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2022-11-10

Gg

Binance Backs Out of FTX Rescue, Citing Finances, Investigations

2022-11-04

Hao

Tesla: Don't Be Fooled By This Bear Market Rally

2022-11-03

K

Palantir: A Bargain Heading Into Q3 Earnings

2022-11-02

K

Pfizer Shares Gained 2% in Morning Trading

2022-10-12

Huat

Tesla Is A Bargain With Optimus And Recent Events

2022-10-04

Gogo

Tesla’s Q3 Deliveries Fell Short, Now What?

2022-09-28

Jiayou

Elon Musk's Deposition in Twitter Litigation Rescheduled for Oct. 6-7

2022-09-27

To the moon

Better Buy: Tesla Stock or the Entire Nasdaq?

2022-09-24

Ok

Why Tesla Dropped Over 4% Friday

2022-09-23

Lol

Sorry, the original content has been removed

2022-09-20

Lol

Grab: Another Top Southeast Asian Growth Stock

2022-09-17

Ok

EV Stocks Slumped in Morning Trading

2022-09-09

Nice

Apple and Elon Musk Discussed a Partnership

2022-09-08

Good

Elon Musk Wins Request to Add Whistleblower Complaint To Twitter Case, But Is Denied Trial Delay

2022-09-08

Gg

QQQ: The Nasdaq 100 Declines May Have Only Just Begun

2022-09-08

Sure?

