelch inflation, but he expects the process to take a few years.</p><p>The central bank predicts inflation will slow to 2.7% in 2023 and to 2.3% in 2024. Eventually the rate of price increases should subside to the Fed&#39;s 2% target.</p><p>Of course, the Fed thought the same thing last year.</p><p>What could throw the central bank off again, Powell suggested, is the Russian invasion of Ukraine. He noted the war has already caused a short-term increase in inflation.</p><p>What&#39;s more, a broader effort by the West to limit or end trade with Russia could further disrupt global supply lines, he said. Russia is a major producer of oil, wheat and other key commodities.</p><p>Still, Powell insisted the Fed will fulfill its mission of getting inflation back under control.</p><p>&#34;We will take the necessary steps to ensure that high inflation does not become entrenched,&#34; he said over and over again on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220796109","content_text":"Fed doesn't expect high U.S. inflation to subside to pre-pandemic levels for several yearsHigher prices of gas, groceries, new cars and mortgage rates got you down? Americans may have to get used to it. The rate of inflation might not return to pre-pandemic levels of less than 2% for at least another three years.That's the blunt message the Federal Reserve delivered on Wednesday. For the first time since 2007, the central bank predicted inflation would end the year above 3% -- in fact, well above that level.The Fed estimated the rate of U.S. inflation, using its favorite PCE price index, would average a whopping 4.3% in 2022.That's up from the bank's 2.6% estimate four months ago and just 1.9% a year earlier. These are earthquake-like alterations for a conservative central bank that rarely make big changes in its forecasts.It may have had no choice, economists say.The yearly increase in the cost of living has soared to a 40-year high of 7.9% based on the better known consumer price index. The PCE index has climbed a somewhat lesser 6.1% in the most recent 12-month span.Faced with the first serious threat of high inflation since the early 1980s, the Fed on Wednesday raised a key short-term interest rate for the first time in four years. It also forecast a higher-than-expected series of rate increases in 2023.These moves are likely to slow U.S. growth and retard demand as part of the strategy to rebalance an off-kilter economy.\"As it turns out, the [Fed] went further than we and many others expected,\" said chief economist Richard Moody of Regions Financial. \"Clearly the committee intended to send an aggressive signal of their resolve to rein in inflation and keep inflation expectations in check.\"The central bank badly underestimated the rise in inflation last year. For months, senior Fed officials brushed off the surge in prices as 'transitory\" -- a result of the reopening of the U.S. economy.The flood of fresh spending as people got out and about, the thinking went, overwhelmed the ability of business to meet the demand. Nor were companies able to get enough materials on time, especially from foreign suppliers in China and elsewhere, because of disruptions in global trade tied to the pandemic.All of these disruptions and shortages would soon end, the Fed believed, and result in a quick reversal in inflationary pressures.The central bank turned out to be dead wrong.Prices rose even faster and spread from just a smattering of goods and services to almost everything.Not only that, but the cost of labor surged to the highest level in decades and raised the specter of a wage-price spiral, the likes of which the U.S. hasn't seen since the 1970s.\"We've had price stability for a long time and maybe come to have taken it for granted,\" Fed Chairman Jerome Powell admitted on Wednesday. Last month he appeared to hint in congressional testimony that the central bank waited too long to act.Also read:Here' what the Fed's Powell has to say about inflationWhen is inflation going to return to precrisis lows?Powell insisted the Fed will do whatever it takes to squelch inflation, but he expects the process to take a few years.The central bank predicts inflation will slow to 2.7% in 2023 and to 2.3% in 2024. Eventually the rate of price increases should subside to the Fed's 2% target.Of course, the Fed thought the same thing last year.What could throw the central bank off again, Powell suggested, is the Russian invasion of Ukraine. He noted the war has already caused a short-term increase in inflation.What's more, a broader effort by the West to limit or end trade with Russia could further disrupt global supply lines, he said. Russia is a major producer of oil, wheat and other key commodities.Still, Powell insisted the Fed will fulfill its mission of getting inflation back under control.\"We will take the necessary steps to ensure that high inflation does not become entrenched,\" he said over and over again on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033322676,"gmtCreate":1646194379873,"gmtModify":1676534102643,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"nani","listText":"nani","text":"nani","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033322676","repostId":"1189844728","repostType":4,"repost":{"id":"1189844728","kind":"news","pubTimestamp":1646186658,"share":"https://ttm.financial/m/news/1189844728?lang=&edition=fundamental","pubTime":"2022-03-02 10:04","market":"us","language":"en","title":"It’s Time for Management to Buy Back NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1189844728","media":"investorplace","summary":"Look, I like the look of many of Ford’s newest vehicles — Mustang E-Mach, Bronco, and Maverick —  but I don’t get the difference between the two companies’ valuations.The Bottom LineIn the first nine months of 2021 through Sep. 30, Nio’s capital expenditures were $371 million. Annualize that, and it’s $494 million. So it’s got plenty of cash in reserve to handle a $1 billion buyback.At current prices — and assuming a 25% premium for moving the sto","content":"<html><head></head><body><p>Thanks to Russia’s invasion of Ukraine, Nio (NYSE:NIO) opened on Feb. 24, trading at $18.50, its lowest level since September 2020. Thankfully, for owners of NIO stock, it’s rebounded nicely. As I write this, shares of the electric vehicle maker are trading around $22.23, and well off the 52-week low of $18.47.</p><p>When I last wrote about Nio, I said it was a slam-dunk buy under $20. Now flirting with its lowest levels in 18 months, management better be buying back its stock. If it doesn’t, I will have to reassess my bullish opinion of NIO stock. Here’s why.</p><h2>NIO Stock Is Cheap Under $20</h2><p>As I stated on Feb. 3, Nio’s market capitalization on Jan. 31, 2021, was $82 billion, the same as Ford’s (NYSE:F) a year later. In 13 months, Nio’s market cap lost 64% of its value, while Ford’s gained more than 61%.</p><p>Talk about two cars going in different directions. Ford’s printing money while Nio’s trying to get the attention of investors despite the fact it added 93,856 vehicles over 12 months through Jan. 31, an increase of 113%.</p><p>What did Ford do over the same period?</p><p>In the 12 months ended Dec. 31, 2021, its U.S. sales were down 6.8% to 1.91 million. Its European sales were down 9.9% to 878,648, and in China, it sold approximately 624,000 vehicles in 2021, a 3.7% year-over-year gain.</p><p>According to pg. 5 of its 2021 10-K, it sold 4.2 million vehicles last year worldwide, 300,000 less than in 2020 and 1.3 million less than 2019. Over the previous three years, Ford has lost almost 1% market share worldwide. Yet it was the one getting the valuation bump, not Nio.</p><h2>It makes Little Sense</h2><p>If you look at the two companies from an EV perspective and one considers the transition to electric a foregone conclusion — as I do despite — there is no question that Nio is giving as good as it gets on this front.</p><p>Ford makes a big stink about its push into EVs. In its December 2021 U.S. sales press release, it highlights that, “Ford electrified vehicles grew 36% faster than the segment overall in 2021 while achieving new sales records for the month of December and all of 2021.”</p><p>In the U.S., Ford sold 12,284 electrified vehicles, 121% higher than December 2020 and 4x faster than the overall segment in December. Yet its 10-K barely mentions any of this electrification excitement.</p><p>Ford sold 27,000 EVs in 2021, while Nio delivered 91,429, 2.4x that amount.</p><p>One last thing on the valuation front.</p><p>Ford finished 2021 with $103.0 billion in net debt on its balance sheet. Nio ended 2021 with $3.8 billion in net cash. Yet Ford is the one with the pumped-up valuation?</p><p>Look, I like the look of many of Ford’s newest vehicles — Mustang E-Mach, Bronco, and Maverick —  but I don’t get the difference between the two companies’ valuations.</p><h2>The Bottom Line</h2><p>In the first nine months of 2021 through Sep. 30, Nio’s capital expenditures were $371 million. Annualize that, and it’s $494 million. So it’s got plenty of cash in reserve to handle a $1 billion buyback.</p><p>At current prices — and assuming a 25% premium for moving the stock higher due to its share repurchases — it could buy back 38.57 million American Depositary Shares (ADSs), or 3.5% of the outstanding ADSs.</p><p>It’s not a massive reduction, but it would signal to investors that enough is enough. Its shares are too cheap to mess around.