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12-02

$Microsoft(MSFT)$ Buy now

12-02

$ocbc bank(O39.SI)$ Down

11-28

$Microsoft(MSFT)$ 500

11-02

$Intel(INTC)$ Take profit now

10-31

$Microsoft(MSFT)$ Time to buy

10-11

$Tesla Motors(TSLA)$ Tesla no more hope

09-25

$NIO Inc.(NIO.SI)$ $7 coming

09-25

$NIO Inc.(NIO.SI)$ 7 soon

09-05

I see i see

Intel Won't Return To Dominance, But It Can Achieve Relevance

09-04

$NVIDIA Corp(NVDA)$ 90 coming

08-06

$NVIDIA Corp(NVDA)$ Pls come down 90

07-30

$NVIDIA Corp(NVDA)$ 100

07-29

$NVIDIA Corp(NVDA)$ 100

07-29

$Alibaba(BABA)$ Up tonite

07-23

Well deserved[Happy]

US Congressional Panel Calls on CrowdStrike CEO to Testify on Outage

07-06

$Microsoft(MSFT)$ 480 up

06-28

$(MSFT)$ 480 target

06-25

$NVIDIA Corp(NVDA)$ Still can go lower

06-21

$NVIDIA Corp(NVDA)$ Overpriced

01-26

$Tesla Motors(TSLA)$ Deep shit now

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href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> Buy now","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> Buy now","text":"$Microsoft(MSFT)$ Buy now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377350753017856","isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377122390315312,"gmtCreate":1733113651341,"gmtModify":1733113654938,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$ocbc 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500","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 500","text":"$Microsoft(MSFT)$ 500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375582436286784","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366600754802744,"gmtCreate":1730510449816,"gmtModify":1730510453737,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> Take profit now","listText":"<a 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href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> Time to buy","text":"$Microsoft(MSFT)$ Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365875383873728","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358863906492536,"gmtCreate":1728653792105,"gmtModify":1728653795886,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Tesla no more hope","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Tesla no more hope","text":"$Tesla Motors(TSLA)$ Tesla no more hope","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358863906492536","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353227398045856,"gmtCreate":1727244330413,"gmtModify":1727244334274,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$&nbsp;</a> $7 coming","listText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$&nbsp;</a> $7 coming","text":"$NIO Inc.(NIO.SI)$ $7 coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353227398045856","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353227712848248,"gmtCreate":1727244309960,"gmtModify":1727244313570,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 7 soon","listText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 7 soon","text":"$NIO Inc.(NIO.SI)$ 7 soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353227712848248","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346117250929008,"gmtCreate":1725528133866,"gmtModify":1725528137384,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"I see i see","listText":"I see i see","text":"I see i see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346117250929008","repostId":"2465953843","repostType":2,"repost":{"id":"2465953843","kind":"highlight","pubTimestamp":1725527700,"share":"https://ttm.financial/m/news/2465953843?lang=&edition=fundamental","pubTime":"2024-09-05 17:15","market":"us","language":"en","title":"Intel Won't Return To Dominance, But It Can Achieve Relevance","url":"https://stock-news.laohu8.com/highlight/detail?id=2465953843","media":"Seeking Alpha","summary":"In the 2010s, Intel failed to invest in keeping its leadership position.The current transition, while difficult, is returning Intel to relevance.Foundry is not just about competing with TSMC; it is fi","content":"<html><head></head><body><ul style=\"\"><li><p>In the 2010s, Intel failed to invest in keeping its leadership position.</p></li><li><p>The current transition, while difficult, is returning Intel to relevance.</p></li><li><p>Foundry is not just about competing with TSMC; it is first about rebuilding Intel&#39;s manufacturing ability.</p></li><li><p>Intel is betting all on 18A; if it fails, all bets are off.</p></li><li><p>My current valuation puts Intel at $30 and makes me assign the stock a Strong Buy.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/84030b6a8a7a9dfead8e937193679cc7\" alt=\"JHVEPhoto\" title=\"JHVEPhoto\" tg-width=\"750\" tg-height=\"500\"/><span>JHVEPhoto</span></p><h2 id=\"id_2940449391\">Introduction</h2><p>In this article, I will tell a fairly simplified and short story of Intel&#39;s (NASDAQ:INTC) past, present and future. This story on its own should justify my bullish stance on the company, but I will also flesh out some of the more important parts, like, their plans for Foundry, how they will pay for those plans, and their all-in bet on 18A. Finally, I’ll do a valuation on Intel using my own take on a discounted cashflow model, and point out some of the many risks.</p><p>When I research a company, I write myself a quick article, justifying my valuation of it, I find this focuses my thoughts and allows me to see holes in my models. This is the first time I have fleshed out one of those articles and posted it, and already the extra work I put into it has been hugely helpful in ironing out my thesis. It’s my hope that any feedback and discussion that this article can generate will provide even greater assistance.</p><h2 id=\"id_184218188\">The Story</h2><p>Let me set out a brief history of Intel, in which hopefully we will see the trajectory for the future.</p><p>Intel makes chips; every 2 to 3 years, they improve the process that they use to make chips - this is called a node. Sometime in the mid-2010s, they began to have trouble with their next node. Strangely, this didn’t hurt them financially; you see, it takes years and lots of money to research, create and ramp up a process. Intel found themselves in a position where they were still increasing revenue on older chips made on a more and more outdated process, without spending enough money on new ones. This led to continuingly good revenues with increasingly good margins, at the cost of the future.</p><p>This short-term success came to a head in and around 2018-2021 with the removal of two CEOs and ended with Pat Gelsinger being installed in 2021. He implemented a goal of creating five nodes in four years, to get them back on track, a goal that by all accounts is hitting its milestones. The problem is that Intel&#39;s chips became outdated as the last leading node got older. Worse, this new goal of getting them back to relevance costs money. So while revenues continued to fall and indeed plummet, costs needed to increase to keep the future on track - in other words, falling revenue and collapsing margins.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52aafa8548cf9441d283158dd10e0080\" alt=\"marcotrends.net\" title=\"marcotrends.net\" tg-width=\"778\" tg-height=\"568\"/><span>marcotrends.net</span></p><p>Unsurprisingly, the market has taken this poorly, but I argue that these failures are due to decisions made up to a decade ago. We need to ask ourselves what decisions are they making now, and how they will impact the future.</p><p>They talked about five nodes in four years, bringing them back to process leadership. My story and later my model will only give them credit for process relevance. Basically, they say they will be great again, but I am only giving them credit for being ‘OK’. While this won&#39;t return them to the market dominance they once held with near 40% margins, it should allow them to regrow revenue from here and improve margins to around 20% levels.</p><p>Due to the years of work, it takes to create, or fail to create a new node, Intel was struck down by decisions and circumstances in years past. The market kept Intel’s stock price high for a long time before realizing the situation. It is my working assumption that Pat Gelsinger and Intel have made decisions that will put them back on the correct path by prioritizing regaining the technology lead that they lost. And once again, I think the market is failing by not anticipating Intel’s future due to its current poor results.</p><h2 id=\"id_3476893908\">18A or bust</h2><p>Five nodes in four years is a bit of a misnomer - Intel 3 is an iteration on 4 and the same can be said with 18A and 20A. So really, it is 3 nodes, Intel 7 (done and ramped), Intel 3 (done and ramping), and Intel 18A (expected to be done and start ramping in late 2025/2026). And even then, Intel 7 and Intel 3, still seem to be minor pieces of Intel’s master plan, so it is all about 18A. Now, as I already said, my model doesn’t require leadership from 18A, but just near-leading edge - good in some areas, and weak in others. It merely needs to be a viable option for customers, something that Intel chips have been failing at over the last 5 years.</p><p>I won’t claim to be an expert in microprocessors, but from everything I read, they seem to be on track for a return to relevance. 18A will be one of the first nodes to use a gate-all-around design, and the first to integrate power on the back of processors. It is this back-side power that the industry seems to be the most excited about, and could potentially give Intel an edge.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8873c74db4ed0c5e2b58ea2cfbcbbe98\" alt=\"Intel\" title=\"Intel\" tg-width=\"480\" tg-height=\"270\"/><span>Intel</span></p><p>My main theme is Intel was bad, and they made decisions 3 years ago that will hopefully return them to good. This mainly revolves around 18A working, being roughly on time, and being a moderately good seller. On the one hand, it is not a lot to ask, but on the other, with Intel&#39;s recent history, perhaps it is a lot to ask.</p><p>Why am I so confident that Intel will succeed? Well, I am not really, I am just edging towards the belief that they will succeed. I am basing this on them being on track with all their developing milestones in the last few years. In fact, they are slightly ahead of schedule. They have even recently released a PDK for the 18A process, which is like a how-to book for making chips on 18A -this is a great indication that on the Intel Foundry side, the process is on track. Now, it is just a question of Intel&#39;s design.</p><p>Intel&#39;s market share has been hurt in the last decade. It has fallen from 80% to 60%, but 60 is not 0. Large industry players like Dell (DELL), Lenovo (OTCPK:LNVGY) (OTCPK:LNVGF) and HP (HPQ) still do billions of dollars of business with Intel. If they&#39;ve not dropped them yet, it is not hard to foresee that a large uptake in orders if their Panther Lake chip built on the 18A node is half as good as they hope.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0249d366e8d272b917c300f1d5da8072\" alt=\"Intel and AMD x86 market share (Statista.com)\" title=\"Intel and AMD x86 market share (Statista.com)\" tg-width=\"640\" tg-height=\"409\"/><span>Intel and AMD x86 market share (Statista.com)</span></p><p>My thinking is that Intel is priced like 18A has a low chance of success, and I am modelling for a medium to good chance. Finding these mismatches is one of the goals of my investing strategy. I do accept that it is very uncomfortable to have the fate of a company riding on the success or failure of a single thing, and it must be accepted that my entire story unravels if 18A fails.</p><h2 id=\"id_1241217304\">Foundry</h2><p>The next big change Intel is initiating is internally splitting the company. One part to design the chips, and one part to make them (Foundry) - they call this plan IDM 2.0. In this section, I will focus on the Foundry part. Intel is touting it as good for efficiency and a potential source of extra revenue via outside customers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5dfca4eeeb78f9843c5507e2f1330d5a\" alt=\"Intel\" title=\"Intel\" tg-width=\"1278\" tg-height=\"715\"/><span>Intel</span></p><p>On efficiency, in their Internal Foundry Model webinar, CFO David Zinsner highlighted many situations where an inter-managed design and foundry led to massive waste. One that stands out is test runs. The design side would request test runs and samples, basically pausing profit-making chip manufacturing and running experimental chip designs instead. Of course, these tests are necessary, but Intel was running 2-3 the number as was the industry standard and was doing so with little thought for efficiency and cost. Simply by separating the segments&#39; accounting and thereby introducing accountability, it is hoped they can save $8-$10 billion by 2025.</p><p>As for the hope for increased revenue from outside customers, I believe it is a bit misunderstood. In my opinion, they are not going all out to compete with TSMC, but they are going all out to update their foundry to produce 18A chips. Next, they are separating foundry, for efficiency reasons. Only then, are they thinking of getting outside customers. Don’t get me wrong, outside customers are great for many reasons.</p><ul style=\"\"><li><p>They can be used to generate extra revenue by making use of excess capacity.</p></li><li><p>They can outbid Intel products, thereby increasing margins.</p></li><li><p>Having multiple outside companies work on your node, has the potential to improve the quality and efficiency of the processes.</p></li></ul><p>Recently, Pat Gelsinger said, &#34;We now have about a dozen customers that are actively engaged with us ... &#34; when talking about their external Foundry. And they are suggesting they will have $15 billion in revenue from outside customers in 2030, which compares to about $1 billion in 2023, on $54 billion in total revenue.</p><p>I see Foundry as a sensible reorganization to improve how Intel is run. Sure, it has the potential of becoming a competitor to Samsung and eventually TSMC, but that is years off and not the main goal. It is a nice option, though.</p><p>Another benefit is, if Intel does fail, it would be easier to sell off Foundry as a separate entity and run Intel as a fabless design company. Or indeed vice versa. As I am writing this article, there are reports of just that potentially happening.</p><p>Updating their outdated fabs is going to cost a fortune, for the sake of keeping my story simple, let’s say it will cost $100 billion. But a lot of countries outside Taiwan, particularly the US and the EU, really want to have leading-edge chip manufacturing within their borders, so to facilitate that they are willing to help pay for it. The US has already committed $8.5 billion with more expected from the EU, my working assumption is $10-$15 billion total from world governments, more if you count the value of low-interest loans. While it will take years to get this money in the long run, Intel is getting $100 billion in assets and only paying $85-$90 billion. Unless Intel completely messes up, which history has shown it could do, this should be a good deal for them.