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kiki88
11-27
$SUPER MICRO COMPUTER INC(SMCI)$
keep going up, hoping this wave can mitigate previous losses.
kiki88
11-25
$Rivian Automotive, Inc.(RIVN)$
kiki88
11-25
$SUPER MICRO COMPUTER INC(SMCI)$
up up up
kiki88
11-25
$SUPER MICRO COMPUTER INC(SMCI)$
kiki88
11-25
$XPeng Inc.(XPEV)$
kiki88
11-18
$SUPER MICRO COMPUTER INC(SMCI)$
kiki88
11-18
$Trump Media & Technology(DJT)$
kiki88
11-16
$Trump Media & Technology(DJT)$
kiki88
11-15
$SUPER MICRO COMPUTER INC(SMCI)$
kiki88
11-13
$Trump Media & Technology(DJT)$
kiki88
11-13
$SUPER MICRO COMPUTER INC(SMCI)$
still waiting for the shares rebounce...
kiki88
11-12
$Trump Media & Technology(DJT)$
kiki88
11-12
$SUPER MICRO COMPUTER INC(SMCI)$
looking forward the share rebounce soon...
kiki88
11-11
$Intel(INTC)$
looking forward the Chips Act funding..
kiki88
11-08
$NVIDIA Corp(NVDA)$
kiki88
10-14
$SUPER MICRO COMPUTER INC(SMCI)$
kiki88
10-14
$NVIDIA Corp(NVDA)$
kiki88
10-09
$SUPER MICRO COMPUTER INC(SMCI)$
kiki88
10-08
$SUPER MICRO COMPUTER INC(SMCI)$
kiki88
10-03
$XCHG Limited(XCH)$
Go to Tiger App to see more news
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rebounce...","text":"$SUPER MICRO COMPUTER INC(SMCI)$ still waiting for the shares rebounce...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370550799245376","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370183923896688,"gmtCreate":1731414872526,"gmtModify":1731415711800,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media & Technology(DJT)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media & Technology(DJT)$ </a><v-v data-views=\"1\"></v-v> ","text":"$Trump Media & Technology(DJT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370183923896688","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370196759441568,"gmtCreate":1731408203517,"gmtModify":1731408207200,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a><v-v data-views=\"1\"></v-v> looking forward the share rebounce soon...","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a><v-v data-views=\"1\"></v-v> looking forward the share rebounce soon...","text":"$SUPER MICRO COMPUTER INC(SMCI)$ looking forward the share rebounce soon...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370196759441568","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4121555381154902","authorId":"4121555381154902","name":"Strategy 1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"idStr":"4121555381154902","authorIdStr":"4121555381154902"},"content":"Eagerly awaiting news on filing extension . If it happens it will rebound","text":"Eagerly awaiting news on filing extension . If it happens it will rebound","html":"Eagerly awaiting news on filing extension . If it happens it will rebound"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369869670805688,"gmtCreate":1731322634350,"gmtModify":1731322638028,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ </a><v-v data-views=\"1\"></v-v> looking forward the Chips Act funding..","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$ </a><v-v data-views=\"1\"></v-v> looking forward the Chips Act funding..","text":"$Intel(INTC)$ looking forward the Chips Act 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Limited(XCH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355841083613232","isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9992337554,"gmtCreate":1661262399381,"gmtModify":1676536484526,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HSCS\">$Heart Test Laboratories, Inc.(HSCS)$</a>missed the chance to release the share when it hit above 200% 2 weeks ago.. haiz.","listText":"<a href=\"https://ttm.financial/S/HSCS\">$Heart Test Laboratories, Inc.(HSCS)$</a>missed the chance to release the share when it hit above 200% 2 weeks ago.. haiz.","text":"$Heart Test Laboratories, Inc.(HSCS)$missed the chance to release the share when it hit above 200% 2 weeks ago.. haiz.","images":[{"img":"https://community-static.tradeup.com/news/2f1d428d32856ff02580bd2081156e36","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9992337554","isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9997646227,"gmtCreate":1661812672471,"gmtModify":1676536581062,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"Oh my","listText":"Oh my","text":"Oh my","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997646227","repostId":"1153071272","repostType":4,"repost":{"id":"1153071272","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":1661785746,"share":"https://ttm.financial/m/news/1153071272?lang=&edition=fundamental","pubTime":"2022-08-29 23:09","market":"us","language":"en","title":"Semiconductor Stocks Slid in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1153071272","media":"Tiger Newspress","summary":"Semiconductor stocks slid in morning trading.Nvidia, Micron Technology, ASML, STM, Intel, AMD and Applied Materials fell between 1% and 3%.","content":"<html><head></head><body><p>Semiconductor stocks slid in morning trading.</p><p>Nvidia, Micron Technology, ASML, STM, Intel, AMD and Applied Materials fell between 1% and 3%.<img src=\"https://static.tigerbbs.com/ee49d63fecf47ec07571e054b05ec215\" tg-width=\"460\" tg-height=\"762\" 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>Semiconductor Stocks Slid in Morning Trading</title>\n<style 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23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks slid in morning trading.</p><p>Nvidia, Micron Technology, ASML, STM, Intel, AMD and Applied Materials fell between 1% and 3%.<img src=\"https://static.tigerbbs.com/ee49d63fecf47ec07571e054b05ec215\" tg-width=\"460\" tg-height=\"762\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153071272","content_text":"Semiconductor stocks slid in morning trading.Nvidia, Micron Technology, ASML, STM, Intel, AMD and Applied Materials fell between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995454585,"gmtCreate":1661505847551,"gmtModify":1676536531950,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"Oh my. 😑","listText":"Oh my. 😑","text":"Oh my. 😑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995454585","repostId":"1105502286","repostType":4,"repost":{"id":"1105502286","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by 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Its shares jumped 6.4% premarket.</li><li><a href=\"https://laohu8.com/S/ULTA\">Ulta Beauty</a>: The beauty-store chain reported higher revenue in the recent quarter than analysts had forecast. Its shares added 3% off hours.</li><li><a href=\"https://laohu8.com/S/WDAY\">Workday</a>: The cloud-software company's shares climbed 11% off hours after it reported higher subscription revenue and said it expects the momentum to continue in the current quarter.</li><li><a href=\"https://laohu8.com/S/AFRM\">Affirm</a>: The company posted a wider-than-expected loss for its fiscal Q4 and worse-than-projected outlook for fiscal 2023. Affirm shares plunged 15% in premarket trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a>: The computer-equipment maker reported upbeat earnings for its second quarter, while sales missed estimates.</li><p></p></ul></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>Affirm, Gap, Workday, Ulta Beauty And More: U.S. Stocks to Watch</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\">\nAffirm, Gap, Workday, Ulta Beauty And More: U.S. Stocks to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-08-26 17:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/GPS\">Gap</a>: The clothing retailer said its customers pulled back during the recent quarter because of rising fuel costs and other inflationary pressures, though its sales beat Wall Street forecasts. Its shares jumped 6.4% premarket.</li><li><a href=\"https://laohu8.com/S/ULTA\">Ulta Beauty</a>: The beauty-store chain reported higher revenue in the recent quarter than analysts had forecast. Its shares added 3% off hours.</li><li><a href=\"https://laohu8.com/S/WDAY\">Workday</a>: The cloud-software company's shares climbed 11% off hours after it reported higher subscription revenue and said it expects the momentum to continue in the current quarter.</li><li><a href=\"https://laohu8.com/S/AFRM\">Affirm</a>: The company posted a wider-than-expected loss for its fiscal Q4 and worse-than-projected outlook for fiscal 2023. Affirm shares plunged 15% in premarket trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a>: The computer-equipment maker reported upbeat earnings for its second quarter, while sales missed estimates.</li><p></p></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔","ULTA":"Ulta美容","WDAY":"Workday","AFRM":"Affirm Holdings, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105502286","content_text":"Gap: The clothing retailer said its customers pulled back during the recent quarter because of rising fuel costs and other inflationary pressures, though its sales beat Wall Street forecasts. Its shares jumped 6.4% premarket.Ulta Beauty: The beauty-store chain reported higher revenue in the recent quarter than analysts had forecast. Its shares added 3% off hours.Workday: The cloud-software company's shares climbed 11% off hours after it reported higher subscription revenue and said it expects the momentum to continue in the current quarter.Affirm: The company posted a wider-than-expected loss for its fiscal Q4 and worse-than-projected outlook for fiscal 2023. Affirm shares plunged 15% in premarket trading.Dell Technologies: The computer-equipment maker reported upbeat earnings for its second quarter, while sales missed estimates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042591582,"gmtCreate":1656493212046,"gmtModify":1676535840089,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"Where can release more positive news.. 🥴","listText":"Where can release more positive news.. 🥴","text":"Where can release more positive news.. 🥴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042591582","repostId":"1163422349","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041252342,"gmtCreate":1656062031186,"gmtModify":1676535761044,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"Waiting for Nvidia to spike","listText":"Waiting for Nvidia to spike","text":"Waiting for Nvidia to spike","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041252342","repostId":"2245275830","repostType":4,"repost":{"id":"2245275830","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":1656057522,"share":"https://ttm.financial/m/news/2245275830?lang=&edition=fundamental","pubTime":"2022-06-24 15:58","market":"us","language":"en","title":"Softbank's Son Says Nasdaq Listing Most Likely for Chip Designer Arm","url":"https://stock-news.laohu8.com/highlight/detail?id=2245275830","media":"Reuters","summary":"TOKYO, June 24 (Reuters) - SoftBank Group Corp's founder and Chief Executive Masayoshi Son on Friday","content":"<html><head></head><body><p>TOKYO, June 24 (Reuters) - SoftBank Group Corp's founder and Chief Executive Masayoshi Son on Friday reiterated the Japanese conglomerate was most likely to list British-based chip designer unit Arm on Nasdaq, while stressing no decision has been made.