Prediction: These 2 Growth Stocks Could Soar 500% by 2032

2022-09-07

$Palantir Technologies Inc.(PLTR)$shag

2022-09-06

Go

Tesla Steps up Recruiting in Thailand As EV Competition Heats up

2022-09-01

Huat

Tesla Improves Delivery Turnaround Time in China for Some Model Ys

2022-09-01

Gg

Powell Abandons Soft Landing Goal as He Seeks Growth Recession

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06:35","market":"fut","language":"en","title":"Binance Backs Out of FTX Rescue, Citing Finances, Investigations","url":"https://stock-news.laohu8.com/highlight/detail?id=1110949142","media":"Bloomberg","summary":"Crypto exchange reverses decision a day after announcing itFTX customers could now be on the hook fo","content":"<html><head></head><body><ul><li>Crypto exchange reverses decision a day after announcing it</li><li>FTX customers could now be on the hook for steep losses</li></ul><p>Changpeng “CZ” Zhao walked away from his bailout for Sam Bankman-Fried’s FTX.com almost as quickly as he offered a rescue.</p><p>“Our hope was to be able to support FTX’s customers to provide liquidity, but the issues are beyond our control or ability to help,” Binance, the crypto exchange founded by Zhao, said in a statement.</p><p>An FTX spokesperson declined to comment.</p><p>It became evident in a matter of hours that rescuing FTX would be a tall order for Binance. Its executives found themselves staring into a financial black hole -- a gap between liabilities and assets at FTX that’s probably in the billions, and possibly more than $6 billion, according to a person familiar with the matter.</p><p>On top of that, US regulators are circling FTX, investigating whether the firm properly handled customer funds, as well as its relationship with other parts of Bankman-Fried’s crypto empire, including his trading house Alameda Research, Bloomberg News reported Wednesday.</p><p>Zhao himself admitted there was no“master plan”to take over FTX. His about-face leaves the fate of the beleaguered exchange and its clients uncertain and sparked renewed concerns about contagion risks across the crypto industry. Digital assets tumbled anew, with Bitcoin falling below $16,000 after Binance’s announcement.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21d5626bc958849f1144c4e14fcfd3ea\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Changpeng ZhaoPhotographer: Zed Jameson/Bloomberg</span></p><p>“As a result of corporate due diligence, as well as the latest news reports regarding mishandled customer funds and alleged US agency investigations, we have decided that we will not pursue the potential acquisition of FTX.com,” Binance said in the statement.</p><p>For crypto investors, the stakes are high for what happens next. The downfall of Bankman-Fried, the industry’s onetime 30-year-old wunderkind, has cast doubt about which institutions are safe in the still-loosely regulated market.</p><p>While Bankman-Fried is barely a billionaire anymore, Zhao remains the richest person in crypto, with a fortune estimated at $16.4 billion by the Bloomberg Billionaires Index. But even Zhao hasn’t been immune to tumbling crypto prices: His net worth peaked at $97 billion in January.</p><p>Coinbase Chief Executive Officer Brian Armstrong said Tuesday in a Bloomberg TV interview that if the deal with Binance fell through, it would likely mean FTX customers would take losses.</p><p>“That’s a not a good thing for anybody,” he said.</p><p>For crypto market prices: CRYP; for top crypto news: TOP CRYPTO.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Binance Backs Out of FTX Rescue, Citing Finances, Investigations</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\">\nBinance Backs Out of FTX Rescue, Citing Finances, Investigations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 06:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-09/binance-seen-likely-to-balk-at-ftx-deal-after-spotting-deep-hole?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto exchange reverses decision a day after announcing itFTX customers could now be on the hook for steep lossesChangpeng “CZ” Zhao walked away from his bailout for Sam Bankman-Fried’s FTX.com ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-09/binance-seen-likely-to-balk-at-ftx-deal-after-spotting-deep-hole?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-09/binance-seen-likely-to-balk-at-ftx-deal-after-spotting-deep-hole?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110949142","content_text":"Crypto exchange reverses decision a day after announcing itFTX customers could now be on the hook for steep lossesChangpeng “CZ” Zhao walked away from his bailout for Sam Bankman-Fried’s FTX.com almost as quickly as he offered a rescue.“Our hope was to be able to support FTX’s customers to provide liquidity, but the issues are beyond our control or ability to help,” Binance, the crypto exchange founded by Zhao, said in a statement.An FTX spokesperson declined to comment.It became evident in a matter of hours that rescuing FTX would be a tall order for Binance. Its executives found themselves staring into a financial black hole -- a gap between liabilities and assets at FTX that’s probably in the billions, and possibly more than $6 billion, according to a person familiar with the matter.On top of that, US regulators are circling FTX, investigating whether the firm properly handled customer funds, as well as its relationship with other parts of Bankman-Fried’s crypto empire, including his trading house Alameda Research, Bloomberg News reported Wednesday.Zhao himself admitted there was no“master plan”to take over FTX. His about-face leaves the fate of the beleaguered exchange and its clients uncertain and sparked renewed concerns about contagion risks across the crypto industry. Digital assets tumbled anew, with Bitcoin falling below $16,000 after Binance’s announcement.Changpeng ZhaoPhotographer: Zed Jameson/Bloomberg“As a result of corporate due diligence, as well as the latest news reports regarding mishandled customer funds and alleged US agency investigations, we have decided that we will not pursue the potential acquisition of FTX.com,” Binance said in the statement.For crypto investors, the stakes are high for what happens next. The downfall of Bankman-Fried, the industry’s onetime 30-year-old wunderkind, has cast doubt about which institutions are safe in the still-loosely regulated market.While Bankman-Fried is barely a billionaire anymore, Zhao remains the richest person in crypto, with a fortune estimated at $16.4 billion by the Bloomberg Billionaires Index. But even Zhao hasn’t been immune to tumbling crypto prices: His net worth peaked at $97 billion in January.Coinbase Chief Executive Officer Brian Armstrong said Tuesday in a Bloomberg TV interview that if the deal with Binance fell through, it would likely mean FTX customers would take losses.“That’s a not a good thing for anybody,” he said.For crypto market prices: CRYP; for top crypto news: TOP CRYPTO.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984917652,"gmtCreate":1667519558277,"gmtModify":1676537929903,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Hao&nbsp;","listText":"Hao&nbsp;","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984917652","repostId":"1101915911","repostType":4,"repost":{"id":"1101915911","pubTimestamp":1667488515,"share":"https://ttm.financial/m/news/1101915911?lang=&edition=fundamental","pubTime":"2022-11-03 23:15","market":"us","language":"en","title":"Tesla: Don't Be Fooled By This Bear Market Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1101915911","media":"seekingalpha","summary":"SummaryTesla is a great company with outstanding products.Tesla is priced for perfection, and fundamental business analysis is pointless at this valuation.The company's business model is strongly inte","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla is a great company with outstanding products.</li><li>Tesla is priced for perfection, and fundamental business analysis is pointless at this valuation.</li><li>The company&#39;s business model is strongly intertwined with the global economy.</li><li>Macroeconomic headwinds and monetary tightening are likely to persist into 2023.</li><li>Going forward, a short-term bear market rally is likely, but I don’t believe the stock will find its bottom in 2022.</li></ul><h3>What a great company</h3><p>Let me start off by saying that I praise the <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> business model from a purely qualitative standpoint. The company reinvented car sales by implementing recurring revenue streams after the initial purchase. After the customer buys the car, the company earns additional revenue from superchargers, for example. But Tesla also sells wall connectors and car accessories. The customer has the ability to unlock software upgrades for his car without purchasing any hardware. Currently there is the possibility of purchasing two different upgrades for autonomous driving. In the future, there could be room for more software upgrades, which is why perma bulls of the stock deem Tesla to be a technology company, not a car manufacturer.</p><p>I believe there is at least some truth to that assessment. The business model of the company reminds me of Apple&#39;s (AAPL) business model during its earlier stages: Elegant, streamlined, and unique luxury hardware with purposely limited accessibility to some software functions, which creates an opportunity to sell the initially locked use cases of the software a second time later on. Obviously, Tesla is still heavily dependent on initial hardware sales, more so than Apple. And for now, there is nothing similar to an app store. But one can easily imagine features like that in the future.</p><p>Tesla has incredible marketing. There&#39;s Elon Musk&#39;s famous and polarizing megalomaniac space absolutism which spurs hype for all of his companies. Customers feel like they are purchasing a product from a company/person able to change the world. That’s a powerful qualitative argument for the company. Customers think they are doing something good for the environment while enjoying luxurious lifestyle benefits from a company with high-quality standards. I believe this is the primary reason why Apple’s business model has been so successful. Tesla is doing things differently than other car manufacturers: For example, calling their cars S, 3, X, Y. From a purely qualitative standpoint, the company is a clear buy. (If that sounded like sarcasm, it really isn’t).</p><h3>Tesla outperformed massively in the past</h3><p>In recent years, Tesla managed to outperform their peers massively. The financial statements show characteristics of a rising star technology company: The average revenue growth of the company was ~ 53 % per annum in the last five years. During the same time, the gross margin rose from ~19-20 % to ~ 25-27 %. Tesla became profitable for the first time in late 2019 and was profitable ever since. A comparison to traditional car manufacturers just doesn’t seem right, given their competitors’ small revenue growth and already matured business model.</p><p>In Q3/2022, Tesla had Year-over-year revenue growth of 59%. The company almost doubled its operating income and net income year-over-year. However, the spread between total production and total deliveries of cars widened. I believe this is indicative of macroeconomic headwinds, which will affect the company in the coming quarters. More on that later.</p><p>All the positives mentioned, qualitatively and quantitatively, don’t get me to buy shares of a company. Operating and financial performance rather serves as the benchmark to beat in the future. Past performance cannot be extrapolated into the future endlessly. But most of the time it’s the best guess market participants have. If expectations of future growth/profitability rise, then the markets discount higher cash flows of the future in the present, and the share price rises in order to display this valuation premium. That’s what happened in recent years with Tesla. The company massively outperformed, and shareholders profited as they should have.</p><p>However, rapid moves to the downside always occur when the previously risen expectations of market participants are not met - i.e. the market gets surprised by worse data. I believe the likelihood that negative surprises will happen for Tesla during the next 12 months is very high. My reasoning mainly stems from macroeconomic headwinds and further monetary tightening of the Federal Reserve.</p><p><b>1. Tesla is intertwined with the global economy - and the global economy is likely to decelerate materially.</b></p><p>With all the qualitative and quantitative arguments in mind, Tesla still generates the vast majority of its revenue from the traditional automotive sector. In Q3/2022 the company had 87 % of its revenue originating from sales, regulatory credits, and leasing. A mere $ 2,762 B originated from alternative revenue streams, such as Energy generation, energy storage, and other services. Some of the additional software upgrades for the Tesla models are included in the automotive sales, but they make up only a minor portion of the revenues.</p><p>While the revenue growth and the trajectory of the profitability cannot be compared to traditional car manufacturers, the dependency on demand for luxury cars remains the same. The automobile industry depends heavily on the balance sheet of the average customer. Generally, consumers will always spend first on consumer staples. If the average balance sheet of consumers is healthy enough, they will start spending on consumer discretionaries. Usually, the balance sheet is healthy if assets appreciate and the cost of credit lessens, i.e., yields decrease. And here&#39;s the problem:</p><p><b>2. The balance sheet of the average potential customer of Tesla got materially worse.</b></p><p>Let’s start with America, where most Tesla cars get sold: During 2022, the 60/40 portfolio got hit hard because the inverse correlation of bonds and stocks started to reverse because of inflation. The housing market hasn&#39;t sold off at similar levels in 2022. But as long as mortgage rates stay this elevated, the optimistic case for 2023 is an illiquid market with sideways price action because the average homeowner is reluctant to sell at a lower price, and buyers can’t afford today&#39;s rates coupled with yesterday’s prices. Either rates or prices have to go down (assuming a liquid market). Additionally, there’s less money left after buying all the consumer staples needed in everyday life because of high consumer price inflation. However, the rising US Dollar cushions the financial impact on American consumers partially.</p><p>The luxury car demand in Europe is likely to get eroded. Europeans face not only the same (or worse) pain in terms of asset prices. But also much worse consumer price inflation due to the Energy and Food situation. The decline of the Euro in recent months adds additional fuel to the fire. Europeans don’t enjoy the privilege of earning their wages in the global reserve currency.</p><p>I think it&#39;s almost guaranteed that the revenue of Tesla cannot grow at the previous pace. I believe the market is still way too optimistic about the future, given the rich valuation multiples of Tesla.</p><p>In my opinion, the revenues will not only exit the previous trendline, but the expenses of Tesla may rise materially too. Rising energy prices should burden the margins of Tesla while preventing potential customers from buying their luxury product. If consumer price inflation stays sticky, wage increases may burden Tesla too, in 2023. However, with the current macroeconomic headwinds, I can imagine sharp disinflation during H1/2023. To my belief, that disinflation will not be constructive for asset prices because the reason for inflation receding will most likely be demand destruction.</p><p><b>3. Tesla is as overvalued as it was a year ago.</b></p><p>Almost every stock is a buy at some price, and Tesla’s stock price fell from $400 to $230. But I think the stock is nowhere near a buy. Investors have to ask themselves what they are getting when buying shares of a company. Either it’s cash flow in the form of dividends, or its cash flow that is being reinvested in the company in order to grow revenues and raise the profitability of the future. Clearly, with Tesla investors don’t get any dividends, so they are betting on future cashflows.</p><p>The cash flows of the future are discounted by the risk-free rate plus a risk premium. The risk premium rose as the economy is expected to slow down in the future, and investors are getting increasingly risk intolerant. The risk-free rate has increased already since the Federal Reserve hiked rates rather fast. I believe most of the sharp decline of Tesla’s share price originates from the elevated discount rates. So this is all baked in.</p><p>What I believe to not be priced in by the markets yet, are the expectations of lower future cashflows due to a slower-growing revenue trend and rising expenses, therefore decreasing future margins. With a 50+ PE/FWD ratio and PS/FWD of 8.5 the shares of Tesla are priced for perfection (FWDs are already at lofty levels). This leaves little upside to Tesla’s share price originating from operating performance. However, if the expectations of future cashflows worsen, the stock price of Tesla should deteriorate further. I believe that the 45% drawdown was almost exclusively because of the change in the underlying discount rate and not because of changes in future cash flow expectations.</p><p><b>4. The upside for Tesla is a Federal Reserve pivot</b></p><p>Given that the valuation of Tesla is still at a ridiculously high level, my belief is that the upside for Tesla shares is that financial conditions ease, yields come down from their historic rise in 2022, and the Federal Reserve stops the monetary tightening. Elon Musk and Cathie Wood (ARKK) know this, which is why they are calling out the Federal Reserve for not easing financial conditions. Both of them are only talking their book when they explain how technology is going to make things exponentially cheaper and deflationary, and therefore the Federal Reserve should never hike ever again.</p><p>I think that the reality is different. In a deglobalizing economy with wars and polarizing world views which originate from a slowly receding single global superpower, inflation is very likely to be higher for a prolonged period of time.</p><p>Almost certainly, the Federal Reserve will pivot at some point in the future. I think there&#39;s no question about it. But the prerequisites for a pivot are either that inflation comes down materially or that something breaks. I think the most likely scenario is that both happens: Inflation decreases because of the demand destruction caused by a global recession. The problem for Tesla is that this scenario would likely be negative for the share price at first. If the global economy enters a recession in 2023, then the demand for luxury cars is likely going to dwindle, expectations of future cash flows should decrease materially, and the share price of Tesla could significantly fall because of it. To my belief, it is only after the monetary easing that the share price of Tesla can recover. Likely from a permanently lower base.</p><p>The risk of shorting Tesla from here is that the soft landing scenario proposed by the Federal Reserve happens. In such a scenario, the economy would be able to withstand much higher rates for longer than most market participants currently expect. Slight demand destruction would remove the tightness in the labor market so prices could stabilize at a lower inflation rate, but the economy wouldn&#39;t face a harsh recession. If a soft landing materializes, the Federal Reserve could stimulate earlier via monetary easing, and the share price of Tesla could appreciate further. Although I believe the chances of a soft landing scenario get smaller day by day, it&#39;s still a possible outcome.</p><p>From a company development perspective, the risk remains that Tesla could outperform even the current lofty expectations. For example, government subsidies for ecological car purchases could spur demand for Tesla cars and drive the stock price higher. The risk of shorting any stock remains that the mathematical upside is limited, but the potential downside is unlimited. During a bear market, in particular, violent bear market rallies (e.g. June 2022) can cause huge losses in a short period of time even though the general direction remains downwards. Therefore I am warning investors of sizing their positions and try to time entry and exit points accordingly.</p><p>All in all, Tesla reminds me of Intel (INTC) during the 2000 dot-com bubble. Back then, Intel was a great company with good products. The problem was that the stock was incredibly overvalued. After the bubble popped, Intel continued its business with success but the stock price never reached the previous high.</p><h3>Why Tesla Bulls shouldn’t be excited by this Bear market rally</h3><p>At the start of writing this article (Oct. 20), many indicators pointed towards a local bottom. Since then, the S&amp;P500 (SPX) rose ~ 5-6%. In case of a dovish surprise from the Federal Reserve today, the market could rally violently, and Tesla shares would profit massively. However, Tesla bulls should be careful as I do not believe that the (continuing?) rally will prove to be a permanent bottom, but rather a local one. I think that only if the economy enters a recession, the expectations of Tesla&#39;s future cashflows get adjusted, the share price corrects to a reasonable valuation, and the Federal Reserve pivots, it’s time to buy the dip. That time could still be several years ahead.</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>Tesla: Don't Be Fooled By This Bear Market Rally</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: Don't Be Fooled By This Bear Market Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4552006-tesla-dont-be-fooled-by-bear-market-rally><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is a great company with outstanding products.Tesla is priced for perfection, and fundamental business analysis is pointless at this valuation.The company's business model is strongly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4552006-tesla-dont-be-fooled-by-bear-market-rally\">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/4552006-tesla-dont-be-fooled-by-bear-market-rally","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1101915911","content_text":"SummaryTesla is a great company with outstanding products.Tesla is priced for perfection, and fundamental business analysis is pointless at this valuation.The company's business model is strongly intertwined with the global economy.Macroeconomic headwinds and monetary tightening are likely to persist into 2023.Going forward, a short-term bear market rally is likely, but I don’t believe the stock will find its bottom in 2022.What a great companyLet me start off by saying that I praise the Tesla business model from a purely qualitative standpoint. The company reinvented car sales by implementing recurring revenue streams after the initial purchase. After the customer buys the car, the company earns additional revenue from superchargers, for example. But Tesla also sells wall connectors and car accessories. The customer has the ability to unlock software upgrades for his car without purchasing any hardware. Currently there is the possibility of purchasing two different upgrades for autonomous driving. In the future, there could be room for more software upgrades, which is why perma bulls of the stock deem Tesla to be a technology company, not a car manufacturer.I believe there is at least some truth to that assessment. The business model of the company reminds me of Apple's (AAPL) business model during its earlier stages: Elegant, streamlined, and unique luxury hardware with purposely limited accessibility to some software functions, which creates an opportunity to sell the initially locked use cases of the software a second time later on. Obviously, Tesla is still heavily dependent on initial hardware sales, more so than Apple. And for now, there is nothing similar to an app store. But one can easily imagine features like that in the future.Tesla has incredible marketing. There's Elon Musk's famous and polarizing megalomaniac space absolutism which spurs hype for all of his companies. Customers feel like they are purchasing a product from a company/person able to change the world. That’s a powerful qualitative argument for the company. Customers think they are doing something good for the environment while enjoying luxurious lifestyle benefits from a company with high-quality standards. I believe this is the primary reason why Apple’s business model has been so successful. Tesla is doing things differently than other car manufacturers: For example, calling their cars S, 3, X, Y. From a purely qualitative standpoint, the company is a clear buy. (If that sounded like sarcasm, it really isn’t).Tesla outperformed massively in the pastIn recent years, Tesla managed to outperform their peers massively. The financial statements show characteristics of a rising star technology company: The average revenue growth of the company was ~ 53 % per annum in the last five years. During the same time, the gross margin rose from ~19-20 % to ~ 25-27 %. Tesla became profitable for the first time in late 2019 and was profitable ever since. A comparison to traditional car manufacturers just doesn’t seem right, given their competitors’ small revenue growth and already matured business model.In Q3/2022, Tesla had Year-over-year revenue growth of 59%. The company almost doubled its operating income and net income year-over-year. However, the spread between total production and total deliveries of cars widened. I believe this is indicative of macroeconomic headwinds, which will affect the company in the coming quarters. More on that later.All the positives mentioned, qualitatively and quantitatively, don’t get me to buy shares of a company. Operating and financial performance rather serves as the benchmark to beat in the future. Past performance cannot be extrapolated into the future endlessly. But most of the time it’s the best guess market participants have. If expectations of future growth/profitability rise, then the markets discount higher cash flows of the future in the present, and the share price rises in order to display this valuation premium. That’s what happened in recent years with Tesla. The company massively outperformed, and shareholders profited as they should have.However, rapid moves to the downside always occur when the previously risen expectations of market participants are not met - i.e. the market gets surprised by worse data. I believe the likelihood that negative surprises will happen for Tesla during the next 12 months is very high. My reasoning mainly stems from macroeconomic headwinds and further monetary tightening of the Federal Reserve.1. Tesla is intertwined with the global economy - and the global economy is likely to decelerate materially.With all the qualitative and quantitative arguments in mind, Tesla still generates the vast majority of its revenue from the traditional automotive sector. In Q3/2022 the company had 87 % of its revenue originating from sales, regulatory credits, and leasing. A mere $ 2,762 B originated from alternative revenue streams, such as Energy generation, energy storage, and other services. Some of the additional software upgrades for the Tesla models are included in the automotive sales, but they make up only a minor portion of the revenues.While the revenue growth and the trajectory of the profitability cannot be compared to traditional car manufacturers, the dependency on demand for luxury cars remains the same. The automobile industry depends heavily on the balance sheet of the average customer. Generally, consumers will always spend first on consumer staples. If the average balance sheet of consumers is healthy enough, they will start spending on consumer discretionaries. Usually, the balance sheet is healthy if assets appreciate and the cost of credit lessens, i.e., yields decrease. And here's the problem:2. The balance sheet of the average potential customer of Tesla got materially worse.Let’s start with America, where most Tesla cars get sold: During 2022, the 60/40 portfolio got hit hard because the inverse correlation of bonds and stocks started to reverse because of inflation. The housing market hasn't sold off at similar levels in 2022. But as long as mortgage rates stay this elevated, the optimistic case for 2023 is an illiquid market with sideways price action because the average homeowner is reluctant to sell at a lower price, and buyers can’t afford today's rates coupled with yesterday’s prices. Either rates or prices have to go down (assuming a liquid market). Additionally, there’s less money left after buying all the consumer staples needed in everyday life because of high consumer price inflation. However, the rising US Dollar cushions the financial impact on American consumers partially.The luxury car demand in Europe is likely to get eroded. Europeans face not only the same (or worse) pain in terms of asset prices. But also much worse consumer price inflation due to the Energy and Food situation. The decline of the Euro in recent months adds additional fuel to the fire. Europeans don’t enjoy the privilege of earning their wages in the global reserve currency.I think it's almost guaranteed that the revenue of Tesla cannot grow at the previous pace. I believe the market is still way too optimistic about the future, given the rich valuation multiples of Tesla.In my opinion, the revenues will not only exit the previous trendline, but the expenses of Tesla may rise materially too. Rising energy prices should burden the margins of Tesla while preventing potential customers from buying their luxury product. If consumer price inflation stays sticky, wage increases may burden Tesla too, in 2023. However, with the current macroeconomic headwinds, I can imagine sharp disinflation during H1/2023. To my belief, that disinflation will not be constructive for asset prices because the reason for inflation receding will most likely be demand destruction.3. Tesla is as overvalued as it was a year ago.Almost every stock is a buy at some price, and Tesla’s stock price fell from $400 to $230. But I think the stock is nowhere near a buy. Investors have to ask themselves what they are getting when buying shares of a company. Either it’s cash flow in the form of dividends, or its cash flow that is being reinvested in the company in order to grow revenues and raise the profitability of the future. Clearly, with Tesla investors don’t get any dividends, so they are betting on future cashflows.The cash flows of the future are discounted by the risk-free rate plus a risk premium. The risk premium rose as the economy is expected to slow down in the future, and investors are getting increasingly risk intolerant. The risk-free rate has increased already since the Federal Reserve hiked rates rather fast. I believe most of the sharp decline of Tesla’s share price originates from the elevated discount rates. So this is all baked in.What I believe to not be priced in by the markets yet, are the expectations of lower future cashflows due to a slower-growing revenue trend and rising expenses, therefore decreasing future margins. With a 50+ PE/FWD ratio and PS/FWD of 8.5 the shares of Tesla are priced for perfection (FWDs are already at lofty levels). This leaves little upside to Tesla’s share price originating from operating performance. However, if the expectations of future cashflows worsen, the stock price of Tesla should deteriorate further. I believe that the 45% drawdown was almost exclusively because of the change in the underlying discount rate and not because of changes in future cash flow expectations.4. The upside for Tesla is a Federal Reserve pivotGiven that the valuation of Tesla is still at a ridiculously high level, my belief is that the upside for Tesla shares is that financial conditions ease, yields come down from their historic rise in 2022, and the Federal Reserve stops the monetary tightening. Elon Musk and Cathie Wood (ARKK) know this, which is why they are calling out the Federal Reserve for not easing financial conditions. Both of them are only talking their book when they explain how technology is going to make things exponentially cheaper and deflationary, and therefore the Federal Reserve should never hike ever again.I think that the reality is different. In a deglobalizing economy with wars and polarizing world views which originate from a slowly receding single global superpower, inflation is very likely to be higher for a prolonged period of time.Almost certainly, the Federal Reserve will pivot at some point in the future. I think there's no question about it. But the prerequisites for a pivot are either that inflation comes down materially or that something breaks. I think the most likely scenario is that both happens: Inflation decreases because of the demand destruction caused by a global recession. The problem for Tesla is that this scenario would likely be negative for the share price at first. If the global economy enters a recession in 2023, then the demand for luxury cars is likely going to dwindle, expectations of future cash flows should decrease materially, and the share price of Tesla could significantly fall because of it. To my belief, it is only after the monetary easing that the share price of Tesla can recover. Likely from a permanently lower base.The risk of shorting Tesla from here is that the soft landing scenario proposed by the Federal Reserve happens. In such a scenario, the economy would be able to withstand much higher rates for longer than most market participants currently expect. Slight demand destruction would remove the tightness in the labor market so prices could stabilize at a lower inflation rate, but the economy wouldn't face a harsh recession. If a soft landing materializes, the Federal Reserve could stimulate earlier via monetary easing, and the share price of Tesla could appreciate further. Although I believe the chances of a soft landing scenario get smaller day by day, it's still a possible outcome.From a company development perspective, the risk remains that Tesla could outperform even the current lofty expectations. For example, government subsidies for ecological car purchases could spur demand for Tesla cars and drive the stock price higher. The risk of shorting any stock remains that the mathematical upside is limited, but the potential downside is unlimited. During a bear market, in particular, violent bear market rallies (e.g. June 2022) can cause huge losses in a short period of time even though the general direction remains downwards. Therefore I am warning investors of sizing their positions and try to time entry and exit points accordingly.All in all, Tesla reminds me of Intel (INTC) during the 2000 dot-com bubble. Back then, Intel was a great company with good products. The problem was that the stock was incredibly overvalued. After the bubble popped, Intel continued its business with success but the stock price never reached the previous high.Why Tesla Bulls shouldn’t be excited by this Bear market rallyAt the start of writing this article (Oct. 20), many indicators pointed towards a local bottom. Since then, the S&P500 (SPX) rose ~ 5-6%. In case of a dovish surprise from the Federal Reserve today, the market could rally violently, and Tesla shares would profit massively. However, Tesla bulls should be careful as I do not believe that the (continuing?) rally will prove to be a permanent bottom, but rather a local one. I think that only if the economy enters a recession, the expectations of Tesla's future cashflows get adjusted, the share price corrects to a reasonable valuation, and the Federal Reserve pivots, it’s time to buy the dip. That time could still be several years ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985582691,"gmtCreate":1667430962713,"gmtModify":1676537915210,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985582691","repostId":"2280310626","repostType":4,"repost":{"id":"2280310626","pubTimestamp":1667394221,"share":"https://ttm.financial/m/news/2280310626?lang=&edition=fundamental","pubTime":"2022-11-02 21:03","market":"us","language":"en","title":"Palantir: A Bargain Heading Into Q3 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2280310626","media":"seekingalpha","summary":"SummaryPalantir is helping organizations all over the world make sense of their data.Although it use","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir is helping organizations all over the world make sense of their data.</li><li>Although it used to predominantly serve governments, Palantir has been growing rapidly with its commercial customers.</li><li>The company disappointed investors in August with its Q2 results, offering extremely soft Q3 revenue guidance.</li><li>Shares responded by cratering 15%, but there is now too much negativity priced into Palantir shares.</li><li>So, will Q3 provide any positive catalysts for investors? Let&#39;s take a look.</li></ul><h2>Investment Thesis</h2><p>Palantir (NYSE:PLTR) is a leading software company helping organizations to make sense of the massive amounts of data they ingest on a daily basis - transforming this from billions of data points into actionable information. It started off predominantly by serving governments, but in recent years Palantir has been expanding rapidly into the commercial market, opening up a much larger opportunity.</p><p>My investment thesis for Palantir is the following: the amount of data that businesses have to work with is only going to increase exponentially, and they need a way of coping with this data and making use of it - this is where Palantir comes in. I want to see continued expansion within commercial customers, a strong dollar-based retention rate implying high switching costs, and continued execution of Palantir&#39;s &#39;land and expand&#39; strategy, as well as margins improving over the long term.</p><p>Unfortunately for Palantir shareholders, 2022 has been a pretty painful year so far. The company underwhelmed investors with its Q2 earnings report, offering up extremely soft Q3 guidance and reducing its full year revenue outlook. Shares reacted by falling 15%, compounding on the misery that shareholders have been feeling all year after seeing the stock tumble 65% in the last twelve months.</p><p></p><p><img src=\"https://static.tigerbbs.com/50338e8bb687992d4f0f3496d6e356c5\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p></p><p>Yet the long-term thesis for Palantir remains very much intact. It&#39;s also worth remembering that the contracts Palantir signs with its customers are pretty huge, so the timing of these contracts can cause revenue to be quite lumpy on a quarter-to-quarter basis, which goes some way to explaining the slowdown in management&#39;s Q3 guidance.</p><p>A few months have passed and Palantir&#39;s Q3 results are just around the corner. The question is whether or not investors will be in for more pain, or if expectations have got so low for Palantir&#39;s results that the slightest bit of good news will be met with positivity from Wall Street? Let&#39;s see at what investors should look out for when Palantir reports next week.</p><h2>Latest Expectations</h2><p>Palantir is set to report its Q3 earnings on Monday, November 7, before the market opens, and there are several key items that investors should keep their eyes on.</p><p>Starting with the headline numbers, analysts are expecting Q3 revenue of ~$475m, representing YoY growth of 21.1%. This expectation is at the top end of management&#39;s guidance of $474-$475m. As the graph below shows, Q3 revenue of $475m would represent virtually zero sequential growth from Q2 to Q3, with revenue increasing by only 0.4% - this is certainly not what investors would expect from a &#39;growth&#39; company such as Palantir, and it&#39;s part of the reason why shares cratered after its Q2 earnings report.<img src=\"https://static.tigerbbs.com/92ad77070af619595a6d91bb45befbd3\" tg-width=\"640\" tg-height=\"377\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha / Palantir / Author&#39;s Work</p><p>As mentioned, Palantir&#39;s revenue from quarter-to-quarter can be quite lumpy due to the nature of its large, government contracts, and this is part of the reason why the Q3 revenue guidance was so poor, as Chief Legal and Business Affairs Officer Ryan Taylor outlined on the earnings call:</p><blockquote>Across government and commercial, the opportunity in front of us is enormous, which makes the revised near-term outlook, all the more disappointing. It doesn&#39;t come close to representing our ambition and the opportunity before us.</blockquote><blockquote>While the timing of large contracts in government can be frustrating, the underlying requirements and needs are enduring. It&#39;s worth noting that our revised guidance excludes any new major U.S. government awards.</blockquote><p>This volatile revenue growth is something Palantir investors have to accept (even if the market doesn&#39;t), with the understanding that as long as the business is succeeding, these fluctuations will balance out in the long-term. The problem is that it can be difficult to know whether or not the slowdown is in fact caused by contract timing, or if there are underlying problems with the business - and, frankly, only time will tell.</p><p>This uncertainty surrounding government contracts caused Palantir to lower its full year revenue guidance as well, moving from $2.004B in Q1&#39;22 to $1,900-$1,902B in Q2&#39;22. Wall Street has listened to these expectations, and expects exactly $1.9B in full year revenue for Palantir.</p><p><img src=\"https://static.tigerbbs.com/7a650ab2eb7d06ef8d029fc362db8a60\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha / Palantir / Author&#39;s Work</p><p>It&#39;s worth noting that Palantir&#39;s Q3 and full year revenue guidance excludes &#39;any new major U.S. government awards&#39;, so there is ample opportunity for Palantir to exceed analysts&#39; expectations when it reports. For example, Palantir announced at the end of September that the U.S. Army Research Lab extended its contract, with the new contract being worth up to $229m over one year - this won&#39;t materially impact Q3 results, but may well boost Palantir&#39;s outlook for Q4.