JSQ personal page - To The Moon

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2022-06-26

Yes, this is the way to invest. Buffett is a wise man. Invest in best companies and hold.

Warren Buffett's 4 Rules for Investing in a Bear Market

2023-08-26

Agree

VinFast Soars Another 40%, Making It Most Valuable EV Start-Up Ever

2023-01-28

Shoot to the moon

Tesla Has Become One of the Hottest Stock-Option Trades on Wall Street

2022-11-22

Thanks for sharing

Big Tech Stocks Dropped in Morning Trading

2022-06-24

Don't listen too much on M fool. Most of the recommendation stock is rubbish.

Sorry, the original content has been removed

2022-07-05

Investors no more confident on US market. Recession signals is everywhere

Dow Falls More Than 400 Points As Wall Street Grapples With Recession Fears

2022-05-22

Market will keep going bear guys. Mostly will recover by next year as there is on going war, high inflation and high interest rate.

2023-01-04

Will check it out

7 Sensational Stocks That Can Double Your Money in 2023

2022-11-29

Apple Rocks

Apple’s Stock Buyback Bonanza Helps to Buoy Shares in Market Slump

2022-06-23

Is to buy before the end of recession. Not to buy before recession. LOL

3 Growth Stocks to Buy Now Before the Recession Hits

2023-09-17

I view Grab as a better investment. Grab will definitely cut more incentive from drivers and food riders to narrow down break even or go for profit. Plus buying over Trans-Cab to get more market shares is a great move from Grab.

Better Growth Stock: Sea Limited vs. Grab Holdings

2022-08-23

Time to sell

3 Stocks to Avoid This Week

2022-08-22

I'm loving it

FAANG Stocks Are Hot Again: Which Do Analysts Favor Most?

2022-08-20

Ok will look into their finance first. Thanks

These 4 Singapore Stocks are Trading at a 52-Week Low: Are They a Buy?

2022-07-15

Current Apple is fairvalue

Is Apple Stock Now Overvalued Or Undervalued?

2022-06-23

I believe in long term investment. I believe Amazon

Amazon E-commerce: More Losses Ahead

2022-06-21

Right say. Buy it when you don't need to use the money for about 5years. Long term investment will get results

How to Buy the Dip: 3 Tips for Smart Investors

2023-05-09

Well said

ChatGPT Is Causing a Stock-Market Ruckus

2023-01-29

Elon musk = My God of Fortune

Tesla's Future As A Super Conglomerate?

2022-12-15

Still waiting to drop even more [Grin]