</p><p>"Most of Arm's clients are based in Silicon Valley and ... stock markets in the U.S. would love to have Arm," Son told shareholders at the company's annual general meeting.</p><p>Son said there were also requests to list Arm in London without elaborating on where they came from. The entrepreneur did not say whether the conglomerate is considering a secondary listing for Arm there.</p><p>The billionaire spent much of his presentation emphasising the business prospects for Arm, which the company has pivoted to listing following the collapse of an agreed sale to Nvidia.</p><p>The Cambridge-based firm was listed in Britain with a secondary listing in the United States prior to its acquisition by SoftBank in 2016 for $32 billion.</p><p>Arm is an important source of capital for SoftBank, which has borrowed $8 billion against the unit's shares, in addition to procuring $13.2 billion using shares in Chinese e-commerce giant Alibaba Group Holding Ltd in prepaid forward contracts.</p><p>Son is under pressure from shareholders as valuations of the high-growth stocks he favours as investment targets fall and interest rates rise, with SoftBank's Vision Fund unit reporting a record loss in May.</p><p>SoftBank's shares have fallen by around a third since last year's annual general meeting. Son called on shareholders to take the long view on the company.</p><p>"Peaches and chestnuts take three years and persimmons take eight years, even fruit takes that long," Son said, quoting a Japanese proverb. "I'm confident if you wait five to 10 years there will be something delicious."</p><p>More than 40 years after founding the company, Son asserted his continuing fitness for his role as one of Japan's highest profile business leaders, joking that even if he can no longer drive as far on the golf course, he still isn't losing games.</p><p>"I'm still full of enthusiasm, confidence and dreams," the 64-year-old told shareholders.</p><p>"It's only my hair that's in retreat," Son said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Softbank's Son Says Nasdaq Listing Most Likely for Chip Designer Arm</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\">\nSoftbank's Son Says Nasdaq Listing Most Likely for Chip Designer Arm\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-24 15:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TOKYO, June 24 (Reuters) - SoftBank Group Corp's founder and Chief Executive Masayoshi Son on Friday reiterated the Japanese conglomerate was most likely to list British-based chip designer unit Arm on Nasdaq, while stressing no decision has been made.</p><p>"Most of Arm's clients are based in Silicon Valley and ... stock markets in the U.S. would love to have Arm," Son told shareholders at the company's annual general meeting.</p><p>Son said there were also requests to list Arm in London without elaborating on where they came from. The entrepreneur did not say whether the conglomerate is considering a secondary listing for Arm there.</p><p>The billionaire spent much of his presentation emphasising the business prospects for Arm, which the company has pivoted to listing following the collapse of an agreed sale to Nvidia.</p><p>The Cambridge-based firm was listed in Britain with a secondary listing in the United States prior to its acquisition by SoftBank in 2016 for $32 billion.</p><p>Arm is an important source of capital for SoftBank, which has borrowed $8 billion against the unit's shares, in addition to procuring $13.2 billion using shares in Chinese e-commerce giant Alibaba Group Holding Ltd in prepaid forward contracts.</p><p>Son is under pressure from shareholders as valuations of the high-growth stocks he favours as investment targets fall and interest rates rise, with SoftBank's Vision Fund unit reporting a record loss in May.</p><p>SoftBank's shares have fallen by around a third since last year's annual general meeting. Son called on shareholders to take the long view on the company.</p><p>"Peaches and chestnuts take three years and persimmons take eight years, even fruit takes that long," Son said, quoting a Japanese proverb. "I'm confident if you wait five to 10 years there will be something delicious."</p><p>More than 40 years after founding the company, Son asserted his continuing fitness for his role as one of Japan's highest profile business leaders, joking that even if he can no longer drive as far on the golf course, he still isn't losing games.</p><p>"I'm still full of enthusiasm, confidence and dreams," the 64-year-old told shareholders.</p><p>"It's only my hair that's in retreat," Son said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SFTBY":"软银集团","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245275830","content_text":"TOKYO, June 24 (Reuters) - SoftBank Group Corp's founder and Chief Executive Masayoshi Son on Friday reiterated the Japanese conglomerate was most likely to list British-based chip designer unit Arm on Nasdaq, while stressing no decision has been made.\"Most of Arm's clients are based in Silicon Valley and ... stock markets in the U.S. would love to have Arm,\" Son told shareholders at the company's annual general meeting.Son said there were also requests to list Arm in London without elaborating on where they came from. The entrepreneur did not say whether the conglomerate is considering a secondary listing for Arm there.The billionaire spent much of his presentation emphasising the business prospects for Arm, which the company has pivoted to listing following the collapse of an agreed sale to Nvidia.The Cambridge-based firm was listed in Britain with a secondary listing in the United States prior to its acquisition by SoftBank in 2016 for $32 billion.Arm is an important source of capital for SoftBank, which has borrowed $8 billion against the unit's shares, in addition to procuring $13.2 billion using shares in Chinese e-commerce giant Alibaba Group Holding Ltd in prepaid forward contracts.Son is under pressure from shareholders as valuations of the high-growth stocks he favours as investment targets fall and interest rates rise, with SoftBank's Vision Fund unit reporting a record loss in May.SoftBank's shares have fallen by around a third since last year's annual general meeting. Son called on shareholders to take the long view on the company.\"Peaches and chestnuts take three years and persimmons take eight years, even fruit takes that long,\" Son said, quoting a Japanese proverb. \"I'm confident if you wait five to 10 years there will be something delicious.\"More than 40 years after founding the company, Son asserted his continuing fitness for his role as one of Japan's highest profile business leaders, joking that even if he can no longer drive as far on the golf course, he still isn't losing games.\"I'm still full of enthusiasm, confidence and dreams,\" the 64-year-old told shareholders.\"It's only my hair that's in retreat,\" Son said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370196759441568,"gmtCreate":1731408203517,"gmtModify":1731408207200,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a><v-v data-views=\"1\"></v-v> looking forward the share rebounce soon...","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a><v-v data-views=\"1\"></v-v> looking forward the share rebounce soon...","text":"$SUPER MICRO COMPUTER INC(SMCI)$ looking forward the share rebounce soon...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370196759441568","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4121555381154902","authorId":"4121555381154902","name":"Strategy 1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"idStr":"4121555381154902","authorIdStr":"4121555381154902"},"content":"Eagerly awaiting news on filing extension . If it happens it will rebound","text":"Eagerly awaiting news on filing extension . If it happens it will rebound","html":"Eagerly awaiting news on filing extension . If it happens it will rebound"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070810986,"gmtCreate":1657038540145,"gmtModify":1676535937095,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"Stay positive. 😂","listText":"Stay positive. 😂","text":"Stay positive. 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070810986","repostId":"1141060036","repostType":4,"repost":{"id":"1141060036","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":1657030258,"share":"https://ttm.financial/m/news/1141060036?lang=&edition=fundamental","pubTime":"2022-07-05 22:10","market":"us","language":"en","title":"Semiconductor Stocks Slipped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1141060036","media":"Tiger Newspress","summary":"Semiconductor stocks slipped in morning trading.Nvidia, TSMC, ASML, Micron, AMD, Intel, Qualcomm, Br","content":"<html><head></head><body><p>Semiconductor stocks slipped in morning trading.</p><p>Nvidia, TSMC, ASML, Micron, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, and STM fell between 1% and 6%.<img src=\"https://static.tigerbbs.com/95bb72db58ca2781dc528f0b92d22eab\" tg-width=\"479\" tg-height=\"771\" 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>Semiconductor Stocks Slipped in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Stocks Slipped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-05 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks slipped in morning trading.</p><p>Nvidia, TSMC, ASML, Micron, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, and STM fell between 1% and 6%.<img src=\"https://static.tigerbbs.com/95bb72db58ca2781dc528f0b92d22eab\" tg-width=\"479\" tg-height=\"771\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","QCOM":"高通","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","AMD":"美国超微公司","BK4561":"索罗斯持仓","NVDA":"英伟达","INTC":"英特尔","ASML":"阿斯麦","AMD.AU":"Arrow Minerals Ltd","BK4529":"IDC概念","03165":"华夏欧优股对冲","TSM":"台积电","BK4515":"5G概念","GFS":"GLOBALFOUNDRIES Inc.","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141060036","content_text":"Semiconductor stocks slipped in morning trading.Nvidia, TSMC, ASML, Micron, AMD, Intel, Qualcomm, Broadcom, and STM fell between 1% and 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936597603,"gmtCreate":1662779653702,"gmtModify":1676537139834,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"Well well well 😏","listText":"Well well well 😏","text":"Well well well 😏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9936597603","repostId":"1121193410","repostType":4,"repost":{"id":"1121193410","kind":"news","pubTimestamp":1662736920,"share":"https://ttm.financial/m/news/1121193410?lang=&edition=fundamental","pubTime":"2022-09-09 23:22","market":"us","language":"en","title":"Tesla Just Took A Stress Test And Passed It","url":"https://stock-news.laohu8.com/highlight/detail?id=1121193410","media":"Seeking Alpha","summary":"SummaryThe past two quarters represented a stress test for Tesla.It had to deal with a number of challenges, including limited production, shutdowns at its Shanghai factory, soaring costs, et al.Howev","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The past two quarters represented a stress test for Tesla.