</p><p>Taking a quick look at the bottom line, analysts are expecting Palantir to deliver EPS of $0.02.</p><p><img src=\"https://static.tigerbbs.com/39168228144f2fa0fa2b8bcf96832038\" tg-width=\"640\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha / Author&#39;s Work</p><p>The company missed analysts&#39; expectations on earnings in Q1 and Q2 this year, but I&#39;m not too concerned; it continues to churn out free cash flow, and it doesn&#39;t give EPS guidance anyway. It is, however, still worth watching for investors in order to gauge Palantir&#39;s cost-control ability, but there isn&#39;t anything here to worry me.</p><p>Besides the headline figures, what else should investors look at when Palantir reports?</p><h2>Key Metrics To Watch In Palantir&#39;s Q3 Earnings</h2><p>A cornerstone of my investment thesis in Palantir is the company&#39;s ability to expand beyond its government customers and into the commercial market, since I believe there is a substantially larger opportunity if it can gain commercial traction. As per the below chart, Palantir has been doing just that over the past year or two, however the sequential growth rate in Q2 of just ~10% for commercial customers indicated a sharp slowdown.</p><p><img src=\"https://static.tigerbbs.com/e72d330b4be731115685a3970d425dab\" tg-width=\"640\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Palantir / Author&#39;s Work</p><p>On the plus side, Palantir has seen incredible momentum in the U.S. commercial market, with revenues growing 120% YoY in Q2 from $39m to $86m. This commercial momentum is what drove Palantir forward over the past year, with Q2 commercial revenues growing 46% YoY compared to just 13% growth from government revenues.</p><p><img src=\"https://static.tigerbbs.com/806a4b373255d7c1de6710947cd29999\" tg-width=\"640\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>Palantir / Author&#39;s Work</p><p>It&#39;ll be interesting to see exactly how this trend plays out in Q3, but I personally will be disappointed to see a <i>substantial</i> slowdown in commercial momentum. I understand that we&#39;re in a difficult macroeconomic environment, so I am prepared for a slight slowdown, but the above graph shows that the rapid growth in commercial revenues have been driving Palantir forwards - if this starts to falter, Q3 may not paint a pretty picture.</p><h2>Quick Take: Palantir&#39;s Core Financial Metrics</h2><p>The deceleration of Palantir&#39;s revenues is extremely apparent in the below table, with revenue over the past 12 months only growing 31% YoY compared to 41% in 2021. On the plus side, Palantir&#39;s insane EBIT margins in 2020 of -107% have improved greatly, and are now just -13% over the past 12 months; which remains a substantial improvement from the -27% in 2021.</p><p><img src=\"https://static.tigerbbs.com/81824af966d22903a89b862fa189f212\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Work</p><p>The company continues to have an extremely strong balance sheet, with net cash of almost $2.5 billion, and remains free cash flow positive - so, no risk of Palantir running into financial difficulties any time soon. Stock-based compensation as a percentage of the total gross profit has also declined rapidly (phew!), although it still accounts for a whopping 47% of gross profits over the past 12 months.</p><p>Taking a look at the quarterly metrics below should give investors more of an indication of Palantir&#39;s current direction, but I&#39;ll do a very quick summary.</p><p><img src=\"https://static.tigerbbs.com/4a1cc6fa56c3e2ce9805a951d80bc244\" tg-width=\"640\" tg-height=\"482\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Work</p><p><b>The good:</b> consistently strong gross profit margins, negative EBIT margins down into the single digits, balance sheet remains extremely strong, and stock-based compensation is consistently falling.</p><p><b>The bad:</b> revenue growth is declining rapidly (and Q3 guidance implies that this decline will continue), and free cash flow margins are worsening, at least in part due to the declining revenue growth.</p><p>If you take out the sharp revenue decline, then I would say that Palantir&#39;s financials are heading in the right direction fast. The main issue is that Palantir is a growth story, and so investors cannot ignore the slowing revenue growth; so, investors will be hoping that Q3 shows signs of continuing commercial momentum, and perhaps more optimism on the government side than management alluded to in Q2.</p><h2>PLTR Stock Valuation</h2><p>As with all high growth, disruptive companies, valuation is tough. I believe that my approach will give me an idea about whether Palantir is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.</p><p><img src=\"https://static.tigerbbs.com/224891557cdce5bb3f22406e67e196c9\" tg-width=\"640\" tg-height=\"856\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Work</p><p>I have kept my model virtually the same as in my previous article, with a few slight tweaks to the 2026 FCF / EV multiple in order to be a bit more conservative in my base and bear case scenarios.</p><p>Put that all together, and I can see Palantir shares achieving a CAGR of 6%, 21%, and 37% in my respective bear, base, and bull case scenarios. Whilst it has been a tough year for the business, if it achieves its frequently stated aim of &#39;at least 30% annual revenue growth through to 2025&#39;, then the current share price appears to be very attractive.</p><h2>Bottom Line</h2><p>Q3 earnings will be crucial for Palantir, because there are plenty of yellow flags that could turn into red flags, such as slowing commercial customer acquisition and the sharp decline in revenue growth. I will cut the company some slack due to the difficult macroeconomic environment, since cost-cutting companies may not be willing to undertake large transformational projects until there is more certainty in the economy.</p><p>Yet investors can also find plenty of reasons to be optimistic, not least because Palantir was recently named as a leader in the Forrester Wave Report for AI / ML Platforms - ahead of the likes of <a href=\"https://laohu8.com/S/IBM\">IBM</a> (IBM), Google (GOOGL) (GOOG), Amazon&#39;s AWS (AMZN), and Microsoft (MSFT). This should give investors some comfort in the quality of Palantir&#39;s platform, and I believe that when organizations are looking to undergo this level of transformation, they would prefer to go with the best offering out there.</p><p><img src=\"https://static.tigerbbs.com/4ca705fb6608304cc93a42d51b62ab24\" tg-width=\"640\" tg-height=\"755\" referrerpolicy=\"no-referrer\"/></p><p>Forrester Wave</p><p>Personally, I remain cautiously optimistic about Palantir. The company is very well set up for a decade of success, even if it is currently hitting some bumps in the road (that are at least partially macro-induced). It has a stellar balance sheet, is free cash flow positive, has an industry leading product in a growing market with tons of optionality, and the current share price is very attractive.</p><p>Given all this, I will reiterate my previous &#39;Buy&#39; rating on Palantir shares, and look forward to hearing management&#39;s latest update on the business when Q3 earnings come round next week.</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: A Bargain Heading Into Q3 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\">\nPalantir: A Bargain Heading Into Q3 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 21:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4551443-palantir-a-bargain-heading-into-q3-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is helping organizations all over the world make sense of their data.Although it used to predominantly serve governments, Palantir has been growing rapidly with its commercial ...</p>\n\n<a href=\"https://seekingalpha.com/article/4551443-palantir-a-bargain-heading-into-q3-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4551443-palantir-a-bargain-heading-into-q3-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2280310626","content_text":"SummaryPalantir is helping organizations all over the world make sense of their data.Although it used to predominantly serve governments, Palantir has been growing rapidly with its commercial customers.The company disappointed investors in August with its Q2 results, offering extremely soft Q3 revenue guidance.Shares responded by cratering 15%, but there is now too much negativity priced into Palantir shares.So, will Q3 provide any positive catalysts for investors? Let's take a look.Investment ThesisPalantir (NYSE:PLTR) is a leading software company helping organizations to make sense of the massive amounts of data they ingest on a daily basis - transforming this from billions of data points into actionable information. It started off predominantly by serving governments, but in recent years Palantir has been expanding rapidly into the commercial market, opening up a much larger opportunity.My investment thesis for Palantir is the following: the amount of data that businesses have to work with is only going to increase exponentially, and they need a way of coping with this data and making use of it - this is where Palantir comes in. I want to see continued expansion within commercial customers, a strong dollar-based retention rate implying high switching costs, and continued execution of Palantir's 'land and expand' strategy, as well as margins improving over the long term.Unfortunately for Palantir shareholders, 2022 has been a pretty painful year so far. The company underwhelmed investors with its Q2 earnings report, offering up extremely soft Q3 guidance and reducing its full year revenue outlook. Shares reacted by falling 15%, compounding on the misery that shareholders have been feeling all year after seeing the stock tumble 65% in the last twelve months.Data by YChartsYet the long-term thesis for Palantir remains very much intact. It's also worth remembering that the contracts Palantir signs with its customers are pretty huge, so the timing of these contracts can cause revenue to be quite lumpy on a quarter-to-quarter basis, which goes some way to explaining the slowdown in management's Q3 guidance.A few months have passed and Palantir's Q3 results are just around the corner. The question is whether or not investors will be in for more pain, or if expectations have got so low for Palantir's results that the slightest bit of good news will be met with positivity from Wall Street? Let's see at what investors should look out for when Palantir reports next week.Latest ExpectationsPalantir is set to report its Q3 earnings on Monday, November 7, before the market opens, and there are several key items that investors should keep their eyes on.Starting with the headline numbers, analysts are expecting Q3 revenue of ~$475m, representing YoY growth of 21.1%. This expectation is at the top end of management's guidance of $474-$475m. As the graph below shows, Q3 revenue of $475m would represent virtually zero sequential growth from Q2 to Q3, with revenue increasing by only 0.4% - this is certainly not what investors would expect from a 'growth' company such as Palantir, and it's part of the reason why shares cratered after its Q2 earnings report.Seeking Alpha / Palantir / Author's WorkAs mentioned, Palantir's revenue from quarter-to-quarter can be quite lumpy due to the nature of its large, government contracts, and this is part of the reason why the Q3 revenue guidance was so poor, as Chief Legal and Business Affairs Officer Ryan Taylor outlined on the earnings call:Across government and commercial, the opportunity in front of us is enormous, which makes the revised near-term outlook, all the more disappointing. It doesn't come close to representing our ambition and the opportunity before us.While the timing of large contracts in government can be frustrating, the underlying requirements and needs are enduring. It's worth noting that our revised guidance excludes any new major U.S. government awards.This volatile revenue growth is something Palantir investors have to accept (even if the market doesn't), with the understanding that as long as the business is succeeding, these fluctuations will balance out in the long-term. The problem is that it can be difficult to know whether or not the slowdown is in fact caused by contract timing, or if there are underlying problems with the business - and, frankly, only time will tell.This uncertainty surrounding government contracts caused Palantir to lower its full year revenue guidance as well, moving from $2.004B in Q1'22 to $1,900-$1,902B in Q2'22. Wall Street has listened to these expectations, and expects exactly $1.9B in full year revenue for Palantir.Seeking Alpha / Palantir / Author's WorkIt's worth noting that Palantir's Q3 and full year revenue guidance excludes 'any new major U.S. government awards', so there is ample opportunity for Palantir to exceed analysts' expectations when it reports. For example, Palantir announced at the end of September that the U.S. Army Research Lab extended its contract, with the new contract being worth up to $229m over one year - this won't materially impact Q3 results, but may well boost Palantir's outlook for Q4.Taking a quick look at the bottom line, analysts are expecting Palantir to deliver EPS of $0.02.Seeking Alpha / Author's WorkThe company missed analysts' expectations on earnings in Q1 and Q2 this year, but I'm not too concerned; it continues to churn out free cash flow, and it doesn't give EPS guidance anyway. It is, however, still worth watching for investors in order to gauge Palantir's cost-control ability, but there isn't anything here to worry me.Besides the headline figures, what else should investors look at when Palantir reports?Key Metrics To Watch In Palantir's Q3 EarningsA cornerstone of my investment thesis in Palantir is the company's ability to expand beyond its government customers and into the commercial market, since I believe there is a substantially larger opportunity if it can gain commercial traction. As per the below chart, Palantir has been doing just that over the past year or two, however the sequential growth rate in Q2 of just ~10% for commercial customers indicated a sharp slowdown.Palantir / Author's WorkOn the plus side, Palantir has seen incredible momentum in the U.S. commercial market, with revenues growing 120% YoY in Q2 from $39m to $86m. This commercial momentum is what drove Palantir forward over the past year, with Q2 commercial revenues growing 46% YoY compared to just 13% growth from government revenues.Palantir / Author's WorkIt'll be interesting to see exactly how this trend plays out in Q3, but I personally will be disappointed to see a substantial slowdown in commercial momentum. I understand that we're in a difficult macroeconomic environment, so I am prepared for a slight slowdown, but the above graph shows that the rapid growth in commercial revenues have been driving Palantir forwards - if this starts to falter, Q3 may not paint a pretty picture.Quick Take: Palantir's Core Financial MetricsThe deceleration of Palantir's revenues is extremely apparent in the below table, with revenue over the past 12 months only growing 31% YoY compared to 41% in 2021. On the plus side, Palantir's insane EBIT margins in 2020 of -107% have improved greatly, and are now just -13% over the past 12 months; which remains a substantial improvement from the -27% in 2021.Author's WorkThe company continues to have an extremely strong balance sheet, with net cash of almost $2.5 billion, and remains free cash flow positive - so, no risk of Palantir running into financial difficulties any time soon. Stock-based compensation as a percentage of the total gross profit has also declined rapidly (phew!), although it still accounts for a whopping 47% of gross profits over the past 12 months.Taking a look at the quarterly metrics below should give investors more of an indication of Palantir's current direction, but I'll do a very quick summary.Author's WorkThe good: consistently strong gross profit margins, negative EBIT margins down into the single digits, balance sheet remains extremely strong, and stock-based compensation is consistently falling.The bad: revenue growth is declining rapidly (and Q3 guidance implies that this decline will continue), and free cash flow margins are worsening, at least in part due to the declining revenue growth.If you take out the sharp revenue decline, then I would say that Palantir's financials are heading in the right direction fast. The main issue is that Palantir is a growth story, and so investors cannot ignore the slowing revenue growth; so, investors will be hoping that Q3 shows signs of continuing commercial momentum, and perhaps more optimism on the government side than management alluded to in Q2.PLTR Stock ValuationAs with all high growth, disruptive companies, valuation is tough. I believe that my approach will give me an idea about whether Palantir is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.Author's WorkI have kept my model virtually the same as in my previous article, with a few slight tweaks to the 2026 FCF / EV multiple in order to be a bit more conservative in my base and bear case scenarios.Put that all together, and I can see Palantir shares achieving a CAGR of 6%, 21%, and 37% in my respective bear, base, and bull case scenarios. Whilst it has been a tough year for the business, if it achieves its frequently stated aim of 'at least 30% annual revenue growth through to 2025', then the current share price appears to be very attractive.Bottom LineQ3 earnings will be crucial for Palantir, because there are plenty of yellow flags that could turn into red flags, such as slowing commercial customer acquisition and the sharp decline in revenue growth. I will cut the company some slack due to the difficult macroeconomic environment, since cost-cutting companies may not be willing to undertake large transformational projects until there is more certainty in the economy.Yet investors can also find plenty of reasons to be optimistic, not least because Palantir was recently named as a leader in the Forrester Wave Report for AI / ML Platforms - ahead of the likes of IBM (IBM), Google (GOOGL) (GOOG), Amazon's AWS (AMZN), and Microsoft (MSFT). This should give investors some comfort in the quality of Palantir's platform, and I believe that when organizations are looking to undergo this level of transformation, they would prefer to go with the best offering out there.Forrester WavePersonally, I remain cautiously optimistic about Palantir. The company is very well set up for a decade of success, even if it is currently hitting some bumps in the road (that are at least partially macro-induced). It has a stellar balance sheet, is free cash flow positive, has an industry leading product in a growing market with tons of optionality, and the current share price is very attractive.Given all this, I will reiterate my previous 'Buy' rating on Palantir shares, and look forward to hearing management's latest update on the business when Q3 earnings come round next week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985188596,"gmtCreate":1667344004816,"gmtModify":1676537899920,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985188596","repostId":"1127596831","repostType":4,"repost":{"id":"1127596831","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":1667311446,"share":"https://ttm.financial/m/news/1127596831?lang=&edition=fundamental","pubTime":"2022-11-01 22:04","market":"us","language":"en","title":"Pfizer Shares Gained 2% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1127596831","media":"Tiger Newspress","summary":"Pfizer shares gained 2.2% in morning trading.Pfizer Inc on Tuesday raised its full-year estimates fo","content":"<html><head></head><body><p>Pfizer shares gained 2.2% in morning trading.</p><p>Pfizer Inc on Tuesday raised its full-year estimates for sales of its COVID-19 vaccine by $2 billion to $34 billion, encouraged by demand for its new bivalent booster shots.</p><p>The company maintained its full-year sales forecast for COVID-19 pill Paxlovid at $22 billion.</p><p>Pfizer and Moderna have rolled out an Omicron-tailored booster dose in Europe and the United States.</p><p>It reported third-quarter sales of $22.60 billion, beating the average analyst estimate of $21.04 billion, according to IBES data from Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/121a6c6d6cc4c6110a036b16fb8f4fea\" tg-width=\"794\" tg-height=\"734\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer Shares Gained 2% 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\">\nPfizer Shares Gained 2% 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\">2022-11-01 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Pfizer shares gained 2.2% in morning trading.</p><p>Pfizer Inc on Tuesday raised its full-year estimates for sales of its COVID-19 vaccine by $2 billion to $34 billion, encouraged by demand for its new bivalent booster shots.</p><p>The company maintained its full-year sales forecast for COVID-19 pill Paxlovid at $22 billion.</p><p>Pfizer and Moderna have rolled out an Omicron-tailored booster dose in Europe and the United States.</p><p>It reported third-quarter sales of $22.60 billion, beating the average analyst estimate of $21.04 billion, according to IBES data from Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/121a6c6d6cc4c6110a036b16fb8f4fea\" tg-width=\"794\" tg-height=\"734\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127596831","content_text":"Pfizer shares gained 2.2% in morning trading.Pfizer Inc on Tuesday raised its full-year estimates for sales of its COVID-19 vaccine by $2 billion to $34 billion, encouraged by demand for its new bivalent booster shots.The company maintained its full-year sales forecast for COVID-19 pill Paxlovid at $22 billion.Pfizer and Moderna have rolled out an Omicron-tailored booster dose in Europe and the United States.It reported third-quarter sales of $22.60 billion, beating the average analyst estimate of $21.04 billion, according to IBES data from Refinitiv.","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917210015,"gmtCreate":1665529672737,"gmtModify":1676537620158,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917210015","repostId":"1126298657","repostType":4,"repost":{"id":"1126298657","pubTimestamp":1665501481,"share":"https://ttm.financial/m/news/1126298657?lang=&edition=fundamental","pubTime":"2022-10-11 23:18","market":"us","language":"en","title":"Tesla Is A Bargain With Optimus And Recent Events","url":"https://stock-news.laohu8.com/highlight/detail?id=1126298657","media":"Seeking Alpha","summary":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despit","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.</li><li>Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.</li><li>We judge that the automotive component of Tesla&#39;s business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.</li><li>Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.</li></ul><p>Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.</p><p>We think that Tesla&#39;s new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.</p><p><img src=\"https://static.tigerbbs.com/194dff43d71f26606d51256c830a4945\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Bumble C</p><p>As Tesla&#39;s Humanoid Robot is still under development, they were able to show their prototype &#34;Bumble C,&#34; which is to become a low-cost and mass-producible Optimus robot.</p><p>The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.</p><p><img src=\"https://static.tigerbbs.com/c6d0c0a5d8694dfa2f56d1cf75ee8831\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>We want to highlight the key differences between what makes Tesla&#39;s bot so different from competitors such as Boston Dynamics, Honda and others:</p><ul><li>Optimus is intended for mass production (i.e., thousands or millions of units).</li><li>Project progress was made in just 6 to 8 months, compared with decades at competitors.</li><li>The robot is expected to be affordable, costing only US$20K to manufacture, or &#34;significantly less expensive than an EV.&#34;</li><li>Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.</li><li>It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.</li></ul><p><img src=\"https://static.tigerbbs.com/48961fc406e0289960175b055105f015\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Critics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.</p><p>The same goes for other concepts, such asHonda&#39;s Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to &#34;focus on more practical applications.&#34; None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.</p><p>Tesla&#39;s robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.</p><p><img src=\"https://static.tigerbbs.com/5780d19805b143394d1cccb72a98ac6d\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>It is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.</p><p>For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.</p><p><img src=\"https://static.tigerbbs.com/9fbe300b4c6989fade2f3522cfee49eb\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Cost Savings</p><p>One of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in &#34;building the machine that builds the machine,&#34; like their Gigafactories.</p><p>For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.</p><p>Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright&#39;s Law. For example, according to Wright&#39;s law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots&#39; components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla&#39;s own production chain, producing more cars and robots.</p><p><img src=\"https://static.tigerbbs.com/bb9b7b69eca0bcc3d547dcee35162406\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>There is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla&#39;s FSD Beta software alone currently costs US$15K, and sells very well.</p><p>Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That&#39;s a 4x increase in output. Let&#39;s say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.</p><p>That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.</p><p><img src=\"https://static.tigerbbs.com/b7e5dc767ae2f36f0f5ba809cf7b9637\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>With a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.</p><p>The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla&#39;s AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.</p><p><img src=\"https://static.tigerbbs.com/5ee780b98aa96a00300a696e280cf786\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Tesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.</p><p>It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla&#39;s fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.</p><p>Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.</p><p><img src=\"https://static.tigerbbs.com/f969773a012764dc54e04de9cedeaa0e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Automotive Side</p><p>Tesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla&#39;s auto side itself can generate better returns than broad benchmarks such as the S&amp;P 500 (SPY).</p><p>In the transition to EVs, we believe that with Wright&#39;s Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.</p><p>In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla&#39;s market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.</p><p><img src=\"https://static.tigerbbs.com/98543a4dc086e1db225ea538cc5c71f3\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>This is also in line withElon Musk&#39;s expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla&#39;s average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.</p><p>For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.</p><p><img src=\"https://static.tigerbbs.com/2fa7a1659836da3ee6ab572806224152\" tg-width=\"640\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Calculations</p><p>OpEx is also likely to improve significantly over time, as Elon Musk himself alluded that &#34;OpEx. is embarrassingly high.&#34; Tesla&#39;s adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.</p><p>This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla&#39;s auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&amp;P 500.</p><p><img src=\"https://static.tigerbbs.com/fd7f2dced45f19caff10798400d7a8bf\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>We used the mean of theS&amp;P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&amp;P 500 is more likely to trade below its historical average return because economic growth is currently stalling.</p><p>Developments, Macroeconomics &amp; Risks</p><p>While many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.</p><p>According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.</p><p>In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.</p><p><img src=\"https://static.tigerbbs.com/0104878c08973b5c44e0881be20c144d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>On the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.</p><p>Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a &#34;demand-side problem,&#34; Tesla mentioned that it was actually due to the fact that it is &#34;increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.&#34; We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street&#39;s expectations.</p><p>Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&amp;P global and are no longer &#34;junk bonds.&#34; Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.</p><p><img src=\"https://static.tigerbbs.com/7faae7db7817551fd0be2c8bcc40fe0c\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>The Bottom Line</p><p>Optimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&amp;P 500 with its automotive operations alone.</p><p>Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company&#39;s valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla&#39;s expertise in &#34;building the machines that make the machines&#34; puts them in pole position to dominate the innovative sectors in which Tesla operates.</p><p>In essence, we fully support Elon Musk&#39;s view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla&#39;s biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.</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 Is A Bargain With Optimus And Recent Events</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is A Bargain With Optimus And Recent Events\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events\">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/4545812-tesla-stock-bargain-with-optimus-and-recent-events","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126298657","content_text":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.We judge that the automotive component of Tesla's business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.We think that Tesla's new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.Bumble CAs Tesla's Humanoid Robot is still under development, they were able to show their prototype \"Bumble C,\" which is to become a low-cost and mass-producible Optimus robot.The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.Tesla AI DayWe want to highlight the key differences between what makes Tesla's bot so different from competitors such as Boston Dynamics, Honda and others:Optimus is intended for mass production (i.e., thousands or millions of units).Project progress was made in just 6 to 8 months, compared with decades at competitors.The robot is expected to be affordable, costing only US$20K to manufacture, or \"significantly less expensive than an EV.\"Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.Tesla AI DayCritics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.The same goes for other concepts, such asHonda's Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to \"focus on more practical applications.\" None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.Tesla's robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.Tesla AI DayIt is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.Tesla AI DayThe Cost SavingsOne of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in \"building the machine that builds the machine,\" like their Gigafactories.For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright's Law. For example, according to Wright's law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots' components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla's own production chain, producing more cars and robots.Tesla AI DayThere is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla's FSD Beta software alone currently costs US$15K, and sells very well.Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That's a 4x increase in output. Let's say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.Tesla AI DayWith a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla's AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.Tesla AI DayTesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla's fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.Tesla AI DayThe Automotive SideTesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla's auto side itself can generate better returns than broad benchmarks such as the S&P 500 (SPY).In the transition to EVs, we believe that with Wright's Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla's market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.Tesla IRThis is also in line withElon Musk's expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla's average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.Author's CalculationsOpEx is also likely to improve significantly over time, as Elon Musk himself alluded that \"OpEx. is embarrassingly high.\" Tesla's adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla's auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&P 500.Tesla IRWe used the mean of theS&P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&P 500 is more likely to trade below its historical average return because economic growth is currently stalling.Developments, Macroeconomics & RisksWhile many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.Data by YChartsOn the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a \"demand-side problem,\" Tesla mentioned that it was actually due to the fact that it is \"increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.\" We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street's expectations.Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&P global and are no longer \"junk bonds.\" Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.Tesla IRThe Bottom LineOptimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&P 500 with its automotive operations alone.Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company's valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla's expertise in \"building the machines that make the machines\" puts them in pole position to dominate the innovative sectors in which Tesla operates.In essence, we fully support Elon Musk's view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla's biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912200013,"gmtCreate":1664838784532,"gmtModify":1676537515036,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Gogo","listText":"Gogo","text":"Gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912200013","repostId":"1191712748","repostType":4,"repost":{"id":"1191712748","pubTimestamp":1664809014,"share":"https://ttm.financial/m/news/1191712748?lang=&edition=fundamental","pubTime":"2022-10-03 22:56","market":"us","language":"en","title":"Tesla’s Q3 Deliveries Fell Short, Now What?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191712748","media":"TipRanks","summary":"Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla ,as expected, announcedrecord deliveriesof 343,830 vehicles in Q3. However, this fell short of Street’s estimates of about 364,000. Wedbush analystDaniel Ivesbelieves this shortfall will not sit well with Street. This may hurt TSLA stock, which is down about 25% year-to-date.Ives stated, “While the reasoning  from Tesla makes sense on paper, the St","content":"<div>\n<p>Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla (NASDAQ: TSLA), as expected, announced record ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/teslas-nasdaqtsla-q3-deliveries-fell-short-now-what\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s Q3 Deliveries Fell Short, Now What?</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’s Q3 Deliveries Fell Short, Now What?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-03 22:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/teslas-nasdaqtsla-q3-deliveries-fell-short-now-what><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla (NASDAQ: TSLA), as expected, announced record ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/teslas-nasdaqtsla-q3-deliveries-fell-short-now-what\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.tipranks.com/news/article/teslas-nasdaqtsla-q3-deliveries-fell-short-now-what","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191712748","content_text":"Story HighlightsTesla’s Q3 vehicle deliveries came below Street’s estimates. TSLA stock could remain under pressure as Q3 deliveries disappoint.Tesla (NASDAQ: TSLA), as expected, announced record deliveries of 343,830 vehicles in Q3. However, this fell short of Street’s estimates of about 364,000. Wedbush analyst Daniel Ives believes this shortfall will not sit well with Street. This may hurt TSLA stock, which is down about 25% year-to-date.Ives stated, “While the reasoning (in the PR) from Tesla makes sense on paper, the Street will not be convinced and lingering worries about demand issues will persist until we hear around year-end unit guidance onTesla’s conference call October 19th.”Notably, Tesla highlighted that the third quarter faced delivery challenges at reasonable costs. Ives views the Q3 delivery shortfall as “more of a logistical speed bump rather than the start of a softer delivery trajectory into 4Q/2023.”Despite the missed deliveries, Ives continues to be bullish on TSLA stock with a price target of $360 (35.7% upside potential).Is Tesla a Buy or Sell Right Now?Supply-chain and logistics issues and a higher input cost environment are taking a toll on TSLA and other EV (electric vehicle) manufacturers. TipRanks’ data reveals that Street is cautiously optimistic about TSLA stock. It sports a Moderate Buy consensus rating based on 18 Buy, six Hold, and five Sell recommendations.Further, TSLA’s average price target of $311.19 implies a 17.3% upside potential.It’s worth mentioning that TSLA has negative signals from hedge funds and insiders, with both selling the stock last quarter. Tesla stock commands a Neutral Smart Score of 5 out 10 on TipRanks.Bottom LineThe higher commodity costs and supply constraints could pose production and margin headwinds for TSLA and other automakers in the short term. However, secular tailwinds like policy support, demand, and innovation provide a solid foundation for long-term growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918954836,"gmtCreate":1664319830225,"gmtModify":1676537430205,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Jiayou","listText":"Jiayou","text":"Jiayou","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918954836","repostId":"1113839576","repostType":4,"repost":{"id":"1113839576","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1664291030,"share":"https://ttm.financial/m/news/1113839576?lang=&edition=fundamental","pubTime":"2022-09-27 23:03","market":"us","language":"en","title":"Elon Musk's Deposition in Twitter Litigation Rescheduled for Oct. 6-7","url":"https://stock-news.laohu8.com/highlight/detail?id=1113839576","media":"Reuters","summary":"Sept 27 (Reuters) - Elon Musk is scheduled to be questioned under oath by Twitter Inc  lawyers on Oc","content":"<html><head></head><body><p>Sept 27 (Reuters) - Elon Musk is scheduled to be questioned under oath by <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc </a> lawyers on Oct. 6-7, a court filing said Tuesday, as the social media company prepares for an Oct. 17 trial over the billionaire&#39;s bid to walk away from his $44 billion takeover.</p><p>Musk was originally scheduled to be deposed this week.</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>Elon Musk's Deposition in Twitter Litigation Rescheduled for Oct. 6-7</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk's Deposition in Twitter Litigation Rescheduled for Oct. 6-7\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-27 23:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sept 27 (Reuters) - Elon Musk is scheduled to be questioned under oath by <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc </a> lawyers on Oct. 6-7, a court filing said Tuesday, as the social media company prepares for an Oct. 17 trial over the billionaire&#39;s bid to walk away from his $44 billion takeover.</p><p>Musk was originally scheduled to be deposed this week.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113839576","content_text":"Sept 27 (Reuters) - Elon Musk is scheduled to be questioned under oath by Twitter Inc  lawyers on Oct. 6-7, a court filing said Tuesday, as the social media company prepares for an Oct. 17 trial over the billionaire's bid to walk away from his $44 billion takeover.Musk was originally scheduled to be deposed this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911503968,"gmtCreate":1664232893754,"gmtModify":1676537412758,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911503968","repostId":"2270287703","repostType":4,"repost":{"id":"2270287703","pubTimestamp":1664205490,"share":"https://ttm.financial/m/news/2270287703?lang=&edition=fundamental","pubTime":"2022-09-26 23:18","market":"us","language":"en","title":"Better Buy: Tesla Stock or the Entire Nasdaq?","url":"https://stock-news.laohu8.com/highlight/detail?id=2270287703","media":"Motley Fool","summary":"In a battle between one of America's favorite stocks and a currently out-of-favor index, which will wind up on top?","content":"<html><head></head><body><p>Few companies have quite the public following of electric-car company <a href=\"https://laohu8.com/S/TSLA\">Tesla </a>. Under the leadership of Elon Musk, its pioneering electric cars have changed the game so much that California has even set a future ban on the sale of gas-powered cars. Yet that world-changing innovation as brought with it the expectation of even more greatness to come, and that could present a problem for today&#39;s investors.