</p><p>Further, as Nio rolls out its fourth (ET7) and fifth vehicles, the cash flow generation will continue to accelerate, adding even more net cash to the balance sheet. Ford, in the meantime, will have to deliver near-perfection on the EV front if it ever wants to get a price-to-sales ratio above one.</p><p>The announcement alone should help move the share price a few dollars higher. From where I sit, it seems like an intelligent capital allocation lever for management to pull at this point in the proceedings.</p><p>I’ll be watching in the coming weeks for an announcement from the company.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It’s Time for Management to Buy Back NIO 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\">\nIt’s Time for Management to Buy Back NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-02 10:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/its-time-for-management-to-buy-back-nio-stock/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanks to Russia’s invasion of Ukraine, Nio (NYSE:NIO) opened on Feb. 24, trading at $18.50, its lowest level since September 2020. Thankfully, for owners of NIO stock, it’s rebounded nicely. As I ...</p>\n\n<a href=\"https://investorplace.com/2022/03/its-time-for-management-to-buy-back-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/03/its-time-for-management-to-buy-back-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189844728","content_text":"Thanks to Russia’s invasion of Ukraine, Nio (NYSE:NIO) opened on Feb. 24, trading at $18.50, its lowest level since September 2020. Thankfully, for owners of NIO stock, it’s rebounded nicely. As I write this, shares of the electric vehicle maker are trading around $22.23, and well off the 52-week low of $18.47.When I last wrote about Nio, I said it was a slam-dunk buy under $20. Now flirting with its lowest levels in 18 months, management better be buying back its stock. If it doesn’t, I will have to reassess my bullish opinion of NIO stock. Here’s why.NIO Stock Is Cheap Under $20As I stated on Feb. 3, Nio’s market capitalization on Jan. 31, 2021, was $82 billion, the same as Ford’s (NYSE:F) a year later. In 13 months, Nio’s market cap lost 64% of its value, while Ford’s gained more than 61%.Talk about two cars going in different directions. Ford’s printing money while Nio’s trying to get the attention of investors despite the fact it added 93,856 vehicles over 12 months through Jan. 31, an increase of 113%.What did Ford do over the same period?In the 12 months ended Dec. 31, 2021, its U.S. sales were down 6.8% to 1.91 million. Its European sales were down 9.9% to 878,648, and in China, it sold approximately 624,000 vehicles in 2021, a 3.7% year-over-year gain.According to pg. 5 of its 2021 10-K, it sold 4.2 million vehicles last year worldwide, 300,000 less than in 2020 and 1.3 million less than 2019. Over the previous three years, Ford has lost almost 1% market share worldwide. Yet it was the one getting the valuation bump, not Nio.It makes Little SenseIf you look at the two companies from an EV perspective and one considers the transition to electric a foregone conclusion — as I do despite — there is no question that Nio is giving as good as it gets on this front.Ford makes a big stink about its push into EVs. In its December 2021 U.S. sales press release, it highlights that, “Ford electrified vehicles grew 36% faster than the segment overall in 2021 while achieving new sales records for the month of December and all of 2021.”In the U.S., Ford sold 12,284 electrified vehicles, 121% higher than December 2020 and 4x faster than the overall segment in December. Yet its 10-K barely mentions any of this electrification excitement.Ford sold 27,000 EVs in 2021, while Nio delivered 91,429, 2.4x that amount.One last thing on the valuation front.Ford finished 2021 with $103.0 billion in net debt on its balance sheet. Nio ended 2021 with $3.8 billion in net cash. Yet Ford is the one with the pumped-up valuation?Look, I like the look of many of Ford’s newest vehicles — Mustang E-Mach, Bronco, and Maverick —  but I don’t get the difference between the two companies’ valuations.The Bottom LineIn the first nine months of 2021 through Sep. 30, Nio’s capital expenditures were $371 million. Annualize that, and it’s $494 million. So it’s got plenty of cash in reserve to handle a $1 billion buyback.At current prices — and assuming a 25% premium for moving the stock higher due to its share repurchases — it could buy back 38.57 million American Depositary Shares (ADSs), or 3.5% of the outstanding ADSs.It’s not a massive reduction, but it would signal to investors that enough is enough. Its shares are too cheap to mess around.Further, as Nio rolls out its fourth (ET7) and fifth vehicles, the cash flow generation will continue to accelerate, adding even more net cash to the balance sheet. Ford, in the meantime, will have to deliver near-perfection on the EV front if it ever wants to get a price-to-sales ratio above one.The announcement alone should help move the share price a few dollars higher. From where I sit, it seems like an intelligent capital allocation lever for management to pull at this point in the proceedings.I’ll be watching in the coming weeks for an announcement from the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030405398,"gmtCreate":1645772999287,"gmtModify":1676534063183,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"omegalul","listText":"omegalul","text":"omegalul","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030405398","repostId":"1101319850","repostType":4,"repost":{"id":"1101319850","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":1645713354,"share":"https://ttm.financial/m/news/1101319850?lang=&edition=fundamental","pubTime":"2022-02-24 22:35","market":"us","language":"en","title":"Moderna Jumped Nearly 7% in Morning Trading after Increasing 2022 Signed Advance Purchase Agreements to $19 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1101319850","media":"Tiger Newspress","summary":"Moderna jumped nearly 7% in morning trading after increasing 2022 signed advance purchase agreements","content":"<html><head></head><body><li>Moderna jumped nearly 7% in morning trading after increasing 2022 signed advance purchase agreements to approximately $19 billion.</li><li><img src=\"https://static.tigerbbs.com/9a058aff1d915f619707bb75fddbd2ef\" tg-width=\"769\" tg-height=\"567\" width=\"100%\" height=\"auto\"/></li><li></li><li>Moderna (MRNA) increased its 2022 signed advance purchase agreements to approximately $19 billion, with additional signed options of approximately $3 billion; numerous discussions ongoing with governments for the fall of 2022 and 2023</li></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>Moderna Jumped Nearly 7% in Morning Trading after Increasing 2022 Signed Advance Purchase Agreements to $19 Billion</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\">\nModerna Jumped Nearly 7% in Morning Trading after Increasing 2022 Signed Advance Purchase Agreements to $19 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-24 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><li>Moderna jumped nearly 7% in morning trading after increasing 2022 signed advance purchase agreements to approximately $19 billion.</li><li><img src=\"https://static.tigerbbs.com/9a058aff1d915f619707bb75fddbd2ef\" tg-width=\"769\" tg-height=\"567\" width=\"100%\" height=\"auto\"/></li><li></li><li>Moderna (MRNA) increased its 2022 signed advance purchase agreements to approximately $19 billion, with additional signed options of approximately $3 billion; numerous discussions ongoing with governments for the fall of 2022 and 2023</li></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101319850","content_text":"Moderna jumped nearly 7% in morning trading after increasing 2022 signed advance purchase agreements to approximately $19 billion.Moderna (MRNA) increased its 2022 signed advance purchase agreements to approximately $19 billion, with additional signed options of approximately $3 billion; numerous discussions ongoing with governments for the fall of 2022 and 2023","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030384951,"gmtCreate":1645633418698,"gmtModify":1676534047674,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Wot","listText":"Wot","text":"Wot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030384951","repostId":"1162681252","repostType":4,"repost":{"id":"1162681252","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":1645629911,"share":"https://ttm.financial/m/news/1162681252?lang=&edition=fundamental","pubTime":"2022-02-23 23:25","market":"us","language":"en","title":"Nasdaq, S&P 500 Index Turn Negative Early Wednesday After Opening Gains Fizzle","url":"https://stock-news.laohu8.com/highlight/detail?id=1162681252","media":"Tiger Newspress","summary":"Nasdaq Composite, Dow And S&P 500 Turn Negative Early Wednesday After Opening Gains Fizzle.Nasdaq Co","content":"<html><head></head><body><p>Nasdaq Composite, Dow And S&amp;P 500 Turn Negative Early Wednesday After Opening Gains Fizzle.</p><p>Nasdaq Composite down 0.3% at press time, S&amp;P 500 down 0.21%, Dow down 0.23%.</p><p><img src=\"https://static.tigerbbs.com/a0a029c15afe5356067a8c022d37ed9d\" tg-width=\"1080\" tg-height=\"476\" 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>Nasdaq, S&P 500 Index Turn Negative Early Wednesday After Opening Gains Fizzle</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq, S&P 500 Index Turn Negative Early Wednesday After Opening Gains Fizzle\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-23 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nasdaq Composite, Dow And S&amp;P 500 Turn Negative Early Wednesday After Opening Gains Fizzle.