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04-27

Great article, would you like to share it?

@Sxyew:I opened 1 lot(s) $MCD 20240503 277.5 CALL$ ,Take a look at the latest order I posted！

01-10

Should pick up slowly from this year 2024...

2023-10-12

$SoFi Technologies Inc.(SOFI)$

2023-09-12

$Tesla Motors(TSLA)$

2023-06-24

$Tesla Motors(TSLA)$

2023-04-06

ok

@SR050321:What i have learned 1Q23 ? 3 companies give me the best profit during this period $OVERSEA-CHINESE BANKING CORP(O39.SI)$

$Meta Platforms, Inc.(META)$

$SINGAPORE TECH ENGINEERING LTD(S63.SI)$ the amount is not big but i am quite happy with the achievement. I compare my ROR with STI because i only have small portion of US market (mainly for long term or monthly dividend). For monthly dividend i like $JPMorgan Equity Premium Income ETF(JEPI)$ this is the only one breakeven soon, while the

2023-04-05

ok

@nerdbull1669:Weak Manufacturing Activities -> No More Oil Price Increase

2023-04-05

$Tesla Motors(TSLA)$

2023-03-29

vh

Sorry, the original content has been removed

2023-03-13

ok

@HoChe:光大環境候低收集

2023-01-05

noted

@StickyRice:The first transaction in 2023 was to buy Marathon Petroleum $Marathon(MPC)$ . This year it looks like energy stocks will still be able to provide significant returns. It will still be a hot topic even though there is a possibility that the world will experience recession. But China has started to reopen, so demand will increase again.