</p><p>Tesla&#39;s recent $862.7 billion market capitalization is more than 12 times the company&#39;s trailing revenue and more than 90 times the company&#39;s trailing profit. That makes it still look pricey, even in today&#39;s generally downward-trending stock market.</p><p>This raises a key question for potential investors. Which is more important: Tesla&#39;s innovation or its valuation? In other words, if you&#39;re looking to invest in stocks as the market swoons, which looks like a better buy, Tesla or the entire <b>Nasdaq</b>?</p><h2>The case for Tesla</h2><p>According to data collected by InsideEVs, Tesla is still registering more all-electric cars than any other manufacturer, with more than 564,000 vehicles registered in the first half of 2022. In addition to its market share lead, Tesla expects that its investment in its Gigafactories will dramatically lower its costs when it comes to batteries. Since batteries are such an important component of both an electric car&#39;s cost and its range, that investment should help Tesla have a cost advantage over other manufacturers.</p><p>In addition, since Tesla has <i>always </i>been an all-electric vehicle manufacturer, it doesn&#39;t have the legacy costs and structures that traditional gas-powered-car companies have in place. Those structures were built up over decades to optimize for manufacturing gas-powered cars. While that helps with scale and efficiency, those same factors often get in the way of helping a company be more nimble and change with the times. That may hinder other car companies&#39; ability to play catch-up with Tesla on electric cars.</p><p>A cost advantage on batteries plus a business model built from the ground up for electric vehicles certainly puts Tesla in a great spot as the world shifts to a higher proportion of electric cars.</p><h2>The case against Tesla</h2><p>Of course, Tesla faces challenges in the electric-vehicle space as well. First, it is losing its early mover advantage. While that InsideEVs report still had Tesla in the lead when it came to electric-vehicle registrations, it also indicated that Tesla&#39;s market share of EVs was 19% -- and shrinking. That means competition is getting a stronger foothold -- and gaining their <i>own </i>economies of scale to improve their ability to effectively operate in the electric car space.</p><p>Second, according to the JD Power Initial Quality Survey for 2022, Tesla&#39;s initial quality is below average in the automobile industry. It scored 226 problems per 100 vehicles, versus 180 problems per 100 vehicles for the typical car. In a world where electric cars are premium-priced to gas-powered ones to cover those battery costs, having below-average initial quality makes it tough to command a premium price. That&#39;ll be especially true as consumer choice continues to increase as competition intensifies.</p><p>Then, of course, there&#39;s Tesla&#39;s valuation. Before the COVID-19 pandemic, worldwide car sales were around 74.9 million units in 2019, up from an average around 71 million throughout the 2010s. Tesla&#39;s $862.7 billion market cap gives it a price tag of around $11,500 <i>per</i> <i>car sold by all manufacturers in 2019</i>, worldwide. To justify that kind of valuation, Tesla would need to become a dominant player across the entire industry, not just a fast mover (and one losing share) in just a segment of it.</p><p>Is it possible that Tesla could get there? Maybe, but its shares are trading as though that has already happened. As a result, I&#39;m not sure where future shareholder returns would come from, even if the company does reach that pinnacle of success.</p><h2>What about the entire Nasdaq?</h2><p>On the flip side, the Nasdaq as a whole currently trades at about 22 times the trailing earnings of its constituent companies, thanks to a fairly substantial market decline in 2022. While a little higher than a value investor would like to see, it&#39;s not that far out of whack with its pre-pandemic trends .</p><p>In addition, the <a href=\"https://laohu8.com/S/ONEQ\">Fidelity Nasdaq Composite Index ETF </a>, which attempts to track the Nasdaq, offers investors a chance to buy the index for a reasonably low 0.21% expense ratio. That makes buying shares in the entire Nasdaq about as easy as buying shares in Tesla, without having to sacrifice a huge part of your overall potential return to overhead fees.</p><h2>Which is a better buy?</h2><p>At a lower valuation -- 22 times for the Nasdaq composite, versus 90 times earnings for Tesla -- the Nasdaq wins out as a better buy on valuation. When it comes to business prospects, Tesla clearly has room to grow as the electric-vehicle market does. With its stock price already reflecting the anticipated success from that growth, however, it&#39;s hard to justify paying the premium price over the overall index.</p><p>Overall, the decline in the overall market has opened up an opportunity to where the entire Nasdaq looks like a better buy at the moment than Tesla does. You get broader diversification by owning an index, a better value and, as a result, a higher likelihood of being rewarded from any business growth that may take place in the underlying companies.</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>Better Buy: Tesla Stock or the Entire Nasdaq?</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\">\nBetter Buy: Tesla Stock or the Entire Nasdaq?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/26/better-buy-tesla-stock-or-the-entire-nasdaq/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few companies have quite the public following of electric-car company Tesla . Under the leadership of Elon Musk, its pioneering electric cars have changed the game so much that California has even set...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/26/better-buy-tesla-stock-or-the-entire-nasdaq/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ONEQ":"Fidelity NASDAQ Composite Index ETF","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/09/26/better-buy-tesla-stock-or-the-entire-nasdaq/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270287703","content_text":"Few companies have quite the public following of electric-car company Tesla . Under the leadership of Elon Musk, its pioneering electric cars have changed the game so much that California has even set a future ban on the sale of gas-powered cars. Yet that world-changing innovation as brought with it the expectation of even more greatness to come, and that could present a problem for today's investors.Tesla's recent $862.7 billion market capitalization is more than 12 times the company's trailing revenue and more than 90 times the company's trailing profit. That makes it still look pricey, even in today's generally downward-trending stock market.This raises a key question for potential investors. Which is more important: Tesla's innovation or its valuation? In other words, if you're looking to invest in stocks as the market swoons, which looks like a better buy, Tesla or the entire Nasdaq?The case for TeslaAccording to data collected by InsideEVs, Tesla is still registering more all-electric cars than any other manufacturer, with more than 564,000 vehicles registered in the first half of 2022. In addition to its market share lead, Tesla expects that its investment in its Gigafactories will dramatically lower its costs when it comes to batteries. Since batteries are such an important component of both an electric car's cost and its range, that investment should help Tesla have a cost advantage over other manufacturers.In addition, since Tesla has always been an all-electric vehicle manufacturer, it doesn't have the legacy costs and structures that traditional gas-powered-car companies have in place. Those structures were built up over decades to optimize for manufacturing gas-powered cars. While that helps with scale and efficiency, those same factors often get in the way of helping a company be more nimble and change with the times. That may hinder other car companies' ability to play catch-up with Tesla on electric cars.A cost advantage on batteries plus a business model built from the ground up for electric vehicles certainly puts Tesla in a great spot as the world shifts to a higher proportion of electric cars.The case against TeslaOf course, Tesla faces challenges in the electric-vehicle space as well. First, it is losing its early mover advantage. While that InsideEVs report still had Tesla in the lead when it came to electric-vehicle registrations, it also indicated that Tesla's market share of EVs was 19% -- and shrinking. That means competition is getting a stronger foothold -- and gaining their own economies of scale to improve their ability to effectively operate in the electric car space.Second, according to the JD Power Initial Quality Survey for 2022, Tesla's initial quality is below average in the automobile industry. It scored 226 problems per 100 vehicles, versus 180 problems per 100 vehicles for the typical car. In a world where electric cars are premium-priced to gas-powered ones to cover those battery costs, having below-average initial quality makes it tough to command a premium price. That'll be especially true as consumer choice continues to increase as competition intensifies.Then, of course, there's Tesla's valuation. Before the COVID-19 pandemic, worldwide car sales were around 74.9 million units in 2019, up from an average around 71 million throughout the 2010s. Tesla's $862.7 billion market cap gives it a price tag of around $11,500 per car sold by all manufacturers in 2019, worldwide. To justify that kind of valuation, Tesla would need to become a dominant player across the entire industry, not just a fast mover (and one losing share) in just a segment of it.Is it possible that Tesla could get there? Maybe, but its shares are trading as though that has already happened. As a result, I'm not sure where future shareholder returns would come from, even if the company does reach that pinnacle of success.What about the entire Nasdaq?On the flip side, the Nasdaq as a whole currently trades at about 22 times the trailing earnings of its constituent companies, thanks to a fairly substantial market decline in 2022. While a little higher than a value investor would like to see, it's not that far out of whack with its pre-pandemic trends .In addition, the Fidelity Nasdaq Composite Index ETF , which attempts to track the Nasdaq, offers investors a chance to buy the index for a reasonably low 0.21% expense ratio. That makes buying shares in the entire Nasdaq about as easy as buying shares in Tesla, without having to sacrifice a huge part of your overall potential return to overhead fees.Which is a better buy?At a lower valuation -- 22 times for the Nasdaq composite, versus 90 times earnings for Tesla -- the Nasdaq wins out as a better buy on valuation. When it comes to business prospects, Tesla clearly has room to grow as the electric-vehicle market does. With its stock price already reflecting the anticipated success from that growth, however, it's hard to justify paying the premium price over the overall index.Overall, the decline in the overall market has opened up an opportunity to where the entire Nasdaq looks like a better buy at the moment than Tesla does. You get broader diversification by owning an index, a better value and, as a result, a higher likelihood of being rewarded from any business growth that may take place in the underlying companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913205041,"gmtCreate":1663986414283,"gmtModify":1676537375654,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913205041","repostId":"2269457821","repostType":4,"repost":{"id":"2269457821","pubTimestamp":1663983319,"share":"https://ttm.financial/m/news/2269457821?lang=&edition=fundamental","pubTime":"2022-09-24 09:35","market":"us","language":"en","title":"Why Tesla Dropped Over 4% Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=2269457821","media":"Motley Fool","summary":"A widely reported recall isn't the reason investors are selling today.","content":"<html><head></head><body><h3>KEY POINTS</h3><ul><li>Investors get excited about Tesla&#39;s future potential, but its high valuation still can&#39;t be ignored.</li><li>The stock has a P/E above 60 based on expectations for 2022 earnings.</li><li>The tech sector is getting hit hard right now, and high-valuation stocks will likely be taken down the most.</li></ul><h3>What happened</h3><p>Word spread quickly yesterday that almost 1.1 million <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> vehicles were being recalled. But that&#39;s likely not why the stock tumbled today. Tesla stock closed down 4.6% on Friday.</p><h3>So what</h3><p>The stock market isn&#39;t always efficient, but simple math indicates that the recall isn&#39;t the reason Tesla shares have dropped for a second straight day. Tesla&#39;s market cap has dropped by $75 billion over just the last two trading sessions, and the recall isn&#39;t even going to require vehicles be returned to service centers.</p><p>So what has caused more than an 8% decline in Tesla shares over two days? It may have a more simple explanation.</p><h3>Now what</h3><p>The recall of almost 1.1 million Tesla EVs was to correct the automated window system from potentially failing to detect obstruction, causing a potential pinch hazard. It covers some Model 3s from as far back as 2017 and newer versions of Models X, S, and Y. Tesla CEO Elon Musk took to <b>Twitter</b> to add a little more color to what the National Highway Traffic Safety Administration (NHTSA) published.</p><p>The company said it wasn&#39;t aware of any warranty claims, let alone injuries, from the problem. Musk noted the vehicles will all be fixed with what he called &#34;a tiny over-the-air software update,&#34; and questioned whether the terminology from the NHTSA should change for vehicle software updates. He didn&#39;t want to even use the term &#34;recall,&#34; calling it &#34;outdated &amp; inaccurate&#34; with a fix that doesn&#39;t require the car be physically serviced.</p><p>Though the recall had the headlines, Tesla shares are more likely lower over the past two days in line with the tech sector of the market in general. With the Federal Reserve interest rate hike this week, some investors see the risks of recession increasing. A stock like Tesla with a valuation representing a forward price-to-earnings ratio of about 65 is a prime candidate to get hit the hardest.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Dropped Over 4% Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Dropped Over 4% Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/23/why-tesla-dropped-as-much-as-5-friday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSInvestors get excited about Tesla's future potential, but its high valuation still can't be ignored.The stock has a P/E above 60 based on expectations for 2022 earnings.The tech sector is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/23/why-tesla-dropped-as-much-as-5-friday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","TSLA":"特斯拉","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/09/23/why-tesla-dropped-as-much-as-5-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269457821","content_text":"KEY POINTSInvestors get excited about Tesla's future potential, but its high valuation still can't be ignored.The stock has a P/E above 60 based on expectations for 2022 earnings.The tech sector is getting hit hard right now, and high-valuation stocks will likely be taken down the most.What happenedWord spread quickly yesterday that almost 1.1 million Tesla  vehicles were being recalled. But that's likely not why the stock tumbled today. Tesla stock closed down 4.6% on Friday.So whatThe stock market isn't always efficient, but simple math indicates that the recall isn't the reason Tesla shares have dropped for a second straight day. Tesla's market cap has dropped by $75 billion over just the last two trading sessions, and the recall isn't even going to require vehicles be returned to service centers.So what has caused more than an 8% decline in Tesla shares over two days? It may have a more simple explanation.Now whatThe recall of almost 1.1 million Tesla EVs was to correct the automated window system from potentially failing to detect obstruction, causing a potential pinch hazard. It covers some Model 3s from as far back as 2017 and newer versions of Models X, S, and Y. Tesla CEO Elon Musk took to Twitter to add a little more color to what the National Highway Traffic Safety Administration (NHTSA) published.The company said it wasn't aware of any warranty claims, let alone injuries, from the problem. Musk noted the vehicles will all be fixed with what he called \"a tiny over-the-air software update,\" and questioned whether the terminology from the NHTSA should change for vehicle software updates. He didn't want to even use the term \"recall,\" calling it \"outdated & inaccurate\" with a fix that doesn't require the car be physically serviced.Though the recall had the headlines, Tesla shares are more likely lower over the past two days in line with the tech sector of the market in general. With the Federal Reserve interest rate hike this week, some investors see the risks of recession increasing. A stock like Tesla with a valuation representing a forward price-to-earnings ratio of about 65 is a prime candidate to get hit the hardest.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913097265,"gmtCreate":1663887704658,"gmtModify":1676537354644,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9913097265","repostId":"1177261377","repostType":4,"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910643933,"gmtCreate":1663629033822,"gmtModify":1676537302349,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910643933","repostId":"1129014273","repostType":4,"repost":{"id":"1129014273","pubTimestamp":1663661502,"share":"https://ttm.financial/m/news/1129014273?lang=&edition=fundamental","pubTime":"2022-09-20 16:11","market":"us","language":"en","title":"Grab: Another Top Southeast Asian Growth Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1129014273","media":"Seeking Alpha","summary":"SummaryGrab is the largest ride-sharing and grocery delivery company in Southeast Asia.The company h","content":"<html><head></head><body><h2>Summary</h2><ul><li>Grab is the largest ride-sharing and grocery delivery company in Southeast Asia.</li><li>The company hit record revenue in Q2 2022 and continues to increase monthly active users on its platform.</li><li>I like GRAB stock under $5 as a strong buy and believe it&#39;s one of the best foreign stocks to hold right now.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9026cb119cc53c5298d01fc6b1711b8b\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>bankkgraphy</span></p><p>Grab (NASDAQ:GRAB) is a Singaporean-based ride-sharing and grocery delivery company with operations all over Southeast Asia.</p><p>I don&#39;t normally highlight foreign companies because American companies benefit from a much larger economy and consumers with a relatively high annual income.</p><p>But every now and then, I find value in foreign companies with a wide moat and strong brand recognition.</p><p>Grab fits the bill perfectly because the company dominates its marketplace in Southeast Asia. I&#39;ve visited Thailand and Philippines over the years and you will see green Grab delivery riders everywhere.</p><p>The company is so dominant that Uber (UBER) sold its operations to Grab and bought a stake in the company as a blatant surrender move.</p><p>In this article, I&#39;ll give you a general breakdown of Grab and share several reasons why I&#39;m bullish on the company long term.</p><h2>Grab Overview</h2><p>Grab was founded in 2016 by Singapore Billionaire Anthony Tan who had a vision of building a super-app for Southeast Asia.</p><p>Southeast Asia is made up of 8 countries and has a total population of 683 million people.</p><p>It&#39;s one of the fastest growing economies in the world thanks to massive technological advances and foreign investment.</p><p>Grab operates in 4 key segments: Delivery, Mobility, Financial Services, and Enterprise Services (Advertising for businesses).</p><p>The American ride sharing &amp; food delivery industry has many competitors such as Uber, Lyft (LYFT), DoorDash (DASH), and several other small companies who compete aggressively for the huge $ tide sharing market.</p><p>On the other hand, Grab only has 1 competitor in Southeast Asia called Foodpanda, a smaller company based out of Europe.</p><h2>Record Q2 Revenue and GMV</h2><p>The company hit record Q2 revenue of $321 million (Up 79% YoY) along with record Q2 GMV of $5.1 billion (Up 30% YoY).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aca6a4b7afe32d866b123c7ad3bc5973\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Financials (grab.com)</span></p><p>Monthly Transacting Users (MTAs) reached 32.6 million (Up 12% YoY) with 62% of users using 2 or more services on the app.</p><p>Net losses were $572 million, which was a 27% improvement from Q2 2021.</p><p>Grab continues to grow its MTA and establish a massive footprint in Southeast Asia. I don&#39;t see any competitors taking market share from the company right now and Grab will be able to raise prices to adjust for inflation to keep both merchants and consumers on a level playing field.</p><h2>Deliveries</h2><p>Delivery revenue grew 199% YoY and makes up nearly 50% of the company&#39;s revenue and Grab just announced a new partnership with Coca-Cola (KO) in August 2022 to offer more of its products on the app.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f9aa62bcd9e18dd9dc1501b4a322358\" tg-width=\"640\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Deliveries (grab.com)</span></p><p>Grocery &amp; food delivery is a stable and lucrative business that the company can continue profiting from. The Grab app makes it easy to order from any restaurant or grocery store within a 20 km radius, which gives app users a wide range of selections.</p><p>Grab can onload more restaurants and increase its revenue as more users flock to its app.</p><h2>Mobility</h2><p>Mobility bounced back nicely in Q2 2022 and Grab saw a nice revenue boost of 37% in its ride sharing segment due to higher tourist activity and international travel.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f8cc1e637a6d3ae80030c2a86c9757a\" tg-width=\"640\" tg-height=\"267\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Mobility (grab.com)</span></p><p>Grab does compete with motorcycle taxis that offer citywide transportation throughout Southeast Asia at a lower cost. It will be interesting to see if Grab adds motorcycle rides to its platform in the future.</p><p>Southeast Asian countries are beginning to welcome back tourists and drop mask mandates, which is extremely bullish for its ridesharing segment.</p><h2>Financial Services</h2><p>Financial services saw a 94% in revenue YoY as more users use the company&#39;s digital payment app and applied for loans through Grab.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d2de6dd60e53c092bfecac927222563\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Financial Services (grab.com)</span></p><p>Grab is becoming a solid alternative to PayPal (PYPL) in Southeast Asia and could benefit from an increase in TPV over the next few years.</p><h2>Enterprise Services</h2><p>Grab&#39;s Enterprise services saw a 30% revenue boost YoY as more companies spent money on GrabAds to drive higher customer sales volume.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a25d5c353a8942bd7a96e0e7100db743\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Grab Q2 2022 Enterprise Services (grab.com)</span></p><p>Grab isn&#39;t generating a lot of revenue from merchant ads but could scale this segment as MTA is approaching 50+ million.</p><p>The company also launched Grab Maps in August 2022 to help alleviate many of its problems using standard Google Maps.</p><p>Management expects to break even on the food &amp; deliveries segment much earlier than expected.</p><h2>My Bullish Take</h2><p>GRAB stock trades around $3 and is down 61% from its initial SPAC IPO.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2b4098c6633fecb6afcda2efcdbcb04\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/><span>GRAB data by YCharts</span></p><p>The company made history by becoming the most expensive SPAC IPO of all-time with an initial valuation of $40 billion.</p><p>What&#39;s most intriguing is that Altimeter Capital selected Grab as its SPAC partner.</p><p>I trust their judgement and believe Grab is one of the best stocks under $5 to own right now.</p><p>Digital technological advances in Southeast Asia will drive higher per capita incomes and more e-commerce activity in the future.</p><p>Grab CEO Anthony Tan believes the company will be profitable soon and could start generating positive EBITDA as soon as 2023.</p><p>Not only is Grab a ride sharing &amp; delivery app but the app offers other services including digital payments, bill pay, and smartphone credit purchase.</p><p>Whenever you visit Southeast Asia, you must download the Grab app to get around the city. Grab doesn&#39;t have a large footprint in rural areas of Southeast Asia but that&#39;s okay because most tourists and higher income residents live in the major cities such as Singapore, Manila, Bangkok, etc.</p><h2>Risk Factors</h2><p>Grab is a fast growing company but there are several risk factors that I worry about. If the Southeast Asian economy slows down then Grab will suffer from a reduction in e-commerce activity.</p><p>There are also the risks of Uber or early Grab investors dumping their stakes once the SPAC lockup period ends.</p><p>Grab has 4 billion shares outstanding and I wonder if future share dilution will become an ongoing problem. That&#39;s a high number of shares for a SPAC so further dilution could send GRAB stock heading towards $1 in a hurry.</p><h2>Conclusion</h2><p>I made the most of my investment gains over my career by purchasing wonderful stocks when nobody wanted them under $10 per share.</p><p>Singapore is a beautiful country and Grab is the corporate jewel of the city.</p><p>Grab has a 5% market share out of Southeast Asia&#39;s 680+ million residents and has a lot of growth potential in the future.</p><p>If you want to invest in Southeast Asia, then GRAB stock is probably your best bet right now.</p><p><i>This article was written by Investor Trip.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab: Another Top Southeast Asian Growth Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab: Another Top Southeast Asian Growth Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 16:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541808-grab-another-top-southeast-asian-growth-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGrab is the largest ride-sharing and grocery delivery company in Southeast Asia.The company hit record revenue in Q2 2022 and continues to increase monthly active users on its platform.I like ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541808-grab-another-top-southeast-asian-growth-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/article/4541808-grab-another-top-southeast-asian-growth-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129014273","content_text":"SummaryGrab is the largest ride-sharing and grocery delivery company in Southeast Asia.The company hit record revenue in Q2 2022 and continues to increase monthly active users on its platform.I like GRAB stock under $5 as a strong buy and believe it's one of the best foreign stocks to hold right now.bankkgraphyGrab (NASDAQ:GRAB) is a Singaporean-based ride-sharing and grocery delivery company with operations all over Southeast Asia.I don't normally highlight foreign companies because American companies benefit from a much larger economy and consumers with a relatively high annual income.But every now and then, I find value in foreign companies with a wide moat and strong brand recognition.Grab fits the bill perfectly because the company dominates its marketplace in Southeast Asia. I've visited Thailand and Philippines over the years and you will see green Grab delivery riders everywhere.The company is so dominant that Uber (UBER) sold its operations to Grab and bought a stake in the company as a blatant surrender move.In this article, I'll give you a general breakdown of Grab and share several reasons why I'm bullish on the company long term.Grab OverviewGrab was founded in 2016 by Singapore Billionaire Anthony Tan who had a vision of building a super-app for Southeast Asia.Southeast Asia is made up of 8 countries and has a total population of 683 million people.It's one of the fastest growing economies in the world thanks to massive technological advances and foreign investment.Grab operates in 4 key segments: Delivery, Mobility, Financial Services, and Enterprise Services (Advertising for businesses).The American ride sharing & food delivery industry has many competitors such as Uber, Lyft (LYFT), DoorDash (DASH), and several other small companies who compete aggressively for the huge $ tide sharing market.On the other hand, Grab only has 1 competitor in Southeast Asia called Foodpanda, a smaller company based out of Europe.Record Q2 Revenue and GMVThe company hit record Q2 revenue of $321 million (Up 79% YoY) along with record Q2 GMV of $5.1 billion (Up 30% YoY).Grab Q2 2022 Financials (grab.com)Monthly Transacting Users (MTAs) reached 32.6 million (Up 12% YoY) with 62% of users using 2 or more services on the app.Net losses were $572 million, which was a 27% improvement from Q2 2021.Grab continues to grow its MTA and establish a massive footprint in Southeast Asia. I don't see any competitors taking market share from the company right now and Grab will be able to raise prices to adjust for inflation to keep both merchants and consumers on a level playing field.DeliveriesDelivery revenue grew 199% YoY and makes up nearly 50% of the company's revenue and Grab just announced a new partnership with Coca-Cola (KO) in August 2022 to offer more of its products on the app.Grab Q2 2022 Deliveries (grab.com)Grocery & food delivery is a stable and lucrative business that the company can continue profiting from. The Grab app makes it easy to order from any restaurant or grocery store within a 20 km radius, which gives app users a wide range of selections.Grab can onload more restaurants and increase its revenue as more users flock to its app.MobilityMobility bounced back nicely in Q2 2022 and Grab saw a nice revenue boost of 37% in its ride sharing segment due to higher tourist activity and international travel.Grab Q2 2022 Mobility (grab.com)Grab does compete with motorcycle taxis that offer citywide transportation throughout Southeast Asia at a lower cost. It will be interesting to see if Grab adds motorcycle rides to its platform in the future.Southeast Asian countries are beginning to welcome back tourists and drop mask mandates, which is extremely bullish for its ridesharing segment.Financial ServicesFinancial services saw a 94% in revenue YoY as more users use the company's digital payment app and applied for loans through Grab.Grab Q2 2022 Financial Services (grab.com)Grab is becoming a solid alternative to PayPal (PYPL) in Southeast Asia and could benefit from an increase in TPV over the next few years.Enterprise ServicesGrab's Enterprise services saw a 30% revenue boost YoY as more companies spent money on GrabAds to drive higher customer sales volume.Grab Q2 2022 Enterprise Services (grab.com)Grab isn't generating a lot of revenue from merchant ads but could scale this segment as MTA is approaching 50+ million.The company also launched Grab Maps in August 2022 to help alleviate many of its problems using standard Google Maps.Management expects to break even on the food & deliveries segment much earlier than expected.My Bullish TakeGRAB stock trades around $3 and is down 61% from its initial SPAC IPO.GRAB data by YChartsThe company made history by becoming the most expensive SPAC IPO of all-time with an initial valuation of $40 billion.What's most intriguing is that Altimeter Capital selected Grab as its SPAC partner.I trust their judgement and believe Grab is one of the best stocks under $5 to own right now.Digital technological advances in Southeast Asia will drive higher per capita incomes and more e-commerce activity in the future.Grab CEO Anthony Tan believes the company will be profitable soon and could start generating positive EBITDA as soon as 2023.Not only is Grab a ride sharing & delivery app but the app offers other services including digital payments, bill pay, and smartphone credit purchase.Whenever you visit Southeast Asia, you must download the Grab app to get around the city. Grab doesn't have a large footprint in rural areas of Southeast Asia but that's okay because most tourists and higher income residents live in the major cities such as Singapore, Manila, Bangkok, etc.Risk FactorsGrab is a fast growing company but there are several risk factors that I worry about. If the Southeast Asian economy slows down then Grab will suffer from a reduction in e-commerce activity.There are also the risks of Uber or early Grab investors dumping their stakes once the SPAC lockup period ends.Grab has 4 billion shares outstanding and I wonder if future share dilution will become an ongoing problem. That's a high number of shares for a SPAC so further dilution could send GRAB stock heading towards $1 in a hurry.ConclusionI made the most of my investment gains over my career by purchasing wonderful stocks when nobody wanted them under $10 per share.Singapore is a beautiful country and Grab is the corporate jewel of the city.Grab has a 5% market share out of Southeast Asia's 680+ million residents and has a lot of growth potential in the future.If you want to invest in Southeast Asia, then GRAB stock is probably your best bet right now.This article was written by Investor Trip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937841672,"gmtCreate":1663402344097,"gmtModify":1676537266321,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937841672","repostId":"1152089723","repostType":4,"repost":{"id":"1152089723","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":1663340678,"share":"https://ttm.financial/m/news/1152089723?lang=&edition=fundamental","pubTime":"2022-09-16 23:04","market":"us","language":"en","title":"EV Stocks Slumped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1152089723","media":"Tiger Newspress","summary":"EV Stocks slumped in morning trading. Tesla, Nio, Xpeng, Li Auto, TuSimple and Faraday Future slid between 2% and 7%.","content":"<html><head></head><body><p>EV Stocks slumped in morning trading. Tesla, Nio, Xpeng, Li Auto, TuSimple and Faraday Future slid between 2% and 7%.<img src=\"https://static.tigerbbs.com/9f2d198c0981f11d0e2fce2f717cd65d\" tg-width=\"444\" tg-height=\"604\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Slumped 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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Slumped 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\">2022-09-16 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV Stocks slumped in morning trading. Tesla, Nio, Xpeng, Li Auto, TuSimple and Faraday Future slid between 2% and 7%.<img src=\"https://static.tigerbbs.com/9f2d198c0981f11d0e2fce2f717cd65d\" tg-width=\"444\" tg-height=\"604\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","NKLA":"Nikola Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152089723","content_text":"EV Stocks slumped in morning trading. Tesla, Nio, Xpeng, Li Auto, TuSimple and Faraday Future slid between 2% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938772204,"gmtCreate":1662681103208,"gmtModify":1676537115093,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"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/9938772204","repostId":"2266981540","repostType":2,"repost":{"id":"2266981540","pubTimestamp":1662671994,"share":"https://ttm.financial/m/news/2266981540?lang=&edition=fundamental","pubTime":"2022-09-09 05:19","market":"sh","language":"en","title":"Apple and Elon Musk Discussed a Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=2266981540","media":"TheStreet","summary":"It's a big surprise. It's news that neither Apple  (AAPL)  fans nor admirers of the charismatic and ","content":"<html><body><div><p>It's a big surprise. </p><p>It's news that neither Apple <span> (<strong>AAPL</strong>) </span> fans nor admirers of the charismatic and whimsical Elon Musk could have imagined even in their wildest dreams. </p><p>And yet it seems that one of the most innovative companies of the last decades and the most influential and visionary boss of this same period were discussing a possible business partnership between the iPhone maker and SpaceX, the rocket launch company founded by Musk. </p><p>The news was announced by none other than the billionaire himself. In a post on Twitter, the richest man in the world announced that SpaceX and Apple have discussed an iPhone satellite service. Basically, the discussions between the two parties were about offering satellite connectivity to iPhones using Starlink, the satellite internet service offered by SpaceX.</p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for 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conversations with Apple about Starlink connectivity,\" the tech tycoon posted on Twitter on September 8.</p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"970x250\"],\"classes\":[\"is-970x250\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"970x250\"],\"classes\":[\"is-970x250\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-c6c21f5e17904feba68a611c19e43825\",\"visClasses\":[\"not-size-a\",\"not-size-b\",\"not-size-c\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-0\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[728,90],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":728,\"height\":90},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"D\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"id\":\"ad-c6c21f5e17904feba68a611c19e43825\",\"adUnitPath\":\"/88059007/www.thestreet.com/technology\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"970x250\"],\"classes\":[\"is-970x250\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"970x250\"],\"classes\":[\"is-970x250\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-7a3f201ddbaa4e9da4a2730d6b1541d9\",\"visClasses\":[\"not-size-a\",\"not-size-b\",\"not-size-d\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-0\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[728,90],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":728,\"height\":90},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"C\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"id\":\"ad-7a3f201ddbaa4e9da4a2730d6b1541d9\",\"adUnitPath\":\"/88059007/www.thestreet.com/technology\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><p>Musk, who has often dismissed Apple's recent innovations, complimented the tech giant: \"iPhone team is obv super smart.\"</p><p>He added that: \"For sure, closing link from space to phone will work best if phone software &amp; hardware adapt to space-based signals vs Starlink purely emulating cell tower.\"</p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-3a047d1ea5af42268e4a4e515cc018b5\",\"visClasses\":[\"not-size-a\",\"not-size-c\",\"not-size-d\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-0\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[728,90],[970,90],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":728,\"height\":90},{\"width\":970,\"height\":90},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"B\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"id\":\"ad-3a047d1ea5af42268e4a4e515cc018b5\",\"adUnitPath\":\"/88059007/www.thestreet.com/technology\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><p>He didn't say if the discussion was ongoing.</p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-512d963c2dae410cafb7e758426c9547\",\"visClasses\":[\"not-size-b\",\"not-size-c\",\"not-size-d\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-1\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[320,50],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"1\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"standard\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":320,\"height\":50},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"A\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"1\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"standard\"},\"id\":\"ad-512d963c2dae410cafb7e758426c9547\",\"adUnitPath\":\"/88059007/www.thestreet.com/technology\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><p>Apple didn't immediately respond to a request for comment.