</p><p>Nasdaq Composite down 0.3% at press time, S&amp;P 500 down 0.21%, Dow down 0.23%.</p><p><img src=\"https://static.tigerbbs.com/a0a029c15afe5356067a8c022d37ed9d\" tg-width=\"1080\" tg-height=\"476\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162681252","content_text":"Nasdaq Composite, Dow And S&P 500 Turn Negative Early Wednesday After Opening Gains Fizzle.Nasdaq Composite down 0.3% at press time, S&P 500 down 0.21%, Dow down 0.23%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052956032,"gmtCreate":1655114128026,"gmtModify":1676535564100,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"why decrease price","listText":"why decrease price","text":"why decrease price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052956032","repostId":"1116831992","repostType":2,"repost":{"id":"1116831992","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":1655107305,"share":"https://ttm.financial/m/news/1116831992?lang=&edition=fundamental","pubTime":"2022-06-13 16:01","market":"us","language":"en","title":"Tesla Slid Over 2% in Premarket Trading After Filing for 3-for-1 Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=1116831992","media":"Tiger Newspress","summary":"Tesla slid over 2% in premarket trading after filing for3-for-1 stock split.Tesla filed for a 3-for-","content":"<html><head></head><body><p>Tesla slid over 2% in premarket trading after filing for3-for-1 stock split.</p><p><img src=\"https://static.tigerbbs.com/ec6569a165d7ba50e4f48330afa10f1b\" tg-width=\"769\" tg-height=\"564\" width=\"100%\" height=\"auto\"/></p><p>Tesla filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.</p><p>Moreover, Larry Ellison won&#39;t stand for re-election to the board, and the company will therefore reduce the board&#39;s composition to seven seats. Ellison and the board made that determination together in June, the company 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>Tesla Slid Over 2% in Premarket Trading After Filing for 3-for-1 Stock Split</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Slid Over 2% in Premarket Trading After Filing for 3-for-1 Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-13 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla slid over 2% in premarket trading after filing for3-for-1 stock split.</p><p><img src=\"https://static.tigerbbs.com/ec6569a165d7ba50e4f48330afa10f1b\" tg-width=\"769\" tg-height=\"564\" width=\"100%\" height=\"auto\"/></p><p>Tesla filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.</p><p>Moreover, Larry Ellison won&#39;t stand for re-election to the board, and the company will therefore reduce the board&#39;s composition to seven seats. Ellison and the board made that determination together in June, the company said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116831992","content_text":"Tesla slid over 2% in premarket trading after filing for3-for-1 stock split.Tesla filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.Moreover, Larry Ellison won't stand for re-election to the board, and the company will therefore reduce the board's composition to seven seats. Ellison and the board made that determination together in June, the company said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051589233,"gmtCreate":1654727789822,"gmtModify":1676535496949,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Nc","listText":"Nc","text":"Nc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051589233","repostId":"1141902851","repostType":4,"repost":{"id":"1141902851","kind":"news","pubTimestamp":1654701592,"share":"https://ttm.financial/m/news/1141902851?lang=&edition=fundamental","pubTime":"2022-06-08 23:19","market":"us","language":"en","title":"3 Top-Quality Growth Stocks To Buy Now And Hold For The Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=1141902851","media":"Seeking Alpha","summary":"SummaryThe market has punished growth stocks very hard, but it often pays to go against the herd at ","content":"<html><head></head><body><p>Summary</p><ul><li>The market has punished growth stocks very hard, but it often pays to go against the herd at such times.</li><li>Focusing on profitability and valuation is more important in such an environment, but you should do that properly for growth stocks.</li><li><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a> has a FCF margin of 27% and continues to grow fast. While its valuation looks expensive, looking forward, it&#39;s not outrageous.</li><li><a href=\"https://laohu8.com/S/DDOG\">Datadog</a> has a FCF margin of 34% and is similar to CrowdStrike. It can definitely grow into its valuation fast.</li><li>Maybe somewhat more surprising to some readers, <a href=\"https://laohu8.com/S/ROKU\">Roku</a> has a FCF margin of 15%, even with the supply-chain issues. It&#39;s the CTV leader in the US, Canada, Mexico and Latam and is already cheap now.</li></ul><p>Introduction</p><p>When the markets turn, you often see a lot of investors following the herd but it often pays to do exactly the opposite, although that may feel very uncomfortable over the short term. There is a lot of negativity out there, about themarkets in general and the economy.</p><p>Many already are fully convinced that we are heading for a recession. While this is possible, up to now, there are no signs yet. The Fed&#39;s Beige Book last week showed that 8 of the 12 Districts expect slowing growth in the future but at the moment, but just 3 thought there would be a recession coming. But all 12 still see growth right now. If a recession is not coming, we will see a great upswing in stock prices. But even if there will be a recession, a lot of that has already priced in. If it&#39;s a severe recession, there could of course be more downside, that&#39;s for sure, but that&#39;s also why I always scale in slowly over time, over years.</p><p>Because the markets (and interest rates) have changed, I think it&#39;s important to emphasize profitability more now. But, of course, we still look at the future and that&#39;s why you may be surprised that I still pick some &#34;expensive&#34; stocks. You&#39;ll see my reasoning, though.</p><p><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></p><p>CrowdStrike (CRWD) is a cybersecurity company that works through a cloud platform. Its competitive advantage is that it has a lightweight agent that makes sure your computer (or any other endpoint) doesn&#39;t slow down and you don&#39;t even have to reboot for installation or updates. It expands its Falcon platform very fast with new products and as a result, its dollar-based net retention rate is very high at more than 120% in every quarter since its IPO.</p><p>There is sometimes confusion between dollar-based net retention and dollar-based net expansion, therefore a fast explanation. You take your full set of customers at the end of Q1 2021 and you see what they spend. Let&#39;s say $100M to make it easy. With a dollar-based net retention rate, DBNRR, you measure how much the same customers spend right now, including customers that went away or went belly-up.</p><p>For a DBNRR of 120%, your customers have to spend 20% more than they did last year, even if you include the ones that are not customers anymore. For dollar-based net<i>expansion</i>rate, you only count the dollar amount of those who staid as customers. Net expansion rates make sense for companies where there are a lot of temporary customers, like political campaigners using Twilio (TWLO), for example. With net expansion numbers, you can have 120% and still see negative revenue growth and that&#39;s why DBNRR numbers are much clearer and it&#39;s so impressive that CrowdStrike has been seeing such high numbers.</p><p>The stock had held up pretty well even during this growth crash, as it&#39;s a fantastic company. But right now, it&#39;s down 42% from its highs, after being down more than 50% a few weeks ago.</p><p>Could the stock drop more? Of course, that&#39;s always possible. It still trades at a forward PS ratio (price to sales) of 15. In this environment, that is a premium. But unlike a lot of other companies, it&#39;s highly profitable. It had a Free Cash Flow of $604.3M in the trailing twelve months.</p><p>With a current market cap of almost $40B, that means that CrowdStrike still trades at a price to free cash flow level of about 65 times. Not cheap, of course, but you have to look at the company&#39;s growth profile here.</p><p>What I mean is that CrowdStrike had a free-cash-flow margin of 37% over the trailing twelve months. So I think the company can generate stable FCF of around 35% to 40%.</p><p>Looking at the earnings estimates for the next five years, you see that CrowdStrike is estimated to have $6.65B of revenue in 2026 (reporting in January 2027).</p><p><img src=\"https://static.tigerbbs.com/6f9f068c6fed5fb8d367341eb391627c\" tg-width=\"640\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/>With the company constantly beating the earnings, I think it&#39;s safe to say that it will be higher. Take $7B (and even that is still conservative). That would mean FCF between $2.5B and $2.8B. The 5-year P/FCF looks to be in the range of 10.7 and 12 then, and that for a company expected to grow for much longer at high speed.</p><p>If you want to put that in perspective, PepsiCo (PEP), a stable stalwart, had $6.3B of FCF on total revenue of $79.5B last year. That&#39;s an FCF margin of 8%. It trades at an estimated 2026 FCF multiple of around 30 times, much higher than CrowdStrike.