Cathie Wood's ARK Invest Buys Tesla Stock Amid Plunge, Musk Sells

Go to Tiger App to see more news

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to down even more.&nbsp; Will buy up if down below 100","listText":"Going to down even more.&nbsp; Will buy up if down below 100","text":"Going to down even more. Will buy up if down below 100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285590512406648","repostId":"2420146681","repostType":2,"repost":{"id":"2420146681","kind":"news","pubTimestamp":1710727555,"share":"https://ttm.financial/m/news/2420146681?lang=&edition=fundamental","pubTime":"2024-03-18 10:05","market":"us","language":"en","title":"Down 34% YTD, What's Next for Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2420146681","media":"Barchart","summary":"Down 34% YTD, What's Next for Tesla Stock?","content":"<html><head></head><body><p style=\"text-align: start;\">The electric vehicle (EV) industry is experiencing significant growing pains in 2024, and even previously undisputed market leader Tesla (TSLA) is feeling the sting. As concerns over lack of supply have shifted to concerns over flagging consumer demand, the ongoing EV price war has compressed margins industry-wide. Unable to keep up with the constant cash burn, some EV startups are even folding altogether.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c9e77d9780aa8b2c957dba2958c7c73\" tg-width=\"1192\" tg-height=\"610\"/></p><p style=\"text-align: start;\">As for Tesla specifically, investors and analysts alike were unimpressed by the company&#39;s forecast for slower volume growth this year, as well as the uncertain timeline for the new model launch that&#39;s expected to drive future upside. Plus, amid a slowdown in the Chinese economy, hometown rival BYD (BYDDY) is starting to eat Tesla&#39;s lunch on the mainland.</p><p>Add to that even more outspoken antics by CEO Elon Musk, alongside a suspected arson incident at Tesla&#39;s German plant last week - and the former “Magnificent 7” standout stock is now widely considered to be the outcast among Wall Street&#39;s mega-cap leaders.</p><p style=\"text-align: start;\">Here&#39;s a closer look at where TSLA stock stands now, and what analysts are saying about where it&#39;s headed next.</p><h3 id=\"id_2224267038\" style=\"text-align: start;\">Tesla Stock Sells Off</h3><p style=\"text-align: start;\">Tesla (TSLA) has experienced a significant decline in 2024, even as the broader market has continued to push higher. </p><p style=\"text-align: start;\">After more than doubling in value during 2023, TSLA has given up more than one-third of its value on a YTD basis, off 34.2% as of this writing. That&#39;s enough to make Tesla the worst-performing stock in the S&amp;P 500 Index ($SPX) for 2024 so far.</p><p style=\"text-align: start;\">Year-to-date, Tesla has shed roughly $269 billion in market cap - which is equal to roughly the entire market value of Netflix (NFLX), for perspective.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a99172deebc253c7ddc12f908b887f6f\" tg-width=\"1043\" tg-height=\"722\"/></p><p>That said, the stock now trades at a relative bargain, by some metrics. The shares are priced at 4.72 times forward earnings, which is a nearly 50% discount to the stock&#39;s historical valuations. However, it&#39;s still a hefty premium to rivals like Toyota Motor (TM), at 1.05x sales, that are expected to benefit from an increased trend toward hybrids over fully electric vehicles.</p><p style=\"text-align: start;\">In fact, many experts now debate whether Tesla&#39;s valuation should be reconsidered entirely, and its tech-style premiums readjusted to fall more in line with other auto stocks - particularly after Musk indicated earlier this year that progress on artificial intelligence (AI) and robotics at Tesla may hinge on the size of his voting stake.</p><p style=\"text-align: start;\">Already, analysts have been adjusting their ratings on TSLA - and some of the comments have been harsh.</p><h3 id=\"id_716642034\" style=\"text-align: start;\">What Do Analysts Expect for TSLA Stock?</h3><p style=\"text-align: start;\">Last week, Wells Fargo analyst Colin Langan downgraded Tesla stock from “equal weight” to “underweight,” and slashed the price target to $125 per share from $200. That target implies expected downside of 23.5% to Friday&#39;s close.</p><p style=\"text-align: start;\">In a note to clients, Langan cited “downside risk to volume as price cuts are having a diminishing impact,” and “headwinds from disappointing deliveries &amp; more price cuts, which likely drive negative EPS revisions” as catalysts behind the negative note.</p><p>That downgrade followed a fairly scathing note from Evercore analyst Chris McNally, who wrote Monday that “Tesla increasingly is a ‘2027 story,’” after a tour of the Gigafactory failed to inspire optimism over the automaker&#39;s progress on its cheaper, next-gen model. McNally rates TSLA a “hold.”</p><p style=\"text-align: start;\">Also in the bearish camp is Bernstein&#39;s Toni Sacconaghi, who just reiterated a “sell” rating with a price target of $150. It&#39;s worth highlighting here that the Bernstein expert was right on time to this TSLA story; back in December, Sacconaghi said a TSLA short was his best idea for 2024, and called for 40% downside over the next 12 months. From here, Tesla stock only needs to fall another 8.3% to live up to the analyst&#39;s low expectations.</p><p style=\"text-align: start;\">Despite these negative notes, some analysts still maintain a bullish outlook on Tesla. Dan Ives took up the bull case last week, with the Wedbush analyst arguing that the stock&#39;s sell-off seems overdone.</p><p style=\"text-align: start;\">“We believe the risk/reward is extremely compelling at these levels with the AI story and [full self-driving] making major strides at Tesla and in our opinion represents a valuation that could exceed $1 trillion as this next chapter of the Tesla growth story plays out in the field,” wrote Ives, who has an “Outperform” rating and $315 price target. That&#39;s a premium of 92.6% to Friday&#39;s close.</p><p style=\"text-align: start;\">The only analyst with a higher price target? That&#39;s Adam Jonas of Morgan Stanley, weighing in at $320. The analyst trimmed his forecast from $345 earlier this month, but still rates the stock “Overweight.&#34; Despite concerns about the EV business, Jonas wrote, “Our thesis on Tesla is that it is both an auto stock + an energy, AI/robotics company.”</p><p>The consensus among analysts reflects this ambivalence, with the consensus rating down to a “hold” right now from “moderate buy” two months ago. However, the mean price target of $214.31 indicates expected upside of about 31% from Friday&#39;s close.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/733090b97d98f2f000f178f25fc5b6c4\" tg-width=\"1039\" tg-height=\"929\"/></p><p>Priced at 37.58 times projected 2025 earnings and 3.92 times expected 2025 sales, Tesla may look appealing to some bargain-hunting investors right now. That said, the shares may be best reserved for investors who can tolerate a higher-than-usual level of volatility.</p></body></html>","source":"barchart_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 34% YTD, What's Next for Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 34% YTD, What's Next for Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-18 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nasdaq.com/articles/down-34-ytd-whats-next-for-tesla-stock><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The electric vehicle (EV) industry is experiencing significant growing pains in 2024, and even previously undisputed market leader Tesla (TSLA) is feeling the sting. As concerns over lack of supply ...</p>\n\n<a href=\"https://www.nasdaq.com/articles/down-34-ytd-whats-next-for-tesla-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4581":"高盛持仓","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4592":"伊斯兰概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4555":"新能源车","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4527":"明星科技股","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4588":"碎股","BK4550":"红杉资本持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC"},"source_url":"https://www.nasdaq.com/articles/down-34-ytd-whats-next-for-tesla-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420146681","content_text":"The electric vehicle (EV) industry is experiencing significant growing pains in 2024, and even previously undisputed market leader Tesla (TSLA) is feeling the sting. As concerns over lack of supply have shifted to concerns over flagging consumer demand, the ongoing EV price war has compressed margins industry-wide. Unable to keep up with the constant cash burn, some EV startups are even folding altogether.As for Tesla specifically, investors and analysts alike were unimpressed by the company's forecast for slower volume growth this year, as well as the uncertain timeline for the new model launch that's expected to drive future upside. Plus, amid a slowdown in the Chinese economy, hometown rival BYD (BYDDY) is starting to eat Tesla's lunch on the mainland.Add to that even more outspoken antics by CEO Elon Musk, alongside a suspected arson incident at Tesla's German plant last week - and the former “Magnificent 7” standout stock is now widely considered to be the outcast among Wall Street's mega-cap leaders.Here's a closer look at where TSLA stock stands now, and what analysts are saying about where it's headed next.Tesla Stock Sells OffTesla (TSLA) has experienced a significant decline in 2024, even as the broader market has continued to push higher. After more than doubling in value during 2023, TSLA has given up more than one-third of its value on a YTD basis, off 34.2% as of this writing. That's enough to make Tesla the worst-performing stock in the S&P 500 Index ($SPX) for 2024 so far.Year-to-date, Tesla has shed roughly $269 billion in market cap - which is equal to roughly the entire market value of Netflix (NFLX), for perspective.That said, the stock now trades at a relative bargain, by some metrics. The shares are priced at 4.72 times forward earnings, which is a nearly 50% discount to the stock's historical valuations. However, it's still a hefty premium to rivals like Toyota Motor (TM), at 1.05x sales, that are expected to benefit from an increased trend toward hybrids over fully electric vehicles.In fact, many experts now debate whether Tesla's valuation should be reconsidered entirely, and its tech-style premiums readjusted to fall more in line with other auto stocks - particularly after Musk indicated earlier this year that progress on artificial intelligence (AI) and robotics at Tesla may hinge on the size of his voting stake.Already, analysts have been adjusting their ratings on TSLA - and some of the comments have been harsh.What Do Analysts Expect for TSLA Stock?Last week, Wells Fargo analyst Colin Langan downgraded Tesla stock from “equal weight” to “underweight,” and slashed the price target to $125 per share from $200. That target implies expected downside of 23.5% to Friday's close.In a note to clients, Langan cited “downside risk to volume as price cuts are having a diminishing impact,” and “headwinds from disappointing deliveries & more price cuts, which likely drive negative EPS revisions” as catalysts behind the negative note.That downgrade followed a fairly scathing note from Evercore analyst Chris McNally, who wrote Monday that “Tesla increasingly is a ‘2027 story,’” after a tour of the Gigafactory failed to inspire optimism over the automaker's progress on its cheaper, next-gen model. McNally rates TSLA a “hold.”Also in the bearish camp is Bernstein's Toni Sacconaghi, who just reiterated a “sell” rating with a price target of $150. It's worth highlighting here that the Bernstein expert was right on time to this TSLA story; back in December, Sacconaghi said a TSLA short was his best idea for 2024, and called for 40% downside over the next 12 months. From here, Tesla stock only needs to fall another 8.3% to live up to the analyst's low expectations.Despite these negative notes, some analysts still maintain a bullish outlook on Tesla. Dan Ives took up the bull case last week, with the Wedbush analyst arguing that the stock's sell-off seems overdone.“We believe the risk/reward is extremely compelling at these levels with the AI story and [full self-driving] making major strides at Tesla and in our opinion represents a valuation that could exceed $1 trillion as this next chapter of the Tesla growth story plays out in the field,” wrote Ives, who has an “Outperform” rating and $315 price target. That's a premium of 92.6% to Friday's close.The only analyst with a higher price target? That's Adam Jonas of Morgan Stanley, weighing in at $320. The analyst trimmed his forecast from $345 earlier this month, but still rates the stock “Overweight.\" Despite concerns about the EV business, Jonas wrote, “Our thesis on Tesla is that it is both an auto stock + an energy, AI/robotics company.”The consensus among analysts reflects this ambivalence, with the consensus rating down to a “hold” right now from “moderate buy” two months ago. However, the mean price target of $214.31 indicates expected upside of about 31% from Friday's close.Priced at 37.58 times projected 2025 earnings and 3.92 times expected 2025 sales, Tesla may look appealing to some bargain-hunting investors right now. That said, the shares may be best reserved for investors who can tolerate a higher-than-usual level of volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276670337175840,"gmtCreate":1708576821796,"gmtModify":1708576825784,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276670337175840","repostId":"2413286559","repostType":2,"repost":{"id":"2413286559","kind":"highlight","pubTimestamp":1708574400,"share":"https://ttm.financial/m/news/2413286559?lang=&edition=fundamental","pubTime":"2024-02-22 12:00","market":"us","language":"en","title":"Nvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2413286559","media":"Seeking Alpha","summary":"After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand for its AI GPU chips, Nvidia's Data Center business quintupled y/y to $18.4B!Further, management issued strong guidance for Q1 FY2025.During Q4, Nvidia's non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.While Nvidia's business is going from streng","content":"<html><head></head><body><ul style=\"\"><li><p>After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week&#39;s pre-ER losses.</p></li><li><p>Powered by insatiable demand for its AI GPU chips, Nvidia&#39;s Data Center business quintupled y/y to $18.4B! Further, management issued strong guidance for Q1 FY2025.</p></li><li><p>During Q4, Nvidia&#39;s non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.</p></li><li><p>While Nvidia&#39;s business is going from strength to strength in the era of AI, the stock has experienced a vertical move-up in recent weeks.</p></li><li><p>With Nvidia Corporation shares sitting at $736 in after-hours, is it a buy, sell, or hold? Read on to find out!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c6bf32b2eb3fc7f9938bea898d0f58\" alt=\"Bloomberg/Bloomberg via Getty Images\" title=\"Bloomberg/Bloomberg via Getty Images\" tg-width=\"594\" tg-height=\"396\"/><span>Bloomberg/Bloomberg via Getty Images</span></p><h2 id=\"id_3796557788\">Brief Review Of Nvidia&#39;s Q4 2023 Report</h2><p>Going into its Q3 FY2024 earnings report, <strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) was projected to deliver revenues and Normalized EPS of $20.55B [up +239% y/y, estimate range: $19.96B to $23.11B] and $464 [up +427% y/y, estimate range: $4.33 to $5.44], respectively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bf863da3d94fd01582724c2bf7a8c74\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"217\"/><span>Seeking Alpha</span></p><p>For Q4 FY2024, Nvidia soared beyond top and bottom lines expectations, with revenues and non-GAAP EPS coming in at $22.1B [up +265% y/y] (vs. est. $20.6B) and $5.16 [up +486% y/y] (vs. est. $4.64), respectively. As with previous quarters, the top line outperformance at Nvidia was driven primarily by its Data Center segment, which is currently experiencing insatiable generative AI-induced demand for NVDA&#39;s AI GPU chips:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfa18c4e5f092fb2b2fc4d213f457bc5\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"654\"/><span>Nvidia Investor Relations</span></p><p>In Q4 FY2024, Nvidia&#39;s Data Center revenue reached yet another record high - growing to $18.4B (+409% y/y and +27% q/q) [vs. est. of $17B] as large cloud infrastructure providers (primary customers), tech startups, and enterprise customers race to implement generative AI and large language models [LLMs] across their businesses, causing sort of a gold rush for NVDA&#39;s AI GPUs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62d24a82e1390d2380c3058e52131060\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"510\"/><span>Nvidia Investor Relations</span></p><p>Here&#39;s what Jensen Huang, Nvidia&#39;s CEO, had to say in the Q4 &#39;23 release:</p><blockquote><p><em>Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.. Our Data Center platform is powered by increasingly diverse drivers — demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies. Vertical industries — led by auto, financial services and healthcare — are now at a multibillion-dollar level.</em></p><p><em>NVIDIA RTX, introduced less than six years ago, is now a massive PC platform for generative AI, enjoyed by 100 million gamers and creators. The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward. Come join us at next month’s GTC, where we and our rich ecosystem will reveal the exciting future ahead</em></p></blockquote><p>With cloud hyperscalers - Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL) - guiding for an acceleration in AI Capex spending in their quarterly reports last month, I don&#39;t think Nvidia&#39;s strong performance in data center is all that surprising.</p><p>With $18.4B of its $22.1B quarterly revenue coming from the data center business, Nvidia is primarily a data-centric business. In my view, Gaming, Professional Visualization and Auto segments are no longer needle movers. That said, I am happy to see strong growth with these segments, too.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bb054f79be3418cd00b3543f2361185\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"293\"/><span>Nvidia Investor Relations</span></p><p>In Q4, Nvidia&#39;s Professional Visualization and Auto business segments showed positive sequential q/q growth, and while Gaming revenues were flat q/q, they were up +56% y/y. From a growth standpoint, Nvidia is firing on all cylinders!</p><p>On the margin front, Nvidia&#39;s non-GAAP gross margin expanded to 76.7%, up 200 bps over Q3 FY2024 and up 1,270 bps over Q4 FY2023. With its vast first-mover advantage in AI, Nvidia&#39;s hardware + CUDA software ecosystem is enabling tremendous pricing power. This is, in effect, driving a massive AI windfall with the ongoing margin expansion powering Nvidia&#39;s quarterly free cash flow generation higher in combination with explosive top line growth.</p><p>In Q4 FY2024, Nvidia&#39;s quarterly free cash flow jumped to +$11.2B in Q4 2023 (up from $1.7B a year ago). Despite Nvidia returning $2.8B to shareholders via buybacks ($2.7B) and dividends ($99M) during Q4, the semiconductor giant&#39;s fortress-like balance sheet keeps getting stronger, with cash and short-term investments position rising to $26B.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e3ba71907527b76c3355a12b8606d2e\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"511\"/><span>Nvidia Investor Relations</span></p><p>While Nvidia&#39;s balance sheet is robust, I would personally like NVDA to raise some capital at current valuation to bolster its cash position and bring it in line with a level that resembles other $1.8T companies. The semiconductor industry is cyclical by nature, and I want Nvidia to have a massive cash hoard that can allow the company to keep growing through an industry downturn.</p><p>For Q1 FY2025, Nvidia&#39;s management is guiding for revenues of $24B (vs. street estimates of $22B), which means the astronomical growth will continue next quarter. That said, Nvidia margin expansion is set for a slowdown, with non-GAAP operating margins for Q1 projected to rise to 77% (+30 bps q/q).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4f64db33b95e873e4f4b8829425180f\" alt=\"Nvidia Investor Relations\" title=\"Nvidia Investor Relations\" tg-width=\"640\" tg-height=\"242\"/><span>Nvidia Investor Relations</span></p><p>Despite a significant decline in data center revenues from China, demand in other geographies more than made up for the loss of revenue in Q4. The guidance for Q1 FY2025 indicates that this will be the case in the near term. That said, doubts about the sustainability of this AI chip demand spike (and subsequent supply crunch) are likely to persist in the upcoming weeks, months, and quarters.</p><p>At the World Government Summit in Dubai, Jensen Huang recently upped his data center opportunity from $1T to $2T:</p><blockquote><p><em>There&#39;s about $1T worth of installed base of data centers around the world. And over the course of the next four or five years, we&#39;ll have $2T worth of data centers that will be powering software around the world, and all of it&#39;s going to be accelerated.</em></p></blockquote><p>In my view, the long-term opportunity for Nvidia is massive [TAM: &gt;$300B]. Given CUDA&#39;s dominance, Nvidia is likely to keep enjoying the lion&#39;s share of the data center market for years to come. According to consensus street estimates, Nvidia is projected to grow sales at a 21% CAGR from 2023-28.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c78c605a6652b72eac7558c1e7da3f79\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"253\"/><span>Seeking Alpha</span></p><p>With nearly all of its major customers (cloud hyper scalers, i.e., Microsoft, Amazon, and Google) developing in-house custom AI chips, doubts regarding the sustainability of Nvidia growth and margins are likely to linger on for a while to come. Today, Nvidia is miles ahead of the competition and the only obviously clear beneficiary of the breakthroughs in generative AI. While revenue growth visibility is still low, I am upgrading the revenue base in my model to $100B (FY2025E) and assuming above consensus top-line growth of 20% CAGR from 2024-2029. Let&#39;s see if NVDA stock is a buy, sell, or hold at $721 per share (+7% in after-hours):</p><h2 id=\"id_587030274\">Nvidia&#39;s Fair Value And Expected Returns</h2><p>In light of yet another blowout quarter and positive management commentary for FY2025, I think Nvidia Corporation could now clock $100B (up from $80-90B est.) in revenue over the next twelve months. Given the seismic jump in near-term sales growth, we will be building the model based on a forward revenue estimate and then discounting the fair value output from the model to get a current fair value estimate. Unlike crypto, I believe AI is the real deal, which is why I think a 20-30% CAGR growth for Nvidia (beyond 2024) is plausible (aggressive but certainly plausible).</p><p>Given Nvidia&#39;s incredible pricing power and looming shift to a high-margin software business, I believe that steady-state free cash flow (&#34;FCF&#34;) margins for NVDA could be as high as 40-50%. All other assumptions are relatively straightforward. Please let me know if you have any questions via the comments section.</p><p><strong>Here&#39;s my updated valuation model for Nvidia:</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b183591ca0c1f2075b2e082373c32257\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"575\"/><span>TQI Valuation Model (TQIG.org)</span></p><p>Applying a 15% discount to this 2025 fair value estimate, we get a current fair value estimate of ~$522.5 per share for NVDA stock. With Nvidia stock trading at ~$721 per share (at the time of writing), I think NVDA&#39;s stock price is well ahead of its skis at this moment in time.</p><p>Last quarter, my fair value estimate was at $444 at a time when the stock was at $495, and we did start a small tracker position in TQI&#39;s GARP portfolio. However, the stock has virtually gone up vertically in the last three months, and I don&#39;t see a margin of safety for Nvidia Corporation here due to somewhat generous assumptions for long-term margins and sales growth.</p><p>Assuming a base case exit multiple of 25x P/FCF, I can see Nvidia rising to $1,326 per share by 2029. This price target translates to a 6-year expected CAGR return of 10.68% from current levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a122caf3a082986b897a878a006b26c5\" alt=\"TQI Valuation Model (TQIG.org)\" title=\"TQI Valuation Model (TQIG.org)\" tg-width=\"640\" tg-height=\"321\"/><span>TQI Valuation Model (TQIG.org)</span></p><p>Despite using generous assumptions for future growth and margins, NVDA&#39;s expected CAGR returns fall short of my investment hurdle rate of 15%. Hence, I am still not a buyer here. Now, if you&#39;re willing to accept lower returns for owning a high-quality company like Nvidia, be my guest and buy here.</p><p><strong>Please note:</strong> Nvidia is clearly winning big in the era of Gen AI; however, this initial-stage demand growth jump could yet prove to be temporary in nature. Yes, Nvidia is trading at just ~30-35x forward P/E, but margins could be peaking here, too (at least for the short term). With all of its major customers building AI chips in-house (potential risk to revenues and margins), I see a genuine lack of a margin of safety here.</p><h2 id=\"id_1105598722\">Concluding Thoughts: Is NVDA Stock A Buy, Sell, Or Hold After Q2 Earnings?</h2><p>From a fundamental standpoint, Nvidia&#39;s business is firing on all cylinders, with astronomical growth stemming from GenAI-induced demand for its AI GPUs. In my view, Nvidia Corporation remains the most obvious &#34;picks and shovels&#34; play in the AI gold rush. That said, a lot of future success is already baked into Nvidia&#39;s current stock price, and the long-term risk/reward doesn&#39;t justify allocation of fresh capital right now.</p><p>Technically, Nvidia&#39;s stock is firmly in the overbought territory (RSI &gt;70). While I understand that stocks can stay overbought for long periods of time, and that momentum can carry NVDA to unimaginable levels, the divergence between price and momentum indicators (RSI and MACD) is concerning.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5f806f70925bf897f45e2a045ea9061\" tg-width=\"640\" tg-height=\"534\"/></p><p>Given Nvidia&#39;s robust financial performance and management&#39;s optimistic outlook, I don&#39;t think investors (institutional or retail) are going to be in any hurry to race toward the exit doors here. However, vertical moves like the one we see in NVDA tend to get retraced, but only time will reveal the truth here.</p><p>Now, I have sounded like a broken record, but I have to say this again -</p><blockquote><p><em>Nvidia Corporation is a great company with market-leading products and arguably the best CEO in the semiconductor industry. However, the price we&#39;re being asked to pay for Nvidia is too steep, in my opinion. In a zero-interest rate world, investors can afford to be valuation agnostic; however, we are no longer operating in such an environment, with the FED still pulling liquidity out of financial markets and a bank credit tightening cycle in effect after multiple bank failures.</em></p><p><em>Despite running the risk of missing out on further gains in NVDA stock, I choose to remain on the sidelines here. FYI, I have been wrong about NVDA stock in the past, and I could be wrong again. While Nvidia is performing exceptionally right now, the current price tag leaves little to no margin of safety for a long-term investor.</em></p><p>Source: &#34;Nvidia Q3 Review: I Was Wrong, But I&#39;m Staying On The Sidelines.&#34;</p></blockquote><p>With persistent doubts over sustainability of Nvidia&#39;s revenue growth and margins (pricing power) heading into a potential economic downturn (hard landing), I cannot justify allocating capital to Nvidia here. Due to unfavorable risk/reward and sheer lack of a margin of safety, I am going to stick to the sidelines on Nvidia Corporation stock so close to its all-time highs.</p><p><strong>Key Takeaway:</strong> I continue to rate Nvidia Corporation stock &#34;Neutral/Hold&#34; at $721 per share.</p><p>Thanks for reading, and happy investing! Please share your thoughts, questions, or concerns in the comments section below.</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's Q4 Report Is A Blowout: Buy, Sell, Or Hold?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Q4 Report Is A Blowout: Buy, Sell, Or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand ...</p>\n\n<a href=\"https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0171293334.USD":"贝莱德英国基金A2","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","NVDA":"英伟达","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4576":"AR","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0557290698.USD":"施罗德环球可持续增长基金","BK4587":"ChatGPT概念","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4577":"网络游戏","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4122":"互联网与直销零售","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H"},"source_url":"https://seekingalpha.com/article/4672165-nvidia-q4-report-is-a-blowout-buy-sell-or-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2413286559","content_text":"After reporting a blowout quarter, Nvidia Corporation stock is popping higher toward its all-time highs in the after-hours session - reversing this week's pre-ER losses.Powered by insatiable demand for its AI GPU chips, Nvidia's Data Center business quintupled y/y to $18.4B! Further, management issued strong guidance for Q1 FY2025.During Q4, Nvidia's non-GAAP gross margin expanded by 200 bps, and its quarterly free cash flow jumped to $11.2B in Q4 2023.While Nvidia's business is going from strength to strength in the era of AI, the stock has experienced a vertical move-up in recent weeks.With Nvidia Corporation shares sitting at $736 in after-hours, is it a buy, sell, or hold? Read on to find out!Bloomberg/Bloomberg via Getty ImagesBrief Review Of Nvidia's Q4 2023 ReportGoing into its Q3 FY2024 earnings report, NVIDIA Corporation (NASDAQ:NVDA) was projected to deliver revenues and Normalized EPS of $20.55B [up +239% y/y, estimate range: $19.96B to $23.11B] and $464 [up +427% y/y, estimate range: $4.33 to $5.44], respectively.Seeking AlphaFor Q4 FY2024, Nvidia soared beyond top and bottom lines expectations, with revenues and non-GAAP EPS coming in at $22.1B [up +265% y/y] (vs. est. $20.6B) and $5.16 [up +486% y/y] (vs. est. $4.64), respectively. As with previous quarters, the top line outperformance at Nvidia was driven primarily by its Data Center segment, which is currently experiencing insatiable generative AI-induced demand for NVDA's AI GPU chips:Nvidia Investor RelationsIn Q4 FY2024, Nvidia's Data Center revenue reached yet another record high - growing to $18.4B (+409% y/y and +27% q/q) [vs. est. of $17B] as large cloud infrastructure providers (primary customers), tech startups, and enterprise customers race to implement generative AI and large language models [LLMs] across their businesses, causing sort of a gold rush for NVDA's AI GPUs.Nvidia Investor RelationsHere's what Jensen Huang, Nvidia's CEO, had to say in the Q4 '23 release:Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.. Our Data Center platform is powered by increasingly diverse drivers — demand for data processing, training and inference from large cloud-service providers and GPU-specialized ones, as well as from enterprise software and consumer internet companies. Vertical industries — led by auto, financial services and healthcare — are now at a multibillion-dollar level.NVIDIA RTX, introduced less than six years ago, is now a massive PC platform for generative AI, enjoyed by 100 million gamers and creators. The year ahead will bring major new product cycles with exceptional innovations to help propel our industry forward. Come join us at next month’s GTC, where we and our rich ecosystem will reveal the exciting future aheadWith cloud hyperscalers - Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL) - guiding for an acceleration in AI Capex spending in their quarterly reports last month, I don't think Nvidia's strong performance in data center is all that surprising.With $18.4B of its $22.1B quarterly revenue coming from the data center business, Nvidia is primarily a data-centric business. In my view, Gaming, Professional Visualization and Auto segments are no longer needle movers. That said, I am happy to see strong growth with these segments, too.Nvidia Investor RelationsIn Q4, Nvidia's Professional Visualization and Auto business segments showed positive sequential q/q growth, and while Gaming revenues were flat q/q, they were up +56% y/y. From a growth standpoint, Nvidia is firing on all cylinders!On the margin front, Nvidia's non-GAAP gross margin expanded to 76.7%, up 200 bps over Q3 FY2024 and up 1,270 bps over Q4 FY2023. With its vast first-mover advantage in AI, Nvidia's hardware + CUDA software ecosystem is enabling tremendous pricing power. This is, in effect, driving a massive AI windfall with the ongoing margin expansion powering Nvidia's quarterly free cash flow generation higher in combination with explosive top line growth.In Q4 FY2024, Nvidia's quarterly free cash flow jumped to +$11.2B in Q4 2023 (up from $1.7B a year ago). Despite Nvidia returning $2.8B to shareholders via buybacks ($2.7B) and dividends ($99M) during Q4, the semiconductor giant's fortress-like balance sheet keeps getting stronger, with cash and short-term investments position rising to $26B.Nvidia Investor RelationsWhile Nvidia's balance sheet is robust, I would personally like NVDA to raise some capital at current valuation to bolster its cash position and bring it in line with a level that resembles other $1.8T companies. The semiconductor industry is cyclical by nature, and I want Nvidia to have a massive cash hoard that can allow the company to keep growing through an industry downturn.For Q1 FY2025, Nvidia's management is guiding for revenues of $24B (vs. street estimates of $22B), which means the astronomical growth will continue next quarter. That said, Nvidia margin expansion is set for a slowdown, with non-GAAP operating margins for Q1 projected to rise to 77% (+30 bps q/q).Nvidia Investor RelationsDespite a significant decline in data center revenues from China, demand in other geographies more than made up for the loss of revenue in Q4. The guidance for Q1 FY2025 indicates that this will be the case in the near term. That said, doubts about the sustainability of this AI chip demand spike (and subsequent supply crunch) are likely to persist in the upcoming weeks, months, and quarters.At the World Government Summit in Dubai, Jensen Huang recently upped his data center opportunity from $1T to $2T:There's about $1T worth of installed base of data centers around the world. And over the course of the next four or five years, we'll have $2T worth of data centers that will be powering software around the world, and all of it's going to be accelerated.In my view, the long-term opportunity for Nvidia is massive [TAM: >$300B]. Given CUDA's dominance, Nvidia is likely to keep enjoying the lion's share of the data center market for years to come. According to consensus street estimates, Nvidia is projected to grow sales at a 21% CAGR from 2023-28.Seeking AlphaWith nearly all of its major customers (cloud hyper scalers, i.e., Microsoft, Amazon, and Google) developing in-house custom AI chips, doubts regarding the sustainability of Nvidia growth and margins are likely to linger on for a while to come. Today, Nvidia is miles ahead of the competition and the only obviously clear beneficiary of the breakthroughs in generative AI. While revenue growth visibility is still low, I am upgrading the revenue base in my model to $100B (FY2025E) and assuming above consensus top-line growth of 20% CAGR from 2024-2029. Let's see if NVDA stock is a buy, sell, or hold at $721 per share (+7% in after-hours):Nvidia's Fair Value And Expected ReturnsIn light of yet another blowout quarter and positive management commentary for FY2025, I think Nvidia Corporation could now clock $100B (up from $80-90B est.) in revenue over the next twelve months. Given the seismic jump in near-term sales growth, we will be building the model based on a forward revenue estimate and then discounting the fair value output from the model to get a current fair value estimate. Unlike crypto, I believe AI is the real deal, which is why I think a 20-30% CAGR growth for Nvidia (beyond 2024) is plausible (aggressive but certainly plausible).Given Nvidia's incredible pricing power and looming shift to a high-margin software business, I believe that steady-state free cash flow (\"FCF\") margins for NVDA could be as high as 40-50%. All other assumptions are relatively straightforward. Please let me know if you have any questions via the comments section.Here's my updated valuation model for Nvidia:TQI Valuation Model (TQIG.org)Applying a 15% discount to this 2025 fair value estimate, we get a current fair value estimate of ~$522.5 per share for NVDA stock. With Nvidia stock trading at ~$721 per share (at the time of writing), I think NVDA's stock price is well ahead of its skis at this moment in time.Last quarter, my fair value estimate was at $444 at a time when the stock was at $495, and we did start a small tracker position in TQI's GARP portfolio. However, the stock has virtually gone up vertically in the last three months, and I don't see a margin of safety for Nvidia Corporation here due to somewhat generous assumptions for long-term margins and sales growth.Assuming a base case exit multiple of 25x P/FCF, I can see Nvidia rising to $1,326 per share by 2029. This price target translates to a 6-year expected CAGR return of 10.68% from current levels.TQI Valuation Model (TQIG.org)Despite using generous assumptions for future growth and margins, NVDA's expected CAGR returns fall short of my investment hurdle rate of 15%. Hence, I am still not a buyer here. Now, if you're willing to accept lower returns for owning a high-quality company like Nvidia, be my guest and buy here.Please note: Nvidia is clearly winning big in the era of Gen AI; however, this initial-stage demand growth jump could yet prove to be temporary in nature. Yes, Nvidia is trading at just ~30-35x forward P/E, but margins could be peaking here, too (at least for the short term). With all of its major customers building AI chips in-house (potential risk to revenues and margins), I see a genuine lack of a margin of safety here.Concluding Thoughts: Is NVDA Stock A Buy, Sell, Or Hold After Q2 Earnings?From a fundamental standpoint, Nvidia's business is firing on all cylinders, with astronomical growth stemming from GenAI-induced demand for its AI GPUs. In my view, Nvidia Corporation remains the most obvious \"picks and shovels\" play in the AI gold rush. That said, a lot of future success is already baked into Nvidia's current stock price, and the long-term risk/reward doesn't justify allocation of fresh capital right now.Technically, Nvidia's stock is firmly in the overbought territory (RSI >70). While I understand that stocks can stay overbought for long periods of time, and that momentum can carry NVDA to unimaginable levels, the divergence between price and momentum indicators (RSI and MACD) is concerning.Given Nvidia's robust financial performance and management's optimistic outlook, I don't think investors (institutional or retail) are going to be in any hurry to race toward the exit doors here. However, vertical moves like the one we see in NVDA tend to get retraced, but only time will reveal the truth here.Now, I have sounded like a broken record, but I have to say this again -Nvidia Corporation is a great company with market-leading products and arguably the best CEO in the semiconductor industry. However, the price we're being asked to pay for Nvidia is too steep, in my opinion. In a zero-interest rate world, investors can afford to be valuation agnostic; however, we are no longer operating in such an environment, with the FED still pulling liquidity out of financial markets and a bank credit tightening cycle in effect after multiple bank failures.Despite running the risk of missing out on further gains in NVDA stock, I choose to remain on the sidelines here. FYI, I have been wrong about NVDA stock in the past, and I could be wrong again. While Nvidia is performing exceptionally right now, the current price tag leaves little to no margin of safety for a long-term investor.Source: \"Nvidia Q3 Review: I Was Wrong, But I'm Staying On The Sidelines.\"With persistent doubts over sustainability of Nvidia's revenue growth and margins (pricing power) heading into a potential economic downturn (hard landing), I cannot justify allocating capital to Nvidia here. Due to unfavorable risk/reward and sheer lack of a margin of safety, I am going to stick to the sidelines on Nvidia Corporation stock so close to its all-time highs.Key Takeaway: I continue to rate Nvidia Corporation stock \"Neutral/Hold\" at $721 per share.Thanks for reading, and happy investing! Please share your thoughts, questions, or concerns in the comments section below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244515764015216,"gmtCreate":1700720256922,"gmtModify":1700720262284,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Totally agree 💯 Sell before it sink. I do use shopee and played their game free fire. First shopee is losing out alot of users as competitor Lazada is doing way much better on promotion.&nbsp; Free fire is boring now. I can guarantee&nbsp; that many quit playing it.&nbsp;If no new game coming from Sea, I can see the ship is sinking.","listText":"Totally agree 💯 Sell before it sink. I do use shopee and played their game free fire. First shopee is losing out alot of users as competitor Lazada is doing way much better on promotion.&nbsp; Free fire is boring now. I can guarantee&nbsp; that many quit playing it.&nbsp;If no new game coming from Sea, I can see the ship is sinking.","text":"Totally agree 💯 Sell before it sink. I do use shopee and played their game free fire. First shopee is losing out alot of users as competitor Lazada is doing way much better on promotion. Free fire is boring now. I can guarantee that many quit playing it. If no new game coming from Sea, I can see the ship is sinking.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244515764015216","repostId":"2385662885","repostType":2,"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241549280993544,"gmtCreate":1700000400923,"gmtModify":1700000405279,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v> E-com is very highly competitive. I don't see Sea doing very well as competitor Lazada is giving lots of promotion. Same item Lazada can get much way cheaper then Shoppee. 11.11 sale if anyone compared both of apps, shoppee fail to impress buyers. I would see Sea will having a very very tough time.","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v> E-com is very highly competitive. I don't see Sea doing very well as competitor Lazada is giving lots of promotion. Same item Lazada can get much way cheaper then Shoppee. 11.11 sale if anyone compared both of apps, shoppee fail to impress buyers. I would see Sea will having a very very tough time.","text":"$Sea Ltd(SE)$ E-com is very highly competitive. I don't see Sea doing very well as competitor Lazada is giving lots of promotion. Same item Lazada can get much way cheaper then Shoppee. 11.11 sale if anyone compared both of apps, shoppee fail to impress buyers. I would see Sea will having a very very tough time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/241549280993544","isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087724962016220","authorId":"4087724962016220","name":"Hangen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4087724962016220","authorIdStr":"4087724962016220"},"content":"agreed... stop doing advertisment and focus on giving discounts. it helps to boast up sale.","text":"agreed... stop doing advertisment and focus on giving discounts. it helps to boast up sale.","html":"agreed... stop doing advertisment and focus on giving discounts. it helps to boast up sale."