2023-01-05

Accumulate at low

@Leo Di Leo: MSFT Stock is Looking Good to BUY right now! | Microsoft Analysis

2022-10-19

Thanks for info

@AUStock_Pedia:Lithium Energy Limited- A Battery Minerals Company

2022-10-03

thanks

@Tantiad:Stable pressure appears to have been achieved on Nord Stream

2022-10-01

$Sea Ltd(SE)$bearish

2022-09-29

$NVIDIA Corp(NVDA)$Buy for rebound

2022-09-29

$NVIDIA Corp(NVDA)$Good to accumulate at low

2022-09-29

$Apple(AAPL)$buy low

2022-09-29

$Apple(AAPL)$to accumulate

2022-09-28

$Apple(AAPL)$Good

Go to Tiger App to see more news

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article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299590851952728","repostId":"299589628190768","repostType":1,"repost":{"id":299589628190768,"gmtCreate":1714161418094,"gmtModify":1714170001971,"author":{"id":"4134606855960122","authorId":"4134606855960122","name":"Sxyew","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"I opened 1 lot(s) <a href=\"https://ttm.financial/OPT/MCD 20240503 277.5 CALL\">$MCD 20240503 277.5 CALL$&nbsp;</a> ,Take a look at the latest order I posted！","listText":"I opened 1 lot(s) <a href=\"https://ttm.financial/OPT/MCD 20240503 277.5 CALL\">$MCD 20240503 277.5 CALL$&nbsp;</a> ,Take a look at the latest order I posted！","text":"I opened 1 lot(s) $MCD 20240503 277.5 CALL$ ,Take a look at the latest order I posted！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299589628190768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261437899870504,"gmtCreate":1704837976703,"gmtModify":1704837981692,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Should pick up slowly from &nbsp;this year 2024...","listText":"Should pick up slowly from &nbsp;this year 2024...","text":"Should pick up slowly from this year 2024...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261437899870504","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229407408922640,"gmtCreate":1697049452518,"gmtModify":1697049455403,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a>","text":"$SoFi Technologies Inc.(SOFI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/229407408922640","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":218900396367968,"gmtCreate":1694468196545,"gmtModify":1694468199030,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/218900396367968","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":762810033324208,"gmtCreate":1687564672814,"gmtModify":1687564673705,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/762810033324208","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948486864,"gmtCreate":1680769073358,"gmtModify":1680769076444,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948486864","repostId":"9948483872","repostType":1,"repost":{"id":9948483872,"gmtCreate":1680768358197,"gmtModify":1680768370138,"author":{"id":"3577965120664925","authorId":"3577965120664925","name":"SR050321","avatar":"https://community-static.tradeup.com/news/7a02781de36c0ac0f4851adb1cee54ff","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"What i have learned 1Q23 ? 3&nbsp;companies give me the best profit during this period&nbsp;<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/S63.SI\">$SINGAPORE TECH ENGINEERING LTD(S63.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>the amount is&nbsp;not big but i am quite happy with the achievement.&nbsp;I compare&nbsp;my ROR with STI because i only have small portion of US market (mainly for&nbsp;long&nbsp;term or monthly dividend). For monthly dividend i like <a href=\"https://ttm.financial/S/JEPI\">$JPMorgan Equity Premium Income ETF(JEPI)$&nbsp;</a>this is the only one breakeven soon, while the","listText":"What i have learned 1Q23 ? 3&nbsp;companies give me the best profit during this period&nbsp;<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/S63.SI\">$SINGAPORE TECH ENGINEERING LTD(S63.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>the amount is&nbsp;not big but i am quite happy with the achievement.&nbsp;I compare&nbsp;my ROR with STI because i only have small portion of US market (mainly for&nbsp;long&nbsp;term or monthly dividend). For monthly dividend i like <a href=\"https://ttm.financial/S/JEPI\">$JPMorgan Equity Premium Income ETF(JEPI)$&nbsp;</a>this is the only one breakeven soon, while the","text":"What i have learned 1Q23 ? 3 companies give me the best profit during this period $OVERSEA-CHINESE BANKING CORP(O39.SI)$ $Meta Platforms, Inc.(META)$ $SINGAPORE TECH ENGINEERING LTD(S63.SI)$ the amount is not big but i am quite happy with the achievement. I compare my ROR with STI because i only have small portion of US market (mainly for long term or monthly dividend). For monthly dividend i like $JPMorgan Equity Premium Income ETF(JEPI)$ this is the only one breakeven soon, while the","images":[{"img":"https://community-static.tradeup.com/news/f9c80155d1c064fedc54ffcb329c8dc5","width":"750","height":"1271"},{"img":"https://community-static.tradeup.com/news/6c0f5df57648f3386d7e8c7d9afb8836","width":"750","height":"1064"},{"img":"https://community-static.tradeup.com/news/4e88366a4028b107967bbcebcd4dbe63","width":"750","height":"1294"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948483872","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948843885,"gmtCreate":1680682458648,"gmtModify":1680682462403,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948843885","repostId":"9948851306","repostType":1,"repost":{"id":9948851306,"gmtCreate":1680679497706,"gmtModify":1680682146586,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"Weak Manufacturing Activities -> No More Oil Price Increase","htmlText":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. Last night 04 April 2023 Trading, the oil and energy sector stocks did not fare well, they were having a good run the previous day (03 April 2023) when OPEC+ Cut was announced. I believe we would need to look at the demand for oil and energy from large economics. Large demand would mean the price would likely trade upward for oil. I shall share in this article on my observation and how I analyze the relationship between weak manufacturing activities and oil price increase. China Manufacturing Activities China Manufacturing sector contribute to one-third of its economy. China is the world’s second-largest economy by value. Chinese Caixin Ma","listText":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. Last night 04 April 2023 Trading, the oil and energy sector stocks did not fare well, they were having a good run the previous day (03 April 2023) when OPEC+ Cut was announced. I believe we would need to look at the demand for oil and energy from large economics. Large demand would mean the price would likely trade upward for oil. I shall share in this article on my observation and how I analyze the relationship between weak manufacturing activities and oil price increase. China Manufacturing Activities China Manufacturing sector contribute to one-third of its economy. China is the world’s second-largest economy by value. Chinese Caixin Ma","text":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. Last night 04 April 2023 Trading, the oil and energy sector stocks did not fare well, they were having a good run the previous day (03 April 2023) when OPEC+ Cut was announced. I believe we would need to look at the demand for oil and energy from large economics. Large demand would mean the price would likely trade upward for oil. I shall share in this article on my observation and how I analyze the relationship between weak manufacturing activities and oil price increase. China Manufacturing Activities China Manufacturing sector contribute to one-third of its economy. China is the world’s second-largest economy by value. Chinese Caixin Ma","images":[{"img":"https://community-static.tradeup.com/news/faa2517429170391c5438c41f32ac87c","width":"957","height":"320"},{"img":"https://community-static.tradeup.com/news/ab549eca136704bfc9e02dc9a0798312","width":"413","height":"590"},{"img":"https://community-static.tradeup.com/news/da2f9a998219413f4c192c0a5100ca9b","width":"727","height":"537"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948851306","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948334832,"gmtCreate":1680624156427,"gmtModify":1680624158956,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948334832","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941113537,"gmtCreate":1680044654629,"gmtModify":1680044657196,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"vh","listText":"vh","text":"vh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941113537","repostId":"2322779534","repostType":2,"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949217453,"gmtCreate":1678687335073,"gmtModify":1678687337600,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949217453","repostId":"9949217062","repostType":1,"repost":{"id":9949217062,"gmtCreate":1678686576956,"gmtModify":1678686628493,"author":{"id":"4140594566835972","authorId":"4140594566835972","name":"HoChe","avatar":"https://community-static.tradeup.com/news/80f3d3a2627ce910033fd9e81c64ad7b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"光大環境候低收集 ","htmlText":"光大環境（257，市值205億元）上月24日發盈警，當日至今，股價並未因此而下跌，仍升1.8%（恆指同期跌3.5％），候低收集。1）光環盈警指，2022財年（12月年結）盈利料跌30%至35％，以跌幅中間落墨計，賺45.9億港元（EPS 0.75元）。業績倒退原因，是建造業務大減，及為旗下波蘭附屬公司商譽撥備5.9億元。 今年預測PE 3.4倍2）2023財年，僅估計不必再為波蘭公司撥備，光環盈利已可回增13%。光環今年盈利預測55億元（EPS 0.99元），回增20%，預測PE 3.4倍，較6年平均7.1倍折逾一半。3）光環2023財年預測PB 0.34倍，較6年平均0.98倍折讓6成半。4）2021財年每股派息0.34元，2022財年預測派0.28元，股息率仍達8.4釐，較6年平均6釐高出2.4釐。5）2022年6月底，光環淨借貸高達848億元，淨借貸 / 股東資金總額高達128％，有集資壓力，估計在適當時候（例如股價並非極殘時）。對上一次集資，在2018年，27股供10股，供6元，集資100億元；當年供股前，淨借貸比率72％，現時比率較當年更高。光環現價3.33元，候3.1元收集，目標3.9元。大摩（3月）睇3.98元，中信證券（3月）睇4.2元。<a href=\"https://ttm.financial/S/00257\">$光大環境(00257)$</a> 免責聲明：本專頁的內容只供參考，投資者應依照自身風險屬性及判斷，作出投資決策並自負損益，任何損益概與本專頁無涉。","listText":"光大環境（257，市值205億元）上月24日發盈警，當日至今，股價並未因此而下跌，仍升1.8%（恆指同期跌3.5％），候低收集。1）光環盈警指，2022財年（12月年結）盈利料跌30%至35％，以跌幅中間落墨計，賺45.9億港元（EPS 0.75元）。業績倒退原因，是建造業務大減，及為旗下波蘭附屬公司商譽撥備5.9億元。 今年預測PE 3.4倍2）2023財年，僅估計不必再為波蘭公司撥備，光環盈利已可回增13%。光環今年盈利預測55億元（EPS 0.99元），回增20%，預測PE 3.4倍，較6年平均7.1倍折逾一半。3）光環2023財年預測PB 0.34倍，較6年平均0.98倍折讓6成半。4）2021財年每股派息0.34元，2022財年預測派0.28元，股息率仍達8.4釐，較6年平均6釐高出2.4釐。5）2022年6月底，光環淨借貸高達848億元，淨借貸 / 股東資金總額高達128％，有集資壓力，估計在適當時候（例如股價並非極殘時）。對上一次集資，在2018年，27股供10股，供6元，集資100億元；當年供股前，淨借貸比率72％，現時比率較當年更高。光環現價3.33元，候3.1元收集，目標3.9元。大摩（3月）睇3.98元，中信證券（3月）睇4.2元。<a href=\"https://ttm.financial/S/00257\">$光大環境(00257)$</a> 免責聲明：本專頁的內容只供參考，投資者應依照自身風險屬性及判斷，作出投資決策並自負損益，任何損益概與本專頁無涉。","text":"光大環境（257，市值205億元）上月24日發盈警，當日至今，股價並未因此而下跌，仍升1.8%（恆指同期跌3.5％），候低收集。1）光環盈警指，2022財年（12月年結）盈利料跌30%至35％，以跌幅中間落墨計，賺45.9億港元（EPS 0.75元）。業績倒退原因，是建造業務大減，及為旗下波蘭附屬公司商譽撥備5.9億元。 今年預測PE 3.4倍2）2023財年，僅估計不必再為波蘭公司撥備，光環盈利已可回增13%。光環今年盈利預測55億元（EPS 0.99元），回增20%，預測PE 3.4倍，較6年平均7.1倍折逾一半。3）光環2023財年預測PB 0.34倍，較6年平均0.98倍折讓6成半。4）2021財年每股派息0.34元，2022財年預測派0.28元，股息率仍達8.4釐，較6年平均6釐高出2.4釐。5）2022年6月底，光環淨借貸高達848億元，淨借貸 / 股東資金總額高達128％，有集資壓力，估計在適當時候（例如股價並非極殘時）。對上一次集資，在2018年，27股供10股，供6元，集資100億元；當年供股前，淨借貸比率72％，現時比率較當年更高。光環現價3.33元，候3.1元收集，目標3.9元。大摩（3月）睇3.98元，中信證券（3月）睇4.2元。$光大環境(00257)$ 免責聲明：本專頁的內容只供參考，投資者應依照自身風險屬性及判斷，作出投資決策並自負損益，任何損益概與本專頁無涉。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949217062","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959945365,"gmtCreate":1672886158757,"gmtModify":1676538753657,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"noted","listText":"noted","text":"noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959945365","repostId":"9959948387","repostType":1,"repost":{"id":9959948387,"gmtCreate":1672885789849,"gmtModify":1676538753579,"author":{"id":"3586127272341946","authorId":"3586127272341946","name":"StickyRice","avatar":"https://community-static.tradeup.com/news/93860c945685006c561393099fa7ee30","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"The first transaction in 2023 was to buy Marathon Petroleum <a href=\"https://ttm.financial/S/MPC\">$Marathon(MPC)$&nbsp;</a>. This year it looks like energy stocks will still be able to provide significant returns. It will still be a hot topic even though there is a possibility that the world will experience recession. But China has started to reopen, so demand will increase again.","listText":"The first transaction in 2023 was to buy Marathon Petroleum <a href=\"https://ttm.financial/S/MPC\">$Marathon(MPC)$&nbsp;</a>. This year it looks like energy stocks will still be able to provide significant returns. It will still be a hot topic even though there is a possibility that the world will experience recession. But China has started to reopen, so demand will increase again.","text":"The first transaction in 2023 was to buy Marathon Petroleum $Marathon(MPC)$ . This year it looks like energy stocks will still be able to provide significant returns. It will still be a hot topic even though there is a possibility that the world will experience recession. But China has started to reopen, so demand will increase again.","images":[{"img":"https://community-static.tradeup.com/news/8d8d3fd0ccb997bd97ce1360c299de14","width":"1284","height":"2659"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959948387","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959945023,"gmtCreate":1672886139063,"gmtModify":1676538753650,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Accumulate at low","listText":"Accumulate at low","text":"Accumulate at low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959945023","repostId":"9959957478","repostType":1,"repost":{"id":9959957478,"gmtCreate":1672884868594,"gmtModify":1676538753349,"author":{"id":"4112139361872422","authorId":"4112139361872422","name":"Leo Di Leo","avatar":"https://community-static.tradeup.com/news/f0a8b60fce3ad627c88292e215d6770b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"\n \n \n  MSFT Stock is Looking Good to BUY right now! | Microsoft Analysis\n \n","listText":"MSFT Stock is Looking Good to BUY right now! | Microsoft Analysis","text":"MSFT Stock is Looking Good to BUY right now! | Microsoft Analysis","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959957478","isVote":1,"tweetType":2,"object":{"id":"b3f9ca8296c84dc9a91d807263441436","tweetId":"9959957478","title":"MSFT Stock is Looking Good to BUY right now! | Microsoft Analysis","videoUrl":"http://v.tigerbbs.com/16728848634785f2c8168a8a35ce16d428e40794c0d29.mp4","poster":"https://static.tigerbbs.com/f585fea43fedddacbc4c5a7a77cd9d42","shareLink":"http://v.tigerbbs.com/16728848634785f2c8168a8a35ce16d428e40794c0d29.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983020015,"gmtCreate":1666129523437,"gmtModify":1676537708408,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Thanks for info","listText":"Thanks for info","text":"Thanks for info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983020015","repostId":"9989370517","repostType":1,"repost":{"id":9989370517,"gmtCreate":1665926303339,"gmtModify":1676537679989,"author":{"id":"4117252729102022","authorId":"4117252729102022","name":"AUStock_Pedia","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Lithium Energy Limited- A Battery Minerals Company","htmlText":"Hey, this is AUStock_Pedia.I would like to introduce some Australian companies that may be of some help to your investments.The company I'm going to introduce is&nbsp;<a href=\"https://ttm.financial/S/LEL.AU\">$Lithium Energy Limited(LEL.AU)$</a> &nbsp;.It&nbsp;went&nbsp;public&nbsp;in&nbsp;19 May 2021&nbsp;.[Company Profile]Lithium Energy Limited, a battery minerals company, engages in the exploration, evaluation, and development of lithium and graphite mineral properties in Australia and Argentina. Its flagship projects are the Solaroz Lithium Brine project that consists of 8 mineral concessions covering an area of approximately 12,000 hectares located in Argentina; and the Burke Graphite project, which consists of 2 exploration permits covering an area of approximately 26 square kilome","listText":"Hey, this is AUStock_Pedia.I would like to introduce some Australian companies that may be of some help to your investments.The company I'm going to introduce is&nbsp;<a href=\"https://ttm.financial/S/LEL.AU\">$Lithium Energy Limited(LEL.AU)$</a> &nbsp;.It&nbsp;went&nbsp;public&nbsp;in&nbsp;19 May 2021&nbsp;.[Company Profile]Lithium Energy Limited, a battery minerals company, engages in the exploration, evaluation, and development of lithium and graphite mineral properties in Australia and Argentina. Its flagship projects are the Solaroz Lithium Brine project that consists of 8 mineral concessions covering an area of approximately 12,000 hectares located in Argentina; and the Burke Graphite project, which consists of 2 exploration permits covering an area of approximately 26 square kilome","text":"Hey, this is AUStock_Pedia.I would like to introduce some Australian companies that may be of some help to your investments.The company I'm going to introduce is $Lithium Energy Limited(LEL.AU)$ .It went public in 19 May 2021 .[Company Profile]Lithium Energy Limited, a battery minerals company, engages in the exploration, evaluation, and development of lithium and graphite mineral properties in Australia and Argentina. Its flagship projects are the Solaroz Lithium Brine project that consists of 8 mineral concessions covering an area of approximately 12,000 hectares located in Argentina; and the Burke Graphite project, which consists of 2 exploration permits covering an area of approximately 26 square kilome","images":[{"img":"https://community-static.tradeup.com/news/59f11994afd25690efcd775b280f3abe","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/22fc5243469e7f6e9b3bfb516dffc2a3","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/5a872fdacc30d773c58a04b1ceae924d","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989370517","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912332520,"gmtCreate":1664755702660,"gmtModify":1676537502018,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912332520","repostId":"9912978570","repostType":1,"repost":{"id":9912978570,"gmtCreate":1664753659991,"gmtModify":1676537501126,"author":{"id":"4109899949486810","authorId":"4109899949486810","name":"Tantiad","avatar":"https://community-static.tradeup.com/news/904c84540121050350274cfae4d99f1e","crmLevel":6,"crmLevelSwitch":1},"themes":[],"title":"Stable pressure appears to have been achieved on Nord Stream","htmlText":"Danish Energy Agency: “Stable pressure” appears to have been achieved on Nord Stream pipelines From CNN’s Chris Liakos “Stable pressure” appears to have been achieved on the Nord Stream pipelines, indicating the gas outflow from the leaks has now stopped, the Danish Energy Agency said Sunday. “The Nord Stream AG company has informed the Danish Energy Agency that a stable pressure now appears to have been achieved on the two Nord Stream 1 pipelines,” the agency said on Twitter, indicating that the gas leakage had now ended. The Danish agency on Saturday had already said on Twitter that “stable pressure” had also appeared to have been achieved on Nord Stream 2. Earlier this week, four leaks were discovered on the Nord Stream pipelines near the Danish island of Bornholm, in the Baltic Sea. Th","listText":"Danish Energy Agency: “Stable pressure” appears to have been achieved on Nord Stream pipelines From CNN’s Chris Liakos “Stable pressure” appears to have been achieved on the Nord Stream pipelines, indicating the gas outflow from the leaks has now stopped, the Danish Energy Agency said Sunday. “The Nord Stream AG company has informed the Danish Energy Agency that a stable pressure now appears to have been achieved on the two Nord Stream 1 pipelines,” the agency said on Twitter, indicating that the gas leakage had now ended. The Danish agency on Saturday had already said on Twitter that “stable pressure” had also appeared to have been achieved on Nord Stream 2. Earlier this week, four leaks were discovered on the Nord Stream pipelines near the Danish island of Bornholm, in the Baltic Sea. Th","text":"Danish Energy Agency: “Stable pressure” appears to have been achieved on Nord Stream pipelines From CNN’s Chris Liakos “Stable pressure” appears to have been achieved on the Nord Stream pipelines, indicating the gas outflow from the leaks has now stopped, the Danish Energy Agency said Sunday. “The Nord Stream AG company has informed the Danish Energy Agency that a stable pressure now appears to have been achieved on the two Nord Stream 1 pipelines,” the agency said on Twitter, indicating that the gas leakage had now ended. The Danish agency on Saturday had already said on Twitter that “stable pressure” had also appeared to have been achieved on Nord Stream 2. Earlier this week, four leaks were discovered on the Nord Stream pipelines near the Danish island of Bornholm, in the Baltic Sea. Th","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912978570","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916699976,"gmtCreate":1664583129395,"gmtModify":1676537479318,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>bearish","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>bearish","text":"$Sea Ltd(SE)$bearish","images":[{"img":"https://community-static.tradeup.com/news/a95b7e596cfa50e080ba84a6b8a595f9","width":"750","height":"1256"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916699976","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9918293783,"gmtCreate":1664404456143,"gmtModify":1676537446200,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Buy for rebound","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Buy for rebound","text":"$NVIDIA Corp(NVDA)$Buy for rebound","images":[{"img":"https://community-static.tradeup.com/news/44b28eb2e21a96353ab2ead18ef62880","width":"750","height":"1256"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918293783","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9918676100,"gmtCreate":1664402357200,"gmtModify":1676537445589,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Good to accumulate at low","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Good to accumulate at low","text":"$NVIDIA Corp(NVDA)$Good to accumulate at low","images":[{"img":"https://community-static.tradeup.com/news/945b725554e107af47a105e6a4b7db33","width":"750","height":"1256"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918676100","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9918678291,"gmtCreate":1664402261214,"gmtModify":1676537445574,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>buy low","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>buy low","text":"$Apple(AAPL)$buy low","images":[{"img":"https://community-static.tradeup.com/news/2a674b6e8e1cca041243fa3f31dd5b10","width":"750","height":"1256"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918678291","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9918678067,"gmtCreate":1664402191359,"gmtModify":1676537445559,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>to accumulate","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>to accumulate","text":"$Apple(AAPL)$to accumulate","images":[{"img":"https://community-static.tradeup.com/news/a0e7bbb951d9adf90d4f6242ec98641d","width":"750","height":"1256"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918678067","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9918962494,"gmtCreate":1664317759719,"gmtModify":1676537429585,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Good","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Good","text":"$Apple(AAPL)$Good","images":[{"img":"https://community-static.tradeup.com/news/ec493b53e91492be05163baacb2e2c4f","width":"828","height":"2005"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918962494","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":762810033324208,"gmtCreate":1687564672814,"gmtModify":1687564673705,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/762810033324208","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010302767,"gmtCreate":1648254104389,"gmtModify":1676534321593,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Good neews indeed for Tesla!❤️","listText":"Good neews indeed for Tesla!❤️","text":"Good neews indeed for Tesla!❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9010302767","repostId":"2222257070","repostType":4,"repost":{"id":"2222257070","pubTimestamp":1648167432,"share":"https://www.laohu8.com/m/news/2222257070?lang=&edition=full","pubTime":"2022-03-25 08:17","market":"us","language":"en","title":"Why Tesla Stock Zoomed Higher Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2222257070","media":"Motley Fool","summary":"Two news items are helping to push Tesla stock higher today.","content":"<html><head></head><body><h2>What happened</h2><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>  stock has the pedal to the metal. For the eighth day in a row, shares of the electric car superstar roared higher -- closed 1.48% higher on Thursday.</p><p>A couple of positive news items today may explain why Tesla shares continue to zoom higher.</p><p><img src=\"https://static.tigerbbs.com/d1f5da4b79cdf2d1ebdacb6ec349933d\" tg-width=\"700\" tg-height=\"457\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>So what</h2><p>News item No. 1: You probably heard last year when rental car kingpin <b>Hertz</b> said it was ordering 100,000 pricey new Teslas to add to its rental car fleet, right? At first, those were going to be largely Model 3 sedans, Tesla&#39;s cheapest electric car (if still not exactly cheap at $47,000). Well, last night, Reuters reported that Hertz will also be buying some Model Y crossovers from Tesla as well -- and <i>those</i> electro-buggies don&#39;t roll off the car lot for less than $63,000.</p><p>Long story short, for every single Model Y Hertz buys from Tesla, instead of a Model 3, Tesla investors can expect to see 34% more revenue for their Tesla stock.</p><h2>Now what</h2><p>Selling electric cars is good business for Tesla, accounting for about 95% of Tesla&#39;s $53.8 billion in revenue last year, according to data from S&amp;P Global Market Intelligence. But electric cars don&#39;t go very far without batteries to operate them -- which brings us to news item No. 2:</p><p>As Reuters also reported last night, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Tesla&#39;s battery suppliers, LG Energy Solution, has announced that it will spend $1.4 billion to build a battery factory in Arizona. LG says the factory will supply both &#34;prominent start-ups&#34; and other car companies in North America, presumably referring to LG customers <b>Lucid Group</b> and also to Tesla.</p><p>Reuters reports that the new LG factory won&#39;t reach &#34;mass production&#34; levels before 2024, but construction will begin in Q2 2022 -- which begins just eight days from today, and promises a relatively quick influx of new battery supplies for Tesla. Considering that Tesla CEO Elon Musk has highlighted battery supply as &#34;<i>the</i> limiting factor&#34; (emphasis added) in Tesla being able to ramp up car production over the next few years, LG&#39;s entry into Arizona can only be good news for Tesla stock.</p><p>And that&#39;s exactly how Tesla investors are treating it today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Stock Zoomed Higher Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Stock Zoomed Higher Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/24/why-tesla-stock-zoomed-higher-again/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedTesla Motors  stock has the pedal to the metal. For the eighth day in a row, shares of the electric car superstar roared higher -- closed 1.48% higher on Thursday.A couple of positive ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/24/why-tesla-stock-zoomed-higher-again/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4511":"特斯拉概念","BK4527":"明星科技股","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4099":"汽车制造商"},"source_url":"https://www.fool.com/investing/2022/03/24/why-tesla-stock-zoomed-higher-again/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222257070","content_text":"What happenedTesla Motors  stock has the pedal to the metal. For the eighth day in a row, shares of the electric car superstar roared higher -- closed 1.48% higher on Thursday.A couple of positive news items today may explain why Tesla shares continue to zoom higher.Image source: Getty Images.So whatNews item No. 1: You probably heard last year when rental car kingpin Hertz said it was ordering 100,000 pricey new Teslas to add to its rental car fleet, right? At first, those were going to be largely Model 3 sedans, Tesla's cheapest electric car (if still not exactly cheap at $47,000). Well, last night, Reuters reported that Hertz will also be buying some Model Y crossovers from Tesla as well -- and those electro-buggies don't roll off the car lot for less than $63,000.Long story short, for every single Model Y Hertz buys from Tesla, instead of a Model 3, Tesla investors can expect to see 34% more revenue for their Tesla stock.Now whatSelling electric cars is good business for Tesla, accounting for about 95% of Tesla's $53.8 billion in revenue last year, according to data from S&P Global Market Intelligence. But electric cars don't go very far without batteries to operate them -- which brings us to news item No. 2:As Reuters also reported last night, one of Tesla's battery suppliers, LG Energy Solution, has announced that it will spend $1.4 billion to build a battery factory in Arizona. LG says the factory will supply both \"prominent start-ups\" and other car companies in North America, presumably referring to LG customers Lucid Group and also to Tesla.Reuters reports that the new LG factory won't reach \"mass production\" levels before 2024, but construction will begin in Q2 2022 -- which begins just eight days from today, and promises a relatively quick influx of new battery supplies for Tesla. Considering that Tesla CEO Elon Musk has highlighted battery supply as \"the limiting factor\" (emphasis added) in Tesla being able to ramp up car production over the next few years, LG's entry into Arizona can only be good news for Tesla stock.And that's exactly how Tesla investors are treating it today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274730958210","authorId":"3479274730958210","name":"historyiong","avatar":"https://static.laohu8.com/picture65","crmLevel":1,"crmLevelSwitch":0},"content":"Hertz Global Holdings Inc has added Tesla Inc's electric mid-size SUV Model Y to its electric vehicle fleet, according to the car rental firm's website.","text":"Hertz Global Holdings Inc has added Tesla Inc's electric mid-size SUV Model Y to its electric vehicle fleet, according to the car rental firm's website.","html":"Hertz Global Holdings Inc has added Tesla Inc's electric mid-size SUV Model Y to its electric vehicle fleet, according to the car rental firm's website."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024540930,"gmtCreate":1653891737120,"gmtModify":1676535358871,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Good stock to invest for dividend indeed❤️👍","listText":"Good stock to invest for dividend indeed❤️👍","text":"Good stock to invest for dividend indeed❤️👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024540930","repostId":"1130345613","repostType":4,"repost":{"id":"1130345613","pubTimestamp":1653869516,"share":"https://www.laohu8.com/m/news/1130345613?lang=&edition=full","pubTime":"2022-05-30 08:11","market":"us","language":"en","title":"5 Top Dividend Stocks for June 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1130345613","media":"TipRanks","summary":"Dividends are payouts from companies that share their profits with their investors. They offer a reg","content":"<div>\n<p>Dividends are payouts from companies that share their profits with their investors. They offer a regular source of income that can increase over time. This makes them particularly attractive for long-...</p>\n\n<a href=\"https://www.tipranks.com/news/5-top-dividend-stocks/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Top Dividend Stocks for June 2022</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\">\n5 Top Dividend Stocks for June 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 08:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/5-top-dividend-stocks/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dividends are payouts from companies that share their profits with their investors. They offer a regular source of income that can increase over time. This makes them particularly attractive for long-...