</li><li>It had to deal with a number of challenges, including limited production, shutdowns at its Shanghai factory, soaring costs, et al.</li><li>However, its June-quarter results topped expectations largely driven by a healthy ramp-up of total deliveries despite all the challenges.</li><li>It also demonstrated its pricing muscle and showed that its production has clearly passed the pivot point of the critical scale.</li><li>Going forward, I expect it to recoup its fixed cost at an even faster pace and benefit from the scale of production to a further degree.</li></ul><p><b>Thesis and Background</b></p><p>Tesla (NASDAQ: TSLA) essentially took a stress test in the past two quarters. And to investors’ relief, it passed the test. Although we look more closely (which we will in the next section), there are still some lingering issues in its scorecard. But overall, its June-quarter results topped expectations despite the multitude of challenges it faced in the first half of the year, including limited production and shutdowns at its factory in Shanghai for most of the quarter, ongoing supply-chain disruptions, and rising labor and raw materials cost. Despite all these challenges, revenues for the June quarter went up 42% YoY and the total deliveries reached almost 255K (a 27% increase YoY). Looking forward, management is targeting record production in the second half of the year.</p><p>At the same time, TSLA has also demonstrated its pricing muscle amid soaring inflation. Later in the article, you will see that the average unit sale price went up by almost 10% compared to the previous quarter and by more than 16% compared to the 4thquarter of 2021. Yet, customers are still flocking to buy its cars as quickly as it can make them.</p><p>Such pricing and the resilience of its integrated production system form a powerful combination. Moreover, its production has clearly passed the pivot point of the critical scale. As the Gigafactories in Austin and Berlin continue to ramp up, I expect it to recoup its fixed cost at an even faster pace and benefit from the scale of production to a further degree as elaborated on next immediately.</p><p><b>TSLA’s stress test</b></p><p>The following chart illustrates the nature of the stress test that Tesla just took in the past two quarters. This chart shows the average CFO (cash from operations) per vehicle and also the average unit price per vehicle since 2015. To set the background, you can see very clearly that Tesla has passed the pivot point of critical scale around 2018. Since 2015, it was able to make an improving profit per vehicle while the unit price (i.e., the price tag on each vehicle) has actually been DECLINING. The average price tag for a TSLA vehicle was around $80.9K back in 2015 (when one of my friends joked that it was like driving a piece of jewelry with limited range). The average price declined to $57.5K in 2021, while the net profits soared during the same period, as you can see. And the net profit turned positive in 2018, a clear indicator of passing the breakeven point.</p><p>Then came the stress test in 2022. Due to all of the above-mentioned challenges, the business had to increase the unit price from an average of $57.5K per vehicle in 2021 to $66.5K in Q2 of 2022, a price increase of 15.6%. It is undoubtedly good news that the business has the pricing power to increase the price at such a substantial magnitude. However, the bad news is that the price increase itself is not sufficient to overcome the inflation cost, raw materials, et al. As a result, the net profit per vehicle actually decreased as seen. The average CFO per vehicle reached a peak of $12.2K in 2021 and declined to $9.23K in Q2 2022, a decline of more than 25%.</p><p>So overall, it turned in a good scorecard with some lingering issues, and we will examine these issues more next.</p><p><img src=\"https://static.tigerbbs.com/8e7881b443d2c420626b971f109ca311\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"/></p><p>Author based on Seeking Alpha data</p><p><b>TSLA’s fixed cost and variable cost</b></p><p>For a production business like TSLA, the basic economics are well-understood and shown in the following chart taken from <i>A Modern Approach to Graham and Dodd Investing</i> by Thomas P. Au. As also explained in the book,</p><blockquote><i>Profit is a function of volume, price, and cost, as shown in the next figure. Costs come in two varieties, fixed costs and the variable cost (shown as F and M * V in the figure, where M is the marginal cost of producing an additional unit and V is the production volume). Fix costs include things like plant and equipment (especially the depreciation thereon) and also most capital costs (such as interest expenses). Fixed costs were incurred upfront and do not vary with the level of output. A production business has to first pass the breakeven point to make a profit. After it breaks the critical volume of sales, the fixed costs are spread out on more and more units and profit margins will improve.</i></blockquote><p><img src=\"https://static.tigerbbs.com/f5c669923352cb292c185f41f4ea4fd9\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>A Modern Approach to Graham and Dodd Investing by Thomas P. Au</p><p>The next chart shows how these dynamics are playing out at TSLA. The chart shows my estimates of TSLA’s fixed cost and variable costs. The plot is made in double-logarithmic scales. The blue line shows its total revenue and the orange line shows my best fit to the model above based on its actual data.</p><p>You can see again that the break-even point occurred somewhere close to 100K vehicles (where the blue line and orange intersect). And in reality, its total vehicle deliveries exceeded 100K for the first time in 2017, corroborating the validity of the fit. By calculating the slope of the orange line, we can also determine the variable cost to be about $42,000 per vehicle for TSLA. By extrapolating the orange line to the left, you could see that the fixed cost is about $2 billion. Moreover, by extrapolating the orange line all the way to 1M vehicle delivery (which it aims to reach this year), we can project the fixed cost, the variable cost, and also the profit (i.e., the difference between the blue and orange lines).</p><p>Under a double-log scale, the difference is hard to see. So, in the next section, I will tabulate these numbers and project them into the next few years also.</p><p><img src=\"https://static.tigerbbs.com/5520e0e03cd80a27fd4c847f92439068\" tg-width=\"640\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p><b>TSLA Stock’s profit and return projections</b></p><p>This next table repeats the same information that I obtained from the fitting (especially, the average fixed cost, variable cost, and net profit per vehicle) shown in the chart above. Except it is presented in a tabular form this time.</p><p>Based on these parameters, we can also make projections about the TSLA’s revenues and profits going forward. To summarize, the key parameters are: A) the variable cost per vehicle is $42,000; and B) a fixed cost of $2B. Finally, I also made the assumption that: A) the operating expenses are 13% of total sales, which is consistent with its current levels; B) it can maintain the current average vehicle price tag of $66,000; and C) its annual production would grow at 30% CAGR.</p><p>As can be seen, based on these projections. Its total revenues are projected to reach about $188B. The projection is quite close to the consensus estimate of $191B in 2026 as shown below. Assuming the consensus estimates are reached by other independent methods, such agreement serves as another good sign of the validity of the above model and fitting. And a fundamental understanding of its variable cost and fixed cost can provide us with powerful insights into its profit drivers and understand future returns.</p><p>For example, right now, there is no doubt that the business is expensively valued. However, with the above fixed cost and variable cost, the table shows that it can benefit from the scale of production to a further degree going forward. Total revenues are projected to reach $188B in 2026 and EBITDA earnings are projected to reach $45B by 2026. Under the current price, price to sales ratio would be about 5.1x in 2026, the EV/sales ratio about 5.2x, and the EV/EBITDA ratio about 21x. The P/S and EV/S ratios would not be that different from the overall market by then.</p><p><img src=\"https://static.tigerbbs.com/98d10ac6399c754be5f519058eac954f\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/></p><p>Author: TSLA’s profit and return projections</p><p><img src=\"https://static.tigerbbs.com/fcc4fe07e1d74f5be8ebf212d915aeb0\" tg-width=\"640\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Final thoughts and risks</b></p><p>To recap, I see the past two quarters as a stress test on Tesla and I further see it passed the test. There should no longer be any doubt about its profitability, production resilience, and pricing power after this test. Going forward, a few catalysts could further boost its profitability in the near future. As the Shanghai Gigafactory resumes operation and factories in Austin and Berlin continue to ramp up, I expect it to recoup its fixed cost at an even faster pace and benefit from the scale of production to a further degree. Its recent advancements in full self-driving software add further optionality and upward potential for shareholders.</p><p>However, there are a few lingering issues on its scorecard. The price increase itself was not sufficient to overcome the rising costs. Profit per vehicle actually decreased by more than 25% despite an almost 16% increase in the average sales price tag per vehicle. Going forward, I see such cost control (raw materials, labor, and general inflation) challenges to persist. And finally, it is just in general difficult to predict things that grow at fast rates, which is an inherent risk with nonlinear stocks like TSLA. TSLA management repeatedly mentioned its goal and confidence of growing deliveries at 50% annual rates, while other sources’ estimates are all over the place. For example, Morning Star analysis assumes Tesla only delivers around 5.7 million vehicles by 2030, well below management’s target. While Cathie Wood believes (or believed) that Tesla can sell 20m vehicles a year by 2025. You can see such variance (and hence risks) by the huge difference in the low and high ends of the consensus estimates below. The variance is more than 2x by 2024, more than 3x by 2025, and almost 4x by 2026.