</p><p>Then it is not just governments that I foresee helping Intel out, other companies also want a competitor to TSMC, take a made-up company XYZ, they currently have 100% of their leading-edge chips running through Taiwan. Even if Intel only manage to make a chip 90% as good as TSMC at 110% the price, I can see company XYZ buying a small percentage of their chips from Intel, firstly to help build up a competitor to TSMC and secondly for diversification in case of any future supply shocks.</p><p>Fixing their manufacturing problems is shockingly expensive and may indeed prove to be too much for them to manage, but they do have support, I don’t want to say too big or too important to fail because they are not. But a lot of powerful interests do want Intel to succeed here.</p><h2 id=\"id_1960735203\">Show me the money</h2><p>In the previous part I touched on where they might get some money, but they will still need a boatload over the next few years to turn this ship around, especially given that they have been bleeding money for the last couple of years and will probably continue to for the next 12 months. Especially given the severance packages that must be paid out for laying off 15% of their workforce.</p><p>I&#39;m going to talk about the next 18 months because my base model assumes after those 18 months Intel should decrease its capex spend to a more standard level and should be able to fund that from their increased revenues being brought in by their latest 18A chips. These chips failing or being overly delayed is the main failure point I see in Intel going forward. All numbers from here are just my personal guesswork, I don’t trust them fully, so you certainly shouldn’t.</p><p>How much money do they need to spend over the next 18 months, looking at their latest quarterly report, we take the midrange of their expected capex for 2024 and 2025 removing the amount already spent in 2024, we get $35 billion. So how are they paying for that?</p><ul style=\"\"><li><p>They are expecting $4.8 to $8.8 billion from government incentives</p></li><li><p>If you adjust for depreciation and share-based comp, I am modelling Intel will generate $20 billion in the next 18 months</p></li><li><p>Cash and short-term equivalents are $29 billion, but of course, you want to keep a lot of that for emergencies. Let&#39;s say they can use $14 billion</p></li><li><p>Increasing debt. Currently, their debt has ballooned to $48 billion. Thankfully, a lot of that is at favorable interest rates, but that will continue to worsen as rates stay higher for longer. So there may not be too much room to increase debt. Let&#39;s say they can raise $10 billion more.</p></li><li><p>Selling assets. They have already sold off partial stakes in Mobileye and IMS, and have indicated their intention to do the same for Altera. This should both raise money and refocus Intel. I see them raising $2 billion from this, but with the potential of raising $10-$15 billion more if they sell the remaining stakes.</p></li><li><p>Profit sharing deals, this is a strange one that I don&#39;t claim to fully understand, but they have raised money from Apollo asset management by selling off future revenue of certain fabrication plants. These deals have messed up Intel&#39;s balance sheets because the liability of the lost future revenue is not being accounted for. It is my sense that if Intel does succeed from here, these deals will end up being very expensive. I do see it as a worrying sign that they could not raise the money in a more standard way. But like I said, I do not fully understand the implications of the deal. Either way, they plan to raise $4 to $5 billion more this way.</p></li></ul><p>Putting that all together, they should have access to about $55 - $73 billion which should cover the $35 billion I predict they need, but will start to struggle if their turnaround gets any more delayed or if costs overrun significantly. The real question is: Can they right the ship and produce a competitive chip? If they can, I believe they can find the money to survive the next 18 months; if not, all bets are off.</p><h2 id=\"id_1620600507\">My valuation</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c41cc4961f1f1935876838c0018b5a79\" alt=\"Future estimates and FCF valuation (Author)\" title=\"Future estimates and FCF valuation (Author)\" tg-width=\"640\" tg-height=\"236\"/><span>Future estimates and FCF valuation (Author)</span></p><p>Let me walk through my valuation of Intel, but as I do, remember the future numbers I am basing this on, are made up by me to fit my story, and are very arguable, as indeed is the method I am using, so take everything with a large grain of salt.</p><p>Revenues have plummeted in recent years, going from $79 billion in 2021 to my projection of $52 billion in 2024. I am estimating a slight turnaround in 2025 on the back of sales of Intel 7 and Intel 3 chips, just outpacing the continuing fall of older chips. The real game changer will be in 2026 as Intel 18A begins to hit scale, I am projecting increased revenue growth starting in 2026 and continuing for years before I model out a more lackadaisical growth rate.</p><p>Margins have also collapsed as they try to rebuild, this will get even worse in 2024, mostly due to the one-off cost of severance. On top of that, Intel 7 and 3 chips are still not entirely made in-house so they have pretty bad margins, this will improve as time goes on, on top of which 18A’s margins will help in 2026 and continue to help more as it is optimized. So I am giving them credit for a large improvement in 2026 due to cost savings and better margin on newer chips, and then I am gradually improving it to slightly under 20%.</p><p>For Capex, I am predicting a slowdown in the coming years before settling into a steady level of 25% of revenue. Depreciation will be bumpy in the medium term given all the turmoil, but I am setting it at a terminal level in line with the terminal revenue growth of 3.5%.</p><p>Net income - Capex + Depreciation gives me my Free Cash Flow, I use net income, so stock-based comp isn&#39;t removed. Discounting and adding up all the future cash flows give me a value of $152 billion. Add to that their cash pile and take away their ever-increasing debt, plus or minus a bit of housekeeping, that gets me a value of $129 billion and a share price of $30.</p><p>While my targets may seem ambitious, there is still plenty of room for outperformance, on revenue growth and margins, to get there they would need</p><ul style=\"\"><li><p>18A being a leading-edge node</p></li><li><p>Foundry gaining significant outside customers</p></li><li><p>Intel’s achieving and maintaining a leaner business after cost-cutting</p></li><li><p>Continuing to develop leading nodes, 14A</p></li></ul><p>All four are stated goals of Intel but given their past decade it is hard to give them credit for achieving it all. However, if I adjust my model for the best case, I can get to as high as $80 to $100 share price. Not my base case, but it does show that there is room for an upside surprise.</p><h2 id=\"id_2311947066\">Risks</h2><p>Hopefully, the main risk is clear, the 18A process underperforming. In theory, Intel could transition to fabless manufacturing, but if they have just spent $100 billion on equipment and fail to produce competitive chips, it is hard to see them surviving. Intel has been rightly described as all in on 18A.</p><p>From reading this, you&#39;d be right to assume that I think Intel&#39;s current path is the right one, but it is long and difficult. I am concerned that they may not have the fortitude to stay on it, particularly with the fall in stock price putting pressure on the board to do something. I could foresee the board changing the CEO or forcing him to drastically alter his plans. Recently, we have had a board member reportedly quit over their revival plan. I see this as a massive risk, they don&#39;t have any time left to pivot.</p><p>Ultimately, Intel may just be too old and bloated to reinvent itself, they could very well succeed with 18A only to find themselves in a similar problem in 5 years when the inherent issues inside Intel lead to the same mistakes again.</p><p>Then, as with all my analysis, a large risk is that my story is just wrong.</p><h2 id=\"id_263556557\">Conclusion</h2><p>Intel’s stock has been falling for 3 years now. It’s my opinion that this was the market realizing, too late, that large mistakes were made in the previous decade. I am currently investing in Intel not because I believe it will return to a position of dominance but because I believe it has a high chance of returning to relevance, while the market continues to price Intel for failure.</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>Intel Won't Return To Dominance, But It Can Achieve Relevance</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\">\nIntel Won't Return To Dominance, But It Can Achieve Relevance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-05 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4719014-intel-wont-return-to-dominance-but-it-can-achieve-relevance><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the 2010s, Intel failed to invest in keeping its leadership position.The current transition, while difficult, is returning Intel to relevance.Foundry is not just about competing with TSMC; it is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4719014-intel-wont-return-to-dominance-but-it-can-achieve-relevance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4535":"淡马锡持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4527":"明星科技股","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4512":"苹果概念","BK4579":"人工智能","BK4170":"电脑硬件、储存设备及电脑周边","BK4575":"芯片概念","BK4529":"IDC概念","INTC":"英特尔","BK4554":"元宇宙及AR概念","BK4515":"5G概念"},"source_url":"https://seekingalpha.com/article/4719014-intel-wont-return-to-dominance-but-it-can-achieve-relevance","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2465953843","content_text":"In the 2010s, Intel failed to invest in keeping its leadership position.The current transition, while difficult, is returning Intel to relevance.Foundry is not just about competing with TSMC; it is first about rebuilding Intel's manufacturing ability.Intel is betting all on 18A; if it fails, all bets are off.My current valuation puts Intel at $30 and makes me assign the stock a Strong Buy.JHVEPhotoIntroductionIn this article, I will tell a fairly simplified and short story of Intel's (NASDAQ:INTC) past, present and future. This story on its own should justify my bullish stance on the company, but I will also flesh out some of the more important parts, like, their plans for Foundry, how they will pay for those plans, and their all-in bet on 18A. Finally, I’ll do a valuation on Intel using my own take on a discounted cashflow model, and point out some of the many risks.When I research a company, I write myself a quick article, justifying my valuation of it, I find this focuses my thoughts and allows me to see holes in my models. This is the first time I have fleshed out one of those articles and posted it, and already the extra work I put into it has been hugely helpful in ironing out my thesis. It’s my hope that any feedback and discussion that this article can generate will provide even greater assistance.The StoryLet me set out a brief history of Intel, in which hopefully we will see the trajectory for the future.Intel makes chips; every 2 to 3 years, they improve the process that they use to make chips - this is called a node. Sometime in the mid-2010s, they began to have trouble with their next node. Strangely, this didn’t hurt them financially; you see, it takes years and lots of money to research, create and ramp up a process. Intel found themselves in a position where they were still increasing revenue on older chips made on a more and more outdated process, without spending enough money on new ones. This led to continuingly good revenues with increasingly good margins, at the cost of the future.This short-term success came to a head in and around 2018-2021 with the removal of two CEOs and ended with Pat Gelsinger being installed in 2021. He implemented a goal of creating five nodes in four years, to get them back on track, a goal that by all accounts is hitting its milestones. The problem is that Intel's chips became outdated as the last leading node got older. Worse, this new goal of getting them back to relevance costs money. So while revenues continued to fall and indeed plummet, costs needed to increase to keep the future on track - in other words, falling revenue and collapsing margins.marcotrends.netUnsurprisingly, the market has taken this poorly, but I argue that these failures are due to decisions made up to a decade ago. We need to ask ourselves what decisions are they making now, and how they will impact the future.They talked about five nodes in four years, bringing them back to process leadership. My story and later my model will only give them credit for process relevance. Basically, they say they will be great again, but I am only giving them credit for being ‘OK’. While this won't return them to the market dominance they once held with near 40% margins, it should allow them to regrow revenue from here and improve margins to around 20% levels.Due to the years of work, it takes to create, or fail to create a new node, Intel was struck down by decisions and circumstances in years past. The market kept Intel’s stock price high for a long time before realizing the situation. It is my working assumption that Pat Gelsinger and Intel have made decisions that will put them back on the correct path by prioritizing regaining the technology lead that they lost. And once again, I think the market is failing by not anticipating Intel’s future due to its current poor results.18A or bustFive nodes in four years is a bit of a misnomer - Intel 3 is an iteration on 4 and the same can be said with 18A and 20A. So really, it is 3 nodes, Intel 7 (done and ramped), Intel 3 (done and ramping), and Intel 18A (expected to be done and start ramping in late 2025/2026). And even then, Intel 7 and Intel 3, still seem to be minor pieces of Intel’s master plan, so it is all about 18A. Now, as I already said, my model doesn’t require leadership from 18A, but just near-leading edge - good in some areas, and weak in others. It merely needs to be a viable option for customers, something that Intel chips have been failing at over the last 5 years.I won’t claim to be an expert in microprocessors, but from everything I read, they seem to be on track for a return to relevance. 