</p><p>Which stock is expensive for long-term investors, then? Pepsi is just a random example that I took and I have nothing against the company. There are also dividends and buybacks involved, but I think that this shows you the context that what can look expensive by one metric (PS ratio) doesn&#39;t necessarily mean it is expensive for long-term investors.</p><p><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></p><p>Datadog (DDOG) is an observability platform. The software and hardware systems of companies become much more complex and you have to know exactly where something goes wrong or it&#39;s not 100% efficient. You could call what Datadog does Monitoring-as-a-Service. The company has innovated fast over the years. It started with infrastructure and the company added APM (app performance management) and logs, making it the first fully-functioning platform to unite these. It kept expanding its offerings with User Experience Monitoring and Security.</p><p><img src=\"https://static.tigerbbs.com/5628150f152a4438ce42d101a4e07106\" tg-width=\"640\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/>Datadog is also very free-cash-flow positive. In the trailing twelve months, it had $347.8M of FCF.</p><p>And the numbers are growing fast. These are the four last quarters:</p><p><img src=\"https://static.tigerbbs.com/ec20e9c931f682f5a4295baf9f981a8a\" tg-width=\"587\" tg-height=\"34\" referrerpolicy=\"no-referrer\"/>In the last quarter, Datadog had $363M in revenue. $126.3M divided by $363M means that Datadog has an FCF margin of 35%.</p><p>The consensus estimate for 2026 revenue is $5.56B.<img src=\"https://static.tigerbbs.com/e263e219b0065b9a38112ae581660db1\" tg-width=\"623\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>With Datadog&#39;s outperformance, I think $6B is definitely possible. If you take an FCF margin of 40% there, you get $2.4B. With a current market cap of around $27B, this means that the stock is trading at a 2026 FCF multiple estimates of around 11. I&#39;m a buyer here.</p><p><a href=\"https://laohu8.com/S/ROKU\">Roku</a></p><p>I&#39;m sure several readers will be surprised to see Roku (ROKU) here. Many have already given up on Roku, and I have heard so much negativity, including that it&#39;s a &#39;money-losing&#39; company. Google (GOOGL) (GOOG) would crush Roku! Well, it didn&#39;t. Google and Roku made a deal about both YouTube TV and YouTube in Q4 2021. Amazon (AMZN) would crush it! Well, it didn&#39;t. Amazon and Roku made a new deal about Amazon Prime and IMDb TV a few weeks ago.</p><p>Roku is much more powerful than most investors realize. You can&#39;t just ignore such a huge part of the American households. But in the meantime, the stock is down more than 80%, as if it&#39;s a failing company.</p><p>On top of that, Roku is now the #1 streaming platform in Canada andin Mexicoand it hasovertakenSamsung as the #1 in Latin America.</p><p><img src=\"https://static.tigerbbs.com/9990a5f49f8ba33d63936a98453cd85c\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/>52% of Americans that have CTV are on the Roku platform, according toe-marketerand that number keeps growing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bf9a98d068c5dc455efb9a228bf7eba\" tg-width=\"510\" tg-height=\"475\" referrerpolicy=\"no-referrer\"/><span>e-marketer</span></p><p>Amazon&#39;s Fire has a market share of 45% and Apple TV (AAPL) 13%. Yes, that&#39;s above 100% because quite a lot of people own several devices. When you look at streaming hours, Roku has 42% of the American market, while the number 2, Amazon Fire, only has 18%, so that&#39;s a big difference there.</p><p>I think a lot of people misjudge Roku, especially with how Netflix (NFLX) is struggling. But for Roku, it doesn&#39;t matter which content provider wins. Even more, now that Netflix considers having an ad-supported option, Roku could benefit from its former mother company. On top of that, Roku makes its own content or buys it for The Roku Channel, which it can monetize. Roku has shown that it can do this on the cheap. It acquired the bankrupt Quibi for what was rumored to be less than $100M. If that is true, they have probably made that money back very fast and then some.</p><p>In the trailing twelve months, Roku had an FCF of $403.2M.</p><p>With a current market cap of $12B, Roku trades at only 29.5 times its TTM FCF. With total sales of $2.9B in the same period, Roku has FCF margins of around 14%. These are the revenue estimates for the next few years:</p><p><img src=\"https://static.tigerbbs.com/b90b9e1ae3e8398abc85c6ffd2a69d2b\" tg-width=\"482\" tg-height=\"159\" referrerpolicy=\"no-referrer\"/></p><p>Let&#39;s be conservative and take $7.6B indeed, because Roku suffers from supply chain issues that probably won&#39;t be solved soon. Let&#39;s take a conservative 15% FCF margin for 2026 on that revenue. That&#39;s conservative because Roku gets 14% now under these very challenging circumstances. That means $1.15B in FCF for 2026 or just 10 times its current market cap.</p><p>Yes, there are supply chain issues right now for Roku, but there&#39;s also still a lot of potential for further growth..</p><h2>Conclusion</h2><p>Again, I want to stress that I&#39;m not a market timer and I scale in very slowly. Yes, these stocks can always drop more, no matter how much they have fallen already. I invest money every two weeks and I have ramped up that biweekly contribution recently. This environment is precisely when dollar-cost averaging can be at its most powerful!</p><p>Of course, there have been a lot of bad companies that have been subsidized by easy money and now, when the tide goes out, we can see who was swimming naked, to paraphrase Warren Buffett. But companies that dominate their growing industries and are free-cash-flow positive while they also keep growing their revenue at a fast rate are of high quality.</p><p>In the meantime, keep growing!</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>3 Top-Quality Growth Stocks To Buy Now And Hold For The Long Term</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top-Quality Growth Stocks To Buy Now And Hold For The Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516922-3-top-quality-growth-stocks-to-buy-now-and-hold-for-long><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe market has punished growth stocks very hard, but it often pays to go against the herd at such times.Focusing on profitability and valuation is more important in such an environment, but you...</p>\n\n<a href=\"https://seekingalpha.com/article/4516922-3-top-quality-growth-stocks-to-buy-now-and-hold-for-long\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","ROKU":"Roku Inc","DDOG":"Datadog"},"source_url":"https://seekingalpha.com/article/4516922-3-top-quality-growth-stocks-to-buy-now-and-hold-for-long","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141902851","content_text":"SummaryThe market has punished growth stocks very hard, but it often pays to go against the herd at such times.Focusing on profitability and valuation is more important in such an environment, but you should do that properly for growth stocks.CrowdStrike has a FCF margin of 27% and continues to grow fast. While its valuation looks expensive, looking forward, it's not outrageous.Datadog has a FCF margin of 34% and is similar to CrowdStrike. It can definitely grow into its valuation fast.Maybe somewhat more surprising to some readers, Roku has a FCF margin of 15%, even with the supply-chain issues. It's the CTV leader in the US, Canada, Mexico and Latam and is already cheap now.IntroductionWhen the markets turn, you often see a lot of investors following the herd but it often pays to do exactly the opposite, although that may feel very uncomfortable over the short term. There is a lot of negativity out there, about themarkets in general and the economy.Many already are fully convinced that we are heading for a recession. While this is possible, up to now, there are no signs yet. The Fed's Beige Book last week showed that 8 of the 12 Districts expect slowing growth in the future but at the moment, but just 3 thought there would be a recession coming. But all 12 still see growth right now. If a recession is not coming, we will see a great upswing in stock prices. But even if there will be a recession, a lot of that has already priced in. If it's a severe recession, there could of course be more downside, that's for sure, but that's also why I always scale in slowly over time, over years.Because the markets (and interest rates) have changed, I think it's important to emphasize profitability more now. But, of course, we still look at the future and that's why you may be surprised that I still pick some \"expensive\" stocks. You'll see my reasoning, though.CrowdStrikeCrowdStrike (CRWD) is a cybersecurity company that works through a cloud platform. Its competitive advantage is that it has a lightweight agent that makes sure your computer (or any other endpoint) doesn't slow down and you don't even have to reboot for installation or updates. It expands its Falcon platform very fast with new products and as a result, its dollar-based net retention rate is very high at more than 120% in every quarter since its IPO.There is sometimes confusion between dollar-based net retention and dollar-based net expansion, therefore a fast explanation. You take your full set of customers at the end of Q1 2021 and you see what they spend. Let's say $100M to make it easy. With a dollar-based net retention rate, DBNRR, you measure how much the same customers spend right now, including customers that went away or went belly-up.For a DBNRR of 120%, your customers have to spend 20% more