</p><p><img src=\"https://static.tigerbbs.com/3880cc09103624085d81075fe424881e\" tg-width=\"640\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</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 Just Took A Stress Test And Passed It</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 Just Took A Stress Test And Passed It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-09 23:22 GMT+8 <a href=https://seekingalpha.com/article/4539874-tesla-stock-stress-test-passed?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe past two quarters represented a stress test for Tesla.It had to deal with a number of challenges, including limited production, shutdowns at its Shanghai factory, soaring costs, et al....</p>\n\n<a href=\"https://seekingalpha.com/article/4539874-tesla-stock-stress-test-passed?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4539874-tesla-stock-stress-test-passed?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121193410","content_text":"SummaryThe past two quarters represented a stress test for Tesla.It had to deal with a number of challenges, including limited production, shutdowns at its Shanghai factory, soaring costs, et al.However, its June-quarter results topped expectations largely driven by a healthy ramp-up of total deliveries despite all the challenges.It also demonstrated its pricing muscle and showed that its production has clearly passed the pivot point of the critical scale.Going forward, I expect it to recoup its fixed cost at an even faster pace and benefit from the scale of production to a further degree.Thesis and BackgroundTesla (NASDAQ: TSLA) essentially took a stress test in the past two quarters. And to investors’ relief, it passed the test. Although we look more closely (which we will in the next section), there are still some lingering issues in its scorecard. But overall, its June-quarter results topped expectations despite the multitude of challenges it faced in the first half of the year, including limited production and shutdowns at its factory in Shanghai for most of the quarter, ongoing supply-chain disruptions, and rising labor and raw materials cost. Despite all these challenges, revenues for the June quarter went up 42% YoY and the total deliveries reached almost 255K (a 27% increase YoY). Looking forward, management is targeting record production in the second half of the year.At the same time, TSLA has also demonstrated its pricing muscle amid soaring inflation. Later in the article, you will see that the average unit sale price went up by almost 10% compared to the previous quarter and by more than 16% compared to the 4thquarter of 2021. Yet, customers are still flocking to buy its cars as quickly as it can make them.Such pricing and the resilience of its integrated production system form a powerful combination. Moreover, its production has clearly passed the pivot point of the critical scale. As the Gigafactories in Austin and Berlin continue to ramp up, I expect it to recoup its fixed cost at an even faster pace and benefit from the scale of production to a further degree as elaborated on next immediately.TSLA’s stress testThe following chart illustrates the nature of the stress test that Tesla just took in the past two quarters. This chart shows the average CFO (cash from operations) per vehicle and also the average unit price per vehicle since 2015. To set the background, you can see very clearly that Tesla has passed the pivot point of critical scale around 2018. Since 2015, it was able to make an improving profit per vehicle while the unit price (i.e., the price tag on each vehicle) has actually been DECLINING. The average price tag for a TSLA vehicle was around $80.9K back in 2015 (when one of my friends joked that it was like driving a piece of jewelry with limited range). The average price declined to $57.5K in 2021, while the net profits soared during the same period, as you can see. And the net profit turned positive in 2018, a clear indicator of passing the breakeven point.Then came the stress test in 2022. Due to all of the above-mentioned challenges, the business had to increase the unit price from an average of $57.5K per vehicle in 2021 to $66.5K in Q2 of 2022, a price increase of 15.6%. It is undoubtedly good news that the business has the pricing power to increase the price at such a substantial magnitude. However, the bad news is that the price increase itself is not sufficient to overcome the inflation cost, raw materials, et al. As a result, the net profit per vehicle actually decreased as seen. The average CFO per vehicle reached a peak of $12.2K in 2021 and declined to $9.23K in Q2 2022, a decline of more than 25%.So overall, it turned in a good scorecard with some lingering issues, and we will examine these issues more next.Author based on Seeking Alpha dataTSLA’s fixed cost and variable costFor a production business like TSLA, the basic economics are well-understood and shown in the following chart taken from A Modern Approach to Graham and Dodd Investing by Thomas P. Au. As also explained in the book,Profit is a function of volume, price, and cost, as shown in the next figure. Costs come in two varieties, fixed costs and the variable cost (shown as F and M * V in the figure, where M is the marginal cost of producing an additional unit and V is the production volume). Fix costs include things like plant and equipment (especially the depreciation thereon) and also most capital costs (such as interest expenses). Fixed costs were incurred upfront and do not vary with the level of output. A production business has to first pass the breakeven point to make a profit. After it breaks the critical volume of sales, the fixed costs are spread out on more and more units and profit margins will improve.A Modern Approach to Graham and Dodd Investing by Thomas P. AuThe next chart shows how these dynamics are playing out at TSLA. The chart shows my estimates of TSLA’s fixed cost and variable costs. The plot is made in double-logarithmic scales. The blue line shows its total revenue and the orange line shows my best fit to the model above based on its actual data.You can see again that the break-even point occurred somewhere close to 100K vehicles (where the blue line and orange intersect). And in reality, its total vehicle deliveries exceeded 100K for the first time in 2017, corroborating the validity of the fit. By calculating the slope of the orange line, we can also determine the variable cost to be about $42,000 per vehicle for TSLA. By extrapolating the orange line to the left, you could see that the fixed cost is about $2 billion. Moreover, by extrapolating the orange line all the way to 1M vehicle delivery (which it aims to reach this year), we can project the fixed cost, the variable cost, and also the profit (i.e., the difference between the blue and orange lines).Under a double-log scale, the difference is hard to see. So, in the next section, I will tabulate these numbers and project them into the next few years also.AuthorTSLA Stock’s profit and return projectionsThis next table repeats the same information that I obtained from the fitting (especially, the average fixed cost, variable cost, and net profit per vehicle) shown in the chart above. Except it is presented in a tabular form this time.Based on these parameters, we can also make projections about the TSLA’s revenues and profits going forward. To summarize, the key parameters are: A) the variable cost per vehicle is $42,000; and B) a fixed cost of $2B. Finally, I also made the assumption that: A) the operating expenses are 13% of total sales, which is consistent with its current levels; B) it can maintain the current average vehicle price tag of $66,000; and C) its annual production would grow at 30% CAGR.As can be seen, based on these projections. Its total revenues are projected to reach about $188B. The projection is quite close to the consensus estimate of $191B in 2026 as shown below. Assuming the consensus estimates are reached by other independent methods, such agreement serves as another good sign of the validity of the above model and fitting. And a fundamental understanding of its variable cost and fixed cost can provide us with powerful insights into its profit drivers and understand future returns.For example, right now, there is no doubt that the business is expensively valued. However, with the above fixed cost and variable cost, the table shows that it can benefit from the scale of production to a further degree going forward. Total revenues are projected to reach $188B in 2026 and EBITDA earnings are projected to reach $45B by 2026. Under the current price, price to sales ratio would be about 5.1x in 2026, the EV/sales ratio about 5.2x, and the EV/EBITDA ratio about 21x. The P/S and EV/S ratios would not be that different from the overall market by then.Author: TSLA’s profit and return projectionsSeeking AlphaFinal thoughts and risksTo recap, I see the past two quarters as a stress test on Tesla and I further see it passed the test. There should no longer be any doubt about its profitability, production resilience, and pricing power after this test. Going forward, a few catalysts could further boost its profitability in the near future. As the Shanghai Gigafactory resumes operation and factories in Austin and Berlin continue to ramp up, I expect it to recoup its fixed cost at an even faster pace and benefit from the scale of production to a further degree. Its recent advancements in full self-driving software add further optionality and upward potential for shareholders.However, there are a few lingering issues on its scorecard. The price increase itself was not sufficient to overcome the rising costs. Profit per vehicle actually decreased by more than 25% despite an almost 16% increase in the average sales price tag per vehicle. Going forward, I see such cost control (raw materials, labor, and general inflation) challenges to persist. And finally, it is just in general difficult to predict things that grow at fast rates, which is an inherent risk with nonlinear stocks like TSLA. TSLA management repeatedly mentioned its goal and confidence of growing deliveries at 50% annual rates, while other sources’ estimates are all over the place. For example, Morning Star analysis assumes Tesla only delivers around 5.7 million vehicles by 2030, well below management’s target. While Cathie Wood believes (or believed) that Tesla can sell 20m vehicles a year by 2025. You can see such variance (and hence risks) by the huge difference in the low and high ends of the consensus estimates below. The variance is more than 2x by 2024, more than 3x by 2025, and almost 4x by 2026.Seeking Alpha","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902649577,"gmtCreate":1659695896902,"gmtModify":1704784774971,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"Useful info.","listText":"Useful info.","text":"Useful info.