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236711229075592,"gmtCreate":1698826381153,"gmtModify":1698826385504,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"EV is for long term and is going to take over ICE&nbsp;","listText":"EV is for long term and is going to take over ICE&nbsp;","text":"EV is for long term and is going to take over ICE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236711229075592","repostId":"2379544447","repostType":2,"repost":{"id":"2379544447","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1698815772,"share":"https://ttm.financial/m/news/2379544447?lang=&edition=fundamental","pubTime":"2023-11-01 13:16","market":"us","language":"en","title":"EVs Were Supposed to Be the Answer. Now They're the Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2379544447","media":"Dow Jones","summary":"Electric vehicles were supposed to be the answer. Now they are the problem. Investors are reeling, wondering if there is a growth problem for the disruptive tech that auto makers worldwide have embraced.There are a few key issues to consider. None of them are existential for EVs, but they do mean that all car makers -- even Tesla  -- need to work harder in years to come.The EV problem really came home to roost on Monday. EV-related shares, including those of EV leader Tesla, tanked while the S&P 500 and Nasdaq Composite both rallied 1.2%. And shares of Chinese EV leader BYD  fell 3.6% in overseas trading on Tuesday.Strong growth might not be over, but demand is only one side of the economic equation. Supply matters, too. Sales growth rates are decelerating while the number of EVs on the market is accelerating. In the U.S., more than 35 EV models sold","content":"<html><head></head><body><p>Electric vehicles were supposed to be the answer. Now they are the problem. Investors are reeling, wondering if there is a growth problem for the disruptive tech that auto makers worldwide have embraced.</p><p>There are a few key issues to consider. None of them are existential for EVs, but they do mean that all car makers -- even Tesla (ticker: TSLA) -- need to work harder in years to come.</p><p>Bad news has been chipping away at investor confidence for a while and a couple of things came Monday that were the proverbial straws breaking e the camel&#39;s back. ON Semiconductor <a href=\"https://laohu8.com/S/ON\">$(ON)$</a>, which makes chips that go into cars (more chips going into EVs than traditional cars) provided weak fourth-quarter sales guidance while battery maker Panasonic (6752.Japan) cut its fiscal year 2024 sales outlook.</p><p>That followed downbeat updates from this past week from Mercedes-Benz (MBG.Germany) and Volkswagen (VOW.Germany) about slowing EV sales and decisions from Ford Motor <a href=\"https://laohu8.com/S/F\">$(F)$</a> and General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> to slow their EV-related spending due to weakening demand.</p><p>Tesla played its part in the current debacle too. Its third-quarter earnings missed Wall Street estimates and CEO Elon Musk sounded downbeat about growth rates amid rising interest rates and declining vehicle affordability on the company&#39;s conference call.</p><p>It&#39;s a lot. Still, things don&#39;t seem all bad. Stellantis <a href=\"https://laohu8.com/S/STLA\">$(STLA)$</a>, on Tuesday, reported a 37% year-over-year jump in EV sales in the third quarter and reiterated its goal to have 40% of its sales globally come from all battery electric vehicles.</p><p>BEV sales in the U.S. and Europe are up about 50% year to date, and sales in China are up about 20%. BEV sales account for roughly one-quarter of all car sales in China. The penetration numbers in Europe and the U.S. are about 14% and 8%, respectively.</p><p>That doesn&#39;t seem so bad, but the stock market is forward-looking. New Street Research analyst Pierre Ferragu wrote Monday that a correction is coming and is &#34;likely to hit hard.&#34;</p><p>The Federal Reserve is partly to blame for the correction, says Wedbush analyst Dan Ives. High interest rates are hurting vehicle affordability, and EVs are still more expensive to purchase up front than traditional cars.</p><p>&#34;This is an air pocket after years of white-hot demand...it&#39;s not the end of the growth cycle for Tesla and other EV makers,&#34; added Ives. &#34;This is a transition phase to the next stage of growth.&#34;</p><p>Strong growth might not be over, but demand is only one side of the economic equation. Supply matters, too. Sales growth rates are decelerating while the number of EVs on the market is accelerating. In the U.S., more than 35 EV models sold more than 1,000 units in the third quarter. That&#39;s up from just over 20 a year ago and less than 15 in the third quarter of 2021.</p><p>High supply combined with staleness isn&#39;t a good thing for any industry. &#34;We&#39;ve had the same EVs for some time,&#34; says RBC analyst Tom Narayan. The Chevy Bolt and Tesla Model 3, two of the bestsellers in the U.S., have been around since 2016 and 2017, respectively. &#34;There need to be some newer models that are compelling, pricing needs to come down,&#34; added the analyst.</p><p>He expects that battery costs will fall as U.S. battery-production ramps up. What&#39;s more, the $7,500 EV tax credit will be granted immediately at the dealership in 2024. That&#39;s an instant benefit to buyers who today have to wait to file a tax return to get the money back.</p><p>Still, selling EVs just isn&#39;t as easy as it was. &#34;We&#39;re in main street people now...early adopters are gone,&#34; adds Narayan. That means more work for car companies educating buyers about charging infrastructure, and total cost of ownership.</p><p>Narayan doesn&#39;t expect EVs to die off as a fad. They&#39;re faster, quieter, and cheaper to operate, and, eventually, cheaper to buy, all compelling attributes to him. &#34;The EV versus [internal combustion engine] is like comparing a car to a horse.&#34; He rates Tesla and GM stock at Buy with respective price targets of $301 and $48.</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>EVs Were Supposed to Be the Answer. Now They're the Problem</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\">\nEVs Were Supposed to Be the Answer. Now They're the Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-11-01 13:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Electric vehicles were supposed to be the answer. Now they are the problem. Investors are reeling, wondering if there is a growth problem for the disruptive tech that auto makers worldwide have embraced.</p><p>There are a few key issues to consider. None of them are existential for EVs, but they do mean that all car makers -- even Tesla (ticker: TSLA) -- need to work harder in years to come.</p><p>Bad news has been chipping away at investor confidence for a while and a couple of things came Monday that were the proverbial straws breaking e the camel&#39;s back. ON Semiconductor <a href=\"https://laohu8.com/S/ON\">$(ON)$</a>, which makes chips that go into cars (more chips going into EVs than traditional cars) provided weak fourth-quarter sales guidance while battery maker Panasonic (6752.Japan) cut its fiscal year 2024 sales outlook.</p><p>That followed downbeat updates from this past week from Mercedes-Benz (MBG.Germany) and Volkswagen (VOW.Germany) about slowing EV sales and decisions from Ford Motor <a href=\"https://laohu8.com/S/F\">$(F)$</a> and General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> to slow their EV-related spending due to weakening demand.</p><p>Tesla played its part in the current debacle too. Its third-quarter earnings missed Wall Street estimates and CEO Elon Musk sounded downbeat about growth rates amid rising interest rates and declining vehicle affordability on the company&#39;s conference call.</p><p>It&#39;s a lot. Still, things don&#39;t seem all bad. Stellantis <a href=\"https://laohu8.com/S/STLA\">$(STLA)$</a>, on Tuesday, reported a 37% year-over-year jump in EV sales in the third quarter and reiterated its goal to have 40% of its sales globally come from all battery electric vehicles.</p><p>BEV sales in the U.S. and Europe are up about 50% year to date, and sales in China are up about 20%. BEV sales account for roughly one-quarter of all car sales in China. The penetration numbers in Europe and the U.S. are about 14% and 8%, respectively.</p><p>That doesn&#39;t seem so bad, but the stock market is forward-looking. New Street Research analyst Pierre Ferragu wrote Monday that a correction is coming and is &#34;likely to hit hard.&#34;</p><p>The Federal Reserve is partly to blame for the correction, says Wedbush analyst Dan Ives. High interest rates are hurting vehicle affordability, and EVs are still more expensive to purchase up front than traditional cars.</p><p>&#34;This is an air pocket after years of white-hot demand...it&#39;s not the end of the growth cycle for Tesla and other EV makers,&#34; added Ives. &#34;This is a transition phase to the next stage of growth.&#34;</p><p>Strong growth might not be over, but demand is only one side of the economic equation. Supply matters, too. Sales growth rates are decelerating while the number of EVs on the market is accelerating. In the U.S., more than 35 EV models sold more than 1,000 units in the third quarter. That&#39;s up from just over 20 a year ago and less than 15 in the third quarter of 2021.</p><p>High supply combined with staleness isn&#39;t a good thing for any industry. &#34;We&#39;ve had the same EVs for some time,&#34; says RBC analyst Tom Narayan. The Chevy Bolt and Tesla Model 3, two of the bestsellers in the U.S., have been around since 2016 and 2017, respectively. &#34;There need to be some newer models that are compelling, pricing needs to come down,&#34; added the analyst.</p><p>He expects that battery costs will fall as U.S. battery-production ramps up. What&#39;s more, the $7,500 EV tax credit will be granted immediately at the dealership in 2024. That&#39;s an instant benefit to buyers who today have to wait to file a tax return to get the money back.</p><p>Still, selling EVs just isn&#39;t as easy as it was. &#34;We&#39;re in main street people now...early adopters are gone,&#34; adds Narayan. That means more work for car companies educating buyers about charging infrastructure, and total cost of ownership.</p><p>Narayan doesn&#39;t expect EVs to die off as a fad. They&#39;re faster, quieter, and cheaper to operate, and, eventually, cheaper to buy, all compelling attributes to him. &#34;The EV versus [internal combustion engine] is like comparing a car to a horse.&#34; He rates Tesla and GM stock at Buy with respective price targets of $301 and $48.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2379544447","content_text":"Electric vehicles were supposed to be the answer. Now they are the problem. Investors are reeling, wondering if there is a growth problem for the disruptive tech that auto makers worldwide have embraced.There are a few key issues to consider. None of them are existential for EVs, but they do mean that all car makers -- even Tesla (ticker: TSLA) -- need to work harder in years to come.Bad news has been chipping away at investor confidence for a while and a couple of things came Monday that were the proverbial straws breaking e the camel's back. ON Semiconductor $(ON)$, which makes chips that go into cars (more chips going into EVs than traditional cars) provided weak fourth-quarter sales guidance while battery maker Panasonic (6752.Japan) cut its fiscal year 2024 sales outlook.That followed downbeat updates from this past week from Mercedes-Benz (MBG.Germany) and Volkswagen (VOW.Germany) about slowing EV sales and decisions from Ford Motor $(F)$ and General Motors $(GM)$ to slow their EV-related spending due to weakening demand.Tesla played its part in the current debacle too. Its third-quarter earnings missed Wall Street estimates and CEO Elon Musk sounded downbeat about growth rates amid rising interest rates and declining vehicle affordability on the company's conference call.It's a lot. Still, things don't seem all bad. Stellantis $(STLA)$, on Tuesday, reported a 37% year-over-year jump in EV sales in the third quarter and reiterated its goal to have 40% of its sales globally come from all battery electric vehicles.BEV sales in the U.S. and Europe are up about 50% year to date, and sales in China are up about 20%. BEV sales account for roughly one-quarter of all car sales in China. The penetration numbers in Europe and the U.S. are about 14% and 8%, respectively.That doesn't seem so bad, but the stock market is forward-looking. New Street Research analyst Pierre Ferragu wrote Monday that a correction is coming and is \"likely to hit hard.\"The Federal Reserve is partly to blame for the correction, says Wedbush analyst Dan Ives. High interest rates are hurting vehicle affordability, and EVs are still more expensive to purchase up front than traditional cars.\"This is an air pocket after years of white-hot demand...it's not the end of the growth cycle for Tesla and other EV makers,\" added Ives. \"This is a transition phase to the next stage of growth.\"Strong growth might not be over, but demand is only one side of the economic equation. Supply matters, too. Sales growth rates are decelerating while the number of EVs on the market is accelerating. In the U.S., more than 35 EV models sold more than 1,000 units in the third quarter. That's up from just over 20 a year ago and less than 15 in the third quarter of 2021.High supply combined with staleness isn't a good thing for any industry. \"We've had the same EVs for some time,\" says RBC analyst Tom Narayan. The Chevy Bolt and Tesla Model 3, two of the bestsellers in the U.S., have been around since 2016 and 2017, respectively. \"There need to be some newer models that are compelling, pricing needs to come down,\" added the analyst.He expects that battery costs will fall as U.S. battery-production ramps up. What's more, the $7,500 EV tax credit will be granted immediately at the dealership in 2024. That's an instant benefit to buyers who today have to wait to file a tax return to get the money back.Still, selling EVs just isn't as easy as it was. \"We're in main street people now...early adopters are gone,\" adds Narayan. That means more work for car companies educating buyers about charging infrastructure, and total cost of ownership.Narayan doesn't expect EVs to die off as a fad. They're faster, quieter, and cheaper to operate, and, eventually, cheaper to buy, all compelling attributes to him. \"The EV versus [internal combustion engine] is like comparing a car to a horse.\" He rates Tesla and GM stock at Buy with respective price targets of $301 and $48.","news_type":1},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":232831451951384,"gmtCreate":1697872317950,"gmtModify":1697872323822,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"BYD I believe it MAY beat Tesla but the rest I got doubt lol","listText":"BYD I believe it MAY beat Tesla but the rest I got doubt lol","text":"BYD I believe it MAY beat Tesla but the rest I got doubt lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232831451951384","repostId":"2376243284","repostType":2,"repost":{"id":"2376243284","kind":"highlight","pubTimestamp":1697856446,"share":"https://ttm.financial/m/news/2376243284?lang=&edition=fundamental","pubTime":"2023-10-21 10:47","market":"hk","language":"en","title":"7 Next-Gen EV Stocks That Can Beat Tesla Hands Down","url":"https://stock-news.laohu8.com/highlight/detail?id=2376243284","media":"InvestorPlace","summary":"The chosen companies generally are experiencing rapid growth and have some type of advantage in the EV space. Because the market is very potent and also very competitive, companies with strong financials and a upper edge in innovation are likely to last and dominate in the rapidly growing EV market.","content":"<html><head></head><body><p>Finding the best EV stocks to buy in this market is a real challenge.</p><p>This is a high growth potential market as both consumers and governments are favoring EVs over gas-fueled cars. Last quarter alone, more than 300,000 EVs were sold in the U.S., showing the growing increase in demand for environmentally friendly vehicles and boding well for the best EV stocks.</p><p>By 2030, we are expected to see over 125 million EVs on the road globally, which is a drastic increase from 26 million last year.</p><p>While the competition is fierce in the market, the continuously rising demand for EVs still leaves EVs companies with a high growth potential. Below are some of the seven best EV stocks.</p><h2 id=\"id_1464499958\">Li Auto Inc (LI)</h2><p><strong>Li Auto </strong>(NASDAQ: <strong><u>LI</u></strong>) is one of the emerging powerhouses in the Chinese electric vehicle market — currently, it specializes in premium quality electric SUVs.</p><p>The company has drawn headlines for a stellar year-over-year increase in sales volume of 663.8%, delivering 34,914 vehicles in August 2023. This rapid growth can be attributed to the company’s commendable business model of filling a niche in the EV industry for family-oriented EV cars with extended range capabilities.</p><p>While Li Auto’s stock price has dipped moderately since its peak of $46.65 per share, the company’s solid financials make it a relatively safe long-term option for traders.</p><p>Li Auto is projected to reach $4.59 billion of sales next financial quarter compared to $4.08 billion in sales this quarter, which is a safe bet considering its track record for beating sales estimates every month in the past fiscal year.</p><p>Over the next five years, analysts expect Li Auto’s earnings to increase at a compounded rate of 75%, and this high projected growth is backed by a low debt-to-equity ratio of just 0.03, and a solid cash reserve of $10.2 billion.</p><p>The overall electric vehicle industry in China is projected by Bank of America Securities to grow 27% this year, and with Li Auto filling a pivotal need amongst the Chinese consumer base, expect Li Auto to become a cornerstone of many traders’ portfolios in the months to come.</p><h2 id=\"id_511176564\">BYD Company (BYDDY)</h2><p>Chinese company <strong>BYD</strong> (OTCMKTS: <strong><u>BYDDY</u></strong>) has recently taken the lead over famed EV producer Tesla in global market share, holding over 21%.</p><p>This development follows a long price war in the Chinese market with Tesla, with both reporting record-breaking sales for the second fiscal quarter.</p><p>BYD holds an edge in the EV industry because of its business model which implements vertical integration.</p><p>BYD is the leading producer of lithium ion rechargeable batteries, and has a fully integrated supply chain spanning lithium mines, lithium processing, battery production, and an in-house computer chip unit.</p><p>BYD’s stock has been rising steadily since December 2022, supported by strong moving averages and recent breakout patterns.</p><p>Its recent move above $33.94, along with solid support at $31.5, reflects a positive market sentiment. The breakout from a pennant pattern indicates potential upward momentum, making it an opportune time for investors to consider entry.</p><p>With strong fundamentals and favorable technical indicators, BYD appears promising in the thriving EV market. BYD is by far one of the best EV companies.</p><h2 id=\"id_3676156707\">XPeng (XPEV)</h2><p><strong>XPeng</strong> (NYSE: <strong><u>XPEV</u></strong>) is a Chinese EV manufacturing company headquartered in Guangzhou with multiple main offices located in major cities overseas.</p><p>XPeng announced that the company delivered more than 15,000 Smart EVs last month alone, which was a 12% increase from August and 81% increase year-over-year.</p><p>Furthermore, XPeng recently delivered 750 of its vehicles to Israel, which was the largest single batch of exports for the year.</p><p>Despite facing regulations abroad, specifically in Europe and the United States, the Chinese EV maker seems adamant on expanding its operations in Israel, and potentially the larger Middle East market.</p><p>XPeng’s partnership with local Israeli partner Freesbe highlights the company’s ability to produce customized vehicles that match the preferences of buyers in markets abroad.</p><p>It is also important to note that over 60% of all EV sales in Israel were by Chinese manufacturers.</p><p>XPeng has been trying to expand beyond its domestic Chinese market, which is evident from its recent shipment to Israel. As the company continues to expand both domestically and internationally, XPeng seems to showcase high growth potential in the EV market.</p><h2 id=\"id_2980415720\">Rivian Automotive Inc (RIVN)</h2><p>When <strong>Rivian</strong> (NASDAQ: <strong><u>RIVN</u></strong>) went public in Q4 of 2021, it recorded one of the highest U.S. IPOs ever, with the company raising almost $12 billion.</p><p>However, the company delivered an underwhelming number of its electric trucks or SUVs after going public, and their stock plummeted from IPO at $78 to its current price of about $17.</p><p>Despite underperformance in recent years, the forecast for Rivian is quite promising. Rivian expects its production to find stability as it increases the production of its in-house Enduro drive unit and reduce its current reliance on third-party power trains.</p><p>This naturally lowers Rivian’s total production costs. Between Q2 of last year to Q2 of this year, the company’s gross margin significantly improved from negative 193% to negative 37%.</p><p>While the company has much progress to make in order to break even, its margin will continue to improve as it replaces more of its third-party components to its own productions.</p><p>Rivian has been developing its own operating system and chips, which helps the company differentiate itself from its competitors and offers freedom from future supply chain disruptions.</p><h2 id=\"id_241508553\"><a href=\"https://laohu8.com/S/LVWR\">LiveWire</a> Group (LVWR)</h2><p><strong>LiveWire</strong> (NYSE: <strong><u>LVWR</u></strong>) is a division of Harley Davidson that specializes in the production of electric motorcycles.</p><p>The company went public just about a year ago, making it the first publicly traded electric motorcycle company in the United States. The current electric motorbikes market stands at $50.3 billion, but according to Statista, this global market could double by 2030.</p><p>LiveWire, which competes in the high-performance segment, is currently growing at 27% annually. Besides a growing electric motorcycle market internationally, the company’s gross margin improved from 30.9% to 34.9%. </p><p>In the second quarter of 2023, LiveWire activated a network of 35 retail partners in France, the United Kingdom, Germany, and the Netherlands to expand on the European hybrid market.</p><p>One of its most popular models, the LiveWire One, became available in Europe in the second quarter and announced the second edition of its more affordable model, the S2 Del Mar, to attract a wider range of motorcycle riders.</p><h2 id=\"id_221117285\"><a href=\"https://laohu8.com/S/LCID\">Lucid Group Inc</a> (LCID)</h2><p><strong>Lucid Group Inc</strong> (NASDAQ: <strong><u>LCID</u></strong>) is an American electric vehicle manufacturer that specializes in premium sports automobiles.</p><p>Since its launch in 2021, the company has branded itself as “luxury electric cars” to gain a competitive edge in the fierce EV market.</p><p>Lucid’s first vehicle, the Lucid Air, has won several awards such as 2023 World Luxury Car at the World Car Awards and the Best Luxury Electric Car in <em>U.S. News &amp; World Report</em>.</p><p>Even though these awards do not make Lucid a successful business, it does prove that its vehicles are top-quality products that could compete against well-established EVs like Tesla. </p><p>On top of its proven vehicle quality, Lucid Group’s revenue grew 55% from the second quarter last year to Q2 of 2023, and this number is expected to rise as the company expands its customer base.</p><p>The rising number of units delivered to new customers will help Lucid achieve economies of scale, reducing its total costs and improving its margins.</p><h2 id=\"id_2977613155\">Nio Inc (NIO)</h2><p>A problem with <strong>Nio</strong> (NYSE: <strong><u>NIO</u></strong>) has been supply chains. Supply chain issues have plagued Nio, lowering their production and slowing down their growth.</p><p>Recently, their supply chains have drastically improved, as they are ramping up production and experiencing few problems with production. A massive bullish factor about Nio is its rapid revenue growth.</p><p>In the third quarter, the company is expected to produce around 56,000 vehicle deliveries, which marks a year-over-year increase greater than 75%. Its revenue is also expected to grow, seeing an increase of over 40% year-over-year.</p><p>Nio is also bringing about innovation in the EV space, providing a battery-as-a-service subscription. Also, Nio recently developed Nio NT 2.9, a platform with an improved advanced drive assistant system which is attractive to buyers. Although the company is expected to lose a considerable amount of money this year, it has large cash reserves which will be able to cover its losses and facilitate its growth. </p><p>Nio also plans to diversify its business model, using its vast resources to create its own smartphones. Their first phone will be called the Nio phone, and although it’s not expected to perform well in markets like the US, it has significant potential in China, where the company is based. </p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Next-Gen EV Stocks That Can Beat Tesla Hands Down</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Next-Gen EV Stocks That Can Beat Tesla Hands Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-21 10:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/7-next-gen-ev-stocks-that-can-beat-tesla-hands-down/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Finding the best EV stocks to buy in this market is a real challenge.This is a high growth potential market as both consumers and governments are favoring EVs over gas-fueled cars. Last quarter alone,...</p>\n\n<a href=\"https://investorplace.com/2023/10/7-next-gen-ev-stocks-that-can-beat-tesla-hands-down/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","LI":"理想汽车","NIO.SI":"蔚来","NIO":"蔚来","LCID":"Lucid Group Inc","09866":"蔚来-SW","02015":"理想汽车-W","BYDDY":"比亚迪ADR","01211":"比亚迪股份","XPEV":"小鹏汽车","09868":"小鹏汽车-W","LVWR":"LiveWire","002594":"比亚迪","RIVN":"Rivian Automotive, Inc."},"source_url":"https://investorplace.com/2023/10/7-next-gen-ev-stocks-that-can-beat-tesla-hands-down/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2376243284","content_text":"Finding the best EV stocks to buy in this market is a real challenge.This is a high growth potential market as both consumers and governments are favoring EVs over gas-fueled cars. Last quarter alone, more than 300,000 EVs were sold in the U.S., showing the growing increase in demand for environmentally friendly vehicles and boding well for the best EV stocks.By 2030, we are expected to see over 125 million EVs on the road globally, which is a drastic increase from 26 million last year.While the competition is fierce in the market, the continuously rising demand for EVs still leaves EVs companies with a high growth potential. Below are some of the seven best EV stocks.Li Auto Inc (LI)Li Auto (NASDAQ: LI) is one of the emerging powerhouses in the Chinese electric vehicle market — currently, it specializes in premium quality electric SUVs.The company has drawn headlines for a stellar year-over-year increase in sales volume of 663.8%, delivering 34,914 vehicles in August 2023. This rapid growth can be attributed to the company’s commendable business model of filling a niche in the EV industry for family-oriented EV cars with extended range capabilities.While Li Auto’s stock price has dipped moderately since its peak of $46.65 per share, the company’s solid financials make it a relatively safe long-term option for traders.Li Auto is projected to reach $4.59 billion of sales next financial quarter compared to $4.08 billion in sales this quarter, which is a safe bet considering its track record for beating sales estimates every month in the past fiscal year.Over the next five years, analysts expect Li Auto’s earnings to increase at a compounded rate of 75%, and this high projected growth is backed by a low debt-to-equity ratio of just 0.03, and a solid cash reserve of $10.2 billion.The overall electric vehicle industry in China is projected by Bank of America Securities to grow 27% this year, and with Li Auto filling a pivotal need amongst the Chinese consumer base, expect Li Auto to become a cornerstone of many traders’ portfolios in the months to come.BYD Company (BYDDY)Chinese company BYD (OTCMKTS: BYDDY) has recently taken the lead over famed EV producer Tesla in global market share, holding over 21%.This development follows a long price war in the Chinese market with Tesla, with both reporting record-breaking sales for the second fiscal quarter.BYD holds an edge in the EV industry because of its business model which implements vertical integration.BYD is the leading producer of lithium ion rechargeable batteries, and has a fully integrated supply chain spanning lithium mines, lithium processing, battery production, and an in-house computer chip unit.BYD’s stock has been rising steadily since December 2022, supported by strong moving averages and recent breakout patterns.Its recent move above $33.94, along with solid support at $31.5, reflects a positive market sentiment. The breakout from a pennant pattern indicates potential upward momentum, making it an opportune time for investors to consider entry.With strong fundamentals and favorable technical indicators, BYD appears promising in the thriving EV market. BYD is by far one of the best EV companies.XPeng (XPEV)XPeng (NYSE: XPEV) is a Chinese EV manufacturing company headquartered in Guangzhou with multiple main offices located in major cities overseas.XPeng announced that the company delivered more than 15,000 Smart EVs last month alone, which was a 12% increase from August and 81% increase year-over-year.Furthermore, XPeng recently delivered 750 of its vehicles to Israel, which was the largest single batch of exports for the year.Despite facing regulations abroad, specifically in Europe and the United States, the Chinese EV maker seems adamant on expanding its operations in Israel, and potentially the larger Middle East market.XPeng’s partnership with local Israeli partner Freesbe highlights the company’s ability to produce customized vehicles that match the preferences of buyers in markets abroad.It is also important to note that over 60% of all EV sales in Israel were by Chinese manufacturers.XPeng has been trying to expand beyond its domestic Chinese market, which is evident from its recent shipment to Israel. As the company continues to expand both domestically and internationally, XPeng seems to showcase high growth potential in the EV market.Rivian Automotive Inc (RIVN)When Rivian (NASDAQ: RIVN) went public in Q4 of 2021, it recorded one of the highest U.S. IPOs ever, with the company raising almost $12 billion.However, the company delivered an underwhelming number of its electric trucks or SUVs after going public, and their stock plummeted from IPO at $78 to its current price of about $17.Despite underperformance in recent years, the forecast for Rivian is quite promising. Rivian expects its production to find stability as it increases the production of its in-house Enduro drive unit and reduce its current reliance on third-party power trains.This naturally lowers Rivian’s total production costs. Between Q2 of last year to Q2 of this year, the company’s gross margin significantly improved from negative 193% to negative 37%.While the company has much progress to make in order to break even, its margin will continue to improve as it replaces more of its third-party components to its own productions.Rivian has been developing its own operating system and chips, which helps the company differentiate itself from its competitors and offers freedom from future supply chain disruptions.LiveWire Group (LVWR)LiveWire (NYSE: LVWR) is a division of Harley Davidson that specializes in the production of electric motorcycles.The company went public just about a year ago, making it the first publicly traded electric motorcycle company in the United States. The current electric motorbikes market stands at $50.3 billion, but according to Statista, this global market could double by 2030.LiveWire, which competes in the high-performance segment, is currently growing at 27% annually. Besides a growing electric motorcycle market internationally, the company’s gross margin improved from 30.9% to 34.9%. In the second quarter of 2023, LiveWire activated a network of 35 retail partners in France, the United Kingdom, Germany, and the Netherlands to expand on the European hybrid market.One of its most popular models, the LiveWire One, became available in Europe in the second quarter and announced the second edition of its more affordable model, the S2 Del Mar, to attract a wider range of motorcycle riders.Lucid Group Inc (LCID)Lucid Group Inc (NASDAQ: LCID) is an American electric vehicle manufacturer that specializes in premium sports automobiles.Since its launch in 2021, the company has branded itself as “luxury electric cars” to gain a competitive edge in the fierce EV market.Lucid’s first vehicle, the Lucid Air, has won several awards such as 2023 World Luxury Car at the World Car Awards and the Best Luxury Electric Car in U.S. News & World Report.Even though these awards do not make Lucid a successful business, it does prove that its vehicles are top-quality products that could compete against well-established EVs like Tesla. On top of its proven vehicle quality, Lucid Group’s revenue grew 55% from the second quarter last year to Q2 of 2023, and this number is expected to rise as the company expands its customer base.The rising number of units delivered to new customers will help Lucid achieve economies of scale, reducing its total costs and improving its margins.Nio Inc (NIO)A problem with Nio (NYSE: NIO) has been supply chains. Supply chain issues have plagued Nio, lowering their production and slowing down their growth.Recently, their supply chains have drastically improved, as they are ramping up production and experiencing few problems with production. A massive bullish factor about Nio is its rapid revenue growth.In the third quarter, the company is expected to produce around 56,000 vehicle deliveries, which marks a year-over-year increase greater than 75%. Its revenue is also expected to grow, seeing an increase of over 40% year-over-year.Nio is also bringing about innovation in the EV space, providing a battery-as-a-service subscription. Also, Nio recently developed Nio NT 2.9, a platform with an improved advanced drive assistant system which is attractive to buyers. Although the company is expected to lose a considerable amount of money this year, it has large cash reserves which will be able to cover its losses and facilitate its growth. Nio also plans to diversify its business model, using its vast resources to create its own smartphones. Their first phone will be called the Nio phone, and although it’s not expected to perform well in markets like the US, it has significant potential in China, where the company is based.","news_type":1},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":227312254550096,"gmtCreate":1696574839431,"gmtModify":1696574843945,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Well post and great information. Appreciated&nbsp;","listText":"Well post and great information. Appreciated&nbsp;","text":"Well post and great information. Appreciated","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/227312254550096","repostId":"2372874899","repostType":2,"repost":{"id":"2372874899","kind":"highlight","pubTimestamp":1696509706,"share":"https://ttm.financial/m/news/2372874899?lang=&edition=fundamental","pubTime":"2023-10-05 20:41","market":"us","language":"en","title":"Grab Holdings: SE Asia's FANG Has Formed","url":"https://stock-news.laohu8.com/highlight/detail?id=2372874899","media":"Seekingalpha","summary":"), rallied into the mid teens, at which point I decided to sell most of my Grab holdings, which included warrants and equity.I sold because we knew it would likely decline 50%+ below its $10/share IPO price based on the SPAC \"IPO\" valuation.In the subsequent year , it did fall below that price and then some as panic gripped markets on the heels of the fastest interest rate hiking cycle in American history, which spawned the 2nd, 3rd, and 4th largest bank collapses in American history.But while i","content":"<html><head></head><body><ul style=\"\"><li><p>While the market has fallen out of love with SE Asia&#39;s tech sector, in my view, the reality is that it is more attractive than it&#39;s ever been.</p></li><li><p>I think you will read at least a couple novel ideas in this exploration of <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Limited&#39;s Q2 2023 and its business broadly.</p></li><li><p>Number one, the reality is that SE Asia is dominated by only three tech platforms: Sea Ltd., Grab, and GoTo. These are SEA&#39;s the most well-capitalized, most dominant tech platforms.</p></li><li><p>Number two, SE Asia has been going through something akin to the U.S.&#39;s early 2000s Dot-Com Bubble burst, resulting in slowing growth across the board and especially for the region&#39;s ecommerce growth.</p></li><li><p>Eventually, SE Asia will emerge from this malaise, and Grab, Sea Ltd., and GoTo could certainly perform incredible feats of value creation in the decades ahead, by virtue of their exceptional resources, which have resulted in dominant competitive positions in the region.</p></li></ul><h2 id=\"id_2862655417\">Catching Up With Grab</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfe5408296412a07425d313864561454\" tg-width=\"640\" tg-height=\"330\"/></p><p>Q2 2023 Investor Day Presentation</p><p>In 2021, I accumulated AGC (the Altimeter Capital SPAC that effectively took Grab public) at about $10-$12/share. I principally did this because I knew we were in The Everything Bubble, and I knew that AGC (which would eventually become Grab via a SPAC merger) could not fall below $10/share.</p><p>In mid-2021, AGC announced its merger with <strong>Grab Holdings Limited</strong> (NASDAQ:GRAB).</p><p>By late-2021, AGC, ahead of its transition to ticker symbol Grab, which essentially meant Grab was to IPO as a standalone company (in a sense!), rallied into the mid teens, at which point I decided to sell most of my Grab holdings, which included warrants and equity.</p><p>I sold because we knew it would likely decline 50%+ below its $10/share IPO price based on the SPAC &#34;IPO&#34; valuation.</p><p>In the subsequent year (2022), it did fall below that price and then some as panic gripped markets on the heels of the fastest interest rate hiking cycle in American history, which spawned the 2nd, 3rd, and 4th largest bank collapses in American history.</p><p>But while it fell mostly due to valuation, the core business actually improved quite dramatically during the period in which I&#39;ve, for the very most part, not owned the business.</p><p>With all of the contextualizing commentary in mind, I have spent a great deal of time doting on the company, and for good reason! I will delineate these reasons for you today. They are, indeed, good and numerous.</p><p>In my estimation, while this is rarely if ever articulated, SE Asia is actually dominated by three tech platforms:</p><ul style=\"\"><li><p>Sea Ltd. (SE)</p></li><li><p>Grab</p></li><li><p>GoTo (Gojek is essentially Lyft in SE Asia. Grab is figuratively and literally Uber, as Uber sold its division in SE Asia, and this division became Grab. Tokopedia, which is a rival to Shopee in Indonesia, which is SE Asia&#39;s largest ecommerce market, merged with Gojek to create GoTo. GoTo trades on the Indonesian stock exchange, as an aside.)</p></li></ul><p>Others may disagree with me, but it&#39;s worth noting that Pareto&#39;s Principle will ultimately dictate the economic outcomes of SE Asia&#39;s tech sector, and, from what I&#39;ve gathered through studying Sea, Grab, and GoTo exhaustively, these businesses represent the 1-5% of the system that will account for 90-95% of the economic output and that will capture, correspondingly, 90-95% of the economic value in the region&#39;s tech sector, akin to FAANGM in the U.S.</p><p>As many of you have likely read in publication after publication:</p><ul style=\"\"><li><p>Most stocks are flops: just 1% of stocks account for all market gains.</p></li></ul><p>To this end, the same will play out in SE Asia in the years and decades ahead, with most of the value creation concentrated into a very limited number of companies, which, in my eyes, will very clearly be Sea, Grab, and GoTo.</p><p>And, of course, this dynamic, i.e., Pareto&#39;s Principle, is found in all realms of &#34;energy systems.&#34;</p><p>A small number of actors in any given energy system will account for the majority of that systems energy output, in whatever form that manifests (money, goals, cited research papers, cars sold, rebounds gotten, total stock returns generated, software sales, digital ad sales, etc.).</p><p>We should expect that, like America&#39;s FAANGM, i.e., Facebook (META), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG)(GOOGL), and Microsoft (MSFT), there will be a handful of tech platforms that capture and account for the majority of economic value in the energy system that is the SE Asian economy.</p><p>And, if one studies the energy system that is the SE Asian economy, they will find that Sea, Grab, and GoTo <em>already </em>operate in something close to a very powerful technology oligopoly.</p><p>In some sense, external capital preordained this structure: From Altimeter Capital to Tencent to many different venture capital firms, giant sums of capital have been given to Sea, Grab, and GoTo, with which these firms have exerted immense competitive pressure on smaller startups, creating the oligopolistic positioning that we see today.</p><p>As an aside, interestingly, the market understood this quite durably for Sea Ltd., until just about the last 12 months, during which time the market has seemed to experience a noteworthy bout of amnesia. I will say that SE Asia appears to have gone through a tech depression of sorts as well: a dot com bubble burst, if you will, but we will discuss that towards the end of this note.</p><h2 id=\"id_4139543538\">It&#39;s An Oligopoly</h2><p>In past notes on Grab, I communicated this oligopolistic positioning using the following data and logic:</p><blockquote><h4 id=\"id_697765610\"><em>Potentially The Most Interesting Component Of Grab&#39;s Investment Thesis</em></h4><p><em>As of a couple months ago, Grab now owns 90% of OVO, which is an incredibly interesting FinTech platform in SE Asia with monopoly market share of mobile wallets in Indonesia. It also, curiously, powers digital commerce for three of the largest e-commerce platforms in SE Asia, i.e., Tokopedia, Lazada, and Bukalapak.</em></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/011cc34b15d6e47c5fbd98e0beb36b1f\" tg-width=\"640\" tg-height=\"316\"/></p><p>Tech In Asia</p><p><em>This article explored the OVO asset in saying,</em></p><blockquote><p><em>When it comes to Indonesia&#39;s digital wallets, Go-Jek&#39;s Go-Pay captures many of the headlines. After all, Go-Jek is Indonesia&#39;s most prominent unicorn, valued at US$9-10 billion. It&#39;s battling Singapore&#39;s Grab across Southeast Asia, burning piles of cash as investors rush to join the next round of fundraising. Speculation about a Go-Jek IPO is mounting.</em></p><p><em>Yet Indonesian consumers prefer a different digital wallet, according to local research firm Snapcart. Data compiled by the Indonesia-based company show that Ovo, backed by Grab and the Lippo Group, is the top Indonesian mobile wallet by a wide margin. Ovo holds a 58% market share, compared to Go-Pay&#39;s 23% and Emtek Group and Ant Financial&#39;s DANA, a distant third at 6%.</em></p><p><em>At stake is an enormous potential market: Indonesia has a population of 250 million people, the largest in Southeast Asia and third in Asia overall after China and India. The Asian Banker has found that Indonesia&#39;s digital payments reached $3.32 billion transaction value by the end of 2018, up 380% year-on-year and more than double what analysts had forecast. Transaction value could nearly quintuple to $15 billion by 2020.</em></p><p><em>Analysts say that Indonesian consumers prefer Ovo because it is widely used by retailers, transportation companies, e-commerce platforms and bill payment services, which are among the top applications for digital payments in Indonesia.</em></p></blockquote><p><em>Interestingly, Grab will not acquire OVO, and has instead chosen to own 90%. And this is why we believe Grab has chosen this path:</em></p><h2 id=\"id_3086357713\"><em>OVO, Grab, And Gojek</em></h2><p><em>What&#39;s interesting is that Grab purchased its OVO stake from Gojek...