18A will be one of the first nodes to use a gate-all-around design, and the first to integrate power on the back of processors. It is this back-side power that the industry seems to be the most excited about, and could potentially give Intel an edge.IntelMy main theme is Intel was bad, and they made decisions 3 years ago that will hopefully return them to good. This mainly revolves around 18A working, being roughly on time, and being a moderately good seller. On the one hand, it is not a lot to ask, but on the other, with Intel's recent history, perhaps it is a lot to ask.Why am I so confident that Intel will succeed? Well, I am not really, I am just edging towards the belief that they will succeed. I am basing this on them being on track with all their developing milestones in the last few years. In fact, they are slightly ahead of schedule. They have even recently released a PDK for the 18A process, which is like a how-to book for making chips on 18A -this is a great indication that on the Intel Foundry side, the process is on track. Now, it is just a question of Intel's design.Intel's market share has been hurt in the last decade. It has fallen from 80% to 60%, but 60 is not 0. Large industry players like Dell (DELL), Lenovo (OTCPK:LNVGY) (OTCPK:LNVGF) and HP (HPQ) still do billions of dollars of business with Intel. If they've not dropped them yet, it is not hard to foresee that a large uptake in orders if their Panther Lake chip built on the 18A node is half as good as they hope.Intel and AMD x86 market share (Statista.com)My thinking is that Intel is priced like 18A has a low chance of success, and I am modelling for a medium to good chance. Finding these mismatches is one of the goals of my investing strategy. I do accept that it is very uncomfortable to have the fate of a company riding on the success or failure of a single thing, and it must be accepted that my entire story unravels if 18A fails.FoundryThe next big change Intel is initiating is internally splitting the company. One part to design the chips, and one part to make them (Foundry) - they call this plan IDM 2.0. In this section, I will focus on the Foundry part. Intel is touting it as good for efficiency and a potential source of extra revenue via outside customers.IntelOn efficiency, in their Internal Foundry Model webinar, CFO David Zinsner highlighted many situations where an inter-managed design and foundry led to massive waste. One that stands out is test runs. The design side would request test runs and samples, basically pausing profit-making chip manufacturing and running experimental chip designs instead. Of course, these tests are necessary, but Intel was running 2-3 the number as was the industry standard and was doing so with little thought for efficiency and cost. Simply by separating the segments' accounting and thereby introducing accountability, it is hoped they can save $8-$10 billion by 2025.As for the hope for increased revenue from outside customers, I believe it is a bit misunderstood. In my opinion, they are not going all out to compete with TSMC, but they are going all out to update their foundry to produce 18A chips. Next, they are separating foundry, for efficiency reasons. Only then, are they thinking of getting outside customers. Don’t get me wrong, outside customers are great for many reasons.They can be used to generate extra revenue by making use of excess capacity.They can outbid Intel products, thereby increasing margins.Having multiple outside companies work on your node, has the potential to improve the quality and efficiency of the processes.Recently, Pat Gelsinger said, \"We now have about a dozen customers that are actively engaged with us ... \" when talking about their external Foundry. And they are suggesting they will have $15 billion in revenue from outside customers in 2030, which compares to about $1 billion in 2023, on $54 billion in total revenue.I see Foundry as a sensible reorganization to improve how Intel is run. Sure, it has the potential of becoming a competitor to Samsung and eventually TSMC, but that is years off and not the main goal. It is a nice option, though.Another benefit is, if Intel does fail, it would be easier to sell off Foundry as a separate entity and run Intel as a fabless design company. Or indeed vice versa. As I am writing this article, there are reports of just that potentially happening.Updating their outdated fabs is going to cost a fortune, for the sake of keeping my story simple, let’s say it will cost $100 billion. But a lot of countries outside Taiwan, particularly the US and the EU, really want to have leading-edge chip manufacturing within their borders, so to facilitate that they are willing to help pay for it. The US has already committed $8.5 billion with more expected from the EU, my working assumption is $10-$15 billion total from world governments, more if you count the value of low-interest loans. While it will take years to get this money in the long run, Intel is getting $100 billion in assets and only paying $85-$90 billion. Unless Intel completely messes up, which history has shown it could do, this should be a good deal for them.Then it is not just governments that I foresee helping Intel out, other companies also want a competitor to TSMC, take a made-up company XYZ, they currently have 100% of their leading-edge chips running through Taiwan. Even if Intel only manage to make a chip 90% as good as TSMC at 110% the price, I can see company XYZ buying a small percentage of their chips from Intel, firstly to help build up a competitor to TSMC and secondly for diversification in case of any future supply shocks.Fixing their manufacturing problems is shockingly expensive and may indeed prove to be too much for them to manage, but they do have support, I don’t want to say too big or too important to fail because they are not. But a lot of powerful interests do want Intel to succeed here.Show me the moneyIn the previous part I touched on where they might get some money, but they will still need a boatload over the next few years to turn this ship around, especially given that they have been bleeding money for the last couple of years and will probably continue to for the next 12 months. Especially given the severance packages that must be paid out for laying off 15% of their workforce.I'm going to talk about the next 18 months because my base model assumes after those 18 months Intel should decrease its capex spend to a more standard level and should be able to fund that from their increased revenues being brought in by their latest 18A chips. These chips failing or being overly delayed is the main failure point I see in Intel going forward. All numbers from here are just my personal guesswork, I don’t trust them fully, so you certainly shouldn’t.How much money do they need to spend over the next 18 months, looking at their latest quarterly report, we take the midrange of their expected capex for 2024 and 2025 removing the amount already spent in 2024, we get $35 billion. So how are they paying for that?They are expecting $4.8 to $8.8 billion from government incentivesIf you adjust for depreciation and share-based comp, I am modelling Intel will generate $20 billion in the next 18 monthsCash and short-term equivalents are $29 billion, but of course, you want to keep a lot of that for emergencies. Let's say they can use $14 billionIncreasing debt. Currently, their debt has ballooned to $48 billion. Thankfully, a lot of that is at favorable interest rates, but that will continue to worsen as rates stay higher for longer. So there may not be too much room to increase debt. Let's say they can raise $10 billion more.Selling assets. They have already sold off partial stakes in Mobileye and IMS, and have indicated their intention to do the same for Altera. This should both raise money and refocus Intel. I see them raising $2 billion from this, but with the potential of raising $10-$15 billion more if they sell the remaining stakes.Profit sharing deals, this is a strange one that I don't claim to fully understand, but they have raised money from Apollo asset management by selling off future revenue of certain fabrication plants. These deals have messed up Intel's balance sheets because the liability of the lost future revenue is not being accounted for. It is my sense that if Intel does succeed from here, these deals will end up being very expensive. I do see it as a worrying sign that they could not raise the money in a more standard way. But like I said, I do not fully understand the implications of the deal. Either way, they plan to raise $4 to $5 billion more this way.Putting that all together, they should have access to about $55 - $73 billion which should cover the $35 billion I predict they need, but will start to struggle if their turnaround gets any more delayed or if costs overrun significantly. The real question is: Can they right the ship and produce a competitive chip? If they can, I believe they can find the money to survive the next 18 months; if not, all bets are off.My valuationFuture estimates and FCF valuation (Author)Let me walk through my valuation of Intel, but as I do, remember the future numbers I am basing this on, are made up by me to fit my story, and are very arguable, as indeed is the method I am using, so take everything with a large grain of salt.Revenues have plummeted in recent years, going from $79 billion in 2021 to my projection of $52 billion in 2024. I am estimating a slight turnaround in 2025 on the back of sales of Intel 7 and Intel 3 chips, just outpacing the continuing fall of older chips. The real game changer will be in 2026 as Intel 18A begins to hit scale, I am projecting increased revenue growth starting in 2026 and continuing for years before I model out a more lackadaisical growth rate.Margins have also collapsed as they try to rebuild, this will get even worse in 2024, mostly due to the one-off cost of severance. On top of that, Intel 7 and 3 chips are still not entirely made in-house so they have pretty bad margins, this will improve as time goes on, on top of which 18A’s margins will help in 2026 and continue to help more as it is optimized. So I am giving them credit for a large improvement in 2026 due to cost savings and better margin on newer chips, and then I am gradually improving it to slightly under 20%.For Capex, I am predicting a slowdown in the coming years before settling into a steady level of 25% of revenue. Depreciation will be bumpy in the medium term given all the turmoil, but I am setting it at a terminal level in line with the terminal revenue growth of 3.5%.Net income - Capex + Depreciation gives me my Free Cash Flow, I use net income, so stock-based comp isn't removed. Discounting and adding up all the future cash flows give me a value of $152 billion. Add to that their cash pile and take away their ever-increasing debt, plus or minus a bit of housekeeping, that gets me a value of $129 billion and a share price of $30.While my targets may seem ambitious, there is still plenty of room for outperformance, on revenue growth and margins, to get there they would need18A being a leading-edge nodeFoundry gaining significant outside customersIntel’s achieving and maintaining a leaner business after cost-cuttingContinuing to develop leading nodes, 14AAll four are stated goals of Intel but given their past decade it is hard to give them credit for achieving it all. However, if I adjust my model for the best case, I can get to as high as $80 to $100 share price. Not my base case, but it does show that there is room for an upside surprise.RisksHopefully, the main risk is clear, the 18A process underperforming. In theory, Intel could transition to fabless manufacturing, but if they have just spent $100 billion on equipment and fail to produce competitive chips, it is hard to see them surviving. Intel has been rightly described as all in on 18A.From reading this, you'd be right to assume that I think Intel's current path is the right one, but it is long and difficult. I am concerned that they may not have the fortitude to stay on it, particularly with the fall in stock price putting pressure on the board to do something. I could foresee the board changing the CEO or forcing him to drastically alter his plans. Recently, we have had a board member reportedly quit over their revival plan. I see this as a massive risk, they don't have any time left to pivot.Ultimately, Intel may just be too old and bloated to reinvent itself, they could very well succeed with 18A only to find themselves in a similar problem in 5 years when the inherent issues inside Intel lead to the same mistakes again.Then, as with all my analysis, a large risk is that my story is just wrong.ConclusionIntel’s stock has been falling for 3 years now. It’s my opinion that this was the market realizing, too late, that large mistakes were made in the previous decade. I am currently investing in Intel not because I believe it will return to a position of dominance but because I believe it has a high chance of returning to relevance, while the market continues to price Intel for failure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345579417251984,"gmtCreate":1725412270825,"gmtModify":1725412274290,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 90 coming","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 90 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90","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335243030855784","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333110163128392,"gmtCreate":1722353753588,"gmtModify":1722353756566,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 100","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 100","text":"$NVIDIA Corp(NVDA)$ 100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333110163128392","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332753026916552,"gmtCreate":1722266459424,"gmtModify":1722266462117,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 100","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 100","text":"$NVIDIA Corp(NVDA)$ 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tonite","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332731644915872","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330528241156368,"gmtCreate":1721701037702,"gmtModify":1721701045941,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"Well deserved[Happy]&nbsp;&nbsp;","listText":"Well deserved[Happy]&nbsp;&nbsp;","text":"Well deserved[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330528241156368","repostId":"2453674956","repostType":2,"repost":{"id":"2453674956","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1721700000,"share":"https://ttm.financial/m/news/2453674956?lang=&edition=fundamental","pubTime":"2024-07-23 10:00","market":"us","language":"en","title":"US Congressional Panel Calls on CrowdStrike CEO to Testify on Outage","url":"https://stock-news.laohu8.com/highlight/detail?id=2453674956","media":"Reuters","summary":"WASHINGTON, July 22 (Reuters) - The U.S. House of Representatives Homeland Security Committee has sent a letter to CrowdStrike CEO George Kurtz asking him to testify on last week's global tech outage.","content":"<html><head></head><body><p>WASHINGTON, July 22 (Reuters) - The U.S. House of Representatives Homeland Security Committee has sent a letter to CrowdStrike CEO George Kurtz asking him to testify on last week&#39;s global tech outage.