</p><div><figure><phoenix-twitter-embed block-on-gdpr-purpose-consent=\"content\" block-on-gdpr-vendor-consent=\"twitter\" tweet-url=\"https://twitter.com/elonmusk/status/1567930757473091584\"></phoenix-twitter-embed></figure></div><p>Musk's announcement comes a day after Apple unveiled its satellite communications service in partnership with Globalstar <span> (<strong>GSAT</strong>) </span>. The service will eventually allow users to make emergency calls over a satellite connection even when they don't have cell service. It is limited to messages at first. </p><div><span>Scroll to Continue</span></div><div><div><h2 aria-level=\"2\" role=\"heading\"><a href=\"https://laohu8.com/S/TST\">TheStreet</a> Recommends</h2></div></div><div><p><phoenix-recommendations additional_personalized_slices=\"[]\" 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sizes=\"320px\"/><img decoding=\"async\" nopin=\"true\" sizes=\"320px\" src=\"https://www.thestreet.com/.image/ar_16:9%2Cc_fill%2Ccs_srgb%2Cfl_progressive%2Cg_faces:center%2Cq_auto:good%2Cw_620/MTkxMzM0NjIwMzYzNDk5MTA2/traders2.jpg\" srcset=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"/></picture><div></div></phoenix-picture></div><div><div><div>MARKETS</div><div>^INDU^IN^COMPX</div></div><phoenix-ellipsis><h2 aria-level=\"2\" role=\"heading\">Stock Market Today - 9/8: Stocks End Higher After ECB Rate Hike, Hawkish Powell Talkocks Edge Higher After ECB Rate Hike, Hawkish Powell Talk</h2></phoenix-ellipsis><div><div><span><span><phoenix-timeago locale=\"en-us\"><time datetime=\"2022-09-08T07:48:39-04:00\" title=\"Sep 8, 2022 7:48 AM EDT\">Sep 8, 2022 7:48 AM EDT</time></phoenix-timeago></span></span></div></div></div></phoenix-card></phoenix-super-link></div><div><phoenix-super-link href=\"/investing/short-term-investing-prudent-strategy\"><phoenix-card config-token=\"eyJjb21wb25lbnRJbWFnZVN0eWxlIjoibGFuZHNjYXBlMTZ4OSIsImltYWdlIjpbeyJicmVha3BvaW50IjoiQSIsImltYWdlUHJvZmlsZSI6ImxhbmRzY2FwZTE2eDkiLCJzaXplcyI6W3sic2l6ZSI6MzIwfV19XSwiaW1hZ2VTdHlsZSI6ImxhbmRzY2FwZTE2eDkiLCJtZXRhIjpbIkIiLCJpbWFnZSIsImxhYmVsIl19\" index=\"1\" role=\"article\"><div><phoenix-picture><picture><source media=\"(min-width: 0px)\" sizes=\"320px\" type=\"image/webp\"/><source media=\"(min-width: 0px)\" sizes=\"320px\"/><img decoding=\"async\" nopin=\"true\" sizes=\"320px\" src=\"https://www.thestreet.com/.image/ar_16:9%2Cc_fill%2Ccs_srgb%2Cfl_progressive%2Cg_faces:center%2Cq_auto:good%2Cw_620/MTc5MTM4MTYyMjczMDM1MzA5/trader1.jpg\" srcset=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"/></picture><div></div></phoenix-picture></div><div><div><div>INVESTING</div></div><phoenix-ellipsis><h2 aria-level=\"2\" role=\"heading\">Short-Term Investing Can be Part of Prudent Strategy</h2></phoenix-ellipsis><div><div><span><span><phoenix-timeago locale=\"en-us\"><time datetime=\"2022-09-08T16:42:31-04:00\" title=\"Sep 8, 2022 4:42 PM EDT\">Sep 8, 2022 4:42 PM EDT</time></phoenix-timeago></span></span></div></div></div></phoenix-card></phoenix-super-link></div><div><phoenix-super-link href=\"/investing/targets-got-an-astounding-new-beauty-service\"><phoenix-card config-token=\"eyJjb21wb25lbnRJbWFnZVN0eWxlIjoibGFuZHNjYXBlMTZ4OSIsImltYWdlIjpbeyJicmVha3BvaW50IjoiQSIsImltYWdlUHJvZmlsZSI6ImxhbmRzY2FwZTE2eDkiLCJzaXplcyI6W3sic2l6ZSI6MzIwfV19XSwiaW1hZ2VTdHlsZSI6ImxhbmRzY2FwZTE2eDkiLCJtZXRhIjpbIkIiLCJpbWFnZSIsImxhYmVsIl19\" index=\"2\" role=\"article\"><div><phoenix-picture><picture><source media=\"(min-width: 0px)\" sizes=\"320px\" type=\"image/webp\"/><source media=\"(min-width: 0px)\" sizes=\"320px\"/><img decoding=\"async\" nopin=\"true\" sizes=\"320px\" src=\"https://www.thestreet.com/.image/ar_16:9%2Cc_fill%2Ccs_srgb%2Cfl_progressive%2Cg_faces:center%2Cq_auto:good%2Cw_620/MTkyMTk0MDAyNzg1Njc0NDc2/manicure_kl_090822.jpg\" srcset=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\"/></picture><div></div></phoenix-picture></div><div><div><div>INVESTING</div><div>TGT</div></div><phoenix-ellipsis><h2 aria-level=\"2\" role=\"heading\">Target's Got an Astounding New Beauty Service</h2></phoenix-ellipsis><div><div><span><span><phoenix-timeago locale=\"en-us\"><time datetime=\"2022-09-08T16:18:24-04:00\" title=\"Sep 8, 2022 4:18 PM EDT\">Sep 8, 2022 4:18 PM EDT</time></phoenix-timeago></span></span></div></div></div></phoenix-card></phoenix-super-link></div></phoenix-recommendations></p></div><p>Antennas compatible with the iPhone would connect to a satellite and communicate in places where there is no cellular connectivity. The service is supposed to work with a direct satellite connection (and would therefore not be compatible with current iPhone models), with the need to be outdoors and on the move. </p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"970x250\"],\"classes\":[\"is-970x250\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"970x250\"],\"classes\":[\"is-970x250\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for 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config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"970x250\"],\"classes\":[\"is-970x250\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"970x250\"],\"classes\":[\"is-970x250\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for 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years.</p><p>\"It is currently expected that [Apple] will make the services available to customers during the fourth quarter of 2022 (...) There is no assurance that the service launch will occur,\" Globalstar said in a regulatory filing.</p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-69ac8ca5b3e74d52a395e35e50c81ef5\",\"visClasses\":[\"not-size-a\",\"not-size-c\",\"not-size-d\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-1\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[728,90],[970,90],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"1\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":728,\"height\":90},{\"width\":970,\"height\":90},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"B\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"1\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"id\":\"ad-69ac8ca5b3e74d52a395e35e50c81ef5\",\"adUnitPath\":\"/88059007/www.thestreet.com/technology\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><h2>Long Feud</h2><p>The Apple-Globalstar partnership resembles an announcement made in late August by SpaceX and T-Mobile. According to the agreement, SpaceX will provide a satellite connection service in remote areas where the traditional cellular network is insufficient. </p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for 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TheStreet's Tom Bemis wrote. Starlink, the low-earth-orbit satellite network operated by SpaceX, is set to start launching a new generation of satellites next year. </p><p>\"The Starlink second generation satellites will be able to transmit directly to your cell phone,” Musk promised. “No more dead zones, in a nutshell.”</p><p>The service would use the 12 Ghz spectrum to offer a rudimentary connection via a 5G modem, and it should be launched in beta next year, only with texts at first.</p><aside><div><phoenix-ad 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config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"970x250\"],\"classes\":[\"is-970x250\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"970x250\"],\"classes\":[\"is-970x250\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for 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billionaire and executives at Tesla <span> (<strong>TSLA</strong>) </span>, Musk's electric vehicle maker, are constantly criticizing Apple. In February, Franz von Holzhausen, Tesla's chief designer, said that Apple had not invented anything for a very long time.</p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-71ab4bfecc3f444e9d0d4d09bcf70b0f\",\"visClasses\":[\"not-size-a\",\"not-size-c\",\"not-size-d\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-2\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[728,90],[970,90],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"2\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":728,\"height\":90},{\"width\":970,\"height\":90},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"B\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"2\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"id\":\"ad-71ab4bfecc3f444e9d0d4d09bcf70b0f\",\"adUnitPath\":\"/88059007/www.thestreet.com/technology\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><p>\"Oh my God, I've heard about Apple products. Now is like there's nothing to look forward to. Right!\" Franz von Holzhausen told Spike's Car radio in February. \"I feel like it's just a continuation. It's just kind of a slight refinement on the same thing,\" he said. \"Inspirationally, it's been hard to get, you know, super motivated by what they're doing.\"</p><p>In May, Musk himself did not hesitate to attack Apple by taking a stand on the controversial fee that the maker of the iPad and the Apple watch applies to in-app sales as well as in-app purchases.</p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-de82e0aaaa64485182e3f176b4a19a61\",\"visClasses\":[\"not-size-b\",\"not-size-c\",\"not-size-d\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-3\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[320,50],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"3\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"standard\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":320,\"height\":50},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"A\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"3\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"standard\"},\"id\":\"ad-de82e0aaaa64485182e3f176b4a19a61\",\"adUnitPath\":\"/88059007/www.thestreet.com/technology\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><p>\"Apple’s store is like having a 30% tax on the Internet. Definitely not ok,\" the tech tycoon posted on Twitter on May 3.</p><div><figure><phoenix-twitter-embed block-on-gdpr-purpose-consent=\"content\" block-on-gdpr-vendor-consent=\"twitter\" tweet-url=\"https://twitter.com/elonmusk/status/1521538016417787905\"></phoenix-twitter-embed></figure></div></div></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Elon Musk Discussed a Partnership</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\">\nApple and Elon Musk Discussed a Partnership\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-09 05:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/technology/apple-and-elon-musk-discussed-a-partnership><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a big surprise. It's news that neither Apple  (AAPL)  fans nor admirers of the charismatic and whimsical Elon Musk could have imagined even in their wildest dreams. And yet it seems that one of ...</p>\n\n<a href=\"https://www.thestreet.com/technology/apple-and-elon-musk-discussed-a-partnership\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4576":"AR","BK4566":"资本集团","BK4575":"芯片概念","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","AAPL":"苹果","BK4581":"高盛持仓","TSLA":"特斯拉","BK4512":"苹果概念","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念"},"source_url":"https://www.thestreet.com/technology/apple-and-elon-musk-discussed-a-partnership","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266981540","content_text":"It's a big surprise. It's news that neither Apple  (AAPL)  fans nor admirers of the charismatic and whimsical Elon Musk could have imagined even in their wildest dreams. And yet it seems that one of the most innovative companies of the last decades and the most influential and visionary boss of this same period were discussing a possible business partnership between the iPhone maker and SpaceX, the rocket launch company founded by Musk. The news was announced by none other than the billionaire himself. In a post on Twitter, the richest man in the world announced that SpaceX and Apple have discussed an iPhone satellite service. Basically, the discussions between the two parties were about offering satellite connectivity to iPhones using Starlink, the satellite internet service offered by SpaceX.iPhone Team Is 'Super Smart'\"We’ve had some promising conversations with Apple about Starlink connectivity,\" the tech tycoon posted on Twitter on September 8.Musk, who has often dismissed Apple's recent innovations, complimented the tech giant: \"iPhone team is obv super smart.\"He added that: \"For sure, closing link from space to phone will work best if phone software & hardware adapt to space-based signals vs Starlink purely emulating cell tower.\"He didn't say if the discussion was ongoing.Apple didn't immediately respond to a request for comment.Musk's announcement comes a day after Apple unveiled its satellite communications service in partnership with Globalstar  (GSAT) . The service will eventually allow users to make emergency calls over a satellite connection even when they don't have cell service. It is limited to messages at first. Scroll to ContinueTheStreet RecommendsMARKETS^INDU^IN^COMPXStock Market Today - 9/8: Stocks End Higher After ECB Rate Hike, Hawkish Powell Talkocks Edge Higher After ECB Rate Hike, Hawkish Powell TalkSep 8, 2022 7:48 AM EDTINVESTINGShort-Term Investing Can be Part of Prudent StrategySep 8, 2022 4:42 PM EDTINVESTINGTGTTarget's Got an Astounding New Beauty ServiceSep 8, 2022 4:18 PM EDTAntennas compatible with the iPhone would connect to a satellite and communicate in places where there is no cellular connectivity. The service is supposed to work with a direct satellite connection (and would therefore not be compatible with current iPhone models), with the need to be outdoors and on the move. Satellite functionality will be free with new iPhones for two years.\"It is currently expected that [Apple] will make the services available to customers during the fourth quarter of 2022 (...) There is no assurance that the service launch will occur,\" Globalstar said in a regulatory filing.Long FeudThe Apple-Globalstar partnership resembles an announcement made in late August by SpaceX and T-Mobile. According to the agreement, SpaceX will provide a satellite connection service in remote areas where the traditional cellular network is insufficient. The partnership is based on the technology offered by Starlink as TheStreet's Tom Bemis wrote. Starlink, the low-earth-orbit satellite network operated by SpaceX, is set to start launching a new generation of satellites next year. \"The Starlink second generation satellites will be able to transmit directly to your cell phone,” Musk promised. “No more dead zones, in a nutshell.”The service would use the 12 Ghz spectrum to offer a rudimentary connection via a 5G modem, and it should be launched in beta next year, only with texts at first.It's surprising to see Musk in discussions with Apple because the billionaire and executives at Tesla  (TSLA) , Musk's electric vehicle maker, are constantly criticizing Apple. In February, Franz von Holzhausen, Tesla's chief designer, said that Apple had not invented anything for a very long time.\"Oh my God, I've heard about Apple products. Now is like there's nothing to look forward to. Right!\" Franz von Holzhausen told Spike's Car radio in February. \"I feel like it's just a continuation. It's just kind of a slight refinement on the same thing,\" he said. \"Inspirationally, it's been hard to get, you know, super motivated by what they're doing.\"In May, Musk himself did not hesitate to attack Apple by taking a stand on the controversial fee that the maker of the iPad and the Apple watch applies to in-app sales as well as in-app purchases.\"Apple’s store is like having a 30% tax on the Internet. Definitely not ok,\" the tech tycoon posted on Twitter on May 3.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938149818,"gmtCreate":1662591256334,"gmtModify":1676537092843,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938149818","repostId":"2265008053","repostType":4,"repost":{"id":"2265008053","pubTimestamp":1662559438,"share":"https://ttm.financial/m/news/2265008053?lang=&edition=fundamental","pubTime":"2022-09-07 22:03","market":"us","language":"en","title":"Elon Musk Wins Request to Add Whistleblower Complaint To Twitter Case, But Is Denied Trial Delay","url":"https://stock-news.laohu8.com/highlight/detail?id=2265008053","media":"TheStreet","summary":"Twitter  (TWTR)  shares jumped higher Wednesday after Elon Musk was granted a request to add whistle","content":"<html><head></head><body><p>Twitter  (<b>TWTR</b>)  shares jumped higher Wednesday after Elon Musk was granted a request to add whistleblower allegations in support of his disputed takeover of the social media group, but was denied an attempt to delay the mid-October trial.</p><p>Chancellor Kathaleen McCormick of the Delaware Chancery granted Musk&#39;s request following a petition by his lawyer, Alex Spiro, during a hearing late Tuesday.</p><p>Sprio had asked the court for a few weeks&#34; to look into allegations made a former Twitter security chief, Peiter Zatko, that accused the social media group of insufficient oversight and a focus on profits that allowed spam accounts to proliferate on the micro-blogging platform.</p><p>Zatko, who is also know in the hacking community as &#39;Mudge&#39;, first provided details of his allegations last month to the U.S. Securities and Exchange Commission, the Department of Justice and the Federal Trade Commission.</p><p>The Tesla  (<b>TSLA</b>)  CEO was granted the right to include Zatko&#39;s allegations in his counter-suit against Twitter, which is demanding he follow-through on his early Spring promise to buy the company for around $44 billion.</p><p>However, Chancellor Kathaleen McCormick insisted the October 17 trial date will remain in place, suggesting any evidence from a Zatko deposition may not weigh heavily on her overall decision.</p><p>Twitter shares were marked 4.1% higher in early Wednesday trading to change hands at $40.33 each.</p><p>Musk has been locked in public dispute with Twitter since early July over the amount of so-called &#34;fake&#34; or &#34;bot&#34; accounts on the social media platform, which he says constitute a material change to the merger terms he agreed in the spring.</p><p>Twitter has demanded that Musk pay the promised $54.20 per share for the group, with attorney William Savitt accusing Musk of using the &#39;bot account&#39; controversy as a pretext to exiting his promised takeover.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Wins Request to Add Whistleblower Complaint To Twitter Case, But Is Denied Trial Delay</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Wins Request to Add Whistleblower Complaint To Twitter Case, But Is Denied Trial Delay\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 22:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/markets/musk-wins-right-to-add-whistleblower-to-twitter-case-denied-delay><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Twitter  (TWTR)  shares jumped higher Wednesday after Elon Musk was granted a request to add whistleblower allegations in support of his disputed takeover of the social media group, but was denied an ...</p>\n\n<a href=\"https://www.thestreet.com/markets/musk-wins-right-to-add-whistleblower-to-twitter-case-denied-delay\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.thestreet.com/markets/musk-wins-right-to-add-whistleblower-to-twitter-case-denied-delay","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265008053","content_text":"Twitter  (TWTR)  shares jumped higher Wednesday after Elon Musk was granted a request to add whistleblower allegations in support of his disputed takeover of the social media group, but was denied an attempt to delay the mid-October trial.Chancellor Kathaleen McCormick of the Delaware Chancery granted Musk's request following a petition by his lawyer, Alex Spiro, during a hearing late Tuesday.Sprio had asked the court for a few weeks\" to look into allegations made a former Twitter security chief, Peiter Zatko, that accused the social media group of insufficient oversight and a focus on profits that allowed spam accounts to proliferate on the micro-blogging platform.Zatko, who is also know in the hacking community as 'Mudge', first provided details of his allegations last month to the U.S. Securities and Exchange Commission, the Department of Justice and the Federal Trade Commission.The Tesla  (TSLA)  CEO was granted the right to include Zatko's allegations in his counter-suit against Twitter, which is demanding he follow-through on his early Spring promise to buy the company for around $44 billion.However, Chancellor Kathaleen McCormick insisted the October 17 trial date will remain in place, suggesting any evidence from a Zatko deposition may not weigh heavily on her overall decision.Twitter shares were marked 4.1% higher in early Wednesday trading to change hands at $40.33 each.Musk has been locked in public dispute with Twitter since early July over the amount of so-called \"fake\" or \"bot\" accounts on the social media platform, which he says constitute a material change to the merger terms he agreed in the spring.Twitter has demanded that Musk pay the promised $54.20 per share for the group, with attorney William Savitt accusing Musk of using the 'bot account' controversy as a pretext to exiting his promised takeover.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938140285,"gmtCreate":1662591183048,"gmtModify":1676537092824,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938140285","repostId":"1122642943","repostType":4,"repost":{"id":"1122642943","pubTimestamp":1662564191,"share":"https://ttm.financial/m/news/1122642943?lang=&edition=fundamental","pubTime":"2022-09-07 23:23","market":"us","language":"en","title":"QQQ: The Nasdaq 100 Declines May Have Only Just Begun","url":"https://stock-news.laohu8.com/highlight/detail?id=1122642943","media":"Seeking Alpha","summary":"SummaryRates are rising to new cycle highs.The dollar is rising to new cycle lows.Which means the QQ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Rates are rising to new cycle highs.</li><li>The dollar is rising to new cycle lows.</li><li>Which means the QQQ ETF may soon be sinking to a new low.</li></ul><p>The economic data of the last couple of trading sessions has confirmed no recession here in the US. Has growth slowed? Sure, but slowing growth is not the same as a recession. Yes, we have had two quarters of negative GDP, but that&#39;s primarily due to the higher prices and the adverse effects on the calculations.</p><p>Today&#39;s ISM service data was solid and suggested the US economy is growing at a healthy2.5% annualized rate. This growth seems very strong, especially given the high prices in the economy and the aggressive tightening of financial conditions.</p><p>The strong data is sending yields and the dollar sharply higher. The dollar index is now at its highest point since June 2002, while the 30-yr yield is on the cusp of surpassing its November 2018 and June 2022 highs of around 3.5%. On top of that real rates are also surging, with the 5-yr TIP and 10-yr TIP Rates trading at their cycle highs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198e0d8d97f0800506eb68746835126c\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>With the dollar and rates trading at or near cycles, one would expect equities prices, particularly the Nasdaq 100 ETF (NASDAQ:QQQ), to be trading at new cycle lows. After all, that has been the pattern of 2022, as the TIP ETF has continued to pave the way for the Nasdaq 100 for more than five years.</p><p><img src=\"https://static.tigerbbs.com/029431c387b60a5b4266b7aa5ed56a7d\" tg-width=\"640\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The QQQ has not revisited its lows of approximately $270 witnessed on June 16, remaining roughly 10% higher, which would suggest that the QQQ is overvalued versus the iShares TIPS BOND ETF (TIP) and could see further losses in the near term. The higher yields rise, the lower the TIP ETF sinks, and the greater the downside risk for the QQQ ETF.</p><p><b>Real Rates vs. Earnings Yield</b></p><p>One way to check against this is to look at the spread between the Nasdaq 100 earnings yield and the current 10-Yr TIP Rate. Currently, that spread is 3.6%, and despite the Nasdaq 100 trading more than 25% off its November 2021 intraday highs, the index is more expensive today versus the 10-yr real yield than at any other point since 2010.</p><p><img src=\"https://static.tigerbbs.com/f076c50f0c153254520cd2467c4115d1\" tg-width=\"640\" tg-height=\"299\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>It&#39;s remarkable because the falling Nasdaq hasn&#39;t kept pace with the rising 10-Yr real yield. If the Nasdaq had been keeping pace, the spread with the 10-yr real rate wouldn&#39;t have sunk so low. This can only suggest two things: 1) real yields are too high, or 2) the Nasdaq has much further to fall. Given the path the Fed is taking, the general trend in rates, and the dollar, it seems hard to argue that TIP rates are too high.</p><p><b>A Return To The Norms</b></p><p>Over the past five years, the average spread between the NASDAQ earnings yield and the 10-yr TIP rate has been around 4.25% and within a one standard deviation range of 3.95% to 4.50%. Assuming the 10-Yr TIP trades sideways for the next couple of weeks and remains at 85 bps, the earnings yield of the Nasdaq 100 would need to rise to 4.80% from its current 4.45% or roughly 35 bps for the spread to return to 3.95%. For the spread to rise back to the average of 4.25%, the earnings yield would need to rise to 5.1%, or by nearly 65 bps.</p><p><img src=\"https://static.tigerbbs.com/e289a55e485170e51b0f7c556a13ef45\" tg-width=\"640\" tg-height=\"246\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>It doesn&#39;t sound like much, but an earnings yield of 4.80% is equivalent to a PE ratio of 20.8 versus the current PE ratio of 22.5. That would amount to a decline in the Nasdaq of about 7%. Meanwhile, a 5.1% earnings yield on the Nasdaq 100 equals a PE ratio of 19.6 or a decrease of about 13%. This would amount to the QQQ dropping in a range of 7% to 13% or between $255 to $273.</p><p><img src=\"https://static.tigerbbs.com/1a0e5954648e29542bc02f5cf5e8f676\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>It would confirm what the TIP ETF is suggesting, that the QQQ ETF should be making lows as the TIP makes new lows. Because at the end of the day, higher rates, a strong dollar, and tighter financial conditions will continue to be bad news for stocks as they have been for all of 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>QQQ: The Nasdaq 100 Declines May Have Only Just Begun</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\">\nQQQ: The Nasdaq 100 Declines May Have Only Just Begun\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539196-qqq-nasdaq-100-declines-have-only-just-begun><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRates are rising to new cycle highs.The dollar is rising to new cycle lows.Which means the QQQ ETF may soon be sinking to a new low.The economic data of the last couple of trading sessions has ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539196-qqq-nasdaq-100-declines-have-only-just-begun\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4539196-qqq-nasdaq-100-declines-have-only-just-begun","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122642943","content_text":"SummaryRates are rising to new cycle highs.The dollar is rising to new cycle lows.Which means the QQQ ETF may soon be sinking to a new low.The economic data of the last couple of trading sessions has confirmed no recession here in the US. Has growth slowed? Sure, but slowing growth is not the same as a recession. Yes, we have had two quarters of negative GDP, but that's primarily due to the higher prices and the adverse effects on the calculations.Today's ISM service data was solid and suggested the US economy is growing at a healthy2.5% annualized rate. This growth seems very strong, especially given the high prices in the economy and the aggressive tightening of financial conditions.The strong data is sending yields and the dollar sharply higher. The dollar index is now at its highest point since June 2002, while the 30-yr yield is on the cusp of surpassing its November 2018 and June 2022 highs of around 3.5%. On top of that real rates are also surging, with the 5-yr TIP and 10-yr TIP Rates trading at their cycle highs.BloombergWith the dollar and rates trading at or near cycles, one would expect equities prices, particularly the Nasdaq 100 ETF (NASDAQ:QQQ), to be trading at new cycle lows. After all, that has been the pattern of 2022, as the TIP ETF has continued to pave the way for the Nasdaq 100 for more than five years.BloombergThe QQQ has not revisited its lows of approximately $270 witnessed on June 16, remaining roughly 10% higher, which would suggest that the QQQ is overvalued versus the iShares TIPS BOND ETF (TIP) and could see further losses in the near term. The higher yields rise, the lower the TIP ETF sinks, and the greater the downside risk for the QQQ ETF.Real Rates vs. Earnings YieldOne way to check against this is to look at the spread between the Nasdaq 100 earnings yield and the current 10-Yr TIP Rate. Currently, that spread is 3.6%, and despite the Nasdaq 100 trading more than 25% off its November 2021 intraday highs, the index is more expensive today versus the 10-yr real yield than at any other point since 2010.BloombergIt's remarkable because the falling Nasdaq hasn't kept pace with the rising 10-Yr real yield. If the Nasdaq had been keeping pace, the spread with the 10-yr real rate wouldn't have sunk so low. This can only suggest two things: 1) real yields are too high, or 2) the Nasdaq has much further to fall. Given the path the Fed is taking, the general trend in rates, and the dollar, it seems hard to argue that TIP rates are too high.A Return To The NormsOver the past five years, the average spread between the NASDAQ earnings yield and the 10-yr TIP rate has been around 4.25% and within a one standard deviation range of 3.95% to 4.50%. Assuming the 10-Yr TIP trades sideways for the next couple of weeks and remains at 85 bps, the earnings yield of the Nasdaq 100 would need to rise to 4.80% from its current 4.45% or roughly 35 bps for the spread to return to 3.95%. For the spread to rise back to the average of 4.25%, the earnings yield would need to rise to 5.1%, or by nearly 65 bps.BloombergIt doesn't sound like much, but an earnings yield of 4.80% is equivalent to a PE ratio of 20.8 versus the current PE ratio of 22.5. That would amount to a decline in the Nasdaq of about 7%. Meanwhile, a 5.1% earnings yield on the Nasdaq 100 equals a PE ratio of 19.6 or a decrease of about 13%. This would amount to the QQQ dropping in a range of 7% to 13% or between $255 to $273.BloombergIt would confirm what the TIP ETF is suggesting, that the QQQ ETF should be making lows as the TIP makes new lows. Because at the end of the day, higher rates, a strong dollar, and tighter financial conditions will continue to be bad news for stocks as they have been for all of 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938140098,"gmtCreate":1662591158714,"gmtModify":1676537092807,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Sure?","listText":"Sure?","text":"Sure?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938140098","repostId":"2265067759","repostType":4,"repost":{"id":"2265067759","pubTimestamp":1662564242,"share":"https://ttm.financial/m/news/2265067759?lang=&edition=fundamental","pubTime":"2022-09-07 23:24","market":"us","language":"en","title":"Prediction: These 2 Growth Stocks Could Soar 500% by 2032","url":"https://stock-news.laohu8.com/highlight/detail?id=2265067759","media":"Motley Fool","summary":"These growth stocks dominate their respective industries, and that could translate into monster returns for shareholders.","content":"<html><head></head><body><p>The stock market has not been kind to investors this year. The <b>S&amp;P 500</b> had its worst first half since 1970, and the <b>Nasdaq Composite</b> is currently 28% off its high. But the market has recovered from worse in the past, and there is no reason to believe this situation is any different. Eventually, the next bull market will erase those losses.</p><p>In the meantime, many beaten-down stocks are brimming with potential, and that creates a buying opportunity for patient investors. For instance, <b>Roku</b> and <b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b> could both grow sixfold over the next decade, meaning shareholders could see a 500% return by 2032.</p><p>Here&#39;s why.</p><h2>Roku: The top streaming platform in North America</h2><p>Streaming pioneer Roku struggled in the second quarter as the macroeconomic environment continued to deteriorate. High inflation blunted consumer spending, especially on smart TVs and other discretionary electronics, and many brands cut their ad budgets to compensate for that softness. However, those headwinds are temporary, and the long-term investment thesis is still intact.</p><p>Roku is the top streaming platform in the U.S., Canada, and Mexico in terms of engagement, and engagement is a critical metric for marketers. As a result, Roku captured nearly 45% of programmatic connected TV (CTV) ad spending in North America in June 2022, while second-place <b>Samsung </b>and third-place <b>Amazon</b> held just 17% and 12% market share, respectively.</p><p>Roku is working to strengthen that sizable lead with The Roku Channel, an ad-supported streaming service that features free movies, TV shows, and live linear channels dedicated to news and sports. Roku began adding original content to the mix last year, and the reception has been quite positive so far. In the second quarter, The Roku Channel once again ranked among the top five channels on the platform in the U.S.</p><p>Despite its disappointing performance of late, Roku has still delivered solid financial results over the last three years.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q2 2019</p></th><th><p>Q2 2022</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$905.9 million</p></td><td width=\"156\"><p>$3 billion</p></td><td width=\"156\"><p>50%</p></td></tr><tr><td width=\"156\"><p>Cash from operations (TTM)</p></td><td width=\"156\"><p>$39.4 million</p></td><td width=\"156\"><p>$73.4 million</p></td><td width=\"156\"><p>23%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.</p><p>Looking ahead, The Roku Channel could be the source of a powerful network effect. As the most popular streaming platform in North America and Mexico, Roku should naturally capture an outsized portion of CTV ad spend in those geographies. That, in turn, should enhance its ability to license and create high-quality content for The Roku Channel, which should result in greater viewer engagement, bringing more ad dollars to its platform.</p><p>Building on that, CTV ad spend is poised for dramatic growth, both because viewers are moving away from traditional TV and because CTV ads can be targeted more effectively. In fact, CTV ad spend in the U.S. alone could reach $100 billion by 2030, up from $21 billion in 2021, according to BMO Capital Markets.</p><p>With that in mind, if Roku can deliver revenue growth of 20% per year over the next decade, its market cap could increase sixfold by 2032 (assuming a reasonable price-to-sale ratio of 2.9). That&#39;s why investors should consider buying this growth stock today.</p><h2>MercadoLibre: The e-commerce leader in Latin America</h2><p>MercadoLibre is the largest e-commerce marketplace in Latin America, and it ranks as the market leader in each of the major countries in which it operates. It has reinforced that edge with value-added services like logistics, financing, digital advertising, and digital payments. That makes MercadoLibre a one-stop shop for merchants.</p><p>Its logistics business (Mercado Envíos) and its fintech business (Mercado Pago) have been particularly instrumental in its success. Mercado Envíos handled 91% of shipping volume in the most recent quarter, and nearly 80% of that volume was delivered within 48 hours. That makes for a great consumer experience, and merchants wouldn&#39;t be able to achieve that on their own.</p><p>Additionally, Mercado Pago supports digital payments both on and off the MercadoLibre marketplace, a particularly important role given that many Latin Americans lack access to a bank account and debit card. In the most recent quarter, digital wallet users rose 42% to 21.4 million, and total payment volume skyrocketed 72% to $30.2 billion.</p><p>Not surprisingly, MercadoLibre has delivered impressive financial results over the past three years.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q2 2019</p></th><th><p>Q2 2022</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$1.8 billion</p></td><td width=\"156\"><p>$8.8 billion</p></td><td width=\"156\"><p>70%</p></td></tr><tr><td width=\"156\"><p>Cash from operations (TTM)</p></td><td width=\"156\"><p>$289.7 million</p></td><td width=\"156\"><p>$1.6 billion</p></td><td width=\"156\"><p>78%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing-12-months. CAGR = compound annual growth rate.</p><p>Investors have good reason to believe MercadoLibre can maintain that momentum. The vast majority of its revenue comes from Argentina, Brazil, and Mexico, and all three countries rank among the 10 fastest-growing e-commerce markets in the world. More broadly, Latin America itself has one of the fastest-growing internet penetration rates in the world, and that should drive adoption of online shopping and digital payments in the years ahead.</p><p>According to Statista, e-commerce sales across all countries in which MercadoLibre operates will grow at 18% per year to reach $260 billion by 2025, and digital payments volume will grow at 15% per year to reach $510 billion by 2027. That leaves plenty of room for growth.</p><p>On that note, if MercadoLibre can grow revenue at 25% per year over the next decade, its market cap could easily increase sixfold (assuming a reasonable price-to-sales ratio of 3.1) in that time. That&#39;s why this growth stock is a smart buy for long-term investors.</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>Prediction: These 2 Growth Stocks Could Soar 500% by 2032</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\">\nPrediction: These 2 Growth Stocks Could Soar 500% by 2032\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MELI":"MercadoLibre","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265067759","content_text":"The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from worse in the past, and there is no reason to believe this situation is any different. Eventually, the next bull market will erase those losses.In the meantime, many beaten-down stocks are brimming with potential, and that creates a buying opportunity for patient investors. For instance, Roku and MercadoLibre could both grow sixfold over the next decade, meaning shareholders could see a 500% return by 2032.Here's why.Roku: The top streaming platform in North AmericaStreaming pioneer Roku struggled in the second quarter as the macroeconomic environment continued to deteriorate. High inflation blunted consumer spending, especially on smart TVs and other discretionary electronics, and many brands cut their ad budgets to compensate for that softness. However, those headwinds are temporary, and the long-term investment thesis is still intact.Roku is the top streaming platform in the U.S., Canada, and Mexico in terms of engagement, and engagement is a critical metric for marketers. As a result, Roku captured nearly 45% of programmatic connected TV (CTV) ad spending in North America in June 2022, while second-place Samsung and third-place Amazon held just 17% and 12% market share, respectively.Roku is working to strengthen that sizable lead with The Roku Channel, an ad-supported streaming service that features free movies, TV shows, and live linear channels dedicated to news and sports. Roku began adding original content to the mix last year, and the reception has been quite positive so far. In the second quarter, The Roku Channel once again ranked among the top five channels on the platform in the U.S.Despite its disappointing performance of late, Roku has still delivered solid financial results over the last three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$905.9 million$3 billion50%Cash from operations (TTM)$39.4 million$73.4 million23%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.Looking ahead, The Roku Channel could be the source of a powerful network effect. As the most popular streaming platform in North America and Mexico, Roku should naturally capture an outsized portion of CTV ad spend in those geographies. That, in turn, should enhance its ability to license and create high-quality content for The Roku Channel, which should result in greater viewer engagement, bringing more ad dollars to its platform.Building on that, CTV ad spend is poised for dramatic growth, both because viewers are moving away from traditional TV and because CTV ads can be targeted more effectively. In fact, CTV ad spend in the U.S. alone could reach $100 billion by 2030, up from $21 billion in 2021, according to BMO Capital Markets.With that in mind, if Roku can deliver revenue growth of 20% per year over the next decade, its market cap could increase sixfold by 2032 (assuming a reasonable price-to-sale ratio of 2.9). That's why investors should consider buying this growth stock today.MercadoLibre: The e-commerce leader in Latin AmericaMercadoLibre is the largest e-commerce marketplace in Latin America, and it ranks as the market leader in each of the major countries in which it operates. It has reinforced that edge with value-added services like logistics, financing, digital advertising, and digital payments. That makes MercadoLibre a one-stop shop for merchants.Its logistics business (Mercado Envíos) and its fintech business (Mercado Pago) have been particularly instrumental in its success. Mercado Envíos handled 91% of shipping volume in the most recent quarter, and nearly 80% of that volume was delivered within 48 hours. That makes for a great consumer experience, and merchants wouldn't be able to achieve that on their own.Additionally, Mercado Pago supports digital payments both on and off the MercadoLibre marketplace, a particularly important role given that many Latin Americans lack access to a bank account and debit card. In the most recent quarter, digital wallet users rose 42% to 21.4 million, and total payment volume skyrocketed 72% to $30.2 billion.Not surprisingly, MercadoLibre has delivered impressive financial results over the past three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$1.8 billion$8.8 billion70%Cash from operations (TTM)$289.7 million$1.6 billion78%Data source: YCharts. TTM = trailing-12-months. CAGR = compound annual growth rate.Investors have good reason to believe MercadoLibre can maintain that momentum. The vast majority of its revenue comes from Argentina, Brazil, and Mexico, and all three countries rank among the 10 fastest-growing e-commerce markets in the world. More broadly, Latin America itself has one of the fastest-growing internet penetration rates in the world, and that should drive adoption of online shopping and digital payments in the years ahead.According to Statista, e-commerce sales across all countries in which MercadoLibre operates will grow at 18% per year to reach $260 billion by 2025, and digital payments volume will grow at 15% per year to reach $510 billion by 2027. That leaves plenty of room for growth.On that note, if MercadoLibre can grow revenue at 25% per year over the next decade, its market cap could easily increase sixfold (assuming a reasonable price-to-sales ratio of 3.1) in that time. That's why this growth stock is a smart buy for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938981940,"gmtCreate":1662542227180,"gmtModify":1676537084236,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>shag","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>shag","text":"$Palantir Technologies Inc.