</em></p><p><em>Which is allegedly Grab&#39;s arch-rival and chief competitor...</em></p><p><em>With which Grab attempted to merge in 2020 before antitrust concerns in SE Asia effectively halted the merger...</em></p><p><em>Gojek then decided to merge with Tokopedia...</em></p><p><em>Which OVO powers from a digital commerce/payments perspective...</em></p><p><em>And Grab just virtually acquired OVO...</em></p><p><em>But likely couldn&#39;t fully acquire it due to antitrust concerns...</em></p><p><em>This article summarizes this interesting dynamic well:</em></p><ul style=\"\"><li><p><em>Grab buys majority stake in Ovo from Tokopedia, Lippo Group.</em></p></li></ul><p><em>From the article,</em></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6a0188388384036dce43ca01a7df32b\" tg-width=\"640\" tg-height=\"560\"/></p><p>Tech In Asia</p><p><em>It all very much feels like these two companies are monopoly platforms with far too much power in the region... And as such, they are simply trying to position themselves such that their unmitigated monopolies are more digestible for regulators.</em></p></blockquote><h4 id=\"id_3723111558\">Sea Ltd., Grab, and GoTo Account For 67% Of Mobile Wallet Market Share In Indonesia (270M+ Citizens)</h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e6e8b0e408bb4a90bce93137bf93df1\" tg-width=\"770\" tg-height=\"374\"/></p><p>Tech In Asia</p><p>GRAB owns 90% of OVO. Sea owns Shopee. GoTo owns GoPay.</p><p>GoTo likely had to sell its OVO stake because of its GoTo offering and the antitrust situation that was arising. But the stake was sold to Grab, which, in my eyes, doesn&#39;t exactly alleviate antitrust-related market positioning considering how dominant Grab is in the region.</p><p>If we think FAANGM is bad in America... SE Asia is basically run by three tech companies at this point.</p><p>Sea, Grab, and GoTo represent a fairly scary oligopoly in my view. The market understood this for the last decade or so, but, incredibly, in the span of about 12 months appears to have forgotten this reality.</p><p>Later in my most recent deep dive into Grab, I summarized the thesis as follows:</p><blockquote><p><em>In closing, let&#39;s review our Grab investment thesis:</em></p><ol start=\"1\" style=\"\"><li><p><em>Grab has monopoly market share of Mobility in SE Asia, where there will be 800M citizens by [2033].</em></p></li><li><p><em>Grab has monopoly market share for financial services and owns 90% of one of the most important FinTech platforms in the entire region (that powers commerce for the likes of Tokopedia and Lazada, which are two very popular ecommerce websites).</em></p></li><li><p><em>Grab is not just Uber (and even if it were, it&#39;d still be a pretty good investment!). Grab is Affirm/Afterpay, Square, DoorDash, Lemonade, Instacart, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> bundled into one platform.</em></p></li></ol><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f95445c6f40cef0ace22a1fa1e2ef95\" tg-width=\"640\" tg-height=\"299\"/></p><p>Grab Investor Presentation</p></blockquote><h2 id=\"id_348648701\">Example of Grab&#39;s Diverse Product Offerings (Affirm-Like Product Depicted Below)</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50feebe4093a65ffc4c4a20373894cd6\" tg-width=\"640\" tg-height=\"409\"/></p><p>Grab PayLater Product Description</p><h4 id=\"id_3267704855\">Grab&#39;s Super App Driving Network Effects, Margin Expansion, and Customer Loyalty</h4><p>By now, I hope that I&#39;ve sufficiently illustrated the idea that Grab operates in, at the very worst, an oligopoly, and, at best, a duopoly, depending on the prism through which you view the business.</p><p>This dominant market positioning has served to create pricing power and robust margins for the various segments within Grab&#39;s conglomerate. We will review the financials of these segments in a moment.</p><p>Before we do that, outside of Grab&#39;s market position, which creates the aforementioned pricing power and corresponding robust margins, Grab&#39;s segments are uniquely fashioned and combined into a Super App, which creates synergies that drive overall usage of the app.</p><p>I believe this is worth noting and reiterating, especially for our U.S. and European folks, as we are not used to this style of business model. We use one app for mobility. We use one app for shopping. We use <em>a few apps </em>for finance. We use <em>a few apps </em>for entertainment.</p><p>Grab has successfully created a business model that combines multiple disparate products into one Super App, a description and the value of which you may read below (emphasis added):</p><blockquote><p><strong><em>Anthony Tan [CEO]: Longer term, we are seeing this multipronged approach across services. So as we evolve the services, whether it&#39;s saver deliveries, whether it&#39;s car-pooling options, we&#39;re seeing it reaches a broader range of users.</em></strong><em> Then you alluded just now as well paying to the outer city expansion. You&#39;re right. Now with more affordable services, we can reach better and we have better product market fit out of city, but how do we do it? As we are driving costs, we&#39;re passing that savings on to our consumers.</em></p><p><em>And then it&#39;s not just that, </em><strong><em>we also looked at increasing our product offerings and lending within the Financial Services segment and that really helps uplift our ecosystem partners.</em></strong></p><p><strong><em>So all that plus this constant product innovation on affordability and reliability has given us that long growth while even margin expansion is taking place more engagement, more loyalty,</em></strong><em> as Peter talked about as well.</em></p><p><em>So we are actually confident. We see still a large time Total Addressable Market. We see tremendous headroom to grow. </em><strong><em>We see given our power of our ecosystem and scale our platform and a multipronged approach, we&#39;re going to grow that user base.</em></strong></p><p>Q2 2023 Grab Earnings Call.</p></blockquote><p>In some sense, especially considering Grab is Uber&#39;s SE Asian unit rebranded as Grab, we can call Grab the Uber of SE Asia and look to Uber&#39;s current unit economics for guidance as to where Grab&#39;s economics will land long term.</p><p>But I believe this is insufficient. Grab has created a unique business model entirely. The synergies of its Super App have and will continue to create unique economic profiles for each of its segments and for the conglomerate as a whole. It will also provide a unique platform to launch new product offerings over time, furthering the divergence between Grab and what some, as a heuristic, would like to call its peer in Uber; further solidifying its position within a tech oligopoly in SE Asia.</p><h2 id=\"id_2085276500\">Turning To Grab&#39;s Latest Business Update</h2><p>Since 2021, two notable developments for Grab have occurred:</p><ol start=\"1\" style=\"\"><li><p><em>SE Asia as a region has exited lockdowns, which has contributed to the incredible growth Grab has experienced in the last 12 months. The removal of lockdowns lasted into 2022 for SE Asia, and, alongside Grab&#39;s reacceleration of growth, we&#39;re also seeing the removal of lockdowns in reduced demand for ecommerce, which has created the panic in Sea Ltd.&#39;s shares currently.</em></p></li><li><p><em>Grab has brought its cash burn to about $0/quarter. Grab still has about $5.6B in total liquidity against about $775M in debt. Grab is profoundly well-capitalized.</em></p></li></ol><p>In this section, we will briefly explore each of Grab&#39;s business segments which collectively make up the aforementioned Super App and its ecosystem.</p><p>Starting with the &#34;Uber of SE Asia,&#34; below, we can see that Grab&#39;s mobility segment currently grows at about 30%, with exceptionally healthy EBITDA margins.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d45cc140f881364e8619e7bb56af421\" tg-width=\"640\" tg-height=\"316\"/></p><p>Grab Q2 2023 Investor Presentation</p><p>Grab&#39;s mobility segment is its core product offering, around which its other offerings have orbited over the years.</p><p>Within SE Asia, Grab has captured the majority of mobility market share, with its only real competitor, Gojek, which is now GoTo, holding the remainder.</p><p>As the dominant player in a duopoly, the above-illustrated margins, which are exceptional, make sense.</p><p>Management has guided for &#34;12% steady-state long term margins as a % of Mobility GMV,&#34; and the above chart illustrates that Grab currently operates at about that margin profile.</p><p>Turning to Deliveries, below, we can see that margins for Deliveries are not remotely as attractive.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63843519d24bfb798d82c04ad383ab21\" tg-width=\"640\" tg-height=\"306\"/></p><p>Grab Q2 2023 Earnings Presentation</p><p>Management has guided to &#34;3% steady-state long term margins as a % of Deliveries GMV,&#34; and, as we can see above, we&#39;re about there already.</p><p>Notably, the margin structure on this segment is far less attractive than the margin structure on the Mobility Segment, where Grab operates in a duopoly with Gojek (GOTO).</p><p>And, of course, this makes sense: less competition = greater pricing power = stronger margins.</p><p>More competition = less pricing power = weaker margins.</p><p>Turning to financial services, this segment of Grab&#39;s business is more nascent, and, as such, its margins are not yet profitable, i.e., the business is not generating free cash flow yet.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff092b4a831301aa2c282de9a11ce786\" tg-width=\"640\" tg-height=\"318\"/></p><p>Grab Q2 2023 Earnings Presentation</p><p>But while margins are not yet positive, growth is fantastic about 200%+.</p><p>And, in light of SE Asia&#39;s still substantial underbanked population, there&#39;s very likely a long runway still ahead for this portion of Grab&#39;s business.</p><h4 id=\"id_1315724257\">Grab&#39;s Payments TAM Growth</h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3daf899c3b3c056c107494326c1c59f9\" tg-width=\"1280\" tg-height=\"629\"/></p><p>Mordor Intelligence</p><h2 id=\"id_1565193438\">Digital Ads</h2><p>As you know well, I have been very focused on investing in unique digital ad companies, e.g., <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI), Amazon (AMZN), and Coupang (CPNG).</p><p>I believe the growth of digital ads to be one of the &#34;greatest secular growth trends&#34; of our time, and it appears that Grab has fielded a fantastic digital ads platform for both marketers/merchants and consumers.</p><p>Below, we can see the growth of Grab&#39;s high margin digital ad business.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed03c9eccc797513bf7d8fec9fe83bd4\" tg-width=\"640\" tg-height=\"318\"/></p><p>Grab Q2 2023 Earnings Presentation</p><blockquote><p><em>Finally, on our enterprise and new initiatives segment. Year-on-year revenues nearly doubled while segment adjusted EBITDA also tripled.</em></p><p><em>The strong performance was attributed to advertising underpinned by our efforts to increase advertising penetration among our merchant partners and to improve monetization. So we hit a new milestone in the second quarter with advertising revenues, as Anthony mentioned earlier, comprising around 1% of our deliveries GMV and attaining an annualized revenue run rate of more than $100 million. We remain confident in our advertising services and in driving value uplift for our merchant partners and other top brands.</em></p><p>Alexander Hungate, COO, Q2 2023 Grab Earnings Call.</p></blockquote><p>The company added,</p><blockquote><p><em>For advertising, we hit a milestone with advertising revenues scaling up to 1% of our deliveries GMV and achieving an annualized revenue run rate of over $100 million. Looking ahead, we will continue to increase ad penetration and improve the monetization of our ads platform.</em></p><p>Anthony Tan, CEO, Q2 2023 Grab Earnings Call.</p></blockquote><p>On the subject of this segment&#39;s profitability,</p><blockquote><p><em>Finally, for enterprise and new initiatives, segment adjusted EBITDA tripled year-on-year with margins expanding to 30.3% in the second quarter from 9.7% in the same period last year. The increase in profitability is mainly attributed to our efforts to improve monetization of our advertising services and to deepen advertising penetration with our active merchant base. For the second quarter, our regional copper costs improved to $192 million as compared to $214 million in the prior year period and $216 million in the prior quarter.</em></p><p>Peter Oey, CFO, Q2 2023 Grab Earnings Call.</p></blockquote><p>Coming back to my comments around Grab as a Super App, we can see, via a study of this high margin segment, that this unique configuration of Grab&#39;s business model has afforded it the ability to capture opportunities such as digital ads, leading to a more profitable overall business.</p><h2 id=\"id_672373878\">Concluding Thoughts: An Oligopoly &amp; The Bursting Of A Bubble</h2><p>While reading through Grab&#39;s Q2 2023 data, it dawned on me that SE Asia just experienced its own version of the Dot Com Bubble bursting.</p><h4 id=\"id_2781865376\">Ecommerce Demand Flatlines In Wake Up SE Asian Tech Bubble</h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9375ea40a1492c4a58103ad3b49ae92c\" tg-width=\"1280\" tg-height=\"685\"/></p><p>Statista</p><p>I say that because Sea Ltd. is not the only platform with slowing GMV. Grab&#39;s GMV is effectively flat as well.</p><p>I don&#39;t have GoTo&#39;s data, but considering GoTo is a merger of two &#34;second runs&#34; (Shopee &gt; Tokopedia and Grab &gt; Gojek, by a while here), I am incredulous that GoTo is taking the big market share here.</p><p>Americans are expecting Nvidia-like performance from these young companies, forgetting what it was like for America when digital industrialization was just picking up in the early 2000s (lots of pullback in usage during that period).</p><h4 id=\"id_3952429771\">Funding Of Asia Startups Collapses, Alleviating Downward Pressure On Margins For Sea Ltd. and Grab</h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3214f00b8dc1254b53b3eeb1406d87d8\" tg-width=\"640\" tg-height=\"419\"/></p><p>Crunchbase</p><p>I believe we will emerge from this recessionary period for SE Asia&#39;s tech economy, and both Sea and Grab will materially accelerate growth in the years and decades ahead.</p><p>Thank you for reading, and have a great day.</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>Grab Holdings: SE Asia's FANG Has Formed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab Holdings: SE Asia's FANG Has Formed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-05 20:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4638547-grab-holdings-se-asias-fang-has-formed><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the market has fallen out of love with SE Asia's tech sector, in my view, the reality is that it is more attractive than it's ever been.I think you will read at least a couple novel ideas in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4638547-grab-holdings-se-asias-fang-has-formed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/article/4638547-grab-holdings-se-asias-fang-has-formed","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2372874899","content_text":"While the market has fallen out of love with SE Asia's tech sector, in my view, the reality is that it is more attractive than it's ever been.I think you will read at least a couple novel ideas in this exploration of Grab Holdings Limited's Q2 2023 and its business broadly.Number one, the reality is that SE Asia is dominated by only three tech platforms: Sea Ltd., Grab, and GoTo. These are SEA's the most well-capitalized, most dominant tech platforms.Number two, SE Asia has been going through something akin to the U.S.'s early 2000s Dot-Com Bubble burst, resulting in slowing growth across the board and especially for the region's ecommerce growth.Eventually, SE Asia will emerge from this malaise, and Grab, Sea Ltd., and GoTo could certainly perform incredible feats of value creation in the decades ahead, by virtue of their exceptional resources, which have resulted in dominant competitive positions in the region.Catching Up With GrabQ2 2023 Investor Day PresentationIn 2021, I accumulated AGC (the Altimeter Capital SPAC that effectively took Grab public) at about $10-$12/share. I principally did this because I knew we were in The Everything Bubble, and I knew that AGC (which would eventually become Grab via a SPAC merger) could not fall below $10/share.In mid-2021, AGC announced its merger with Grab Holdings Limited (NASDAQ:GRAB).By late-2021, AGC, ahead of its transition to ticker symbol Grab, which essentially meant Grab was to IPO as a standalone company (in a sense!), rallied into the mid teens, at which point I decided to sell most of my Grab holdings, which included warrants and equity.I sold because we knew it would likely decline 50%+ below its $10/share IPO price based on the SPAC \"IPO\" valuation.In the subsequent year (2022), it did fall below that price and then some as panic gripped markets on the heels of the fastest interest rate hiking cycle in American history, which spawned the 2nd, 3rd, and 4th largest bank collapses in American history.But while it fell mostly due to valuation, the core business actually improved quite dramatically during the period in which I've, for the very most part, not owned the business.With all of the contextualizing commentary in mind, I have spent a great deal of time doting on the company, and for good reason! I will delineate these reasons for you today. They are, indeed, good and numerous.In my estimation, while this is rarely if ever articulated, SE Asia is actually dominated by three tech platforms:Sea Ltd. (SE)GrabGoTo (Gojek is essentially Lyft in SE Asia. Grab is figuratively and literally Uber, as Uber sold its division in SE Asia, and this division became Grab. Tokopedia, which is a rival to Shopee in Indonesia, which is SE Asia's largest ecommerce market, merged with Gojek to create GoTo. GoTo trades on the Indonesian stock exchange, as an aside.)Others may disagree with me, but it's worth noting that Pareto's Principle will ultimately dictate the economic outcomes of SE Asia's tech sector, and, from what I've gathered through studying Sea, Grab, and GoTo exhaustively, these businesses represent the 1-5% of the system that will account for 90-95% of the economic output and that will capture, correspondingly, 90-95% of the economic value in the region's tech sector, akin to FAANGM in the U.S.As many of you have likely read in publication after publication:Most stocks are flops: just 1% of stocks account for all market gains.To this end, the same will play out in SE Asia in the years and decades ahead, with most of the value creation concentrated into a very limited number of companies, which, in my eyes, will very clearly be Sea, Grab, and GoTo.And, of course, this dynamic, i.e., Pareto's Principle, is found in all realms of \"energy systems.\"A small number of actors in any given energy system will account for the majority of that systems energy output, in whatever form that manifests (money, goals, cited research papers, cars sold, rebounds gotten, total stock returns generated, software sales, digital ad sales, etc.).We should expect that, like America's FAANGM, i.e., Facebook (META), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG)(GOOGL), and Microsoft (MSFT), there will be a handful of tech platforms that capture and account for the majority of economic value in the energy system that is the SE Asian economy.And, if one studies the energy system that is the SE Asian economy, they will find that Sea, Grab, and GoTo already operate in something close to a very powerful technology oligopoly.In some sense, external capital preordained this structure: From Altimeter Capital to Tencent to many different venture capital firms, giant sums of capital have been given to Sea, Grab, and GoTo, with which these firms have exerted immense competitive pressure on smaller startups, creating the oligopolistic positioning that we see today.As an aside, interestingly, the market understood this quite durably for Sea Ltd., until just about the last 12 months, during which time the market has seemed to experience a noteworthy bout of amnesia. I will say that SE Asia appears to have gone through a tech depression of sorts as well: a dot com bubble burst, if you will, but we will discuss that towards the end of this note.It's An OligopolyIn past notes on Grab, I communicated this oligopolistic positioning using the following data and logic:Potentially The Most Interesting Component Of Grab's Investment ThesisAs of a couple months ago, Grab now owns 90% of OVO, which is an incredibly interesting FinTech platform in SE Asia with monopoly market share of mobile wallets in Indonesia. It also, curiously, powers digital commerce for three of the largest e-commerce platforms in SE Asia, i.e., Tokopedia, Lazada, and Bukalapak.Tech In AsiaThis article explored the OVO asset in saying,When it comes to Indonesia's digital wallets, Go-Jek's Go-Pay captures many of the headlines. After all, Go-Jek is Indonesia's most prominent unicorn, valued at US$9-10 billion. It's battling Singapore's Grab across Southeast Asia, burning piles of cash as investors rush to join the next round of fundraising. Speculation about a Go-Jek IPO is mounting.Yet Indonesian consumers prefer a different digital wallet, according to local research firm Snapcart. Data compiled by the Indonesia-based company show that Ovo, backed by Grab and the Lippo Group, is the top Indonesian mobile wallet by a wide margin. Ovo holds a 58% market share, compared to Go-Pay's 23% and Emtek Group and Ant Financial's DANA, a distant third at 6%.At stake is an enormous potential market: Indonesia has a population of 250 million people, the largest in Southeast Asia and third in Asia overall after China and India. The Asian Banker has found that Indonesia's digital payments reached $3.32 billion transaction value by the end of 2018, up 380% year-on-year and more than double what analysts had forecast. Transaction value could nearly quintuple to $15 billion by 2020.Analysts say that Indonesian consumers prefer Ovo because it is widely used by retailers, transportation companies, e-commerce platforms and bill payment services, which are among the top applications for digital payments in Indonesia.Interestingly, Grab will not acquire OVO, and has instead chosen to own 90%. And this is why we believe Grab has chosen this path:OVO, Grab, And GojekWhat's interesting is that Grab purchased its OVO stake from Gojek...Which is allegedly Grab's arch-rival and chief competitor...With which Grab attempted to merge in 2020 before antitrust concerns in SE Asia effectively halted the merger...Gojek then decided to merge with Tokopedia...Which OVO powers from a digital commerce/payments perspective...And Grab just virtually acquired OVO...But likely couldn't fully acquire it due to antitrust concerns...This article summarizes this interesting dynamic well:Grab buys majority stake in Ovo from Tokopedia, Lippo Group.From the article,Tech In AsiaIt all very much feels like these two companies are monopoly platforms with far too much power in the region... And as such, they are simply trying to position themselves such that their unmitigated monopolies are more digestible for regulators.Sea Ltd., Grab, and GoTo Account For 67% Of Mobile Wallet Market Share In Indonesia (270M+ Citizens)Tech In AsiaGRAB owns 90% of OVO. Sea owns Shopee. GoTo owns GoPay.GoTo likely had to sell its OVO stake because of its GoTo offering and the antitrust situation that was arising. But the stake was sold to Grab, which, in my eyes, doesn't exactly alleviate antitrust-related market positioning considering how dominant Grab is in the region.If we think FAANGM is bad in America... SE Asia is basically run by three tech companies at this point.Sea, Grab, and GoTo represent a fairly scary oligopoly in my view. The market understood this for the last decade or so, but, incredibly, in the span of about 12 months appears to have forgotten this reality.Later in my most recent deep dive into Grab, I summarized the thesis as follows:In closing, let's review our Grab investment thesis:Grab has monopoly market share of Mobility in SE Asia, where there will be 800M citizens by [2033].Grab has monopoly market share for financial services and owns 90% of one of the most important FinTech platforms in the entire region (that powers commerce for the likes of Tokopedia and Lazada, which are two very popular ecommerce websites).Grab is not just Uber (and even if it were, it'd still be a pretty good investment!). Grab is Affirm/Afterpay, Square, DoorDash, Lemonade, Instacart, and PayPal bundled into one platform.Grab Investor PresentationExample of Grab's Diverse Product Offerings (Affirm-Like Product Depicted Below)Grab PayLater Product DescriptionGrab's Super App Driving Network Effects, Margin Expansion, and Customer LoyaltyBy now, I hope that I've sufficiently illustrated the idea that Grab operates in, at the very worst, an oligopoly, and, at best, a duopoly, depending on the prism through which you view the business.This dominant market positioning has served to create pricing power and robust margins for the various segments within Grab's conglomerate. We will review the financials of these segments in a moment.Before we do that, outside of Grab's market position, which creates the aforementioned pricing power and corresponding robust margins, Grab's segments are uniquely fashioned and combined into a Super App, which creates synergies that drive overall usage of the app.I believe this is worth noting and reiterating, especially for our U.S. and European folks, as we are not used to this style of business model. We use one app for mobility. We use one app for shopping. We use a few apps for finance. We use a few apps for entertainment.Grab has successfully created a business model that combines multiple disparate products into one Super App, a description and the value of which you may read below (emphasis added):Anthony Tan [CEO]: Longer term, we are seeing this multipronged approach across services. So as we evolve the services, whether it's saver deliveries, whether it's car-pooling options, we're seeing it reaches a broader range of users. Then you alluded just now as well paying to the outer city expansion. You're right. Now with more affordable services, we can reach better and we have better product market fit out of city, but how do we do it? As we are driving costs, we're passing that savings on to our consumers.And then it's not just that, we also looked at increasing our product offerings and lending within the Financial Services segment and that really helps uplift our ecosystem partners.So all that plus this constant product innovation on affordability and reliability has given us that long growth while even margin expansion is taking place more engagement, more loyalty, as Peter talked about as well.So we are actually confident. We see still a large time Total Addressable Market. We see tremendous headroom to grow. We see given our power of our ecosystem and scale our platform and a multipronged approach, we're going to grow that user base.Q2 2023 Grab Earnings Call.In some sense, especially considering Grab is Uber's SE Asian unit rebranded as Grab, we can call Grab the Uber of SE Asia and look to Uber's current unit economics for guidance as to where Grab's economics will land long term.But I believe this is insufficient. Grab has created a unique business model entirely. The synergies of its Super App have and will continue to create unique economic profiles for each of its segments and for the conglomerate as a whole. It will also provide a unique platform to launch new product offerings over time, furthering the divergence between Grab and what some, as a heuristic, would like to call its peer in Uber; further solidifying its position within a tech oligopoly in SE Asia.Turning To Grab's Latest Business UpdateSince 2021, two notable developments for Grab have occurred:SE Asia as a region has exited lockdowns, which has contributed to the incredible growth Grab has experienced in the last 12 months. The removal of lockdowns lasted into 2022 for SE Asia, and, alongside Grab's reacceleration of growth, we're also seeing the removal of lockdowns in reduced demand for ecommerce, which has created the panic in Sea Ltd.'s shares currently.Grab has brought its cash burn to about $0/quarter. Grab still has about $5.6B in total liquidity against about $775M in debt. Grab is profoundly well-capitalized.In this section, we will briefly explore each of Grab's business segments which collectively make up the aforementioned Super App and its ecosystem.Starting with the \"Uber of SE Asia,\" below, we can see that Grab's mobility segment currently grows at about 30%, with exceptionally healthy EBITDA margins.Grab Q2 2023 Investor PresentationGrab's mobility segment is its core product offering, around which its other offerings have orbited over the years.Within SE Asia, Grab has captured the majority of mobility market share, with its only real competitor, Gojek, which is now GoTo, holding the remainder.As the dominant player in a duopoly, the above-illustrated margins, which are exceptional, make sense.Management has guided for \"12% steady-state long term margins as a % of Mobility GMV,\" and the above chart illustrates that Grab currently operates at about that margin profile.Turning to Deliveries, below, we can see that margins for Deliveries are not remotely as attractive.Grab Q2 2023 Earnings PresentationManagement has guided to \"3% steady-state long term margins as a % of Deliveries GMV,\" and, as we can see above, we're about there already.Notably, the margin structure on this segment is far less attractive than the margin structure on the Mobility Segment, where Grab operates in a duopoly with Gojek (GOTO).And, of course, this makes sense: less competition = greater pricing power = stronger margins.More competition = less pricing power = weaker margins.Turning to financial services, this segment of Grab's business is more nascent, and, as such, its margins are not yet profitable, i.e., the business is not generating free cash flow yet.Grab Q2 2023 Earnings PresentationBut while margins are not yet positive, growth is fantastic about 200%+.And, in light of SE Asia's still substantial underbanked population, there's very likely a long runway still ahead for this portion of Grab's business.Grab's Payments TAM GrowthMordor IntelligenceDigital AdsAs you know well, I have been very focused on investing in unique digital ad companies, e.g., MercadoLibre (MELI), Amazon (AMZN), and Coupang (CPNG).I believe the growth of digital ads to be one of the \"greatest secular growth trends\" of our time, and it appears that Grab has fielded a fantastic digital ads platform for both marketers/merchants and consumers.Below, we can see the growth of Grab's high margin digital ad business.Grab Q2 2023 Earnings PresentationFinally, on our enterprise and new initiatives segment. Year-on-year revenues nearly doubled while segment adjusted EBITDA also tripled.The strong performance was attributed to advertising underpinned by our efforts to increase advertising penetration among our merchant partners and to improve monetization. So we hit a new milestone in the second quarter with advertising revenues, as Anthony mentioned earlier, comprising around 1% of our deliveries GMV and attaining an annualized revenue run rate of more than $100 million. We remain confident in our advertising services and in driving value uplift for our merchant partners and other top brands.Alexander Hungate, COO, Q2 2023 Grab Earnings Call.The company added,For advertising, we hit a milestone with advertising revenues scaling up to 1% of our deliveries GMV and achieving an annualized revenue run rate of over $100 million. Looking ahead, we will continue to increase ad penetration and improve the monetization of our ads platform.Anthony Tan, CEO, Q2 2023 Grab Earnings Call.On the subject of this segment's profitability,Finally, for enterprise and new initiatives, segment adjusted EBITDA tripled year-on-year with margins expanding to 30.3% in the second quarter from 9.7% in the same period last year. The increase in profitability is mainly attributed to our efforts to improve monetization of our advertising services and to deepen advertising penetration with our active merchant base. For the second quarter, our regional copper costs improved to $192 million as compared to $214 million in the prior year period and $216 million in the prior quarter.Peter Oey, CFO, Q2 2023 Grab Earnings Call.Coming back to my comments around Grab as a Super App, we can see, via a study of this high margin segment, that this unique configuration of Grab's business model has afforded it the ability to capture opportunities such as digital ads, leading to a more profitable overall business.Concluding Thoughts: An Oligopoly & The Bursting Of A BubbleWhile reading through Grab's Q2 2023 data, it dawned on me that SE Asia just experienced its own version of the Dot Com Bubble bursting.Ecommerce Demand Flatlines In Wake Up SE Asian Tech BubbleStatistaI say that because Sea Ltd. is not the only platform with slowing GMV. Grab's GMV is effectively flat as well.I don't have GoTo's data, but considering GoTo is a merger of two \"second runs\" (Shopee > Tokopedia and Grab > Gojek, by a while here), I am incredulous that GoTo is taking the big market share here.Americans are expecting Nvidia-like performance from these young companies, forgetting what it was like for America when digital industrialization was just picking up in the early 2000s (lots of pullback in usage during that period).Funding Of Asia Startups Collapses, Alleviating Downward Pressure On Margins For Sea Ltd. and GrabCrunchbaseI believe we will emerge from this recessionary period for SE Asia's tech economy, and both Sea and Grab will materially accelerate growth in the years and decades ahead.Thank you for reading, and have a great day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":227119058313216,"gmtCreate":1696502268712,"gmtModify":1696502272735,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/227119058313216","repostId":"1193920140","repostType":2,"repost":{"id":"1193920140","kind":"news","pubTimestamp":1696498372,"share":"https://ttm.financial/m/news/1193920140?lang=&edition=fundamental","pubTime":"2023-10-05 17:32","market":"us","language":"en","title":"SOFI Stock Alert: Biden Administration Cancels More Student Loan Debt","url":"https://stock-news.laohu8.com/highlight/detail?id=1193920140","media":"InvestorPlace","summary":"Shares of fintech giant SoFi Technologies (SOFI) rose 2.61% on Wednesday.President Joe Biden announced that he would approve $9 billion in student loan forgiveness.SOFI stock is already reeling from i","content":"<html><head></head><body><ul style=\"\"><li><p>Shares of fintech giant <strong>SoFi Technologies</strong> (<strong><u>SOFI</u></strong>) rose 2.61% on Wednesday.</p></li><li><p>President Joe Biden announced that he would approve $9 billion in student loan forgiveness.</p></li><li><p>SOFI stock is already reeling from its recent IPO underwriting endeavor.</p></li></ul><p>Although financial technology (fintech) stalwart <strong>SoFi Technologies</strong> (NASDAQ: <strong><u>SOFI</u></strong>) has been a Wall Street darling this year — especially with its ambitions to become a full-service institution — recent challenges are taking their toll. Earlier Wednesday, President Joe Biden announced that he would cancel $9 billion in student loan debt. Subsequently, SOFI stock absorbed a modest impact.</p><p style=\"text-align: start;\">According to a <em>CNBC</em> report, the debt relief — earmarked for 125,000 Americans — represents the Biden administration’s fixes to several programs, including the income-driven repayment plans and Public Service Loan forgiveness.</p><p>Specifically, more than $5 billion of the aid will go to 53,000 borrowers who have worked in public service for 10 years or longer. As well, another $2.8 billion will be allocated for 51,000 borrowers enrolled in income-based repayment plans. Finally, another $1.2 billion will benefit 22,000 borrowers with disabilities.</p><p style=\"text-align: start;\">Given the timing of the announcement, it’s difficult to avoid the political implications. “Biden has forgiven more student loan debt than any previous president,” higher education expert Mark Kantrowitz told <em>CNBC</em>.</p><p style=\"text-align: start;\">Still, not everyone is resoundingly enthusiastic. While praising the news, Astra Taylor, co-founder of the Debt Collective, emphasized the need to do more. “If the Department of Education can cancel this amount, it can cancel it all,” Taylor said.</p><h2 id=\"id_670776075\" style=\"text-align: start;\">SOFI Stock Already Feeling the Heat</h2><p style=\"text-align: start;\">On paper, the latest development in student loan forgiveness presents a headwind for SOFI stock. As a <em>Seeking Alpha</em> report pointed out, in June, the U.S. Supreme Court struck down Biden’s plan to cancel up to $20,000 of student loans per borrower (for those earning less than $125,000 per year). Experts say that the plan would have cost more than $400 billion.</p><p>Fundamentally, the diminished total addressable market represents another unwanted challenge for SOFI stock. Since the beginning of this year, shares have gained over 60% of equity value, a testament to the underlying enterprise’s efforts and ambitions. However, in the trailing one-month period, SOFI fell heavily.</p><p style=\"text-align: start;\">Much of the pain centers on the disappointing initial public offering (IPO) of <strong>Instacart</strong> (NASDAQ: <strong><u>CART</u></strong>). Prior to the public debut, SoFi made news because it took on the role of helping to underwrite the IPO. The move represented SoFi’s first endeavor in the traditional IPO underwriting process.</p><p style=\"text-align: start;\">Worryingly for SOFI stock, experts pointed out that it’s possible SoFi accepted a higher risk load to take part in the new listing. Therefore, the stumbling market launch of Instacart raises concerns about absorbing losses.</p><h2 id=\"id_1492091690\" style=\"text-align: start;\">Why It Matters</h2><p style=\"text-align: start;\">Analysts still rate SOFI stock as a consensus hold, with the average price target largely unmoved at $9.83. However, the options market has seen an uptick in potentially pessimistic action. For instance, Fintel reports a huge big block trade for bought $10 puts that expire on Jan. 17, 2025.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SOFI Stock Alert: Biden Administration Cancels More Student Loan Debt</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\">\nSOFI Stock Alert: Biden Administration Cancels More Student Loan Debt\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-05 17:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/sofi-stock-alert-biden-administration-cancels-more-student-loan-debt/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of fintech giant SoFi Technologies (SOFI) rose 2.61% on Wednesday.President Joe Biden announced that he would approve $9 billion in student loan forgiveness.SOFI stock is already reeling from ...</p>\n\n<a href=\"https://investorplace.com/2023/10/sofi-stock-alert-biden-administration-cancels-more-student-loan-debt/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2023/10/sofi-stock-alert-biden-administration-cancels-more-student-loan-debt/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193920140","content_text":"Shares of fintech giant SoFi Technologies (SOFI) rose 2.61% on Wednesday.President Joe Biden announced that he would approve $9 billion in student loan forgiveness.SOFI stock is already reeling from its recent IPO underwriting endeavor.Although financial technology (fintech) stalwart SoFi Technologies (NASDAQ: SOFI) has been a Wall Street darling this year — especially with its ambitions to become a full-service institution — recent challenges are taking their toll. Earlier Wednesday, President Joe Biden announced that he would cancel $9 billion in student loan debt. Subsequently, SOFI stock absorbed a modest impact.According to a CNBC report, the debt relief — earmarked for 125,000 Americans — represents the Biden administration’s fixes to several programs, including the income-driven repayment plans and Public Service Loan forgiveness.Specifically, more than $5 billion of the aid will go to 53,000 borrowers who have worked in public service for 10 years or longer. As well, another $2.8 billion will be allocated for 51,000 borrowers enrolled in income-based repayment plans. Finally, another $1.2 billion will benefit 22,000 borrowers with disabilities.Given the timing of the announcement, it’s difficult to avoid the political implications. “Biden has forgiven more student loan debt than any previous president,” higher education expert Mark Kantrowitz told CNBC.Still, not everyone is resoundingly enthusiastic. While praising the news, Astra Taylor, co-founder of the Debt Collective, emphasized the need to do more. “If the Department of Education can cancel this amount, it can cancel it all,” Taylor said.SOFI Stock Already Feeling the HeatOn paper, the latest development in student loan forgiveness presents a headwind for SOFI stock. As a Seeking Alpha report pointed out, in June, the U.S. Supreme Court struck down Biden’s plan to cancel up to $20,000 of student loans per borrower (for those earning less than $125,000 per year). Experts say that the plan would have cost more than $400 billion.Fundamentally, the diminished total addressable market represents another unwanted challenge for SOFI stock. Since the beginning of this year, shares have gained over 60% of equity value, a testament to the underlying enterprise’s efforts and ambitions. However, in the trailing one-month period, SOFI fell heavily.Much of the pain centers on the disappointing initial public offering (IPO) of Instacart (NASDAQ: CART). Prior to the public debut, SoFi made news because it took on the role of helping to underwrite the IPO. The move represented SoFi’s first endeavor in the traditional IPO underwriting process.Worryingly for SOFI stock, experts pointed out that it’s possible SoFi accepted a higher risk load to take part in the new listing. Therefore, the stumbling market launch of Instacart raises concerns about absorbing losses.Why It MattersAnalysts still rate SOFI stock as a consensus hold, with the average price target largely unmoved at $9.83. However, the options market has seen an uptick in potentially pessimistic action. For instance, Fintel reports a huge big block trade for bought $10 puts that expire on Jan. 17, 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220827476119664,"gmtCreate":1694934355419,"gmtModify":1694934360103,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"I view Grab as a&nbsp;better investment.&nbsp; Grab will definitely cut more incentive from drivers and food riders to narrow down break even or go for profit. Plus buying over Trans-Cab to get more market shares is a great move from Grab.","listText":"I view Grab as a&nbsp;better investment.&nbsp; Grab will definitely cut more incentive from drivers and food riders to narrow down break even or go for profit. Plus buying over Trans-Cab to get more market shares is a great move from Grab.","text":"I view Grab as a better investment. Grab will definitely cut more incentive from drivers and food riders to narrow down break even or go for profit. Plus buying over Trans-Cab to get more market shares is a great move from Grab.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220827476119664","repostId":"2367679393","repostType":2,"repost":{"id":"2367679393","kind":"highlight","pubTimestamp":1694914200,"share":"https://ttm.financial/m/news/2367679393?lang=&edition=fundamental","pubTime":"2023-09-17 09:30","market":"sg","language":"en","title":"Better Growth Stock: Sea Limited vs. Grab Holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=2367679393","media":"Motley Fool","summary":"Which of these Southeast Asian tech giants is the better buy?","content":"<html><head></head><body><h2 id=\"id_496429749\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>Sea’s e-commerce and gaming businesses face existential challenges.</p></li><li><p>Grab continues to dominate the region’s mobility and delivery markets.</p></li><li><p>One of these tech leaders has a much brighter future.