</p><h2 id=\"id_3278972035\" style=\"text-align: start;\">WHY IT&#39;S IMPORTANT</h2><p>CrowdStrike&#39;s glitchy update to its security software crashed computers powered by Microsoft&#39;s Windows operating system on Friday, disrupting internet services across the globe and affecting a broad swath of industries including airlines, banking and healthcare. Microsoft said on Saturday about 8.5 million Windows devices were affected.</p><p>Services across industries gradually came back online later on Friday but companies were dealing with backlogs, delays, canceled flights and other issues, raising questions on how to avoid such a situation in the future and whether such critical software should remain in the hands of a few companies.</p><h2 id=\"id_1614159339\" style=\"text-align: start;\">KEY QUOTES</h2><p>&#34;While we appreciate CrowdStrike&#39;s response and coordination with stakeholders, we cannot ignore the magnitude of this incident, which some have claimed is the largest IT outage in history,&#34; the congressional panel wrote in its letter to Kurtz dated Monday. The letter was reported first by the Washington Post.</p><p>&#34;CrowdStrike is actively in contact with relevant Congressional Committees. Briefings and other engagement timelines may be disclosed at members&#39; discretion,&#34; a company spokesperson said.</p><h2 id=\"id_1635129462\" style=\"text-align: start;\">WHAT&#39;S NEXT</h2><p>The letter urges the CEO to schedule a hearing with a subcommittee of the panel - the Subcommittee on Cybersecurity and Infrastructure Protection - by Wednesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Congressional Panel Calls on CrowdStrike CEO to Testify on Outage</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\">\nUS Congressional Panel Calls on CrowdStrike CEO to Testify on Outage\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\">2024-07-23 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, July 22 (Reuters) - The U.S. House of Representatives Homeland Security Committee has sent a letter to CrowdStrike CEO George Kurtz asking him to testify on last week&#39;s global tech outage.</p><h2 id=\"id_3278972035\" style=\"text-align: start;\">WHY IT&#39;S IMPORTANT</h2><p>CrowdStrike&#39;s glitchy update to its security software crashed computers powered by Microsoft&#39;s Windows operating system on Friday, disrupting internet services across the globe and affecting a broad swath of industries including airlines, banking and healthcare. Microsoft said on Saturday about 8.5 million Windows devices were affected.</p><p>Services across industries gradually came back online later on Friday but companies were dealing with backlogs, delays, canceled flights and other issues, raising questions on how to avoid such a situation in the future and whether such critical software should remain in the hands of a few companies.</p><h2 id=\"id_1614159339\" style=\"text-align: start;\">KEY QUOTES</h2><p>&#34;While we appreciate CrowdStrike&#39;s response and coordination with stakeholders, we cannot ignore the magnitude of this incident, which some have claimed is the largest IT outage in history,&#34; the congressional panel wrote in its letter to Kurtz dated Monday. The letter was reported first by the Washington Post.</p><p>&#34;CrowdStrike is actively in contact with relevant Congressional Committees. Briefings and other engagement timelines may be disclosed at members&#39; discretion,&#34; a company spokesperson said.</p><h2 id=\"id_1635129462\" style=\"text-align: start;\">WHAT&#39;S NEXT</h2><p>The letter urges the CEO to schedule a hearing with a subcommittee of the panel - the Subcommittee on Cybersecurity and Infrastructure Protection - by Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4588":"碎股","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","CRWD":"CrowdStrike Holdings, Inc.","BK4581":"高盛持仓","BK4560":"网络安全概念","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","BK4504":"桥水持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4528":"SaaS概念","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4592":"伊斯兰概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1923622614.USD":"Natixis Thematics Meta R/A USD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4576":"AR","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","BK4525":"远程办公概念","BK4587":"ChatGPT概念","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4577":"网络游戏","LU1923622291.USD":"Natixis Thematics Safety R/A USD","BK4527":"明星科技股","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4579":"人工智能","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453674956","content_text":"WASHINGTON, July 22 (Reuters) - The U.S. House of Representatives Homeland Security Committee has sent a letter to CrowdStrike CEO George Kurtz asking him to testify on last week's global tech outage.WHY IT'S IMPORTANTCrowdStrike's glitchy update to its security software crashed computers powered by Microsoft's Windows operating system on Friday, disrupting internet services across the globe and affecting a broad swath of industries including airlines, banking and healthcare. Microsoft said on Saturday about 8.5 million Windows devices were affected.Services across industries gradually came back online later on Friday but companies were dealing with backlogs, delays, canceled flights and other issues, raising questions on how to avoid such a situation in the future and whether such critical software should remain in the hands of a few companies.KEY QUOTES\"While we appreciate CrowdStrike's response and coordination with stakeholders, we cannot ignore the magnitude of this incident, which some have claimed is the largest IT outage in history,\" the congressional panel wrote in its letter to Kurtz dated Monday. The letter was reported first by the Washington Post.\"CrowdStrike is actively in contact with relevant Congressional Committees. Briefings and other engagement timelines may be disclosed at members' discretion,\" a company spokesperson said.WHAT'S NEXTThe letter urges the CEO to schedule a hearing with a subcommittee of the panel - the Subcommittee on Cybersecurity and Infrastructure Protection - by Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324395748855976,"gmtCreate":1720227658092,"gmtModify":1720227661815,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 480 up","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 480 up","text":"$Microsoft(MSFT)$ 480 up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324395748855976","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321699014357096,"gmtCreate":1719570159328,"gmtModify":1719570164267,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 480 target","listText":"<a href=\"https://ttm.financial/S/MSFT\">$(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 480 target","text":"$(MSFT)$ 480 target","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321699014357096","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320471628538128,"gmtCreate":1719273069394,"gmtModify":1719273073081,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Still can go lower","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Still can go lower","text":"$NVIDIA Corp(NVDA)$ Still can go lower","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320471628538128","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319220504997968,"gmtCreate":1718960522288,"gmtModify":1718960526092,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Overpriced","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Overpriced","text":"$NVIDIA Corp(NVDA)$ Overpriced","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/319220504997968","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178861473223322","authorId":"4178861473223322","name":"poopsy","avatar":"https://community-static.tradeup.com/news/bfb5ebdc533da0c188b0cc34c0418a59","crmLevel":1,"crmLevelSwitch":0,"idStr":"4178861473223322","authorIdStr":"4178861473223322"},"content":"?? it’s a growth and innovation stock, cisco was overpriced, nvidia is safe, target price was 1500 pre split imagine","text":"?? it’s a growth and innovation stock, cisco was overpriced, nvidia is safe, target price was 1500 pre split imagine","html":"?? it’s a growth and innovation stock, cisco was overpriced, nvidia is safe, target price was 1500 pre split imagine"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267032458854664,"gmtCreate":1706203492864,"gmtModify":1706206105068,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Deep shit now","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Deep shit now","text":"$Tesla Motors(TSLA)$ Deep shit now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267032458854664","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":232028024602864,"gmtCreate":1697677642753,"gmtModify":1697677647062,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"Sell","listText":"Sell","text":"Sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232028024602864","repostId":"1130094331","repostType":2,"repost":{"id":"1130094331","kind":"news","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":1697664691,"share":"https://ttm.financial/m/news/1130094331?lang=&edition=fundamental","pubTime":"2023-10-19 05:31","market":"us","language":"en","title":"Tesla Slightly Misses Estimates on Margin, Sticks to Production Goal","url":"https://stock-news.laohu8.com/highlight/detail?id=1130094331","media":"Reuters","summary":"$Tesla(TSLA)$'s third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest r","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest rates.</p><p>Tesla stock drops 4.24% in after-hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff0d859f54e15c405190627e807f027\" tg-width=\"832\" tg-height=\"625\"/></p><p style=\"text-align: start;\">But the company on Wednesday stuck to its annual production target of 1.8 million vehicles, suggesting the discounts were driving demand. Some analysts said Tesla may need to cut prices further to achieve its annual delivery target amid a broader slowdown in electric vehicle demand.</p><p>Tesla also missed analysts&#39; expectations for third-quarter revenue and profit. It said its margin had taken a hit from the underutilization of new factories and an increase in operating expenses driven by its upcoming Cybertruck model, spending on artificial intelligence and other projects.</p><p style=\"text-align: start;\">Tesla&#39;s average revenue per unit declined by nearly 11% from a year earlier.</p><p style=\"text-align: start;\">The company said it has begun pilot production of the Cybertruck at its Texas Gigafactory, with the first deliveries scheduled for Nov. 30.</p><p>The company has since January resorted to steep price cuts and discounts, including reductions of more than 6% across models in the third quarter, to propel sales at a time when overall demand is under pressure.</p><p style=\"text-align: start;\">While those efforts drove up sales in the first half of the year, planned factory retooling to prepare for production of new models throttled Tesla&#39;s deliveries between July and September.</p><p style=\"text-align: start;\">Investors and analysts expect more price cuts as the automaker aims to deliver a record 476,000 vehicles in the fourth quarter to meet its annual target.</p><p>Still, Tesla&#39;s stock has more than doubled this year as investors bet the company will fare better than rivals in an uncertain economy and get a long-term margin boost from its self-driving software. The company&#39;s shares fell 2% in extended trading on Wednesday before cutting losses to trade up 0.2%.</p><p style=\"text-align: start;\">The company reported a gross margin of 17.9% for the quarter ended September, compared with 25.1% a year earlier, when it had yet to start the price cuts. Margins fell despite a roughly $2,000 per vehicle reduction in raw material costs in the past quarter.</p><p style=\"text-align: start;\">In the second quarter, Tesla had posted a gross margin of 18.2%.</p><p style=\"text-align: start;\">Wall Street had on average expected Tesla to post a margin of 18.02%, according to 21 analysts polled by Visible Alpha. According to LSEG data, an average of 17 analysts polled expected gross margin of 18.25%.</p><p style=\"text-align: start;\">&#34;While production cost at our new factories remained higher than our established factories, we have implemented necessary upgrades in Q3 to enable further unit cost reductions. We continue to believe that an industry leader needs to be a cost leader,&#34; Tesla said in a statement.</p><p style=\"text-align: start;\">Tesla said its energy business, which sells solar panels and batteries, as well as its services business, had become a meaningful contributor to profit with more than $500 million in combined gross profit in the quarter.</p><p style=\"text-align: start;\">Revenue in the third quarter rose 9% to $23.35 billion, compared with analysts&#39; estimates of $24.1 billion. That marked the slowest pace of growth in more than three years.</p><p style=\"text-align: start;\">On an adjusted basis, Tesla earned 66 cents per share. Analysts had expected a profit of 73 cents per share, according to LSEG data. It was not immediately clear if the numbers were comparable.</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 Slightly Misses Estimates on Margin, Sticks to Production Goal</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 Slightly Misses Estimates on Margin, Sticks to Production Goal\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\">2023-10-19 05:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest rates.</p><p>Tesla stock drops 4.24% in after-hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff0d859f54e15c405190627e807f027\" tg-width=\"832\" tg-height=\"625\"/></p><p style=\"text-align: start;\">But the company on Wednesday stuck to its annual production target of 1.8 million vehicles, suggesting the discounts were driving demand. Some analysts said Tesla may need to cut prices further to achieve its annual delivery target amid a broader slowdown in electric vehicle demand.</p><p>Tesla also missed analysts&#39; expectations for third-quarter revenue and profit. It said its margin had taken a hit from the underutilization of new factories and an increase in operating expenses driven by its upcoming Cybertruck model, spending on artificial intelligence and other projects.