than they did last year, even if you include the ones that are not customers anymore. For dollar-based netexpansionrate, you only count the dollar amount of those who staid as customers. Net expansion rates make sense for companies where there are a lot of temporary customers, like political campaigners using Twilio (TWLO), for example. With net expansion numbers, you can have 120% and still see negative revenue growth and that's why DBNRR numbers are much clearer and it's so impressive that CrowdStrike has been seeing such high numbers.The stock had held up pretty well even during this growth crash, as it's a fantastic company. But right now, it's down 42% from its highs, after being down more than 50% a few weeks ago.Could the stock drop more? Of course, that's always possible. It still trades at a forward PS ratio (price to sales) of 15. In this environment, that is a premium. But unlike a lot of other companies, it's highly profitable. It had a Free Cash Flow of $604.3M in the trailing twelve months.With a current market cap of almost $40B, that means that CrowdStrike still trades at a price to free cash flow level of about 65 times. Not cheap, of course, but you have to look at the company's growth profile here.What I mean is that CrowdStrike had a free-cash-flow margin of 37% over the trailing twelve months. So I think the company can generate stable FCF of around 35% to 40%.Looking at the earnings estimates for the next five years, you see that CrowdStrike is estimated to have $6.65B of revenue in 2026 (reporting in January 2027).With the company constantly beating the earnings, I think it's safe to say that it will be higher. Take $7B (and even that is still conservative). That would mean FCF between $2.5B and $2.8B. The 5-year P/FCF looks to be in the range of 10.7 and 12 then, and that for a company expected to grow for much longer at high speed.If you want to put that in perspective, PepsiCo (PEP), a stable stalwart, had $6.3B of FCF on total revenue of $79.5B last year. That's an FCF margin of 8%. It trades at an estimated 2026 FCF multiple of around 30 times, much higher than CrowdStrike.Which stock is expensive for long-term investors, then? Pepsi is just a random example that I took and I have nothing against the company. There are also dividends and buybacks involved, but I think that this shows you the context that what can look expensive by one metric (PS ratio) doesn't necessarily mean it is expensive for long-term investors.DatadogDatadog (DDOG) is an observability platform. The software and hardware systems of companies become much more complex and you have to know exactly where something goes wrong or it's not 100% efficient. You could call what Datadog does Monitoring-as-a-Service. The company has innovated fast over the years. It started with infrastructure and the company added APM (app performance management) and logs, making it the first fully-functioning platform to unite these. It kept expanding its offerings with User Experience Monitoring and Security.Datadog is also very free-cash-flow positive. In the trailing twelve months, it had $347.8M of FCF.And the numbers are growing fast. These are the four last quarters:In the last quarter, Datadog had $363M in revenue. $126.3M divided by $363M means that Datadog has an FCF margin of 35%.The consensus estimate for 2026 revenue is $5.56B.With Datadog's outperformance, I think $6B is definitely possible. If you take an FCF margin of 40% there, you get $2.4B. With a current market cap of around $27B, this means that the stock is trading at a 2026 FCF multiple estimates of around 11. I'm a buyer here.RokuI'm sure several readers will be surprised to see Roku (ROKU) here. Many have already given up on Roku, and I have heard so much negativity, including that it's a 'money-losing' company. Google (GOOGL) (GOOG) would crush Roku! Well, it didn't. Google and Roku made a deal about both YouTube TV and YouTube in Q4 2021. Amazon (AMZN) would crush it! Well, it didn't. Amazon and Roku made a new deal about Amazon Prime and IMDb TV a few weeks ago.Roku is much more powerful than most investors realize. You can't just ignore such a huge part of the American households. But in the meantime, the stock is down more than 80%, as if it's a failing company.On top of that, Roku is now the #1 streaming platform in Canada andin Mexicoand it hasovertakenSamsung as the #1 in Latin America.52% of Americans that have CTV are on the Roku platform, according toe-marketerand that number keeps growing.e-marketerAmazon's Fire has a market share of 45% and Apple TV (AAPL) 13%. Yes, that's above 100% because quite a lot of people own several devices. When you look at streaming hours, Roku has 42% of the American market, while the number 2, Amazon Fire, only has 18%, so that's a big difference there.I think a lot of people misjudge Roku, especially with how Netflix (NFLX) is struggling. But for Roku, it doesn't matter which content provider wins. Even more, now that Netflix considers having an ad-supported option, Roku could benefit from its former mother company. On top of that, Roku makes its own content or buys it for The Roku Channel, which it can monetize. Roku has shown that it can do this on the cheap. It acquired the bankrupt Quibi for what was rumored to be less than $100M. If that is true, they have probably made that money back very fast and then some.In the trailing twelve months, Roku had an FCF of $403.2M.With a current market cap of $12B, Roku trades at only 29.5 times its TTM FCF. With total sales of $2.9B in the same period, Roku has FCF margins of around 14%. These are the revenue estimates for the next few years:Let's be conservative and take $7.6B indeed, because Roku suffers from supply chain issues that probably won't be solved soon. Let's take a conservative 15% FCF margin for 2026 on that revenue. That's conservative because Roku gets 14% now under these very challenging circumstances. That means $1.15B in FCF for 2026 or just 10 times its current market cap.Yes, there are supply chain issues right now for Roku, but there's also still a lot of potential for further growth..ConclusionAgain, I want to stress that I'm not a market timer and I scale in very slowly. Yes, these stocks can always drop more, no matter how much they have fallen already. I invest money every two weeks and I have ramped up that biweekly contribution recently. This environment is precisely when dollar-cost averaging can be at its most powerful!Of course, there have been a lot of bad companies that have been subsidized by easy money and now, when the tide goes out, we can see who was swimming naked, to paraphrase Warren Buffett. But companies that dominate their growing industries and are free-cash-flow positive while they also keep growing their revenue at a fast rate are of high quality.In the meantime, keep growing!","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051818917,"gmtCreate":1654662285839,"gmtModify":1676535488368,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"al","listText":"al","text":"al","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051818917","repostId":"1135534661","repostType":4,"repost":{"id":"1135534661","kind":"news","pubTimestamp":1654659603,"share":"https://ttm.financial/m/news/1135534661?lang=&edition=fundamental","pubTime":"2022-06-08 11:40","market":"us","language":"en","title":"Amazon: Dark Clouds On The Horizon","url":"https://stock-news.laohu8.com/highlight/detail?id=1135534661","media":"Seeking Alpha","summary":"SummaryA deep dive into Amazon points to dark \"clouds\" on the horizon.Amazon continues to invest for","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A deep dive into Amazon points to dark &#34;clouds&#34; on the horizon.</li><li>Amazon continues to invest for the long term, but inflation is squeezing the e-commerce business.</li><li>We argue growth will struggle to justify the current valuation. We see returns of just 4% per annum for long-term shareholders.</li></ul><p><b>The Thesis</b></p><p>Amazon (NASDAQ:AMZN) has been an outstanding investment over the past decade, operating with huge industry tailwinds and a brilliant CEO. However, the margin of safety has dissipated, and Jeff Bezos is selling shares. We argue growth may disappoint investors, resulting in returns of just 4% per annum over the next decade.</p><p><b>An Inflationary Squeeze</b></p><p>Amazon was a COVID-19 beneficiary. A bunch of consumers trapped at home with nothing to do but shop online turned out to be a boon for business. Low oil prices and low employee wages also helped Amazon to report record profits.</p><p>Unfortunately for Amazon, high oil prices and higher employee wages are having just the opposite effect. On top of these expenses, Amazon is also investing in commercial vans, cargo planes, and streaming content. The latter is especially strange. Amazon Prime customers probably like their Prime Video content, if they even know it is there. But, the company spent $13 billion of investors&#39; money on new streaming content in 2021. The company&#39;s also been buying depreciating assets (Vans and planes) at an alarming rate. Sure, this may increase the speed of e-commerce delivery, but it is also burning shareholder cash.