</p>\n\n<a href=\"https://www.tipranks.com/news/5-top-dividend-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CWH":"露营世界","GLPI":"Gaming and Leisure Properties I","SBLK":"Star Bulk Carriers Corp","MPW":"Medical Properties Trust","SPG":"西蒙地产"},"source_url":"https://www.tipranks.com/news/5-top-dividend-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130345613","content_text":"Dividends are payouts from companies that share their profits with their investors. They offer a regular source of income that can increase over time. This makes them particularly attractive for long-term investments. Even a small dividend yield can result in impressive returns after many years. Dividends can offer protection against market volatility, which is another reason that investors include these stocks in their portfolios.Strong & Moderate Buy Dividend StocksUsing the TipRanksDividend Calendar, we searched for top stocks with an ex-dividend date in June 2022. Investors need to own the stock by the ex-dividend date to receive the next payout. We focused on top dividend stocks with a Buy analyst rating consensus, at least a 6% yield, and an ‘Outperform’ Smart Score of at least 8 out of 10, based on our data-driven stock score. We found five top stocks that match these criteria.Top 5 Dividend StocksStar Bulk Carriers (NASDAQ: SBLK)Dividend yield: 17.2%Ex-dividend date: Jun 02, 2022Payout ratio: 48.57%Payout date: Jun 16, 2022Star Bulk is a shipping company focused on the transportation of dry bulk cargoes. Robust demand continues to drive Star Bulk’s profitability and supports its payouts. Star Bulk stock sports a Strong Buy consensus rating on TipRanks based on five unanimous Buy recommendations. Further, the analysts’ average price target of $38 indicates16.8% upside potential over the next 12 months. Looking at hedge fund activity, Driehaus Capital Management LLC’sRichard Driehausand Graham Capital Management’sKenneth Tropinopened new positions in SBLK stock. What’s more, TipRanks’ investors are positive on SBLK stock, and5% of these investors have raised their holding in one month. Overall, SBLK stock has a maximum Smart Score of 10 out of 10, according to our data-driven stock score.Simon Property Group (NYSE: SPG)Dividend yield: 7.05%Ex-dividend date: Jun 08, 2022Payout ratio: 91.40%Payout date: Jun 30, 2022Simon Property Group is a REIT (Real Estate Investment Trust). It owns shopping, dining, entertainment, and other retail properties across North America, Europe, and Asia. It has received six Buy and seven Hold recommendations. Moreover, their average price target of $153.15 indicates34.7% upside potential over the next 12 months. Looking at hedge fund activity, Bridgewater Associates’Ray Dalioopened a new position, while two more managers increased their holdings. However, four managers reduced their holdings. Nevertheless, SPG stock has positive indicators from TipRanks investors and bloggers. SPG stock has an Outperform Smart Score of 9 out of 10.Gaming and Leisure Properties (NASDAQ:  GLPI)Dividend yield: 6.39%Ex-dividend date: Jun 09, 2022Payout ratio: 133.55%Payout date: Jun 24, 2022Gaming and Leisure Properties is a real estate investment trust focused on gaming properties. Out of three analysts who have rated the stock in the past three months, two recommended a Buy. Further, analysts’ average price target of $53.67 indicates12.7% upside potential over the next 12 months. Looking at hedge fund activity, three managers have increased their holdings, while three managers opened new positions. Moreover, GLPI stock has positive indicators from bloggers and insiders. GLPI stock has an Outperform Smart Score of 9 out of 10.Camping World Holdings (NYSE: CWH)Dividend yield: 8.18%Ex-dividend date: Jun 13, 2022Payout ratio: 28.67%Payout date: Jun 29, 2022Camping World Holdings is the largest retailer of recreational vehicles and related products and services. CWH stock has a Moderate Buy consensus rating on TipRanks, based on four Buy and three Hold recommendations. The average price target of $36.43 indicates32.9% upside potential over the next 12 months. Looking at hedge fund activity, Chuck Royce of Royce & Associates LLC and Joel Greenblattof Gotham Asset Management LLC reduced their holdings. Nevertheless, CWH stock has a positive signal from bloggers and insiders. CWH stock has an Outperform Smart Score of 8 out of 10.Medical Properties (NYSE: MPW)Dividend yield: 6.08%Ex-dividend date: Jun 16, 2022Payout ratio: 60.37%Payout date: Jul 14, 2022Medical Properties is a healthcare-focused real estate investment trust. MPW has increased dividends for nine consecutive years. Its stock has received six Buy and five Hold recommendations in the past three months. Further, analysts’ average price target of $22 indicates 18.4% upside potential over the next 12 months. The hedge fund trading activity shows that Jeffrey Furberof AEW Capital Management and Robert Nakaof Forward Management opened new positions. Meanwhile, two managers increased their holdings. Meanwhile, TipRanks’ investors are positive on MPW stock, and2% of these investors have raised their holding in one month. With hedge funds, TipRanks investors, and bloggers bullish on MPW, the stock has an Outperform Smart Score of 9 out of 10.Dividend Yield & Dividend PayoutCompanies determine dividend amounts per share. This can make it difficult for investors to compare the best dividend stocks. Imagine you invest $1,000 in 2 companies. One has shares that trade for $10, and the other has shares that trade for $500. Both offer investors $2 per share in dividend payments. The solution to comparing the companies’ dividends is dividend yield, which shows dividend payment relative to the share price as a percentage.It is worth knowing the payout ratio of a dividend stock. This is the proportion of earnings a company pays out as dividends. If the ratio is over 100% this may mean that there is a possibility that a company will reduce its dividends.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012444375,"gmtCreate":1649376642075,"gmtModify":1676534500924,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Looking forward 👍❤️😁","listText":"Looking forward 👍❤️😁","text":"Looking forward 👍❤️😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012444375","repostId":"1163263807","repostType":4,"repost":{"id":"1163263807","pubTimestamp":1649375407,"share":"https://www.laohu8.com/m/news/1163263807?lang=&edition=full","pubTime":"2022-04-08 07:50","market":"us","language":"en","title":"TSLA Stock Is a Buy as Giga Austin Opens Its Doors","url":"https://stock-news.laohu8.com/highlight/detail?id=1163263807","media":"InvestorPlace","summary":"We are just a few hours away from today’s Tesla (NASDAQ:TSLA) GigaFest. The event, also called the C","content":"<html><head></head><body><p>We are just a few hours away from today’s <b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) GigaFest. The event, also called the Cyber Rodeo, marks the opening of the electric vehicle(EV) producer’s new factory based in Austin, Texas. This facility serves as a production hub for the Model Y. Today, though, a lucky 15,000 people will be able to see what else is going on behind its doors. TSLA stock is currently trading flat, but this highly anticipated event promises to generate more momentum for shares.</p><p>For all the hype that has surrounded GigaFest, this week has still been difficult for TSLA stock. Shares rose this morning but were quick to fall after an hour or so. However, they have since picked up new upward momentum.</p><p>GigaFest is set to begin at 4 p.m. Central Standard Time. Shares of Tesla will likely rise as the event draws closer and closer.</p><p>What’s Happening with TSLA Stock?</p><p>Less than one month ago, Tesla successfully pulled off the grand opening of Gigafactory Berlin-Brandenburg. The event featured everything from product updates to CEO Elon Musk dancing. While investors don’t know if the dancing will carry over to Cyber Rodeo, they should certainly expect updates on new company innovations.</p><p>Gigafactory Texas’ primary focus will be Model Y production. However, a Tesla Semi truck was also spotted recently on the facility grounds. This suggests attendees will also be able to see the heavy-duty electric truck up close at the event.</p><p>TSLA stock popped after Musk provided a promising update on the Cybertruckat the Berlin event. Now, reports indicate that Tesla plans to shift production of the Semi to the Austin-based facility. If it begins mass-producing the EV there, shares will see a significant spike as orders roll in.</p><p>Of course, it should also be noted that the name Cyber Rodeo is likely a nod to the highly anticipated Cybertruck. The EV won’t be made for months, but the CEO clearly understands the need to keep enthusiasts excited about its pending arrival.</p><p>Finally, the GigaFest will likely bring an update on Tesla’sbattery progress as well. Part of the importance of the Texas facility is the capacity it provides for battery production. It’s vital for the company’s expansion as it scales for both EVs and batteries. Barring any future complications, the Austin factory will allow Tesla to do both and drive up TSLA stock as a result.</p><p>What It Means</p><p>Only 15,000 people received invitations to GigaFest, but all eyes will be on the event as it kicks off today. Will it drive momentum for TSLA? Yes, without a doubt. But investors should be more focused on the insights the event will provide into future plans. Musk is clearly focused on expansion and scaling production. The event also comes at a time when Tesla is riding high from a new quarterly sales record.</p><p>Tesla has proven it can withstand supply-chain shortages and continue pushing forward. Now, GigaFest should give investors a preview of what to expect as Tesla maneuvers through the EV race. Looking forward, expect TSLA stock to keep on rising.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock Is a Buy as Giga Austin Opens Its Doors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSLA Stock Is a Buy as Giga Austin Opens Its Doors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 07:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/tsla-stock-is-a-buy-as-giga-austin-opens-its-doors/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We are just a few hours away from today’s Tesla (NASDAQ:TSLA) GigaFest. The event, also called the Cyber Rodeo, marks the opening of the electric vehicle(EV) producer’s new factory based in Austin, ...</p>\n\n<a href=\"https://investorplace.com/2022/04/tsla-stock-is-a-buy-as-giga-austin-opens-its-doors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/04/tsla-stock-is-a-buy-as-giga-austin-opens-its-doors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163263807","content_text":"We are just a few hours away from today’s Tesla (NASDAQ:TSLA) GigaFest. The event, also called the Cyber Rodeo, marks the opening of the electric vehicle(EV) producer’s new factory based in Austin, Texas. This facility serves as a production hub for the Model Y. Today, though, a lucky 15,000 people will be able to see what else is going on behind its doors. TSLA stock is currently trading flat, but this highly anticipated event promises to generate more momentum for shares.For all the hype that has surrounded GigaFest, this week has still been difficult for TSLA stock. Shares rose this morning but were quick to fall after an hour or so. However, they have since picked up new upward momentum.GigaFest is set to begin at 4 p.m. Central Standard Time. Shares of Tesla will likely rise as the event draws closer and closer.What’s Happening with TSLA Stock?Less than one month ago, Tesla successfully pulled off the grand opening of Gigafactory Berlin-Brandenburg. The event featured everything from product updates to CEO Elon Musk dancing. While investors don’t know if the dancing will carry over to Cyber Rodeo, they should certainly expect updates on new company innovations.Gigafactory Texas’ primary focus will be Model Y production. However, a Tesla Semi truck was also spotted recently on the facility grounds. This suggests attendees will also be able to see the heavy-duty electric truck up close at the event.TSLA stock popped after Musk provided a promising update on the Cybertruckat the Berlin event. Now, reports indicate that Tesla plans to shift production of the Semi to the Austin-based facility. If it begins mass-producing the EV there, shares will see a significant spike as orders roll in.Of course, it should also be noted that the name Cyber Rodeo is likely a nod to the highly anticipated Cybertruck. The EV won’t be made for months, but the CEO clearly understands the need to keep enthusiasts excited about its pending arrival.Finally, the GigaFest will likely bring an update on Tesla’sbattery progress as well. Part of the importance of the Texas facility is the capacity it provides for battery production. It’s vital for the company’s expansion as it scales for both EVs and batteries. Barring any future complications, the Austin factory will allow Tesla to do both and drive up TSLA stock as a result.What It MeansOnly 15,000 people received invitations to GigaFest, but all eyes will be on the event as it kicks off today. Will it drive momentum for TSLA? Yes, without a doubt. But investors should be more focused on the insights the event will provide into future plans. Musk is clearly focused on expansion and scaling production. The event also comes at a time when Tesla is riding high from a new quarterly sales record.Tesla has proven it can withstand supply-chain shortages and continue pushing forward. Now, GigaFest should give investors a preview of what to expect as Tesla maneuvers through the EV race. Looking forward, expect TSLA stock to keep on rising.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089437756,"gmtCreate":1650018937288,"gmtModify":1676534630148,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Can play&nbsp;Twitter for short term👍","listText":"Can play&nbsp;Twitter for short term👍","text":"Can play Twitter for short term👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089437756","repostId":"1137462158","repostType":4,"repost":{"id":"1137462158","pubTimestamp":1650036589,"share":"https://www.laohu8.com/m/news/1137462158?lang=&edition=full","pubTime":"2022-04-15 23:29","market":"us","language":"en","title":"Twitter Stock Could Crash 20%, Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1137462158","media":"InvestorPlace","summary":"Investors in social media platform Twitter  have seen some pretty impressive volatility play out. Th","content":"<html><head></head><body><p>Investors in social media platform <a href=\"https://laohu8.com/S/TWTR\">Twitter </a> have seen some pretty impressive volatility play out. The price action with TWTR stock has provided traders with the kind of volatility they like to see. However, for longer-term investors, this directional move may not be so positive.</p><p>Shares of Twitter stock jumped 3.5% in aftermarket trading. This came on news that celebrity CEO Elon Musk had put forward a buyout offer for the entire company. Previously, Musk purchased 9.1% of the company in a series of surprise purchases over the course of the past few weeks. Accordingly, this move to buy the company has created a lot of buzz.</p><p>That said, the market appears to be calling “nonsense” with this move. It’s worth noting that TWTR stock did trade above $70 per share during the previous rally. Accordingly, a $54.20 offer for the entire company may simply not be enough to get this deal done. Additionally, Musk’s asserting that this offer is “best and final” doesn’t appear to bode well for a buyout happening in the near term.</p><p>In addition to this saga, there’s some chatter around why this offer could be a net negative for the social media platform. Let’s dive into why some are suggesting Twitter could crash 20% from here.</p><p><b>Analyst Suggests TWTR Stock Could Crash 20%</b></p><p>This buyout offer from Musk paints Twitter in a corner. At least, that’s what Jeffries analyst Brent Thill thinks.</p><p>Thill suggests in a research note that should Twitter reject Musk’s offer, which is what’s anticipated to happen (at least what the market is pricing in), then Twitter stock could have substantial downside from here. This analyst believes the downside correlated with the rejection of Musk’s bid could approximate 20% or more.</p><p>Much of that has to do with how high TWTR stock has already run prior to this announcement. Having Elon Musk as an investor appears to have been reason enough for many retail investors to jump on board. Accordingly, the rejection of this offer could lead to Musk offloading his position and the company needing to seek out additional bids.</p><p>While Thill does think a strategy consortium of buyers could present themselves in the event this stock sells off after rejecting Musk’s offer, volatility is likely to remain high with this stock for some time.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter Stock Could Crash 20%, Here’s Why</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\">\nTwitter Stock Could Crash 20%, Here’s Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/twitter-twtr-stock-could-crash-20-heres-why/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in social media platform Twitter  have seen some pretty impressive volatility play out. The price action with TWTR stock has provided traders with the kind of volatility they like to see. ...</p>\n\n<a href=\"https://investorplace.com/2022/04/twitter-twtr-stock-could-crash-20-heres-why/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://investorplace.com/2022/04/twitter-twtr-stock-could-crash-20-heres-why/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137462158","content_text":"Investors in social media platform Twitter  have seen some pretty impressive volatility play out. The price action with TWTR stock has provided traders with the kind of volatility they like to see. However, for longer-term investors, this directional move may not be so positive.Shares of Twitter stock jumped 3.5% in aftermarket trading. This came on news that celebrity CEO Elon Musk had put forward a buyout offer for the entire company. Previously, Musk purchased 9.1% of the company in a series of surprise purchases over the course of the past few weeks. Accordingly, this move to buy the company has created a lot of buzz.That said, the market appears to be calling “nonsense” with this move. It’s worth noting that TWTR stock did trade above $70 per share during the previous rally. Accordingly, a $54.20 offer for the entire company may simply not be enough to get this deal done. Additionally, Musk’s asserting that this offer is “best and final” doesn’t appear to bode well for a buyout happening in the near term.In addition to this saga, there’s some chatter around why this offer could be a net negative for the social media platform. Let’s dive into why some are suggesting Twitter could crash 20% from here.Analyst Suggests TWTR Stock Could Crash 20%This buyout offer from Musk paints Twitter in a corner. At least, that’s what Jeffries analyst Brent Thill thinks.Thill suggests in a research note that should Twitter reject Musk’s offer, which is what’s anticipated to happen (at least what the market is pricing in), then Twitter stock could have substantial downside from here. This analyst believes the downside correlated with the rejection of Musk’s bid could approximate 20% or more.Much of that has to do with how high TWTR stock has already run prior to this announcement. Having Elon Musk as an investor appears to have been reason enough for many retail investors to jump on board. Accordingly, the rejection of this offer could lead to Musk offloading his position and the company needing to seek out additional bids.While Thill does think a strategy consortium of buyers could present themselves in the event this stock sells off after rejecting Musk’s offer, volatility is likely to remain high with this stock for some time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029307771,"gmtCreate":1652738480293,"gmtModify":1676535148957,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Golden Apple🤣🤣","listText":"Golden Apple🤣🤣","text":"Golden Apple🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029307771","repostId":"2235798704","repostType":4,"repost":{"id":"2235798704","pubTimestamp":1652714308,"share":"https://www.laohu8.com/m/news/2235798704?lang=&edition=full","pubTime":"2022-05-16 23:18","market":"us","language":"en","title":"Apple: One Big Time Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2235798704","media":"Seeking Alpha","summary":"Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal co","content":"<html><head></head><body><h2>Investment Thesis</h2><p>Apple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple&#39;s service revenue upwards at a rapid pace, and the overall company&#39;s profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:</p><ul><li>Apple&#39;s high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.</li><li>Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).</li><li>The market volatility and tech sector sell-off dragged Apple&#39;s stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.</li></ul><h3>Growing in Right Segments</h3><p>Since I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.</p><p>Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.</p><p>Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.</p><p><img src=\"https://static.tigerbbs.com/141d5a91e5df23365dae251e9bab5e0b\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>Performance by Segments (SEC Filings)</p><p><img src=\"https://static.tigerbbs.com/121762b45f7dec13cf921113a187da10\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/></p><p>Gross Margins of Apple by Segments (SEC Filings)</p><h4>Strong Revenue Growth Trajectory</h4><p>Apple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.</p><p>As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.</p><p><img src=\"https://static.tigerbbs.com/ac35dc5d8146da0ab3d88270dbc0b6db\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h4>Favorable Valuation Thanks to Volatility</h4><p>Ongoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve&#39;s changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.</p><p><img src=\"https://static.tigerbbs.com/60f28dab37b8c21b885a326a9994c721\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>Nasdaq Index (CNBC)</p><h2>Intrinsic Value Estimation</h2><p>I used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.</p><p>The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.</p><table><tbody><tr><td></td><td><p>Price Target</p></td><td><p>Upside</p></td></tr><tr><td><p>Base Case</p></td><td><p>$170.23</p></td><td><p>16%</p></td></tr><tr><td><p>Bullish Case</p></td><td><p>$182.92</p></td><td><p>24%</p></td></tr><tr><td><p>Very Bullish Case</p></td><td><p>$196.41</p></td><td><p>34%</p></td></tr></tbody></table><p>The assumptions and data used for the price target estimation are summarized below:</p><ul><li>WACC: 9.0%</li><li>EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)</li><li>Current EBITDA: $130 B</li><li>Current Stock Price: $147.11 (05/14/2022)</li><li>Tax rate: 20%</li></ul><h2>Cappuccino Stock Rating</h2><p>The details of the metric is explained in this article.</p><table><colgroup></colgroup><tbody><tr><td></td><td>Weighting</td><td>AAPL</td></tr><tr><td>Economic Moat Strength</td><td>30%</td><td>5</td></tr><tr><td>Financial Strength</td><td>30%</td><td>4</td></tr><tr><td>Growth Rate vs. Sector</td><td>15%</td><td>3</td></tr><tr><td>Margin of Safety</td><td>15%</td><td>5</td></tr><tr><td>Sector Outlook</td><td>10%</td><td>4</td></tr><tr><td><b>Overall</b></td><td></td><td><b>4.3</b></td></tr></tbody></table><h4><b>Economic Moat Strength - 5/5</b></h4><p>Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.</p><h4><b>Financial Strength - 4/5</b></h4><p>Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.</p><h4><b>Growth Rate - 3/5</b></h4><p>Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.</p><h4><b>Margin of Safety - 5/5</b></h4><p>Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn&#39;t make sense.</p><h4><b>Sector Outlook - 4/5</b></h4><p>The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.</p><h2>Risk</h2><p>Apple&#39;s main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don&#39;t expect Apple to struggle. However, I wouldn&#39;t expect large growth from the iPhone segment in the future.</p><p><img src=\"https://static.tigerbbs.com/5030495bf9b76a7a51f6dd535431666c\" tg-width=\"640\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>Global Smartphone Market Share (Counterpoint)</p><p>As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don&#39;t expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.</p><h2>Conclusion</h2><p>Apple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.</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>Apple: One Big Time Sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: One Big Time Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4511930-apple-one-big-time-sale><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4511930-apple-one-big-time-sale\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4511930-apple-one-big-time-sale","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235798704","content_text":"Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple's service revenue upwards at a rapid pace, and the overall company's profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:Apple's high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).The market volatility and tech sector sell-off dragged Apple's stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.Growing in Right SegmentsSince I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.Performance by Segments (SEC Filings)Gross Margins of Apple by Segments (SEC Filings)Strong Revenue Growth TrajectoryApple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.Data by YChartsFavorable Valuation Thanks to VolatilityOngoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve's changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.Nasdaq Index (CNBC)Intrinsic Value EstimationI used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.Price TargetUpsideBase Case$170.2316%Bullish Case$182.9224%Very Bullish Case$196.4134%The assumptions and data used for the price target estimation are summarized below:WACC: 9.0%EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)Current EBITDA: $130 BCurrent Stock Price: $147.11 (05/14/2022)Tax rate: 20%Cappuccino Stock RatingThe details of the metric is explained in this article.WeightingAAPLEconomic Moat Strength30%5Financial Strength30%4Growth Rate vs. Sector15%3Margin of Safety15%5Sector Outlook10%4Overall4.3Economic Moat Strength - 5/5Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.Financial Strength - 4/5Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.Growth Rate - 3/5Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.Margin of Safety - 5/5Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn't make sense.Sector Outlook - 4/5The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.RiskApple's main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don't expect Apple to struggle. However, I wouldn't expect large growth from the iPhone segment in the future.Global Smartphone Market Share (Counterpoint)As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don't expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.ConclusionApple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086668657,"gmtCreate":1650450487986,"gmtModify":1676534726525,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Different Analyst had different views. Dont know whose is true!","listText":"Different Analyst had different views. Dont know whose is true!","text":"Different Analyst had different views. Dont know whose is true!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086668657","repostId":"2228582913","repostType":4,"repost":{"id":"2228582913","pubTimestamp":1650447329,"share":"https://www.laohu8.com/m/news/2228582913?lang=&edition=full","pubTime":"2022-04-20 17:35","market":"us","language":"en","title":"Nvidia: High Crypto-Mining Exposure Makes It A Sell In The Near Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2228582913","media":"seekingalpha","summary":"Nvidia Corporation's (NASDAQ:NVDA) dominance in high-end GPU markets for the past half-decade is unc","content":"<html><head></head><body><p>Nvidia Corporation&#39;s (NASDAQ:NVDA) dominance in high-end GPU markets for the past half-decade is uncontested, but its golden age appears to pause with Ethereum&#39;s anticipated switch from Proof of Work to Proof of Stake. Proof of Work allows individuals to mine using GPUs and requires massive computing power. The new system is Proof of Stake, which follows a mechanism of processing transactions and creating new blocks inside a blockchain without the need for complex computations. The shift will eliminate the need to buy GPUs for crypto-mining. We believe Nvidia&#39;s management has understated its exposure to GPU sales in the crypto-mining market.</p><p>We believe Nvidia is a sell with the firm conviction that the company will not be able to keep up with its high valuation. The recent 2022 Investor Day Presentation outlines a Total Addressable Market (TAM) narrative that forecasts increasing revenues. Our numbers show this TAM narrative is unlikely, at best. We estimate Ethereum&#39;s move to Proof of Stake will likely impact Nvidia a minimum of $500 million and up to $1billion in revenue. So, therefore, we believe Nvidia stock is at the risk of a significant sell-off before the market prices in the new market reality.</p><h2><b>What Nvidia&#39;s (not) telling you</b></h2><p>The America-based semi giant has maintained leadership in manufacturing and designing computer graphic processors that operate through Graphics Processing Units (&#34;GPU&#34;). Like most semi-products, GPUs form an essential part of our lives, whether through computers, playstation5 graphics, or mining Ethereum in a blockchain. Indeed, Nvidia has a range of end markets it operates through: Gaming (45%), Data Centers (41%), Professional Visualization (8%), Automotive (2%), and Original Equipment Manufacturer (3%).</p><p>Innovation and tech in all these sectors have consolidated a name for Nvidia, even more so now with the Omniverse, Hooper Data Center GPU, and Grace ARM-based CPU. However, the company&#39;s expected upcoming stock pullback is not a result technological shortcomings, but rather its lack of transparency with investors about their exposure to crypto-mining demand.</p><p>The growth outlined in the GTC 2022 is based on outdated end-market demand and does well to tip-toe around Nvidia&#39;s affair with crypto-mining. Nvidia&#39;s earning presentations from the past 12 quarters fail to mention its exposure to GPU sales related to crypto-mining. We believe investors underestimate Nvidia&#39;s Crypto mining exposure at their peril.</p><h2><b>The link between Nvidia and Crypto mining is well established</b></h2><p>The link between Nvidia and crypto mining is no secret. The only way to mine Ethereum had been through GPUs, and the best GPUs are from Nvidia. The two have been married in their rise and drop since 2017. So much so, that the Ethereum 2018 hash rate dip correlates with a drop in NVDA&#39;s stock for the fiscal year of 2019. We saw this again last year (2021), when the decline in cryptocurrency-related sales impacted Nvidia stock earlier this year, bringing about a 27% decline in January 2022.</p><p>Nvidia has again slipped into the same position, and we know the secret of what&#39;s ahead. The following charts illustrate how Nvidia&#39;s stock price correlates to Ethereum&#39;s price.</p><p><img src=\"https://static.tigerbbs.com/a1249842febd4128cf317401ff809813\" tg-width=\"1280\" tg-height=\"751\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>MacroAxis</p><h2><b>Stock performance</b></h2><p>Nvidia&#39;s stock is another pandemic favorite. We witnessed the stock grow 223% since the pandemic&#39;s beginning around March 2020. Specifically, NVDA stock increased 122% in 2020, 125% in 2021, and YTD, the stock is down about 26%. We do not think the stock decline is done yet, since the expected revenue declines due to the waning of Crypto Mining are not priced in. Therefore, we expect another down leg from the current levels on the stock. The following chart illustrates Nvidia&#39;s performance over the last two years.<img src=\"https://static.tigerbbs.com/6030f950931b3c004e6b34356f73a29a\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts</p><p>Ycharts</p><p><img src=\"https://static.tigerbbs.com/ef85ebf29bd92fe80d8451817870f1db\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><h2><b>Valuation</b></h2><p>Nvidia is richly valued. The stock is currently trading at around $218 per share. Nvidia is relatively expensive, trading at 15.3x EV/C2022 sales versus the peer group average of 5.1x. On a P/E basis, it is trading at 39.4x C2022 EPS of $5.53, versus the peer group average of 17.4x.