</p><p style=\"text-align: start;\">Tesla&#39;s average revenue per unit declined by nearly 11% from a year earlier.</p><p style=\"text-align: start;\">The company said it has begun pilot production of the Cybertruck at its Texas Gigafactory, with the first deliveries scheduled for Nov. 30.</p><p>The company has since January resorted to steep price cuts and discounts, including reductions of more than 6% across models in the third quarter, to propel sales at a time when overall demand is under pressure.</p><p style=\"text-align: start;\">While those efforts drove up sales in the first half of the year, planned factory retooling to prepare for production of new models throttled Tesla&#39;s deliveries between July and September.</p><p style=\"text-align: start;\">Investors and analysts expect more price cuts as the automaker aims to deliver a record 476,000 vehicles in the fourth quarter to meet its annual target.</p><p>Still, Tesla&#39;s stock has more than doubled this year as investors bet the company will fare better than rivals in an uncertain economy and get a long-term margin boost from its self-driving software. The company&#39;s shares fell 2% in extended trading on Wednesday before cutting losses to trade up 0.2%.</p><p style=\"text-align: start;\">The company reported a gross margin of 17.9% for the quarter ended September, compared with 25.1% a year earlier, when it had yet to start the price cuts. Margins fell despite a roughly $2,000 per vehicle reduction in raw material costs in the past quarter.</p><p style=\"text-align: start;\">In the second quarter, Tesla had posted a gross margin of 18.2%.</p><p style=\"text-align: start;\">Wall Street had on average expected Tesla to post a margin of 18.02%, according to 21 analysts polled by Visible Alpha. According to LSEG data, an average of 17 analysts polled expected gross margin of 18.25%.</p><p style=\"text-align: start;\">&#34;While production cost at our new factories remained higher than our established factories, we have implemented necessary upgrades in Q3 to enable further unit cost reductions. We continue to believe that an industry leader needs to be a cost leader,&#34; Tesla said in a statement.</p><p style=\"text-align: start;\">Tesla said its energy business, which sells solar panels and batteries, as well as its services business, had become a meaningful contributor to profit with more than $500 million in combined gross profit in the quarter.</p><p style=\"text-align: start;\">Revenue in the third quarter rose 9% to $23.35 billion, compared with analysts&#39; estimates of $24.1 billion. That marked the slowest pace of growth in more than three years.</p><p style=\"text-align: start;\">On an adjusted basis, Tesla earned 66 cents per share. Analysts had expected a profit of 73 cents per share, according to LSEG data. It was not immediately clear if the numbers were comparable.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130094331","content_text":"Tesla's third-quarter gross margin shrank from a year earlier, slightly missing Wall Street estimates, as the electric automaker slashed prices to boost demand in the face of higher interest rates.Tesla stock drops 4.24% in after-hours trading.But the company on Wednesday stuck to its annual production target of 1.8 million vehicles, suggesting the discounts were driving demand. Some analysts said Tesla may need to cut prices further to achieve its annual delivery target amid a broader slowdown in electric vehicle demand.Tesla also missed analysts' expectations for third-quarter revenue and profit. It said its margin had taken a hit from the underutilization of new factories and an increase in operating expenses driven by its upcoming Cybertruck model, spending on artificial intelligence and other projects.Tesla's average revenue per unit declined by nearly 11% from a year earlier.The company said it has begun pilot production of the Cybertruck at its Texas Gigafactory, with the first deliveries scheduled for Nov. 30.The company has since January resorted to steep price cuts and discounts, including reductions of more than 6% across models in the third quarter, to propel sales at a time when overall demand is under pressure.While those efforts drove up sales in the first half of the year, planned factory retooling to prepare for production of new models throttled Tesla's deliveries between July and September.Investors and analysts expect more price cuts as the automaker aims to deliver a record 476,000 vehicles in the fourth quarter to meet its annual target.Still, Tesla's stock has more than doubled this year as investors bet the company will fare better than rivals in an uncertain economy and get a long-term margin boost from its self-driving software. The company's shares fell 2% in extended trading on Wednesday before cutting losses to trade up 0.2%.The company reported a gross margin of 17.9% for the quarter ended September, compared with 25.1% a year earlier, when it had yet to start the price cuts. Margins fell despite a roughly $2,000 per vehicle reduction in raw material costs in the past quarter.In the second quarter, Tesla had posted a gross margin of 18.2%.Wall Street had on average expected Tesla to post a margin of 18.02%, according to 21 analysts polled by Visible Alpha. According to LSEG data, an average of 17 analysts polled expected gross margin of 18.25%.\"While production cost at our new factories remained higher than our established factories, we have implemented necessary upgrades in Q3 to enable further unit cost reductions. We continue to believe that an industry leader needs to be a cost leader,\" Tesla said in a statement.Tesla said its energy business, which sells solar panels and batteries, as well as its services business, had become a meaningful contributor to profit with more than $500 million in combined gross profit in the quarter.Revenue in the third quarter rose 9% to $23.35 billion, compared with analysts' estimates of $24.1 billion. That marked the slowest pace of growth in more than three years.On an adjusted basis, Tesla earned 66 cents per share. Analysts had expected a profit of 73 cents per share, according to LSEG data. It was not immediately clear if the numbers were comparable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249181263147208,"gmtCreate":1701875903550,"gmtModify":1701875907797,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"Hype la","listText":"Hype la","text":"Hype la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249181263147208","repostId":"2389036512","repostType":2,"repost":{"id":"2389036512","kind":"highlight","pubTimestamp":1701874800,"share":"https://ttm.financial/m/news/2389036512?lang=&edition=fundamental","pubTime":"2023-12-06 23:00","market":"us","language":"en","title":"Palantir’s AI Surge: Is PLTR Stock Really Worth the Hype?","url":"https://stock-news.laohu8.com/highlight/detail?id=2389036512","media":"InvestorPlace","summary":"Someone asked ChatGPT what it thinks of Palantir, and the software predicted continued growth. But it didn’t offer a buy recommendation.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Palantir’s</strong> (<strong>PLTR</strong>) data analytics niche is now classified as AI.</p></li><li><p>The company has both military and commercial contracts.</p></li><li><p>It’s still not turning a profit.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06f2cc5cae848c25dfca0426f133a551\" alt=\"Source: Poetra.RH / Shutterstock.com\" title=\"Source: Poetra.RH / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Poetra.RH / Shutterstock.com</span></p><p>After a year of being hyped as the ultimate AI winner, <strong>Palantir</strong> (NASDAQ:<strong>PLTR</strong>) stock is up over 200%, rising from $7 in January to a little more than $18 today. I have long been skeptical of Palantir. Its claims have long been well ahead of its financials.</p><p>PLTR stock has a market cap of over $40 billion on $2.1 billion of revenue, growing at 20% per year. The company is only marginally profitable, although it may now be added to the S&amp;P 500.</p><h2 id=\"id_1967637175\">The AI Hype Cycle and PLTR Stock</h2><p>Palantir is riding an AI hype cycle. When the hype cycle goes up, so does the stock. When the hype cycle goes down, so does Palantir.</p><p>Delivering insights from large databases is now defined as AI. The insights are called machine learning. The databases are large language models. Palantir was doing this before it was cool. This is why analysts are hyping the stock.</p><p>Palantir developed its technology for use by the military and has extended contracts proving its value. Data can “see” what’s happening on a battlefield and help plan a campaign. It can catch changing conditions and alert leaders to threats quickly.</p><p>The challenge has been to go beyond this niche. Palantir calls the commercial version of its technology the Foundry. It has been lining up partners to deliver it. Any drop in the shares is seen as a buying opportunity.  </p><p>Foundry has found success in applications like hospital scheduling. Matching what’s available to what’s needed can be useful to planners of all kinds. It’s not as sexy as delivering pictures based on prompts, but it’s a lot more useful.</p><p>This may be why <strong>Blackrock</strong> now has a $1.5 billion stake in Palantir. It’s why Jim Cramer recently told investors to buy it, despite its sky high valuation. Whenever Palantir signs a new commercial partner, analysts start comparing it to <strong>Nvidia</strong>.</p><h2 id=\"id_3162377395\">The Danger Signs</h2><p>Palantir’s success in anticipating needs helped it win a contract with England’s National Health Service, but PLTR stock fell after the deal was announced. Its past as a military contractor quickly drew pushback. Patients were leery of giving it access to the data needed for Foundry to do its job.</p><p>The Generative AI boom has also brought competition to Palantir’s party. Many if not most big tech players are in the game. They see big profits in delivering different output, including computer code, from Internet-sized databases. They also don’t have Palantir’s proprietary attitude or history of military secrecy to contend with.</p><h2 id=\"id_3496280113\">The Bottom Line</h2><p>I have been wrong about Palantir stock for a long time. Any company whose leading edge technology delivers growth is going to command a big price. This is especially true if it can deliver profits, even small ones. Palantir’s entry into the S&amp;P 500 will be a catalyst for buying.</p><p>To be worth my money, however, Palantir needs to grow faster than it is doing right now. It must deliver a lot more profit. Yet the company, being conservative in the best possible way, is not promising that.</p></body></html>","source":"investorplace_stock_picks","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’s AI Surge: Is PLTR Stock Really Worth the Hype?</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\">\nPalantir’s AI Surge: Is PLTR Stock Really Worth the Hype?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-06 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/12/palantirs-ai-surge-is-pltr-stock-really-worth-the-hype/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir’s (PLTR) data analytics niche is now classified as AI.The company has both military and commercial contracts.It’s still not turning a profit.Source: Poetra.RH / Shutterstock.comAfter a year ...</p>\n\n<a href=\"https://investorplace.com/2023/12/palantirs-ai-surge-is-pltr-stock-really-worth-the-hype/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4579":"人工智能","BK4550":"红杉资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4588":"碎股","BK4141":"半导体产品","BK4503":"景林资产持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4551":"寇图资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4587":"ChatGPT概念","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","PLTR":"Palantir Technologies Inc.","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4529":"IDC概念","BK4023":"应用软件","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4554":"元宇宙及AR概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4592":"伊斯兰概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4585":"ETF&股票定投概念","LU0079474960.USD":"联博美国增长基金A","BK4567":"ESG概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc"},"source_url":"https://investorplace.com/2023/12/palantirs-ai-surge-is-pltr-stock-really-worth-the-hype/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389036512","content_text":"Palantir’s (PLTR) data analytics niche is now classified as AI.The company has both military and commercial contracts.It’s still not turning a profit.Source: Poetra.RH / Shutterstock.comAfter a year of being hyped as the ultimate AI winner, Palantir (NASDAQ:PLTR) stock is up over 200%, rising from $7 in January to a little more than $18 today. I have long been skeptical of Palantir. Its claims have long been well ahead of its financials.PLTR stock has a market cap of over $40 billion on $2.1 billion of revenue, growing at 20% per year. The company is only marginally profitable, although it may now be added to the S&P 500.The AI Hype Cycle and PLTR StockPalantir is riding an AI hype cycle. When the hype cycle goes up, so does the stock. When the hype cycle goes down, so does Palantir.Delivering insights from large databases is now defined as AI. The insights are called machine learning. The databases are large language models. Palantir was doing this before it was cool. This is why analysts are hyping the stock.Palantir developed its technology for use by the military and has extended contracts proving its value. Data can “see” what’s happening on a battlefield and help plan a campaign. It can catch changing conditions and alert leaders to threats quickly.The challenge has been to go beyond this niche. Palantir calls the commercial version of its technology the Foundry. It has been lining up partners to deliver it. Any drop in the shares is seen as a buying opportunity.  