</p><p>As a result, Amazon&#39;s operating cash flows have fallen off a cliff:</p><p><img src=\"https://static.tigerbbs.com/8d83b15e2d8b18e542cf17d41101e259\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YChartsLong-Term Value Creation<img src=\"https://static.tigerbbs.com/f28e50388d34c2dd3918e1d38e4287db\" tg-width=\"640\" tg-height=\"205\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Amazon&#39;s Revenue Streams (Annual Report)</p><p>Amazon is made up of two core businesses, e-commerce and cloud. Within e-commerce, you have several different parts like Amazon Prime, advertising, 3rd party services, and online stores. Apart from these core businesses, you have a huge collection of other subsidiaries such as Audible, IMDb, Alexa, MGM, and Whole Foods.</p><p>AWS has really saved Amazon. The cloud segment accounted for nearly 75% of Amazon&#39;s operating income in 2021. AWS is exceptionally profitable. This has allowed Amazon to continue to invest in e-commerce, which has much lower margins, but a long runway. Almost no one saw AWS coming a decade ago, which is why AMZN stock has made such tremendous gains since. With the enormous profit margins enjoyed by AWS and Microsoft Azure, you may ask, &#34;Where&#39;s the price competition?&#34; It would be reasonable to assume that capitalism will eventually rear its ugly head again, and cause competition to increase in this fast growing, high profit business.</p><p>E-commerce is a promising business, despite how capital intensive Amazon has made it of late. Amazon has focused more on its moat than its profitability for a long time and the strategy has worked. The company has a tremendous e-commerce market share in North America and globally. In 2020, Amazon accounted for 13% of the e-commerce goods transacted globally, trailing only Alibaba (BABA) at 25%. In the very long-term, one can imagine e-commerce being much more efficient than it is today. With innovations in artificial intelligence and battery technology, there could one day be self-driving, unmanned, electric vehicles delivering packages right to your doorstep.</p><p><b>Amazon&#39;s Future Growth</b></p><p>The global cloud computing industry is expected to grow at 15.7% per annum until 2030. It&#39;s hard to imagine Amazon increasing its cloud market share from here. Amazon holds a 33% market share in global cloud.</p><p><img src=\"https://static.tigerbbs.com/1d7ec5dcc7cacec3368c8d90f8227ed7\" tg-width=\"640\" tg-height=\"640\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Global Cloud Market Share (Statista)</p><p>Globally, retail e-commerce sales are expect to continue to grow, albeit at a slower clip of about 10.7%, stretching out to 2025. However, Amazon could outgrow this industry as it expands globally and improves margins.</p><p><img src=\"https://static.tigerbbs.com/20896badcbdf283bbea75854ce8ffa76\" tg-width=\"559\" tg-height=\"477\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Global Retail E-Commerce Sales</p><p>Speaking of margins, AWS had an operating margin of 30% in 2021. But, excluding AWS, Amazon&#39;soperating marginwas only 1.5%.</p><p>Below are Amazon&#39;s margins from 2003-2022:</p><p><img src=\"https://static.tigerbbs.com/0a1e98d620cb3532374160417664dec5\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>In ten years&#39; time, we expect lower margins for AWS. Cloud has been a fantastic place to be, but in capitalism, large profits attract competitors. It should prove difficult to have an enduring moat in cloud computing. We would compare the industry to that of semiconductors, where you need to have a technological edge to stay ahead. The industry should also prove to be cyclical in the long-run as price competition enters.</p><p>In Amazon&#39;s e-commerce business, on the other hand, we see margins increasing. Amazon has clear competitive advantages in e-commerce including its brand, scale, delivery, and ecosystem. Not only will technological advances help the margins of this business, but Amazon&#39;s subscriptions, advertising, and 3rd party services should grow organically with little capital investment.</p><p>Putting all of this information together, we are projecting Amazon to grow its trailing 12 month net income at 16% annualized over the next decade. This means the company should have a 2032 profit of $94 billion.</p><p><b>The Valuation</b></p><p>Our 2032 price target for AMZN is $185 per share, implying a return of just 4% per annum. Amazon has no working capital on its balance sheet and will need to continue to invest to engender its growth. Shares outstanding should remain around the same level in 2032, at10.17 billion. With $94 billion of profit, we get earnings per share of $9.24. We have assigned a terminal multiple of 20 for what will be a more mature business in a decades&#39; time.</p><p><b>Conclusion</b></p><p>Amazon is an outstanding business and will be for many years to come. However, a stretched valuation, increased competition, and slowing growth are clouds on the horizon.</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>Amazon: Dark Clouds On The Horizon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: Dark Clouds On The Horizon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516818-amazon-dark-clouds-horizon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA deep dive into Amazon points to dark \"clouds\" on the horizon.Amazon continues to invest for the long term, but inflation is squeezing the e-commerce business.We argue growth will struggle to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516818-amazon-dark-clouds-horizon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4516818-amazon-dark-clouds-horizon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135534661","content_text":"SummaryA deep dive into Amazon points to dark \"clouds\" on the horizon.Amazon continues to invest for the long term, but inflation is squeezing the e-commerce business.We argue growth will struggle to justify the current valuation. We see returns of just 4% per annum for long-term shareholders.The ThesisAmazon (NASDAQ:AMZN) has been an outstanding investment over the past decade, operating with huge industry tailwinds and a brilliant CEO. However, the margin of safety has dissipated, and Jeff Bezos is selling shares. We argue growth may disappoint investors, resulting in returns of just 4% per annum over the next decade.An Inflationary SqueezeAmazon was a COVID-19 beneficiary. A bunch of consumers trapped at home with nothing to do but shop online turned out to be a boon for business. Low oil prices and low employee wages also helped Amazon to report record profits.Unfortunately for Amazon, high oil prices and higher employee wages are having just the opposite effect. On top of these expenses, Amazon is also investing in commercial vans, cargo planes, and streaming content. The latter is especially strange. Amazon Prime customers probably like their Prime Video content, if they even know it is there. But, the company spent $13 billion of investors' money on new streaming content in 2021. The company's also been buying depreciating assets (Vans and planes) at an alarming rate. Sure, this may increase the speed of e-commerce delivery, but it is also burning shareholder cash.As a result, Amazon's operating cash flows have fallen off a cliff:Data by YChartsLong-Term Value CreationAmazon's Revenue Streams (Annual Report)Amazon is made up of two core businesses, e-commerce and cloud. Within e-commerce, you have several different parts like Amazon Prime, advertising, 3rd party services, and online stores. Apart from these core businesses, you have a huge collection of other subsidiaries such as Audible, IMDb, Alexa, MGM, and Whole Foods.AWS has really saved Amazon. The cloud segment accounted for nearly 75% of Amazon's operating income in 2021. AWS is exceptionally profitable. This has allowed Amazon to continue to invest in e-commerce, which has much lower margins, but a long runway. Almost no one saw AWS coming a decade ago, which is why AMZN stock has made such tremendous gains since. With the enormous profit margins enjoyed by AWS and Microsoft Azure, you may ask, \"Where's the price competition?\" It would be reasonable to assume that capitalism will eventually rear its ugly head again, and cause competition to increase in this fast growing, high profit business.E-commerce is a promising business, despite how capital intensive Amazon has made it of late. Amazon has focused more on its moat than its profitability for a long time and the strategy has worked. The company has a tremendous e-commerce market share in North America and globally. In 2020, Amazon accounted for 13% of the e-commerce goods transacted globally, trailing only Alibaba (BABA) at 25%. In the very long-term, one can imagine e-commerce being much more efficient than it is today. With innovations in artificial intelligence and battery technology, there could one day be self-driving, unmanned, electric vehicles delivering packages right to your doorstep.Amazon's Future GrowthThe global cloud computing industry is expected to grow at 15.7% per annum until 2030. It's hard to imagine Amazon increasing its cloud market share from here. Amazon holds a 33% market share in global cloud.Global Cloud Market Share (Statista)Globally, retail e-commerce sales are expect to continue to grow, albeit at a slower clip of about 10.7%, stretching out to 2025. However, Amazon could outgrow this industry as it expands globally and improves margins.Global Retail E-Commerce SalesSpeaking of margins, AWS had an operating margin of 30% in 2021. But, excluding AWS, Amazon'soperating marginwas only 1.5%.Below are Amazon's margins from 2003-2022:Data by YChartsIn ten years' time, we expect lower margins for AWS. Cloud has been a fantastic place to be, but in capitalism, large profits attract competitors. It should prove difficult to have an enduring moat in cloud computing. We would compare the industry to that of