</p></li></ul><p><strong>Sea Limited</strong> and <strong>Grab</strong> are two of the biggest tech companies in Southeast Asia. Sea owns Shopee, the largest e-commerce marketplace in Southeast Asia and Taiwan, and the video game publisher Garena. Grab, which acquired <strong>Uber Technologies</strong>&#39; Southeast Asian business in 2018, is the region&#39;s largest mobility and delivery services provider. Both companies integrate their own digital payment services -- SeaMoney and GrabPay -- into their mobile apps.</p><p>But over the past 12 months, Sea&#39;s stock price fell 38% while Grab&#39;s stock rose 14%. Let&#39;s see why the e-commerce and gaming leader underperformed the mobility leader -- and if it will remain the weaker investment for the foreseeable future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7b111b4eb6e7a88bc0d73392e9a5995\" alt=\"The Singapore skyline. Image source: Getty Images.\" title=\"The Singapore skyline. Image source: Getty Images.\" tg-width=\"700\" tg-height=\"465\"/><span>The Singapore skyline. Image source: Getty Images.</span></p><h2 id=\"id_3720293121\">Sea faces an existential crisis</h2><p>Sea&#39;s revenue surged 101% in 2020 and 128% in 2021. Shopee&#39;s sales soared as more people shopped online throughout the pandemic, while Garena&#39;s <em>Free Fire</em> became the world&#39;s most downloaded battle royale game for mobile devices. But in 2022, its revenue only grew 25% as both businesses faced tough post-pandemic slowdowns.</p><p>Shopee struggled with fierce competition from <strong>Alibaba</strong>&#39;s Lazada across Southeast Asia, and the macroeconomic headwinds drove it to shut down several of its overseas marketplaces in Latin America, India, and Europe. Garena&#39;s <em>Free Fire</em> lost a lot of its paying users as the pandemic passed, and that slowdown was exacerbated by an unexpected ban in India -- its fastest-growing market -- which lasted from February 2022 to August 2023.</p><p>In 2022, Garena&#39;s bookings plunged 39%, and its revenue fell 9%. That slowdown partly offset Shopee&#39;s 18% growth in gross merchandise volume (GMV) and 42% revenue growth. Garena&#39;s slowdown forced Sea to aggressively cut costs over the past year since it previously subsidized the expansion of its unprofitable Shopee and SeaMoney divisions with <em>Free Fire&#39;</em>s profits.</p><p>Analysts expect Sea&#39;s revenue to rise less than 4% in 2023, but they also expect it to turn profitable for the first time since its IPO. Yet reining in its spending could narrow Shopee&#39;s moat by reducing its promotions and subsidies while delaying Garena&#39;s development of new games to succeed<em> Free Fire</em>. Sea&#39;s stock might seem cheap at less than 2 times this year&#39;s sales, but its high-growth days are likely over, and both of its core businesses could face existential challenges. </p><h2 id=\"id_2613667695\">Grab&#39;s near-term prospects look brighter</h2><p>In 2021, Grab&#39;s first year as a public company, its revenue rose 44% as its GMV grew 29%. In 2022, its revenue and GMV grew another 112% and 24%, respectively.</p><p>That growth was driven by the robust growth of both its mobility and delivery segments, which grew their GMV by 47% and 15%, respectively, for the full year. Its financial services GMV also rose 27% as it expanded its online lending business.</p><p>For 2023, Grab expects its revenue to rise 54% to 61%. It&#39;s still deeply unprofitable because it relies heavily on loss-leading incentives to gain new businesses and consumers, but it&#39;s been reducing those incentives throughout the first half of the year. As a result, it expects to narrow its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss from $793 million in 2022 to just $30 to $40 million in 2023.</p><p>Just like Uber, economies of scale are finally kicking in at Grab, which consistently dominates the mobility and food delivery markets across Southeast Asia with its 35 million monthly transacting users (MTUs). And unlike Sea, Grab&#39;s more disciplined spending doesn&#39;t coincide with a significant slowdown in its sales growth. But looking ahead, Grab might face new regulatory headwinds in Singapore, where the Land Transport Authority (LTA) recently launched a review of the ride-hailing industry.</p><p>At 6 times this year&#39;s sales, Grab&#39;s stock might seem a bit pricier than Sea&#39;s. Yet that price-to-sales ratio seems reasonable relative to its growth rates, and it doesn&#39;t face as many competitive challenges as the e-commerce and gaming leader.</p><h2 id=\"id_3444823829\">The better buy: Grab</h2><p>I once considered Sea to be a top long-term play on the economic growth of Southeast Asia, but Shopee and Garena&#39;s recent troubles are forcing me to reconsider that thesis.</p><p>Meanwhile, Grab might face some near-term regulatory challenges, but it&#39;s proven that it has plenty of staying power and remains far ahead of its closest mobility and delivery competitors. Its robust revenue growth and narrowing losses also make it a more promising investment than Sea -- which desperately needs to find fresh ways to grow its sales again.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Growth Stock: Sea Limited vs. Grab Holdings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Growth Stock: Sea Limited vs. Grab Holdings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-17 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/16/better-growth-stock-sea-limited-vs-grab-holdings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSea’s e-commerce and gaming businesses face existential challenges.Grab continues to dominate the region’s mobility and delivery markets.One of these tech leaders has a much brighter future....</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/16/better-growth-stock-sea-limited-vs-grab-holdings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","BK4535":"淡马锡持仓","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0251143029.SGD":"Fidelity ASEAN A-SGD","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","GRAB":"Grab Holdings","SG9999001135.SGD":"United ASEAN Fund SGD","BK4551":"寇图资本持仓","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","BK4022":"陆运","BK4230":"旅客陆运","BK4505":"高瓴资本持仓","SG9999014906.USD":"大华全球优质成长基金Acc USD","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SE":"Sea Ltd","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","SG9999002406.SGD":"利安新加坡信托基金","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4548":"巴美列捷福持仓","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK4554":"元宇宙及AR概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","SG9999013478.USD":"利安新加坡股息基金","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4536":"外卖概念","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2023/09/16/better-growth-stock-sea-limited-vs-grab-holdings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367679393","content_text":"KEY POINTSSea’s e-commerce and gaming businesses face existential challenges.Grab continues to dominate the region’s mobility and delivery markets.One of these tech leaders has a much brighter future.Sea Limited and Grab are two of the biggest tech companies in Southeast Asia. Sea owns Shopee, the largest e-commerce marketplace in Southeast Asia and Taiwan, and the video game publisher Garena. Grab, which acquired Uber Technologies' Southeast Asian business in 2018, is the region's largest mobility and delivery services provider. Both companies integrate their own digital payment services -- SeaMoney and GrabPay -- into their mobile apps.But over the past 12 months, Sea's stock price fell 38% while Grab's stock rose 14%. Let's see why the e-commerce and gaming leader underperformed the mobility leader -- and if it will remain the weaker investment for the foreseeable future.The Singapore skyline. Image source: Getty Images.Sea faces an existential crisisSea's revenue surged 101% in 2020 and 128% in 2021. Shopee's sales soared as more people shopped online throughout the pandemic, while Garena's Free Fire became the world's most downloaded battle royale game for mobile devices. But in 2022, its revenue only grew 25% as both businesses faced tough post-pandemic slowdowns.Shopee struggled with fierce competition from Alibaba's Lazada across Southeast Asia, and the macroeconomic headwinds drove it to shut down several of its overseas marketplaces in Latin America, India, and Europe. Garena's Free Fire lost a lot of its paying users as the pandemic passed, and that slowdown was exacerbated by an unexpected ban in India -- its fastest-growing market -- which lasted from February 2022 to August 2023.In 2022, Garena's bookings plunged 39%, and its revenue fell 9%. That slowdown partly offset Shopee's 18% growth in gross merchandise volume (GMV) and 42% revenue growth. Garena's slowdown forced Sea to aggressively cut costs over the past year since it previously subsidized the expansion of its unprofitable Shopee and SeaMoney divisions with Free Fire's profits.Analysts expect Sea's revenue to rise less than 4% in 2023, but they also expect it to turn profitable for the first time since its IPO. Yet reining in its spending could narrow Shopee's moat by reducing its promotions and subsidies while delaying Garena's development of new games to succeed Free Fire. Sea's stock might seem cheap at less than 2 times this year's sales, but its high-growth days are likely over, and both of its core businesses could face existential challenges. Grab's near-term prospects look brighterIn 2021, Grab's first year as a public company, its revenue rose 44% as its GMV grew 29%. In 2022, its revenue and GMV grew another 112% and 24%, respectively.That growth was driven by the robust growth of both its mobility and delivery segments, which grew their GMV by 47% and 15%, respectively, for the full year. Its financial services GMV also rose 27% as it expanded its online lending business.For 2023, Grab expects its revenue to rise 54% to 61%. It's still deeply unprofitable because it relies heavily on loss-leading incentives to gain new businesses and consumers, but it's been reducing those incentives throughout the first half of the year. As a result, it expects to narrow its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss from $793 million in 2022 to just $30 to $40 million in 2023.Just like Uber, economies of scale are finally kicking in at Grab, which consistently dominates the mobility and food delivery markets across Southeast Asia with its 35 million monthly transacting users (MTUs). And unlike Sea, Grab's more disciplined spending doesn't coincide with a significant slowdown in its sales growth. But looking ahead, Grab might face new regulatory headwinds in Singapore, where the Land Transport Authority (LTA) recently launched a review of the ride-hailing industry.At 6 times this year's sales, Grab's stock might seem a bit pricier than Sea's. Yet that price-to-sales ratio seems reasonable relative to its growth rates, and it doesn't face as many competitive challenges as the e-commerce and gaming leader.The better buy: GrabI once considered Sea to be a top long-term play on the economic growth of Southeast Asia, but Shopee and Garena's recent troubles are forcing me to reconsider that thesis.Meanwhile, Grab might face some near-term regulatory challenges, but it's proven that it has plenty of staying power and remains far ahead of its closest mobility and delivery competitors. Its robust revenue growth and narrowing losses also make it a more promising investment than Sea -- which desperately needs to find fresh ways to grow its sales again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220053696712872,"gmtCreate":1694754253439,"gmtModify":1694754255980,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ARM\">$Arm Holdings(ARM)$ &nbsp;</a> Another Vinfast&nbsp;pump and dump","listText":"<a href=\"https://ttm.financial/S/ARM\">$Arm Holdings(ARM)$ &nbsp;</a> Another Vinfast&nbsp;pump and dump","text":"$Arm Holdings(ARM)$ Another Vinfast pump and dump","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220053696712872","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214840955232272,"gmtCreate":1693488423777,"gmtModify":1693488428533,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Game too old not much people playing in Asia.&nbsp;In need new game from Garena to boost&nbsp;new revenue","listText":"Game too old not much people playing in Asia.&nbsp;In need new game from Garena to boost&nbsp;new revenue","text":"Game too old not much people playing in Asia. In need new game from Garena to boost new revenue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/214840955232272","repostId":"2363262553","repostType":2,"repost":{"id":"2363262553","kind":"highlight","pubTimestamp":1693481648,"share":"https://ttm.financial/m/news/2363262553?lang=&edition=fundamental","pubTime":"2023-08-31 19:34","market":"us","language":"en","title":"Sea Brings Back One of Its Top Game Titles in India After Ban","url":"https://stock-news.laohu8.com/highlight/detail?id=2363262553","media":"Bloomberg","summary":" -- Sea Ltd. is bringing back one of its top mobile games in India a year and a half after it was banned, a boon for the internet company’s effort to revive its growth.US Health Officials Urge Moving Pot to Lower-Risk Category. UBS Smashes Banking Record as It Absorbs Credit Suisse. Hong Kong to Shut Down City Before Super Typhoon Saola Hits. Singapore S$1 Billion Laundering ScandalEmbroils Its Banking Giants. Stocks Up Again in ‘Bad News Is Good News’ World: Markets Wrap. The relaunch is set to provide a boost for Singapore-based Sea, which is trying to reverse slowing sales growth amid intensifying competition. New Delhi in February 2022 banned Free Fire, at the time Sea’s most popular mobile gaming title in the country, citing security concerns because of its Chinese links. Weeks later, Sea said it would shut its main e-commerce operation in India, blaming “market uncertainties” for scuppering one of its more promising overseas endeavors.","content":"<html><head></head><body><p>(Bloomberg) -- <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>. is bringing back one of its top mobile games in India a year and a half after it was banned, a boon for the internet company’s effort to revive its growth.</p><p>Now called Free Fire India, the game will be available Sept. 5, Sea’s gaming arm, Garena, said Thursday in a statement. Partner Yotta, a unit of India’s Hiranandani Group, will provide infrastructure to store data of Indian users on local servers, Garena said.</p><p>The relaunch is set to provide a boost for Singapore-based Sea, which is trying to reverse slowing sales growth amid intensifying competition. New Delhi in February 2022 banned Free Fire, at the time Sea’s most popular mobile gaming title in the country, citing security concerns because of its Chinese links. Weeks later, Sea said it would shut its main e-commerce operation in India, blaming “market uncertainties” for scuppering one of its more promising overseas endeavors.</p><p>India has banned hundreds of Chinese apps in recent years, but the expansion of that policy to Sea last year took management and investors by surprise. Sea was founded by Forrest Li, who was born in China but is now a Singaporean citizen. China’s Tencent Holdings Ltd. is a shareholder in Sea.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Brings Back One of Its Top Game Titles in India After Ban</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\">\nSea Brings Back One of Its Top Game Titles in India After Ban\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-31 19:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-08-31/sea-brings-back-one-of-its-top-game-titles-in-india-after-ban?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Sea Ltd. is bringing back one of its top mobile games in India a year and a half after it was banned, a boon for the internet company’s effort to revive its growth.Now called Free Fire ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-08-31/sea-brings-back-one-of-its-top-game-titles-in-india-after-ban?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.bloomberg.com/news/articles/2023-08-31/sea-brings-back-one-of-its-top-game-titles-in-india-after-ban?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363262553","content_text":"(Bloomberg) -- Sea Ltd. is bringing back one of its top mobile games in India a year and a half after it was banned, a boon for the internet company’s effort to revive its growth.Now called Free Fire India, the game will be available Sept. 5, Sea’s gaming arm, Garena, said Thursday in a statement. Partner Yotta, a unit of India’s Hiranandani Group, will provide infrastructure to store data of Indian users on local servers, Garena said.The relaunch is set to provide a boost for Singapore-based Sea, which is trying to reverse slowing sales growth amid intensifying competition. New Delhi in February 2022 banned Free Fire, at the time Sea’s most popular mobile gaming title in the country, citing security concerns because of its Chinese links. Weeks later, Sea said it would shut its main e-commerce operation in India, blaming “market uncertainties” for scuppering one of its more promising overseas endeavors.India has banned hundreds of Chinese apps in recent years, but the expansion of that policy to Sea last year took management and investors by surprise. Sea was founded by Forrest Li, who was born in China but is now a Singaporean citizen. China’s Tencent Holdings Ltd. is a shareholder in Sea.","news_type":1},"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569713264180526","authorId":"3569713264180526","name":"PaladinSir","avatar":"https://static.tigerbbs.com/cab8fd813c652abf36d2c5f621d1fcaa","crmLevel":7,"crmLevelSwitch":1,"idStr":"3569713264180526","authorIdStr":"3569713264180526"},"content":"This type of games is multiplayer games with new patches, scenarios, skins, weopons every year. The more players, the better the revenue.","text":"This type of games is multiplayer games with new patches, scenarios, skins, weopons every year. The more players, the better the revenue.","html":"This type of games is multiplayer games with new patches, scenarios, skins, weopons every year. The more players, the better the revenue."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212859710099608,"gmtCreate":1693007637051,"gmtModify":1693007641564,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212859710099608","repostId":"1127116682","repostType":2,"repost":{"id":"1127116682","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1693002600,"share":"https://ttm.financial/m/news/1127116682?lang=&edition=fundamental","pubTime":"2023-08-26 06:30","market":"us","language":"en","title":"VinFast Soars Another 40%, Making It Most Valuable EV Start-Up Ever","url":"https://stock-news.laohu8.com/highlight/detail?id=1127116682","media":"Dow Jones","summary":"The unbelievable run for shares of Vietnamese electric-vehicle maker VinFast Auto continued Friday, making it the second-most valuable car stock on the planet, behind only Tesla.It is also the most va","content":"<html><head></head><body><p>The unbelievable run for shares of Vietnamese electric-vehicle maker VinFast Auto continued Friday, making it the second-most valuable car stock on the planet, behind only Tesla.</p><p style=\"text-align: start;\">It is also the most valuable EV start-up ever. Management might want to consider taking advantge of the high price.</p><p>While the world was watching Nvidia (ticker: NVDA) stock trade after its second-quarter earnings report, VinFast shares rose 32% Thursday, closing at $49. With about 2.3 billion shares outstanding, that gave the company a market capitalization of about $114 billion, more than Ford Motor (F), General Motors (GM), and Stellantis (STLA) combined.</p><p>Nvidia stock added roughly $5 billion in market value Thursday. VinFast added about $28 billion.</p><p>VinFast shares were up again, a lot, on Friday, jumping 40.4% to $68.77 a share. The S&amp;P 500 and Nasdaq Composite were up 0.7% and 0.9%, respectively. At over $68 a share, VinFast’s market capitalization is about $159 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48f4f4d82b15e3e919ff109571255d4d\" tg-width=\"498\" tg-height=\"628\"/></p><p>That makes shares worth more than any EV start-up, ever. Rivian Automotive (RIVN) was worth $153 billion at the prior high mark in November 2021. Rivian shares are worth about $19 billion now.</p><p style=\"text-align: start;\">VinFast shares are also worth more than Porsche (P911. Germany), which is worth about $100 billion. It is comfortably ahead of the second-largest maker of battery-electric vehicles, or BEVs, on the planet, BYD (1211. Hong Kong), which is worth about $92 billion.</p><p style=\"text-align: start;\">Only Tesla (TSLA), the largest producer of BEVs, is worth more. Tesla’s market cap is about $720 billion. Tesla passed $150 billion in market cap in early 2020, roughly 17 years after its founding and long after it had ceased to be a start-up. Tesla’s market cap was about $2 billion at the time of its 2010 IPO.</p><p style=\"text-align: start;\">The deal VinFast management struck to bring the company public valued the stock at roughly $23 billion. Few saw the huge gains coming.</p><p style=\"text-align: start;\">One thing a high stock price can do is provide the opportunity to raise capital. VinFast doesn’t produce free cash flow yet and will need more money from external sources to build its business. The company didn’t immediately respond to a request for comment about its plans for raising cash.</p><p style=\"text-align: start;\">One problem with raising capital with a rapidly rising stock is that it can be a catalyst for the price to fall. If VinFast was to raise $1 billion by selling roughly 20 million shares, it would have to place those 20 million shares with investors. That would be significant because only about 17 million shares are available for trading following the merger with a special-purpose acquisition company that brought VinFast public. Most are held by insiders.</p><p style=\"text-align: start;\">That 17 million figure is one reason shares are up so much. Less than $1 billion worth of stock is actively bought and sold. That is small enough to be influenced by traders.</p><p style=\"text-align: start;\">There is lots of action. More than 40 million shares have traded over the past three sessions. That puts the average holding period for a trader, or investor, in the stock at about 1.3 days.</p><p style=\"text-align: start;\">Short sellers are one kind of trader. They borrow stock they don’t own and sell it, betting on price declines. Early short sellers haven’t made out well.</p><p style=\"text-align: start;\">S3 Partners managing partner Ihor Dusaniwsky told <em>Barron’s</em> there were roughly 1.2 million shares sold short just after the SPAC merger closed. Those short sellers are down in the range of $20 million. That number, however, is only an abstraction. The traders could have bought and sold stock many times since then.</p><p style=\"text-align: start;\">Shorts, it seems, have run for the hills. Dusaniwsky told <em>Barron’s</em> Friday that there are only about 100,000 shares short now. If traders were trying to force a short squeeze, it has already happened.</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>VinFast Soars Another 40%, Making It Most Valuable EV Start-Up Ever</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\">\nVinFast Soars Another 40%, Making It Most Valuable EV Start-Up Ever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-08-26 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The unbelievable run for shares of Vietnamese electric-vehicle maker VinFast Auto continued Friday, making it the second-most valuable car stock on the planet, behind only Tesla.</p><p style=\"text-align: start;\">It is also the most valuable EV start-up ever. Management might want to consider taking advantge of the high price.</p><p>While the world was watching Nvidia (ticker: NVDA) stock trade after its second-quarter earnings report, VinFast shares rose 32% Thursday, closing at $49. With about 2.3 billion shares outstanding, that gave the company a market capitalization of about $114 billion, more than Ford Motor (F), General Motors (GM), and Stellantis (STLA) combined.</p><p>Nvidia stock added roughly $5 billion in market value Thursday. VinFast added about $28 billion.</p><p>VinFast shares were up again, a lot, on Friday, jumping 40.4% to $68.77 a share. The S&amp;P 500 and Nasdaq Composite were up 0.7% and 0.9%, respectively. At over $68 a share, VinFast’s market capitalization is about $159 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48f4f4d82b15e3e919ff109571255d4d\" tg-width=\"498\" tg-height=\"628\"/></p><p>That makes shares worth more than any EV start-up, ever. Rivian Automotive (RIVN) was worth $153 billion at the prior high mark in November 2021. Rivian shares are worth about $19 billion now.</p><p style=\"text-align: start;\">VinFast shares are also worth more than Porsche (P911. Germany), which is worth about $100 billion. It is comfortably ahead of the second-largest maker of battery-electric vehicles, or BEVs, on the planet, BYD (1211. Hong Kong), which is worth about $92 billion.</p><p style=\"text-align: start;\">Only Tesla (TSLA), the largest producer of BEVs, is worth more. Tesla’s market cap is about $720 billion. Tesla passed $150 billion in market cap in early 2020, roughly 17 years after its founding and long after it had ceased to be a start-up. Tesla’s market cap was about $2 billion at the time of its 2010 IPO.</p><p style=\"text-align: start;\">The deal VinFast management struck to bring the company public valued the stock at roughly $23 billion. Few saw the huge gains coming.</p><p style=\"text-align: start;\">One thing a high stock price can do is provide the opportunity to raise capital. VinFast doesn’t produce free cash flow yet and will need more money from external sources to build its business. The company didn’t immediately respond to a request for comment about its plans for raising cash.</p><p style=\"text-align: start;\">One problem with raising capital with a rapidly rising stock is that it can be a catalyst for the price to fall. If VinFast was to raise $1 billion by selling roughly 20 million shares, it would have to place those 20 million shares with investors. That would be significant because only about 17 million shares are available for trading following the merger with a special-purpose acquisition company that brought VinFast public. Most are held by insiders.</p><p style=\"text-align: start;\">That 17 million figure is one reason shares are up so much. Less than $1 billion worth of stock is actively bought and sold. That is small enough to be influenced by traders.</p><p style=\"text-align: start;\">There is lots of action. More than 40 million shares have traded over the past three sessions. That puts the average holding period for a trader, or investor, in the stock at about 1.3 days.</p><p style=\"text-align: start;\">Short sellers are one kind of trader. They borrow stock they don’t own and sell it, betting on price declines. Early short sellers haven’t made out well.</p><p style=\"text-align: start;\">S3 Partners managing partner Ihor Dusaniwsky told <em>Barron’s</em> there were roughly 1.2 million shares sold short just after the SPAC merger closed. Those short sellers are down in the range of $20 million. That number, however, is only an abstraction. The traders could have bought and sold stock many times since then.</p><p style=\"text-align: start;\">Shorts, it seems, have run for the hills. Dusaniwsky told <em>Barron’s</em> Friday that there are only about 100,000 shares short now. If traders were trying to force a short squeeze, it has already happened.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VFS":"VinFast Auto"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127116682","content_text":"The unbelievable run for shares of Vietnamese electric-vehicle maker VinFast Auto continued Friday, making it the second-most valuable car stock on the planet, behind only Tesla.It is also the most valuable EV start-up ever. Management might want to consider taking advantge of the high price.While the world was watching Nvidia (ticker: NVDA) stock trade after its second-quarter earnings report, VinFast shares rose 32% Thursday, closing at $49. With about 2.3 billion shares outstanding, that gave the company a market capitalization of about $114 billion, more than Ford Motor (F), General Motors (GM), and Stellantis (STLA) combined.Nvidia stock added roughly $5 billion in market value Thursday. VinFast added about $28 billion.VinFast shares were up again, a lot, on Friday, jumping 40.4% to $68.77 a share. The S&P 500 and Nasdaq Composite were up 0.7% and 0.9%, respectively. At over $68 a share, VinFast’s market capitalization is about $159 billion.That makes shares worth more than any EV start-up, ever. Rivian Automotive (RIVN) was worth $153 billion at the prior high mark in November 2021. Rivian shares are worth about $19 billion now.VinFast shares are also worth more than Porsche (P911. Germany), which is worth about $100 billion. It is comfortably ahead of the second-largest maker of battery-electric vehicles, or BEVs, on the planet, BYD (1211. Hong Kong), which is worth about $92 billion.Only Tesla (TSLA), the largest producer of BEVs, is worth more. Tesla’s market cap is about $720 billion. Tesla passed $150 billion in market cap in early 2020, roughly 17 years after its founding and long after it had ceased to be a start-up. Tesla’s market cap was about $2 billion at the time of its 2010 IPO.The deal VinFast management struck to bring the company public valued the stock at roughly $23 billion. Few saw the huge gains coming.One thing a high stock price can do is provide the opportunity to raise capital. VinFast doesn’t produce free cash flow yet and will need more money from external sources to build its business. The company didn’t immediately respond to a request for comment about its plans for raising cash.One problem with raising capital with a rapidly rising stock is that it can be a catalyst for the price to fall. If VinFast was to raise $1 billion by selling roughly 20 million shares, it would have to place those 20 million shares with investors. That would be significant because only about 17 million shares are available for trading following the merger with a special-purpose acquisition company that brought VinFast public. Most are held by insiders.That 17 million figure is one reason shares are up so much. Less than $1 billion worth of stock is actively bought and sold. That is small enough to be influenced by traders.There is lots of action. More than 40 million shares have traded over the past three sessions. That puts the average holding period for a trader, or investor, in the stock at about 1.3 days.Short sellers are one kind of trader. They borrow stock they don’t own and sell it, betting on price declines. Early short sellers haven’t made out well.S3 Partners managing partner Ihor Dusaniwsky told Barron’s there were roughly 1.2 million shares sold short just after the SPAC merger closed. Those short sellers are down in the range of $20 million. That number, however, is only an abstraction. The traders could have bought and sold stock many times since then.Shorts, it seems, have run for the hills. Dusaniwsky told Barron’s Friday that there are only about 100,000 shares short now. If traders were trying to force a short squeeze, it has already happened.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212258629410880,"gmtCreate":1692852020832,"gmtModify":1692852027786,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Will miracle going to save&nbsp;the company?","listText":"Will miracle going to save&nbsp;the company?","text":"Will miracle going to save the company?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212258629410880","repostId":"2361767212","repostType":4,"repost":{"id":"2361767212","kind":"highlight","pubTimestamp":1692848472,"share":"https://ttm.financial/m/news/2361767212?lang=&edition=fundamental","pubTime":"2023-08-24 11:41","market":"us","language":"en","title":"WeWork Said to Hire Advisors for Restructuring Advice Amid Going Concern Doubt","url":"https://stock-news.laohu8.com/highlight/detail?id=2361767212","media":"Seekingalpha","summary":"WeWork (NYSE:WE) has tapped advisors Hilco Global, Alvarez & Marshal and Kirkland & Ellis for restructuring advice as the flexible office space company has raised \"substantial doubt\" about its ability","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/WE\">WeWork</a> (NYSE: WE) has tapped advisors Hilco Global, Alvarez &amp; Marshal and Kirkland &amp; Ellis for restructuring advice as the flexible office space company has raised &#34;substantial doubt&#34; about its ability to stay in business, Bloomberg reported Wednesday, citing people with knowledge of the matter.</p><p>WE dipped 5.93% on Wednesday. The stock has roughly halved since the moments before revealing to investors its viability doubt on August 8. In the last year, WE plunged nearly 100% as the company&#39;s financial performance has fared poorly and its debt has fallen into distress territory.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d18cbe325aba2e5e354cfbbc4c596e54\" tg-width=\"598\" tg-height=\"608\"/></p><p>The co-working behemoth wants to stave off Chapter 11 bankruptcy protection and restructure its heavy debt load out of court, one of the people told Bloomberg, noting that avoiding a bankruptcy filing will largely depend on whether it can end or renegotiate a large portion of its leases in more costly markets.</p><p>Earlier on Wednesday, WeWork (WE) said the New York Stock Exchange has suspended trading of its warrants and has started proceedings to delist the warrants from the exchange in the wake of &#34;abnormally low&#34; trading price levels.</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>WeWork Said to Hire Advisors for Restructuring Advice Amid Going Concern Doubt</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\">\nWeWork Said to Hire Advisors for Restructuring Advice Amid Going Concern Doubt\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-24 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4005641-wework-said-to-hire-advisors-for-restructuring-advice-amid-going-concern-doubt><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WeWork (NYSE: WE) has tapped advisors Hilco Global, Alvarez & Marshal and Kirkland & Ellis for restructuring advice as the flexible office space company has raised \"substantial doubt\" about its ...</p>\n\n<a href=\"https://seekingalpha.com/news/4005641-wework-said-to-hire-advisors-for-restructuring-advice-amid-going-concern-doubt\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/4005641-wework-said-to-hire-advisors-for-restructuring-advice-amid-going-concern-doubt","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2361767212","content_text":"WeWork (NYSE: WE) has tapped advisors Hilco Global, Alvarez & Marshal and Kirkland & Ellis for restructuring advice as the flexible office space company has raised \"substantial doubt\" about its ability to stay in business, Bloomberg reported Wednesday, citing people with knowledge of the matter.WE dipped 5.93% on Wednesday. The stock has roughly halved since the moments before revealing to investors its viability doubt on August 8. In the last year, WE plunged nearly 100% as the company's financial performance has fared poorly and its debt has fallen into distress territory.The co-working behemoth wants to stave off Chapter 11 bankruptcy protection and restructure its heavy debt load out of court, one of the people told Bloomberg, noting that avoiding a bankruptcy filing will largely depend on whether it can end or renegotiate a large portion of its leases in more costly markets.Earlier on Wednesday, WeWork (WE) said the New York Stock Exchange has suspended trading of its warrants and has started proceedings to delist the warrants from the exchange in the wake of \"abnormally low\" trading price levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199313397985480,"gmtCreate":1689695951388,"gmtModify":1689695954879,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"ARK got Teladoc shares. Can buy some.","listText":"ARK got Teladoc shares. Can buy some.","text":"ARK got Teladoc shares. Can buy some.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199313397985480","repostId":"1125363469","repostType":2,"repost":{"id":"1125363469","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1689689083,"share":"https://ttm.financial/m/news/1125363469?lang=&edition=fundamental","pubTime":"2023-07-18 22:04","market":"us","language":"en","title":"Teladoc Stock Pops 4.65% As Company Partners With Microsoft on AI","url":"https://stock-news.laohu8.com/highlight/detail?id=1125363469","media":"Tiger Newspress","summary":"$Teladoc Health $ is expanding a partnership with $Microsoft $ to use the tech giant's artificial intelligence services to automate clinical documentation on its telehealth platform.$Teladoc Health $ stock jumps over 4.65% in morning trading.The integration of AI services including Microsoft's OpenAI, owner of viral chatbot ChatGPT, will help ease the burden on healthcare staff during virtual exams, Teladoc said on Tuesday.The companies have been collaborating since the height of the COVID-19 pa","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TDOC\">Teladoc Health </a> is expanding a partnership with <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> to use the tech giant&#39;s artificial intelligence services to automate clinical documentation on its telehealth platform.</p><p><a href=\"https://laohu8.com/S/TDOC\">Teladoc Health </a> stock jumps over 4.65% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d93a0dc5f9a2e6dee8d3155189b1754\" tg-width=\"789\" tg-height=\"631\"/></p><p>The integration of AI services including Microsoft&#39;s OpenAI, owner of viral chatbot ChatGPT, will help ease the burden on healthcare staff during virtual exams, Teladoc said on Tuesday.</p><p style=\"text-align: start;\">The companies have been collaborating since the height of the COVID-19 pandemic in 2021, wherein Teladoc integrated its Solo virtual healthcare platform into Microsoft Teams.</p><p>Teladoc will now also use Microsoft&#39;s Nuance Dragon Ambient eXperience, an AI-powered voice-enabled solution that uses the GPT4 AI service, to automatically document patient encounters, the telehealth company said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Teladoc Stock Pops 4.65% As Company Partners With Microsoft on AI</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\">\nTeladoc Stock Pops 4.65% As Company Partners With Microsoft on AI\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\">2023-07-18 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TDOC\">Teladoc Health </a> is expanding a partnership with <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> to use the tech giant&#39;s artificial intelligence services to automate clinical documentation on its telehealth platform.</p><p><a href=\"https://laohu8.com/S/TDOC\">Teladoc Health </a> stock jumps over 4.65% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d93a0dc5f9a2e6dee8d3155189b1754\" tg-width=\"789\" tg-height=\"631\"/></p><p>The integration of AI services including Microsoft&#39;s OpenAI, owner of viral chatbot ChatGPT, will help ease the burden on healthcare staff during virtual exams, Teladoc said on Tuesday.</p><p style=\"text-align: start;\">The companies have been collaborating since the height of the COVID-19 pandemic in 2021, wherein Teladoc integrated its Solo virtual healthcare platform into Microsoft Teams.</p><p>Teladoc will now also use Microsoft&#39;s Nuance Dragon Ambient eXperience, an AI-powered voice-enabled solution that uses the GPT4 AI service, to automatically document patient encounters, the telehealth company said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","TDOC":"Teladoc Health Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125363469","content_text":"Teladoc Health  is expanding a partnership with Microsoft  to use the tech giant's artificial intelligence services to automate clinical documentation on its telehealth platform.Teladoc Health  stock jumps over 4.65% in morning trading.The integration of AI services including Microsoft's OpenAI, owner of viral chatbot ChatGPT, will help ease the burden on healthcare staff during virtual exams, Teladoc said on Tuesday.The companies have been collaborating since the height of the COVID-19 pandemic in 2021, wherein Teladoc integrated its Solo virtual healthcare platform into Microsoft Teams.Teladoc will now also use Microsoft's Nuance Dragon Ambient eXperience, an AI-powered voice-enabled solution that uses the GPT4 AI service, to automatically document patient encounters, the telehealth company said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970767352,"gmtCreate":1684996962576,"gmtModify":1684996967301,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Buy buy rocket 🚀 to the moon","listText":"Buy buy rocket 🚀 to the moon","text":"Buy buy rocket 🚀 to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970767352","repostId":"2337928061","repostType":2,"repost":{"id":"2337928061","kind":"highlight","pubTimestamp":1684981290,"share":"https://ttm.financial/m/news/2337928061?lang=&edition=fundamental","pubTime":"2023-05-25 10:21","market":"us","language":"en","title":"7 AI Stocks to Make You the Millionaire Next Door","url":"https://stock-news.laohu8.com/highlight/detail?id=2337928061","media":"InvestorPlace","summary":"Microsoft (MSFT): Has laid down the gauntlet in the AI space, positioning itself for amazing long-te","content":"<html><head></head><body><ul><li><p><strong>Microsoft</strong> (<strong>MSFT</strong>): Has laid down the gauntlet in the AI space, positioning itself for amazing long-term success ahead.</p></li><li><p><strong>Alphabet</strong> (<strong>GOOG</strong>, <strong>GOOGL</strong>): Google remains untouched as the top search engine handling more than 93% of search queries.</p></li><li><p><strong>Baidu</strong> (<strong>BIDU</strong>): ERNIE is touted as the most effective AI chatbot out there.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/578f2f0b62413f3eec281f7e9756de97\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: everything possible / Shutterstock.com</p><p>Artificial Intelligence is far more than a fleeting trend. And savvy investors really shouldn’t miss out. At the moment, we are on the brink of an AI revolution, and it’s quickly redefining our world and powering an array of solutions from language processing to visual perception, reasoning, planning, and whatnot. This dynamic transformation reveals an intriguing horizon, swarming with the best AI stocks for millionaires.</p><p>A multitude of new AI technologies are entering the market, suggesting that we’re merely looking at the tip of the iceberg. As AI matures, promising opportunities present themselves to investors with a keen eye on the future. It’s the perfect storm for those considering investing in AI stocks. Given this backdrop, focusing on the top AI stocks to buy is imperative. These high-potential contenders hold the power to drive exceptional long-term growth in your portfolio, creating millionaires along the way.</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>MSFT</strong></p></td><td style=\"text-align:left;\"><p>Microsoft</p></td><td style=\"text-align:left;\"><p>$315.26</p></td></tr><tr><td style=\"text-align:left;\"><p><strong><u>GOOG GOOGL</u></strong></p></td><td style=\"text-align:left;\"><p>Alphabet</p></td><td style=\"text-align:left;\"><p>$123.29</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>BIDU</strong></p></td><td style=\"text-align:left;\"><p>Baidu</p></td><td style=\"text-align:left;\"><p>$121.56</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>AI</strong></p></td><td style=\"text-align:left;\"><p>C3.AI</p></td><td style=\"text-align:left;\"><p>$27.16</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>UPST</strong></p></td><td style=\"text-align:left;\"><p>Upstart Holdings</p></td><td style=\"text-align:left;\"><p>$25.98</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>SOUN</strong></p></td><td style=\"text-align:left;\"><p>SoundHound AI</p></td><td style=\"text-align:left;\"><p>$2.93</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>INTU</strong></p></td><td style=\"text-align:left;\"><p>Intuit</p></td><td style=\"text-align:left;\"><p>$449.80</p></td></tr></tbody></table><h2></h2><h2>Microsoft (MSFT)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2946ee1d4bc9f2ac19eea55f0f2a90d\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Gmx Pixel / Shutterstock.com</p><p>Renowned tech giant <strong>Microsoft</strong> (NASDAQ:<strong>MSFT</strong>) is riding the AI wave to remarkable new heights. Its collaboration with OpenAI has generated a significant buzz this year, making it one of the most enticing AI stocks to buy.