</p><p>Even adjusting for growth, we believe Nvidia is expensive. On a growth-adjusted basis, Nvidia is trading at 0.7x. We believe revenue and EPS estimates are at risk due to the impending slow-down in the crypto mining market. We believe NVDA&#39;s valuation is too high considering the imminent decline in crypto-mining demand and the negative shift in demand signals from the computer, consumer, and communications OEMs. The following chart illustrates Nvidia&#39;s peer group valuation.</p><p><img src=\"https://static.tigerbbs.com/a72e7ba84017776aaf565cbd076c700f\" tg-width=\"640\" tg-height=\"295\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Refinitiv</p><h2><b>Word on Wall Street</b></h2><p>Market consensus pushes for a strong buy on Nvidia stock, making up 81% of the sell-side ratings, with the remaining being neutral/hold rated on the stock. The overwhelming buy consensus is a natural result of investor confidence after Nvidia&#39;s GTC. The average price target on Nvidia is $338, while the median is around $350.</p><p>We do not believe the sell-side is pricing in the demand slow-down from the crypto mining business. We think there is more downside on the stock than the market is pricing it in. The following chart illustrates the sell-side ratings, price targets, and upside potential.</p><p><img src=\"https://static.tigerbbs.com/62362c582546dfe78faebc1eb04a5ad6\" tg-width=\"522\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Refinitiv</p><h2><b>What to do with the stock</b></h2><p>We recommend investors sell NVDA at its current levels. Crypto-mining GPU demand and the pandemic did drive up revenues previously, but both are expected to be no longer factors in 2H22. We expect a steep decline, which seems unavoidable, especially since Nvidia is still unwilling to admit its exposure to crypto-mining demand.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: High Crypto-Mining Exposure Makes It A Sell In The Near Term</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: High Crypto-Mining Exposure Makes It A Sell In The Near Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 17:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502165-nvidia-high-crypto-mining-exposure-makes-it-a-sell-in-the-near-term><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's (NASDAQ:NVDA) dominance in high-end GPU markets for the past half-decade is uncontested, but its golden age appears to pause with Ethereum's anticipated switch from Proof of Work ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502165-nvidia-high-crypto-mining-exposure-makes-it-a-sell-in-the-near-term\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4567":"ESG概念","BK4527":"明星科技股","BK4543":"AI","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4581":"高盛持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4549":"软银资本持仓","BK4141":"半导体产品","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://seekingalpha.com/article/4502165-nvidia-high-crypto-mining-exposure-makes-it-a-sell-in-the-near-term","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2228582913","content_text":"Nvidia Corporation's (NASDAQ:NVDA) dominance in high-end GPU markets for the past half-decade is uncontested, but its golden age appears to pause with Ethereum's anticipated switch from Proof of Work to Proof of Stake. Proof of Work allows individuals to mine using GPUs and requires massive computing power. The new system is Proof of Stake, which follows a mechanism of processing transactions and creating new blocks inside a blockchain without the need for complex computations. The shift will eliminate the need to buy GPUs for crypto-mining. We believe Nvidia's management has understated its exposure to GPU sales in the crypto-mining market.We believe Nvidia is a sell with the firm conviction that the company will not be able to keep up with its high valuation. The recent 2022 Investor Day Presentation outlines a Total Addressable Market (TAM) narrative that forecasts increasing revenues. Our numbers show this TAM narrative is unlikely, at best. We estimate Ethereum's move to Proof of Stake will likely impact Nvidia a minimum of $500 million and up to $1billion in revenue. So, therefore, we believe Nvidia stock is at the risk of a significant sell-off before the market prices in the new market reality.What Nvidia's (not) telling youThe America-based semi giant has maintained leadership in manufacturing and designing computer graphic processors that operate through Graphics Processing Units (\"GPU\"). Like most semi-products, GPUs form an essential part of our lives, whether through computers, playstation5 graphics, or mining Ethereum in a blockchain. Indeed, Nvidia has a range of end markets it operates through: Gaming (45%), Data Centers (41%), Professional Visualization (8%), Automotive (2%), and Original Equipment Manufacturer (3%).Innovation and tech in all these sectors have consolidated a name for Nvidia, even more so now with the Omniverse, Hooper Data Center GPU, and Grace ARM-based CPU. However, the company's expected upcoming stock pullback is not a result technological shortcomings, but rather its lack of transparency with investors about their exposure to crypto-mining demand.The growth outlined in the GTC 2022 is based on outdated end-market demand and does well to tip-toe around Nvidia's affair with crypto-mining. Nvidia's earning presentations from the past 12 quarters fail to mention its exposure to GPU sales related to crypto-mining. We believe investors underestimate Nvidia's Crypto mining exposure at their peril.The link between Nvidia and Crypto mining is well establishedThe link between Nvidia and crypto mining is no secret. The only way to mine Ethereum had been through GPUs, and the best GPUs are from Nvidia. The two have been married in their rise and drop since 2017. So much so, that the Ethereum 2018 hash rate dip correlates with a drop in NVDA's stock for the fiscal year of 2019. We saw this again last year (2021), when the decline in cryptocurrency-related sales impacted Nvidia stock earlier this year, bringing about a 27% decline in January 2022.Nvidia has again slipped into the same position, and we know the secret of what's ahead. The following charts illustrate how Nvidia's stock price correlates to Ethereum's price.MacroAxisStock performanceNvidia's stock is another pandemic favorite. We witnessed the stock grow 223% since the pandemic's beginning around March 2020. Specifically, NVDA stock increased 122% in 2020, 125% in 2021, and YTD, the stock is down about 26%. We do not think the stock decline is done yet, since the expected revenue declines due to the waning of Crypto Mining are not priced in. Therefore, we expect another down leg from the current levels on the stock. The following chart illustrates Nvidia's performance over the last two years.YChartsYchartsYchartsValuationNvidia is richly valued. The stock is currently trading at around $218 per share. Nvidia is relatively expensive, trading at 15.3x EV/C2022 sales versus the peer group average of 5.1x. On a P/E basis, it is trading at 39.4x C2022 EPS of $5.53, versus the peer group average of 17.4x.Even adjusting for growth, we believe Nvidia is expensive. On a growth-adjusted basis, Nvidia is trading at 0.7x. We believe revenue and EPS estimates are at risk due to the impending slow-down in the crypto mining market. We believe NVDA's valuation is too high considering the imminent decline in crypto-mining demand and the negative shift in demand signals from the computer, consumer, and communications OEMs. The following chart illustrates Nvidia's peer group valuation.RefinitivWord on Wall StreetMarket consensus pushes for a strong buy on Nvidia stock, making up 81% of the sell-side ratings, with the remaining being neutral/hold rated on the stock. The overwhelming buy consensus is a natural result of investor confidence after Nvidia's GTC. The average price target on Nvidia is $338, while the median is around $350.We do not believe the sell-side is pricing in the demand slow-down from the crypto mining business. We think there is more downside on the stock than the market is pricing it in. The following chart illustrates the sell-side ratings, price targets, and upside potential.RefinitivWhat to do with the stockWe recommend investors sell NVDA at its current levels. Crypto-mining GPU demand and the pandemic did drive up revenues previously, but both are expected to be no longer factors in 2H22. We expect a steep decline, which seems unavoidable, especially since Nvidia is still unwilling to admit its exposure to crypto-mining demand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908295535,"gmtCreate":1659395064428,"gmtModify":1705979771561,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>good, moving up","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>good, moving up","text":"$Tesla Motors(TSLA)$good, moving up","images":[{"img":"https://community-static.tradeup.com/news/e4aae9e86ca7d47f0eecf87a7459e736","width":"828","height":"2125"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908295535","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0},"content":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","text":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","html":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9076765914,"gmtCreate":1657922582338,"gmtModify":1676536080591,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Good news❤️","listText":"Good news❤️","text":"Good news❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076765914","repostId":"1173778264","repostType":4,"repost":{"id":"1173778264","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":1657898350,"share":"https://www.laohu8.com/m/news/1173778264?lang=&edition=full","pubTime":"2022-07-15 23:19","market":"us","language":"en","title":"U.S. Stocks Took off in Morning Trading; Dow Jones Surged Over 2% While S&P500 and Nasdaq Rose Over 1.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1173778264","media":"Tiger Newspress","summary":"U.S. stocks took off in morning trading. Dow Jones surged 2.09%; S&P500 jumped 1.79% while Nasdaq ro","content":"<html><head></head><body><p>U.S. stocks took off in morning trading. Dow Jones surged 2.09%; S&amp;P500 jumped 1.79% while Nasdaq rose 1.51%. </p><p><img src=\"https://static.tigerbbs.com/0e901d7f48f1db68cf6d1087d1eca2e3\" tg-width=\"627\" tg-height=\"122\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Took off in Morning Trading; Dow Jones Surged Over 2% While S&P500 and Nasdaq Rose Over 1.5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Took off in Morning Trading; Dow Jones Surged Over 2% While S&P500 and Nasdaq Rose Over 1.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-15 23:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks took off in morning trading. Dow Jones surged 2.09%; S&amp;P500 jumped 1.79% while Nasdaq rose 1.51%. </p><p><img src=\"https://static.tigerbbs.com/0e901d7f48f1db68cf6d1087d1eca2e3\" tg-width=\"627\" tg-height=\"122\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173778264","content_text":"U.S. stocks took off in morning trading. Dow Jones surged 2.09%; S&P500 jumped 1.79% while Nasdaq rose 1.51%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073404126,"gmtCreate":1657403382565,"gmtModify":1676536001435,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"start&nbsp;moving up","listText":"start&nbsp;moving up","text":"start moving up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073404126","repostId":"2249893579","repostType":4,"repost":{"id":"2249893579","pubTimestamp":1657337337,"share":"https://www.laohu8.com/m/news/2249893579?lang=&edition=full","pubTime":"2022-07-09 11:28","market":"us","language":"en","title":"Nvidia: Time To Buy The King Of Data Centers","url":"https://stock-news.laohu8.com/highlight/detail?id=2249893579","media":"Seekingalpha","summary":"Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become it","content":"<html><head></head><body><p>Nvidia Corporation&#39;s (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown of its data center business across 6 data center classes, we examined its product offering that caters to these customers and determined the outlook of its data center business segment as a whole.</p><p>Moreover, we looked into the company’s product offerings of its GPUs and software to offer the full stack for data centers and how it is integrating AI and software functionalities to build on its data center leadership.</p><p>As it recently introduced its Arm CPU products for data centers, we analyzed the Arm CPU market and the players within, and projected its share vs x86 processors. Based on this, we estimated the market opportunity for Nvidia and its revenue growth.</p><h2><b>Dominating Data Centers Across All 6 Classes</b></h2><p>Nvidia’s data center segment has become its largest segment accounting for 45% of revenues in Q1 FY2023 and had the highest growth CAGR of 73.8% in the past 5 years. Its computing platform consists of hardware and software such as GPUs, DPUs, interconnects and systems, CUDA programming model and software libraries. According to Nvidia’s CEO, the company listed 6 types of data center classes: supercomputing centers, enterprise computing data centers, hyperscalers, cloud computing and two new classes which are FactoryAI and edge data centers. In the table below, we compiled the different data center classes by their market sizes, forecast CAGR, location, applications, users, relative compute power and footprint.</p><table><tbody><tr><td><p><b>Data Center</b></p></td><td><p><b>Market Size ($ bln)</b></p></td><td><p><b>Market Forecast CAGR</b></p></td><td><p><b>Computer Power</b></p></td><td><p><b>Location</b></p></td><td><p><b>Footprint (&#39;size&#39;)</b></p></td><td><p><b>Types of Users/ Operators</b></p></td><td><p><b>Applications</b></p></td></tr><tr><td><p>Supercomputing Data Center</p></td><td><p>6.5</p></td><td><p>16.2%</p></td><td><p>Very High</p></td><td><p>Self-operated</p></td><td><p>Large</p></td><td><p>Governments, aerospace, petroleum, and automotive industries</p></td><td><p>HPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research</p></td></tr><tr><td><p>Hyperscale Data Center</p></td><td><p>32.2</p></td><td><p>14.9%</p></td><td><p>High</p></td><td><p>Self-operated</p></td><td><p>Very Large</p></td><td><p>Large multinational companies, cloud service providers</p></td><td><p>Colocation, cryptography, genome processing, and 3D rendering</p></td></tr><tr><td><p>Enterprise Data Center</p></td><td><p>84.2</p></td><td><p>12.0%</p></td><td><p>Low</p></td><td><p>Self-operated</p></td><td><p>Medium</p></td><td><p>Enterprises (Various industries)</p></td><td><p>Company networks and systems (Various industries)</p></td></tr><tr><td><p>Cloud Computing Data Center</p></td><td><p>358.8</p></td><td><p>16.4%</p></td><td><p>High</p></td><td><p>Third-party</p></td><td><p>Very Large</p></td><td><p>Cloud service providers</p></td><td><p>Cloud-native application development, storage (IaaS), streaming, data analytics</p></td></tr><tr><td><p>Edge Data Center</p></td><td><p>7.9</p></td><td><p>17.0%</p></td><td><p>Medium</p></td><td><p>Third-party</p></td><td><p>Medium</p></td><td><p>Edge Data Center Companies, Telco, Healthcare</p></td><td><p>5G, AV, Telemedicine, data analytics,</p></td></tr><tr><td><p>Factory AI Data Center</p></td><td><p>2.3</p></td><td><p>47.9%</p></td><td><p>Medium</p></td><td><p>Self-operated</p></td><td><p>Low</p></td><td><p>Manufacturers</p></td><td><p>Supply Chain Optimization, Predictive Maintenance, Process Control</p></td></tr></tbody></table><p><i>Source: Research and Markets, Nvidia, Khaveen Investments</i></p><p>To illustrate the market sizes of each data center class, we compiled the market revenues and forecast CAGR of each data center class based on Research and Markets. Based on the table above, cloud computing is the largest ($359 bln) as it consists of major cloud service providers including AWS, Azure and Google Cloud. this is followed by Enterprise Data Centers. Overall, the combined market size of the 6 data center classes is worth around $491 bln. However, the new data center classes, Factory AI and edge data center, have the highest CAGR of 47.9% and 17% respectively.</p><h3><b>Supercomputing Data Center</b></h3><p>Firstly, supercomputing data centers which are computers with much higher computational capacities supporting intensive applications such as</p><blockquote>HPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research.</blockquote><p>In 2021, Nvidia claimed that 70% of the TOP500 supercomputers in the world are powered by its accelerators and it&#39;s even higher at 90% for new systems. The company had remarkable growth in this area over the past 10 years from 34% share of the TOP500 systems in 2011. For example, the company’s GPUs power the fastest supercomputers in the U.S. and Europe like the Oak Ridge National Labs’ Summit, the world’s smartest supercomputer. The company has recently introduced its H100 GPUs based on its Hopper architecture which follows its A100 GPUs based on its Ampere architecture. Supercomputers are equipped with a large number of GPUs, previously Nvidia stated that 6 supercomputers used a total of 13,000 A100 GPUs.</p><h3><b>Enterprise Data Center</b></h3><p>Besides supercomputers, the company also targets enterprise systems. According to Cisco, compared to other types of data centers, enterprise data centers are built and operated by companies within their premises and optimized for their users to support their data and storage requirements by companies in various industries such as IT, financial services, and healthcare. However, in comparison, hyperscale data centers have higher compute capacities. Based on Nvidia, its NVIDIA-Certified System</p><blockquote>enable enterprises to confidently deploy hardware solutions that securely and optimally run their modern accelerated workloads.</blockquote><p>The company’s Nvidia-certified data center partners include the top server providers such as Lenovo (OTCPK:LNVGY), Fujitsu (OTCPK:FJTSF), Dell (DELL), Cisco (CSCO), and HPE (HPE), with a combined market share of over 38% of the server market based on the IDC. Also, the company introduced its EGX for enterprise as well as edge computing.</p><h3><b>Hyperscale Data Centers</b></h3><p>Moreover, Nvidia also targets hyperscale data centers which are massive facilities exceeding 5,000 servers and 10,000 square feet according to the IDC. They are “designed to support robust and scalable applications” due to their agility to scale up or down to meet customers’ demands by adding more computing power to their infrastructure. For example, companies which operate these facilities include Yahoo, Facebook (META), Microsoft (MSFT), Apple (AAPL), Google (GOOG, GOOGL) and Amazon (AMZN). According to Vertiv, there were more than 600 hyperscale data centers in 2021. Nvidia has “ready-to-use system reference designs” based on its GPUs such as its HGX product for hyperscale and supercomputing data centers.</p><h3><b>Cloud Computing </b></h3><p>Additionally, the company also underline cloud computing data centers, allowing customers and developers to leverage Nvidia’s hardware through the cloud to support applications such as advanced medical imaging, automated customer service, and cinematic-quality gaming. According to Microsoft, cloud computing is the delivery of computing services over the internet with services such as IaaS, PaaS and SaaS with use cases including creating cloud-native applications, streaming and data analytics. Besides that, Nvidia has partnerships with major cloud service providers including Amazon, the market leader in the cloud infrastructure market with a 33% market share in 2021 according to Canalys, trailed by Microsoft Azure, Google Cloud and Alibaba Cloud (BABA, OTCPK:BABAF). These cloud providers are also part of the company’s partner ecosystem.</p><blockquote>And now, with NVIDIA’s GPU-accelerated solutions available through all top cloud platforms, innovators everywhere can access massive computing power on demand and with ease. – Nvidia</blockquote><h3><b>AI Factory </b></h3><p>In addition to these 4 classes of data centers, the company also highlighted the first new data center class which is “AI Factory.” According to CEO Jensen Huang, manufacturers are becoming “intelligence manufacturers” processing and refining data. The company highlighted its GPU-accelerated computing for applications leveraging AI including Supply Chain Optimization, Predictive Maintenance and Process Control for operations optimization improved time-to-insight and lower cost. According to Nvidia’s CEO, the company highlighted 150,000 factories refining data, creating models and becoming intelligence manufacturers. The company has its AGX platform for autonomous machines. For example, one customer of the company is BMW which is using its hardware and software for its robotics and machinery.</p><blockquote>The idea is to equip BMW’s factory with all manner of Nvidia hardware. First, the company will use Nvidia’s DGX and Isaac simulation software to train and test the robots; Nvidia Quadro ray-tracing GPUs will render synthetic machine parts. – Nvidia CEO</blockquote><h3><b>Edge Data Center</b></h3><p>Lastly, the company also highlighted edge data centers which are smaller data centers that are closer to end-users for lower latency and greater speed benefits according to Nlyte Software. Nvidia highlighted that edge data centers span a wide range of applications such as “warehouse, retail stores, cities, public places, cars, robots”. Compared to cloud computing where data is sent from the edge to the cloud, edge computing refers to data computed right at the edge. The company’s EGX for enterprise and edge computing. Based on the company, its NVIDIA EGX and Jetson solutions</p><blockquote>accelerate the most powerful edge computing systems to power diverse applications, including industrial inspection, predictive maintenance, factory robotics, and autonomous machines.</blockquote><p>Furthermore, we updated our revenue projection for Nvidia’s data center segment in the table below from our previous analysis based on its data center revenue share of the total cloud market capex. To derive this, we forecasted the total cloud market capex based on our projection of the total cloud market from data volume growth forecasts.</p><table><tbody><tr><td><p><b>Volume of Data Worldwide</b></p></td><td><p><b>2017</b></p></td><td><p><b>2018</b></p></td><td><p><b>2019</b></p></td><td><p><b>2020</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td></tr><tr><td><p>Cloud Infrastructure Market Revenues ($ bln)</p></td><td><p>46.5</p></td><td><p>69</p></td><td><p>96</p></td><td><p>129.5</p></td><td><p>178.0</p></td><td><p>248.1</p></td><td><p>349.7</p></td><td><p>485.7</p></td><td><p>679.8</p></td><td><p>951.4</p></td></tr><tr><td><p>Cloud Infrastructure Market Revenue Growth %</p></td><td><p>45%</p></td><td><p>48%</p></td><td><p>39%</p></td><td><p>35%</p></td><td><p>37%</p></td><td><p>39%</p></td><td><p>41%</p></td><td><p>39%</p></td><td><p>40%</p></td><td><p>40%</p></td></tr><tr><td><p>Data Volume (ZB)</p></td><td><p>26</p></td><td><p>33</p></td><td><p>41</p></td><td><p>64.2</p></td><td><p>79</p></td><td><p>97</p></td><td><p>120</p></td><td><p>147</p></td><td><p>181</p></td><td><p>222.9</p></td></tr><tr><td><p>Data Volume Growth %</p></td><td><p>44%</p></td><td><p>27%</p></td><td><p>24%</p></td><td><p>57%</p></td><td><p>23%</p></td><td><p>23%</p></td><td><p>24%</p></td><td><p>23%</p></td><td><p>23%</p></td><td><p>23%</p></td></tr><tr><td><p>Total Market Capex (Adjusted)</p></td><td><p>54.3</p></td><td><p>82.8</p></td><td><p>88.0</p></td><td><p>125.7</p></td><td><p>163.9</p></td><td><p>209</p></td><td><p>271</p></td><td><p>344</p></td><td><p>442</p></td><td><p>567</p></td></tr><tr><td><p>Total Market Capex Growth %</p></td><td><p>30%</p></td><td><p>52%</p></td><td><p>6%</p></td><td><p>43%</p></td><td><p>30%</p></td><td><p>28%</p></td><td><p>29%</p></td><td><p>27%</p></td><td><p>28%</p></td><td><p>28%</p></td></tr><tr><td><p>Nvidia Data Center Share of Capex Spend</p></td><td><p>3.6%</p></td><td><p>3.5%</p></td><td><p>3.4%</p></td><td><p>5.3%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td></tr><tr><td><p><b>Nvidia Data Center Revenues</b></p></td><td><p><b>1.9</b></p></td><td><p><b>2.9</b></p></td><td><p><b>3.0</b></p></td><td><p><b>6.7</b></p></td><td><p><b>10.6</b></p></td><td><p><b>13.6</b></p></td><td><p><b>17.5</b></p></td><td><p><b>22.3</b></p></td><td><p><b>28.6</b></p></td><td><p><b>36.7</b></p></td></tr><tr><td><p><b>Nvidia Data Center Revenues Growth %</b></p></td><td><p><b>132.5%</b></p></td><td><p><b>51.8%</b></p></td><td><p><b>1.8%</b></p></td><td><p><b>124.5%</b></p></td><td><p><b>58.5%</b></p></td><td><p><b>27.7%</b></p></td><td><p><b>29.2%</b></p></td><td><p><b>27.3%</b></p></td><td><p><b>28.3%</b></p></td><td><p><b>28.3%</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Company Data, Khaveen Investments </i></p><p>Overall, we believe the company’s data center segment outlook is supported by its presence across the 6 types of data centers underlined including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI. Besides a broad product portfolio catering to each data center class, the company also has partnerships with key customers such as major server vendors and cloud service providers. Based on our revenue projection, we derived an average revenue growth rate of 28.2% for its segment through 2026.</p><h2><b>Integrating Software and AI into Data Centers</b></h2><p>A data center consists of chips including GPU, central processing unit (CPU), and field-programmable gate array (FPGA) which are some of the commonly used data center chips according to imarc. According to the company, it highlighted the greater compute capabilities of GPUs used as accelerators in data centers running tens of thousands of threads compared to CPUs. According to Network World,</p><blockquote>GPUs are better suited than CPUs for handling many of the calculations required by AI and machine learning in enterprise data centers and hyperscaler networks.</blockquote><p>According to Ark Invest, CPUs comprised 83% of data center budgets in 2020 but were forecasted to decline to 40% by 2030 as GPUs become the dominant processor.</p><p>In its annual report, Nvidia claims to have a platform strategy that brings its hardware, software, algorithms and software libraries together. Furthermore, the company highlighted the introduction of its CUDA programming model which enabled its GPUs with parallel processing capabilities for intensive compute workloads such as deep learning and machine learning.</p><blockquote>With our introduction of the CUDA programming model in 2006, we opened the parallel processing capabilities of our GPU for general-purpose computing. This approach significantly accelerates the most demanding high-performance computing, or HPC, applications in fields such as aerospace, bioscience research, mechanical and fluid simulations, and energy exploration. Today, our GPUs and networking accelerate many of the fastest supercomputers across the world. In addition, the massively parallel compute architecture of our GPUs and associated software are well suited for deep learning and machine learning, powering the era of AI. While traditional CPU-based approaches no longer deliver advances on the pace described by Moore’s Law, we deliver GPU performance improvements on a pace ahead of Moore’s Law, giving the industry a path forward. – Nvidia 2022 Annual Report</blockquote><p></p><p><img src=\"https://static.tigerbbs.com/6b967b108b6c19a49afe2a462c51c98b\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia</p><p>In addition, as seen in the chart above, the company claims to provide a full stack of AI solutions. Besides its hardware, Nvidia has a collection of AI software solutions and development kits for customers and software developers including Clara Mionai, Riva, Maxine, Nemo and Merlin. Moreover, according to the company, it has</p><blockquote>over 450 NVIDIA AI libraries and software development kits to serve industries such as gaming, design, quantum computing, AI, 5G/6G, and robotics.</blockquote><p>Furthermore, its products support various AI software frameworks and software such as RAPIDS, TensorFlow and PyTorch. As Nvidia continued to build up its AI stack, the company’s patents had been steadily increasing since 2018 to 1,174 in 2021 based on Global Data. In comparison, AMD’s patents had also been rising since 2017 with a higher number of patents (1,795) while Intel’s patent filings had been declining but have the most number of patents (11,677).</p><p>Additionally, the company had introduced its standalone enterprise software offering including NVIDIA AI Enterprise which is $1,000 per node and has 25,000 enterprises already using its technology for AI. According to the company, it had a server installed base of 50 mln enterprises and a TAM of $150 bln for its Enterprise AI software based on its Investor Day Presentation. To determine the share of TAM we expect Nvidia to derive, we compared it against AMD and Intel in terms of its breadth of products, AI software integrations, GPU and CPU performance and price. We ranked the best company for each category with a weight of 0.5 followed by 0.3 for the second-best and 0.2 for the last company and calculated its average weight as our assumption for each company’s share of the TAM.</p><table><tbody><tr><td><p><b>Competitive Positioning</b></p></td><td><p><b>Nvidia</b></p></td><td><p><b>Intel</b></p></td><td><p><b>AMD</b></p></td></tr><tr><td><p>Number of products</p></td><td><p>7</p></td><td><p>5</p></td><td><p>4</p></td></tr><tr><td><p>Software AI Integrations</p></td><td><p>21</p></td><td><p>18</p></td><td><p>7</p></td></tr><tr><td><p>Average Data Center CPU Benchmark</p></td><td><p>N/A</p></td><td><p>34,237</p></td><td><p>76,308</p></td></tr><tr><td><p>Average Data Center CPU Price</p></td><td><p>N/A</p></td><td><p>$ 2,277</p></td><td><p>$ 3,843</p></td></tr><tr><td><p>GPU Performance (TFLOPS)</p></td><td><p>60</p></td><td><p>N/A</p></td><td><p>47.9</p></td></tr><tr><td><p>GPU Price</p></td><td><p>$36,405</p></td><td><p>N/A</p></td><td><p>$ 14,500</p></td></tr><tr><td><p><b>Competitive Positioning</b></p></td><td><p><b>Nvidia</b></p></td><td><p><b>Intel</b></p></td><td><p><b>AMD</b></p></td></tr><tr><td><p>Number of products</p></td><td><p>0.5</p></td><td><p>0.3</p></td><td><p>0.2</p></td></tr><tr><td><p>Software AI Integrations</p></td><td><p>0.5</p></td><td><p>0.3</p></td><td><p>0.2</p></td></tr><tr><td><p>Average Data Center CPU Benchmark</p></td><td><p>0.2</p></td><td><p>0.5</p></td><td><p>0.3</p></td></tr><tr><td><p>Average Data Center CPU Price</p></td><td><p>0.2</p></td><td><p>0.5</p></td><td><p>0.3</p></td></tr><tr><td><p>GPU Performance (TFLOPS)</p></td><td><p>0.5</p></td><td><p>0.2</p></td><td><p>0.3</p></td></tr><tr><td><p>GPU Price</p></td><td><p>0.3</p></td><td><p>0.2</p></td><td><p>0.5</p></td></tr><tr><td><p><b>Weights</b></p></td><td><p><b>0.37</b></p></td><td><p><b>0.33</b></p></td><td><p><b>0.30</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Intel, AMD, WFTech, Khaveen Investments </i></p><p>Based on the table, Nvidia has the broadest product breadth between AMD (4) and Intel (5) with 7 products as the company product offerings include GPUs and DPUs as well as reference design systems such as AGX, HGX, EGX and DGX. Also, it is planning to introduce CPUs based on Arm architecture. In comparison, Intel follows behind with its portfolio of ASICs, FPGAs, GPUs, CPUs and Smart NICs while AMD has FPGAs (Xilinx), CPUs, GPUs and DPUs. Furthermore, by referring to these companies’ AI presentation pitch decks and websites, we found that Nvidia has the highest AI software integrations (21) with its broad collection as stated above in addition to its cloud deployment and infrastructure optimization including Nvidia GPU Operator, Network Operator, vGPU, MagnumIO, CUDA-AI and vSphere integration as part of its AI Enterprise package. As Nvidia’s CPU and Intel’s GPU have yet to launch, we ranked it as the lowest with N/A for our calculations.</p><p>In terms of hardware, we compared Intel and AMD data center CPUs from our previous analysis of Intel where we determined AMD’s performance advantage based on its higher benchmark score but with premium pricing compared to Intel. Additionally, we compared Nvidia’s H100 GPU based on its performance as measured by its TFLOPS specs with a higher maximum of 60 TFLOPS compared to AMD’s Instinct M250. Though, Nvidia’s GPU has a higher estimated price compared to AMD.