semiconductors, where you need to have a technological edge to stay ahead. The industry should also prove to be cyclical in the long-run as price competition enters.In Amazon's e-commerce business, on the other hand, we see margins increasing. Amazon has clear competitive advantages in e-commerce including its brand, scale, delivery, and ecosystem. Not only will technological advances help the margins of this business, but Amazon's subscriptions, advertising, and 3rd party services should grow organically with little capital investment.Putting all of this information together, we are projecting Amazon to grow its trailing 12 month net income at 16% annualized over the next decade. This means the company should have a 2032 profit of $94 billion.The ValuationOur 2032 price target for AMZN is $185 per share, implying a return of just 4% per annum. Amazon has no working capital on its balance sheet and will need to continue to invest to engender its growth. Shares outstanding should remain around the same level in 2032, at10.17 billion. With $94 billion of profit, we get earnings per share of $9.24. We have assigned a terminal multiple of 20 for what will be a more mature business in a decades' time.ConclusionAmazon is an outstanding business and will be for many years to come. However, a stretched valuation, increased competition, and slowing growth are clouds on the horizon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051171558,"gmtCreate":1654656658774,"gmtModify":1676535487110,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051171558","repostId":"2241968820","repostType":4,"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059885941,"gmtCreate":1654330249683,"gmtModify":1676535432875,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"bananna","listText":"bananna","text":"bananna","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059885941","repostId":"1193515947","repostType":4,"repost":{"id":"1193515947","kind":"news","pubTimestamp":1654223533,"share":"https://ttm.financial/m/news/1193515947?lang=&edition=fundamental","pubTime":"2022-06-03 10:32","market":"us","language":"en","title":"Apple: VR/AR Headset, China’s Reopening Could Boost Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1193515947","media":"TipRanks","summary":"Story HighlightsApple stock is looking to reverse after a violent plunge into bear-market territory.","content":"<div>\n<p>Story HighlightsApple stock is looking to reverse after a violent plunge into bear-market territory. With a VR/AR headset in the pipeline and China ready to reopen for summer, it’s hard to ignore the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-vr-ar-headset-chinas-reopening-could-boost-shares/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: VR/AR Headset, China’s Reopening Could Boost Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: VR/AR Headset, China’s Reopening Could Boost Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/apple-vr-ar-headset-chinas-reopening-could-boost-shares/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsApple stock is looking to reverse after a violent plunge into bear-market territory. With a VR/AR headset in the pipeline and China ready to reopen for summer, it’s hard to ignore the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-vr-ar-headset-chinas-reopening-could-boost-shares/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.tipranks.com/news/article/apple-vr-ar-headset-chinas-reopening-could-boost-shares/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193515947","content_text":"Story HighlightsApple stock is looking to reverse after a violent plunge into bear-market territory. With a VR/AR headset in the pipeline and China ready to reopen for summer, it’s hard to ignore the potential catalysts that could propel shares back to all-time highs.Apple (AAPL) stock is attempting to stage a rebound from a brutal plunge into bear-market territory. Though the iPhone maker found itself in the minority group of FAANG stocks that clocked in stellar quarterly results this earnings season, the stock could not hold its own with the S&P 500 (SPX) plunging as fast as it was.However, on TipRanks, AAPL receives a Smart Score rating of 9 out of 10, indicating that there is a high chance for the stock to outperform the broader market.Though Apple’s latest round of results was extraordinary, the cautious guidance caused investors to throw in the towel. More supply-chain constraints are expected to hit Apple’s June quarterly revenues by as much as $8 billion. COVID-19 lockdowns in China have weighed heavily on many firms.Although Apple did a great job navigating through similar disruptions in the past, China’s zero-COVID policy adds a considerable layer of uncertainty to an already hazy macro environment.Could the coming $4-8 billion sales hit be one of many from flip-flopping lockdowns in China? Or could the worst already be in the rear-view mirror, with Shanghai scheduled to lift lockdowns on June 1?It’s impossible to tell at this juncture, but it’s hard to imagine a scenario where Apple won’t be able to make up for lost sales in a future quarter once operations are back up to full speed.As Apple looks to get operations back in order, the company has another potential catalyst up its sleeve that could power the stock higher: the VR/AR headset. Reportedly, Apple demoed its headset to the board of directors. Little is known about specifics, but showcasing the cutting-edge device in private could signify that it’s almost ready for prime time.Though metaverse (or omniverse) hype has faded, with Meta Platforms (FB) and other tech stocks plunging violently in response to rising interest rates, Apple’s headset could reignite excitement in a hurry. Undoubtedly, it’s been such a long time since Apple unveiled something to the magnitude of the original iPhone. Its mixed-reality headset could be the device that takes the metaverse concept and runs with it.With China’s lockdowns scheduled to lift for summer and a VR/AR headset that could be less than a year from launch, I remain bullish on Apple stock.VR/AR Headset Could Have a Sizeable Impact on Apple StockApple’s VR/AR headset went from an exciting rumor to something that could help take the stock to the next level. Undoubtedly, Apple is unlikely to demo something to its board of directors until it has a relatively-polished product on its hands.With the recent trademarking of “reality OS,” Apple’s next game-changing device feels as close as ever. Indeed, it’s an exciting time to be an Apple investor, with the stock down around 17% from its all-time high, given how material the mixed-reality headset could be.Even if the VR/AR headset has entered its advanced stages, it’s difficult to forecast when Apple will pull the curtain on its latest innovation.The company’s annual WWDC (Worldwide Developers Conference) is just a few days away. Though the conference unveils many cutting-edge innovations, it’s unlikely that the VR/AR headset will be unveiled at such an event. The device could land in the back half of 2022. Further, I wouldn’t be surprised if the company needs time to add more polish.Should Meta be Scared as Apple Looks to Reinvent the VR/AR Headset?Currently, Meta is one of the go-to metaverse plays for investors. CEO Mark Zuckerberg has not shied away from its plans and intentions. Its Oculus Quest and Cambria headsets aim to be one of the top devices in the VR/AR headset market. However, there are many other challengers already, including HTC and Valve. Nonetheless, it’s arguable that Meta has the edge, given its deep pockets and renewed focus.Still, it’s tough to get excited about Meta and the current state of its metaverse lineup. Meta’s VR-based social platform Horizon Worlds recently eclipsed 300,000 users, with impressive growth since its launch.As Apple aims to reinvent the VR and AR experience, with its more than 1 billion active iPhone users, it could easily take away the shine from Meta.For now, the last thing Apple CEO Tim Cook should do is rush his efforts, as Zuckerberg did. Only when the device and software are ready to impress will Cook give the green light for launch.Wall Street’s TakeTurning to Wall Street, AAPL stock comes in as a Strong Buy. Out of 27 analyst ratings, there are 21 Buys and six Hold recommendations.The average Apple price target is $186.61 implying an upside potential of 23.4%. Analyst price targets range from a low of $160.00 per share to a high of $210.00 per share.The Bottom Line on Apple StockAfter a steep valuation reset, Apple stock trades at 24.6 times trailing earnings. That’s a price that’s too cheap to pass up, given the VR/AR headset in the pipeline and the alleviation of COVID-19 supply-chain disruptions likely to accompany the lifting of lockdowns in China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027407420,"gmtCreate":1654060727660,"gmtModify":1676535387776,"author":{"id":"4106565716755230","authorId":"4106565716755230","name":"Frederik","avatar":"https://static.itradeup.com/news/342a566a0def55064013b6ec4aefc640","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106565716755230","authorIdStr":"4106565716755230"},"themes":[],"htmlText":"Bruh","listText":"Bruh","text":"Bruh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027407420","repostId":"2239439172","repostType":4,"repost":{"id":"2239439172","kind":"highlight","pubTimestamp":1654049393,"share":"https://ttm.financial/m/news/2239439172?lang=&edition=fundamental","pubTime":"2022-06-01 10:09","market":"us","language":"en","title":"Why It Makes Sense That Apple Is Warren Buffett's Largest Holding","url":"https://stock-news.laohu8.com/highlight/detail?id=2239439172","media":"Motley Fool","summary":"There's a lot to love about this Berkshire Hathaway holding.","content":"<html><head></head><body><p>Investors can&#39;t seem to get enough of Warren Buffett and his investing strategy. After all, the Oracle of Omaha is one of the most affluent investors of all time, as evident by the success of his multinational holding company, <b>Berkshire Hathaway</b>. If you take a look at Berkshire&#39;s investment portfolio, you&#39;ll notice that roughly 40% of its value is in just one stock, <b>Apple</b>. Berkshire&#39;s Apple stock is worth about $128 billion.