Foundry has found success in applications like hospital scheduling. Matching what’s available to what’s needed can be useful to planners of all kinds. It’s not as sexy as delivering pictures based on prompts, but it’s a lot more useful.This may be why Blackrock now has a $1.5 billion stake in Palantir. It’s why Jim Cramer recently told investors to buy it, despite its sky high valuation. Whenever Palantir signs a new commercial partner, analysts start comparing it to Nvidia.The Danger SignsPalantir’s success in anticipating needs helped it win a contract with England’s National Health Service, but PLTR stock fell after the deal was announced. Its past as a military contractor quickly drew pushback. Patients were leery of giving it access to the data needed for Foundry to do its job.The Generative AI boom has also brought competition to Palantir’s party. Many if not most big tech players are in the game. They see big profits in delivering different output, including computer code, from Internet-sized databases. They also don’t have Palantir’s proprietary attitude or history of military secrecy to contend with.The Bottom LineI have been wrong about Palantir stock for a long time. Any company whose leading edge technology delivers growth is going to command a big price. This is especially true if it can deliver profits, even small ones. Palantir’s entry into the S&P 500 will be a catalyst for buying.To be worth my money, however, Palantir needs to grow faster than it is doing right now. It must deliver a lot more profit. Yet the company, being conservative in the best possible way, is not promising that.","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319220504997968,"gmtCreate":1718960522288,"gmtModify":1718960526092,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Overpriced","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Overpriced","text":"$NVIDIA Corp(NVDA)$ Overpriced","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/319220504997968","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178861473223322","authorId":"4178861473223322","name":"poopsy","avatar":"https://community-static.tradeup.com/news/bfb5ebdc533da0c188b0cc34c0418a59","crmLevel":1,"crmLevelSwitch":0,"idStr":"4178861473223322","authorIdStr":"4178861473223322"},"content":"?? it’s a growth and innovation stock, cisco was overpriced, nvidia is safe, target price was 1500 pre split imagine","text":"?? it’s a growth and innovation stock, cisco was overpriced, nvidia is safe, target price was 1500 pre split imagine","html":"?? it’s a growth and innovation stock, cisco was overpriced, nvidia is safe, target price was 1500 pre split imagine"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240101432836176,"gmtCreate":1699637465786,"gmtModify":1699637468482,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>To the moon","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>To the moon","text":"$Microsoft(MSFT)$ To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/240101432836176","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917469765,"gmtCreate":1665566010957,"gmtModify":1676537628451,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917469765","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061759883,"gmtCreate":1651681792949,"gmtModify":1676534948665,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061759883","repostId":"9085648523","repostType":1,"repost":{"id":9085648523,"gmtCreate":1650694883681,"gmtModify":1676534778924,"author":{"id":"4091508785283850","authorId":"4091508785283850","name":"AliY","avatar":"https://static.tigerbbs.com/8ade62fbd9c8623bafe403b102a1f3b0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091508785283850","authorIdStr":"4091508785283850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$</a>buy?","listText":"<a href=\"https://ttm.financial/S/PANW\">$Palo Alto Networks(PANW)$</a>buy?","text":"$Palo Alto Networks(PANW)$buy?","images":[{"img":"https://community-static.tradeup.com/news/de3fd38fe2542af79819999a43a134a7","width":"1080","height":"2249"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085648523","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335243030855784,"gmtCreate":1722876362408,"gmtModify":1722876365653,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Pls come down 90","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Pls come down 90","text":"$NVIDIA Corp(NVDA)$ Pls come down 90","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335243030855784","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249720247419096,"gmtCreate":1702016872969,"gmtModify":1702016877591,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"Very positive thinking","listText":"Very positive thinking","text":"Very positive thinking","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249720247419096","repostId":"2389078525","repostType":2,"repost":{"id":"2389078525","kind":"highlight","pubTimestamp":1702014888,"share":"https://ttm.financial/m/news/2389078525?lang=&edition=fundamental","pubTime":"2023-12-08 13:54","market":"us","language":"en","title":"Microsoft's Progression Toward $575","url":"https://stock-news.laohu8.com/highlight/detail?id=2389078525","media":"GuruFocus.com","summary":"In the dynamic realm of cloud computing, Microsoft Corp. (NASDAQ:MSFT) is charting an ambitious course towards a $575 target by 2024, supported by Azure's striking revenue growth, strategic artificial","content":"<html><head></head><body><p>In the dynamic realm of cloud computing, Microsoft Corp. (NASDAQ:MSFT) is charting an ambitious course towards a $575 target by 2024, supported by Azure&#39;s striking revenue growth, strategic artificial intelligence integration and increasing market dominance.</p><p>As the cloud market evolves and the U.S. economy experiences shifts, Azure&#39;s performance stands out, underscoring Microsoft&#39;s prowess in the sector. This growth story is not just about numbers; it&#39;s a testament to Azure&#39;s integral role in the Intelligent Cloud segment, with revenue soaring to $24.3 billion in the first quarter of fiscal 2024.</p><p>This narrative delves into how Microsoft&#39;s forward-looking investments and robust service portfolio position Azure as a long-term player in the cloud market amidst an ever-changing economic landscape.</p><h3 id=\"id_790705270\">Azure is a long-term game</h3><p>Azure&#39;s revenue growth has been a standout factor for Microsoft, consistently showcasing impressive numbers. In the first quarter, the Intelligent Cloud segment recorded revenue of $24.3 billion, representing a remarkable 19% increase year over year, primarily propelled by Azure (up 21%).</p><p>Moreover, the broader Microsoft Cloud revenue reached an impressive $31.8 billion, surging 24%. Over the long term, Intelligent Cloud&#39;s revenue boosted by 17% in 2023 year-over-year to $88 billion. Intelligent Cloud represents 41.5% of Microsoft&#39;s total revenue in 2023 as compared to 37.8% in 2022, signifying its growing vitality in Microsoft&#39;s topline.</p><p>Additionally, the consistent revenue growth also reaffirms Azure&#39;s strong market presence and demand for cloud services. The software&#39;s rapid expansion aligns with the global shift toward cloud computing. Microsoft&#39;s ability to capitalize on this trend by offering a comprehensive suite of cloud solutions has significantly contributed to Azure&#39;s revenue surge. Therefore, the company&#39;s consistent investments in the infrastructure, robust service offerings and technological advancements have solidified its market position.</p><p>Favorably, Azure holds a 23% share of the global cloud market as of the third quarter, up from nearly 21% in the prior-year period. Azure&#39;s continuous market share gain proves its ability to attract more organizations to migrate their workloads to Microsoft&#39;s cloud.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8028d918ca635ea50945dd310456858\" tg-width=\"905\" tg-height=\"552\"/></p><p>Source: elcorecloud</p><p>Further, Microsoft&#39;s substantial investments (of $11.2 billion) in scaling AI across Azure services signify its strategic focus on leveraging the technology. Integrating AI across various layers of the tech stack drives productivity gains and operational efficiency for clients. The company&#39;s collaborations with giant AI entities like OpenAI, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (NASDAQ:META) and Hugging Face further solidify its AI capabilities.</p><p>Azure&#39;s versatility is reflected in its diverse clientele across various sectors, such as health care, finance, manufacturing and technology. Notable companies like PepsiCo (NASDAQ:PEP), Vodafone (NASDAQ:VOD), Atrium Health, Northwestern Medicine and SingHealth leverage Azure&#39;s capabilities, showcasing its relevance across different industries.</p><p>For instance, introducing specialized solutions like Dragon Ambient eXperience in health care exemplifies Microsoft&#39;s focus on developing industry-specific solutions. Also, the company&#39;s success in catering to specific sectors, such as finance, by offering solutions for migrating Oracle (NYSE:ORCL) databases to Azure highlights its strategic partnerships.</p><p>Additionally, Azure&#39;s capability to support SAP (NYSE:SAP) workloads for companies like Brother Industries (BRTHY), Hanes (NYSE:HBI), and ZEISS (CZMWF) further emphasizes its reliability and versatility in handling enterprise-level cloud services.</p><p>At the bottom line, the improvement in Microsoft Cloud&#39;s gross margin percentage to 73% in the first quarter signifies Azure&#39;s ability to generate significant returns. Fundamentally, the improvement, excluding accounting estimate changes, reflects the platform&#39;s ability to manage costs and enhance profitability while catering to escalating cloud demand.</p><p>Finally, despite scaling AI infrastructure to meet growing demand, Azure showcased improved margins, a critical factor in sustaining profitability while expanding services. As a result, Intelligent Cloud&#39;s operating income boosted by 14% during 2023 over 2022&#39;s levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57245ba6478fedbbf5485a6325a54e9c\" tg-width=\"909\" tg-height=\"439\"/></p><p>Source: Microsoft.com/investor</p><p>Last but not least, Microsoft&#39;s forward approach and focus on investing in cloud and AI opportunities while focusing on operational efficiency bode well for Azure&#39;s future growth. Expectations of sustained revenue growth of 17% to 18% year over year for Intelligent Cloud in second-quarter 2024 ($25.1 billion to $25.4 billion) indicate a robust trajectory for Azure&#39;s expansion (26% to 27% revenue growth year over year). Overall, anticipating stable Azure revenue growth supported by new workload trends and increased AI contributions signifies the platform&#39;s potential for consistent growth.</p><h3 id=\"id_3643120410\">Fundamental dominance in the cloud market</h3><p>Azure&#39;s substantial market share and growth are derived from its diversified cloud services, such as infrastructure-as-a-service, platform-as-a-service (PaaS) and software-as-a-service (SaaS).</p><p>2024 IT spending may increase by 8% year over year to hit $5.1 trillion globally. Especially based on increased cloud spending (due to increased prices and utilization), investments in the software and services segments may experience double-digit growth. To be specific, spending on data center systems may experience growth of 9.5% in 2024.</p><p>Although generative AI is not expected to impact IT spending positively until 2025, the present focus lays the groundwork for future developments. As mentioned earlier, Microsoft has heavily invested in AI research and development, integrating the software&#39;s capabilities into its products and services to absorb the potential impact.</p><p>Notably, global public cloud end-user spending may follow a rapid growth trajectory, nearly 20% year over year, with estimates climbing from $563.6 billion in 2023 to an anticipated $678.8 billion in 2024. This surge is primarily attributed to cloud vendor price increases and increased utilization. Hence, as cloud spending rises, Microsoft&#39;s Azure capitalizes on this trend.</p><p>Fundamentally, the cloud market&#39;s segmented growth reveals specific areas poised for substantial expansion. IaaS is expected to lead in end-user spending growth, projected at an impressive rate of 26.6% in 2024 and PaaS follows, with a forecasted growth rate of 21.5%. Thus, Microsoft&#39;s diversified service portfolio, including Azure Virtual Machines, Azure Kubernetes Service and Azure App Service, positions it strategically to capture growth in these high-growth segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7372402b93b674e2085e03f182fe787b\" tg-width=\"903\" tg-height=\"568\"/></p><p>Source: Gartner.com</p><p>Additionally, the prominence of industry cloud platforms is a pivotal trend. Gartner predicts that by 2027, over 70% of enterprises (compared to less than 15% in 2023) will leverage industry cloud platforms to accelerate growth. These platforms amalgamate SaaS, PaaS and IaaS services to meet industry-specific demands, aligning perfectly with Microsoft&#39;s strategy.</p><p>Thus, Microsoft&#39;s recognition as a leader in the Gartner Magic Quadrant for Distributed Hybrid Infrastructure underscores its strength in providing cloud-native infrastructure attributes for distributed deployments. Azure Arc, Azure Kubernetes Service and Azure Stack HCI demonstrate Microsoft&#39;s focus on delivering adaptable, unified control plane solutions across diverse deployment scenarios.</p><p>Finally, this leadership status solidifies the company&#39;s reputation and competence in facilitating distributed infrastructure, enhancing its attractiveness to businesses seeking flexible and scalable cloud solutions. As a result, it may continue to benefit Microsoft&#39;s revenue growth over the long term.</p><h3 id=\"id_1113132904\">Downside lies in macroeconomic outlook</h3><p>On the downside, due to the industry&#39;s focus on cost control, operational efficiencies, capital restrictions (due to weak stocks and bonds) or margin issues, the majority of CIOs are experiencing change fatigue, hesitating to invest in new projects and initiatives, which could lead to a delay in IT spending that may extend into 2025.</p><p>Therefore, the forecasts suggest business investment may experience a relatively low growth rate of 1.75% in 2024. However, despite this trend, Microsoft&#39;s diverse portfolio across software, cloud services and AI positions it as a resilient player in an environment where businesses might delay investments in new projects.</p><p>On the positive side, according to Goldman Sachs, there are expectations for a further decrease in inflation pace in 2024 (to reach 2.5% to 3%). Reduced inflation may positively affect business spending, potentially freeing up resources for investment to upgrade their IT infrastructure.</p><p>Finally, the U.S. economy is now attached to a lower probability of recession in 2024, 15% in third-quarter 2023 compared to 35% in the first quater, due to positive trends in inflation and the labor market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817a410e3d3a901bca946723d885a7bf\" tg-width=\"883\" tg-height=\"541\"/></p><p>Source: Goldman Sachs</p><h3 id=\"id_1278477742\">Technical take: Targeting $575 by 2024</h3><p>Microsoft&#39;s stock price experienced a rapid recovery and new highs during October and November. However, the formation of the Doji candle signifies market indecision, which may lead to prices going in either direction.</p><p>On the downside, the price may hit the pivot level at $347 by the end of 2023 or, in the case of a Santa Claus rally, it may reach $416. Any negative development or most pessimistic scenario may hit the dynamic support level (52-week exponential moving average) at $307.