</p><table><tbody><tr><td><p><b>Nvidia Enterprise AI Software Revenue ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>Market TAM</p></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td><p>150</p></td></tr><tr><td><p>Nvidia Enterprise AI Software</p></td><td><p>0.03</p></td><td><p>0.1</p></td><td><p>0.2</p></td><td><p>0.7</p></td><td><p>2.0</p></td><td><p>6.1</p></td><td><p>18.3</p></td><td><p>55</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td></tr></tbody></table><p><i>Source: Nvidia, Khaveen Investments </i></p><p>Overall, we determined that Nvidia edged out Intel and AMD with the highest competitive positioning with an average weightage for Nvidia at 37% which we used as our assumption for its share of the Enterprise AI software TAM. Based on the company’s $150 bln TAM as highlighted from its Investor Day, we estimated its revenue opportunity to be $55 bln growing at a CAGR of 200% from 2021 (calculated based on its average cost of $1,000 and 25,000 existing customers) which we believe is not unreasonable given the expected rise of AI which could contribute $15.7 tln in economic output by 2030 according to PwC.</p><h2><b>$10 billion Arm CPU Opportunity in Data Centers</b></h2><p>Furthermore, the company had recently introduced its Arm-based Grace CPU for data centers. In terms of specifications, it features 144 CPU cores, 1TB/s LPDDR5X and is connected coherently over NVLink®-C2C. The company also announced that multiple hardware vendors, including ASUS (OTC:AKCPF), Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn will build Grace-based systems that will start shipping in H1 2023. Additionally, the company had previously secured the Swiss National Supercomputing Centre, which has a budget of around $25 mln (fulfills 8% of forecasted Nvidia CPU revenue in 2023), as a customer for its CPUs and GPUs to provide 20 exaflops of AI performance.</p><p>According to Omdia, 5% of servers shipped had Arm CPUs which is an increase compared to 2.5% in 2020. According to Softbank (OTCPK:SFTBY), the market share of Arm-based CPUs was forecasted to increase to 25% by 2028. We estimated the x86 data center CPU market size based on Intel’s DCG segment had revenues of $22.7 bln with a market share of 94.1% in 2021 based on Passmark. We then estimated the total data center CPU market size based on Arm’s market share of 5% by Omdia to derive the total data center CPU market which we forecasted to grow at a CAGR of 10.2% by 2028. Assuming the share of Arm CPUs increases to 25% by 2028 based on Softbank’s forecast, we derive the total Arm CPU market size of $12.5 bln in 2028.</p><table><tbody><tr><td><p><b>Arm CPU Market Projections ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>x86 Data Center CPU share</p></td><td><p>95%</p></td><td><p>94%</p></td><td><p>92%</p></td><td><p>90%</p></td><td><p>87%</p></td><td><p>84%</p></td><td><p>80%</p></td><td><p>75%</p></td></tr><tr><td><p>Arm Data Center CPU Share</p></td><td><p>5%</p></td><td><p>6.3%</p></td><td><p>7.9%</p></td><td><p>10.0%</p></td><td><p>12.5%</p></td><td><p>15.8%</p></td><td><p>19.9%</p></td><td><p>25%</p></td></tr><tr><td><p>Arm Data Center CPU Share CAGR</p></td><td></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td></td></tr><tr><td><p>x86 Data Center CPU market size</p></td><td><p>24.1</p></td><td><p>26.2</p></td><td><p>28.4</p></td><td><p>30.6</p></td><td><p>32.8</p></td><td><p>34.8</p></td><td><p>36.4</p></td><td><p>37.6</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>8.7%</p></td><td><p>8.3%</p></td><td><p>7.8%</p></td><td><p>7.0%</p></td><td><p>6.1%</p></td><td><p>4.9%</p></td><td><p>3.1%</p></td></tr><tr><td><p>Arm Data Center CPU market size</p></td><td><p>1.3</p></td><td><p>1.8</p></td><td><p>2.4</p></td><td><p>3.4</p></td><td><p>4.7</p></td><td><p>6.5</p></td><td><p>9.0</p></td><td><p>12.5</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td></tr><tr><td><p><b>Total</b></p></td><td><p><b>25.4</b></p></td><td><p><b>28.0</b></p></td><td><p><b>30.8</b></p></td><td><p><b>34.0</b></p></td><td><p><b>37.4</b></p></td><td><p><b>41.3</b></p></td><td><p><b>45.5</b></p></td><td><p><b>50.1</b></p></td></tr><tr><td><p><b>Growth %</b></p></td><td></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td></tr></tbody></table><p><i>Source: Intel, Omdia, Softbank, BlueWeave Consulting, Khaveen Investments</i></p><p>Companies such as Amazon, Ampere and Huawei had been developing Arm-based CPUs for servers. However, Amazon Graviton processors and Huawei’s Kunpeng chips are used in their own data centers in comparison to Nvidia. Based on a comparison of their specifications against Nvidia, Nvidia’s CPU offer a superior core count (144) compared to Ampere Altra Max (128), Amazon Graviton3 (64) and Huawei Kunpeng 920 (64). In terms of product and software integration, according to Nvidia, the Grace CPU will support its HPC software development kit and a full suite of CUDA libraries.</p><table><tbody><tr><td><p><b>Nvidia Arm CPU Revenue ($ bln)</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>Share of TAM</p></td><td><p>1%</p></td><td><p>4.8%</p></td><td><p>8.6%</p></td><td><p>12.4%</p></td><td><p>16.2%</p></td><td><p>20%</p></td></tr><tr><td><p>Nvidia CPU Revenue</p></td><td><p>0.31</p></td><td><p>1.63</p></td><td><p>3.22</p></td><td><p>5.12</p></td><td><p>7.37</p></td><td><p>10.02</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>429.0%</p></td><td><p>97.4%</p></td><td><p>58.9%</p></td><td><p>44.0%</p></td><td><p>36.0%</p></td></tr></tbody></table><p><i>Source: Khaveen Investments </i></p><p>All in all, we expect Nvidia’s introduction of its Arm CPU to support its data center segment growth as the company had already secured system hardware partners to build Grace CPU-based systems in H1 2023 and supercomputer customers. Additionally, we believe the company could be supported by its performance advantage with its 144 core CPU which is higher than its competitors as well as integrated with its other AI software.</p><p>To project Nvidia’s CPU revenue, we assumed its share to rise 20% of our estimated market size by 2028 from 1% in 2023 assuming it releases its CPU as planned. We based our assumption of a 20% market share as we believe it could be faced with not only competitors such as Ampere but also AMD as its CFO indicated that it could embrace Arm CPUs and already had used Arm cores in other products such as microcontrollers while Intel plans to make Arm-based chips with its foundry for customers. This translates to average revenue growth of 133.1% for the company.</p><h2><b>Risk: Competition from Intel</b></h2><p>In addition to competition from AMD, Nvidia could face greater competition as Intel introduced its data center GPUs. While Intel (INTC) has not established itself in the discrete GPU market despite leading the total GPU market with its integrated GPUs, we believe the company could pose a significant threat to Nvidia. This is because Intel dominated the data center CPU market with a 94% market share in 2021 based on PassMark. We believe this could provide Intel with an opportunity to leverage its relationships with key data center customers with cross-selling opportunities. That said, as covered in our previous analysis, we also expect Advanced Micro Devices (AMD) to gain market share against Intel with its performance competitive advantages from its CPU portfolio.</p><h2><b>Valuation</b></h2><p>We summarized our revenue projections for the company’s Data Center segment in the table below. Whereas for its other segments, we retained our projections based on our previous analysis. Compared to our previous analysis, our revised revenue projections have a higher average revenue growth forecast of 28.3% compared to 23.4% in our previous analysis driven by higher revenue growth in its Data Center segment at an average of 33.6% compared to 21.9% previously.</p><table><tbody><tr><td><p><b>Nvidia Revenue Projections ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td></tr><tr><td><p>Gaming</p></td><td><p>12,462</p></td><td><p>15,953</p></td><td><p>20,421</p></td><td><p>26,141</p></td><td><p>33,463</p></td></tr><tr><td><p>Professional Visualization</p></td><td><p>2,111</p></td><td><p>2,318</p></td><td><p>2,545</p></td><td><p>2,794</p></td><td><p>3,068</p></td></tr><tr><td><p>Data Center</p></td><td><p>10,613</p></td><td><p>13,632</p></td><td><p>18,051</p></td><td><p>24,606</p></td><td><p>33,858</p></td></tr><tr><td><p>Automotive</p></td><td><p>566</p></td><td><p>691</p></td><td><p>842</p></td><td><p>1,028</p></td><td><p>1,254</p></td></tr><tr><td><p>OEM and Other</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td></tr><tr><td><p><b>Total</b></p></td><td><p><b>26,914</b></p></td><td><p><b>33,755</b></p></td><td><p><b>43,022</b></p></td><td><p><b>55,731</b></p></td><td><p><b>72,806</b></p></td></tr><tr><td><p><b>Growth %</b></p></td><td><p><b>61.4%</b></p></td><td><p><b>25.4%</b></p></td><td><p><b>27.5%</b></p></td><td><p><b>29.5%</b></p></td><td><p><b>30.6%</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Khaveen Investments </i></p><p>We valued the company based on a DCF analysis as we continue to expect it to generate positive FCFs. We updated our terminal value of the average chipmaker EV/EBITDA to 18.44x from 23.9x previously.</p><p></p><p><img src=\"https://static.tigerbbs.com/e00c22eaa47730a579e234e710016b3b\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>SeekingAlpha, Khaveen Investments</p><p>Based on a discount rate of 13.3% (company’s WACC), our model shows its shares are undervalued by 99.58%.</p><p><img src=\"https://static.tigerbbs.com/60d370c61b912473ae428c795c9be999\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Khaveen Investments</p><h2><b>Verdict</b></h2><p>To conclude, we expect the company’s data center segment’s segment outlook to be supported by its presence across the 6 data center classes including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI with its broad hardware solutions and partnerships with key customers. Additionally, with its full stack of AI solutions, we expect the company to leverage its competitiveness to expand with its Enterprise AI software with an estimated revenue opportunity of $55 bln by 2028. Lastly, with the planned launch of its Arm CPU by 2023, we forecasted its revenue opportunity of $10 bln by 2028 based on a 20% market share assumption.</p><p>Overall, we revised our revenue growth projections for the company with a higher average of 28.3% compared to 23.4% previously driven by higher data center segment growth from 21.9% to 33.6%. However, we obtained a lower price target with a lower EV/EBITDA average of 18.44x from 23.4x previously as well as a higher discount rate. Though, Nvidia’s stock price had declined by 51% YTD which we believe presents an attractive upside for the company. Overall, we rate the company as a <i>Strong Buy</i> with a target price of <i>$289.85.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Time To Buy The King Of Data Centers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Time To Buy The King Of Data Centers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249893579","content_text":"Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown of its data center business across 6 data center classes, we examined its product offering that caters to these customers and determined the outlook of its data center business segment as a whole.Moreover, we looked into the company’s product offerings of its GPUs and software to offer the full stack for data centers and how it is integrating AI and software functionalities to build on its data center leadership.As it recently introduced its Arm CPU products for data centers, we analyzed the Arm CPU market and the players within, and projected its share vs x86 processors. Based on this, we estimated the market opportunity for Nvidia and its revenue growth.Dominating Data Centers Across All 6 ClassesNvidia’s data center segment has become its largest segment accounting for 45% of revenues in Q1 FY2023 and had the highest growth CAGR of 73.8% in the past 5 years. Its computing platform consists of hardware and software such as GPUs, DPUs, interconnects and systems, CUDA programming model and software libraries. According to Nvidia’s CEO, the company listed 6 types of data center classes: supercomputing centers, enterprise computing data centers, hyperscalers, cloud computing and two new classes which are FactoryAI and edge data centers. In the table below, we compiled the different data center classes by their market sizes, forecast CAGR, location, applications, users, relative compute power and footprint.Data CenterMarket Size ($ bln)Market Forecast CAGRComputer PowerLocationFootprint ('size')Types of Users/ OperatorsApplicationsSupercomputing Data Center6.516.2%Very HighSelf-operatedLargeGovernments, aerospace, petroleum, and automotive industriesHPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion researchHyperscale Data Center32.214.9%HighSelf-operatedVery LargeLarge multinational companies, cloud service providersColocation, cryptography, genome processing, and 3D renderingEnterprise Data Center84.212.0%LowSelf-operatedMediumEnterprises (Various industries)Company networks and systems (Various industries)Cloud Computing Data Center358.816.4%HighThird-partyVery LargeCloud service providersCloud-native application development, storage (IaaS), streaming, data analyticsEdge Data Center7.917.0%MediumThird-partyMediumEdge Data Center Companies, Telco, Healthcare5G, AV, Telemedicine, data analytics,Factory AI Data Center2.347.9%MediumSelf-operatedLowManufacturersSupply Chain Optimization, Predictive Maintenance, Process ControlSource: Research and Markets, Nvidia, Khaveen InvestmentsTo illustrate the market sizes of each data center class, we compiled the market revenues and forecast CAGR of each data center class based on Research and Markets. Based on the table above, cloud computing is the largest ($359 bln) as it consists of major cloud service providers including AWS, Azure and Google Cloud. this is followed by Enterprise Data Centers. Overall, the combined market size of the 6 data center classes is worth around $491 bln. However, the new data center classes, Factory AI and edge data center, have the highest CAGR of 47.9% and 17% respectively.Supercomputing Data CenterFirstly, supercomputing data centers which are computers with much higher computational capacities supporting intensive applications such asHPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research.In 2021, Nvidia claimed that 70% of the TOP500 supercomputers in the world are powered by its accelerators and it's even higher at 90% for new systems. The company had remarkable growth in this area over the past 10 years from 34% share of the TOP500 systems in 2011. For example, the company’s GPUs power the fastest supercomputers in the U.S. and Europe like the Oak Ridge National Labs’ Summit, the world’s smartest supercomputer. The company has recently introduced its H100 GPUs based on its Hopper architecture which follows its A100 GPUs based on its Ampere architecture. Supercomputers are equipped with a large number of GPUs, previously Nvidia stated that 6 supercomputers used a total of 13,000 A100 GPUs.Enterprise Data CenterBesides supercomputers, the company also targets enterprise systems. According to Cisco, compared to other types of data centers, enterprise data centers are built and operated by companies within their premises and optimized for their users to support their data and storage requirements by companies in various industries such as IT, financial services, and healthcare. However, in comparison, hyperscale data centers have higher compute capacities. Based on Nvidia, its NVIDIA-Certified Systemenable enterprises to confidently deploy hardware solutions that securely and optimally run their modern accelerated workloads.The company’s Nvidia-certified data center partners include the top server providers such as Lenovo (OTCPK:LNVGY), Fujitsu (OTCPK:FJTSF), Dell (DELL), Cisco (CSCO), and HPE (HPE), with a combined market share of over 38% of the server market based on the IDC. Also, the company introduced its EGX for enterprise as well as edge computing.Hyperscale Data CentersMoreover, Nvidia also targets hyperscale data centers which are massive facilities exceeding 5,000 servers and 10,000 square feet according to the IDC. They are “designed to support robust and scalable applications” due to their agility to scale up or down to meet customers’ demands by adding more computing power to their infrastructure. For example, companies which operate these facilities include Yahoo, Facebook (META), Microsoft (MSFT), Apple (AAPL), Google (GOOG, GOOGL) and Amazon (AMZN). According to Vertiv, there were more than 600 hyperscale data centers in 2021. Nvidia has “ready-to-use system reference designs” based on its GPUs such as its HGX product for hyperscale and supercomputing data centers.Cloud Computing Additionally, the company also underline cloud computing data centers, allowing customers and developers to leverage Nvidia’s hardware through the cloud to support applications such as advanced medical imaging, automated customer service, and cinematic-quality gaming. According to Microsoft, cloud computing is the delivery of computing services over the internet with services such as IaaS, PaaS and SaaS with use cases including creating cloud-native applications, streaming and data analytics. Besides that, Nvidia has partnerships with major cloud service providers including Amazon, the market leader in the cloud infrastructure market with a 33% market share in 2021 according to Canalys, trailed by Microsoft Azure, Google Cloud and Alibaba Cloud (BABA, OTCPK:BABAF). These cloud providers are also part of the company’s partner ecosystem.And now, with NVIDIA’s GPU-accelerated solutions available through all top cloud platforms, innovators everywhere can access massive computing power on demand and with ease. – NvidiaAI Factory In addition to these 4 classes of data centers, the company also highlighted the first new data center class which is “AI Factory.” According to CEO Jensen Huang, manufacturers are becoming “intelligence manufacturers” processing and refining data. The company highlighted its GPU-accelerated computing for applications leveraging AI including Supply Chain Optimization, Predictive Maintenance and Process Control for operations optimization improved time-to-insight and lower cost. According to Nvidia’s CEO, the company highlighted 150,000 factories refining data, creating models and becoming intelligence manufacturers. The company has its AGX platform for autonomous machines. For example, one customer of the company is BMW which is using its hardware and software for its robotics and machinery.The idea is to equip BMW’s factory with all manner of Nvidia hardware. First, the company will use Nvidia’s DGX and Isaac simulation software to train and test the robots; Nvidia Quadro ray-tracing GPUs will render synthetic machine parts. – Nvidia CEOEdge Data CenterLastly, the company also highlighted edge data centers which are smaller data centers that are closer to end-users for lower latency and greater speed benefits according to Nlyte Software. Nvidia highlighted that edge data centers span a wide range of applications such as “warehouse, retail stores, cities, public places, cars, robots”. Compared to cloud computing where data is sent from the edge to the cloud, edge computing refers to data computed right at the edge. The company’s EGX for enterprise and edge computing. Based on the company, its NVIDIA EGX and Jetson solutionsaccelerate the most powerful edge computing systems to power diverse applications, including industrial inspection, predictive maintenance, factory robotics, and autonomous machines.Furthermore, we updated our revenue projection for Nvidia’s data center segment in the table below from our previous analysis based on its data center revenue share of the total cloud market capex. To derive this, we forecasted the total cloud market capex based on our projection of the total cloud market from data volume growth forecasts.Volume of Data Worldwide201720182019202020212022F2023F2024F2025F2026FCloud Infrastructure Market Revenues ($ bln)46.56996129.5178.0248.1349.7485.7679.8951.4Cloud Infrastructure Market Revenue Growth %45%48%39%35%37%39%41%39%40%40%Data Volume (ZB)26334164.27997120147181222.9Data Volume Growth %44%27%24%57%23%23%24%23%23%23%Total Market Capex (Adjusted)54.382.888.0125.7163.9209271344442567Total Market Capex Growth %30%52%6%43%30%28%29%27%28%28%Nvidia Data Center Share of Capex Spend3.6%3.5%3.4%5.3%6.5%6.5%6.5%6.5%6.5%6.5%Nvidia Data Center Revenues1.92.93.06.710.613.617.522.328.636.7Nvidia Data Center Revenues Growth %132.5%51.8%1.8%124.5%58.5%27.7%29.2%27.3%28.3%28.3%Source: Nvidia, Company Data, Khaveen Investments Overall, we believe the company’s data center segment outlook is supported by its presence across the 6 types of data centers underlined including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI. Besides a broad product portfolio catering to each data center class, the company also has partnerships with key customers such as major server vendors and cloud service providers. Based on our revenue projection, we derived an average revenue growth rate of 28.2% for its segment through 2026.Integrating Software and AI into Data CentersA data center consists of chips including GPU, central processing unit (CPU), and field-programmable gate array (FPGA) which are some of the commonly used data center chips according to imarc. According to the company, it highlighted the greater compute capabilities of GPUs used as accelerators in data centers running tens of thousands of threads compared to CPUs. According to Network World,GPUs are better suited than CPUs for handling many of the calculations required by AI and machine learning in enterprise data centers and hyperscaler networks.According to Ark Invest, CPUs comprised 83% of data center budgets in 2020 but were forecasted to decline to 40% by 2030 as GPUs become the dominant processor.In its annual report, Nvidia claims to have a platform strategy that brings its hardware, software, algorithms and software libraries together. Furthermore, the company highlighted the introduction of its CUDA programming model which enabled its GPUs with parallel processing capabilities for intensive compute workloads such as deep learning and machine learning.With our introduction of the CUDA programming model in 2006, we opened the parallel processing capabilities of our GPU for general-purpose computing. This approach significantly accelerates the most demanding high-performance computing, or HPC, applications in fields such as aerospace, bioscience research, mechanical and fluid simulations, and energy exploration. Today, our GPUs and networking accelerate many of the fastest supercomputers across the world. In addition, the massively parallel compute architecture of our GPUs and associated software are well suited for deep learning and machine learning, powering the era of AI. While traditional CPU-based approaches no longer deliver advances on the pace described by Moore’s Law, we deliver GPU performance improvements on a pace ahead of Moore’s Law, giving the industry a path forward. – Nvidia 2022 Annual ReportNvidiaIn addition, as seen in the chart above, the company claims to provide a full stack of AI solutions. Besides its hardware, Nvidia has a collection of AI software solutions and development kits for customers and software developers including Clara Mionai, Riva, Maxine, Nemo and Merlin. Moreover, according to the company, it hasover 450 NVIDIA AI libraries and software development kits to serve industries such as gaming, design, quantum computing, AI, 5G/6G, and robotics.Furthermore, its products support various AI software frameworks and software such as RAPIDS, TensorFlow and PyTorch. As Nvidia continued to build up its AI stack, the company’s patents had been steadily increasing since 2018 to 1,174 in 2021 based on Global Data. In comparison, AMD’s patents had also been rising since 2017 with a higher number of patents (1,795) while Intel’s patent filings had been declining but have the most number of patents (11,677).Additionally, the company had introduced its standalone enterprise software offering including NVIDIA AI Enterprise which is $1,000 per node and has 25,000 enterprises already using its technology for AI. According to the company, it had a server installed base of 50 mln enterprises and a TAM of $150 bln for its Enterprise AI software based on its Investor Day Presentation. To determine the share of TAM we expect Nvidia to derive, we compared it against AMD and Intel in terms of its breadth of products, AI software integrations, GPU and CPU performance and price. We ranked the best company for each category with a weight of 0.5 followed by 0.3 for the second-best and 0.2 for the last company and calculated its average weight as our assumption for each company’s share of the TAM.Competitive PositioningNvidiaIntelAMDNumber of products754Software AI Integrations21187Average Data Center CPU BenchmarkN/A34,23776,308Average Data Center CPU PriceN/A$ 2,277$ 3,843GPU Performance (TFLOPS)60N/A47.9GPU Price$36,405N/A$ 14,500Competitive PositioningNvidiaIntelAMDNumber of products0.50.30.2Software AI Integrations0.50.30.2Average Data Center CPU Benchmark0.20.50.3Average Data Center CPU Price0.20.50.3GPU Performance (TFLOPS)0.50.20.3GPU Price0.30.20.5Weights0.370.330.30Source: Nvidia, Intel, AMD, WFTech, Khaveen Investments Based on the table, Nvidia has the broadest product breadth between AMD (4) and Intel (5) with 7 products as the company product offerings include GPUs and DPUs as well as reference design systems such as AGX, HGX, EGX and DGX. Also, it is planning to introduce CPUs based on Arm architecture. In comparison, Intel follows behind with its portfolio of ASICs, FPGAs, GPUs, CPUs and Smart NICs while AMD has FPGAs (Xilinx), CPUs, GPUs and DPUs. Furthermore, by referring to these companies’ AI presentation pitch decks and websites, we found that Nvidia has the highest AI software integrations (21) with its broad collection as stated above in addition to its cloud deployment and infrastructure optimization including Nvidia GPU Operator, Network Operator, vGPU, MagnumIO, CUDA-AI and vSphere integration as part of its AI Enterprise package. As Nvidia’s CPU and Intel’s GPU have yet to launch, we ranked it as the lowest with N/A for our calculations.In terms of hardware, we compared Intel and AMD data center CPUs from our previous analysis of Intel where we determined AMD’s performance advantage based on its higher benchmark score but with premium pricing compared to Intel. Additionally, we compared Nvidia’s H100 GPU based on its performance as measured by its TFLOPS specs with a higher maximum of 60 TFLOPS compared to AMD’s Instinct M250. Though, Nvidia’s GPU has a higher estimated price compared to AMD.Nvidia Enterprise AI Software Revenue ($ bln)20212022F2023F2024F2025F2026F2027F2028FMarket TAM150Nvidia Enterprise AI Software0.030.10.20.72.06.118.355Growth %200%200%200%200%200%200%200%Source: Nvidia, Khaveen Investments Overall, we determined that Nvidia edged out Intel and AMD with the highest competitive positioning with an average weightage for Nvidia at 37% which we used as our assumption for its share of the Enterprise AI software TAM. Based on the company’s $150 bln TAM as highlighted from its Investor Day, we estimated its revenue opportunity to be $55 bln growing at a CAGR of 200% from 2021 (calculated based on its average cost of $1,000 and 25,000 existing customers) which we believe is not unreasonable given the expected rise of AI which could contribute $15.7 tln in economic output by 2030 according to PwC.$10 billion Arm CPU Opportunity in Data CentersFurthermore, the company had recently introduced its Arm-based Grace CPU for data centers. In terms of specifications, it features 144 CPU cores, 1TB/s LPDDR5X and is connected coherently over NVLink®-C2C. The company also announced that multiple hardware vendors, including ASUS (OTC:AKCPF), Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn will build Grace-based systems that will start shipping in H1 2023. Additionally, the company had previously secured the Swiss National Supercomputing Centre, which has a budget of around $25 mln (fulfills 8% of forecasted Nvidia CPU revenue in 2023), as a customer for its CPUs and GPUs to provide 20 exaflops of AI performance.According to Omdia, 5% of servers shipped had Arm CPUs which is an increase compared to 2.5% in 2020. According to Softbank (OTCPK:SFTBY), the market share of Arm-based CPUs was forecasted to increase to 25% by 2028. We estimated the x86 data center CPU market size based on Intel’s DCG segment had revenues of $22.7 bln with a market share of 94.1% in 2021 based on Passmark. We then estimated the total data center CPU market size based on Arm’s market share of 5% by Omdia to derive the total data center CPU market which we forecasted to grow at a CAGR of 10.2% by 2028. Assuming the share of Arm CPUs increases to 25% by 2028 based on Softbank’s forecast, we derive the total Arm CPU market size of $12.5 bln in 2028.Arm CPU Market Projections ($ bln)20212022F2023F2024F2025F2026F2027F2028Fx86 Data Center CPU share95%94%92%90%87%84%80%75%Arm Data Center CPU Share5%6.3%7.9%10.0%12.5%15.8%19.9%25%Arm Data Center CPU Share CAGR25.8%25.8%25.8%25.8%25.8%25.8%x86 Data Center CPU market size24.126.228.430.632.834.836.437.6Growth %8.7%8.3%7.8%7.0%6.1%4.9%3.1%Arm Data Center CPU market size1.31.82.43.44.76.59.012.5Growth %38.7%38.7%38.7%38.7%38.7%38.7%38.7%Total25.428.030.834.037.441.345.550.1Growth %10.20%10.20%10.20%10.20%10.20%10.20%10.20%Source: Intel, Omdia, Softbank, BlueWeave Consulting, Khaveen InvestmentsCompanies such as Amazon, Ampere and Huawei had been developing Arm-based CPUs for servers. However, Amazon Graviton processors and Huawei’s Kunpeng chips are used in their own data centers in comparison to Nvidia. Based on a comparison of their specifications against Nvidia, Nvidia’s CPU offer a superior core count (144) compared to Ampere Altra Max (128), Amazon Graviton3 (64) and Huawei Kunpeng 920 (64). In terms of product and software integration, according to Nvidia, the Grace CPU will support its HPC software development kit and a full suite of CUDA libraries.Nvidia Arm CPU Revenue ($ bln)2023F2024F2025F2026F2027F2028FShare of TAM1%4.8%8.6%12.4%16.2%20%Nvidia CPU Revenue0.311.633.225.127.3710.02Growth %429.0%97.4%58.9%44.0%36.0%Source: Khaveen Investments All in all, we expect Nvidia’s introduction of its Arm CPU to support its data center segment growth as the company had already secured system hardware partners to build Grace CPU-based systems in H1 2023 and supercomputer customers. Additionally, we believe the company could be supported by its performance advantage with its 144 core CPU which is higher than its competitors as well as integrated with its other AI software.To project Nvidia’s CPU revenue, we assumed its share to rise 20% of our estimated market size by 2028 from 1% in 2023 assuming it releases its CPU as planned. We based our assumption of a 20% market share as we believe it could be faced with not only competitors such as Ampere but also AMD as its CFO indicated that it could embrace Arm CPUs and already had used Arm cores in other products such as microcontrollers while Intel plans to make Arm-based chips with its foundry for customers. This translates to average revenue growth of 133.1% for the company.Risk: Competition from IntelIn addition to competition from AMD, Nvidia could face greater competition as Intel introduced its data center GPUs. While Intel (INTC) has not established itself in the discrete GPU market despite leading the total GPU market with its integrated GPUs, we believe the company could pose a significant threat to Nvidia. This is because Intel dominated the data center CPU market with a 94% market share in 2021 based on PassMark. We believe this could provide Intel with an opportunity to leverage its relationships with key data center customers with cross-selling opportunities. That said, as covered in our previous analysis, we also expect Advanced Micro Devices (AMD) to gain market share against Intel with its performance competitive advantages from its CPU portfolio.ValuationWe summarized our revenue projections for the company’s Data Center segment in the table below. Whereas for its other segments, we retained our projections based on our previous analysis. Compared to our previous analysis, our revised revenue projections have a higher average revenue growth forecast of 28.3% compared to 23.4% in our previous analysis driven by higher revenue growth in its Data Center segment at an average of 33.6% compared to 21.9% previously.Nvidia Revenue Projections ($ bln)20212022F2023F2024F2025FGaming12,46215,95320,42126,14133,463Professional Visualization2,1112,3182,5452,7943,068Data Center10,61313,63218,05124,60633,858Automotive5666918421,0281,254OEM and Other1,1621,1621,1621,1621,162Total26,91433,75543,02255,73172,806Growth %61.4%25.4%27.5%29.5%30.6%Source: Nvidia, Khaveen Investments We valued the company based on a DCF analysis as we continue to expect it to generate positive FCFs. We updated our terminal value of the average chipmaker EV/EBITDA to 18.44x from 23.9x previously.SeekingAlpha, Khaveen InvestmentsBased on a discount rate of 13.3% (company’s WACC), our model shows its shares are undervalued by 99.58%.Khaveen InvestmentsVerdictTo conclude, we expect the company’s data center segment’s segment outlook to be supported by its presence across the 6 data center classes including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI with its broad hardware solutions and partnerships with key customers. Additionally, with its full stack of AI solutions, we expect the company to leverage its competitiveness to expand with its Enterprise AI software with an estimated revenue opportunity of $55 bln by 2028. Lastly, with the planned launch of its Arm CPU by 2023, we forecasted its revenue opportunity of $10 bln by 2028 based on a 20% market share assumption.Overall, we revised our revenue growth projections for the company with a higher average of 28.3% compared to 23.4% previously driven by higher data center segment growth from 21.9% to 33.6%. However, we obtained a lower price target with a lower EV/EBITDA average of 18.44x from 23.4x previously as well as a higher discount rate. Though, Nvidia’s stock price had declined by 51% YTD which we believe presents an attractive upside for the company. Overall, we rate the company as a Strong Buy with a target price of $289.85.