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902649577","repostId":"1151284770","repostType":4,"repost":{"id":"1151284770","kind":"news","pubTimestamp":1659713272,"share":"https://ttm.financial/m/news/1151284770?lang=&edition=fundamental","pubTime":"2022-08-05 23:27","market":"us","language":"en","title":"Warren Buffett's Secret Portfolio Has 95% of Its Assets in These 2 Sectors","url":"https://stock-news.laohu8.com/highlight/detail?id=1151284770","media":"Motley Fool","summary":"KEY POINTSThe Oracle of Omaha has a nose for making money, as evidenced by the 20.1% average annual ","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>The Oracle of Omaha has a nose for making money, as evidenced by the 20.1% average annual return for his company's stock since 1965.</li><li>As a result of an acquisition in 1998, Berkshire Hathaway owns an investment company with $6.3 billion in assets under management.</li><li>This "hidden" portfolio is highly concentrated.</li></ul><p>Berkshire Hathaway's $6.3 billion hidden portfolio has piled nearly all of its capital into two sectors.</p><p>Few investors have a more impressive track record than <b>Berkshire Hathaway</b> (BRK.A) (BRK.B) CEO Warren Buffett. In the 57 years he's held the reins at Berkshire, he's led his company's Class A shares (BRK.A) to an average annual return of 20.1%, which equates to an aggregate return of more than 3,600,000%.</p><p>Buffett's success as an investor is due tomyriad factors, including a willingness to hold investments for long periods of time, as well as his love of cyclical companies and dividend stocks.</p><p>But something you may not know about the Oracle of Omaha is that he has a secret portfolio containing $6.3 billion in assets under management, as of March 31, 2022. While it's relatively easy to follow Buffett's trading activity via 13F filings with the Securities and Exchange Commission, you won't find these holdings in Berkshire's 13F filing.</p><p>In 1998, Buffett's company acquired insurer General Re for $22 billion. While the prized asset of the General Re buyout was the company's reinsurance operations, General Re also controlled specialty investment firm New England Asset Management (NEAM).</p><p>To be perfectly clear, Warren Buffett and the investing team making the decisions for Berkshire Hathaway's more than $350 billion investment portfolio don't oversee NEAM's $6.3 billion investment portfolio. Nevertheless, New England Asset Management is an owned entity of Buffett's company. This means the assets held in NEAM's investment portfolio are, ultimately, "owned" by the Oracle of Omaha.</p><p>With $6.3 billion in assets under management, New England Asset Management is required to file a 13F just like its parent company. But unlike Berkshire Hathaway, NEAM has its fingers in more than three times as many securities as Berkshire (52 for Berkshire, compared to more than 160 for NEAM).</p><p>What's similar is that Buffett's secret portfolio has invested the vast majority of its assets into a small concentration of sectors. In New England Asset Management's case, 95% of its assets are invested in just the following two sectors.</p><h3>Technology: 57.49% of invested assets</h3><p>The sector Warren Buffett's secret portfolio unquestionably favors the most is information technology. In total, NEAM has positions in 17 different tech stocks, including software behemoth <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, semiconductor solutions-specialist <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, payroll solutions-provider <a href=\"https://laohu8.com/S/PAYX\">Paychex</a>, and legacy stalwarts like HP and <a href=\"https://laohu8.com/S/IBM\">IBM</a>.</p><p>But here's the jaw-dropping stat that really defines New England Asset Management's "love of tech." Out of the 57.49% of assets invested in information technology at the end of March, virtually all of it (56.62%) was tied up in <a href=\"https://laohu8.com/S/AAPL\">Apple </a>. This means the other 16 tech stocks held by NEAM make up just 0.87% of invested assets, on a combined basis!</p><p>There's certainly something to be said about Berkshire Hathaway and New England Asset Management sharing their largest positions. Then again, Apple has given investors an abundance of reasons to trust in the company over the long run.</p><p>To begin with, Apple is arguably the most valuable and recognized brand in the world. Earlier this year, Brand Finance labeled Apple as the world's most valuable brand for a second consecutive year. Brand Finance cited the company's range of services, its bolstered privacy and environmental push, and its diversified product line as reasons for hanging onto the top spot among global brands.</p><p>Innovation is another reason Apple has been such a superstar for the investing community. Since Apple introduced a 5G-capable version of its iPhone in the fourth quarter of 2020, its U.S. smartphone market share has held at 50% or above in 5 out of 6 quarters, according to Counterpoint Research.</p><p>But it's not just product innovation that's driving results. Apple CEO Tim Cook is overseeing an ongoing transition of his company to a service-oriented business. A subscription-driven model should help boost long-term operating margins and lessen the bumpiness often associated with product-replacement cycles. Keep in mind that Apple isn't abandoning the product line that brought it fame. The company is simply evolving in order to grow.</p><p>Apple is also in a league of its own when it comes to capital-return programs. In addition to returning more than $14 billion a year to investors in the form of a dividend, the company has repurchased close to $520 billion worth of its common stock since initiating a buyback program in 2013. That's not pocket change, and it's an easy way to get the attention of Warren Buffet and New England Asset Management's investment-portfolio managers.</p><h2>Financials: 37.45% of invested assets</h2><p>The second sector that New England Asset Management has absolutely piled into is (drum roll) financials! Did you expect anything else from a company with an insurance-based background?</p><p>As a whole, NEAM holds stakes in 51 financial securities. I say "securities," because NEAM invests in stocks, exchange-traded funds, and preferred stock. But once again, only a small handful of these investments account for the lion's share of the 37.45% of invested assets tied up in financial stocks. This includes <a href=\"https://laohu8.com/S/USB\">U.S. Bancorp </a>, <a href=\"https://laohu8.com/S/BAC\">Bank of America </a>, the SPDR S&P 500 ETF, and the Bank of New York Mellon.</p><p>Together, these four securities account for 32.98% of the 37.45% in financial sector-invested assets. You might note that Berkshire Hathaway has stakes in all four of these financial securities, too, in its portfolio.</p><p>Regional bank U.S. Bancorp and money-center giant Bank of America each make up about 14.9% of invested assets (29.8% on a combined basis). When held for long periods of time, bank stocks benefit from the disproportionately longer period of time the U.S. economy spends expanding, relative to contracting.</p><p>Although downturns are inevitable, the U.S. economy naturally expands over time. That allows U.S. Bancorp and Bank of America to grow their loans and deposits.</p><p>Bank of America and U.S. Bancorp are also benefiting from a combination of rising interest rates and digitization investments. The former noted in its June-ended quarterly investor presentation that a 100 basis-point parallel shift in the interest-rate yield curve would generate an estimated $5 billion in added net-interest income over 12 months.</p><p>Meanwhile, U.S. Bancorp has set the standard for digital engagement. It ended June with 82% of its active customers banking digitally and had 64% of total sales completed online or via its app. Since digital transactions cost a fraction of what in-person or phone-based transactions do, this digital push is helping boost U.S. Bancorp's efficiency.</p><p>Financials may not be the sexiest place to put your money to work, but they have all the tools to take advantage of a steadily growing economy over the long term.</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>Warren Buffett's Secret Portfolio Has 95% of Its Assets in These 2 Sectors</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\">\nWarren Buffett's Secret Portfolio Has 95% of Its Assets in These 2 Sectors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-05 23:27 GMT+8 <a href=https://www.fool.com/investing/2022/08/05/warren-buffett-secret-portfolio-95-assets-2-sector/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe Oracle of Omaha has a nose for making money, as evidenced by the 20.1% average annual return for his company's stock since 1965.As a result of an acquisition in 1998, Berkshire Hathaway ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/05/warren-buffett-secret-portfolio-95-assets-2-sector/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","IBM":"IBM","PAYX":"沛齐","AAPL":"苹果","BRK.A":"伯克希尔","HPQ":"惠普"},"source_url":"https://www.fool.com/investing/2022/08/05/warren-buffett-secret-portfolio-95-assets-2-sector/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151284770","content_text":"KEY POINTSThe Oracle of Omaha has a nose for making money, as evidenced by the 20.1% average annual return for his company's stock since 1965.As a result of an acquisition in 1998, Berkshire Hathaway owns an investment company with $6.3 billion in assets under management.This \"hidden\" portfolio is highly concentrated.Berkshire Hathaway's $6.3 billion hidden portfolio has piled nearly all of its capital into two sectors.Few investors have a more impressive track record than Berkshire Hathaway (BRK.A) (BRK.B) CEO Warren Buffett. In the 57 years he's held the reins at Berkshire, he's led his company's Class A shares (BRK.A) to an average annual return of 20.1%, which equates to an aggregate return of more than 3,600,000%.Buffett's success as an investor is due tomyriad factors, including a willingness to hold investments for long periods of time, as well as his love of cyclical companies and dividend stocks.But something you may not know about the Oracle of Omaha is that he has a secret portfolio containing $6.3 billion in assets under management, as of March 31, 2022. While it's relatively easy to follow Buffett's trading activity via 13F filings with the Securities and Exchange Commission, you won't find these holdings in Berkshire's 13F filing.In 1998, Buffett's company acquired insurer General Re for $22 billion. While the prized asset of the General Re buyout was the company's reinsurance operations, General Re also controlled specialty investment firm New England Asset Management (NEAM).To be perfectly clear, Warren Buffett and the investing team making the decisions for Berkshire Hathaway's more than $350 billion investment portfolio don't oversee NEAM's $6.3 billion investment portfolio. Nevertheless, New England Asset Management is an owned entity of Buffett's company. This means the assets held in NEAM's investment portfolio are, ultimately, \"owned\" by the Oracle of Omaha.With $6.3 billion in assets under management, New England Asset Management is required to file a 13F just like its parent company. But unlike Berkshire Hathaway, NEAM has its fingers in more than three times as many securities as Berkshire (52 for Berkshire, compared to more than 160 for NEAM).What's similar is that Buffett's secret portfolio has invested the vast majority of its assets into a small concentration of sectors. In New England Asset Management's case, 95% of its assets are invested in just the following two sectors.Technology: 57.49% of invested assetsThe sector Warren Buffett's secret portfolio unquestionably favors the most is information technology. In total, NEAM has positions in 17 different tech stocks, including software behemoth Microsoft, semiconductor solutions-specialist Broadcom, payroll solutions-provider Paychex, and legacy stalwarts like HP and IBM.But here's the jaw-dropping stat that really defines New England Asset Management's \"love of tech.