(PLTR)$shag","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938981940","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931377164,"gmtCreate":1662420490258,"gmtModify":1676537053989,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931377164","repostId":"2265728701","repostType":4,"repost":{"id":"2265728701","pubTimestamp":1662383412,"share":"https://ttm.financial/m/news/2265728701?lang=&edition=fundamental","pubTime":"2022-09-05 21:10","market":"us","language":"en","title":"Tesla Steps up Recruiting in Thailand As EV Competition Heats up","url":"https://stock-news.laohu8.com/highlight/detail?id=2265728701","media":"Reuters","summary":"Tesla Inc is stepping up recruitment in Thailand, Southeast's Asia automotive hub, with the U.S. ele","content":"<html><head></head><body><p>Tesla Inc is stepping up recruitment in Thailand, Southeast&#39;s Asia automotive hub, with the U.S. electric vehicle (EV) maker looking to hire a business development manager and recruiters, its website shows.</p><p>The job announcements come as demand and interest for EVs in Thailand picks up due to concerns over high energy prices and with government consumer incentives.</p><p>Nearly 20 Bangkok-based jobs including a home charging developer were advertised on its website and the position of a charging infrastructure lead was posted on LinkedIn on Monday.</p><p>Other vacancies were for vehicle technicians, customer service and a parts adviser.</p><p>Tesla did not immediately respond to a Reuters request for comment.</p><p>Thailand is not expected to be a production site for Tesla for now, though the government has been promoting sales of EVs and there is speculation the company might set up official showrooms.</p><p>Thailand is Asia&#39;s fourth-largest auto assembly and export hub for companies like Toyota Motor Corp and Honda Motor Co Ltd.</p><p>It produces about 1.5 million to 2 million vehicles annually, of which about half of which are exported.</p><p>Domestic demand for EVs is a crucial part of a Thai government strategy to preserve its status as a top regional automaker. The government is targeting production of 725,000 EVs a year, or 30% of total vehicle output, by 2030.</p><p>Chinese automakers have began selling EVs in Thailand at what customers say are affordable prices. Great Wall Motors launched its ORA Good Cat model at the annual motor show for 828,500 baht ($22,600).</p><p>Great Wall Motors has said it plans to produce the model in Thailand in 2024.</p><p>China&#39;s Hozon Auto last month unveiled the NETA V for 549,000 baht ($15,000), matching starting prices for traditional vehicles.</p><p>Meanwhile, Indonesian President Joko Widodo in August urged Tesla to manufacture its cars and batteries, in his country. ($1 = 36.5600 baht)</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 Steps up Recruiting in Thailand As EV Competition Heats up</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; 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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\">\nTesla Steps up Recruiting in Thailand As EV Competition Heats up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 21:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-steps-recruiting-thailand-ev-120448328.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc is stepping up recruitment in Thailand, Southeast's Asia automotive hub, with the U.S. electric vehicle (EV) maker looking to hire a business development manager and recruiters, its website ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-steps-recruiting-thailand-ev-120448328.html\">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://finance.yahoo.com/news/tesla-steps-recruiting-thailand-ev-120448328.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265728701","content_text":"Tesla Inc is stepping up recruitment in Thailand, Southeast's Asia automotive hub, with the U.S. electric vehicle (EV) maker looking to hire a business development manager and recruiters, its website shows.The job announcements come as demand and interest for EVs in Thailand picks up due to concerns over high energy prices and with government consumer incentives.Nearly 20 Bangkok-based jobs including a home charging developer were advertised on its website and the position of a charging infrastructure lead was posted on LinkedIn on Monday.Other vacancies were for vehicle technicians, customer service and a parts adviser.Tesla did not immediately respond to a Reuters request for comment.Thailand is not expected to be a production site for Tesla for now, though the government has been promoting sales of EVs and there is speculation the company might set up official showrooms.Thailand is Asia's fourth-largest auto assembly and export hub for companies like Toyota Motor Corp and Honda Motor Co Ltd.It produces about 1.5 million to 2 million vehicles annually, of which about half of which are exported.Domestic demand for EVs is a crucial part of a Thai government strategy to preserve its status as a top regional automaker. The government is targeting production of 725,000 EVs a year, or 30% of total vehicle output, by 2030.Chinese automakers have began selling EVs in Thailand at what customers say are affordable prices. Great Wall Motors launched its ORA Good Cat model at the annual motor show for 828,500 baht ($22,600).Great Wall Motors has said it plans to produce the model in Thailand in 2024.China's Hozon Auto last month unveiled the NETA V for 549,000 baht ($15,000), matching starting prices for traditional vehicles.Meanwhile, Indonesian President Joko Widodo in August urged Tesla to manufacture its cars and batteries, in his country. ($1 = 36.5600 baht)","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930536408,"gmtCreate":1661987581708,"gmtModify":1676536616154,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930536408","repostId":"1171897263","repostType":4,"repost":{"id":"1171897263","pubTimestamp":1661950953,"share":"https://ttm.financial/m/news/1171897263?lang=&edition=fundamental","pubTime":"2022-08-31 21:02","market":"us","language":"en","title":"Tesla Improves Delivery Turnaround Time in China for Some Model Ys","url":"https://stock-news.laohu8.com/highlight/detail?id=1171897263","media":"Seeking Alpha","summary":"Tesla is making some process in China in catching up to demand with delivery waiting times for its r","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is making some process in China in catching up to demand with delivery waiting times for its rear-wheel drive Model Ys in China shortened to a period of one week to four weeks.</p><p>The electric vehicle maker confirmed the new expected delivery time on its Chinese website to mark the second improvement in less than a month.</p><p>There is still a waiting period of 12 to 20 weeks for new buyers of other versions of the SUV and Model 3 sedans as Tesla (TSLA) continues to look to ramp up production and see supply chain snarls clear.</p><p>Shares of Tesla (TSLA) tacked on 0.6% in premarket trading on Wednesday to land at $279.</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 Improves Delivery Turnaround Time in China for Some Model Ys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Improves Delivery Turnaround Time in China for Some Model Ys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3878893-tesla-improves-delivery-turnaround-time-in-china-for-some-model-ys><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is making some process in China in catching up to demand with delivery waiting times for its rear-wheel drive Model Ys in China shortened to a period of one week to four weeks.The electric ...</p>\n\n<a href=\"https://seekingalpha.com/news/3878893-tesla-improves-delivery-turnaround-time-in-china-for-some-model-ys\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3878893-tesla-improves-delivery-turnaround-time-in-china-for-some-model-ys","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171897263","content_text":"Tesla is making some process in China in catching up to demand with delivery waiting times for its rear-wheel drive Model Ys in China shortened to a period of one week to four weeks.The electric vehicle maker confirmed the new expected delivery time on its Chinese website to mark the second improvement in less than a month.There is still a waiting period of 12 to 20 weeks for new buyers of other versions of the SUV and Model 3 sedans as Tesla (TSLA) continues to look to ramp up production and see supply chain snarls clear.Shares of Tesla (TSLA) tacked on 0.6% in premarket trading on Wednesday to land at $279.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930538385,"gmtCreate":1661987511949,"gmtModify":1676536616115,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930538385","repostId":"1164311011","repostType":4,"repost":{"id":"1164311011","pubTimestamp":1661959824,"share":"https://ttm.financial/m/news/1164311011?lang=&edition=fundamental","pubTime":"2022-08-31 23:30","market":"us","language":"en","title":"Powell Abandons Soft Landing Goal as He Seeks Growth Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1164311011","media":"Bloomberg","summary":"Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water tortur","content":"<html><head></head><body><ul><li>Fed chief wants weak growth, soft jobs market to cut inflation</li><li>‘It’s a bit like dripping water torture,’ economist Swonk says</li></ul><p>Forget about a soft landing. Federal Reserve Chair Jerome Powell is now aiming for something much more painful for the economy to put an end to elevated inflation. The trouble is, even that may not be enough.</p><p>It’s known to economists by the paradoxical name of a “growth recession.” Unlike a soft landing, it’s a protracted period of meager growth and rising unemployment. But it stops short of an outright contraction of the economy.</p><p>Powell “buried the concept of a soft landing” with his Aug. 26 speech in Jackson Hole, Wyoming, said Diane Swonk, chief economist at KPMG LLP. Now, “the Fed’s goal is to grind inflation down by slowing growth below its potential,” which officials peg at 1.8%.</p><p>“It’s a bit like dripping water torture,” added Swonk, who attended the Fed’s annual Jackson Hole symposium last week. “It is a torturous process but less torturous and less painful than an abrupt recession.”</p><p><img src=\"https://static.tigerbbs.com/7890c48b572b0230d3c1d5b68836e06a\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>The shift in Powell’s message got the attention of Wall Street. Stock prices have swooned since the Fed chair vowed to do what it takes to rid the economy of too-high inflation.</p><p>Politicians in Washington took note too. Massachusetts Senator and former Democratic Party presidential hopeful Elizabeth Warren voiced concern that the Fed could tip the economy into a recession, while Senate Republican Party leader Mitch McConnell said a downturn was likely as the central bank raises rates to combat inflation.</p><p>In the archetypal soft landing in 1994-95, the Fed slowed the economy briefly and contained inflation through a doubling of interest rates. But unemployment never really rose. It just stopped falling for a while.</p><p>The late New York University economist Solomon Fabricant coined the term “growth recession” in research published in 1972. While such a scenario may not be as costly as an actual contraction, it poses dangers for the economy nonetheless, he suggested at the time.</p><p>A tiger contained “is not the same as a tiger loose in the streets, but neither is it a paper tiger,” he wrote.</p><p>Powell has seemingly concluded that it will take a tiger -- and not just a soft landing -- to attack America’s pernicious inflation. In his Jackson Hole speech, he said the labor market was “clearly out of balance,” with the demand for workers substantially exceeding the supply. That’s led to rapid wage rises that are incompatible with the Fed’s 2% inflation target.</p><p>“Reducing inflation is likely to require a sustained period of below-trend growth,” Powell said.  “Moreover, there will very likely be some softening of labor market conditions” -- widely seen as a euphemism for higher unemployment.</p><p>Joblessness probably held steady in August at a five-decade low of 3.5% as payroll growth slowed to 300,000 from 528,000 in July, according to the median forecast of economists surveyed by Bloomberg. The monthly data are scheduled to be released by the Labor Department on Friday.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell Abandons Soft Landing Goal as He Seeks Growth Recession</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\">\nPowell Abandons Soft Landing Goal as He Seeks Growth Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water torture,’ economist Swonk saysForget about a soft landing. Federal Reserve Chair Jerome Powell is now ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164311011","content_text":"Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water torture,’ economist Swonk saysForget about a soft landing. Federal Reserve Chair Jerome Powell is now aiming for something much more painful for the economy to put an end to elevated inflation. The trouble is, even that may not be enough.It’s known to economists by the paradoxical name of a “growth recession.” Unlike a soft landing, it’s a protracted period of meager growth and rising unemployment. But it stops short of an outright contraction of the economy.Powell “buried the concept of a soft landing” with his Aug. 26 speech in Jackson Hole, Wyoming, said Diane Swonk, chief economist at KPMG LLP. Now, “the Fed’s goal is to grind inflation down by slowing growth below its potential,” which officials peg at 1.8%.“It’s a bit like dripping water torture,” added Swonk, who attended the Fed’s annual Jackson Hole symposium last week. “It is a torturous process but less torturous and less painful than an abrupt recession.”The shift in Powell’s message got the attention of Wall Street. Stock prices have swooned since the Fed chair vowed to do what it takes to rid the economy of too-high inflation.Politicians in Washington took note too. Massachusetts Senator and former Democratic Party presidential hopeful Elizabeth Warren voiced concern that the Fed could tip the economy into a recession, while Senate Republican Party leader Mitch McConnell said a downturn was likely as the central bank raises rates to combat inflation.In the archetypal soft landing in 1994-95, the Fed slowed the economy briefly and contained inflation through a doubling of interest rates. But unemployment never really rose. It just stopped falling for a while.The late New York University economist Solomon Fabricant coined the term “growth recession” in research published in 1972. While such a scenario may not be as costly as an actual contraction, it poses dangers for the economy nonetheless, he suggested at the time.A tiger contained “is not the same as a tiger loose in the streets, but neither is it a paper tiger,” he wrote.Powell has seemingly concluded that it will take a tiger -- and not just a soft landing -- to attack America’s pernicious inflation. In his Jackson Hole speech, he said the labor market was “clearly out of balance,” with the demand for workers substantially exceeding the supply. That’s led to rapid wage rises that are incompatible with the Fed’s 2% inflation target.“Reducing inflation is likely to require a sustained period of below-trend growth,” Powell said.  “Moreover, there will very likely be some softening of labor market conditions” -- widely seen as a euphemism for higher unemployment.Joblessness probably held steady in August at a five-decade low of 3.5% as payroll growth slowed to 300,000 from 528,000 in July, according to the median forecast of economists surveyed by Bloomberg. The monthly data are scheduled to be released by the Labor Department on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9960085023,"gmtCreate":1668034176462,"gmtModify":1676537999921,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9960085023","repostId":"1110949142","repostType":4,"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098047923,"gmtCreate":1643985326461,"gmtModify":1676533878727,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌load or wait?","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌load or wait?","text":"‌$Tesla Motors(TSLA)$‌load or wait?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098047923","isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582942911161794","authorId":"3582942911161794","name":"Nanamoney","avatar":"https://static.tigerbbs.com/8624e691b889b8bc4515d1884744eb5a","crmLevel":4,"crmLevelSwitch":1,"idStr":"3582942911161794","authorIdStr":"3582942911161794"},"content":"I every 50 dip load some","text":"I every 50 dip load some","html":"I every 50 dip load some"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021221902,"gmtCreate":1653061395406,"gmtModify":1676535217024,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>happy to add at 660","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>happy to add at 660","text":"$Tesla Motors(TSLA)$happy to add at 660","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021221902","isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010801179,"gmtCreate":1648312653499,"gmtModify":1676534327161,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"If buy, need to be prepared to hold!","listText":"If buy, need to be prepared to hold!","text":"If buy, need to be prepared to hold!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010801179","repostId":"1116489032","repostType":4,"repost":{"id":"1116489032","pubTimestamp":1648254314,"share":"https://ttm.financial/m/news/1116489032?lang=&edition=fundamental","pubTime":"2022-03-26 08:25","market":"us","language":"en","title":"Is NIO The Buy Of The Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1116489032","media":"marketbeat","summary":"This might not be a question you were expecting to hear with regards to NIO (NYSE: NIO), whose shares are down almost 70% from last year’s all-time high, but it’s one worth asking. Because if one thin","content":"<html><head></head><body><p>This might not be a question you were expecting to hear with regards to NIO (NYSE: NIO), whose shares are down almost 70% from last year’s all-time high, but it’s one worth asking. Because if one thing’s for sure, the Shanghai headquartered electric vehicle (EV) maker knows how to keep investors on their toes. Their shares rallied close to 3,000% in the months after the COVID pandemic started, with many analysts calling them the next Tesla (NASDAQ: TSLA).</p><p>Comparisons like this are always going to be made with any up-and-coming EV company, but NIO stock’s seemingly unlimited resistance to gravity initially made it all the more pertinent. So too, it could be said, has the stock’s subsequent fall from the highs, and it will surely be nailed down once and for all if it can recover in the coming weeks. There’s plenty afoot with NIO that suggests its shares might be about to kick off a much-needed rally.</p><h2>Mixed Earnings</h2><p>Their Q4 earnings, released last night, gave investors and Wall Street a glimpse into the engine. Revenue for the quarter was ahead of analyst expectations and up 52% year on year, which helped to offset the slight miss on EPS. Delivery of vehicles for the fourth quarter of 2021 was up 44% compared to the same quarter the previous year, with total deliveries for 2021 up 109% compared to 2020. These are good numbers and suggest NIO’s revenue engine is building significant momentum. The timing is perfect too, with the effects of the Russian - Ukraine war on oil and gas prices causing many to think about switching permanently to an EV.</p><p>Initial indications in Friday’s pre-market session however suggested that there was some further room for shares to fall in the near term after the report. The earnings per share miss didn’t do them any favors, especially at a time when Chinese stocks are coming under intense scrutiny and investors aren’t as willing to overlook surprises to the downside. Management’s forward guidance for the first quarter of 2022 was also a little soft compared to the consensus. But for those of us on the sidelines, any further selling should be viewed as a potential buying opportunity.</p><p>It might require a tough stomach, but there are voices from the bull camp calling NIO shares a buy right now. Earlier this week, Morgan Stanley analyst Tim Hsiao reiterated his Buy rating, while trimming his price target from a stale $66 to $34. In doing so he acknowledged the “elevating macro headwinds and severe supply challenges” as near-term challenges, but feels confident that the company’s “superior liquidity and revenue visibility have it well-positioned to ride out any economic downturn.”</p><h2>Massive Upside</h2><p>His new price target suggests there’s as much upside as 50% to be had from where shares closed on Thursday which should be tempting to even the most bearish of us. In a note to clients, Hsiao pointed out that NIO has “deep enough pockets to finance its growth ambitions with the net cash position at the end of 2021 set to cover more aggressive investments this year. Management also now expects net profit to reach break-even in Q4 of 2023, which could also help alleviate the pressure on investment cash outflow.”</p><p>The team over at Citi also took a relaxed view after Thursday’s earnings miss, saying on Friday morning that they were impressed with the strong vehicle margins that NIO delivered in Q4 even as prices for raw materials soared. Investors on the hunt for a bargain could do worse than take a look at NIO now, especially in light of the current downtrend shares find themselves in. The near-term headwinds are not to be ignored, but if you’re going to get involved in an EV stock, or any new frontier stock for that matter, you have to be forward-looking and focused on the long-term potential.</p><p>Earlier this week, Deutsche Bank reiterated their Buy rating on NIO, noting that “the tide seems to be finally turning for the Chinese EV stock”. Their $50 price target would have shared more than double from their current levels, so if your time horizon is long enough you have to be asking  yourself if now’s the time to start backing up the truck.</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 NIO The Buy Of The Year?</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 NIO The Buy Of The Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 08:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketbeat.com/originals/is-nio-nyse-nio-the-buy-of-the-year/><strong>marketbeat</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This might not be a question you were expecting to hear with regards to NIO (NYSE: NIO), whose shares are down almost 70% from last year’s all-time high, but it’s one worth asking. Because if one ...</p>\n\n<a href=\"https://www.marketbeat.com/originals/is-nio-nyse-nio-the-buy-of-the-year/\">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://www.marketbeat.com/originals/is-nio-nyse-nio-the-buy-of-the-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116489032","content_text":"This might not be a question you were expecting to hear with regards to NIO (NYSE: NIO), whose shares are down almost 70% from last year’s all-time high, but it’s one worth asking. Because if one thing’s for sure, the Shanghai headquartered electric vehicle (EV) maker knows how to keep investors on their toes. Their shares rallied close to 3,000% in the months after the COVID pandemic started, with many analysts calling them the next Tesla (NASDAQ: TSLA).Comparisons like this are always going to be made with any up-and-coming EV company, but NIO stock’s seemingly unlimited resistance to gravity initially made it all the more pertinent. So too, it could be said, has the stock’s subsequent fall from the highs, and it will surely be nailed down once and for all if it can recover in the coming weeks. There’s plenty afoot with NIO that suggests its shares might be about to kick off a much-needed rally.Mixed EarningsTheir Q4 earnings, released last night, gave investors and Wall Street a glimpse into the engine. Revenue for the quarter was ahead of analyst expectations and up 52% year on year, which helped to offset the slight miss on EPS. Delivery of vehicles for the fourth quarter of 2021 was up 44% compared to the same quarter the previous year, with total deliveries for 2021 up 109% compared to 2020. These are good numbers and suggest NIO’s revenue engine is building significant momentum. The timing is perfect too, with the effects of the Russian - Ukraine war on oil and gas prices causing many to think about switching permanently to an EV.Initial indications in Friday’s pre-market session however suggested that there was some further room for shares to fall in the near term after the report. The earnings per share miss didn’t do them any favors, especially at a time when Chinese stocks are coming under intense scrutiny and investors aren’t as willing to overlook surprises to the downside. Management’s forward guidance for the first quarter of 2022 was also a little soft compared to the consensus. But for those of us on the sidelines, any further selling should be viewed as a potential buying opportunity.It might require a tough stomach, but there are voices from the bull camp calling NIO shares a buy right now. Earlier this week, Morgan Stanley analyst Tim Hsiao reiterated his Buy rating, while trimming his price target from a stale $66 to $34. In doing so he acknowledged the “elevating macro headwinds and severe supply challenges” as near-term challenges, but feels confident that the company’s “superior liquidity and revenue visibility have it well-positioned to ride out any economic downturn.”Massive UpsideHis new price target suggests there’s as much upside as 50% to be had from where shares closed on Thursday which should be tempting to even the most bearish of us. In a note to clients, Hsiao pointed out that NIO has “deep enough pockets to finance its growth ambitions with the net cash position at the end of 2021 set to cover more aggressive investments this year. Management also now expects net profit to reach break-even in Q4 of 2023, which could also help alleviate the pressure on investment cash outflow.”The team over at Citi also took a relaxed view after Thursday’s earnings miss, saying on Friday morning that they were impressed with the strong vehicle margins that NIO delivered in Q4 even as prices for raw materials soared. Investors on the hunt for a bargain could do worse than take a look at NIO now, especially in light of the current downtrend shares find themselves in. The near-term headwinds are not to be ignored, but if you’re going to get involved in an EV stock, or any new frontier stock for that matter, you have to be forward-looking and focused on the long-term potential.Earlier this week, Deutsche Bank reiterated their Buy rating on NIO, noting that “the tide seems to be finally turning for the Chinese EV stock”. Their $50 price target would have shared more than double from their current levels, so if your time horizon is long enough you have to be asking  yourself if now’s the time to start backing up the truck.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034862717,"gmtCreate":1647856939980,"gmtModify":1676534272245,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"starships are meant to fly&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>","listText":"starships are meant to fly&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>","text":"starships are meant to fly $Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034862717","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913097265,"gmtCreate":1663887704658,"gmtModify":1676537354644,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9913097265","repostId":"1177261377","repostType":4,"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030470221,"gmtCreate":1645799000866,"gmtModify":1676534065368,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌missed the $700 opportunity :(","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌missed the $700 opportunity :(","text":"‌$Tesla Motors(TSLA)$‌missed the $700 opportunity :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030470221","isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575541655756820","authorId":"3575541655756820","name":"Richard168","avatar":"https://static.itradeup.com/news/ad88e3e6bc98083c1640bdcdf6b7e156","crmLevel":4,"crmLevelSwitch":1,"idStr":"3575541655756820","authorIdStr":"3575541655756820"},"content":"It should come back soon...[Nose picking]","text":"It should come back soon...[Nose picking]","html":"It should come back soon...[Nose picking]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092365291,"gmtCreate":1644539452574,"gmtModify":1676533938477,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Will continue today?","listText":"Will continue today?","text":"Will continue today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092365291","repostId":"2210187875","repostType":4,"repost":{"id":"2210187875","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1644532585,"share":"https://ttm.financial/m/news/2210187875?lang=&edition=fundamental","pubTime":"2022-02-11 06:36","market":"us","language":"en","title":"Wall Street Ends down Sharply on Fears of Aggressive Fed Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=2210187875","media":"Reuters","summary":"* CPI rose 7.5% in January, above estimates* Bullard \"dramatically\" more hawkish* Disney jumps on upbeat quarterly results* Indexes: Dow -1.47%, S&P 500 -1.81%, Nasdaq -2.10%Feb 10 (Reuters) - Wall St","content":"<html><head></head><body><p>* CPI rose 7.5% in January, above estimates</p><p>* Bullard &#34;dramatically&#34; more hawkish</p><p>* Disney jumps on upbeat quarterly results</p><p>* Indexes: Dow -1.47%, S&amp;P 500 -1.81%, Nasdaq -2.10%</p><p>Feb 10 (Reuters) - Wall Street ended sharply lower on Thursday after U.S. consumer prices data came in hotter than expected and subsequent comments from a Federal Reserve official raised fears the U.S. central bank will hike rates aggressively to fight inflation.</p><p>U.S. Labor Department data showed consumer prices surged 7.5% last month on a year-over-year basis, topping economists&#39; estimates of 7.3% and marking the biggest annual increase in inflation in 40 years.</p><p>U.S. stocks fell further after St. Louis Federal Reserve Bank President James Bullard said the data had made him &#34;dramatically&#34; more hawkish. Bullard, a voting member of the Fed&#39;s rate-setting committee this year, said he now wanted a full percentage point of interest rate hikes by July 1.</p><p>&#34;Inflation tends to be kryptonite to valuations. Higher inflation causes multiples to compress, and that&#39;s what we&#39;re experiencing right now,&#34; said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis.</p><p>&#34;Volatility is likely to remain until in the number and magnitude of Fed rate hikes is better known.&#34;</p><p>Within minutes of Bullard comments, rate futures contracts were fully pricing an increase in the Fed&#39;s target range for its policy rate to 1%-1.25% by the end of its policy meeting in June, with some bets on an even steeper rate hike path.</p><p>Megacap growth stocks Tesla Inc, Nvidia and Microsoft each lost around 3%.</p><p>The Dow Jones Industrial Average fell 1.47% to end at 35,241.59 points, while the S&amp;P 500 lost 1.81% to 4,504.06.</p><p>The Nasdaq Composite dropped 2.1% to 14,185.64. It was the seventh time in 2022 that the Nasdaq lost more than 2% in a session.</p><p>The S&amp;P 500 is now down about 5% in 2022, and the Nasdaq is down about 9%.</p><p>All of the 11 S&amp;P 500 sector indexes declined, with technology, down 2.75%, and real estate, down 2.86%, leading the way lower.</p><p>Meanwhile, U.S. companies continued to report upbeat quarterly results. With 78% of the S&amp;P 500 companies that have reported results beating analysts&#39; profit estimates, according to Refinitiv data.</p><p>Walt Disney Co rose 3.4% after beating revenue and profit estimates on strong subscriber additions and attendance at U.S. theme parks.</p><p>Barbie maker Mattel Inc and cereal maker Kellogg Co gained 7.65% and 3.11%, respectively, after forecasting full-year profits above market expectations.</p><p>Thursday&#39;s session was busy. Volume on U.S. exchanges was 12.8 billion shares, compared with a 12.5 billion average over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.08-to-1 ratio; on Nasdaq, a 2.26-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 31 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 55 new highs and 102 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends down Sharply on Fears of Aggressive Fed Rate Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends down Sharply on Fears of Aggressive Fed Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-11 06:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* CPI rose 7.5% in January, above estimates</p><p>* Bullard &#34;dramatically&#34; more hawkish</p><p>* Disney jumps on upbeat quarterly results</p><p>* Indexes: Dow -1.47%, S&amp;P 500 -1.81%, Nasdaq -2.10%</p><p>Feb 10 (Reuters) - Wall Street ended sharply lower on Thursday after U.S. consumer prices data came in hotter than expected and subsequent comments from a Federal Reserve official raised fears the U.S. central bank will hike rates aggressively to fight inflation.</p><p>U.S. Labor Department data showed consumer prices surged 7.5% last month on a year-over-year basis, topping economists&#39; estimates of 7.3% and marking the biggest annual increase in inflation in 40 years.</p><p>U.S. stocks fell further after St. Louis Federal Reserve Bank President James Bullard said the data had made him &#34;dramatically&#34; more hawkish. Bullard, a voting member of the Fed&#39;s rate-setting committee this year, said he now wanted a full percentage point of interest rate hikes by July 1.</p><p>&#34;Inflation tends to be kryptonite to valuations. Higher inflation causes multiples to compress, and that&#39;s what we&#39;re experiencing right now,&#34; said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis.</p><p>&#34;Volatility is likely to remain until in the number and magnitude of Fed rate hikes is better known.&#34;</p><p>Within minutes of Bullard comments, rate futures contracts were fully pricing an increase in the Fed&#39;s target range for its policy rate to 1%-1.25% by the end of its policy meeting in June, with some bets on an even steeper rate hike path.</p><p>Megacap growth stocks Tesla Inc, Nvidia and Microsoft each lost around 3%.</p><p>The Dow Jones Industrial Average fell 1.47% to end at 35,241.59 points, while the S&amp;P 500 lost 1.81% to 4,504.06.</p><p>The Nasdaq Composite dropped 2.1% to 14,185.64. It was the seventh time in 2022 that the Nasdaq lost more than 2% in a session.</p><p>The S&amp;P 500 is now down about 5% in 2022, and the Nasdaq is down about 9%.</p><p>All of the 11 S&amp;P 500 sector indexes declined, with technology, down 2.75%, and real estate, down 2.86%, leading the way lower.</p><p>Meanwhile, U.S. companies continued to report upbeat quarterly results. With 78% of the S&amp;P 500 companies that have reported results beating analysts&#39; profit estimates, according to Refinitiv data.</p><p>Walt Disney Co rose 3.4% after beating revenue and profit estimates on strong subscriber additions and attendance at U.S. theme parks.</p><p>Barbie maker Mattel Inc and cereal maker Kellogg Co gained 7.65% and 3.11%, respectively, after forecasting full-year profits above market expectations.</p><p>Thursday&#39;s session was busy. Volume on U.S. exchanges was 12.8 billion shares, compared with a 12.5 billion average over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.08-to-1 ratio; on Nasdaq, a 2.26-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 31 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 55 new highs and 102 new lows.</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","SPY":"标普500ETF","NVDA":"英伟达","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","K":"家乐氏","BK4190":"消闲用品","BK4212":"包装食品与肉类","TSLA":"特斯拉","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","MSFT":"微软","MAT":"美国美泰公司","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","DIS":"迪士尼"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210187875","content_text":"* CPI rose 7.5% in January, above estimates* Bullard \"dramatically\" more hawkish* Disney jumps on upbeat quarterly results* Indexes: Dow -1.47%, S&P 500 -1.81%, Nasdaq -2.10%Feb 10 (Reuters) - Wall Street ended sharply lower on Thursday after U.S. consumer prices data came in hotter than expected and subsequent comments from a Federal Reserve official raised fears the U.S. central bank will hike rates aggressively to fight inflation.U.S. Labor Department data showed consumer prices surged 7.5% last month on a year-over-year basis, topping economists' estimates of 7.3% and marking the biggest annual increase in inflation in 40 years.U.S. stocks fell further after St. Louis Federal Reserve Bank President James Bullard said the data had made him \"dramatically\" more hawkish. Bullard, a voting member of the Fed's rate-setting committee this year, said he now wanted a full percentage point of interest rate hikes by July 1.\"Inflation tends to be kryptonite to valuations. Higher inflation causes multiples to compress, and that's what we're experiencing right now,\" said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis.\"Volatility is likely to remain until in the number and magnitude of Fed rate hikes is better known.\"Within minutes of Bullard comments, rate futures contracts were fully pricing an increase in the Fed's target range for its policy rate to 1%-1.25% by the end of its policy meeting in June, with some bets on an even steeper rate hike path.Megacap growth stocks Tesla Inc, Nvidia and Microsoft each lost around 3%.The Dow Jones Industrial Average fell 1.47% to end at 35,241.59 points, while the S&P 500 lost 1.81% to 4,504.06.The Nasdaq Composite dropped 2.1% to 14,185.64. It was the seventh time in 2022 that the Nasdaq lost more than 2% in a session.The S&P 500 is now down about 5% in 2022, and the Nasdaq is down about 9%.All of the 11 S&P 500 sector indexes declined, with technology, down 2.75%, and real estate, down 2.86%, leading the way lower.Meanwhile, U.S. companies continued to report upbeat quarterly results. With 78% of the S&P 500 companies that have reported results beating analysts' profit estimates, according to Refinitiv data.Walt Disney Co rose 3.4% after beating revenue and profit estimates on strong subscriber additions and attendance at U.S. theme parks.Barbie maker Mattel Inc and cereal maker Kellogg Co gained 7.65% and 3.11%, respectively, after forecasting full-year profits above market expectations.Thursday's session was busy. Volume on U.S. exchanges was 12.8 billion shares, compared with a 12.5 billion average over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 3.08-to-1 ratio; on Nasdaq, a 2.26-to-1 ratio favored decliners.The S&P 500 posted 31 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 55 new highs and 102 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992723775,"gmtCreate":1661382254000,"gmtModify":1676536505728,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Go big","listText":"Go big","text":"Go big","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992723775","repostId":"1162343527","repostType":4,"repost":{"id":"1162343527","pubTimestamp":1661354227,"share":"https://ttm.financial/m/news/1162343527?lang=&edition=fundamental","pubTime":"2022-08-24 23:17","market":"us","language":"en","title":"Elon Musk’s Many Korean Fans Have Built a $15 Billion Tesla Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1162343527","media":"Bloomberg","summary":"In a country where economic inequality has inspiredParasiteandSquid Game, retail investors hoping for a ticket to prosperity have amassed a huge position in the electric-car maker.llustration: Lucia P","content":"<html><head></head><body><p>In a country where economic inequality has inspired <i>Parasite</i> and <i>Squid Game</i>, retail investors hoping for a ticket to prosperity have amassed a huge position in the electric-car maker.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c628a928019451a317d0571a52e0552b\" tg-width=\"2210\" tg-height=\"1964\" referrerpolicy=\"no-referrer\"/><span>llustration: Lucia Pham for Bloomberg Businessweek</span></p><p>Park Sunghyun and her husband sold their home in Seoul, moved into a rental apartment with their 7-year-old son, and plowed the family’s $230,000 of savings into shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a></p><p>They’re not alone in betting everything on Elon Musk’s electric-car maker. Throughout the pandemic, individual South Koreans thronged into Tesla stock, increasing their combined holdings more than a hundredfold, to exceed $15 billion. It makes them key stakeholders in one of the largest companies in the world by market value, with a collective share as big as those of Larry Ellison or US money manager T. Rowe Price Group Inc. They tend to be dip buyers who jump in when the stock retreats, helping curb declines.