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059953190,"gmtCreate":1654297641310,"gmtModify":1676535425535,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Stocks sell off again!😇😇😞","listText":"Stocks sell off again!😇😇😞","text":"Stocks sell off again!😇😇😞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059953190","repostId":"1165843582","repostType":4,"repost":{"id":"1165843582","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":1654268954,"share":"https://www.laohu8.com/m/news/1165843582?lang=&edition=full","pubTime":"2022-06-03 23:09","market":"us","language":"en","title":"Sell-Off on Wall Street Gains Steam, with the Dow Falling More Than 300 Points","url":"https://stock-news.laohu8.com/highlight/detail?id=1165843582","media":"Tiger Newspress","summary":"U.S. stocks slid Friday as investors digested a stronger-than-expected jobs report and its implicati","content":"<html><head></head><body><p>U.S. stocks slid Friday as investors digested a stronger-than-expected jobs report and its implication for monetary policy going forward.</p><p>The Dow Jones Industrial Average fell about 328 points, or 1%. The S&amp;P 500 slipped 1.7%. The technology-heavy Nasdaq Composite fell 2.6%.</p><p>Hiring in the U.S. remained elevated in May. Nonfarm payrolls added 390,000 jobs last month, theBureau of Labor Statistics reported Friday. Economists expected 328,000 jobs added, according to Dow Jones.</p><p>Average hourly earnings rose 0.3% in May, according to the BLS, slightly less than the consensus estimate of 0.4% and in line with April’s pace.</p><p>“Numbers this strong would likely reverse any hopes the Fed would consider a pause in rate hikes after the June/July increases, because it would signal the labor market remains very tight,” Tom Essaye of the Sevens Report said.</p><p>Traders selling stocks likely reacted to the move higher in rates with fears of the Federal Reserve tightening monetary policy at the forefront. The benchmark 10-year Treasury yield climbed after the report, above the 2.96% level. Yields rose across the board as the jobs report is unlikely to give the Fed reason to pause its aggressive tightening campaign.</p><p>Investors fear higher yields could slow the economy too much and tip it into a recession. Higher rates also discount the value of future earnings, which can make stocks look less attractive, especially growth and tech names.</p><p>Technology shares retreated amid the rising rates. Micron Technology fell about 6% and Nvidia fell nearly 3%. Mega-cap tech names Google parent Alphabet and Facebook parent Meta Platforms each lost more than 2%.</p><p>Apple eased more than 2% after acautious research note from Morgan Stanley. The firm said slowing App Store growth could hurt the company in the near-term.</p><p>Tesla shares fell more than 6% after Reuters reported, citing an internal email, that CEO Elon Musk wants to cut 10% of jobs at the car maker. According to Reuters’ report, Musk also said in the email that he has a “super bad” feeling about the economy.</p><p>With Friday’s decline, the three major averages are now marginally lower on the holiday-shortened week.</p><p>Stocks are coming off a strong session Thursday in which the major averages rose for the first time in three sessions.</p><p>Investors have been divided on recession calls and if the Fed may be positioned to take a break from its interest rate hikes.</p><p>Fed Vice Chair Lael Brainard on Thursday told CNBC it’s unlikely to do so anytime soon and that it’s “got a lot of work to do to get inflation down to our 2% target.”</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>Sell-Off on Wall Street Gains Steam, with the Dow Falling More Than 300 Points</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\">\nSell-Off on Wall Street Gains Steam, with the Dow Falling More Than 300 Points\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\">2022-06-03 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks slid Friday as investors digested a stronger-than-expected jobs report and its implication for monetary policy going forward.</p><p>The Dow Jones Industrial Average fell about 328 points, or 1%. The S&amp;P 500 slipped 1.7%. The technology-heavy Nasdaq Composite fell 2.6%.</p><p>Hiring in the U.S. remained elevated in May. Nonfarm payrolls added 390,000 jobs last month, theBureau of Labor Statistics reported Friday. Economists expected 328,000 jobs added, according to Dow Jones.</p><p>Average hourly earnings rose 0.3% in May, according to the BLS, slightly less than the consensus estimate of 0.4% and in line with April’s pace.</p><p>“Numbers this strong would likely reverse any hopes the Fed would consider a pause in rate hikes after the June/July increases, because it would signal the labor market remains very tight,” Tom Essaye of the Sevens Report said.</p><p>Traders selling stocks likely reacted to the move higher in rates with fears of the Federal Reserve tightening monetary policy at the forefront. The benchmark 10-year Treasury yield climbed after the report, above the 2.96% level. Yields rose across the board as the jobs report is unlikely to give the Fed reason to pause its aggressive tightening campaign.</p><p>Investors fear higher yields could slow the economy too much and tip it into a recession. Higher rates also discount the value of future earnings, which can make stocks look less attractive, especially growth and tech names.</p><p>Technology shares retreated amid the rising rates. Micron Technology fell about 6% and Nvidia fell nearly 3%. Mega-cap tech names Google parent Alphabet and Facebook parent Meta Platforms each lost more than 2%.</p><p>Apple eased more than 2% after acautious research note from Morgan Stanley. The firm said slowing App Store growth could hurt the company in the near-term.</p><p>Tesla shares fell more than 6% after Reuters reported, citing an internal email, that CEO Elon Musk wants to cut 10% of jobs at the car maker. According to Reuters’ report, Musk also said in the email that he has a “super bad” feeling about the economy.</p><p>With Friday’s decline, the three major averages are now marginally lower on the holiday-shortened week.</p><p>Stocks are coming off a strong session Thursday in which the major averages rose for the first time in three sessions.</p><p>Investors have been divided on recession calls and if the Fed may be positioned to take a break from its interest rate hikes.</p><p>Fed Vice Chair Lael Brainard on Thursday told CNBC it’s unlikely to do so anytime soon and that it’s “got a lot of work to do to get inflation down to our 2% target.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165843582","content_text":"U.S. stocks slid Friday as investors digested a stronger-than-expected jobs report and its implication for monetary policy going forward.The Dow Jones Industrial Average fell about 328 points, or 1%. The S&P 500 slipped 1.7%. The technology-heavy Nasdaq Composite fell 2.6%.Hiring in the U.S. remained elevated in May. Nonfarm payrolls added 390,000 jobs last month, theBureau of Labor Statistics reported Friday. Economists expected 328,000 jobs added, according to Dow Jones.Average hourly earnings rose 0.3% in May, according to the BLS, slightly less than the consensus estimate of 0.4% and in line with April’s pace.“Numbers this strong would likely reverse any hopes the Fed would consider a pause in rate hikes after the June/July increases, because it would signal the labor market remains very tight,” Tom Essaye of the Sevens Report said.Traders selling stocks likely reacted to the move higher in rates with fears of the Federal Reserve tightening monetary policy at the forefront. The benchmark 10-year Treasury yield climbed after the report, above the 2.96% level. Yields rose across the board as the jobs report is unlikely to give the Fed reason to pause its aggressive tightening campaign.Investors fear higher yields could slow the economy too much and tip it into a recession. Higher rates also discount the value of future earnings, which can make stocks look less attractive, especially growth and tech names.Technology shares retreated amid the rising rates. Micron Technology fell about 6% and Nvidia fell nearly 3%. Mega-cap tech names Google parent Alphabet and Facebook parent Meta Platforms each lost more than 2%.Apple eased more than 2% after acautious research note from Morgan Stanley. The firm said slowing App Store growth could hurt the company in the near-term.Tesla shares fell more than 6% after Reuters reported, citing an internal email, that CEO Elon Musk wants to cut 10% of jobs at the car maker. According to Reuters’ report, Musk also said in the email that he has a “super bad” feeling about the economy.With Friday’s decline, the three major averages are now marginally lower on the holiday-shortened week.Stocks are coming off a strong session Thursday in which the major averages rose for the first time in three sessions.Investors have been divided on recession calls and if the Fed may be positioned to take a break from its interest rate hikes.Fed Vice Chair Lael Brainard on Thursday told CNBC it’s unlikely to do so anytime soon and that it’s “got a lot of work to do to get inflation down to our 2% target.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":6,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020735528,"gmtCreate":1652684576664,"gmtModify":1676535141029,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"No good bews😞","listText":"No good bews😞","text":"No good bews😞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020735528","repostId":"1173841851","repostType":4,"repost":{"id":"1173841851","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":1652684165,"share":"https://www.laohu8.com/m/news/1173841851?lang=&edition=full","pubTime":"2022-05-16 14:56","market":"us","language":"en","title":"Tesla Recalls 107,293 Model 3 and Model Y in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1173841851","media":"Tiger Newspress","summary":"Recently, Tesla (Shanghai) Co., Ltd. filed a recall plan with the China Administration of market supervision and administration. Since May 23, 2022, 107,293 domestic Model 3 and Model y electric vehic","content":"<html><head></head><body><p>Recently, Tesla (Shanghai) Co., Ltd. filed a recall plan with the China Administration of market supervision and administration. Since May 23, 2022, 107,293 domestic Model 3 and Model y electric vehicles with production dates from October 19, 2021 to April 26, 2022 have been recalled.</p><p>When some vehicles within the scope of this recall are preparing for DC fast charging or during DC fast charging, the central processor of the infotainment system may not be cooled sufficiently, resulting in the slow running speed of the central processor and the slow display of the central touch screen. In serious cases, the central processor may restart, resulting in the failure of the display. When the above faults occur, the reversing image, the setting of windshield (defrosting, defogging and wiper) functions, driving gear display and indicator lights will not work normally. In extreme cases, it will increase the risk of vehicle collision accidents and have potential safety hazards.</p><p>Tesla (Shanghai) Co., Ltd. will upgrade the vehicles within the recall scope to 2022.12.3.3 or later versions of software free of charge through vehicle remote upgrade (OTA) technology. The upgraded vehicles will alleviate the rise of CPU temperature when preparing for DC fast charging or during DC fast charging, so as to prevent its running speed from slowing down or restarting. For vehicles that cannot be recalled through OTA technology, Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade software for vehicles free of charge, so as to eliminate potential safety hazards.</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 Recalls 107,293 Model 3 and Model Y in China</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 Recalls 107,293 Model 3 and Model Y in China\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\">2022-05-16 14:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Recently, Tesla (Shanghai) Co., Ltd. filed a recall plan with the China Administration of market supervision and administration. Since May 23, 2022, 107,293 domestic Model 3 and Model y electric vehicles with production dates from October 19, 2021 to April 26, 2022 have been recalled.</p><p>When some vehicles within the scope of this recall are preparing for DC fast charging or during DC fast charging, the central processor of the infotainment system may not be cooled sufficiently, resulting in the slow running speed of the central processor and the slow display of the central touch screen. In serious cases, the central processor may restart, resulting in the failure of the display. When the above faults occur, the reversing image, the setting of windshield (defrosting, defogging and wiper) functions, driving gear display and indicator lights will not work normally. In extreme cases, it will increase the risk of vehicle collision accidents and have potential safety hazards.</p><p>Tesla (Shanghai) Co., Ltd. will upgrade the vehicles within the recall scope to 2022.12.3.3 or later versions of software free of charge through vehicle remote upgrade (OTA) technology. The upgraded vehicles will alleviate the rise of CPU temperature when preparing for DC fast charging or during DC fast charging, so as to prevent its running speed from slowing down or restarting. For vehicles that cannot be recalled through OTA technology, Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade software for vehicles free of charge, so as to eliminate potential safety hazards.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173841851","content_text":"Recently, Tesla (Shanghai) Co., Ltd. filed a recall plan with the China Administration of market supervision and administration. Since May 23, 2022, 107,293 domestic Model 3 and Model y electric vehicles with production dates from October 19, 2021 to April 26, 2022 have been recalled.When some vehicles within the scope of this recall are preparing for DC fast charging or during DC fast charging, the central processor of the infotainment system may not be cooled sufficiently, resulting in the slow running speed of the central processor and the slow display of the central touch screen. In serious cases, the central processor may restart, resulting in the failure of the display. When the above faults occur, the reversing image, the setting of windshield (defrosting, defogging and wiper) functions, driving gear display and indicator lights will not work normally. In extreme cases, it will increase the risk of vehicle collision accidents and have potential safety hazards.Tesla (Shanghai) Co., Ltd. will upgrade the vehicles within the recall scope to 2022.12.3.3 or later versions of software free of charge through vehicle remote upgrade (OTA) technology. The upgraded vehicles will alleviate the rise of CPU temperature when preparing for DC fast charging or during DC fast charging, so as to prevent its running speed from slowing down or restarting. For vehicles that cannot be recalled through OTA technology, Tesla (Shanghai) Co., Ltd. will contact relevant users through Tesla service center to upgrade software for vehicles free of charge, so as to eliminate potential safety hazards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069830402,"gmtCreate":1651273309424,"gmtModify":1676534880261,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Inflation ! Inflation! Sigh!😇😞","listText":"Inflation ! Inflation! Sigh!😇😞","text":"Inflation ! Inflation! Sigh!😇😞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069830402","repostId":"2231269104","repostType":4,"repost":{"id":"2231269104","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":1651272464,"share":"https://www.laohu8.com/m/news/2231269104?lang=&edition=full","pubTime":"2022-04-30 06:47","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Sharply Lower on Amazon Slump, Inflation Worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2231269104","media":"Reuters","summary":"$Amazon(AMZN)$ tumbles after results and outlook fall shortApple slips after flagging supply problemsMonthly inflation surged by the most since 2005Indexes end: S&P 500 -3.63%, Nasdaq -4.17%, Dow -2.7","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> tumbles after results and outlook fall short</li><li>Apple slips after flagging supply problems</li><li>Monthly inflation surged by the most since 2005</li><li>Indexes end: S&amp;P 500 -3.63%, Nasdaq -4.17%, Dow -2.77%</li></ul><p>(Reuters) - Wall Street slid on Friday to its deepest daily losses since 2020, as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> slumped following a gloomy quarterly report, and as the biggest surge in monthly inflation since 2005 spooked investors already worried about rising interest rates.</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a> tumbled 14.05% in its steepest one-day drop since 2006, leaving the widely held stock near two-year lows. Late on Thursday, the e-commerce giant delivered a disappointing quarter and outlook, swamped by higher costs.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>, the world&#39;s most valuable company, dropped 3.66% after its disappointing outlook overshadowed record quarterly profit and sales.</p><p>All 11 S&amp;P 500 sector indexes fell, led lower by a 5.9% slide in Consumer Discretionary and a 4.9% drop in Real Estate.</p><p>The S&amp;P 500 logged it largest one-day decline since June 2020. The Nasdaq&#39;s decline was its largest since September 2020.</p><p>Downbeat results and worries about aggressive monetary policy tightening by the Federal Reserve have hammered megacap technology and growth stocks this month.</p><p>The Fed is set to meet next week, with traders betting on a 50-basis-point rate hike to combat surging inflation.</p><p>Ahead of the weekend and the Fed meeting next week, &#34;people are clearing the decks. The disappointing guidance from Apple and Amazon and a few other companies set the stage yesterday for today to be weak and it accelerated as we ended out the day,&#34; said Peter Tuz, President of Chase Investment Counsel in Charlottesville, Virginia.</p><p>The Nasdaq has lost about 13% in April, its worst monthly performance since the global financial crisis in 2008.</p><p>The S&amp;P 500 has fallen 13% so far in 2022, its steepest four-month decline to start any year since 1939.</p><p>Adding to fears on Wall Street, data showed the personal consumption expenditures price index - the Fed&#39;s favored measure of inflation - shot up 0.9% in March after climbing 0.5% in February.</p><p>Signs of aggressive monetary policy tightening. Data on Thursday showed the U.S. economy unexpectedly contracted in the first quarter.</p><p>The, S&amp;P 500 declined 3.63% to end the session at 4,131.93 points.</p><p>The Nasdaq declined 4.17% to 12,334.64 points, while Dow Jones Industrial Average declined 2.77% to 32,977.21 points.</p><p>For the week, the S&amp;P 500 lost 3.3%, the Nasdaq shed 3.9% and the Dow declined 2.5%.</p><p>The S&amp;P 500 has gained or lost 2% or more in a day some 33 times so far in 2022, compared to 24 such days in all of 2021.</p><p><a href=\"https://laohu8.com/S/XOM\">Exxon Mobil Corp</a> slipped 2.24% after it took a $3.4 billion writedown due to its exit from Russia. <a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> dropped 3.16% after its first-quarter profit underwhelmed.</p><p>The first-quarter earnings season overall has been better than expected so far. Nearly half of the S&amp;P 500 companies have reported through Thursday and 81% of them have topped Wall Street&#39;s expectations. Typically, only 66% beat estimates, according to Refinitiv data.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.91-to-1 ratio; on Nasdaq, a 2.85-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 47 new lows; the Nasdaq Composite recorded 13 new highs and 385 new lows.</p><p>Volume on U.S. exchanges was 12.4 billion shares, compared with an 11.8 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Closes Sharply Lower on Amazon Slump, Inflation Worries</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Closes Sharply Lower on Amazon Slump, Inflation Worries\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\">2022-04-30 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> tumbles after results and outlook fall short</li><li>Apple slips after flagging supply problems</li><li>Monthly inflation surged by the most since 2005</li><li>Indexes end: S&amp;P 500 -3.63%, Nasdaq -4.17%, Dow -2.77%</li></ul><p>(Reuters) - Wall Street slid on Friday to its deepest daily losses since 2020, as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> slumped following a gloomy quarterly report, and as the biggest surge in monthly inflation since 2005 spooked investors already worried about rising interest rates.</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a> tumbled 14.05% in its steepest one-day drop since 2006, leaving the widely held stock near two-year lows. Late on Thursday, the e-commerce giant delivered a disappointing quarter and outlook, swamped by higher costs.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>, the world&#39;s most valuable company, dropped 3.66% after its disappointing outlook overshadowed record quarterly profit and sales.</p><p>All 11 S&amp;P 500 sector indexes fell, led lower by a 5.9% slide in Consumer Discretionary and a 4.9% drop in Real Estate.</p><p>The S&amp;P 500 logged it largest one-day decline since June 2020. The Nasdaq&#39;s decline was its largest since September 2020.</p><p>Downbeat results and worries about aggressive monetary policy tightening by the Federal Reserve have hammered megacap technology and growth stocks this month.</p><p>The Fed is set to meet next week, with traders betting on a 50-basis-point rate hike to combat surging inflation.</p><p>Ahead of the weekend and the Fed meeting next week, &#34;people are clearing the decks. The disappointing guidance from Apple and Amazon and a few other companies set the stage yesterday for today to be weak and it accelerated as we ended out the day,&#34; said Peter Tuz, President of Chase Investment Counsel in Charlottesville, Virginia.</p><p>The Nasdaq has lost about 13% in April, its worst monthly performance since the global financial crisis in 2008.</p><p>The S&amp;P 500 has fallen 13% so far in 2022, its steepest four-month decline to start any year since 1939.</p><p>Adding to fears on Wall Street, data showed the personal consumption expenditures price index - the Fed&#39;s favored measure of inflation - shot up 0.9% in March after climbing 0.5% in February.</p><p>Signs of aggressive monetary policy tightening. Data on Thursday showed the U.S. economy unexpectedly contracted in the first quarter.</p><p>The, S&amp;P 500 declined 3.63% to end the session at 4,131.93 points.</p><p>The Nasdaq declined 4.17% to 12,334.64 points, while Dow Jones Industrial Average declined 2.77% to 32,977.21 points.</p><p>For the week, the S&amp;P 500 lost 3.3%, the Nasdaq shed 3.9% and the Dow declined 2.5%.</p><p>The S&amp;P 500 has gained or lost 2% or more in a day some 33 times so far in 2022, compared to 24 such days in all of 2021.</p><p><a href=\"https://laohu8.com/S/XOM\">Exxon Mobil Corp</a> slipped 2.24% after it took a $3.4 billion writedown due to its exit from Russia. <a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> dropped 3.16% after its first-quarter profit underwhelmed.</p><p>The first-quarter earnings season overall has been better than expected so far. Nearly half of the S&amp;P 500 companies have reported through Thursday and 81% of them have topped Wall Street&#39;s expectations. Typically, only 66% beat estimates, according to Refinitiv data.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.91-to-1 ratio; on Nasdaq, a 2.85-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 47 new lows; the Nasdaq Composite recorded 13 new highs and 385 new lows.</p><p>Volume on U.S. exchanges was 12.4 billion shares, compared with an 11.8 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","AAPL":"苹果","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","AMZN":"亚马逊","XOM":"埃克森美孚",".DJI":"道琼斯","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","CVX":"雪佛龙","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231269104","content_text":"Amazon tumbles after results and outlook fall shortApple slips after flagging supply problemsMonthly inflation surged by the most since 2005Indexes end: S&P 500 -3.63%, Nasdaq -4.17%, Dow -2.77%(Reuters) - Wall Street slid on Friday to its deepest daily losses since 2020, as Amazon slumped following a gloomy quarterly report, and as the biggest surge in monthly inflation since 2005 spooked investors already worried about rising interest rates.Amazon.com Inc tumbled 14.05% in its steepest one-day drop since 2006, leaving the widely held stock near two-year lows. Late on Thursday, the e-commerce giant delivered a disappointing quarter and outlook, swamped by higher costs.Apple Inc, the world's most valuable company, dropped 3.66% after its disappointing outlook overshadowed record quarterly profit and sales.All 11 S&P 500 sector indexes fell, led lower by a 5.9% slide in Consumer Discretionary and a 4.9% drop in Real Estate.The S&P 500 logged it largest one-day decline since June 2020. The Nasdaq's decline was its largest since September 2020.Downbeat results and worries about aggressive monetary policy tightening by the Federal Reserve have hammered megacap technology and growth stocks this month.The Fed is set to meet next week, with traders betting on a 50-basis-point rate hike to combat surging inflation.Ahead of the weekend and the Fed meeting next week, \"people are clearing the decks. The disappointing guidance from Apple and Amazon and a few other companies set the stage yesterday for today to be weak and it accelerated as we ended out the day,\" said Peter Tuz, President of Chase Investment Counsel in Charlottesville, Virginia.The Nasdaq has lost about 13% in April, its worst monthly performance since the global financial crisis in 2008.The S&P 500 has fallen 13% so far in 2022, its steepest four-month decline to start any year since 1939.Adding to fears on Wall Street, data showed the personal consumption expenditures price index - the Fed's favored measure of inflation - shot up 0.9% in March after climbing 0.5% in February.Signs of aggressive monetary policy tightening. Data on Thursday showed the U.S. economy unexpectedly contracted in the first quarter.The, S&P 500 declined 3.63% to end the session at 4,131.93 points.The Nasdaq declined 4.17% to 12,334.64 points, while Dow Jones Industrial Average declined 2.77% to 32,977.21 points.For the week, the S&P 500 lost 3.3%, the Nasdaq shed 3.9% and the Dow declined 2.5%.The S&P 500 has gained or lost 2% or more in a day some 33 times so far in 2022, compared to 24 such days in all of 2021.Exxon Mobil Corp slipped 2.24% after it took a $3.4 billion writedown due to its exit from Russia. Chevron Corp dropped 3.16% after its first-quarter profit underwhelmed.The first-quarter earnings season overall has been better than expected so far. Nearly half of the S&P 500 companies have reported through Thursday and 81% of them have topped Wall Street's expectations. Typically, only 66% beat estimates, according to Refinitiv data.Declining issues outnumbered advancing ones on the NYSE by a 3.91-to-1 ratio; on Nasdaq, a 2.85-to-1 ratio favored decliners.The S&P 500 posted 2 new 52-week highs and 47 new lows; the Nasdaq Composite recorded 13 new highs and 385 new lows.Volume on U.S. exchanges was 12.4 billion shares, compared with an 11.8 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085119024,"gmtCreate":1650670180620,"gmtModify":1676534772477,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Rate Hike worries again! When will this be over!😞","listText":"Rate Hike worries again! When will this be over!😞","text":"Rate Hike worries again! When will this be over!😞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085119024","repostId":"2229641491","repostType":2,"repost":{"id":"2229641491","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":1650668840,"share":"https://www.laohu8.com/m/news/2229641491?lang=&edition=full","pubTime":"2022-04-23 07:07","market":"us","language":"en","title":"Wall St Slumps as Weak Earnings, Rate Hike Clarity Spook Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2229641491","media":"Reuters","summary":"* Healthcare stocks slump on HCA, Intuitive Surgical numbers* Big tech down ahead of earnings next w","content":"<html><head></head><body><p>* Healthcare stocks slump on HCA, Intuitive Surgical numbers</p><p>* Big tech down ahead of earnings next week</p><p>* Dow posts biggest one-day fall since Oct. 2020</p><p>* Weekly falls: Dow 1.9%, S&amp;P 2.8%, Nasdaq 3.8%</p><p>* Indexes down on Friday: Dow 2.82%, S&amp;P 2.77%, Nasdaq 2.55% </p><p>April 22 (Reuters) - Wall Street tumbled more than 2.5% on Friday, ensuring the three main benchmarks ended in negative territory for the week, as surprise earnings news and increased certainty around aggressive near-term interest rate rises took its toll on investors.</p><p>It was the third straight week of losses for both the S&amp;P 500 and the Nasdaq, while the Dow Jones posted its fourth weekly decline in a row.</p><p>For the Dow, its 2.82% drop on Friday was its biggest one-day fall since October 2020.</p><p>Exaggerated trading swings have become more common recently, as traders adjust to new data points from earnings, as well as when rates will rise again. For the Nasdaq, Friday was the eighth session in April, out of 15 trading days this month, where the index either rose or fell by more than 2%.</p><p>&#34;It&#39;s not very common, over the course of my time doing this job, for the market to move 2% in either direction and to think &#39;there&#39;s not too much to read into that&#39;,&#34; said Craig Erlam, senior market analyst at OANDA.</p><p>&#34;That&#39;s not normal, but that&#39;s just how things have been for such a long time now.&#34;</p><p>Concerns about risks from interest rate hikes continued to reverberate after Federal Reserve Chair Jerome Powell&#39;s hawkish pivot on Thursday, where he backed moving more quickly to combat inflation and said a 50-basis-point increase would be &#34;on the table&#34; when the Fed meets in May.</p><p>The idea of &#34;front-end loading&#34; the U.S. central bank&#39;s retreat from super-easy monetary policy, which Powell articulated support for on Thursday, has also forced traders to re-evaluate how aggressive subsequent rate rises would be.</p><p>The CBOE Volatility index, also known as Wall Street&#39;s fear gauge, jumped on Friday, ending at its highest level since mid-March.</p><p>Meanwhile, the latest earnings forecasts to jolt investors came from healthcare, with HCA Healthcare and Intuitive Surgical Inc the worst performers on the S&amp;P 500.</p><p>HCA slumped 21.8% after reporting a downbeat profit view, while other hospital operators felt the contagion: Tenet Healthcare, Community Health Systems and Universal Health Services all tumbled between 14% and 17.9%.