\" Out of the 57.49% of assets invested in information technology at the end of March, virtually all of it (56.62%) was tied up in Apple . This means the other 16 tech stocks held by NEAM make up just 0.87% of invested assets, on a combined basis!There's certainly something to be said about Berkshire Hathaway and New England Asset Management sharing their largest positions. Then again, Apple has given investors an abundance of reasons to trust in the company over the long run.To begin with, Apple is arguably the most valuable and recognized brand in the world. Earlier this year, Brand Finance labeled Apple as the world's most valuable brand for a second consecutive year. Brand Finance cited the company's range of services, its bolstered privacy and environmental push, and its diversified product line as reasons for hanging onto the top spot among global brands.Innovation is another reason Apple has been such a superstar for the investing community. Since Apple introduced a 5G-capable version of its iPhone in the fourth quarter of 2020, its U.S. smartphone market share has held at 50% or above in 5 out of 6 quarters, according to Counterpoint Research.But it's not just product innovation that's driving results. Apple CEO Tim Cook is overseeing an ongoing transition of his company to a service-oriented business. A subscription-driven model should help boost long-term operating margins and lessen the bumpiness often associated with product-replacement cycles. Keep in mind that Apple isn't abandoning the product line that brought it fame. The company is simply evolving in order to grow.Apple is also in a league of its own when it comes to capital-return programs. In addition to returning more than $14 billion a year to investors in the form of a dividend, the company has repurchased close to $520 billion worth of its common stock since initiating a buyback program in 2013. That's not pocket change, and it's an easy way to get the attention of Warren Buffet and New England Asset Management's investment-portfolio managers.Financials: 37.45% of invested assetsThe second sector that New England Asset Management has absolutely piled into is (drum roll) financials! Did you expect anything else from a company with an insurance-based background?As a whole, NEAM holds stakes in 51 financial securities. I say \"securities,\" because NEAM invests in stocks, exchange-traded funds, and preferred stock. But once again, only a small handful of these investments account for the lion's share of the 37.45% of invested assets tied up in financial stocks. This includes U.S. Bancorp , Bank of America , the SPDR S&P 500 ETF, and the Bank of New York Mellon.Together, these four securities account for 32.98% of the 37.45% in financial sector-invested assets. You might note that Berkshire Hathaway has stakes in all four of these financial securities, too, in its portfolio.Regional bank U.S. Bancorp and money-center giant Bank of America each make up about 14.9% of invested assets (29.8% on a combined basis). When held for long periods of time, bank stocks benefit from the disproportionately longer period of time the U.S. economy spends expanding, relative to contracting.Although downturns are inevitable, the U.S. economy naturally expands over time. That allows U.S. Bancorp and Bank of America to grow their loans and deposits.Bank of America and U.S. Bancorp are also benefiting from a combination of rising interest rates and digitization investments. The former noted in its June-ended quarterly investor presentation that a 100 basis-point parallel shift in the interest-rate yield curve would generate an estimated $5 billion in added net-interest income over 12 months.Meanwhile, U.S. Bancorp has set the standard for digital engagement. It ended June with 82% of its active customers banking digitally and had 64% of total sales completed online or via its app. Since digital transactions cost a fraction of what in-person or phone-based transactions do, this digital push is helping boost U.S. Bancorp's efficiency.Financials may not be the sexiest place to put your money to work, but they have all the tools to take advantage of a steadily growing economy over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042593417,"gmtCreate":1656493038639,"gmtModify":1676535840065,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"Sad...","listText":"Sad...","text":"Sad...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042593417","repostId":"1163422349","repostType":4,"repost":{"id":"1163422349","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":1656489641,"share":"https://ttm.financial/m/news/1163422349?lang=&edition=fundamental","pubTime":"2022-06-29 16:00","market":"sg","language":"en","title":"Nio Shares Slipped 6% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1163422349","media":"Tiger Newspress","summary":"Nio shares slipped 6% in premarket trading.Short-seller Grizzly Research on Wednesday published a be","content":"<html><head></head><body><p>Nio shares slipped 6% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/08ad9cf137cde94182f3c6b415d3f4ae\" tg-width=\"833\" tg-height=\"820\" width=\"100%\" height=\"auto\"/>Short-seller Grizzly Research on Wednesday published a bearish report on Nio, alleging the EV maker was inflating its revenue and profitability. Nio told CnEVPost that the report was full of inaccuracies and misinterpretations.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Shares Slipped 6% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Shares Slipped 6% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-29 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nio shares slipped 6% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/08ad9cf137cde94182f3c6b415d3f4ae\" tg-width=\"833\" tg-height=\"820\" width=\"100%\" height=\"auto\"/>Short-seller Grizzly Research on Wednesday published a bearish report on Nio, alleging the EV maker was inflating its revenue and profitability. Nio told CnEVPost that the report was full of inaccuracies and misinterpretations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163422349","content_text":"Nio shares slipped 6% in premarket trading.Short-seller Grizzly Research on Wednesday published a bearish report on Nio, alleging the EV maker was inflating its revenue and profitability. Nio told CnEVPost that the report was full of inaccuracies and misinterpretations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046738088,"gmtCreate":1656383591944,"gmtModify":1676535819176,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"Waiting for some good news.. 😑","listText":"Waiting for some good news.. 😑","text":"Waiting for some good news.. 😑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046738088","repostId":"1178807374","repostType":4,"repost":{"id":"1178807374","kind":"news","pubTimestamp":1656381850,"share":"https://ttm.financial/m/news/1178807374?lang=&edition=fundamental","pubTime":"2022-06-28 10:04","market":"hk","language":"en","title":"EV Stocks TSLA, NIO, RIVN See Price Targets Slashed","url":"https://stock-news.laohu8.com/highlight/detail?id=1178807374","media":"InvestorPlace","summary":"Electric vehicle (EV) stocks are slipping on price target cuts today.Tesla(TSLA), Nio(NIO), and Rivi","content":"<html><head></head><body><ul><li>Electric vehicle (EV) stocks are slipping on price target cuts today.</li><li><b>Tesla</b>(<b><u>TSLA</u></b>), <b>Nio</b>(<b><u>NIO</u></b>), and <b>Rivian</b>(<b><u>RIVN</u></b>) are included in this.</li><li>Mizuho analyst Vijay Rakesh is behind the cuts.</li></ul><p>Electric vehicle (EV) stocks are in the news today after Mizuho analyst Vijay Rakeshweighed in on several companies in the space.</p><p>Rakesh believes that EV companies are going to continue facing troubles out of China. That’s due to ongoing lockdowns in Shanghai as a result of Covid-19 cases. The analyst believes this will result in supply chain issues that could affect EV deliveries.</p><p>Let’s go over how this had the Mizuho analyst changing their stance on a few EV stocks today!</p><p><b>EV Stocks on the Move</b></p><ul><li>We start off with <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) as Rakesh cuts their price target for the EV company’s shares to $1,150 from $1,300 each. However, he reiterated his “buy” rating for the stock. TSLA is down 0.32% today.</li><li>Next up is <b>Nio</b>(NYSE:<b><u>NIO</u></b>) with its price target reduced to $48 from $55 per share. That’s despite the analyst continuing to maintain their “buy” rating for the company’s shares. NIO stock is down 4.69% today.</li><li>Finally, we have <b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>), which saw its price target slashed to $70 from $80 per share. And yet again, Rakesh continues to keep a “buy” rating for the company’s stock. Shares of RIVN are down 3.59% today.</li></ul></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks TSLA, NIO, RIVN See Price Targets Slashed</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\">\nEV Stocks TSLA, NIO, RIVN See Price Targets Slashed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 10:04 GMT+8 <a href=https://investorplace.com/2022/06/ev-stocks-tsla-nio-rivn-see-price-targets-slashed/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle (EV) stocks are slipping on price target cuts today.Tesla(TSLA), Nio(NIO), and Rivian(RIVN) are included in this.Mizuho analyst Vijay Rakesh is behind the cuts.Electric vehicle (EV) ...