</p><p>On the upside, the price may hit $575 (derived from Fibonacci retracement) by the end of 2024 based on current momentum. Most importantly, the 52-week EMA may be a navigator during the trend. Collectively, moving averages signal a strong buy state for the stock price.</p><p>Assessing the relative valuation, at the current price-earnings ratio of 36, Microsoft&#39;s stock is fairly valued compared to U.S. cloud peers. On an absolute basis, Microsoft&#39;s stock is modestly overvalued by around 13% relative to the historical average (five years) price-earnings ratio of 32. Therefore, new bulls can take advantage of possible downward moves in the stock price that may follow the formation of the Doji candle.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2453f8689a2195722da8488ed6fa5c1\" tg-width=\"915\" tg-height=\"380\"/></p><p>Source: tradingview.com</p><h3 id=\"id_1886827259\">Takeaway</h3><p>Despite potential macroeconomic challenges, Microsoft&#39;s diverse portfolio, including software, cloud services and AI, positions it as a resilient contender in the industry. The anticipated decrease in inflation and a lower probability of recession in 2024 could further bolster business investment in IT infrastructure, benefiting Microsoft&#39;s Azure platform.</p><p>This article first appeared on GuruFocus. <br/></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>Microsoft's Progression Toward $575</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\">\nMicrosoft's Progression Toward $575\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-08 13:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsofts-progression-toward-575-161616577.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the dynamic realm of cloud computing, Microsoft Corp. (NASDAQ:MSFT) is charting an ambitious course towards a $575 target by 2024, supported by Azure's striking revenue growth, strategic artificial...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsofts-progression-toward-575-161616577.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4538":"云计算","BK4588":"碎股","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4504":"桥水持仓","LU0171293334.USD":"贝莱德英国基金A2","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","BK4548":"巴美列捷福持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4023":"应用软件","MSFT":"微软","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4534":"瑞士信贷持仓","BK4576":"AR","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H"},"source_url":"https://finance.yahoo.com/news/microsofts-progression-toward-575-161616577.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2389078525","content_text":"In the dynamic realm of cloud computing, Microsoft Corp. (NASDAQ:MSFT) is charting an ambitious course towards a $575 target by 2024, supported by Azure's striking revenue growth, strategic artificial intelligence integration and increasing market dominance.As the cloud market evolves and the U.S. economy experiences shifts, Azure's performance stands out, underscoring Microsoft's prowess in the sector. This growth story is not just about numbers; it's a testament to Azure's integral role in the Intelligent Cloud segment, with revenue soaring to $24.3 billion in the first quarter of fiscal 2024.This narrative delves into how Microsoft's forward-looking investments and robust service portfolio position Azure as a long-term player in the cloud market amidst an ever-changing economic landscape.Azure is a long-term gameAzure's revenue growth has been a standout factor for Microsoft, consistently showcasing impressive numbers. In the first quarter, the Intelligent Cloud segment recorded revenue of $24.3 billion, representing a remarkable 19% increase year over year, primarily propelled by Azure (up 21%).Moreover, the broader Microsoft Cloud revenue reached an impressive $31.8 billion, surging 24%. Over the long term, Intelligent Cloud's revenue boosted by 17% in 2023 year-over-year to $88 billion. Intelligent Cloud represents 41.5% of Microsoft's total revenue in 2023 as compared to 37.8% in 2022, signifying its growing vitality in Microsoft's topline.Additionally, the consistent revenue growth also reaffirms Azure's strong market presence and demand for cloud services. The software's rapid expansion aligns with the global shift toward cloud computing. Microsoft's ability to capitalize on this trend by offering a comprehensive suite of cloud solutions has significantly contributed to Azure's revenue surge. Therefore, the company's consistent investments in the infrastructure, robust service offerings and technological advancements have solidified its market position.Favorably, Azure holds a 23% share of the global cloud market as of the third quarter, up from nearly 21% in the prior-year period. Azure's continuous market share gain proves its ability to attract more organizations to migrate their workloads to Microsoft's cloud.Source: elcorecloudFurther, Microsoft's substantial investments (of $11.2 billion) in scaling AI across Azure services signify its strategic focus on leveraging the technology. Integrating AI across various layers of the tech stack drives productivity gains and operational efficiency for clients. The company's collaborations with giant AI entities like OpenAI, Meta Platforms (NASDAQ:META) and Hugging Face further solidify its AI capabilities.Azure's versatility is reflected in its diverse clientele across various sectors, such as health care, finance, manufacturing and technology. Notable companies like PepsiCo (NASDAQ:PEP), Vodafone (NASDAQ:VOD), Atrium Health, Northwestern Medicine and SingHealth leverage Azure's capabilities, showcasing its relevance across different industries.For instance, introducing specialized solutions like Dragon Ambient eXperience in health care exemplifies Microsoft's focus on developing industry-specific solutions. Also, the company's success in catering to specific sectors, such as finance, by offering solutions for migrating Oracle (NYSE:ORCL) databases to Azure highlights its strategic partnerships.Additionally, Azure's capability to support SAP (NYSE:SAP) workloads for companies like Brother Industries (BRTHY), Hanes (NYSE:HBI), and ZEISS (CZMWF) further emphasizes its reliability and versatility in handling enterprise-level cloud services.At the bottom line, the improvement in Microsoft Cloud's gross margin percentage to 73% in the first quarter signifies Azure's ability to generate significant returns. Fundamentally, the improvement, excluding accounting estimate changes, reflects the platform's ability to manage costs and enhance profitability while catering to escalating cloud demand.Finally, despite scaling AI infrastructure to meet growing demand, Azure showcased improved margins, a critical factor in sustaining profitability while expanding services. As a result, Intelligent Cloud's operating income boosted by 14% during 2023 over 2022's levels.Source: Microsoft.com/investorLast but not least, Microsoft's forward approach and focus on investing in cloud and AI opportunities while focusing on operational efficiency bode well for Azure's future growth. Expectations of sustained revenue growth of 17% to 18% year over year for Intelligent Cloud in second-quarter 2024 ($25.1 billion to $25.4 billion) indicate a robust trajectory for Azure's expansion (26% to 27% revenue growth year over year). Overall, anticipating stable Azure revenue growth supported by new workload trends and increased AI contributions signifies the platform's potential for consistent growth.Fundamental dominance in the cloud marketAzure's substantial market share and growth are derived from its diversified cloud services, such as infrastructure-as-a-service, platform-as-a-service (PaaS) and software-as-a-service (SaaS).2024 IT spending may increase by 8% year over year to hit $5.1 trillion globally. Especially based on increased cloud spending (due to increased prices and utilization), investments in the software and services segments may experience double-digit growth. To be specific, spending on data center systems may experience growth of 9.5% in 2024.Although generative AI is not expected to impact IT spending positively until 2025, the present focus lays the groundwork for future developments. As mentioned earlier, Microsoft has heavily invested in AI research and development, integrating the software's capabilities into its products and services to absorb the potential impact.Notably, global public cloud end-user spending may follow a rapid growth trajectory, nearly 20% year over year, with estimates climbing from $563.6 billion in 2023 to an anticipated $678.8 billion in 2024. This surge is primarily attributed to cloud vendor price increases and increased utilization. Hence, as cloud spending rises, Microsoft's Azure capitalizes on this trend.Fundamentally, the cloud market's segmented growth reveals specific areas poised for substantial expansion. IaaS is expected to lead in end-user spending growth, projected at an impressive rate of 26.6% in 2024 and PaaS follows, with a forecasted growth rate of 21.5%. Thus, Microsoft's diversified service portfolio, including Azure Virtual Machines, Azure Kubernetes Service and Azure App Service, positions it strategically to capture growth in these high-growth segments.Source: Gartner.comAdditionally, the prominence of industry cloud platforms is a pivotal trend. Gartner predicts that by 2027, over 70% of enterprises (compared to less than 15% in 2023) will leverage industry cloud platforms to accelerate growth. These platforms amalgamate SaaS, PaaS and IaaS services to meet industry-specific demands, aligning perfectly with Microsoft's strategy.Thus, Microsoft's recognition as a leader in the Gartner Magic Quadrant for Distributed Hybrid Infrastructure underscores its strength in providing cloud-native infrastructure attributes for distributed deployments. Azure Arc, Azure Kubernetes Service and Azure Stack HCI demonstrate Microsoft's focus on delivering adaptable, unified control plane solutions across diverse deployment scenarios.Finally, this leadership status solidifies the company's reputation and competence in facilitating distributed infrastructure, enhancing its attractiveness to businesses seeking flexible and scalable cloud solutions. As a result, it may continue to benefit Microsoft's revenue growth over the long term.Downside lies in macroeconomic outlookOn the downside, due to the industry's focus on cost control, operational efficiencies, capital restrictions (due to weak stocks and bonds) or margin issues, the majority of CIOs are experiencing change fatigue, hesitating to invest in new projects and initiatives, which could lead to a delay in IT spending that may extend into 2025.Therefore, the forecasts suggest business investment may experience a relatively low growth rate of 1.75% in 2024. However, despite this trend, Microsoft's diverse portfolio across software, cloud services and AI positions it as a resilient player in an environment where businesses might delay investments in new projects.On the positive side, according to Goldman Sachs, there are expectations for a further decrease in inflation pace in 2024 (to reach 2.5% to 3%). Reduced inflation may positively affect business spending, potentially freeing up resources for investment to upgrade their IT infrastructure.Finally, the U.S. economy is now attached to a lower probability of recession in 2024, 15% in third-quarter 2023 compared to 35% in the first quater, due to positive trends in inflation and the labor market.Source: Goldman SachsTechnical take: Targeting $575 by 2024Microsoft's stock price experienced a rapid recovery and new highs during October and November. However, the formation of the Doji candle signifies market indecision, which may lead to prices going in either direction.On the downside, the price may hit the pivot level at $347 by the end of 2023 or, in the case of a Santa Claus rally, it may reach $416. Any negative development or most pessimistic scenario may hit the dynamic support level (52-week exponential moving average) at $307.On the upside, the price may hit $575 (derived from Fibonacci retracement) by the end of 2024 based on current momentum. Most importantly, the 52-week EMA may be a navigator during the trend. Collectively, moving averages signal a strong buy state for the stock price.Assessing the relative valuation, at the current price-earnings ratio of 36, Microsoft's stock is fairly valued compared to U.S. cloud peers. On an absolute basis, Microsoft's stock is modestly overvalued by around 13% relative to the historical average (five years) price-earnings ratio of 32. Therefore, new bulls can take advantage of possible downward moves in the stock price that may follow the formation of the Doji candle.Source: tradingview.comTakeawayDespite potential macroeconomic challenges, Microsoft's diverse portfolio, including software, cloud services and AI, positions it as a resilient contender in the industry. The anticipated decrease in inflation and a lower probability of recession in 2024 could further bolster business investment in IT infrastructure, benefiting Microsoft's Azure platform.This article first appeared on GuruFocus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":221730905595968,"gmtCreate":1695170299032,"gmtModify":1695170301793,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>Kaboom","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>Kaboom","text":"$NIO Inc.(NIO)$ Kaboom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/221730905595968","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925587186,"gmtCreate":1672066856145,"gmtModify":1676538629214,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925587186","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069371809,"gmtCreate":1651242518863,"gmtModify":1676534876826,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"Maybe continue to sell next week","listText":"Maybe continue to sell next week","text":"Maybe continue to sell next week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069371809","repostId":"1167995903","repostType":2,"repost":{"id":"1167995903","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651238559,"share":"https://ttm.financial/m/news/1167995903?lang=&edition=fundamental","pubTime":"2022-04-29 21:22","market":"us","language":"en","title":"Elon Musk Sold around $8.4 Billion Worth of Tesla Shares This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1167995903","media":"Tiger Newspress","summary":"Tesla IncChief Executive Officer Elon Musk sold about 5.23 million shares in the electric vehicle maker, worth about $4.5 billion, in multiple open market sales on April 28, a securities filing showed on Friday.Elon Musk sold roughly $8.4 billion worth ofTeslashares this week, following his bid to takeTwitterprivate, according to filings with the Securities and Exchange Commission.The Tesla and SpaceX CEO offloaded about 4.4 million shares of his electric vehicle company in trades on Tuesday and","content":"<html><head></head><body><p>Tesla Inc Chief Executive Officer Elon Musk sold about 5.23 million shares in the electric vehicle maker, worth about $4.5 billion, in multiple open market sales on April 28, a securities filing showed on Friday.