</p><p>Microsoft’s affiliation with OpenAI and its groundbreaking AI technology is a major long-term catalyst for the business. Since initiating its investment in OpenAI in 2019, Microsoft has been effectively developing innovative AI tools such as ChatGPT and DALL-E 2. These tools effectively transform the AI landscape, helping Microsoft amplify its services, particularly in its Azure division.</p><p>Additionally, Microsoft has been utilizing generative AI to enhance its products and services. Bing, for instance, is making significant strides in challenging Google’s market dominance. And with its recent unveiling of Dynamics 365 Copilot, a pioneering endeavor that brings “next-generation AI to every line of business.”</p><h2>Alphabet (GOOG, GOOGL)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3062c6294f3425b6bb18e2d09e16488d\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: whiteMocca / Shutterstock.com</p><p><strong>Alphabet</strong> (NASDAQ:<strong>GOOG</strong>, NASDAQ:<strong>GOOGL</strong>) recently dazzled the market with its robust AI tools, aiming to make its search engines more conversational to compete with the ever-evolving market demand.</p><p>In an intriguing twist, Elon Musk lauded Alphabet’s AI technology ability in a recent CNBC interview, suggesting it could go head-to-head with OpenAI’s renowned ChatGPT. Yet, amidst all the buzz around ChatGPT, Google continues its unchallenged reign in the search engine domain, dominating more than 93% of all search queries. While Bing is making strides, Google’s formidable market share remains unscathed.</p><p>Furthermore, Google’s financial performance continues to impress, with its first-quarter earnings surpassing analyst expectations. Revenue forecasts were comfortably ahead of estimates by $982 million, reinforcing the case for considering Alphabet as a leading investment choice for those riding the AI wave.</p><h2>Baidu (BIDU)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54922ca8244b56d5183b148e52372890\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Phonlamai Photo / Shutterstock.com</p><p><strong>Baidu</strong> (NASDAQ:<strong>BIDU</strong>) is a leading investment prospect worth considering, asserting its dominance for those eyeing AI. The company has proven to be a beacon of innovation; Baidu’s value lies in its forays into AI-infused search platforms and autonomous driving units.</p><p>Earlier this year, Baidu jumped onto the AI stage with its powerful ERNIE Bot, a marvel of a chatbot that effectively promises to shake up human-machine interactions. ERNIE’s knowledge-enhanced large language model excels at understanding human intentions and delivering precise, accurate, and fluent responses that eerily mirror human interaction.</p><p>Further sweetening the deal, Baidu’s cloud business has turned a corner, achieving profitability for the first time in eight years, all set for an ERNIE Bot-powered transformation. With Baidu asserting ERNIE’s infallibility, investors would want to keep their eyes on this rising AI star.</p><h2>C3.ai (AI)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4f3598978f00e5482f376c8443158f6\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: shutterstock.com/YAKOBCHUK V</p><p>Positioning itself as a robust contender in the AI field, <strong>C3.ai</strong> (NYSE:<strong>AI</strong>) stands out with its distinctive blend of innovation and agility. The firm operates in a highly competitive software-as-a-service (SaaS) market, with its AI-driven enterprise applications presenting an exciting long-term opportunity.</p><p>The company is distinguished by its robust business strategy, aiming to harness the power of AI’s upward trajectory effectively. At the heart of the firm’s robust long-term outlook is a bold estimation from the firm’s CEO of an impending $600 billion AI software market. Furthermore, the company’s growing appeal and strategic business model signal its readiness to capitalize on the AI boom effectively. However, investors should be mindful of the potential volatility that naturally accompanies investments in a fast-evolving sector.</p><h2>Upstart Holdings (UPST)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d35fc64484733043b6cdd9cde45d17bc\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: shutterstock.com/Den Rise</p><p><strong>Upstart Holdings</strong> (NASDAQ:<strong>UPST</strong>) has carved a niche during the pandemic with its innovative AI lending platform. However, the current economic climate, marked by rising interest rates, has effectively cast a shadow over its momentum. Yet, with a business landscape as dynamic as ever, the question remains, when will banks unleash their lending potential again.</p><p>Upstart revenue and earnings beats on both lines despite facing massive headwinds at this time. Following the release of these results, the company’s shares jumped by an astonishing 35% in one day, underpinned by an upbeat Q2 revenue forecast of $135 million and break-even EBITDA predictions ahead of analyst expectations.</p><p>Upstart’s optimistic outlook signals a marked improvement in its current valuation. With UPST stock trading under four times forward sales, it is likely to snap back and blow past 52-week high prices.</p><h2>SoundHound (SOUN)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13f13ad3637ff1c33968db7a3552a322\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: shutterstock.com/Tex vector</p><p>Conversational AI is making waves, and <strong>SoundHound</strong> (NASDAQ:<strong>SOUN</strong>) is arguably the best wager on this burgeoning market. SoundHound AI is banking on the promise of conversing and comprehending like a human, effectively revolutionizing the way we interact with technology. Hence, it’s effectively bridging the gulf between human conversation and machine comprehension.</p><p>Furthermore, the firm is effectively casting a wider net with strategic partnerships in the automotive industry. The firm believes that 90% of new cars will have voice assistants, and its collaboration with customer engagement platform, Airmeez brings us one step closer to that reality. Sure, SoundHound, a relative newcomer since its 2022 SPAC debut, is still in the red. Yet, with over $30 million in revenue already, and the prospect of turning a profit by 2025, this emerging AI star is one to watch.</p><h2>Intuit (INTU)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad58db18e556cc6aafee2030fcc2c7c8\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Shutterstock</p><p><strong>Intuit</strong> (NASDAQ:<strong>INTU</strong>) is known for its popular tax preparation and financial management software that is used for effective decision-making, compliance rules coding, and expanding user-product interaction. It aims to deliver prosperity and improved outcomes to its customer base of over 100 million through AI-based insights and expert platforms.</p><p>Intuit has successfully reimagined its role in the ever-growing gig economy. Moreover, it’s making a splash in the generative AI sphere. It won’t be long before it adds generative AI features to its robust software stack, potentially becoming a game-changer for its users. Over the years, it has amassed a massive data bank, which positions it for robust long-term AI gains.</p><p>Over a five-year period, revenue growth for the firm has averaged a remarkable 20.4%, while its EBITDA has grown by more than 15.6%. Year-over-year numbers remain as impressive as ever, which paints a promising long-term picture for the firm.</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>7 AI Stocks to Make You the Millionaire Next Door</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 AI Stocks to Make You the Millionaire Next Door\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-25 10:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/05/7-ai-stocks-to-make-you-the-millionaire-next-door/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT): Has laid down the gauntlet in the AI space, positioning itself for amazing long-term success ahead.Alphabet (GOOG, GOOGL): Google remains untouched as the top search engine handling ...</p>\n\n<a href=\"https://investorplace.com/2023/05/7-ai-stocks-to-make-you-the-millionaire-next-door/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4534":"瑞士信贷持仓","MSFT":"微软","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4553":"喜马拉雅资本持仓","BK4561":"索罗斯持仓","BK4552":"Archegos爆仓风波概念","INTU":"财捷","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4077":"互动媒体与服务","SOUN":"SoundHound AI Inc","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4538":"云计算","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4550":"红杉资本持仓","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4567":"ESG概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","AI":"C3.ai, Inc.","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4526":"热门中概股","GOOG":"谷歌","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","BK4579":"人工智能","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BIDU":"百度","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4574":"无人驾驶","UPST":"Upstart Holdings, Inc.","LU2063271972.USD":"富兰克林创新领域基金","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD"},"source_url":"https://investorplace.com/2023/05/7-ai-stocks-to-make-you-the-millionaire-next-door/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337928061","content_text":"Microsoft (MSFT): Has laid down the gauntlet in the AI space, positioning itself for amazing long-term success ahead.Alphabet (GOOG, GOOGL): Google remains untouched as the top search engine handling more than 93% of search queries.Baidu (BIDU): ERNIE is touted as the most effective AI chatbot out there.Source: everything possible / Shutterstock.comArtificial Intelligence is far more than a fleeting trend. And savvy investors really shouldn’t miss out. At the moment, we are on the brink of an AI revolution, and it’s quickly redefining our world and powering an array of solutions from language processing to visual perception, reasoning, planning, and whatnot. This dynamic transformation reveals an intriguing horizon, swarming with the best AI stocks for millionaires.A multitude of new AI technologies are entering the market, suggesting that we’re merely looking at the tip of the iceberg. As AI matures, promising opportunities present themselves to investors with a keen eye on the future. It’s the perfect storm for those considering investing in AI stocks. Given this backdrop, focusing on the top AI stocks to buy is imperative. These high-potential contenders hold the power to drive exceptional long-term growth in your portfolio, creating millionaires along the way.MSFTMicrosoft$315.26GOOG GOOGLAlphabet$123.29BIDUBaidu$121.56AIC3.AI$27.16UPSTUpstart Holdings$25.98SOUNSoundHound AI$2.93INTUIntuit$449.80Microsoft (MSFT)Source: Gmx Pixel / Shutterstock.comRenowned tech giant Microsoft (NASDAQ:MSFT) is riding the AI wave to remarkable new heights. Its collaboration with OpenAI has generated a significant buzz this year, making it one of the most enticing AI stocks to buy.Microsoft’s affiliation with OpenAI and its groundbreaking AI technology is a major long-term catalyst for the business. Since initiating its investment in OpenAI in 2019, Microsoft has been effectively developing innovative AI tools such as ChatGPT and DALL-E 2. These tools effectively transform the AI landscape, helping Microsoft amplify its services, particularly in its Azure division.Additionally, Microsoft has been utilizing generative AI to enhance its products and services. Bing, for instance, is making significant strides in challenging Google’s market dominance. And with its recent unveiling of Dynamics 365 Copilot, a pioneering endeavor that brings “next-generation AI to every line of business.”Alphabet (GOOG, GOOGL)Source: whiteMocca / Shutterstock.comAlphabet (NASDAQ:GOOG, NASDAQ:GOOGL) recently dazzled the market with its robust AI tools, aiming to make its search engines more conversational to compete with the ever-evolving market demand.In an intriguing twist, Elon Musk lauded Alphabet’s AI technology ability in a recent CNBC interview, suggesting it could go head-to-head with OpenAI’s renowned ChatGPT. Yet, amidst all the buzz around ChatGPT, Google continues its unchallenged reign in the search engine domain, dominating more than 93% of all search queries. While Bing is making strides, Google’s formidable market share remains unscathed.Furthermore, Google’s financial performance continues to impress, with its first-quarter earnings surpassing analyst expectations. Revenue forecasts were comfortably ahead of estimates by $982 million, reinforcing the case for considering Alphabet as a leading investment choice for those riding the AI wave.Baidu (BIDU)Source: Phonlamai Photo / Shutterstock.comBaidu (NASDAQ:BIDU) is a leading investment prospect worth considering, asserting its dominance for those eyeing AI. The company has proven to be a beacon of innovation; Baidu’s value lies in its forays into AI-infused search platforms and autonomous driving units.Earlier this year, Baidu jumped onto the AI stage with its powerful ERNIE Bot, a marvel of a chatbot that effectively promises to shake up human-machine interactions. ERNIE’s knowledge-enhanced large language model excels at understanding human intentions and delivering precise, accurate, and fluent responses that eerily mirror human interaction.Further sweetening the deal, Baidu’s cloud business has turned a corner, achieving profitability for the first time in eight years, all set for an ERNIE Bot-powered transformation. With Baidu asserting ERNIE’s infallibility, investors would want to keep their eyes on this rising AI star.C3.ai (AI)Source: shutterstock.com/YAKOBCHUK VPositioning itself as a robust contender in the AI field, C3.ai (NYSE:AI) stands out with its distinctive blend of innovation and agility. The firm operates in a highly competitive software-as-a-service (SaaS) market, with its AI-driven enterprise applications presenting an exciting long-term opportunity.The company is distinguished by its robust business strategy, aiming to harness the power of AI’s upward trajectory effectively. At the heart of the firm’s robust long-term outlook is a bold estimation from the firm’s CEO of an impending $600 billion AI software market. Furthermore, the company’s growing appeal and strategic business model signal its readiness to capitalize on the AI boom effectively. However, investors should be mindful of the potential volatility that naturally accompanies investments in a fast-evolving sector.Upstart Holdings (UPST)Source: shutterstock.com/Den RiseUpstart Holdings (NASDAQ:UPST) has carved a niche during the pandemic with its innovative AI lending platform. However, the current economic climate, marked by rising interest rates, has effectively cast a shadow over its momentum. Yet, with a business landscape as dynamic as ever, the question remains, when will banks unleash their lending potential again.Upstart revenue and earnings beats on both lines despite facing massive headwinds at this time. Following the release of these results, the company’s shares jumped by an astonishing 35% in one day, underpinned by an upbeat Q2 revenue forecast of $135 million and break-even EBITDA predictions ahead of analyst expectations.Upstart’s optimistic outlook signals a marked improvement in its current valuation. With UPST stock trading under four times forward sales, it is likely to snap back and blow past 52-week high prices.SoundHound (SOUN)Source: shutterstock.com/Tex vectorConversational AI is making waves, and SoundHound (NASDAQ:SOUN) is arguably the best wager on this burgeoning market. SoundHound AI is banking on the promise of conversing and comprehending like a human, effectively revolutionizing the way we interact with technology. Hence, it’s effectively bridging the gulf between human conversation and machine comprehension.Furthermore, the firm is effectively casting a wider net with strategic partnerships in the automotive industry. The firm believes that 90% of new cars will have voice assistants, and its collaboration with customer engagement platform, Airmeez brings us one step closer to that reality. Sure, SoundHound, a relative newcomer since its 2022 SPAC debut, is still in the red. Yet, with over $30 million in revenue already, and the prospect of turning a profit by 2025, this emerging AI star is one to watch.Intuit (INTU)Source: ShutterstockIntuit (NASDAQ:INTU) is known for its popular tax preparation and financial management software that is used for effective decision-making, compliance rules coding, and expanding user-product interaction. It aims to deliver prosperity and improved outcomes to its customer base of over 100 million through AI-based insights and expert platforms.Intuit has successfully reimagined its role in the ever-growing gig economy. Moreover, it’s making a splash in the generative AI sphere. It won’t be long before it adds generative AI features to its robust software stack, potentially becoming a game-changer for its users. Over the years, it has amassed a massive data bank, which positions it for robust long-term AI gains.Over a five-year period, revenue growth for the firm has averaged a remarkable 20.4%, while its EBITDA has grown by more than 15.6%. Year-over-year numbers remain as impressive as ever, which paints a promising long-term picture for the firm.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947723619,"gmtCreate":1683627979831,"gmtModify":1683627984509,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Well said","listText":"Well said","text":"Well said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947723619","repostId":"2334210350","repostType":2,"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957396089,"gmtCreate":1676981201242,"gmtModify":1676981205487,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957396089","repostId":"2312715555","repostType":2,"repost":{"id":"2312715555","kind":"highlight","pubTimestamp":1676966444,"share":"https://ttm.financial/m/news/2312715555?lang=&edition=fundamental","pubTime":"2023-02-21 16:00","market":"us","language":"en","title":"3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2312715555","media":"Motley Fool","summary":"Growth stocks are hot again. Here are three worth owning for the next 10 years.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>AMD will benefit from several secular tailwinds over the next decade.</li><li>Pinterest offers a unique twist on social media that should prove mouthwatering to advertisers.</li><li>Amazon will likely surpass Walmart as the largest American company by revenue during the next decade.</li></ul><p>Don&#39;t call it a comeback, but after suffering through a terrible 2022, growth stocks are leading the market higher. Consider the year-to-date performance between the <b><a href=\"https://laohu8.com/S/VTV\">Vanguard Value ETF</a></b> and the <b>Vanguard Growth ETF</b> to see how growth has outperformed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43bda1387aa2dd0dac12aa4bc9f5e075\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>VTV Total Return Level data by YCharts</span></p><p>Of course, it&#39;s not enough to notice that growth stocks have got their mojo back -- you need to know which ones to target for your portfolio. So let&#39;s examine three breakout growth stocks I think are worth owning for the next decade --<i>or longer</i>.</p><h2>1. Advanced Micro Devices</h2><p>The first breakout growth stock worth buying and holding for the next decade is<b>Advanced Micro Devices</b> (AMD -1.97%).</p><p>Why AMD? Well, for starters, the company sits at the nexus of opportunity and execution. Few would argue that one of the key emerging technological innovations of our age is artificial intelligence (AI).</p><p>For instance, consider what AI has done to chess. In the 1980s, human grandmasters regularly beat computers designed to play chess. By the 1990s, computers and top human grandmasters were roughly equal. Today, it&#39;s not even close. The best chess computers -- engines as they&#39;re called -- wipe the floor with human grandmasters.</p><p>This same process will play out over countless fields in the coming decades. Whether it&#39;s driving our cars, curing diseases, or creating silly cat art, computers will likely surpass natural human ability.</p><p>In light of this reality, the companies that design and make the semiconductors that &#34;bring AI to life&#34; stand to make enormous profits --and one of those companies is AMD. The company is already a leader in the field and produces everything from gaming console chips to those used in automotive and aerospace technology.</p><p>Indeed, AMD is benefiting from trends beyond the rise of AI. The company&#39;s data center business is helping to power the cloud revolution, while its acquisition of Xilinx has made it a major player in the field of embedded semiconductors. Analysts expect AMD&#39;s revenue to rise to $23.6 billion in 2023 and $27.6 billion in 2024, as the world&#39;s appetite for chips continues to grow. And with that sort of growth coming, AMD is a name worth considering.</p><h2>2. Pinterest</h2><p>The social media sector is a wild place right now. Politicians want to ban TikTok. Mark Zuckerberg seems fixated on building the metaverse. And Elon Musk is hard at work ruining or saving Twitter -- depending on your point of view. Meanwhile, like the little engine that could, <b>Pinterest</b> keeps chugging away, almost unnoticed.</p><p>The company has a unique and innovative model that links its users not to each other -- but to images, videos, and products. Given the rise of new standards for digital privacy, Pinterest&#39;s business model suddenly seems more lucrative.</p><p>Rather than having to intuit what their users&#39; interests are based on digital trackers (i.e., cookies), Pinterest users simply inform the company based on their Pins, with the result that it may be far easier --<i>and more effective</i> -- for advertisers to place ads on Pinterest than on Facebook, Instagram, or Twitter.</p><p>At any rate, the company continues to show that its model can be effective. In the fourth quarter of 2022, Pinterest&#39;s average revenue per user (ARPU) for its American and Canadian users increased to $7.60, up from $7.17 a year earlier. That&#39;s important, because Pinterest&#39;s North American user base is its most profitable audience.</p><p>With analysts expecting Pinterest to grow revenue 8% in 2023 and 14% in 2024, growth stock investors should keep Pinterest in mind.</p><h2>3. Amazon</h2><p>My third and final growth stock worth owning for the next decade is <b>Amazon</b>.</p><p>It may come as a surprise, but Amazon&#39;s stock has jumped 13% year to date. And it&#39;s no wonder. After falling almost 50% in 2022, the market has noticed something --Amazon is still a behemoth that isn&#39;t going anywhere.</p><p>With trailing-12-month revenue of$513 billion, Amazon is second only to<b>Walmart</b> in terms of total revenue by American companies. What&#39;s more, it&#39;s closing the gap.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aadd95207315dada9151ba3d86d52b9\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>AMZN Revenue (TTM) data by YCharts</span></p><p>Of course, Amazon is more than an online retailer. Its high-margin cloud business is massive and holds a higher market share than its chief competitors, <b>Microsoft</b> and <b>Alphabet</b>. Moreover, the company continues to gain market share with its advertising business.</p><p>Still, Amazon needs a strong economy if it is to truly thrive. Obviously, last year was tough, as historic inflation and high energy costs took a toll on the company&#39;s margins. However, I believe that inflation will eventually ease and that energy prices will stabilize. Combined with Amazon&#39;s previously announced workforce reductions, I think Amazon&#39;s stock is well positioned to soar for another decade or more.</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>3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-21 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/20/3-breakout-growth-stocks-you-can-buy-and-hold-for/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAMD will benefit from several secular tailwinds over the next decade.Pinterest offers a unique twist on social media that should prove mouthwatering to advertisers.Amazon will likely surpass...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/20/3-breakout-growth-stocks-you-can-buy-and-hold-for/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4533":"AQR资本管理(全球第二大对冲基金)","PINS":"Pinterest, Inc.","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4566":"资本集团","BK4587":"ChatGPT概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4527":"明星科技股","BK4543":"AI","BK4559":"巴菲特持仓","BK4581":"高盛持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4588":"碎股","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4503":"景林资产持仓","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","AMZN":"亚马逊","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4561":"索罗斯持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4529":"IDC概念","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD"},"source_url":"https://www.fool.com/investing/2023/02/20/3-breakout-growth-stocks-you-can-buy-and-hold-for/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312715555","content_text":"KEY POINTSAMD will benefit from several secular tailwinds over the next decade.Pinterest offers a unique twist on social media that should prove mouthwatering to advertisers.Amazon will likely surpass Walmart as the largest American company by revenue during the next decade.Don't call it a comeback, but after suffering through a terrible 2022, growth stocks are leading the market higher. Consider the year-to-date performance between the Vanguard Value ETF and the Vanguard Growth ETF to see how growth has outperformed.VTV Total Return Level data by YChartsOf course, it's not enough to notice that growth stocks have got their mojo back -- you need to know which ones to target for your portfolio. So let's examine three breakout growth stocks I think are worth owning for the next decade --or longer.1. Advanced Micro DevicesThe first breakout growth stock worth buying and holding for the next decade isAdvanced Micro Devices (AMD -1.97%).Why AMD? Well, for starters, the company sits at the nexus of opportunity and execution. Few would argue that one of the key emerging technological innovations of our age is artificial intelligence (AI).For instance, consider what AI has done to chess. In the 1980s, human grandmasters regularly beat computers designed to play chess. By the 1990s, computers and top human grandmasters were roughly equal. Today, it's not even close. The best chess computers -- engines as they're called -- wipe the floor with human grandmasters.This same process will play out over countless fields in the coming decades. Whether it's driving our cars, curing diseases, or creating silly cat art, computers will likely surpass natural human ability.In light of this reality, the companies that design and make the semiconductors that \"bring AI to life\" stand to make enormous profits --and one of those companies is AMD. The company is already a leader in the field and produces everything from gaming console chips to those used in automotive and aerospace technology.Indeed, AMD is benefiting from trends beyond the rise of AI. The company's data center business is helping to power the cloud revolution, while its acquisition of Xilinx has made it a major player in the field of embedded semiconductors. Analysts expect AMD's revenue to rise to $23.6 billion in 2023 and $27.6 billion in 2024, as the world's appetite for chips continues to grow. And with that sort of growth coming, AMD is a name worth considering.2. PinterestThe social media sector is a wild place right now. Politicians want to ban TikTok. Mark Zuckerberg seems fixated on building the metaverse. And Elon Musk is hard at work ruining or saving Twitter -- depending on your point of view. Meanwhile, like the little engine that could, Pinterest keeps chugging away, almost unnoticed.The company has a unique and innovative model that links its users not to each other -- but to images, videos, and products. Given the rise of new standards for digital privacy, Pinterest's business model suddenly seems more lucrative.Rather than having to intuit what their users' interests are based on digital trackers (i.e., cookies), Pinterest users simply inform the company based on their Pins, with the result that it may be far easier --and more effective -- for advertisers to place ads on Pinterest than on Facebook, Instagram, or Twitter.At any rate, the company continues to show that its model can be effective. In the fourth quarter of 2022, Pinterest's average revenue per user (ARPU) for its American and Canadian users increased to $7.60, up from $7.17 a year earlier. That's important, because Pinterest's North American user base is its most profitable audience.With analysts expecting Pinterest to grow revenue 8% in 2023 and 14% in 2024, growth stock investors should keep Pinterest in mind.3. AmazonMy third and final growth stock worth owning for the next decade is Amazon.It may come as a surprise, but Amazon's stock has jumped 13% year to date. And it's no wonder. After falling almost 50% in 2022, the market has noticed something --Amazon is still a behemoth that isn't going anywhere.With trailing-12-month revenue of$513 billion, Amazon is second only toWalmart in terms of total revenue by American companies. What's more, it's closing the gap.AMZN Revenue (TTM) data by YChartsOf course, Amazon is more than an online retailer. Its high-margin cloud business is massive and holds a higher market share than its chief competitors, Microsoft and Alphabet. Moreover, the company continues to gain market share with its advertising business.Still, Amazon needs a strong economy if it is to truly thrive. Obviously, last year was tough, as historic inflation and high energy costs took a toll on the company's margins. However, I believe that inflation will eventually ease and that energy prices will stabilize. Combined with Amazon's previously announced workforce reductions, I think Amazon's stock is well positioned to soar for another decade or more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957390318,"gmtCreate":1676973574234,"gmtModify":1676973578493,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Great news","listText":"Great news","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957390318","repostId":"1158133530","repostType":2,"repost":{"id":"1158133530","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1676972540,"share":"https://ttm.financial/m/news/1158133530?lang=&edition=fundamental","pubTime":"2023-02-21 17:42","market":"us","language":"en","title":"Lithium Miner Sigma Soars 25% On Report Tesla Considering Buyout","url":"https://stock-news.laohu8.com/highlight/detail?id=1158133530","media":"Tiger Newspress","summary":"U.S.-listed shares of Sigma Lithium Corp rose 25% in premarket trading on Tuesday after Bloomberg Ne","content":"<html><head></head><body><p>U.S.-listed shares of Sigma Lithium Corp rose 25% in premarket trading on Tuesday after Bloomberg News reported that Tesla Inc was weighing a takeover of the Canada-based battery metals miner.</p><p><img src=\"https://static.tigerbbs.com/708ac4e6191f2e6d6185f772cfa3768d\" tg-width=\"834\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Tesla has been speaking with potential advisers about a bid, the report said, citing people with knowledge of the matter, and added that Sigma Lithium is one of the many mining options the electric-vehicle maker is exploring as it mulls its own refining.</p><p>Tesla and Sigma Lithium did not immediately respond to Reuters requests for comment.</p><p>Sigma is finishing construction of a hard rock lithium mine in Brazil that it expects to open by April. The mine will produce spodumene concentrate, which can be used to make lithium hydroxide, a type of the metal preferred by some automakers including Tesla and BMW.</p><p>The project would use hydroelectric power, thus helping to greatly reduce its carbon footprint.</p><p>U.S. stock of Sigma Lithium, which has a market capitalization of $3.21 billion, nearly trebled in value last year.</p><p>Chief executive Elon Musk said last year Tesla was open to buying a mining company if producing its own supply of electric vehicle metals would speed up worldwide adoption of clean energy technologies.</p><p>Tesla and other automakers routinely talk to mining companies of all sizes about potential supplies of lithium and other EV metals without necessarily signing contracts.</p><p>Last month, Tesla signed an agreement with Piedmont Lithium Inc(PLL.O)for supply of spodumene concentrate from Quebec, starting later this year.</p><p>Tesla also has supply contracts for nickel, lithium and a range of other EV metals from suppliers across the globe.</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>Lithium Miner Sigma Soars 25% On Report Tesla Considering Buyout</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\">\nLithium Miner Sigma Soars 25% On Report Tesla Considering Buyout\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\">2023-02-21 17:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S.-listed shares of Sigma Lithium Corp rose 25% in premarket trading on Tuesday after Bloomberg News reported that Tesla Inc was weighing a takeover of the Canada-based battery metals miner.</p><p><img src=\"https://static.tigerbbs.com/708ac4e6191f2e6d6185f772cfa3768d\" tg-width=\"834\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Tesla has been speaking with potential advisers about a bid, the report said, citing people with knowledge of the matter, and added that Sigma Lithium is one of the many mining options the electric-vehicle maker is exploring as it mulls its own refining.</p><p>Tesla and Sigma Lithium did not immediately respond to Reuters requests for comment.</p><p>Sigma is finishing construction of a hard rock lithium mine in Brazil that it expects to open by April. The mine will produce spodumene concentrate, which can be used to make lithium hydroxide, a type of the metal preferred by some automakers including Tesla and BMW.</p><p>The project would use hydroelectric power, thus helping to greatly reduce its carbon footprint.</p><p>U.S. stock of Sigma Lithium, which has a market capitalization of $3.21 billion, nearly trebled in value last year.</p><p>Chief executive Elon Musk said last year Tesla was open to buying a mining company if producing its own supply of electric vehicle metals would speed up worldwide adoption of clean energy technologies.</p><p>Tesla and other automakers routinely talk to mining companies of all sizes about potential supplies of lithium and other EV metals without necessarily signing contracts.</p><p>Last month, Tesla signed an agreement with Piedmont Lithium Inc(PLL.O)for supply of spodumene concentrate from Quebec, starting later this year.</p><p>Tesla also has supply contracts for nickel, lithium and a range of other EV metals from suppliers across the globe.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","SGML":"Sigma Lithium Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158133530","content_text":"U.S.-listed shares of Sigma Lithium Corp rose 25% in premarket trading on Tuesday after Bloomberg News reported that Tesla Inc was weighing a takeover of the Canada-based battery metals miner.Tesla has been speaking with potential advisers about a bid, the report said, citing people with knowledge of the matter, and added that Sigma Lithium is one of the many mining options the electric-vehicle maker is exploring as it mulls its own refining.Tesla and Sigma Lithium did not immediately respond to Reuters requests for comment.Sigma is finishing construction of a hard rock lithium mine in Brazil that it expects to open by April. The mine will produce spodumene concentrate, which can be used to make lithium hydroxide, a type of the metal preferred by some automakers including Tesla and BMW.The project would use hydroelectric power, thus helping to greatly reduce its carbon footprint.U.S. stock of Sigma Lithium, which has a market capitalization of $3.21 billion, nearly trebled in value last year.Chief executive Elon Musk said last year Tesla was open to buying a mining company if producing its own supply of electric vehicle metals would speed up worldwide adoption of clean energy technologies.Tesla and other automakers routinely talk to mining companies of all sizes about potential supplies of lithium and other EV metals without necessarily signing contracts.Last month, Tesla signed an agreement with Piedmont Lithium Inc(PLL.O)for supply of spodumene concentrate from Quebec, starting later this year.Tesla also has supply contracts for nickel, lithium and a range of other EV metals from suppliers across the globe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955717760,"gmtCreate":1675760379651,"gmtModify":1675760384680,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955717760","repostId":"1127636774","repostType":4,"repost":{"id":"1127636774","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1675756508,"share":"https://ttm.financial/m/news/1127636774?lang=&edition=fundamental","pubTime":"2023-02-07 15:55","market":"us","language":"en","title":"Tiger Chart | ChatGPT Buzz Drives Buying Frenzy in AI-Related Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1127636774","media":"Tiger Newspress","summary":"It's nearly impossible for investors to ignore the ChatGPT-driven hype, which sparks buying frenzy i","content":"<html><head></head><body><p>It&#39;s nearly impossible for investors to ignore the ChatGPT-driven hype, which sparks buying frenzy in artificial intelligence stocks. ChatGPT is estimated to have reached 100 million monthly active users in January, just two months after launch, making it the fastest-growing consumer application in history, according to a UBS study last week.</p><p>Shares of <a href=\"https://laohu8.com/S/AI\">C3.ai Inc</a>, <a href=\"https://laohu8.com/S/BBAI\">BigBear.ai</a> and <a href=\"https://laohu8.com/S/SOUN\">SoundHound AI</a> have gained sharply year to date as artificial intelligence becomes a new buzzword on Wall Street with the viral success of ChatGPT chatbot, attracting interest from retail punters.</p><p><img src=\"https://static.tigerbbs.com/179cdf7799cc27d53c145d70d7186c7f\" tg-width=\"1407\" tg-height=\"1728\" referrerpolicy=\"no-referrer\"/></p><p>Analytics firm <a href=\"https://laohu8.com/S/BBAI\">BigBear.ai</a> has surged more than 800% this year while software firm <a href=\"https://laohu8.com/S/AI\">C3.ai</a> and conversation artificial intelligence company <a href=\"https://laohu8.com/S/SOUN\">SoundHound</a> have more than doubled year to date.</p><p>Major tech names like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, and Chinese tech giant <a href=\"https://laohu8.com/S/BIDU\">Baidu</a> have all taken steps in recent weeks to show they&#39;re trying to harness the technology underpinning OpenAI&#39;s ChatGPT.</p><p>In January, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> agreed to pour $10 billion in OpenAI, one of the largest startup investments ever. In addition, less than three months into 2023, multiple generative AI companies have raised or are in talks to raise upwards of $700 million cumulatively.</p><p>Getting ChatGPT into the little-used Bing is likely to give <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> a considerable edge over its Big Tech rivals and lift its share price, analysts have said. Shares have jumped 7% year-to-date, although investors&#39; expectation of interest-rate cuts later this year has helped most tech stocks to rally in 2022.</p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a> ADR has surged more than 24% this year. The Chinese largest search engine company affirms it’s on track to publicly roll out its ChatGPT-like service in March, stoking anticipation around potentially China’s most prominent entry in the race to create lifelike AI bots.</p><p>The company said it was naming the service “Wenxin Yiyan,” or “Ernie Bot” in English. Baidu should complete internal testing in time for next month’s launch, it said in a statement.</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>Tiger Chart | ChatGPT Buzz Drives Buying Frenzy in AI-Related Stocks</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\">\nTiger Chart | ChatGPT Buzz Drives Buying Frenzy in AI-Related Stocks\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\">2023-02-07 15:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It&#39;s nearly impossible for investors to ignore the ChatGPT-driven hype, which sparks buying frenzy in artificial intelligence stocks. ChatGPT is estimated to have reached 100 million monthly active users in January, just two months after launch, making it the fastest-growing consumer application in history, according to a UBS study last week.</p><p>Shares of <a href=\"https://laohu8.com/S/AI\">C3.ai Inc</a>, <a href=\"https://laohu8.com/S/BBAI\">BigBear.ai</a> and <a href=\"https://laohu8.com/S/SOUN\">SoundHound AI</a> have gained sharply year to date as artificial intelligence becomes a new buzzword on Wall Street with the viral success of ChatGPT chatbot, attracting interest from retail punters.</p><p><img src=\"https://static.tigerbbs.com/179cdf7799cc27d53c145d70d7186c7f\" tg-width=\"1407\" tg-height=\"1728\" referrerpolicy=\"no-referrer\"/></p><p>Analytics firm <a href=\"https://laohu8.com/S/BBAI\">BigBear.ai</a> has surged more than 800% this year while software firm <a href=\"https://laohu8.com/S/AI\">C3.ai</a> and conversation artificial intelligence company <a href=\"https://laohu8.com/S/SOUN\">SoundHound</a> have more than doubled year to date.</p><p>Major tech names like <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, and Chinese tech giant <a href=\"https://laohu8.com/S/BIDU\">Baidu</a> have all taken steps in recent weeks to show they&#39;re trying to harness the technology underpinning OpenAI&#39;s ChatGPT.</p><p>In January, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> agreed to pour $10 billion in OpenAI, one of the largest startup investments ever. In addition, less than three months into 2023, multiple generative AI companies have raised or are in talks to raise upwards of $700 million cumulatively.</p><p>Getting ChatGPT into the little-used Bing is likely to give <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> a considerable edge over its Big Tech rivals and lift its share price, analysts have said. Shares have jumped 7% year-to-date, although investors&#39; expectation of interest-rate cuts later this year has helped most tech stocks to rally in 2022.</p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a> ADR has surged more than 24% this year. The Chinese largest search engine company affirms it’s on track to publicly roll out its ChatGPT-like service in March, stoking anticipation around potentially China’s most prominent entry in the race to create lifelike AI bots.</p><p>The company said it was naming the service “Wenxin Yiyan,” or “Ernie Bot” in English. Baidu should complete internal testing in time for next month’s launch, it said in a statement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LPSN":"LivePerson","SOUN":"SoundHound AI Inc","BZFD":"Buzzfeed","MSFT":"微软","AI":"C3.ai, Inc.","NVDA":"英伟达","BIDU":"百度","BBAI":"BigBear.ai Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127636774","content_text":"It's nearly impossible for investors to ignore the ChatGPT-driven hype, which sparks buying frenzy in artificial intelligence stocks. ChatGPT is estimated to have reached 100 million monthly active users in January, just two months after launch, making it the fastest-growing consumer application in history, according to a UBS study last week.Shares of C3.ai Inc, BigBear.ai and SoundHound AI have gained sharply year to date as artificial intelligence becomes a new buzzword on Wall Street with the viral success of ChatGPT chatbot, attracting interest from retail punters.Analytics firm BigBear.ai has surged more than 800% this year while software firm C3.ai and conversation artificial intelligence company SoundHound have more than doubled year to date.Major tech names like Microsoft, Google parent Alphabet, and Chinese tech giant Baidu have all taken steps in recent weeks to show they're trying to harness the technology underpinning OpenAI's ChatGPT.In January, Microsoft agreed to pour $10 billion in OpenAI, one of the largest startup investments ever. In addition, less than three months into 2023, multiple generative AI companies have raised or are in talks to raise upwards of $700 million cumulatively.Getting ChatGPT into the little-used Bing is likely to give Microsoft a considerable edge over its Big Tech rivals and lift its share price, analysts have said. Shares have jumped 7% year-to-date, although investors' expectation of interest-rate cuts later this year has helped most tech stocks to rally in 2022.Baidu ADR has surged more than 24% this year. The Chinese largest search engine company affirms it’s on track to publicly roll out its ChatGPT-like service in March, stoking anticipation around potentially China’s most prominent entry in the race to create lifelike AI bots.The company said it was naming the service “Wenxin Yiyan,” or “Ernie Bot” in English. Baidu should complete internal testing in time for next month’s launch, it said in a statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955817045,"gmtCreate":1675331219388,"gmtModify":1676538993753,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Going bad? BYD is leader of EV.