</p>\n\n<a href=\"https://investorplace.com/2022/06/ev-stocks-tsla-nio-rivn-see-price-targets-slashed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","RIVN":"Rivian Automotive, Inc.","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://investorplace.com/2022/06/ev-stocks-tsla-nio-rivn-see-price-targets-slashed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178807374","content_text":"Electric vehicle (EV) stocks are slipping on price target cuts today.Tesla(TSLA), Nio(NIO), and Rivian(RIVN) are included in this.Mizuho analyst Vijay Rakesh is behind the cuts.Electric vehicle (EV) stocks are in the news today after Mizuho analyst Vijay Rakeshweighed in on several companies in the space.Rakesh believes that EV companies are going to continue facing troubles out of China. That’s due to ongoing lockdowns in Shanghai as a result of Covid-19 cases. The analyst believes this will result in supply chain issues that could affect EV deliveries.Let’s go over how this had the Mizuho analyst changing their stance on a few EV stocks today!EV Stocks on the MoveWe start off with Tesla(NASDAQ:TSLA) as Rakesh cuts their price target for the EV company’s shares to $1,150 from $1,300 each. However, he reiterated his “buy” rating for the stock. TSLA is down 0.32% today.Next up is Nio(NYSE:NIO) with its price target reduced to $48 from $55 per share. That’s despite the analyst continuing to maintain their “buy” rating for the company’s shares. NIO stock is down 4.69% today.Finally, we have Rivian(NASDAQ:RIVN), which saw its price target slashed to $70 from $80 per share. And yet again, Rakesh continues to keep a “buy” rating for the company’s stock. Shares of RIVN are down 3.59% today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096178369,"gmtCreate":1644340651719,"gmtModify":1676533914667,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"Okie","listText":"Okie","text":"Okie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096178369","repostId":"1152029625","repostType":4,"repost":{"id":"1152029625","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":1644332466,"share":"https://ttm.financial/m/news/1152029625?lang=&edition=fundamental","pubTime":"2022-02-08 23:01","market":"us","language":"en","title":"Aluminum Stocks Surged in Morning Trading with Century Aluminum Shares Soared Over 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1152029625","media":"Tiger Newspress","summary":"Aluminum Stocks Surged with Century Aluminum Shares Soared Over 10%. Alcoa stock Surged over 9%.","content":"<html><head></head><body><p>Aluminum Stocks Surged with <a href=\"https://laohu8.com/S/CENX\">Century Aluminum</a> Shares Soared Over 10%. <a href=\"https://laohu8.com/S/AA\">Alcoa</a> stock Surged over 9%.</p><p><img src=\"https://static.tigerbbs.com/dfe9fb846f83c3ad11a613f21a0c034a\" tg-width=\"843\" tg-height=\"641\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Aluminum Stocks Surged in Morning Trading with Century Aluminum Shares Soared Over 10%</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\">\nAluminum Stocks Surged in Morning Trading with Century Aluminum Shares Soared Over 10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-08 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aluminum Stocks Surged with <a href=\"https://laohu8.com/S/CENX\">Century Aluminum</a> Shares Soared Over 10%. <a href=\"https://laohu8.com/S/AA\">Alcoa</a> stock Surged over 9%.</p><p><img src=\"https://static.tigerbbs.com/dfe9fb846f83c3ad11a613f21a0c034a\" tg-width=\"843\" tg-height=\"641\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ACH":"中国铝业","CENX":"世纪铝业","AA":"美国铝业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152029625","content_text":"Aluminum Stocks Surged with Century Aluminum Shares Soared Over 10%. Alcoa stock Surged over 9%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375178443563392,"gmtCreate":1732638608323,"gmtModify":1732638612084,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a><v-v data-views=\"1\"></v-v> keep going up, hoping this wave can mitigate previous losses.","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a><v-v data-views=\"1\"></v-v> keep going up, hoping this wave can mitigate previous losses.","text":"$SUPER MICRO COMPUTER INC(SMCI)$ keep going up, hoping this wave can mitigate previous losses.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375178443563392","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374876233093224,"gmtCreate":1732548476490,"gmtModify":1732548479484,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a><v-v data-views=\"1\"></v-v> up up up","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$ </a><v-v data-views=\"1\"></v-v> up up up","text":"$SUPER MICRO COMPUTER INC(SMCI)$ up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374876233093224","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351110831804664,"gmtCreate":1726742804246,"gmtModify":1726742807684,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XCH\">$XCHG Limited(XCH)$ </a><v-v data-views=\"1\"></v-v> have bought some at USD21..","listText":"<a href=\"https://ttm.financial/S/XCH\">$XCHG Limited(XCH)$ </a><v-v data-views=\"1\"></v-v> have bought some at USD21..","text":"$XCHG Limited(XCH)$ have bought some at USD21..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351110831804664","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311497830633784,"gmtCreate":1717075086286,"gmtModify":1717075090270,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"Pls keep higher and higher, dont stop... 😁","listText":"Pls keep higher and higher, dont stop... 😁","text":"Pls keep higher and higher, dont stop... 😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311497830633784","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930662644,"gmtCreate":1661952767890,"gmtModify":1676536610565,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"Oh well","listText":"Oh well","text":"Oh well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930662644","repostId":"2263408511","repostType":4,"repost":{"id":"2263408511","kind":"highlight","pubTimestamp":1661949396,"share":"https://ttm.financial/m/news/2263408511?lang=&edition=fundamental","pubTime":"2022-08-31 20:36","market":"us","language":"en","title":"Snowflake's Business Is Booming, But Is Its Stock Too Expensive?","url":"https://stock-news.laohu8.com/highlight/detail?id=2263408511","media":"Motley Fool","summary":"The company would have to grow briskly for many years to bring it down to normal valuation levels.","content":"<html><head></head><body><p>Warren Buffett, a <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> investor, once said, "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." The logic behind this quote is that you may never get a low price on the best companies in the market, and these companies will consistently outperform decent companies whose stocks are cheaper.</p><p>But what about wonderful companies at high prices? That's precisely where Snowflake investors are finding themselves.</p><p>While the company just reported another expectation-smashing quarter, the stock is rather pricey. But is it <i>too</i> pricey? Let's find out.</p><h2>Blowing away management's expectations</h2><p>Snowflake's data cloud software allows its customers to store massive amounts of data from multiple sources (even unstructured data that doesn't easily fit into the standard "rows and columns" format). Then that data can be harnessed to provide information for cybersecurity, feed machine learning models, or integrate directly with applications to improve business results.</p><p>To top things off, Snowflake charges customers only for the storage or computational power they actually use, a win-win for both customers and Snowflake. This ensures customers don't pay for unnecessary resources, while the company would, in turn, allocate cloud resources efficiently.</p><p>But a usage-based model can cut both ways, as customers may curtail their usage during difficult economic times like many businesses experienced in Q2. But this slowdown didn't affect Snowflake. Instead, its net revenue retention rate was an astounding 171%, meaning existing customers spent $171 for every $100 they spent last year.</p><p>This expansion helped power a revenue beat, with product revenue growing 83% year over year to $466.3 million versus management's Q2 projection of $437.5 million. Still, this doesn't scratch the surface of what management thinks their total addressable market is. Using third-party <b>Gartner</b>'s research, Snowflake projects its total addressable market will be $248 billion by 2026.</p><p>However, if Snowflake runs out of money before 2026 due to its profitability, this is a moot point. Fortunately for Snowflake investors, the company is free-cash-flow positive, producing $53.8 million in the quarter (an 11% margin). So while its earnings per share may be negative ($0.70 loss in the quarter), Snowflake's cash balance is increasing.</p><p>For a young and growing business, investors couldn't ask for too much more in a quarter, which is why the stock skyrocketed 23% the day after the company reported earnings. But does that make the stock too expensive?</p><h2>How long would Snowflake have to grow to achieve a reasonable valuation?</h2><p>Snowflake's stock is now trading at 37 times sales. While this marks a significant drop from the 150 times sales Snowflake used to trade at, it's still costly.</p><p>However, a dichotomy occurs with soaring sales and valuation. If Snowflake's sales stagnated, the denominator of the price-to-sales (P/S) ratio would stay the same. That said, the numerator (price) would then drop because of a struggling business, dragging its valuation much lower.</p><p>On the other hand, if Snowflake's business continues to grow rapidly, the denominator would increase and drop the valuation. However, the latter scenario doesn't occur in a vacuum. If Snowflake's business continues to execute and proliferate, its stock price will likely increase, so its valuation won't drop as much. This back and forth is why looking at forward valuations is helpful to determine if the price you're paying now may be reasonable in the future.</p><p>If Snowflake can maintain a 50% annual revenue growth for three years (a lofty goal, but Snowflake has grown much faster than this every quarter it's been public, plus it has an enormous market opportunity), that would put its trailing-12-month revenue total at $5.53 billion in 2025, resulting in 11.4 times estimated 2025 sales.</p><p>The 50% revenue growth goal isn't a hard-and-fast projection; it's just a number used to illustrate how fast Snowflake would need to grow to return to the same valuation level as other software companies like <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> (10.9 times sales) and <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> (13.7 times sales). This exercise illustrates the lofty price investors would have to pay for Snowflake if they bought the stock right now. Remember, that projection also factors in zero price appreciation or shareholder dilution because of stock-based compensation. Plus, if Snowflake is still growing at a pace of 50% or greater in three years, there is little chance its valuation will fall to the level of Adobe's or ServiceNow's.</p><p>I'm a Snowflake shareholder and believer, but I add to my position knowing it's a long-term holding. I used a three-year growth projection, but if the company grows rapidly for my ideal holding period of around a decade, the price I pay today will become irrelevant due to a compounding effect.