</p><p>Surgical robot maker Intuitive Surgical dropped 14.3% after warning of weaker demand from hospitals due to tighter finances.</p><p>All 11 major S&amp;P 500 sectors were down, although the 3.6% slip by healthcare was outdone by materials, which was off 3.7%.</p><p>Materials was weighed down by Nucor Corp - down 8.3% after hitting a record high after posting earnings on Thursday - and Freeport-McMoRan Inc, which slipped 6.8% as investors fretted over how interest rate hikes would impact copper miners.</p><p>The Dow Jones Industrial Average fell 981.36 points, or 2.82%, to 33,811.4, the S&amp;P 500 lost 121.88 points, or 2.77%, to 4,271.78 and the Nasdaq Composite dropped 335.36 points, or 2.55%, to 12,839.29.</p><p>For the week, the Dow dipped 1.9%, the S&amp;P dropped 2.8%, and the Nasdaq declined 3.8%.</p><p>The prospect of a more hawkish Fed has led to a rocky start to the year for equities, with Friday&#39;s sell-off taking declines on both the S&amp;P and Dow since the start of the year beyond 10%.</p><p>The trend is more pronounced in tech and growth shares whose valuations are more vulnerable to rising bond yields. The Nasdaq is down 17.9% in 2022.</p><p>Earnings are due next week for the four biggest U.S. companies by market capitalization: Apple, Microsoft , Amazon and Google parent Alphabet.</p><p>The quartet declined between 2.4% and 4.1% on Friday. Meta Platforms Inc, which also has results on deck for next week, dropped 2.1%, taking its losses in the last three days to 15.3%.</p><p>Investors are worried after streaming giant Netflix Inc&#39;s dismal earnings earlier this week sent shockwaves through big tech and stay-at-home darlings which benefited from pandemic factors such as lockdown measures.</p><p>The volume on U.S. exchanges was 11.66 billion shares, compared with the 11.67 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Slumps as Weak Earnings, Rate Hike Clarity Spook Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Slumps as Weak Earnings, Rate Hike Clarity Spook Investors\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\">2022-04-23 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Healthcare stocks slump on HCA, Intuitive Surgical numbers</p><p>* Big tech down ahead of earnings next week</p><p>* Dow posts biggest one-day fall since Oct. 2020</p><p>* Weekly falls: Dow 1.9%, S&amp;P 2.8%, Nasdaq 3.8%</p><p>* Indexes down on Friday: Dow 2.82%, S&amp;P 2.77%, Nasdaq 2.55% </p><p>April 22 (Reuters) - Wall Street tumbled more than 2.5% on Friday, ensuring the three main benchmarks ended in negative territory for the week, as surprise earnings news and increased certainty around aggressive near-term interest rate rises took its toll on investors.</p><p>It was the third straight week of losses for both the S&amp;P 500 and the Nasdaq, while the Dow Jones posted its fourth weekly decline in a row.</p><p>For the Dow, its 2.82% drop on Friday was its biggest one-day fall since October 2020.</p><p>Exaggerated trading swings have become more common recently, as traders adjust to new data points from earnings, as well as when rates will rise again. For the Nasdaq, Friday was the eighth session in April, out of 15 trading days this month, where the index either rose or fell by more than 2%.</p><p>&#34;It&#39;s not very common, over the course of my time doing this job, for the market to move 2% in either direction and to think &#39;there&#39;s not too much to read into that&#39;,&#34; said Craig Erlam, senior market analyst at OANDA.</p><p>&#34;That&#39;s not normal, but that&#39;s just how things have been for such a long time now.&#34;</p><p>Concerns about risks from interest rate hikes continued to reverberate after Federal Reserve Chair Jerome Powell&#39;s hawkish pivot on Thursday, where he backed moving more quickly to combat inflation and said a 50-basis-point increase would be &#34;on the table&#34; when the Fed meets in May.</p><p>The idea of &#34;front-end loading&#34; the U.S. central bank&#39;s retreat from super-easy monetary policy, which Powell articulated support for on Thursday, has also forced traders to re-evaluate how aggressive subsequent rate rises would be.</p><p>The CBOE Volatility index, also known as Wall Street&#39;s fear gauge, jumped on Friday, ending at its highest level since mid-March.</p><p>Meanwhile, the latest earnings forecasts to jolt investors came from healthcare, with HCA Healthcare and Intuitive Surgical Inc the worst performers on the S&amp;P 500.</p><p>HCA slumped 21.8% after reporting a downbeat profit view, while other hospital operators felt the contagion: Tenet Healthcare, Community Health Systems and Universal Health Services all tumbled between 14% and 17.9%.</p><p>Surgical robot maker Intuitive Surgical dropped 14.3% after warning of weaker demand from hospitals due to tighter finances.</p><p>All 11 major S&amp;P 500 sectors were down, although the 3.6% slip by healthcare was outdone by materials, which was off 3.7%.</p><p>Materials was weighed down by Nucor Corp - down 8.3% after hitting a record high after posting earnings on Thursday - and Freeport-McMoRan Inc, which slipped 6.8% as investors fretted over how interest rate hikes would impact copper miners.</p><p>The Dow Jones Industrial Average fell 981.36 points, or 2.82%, to 33,811.4, the S&amp;P 500 lost 121.88 points, or 2.77%, to 4,271.78 and the Nasdaq Composite dropped 335.36 points, or 2.55%, to 12,839.29.</p><p>For the week, the Dow dipped 1.9%, the S&amp;P dropped 2.8%, and the Nasdaq declined 3.8%.</p><p>The prospect of a more hawkish Fed has led to a rocky start to the year for equities, with Friday&#39;s sell-off taking declines on both the S&amp;P and Dow since the start of the year beyond 10%.</p><p>The trend is more pronounced in tech and growth shares whose valuations are more vulnerable to rising bond yields. The Nasdaq is down 17.9% in 2022.</p><p>Earnings are due next week for the four biggest U.S. companies by market capitalization: Apple, Microsoft , Amazon and Google parent Alphabet.</p><p>The quartet declined between 2.4% and 4.1% on Friday. Meta Platforms Inc, which also has results on deck for next week, dropped 2.1%, taking its losses in the last three days to 15.3%.</p><p>Investors are worried after streaming giant Netflix Inc&#39;s dismal earnings earlier this week sent shockwaves through big tech and stay-at-home darlings which benefited from pandemic factors such as lockdown measures.</p><p>The volume on U.S. exchanges was 11.66 billion shares, compared with the 11.67 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","HCA":"HCA控股","ISRG":"直觉外科公司",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229641491","content_text":"* Healthcare stocks slump on HCA, Intuitive Surgical numbers* Big tech down ahead of earnings next week* Dow posts biggest one-day fall since Oct. 2020* Weekly falls: Dow 1.9%, S&P 2.8%, Nasdaq 3.8%* Indexes down on Friday: Dow 2.82%, S&P 2.77%, Nasdaq 2.55% April 22 (Reuters) - Wall Street tumbled more than 2.5% on Friday, ensuring the three main benchmarks ended in negative territory for the week, as surprise earnings news and increased certainty around aggressive near-term interest rate rises took its toll on investors.It was the third straight week of losses for both the S&P 500 and the Nasdaq, while the Dow Jones posted its fourth weekly decline in a row.For the Dow, its 2.82% drop on Friday was its biggest one-day fall since October 2020.Exaggerated trading swings have become more common recently, as traders adjust to new data points from earnings, as well as when rates will rise again. For the Nasdaq, Friday was the eighth session in April, out of 15 trading days this month, where the index either rose or fell by more than 2%.\"It's not very common, over the course of my time doing this job, for the market to move 2% in either direction and to think 'there's not too much to read into that',\" said Craig Erlam, senior market analyst at OANDA.\"That's not normal, but that's just how things have been for such a long time now.\"Concerns about risks from interest rate hikes continued to reverberate after Federal Reserve Chair Jerome Powell's hawkish pivot on Thursday, where he backed moving more quickly to combat inflation and said a 50-basis-point increase would be \"on the table\" when the Fed meets in May.The idea of \"front-end loading\" the U.S. central bank's retreat from super-easy monetary policy, which Powell articulated support for on Thursday, has also forced traders to re-evaluate how aggressive subsequent rate rises would be.The CBOE Volatility index, also known as Wall Street's fear gauge, jumped on Friday, ending at its highest level since mid-March.Meanwhile, the latest earnings forecasts to jolt investors came from healthcare, with HCA Healthcare and Intuitive Surgical Inc the worst performers on the S&P 500.HCA slumped 21.8% after reporting a downbeat profit view, while other hospital operators felt the contagion: Tenet Healthcare, Community Health Systems and Universal Health Services all tumbled between 14% and 17.9%.Surgical robot maker Intuitive Surgical dropped 14.3% after warning of weaker demand from hospitals due to tighter finances.All 11 major S&P 500 sectors were down, although the 3.6% slip by healthcare was outdone by materials, which was off 3.7%.Materials was weighed down by Nucor Corp - down 8.3% after hitting a record high after posting earnings on Thursday - and Freeport-McMoRan Inc, which slipped 6.8% as investors fretted over how interest rate hikes would impact copper miners.The Dow Jones Industrial Average fell 981.36 points, or 2.82%, to 33,811.4, the S&P 500 lost 121.88 points, or 2.77%, to 4,271.78 and the Nasdaq Composite dropped 335.36 points, or 2.55%, to 12,839.29.For the week, the Dow dipped 1.9%, the S&P dropped 2.8%, and the Nasdaq declined 3.8%.The prospect of a more hawkish Fed has led to a rocky start to the year for equities, with Friday's sell-off taking declines on both the S&P and Dow since the start of the year beyond 10%.The trend is more pronounced in tech and growth shares whose valuations are more vulnerable to rising bond yields. The Nasdaq is down 17.9% in 2022.Earnings are due next week for the four biggest U.S. companies by market capitalization: Apple, Microsoft , Amazon and Google parent Alphabet.The quartet declined between 2.4% and 4.1% on Friday. Meta Platforms Inc, which also has results on deck for next week, dropped 2.1%, taking its losses in the last three days to 15.3%.Investors are worried after streaming giant Netflix Inc's dismal earnings earlier this week sent shockwaves through big tech and stay-at-home darlings which benefited from pandemic factors such as lockdown measures.The volume on U.S. exchanges was 11.66 billion shares, compared with the 11.67 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015729268,"gmtCreate":1649556516084,"gmtModify":1676534529467,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Good Long Term Stock ❤️","listText":"Good Long Term Stock ❤️","text":"Good Long Term Stock ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015729268","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","pubTimestamp":1649469608,"share":"https://www.laohu8.com/m/news/1179777825?lang=&edition=full","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</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>Palantir Vs. Snowflake Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016667324,"gmtCreate":1649194994258,"gmtModify":1676534465158,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Same old worries! Inflation, Tax &amp;&nbsp;War!😣😇","listText":"Same old worries! Inflation, Tax &amp;&nbsp;War!😣😇","text":"Same old worries! Inflation, Tax & War!😣😇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016667324","repostId":"2225582301","repostType":4,"repost":{"id":"2225582301","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":1649170985,"share":"https://www.laohu8.com/m/news/2225582301?lang=&edition=full","pubTime":"2022-04-05 23:03","market":"us","language":"en","title":"Nasdaq Slides over 1% after Hawkish Comments from Fed's Brainard","url":"https://stock-news.laohu8.com/highlight/detail?id=2225582301","media":"Reuters","summary":"U.S. stock indexes hit session lows on Tuesday, with the tech-heavy Nasdaq falling more than 1% afte","content":"<html><head></head><body><p>U.S. stock indexes hit session lows on Tuesday, with the tech-heavy Nasdaq falling more than 1% after comments from U.S. Federal Reserve Governor Lael Brainard sparked worries about aggressive monetary policy tightening.</p><p>Brainard said she expects methodical interest rate increases and rapid reductions to the Fed&#39;s balance sheet to bring U.S. monetary policy to a &#34;more neutral position&#34; later this year.</p><p>At 11:59 a.m. ET, the Dow Jones Industrial Average was down 0.02%, at 34,915.88, the S&amp;P 500 was down 0.36%, at 4,566.04, and the Nasdaq Composite was down 1.30%, at 14,342.93.</p><p><img src=\"https://static.tigerbbs.com/080415d740cc932cb11fb1374839c264\" tg-width=\"422\" tg-height=\"225\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Slides over 1% after Hawkish Comments from Fed's Brainard</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Slides over 1% after Hawkish Comments from Fed's Brainard\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\">2022-04-05 23:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock indexes hit session lows on Tuesday, with the tech-heavy Nasdaq falling more than 1% after comments from U.S. Federal Reserve Governor Lael Brainard sparked worries about aggressive monetary policy tightening.</p><p>Brainard said she expects methodical interest rate increases and rapid reductions to the Fed&#39;s balance sheet to bring U.S. monetary policy to a &#34;more neutral position&#34; later this year.</p><p>At 11:59 a.m. ET, the Dow Jones Industrial Average was down 0.02%, at 34,915.88, the S&amp;P 500 was down 0.36%, at 4,566.04, and the Nasdaq Composite was down 1.30%, at 14,342.93.</p><p><img src=\"https://static.tigerbbs.com/080415d740cc932cb11fb1374839c264\" tg-width=\"422\" tg-height=\"225\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225582301","content_text":"U.S. stock indexes hit session lows on Tuesday, with the tech-heavy Nasdaq falling more than 1% after comments from U.S. Federal Reserve Governor Lael Brainard sparked worries about aggressive monetary policy tightening.Brainard said she expects methodical interest rate increases and rapid reductions to the Fed's balance sheet to bring U.S. monetary policy to a \"more neutral position\" later this year.At 11:59 a.m. ET, the Dow Jones Industrial Average was down 0.02%, at 34,915.88, the S&P 500 was down 0.36%, at 4,566.04, and the Nasdaq Composite was down 1.30%, at 14,342.93.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010544748,"gmtCreate":1648434881763,"gmtModify":1676534337559,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Tesla potential uptrend","listText":"Tesla potential uptrend","text":"Tesla potential uptrend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010544748","repostId":"1178274647","repostType":4,"repost":{"id":"1178274647","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":1648422520,"share":"https://www.laohu8.com/m/news/1178274647?lang=&edition=full","pubTime":"2022-03-28 07:08","market":"us","language":"en","title":"U.S. Boost Fines for Automakers Not Meeting Fuel Economy Rules in Tesla Win","url":"https://stock-news.laohu8.com/highlight/detail?id=1178274647","media":"Reuters","summary":" - The U.S. National Highway Traffic Safety Administration  has reinstated higher penalties for automakers failing to meet fuel efficiency requirements in recent years, a win for $Tesla $ that could cost other automakers hundreds of millions of dollars or more, according to a document seen by Reuters.President Donald Trump's administration in its final days in January 2021 delayed a 2016 regulation that more than doubled penalties for automakers failing to meet Corporate Average Fuel Economy  re","content":"<html><head></head><body><p>(Reuters) - The U.S. National Highway Traffic Safety Administration (NHTSA) has reinstated higher penalties for automakers failing to meet fuel efficiency requirements in recent years, a win for <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> that could cost other automakers hundreds of millions of dollars or more, according to a document seen by Reuters.</p><p>President Donald Trump&#39;s administration in its final days in January 2021 delayed a 2016 regulation that more than doubled penalties for automakers failing to meet Corporate Average Fuel Economy (CAFE) requirements starting in the 2019 model year. NHTSA&#39;s final rule, which was viewed by Reuters, reinstates the higher penalties and boosts them further for the 2022 model year.</p><p>Automakers protested the 2016 penalty hike, warning it could boost industry costs by at least $1 billion annually. The hike is expected to cost Chrysler parent Stellantis (STLA.MI), for instance, hundreds of millions of dollars.</p><p>The head of a trade group representing nearly all major automakers except Tesla said Sunday it would be a &#34;better outcome&#34; if the penalties &#34;were invested in electric vehicles, batteries and charging infrastructure instead of disappearing into the general fund of the Treasury.&#34;</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Boost Fines for Automakers Not Meeting Fuel Economy Rules in Tesla Win</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Boost Fines for Automakers Not Meeting Fuel Economy Rules in Tesla Win\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\">2022-03-28 07:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The U.S. National Highway Traffic Safety Administration (NHTSA) has reinstated higher penalties for automakers failing to meet fuel efficiency requirements in recent years, a win for <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> that could cost other automakers hundreds of millions of dollars or more, according to a document seen by Reuters.</p><p>President Donald Trump&#39;s administration in its final days in January 2021 delayed a 2016 regulation that more than doubled penalties for automakers failing to meet Corporate Average Fuel Economy (CAFE) requirements starting in the 2019 model year. NHTSA&#39;s final rule, which was viewed by Reuters, reinstates the higher penalties and boosts them further for the 2022 model year.</p><p>Automakers protested the 2016 penalty hike, warning it could boost industry costs by at least $1 billion annually. The hike is expected to cost Chrysler parent Stellantis (STLA.MI), for instance, hundreds of millions of dollars.</p><p>The head of a trade group representing nearly all major automakers except Tesla said Sunday it would be a &#34;better outcome&#34; if the penalties &#34;were invested in electric vehicles, batteries and charging infrastructure instead of disappearing into the general fund of the Treasury.&#34;</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178274647","content_text":"(Reuters) - The U.S. National Highway Traffic Safety Administration (NHTSA) has reinstated higher penalties for automakers failing to meet fuel efficiency requirements in recent years, a win for Tesla  that could cost other automakers hundreds of millions of dollars or more, according to a document seen by Reuters.President Donald Trump's administration in its final days in January 2021 delayed a 2016 regulation that more than doubled penalties for automakers failing to meet Corporate Average Fuel Economy (CAFE) requirements starting in the 2019 model year. NHTSA's final rule, which was viewed by Reuters, reinstates the higher penalties and boosts them further for the 2022 model year.Automakers protested the 2016 penalty hike, warning it could boost industry costs by at least $1 billion annually. The hike is expected to cost Chrysler parent Stellantis (STLA.MI), for instance, hundreds of millions of dollars.The head of a trade group representing nearly all major automakers except Tesla said Sunday it would be a \"better outcome\" if the penalties \"were invested in electric vehicles, batteries and charging infrastructure instead of disappearing into the general fund of the Treasury.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995009232,"gmtCreate":1661384213628,"gmtModify":1676536506866,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"bad😞","listText":"bad😞","text":"bad😞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995009232","repostId":"2262334674","repostType":4,"repost":{"id":"2262334674","pubTimestamp":1661382667,"share":"https://www.laohu8.com/m/news/2262334674?lang=&edition=full","pubTime":"2022-08-25 07:11","market":"us","language":"en","title":"NVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2262334674","media":"StreetInsider","summary":"NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results,","content":"<html><head></head><body><p>NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of $6.83 billion. Q2 EPS came in at $0.51, compared to the consensus estimate of $0.50.</p><p>Q2 Data Center revenue was up 61% year-over-year to $3.81 billion, while Gaming revenue was down 33% year-over-year to $2.04 billion. Professional Visualization revenue declined 4% year-over-year to $496 million. Automotive revenue grew 45% year-over-year to $220 million.</p><p>The company expects Q3 revenue of $5.90 billion, plus or minus 2%, worse than the consensus estimate of $6.92 billion.</p><p>“We are navigating our supply chain transitions in a challenging macro environment and we will get through this,” said Jensen Huang, founder and CEO of NVIDIA.</p><p>The company also declared a quarterly dividend of $0.04 per share, payable on September 29 to stockholders of record on September 8.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVIDIA Reports Q2 Revenue Miss & Worse Than Expected Guidance, Shares Down Nearly 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20506243><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20506243\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20506243","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262334674","content_text":"NVIDIA (NASDAQ: NVDA) shares fell nearly 5% after-hours following the company’s reported Q2 results, with revenue of $6.7 billion (up 3% year-over-year) coming in worse than the consensus estimate of $6.83 billion. Q2 EPS came in at $0.51, compared to the consensus estimate of $0.50.Q2 Data Center revenue was up 61% year-over-year to $3.81 billion, while Gaming revenue was down 33% year-over-year to $2.04 billion. Professional Visualization revenue declined 4% year-over-year to $496 million. Automotive revenue grew 45% year-over-year to $220 million.The company expects Q3 revenue of $5.90 billion, plus or minus 2%, worse than the consensus estimate of $6.92 billion.“We are navigating our supply chain transitions in a challenging macro environment and we will get through this,” said Jensen Huang, founder and CEO of NVIDIA.The company also declared a quarterly dividend of $0.04 per share, payable on September 29 to stockholders of record on September 8.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993600533,"gmtCreate":1660684565625,"gmtModify":1676536375795,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Yes, Agree❤️","listText":"Yes, Agree❤️","text":"Yes, Agree❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993600533","repostId":"2259839211","repostType":4,"repost":{"id":"2259839211","pubTimestamp":1660659198,"share":"https://www.laohu8.com/m/news/2259839211?lang=&edition=full","pubTime":"2022-08-16 22:13","market":"us","language":"en","title":"TSLA Is a Must-Buy Ahead of the Aug. 17 Tesla Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2259839211","media":"InvestorPlace","summary":"Tesla(TSLA) will enact a three-for-one share split on Aug. 17.Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.Investors should hold at least a few TSLA stock shares pri","content":"<html><head></head><body><ul><li><b>Tesla</b> (<b><u>TSLA</u></b>) will enact a three-for-one share split on Aug. 17.</li><li>Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.</li><li>Investors should hold at least a few TSLA stock shares prior to the split.</li></ul><p><b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) stock hasn’t looked this good in a while.</p><p>Not long ago, the company revealed that the electric vehicle (or EV) manufacturer plans to enact a three-for-one share split on Aug. 17. Furthermore, CEO Elon Musk tweeted a hint that two new EV models will be shipped out.</p><p>For these reasons, or just because Tesla is a premier business and a pioneer in vehicle electrification, you should consider owning TSLA stock now.</p><p>Make no mistake about it: Musk is a controversial figure. Everybody and his uncle has been talking about how Musk sold nearly $7 billion worth of Tesla shares recently. Yet, you don’t have to let this distract you from the more important developments surrounding Tesla.</p><p>Musk is, among other things, a master of using the media to generate attention for Tesla. He teased a couple of new vehicle models recently, and this could generate investor interest in Tesla. Besides, the upcoming share split will likely entice more people into the trade.</p><table border=\"1\"><tbody><tr><td><b><u>TSLA</u></b></td><td><b>Tesla</b></td><td>$927.96</td></tr></tbody></table><h2>What’s Happening with TSLA Stock?</h2><p>Throughout 2022 so far, TSLA stock has achieved $1,000 on more than one occasion but couldn’t hold that level. The buyers will have to put in some work to reclaim $1,000 and keep the Tesla share price there.</p><p>However, soon $1,000 won’t be the near-term objective anymore. That’s because Tesla’s board of directors approved a three-for-one share split, which will apply to shareholders of record on Aug. 17.</p><p>So, if you’re serious about investing in Tesla and making the most of this situation, you can buy some TSLA stock shares prior to Aug. 17. Also, mark Aug. 25 on your calendar, as that’s when the stock will begin trading on a split-adjusted basis.</p><p>As the shares become more affordable, traders will smaller account sizes will probably be enticed to invest in Tesla. And of course, when there are more buyers involved, this should put upward price pressure on the stock.</p><h2>Musk Teases <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> New Tesla Vehicle Models</h2><p>As I mentioned before, Musk is masterful when it comes to using the media to generate buzz for Tesla. That’s exactly what he did when he recently tweeted, “Tesla 500 mile range Semi Truck starts shipping this year, Cybertruck next year.”</p><p>This tweet immediately made the financial headlines, so Musk can say, “Mission accomplished.” The Cybertruck is Tesla’s version of a pickup truck, so truckers who’ve hesitated to join the vehicle electrification movement might now be persuaded to give Tesla’s electric truck a try.</p><p>Along with all of this, you can simply hold TSLA stock because the company is an EV-market powerhouse. As you may recall, Tesla’s revenue jumped 42% year over year in 2022’s second quarter. Figures like this should remind us all that Musk’s company was, and still remains, an EV pioneer.</p><h2>What You Can Do Now</h2><p>For all of the reasons discussed here, feel free to add to your share position in Tesla prior to Aug. 17. And if you don’t have a position already, now’s a great time to start one.</p><p>Otherwise, you may regret it as stock-split mania could push TSLA stock much higher. Eventually, even after the split, the stock might reach $1,000 and then some.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Is a Must-Buy Ahead of the Aug. 17 Tesla Stock Split</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSLA Is a Must-Buy Ahead of the Aug. 17 Tesla Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/tsla-is-a-must-buy-ahead-of-the-aug-17-tesla-stock-split/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) will enact a three-for-one share split on Aug. 17.Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.Investors should hold at least a few TSLA stock shares ...</p>\n\n<a href=\"https://investorplace.com/2022/08/tsla-is-a-must-buy-ahead-of-the-aug-17-tesla-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4550":"红杉资本持仓"},"source_url":"https://investorplace.com/2022/08/tsla-is-a-must-buy-ahead-of-the-aug-17-tesla-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259839211","content_text":"Tesla (TSLA) will enact a three-for-one share split on Aug. 17.Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.Investors should hold at least a few TSLA stock shares prior to the split.Tesla (NASDAQ:TSLA) stock hasn’t looked this good in a while.Not long ago, the company revealed that the electric vehicle (or EV) manufacturer plans to enact a three-for-one share split on Aug. 17. Furthermore, CEO Elon Musk tweeted a hint that two new EV models will be shipped out.For these reasons, or just because Tesla is a premier business and a pioneer in vehicle electrification, you should consider owning TSLA stock now.Make no mistake about it: Musk is a controversial figure. Everybody and his uncle has been talking about how Musk sold nearly $7 billion worth of Tesla shares recently. Yet, you don’t have to let this distract you from the more important developments surrounding Tesla.Musk is, among other things, a master of using the media to generate attention for Tesla. He teased a couple of new vehicle models recently, and this could generate investor interest in Tesla. Besides, the upcoming share split will likely entice more people into the trade.TSLATesla$927.96What’s Happening with TSLA Stock?Throughout 2022 so far, TSLA stock has achieved $1,000 on more than one occasion but couldn’t hold that level. The buyers will have to put in some work to reclaim $1,000 and keep the Tesla share price there.However, soon $1,000 won’t be the near-term objective anymore. That’s because Tesla’s board of directors approved a three-for-one share split, which will apply to shareholders of record on Aug. 17.So, if you’re serious about investing in Tesla and making the most of this situation, you can buy some TSLA stock shares prior to Aug. 17. Also, mark Aug. 25 on your calendar, as that’s when the stock will begin trading on a split-adjusted basis.As the shares become more affordable, traders will smaller account sizes will probably be enticed to invest in Tesla. And of course, when there are more buyers involved, this should put upward price pressure on the stock.Musk Teases Two New Tesla Vehicle ModelsAs I mentioned before, Musk is masterful when it comes to using the media to generate buzz for Tesla. That’s exactly what he did when he recently tweeted, “Tesla 500 mile range Semi Truck starts shipping this year, Cybertruck next year.”This tweet immediately made the financial headlines, so Musk can say, “Mission accomplished.” The Cybertruck is Tesla’s version of a pickup truck, so truckers who’ve hesitated to join the vehicle electrification movement might now be persuaded to give Tesla’s electric truck a try.Along with all of this, you can simply hold TSLA stock because the company is an EV-market powerhouse. As you may recall, Tesla’s revenue jumped 42% year over year in 2022’s second quarter. Figures like this should remind us all that Musk’s company was, and still remains, an EV pioneer.What You Can Do NowFor all of the reasons discussed here, feel free to add to your share position in Tesla prior to Aug. 17. And if you don’t have a position already, now’s a great time to start one.Otherwise, you may regret it as stock-split mania could push TSLA stock much higher. Eventually, even after the split, the stock might reach $1,000 and then some.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990877417,"gmtCreate":1660346505241,"gmtModify":1676533453237,"author":{"id":"4107590982975840","authorId":"4107590982975840","name":"ckmtan","avatar":"https://community-static.tradeup.com/news/4b0c0b1aeb9fb3f7e9528c962f00637e","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990877417","repostId":"1157910275","repostType":4,"repost":{"id":"1157910275","pubTimestamp":1660318322,"share":"https://www.laohu8.com/m/news/1157910275?lang=&edition=full","pubTime":"2022-08-12 23:32","market":"us","language":"en","title":"Tesla Is Past Its Sell-By Date!","url":"https://stock-news.laohu8.com/highlight/detail?id=1157910275","media":"Seeking Alpha","summary":"SummaryElon Musk recently repeated his claims that Tesla could be making 20 million cars per year by 2030. That would give Tesla 75% of the entire world EV market!To achieve that requires several more huge factories to be built that are not yet past the initial planning stages nor even a decision made where they will be located!","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Elon Musk recently repeated his claims that Tesla could be making 20 million cars per year by 2030. That would give Tesla 75% of the entire world EV market!