</p><p>But there’s an unhappy undercurrent to such enthusiasm: As South Korea’s wealth gap widens, many of these investors see risky bets on stocks and cryptocurrencies as their only realistic path to financial independence. Tesla is a favorite of retail traders worldwide, but Musk has generated a following in the country with something that approaches cultlike fervor among struggling wage earners. They call themselves Teslams, blending the words “Tesla” and “Islam” to show the strength of their faith in the company. Some sign off on tweets with the word “Temen,” their play on “Tesla” and “amen.”</p><p>Park and her husband—university graduates who landed jobs in the finance sector before marrying and starting a family—hadn’t planned on risking everything on Tesla. Then the already hot property market reached a boiling point when the central bank cut interest rates to a record low after the coronavirus outbreak began in 2020.</p><p><img src=\"https://static.tigerbbs.com/332ec723ed0145f8110751875c90853a\" tg-width=\"694\" tg-height=\"535\" referrerpolicy=\"no-referrer\"/></p><p>The couple had sold their home in late 2019, hoping to buy a bigger one, but were left stranded as prices accelerated beyond their borrowing capacity. The same story has played out in many countries recently, but it’s emblematic of South Korea, where the cost of apartments in the greater Seoul metropolitan area doubled over the past five years, outpacing pay increases by more than 80 percentage points. A typical three-bedroom apartment—the most popular size—costs 1.24 billion won ($924,235) in Seoul on average, according to Kookmin Bank.</p><p>“I thought I would live well by working at a good company after college, but the reality is that we are the poorest in our neighborhood,” says Park, 40, echoing the kind of frustration that helped inspire Netflix Inc.’s Korean drama Squid Game. “Living as a salaried worker, there are so many limitations.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0361d48b4cabfdf6df8321fc7520b2da\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/><span>A driver charges his Tesla Model 3 at a charger station in Suwon.Photographer: SeongJoon Cho/Bloomberg</span></p><p>Red flags abound. There’s Musk’s high-profile disputes with regulators; his on-again, off-again bid for Twitter Inc.; and the volatility it’s caused in Tesla’s share price. But investors such as Park find excitement in the drama. Although Tesla shares have dropped more than 25% from their 2021 high, they’re still up 1,900% over the past three years. That compares with an increase of about 40% for Samsung Electronics Co.—the most widely held stock in the country—and even less for Korea’s Kospi index.</p><p>“With this man, I thought we could go all-in,” says Park, who bought at an average price of $668 a share, well below the close of $870 on Aug. 22. She and her husband see Musk as a visionary who will succeed in continuing to effect change in the auto industry. “He’s doing things that nobody was thinking of before,” she says.</p><p>Individual Koreans held about 1.6% of the company’s equity as of Aug. 17, according to calculations by Bloomberg News based on data from Korea’s central securities depository. That’s more than their combined investments in Alphabet, Apple, Microsoft, and Nvidia, the data show. There are no official figures on the total holdings of US retail traders in Tesla, which is assumed to be larger given the bigger pool of investors in its home market. Giacomo Pierantoni, head of data at Singapore-based Vanda Research, estimates that individuals globally, excluding Musk and Ellison, own about 15% of the company.</p><p>The allure of Tesla is even stronger among people in their 20s and 30s who have fewer assets to start with than couples such as Park and her husband. Younger Koreans see little opportunity to follow their parents into the property market and are increasingly worried about repeating the financial struggles of their grandparents. Despite their lifetime of slogging that transformed the economy into an export powerhouse, elderly Koreans’ poverty rate is the highest among the 38 member countries of the Organization for Economic Cooperation and Development.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00e52e1a3202d8b6f8bc6bfcfff8d397\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/><span>A Tesla store in Seoul.Photographer: SeongJoon Cho/Bloomberg</span></p><p>“I fell into a panic that I might never be able to buy a house,” says Son Gilhun, a 27-year-old forklift driver who lives in Hanam on the southeast outskirts of the capital. “Instead of giving up, I decided to follow my older colleagues in buying stocks.” He gambled heavily on Tesla and amassed a stock portfolio worth about $100,000 during the pandemic by adopting a frugal lifestyle and channeling half his $2,000 monthly paycheck into equities. Son trimmed his Korean holdings and boosted his stake in the carmaker in June when the shares fell below $700. His immediate goal is to buy a Tesla and, if he can make enough money, eventually a house.</p><p>Musk’s recent sale of about 7.92 million shares—to accumulate cash before a trial that could force him to follow through on an agreement to acquire Twitter—has drawn mixed responses from the Teslams. Some vented their disappointment on social media. Others hoped for another dip-buying opportunity, which didn’t materialize. Son was sanguine, describing it as “not so desirable” but understandable given the situation with Twitter. Park was angry at first but is keeping faith with her choice. “Teslams like myself are not changing our investment,” she says. “We are staying firm.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk’s Many Korean Fans Have Built a $15 Billion Tesla Stake</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk’s Many Korean Fans Have Built a $15 Billion Tesla Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-23/tesla-tsla-stock-price-inspires-elon-musk-fervor-in-korea><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a country where economic inequality has inspired Parasite and Squid Game, retail investors hoping for a ticket to prosperity have amassed a huge position in the electric-car maker.llustration: ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-23/tesla-tsla-stock-price-inspires-elon-musk-fervor-in-korea\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-23/tesla-tsla-stock-price-inspires-elon-musk-fervor-in-korea","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162343527","content_text":"In a country where economic inequality has inspired Parasite and Squid Game, retail investors hoping for a ticket to prosperity have amassed a huge position in the electric-car maker.llustration: Lucia Pham for Bloomberg BusinessweekPark Sunghyun and her husband sold their home in Seoul, moved into a rental apartment with their 7-year-old son, and plowed the family’s $230,000 of savings into shares of Tesla Inc.They’re not alone in betting everything on Elon Musk’s electric-car maker. Throughout the pandemic, individual South Koreans thronged into Tesla stock, increasing their combined holdings more than a hundredfold, to exceed $15 billion. It makes them key stakeholders in one of the largest companies in the world by market value, with a collective share as big as those of Larry Ellison or US money manager T. Rowe Price Group Inc. They tend to be dip buyers who jump in when the stock retreats, helping curb declines.But there’s an unhappy undercurrent to such enthusiasm: As South Korea’s wealth gap widens, many of these investors see risky bets on stocks and cryptocurrencies as their only realistic path to financial independence. Tesla is a favorite of retail traders worldwide, but Musk has generated a following in the country with something that approaches cultlike fervor among struggling wage earners. They call themselves Teslams, blending the words “Tesla” and “Islam” to show the strength of their faith in the company. Some sign off on tweets with the word “Temen,” their play on “Tesla” and “amen.”Park and her husband—university graduates who landed jobs in the finance sector before marrying and starting a family—hadn’t planned on risking everything on Tesla. Then the already hot property market reached a boiling point when the central bank cut interest rates to a record low after the coronavirus outbreak began in 2020.The couple had sold their home in late 2019, hoping to buy a bigger one, but were left stranded as prices accelerated beyond their borrowing capacity. The same story has played out in many countries recently, but it’s emblematic of South Korea, where the cost of apartments in the greater Seoul metropolitan area doubled over the past five years, outpacing pay increases by more than 80 percentage points. A typical three-bedroom apartment—the most popular size—costs 1.24 billion won ($924,235) in Seoul on average, according to Kookmin Bank.“I thought I would live well by working at a good company after college, but the reality is that we are the poorest in our neighborhood,” says Park, 40, echoing the kind of frustration that helped inspire Netflix Inc.’s Korean drama Squid Game. “Living as a salaried worker, there are so many limitations.”A driver charges his Tesla Model 3 at a charger station in Suwon.Photographer: SeongJoon Cho/BloombergRed flags abound. There’s Musk’s high-profile disputes with regulators; his on-again, off-again bid for Twitter Inc.; and the volatility it’s caused in Tesla’s share price. But investors such as Park find excitement in the drama. Although Tesla shares have dropped more than 25% from their 2021 high, they’re still up 1,900% over the past three years. That compares with an increase of about 40% for Samsung Electronics Co.—the most widely held stock in the country—and even less for Korea’s Kospi index.“With this man, I thought we could go all-in,” says Park, who bought at an average price of $668 a share, well below the close of $870 on Aug. 22. She and her husband see Musk as a visionary who will succeed in continuing to effect change in the auto industry. “He’s doing things that nobody was thinking of before,” she says.Individual Koreans held about 1.6% of the company’s equity as of Aug. 17, according to calculations by Bloomberg News based on data from Korea’s central securities depository. That’s more than their combined investments in Alphabet, Apple, Microsoft, and Nvidia, the data show. There are no official figures on the total holdings of US retail traders in Tesla, which is assumed to be larger given the bigger pool of investors in its home market. Giacomo Pierantoni, head of data at Singapore-based Vanda Research, estimates that individuals globally, excluding Musk and Ellison, own about 15% of the company.The allure of Tesla is even stronger among people in their 20s and 30s who have fewer assets to start with than couples such as Park and her husband. Younger Koreans see little opportunity to follow their parents into the property market and are increasingly worried about repeating the financial struggles of their grandparents. Despite their lifetime of slogging that transformed the economy into an export powerhouse, elderly Koreans’ poverty rate is the highest among the 38 member countries of the Organization for Economic Cooperation and Development.A Tesla store in Seoul.Photographer: SeongJoon Cho/Bloomberg“I fell into a panic that I might never be able to buy a house,” says Son Gilhun, a 27-year-old forklift driver who lives in Hanam on the southeast outskirts of the capital. “Instead of giving up, I decided to follow my older colleagues in buying stocks.” He gambled heavily on Tesla and amassed a stock portfolio worth about $100,000 during the pandemic by adopting a frugal lifestyle and channeling half his $2,000 monthly paycheck into equities. Son trimmed his Korean holdings and boosted his stake in the carmaker in June when the shares fell below $700. His immediate goal is to buy a Tesla and, if he can make enough money, eventually a house.Musk’s recent sale of about 7.92 million shares—to accumulate cash before a trial that could force him to follow through on an agreement to acquire Twitter—has drawn mixed responses from the Teslams. Some vented their disappointment on social media. Others hoped for another dip-buying opportunity, which didn’t materialize. Son was sanguine, describing it as “not so desirable” but understandable given the situation with Twitter. Park was angry at first but is keeping faith with her choice. “Teslams like myself are not changing our investment,” she says. “We are staying firm.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024620552,"gmtCreate":1653868826376,"gmtModify":1676535352958,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Rebound?","listText":"Rebound?","text":"Rebound?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024620552","repostId":"2239733199","repostType":4,"repost":{"id":"2239733199","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":1653865624,"share":"https://ttm.financial/m/news/2239733199?lang=&edition=fundamental","pubTime":"2022-05-30 07:07","market":"us","language":"en","title":"GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2239733199","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A h","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n     HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n     Monday 5/30 \n</p>\n<p>\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n     Tuesday 5/31 \n</p>\n<p>\n     HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n     Wednesday 6/1 \n</p>\n<p>\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n     Thursday 6/2 \n</p>\n<p>\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n     Friday 6/3 \n</p>\n<p>\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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\">\nGameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week\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 07:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n     HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n     Monday 5/30 \n</p>\n<p>\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n     Tuesday 5/31 \n</p>\n<p>\n     HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n     Wednesday 6/1 \n</p>\n<p>\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n     Thursday 6/2 \n</p>\n<p>\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n     Friday 6/3 \n</p>\n<p>\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","LULU":"lululemon athletica","HRL":"荷美尔","NVDA":"英伟达","ISBC":"投资者银行","PCAR":"帕卡","NFLX":"奈飞","HPE":"慧与科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239733199","content_text":"By Nicholas Jasinski \n\n\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n\n\n     HP and Salesforce.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n\n\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and PayPal Holdings on Thursday. \n\n\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n\n\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n\n\n     Monday 5/30 \n\n\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n\n\n     Tuesday 5/31 \n\n\n     HP Inc. and Salesforce.com announce earnings. \n\n\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n\n\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n\n\n     Wednesday 6/1 \n\n\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n\n\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n\n\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n\n\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n\n\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n\n\n     Thursday 6/2 \n\n\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n\n\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n\n\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n\n\n     Friday 6/3 \n\n\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n\n\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n\n\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about one point less than the April figure. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  May 31, 2022 08:33 ET (12:33 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060213570,"gmtCreate":1651153514356,"gmtModify":1676534859672,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌drop like grape","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌drop like grape","text":"‌$Tesla Motors(TSLA)$‌drop like grape","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060213570","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012467983,"gmtCreate":1649375199330,"gmtModify":1676534500143,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Hard carry","listText":"Hard carry","text":"Hard carry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012467983","repostId":"1192998917","repostType":2,"repost":{"id":"1192998917","pubTimestamp":1649372820,"share":"https://ttm.financial/m/news/1192998917?lang=&edition=fundamental","pubTime":"2022-04-08 07:07","market":"us","language":"en","title":"S&P 500 Ends Higher, Lifted By Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1192998917","media":"Reuters","summary":"TheS&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.TeslaInc rose 1.2% and ","content":"<html><head></head><body><p>The S&amp;P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.</p><p>TeslaInc rose 1.2% and Microsoft Corp added 0.6%, helping lift the S&amp;P 500 and provide the Nasdaq a modest gain.</p><p>Also supporting the S&amp;P 500, Pfizer Inc jumped 4.3%after it said it would buy privately held ReViral Ltd in a deal worth as much as $525 million, its second acquisition in less than six months to boost its drug portfolio.</p><p>The S&amp;P traded at a loss for much of the day before rallying near the end of the session.</p><p>“We don&#39;t know how Ukraine is going resolve itself. We don&#39;t know how this hawkish Fed is going to impact the economy. We don&#39;t know if they can navigate a soft landing. What it equals is a whipsaw market,” said Dennis Dick, a trader at Bright Trading LLC. “If you&#39;re following trends, then you&#39;re lost in this market because all this market is is chop.”</p><p>Mega-cap growth stocks came under pressure earlier this week after comments from Fed policymakers and minutes from the central bank&#39;s March meeting suggested a rapid removal of stimulus measures put in place during the pandemic.</p><p>St. Louis Federal Reserve President James Bullard said the U.S. central bank&#39;s short-term policy rate should reach 3.5% later this year.</p><p>Minutes released on Wednesday showed that Fed officials &#34;generally agreed&#34; to cut up to $95 billion a month from the central bank&#39;s asset holdings even as the war in Ukraine tempered the first U.S. interest rate increase since 2018.</p><p>&#34;The realization for investors continues that the Fed is still not at max hawkishness and we&#39;re going to err on the side of them wanting to do more to continue to control inflation,&#34; said Anastasia Amoroso, chief investment strategist at iCapital Network, an investment marketplace firm.</p><p>Traders now see 88.9% likelihood of a 50 basis-point rate hike at the central bank&#39;s meeting next month. [IRPR]</p><p>U.S. companies will start reporting first-quarter results in the coming weeks, with banks set to kick off the season in earnest next week. Analysts on average expect S&amp;P 500 companies&#39; earnings to have grown 6.4% in the March quarter, according to I/B/E/S data from Refinitiv. That compares with over 30% growth in the prior quarter.</p><p>&#34;As we get into the heart of earnings season, I expect volatility to be very prominent,&#34; said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. &#34;We could see strong results that beat the highest expectations, but weak expectations for the next 12 months.&#34;</p><p>Among the 11 S&amp;P 500 sector indexes, real estate was among the deepest decliners, while the health sector index was among the top gainers.</p><p>Adding to cautious sentiment, Russian Foreign Minister Sergei Lavrov said Ukraine had presented Moscow with a draft peace deal that contained &#34;unacceptable&#34; elements, while the U.S. Senate voted to remove &#34;most favored nation&#34; trade status for Russia in one bill and ban oil imports in another.</p><p>Unofficially, the Dow Jones Industrial Average rose 0.25% to end at 34,583.57 points, while the S&amp;P 500 gained 0.43% to 4,500.21.</p><p>The Nasdaq Composite climbed 0.06% to 13,897.30.</p><p>With investors worried about the effect of rising interest rates, growth stocks with pricey valuations have underperformed value stocks so far in 2022.</p><p>In economic news, data showed the number of Americans filing new claims for unemployment benefits fell last week, indicating a further tightening of labor market conditions heading into the second quarter that could contribute to keeping inflation elevated.</p><p>Among other movers, HP Inc jumped 14.8% afterWarren Buffett&#39;s Berkshire Hathaway Inc disclosed it purchased nearly 121 million shares of the personal computing and printing company.</p><p>Costco Wholesale Corp rallied 4% after the retailer late on Wednesday reported a surge in March sales.</p><p>American Airlines Group Inc, Delta Air Lines Inc, Southwest Airlines Co and United Airlines Holdings Inc fell between 1.6% and 3.1% afterBarclayswarned of a recent jump in oil prices hurting first-quarter earnings.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.11-to-1 ratio; on Nasdaq, a 1.45-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 32 new 52-week highs and 26 new lows; the Nasdaq Composite recorded 45 new highs and 219 new lows.</p><p>About 11.5 billion shares changed hands in U.S. exchanges, compared with the 13.0 billion daily average over the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Ends Higher, Lifted By Tesla</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\">\nS&P 500 Ends Higher, Lifted By Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/ETFs/S%26P+500+ends+higher%2C+lifted+by+Tesla/19887649.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.TeslaInc rose 1.2% and...</p>\n\n<a href=\"https://www.streetinsider.com/ETFs/S%26P+500+ends+higher%2C+lifted+by+Tesla/19887649.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/ETFs/S%26P+500+ends+higher%2C+lifted+by+Tesla/19887649.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192998917","content_text":"The S&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.TeslaInc rose 1.2% and Microsoft Corp added 0.6%, helping lift the S&P 500 and provide the Nasdaq a modest gain.Also supporting the S&P 500, Pfizer Inc jumped 4.3%after it said it would buy privately held ReViral Ltd in a deal worth as much as $525 million, its second acquisition in less than six months to boost its drug portfolio.The S&P traded at a loss for much of the day before rallying near the end of the session.“We don't know how Ukraine is going resolve itself. We don't know how this hawkish Fed is going to impact the economy. We don't know if they can navigate a soft landing. What it equals is a whipsaw market,” said Dennis Dick, a trader at Bright Trading LLC. “If you're following trends, then you're lost in this market because all this market is is chop.”Mega-cap growth stocks came under pressure earlier this week after comments from Fed policymakers and minutes from the central bank's March meeting suggested a rapid removal of stimulus measures put in place during the pandemic.St. Louis Federal Reserve President James Bullard said the U.S. central bank's short-term policy rate should reach 3.5% later this year.Minutes released on Wednesday showed that Fed officials \"generally agreed\" to cut up to $95 billion a month from the central bank's asset holdings even as the war in Ukraine tempered the first U.S. interest rate increase since 2018.\"The realization for investors continues that the Fed is still not at max hawkishness and we're going to err on the side of them wanting to do more to continue to control inflation,\" said Anastasia Amoroso, chief investment strategist at iCapital Network, an investment marketplace firm.Traders now see 88.9% likelihood of a 50 basis-point rate hike at the central bank's meeting next month. [IRPR]U.S. companies will start reporting first-quarter results in the coming weeks, with banks set to kick off the season in earnest next week. Analysts on average expect S&P 500 companies' earnings to have grown 6.4% in the March quarter, according to I/B/E/S data from Refinitiv. That compares with over 30% growth in the prior quarter.\"As we get into the heart of earnings season, I expect volatility to be very prominent,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"We could see strong results that beat the highest expectations, but weak expectations for the next 12 months.\"Among the 11 S&P 500 sector indexes, real estate was among the deepest decliners, while the health sector index was among the top gainers.Adding to cautious sentiment, Russian Foreign Minister Sergei Lavrov said Ukraine had presented Moscow with a draft peace deal that contained \"unacceptable\" elements, while the U.S. Senate voted to remove \"most favored nation\" trade status for Russia in one bill and ban oil imports in another.Unofficially, the Dow Jones Industrial Average rose 0.25% to end at 34,583.57 points, while the S&P 500 gained 0.43% to 4,500.21.The Nasdaq Composite climbed 0.06% to 13,897.30.With investors worried about the effect of rising interest rates, growth stocks with pricey valuations have underperformed value stocks so far in 2022.In economic news, data showed the number of Americans filing new claims for unemployment benefits fell last week, indicating a further tightening of labor market conditions heading into the second quarter that could contribute to keeping inflation elevated.Among other movers, HP Inc jumped 14.8% afterWarren Buffett's Berkshire Hathaway Inc disclosed it purchased nearly 121 million shares of the personal computing and printing company.Costco Wholesale Corp rallied 4% after the retailer late on Wednesday reported a surge in March sales.American Airlines Group Inc, Delta Air Lines Inc, Southwest Airlines Co and United Airlines Holdings Inc fell between 1.6% and 3.1% afterBarclayswarned of a recent jump in oil prices hurting first-quarter earnings.Declining issues outnumbered advancing ones on the NYSE by a 1.11-to-1 ratio; on Nasdaq, a 1.45-to-1 ratio favored decliners.The S&P 500 posted 32 new 52-week highs and 26 new lows; the Nasdaq Composite recorded 45 new highs and 219 new lows.About 11.5 billion shares changed hands in U.S. exchanges, compared with the 13.0 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019341929,"gmtCreate":1648542245092,"gmtModify":1676534352022,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019341929","repostId":"2222897862","repostType":2,"repost":{"id":"2222897862","pubTimestamp":1648538582,"share":"https://ttm.financial/m/news/2222897862?lang=&edition=fundamental","pubTime":"2022-03-29 15:23","market":"us","language":"en","title":"Tesla Is One of Only 11 Stocks in the S&P 500, Excluding Energy, That Enjoys This Critical Support","url":"https://stock-news.laohu8.com/highlight/detail?id=2222897862","media":"MarketWatch","summary":"AMD and Pfizer are among other companies with large increases to EPS estimatesAnalysts’ consensus estimate for Tesla’s 2022 earnings per share has increased 24% this year.A stock split for a rapidly growing company can be a catalyst for its shares. Even though the split doesn't really change anything, a lower price can make a stock more attractive to some investors and make it eligible to be included in certain indexes and funds that track them.Shares of Tesla Inc.surged 8% on Monday after the c","content":"<html><head></head><body><p>AMD and Pfizer are among other companies with large increases to EPS estimates</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5def18c127f4374f8baaf3240fe9f01d\" tg-width=\"700\" tg-height=\"469\" width=\"100%\" height=\"auto\"/><span>Analysts’ consensus estimate for Tesla’s 2022 earnings per share has increased 24% this year.</span></p><p>A stock split for a rapidly growing company can be a catalyst for its shares. Even though the split doesn&#39;t really change anything, a lower price can make a stock more attractive to some investors and make it eligible to be included in certain indexes and funds that track them.</p><p>Shares of Tesla Inc. surged 8% on Monday after the company said it would ask shareholders to approve a plan to increase its number of shares. Tesla said the move would be needed &#34;to enable a stock split.&#34;</p><p>What might be more important for long-term investors considering Tesla&#39;s stock is that its gigafactory in Berlin has opened, adding an estimated 500,000 electric vehicles to the company&#39;s annual production capacity.</p><p>The  opening of Tesla&#39;s third factory, during a time of such high demand for its vehicles, raises a very interesting question, considering that its stock was down 4% for 2022 through the close March 25: How much more of a profit can Tesla earn on this increased capacity?</p><p>The answer is that the consensus 2022 earnings-per-share estimate for Tesla, among analysts polled by FactSet, has increased 24% to $10.87 from $8.78 at the end of 2021.</p><p>To illustrate how dramatic that increase is, let&#39;s look at a chart. Keeping in mind that Tesla&#39;s stock with the early gain March 28 is essentially flat this year, check out what has happened with its forward price-to-earnings ratio (based on the increasing consensus 2022 EPS estimate):</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c5745890e2277c5e389c04329ae026b\" tg-width=\"700\" tg-height=\"632\" width=\"100%\" height=\"auto\"/><span>FactSet</span></p><p>Tesla&#39;s P/E has been nearly cut in half. A P/E of 97.7, based on expected earnings for 2022, is very high when compared to a weighted P/E of 20.2 for the S&amp;P 500. But as we have seen with Amazon.com Inc. over the decades, a high P/E for a rapidly growing company won&#39;t necessarily place a drag on its stock.</p><p>A look at consensus sales-per-share and EPS estimates for Tesla and the index illustrates how much more growth analysts expect for Tesla:</p><p><b>Sales</b></p><p>First, here are consensus estimates for Tesla&#39;s annual sales, in millions, with an expected compound annual growth rate (CAGR) through 2024:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05d9cf437ae09b6f7cf43d9299796b1d\" tg-width=\"1053\" tg-height=\"90\" width=\"100%\" height=\"auto\"/><span>Source: FactSet</span></p><p>Compare that to the same for the S&amp;P 500, based on weighted consensus estimates for sales per share:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b64f844fcbe227c171c32b588cb2ba12\" tg-width=\"1055\" tg-height=\"138\" width=\"100%\" height=\"auto\"/><span>Source: FactSet</span></p><p><b>Earnings</b></p><p>Now let&#39;s make the same comparison for EPS estimates:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbd19c5b05b07ca7c5b88c9cbb25a2f4\" tg-width=\"1053\" tg-height=\"145\" width=\"100%\" height=\"auto\"/><span>Source: FactSet</span></p><p>For the index, the 2021 EPS and sales  numbers are estimates, because many of the companies in the S&amp;P 500 have fiscal years that don&#39;t match the calendar year.</p><p><b>Other large increases to EPS estimates this year</b></p><p>Among the sectors of the S&amp;P 500, energy has been this year&#39;s best performer because the price of West Texas crude oil , based on continuous forward-month contracts, increased 49% through March 25. So that sector has also had the largest increase in EPS estimates.</p><p>Leaving the energy sector aside, these 11 companies, including  Tesla, have had their consensus EPS estimates for calendar 2022 increase by more than 20%:</p><p><img src=\"https://static.tigerbbs.com/87c8b5f26be67923bc54249f16a87760\" tg-width=\"1054\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is One of Only 11 Stocks in the S&P 500, Excluding Energy, That Enjoys This Critical Support</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is One of Only 11 Stocks in the S&P 500, Excluding Energy, That Enjoys This Critical Support\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 15:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-is-one-of-only-11-stocks-in-the-s-p-500-excluding-energy-that-enjoys-this-critical-support-11648480571?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD and Pfizer are among other companies with large increases to EPS estimatesAnalysts’ consensus estimate for Tesla’s 2022 earnings per share has increased 24% this year.A stock split for a rapidly ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-is-one-of-only-11-stocks-in-the-s-p-500-excluding-energy-that-enjoys-this-critical-support-11648480571?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","SDS":"两倍做空标普500ETF","AMD":"美国超微公司","PFE":"辉瑞","OEX":"标普100",".SPX":"S&P 500 Index","MOS":"美国美盛","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF"},"source_url":"https://www.marketwatch.com/story/tesla-is-one-of-only-11-stocks-in-the-s-p-500-excluding-energy-that-enjoys-this-critical-support-11648480571?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222897862","content_text":"AMD and Pfizer are among other companies with large increases to EPS estimatesAnalysts’ consensus estimate for Tesla’s 2022 earnings per share has increased 24% this year.A stock split for a rapidly growing company can be a catalyst for its shares. Even though the split doesn't really change anything, a lower price can make a stock more attractive to some investors and make it eligible to be included in certain indexes and funds that track them.Shares of Tesla Inc. surged 8% on Monday after the company said it would ask shareholders to approve a plan to increase its number of shares. Tesla said the move would be needed \"to enable a stock split.\"What might be more important for long-term investors considering Tesla's stock is that its gigafactory in Berlin has opened, adding an estimated 500,000 electric vehicles to the company's annual production capacity.The  opening of Tesla's third factory, during a time of such high demand for its vehicles, raises a very interesting question, considering that its stock was down 4% for 2022 through the close March 25: How much more of a profit can Tesla earn on this increased capacity?The answer is that the consensus 2022 earnings-per-share estimate for Tesla, among analysts polled by FactSet, has increased 24% to $10.87 from $8.78 at the end of 2021.To illustrate how dramatic that increase is, let's look at a chart. Keeping in mind that Tesla's stock with the early gain March 28 is essentially flat this year, check out what has happened with its forward price-to-earnings ratio (based on the increasing consensus 2022 EPS estimate):FactSetTesla's P/E has been nearly cut in half. A P/E of 97.7, based on expected earnings for 2022, is very high when compared to a weighted P/E of 20.2 for the S&P 500. But as we have seen with Amazon.com Inc. over the decades, a high P/E for a rapidly growing company won't necessarily place a drag on its stock.A look at consensus sales-per-share and EPS estimates for Tesla and the index illustrates how much more growth analysts expect for Tesla:SalesFirst, here are consensus estimates for Tesla's annual sales, in millions, with an expected compound annual growth rate (CAGR) through 2024:Source: FactSetCompare that to the same for the S&P 500, based on weighted consensus estimates for sales per share:Source: FactSetEarningsNow let's make the same comparison for EPS estimates:Source: FactSetFor the index, the 2021 EPS and sales  numbers are estimates, because many of the companies in the S&P 500 have fiscal years that don't match the calendar year.Other large increases to EPS estimates this yearAmong the sectors of the S&P 500, energy has been this year's best performer because the price of West Texas crude oil , based on continuous forward-month contracts, increased 49% through March 25. So that sector has also had the largest increase in EPS estimates.Leaving the energy sector aside, these 11 companies, including  Tesla, have had their consensus EPS estimates for calendar 2022 increase by more than 20%:","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033707489,"gmtCreate":1646354102151,"gmtModify":1676534120757,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033707489","repostId":"2216416439","repostType":2,"repost":{"id":"2216416439","pubTimestamp":1646342215,"share":"https://ttm.financial/m/news/2216416439?lang=&edition=fundamental","pubTime":"2022-03-04 05:16","market":"us","language":"en","title":"Wall Street Ends Lower as War in Ukraine Stirs Uncertainty","url":"https://stock-news.laohu8.com/highlight/detail?id=2216416439","media":"Reuters","summary":"March 3 (Reuters) - Wall Street ended lower on Thursday, with growth stocks including Tesla and Amazon denting the Nasdaq, as the Ukraine crisis kept investors on edge.Tesla dropped 4.6% and Amazon lo","content":"<html><head></head><body><p>March 3 (Reuters) - Wall Street ended lower on Thursday, with growth stocks including Tesla and Amazon denting the Nasdaq, as the Ukraine crisis kept investors on edge.</p><p>Tesla dropped 4.6% and Amazon lost 2.7%, both contributing more than any other stocks to the Nasdaq&#39;s steep decline.</p><p>The S&amp;P 500 growth index dipped 1.1% while the value index edged up 0.1%.</p><p>Reflecting a defensive mood on Wall Street, the S&amp;P 500 utilities index rallied 1.7% and real estate climbed 1.1%.</p><p>With Russia&#39;s invasion of Ukraine now a week in, hundreds of Russian soldiers and Ukrainian civilians have been killed, and Russia itself has been plunged into isolation.</p><p>&#34;The market is entirely locked on what this geopolitical turmoil looks like,&#34; said Ross Mayfield, an investment strategist at Baird in Louisville, Kentucky. &#34;Volatility is likely to remain for probably the near term, and maybe even the medium term, because I just don&#39;t see what an acceptable off ramp in the next couple of weeks for Ukraine or Putin.&#34;</p><p>Also, soaring prices of oil and other commodities have stoked fears that recent high inflation could combine with stagnant economic growth, making it more difficult for the Federal Reserve and other major central banks to manage interest rates.</p><p>The percentage of fund managers who expect so-called stagflation within the next 12 months stood at 30%, compared with 22% last month, a survey from BofA Global Research showed.</p><p>Wall Street surged in the previous session after Fed Chair Jerome Powell said he would back a quarter point rate increase at the March 15-16 meeting, assuaging some fears of a more aggressive hike.</p><p>&#34;We are going to stay in a tight range until we have the Fed meeting in two weeks because there&#39;s limited earnings,&#34; predicted Jay Hatfield, chief investment officer at Infrastructure Capital Management in New York.</p><p>&#34;There&#39;s no real reason to be long, unless, of course, there&#39;s some peace or stability in Ukraine, which doesn&#39;t seem likely.&#34;</p><p>The Dow Jones Industrial Average fell 0.29% to end at 33,794.66 points, while the S&amp;P 500 lost 0.53% to 4,363.49.</p><p>The Nasdaq Composite dropped 1.56% to 13,537.94.</p><p>Volume on U.S. exchanges was 12.6 billion shares, the lowest in six days, according to Refinitiv data.</p><p>Meanwhile, data showed a measure of U.S. services industry activity dropped to a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-year low in February and employment contracted.</p><p>Kroger Co jumped almost 12% after the grocer forecast upbeat annual same-store sales and profit, encouraged by strong demand for its pick-up and delivery services and sustained home-cooking trends.</p><p>American Eagle Outfitters Inc slid 9.3% after the apparel chain forecast a decline in earnings for the first half of 2022.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.48-to-1 ratio; on Nasdaq, a 2.12-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 23 new 52-week highs and 5 new lows; the Nasdaq Composite recorded 45 new highs and 206 new lows. </p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Lower as War in Ukraine Stirs Uncertainty</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Lower as War in Ukraine Stirs Uncertainty\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-04 05:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-211655064.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>March 3 (Reuters) - Wall Street ended lower on Thursday, with growth stocks including Tesla and Amazon denting the Nasdaq, as the Ukraine crisis kept investors on edge.Tesla dropped 4.6% and Amazon ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-211655064.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","AMZN":"亚马逊","SPY":"标普500ETF","BK4566":"资本集团","COMP":"Compass, Inc.","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","SDS":"两倍做空标普500ETF","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","OEX":"标普100",".SPX":"S&P 500 Index","BK4561":"索罗斯持仓","BK4079":"房地产服务","BK4581":"高盛持仓","BK4504":"桥水持仓","TSLA":"特斯拉","UPRO":"三倍做多标普500ETF","BK4548":"巴美列捷福持仓","SH":"标普500反向ETF","BK4532":"文艺复兴科技持仓","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","BK4539":"次新股","BK4554":"元宇宙及AR概念"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-211655064.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2216416439","content_text":"March 3 (Reuters) - Wall Street ended lower on Thursday, with growth stocks including Tesla and Amazon denting the Nasdaq, as the Ukraine crisis kept investors on edge.Tesla dropped 4.6% and Amazon lost 2.7%, both contributing more than any other stocks to the Nasdaq's steep decline.The S&P 500 growth index dipped 1.1% while the value index edged up 0.1%.Reflecting a defensive mood on Wall Street, the S&P 500 utilities index rallied 1.7% and real estate climbed 1.1%.With Russia's invasion of Ukraine now a week in, hundreds of Russian soldiers and Ukrainian civilians have been killed, and Russia itself has been plunged into isolation.\"The market is entirely locked on what this geopolitical turmoil looks like,\" said Ross Mayfield, an investment strategist at Baird in Louisville, Kentucky. \"Volatility is likely to remain for probably the near term, and maybe even the medium term, because I just don't see what an acceptable off ramp in the next couple of weeks for Ukraine or Putin.