</p><p>So, why does Buffett love Apple so much? Here are three reasons Apple is Berkshire&#39;s largest holding.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4ad8c326ec267647ab1dbca80bdaf68\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Consistent and predictable financials</h2><p>Apple has one of the most resilient businesses in the world and this is helping it shine today. While many big tech companies have posted weaker-than-expected quarterly reports recently -- owing to a range of macro and company-specific headwinds -- Apple was firing on all cylinders in its most recent quarter.</p><p>The company&#39;s $97.3 billion in total sales climbed 8.6% year over year and beat Wall Street estimates by 3.5%, and its $1.52 earnings per share finished ahead of consensus forecasts by 6.3%. While the 6.6% expansion in its core product business, i.e., iPhone, iPad, Mac, and wearables, Home, and accessories, was solid, it was the company&#39;s services segment that wore the crown for most-robust growth. The services category surged 17% to a record $19.8 billion, serving as the primary catalyst for growth with both big growth and big margins.</p><p>&#34;These impressive results reflect the impact of our continued investment in improving and expanding our services portfolio and the positive momentum that we&#39;re seeing on many fronts,&#34; said CFO Luca Maestri during the quarterly call with analysts. The services segment includes the App Store, iTunes, Apple Pay, iCloud, and AppleCare.</p><p>For the full fiscal year 2022, analysts are modeling a top line of $394.2 billion and earnings of $6.15 a share, translating to 8% and 10% growth year over year, respectively. Apple&#39;s popular product business and growing services segment position the technology giant well.</p><h2>2. The ability to generate cash</h2><p>Buffett once said, &#34;Cash is to a business as oxygen is to an individual.&#34; Apple certainly embodies that. The company has a cash position of $28.1 billion and is practically a money-printing machine. In the past 12 months, it generated $105.8 billion in free cash flow (FCF), and the three-year levered FCF compound annual growth rate is 13%.</p><p>Having a large cash position is beneficial for several reasons. First, it enables a company to meet all of its obligations and provides security in the case of unexpected economic events.</p><p>Equally important, it allows the company to reward shareholders via dividends and stock buybacks and allows reinvestment into the business. Recently, Apple&#39;s board of directors approved a 5% boost in its quarterly dividend, up to $0.23 a share -- the stock is yielding less than 1% at its current price -- and authorized an increase of $90 billion to the company&#39;s share repurchase plan.  In short, a sizable cash position offers peak stability and financial flexibility, two key traits that Buffett looks for in a stock.</p><h2>3. A wide economic moat and brand recognition</h2><p>The power of the brand is often a key driver of a company&#39;s success. According to <i>Forbes</i>, Apple is the most valuable brand in the world. Apple&#39;s level of recognition helped it generate $386 billion in trailing-12-month revenue as of late March and capture just more than 50% of the smartphone market in the United States last year.</p><p>Today, the iPhone maker&#39;s $2.3 trillion market capitalization equates to 11% of the United States&#39; 2020 GDP and is on par with that of the United Kingdom. Apple locks users into its ecosystem and has a strong economic moat. It&#39;s created a strong love for its products and routinely introduces new ones. This leads to more predictability for investors and a very durable business for Apple, regardless of the economic climate. For Buffett, an investor who seeks out companies with wide and long-lasting moats, Apple is the perfect stock to sit atop the Berkshire portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why It Makes Sense That Apple Is Warren Buffett's Largest Holding</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 It Makes Sense That Apple Is Warren Buffett's Largest Holding\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-01 10:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/31/why-it-makes-sense-that-apple-is-warren-buffetts-l/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors can't seem to get enough of Warren Buffett and his investing strategy. After all, the Oracle of Omaha is one of the most affluent investors of all time, as evident by the success of his ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/31/why-it-makes-sense-that-apple-is-warren-buffetts-l/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/05/31/why-it-makes-sense-that-apple-is-warren-buffetts-l/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239439172","content_text":"Investors can't seem to get enough of Warren Buffett and his investing strategy. After all, the Oracle of Omaha is one of the most affluent investors of all time, as evident by the success of his multinational holding company, Berkshire Hathaway. If you take a look at Berkshire's investment portfolio, you'll notice that roughly 40% of its value is in just one stock, Apple. Berkshire's Apple stock is worth about $128 billion.So, why does Buffett love Apple so much? Here are three reasons Apple is Berkshire's largest holding.Image source: Getty Images.1. Consistent and predictable financialsApple has one of the most resilient businesses in the world and this is helping it shine today. While many big tech companies have posted weaker-than-expected quarterly reports recently -- owing to a range of macro and company-specific headwinds -- Apple was firing on all cylinders in its most recent quarter.The company's $97.3 billion in total sales climbed 8.6% year over year and beat Wall Street estimates by 3.5%, and its $1.52 earnings per share finished ahead of consensus forecasts by 6.3%. While the 6.6% expansion in its core product business, i.e., iPhone, iPad, Mac, and wearables, Home, and accessories, was solid, it was the company's services segment that wore the crown for most-robust growth. The services category surged 17% to a record $19.8 billion, serving as the primary catalyst for growth with both big growth and big margins.\"These impressive results reflect the impact of our continued investment in improving and expanding our services portfolio and the positive momentum that we're seeing on many fronts,\" said CFO Luca Maestri during the quarterly call with analysts. The services segment includes the App Store, iTunes, Apple Pay, iCloud, and AppleCare.For the full fiscal year 2022, analysts are modeling a top line of $394.2 billion and earnings of $6.15 a share, translating to 8% and 10% growth year over year, respectively. Apple's popular product business and growing services segment position the technology giant well.2. The ability to generate cashBuffett once said, \"Cash is to a business as oxygen is to an individual.\" Apple certainly embodies that. The company has a cash position of $28.1 billion and is practically a money-printing machine. In the past 12 months, it generated $105.8 billion in free cash flow (FCF), and the three-year levered FCF compound annual growth rate is 13%.Having a large cash position is beneficial for several reasons. First, it enables a company to meet all of its obligations and provides security in the case of unexpected economic events.Equally important, it allows the company to reward shareholders via dividends and stock buybacks and allows reinvestment into the business. Recently, Apple's board of directors approved a 5% boost in its quarterly dividend, up to $0.23 a share -- the stock is yielding less than 1% at its current price -- and authorized an increase of $90 billion to the company's share repurchase plan.  In short, a sizable cash position offers peak stability and financial flexibility, two key traits that Buffett looks for in a stock.3. A wide economic moat and brand recognitionThe power of the brand is often a key driver of a company's success. According to Forbes, Apple is the most valuable brand in the world. Apple's level of recognition helped it generate $386 billion in trailing-12-month revenue as of late March and capture just more than 50% of the smartphone market in the United States last year.Today, the iPhone maker's $2.3 trillion market capitalization equates to 11% of the United States' 2020 GDP and is on par with that of the United Kingdom. Apple locks users into its ecosystem and has a strong economic moat. It's created a strong love for its products and routinely introduces new ones. This leads to more predictability for investors and a very durable business for Apple, regardless of the economic climate. For Buffett, an investor who seeks out companies with wide and long-lasting moats, Apple is the perfect stock to sit atop the Berkshire portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}