</li><li>To achieve that requires several more huge factories to be built that are not yet past the initial planning stages nor even a decision made where they will be located!</li><li>They will require vast sums of money as might many existing problems that remain unresolved with new ones still emerging.</li><li>My share price target is around $100 by year-end. Some are more optimistic, with Citi giving Tesla a sell-rated forecast of $375 → $424. JP Morgan suggests $385. The price, as I write, is $864.</li><li>Some have suggested a price of $1580, which should frighten any cautious investor away.</li></ul><p><b>Those wing doors will not get that Tesla off the ground,</b> and new action against Elon Musk&#39;s autopilot claims might even stop them being driven manually by man - including Musk - in some places. An earlier action against Musk by the SEC resulted in him giving up his driving position as both Chairman and CEO.</p><p>In my first article on Tesla, Inc. (NASDAQ:TSLA) on 16 November, 2021, titled Tesla&#39;s Ticking Time Bomb, I strongly advised selling Tesla. The price then was $1,054.73, so it is down 18%, somewhat more than the S&amp;P500&#39;s 12% decline. On the first of that same month, the price was $1,209.</p><p>TSLA hit a low of $626 on 24 May, 2022, suggesting many are having doubts, with the recent bounce perhaps being caused by believers in that sky-high $1580 forecast. To those I would recommend they check the past and see that the price had never gone above $100 until the beginning of last year, the price level I believe it will return to. It is down 27% YTD en route to that price.</p><p>This shall probably be my last article on Tesla, as I prefer to write on companies that will gain from world developments, and those do not benefit Tesla in the way they did in the past. That should have a significant negative effect on Tesla&#39;s future performance in both the car and stock markets, and I hope this article will be of value to those holding or considering buying into Tesla now. I would emphasize here that I am not a short seller or a trader. Tesla may well suit those that are, but it does not suit me. I am an investor and I write with only that in mind.</p><p>I will first touch on Tesla the car (and solar panel) maker and expand on the challenges it faces later.</p><p><b>Tesla The Car Maker</b></p><p>Tesla was founded by a visionary named Elon Musk. He saw an opportunity in electric cars, EVs, when other carmakers - and especially the U.S. and German manufacturers - were mostly focused on traditional internal combustion engines, ICEs.</p><p>He gained an almost cult-like following among retail investors and used the resultant share price explosion to raise over $13 billion in four stock offerings. Car-making is a capital-intensive industry, and such low capital costs gave it an advantage to get off the ground and into the big league.</p><p>Tesla also had <i>good profit margins</i>. Being a newcomer to car manufacturing, Tesla did not have legacy car maker problems such as restrictive unions and large company bureaucracies to add cost, plus EVs require many fewer components than ICEs. That makes Tesla&#39;s profit margins better - gross margins were 23% in fiscal 2020, compared with Ford&#39;s (F) 10%. <i>That gap is closing.</i> Tesla&#39;s superior margins over other carmakers are used by many believers to justify its high valuation, but - while they are good compared with many - they are not sufficiently better than the world&#39;s largest carmaker Toyota (TM,OTCPK:TOYOF) to do make the difference so extreme.</p><p><b>Toyota&#39;s P/E is 10.9. Tesla&#39;s P/E is 103.77 - nearly 10 times Toyota&#39;s!</b></p><p><b>Toyota&#39;s market cap $260bn. Tesla&#39;s $967bn - nearly 4 times Toyota&#39;s!</b></p><p>The latest gross margin (&#34;GM&#34;) figures show this:</p><p>Tesla&#39;s GM: 28%. Net: 10.5%. Ops: 14.6%</p><p>Toyota&#39;s GM: 18%. Net: 8.5%. Ops: 8%</p><p>That GM gap will close when Toyota (and other ICE makers) build more EVs because of the hugely lower amount of materials needed to build EV motors than ICEs, so either TM&#39;s P/E should shoot up or TSLA&#39;s crash down.</p><p>The latest results from Tesla&#39;s website were good, but the Gross Margin is declining.</p><p><img src=\"https://static.tigerbbs.com/3d5fce89f9eada41780cfacd8d123c95\" tg-width=\"602\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bed17678a34727ef88451b33fd78453a\" tg-width=\"599\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/2e9b6e7adf9f631f7442c6692bd0a231\" tg-width=\"603\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/>Source: Tesla.</p><p>If more financial information is required, it can be found here onTesla&#39;s website.</p><p><b>Cash and cash equivalents</b> are good, but billions will be needed to build the additional giant factories required, as might the many existing problems that remain unresolved with new ones still emerging.</p><p>I will now move on to those...</p><p>Problems - Internal <b>Self-Inflicted</b></p><p><b>There are many self-inflicted problems,</b> and many have yet to be resolved. The latest are claims by California&#39;s DMV that Tesla overstated its autopilot capabilities. ThisReutersarticle tells more about that. California is Tesla&#39;s largest U.S. market. The company sold 121,000 vehicles there in 2021, out of an estimated 352,000 sold nationwide. The DMV is seeking remedies that could include <b>suspending Tesla&#39;s license to sell vehicles in California</b> and requiring the company to make restitution to drivers.</p><p>Wikipedia has this list of <b>lawsuits</b> against Tesla.I know of no other reputable company that has stirred up so much controversy. The &#34;autopilot&#34; - the word used by Elon Musk to describe Tesla&#39;s driver assistance technology - fatality case could prove to be fatal or near-fatal for the whole company. Autoblog tells us more on that.</p><p>Currently, in a car accident in the U.S., the driver of one car sues the driver of the other car. It is only very seldom the car manufacturer is sued. For self-driving cars, however, things are likely to be different. There aren&#39;t other drivers to sue. There is just the car - and the company that made it. It won&#39;t take long for plaintiffs&#39; lawyers to start filing big lawsuits, even class actions, against the car and technology companies that made the cars and designed the self-driving technology. And, as we have seen in other such situations, <b>there could soon be billion-dollar judgments against Tesla.</b></p><p><b>Recall and Warranty costs.</b> In 2021, Tesla recalled 475,000 vehicles for safety issues in the U.S. alone. Barron&#39;s recently reported that, since January, 2022, Tesla has issued four recalls for almost 1.5 million vehicles worldwide, according to the National Highway Traffic Safety Administration. That&#39;s roughly four times the 360,000 cars that Tesla delivered in the U.S. in 2021, and a half-million more, at least, than the 936,000 delivered worldwide. Global deliveries rose about 87%, compared with 2020. Those problems have to be fixed free of charge, plus many other problems require fixing under warranty.</p><p>They all require the vehicle to be returned to a dealer to be fixed. They <b>are a nuisance for the owners and costly for Tesla shareholders.</b></p><p><b>Musk&#39;s Antics.</b> I borrowed the word antic from Al Jazeera&#39;s report headed &#34;Musk&#39;s antics turn Tesla owners, new buyers against it.&#34;</p><p>Another antic was buying into <b>solar panels</b>. This is a U.S.-only market for Tesla. He got into solar by buying a troubled company founded by his cousins and on whose board he sat. That was paid for with Tesla shareholders&#39; money and led to a failed lawsuit by them, according to this Business Insider report. Its policy has been to offer <b>lowest price guarantees, which is suicidal</b> in such a commodity product market sector and - to reduce costs in the U.S. further - President Biden has waived tariffs on solar panels imported from Cambodia, Malaysia, Thailand, and Vietnam. A CNET report also claims that &#34;Tesla is skimping on customer service.&#34;This activity will be a constant drain on Tesla profits until closed!</p><p><b>Share sales.</b> <b>Musk&#39;s latest antic is to sell more Tesla shares</b> purportedly to prepare any payment he may have to pay for his Twitter bid. One has to question why did he sell now if he has confidence the stock price will be higher when the outcome of that case against him is known?! This SA News report headed &#34;Elon Musk backtracks on stock pledge&#34; tells more, including &#34;he now owns just under 15% of Tesla.&#34; One day he may be a total high-price dropout!</p><p><b>Musk&#39;s Aims.</b> As a visionary, he has achieved near miracles to get Tesla where it is today. However, it will need another miracle in the near future if 20 million cars are to be made, and even aiming for them could put Tesla into reverse gear financially. At Tesla&#39;s recent Cyber Round Up in Austin, Texas, Musk said the company would &#34;end up building at least 10 or 12 Gigafactories.&#34; Those <b>Gigafactories cost Gigabucks to build.</b> They also require years to build, and he needs them soon if he is to make <b>20 million cars per year by2030.</b> That means completion before the end of 2029 - just over 7 years away. None have been started, nor even have locations been announced!</p><p>In the unlikely event Tesla achieved that number, it would require another miracle to sell that many cars, because gaining 16.4% of the entire world car market - including ICEs - is probably impossible for any car maker.GlobeNewswiremade the 2030 estimate of total car market size in 2030 of 122.83 million units that I used to calculate that market share percentage. It makes worthwhile reading.</p><p>It also looks rather stupid ifS&amp;P Global&#39;s estimate of 26.8 million EV sales by 2030 proves correct. That would mean <b>Tesla has to achieve 75% EV market share!</b></p><p>Toyota is the world&#39;s largest carmaker and manufactures around 10 million cars per year. It has around 10% of the world market. It makes ICEs, hybrids, plug-in hybrids, battery EVs, and hydrogen cars. Tesla only makes battery EVs.</p><p>It therefore takes a bit of a stretch of the imagination to see Tesla selling 20 million cars per year by 2030... if it can make them!</p><p><b>Problems - External</b></p><p><b>Lithium supplies.</b> The Financial Times recently published this article headed &#34;Electric-car makers warned lithium supply crunch is set to last until 2030.&#34;</p><p><b>Political and economic.</b> The new <b>Inflation Reduction Act</b> could have a perverse and unintended negative result for Tesla. The $7,500 electric vehicle tax credit will be renewed in January of 2023 and last until the end of 2032. A striking new requirement is that qualifying cars must be assembled in North America and that materials and critical minerals in the battery must come from the U.S. or a country with a free trade agreement with the U.S. That means some electric vehicles sold in the U.S. will be ineligible as soon as the bill takes effect. Chinese battery maker Contemporary Amperex Technology Co., Limited (&#34;CATL&#34;), who make some batteries for Tesla, has dropped plans to make them in the U.S.</p><p><b>Political backlashes.</b> Elon Musk has probably made some <b>enemies</b> at the political top<b>in California</b>due to his personal move, and Tesla&#39;s HQ, from there to Texas. They may encourage a harsh judgement in DMV&#39;s autopilot case against Tesla that I mentioned above.</p><p>Tesla may yet face other challenges due to his behavior <b>in Germany.</b> That country is full of bureaucracies, some of which wanted to prevent the car and battery factory near Berlin from being built in the first place. Also, local residents and environmentalists - including Green party politicians - did not want their environmentally and visually valuable forest torn down, as this report shows. Elon Musk apparently barged through those bureaucratic regulations and local and environmental objections and started building without proper approvals. The battery factory has still not been started. Their unanswered environmental problems remain. This CNBC article tells more.</p><p><b>The UK is in or near recession,</b> as are several EU continues. They include important German, UK, French, and Italian car makers, all of which have poured billions into making EVs.</p><p>That brings me to another major problem for Tesla...</p><p><b>Competition</b></p><p>-<b>Loss of a previously exclusive big Tesla buyer.</b> EV subscription company <b>Autonomy has placed an order for 23,000 EVs</b> with 17 global automakers to expand and diversify its subscription fleet beyond just Tesla vehicles. Autonomy currently has 1,000 cars, all of which are Tesla models. The fleet order valued at $1.2B includes EVs from BMW (OTCPK:BMWYY), Canoo (GOEV), Fisker (FSR), Ford (F), General Motors (GM), Hyundai (OTCPK:HYMTF), Lucid Group (LCID), Mercedes-Benz (OTCPK:DDAIF), Polestar (PSNY), Rivian (RIVN), Stellantis (STLA), Subaru (OTCPK:FUJHY), Tesla (TSLA), Toyota Motor, VinFast, Volvo Car (OTCPK:VLVOF), and Volkswagen (OTCPK:VLKAF).</p><p>-<b>Others lead the autopilot race.</b> Tesla&#39;s autopilot faces costly attacks and is anyway losing the race to others, as this chart shows</p><p><img src=\"https://static.tigerbbs.com/28c1c01bae4366c47e659b1d8e789f69\" tg-width=\"349\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p>inverse.com</p><p>Waymo leads with Baidu not far behind...</p><p>-<b>Chinese tech giant, Baidu</b>(BIDU) has securedthe first permits in China to offer commercial <b>fully driverless</b> robotaxi services to the public on open roads.</p><p>Wei Dong, vice president and chief safety operation officer of Baidu&#39;s Intelligent Driving Group, said in a statement:</p><blockquote>&#34;We believe these permits are a key milestone on the path to the inflection point when the industry can finally roll out fully autonomous driving services at scale.&#34;</blockquote><p>Baidu will sell its technology to other car makers helping those leapfrog over Tesla.</p><p>It will also make cars having unveiled the Apollo RT6 - photo above - an EV ready for production with aninitial starting price of $37,000. Jidu Auto, which is a joint venture between Baidu and Geely Automobile Holdings (OTCPK:GELYY) is looking at raising between $300M and $400M as it seeks to launch its first commercial vehicle in 2023.</p><p>- Apple (AAPL) may have this fully autonomous EVon the road by 2025. Rumors suggest it will be made by Hyundai. If so, maybe their worldwide dealer network will sell and service it.</p><p>Apple reportedly poacheda top executive from Italian luxury carmaker Lamborghini for its car project.</p><p>- China&#39;s <b>BYD (OTCPK:BYDDF,OTCPK:BYDDY) sold 641,350</b> EVs in the first six months of 2022, representing a 315% increase from the same period last year. Tesla, on the other hand, delivered a total of 564,743 vehicles in H1.</p><p>- Century-old car makers are determined to be around for another century! Every major maker is spending billions on EVs. A JV between Stellantis (STLA) and Samsung (OTCPK:SSNLF) is building a $2.5 billion battery factory in Indiana. General Motors is spending $7bn to convert an existing factory to make EVs. That shows <b>another advantage traditional car makers have overTesla.</b>It costs less to convert an existing plant to make EVs than to build a new one from scratch, plus they have an established workforce and customer base.</p><p>A report on SA tells us that GM&#39;s all-electric Hummer draws rave review from Barron&#39;s.</p><p>Ford is spending $11 billion on plants in Tennessee and Kentucky, and plans to build 600,000 EVs by the end of next year.</p><p>European companies are likewise spending huge sums at home and in the U.S. to build EVs and battery factories.</p><p>Putting all those above points into one big picture and I conclude that...</p><p><b>Tesla Is Beyond Its Sell-By Date</b></p><p>I mentioned Elon Musk&#39;s sales above. He is not the only insider to have been selling; Robyn Denholm - Chairman of the Board - was a huge seller in May and June this year. From the Financial Times, the last time I could find news of insiders buying - including a tiny buy by Elon Musk - was in February 2020:</p><p><img src=\"https://static.tigerbbs.com/0bcb151636a2cf9f820f10fcff805c44\" tg-width=\"614\" tg-height=\"448\" referrerpolicy=\"no-referrer\"/>Source: Financial Times</p><p><b>If Insiders are big sellers - and none buy - why should outsiders do otherwise?!</b></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is Past Its Sell-By Date!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Past Its Sell-By Date!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4533191-tesla-is-past-its-sell-by-date><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryElon Musk recently repeated his claims that Tesla could be making 20 million cars per year by 2030. That would give Tesla 75% of the entire world EV market!To achieve that requires several more...</p>\n\n<a href=\"https://seekingalpha.com/article/4533191-tesla-is-past-its-sell-by-date\">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/4533191-tesla-is-past-its-sell-by-date","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157910275","content_text":"SummaryElon Musk recently repeated his claims that Tesla could be making 20 million cars per year by 2030. That would give Tesla 75% of the entire world EV market!To achieve that requires several more huge factories to be built that are not yet past the initial planning stages nor even a decision made where they will be located!They will require vast sums of money as might many existing problems that remain unresolved with new ones still emerging.My share price target is around $100 by year-end. Some are more optimistic, with Citi giving Tesla a sell-rated forecast of $375 → $424. JP Morgan suggests $385. The price, as I write, is $864.Some have suggested a price of $1580, which should frighten any cautious investor away.Those wing doors will not get that Tesla off the ground, and new action against Elon Musk's autopilot claims might even stop them being driven manually by man - including Musk - in some places. An earlier action against Musk by the SEC resulted in him giving up his driving position as both Chairman and CEO.In my first article on Tesla, Inc. (NASDAQ:TSLA) on 16 November, 2021, titled Tesla's Ticking Time Bomb, I strongly advised selling Tesla. The price then was $1,054.73, so it is down 18%, somewhat more than the S&P500's 12% decline. On the first of that same month, the price was $1,209.TSLA hit a low of $626 on 24 May, 2022, suggesting many are having doubts, with the recent bounce perhaps being caused by believers in that sky-high $1580 forecast. To those I would recommend they check the past and see that the price had never gone above $100 until the beginning of last year, the price level I believe it will return to. It is down 27% YTD en route to that price.This shall probably be my last article on Tesla, as I prefer to write on companies that will gain from world developments, and those do not benefit Tesla in the way they did in the past. That should have a significant negative effect on Tesla's future performance in both the car and stock markets, and I hope this article will be of value to those holding or considering buying into Tesla now. I would emphasize here that I am not a short seller or a trader. Tesla may well suit those that are, but it does not suit me. I am an investor and I write with only that in mind.I will first touch on Tesla the car (and solar panel) maker and expand on the challenges it faces later.Tesla The Car MakerTesla was founded by a visionary named Elon Musk. He saw an opportunity in electric cars, EVs, when other carmakers - and especially the U.S. and German manufacturers - were mostly focused on traditional internal combustion engines, ICEs.He gained an almost cult-like following among retail investors and used the resultant share price explosion to raise over $13 billion in four stock offerings. Car-making is a capital-intensive industry, and such low capital costs gave it an advantage to get off the ground and into the big league.Tesla also had good profit margins. Being a newcomer to car manufacturing, Tesla did not have legacy car maker problems such as restrictive unions and large company bureaucracies to add cost, plus EVs require many fewer components than ICEs. That makes Tesla's profit margins better - gross margins were 23% in fiscal 2020, compared with Ford's (F) 10%. That gap is closing. Tesla's superior margins over other carmakers are used by many believers to justify its high valuation, but - while they are good compared with many - they are not sufficiently better than the world's largest carmaker Toyota (TM,OTCPK:TOYOF) to do make the difference so extreme.Toyota's P/E is 10.9. Tesla's P/E is 103.77 - nearly 10 times Toyota's!Toyota's market cap $260bn. Tesla's $967bn - nearly 4 times Toyota's!The latest gross margin (\"GM\") figures show this:Tesla's GM: 28%. Net: 10.5%. Ops: 14.6%Toyota's GM: 18%. Net: 8.5%. Ops: 8%That GM gap will close when Toyota (and other ICE makers) build more EVs because of the hugely lower amount of materials needed to build EV motors than ICEs, so either TM's P/E should shoot up or TSLA's crash down.The latest results from Tesla's website were good, but the Gross Margin is declining.Source: Tesla.If more financial information is required, it can be found here onTesla's website.Cash and cash equivalents are good, but billions will be needed to build the additional giant factories required, as might the many existing problems that remain unresolved with new ones still emerging.I will now move on to those...Problems - Internal Self-InflictedThere are many self-inflicted problems, and many have yet to be resolved. The latest are claims by California's DMV that Tesla overstated its autopilot capabilities. ThisReutersarticle tells more about that. California is Tesla's largest U.S. market. The company sold 121,000 vehicles there in 2021, out of an estimated 352,000 sold nationwide. The DMV is seeking remedies that could include suspending Tesla's license to sell vehicles in California and requiring the company to make restitution to drivers.Wikipedia has this list of lawsuits against Tesla.I know of no other reputable company that has stirred up so much controversy. The \"autopilot\" - the word used by Elon Musk to describe Tesla's driver assistance technology - fatality case could prove to be fatal or near-fatal for the whole company. Autoblog tells us more on that.Currently, in a car accident in the U.S., the driver of one car sues the driver of the other car. It is only very seldom the car manufacturer is sued. For self-driving cars, however, things are likely to be different. There aren't other drivers to sue. There is just the car - and the company that made it. It won't take long for plaintiffs' lawyers to start filing big lawsuits, even class actions, against the car and technology companies that made the cars and designed the self-driving technology. And, as we have seen in other such situations, there could soon be billion-dollar judgments against Tesla.Recall and Warranty costs. In 2021, Tesla recalled 475,000 vehicles for safety issues in the U.S. alone. Barron's recently reported that, since January, 2022, Tesla has issued four recalls for almost 1.5 million vehicles worldwide, according to the National Highway Traffic Safety Administration. That's roughly four times the 360,000 cars that Tesla delivered in the U.S. in 2021, and a half-million more, at least, than the 936,000 delivered worldwide. Global deliveries rose about 87%, compared with 2020. Those problems have to be fixed free of charge, plus many other problems require fixing under warranty.They all require the vehicle to be returned to a dealer to be fixed. They are a nuisance for the owners and costly for Tesla shareholders.Musk's Antics. I borrowed the word antic from Al Jazeera's report headed \"Musk's antics turn Tesla owners, new buyers against it.\"Another antic was buying into solar panels. This is a U.S.-only market for Tesla. He got into solar by buying a troubled company founded by his cousins and on whose board he sat. That was paid for with Tesla shareholders' money and led to a failed lawsuit by them, according to this Business Insider report. Its policy has been to offer lowest price guarantees, which is suicidal in such a commodity product market sector and - to reduce costs in the U.S. further - President Biden has waived tariffs on solar panels imported from Cambodia, Malaysia, Thailand, and Vietnam. A CNET report also claims that \"Tesla is skimping on customer service.\"This activity will be a constant drain on Tesla profits until closed!Share sales. Musk's latest antic is to sell more Tesla shares purportedly to prepare any payment he may have to pay for his Twitter bid. One has to question why did he sell now if he has confidence the stock price will be higher when the outcome of that case against him is known?! This SA News report headed \"Elon Musk backtracks on stock pledge\" tells more, including \"he now owns just under 15% of Tesla.\" One day he may be a total high-price dropout!Musk's Aims. As a visionary, he has achieved near miracles to get Tesla where it is today. However, it will need another miracle in the near future if 20 million cars are to be made, and even aiming for them could put Tesla into reverse gear financially. At Tesla's recent Cyber Round Up in Austin, Texas, Musk said the company would \"end up building at least 10 or 12 Gigafactories.\" Those Gigafactories cost Gigabucks to build. They also require years to build, and he needs them soon if he is to make 20 million cars per year by2030. That means completion before the end of 2029 - just over 7 years away. None have been started, nor even have locations been announced!In the unlikely event Tesla achieved that number, it would require another miracle to sell that many cars, because gaining 16.4% of the entire world car market - including ICEs - is probably impossible for any car maker.GlobeNewswiremade the 2030 estimate of total car market size in 2030 of 122.83 million units that I used to calculate that market share percentage. It makes worthwhile reading.It also looks rather stupid ifS&P Global's estimate of 26.8 million EV sales by 2030 proves correct. That would mean Tesla has to achieve 75% EV market share!Toyota is the world's largest carmaker and manufactures around 10 million cars per year. It has around 10% of the world market. It makes ICEs, hybrids, plug-in hybrids, battery EVs, and hydrogen cars. Tesla only makes battery EVs.It therefore takes a bit of a stretch of the imagination to see Tesla selling 20 million cars per year by 2030... if it can make them!Problems - ExternalLithium supplies. The Financial Times recently published this article headed \"Electric-car makers warned lithium supply crunch is set to last until 2030.\"Political and economic. The new Inflation Reduction Act could have a perverse and unintended negative result for Tesla. The $7,500 electric vehicle tax credit will be renewed in January of 2023 and last until the end of 2032. A striking new requirement is that qualifying cars must be assembled in North America and that materials and critical minerals in the battery must come from the U.S. or a country with a free trade agreement with the U.S. That means some electric vehicles sold in the U.S. will be ineligible as soon as the bill takes effect. Chinese battery maker Contemporary Amperex Technology Co., Limited (\"CATL\"), who make some batteries for Tesla, has dropped plans to make them in the U.S.Political backlashes. Elon Musk has probably made some enemies at the political topin Californiadue to his personal move, and Tesla's HQ, from there to Texas. They may encourage a harsh judgement in DMV's autopilot case against Tesla that I mentioned above.Tesla may yet face other challenges due to his behavior in Germany. That country is full of bureaucracies, some of which wanted to prevent the car and battery factory near Berlin from being built in the first place. Also, local residents and environmentalists - including Green party politicians - did not want their environmentally and visually valuable forest torn down, as this report shows. Elon Musk apparently barged through those bureaucratic regulations and local and environmental objections and started building without proper approvals. The battery factory has still not been started. Their unanswered environmental problems remain. This CNBC article tells more.The UK is in or near recession, as are several EU continues. They include important German, UK, French, and Italian car makers, all of which have poured billions into making EVs.That brings me to another major problem for Tesla...Competition-Loss of a previously exclusive big Tesla buyer. EV subscription company Autonomy has placed an order for 23,000 EVs with 17 global automakers to expand and diversify its subscription fleet beyond just Tesla vehicles. Autonomy currently has 1,000 cars, all of which are Tesla models. The fleet order valued at $1.2B includes EVs from BMW (OTCPK:BMWYY), Canoo (GOEV), Fisker (FSR), Ford (F), General Motors (GM), Hyundai (OTCPK:HYMTF), Lucid Group (LCID), Mercedes-Benz (OTCPK:DDAIF), Polestar (PSNY), Rivian (RIVN), Stellantis (STLA), Subaru (OTCPK:FUJHY), Tesla (TSLA), Toyota Motor, VinFast, Volvo Car (OTCPK:VLVOF), and Volkswagen (OTCPK:VLKAF).-Others lead the autopilot race. Tesla's autopilot faces costly attacks and is anyway losing the race to others, as this chart showsinverse.comWaymo leads with Baidu not far behind...-Chinese tech giant, Baidu(BIDU) has securedthe first permits in China to offer commercial fully driverless robotaxi services to the public on open roads.Wei Dong, vice president and chief safety operation officer of Baidu's Intelligent Driving Group, said in a statement:\"We believe these permits are a key milestone on the path to the inflection point when the industry can finally roll out fully autonomous driving services at scale.\"Baidu will sell its technology to other car makers helping those leapfrog over Tesla.It will also make cars having unveiled the Apollo RT6 - photo above - an EV ready for production with aninitial starting price of $37,000. Jidu Auto, which is a joint venture between Baidu and Geely Automobile Holdings (OTCPK:GELYY) is looking at raising between $300M and $400M as it seeks to launch its first commercial vehicle in 2023.- Apple (AAPL) may have this fully autonomous EVon the road by 2025. Rumors suggest it will be made by Hyundai. If so, maybe their worldwide dealer network will sell and service it.Apple reportedly poacheda top executive from Italian luxury carmaker Lamborghini for its car project.- China's BYD (OTCPK:BYDDF,OTCPK:BYDDY) sold 641,350 EVs in the first six months of 2022, representing a 315% increase from the same period last year. Tesla, on the other hand, delivered a total of 564,743 vehicles in H1.- Century-old car makers are determined to be around for another century! Every major maker is spending billions on EVs. A JV between Stellantis (STLA) and Samsung (OTCPK:SSNLF) is building a $2.5 billion battery factory in Indiana. General Motors is spending $7bn to convert an existing factory to make EVs. That shows another advantage traditional car makers have overTesla.It costs less to convert an existing plant to make EVs than to build a new one from scratch, plus they have an established workforce and customer base.A report on SA tells us that GM's all-electric Hummer draws rave review from Barron's.Ford is spending $11 billion on plants in Tennessee and Kentucky, and plans to build 600,000 EVs by the end of next year.European companies are likewise spending huge sums at home and in the U.S. to build EVs and battery factories.Putting all those above points into one big picture and I conclude that...Tesla Is Beyond Its Sell-By DateI mentioned Elon Musk's sales above. He is not the only insider to have been selling; Robyn Denholm - Chairman of the Board - was a huge seller in May and June this year. From the Financial Times, the last time I could find news of insiders buying - including a tiny buy by Elon Musk - was in February 2020:Source: Financial TimesIf Insiders are big sellers - and none buy - why should outsiders do otherwise?!","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}