&nbsp;","listText":"Going bad? BYD is leader of EV.&nbsp;","text":"Going bad? BYD is leader of EV.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955817045","repostId":"2308486500","repostType":2,"repost":{"id":"2308486500","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1675330198,"share":"https://ttm.financial/m/news/2308486500?lang=&edition=fundamental","pubTime":"2023-02-02 17:29","market":"hk","language":"en","title":"Berkshire Hathaway Sells $44.9 Mln of Shares in China's BYD","url":"https://stock-news.laohu8.com/highlight/detail?id=2308486500","media":"Reuters","summary":"(Reuters) - Berkshire Hathaway, the investment company owned by Warren Buffett, has sold 1.55 millio","content":"<html><head></head><body><p>(Reuters) - Berkshire Hathaway, the investment company owned by Warren Buffett, has sold 1.55 million Hong Kong-listed shares of electric vehicle maker BYD (002594.SZ) for HK$351.81 million ($44.85 million), a stock exchange filing showed.</p><p>The sale lowered Berkshire&#39;s holdings in BYD&#39;s issued H-shares to 12.9% on Jan. 27, down from 13.04%, the filing to the Hong Kong Stock Exchange showed on Thursday.</p><p>Berkshire, which started selling the BYD shares in late August, has accumulatively reduced its holding by more than a third.</p><p>Buffett&#39;s company acquired 225 million BYD shares in 2008, giving it a 7.73% stake, equal to the 20.49% stake in H shares, according to BYD&#39;s annual report.</p><p>BYD was the world&#39;s largest plug-in hybrids and pure electric vehicles maker in 2022, with a total of 1.86 million cars sold, growing faster than Tesla (TSLA.O).</p><p>($1 = 7.8434 Hong Kong dollars)</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>Berkshire Hathaway Sells $44.9 Mln of Shares in China's BYD</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\">\nBerkshire Hathaway Sells $44.9 Mln of Shares in China's BYD\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-02-02 17:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Berkshire Hathaway, the investment company owned by Warren Buffett, has sold 1.55 million Hong Kong-listed shares of electric vehicle maker BYD (002594.SZ) for HK$351.81 million ($44.85 million), a stock exchange filing showed.</p><p>The sale lowered Berkshire&#39;s holdings in BYD&#39;s issued H-shares to 12.9% on Jan. 27, down from 13.04%, the filing to the Hong Kong Stock Exchange showed on Thursday.</p><p>Berkshire, which started selling the BYD shares in late August, has accumulatively reduced its holding by more than a third.</p><p>Buffett&#39;s company acquired 225 million BYD shares in 2008, giving it a 7.73% stake, equal to the 20.49% stake in H shares, according to BYD&#39;s annual report.</p><p>BYD was the world&#39;s largest plug-in hybrids and pure electric vehicles maker in 2022, with a total of 1.86 million cars sold, growing faster than Tesla (TSLA.O).</p><p>($1 = 7.8434 Hong Kong dollars)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BYDDY":"比亚迪ADR","01211":"比亚迪股份"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308486500","content_text":"(Reuters) - Berkshire Hathaway, the investment company owned by Warren Buffett, has sold 1.55 million Hong Kong-listed shares of electric vehicle maker BYD (002594.SZ) for HK$351.81 million ($44.85 million), a stock exchange filing showed.The sale lowered Berkshire's holdings in BYD's issued H-shares to 12.9% on Jan. 27, down from 13.04%, the filing to the Hong Kong Stock Exchange showed on Thursday.Berkshire, which started selling the BYD shares in late August, has accumulatively reduced its holding by more than a third.Buffett's company acquired 225 million BYD shares in 2008, giving it a 7.73% stake, equal to the 20.49% stake in H shares, according to BYD's annual report.BYD was the world's largest plug-in hybrids and pure electric vehicles maker in 2022, with a total of 1.86 million cars sold, growing faster than Tesla (TSLA.O).($1 = 7.8434 Hong Kong dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9048624790,"gmtCreate":1656206094210,"gmtModify":1676535784041,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Yes, this is the way to invest. Buffett is a wise man. Invest in best companies and hold.&nbsp;","listText":"Yes, this is the way to invest. Buffett is a wise man. Invest in best companies and hold.&nbsp;","text":"Yes, this is the way to invest. Buffett is a wise man. Invest in best companies and hold.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048624790","repostId":"1191010488","repostType":4,"repost":{"id":"1191010488","kind":"news","pubTimestamp":1656202469,"share":"https://ttm.financial/m/news/1191010488?lang=&edition=fundamental","pubTime":"2022-06-26 08:14","market":"us","language":"en","title":"Warren Buffett's 4 Rules for Investing in a Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1191010488","media":"Motley Fool","summary":"Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as theS&P 500 was on its way to a 35% dipthat bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs,Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.So it m","content":"<html><head></head><body><p>Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&amp;P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he&#39;s managed through 12 more bear markets not including this one.</p><p>Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs, Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it&#39;s Buffett.</p><p>So it makes sense to lean on his expertise to get through this tough climate with your wealth intact, right? To get you started, here are four of Buffett&#39;s famous rules for investing in a bear market.</p><p>1. Buy quality merchandise on sale</p><blockquote><i>&#34;Whether we&#39;re talking about socks or stocks, I like buying quality merchandise when it is marked down.&#34;</i></blockquote><p>Buffett invests in high-quality businesses -- companies with a proven ability to create shareholder value through all economic climates. In his view, bear markets provide opportunities to buy these quality stocks at lower prices.</p><p>As an example, Buffett&#39;s response earlier this year to the tech stock sell-off was to buy more of his favorite technology company, Apple. Although Apple already comprised more than 40% of Berkshire Hathaway&#39;s portfolio, Buffett bought another 3.78 million shares.</p><p>You can mimic his strategy by identifying stocks you love for their long-term prospects. If your budget allows, increase your investing activity and pad your share counts while prices remain low.</p><p>2. Hold forever</p><blockquote><i>&#34;Our favorite holding period is forever.&#34;</i></blockquote><p>When you buy stocks you&#39;d like to hold forever, bear markets become far less stressful. Since your plan is to hold for the long run, you don&#39;t have to do anything when the market goes sideways. No reshuffling your portfolio and no guessing when share prices will bottom out. Your only job is to wait.</p><p>3. Stay calm</p><blockquote><i>&#34;The most important quality for an investor is temperament, not intellect.&#34;</i></blockquote><p>It&#39;s normal and useful to second-guess your &#34;hold forever&#34; plan when circumstances change. Certainly, there will be times when you should drop a stock you thought was a keeper.</p><p>The distinction you must make is whether circumstances have changed permanently or temporarily. And that&#39;s easier to do when you can analyze what&#39;s happening calmly and rationally. If you let your emotions take over, they can convince you to scrap your plan, cut your losses, or take some other dramatic action that&#39;s sure to dampen your long-term returns.</p><p>4. Keep your distance</p><p>Buffett said this when asked what advice he had for investors in tough markets:<i>&#34;I would tell them: Don&#39;t watch the market too closely.&#34;</i></p><p>Let&#39;s say you&#39;re confident that your &#34;hold forever&#34; stocks can withstand a temporary bear market. And for that reason, you&#39;re not going to react to falling share prices. In that scenario, what&#39;s the benefit of tracking every bump along the way? There isn&#39;t one.</p><p>It&#39;s OK to keep some distance from financial headlines when the market is going crazy. Consider it a survival strategy that helps you stay calm and stick to your investing plan.</p><p>Buy or do nothing</p><p>When a bear market sets in, you&#39;ll see Buffett mostly buy or hold. If you&#39;re questioning whether those are the right moves for your portfolio, remember this: Buffett is worth about $95 billion, and he has invested through more bear markets than almost anyone. His tactics can help you emerge from this bear market stronger and wealthier than ever.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett's 4 Rules for Investing in a Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett's 4 Rules for Investing in a Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's ...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191010488","content_text":"Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs, Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.So it makes sense to lean on his expertise to get through this tough climate with your wealth intact, right? To get you started, here are four of Buffett's famous rules for investing in a bear market.1. Buy quality merchandise on sale\"Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down.\"Buffett invests in high-quality businesses -- companies with a proven ability to create shareholder value through all economic climates. In his view, bear markets provide opportunities to buy these quality stocks at lower prices.As an example, Buffett's response earlier this year to the tech stock sell-off was to buy more of his favorite technology company, Apple. Although Apple already comprised more than 40% of Berkshire Hathaway's portfolio, Buffett bought another 3.78 million shares.You can mimic his strategy by identifying stocks you love for their long-term prospects. If your budget allows, increase your investing activity and pad your share counts while prices remain low.2. Hold forever\"Our favorite holding period is forever.\"When you buy stocks you'd like to hold forever, bear markets become far less stressful. Since your plan is to hold for the long run, you don't have to do anything when the market goes sideways. No reshuffling your portfolio and no guessing when share prices will bottom out. Your only job is to wait.3. Stay calm\"The most important quality for an investor is temperament, not intellect.\"It's normal and useful to second-guess your \"hold forever\" plan when circumstances change. Certainly, there will be times when you should drop a stock you thought was a keeper.The distinction you must make is whether circumstances have changed permanently or temporarily. And that's easier to do when you can analyze what's happening calmly and rationally. If you let your emotions take over, they can convince you to scrap your plan, cut your losses, or take some other dramatic action that's sure to dampen your long-term returns.4. Keep your distanceBuffett said this when asked what advice he had for investors in tough markets:\"I would tell them: Don't watch the market too closely.\"Let's say you're confident that your \"hold forever\" stocks can withstand a temporary bear market. And for that reason, you're not going to react to falling share prices. In that scenario, what's the benefit of tracking every bump along the way? There isn't one.It's OK to keep some distance from financial headlines when the market is going crazy. Consider it a survival strategy that helps you stay calm and stick to your investing plan.Buy or do nothingWhen a bear market sets in, you'll see Buffett mostly buy or hold. If you're questioning whether those are the right moves for your portfolio, remember this: Buffett is worth about $95 billion, and he has invested through more bear markets than almost anyone. His tactics can help you emerge from this bear market stronger and wealthier than ever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212859710099608,"gmtCreate":1693007637051,"gmtModify":1693007641564,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212859710099608","repostId":"1127116682","repostType":2,"repost":{"id":"1127116682","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1693002600,"share":"https://ttm.financial/m/news/1127116682?lang=&edition=fundamental","pubTime":"2023-08-26 06:30","market":"us","language":"en","title":"VinFast Soars Another 40%, Making It Most Valuable EV Start-Up Ever","url":"https://stock-news.laohu8.com/highlight/detail?id=1127116682","media":"Dow Jones","summary":"The unbelievable run for shares of Vietnamese electric-vehicle maker VinFast Auto continued Friday, making it the second-most valuable car stock on the planet, behind only Tesla.It is also the most va","content":"<html><head></head><body><p>The unbelievable run for shares of Vietnamese electric-vehicle maker VinFast Auto continued Friday, making it the second-most valuable car stock on the planet, behind only Tesla.</p><p style=\"text-align: start;\">It is also the most valuable EV start-up ever. Management might want to consider taking advantge of the high price.</p><p>While the world was watching Nvidia (ticker: NVDA) stock trade after its second-quarter earnings report, VinFast shares rose 32% Thursday, closing at $49. With about 2.3 billion shares outstanding, that gave the company a market capitalization of about $114 billion, more than Ford Motor (F), General Motors (GM), and Stellantis (STLA) combined.</p><p>Nvidia stock added roughly $5 billion in market value Thursday. VinFast added about $28 billion.</p><p>VinFast shares were up again, a lot, on Friday, jumping 40.4% to $68.77 a share. The S&amp;P 500 and Nasdaq Composite were up 0.7% and 0.9%, respectively. At over $68 a share, VinFast’s market capitalization is about $159 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48f4f4d82b15e3e919ff109571255d4d\" tg-width=\"498\" tg-height=\"628\"/></p><p>That makes shares worth more than any EV start-up, ever. Rivian Automotive (RIVN) was worth $153 billion at the prior high mark in November 2021. Rivian shares are worth about $19 billion now.</p><p style=\"text-align: start;\">VinFast shares are also worth more than Porsche (P911. Germany), which is worth about $100 billion. It is comfortably ahead of the second-largest maker of battery-electric vehicles, or BEVs, on the planet, BYD (1211. Hong Kong), which is worth about $92 billion.</p><p style=\"text-align: start;\">Only Tesla (TSLA), the largest producer of BEVs, is worth more. Tesla’s market cap is about $720 billion. Tesla passed $150 billion in market cap in early 2020, roughly 17 years after its founding and long after it had ceased to be a start-up. Tesla’s market cap was about $2 billion at the time of its 2010 IPO.</p><p style=\"text-align: start;\">The deal VinFast management struck to bring the company public valued the stock at roughly $23 billion. Few saw the huge gains coming.</p><p style=\"text-align: start;\">One thing a high stock price can do is provide the opportunity to raise capital. VinFast doesn’t produce free cash flow yet and will need more money from external sources to build its business. The company didn’t immediately respond to a request for comment about its plans for raising cash.</p><p style=\"text-align: start;\">One problem with raising capital with a rapidly rising stock is that it can be a catalyst for the price to fall. If VinFast was to raise $1 billion by selling roughly 20 million shares, it would have to place those 20 million shares with investors. That would be significant because only about 17 million shares are available for trading following the merger with a special-purpose acquisition company that brought VinFast public. Most are held by insiders.</p><p style=\"text-align: start;\">That 17 million figure is one reason shares are up so much. Less than $1 billion worth of stock is actively bought and sold. That is small enough to be influenced by traders.</p><p style=\"text-align: start;\">There is lots of action. More than 40 million shares have traded over the past three sessions. That puts the average holding period for a trader, or investor, in the stock at about 1.3 days.</p><p style=\"text-align: start;\">Short sellers are one kind of trader. They borrow stock they don’t own and sell it, betting on price declines. Early short sellers haven’t made out well.</p><p style=\"text-align: start;\">S3 Partners managing partner Ihor Dusaniwsky told <em>Barron’s</em> there were roughly 1.2 million shares sold short just after the SPAC merger closed. Those short sellers are down in the range of $20 million. That number, however, is only an abstraction. The traders could have bought and sold stock many times since then.</p><p style=\"text-align: start;\">Shorts, it seems, have run for the hills. Dusaniwsky told <em>Barron’s</em> Friday that there are only about 100,000 shares short now. If traders were trying to force a short squeeze, it has already happened.</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>VinFast Soars Another 40%, Making It Most Valuable EV Start-Up Ever</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\">\nVinFast Soars Another 40%, Making It Most Valuable EV Start-Up Ever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-08-26 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The unbelievable run for shares of Vietnamese electric-vehicle maker VinFast Auto continued Friday, making it the second-most valuable car stock on the planet, behind only Tesla.</p><p style=\"text-align: start;\">It is also the most valuable EV start-up ever. Management might want to consider taking advantge of the high price.</p><p>While the world was watching Nvidia (ticker: NVDA) stock trade after its second-quarter earnings report, VinFast shares rose 32% Thursday, closing at $49. With about 2.3 billion shares outstanding, that gave the company a market capitalization of about $114 billion, more than Ford Motor (F), General Motors (GM), and Stellantis (STLA) combined.</p><p>Nvidia stock added roughly $5 billion in market value Thursday. VinFast added about $28 billion.</p><p>VinFast shares were up again, a lot, on Friday, jumping 40.4% to $68.77 a share. The S&amp;P 500 and Nasdaq Composite were up 0.7% and 0.9%, respectively. At over $68 a share, VinFast’s market capitalization is about $159 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48f4f4d82b15e3e919ff109571255d4d\" tg-width=\"498\" tg-height=\"628\"/></p><p>That makes shares worth more than any EV start-up, ever. Rivian Automotive (RIVN) was worth $153 billion at the prior high mark in November 2021. Rivian shares are worth about $19 billion now.</p><p style=\"text-align: start;\">VinFast shares are also worth more than Porsche (P911. Germany), which is worth about $100 billion. It is comfortably ahead of the second-largest maker of battery-electric vehicles, or BEVs, on the planet, BYD (1211. Hong Kong), which is worth about $92 billion.</p><p style=\"text-align: start;\">Only Tesla (TSLA), the largest producer of BEVs, is worth more. Tesla’s market cap is about $720 billion. Tesla passed $150 billion in market cap in early 2020, roughly 17 years after its founding and long after it had ceased to be a start-up. Tesla’s market cap was about $2 billion at the time of its 2010 IPO.</p><p style=\"text-align: start;\">The deal VinFast management struck to bring the company public valued the stock at roughly $23 billion. Few saw the huge gains coming.</p><p style=\"text-align: start;\">One thing a high stock price can do is provide the opportunity to raise capital. VinFast doesn’t produce free cash flow yet and will need more money from external sources to build its business. The company didn’t immediately respond to a request for comment about its plans for raising cash.</p><p style=\"text-align: start;\">One problem with raising capital with a rapidly rising stock is that it can be a catalyst for the price to fall. If VinFast was to raise $1 billion by selling roughly 20 million shares, it would have to place those 20 million shares with investors. That would be significant because only about 17 million shares are available for trading following the merger with a special-purpose acquisition company that brought VinFast public. Most are held by insiders.</p><p style=\"text-align: start;\">That 17 million figure is one reason shares are up so much. Less than $1 billion worth of stock is actively bought and sold. That is small enough to be influenced by traders.</p><p style=\"text-align: start;\">There is lots of action. More than 40 million shares have traded over the past three sessions. That puts the average holding period for a trader, or investor, in the stock at about 1.3 days.</p><p style=\"text-align: start;\">Short sellers are one kind of trader. They borrow stock they don’t own and sell it, betting on price declines. Early short sellers haven’t made out well.</p><p style=\"text-align: start;\">S3 Partners managing partner Ihor Dusaniwsky told <em>Barron’s</em> there were roughly 1.2 million shares sold short just after the SPAC merger closed. Those short sellers are down in the range of $20 million. That number, however, is only an abstraction. The traders could have bought and sold stock many times since then.</p><p style=\"text-align: start;\">Shorts, it seems, have run for the hills. Dusaniwsky told <em>Barron’s</em> Friday that there are only about 100,000 shares short now. If traders were trying to force a short squeeze, it has already happened.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VFS":"VinFast Auto"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127116682","content_text":"The unbelievable run for shares of Vietnamese electric-vehicle maker VinFast Auto continued Friday, making it the second-most valuable car stock on the planet, behind only Tesla.It is also the most valuable EV start-up ever. Management might want to consider taking advantge of the high price.While the world was watching Nvidia (ticker: NVDA) stock trade after its second-quarter earnings report, VinFast shares rose 32% Thursday, closing at $49. With about 2.3 billion shares outstanding, that gave the company a market capitalization of about $114 billion, more than Ford Motor (F), General Motors (GM), and Stellantis (STLA) combined.Nvidia stock added roughly $5 billion in market value Thursday. VinFast added about $28 billion.VinFast shares were up again, a lot, on Friday, jumping 40.4% to $68.77 a share. The S&P 500 and Nasdaq Composite were up 0.7% and 0.9%, respectively. At over $68 a share, VinFast’s market capitalization is about $159 billion.That makes shares worth more than any EV start-up, ever. Rivian Automotive (RIVN) was worth $153 billion at the prior high mark in November 2021. Rivian shares are worth about $19 billion now.VinFast shares are also worth more than Porsche (P911. Germany), which is worth about $100 billion. It is comfortably ahead of the second-largest maker of battery-electric vehicles, or BEVs, on the planet, BYD (1211. Hong Kong), which is worth about $92 billion.Only Tesla (TSLA), the largest producer of BEVs, is worth more. Tesla’s market cap is about $720 billion. Tesla passed $150 billion in market cap in early 2020, roughly 17 years after its founding and long after it had ceased to be a start-up. Tesla’s market cap was about $2 billion at the time of its 2010 IPO.The deal VinFast management struck to bring the company public valued the stock at roughly $23 billion. Few saw the huge gains coming.One thing a high stock price can do is provide the opportunity to raise capital. VinFast doesn’t produce free cash flow yet and will need more money from external sources to build its business. The company didn’t immediately respond to a request for comment about its plans for raising cash.One problem with raising capital with a rapidly rising stock is that it can be a catalyst for the price to fall. If VinFast was to raise $1 billion by selling roughly 20 million shares, it would have to place those 20 million shares with investors. That would be significant because only about 17 million shares are available for trading following the merger with a special-purpose acquisition company that brought VinFast public. Most are held by insiders.That 17 million figure is one reason shares are up so much. Less than $1 billion worth of stock is actively bought and sold. That is small enough to be influenced by traders.There is lots of action. More than 40 million shares have traded over the past three sessions. That puts the average holding period for a trader, or investor, in the stock at about 1.3 days.Short sellers are one kind of trader. They borrow stock they don’t own and sell it, betting on price declines. Early short sellers haven’t made out well.S3 Partners managing partner Ihor Dusaniwsky told Barron’s there were roughly 1.2 million shares sold short just after the SPAC merger closed. Those short sellers are down in the range of $20 million. That number, however, is only an abstraction. The traders could have bought and sold stock many times since then.Shorts, it seems, have run for the hills. Dusaniwsky told Barron’s Friday that there are only about 100,000 shares short now. If traders were trying to force a short squeeze, it has already happened.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952459695,"gmtCreate":1674913384117,"gmtModify":1676538965956,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Shoot to the moon&nbsp;","listText":"Shoot to the moon&nbsp;","text":"Shoot to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952459695","repostId":"2306400111","repostType":2,"repost":{"id":"2306400111","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674862926,"share":"https://ttm.financial/m/news/2306400111?lang=&edition=fundamental","pubTime":"2023-01-28 07:42","market":"us","language":"en","title":"Tesla Has Become One of the Hottest Stock-Option Trades on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2306400111","media":"Dow Jones","summary":"Speculators' love of wagering on Tesla Inc. has propelled Elon Musk's electric-vehicle maker into on","content":"<html><head></head><body><p>Speculators&#39; love of wagering on Tesla Inc. has propelled Elon Musk&#39;s electric-vehicle maker into one of the hottest stock-option trades on Wall Street.</p><p>Friday was the  busiest day on record for Tesla traders: 7.2 million contracts were exchanged, according to Cboe Global Markets data, breaking the previous record of 5.2 million contracts set earlier this month and accounting for nearly 13% of all options trading.</p><p>Activity in Tesla options has surged in recent months. Nearly three million contracts now change hands on an average day, up from 1.5 million a year ago and more than any other stock. Only wagers on the SPDR S&amp;P 500 ETF outpace those on Tesla.</p><p>On Friday, traders cashed out of bets that Tesla shares would breach $175 by the end of the day, taking advantage of a burgeoning trend of using ultrashort-dated options to turbocharge wagers.</p><p>Tesla options trading surpassed volumes tied to the Invesco QQQ exchange-traded fund -- which tracks Nasdaq-100 stocks -- in December for the first time in nearly two years. And it edged out trading in Apple Inc. options on a sustained basis in July, a notable feat for the S&amp;P 500&#39;s now sixth-largest company by market cap to leapfrog the leader.</p><p>Many of the biggest longstanding bets on Tesla are lottery-ticket trades requiring statistically improbable moves to pay out. For instance, the largest stake is for Tesla shares to hit $825 per share within 12 months, double their previous record high of $409.97. That would require a more than fourfold surge from Friday&#39;s close of $177.90.</p><p>Traders buying those contracts are &#34;almost evangelical in their belief in Tesla, its technology, and to a certain extent, Elon Musk,&#34; said Steve Sosnick, chief strategist at Interactive Brokers Group Inc. &#34;Tesla is unique -- it attracts so many speculators because of its cultlike following.&#34;</p><p>Once valued at more than $1.2 trillion, Tesla shares have cratered 61% from their peak in late 2021 before the Federal Reserve began raising interest rates. Growing competition from other auto makers, Mr. Musk&#39;s split-brained focus on Twitter Inc., and waning Chinese demand have shaken confidence. Mr. Musk&#39;s sale of tens of billions of dollars of shares hasn&#39;t helped, either.</p><p>Tesla has become one of the most polarizing stocks on Wall Street, attracting equal numbers of enthusiastic supporters and outspoken critics. Both sides have turned to derivatives in droves to express their views: Bulls who say the company is a game-changer are betting on extreme upside scenarios, while bears who say the stock is wildly overvalued bet that the share price will plunge.</p><p>&#34;Tesla is perpetually the most active single-stock option at our firm,&#34; said Mr. Sosnick.</p><p>Traders have shelled out nearly $700 billion on options tied to Tesla since the start of 2022, more than any other stock or exchange-traded fund. Only index-level bets on the S&amp;P 500 received more cash.</p><p>Bullish call options give traders the right, though not the obligation, to buy shares at a stated price by a certain date, while bearish put options grant the right to sell. The options market as a whole has boomed in recent years. Trading activity set another record last year, with more than 41 million contracts changing hands on an average day.</p><p>Of course, fervor tied to Tesla isn&#39;t limited to options. Although individual investors have largely lost their appetite for buying the dip in tech stocks, they continue to scoop up Tesla shares. Although still down sharply from its high, the stock has rallied 44% in January.</p><p>The propensity to bet wildly on Tesla accelerated amid the company&#39;s fourth-quarter earnings report, which was posted after Wednesday&#39;s closing bell.</p><p>Options traders predicted a nearly 13% swing -- higher or lower -- in the shares in the session following the report. Although that would have marked their biggest one-day move in more than a year, similar swings have become common after Tesla&#39;s results.</p><p>The stock rose 24% over Thursday and Friday -- the S&amp;P 500&#39;s best performer both days -- after posting record profits, sending the stock to its best week since 2013. Even after that bump, the most ambitious options bettors remain far from being able to cash in.</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 Has Become One of the Hottest Stock-Option Trades on Wall Street</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 Has Become One of the Hottest Stock-Option Trades on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-28 07:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Speculators&#39; love of wagering on Tesla Inc. has propelled Elon Musk&#39;s electric-vehicle maker into one of the hottest stock-option trades on Wall Street.</p><p>Friday was the  busiest day on record for Tesla traders: 7.2 million contracts were exchanged, according to Cboe Global Markets data, breaking the previous record of 5.2 million contracts set earlier this month and accounting for nearly 13% of all options trading.</p><p>Activity in Tesla options has surged in recent months. Nearly three million contracts now change hands on an average day, up from 1.5 million a year ago and more than any other stock. Only wagers on the SPDR S&amp;P 500 ETF outpace those on Tesla.</p><p>On Friday, traders cashed out of bets that Tesla shares would breach $175 by the end of the day, taking advantage of a burgeoning trend of using ultrashort-dated options to turbocharge wagers.</p><p>Tesla options trading surpassed volumes tied to the Invesco QQQ exchange-traded fund -- which tracks Nasdaq-100 stocks -- in December for the first time in nearly two years. And it edged out trading in Apple Inc. options on a sustained basis in July, a notable feat for the S&amp;P 500&#39;s now sixth-largest company by market cap to leapfrog the leader.</p><p>Many of the biggest longstanding bets on Tesla are lottery-ticket trades requiring statistically improbable moves to pay out. For instance, the largest stake is for Tesla shares to hit $825 per share within 12 months, double their previous record high of $409.97. That would require a more than fourfold surge from Friday&#39;s close of $177.90.</p><p>Traders buying those contracts are &#34;almost evangelical in their belief in Tesla, its technology, and to a certain extent, Elon Musk,&#34; said Steve Sosnick, chief strategist at Interactive Brokers Group Inc. &#34;Tesla is unique -- it attracts so many speculators because of its cultlike following.&#34;</p><p>Once valued at more than $1.2 trillion, Tesla shares have cratered 61% from their peak in late 2021 before the Federal Reserve began raising interest rates. Growing competition from other auto makers, Mr. Musk&#39;s split-brained focus on Twitter Inc., and waning Chinese demand have shaken confidence. Mr. Musk&#39;s sale of tens of billions of dollars of shares hasn&#39;t helped, either.</p><p>Tesla has become one of the most polarizing stocks on Wall Street, attracting equal numbers of enthusiastic supporters and outspoken critics. Both sides have turned to derivatives in droves to express their views: Bulls who say the company is a game-changer are betting on extreme upside scenarios, while bears who say the stock is wildly overvalued bet that the share price will plunge.</p><p>&#34;Tesla is perpetually the most active single-stock option at our firm,&#34; said Mr. Sosnick.</p><p>Traders have shelled out nearly $700 billion on options tied to Tesla since the start of 2022, more than any other stock or exchange-traded fund. Only index-level bets on the S&amp;P 500 received more cash.</p><p>Bullish call options give traders the right, though not the obligation, to buy shares at a stated price by a certain date, while bearish put options grant the right to sell. The options market as a whole has boomed in recent years. Trading activity set another record last year, with more than 41 million contracts changing hands on an average day.</p><p>Of course, fervor tied to Tesla isn&#39;t limited to options. Although individual investors have largely lost their appetite for buying the dip in tech stocks, they continue to scoop up Tesla shares. Although still down sharply from its high, the stock has rallied 44% in January.</p><p>The propensity to bet wildly on Tesla accelerated amid the company&#39;s fourth-quarter earnings report, which was posted after Wednesday&#39;s closing bell.</p><p>Options traders predicted a nearly 13% swing -- higher or lower -- in the shares in the session following the report. Although that would have marked their biggest one-day move in more than a year, similar swings have become common after Tesla&#39;s results.</p><p>The stock rose 24% over Thursday and Friday -- the S&amp;P 500&#39;s best performer both days -- after posting record profits, sending the stock to its best week since 2013. Even after that bump, the most ambitious options bettors remain far from being able to cash in.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4555":"新能源车","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4527":"明星科技股","LU0823411888.USD":"法巴消费创新基金 Cap","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4550":"红杉资本持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306400111","content_text":"Speculators' love of wagering on Tesla Inc. has propelled Elon Musk's electric-vehicle maker into one of the hottest stock-option trades on Wall Street.Friday was the  busiest day on record for Tesla traders: 7.2 million contracts were exchanged, according to Cboe Global Markets data, breaking the previous record of 5.2 million contracts set earlier this month and accounting for nearly 13% of all options trading.Activity in Tesla options has surged in recent months. Nearly three million contracts now change hands on an average day, up from 1.5 million a year ago and more than any other stock. Only wagers on the SPDR S&P 500 ETF outpace those on Tesla.On Friday, traders cashed out of bets that Tesla shares would breach $175 by the end of the day, taking advantage of a burgeoning trend of using ultrashort-dated options to turbocharge wagers.Tesla options trading surpassed volumes tied to the Invesco QQQ exchange-traded fund -- which tracks Nasdaq-100 stocks -- in December for the first time in nearly two years. And it edged out trading in Apple Inc. options on a sustained basis in July, a notable feat for the S&P 500's now sixth-largest company by market cap to leapfrog the leader.Many of the biggest longstanding bets on Tesla are lottery-ticket trades requiring statistically improbable moves to pay out. For instance, the largest stake is for Tesla shares to hit $825 per share within 12 months, double their previous record high of $409.97. That would require a more than fourfold surge from Friday's close of $177.90.Traders buying those contracts are \"almost evangelical in their belief in Tesla, its technology, and to a certain extent, Elon Musk,\" said Steve Sosnick, chief strategist at Interactive Brokers Group Inc. \"Tesla is unique -- it attracts so many speculators because of its cultlike following.\"Once valued at more than $1.2 trillion, Tesla shares have cratered 61% from their peak in late 2021 before the Federal Reserve began raising interest rates. Growing competition from other auto makers, Mr. Musk's split-brained focus on Twitter Inc., and waning Chinese demand have shaken confidence. Mr. Musk's sale of tens of billions of dollars of shares hasn't helped, either.Tesla has become one of the most polarizing stocks on Wall Street, attracting equal numbers of enthusiastic supporters and outspoken critics. Both sides have turned to derivatives in droves to express their views: Bulls who say the company is a game-changer are betting on extreme upside scenarios, while bears who say the stock is wildly overvalued bet that the share price will plunge.\"Tesla is perpetually the most active single-stock option at our firm,\" said Mr. Sosnick.Traders have shelled out nearly $700 billion on options tied to Tesla since the start of 2022, more than any other stock or exchange-traded fund. Only index-level bets on the S&P 500 received more cash.Bullish call options give traders the right, though not the obligation, to buy shares at a stated price by a certain date, while bearish put options grant the right to sell. The options market as a whole has boomed in recent years. Trading activity set another record last year, with more than 41 million contracts changing hands on an average day.Of course, fervor tied to Tesla isn't limited to options. Although individual investors have largely lost their appetite for buying the dip in tech stocks, they continue to scoop up Tesla shares. Although still down sharply from its high, the stock has rallied 44% in January.The propensity to bet wildly on Tesla accelerated amid the company's fourth-quarter earnings report, which was posted after Wednesday's closing bell.Options traders predicted a nearly 13% swing -- higher or lower -- in the shares in the session following the report. Although that would have marked their biggest one-day move in more than a year, similar swings have become common after Tesla's results.The stock rose 24% over Thursday and Friday -- the S&P 500's best performer both days -- after posting record profits, sending the stock to its best week since 2013. Even after that bump, the most ambitious options bettors remain far from being able to cash in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961717841,"gmtCreate":1669047373484,"gmtModify":1676538144633,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961717841","repostId":"1107811715","repostType":2,"repost":{"id":"1107811715","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1669045908,"share":"https://ttm.financial/m/news/1107811715?lang=&edition=fundamental","pubTime":"2022-11-21 23:51","market":"us","language":"en","title":"Big Tech Stocks Dropped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1107811715","media":"Tiger Newspress","summary":"US stocks dropped on Monday as COVID-19 flare ups in China added to concerns about slowing growth. C","content":"<html><head></head><body><p>US stocks dropped on Monday as COVID-19 flare ups in China added to concerns about slowing growth. Concerns about the growth outlook in the US as the Federal Reserve vows to be persistent to fight inflation also continue to weigh on investors.</p><p>The Nasdaq index fell more than 1% in morning trading. Big tech stocks dropped with Tesla down 5%, Amazon down 3%, Apple and Meta Platforms down 2%.</p><p><img src=\"https://static.tigerbbs.com/e27e971cc13d2792983e0fcca0f11863\" tg-width=\"381\" tg-height=\"463\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Tech Stocks Dropped in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech Stocks Dropped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-21 23:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US stocks dropped on Monday as COVID-19 flare ups in China added to concerns about slowing growth. Concerns about the growth outlook in the US as the Federal Reserve vows to be persistent to fight inflation also continue to weigh on investors.</p><p>The Nasdaq index fell more than 1% in morning trading. Big tech stocks dropped with Tesla down 5%, Amazon down 3%, Apple and Meta Platforms down 2%.</p><p><img src=\"https://static.tigerbbs.com/e27e971cc13d2792983e0fcca0f11863\" tg-width=\"381\" tg-height=\"463\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NVDA":"英伟达","AMZN":"亚马逊","NFLX":"奈飞","AAPL":"苹果","META":"Meta Platforms, Inc.","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107811715","content_text":"US stocks dropped on Monday as COVID-19 flare ups in China added to concerns about slowing growth. Concerns about the growth outlook in the US as the Federal Reserve vows to be persistent to fight inflation also continue to weigh on investors.The Nasdaq index fell more than 1% in morning trading. Big tech stocks dropped with Tesla down 5%, Amazon down 3%, Apple and Meta Platforms down 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041237647,"gmtCreate":1656053534589,"gmtModify":1676535759929,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Don't listen too much on M fool. Most of the recommendation stock is rubbish.","listText":"Don't listen too much on M fool. Most of the recommendation stock is rubbish.","text":"Don't listen too much on M fool. Most of the recommendation stock is rubbish.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041237647","repostId":"2245255072","repostType":2,"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070136969,"gmtCreate":1657028219051,"gmtModify":1676535934231,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Investors no more confident on US market. Recession signals is everywhere&nbsp;","listText":"Investors no more confident on US market. Recession signals is everywhere&nbsp;","text":"Investors no more confident on US market. Recession signals is everywhere","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070136969","repostId":"1109760472","repostType":2,"repost":{"id":"1109760472","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657027944,"share":"https://ttm.financial/m/news/1109760472?lang=&edition=fundamental","pubTime":"2022-07-05 21:32","market":"us","language":"en","title":"Dow Falls More Than 400 Points As Wall Street Grapples With Recession Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1109760472","media":"Tiger Newspress","summary":"Stocks fell on Tuesday as concerns about a possible recession in the U.S. weighed on investor sentim","content":"<html><head></head><body><p>Stocks fell on Tuesday as concerns about a possible recession in the U.S. weighed on investor sentiment.</p><p>The Dow Jones Industrial Average fell 420 points, or about 1.4%. The S&amp;P 500 dipped 1.5%, and the tech-heavy Nasdaq Composite shed about 1.6%.