\"Also, soaring prices of oil and other commodities have stoked fears that recent high inflation could combine with stagnant economic growth, making it more difficult for the Federal Reserve and other major central banks to manage interest rates.The percentage of fund managers who expect so-called stagflation within the next 12 months stood at 30%, compared with 22% last month, a survey from BofA Global Research showed.Wall Street surged in the previous session after Fed Chair Jerome Powell said he would back a quarter point rate increase at the March 15-16 meeting, assuaging some fears of a more aggressive hike.\"We are going to stay in a tight range until we have the Fed meeting in two weeks because there's limited earnings,\" predicted Jay Hatfield, chief investment officer at Infrastructure Capital Management in New York.\"There's no real reason to be long, unless, of course, there's some peace or stability in Ukraine, which doesn't seem likely.\"The Dow Jones Industrial Average fell 0.29% to end at 33,794.66 points, while the S&P 500 lost 0.53% to 4,363.49.The Nasdaq Composite dropped 1.56% to 13,537.94.Volume on U.S. exchanges was 12.6 billion shares, the lowest in six days, according to Refinitiv data.Meanwhile, data showed a measure of U.S. services industry activity dropped to a one-year low in February and employment contracted.Kroger Co jumped almost 12% after the grocer forecast upbeat annual same-store sales and profit, encouraged by strong demand for its pick-up and delivery services and sustained home-cooking trends.American Eagle Outfitters Inc slid 9.3% after the apparel chain forecast a decline in earnings for the first half of 2022.Declining issues outnumbered advancing ones on the NYSE by a 1.48-to-1 ratio; on Nasdaq, a 2.12-to-1 ratio favored decliners.The S&P 500 posted 23 new 52-week highs and 5 new lows; the Nasdaq Composite recorded 45 new highs and 206 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095121712,"gmtCreate":1644853825316,"gmtModify":1676533968508,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌rally!","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌rally!","text":"‌$Tesla Motors(TSLA)$‌rally!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095121712","isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092697693,"gmtCreate":1644605676513,"gmtModify":1676533945510,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌dont wanna let me sleep ...","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>‌dont wanna let me sleep ...","text":"‌$Tesla Motors(TSLA)$‌dont wanna let me sleep ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092697693","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917210015,"gmtCreate":1665529672737,"gmtModify":1676537620158,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917210015","repostId":"1126298657","repostType":4,"repost":{"id":"1126298657","pubTimestamp":1665501481,"share":"https://ttm.financial/m/news/1126298657?lang=&edition=fundamental","pubTime":"2022-10-11 23:18","market":"us","language":"en","title":"Tesla Is A Bargain With Optimus And Recent Events","url":"https://stock-news.laohu8.com/highlight/detail?id=1126298657","media":"Seeking Alpha","summary":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despit","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.</li><li>Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.</li><li>We judge that the automotive component of Tesla&#39;s business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.</li><li>Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.</li></ul><p>Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.</p><p>We think that Tesla&#39;s new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.</p><p><img src=\"https://static.tigerbbs.com/194dff43d71f26606d51256c830a4945\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Bumble C</p><p>As Tesla&#39;s Humanoid Robot is still under development, they were able to show their prototype &#34;Bumble C,&#34; which is to become a low-cost and mass-producible Optimus robot.</p><p>The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.</p><p><img src=\"https://static.tigerbbs.com/c6d0c0a5d8694dfa2f56d1cf75ee8831\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>We want to highlight the key differences between what makes Tesla&#39;s bot so different from competitors such as Boston Dynamics, Honda and others:</p><ul><li>Optimus is intended for mass production (i.e., thousands or millions of units).</li><li>Project progress was made in just 6 to 8 months, compared with decades at competitors.</li><li>The robot is expected to be affordable, costing only US$20K to manufacture, or &#34;significantly less expensive than an EV.&#34;</li><li>Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.</li><li>It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.</li></ul><p><img src=\"https://static.tigerbbs.com/48961fc406e0289960175b055105f015\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Critics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.</p><p>The same goes for other concepts, such asHonda&#39;s Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to &#34;focus on more practical applications.&#34; None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.</p><p>Tesla&#39;s robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.</p><p><img src=\"https://static.tigerbbs.com/5780d19805b143394d1cccb72a98ac6d\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>It is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.</p><p>For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.</p><p><img src=\"https://static.tigerbbs.com/9fbe300b4c6989fade2f3522cfee49eb\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Cost Savings</p><p>One of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in &#34;building the machine that builds the machine,&#34; like their Gigafactories.</p><p>For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.</p><p>Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright&#39;s Law. For example, according to Wright&#39;s law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots&#39; components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla&#39;s own production chain, producing more cars and robots.</p><p><img src=\"https://static.tigerbbs.com/bb9b7b69eca0bcc3d547dcee35162406\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>There is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla&#39;s FSD Beta software alone currently costs US$15K, and sells very well.</p><p>Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That&#39;s a 4x increase in output. Let&#39;s say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.</p><p>That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.</p><p><img src=\"https://static.tigerbbs.com/b7e5dc767ae2f36f0f5ba809cf7b9637\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>With a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.</p><p>The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla&#39;s AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.</p><p><img src=\"https://static.tigerbbs.com/5ee780b98aa96a00300a696e280cf786\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Tesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.</p><p>It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla&#39;s fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.</p><p>Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.</p><p><img src=\"https://static.tigerbbs.com/f969773a012764dc54e04de9cedeaa0e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Automotive Side</p><p>Tesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla&#39;s auto side itself can generate better returns than broad benchmarks such as the S&amp;P 500 (SPY).</p><p>In the transition to EVs, we believe that with Wright&#39;s Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.</p><p>In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla&#39;s market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.</p><p><img src=\"https://static.tigerbbs.com/98543a4dc086e1db225ea538cc5c71f3\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>This is also in line withElon Musk&#39;s expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla&#39;s average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.</p><p>For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.</p><p><img src=\"https://static.tigerbbs.com/2fa7a1659836da3ee6ab572806224152\" tg-width=\"640\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s Calculations</p><p>OpEx is also likely to improve significantly over time, as Elon Musk himself alluded that &#34;OpEx. is embarrassingly high.&#34; Tesla&#39;s adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.</p><p>This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla&#39;s auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&amp;P 500.</p><p><img src=\"https://static.tigerbbs.com/fd7f2dced45f19caff10798400d7a8bf\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>We used the mean of theS&amp;P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&amp;P 500 is more likely to trade below its historical average return because economic growth is currently stalling.</p><p>Developments, Macroeconomics &amp; Risks</p><p>While many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.</p><p>According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.</p><p>In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.</p><p><img src=\"https://static.tigerbbs.com/0104878c08973b5c44e0881be20c144d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>On the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.</p><p>Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a &#34;demand-side problem,&#34; Tesla mentioned that it was actually due to the fact that it is &#34;increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.&#34; We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street&#39;s expectations.</p><p>Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&amp;P global and are no longer &#34;junk bonds.&#34; Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.</p><p><img src=\"https://static.tigerbbs.com/7faae7db7817551fd0be2c8bcc40fe0c\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>The Bottom Line</p><p>Optimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&amp;P 500 with its automotive operations alone.</p><p>Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company&#39;s valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla&#39;s expertise in &#34;building the machines that make the machines&#34; puts them in pole position to dominate the innovative sectors in which Tesla operates.</p><p>In essence, we fully support Elon Musk&#39;s view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla&#39;s biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.</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 Is A Bargain With Optimus And Recent Events</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is A Bargain With Optimus And Recent Events\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events\">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/4545812-tesla-stock-bargain-with-optimus-and-recent-events","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126298657","content_text":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.We judge that the automotive component of Tesla's business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.We think that Tesla's new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.Bumble CAs Tesla's Humanoid Robot is still under development, they were able to show their prototype \"Bumble C,\" which is to become a low-cost and mass-producible Optimus robot.The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.Tesla AI DayWe want to highlight the key differences between what makes Tesla's bot so different from competitors such as Boston Dynamics, Honda and others:Optimus is intended for mass production (i.e., thousands or millions of units).Project progress was made in just 6 to 8 months, compared with decades at competitors.The robot is expected to be affordable, costing only US$20K to manufacture, or \"significantly less expensive than an EV.\"Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.Tesla AI DayCritics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.The same goes for other concepts, such asHonda's Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to \"focus on more practical applications.\" None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.Tesla's robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.Tesla AI DayIt is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.Tesla AI DayThe Cost SavingsOne of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in \"building the machine that builds the machine,\" like their Gigafactories.For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright's Law. For example, according to Wright's law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots' components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla's own production chain, producing more cars and robots.Tesla AI DayThere is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla's FSD Beta software alone currently costs US$15K, and sells very well.Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That's a 4x increase in output. Let's say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.Tesla AI DayWith a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla's AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.Tesla AI DayTesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla's fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.Tesla AI DayThe Automotive SideTesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla's auto side itself can generate better returns than broad benchmarks such as the S&P 500 (SPY).In the transition to EVs, we believe that with Wright's Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla's market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.Tesla IRThis is also in line withElon Musk's expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla's average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.Author's CalculationsOpEx is also likely to improve significantly over time, as Elon Musk himself alluded that \"OpEx. is embarrassingly high.\" Tesla's adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla's auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&P 500.Tesla IRWe used the mean of theS&P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&P 500 is more likely to trade below its historical average return because economic growth is currently stalling.Developments, Macroeconomics & RisksWhile many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.Data by YChartsOn the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a \"demand-side problem,\" Tesla mentioned that it was actually due to the fact that it is \"increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.\" We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street's expectations.Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&P global and are no longer \"junk bonds.\" Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.Tesla IRThe Bottom LineOptimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&P 500 with its automotive operations alone.Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company's valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla's expertise in \"building the machines that make the machines\" puts them in pole position to dominate the innovative sectors in which Tesla operates.In essence, we fully support Elon Musk's view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla's biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993679052,"gmtCreate":1660692297278,"gmtModify":1676536378430,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993679052","repostId":"2259839211","repostType":4,"repost":{"id":"2259839211","pubTimestamp":1660659198,"share":"https://ttm.financial/m/news/2259839211?lang=&edition=fundamental","pubTime":"2022-08-16 22:13","market":"us","language":"en","title":"TSLA Is a Must-Buy Ahead of the Aug. 17 Tesla Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2259839211","media":"InvestorPlace","summary":"Tesla(TSLA) will enact a three-for-one share split on Aug. 17.Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.Investors should hold at least a few TSLA stock shares pri","content":"<html><head></head><body><ul><li><b>Tesla</b> (<b><u>TSLA</u></b>) will enact a three-for-one share split on Aug. 17.</li><li>Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.</li><li>Investors should hold at least a few TSLA stock shares prior to the split.</li></ul><p><b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) stock hasn’t looked this good in a while.</p><p>Not long ago, the company revealed that the electric vehicle (or EV) manufacturer plans to enact a three-for-one share split on Aug. 17. Furthermore, CEO Elon Musk tweeted a hint that two new EV models will be shipped out.</p><p>For these reasons, or just because Tesla is a premier business and a pioneer in vehicle electrification, you should consider owning TSLA stock now.</p><p>Make no mistake about it: Musk is a controversial figure. Everybody and his uncle has been talking about how Musk sold nearly $7 billion worth of Tesla shares recently. Yet, you don’t have to let this distract you from the more important developments surrounding Tesla.</p><p>Musk is, among other things, a master of using the media to generate attention for Tesla. He teased a couple of new vehicle models recently, and this could generate investor interest in Tesla. Besides, the upcoming share split will likely entice more people into the trade.</p><table border=\"1\"><tbody><tr><td><b><u>TSLA</u></b></td><td><b>Tesla</b></td><td>$927.96</td></tr></tbody></table><h2>What’s Happening with TSLA Stock?</h2><p>Throughout 2022 so far, TSLA stock has achieved $1,000 on more than one occasion but couldn’t hold that level. The buyers will have to put in some work to reclaim $1,000 and keep the Tesla share price there.</p><p>However, soon $1,000 won’t be the near-term objective anymore. That’s because Tesla’s board of directors approved a three-for-one share split, which will apply to shareholders of record on Aug. 17.</p><p>So, if you’re serious about investing in Tesla and making the most of this situation, you can buy some TSLA stock shares prior to Aug. 17. Also, mark Aug. 25 on your calendar, as that’s when the stock will begin trading on a split-adjusted basis.</p><p>As the shares become more affordable, traders will smaller account sizes will probably be enticed to invest in Tesla. And of course, when there are more buyers involved, this should put upward price pressure on the stock.</p><h2>Musk Teases <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> New Tesla Vehicle Models</h2><p>As I mentioned before, Musk is masterful when it comes to using the media to generate buzz for Tesla. That’s exactly what he did when he recently tweeted, “Tesla 500 mile range Semi Truck starts shipping this year, Cybertruck next year.”</p><p>This tweet immediately made the financial headlines, so Musk can say, “Mission accomplished.” The Cybertruck is Tesla’s version of a pickup truck, so truckers who’ve hesitated to join the vehicle electrification movement might now be persuaded to give Tesla’s electric truck a try.</p><p>Along with all of this, you can simply hold TSLA stock because the company is an EV-market powerhouse. As you may recall, Tesla’s revenue jumped 42% year over year in 2022’s second quarter. Figures like this should remind us all that Musk’s company was, and still remains, an EV pioneer.</p><h2>What You Can Do Now</h2><p>For all of the reasons discussed here, feel free to add to your share position in Tesla prior to Aug. 17. And if you don’t have a position already, now’s a great time to start one.</p><p>Otherwise, you may regret it as stock-split mania could push TSLA stock much higher. Eventually, even after the split, the stock might reach $1,000 and then some.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Is a Must-Buy Ahead of the Aug. 17 Tesla 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\">\nTSLA Is a Must-Buy Ahead of the Aug. 17 Tesla Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/tsla-is-a-must-buy-ahead-of-the-aug-17-tesla-stock-split/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) will enact a three-for-one share split on Aug. 17.Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.Investors should hold at least a few TSLA stock shares ...</p>\n\n<a href=\"https://investorplace.com/2022/08/tsla-is-a-must-buy-ahead-of-the-aug-17-tesla-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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","TSLA":"特斯拉","BK4527":"明星科技股","BK4574":"无人驾驶","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓"},"source_url":"https://investorplace.com/2022/08/tsla-is-a-must-buy-ahead-of-the-aug-17-tesla-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259839211","content_text":"Tesla (TSLA) will enact a three-for-one share split on Aug. 17.Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.Investors should hold at least a few TSLA stock shares prior to the split.Tesla (NASDAQ:TSLA) stock hasn’t looked this good in a while.Not long ago, the company revealed that the electric vehicle (or EV) manufacturer plans to enact a three-for-one share split on Aug. 17. Furthermore, CEO Elon Musk tweeted a hint that two new EV models will be shipped out.For these reasons, or just because Tesla is a premier business and a pioneer in vehicle electrification, you should consider owning TSLA stock now.Make no mistake about it: Musk is a controversial figure. Everybody and his uncle has been talking about how Musk sold nearly $7 billion worth of Tesla shares recently. Yet, you don’t have to let this distract you from the more important developments surrounding Tesla.Musk is, among other things, a master of using the media to generate attention for Tesla. He teased a couple of new vehicle models recently, and this could generate investor interest in Tesla. Besides, the upcoming share split will likely entice more people into the trade.TSLATesla$927.96What’s Happening with TSLA Stock?Throughout 2022 so far, TSLA stock has achieved $1,000 on more than one occasion but couldn’t hold that level. The buyers will have to put in some work to reclaim $1,000 and keep the Tesla share price there.However, soon $1,000 won’t be the near-term objective anymore. That’s because Tesla’s board of directors approved a three-for-one share split, which will apply to shareholders of record on Aug. 17.So, if you’re serious about investing in Tesla and making the most of this situation, you can buy some TSLA stock shares prior to Aug. 17. Also, mark Aug. 25 on your calendar, as that’s when the stock will begin trading on a split-adjusted basis.As the shares become more affordable, traders will smaller account sizes will probably be enticed to invest in Tesla. And of course, when there are more buyers involved, this should put upward price pressure on the stock.Musk Teases Two New Tesla Vehicle ModelsAs I mentioned before, Musk is masterful when it comes to using the media to generate buzz for Tesla. That’s exactly what he did when he recently tweeted, “Tesla 500 mile range Semi Truck starts shipping this year, Cybertruck next year.”This tweet immediately made the financial headlines, so Musk can say, “Mission accomplished.” The Cybertruck is Tesla’s version of a pickup truck, so truckers who’ve hesitated to join the vehicle electrification movement might now be persuaded to give Tesla’s electric truck a try.Along with all of this, you can simply hold TSLA stock because the company is an EV-market powerhouse. As you may recall, Tesla’s revenue jumped 42% year over year in 2022’s second quarter. Figures like this should remind us all that Musk’s company was, and still remains, an EV pioneer.What You Can Do NowFor all of the reasons discussed here, feel free to add to your share position in Tesla prior to Aug. 17. And if you don’t have a position already, now’s a great time to start one.Otherwise, you may regret it as stock-split mania could push TSLA stock much higher. Eventually, even after the split, the stock might reach $1,000 and then some.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074208080,"gmtCreate":1658361759440,"gmtModify":1676536146067,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Bull or bear?","listText":"Bull or bear?","text":"Bull or bear?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074208080","repostId":"1146734237","repostType":4,"repost":{"id":"1146734237","pubTimestamp":1658416042,"share":"https://ttm.financial/m/news/1146734237?lang=&edition=fundamental","pubTime":"2022-07-21 23:07","market":"us","language":"en","title":"Palantir Q2'22 Preview: What Investors Can Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=1146734237","media":"seekingalpha","summary":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite go","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir will report its second quarter in three weeks.</li><li>Recent contract wins could reignite government-sourced revenue growth going forward.</li><li>Most important figures for Q2&#39;22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1337a14721b40a7c4630848fd86793c9\" tg-width=\"1080\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>In less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.</p><p><b>Palantir’s Q2’22: Guidance versus expectations</b></p><p>For the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.</p><p>Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae0d8c2bc654db934a8c0659f605d0ee\" tg-width=\"968\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p><b>Customer monetization could make a difference for Palantir</b></p><p>While new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.</p><p>Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36d0079b19aac177847fce51c57c44ed\" tg-width=\"1280\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>My expectations for Palantir’s Q2’22 are:</p><ul><li>136-140% year over year US commercial revenue growth, sixth straight quarter of top line acceleration</li><li>A total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accounts</li><li>Commercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2&#39;22</li><li>Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentum</li><li>Continual quarter over quarter growth in ACV (average account value) and billings</li></ul><p>Average revenue for the largest 20 customers grew 24% year over year to $45M in Q1&#39;22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.</p><p><b>Low EPS expectations</b></p><p>In each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.</p><p>For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn&#39;t expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/911bd934e283be62ffc078fb5f474986\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>New U.S. Army Contract Win</b></p><p>Just before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.</p><p><b>Risks with Palantir</b></p><p>The two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.</p><p>What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.</p><p><b>Final thoughts</b></p><p>Palantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!</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 Q2'22 Preview: What Investors Can Expect</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 Q2'22 Preview: What Investors Can Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146734237","content_text":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.Michael ViIn less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.Palantir’s Q2’22: Guidance versus expectationsFor the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.PalantirCustomer monetization could make a difference for PalantirWhile new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.PalantirMy expectations for Palantir’s Q2’22 are:136-140% year over year US commercial revenue growth, sixth straight quarter of top line accelerationA total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accountsCommercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2'22Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentumContinual quarter over quarter growth in ACV (average account value) and billingsAverage revenue for the largest 20 customers grew 24% year over year to $45M in Q1'22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.Low EPS expectationsIn each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn't expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.Seeking AlphaNew U.S. Army Contract WinJust before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.Risks with PalantirThe two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.Final thoughtsPalantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078753193,"gmtCreate":1657756300912,"gmtModify":1676536055743,"author":{"id":"4106911972821760","authorId":"4106911972821760","name":"Ollivander","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106911972821760","authorIdStr":"4106911972821760"},"themes":[],"htmlText":"Shag","listText":"Shag","text":"Shag","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078753193","repostId":"1176756062","repostType":4,"repost":{"id":"1176756062","pubTimestamp":1657753696,"share":"https://ttm.financial/m/news/1176756062?lang=&edition=fundamental","pubTime":"2022-07-14 07:08","market":"us","language":"en","title":"Fed Could Weigh Historic 100 Basis-Point Hike After Inflation Scorcher","url":"https://stock-news.laohu8.com/highlight/detail?id=1176756062","media":"Bloomberg","summary":"Futures show one-in-two chance of super-sized July move75 basis points now also in play for Fed’s Se","content":"<html><head></head><body><ul><li>Futures show one-in-two chance of super-sized July move</li><li>75 basis points now also in play for Fed’s September meeting</li></ul><p>Federal Reserve officials may debate a historic one percentage-point rate hike later this month after another searing inflation report piled pressure on the central bank to act.</p><p>“Everything is in play,” Atlanta Fed President Raphael Bostic told reporters in St. Petersburg, Florida, on Wednesday after US consumer prices rose a faster-than-forecast 9.1% in the year through June. Asked if that included raising rates by a full percentage point, he replied, “it would mean everything.”</p><p>The comments added fuel to bets that the Fed is more likely than not to raise interest rates by 100 basis points when it meets July 26-27, which would be the largest increase since the Fed started directly using overnight interest rates to conduct monetary policy in the early 1990s. Americans are furious over high prices and critics blame the Fed for its initial slow response.</p><p>“I think they have time, if they want, to change that expectation to 100. I don’t think they’ve given us a great reason why they should be going slow here, or being gradual,” said Michael Feroli, chief US economist at JPMorgan Chase &amp; Co.</p><p>“If you do in fact get 100 in July and 75 in September, then I think the growth outlook for later in the year probably deteriorates. Right now I’m inclined to think that the main impact might be to motivate more front loading by the Fed,” he said.</p><p><img src=\"https://static.tigerbbs.com/6544da817b130f6caed4282a2e2756e2\" tg-width=\"800\" tg-height=\"387\" width=\"100%\" height=\"auto\"/></p><p>Given the acceleration in monthly inflation, economists at Nomura Securities International now expect a full percentage-point increase in the Fed’s benchmark rate at the upcoming policy meeting.</p><p>“Incoming data suggests the Fed’s inflation problem has worsened, and we expect policy makers to react by scaling up the pace of rate hikes to reinforce their credibility,” Nomura’s Aichi Amemiya, Robert Dent and Jacob Meyer, said in a note.</p><p>Fed Chair Jerome Powell told reporters last month after the central bank raised rates by 75 basis points, to a range of 1.5% to 1.75%, that either a 50 or 75 basis-point increase was likely in July. A majority of his colleagues since then have either echoed his line or endorsed the bigger move.</p><p>Cleveland Fed President Loretta Mester will be interviewed on Bloomberg Television on Wednesday evening. Fed Governor Christopher Waller is scheduled to speak on Thursday, while Bostic and his St. Louis colleague James Bullard both have events on Friday. After that officials enter their pre-meeting blackout period.</p><p>Central banks globally are confronting unprecedented inflation, prompting historic rate hikes from Hungary to Pakistan. The Bank of Canada on Wednesday increased rates by a surprise full percentage point amid fears that decades-high price pressures are becoming entrenched.</p><p>What Bloomberg Economics Says...</p><blockquote>“The Fed is right to worry about the unmooring of inflation expectations -- and this report raises the chance of an even larger rate hike than 75 basis points down the line.”-- Anna Wong and Andrew Husby, economists</blockquote><p>Brett Ryan, senior US economist at Deutsche Bank AG, said it made sense to price in some risk of a larger Fed move, but saw it as unlikely without explicit communication from the central bank.</p><p>“The hawks had to have agreed to the guidance of 50 to 75, with the understanding that if we got an upside print, 75 would be the number,” he said. “They have time to communicate if they want to put that message out there.”</p><p>The US central bank has pivoted to aggressive policy tightening to confront the highest inflation in 40 years, which critics say was egged on by policy makers’ slow initial response. They raised rates by 75 basis points last month -- the largest increase since 1994 -- despite previously signaling that they were on track for a smaller half-point move.</p><p>“You have to put 100 on the table for July,” said Andrew Hollenhorst, Citigroup chief US economist. “Everybody should be quite cautious about calling peak inflation -- a few months ago the peak was supposed to be 8.3%.”</p><p>Fed officials have said they want to push policy into restrictive territory, to a range of 3.25 to 3.5% by the end of this year, according to the median projection from the quarterly economic projections released in June. Futures markets Wednesday showed investors pricing in an even higher 3.5% to 3.75% range by year end.</p><p>Economists warn that such a fast pace of large increases could push the US into recession. Ahandfulof banks are calling for a contraction starting this year, while others see it starting next year.</p><p>“The more aggressive the Fed gets, it’s a question of what kind of recession we are going to get,” said Tom Porcelli, chief US economist at RBC Capital Markets. “It’s really easy to make the case that the Fed is going to be just as spooked by this number as they were the last -- that’s the right way to think about it.”</p><p>The Fed’s abrupt change to a 75 basis-point increase last month came on the back of a preliminary survey showing consumer expectations for future inflation were rising.</p><p>Subsequent updates to the data, which came after the Fed’s meeting, erased most of that uptick, but preliminary July figures, expected Friday, may provide policy makers with more ammunition to super-size this month’s hike.</p><p>Inflation expectations are particularly concerning to Powell and his colleagues, who are trying to avoid a 1970s-style price spiral.</p><p>“After what happened in June, I do not rule anything out,’ said Stephen Stanley, chief economist at Amherst Pierpont Securities. “I had been thinking that the Fed would decelerate to a 50-basis-point-per-meeting pace beginning in September, but if the next two monthly inflation numbers look like May’s and June’s, all bets are off.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nFed Could Weigh Historic 100 Basis-Point Hike After Inflation Scorcher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-13/fed-could-weigh-historic-100-basis-point-hike-after-cpi-scorcher><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Futures show one-in-two chance of super-sized July move75 basis points now also in play for Fed’s September meetingFederal Reserve officials may debate a historic one percentage-point rate hike later ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-13/fed-could-weigh-historic-100-basis-point-hike-after-cpi-scorcher\">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.bloomberg.com/news/articles/2022-07-13/fed-could-weigh-historic-100-basis-point-hike-after-cpi-scorcher","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176756062","content_text":"Futures show one-in-two chance of super-sized July move75 basis points now also in play for Fed’s September meetingFederal Reserve officials may debate a historic one percentage-point rate hike later this month after another searing inflation report piled pressure on the central bank to act.“Everything is in play,” Atlanta Fed President Raphael Bostic told reporters in St. Petersburg, Florida, on Wednesday after US consumer prices rose a faster-than-forecast 9.1% in the year through June. Asked if that included raising rates by a full percentage point, he replied, “it would mean everything.”The comments added fuel to bets that the Fed is more likely than not to raise interest rates by 100 basis points when it meets July 26-27, which would be the largest increase since the Fed started directly using overnight interest rates to conduct monetary policy in the early 1990s. Americans are furious over high prices and critics blame the Fed for its initial slow response.“I think they have time, if they want, to change that expectation to 100. I don’t think they’ve given us a great reason why they should be going slow here, or being gradual,” said Michael Feroli, chief US economist at JPMorgan Chase & Co.“If you do in fact get 100 in July and 75 in September, then I think the growth outlook for later in the year probably deteriorates. Right now I’m inclined to think that the main impact might be to motivate more front loading by the Fed,” he said.Given the acceleration in monthly inflation, economists at Nomura Securities International now expect a full percentage-point increase in the Fed’s benchmark rate at the upcoming policy meeting.“Incoming data suggests the Fed’s inflation problem has worsened, and we expect policy makers to react by scaling up the pace of rate hikes to reinforce their credibility,” Nomura’s Aichi Amemiya, Robert Dent and Jacob Meyer, said in a note.Fed Chair Jerome Powell told reporters last month after the central bank raised rates by 75 basis points, to a range of 1.5% to 1.75%, that either a 50 or 75 basis-point increase was likely in July. A majority of his colleagues since then have either echoed his line or endorsed the bigger move.Cleveland Fed President Loretta Mester will be interviewed on Bloomberg Television on Wednesday evening. Fed Governor Christopher Waller is scheduled to speak on Thursday, while Bostic and his St. Louis colleague James Bullard both have events on Friday. After that officials enter their pre-meeting blackout period.Central banks globally are confronting unprecedented inflation, prompting historic rate hikes from Hungary to Pakistan. The Bank of Canada on Wednesday increased rates by a surprise full percentage point amid fears that decades-high price pressures are becoming entrenched.What Bloomberg Economics Says...“The Fed is right to worry about the unmooring of inflation expectations -- and this report raises the chance of an even larger rate hike than 75 basis points down the line.”-- Anna Wong and Andrew Husby, economistsBrett Ryan, senior US economist at Deutsche Bank AG, said it made sense to price in some risk of a larger Fed move, but saw it as unlikely without explicit communication from the central bank.“The hawks had to have agreed to the guidance of 50 to 75, with the understanding that if we got an upside print, 75 would be the number,” he said. “They have time to communicate if they want to put that message out there.”The US central bank has pivoted to aggressive policy tightening to confront the highest inflation in 40 years, which critics say was egged on by policy makers’ slow initial response. They raised rates by 75 basis points last month -- the largest increase since 1994 -- despite previously signaling that they were on track for a smaller half-point move.“You have to put 100 on the table for July,” said Andrew Hollenhorst, Citigroup chief US economist. “Everybody should be quite cautious about calling peak inflation -- a few months ago the peak was supposed to be 8.3%.”Fed officials have said they want to push policy into restrictive territory, to a range of 3.25 to 3.5% by the end of this year, according to the median projection from the quarterly economic projections released in June. Futures markets Wednesday showed investors pricing in an even higher 3.5% to 3.75% range by year end.Economists warn that such a fast pace of large increases could push the US into recession. Ahandfulof banks are calling for a contraction starting this year, while others see it starting next year.“The more aggressive the Fed gets, it’s a question of what kind of recession we are going to get,” said Tom Porcelli, chief US economist at RBC Capital Markets. “It’s really easy to make the case that the Fed is going to be just as spooked by this number as they were the last -- that’s the right way to think about it.”The Fed’s abrupt change to a 75 basis-point increase last month came on the back of a preliminary survey showing consumer expectations for future inflation were rising.Subsequent updates to the data, which came after the Fed’s meeting, erased most of that uptick, but preliminary July figures, expected Friday, may provide policy makers with more ammunition to super-size this month’s hike.Inflation expectations are particularly concerning to Powell and his colleagues, who are trying to avoid a 1970s-style price spiral.“After what happened in June, I do not rule anything out,’ said Stephen Stanley, chief economist at Amherst Pierpont Securities. “I had been thinking that the Fed would decelerate to a 50-basis-point-per-meeting pace beginning in September, but if the next two monthly inflation numbers look like May’s and June’s, all bets are off.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}