</p><p>Snowflake stock is expensive, but I'd rather be a shareholder and take some short-term losses than sit on the sideline and not own one of the fastest-growing tech companies in the market. I think Snowflake is a buy if you've got a long timeline like me. However, if your horizon is shorter, Snowflake may not be your stock.</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>Snowflake's Business Is Booming, But Is Its Stock Too Expensive?</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\">\nSnowflake's Business Is Booming, But Is Its Stock Too Expensive?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 20:36 GMT+8 <a href=https://www.fool.com/investing/2022/08/31/snowflakes-business-is-booming-but-is-its-stock-to/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett, a Snowflake investor, once said, \"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.\" The logic behind this quote is that you may ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/31/snowflakes-business-is-booming-but-is-its-stock-to/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.fool.com/investing/2022/08/31/snowflakes-business-is-booming-but-is-its-stock-to/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263408511","content_text":"Warren Buffett, a Snowflake investor, once said, \"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.\" The logic behind this quote is that you may never get a low price on the best companies in the market, and these companies will consistently outperform decent companies whose stocks are cheaper.But what about wonderful companies at high prices? That's precisely where Snowflake investors are finding themselves.While the company just reported another expectation-smashing quarter, the stock is rather pricey. But is it too pricey? Let's find out.Blowing away management's expectationsSnowflake's data cloud software allows its customers to store massive amounts of data from multiple sources (even unstructured data that doesn't easily fit into the standard \"rows and columns\" format). Then that data can be harnessed to provide information for cybersecurity, feed machine learning models, or integrate directly with applications to improve business results.To top things off, Snowflake charges customers only for the storage or computational power they actually use, a win-win for both customers and Snowflake. This ensures customers don't pay for unnecessary resources, while the company would, in turn, allocate cloud resources efficiently.But a usage-based model can cut both ways, as customers may curtail their usage during difficult economic times like many businesses experienced in Q2. But this slowdown didn't affect Snowflake. Instead, its net revenue retention rate was an astounding 171%, meaning existing customers spent $171 for every $100 they spent last year.This expansion helped power a revenue beat, with product revenue growing 83% year over year to $466.3 million versus management's Q2 projection of $437.5 million. Still, this doesn't scratch the surface of what management thinks their total addressable market is. Using third-party Gartner's research, Snowflake projects its total addressable market will be $248 billion by 2026.However, if Snowflake runs out of money before 2026 due to its profitability, this is a moot point. Fortunately for Snowflake investors, the company is free-cash-flow positive, producing $53.8 million in the quarter (an 11% margin). So while its earnings per share may be negative ($0.70 loss in the quarter), Snowflake's cash balance is increasing.For a young and growing business, investors couldn't ask for too much more in a quarter, which is why the stock skyrocketed 23% the day after the company reported earnings. But does that make the stock too expensive?How long would Snowflake have to grow to achieve a reasonable valuation?Snowflake's stock is now trading at 37 times sales. While this marks a significant drop from the 150 times sales Snowflake used to trade at, it's still costly.However, a dichotomy occurs with soaring sales and valuation. If Snowflake's sales stagnated, the denominator of the price-to-sales (P/S) ratio would stay the same. That said, the numerator (price) would then drop because of a struggling business, dragging its valuation much lower.On the other hand, if Snowflake's business continues to grow rapidly, the denominator would increase and drop the valuation. However, the latter scenario doesn't occur in a vacuum. If Snowflake's business continues to execute and proliferate, its stock price will likely increase, so its valuation won't drop as much. This back and forth is why looking at forward valuations is helpful to determine if the price you're paying now may be reasonable in the future.If Snowflake can maintain a 50% annual revenue growth for three years (a lofty goal, but Snowflake has grown much faster than this every quarter it's been public, plus it has an enormous market opportunity), that would put its trailing-12-month revenue total at $5.53 billion in 2025, resulting in 11.4 times estimated 2025 sales.The 50% revenue growth goal isn't a hard-and-fast projection; it's just a number used to illustrate how fast Snowflake would need to grow to return to the same valuation level as other software companies like Adobe (10.9 times sales) and ServiceNow (13.7 times sales). This exercise illustrates the lofty price investors would have to pay for Snowflake if they bought the stock right now. Remember, that projection also factors in zero price appreciation or shareholder dilution because of stock-based compensation. Plus, if Snowflake is still growing at a pace of 50% or greater in three years, there is little chance its valuation will fall to the level of Adobe's or ServiceNow's.I'm a Snowflake shareholder and believer, but I add to my position knowing it's a long-term holding. I used a three-year growth projection, but if the company grows rapidly for my ideal holding period of around a decade, the price I pay today will become irrelevant due to a compounding effect.Snowflake stock is expensive, but I'd rather be a shareholder and take some short-term losses than sit on the sideline and not own one of the fastest-growing tech companies in the market. I think Snowflake is a buy if you've got a long timeline like me. However, if your horizon is shorter, Snowflake may not be your stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990350474,"gmtCreate":1660294030400,"gmtModify":1676533446022,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"Stay positive.. [LOL] ","listText":"Stay positive.. [LOL] ","text":"Stay positive.. [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990350474","repostId":"1198027370","repostType":2,"repost":{"id":"1198027370","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":1660291858,"share":"https://ttm.financial/m/news/1198027370?lang=&edition=fundamental","pubTime":"2022-08-12 16:10","market":"us","language":"en","title":"Most of the EV Stocks Took off in Premarket Trading Though Rivian Posted Disappointing Financial Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1198027370","media":"Tiger Newspress","summary":"Most of the EV stocks took off in premarket trading though Rivian posted disappointing financial res","content":"<html><head></head><body><p>Most of the EV stocks took off in premarket trading though Rivian posted disappointing financial results. <img src=\"https://static.tigerbbs.com/64e406fe348a4c548577f8b793508127\" tg-width=\"265\" tg-height=\"295\" width=\"100%\" height=\"auto\"/>Rivian says it now expects a 2022 loss of $5.45 billion, from a previous estimate of a $4.75 billion loss.</p><p>It said it lost $1.7 billion, or $1.89 a share, in the second quarter, compared with a loss of $580 million, or $5.74 a share, in the year-ago period. Adjusted for one-time items, Rivian lost $1.62 a share in the quarter.</p><p>Revenue reached $364 million, from no revenues a year ago, mostly thanks to the deliveries of 4,467 electric vehicles in the quarter, the company said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Most of the EV Stocks Took off in Premarket Trading Though Rivian Posted Disappointing Financial Results</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\">\nMost of the EV Stocks Took off in Premarket Trading Though Rivian Posted Disappointing Financial Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-12 16:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Most of the EV stocks took off in premarket trading though Rivian posted disappointing financial results. <img src=\"https://static.tigerbbs.com/64e406fe348a4c548577f8b793508127\" tg-width=\"265\" tg-height=\"295\" width=\"100%\" height=\"auto\"/>Rivian says it now expects a 2022 loss of $5.45 billion, from a previous estimate of a $4.75 billion loss.</p><p>It said it lost $1.7 billion, or $1.89 a share, in the second quarter, compared with a loss of $580 million, or $5.74 a share, in the year-ago period. Adjusted for one-time items, Rivian lost $1.62 a share in the quarter.</p><p>Revenue reached $364 million, from no revenues a year ago, mostly thanks to the deliveries of 4,467 electric vehicles in the quarter, the company said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198027370","content_text":"Most of the EV stocks took off in premarket trading though Rivian posted disappointing financial results. Rivian says it now expects a 2022 loss of $5.45 billion, from a previous estimate of a $4.75 billion loss.It said it lost $1.7 billion, or $1.89 a share, in the second quarter, compared with a loss of $580 million, or $5.74 a share, in the year-ago period. Adjusted for one-time items, Rivian lost $1.62 a share in the quarter.Revenue reached $364 million, from no revenues a year ago, mostly thanks to the deliveries of 4,467 electric vehicles in the quarter, the company said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071264447,"gmtCreate":1657542860989,"gmtModify":1676536022379,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASNS\">$Actelis Networks(ASNS)$</a>😁😁","listText":"<a href=\"https://ttm.financial/S/ASNS\">$Actelis Networks(ASNS)$</a>😁😁","text":"$Actelis Networks(ASNS)$😁😁","images":[{"img":"https://community-static.tradeup.com/news/4d885e1b79b1fb13bd31be33008f7467","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071264447","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9073907639,"gmtCreate":1657258168621,"gmtModify":1676535981311,"author":{"id":"4107252210898850","authorId":"4107252210898850","name":"kiki88","avatar":"https://community-static.tradeup.com/news/3917d015770da3e2676771c2ca601afc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107252210898850","authorIdStr":"4107252210898850"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BLTE\">$Belite Bio, Inc.(BLTE)$</a>not a bad choice","listText":"<a href=\"https://ttm.financial/S/BLTE\">$Belite Bio, Inc.(BLTE)$</a>not a bad choice","text":"$Belite Bio, Inc.(BLTE)$not a bad choice","images":[{"img":"https://community-static.tradeup.com/news/773cd7b9b773e5195440ef702bcdcb9e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073907639","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}