</p><p><img src=\"https://static.tigerbbs.com/021032a2e64da7a5771a67edea680e33\" tg-width=\"1920\" tg-height=\"915\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk sold roughly $8.4 billion worth of Tesla shares this week, following his bid to take Twitter private, according to filings with the Securities and Exchange Commission.</p><p>The Tesla and SpaceX CEO offloaded about 4.4 million shares of his electric vehicle company in trades on Tuesday and Wednesday.</p><p>The first of the CEO’s sales were made on Tuesday, the filings showed. Tesla shares fell 12% that day.</p><p>As the filings became public on Thursday night, Musk wrote on Twitter, “No further TSLA sales planned after today.” He made the remark in response to an account that heavily promotes Tesla stock, products and Musk on the social network.</p><p><img src=\"https://static.tigerbbs.com/d4c5558154485a849a9aa2d56f558eac\" tg-width=\"785\" tg-height=\"459\" 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>Elon Musk Sold around $8.4 Billion Worth of Tesla Shares 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\">\nElon Musk Sold around $8.4 Billion Worth of Tesla Shares This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-29 21:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc Chief Executive Officer Elon Musk sold about 5.23 million shares in the electric vehicle maker, worth about $4.5 billion, in multiple open market sales on April 28, a securities filing showed on Friday.</p><p><img src=\"https://static.tigerbbs.com/021032a2e64da7a5771a67edea680e33\" tg-width=\"1920\" tg-height=\"915\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk sold roughly $8.4 billion worth of Tesla shares this week, following his bid to take Twitter private, according to filings with the Securities and Exchange Commission.</p><p>The Tesla and SpaceX CEO offloaded about 4.4 million shares of his electric vehicle company in trades on Tuesday and Wednesday.</p><p>The first of the CEO’s sales were made on Tuesday, the filings showed. Tesla shares fell 12% that day.</p><p>As the filings became public on Thursday night, Musk wrote on Twitter, “No further TSLA sales planned after today.” He made the remark in response to an account that heavily promotes Tesla stock, products and Musk on the social network.</p><p><img src=\"https://static.tigerbbs.com/d4c5558154485a849a9aa2d56f558eac\" tg-width=\"785\" tg-height=\"459\" 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"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167995903","content_text":"Tesla Inc Chief Executive Officer Elon Musk sold about 5.23 million shares in the electric vehicle maker, worth about $4.5 billion, in multiple open market sales on April 28, a securities filing showed on Friday.Elon Musk sold roughly $8.4 billion worth of Tesla shares this week, following his bid to take Twitter private, according to filings with the Securities and Exchange Commission.The Tesla and SpaceX CEO offloaded about 4.4 million shares of his electric vehicle company in trades on Tuesday and Wednesday.The first of the CEO’s sales were made on Tuesday, the filings showed. Tesla shares fell 12% that day.As the filings became public on Thursday night, Musk wrote on Twitter, “No further TSLA sales planned after today.” He made the remark in response to an account that heavily promotes Tesla stock, products and Musk on the social network.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086507013,"gmtCreate":1650466965229,"gmtModify":1676534730790,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"I see i see","listText":"I see i see","text":"I see i see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086507013","repostId":"2228947367","repostType":2,"repost":{"id":"2228947367","kind":"highlight","pubTimestamp":1650452424,"share":"https://ttm.financial/m/news/2228947367?lang=&edition=fundamental","pubTime":"2022-04-20 19:00","market":"us","language":"en","title":"2 Companies That Could Be Worth $1 Trillion by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2228947367","media":"Motley Fool","summary":"Fast-growing companies with large addressable markets make good candidates for the $1 trillion mark.","content":"<html><head></head><body><p>Not long ago, $1 trillion seemed like a near-impossible milestone for a publicly traded company.</p><p>As recently as 2018, there were no American companies worth $1 trillion. Today, there are five -- <b>Apple</b>, <b>Microsoft</b>, <b>Amazon</b>, <b>Alphabet</b>, and <b>Tesla</b> -- with the iPhone-maker leading the pack at a market cap of $2.8 trillion. Not long ago, there was a sixth trillion-dollar company, but Facebook-parent <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>&#39; </b>recent collapse has shaved its market value down to less than $600 billion.</p><p>There&#39;s no doubt that there will be more $1 trillion companies in the future, and some like Warren Buffett&#39;s <b>Berkshire Hathaway </b>are already knocking on the door. Keep reading to see why <b>Airbnb</b> and <b>Paypal</b> could also hit the 13-digit mark by the end of the decade.</p><h2>1. Airbnb</h2><p>Airbnb has disrupted the travel industry, making everyone&#39;s home into a potential hotel. The concept might have once seemed edgy, but it&#39;s gone mainstream in only a few years.</p><p>While Airbnb has competitors that also offer home-sharing like VRBO, the company&#39;s brand is synonymous with the business, and it&#39;s also different from many of its competitors because its accommodations are largely from individual hosts rather than professional short-term rental companies.</p><p>In order to reach a $1 trillion market cap, a company needs a large addressable market, and there&#39;s no question Airbnb has that. In its prospectus ahead of its IPO, the company estimated a $3.4 trillion addressable market between accommodations and experiences. Airbnb isn&#39;t going to kill the hotel industry, but market share in lodging is shifting steadily from traditional to apartments and home-sharing accommodations. The pandemic also added to Airbnb&#39;s advantage over hotels, as it can offer places to stay anywhere in the world, while traditional hotels tend to be clustered in downtowns, tourist areas, and airports, all of which have struggled over the last two years. Meanwhile, the rise of remote work should help fuel Airbnb&#39;s growth as well.</p><p>Airbnb is currently trading at a lofty valuation, but the company could grow its revenue by 20% annually over the next decade. That would give it $37 billion in revenue in a decade. That alone won&#39;t be enough to get the company to a $1 trillion valuation, but its margins are also ramping up quickly as its business model is scalable. Airbnb&#39;s EBITDA margin in 2021 was 26.7%. If that improves to 40% in ten years, the company would have $15 billion in EBITDA, meaning a $1 trillion valuation would price it at 67 times EBITDA. That&#39;s well within the company&#39;s reach if it executes on its vision for transforming the travel industry. Currently, Airbnb is worth roughly $100 billion.</p><h2>2. Paypal</h2><p><b>Paypal </b>( PYPL 3.06% ) pioneered online payments, and remains the leader of the industry. The company currently has a market cap of slightly more than $100 billion, but Paypal stock has fallen sharply in recent months amid the broader sell-off in growth stocks, down more than two thirds from its peak last summer.</p><p>Indeed, the company&#39;s growth rate is taking a breather after a pandemic-driven boom, but Paypal&#39;s long-term growth still makes it appealing. The company is forecasting 15%-17% revenue growth this year, or 19%-21% excluding <b>EBay</b>, which said last year it would stop using Paypal to pay its sellers.</p><p>Despite the loss of EBay, Paypal still has a number of tailwinds in its favor, including the growth of e-commerce, the movement of payments to digital channels, recent acquisitions like Venmo, and expanding its customer base. It recently became a payment option on <b>DoorDash</b>, for example, through both Paypal and Venmo, and is now used by DoorDash for some of its direct credit card processing.</p><p>The best reason though to bet on Paypal right now may be its valuation. Based on its adjusted earnings per share of $4.60 last year, the stock is trading at a price-to-earnings ratio of 21.7, which is cheaper than the S&amp;P 500&#39;s P/E multiple at 22.2. With 20% annual EPS growth over the next decade and modest multiple expansion, Paypal could hit the $1 trillion mark by 2030.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Companies That Could Be Worth $1 Trillion by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Companies That Could Be Worth $1 Trillion by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 19:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/20/3-companies-that-could-be-worth-1-trillion-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Not long ago, $1 trillion seemed like a near-impossible milestone for a publicly traded company.As recently as 2018, there were no American companies worth $1 trillion. Today, there are five -- Apple,...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/20/3-companies-that-could-be-worth-1-trillion-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","GOOG":"谷歌","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BRK.B":"伯克希尔B","BK4553":"喜马拉雅资本持仓","BRK.A":"伯克希尔","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)","ABNB":"爱彼迎","BK4566":"资本集团","PYPL":"PayPal","BK4525":"远程办公概念","BK4142":"酒店、度假村与豪华游轮","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4176":"多领域控股","BK4550":"红杉资本持仓","BK4514":"搜索引擎","BK4579":"人工智能","BK4551":"寇图资本持仓","BK4077":"互动媒体与服务","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓"},"source_url":"https://www.fool.com/investing/2022/04/20/3-companies-that-could-be-worth-1-trillion-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228947367","content_text":"Not long ago, $1 trillion seemed like a near-impossible milestone for a publicly traded company.As recently as 2018, there were no American companies worth $1 trillion. Today, there are five -- Apple, Microsoft, Amazon, Alphabet, and Tesla -- with the iPhone-maker leading the pack at a market cap of $2.8 trillion. Not long ago, there was a sixth trillion-dollar company, but Facebook-parent Meta Platforms' recent collapse has shaved its market value down to less than $600 billion.There's no doubt that there will be more $1 trillion companies in the future, and some like Warren Buffett's Berkshire Hathaway are already knocking on the door. Keep reading to see why Airbnb and Paypal could also hit the 13-digit mark by the end of the decade.1. AirbnbAirbnb has disrupted the travel industry, making everyone's home into a potential hotel. The concept might have once seemed edgy, but it's gone mainstream in only a few years.While Airbnb has competitors that also offer home-sharing like VRBO, the company's brand is synonymous with the business, and it's also different from many of its competitors because its accommodations are largely from individual hosts rather than professional short-term rental companies.In order to reach a $1 trillion market cap, a company needs a large addressable market, and there's no question Airbnb has that. In its prospectus ahead of its IPO, the company estimated a $3.4 trillion addressable market between accommodations and experiences. Airbnb isn't going to kill the hotel industry, but market share in lodging is shifting steadily from traditional to apartments and home-sharing accommodations. The pandemic also added to Airbnb's advantage over hotels, as it can offer places to stay anywhere in the world, while traditional hotels tend to be clustered in downtowns, tourist areas, and airports, all of which have struggled over the last two years. Meanwhile, the rise of remote work should help fuel Airbnb's growth as well.Airbnb is currently trading at a lofty valuation, but the company could grow its revenue by 20% annually over the next decade. That would give it $37 billion in revenue in a decade. That alone won't be enough to get the company to a $1 trillion valuation, but its margins are also ramping up quickly as its business model is scalable. Airbnb's EBITDA margin in 2021 was 26.7%. If that improves to 40% in ten years, the company would have $15 billion in EBITDA, meaning a $1 trillion valuation would price it at 67 times EBITDA. That's well within the company's reach if it executes on its vision for transforming the travel industry. Currently, Airbnb is worth roughly $100 billion.2. PaypalPaypal ( PYPL 3.06% ) pioneered online payments, and remains the leader of the industry. The company currently has a market cap of slightly more than $100 billion, but Paypal stock has fallen sharply in recent months amid the broader sell-off in growth stocks, down more than two thirds from its peak last summer.Indeed, the company's growth rate is taking a breather after a pandemic-driven boom, but Paypal's long-term growth still makes it appealing. The company is forecasting 15%-17% revenue growth this year, or 19%-21% excluding EBay, which said last year it would stop using Paypal to pay its sellers.Despite the loss of EBay, Paypal still has a number of tailwinds in its favor, including the growth of e-commerce, the movement of payments to digital channels, recent acquisitions like Venmo, and expanding its customer base. It recently became a payment option on DoorDash, for example, through both Paypal and Venmo, and is now used by DoorDash for some of its direct credit card processing.The best reason though to bet on Paypal right now may be its valuation. Based on its adjusted earnings per share of $4.60 last year, the stock is trading at a price-to-earnings ratio of 21.7, which is cheaper than the S&P 500's P/E multiple at 22.2. With 20% annual EPS growth over the next decade and modest multiple expansion, Paypal could hit the $1 trillion mark by 2030.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080132424,"gmtCreate":1649856831805,"gmtModify":1676534590826,"author":{"id":"4107139468876280","authorId":"4107139468876280","name":"Lolollol","avatar":"https://community-static.tradeup.com/news/a4d968ab8e2b9b550f55fe41dabc5845","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107139468876280","authorIdStr":"4107139468876280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>800","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>800","text":"$Tesla 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