</p><p>Concerns about economic growth are hanging over investors as the U.S. market looks to recover after a rough first half to the year. U.S. Treasury Secretary Janet Yellen and China’s Vice Premier Liu He held a virtual call on Monday stateside to discuss macroeconomic issues.</p><p>The benchmark 10-year Treasury yield has declined in recent days even as the Federal Reserve has pledged to aggressively fight inflation. The 10-year yield is now trading close to the 2-year yield, a recession indicator watched by many on Wall Street.</p><p>“The US market is all about pricing in a slowdown, and pricing in the fact that the Fed is forced to hike rates into a slowdown,” Allianz chief economic advisor Mohamed El-Erian said on “Squawk Box.”</p><p>Markets finished one of the worst halves in decades on Thursday, and major averages posted their fourth week of losses in five despite modest gains during Friday’s trading session.</p><p>The outlook for the second half of the year is murky. Credit Suisse strategist Jonathan Golub said in a note to clients on Tuesday that he expects the U.S. to avoid a recession but cut his S&amp;P 500 target for the end of the year to 4,300 from 4,900. The new target would mean Wall Street claws back about half of its losses from the first six months of the year.</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>Dow Falls More Than 400 Points As Wall Street Grapples With Recession Fears</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\">\nDow Falls More Than 400 Points As Wall Street Grapples With Recession Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-05 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks fell on Tuesday as concerns about a possible recession in the U.S. weighed on investor sentiment.</p><p>The Dow Jones Industrial Average fell 420 points, or about 1.4%. The S&amp;P 500 dipped 1.5%, and the tech-heavy Nasdaq Composite shed about 1.6%.</p><p>Concerns about economic growth are hanging over investors as the U.S. market looks to recover after a rough first half to the year. U.S. Treasury Secretary Janet Yellen and China’s Vice Premier Liu He held a virtual call on Monday stateside to discuss macroeconomic issues.</p><p>The benchmark 10-year Treasury yield has declined in recent days even as the Federal Reserve has pledged to aggressively fight inflation. The 10-year yield is now trading close to the 2-year yield, a recession indicator watched by many on Wall Street.</p><p>“The US market is all about pricing in a slowdown, and pricing in the fact that the Fed is forced to hike rates into a slowdown,” Allianz chief economic advisor Mohamed El-Erian said on “Squawk Box.”</p><p>Markets finished one of the worst halves in decades on Thursday, and major averages posted their fourth week of losses in five despite modest gains during Friday’s trading session.</p><p>The outlook for the second half of the year is murky. Credit Suisse strategist Jonathan Golub said in a note to clients on Tuesday that he expects the U.S. to avoid a recession but cut his S&amp;P 500 target for the end of the year to 4,300 from 4,900. The new target would mean Wall Street claws back about half of its losses from the first six months of the year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109760472","content_text":"Stocks fell on Tuesday as concerns about a possible recession in the U.S. weighed on investor sentiment.The Dow Jones Industrial Average fell 420 points, or about 1.4%. The S&P 500 dipped 1.5%, and the tech-heavy Nasdaq Composite shed about 1.6%.Concerns about economic growth are hanging over investors as the U.S. market looks to recover after a rough first half to the year. U.S. Treasury Secretary Janet Yellen and China’s Vice Premier Liu He held a virtual call on Monday stateside to discuss macroeconomic issues.The benchmark 10-year Treasury yield has declined in recent days even as the Federal Reserve has pledged to aggressively fight inflation. The 10-year yield is now trading close to the 2-year yield, a recession indicator watched by many on Wall Street.“The US market is all about pricing in a slowdown, and pricing in the fact that the Fed is forced to hike rates into a slowdown,” Allianz chief economic advisor Mohamed El-Erian said on “Squawk Box.”Markets finished one of the worst halves in decades on Thursday, and major averages posted their fourth week of losses in five despite modest gains during Friday’s trading session.The outlook for the second half of the year is murky. Credit Suisse strategist Jonathan Golub said in a note to clients on Tuesday that he expects the U.S. to avoid a recession but cut his S&P 500 target for the end of the year to 4,300 from 4,900. The new target would mean Wall Street claws back about half of its losses from the first six months of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028859717,"gmtCreate":1653198220439,"gmtModify":1676535239316,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Market will keep going bear guys.&nbsp;Mostly will recover by next year as there is on going war, high inflation and high interest rate.&nbsp;","listText":"Market will keep going bear guys.&nbsp;Mostly will recover by next year as there is on going war, high inflation and high interest rate.&nbsp;","text":"Market will keep going bear guys. Mostly will recover by next year as there is on going war, high inflation and high interest rate.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028859717","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274799087381","authorId":"3479274799087381","name":"sunshineboy","avatar":"https://static.tigerbbs.com/288a954613733fd61b9f74bb255f34f4","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274799087381","authorIdStr":"3479274799087381"},"content":"For me, I tend to keep an eye on penny stocks with comparatively lower price. HAHA...","text":"For me, I tend to keep an eye on penny stocks with comparatively lower price. HAHA...","html":"For me, I tend to keep an eye on penny stocks with comparatively lower price. HAHA..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950454112,"gmtCreate":1672819644136,"gmtModify":1676538742263,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Will check it out","listText":"Will check it out","text":"Will check it out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950454112","repostId":"2300434056","repostType":2,"repost":{"id":"2300434056","kind":"highlight","pubTimestamp":1672845925,"share":"https://ttm.financial/m/news/2300434056?lang=&edition=fundamental","pubTime":"2023-01-04 23:25","market":"us","language":"en","title":"7 Sensational Stocks That Can Double Your Money in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2300434056","media":"Motley Fool","summary":"Triple-digit returns could be just a click away from the buy button.","content":"<html><head></head><body><p>Welcome to a new year and a new opportunity to become smarter, happier, and -- most importantly -- richer.</p><p>Although 2022 didn&#39;t go as planned -- the <b>S&amp;P 500</b> and <b>Nasdaq Composite</b> ended the year down 19% and 33%, respectively -- bear markets are known to be blessings in disguise. These typically once-in-a-decade events allow opportunistic investors to pounce on innovative, game-changing companies at a discount. And with Wall Street taking a drubbing last year, bargains abound -- if you&#39;re willing to do some digging.</p><p>As we move headlong into a new year filled with uncertainty, the following seven sensational stocks stand as being capable of doubling your money in 2023.</p><h2>1. Novavax</h2><p>The first phenomenal stock that has the potential to deliver triple-digit returns for its shareholders in the new year is biotech stock <b>Novavax</b>. Since hitting its all-time high during the COVID-19 pandemic, shares of Novavax have plunged as much as 97%. But with its market cap down to $874 million, there are an abundance of reasons to believe Novavax could &#34;shoot&#34; higher.</p><p>Novavax is one of a handful of drug developers that earned acclaim by running clinical trials for a COVID-19 vaccine. But unlike a majority of drugmakers, it was one of only three -- along with <b>Pfizer</b>/<b>BioNTech</b> and <b>Moderna</b> -- to achieve at least a 90% vaccine efficacy with its vaccine, NVX-CoV2373.</p><p>The Novavax vaccine is also differentiated by its mechanism of action. Instead of being messenger-RNA-based, as with the Pfizer/BioNTech and Moderna vaccines, NVX-CoV2373 uses older technology and bits of spike protein from the SARS-CoV-2 virus to teach a person&#39;s immune system how to recognize and fight the infection. For people who might be leery of taking an mRNA-based vaccine, Novavax provides a high-efficacy solution in developed and emerging markets.</p><p>In 2023, COVID-19 vaccine sales in the U.S. moved from advanced purchase agreements with the federal government to the private market. I expect this to improve Novavax&#39;s pricing power and help it better compete as an initial series and/or booster option.</p><p>Additionally, Novavax is sitting on an absolute mountain of cash. It ended September with $1.28 billion in cash and cash equivalents, which was prior to its recent gross proceeds raise of $250 million from the sale of shares and convertible debt. This provides more-than-enough capital to run clinical studies involving NVX-CoV2373 as a combination therapy (influenza + COVID-19), as well as further its influenza and respiratory syncytial virus vaccine candidates.</p><h2>2. Green Thumb Industries</h2><p>A second high-caliber stock that can double your money in 2023 is U.S. cannabis multi-state operator (MSO) <b>Green Thumb Industries</b>. Although a lack of cannabis reform on Capitol Hill has been a buzzkill for pot stocks, Green Thumb Industries&#39; growth strategy has proved unstoppable.</p><p>Before digging into company specifics, it&#39;s important to note two macro factors working in Green Thumb&#39;s favor. First, approximately three-quarters of U.S. states have legalized marijuana in some capacity. This provides more-than-enough opportunity for MSOs to grow their sales and push toward profitability.</p><p>Second, cannabis has been treated as a nondiscretionary good. Even if the U.S. dips into a recession this year, history has shown that consumers will continue to buy pot products.</p><p>Green Thumb Industries had 77 operating dispensaries open as of Dec. 1, 2022, with a presence in 15 legalized states. It holds enough retail licenses in its back pocket to effectively double its retail-store presence over time. With BDSA forecasting an increase in legal U.S. weed sales to $42 billion by 2026 from an estimated $27 billion in 2022, Green Thumb looks like it&#39;s in great shape.</p><p>The secret sauce that makes Green Thumb tick is its revenue mix. While dried cannabis flower is most often associated with marijuana use, more than half of Green Thumb&#39;s revenue comes from derivative products, such as vapes, edibles, dabs, beverages, pre-rolls, and health and beauty products. These are higher-priced products that deliver much juicier margins than dried cannabis flower. This revenue mix is precisely why Green Thumb has delivered nine consecutive quarters of profit, based on generally accepted accounting principles (GAAP).</p><p>With marijuana stocks getting thrashed to end the year following the exclusion of the SAFE Banking Act from the federal annual defense bill, now is the time to pounce on this industry leader.</p><h2>3. Bark</h2><p>For something way off the radar that can double your money in 2023, say hello to dog-focused products-and-services company <b>Bark</b>. Like virtually every other company that was brought to market via a special purpose acquisition company (SPAC) in 2020 and 2021, Bark has been decimated since making its public debut. But thanks to an unstoppable trend and the expectation of an improving income statement, the company has the tools needed to double shareholders&#39; money in 2023.</p><p>Though recessions are an inevitable part of the economic cycle, the U.S. pet industry hasn&#39;t seemed to care. It&#39;s been well over a quarter century since year-over-year pet expenditures declined in the United States, according to data from the American Pet Products Association (APPA). What&#39;s more, the percentage of households that own a pet is higher now than at any point since the APPA began its survey on pet ownership in 1988. (Translation: Pet owners willingly open their wallets to ensure the health and happiness of their four-legged family members.)</p><p>What makes Bark so special is the company&#39;s direct-to-consumer (DTC) focus. While the company&#39;s revenue breakdown can be fluid, depending on when orders are placed, it&#39;s pretty common for Bark to generate about 10% of its revenue from brick-and-mortar retail stores. The remainder comes from the company&#39;s 2.24 million (and growing) active subscriptions.</p><p>A DTC-driven operating model lends to highly predictable cash flow and helps keep inventory levels from getting out of hand. In other words, Bark&#39;s operating model should lead to lower overhead costs than its peers.</p><p>Furthermore, Bark has seen strong add-on sales growth since introducing Bark Bright (a dental-products offering) during the pandemic. With the addition of Bark Eats, a dry-food subscription service catered to specific dog breeds, Bark should be able to substantially narrow its losses while maintaining a gross margin of around 60% in the coming quarters.</p><h2>4. PubMatic</h2><p>Another sensational stock with the competitive advantages necessary to double your money in 2023 is cloud-based adtech company <b>PubMatic</b>. While ad spending during the first half of the year could be dicey -- which isn&#39;t uncommon when economic uncertainty is high -- PubMatic finds itself perfectly positioned to take advantage of a shift in spending to digital platforms.</p><p>Prior to the advent of the internet, the buying and selling of ads and ad space was time-consuming and inefficient. But thanks to the internet and companies like PubMatic, programmatic ad platforms now do virtually all of the work. The digital ad industry (i.e., video, mobile, connected TV (CTV), and over-the-top programmatic ads) is expected to grow by a compound annual rate of 14% through 2025.</p><p>PubMatic is a sell-side platform (SSP) that helps companies sell their digital display space to advertisers. As a result of consolidation, there aren&#39;t too many SSPs left, which puts PubMatic in an advantageous position within the space.</p><p>Although advertisers are upping their spending across all digital channels, the fastest growth has been seen with CTV. Not coincidentally, CTV accounts for a substantial portion of PubMatic&#39;s revenue, which is why it has consistently grown at a faster organic rate than the industry average.</p><p>In addition, PubMatic made the choice to design and build its own cloud-based programmatic ad platform. Though costly and time-consuming, this decision will allow the company to reap the rewards of higher operating margins as its revenue scales.</p><p>One final note: PubMatic ended September with $166.1 million in cash, cash equivalents, and marketable securities with no debt. This means it has an enterprise value of just over $500 million, despite an industry-topping double-digit growth rate and recurring profits.</p><h2>5. Lovesac</h2><p>The fifth remarkable stock that can double your money in 2023 is furniture retailer <b>Lovesac</b>. Fight the urge to fall asleep because I said &#34;furniture retailer,&#34; because this company is turning an industry desperate for disruption on its head.</p><p>One of the biggest differentiating factors with Lovesac <i>is</i> its furniture. Whereas most brick-and-mortar retailers buy products from the same group of wholesalers, Lovesac&#39;s products are unique. In particular, close to 88% of its net sales come from sactionals -- modular couches that can be rearranged to fit most living spaces.</p><p>Buyers can choose from over 200 different covers, and the yarn used in these covers is made entirely from recycled plastic water bottles. The functionality and optionality offered by Lovesac is unmatched.</p><p>Lovesac&#39;s operating model generally caters to middle- and upper-income millennials. These are folks who tend to appreciate Lovesac&#39;s ESG (environmental, social, and governance<i>) </i>tendencies. More importantly, the buying habits of these people tend to be less affected when minor economic downturns arise or inflation picks up. In short, Lovesac&#39;s business is unlikely to be hit as hard by high inflation or a recession as traditional furniture retailers.</p><p>But what&#39;s really allowed Lovesac to shine is its omnichannel sales approach. Despite having 189 retail locations spanning 40 states, it&#39;s been able to shift its sales online or utilize popup showrooms and a handful of brand-name partnerships, to bolster its sales. Similar to Bark, Lovesac has been able to use its DTC presence to lower its overhead expenses and push to full-year profitability.</p><p>In 2023, Lovesac&#39;s biggest catalyst looks like it will be inventory reduction. Wall Street has been concerned with rising inventory levels, which management contends is to meet growing demand. If Lovesac can maintain its double-digit organic growth rate, working through its inventory shouldn&#39;t be a problem.</p><h2>6. Petco Health &amp; Wellness</h2><p>The next sensational stock that can double your money in 2023 is none other than pet-focused retailer <b>Petco Health and Wellness</b>. That&#39;s right, this list is doubling down on pet owners&#39; willingness to spend on their furry, feathered, gilled, and scaled &#34;family members&#34; in the new year.</p><p>Petco Health and Wellness was sent to the doghouse last year. Shares of the company plunged 52%, with most of these losses coming after the company&#39;s disappointing second quarter, which featured higher integration costs following its acquisition of veterinary-care company Thrive.</p><p>Petco and Thrive formed a joint venture in 2017 that saw the duo grow to around 100 pet hospitals located in Petco stores. This deal was for Thrive&#39;s 50% stake in that joint venture.</p><p>But as noted, spending on pets has effectively been recession-proof since the mid-1990s. While growth slowdowns are certainly possible, a record level of pet ownership in the wake of the pandemic bodes well for companies like Petco.</p><p>What&#39;s far more important is that Petco&#39;s focus on subscription services and digital sales is beginning to pay off. Even though in-store interactions will continue to generate the bulk of the company&#39;s sales, the pandemic taught Petco&#39;s management team the importance of having a beefed-up online presence. Digital sales were up 10% from the prior-year period in the company&#39;s fiscal quarter ended Oct. 29, 2022, and 42% when looking back two years.</p><p>In terms of subscriptions, the company now has north of 400,000 Vital Care members. Vital Care provides members discounts on various products, grooming, and routine vet exams and has seen its recurring revenue jump 56% from the previous year. If Petco can sustain strong double-digit recurring revenue and subscription growth in 2023, it could reasonably reverse course and retrace all of its losses from last year.</p><h2>7. Redfin</h2><p>Last but not least, consider technology-driven real estate company <b>Redfin</b> as a stock that can double your money in 2023.</p><p>There&#39;s absolutely no sugarcoating how poor the past year and change has been for real estate-focused businesses. Redfin has lost approximately 96% of its value since reaching its all-time high, and rapidly rising mortgage rates are doing the industry no favors.</p><p>A report from the company notes that home sales plummeted 35% in November from the prior-year period, the largest decline on record. And new listings plunged 28%, which is the second-largest year-over-year drop in history.</p><p>Despite this abysmal data, it&#39;s plausible that pessimists have overshot to the downside, considering the competitive advantages Redfin offers when compared to traditional real estate firms.</p><p>For example, traditional real estate companies and agents charge anywhere from 2.5% to 3% for their services. Redfin charges its customers either 1% or 1.5%, depending on how much previous businesses they have done with the company. With a median home sales price of $393,682 in November, an up to 2 percentage-point difference when compared to traditional real estate firms, can save sellers more than $7,800 (at the median).</p><p>Redfin also offers a variety of services designed to either help sellers maximize the value of their homes or lessen the burdens associated with selling property. These services can help boost Redfin&#39;s gross margin by adding a personalized touch that traditional real estate companies fail to provide.</p><p>The final consideration with Redfin is that it&#39;s exiting its iBuyer business, known as RedfinNow. This segment purchased homes for cash, which were later resold.</p><p>Ending this program and paring down its portfolio of assets will bolster the company&#39;s cash position while lowering expenses. Management believes this combination of cost-cutting and refocusing on its bread-and-butter internet service-based advantages can lead the company to a profitable year in 2024.</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>7 Sensational Stocks That Can Double Your Money in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Sensational Stocks That Can Double Your Money in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/03/7-sensational-stocks-can-double-your-money-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to a new year and a new opportunity to become smarter, happier, and -- most importantly -- richer.Although 2022 didn't go as planned -- the S&P 500 and Nasdaq Composite ended the year down 19%...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/03/7-sensational-stocks-can-double-your-money-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PUBM":"PubMatic, Inc.","GTBIF":"Green Thumb Industries Inc.","WOOF":"Petco Health and Wellness Company, Inc.","BARK":"The Original Bark Corp.","RDFN":"Redfin Corp","NVAX":"诺瓦瓦克斯医药","LOVE":"Lovesac Co."},"source_url":"https://www.fool.com/investing/2023/01/03/7-sensational-stocks-can-double-your-money-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300434056","content_text":"Welcome to a new year and a new opportunity to become smarter, happier, and -- most importantly -- richer.Although 2022 didn't go as planned -- the S&P 500 and Nasdaq Composite ended the year down 19% and 33%, respectively -- bear markets are known to be blessings in disguise. These typically once-in-a-decade events allow opportunistic investors to pounce on innovative, game-changing companies at a discount. And with Wall Street taking a drubbing last year, bargains abound -- if you're willing to do some digging.As we move headlong into a new year filled with uncertainty, the following seven sensational stocks stand as being capable of doubling your money in 2023.1. NovavaxThe first phenomenal stock that has the potential to deliver triple-digit returns for its shareholders in the new year is biotech stock Novavax. Since hitting its all-time high during the COVID-19 pandemic, shares of Novavax have plunged as much as 97%. But with its market cap down to $874 million, there are an abundance of reasons to believe Novavax could \"shoot\" higher.Novavax is one of a handful of drug developers that earned acclaim by running clinical trials for a COVID-19 vaccine. But unlike a majority of drugmakers, it was one of only three -- along with Pfizer/BioNTech and Moderna -- to achieve at least a 90% vaccine efficacy with its vaccine, NVX-CoV2373.The Novavax vaccine is also differentiated by its mechanism of action. Instead of being messenger-RNA-based, as with the Pfizer/BioNTech and Moderna vaccines, NVX-CoV2373 uses older technology and bits of spike protein from the SARS-CoV-2 virus to teach a person's immune system how to recognize and fight the infection. For people who might be leery of taking an mRNA-based vaccine, Novavax provides a high-efficacy solution in developed and emerging markets.In 2023, COVID-19 vaccine sales in the U.S. moved from advanced purchase agreements with the federal government to the private market. I expect this to improve Novavax's pricing power and help it better compete as an initial series and/or booster option.Additionally, Novavax is sitting on an absolute mountain of cash. It ended September with $1.28 billion in cash and cash equivalents, which was prior to its recent gross proceeds raise of $250 million from the sale of shares and convertible debt. This provides more-than-enough capital to run clinical studies involving NVX-CoV2373 as a combination therapy (influenza + COVID-19), as well as further its influenza and respiratory syncytial virus vaccine candidates.2. Green Thumb IndustriesA second high-caliber stock that can double your money in 2023 is U.S. cannabis multi-state operator (MSO) Green Thumb Industries. Although a lack of cannabis reform on Capitol Hill has been a buzzkill for pot stocks, Green Thumb Industries' growth strategy has proved unstoppable.Before digging into company specifics, it's important to note two macro factors working in Green Thumb's favor. First, approximately three-quarters of U.S. states have legalized marijuana in some capacity. This provides more-than-enough opportunity for MSOs to grow their sales and push toward profitability.Second, cannabis has been treated as a nondiscretionary good. Even if the U.S. dips into a recession this year, history has shown that consumers will continue to buy pot products.Green Thumb Industries had 77 operating dispensaries open as of Dec. 1, 2022, with a presence in 15 legalized states. It holds enough retail licenses in its back pocket to effectively double its retail-store presence over time. With BDSA forecasting an increase in legal U.S. weed sales to $42 billion by 2026 from an estimated $27 billion in 2022, Green Thumb looks like it's in great shape.The secret sauce that makes Green Thumb tick is its revenue mix. While dried cannabis flower is most often associated with marijuana use, more than half of Green Thumb's revenue comes from derivative products, such as vapes, edibles, dabs, beverages, pre-rolls, and health and beauty products. These are higher-priced products that deliver much juicier margins than dried cannabis flower. This revenue mix is precisely why Green Thumb has delivered nine consecutive quarters of profit, based on generally accepted accounting principles (GAAP).With marijuana stocks getting thrashed to end the year following the exclusion of the SAFE Banking Act from the federal annual defense bill, now is the time to pounce on this industry leader.3. BarkFor something way off the radar that can double your money in 2023, say hello to dog-focused products-and-services company Bark. Like virtually every other company that was brought to market via a special purpose acquisition company (SPAC) in 2020 and 2021, Bark has been decimated since making its public debut. But thanks to an unstoppable trend and the expectation of an improving income statement, the company has the tools needed to double shareholders' money in 2023.Though recessions are an inevitable part of the economic cycle, the U.S. pet industry hasn't seemed to care. It's been well over a quarter century since year-over-year pet expenditures declined in the United States, according to data from the American Pet Products Association (APPA). What's more, the percentage of households that own a pet is higher now than at any point since the APPA began its survey on pet ownership in 1988. (Translation: Pet owners willingly open their wallets to ensure the health and happiness of their four-legged family members.)What makes Bark so special is the company's direct-to-consumer (DTC) focus. While the company's revenue breakdown can be fluid, depending on when orders are placed, it's pretty common for Bark to generate about 10% of its revenue from brick-and-mortar retail stores. The remainder comes from the company's 2.24 million (and growing) active subscriptions.A DTC-driven operating model lends to highly predictable cash flow and helps keep inventory levels from getting out of hand. In other words, Bark's operating model should lead to lower overhead costs than its peers.Furthermore, Bark has seen strong add-on sales growth since introducing Bark Bright (a dental-products offering) during the pandemic. With the addition of Bark Eats, a dry-food subscription service catered to specific dog breeds, Bark should be able to substantially narrow its losses while maintaining a gross margin of around 60% in the coming quarters.4. PubMaticAnother sensational stock with the competitive advantages necessary to double your money in 2023 is cloud-based adtech company PubMatic. While ad spending during the first half of the year could be dicey -- which isn't uncommon when economic uncertainty is high -- PubMatic finds itself perfectly positioned to take advantage of a shift in spending to digital platforms.Prior to the advent of the internet, the buying and selling of ads and ad space was time-consuming and inefficient. But thanks to the internet and companies like PubMatic, programmatic ad platforms now do virtually all of the work. The digital ad industry (i.e., video, mobile, connected TV (CTV), and over-the-top programmatic ads) is expected to grow by a compound annual rate of 14% through 2025.PubMatic is a sell-side platform (SSP) that helps companies sell their digital display space to advertisers. As a result of consolidation, there aren't too many SSPs left, which puts PubMatic in an advantageous position within the space.Although advertisers are upping their spending across all digital channels, the fastest growth has been seen with CTV. Not coincidentally, CTV accounts for a substantial portion of PubMatic's revenue, which is why it has consistently grown at a faster organic rate than the industry average.In addition, PubMatic made the choice to design and build its own cloud-based programmatic ad platform. Though costly and time-consuming, this decision will allow the company to reap the rewards of higher operating margins as its revenue scales.One final note: PubMatic ended September with $166.1 million in cash, cash equivalents, and marketable securities with no debt. This means it has an enterprise value of just over $500 million, despite an industry-topping double-digit growth rate and recurring profits.5. LovesacThe fifth remarkable stock that can double your money in 2023 is furniture retailer Lovesac. Fight the urge to fall asleep because I said \"furniture retailer,\" because this company is turning an industry desperate for disruption on its head.One of the biggest differentiating factors with Lovesac is its furniture. Whereas most brick-and-mortar retailers buy products from the same group of wholesalers, Lovesac's products are unique. In particular, close to 88% of its net sales come from sactionals -- modular couches that can be rearranged to fit most living spaces.Buyers can choose from over 200 different covers, and the yarn used in these covers is made entirely from recycled plastic water bottles. The functionality and optionality offered by Lovesac is unmatched.Lovesac's operating model generally caters to middle- and upper-income millennials. These are folks who tend to appreciate Lovesac's ESG (environmental, social, and governance) tendencies. More importantly, the buying habits of these people tend to be less affected when minor economic downturns arise or inflation picks up. In short, Lovesac's business is unlikely to be hit as hard by high inflation or a recession as traditional furniture retailers.But what's really allowed Lovesac to shine is its omnichannel sales approach. Despite having 189 retail locations spanning 40 states, it's been able to shift its sales online or utilize popup showrooms and a handful of brand-name partnerships, to bolster its sales. Similar to Bark, Lovesac has been able to use its DTC presence to lower its overhead expenses and push to full-year profitability.In 2023, Lovesac's biggest catalyst looks like it will be inventory reduction. Wall Street has been concerned with rising inventory levels, which management contends is to meet growing demand. If Lovesac can maintain its double-digit organic growth rate, working through its inventory shouldn't be a problem.6. Petco Health & WellnessThe next sensational stock that can double your money in 2023 is none other than pet-focused retailer Petco Health and Wellness. That's right, this list is doubling down on pet owners' willingness to spend on their furry, feathered, gilled, and scaled \"family members\" in the new year.Petco Health and Wellness was sent to the doghouse last year. Shares of the company plunged 52%, with most of these losses coming after the company's disappointing second quarter, which featured higher integration costs following its acquisition of veterinary-care company Thrive.Petco and Thrive formed a joint venture in 2017 that saw the duo grow to around 100 pet hospitals located in Petco stores. This deal was for Thrive's 50% stake in that joint venture.But as noted, spending on pets has effectively been recession-proof since the mid-1990s. While growth slowdowns are certainly possible, a record level of pet ownership in the wake of the pandemic bodes well for companies like Petco.What's far more important is that Petco's focus on subscription services and digital sales is beginning to pay off. Even though in-store interactions will continue to generate the bulk of the company's sales, the pandemic taught Petco's management team the importance of having a beefed-up online presence. Digital sales were up 10% from the prior-year period in the company's fiscal quarter ended Oct. 29, 2022, and 42% when looking back two years.In terms of subscriptions, the company now has north of 400,000 Vital Care members. Vital Care provides members discounts on various products, grooming, and routine vet exams and has seen its recurring revenue jump 56% from the previous year. If Petco can sustain strong double-digit recurring revenue and subscription growth in 2023, it could reasonably reverse course and retrace all of its losses from last year.7. RedfinLast but not least, consider technology-driven real estate company Redfin as a stock that can double your money in 2023.There's absolutely no sugarcoating how poor the past year and change has been for real estate-focused businesses. Redfin has lost approximately 96% of its value since reaching its all-time high, and rapidly rising mortgage rates are doing the industry no favors.A report from the company notes that home sales plummeted 35% in November from the prior-year period, the largest decline on record. And new listings plunged 28%, which is the second-largest year-over-year drop in history.Despite this abysmal data, it's plausible that pessimists have overshot to the downside, considering the competitive advantages Redfin offers when compared to traditional real estate firms.For example, traditional real estate companies and agents charge anywhere from 2.5% to 3% for their services. Redfin charges its customers either 1% or 1.5%, depending on how much previous businesses they have done with the company. With a median home sales price of $393,682 in November, an up to 2 percentage-point difference when compared to traditional real estate firms, can save sellers more than $7,800 (at the median).Redfin also offers a variety of services designed to either help sellers maximize the value of their homes or lessen the burdens associated with selling property. These services can help boost Redfin's gross margin by adding a personalized touch that traditional real estate companies fail to provide.The final consideration with Redfin is that it's exiting its iBuyer business, known as RedfinNow. This segment purchased homes for cash, which were later resold.Ending this program and paring down its portfolio of assets will bolster the company's cash position while lowering expenses. Management believes this combination of cost-cutting and refocusing on its bread-and-butter internet service-based advantages can lead the company to a profitable year in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962363787,"gmtCreate":1669724992949,"gmtModify":1676538229698,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Apple Rocks&nbsp;","listText":"Apple Rocks&nbsp;","text":"Apple Rocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962363787","repostId":"1123801521","repostType":2,"repost":{"id":"1123801521","kind":"news","pubTimestamp":1669723755,"share":"https://ttm.financial/m/news/1123801521?lang=&edition=fundamental","pubTime":"2022-11-29 20:09","market":"us","language":"en","title":"Apple’s Stock Buyback Bonanza Helps to Buoy Shares in Market Slump","url":"https://stock-news.laohu8.com/highlight/detail?id=1123801521","media":"Bloomberg","summary":"Apple has spent $550 billion on repurchases in a decadeCash returns help offset short-term concerns ","content":"<html><head></head><body><ul><li>Apple has spent $550 billion on repurchases in a decade</li><li>Cash returns help offset short-term concerns on iPhone output</li></ul><p>Apple Inc. has shelled out more than $550 billion buying back its own shares over the past decade, more than any other US company, and the technology juggernaut shows no signs of slowing down.</p><p>Even with the stock under pressure the past few days because of production delays for its newest handsets, Apple has fared better than other megacap tech companies in this year’s bear market. Solid earnings and generous buybacks have become a central part of the investment thesis, making the stock more attractive during turbulent times.</p><h3>Massive Buybacks</h3><p><img src=\"https://static.tigerbbs.com/7e5bdcde57916bace21e91d2ef7beada\" tg-width=\"637\" tg-height=\"351\" width=\"100%\" height=\"auto\"/>“That’s how they get the safe haven, the gold standard view from investors,” said Gene Munster, who covered Apple during a 21-year career as an analyst before co-founding venture-capital firm Loup Ventures. “When they just keep showing up and generating the kind of cash they do and buying their own stock back, it sends a strong message and I think they’ll continue to do that as much as they can.”</p><p>The next signpost for investors about Apple’s appetite for its own stock will come in April, which is when the company typically tops up its repurchase authorization. It’s added $90 billion to the program in each of the past two years. It’s still generating the earnings to replenish its bank account: It was the only megacap to rally in the wake of its results this quarter, and the report kept analysts from dramatically slashing estimates, in contrast to widespread cuts at its peers.</p><h3>Net Cash Neutral</h3><p>Even with economies slowing around the world, demand is still strong for Apple’s most expensive iPhones, analysts say. The problem now is manufacturing delays because of Covid lockdowns in China, leading to what analysts say are record wait times for deliveries just as the holiday shopping season kicks off. While that may cause a short-term hit to revenue, there’s no sign it’s denting the longer-term case for the stock.</p><p>Apple accumulated cash for years under co-founder Steve Jobs, and Chief Executive Officer Tim Cook has been working on ways to better invest the money and return it to shareholders. Apple, which ended last quarter with $169 billion in cash and marketable securities, aims to have net cash -- cash minus debt outstanding -- of zero in the future.</p><p>“This is an aggressive bet that they made, something that Steve Jobs would have never done, and it’s paid off nicely for the company and its investors in part because the stock has done well during that period,” Munster said of the share repurchases.</p><p>Apple, the world’s largest company with a market value of almost $2.3 trillion, also is in a league of its own when it comes to share buybacks.</p><p>In two of the last five years, it has outspent the second-highest repurchaser by least $50 billion. It spent almost $90 billion last year, about equal to the market value of Citigroup Inc.</p><h3>Dominating Buyback Charts</h3><p><img src=\"https://static.tigerbbs.com/e504e54952af625c58fcc077c57dc4c2\" tg-width=\"642\" tg-height=\"371\" width=\"100%\" height=\"auto\"/>Investors like buybacks because they reduce a company’s share count and thereby provide a lift to earnings per share. The risk is that a company overpays, buying at a time when the stock is overvalued. Apple, though, says it’s paid an average price of $47 a share since it began buying back stock a decade ago, compared with the current share price of $144.22.</p><p>Apple has steered clear from using its cash pile to make large acquisitions, at a time when scrutiny of the size and clout of megacap tech firms is rising. Bulls say buybacks have been a good strategy for the company, until it turns its resources to a new product category like automotive, which could prove more capital intensive.</p><p>“In general, investors would like to see cash being used to generate growth,” said Lewis Grant, senior portfolio manager for global equities at Federated Hermes Ltd. “But when you look at a company the size of Apple and the amount of cash that we’re really talking about, deploying tens of billions of dollars every year to generate growth is perhaps overly ambitious.”</p><p>Apple also pays a cash dividend, but it’s almost an afterthought. The quarterly payout of 23 cents a share equals 0.6% of the stock price, one of the lowest yields in the S&amp;P 500 index. Apple raised the payout by a penny in May and said it’s committed to annual increases.</p><p>However, investors don’t seem overly concerned how the company chooses to return capital, as long as they continue to do so.</p><p>“We actually don’t care which way you send the capital back to us,” said Mark Stoeckle, Adams Funds’ chief executive officer, adding that Apple would have to raise its dividend by “an enormous amount” to get to a yield that would matter. “We just don’t see that happening, so we’re just as happy with the stock buyback.”</p><h3>Tech Chart of the Day</h3><p><img src=\"https://static.tigerbbs.com/fa7ca1712e341191ddece38007542608\" tg-width=\"620\" tg-height=\"348\" width=\"100%\" height=\"auto\"/>Activision Blizzard Inc. analysts are growing more positive on the video-game maker, seeing value in the stock even as Microsoft Corp.’s planned acquisition looks increasingly dicey. At least six firms have upgraded their ratings in November, including three on Monday. The trend has lifted the Bloomberg consensus rating on the stock -- a ratio of its buy, hold and sell ratings -- to 4.6 out of 5, its highest since January, and up from an April low of 3.94. This has made Activision nearly as well liked among Wall Street analysts as Take-Two Interactive Software Inc., which boasts a consensus rating of 4.57, and above Electronic Arts Inc., which has a consensus rating of 4.29.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s Stock Buyback Bonanza Helps to Buoy Shares in Market Slump</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’s Stock Buyback Bonanza Helps to Buoy Shares in Market Slump\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-29 20:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-29/apple-aapl-stock-buyback-bonanza-helps-to-buoy-stock-in-market-slump?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple has spent $550 billion on repurchases in a decadeCash returns help offset short-term concerns on iPhone outputApple Inc. has shelled out more than $550 billion buying back its own shares over ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-29/apple-aapl-stock-buyback-bonanza-helps-to-buoy-stock-in-market-slump?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-29/apple-aapl-stock-buyback-bonanza-helps-to-buoy-stock-in-market-slump?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123801521","content_text":"Apple has spent $550 billion on repurchases in a decadeCash returns help offset short-term concerns on iPhone outputApple Inc. has shelled out more than $550 billion buying back its own shares over the past decade, more than any other US company, and the technology juggernaut shows no signs of slowing down.Even with the stock under pressure the past few days because of production delays for its newest handsets, Apple has fared better than other megacap tech companies in this year’s bear market. Solid earnings and generous buybacks have become a central part of the investment thesis, making the stock more attractive during turbulent times.Massive Buybacks“That’s how they get the safe haven, the gold standard view from investors,” said Gene Munster, who covered Apple during a 21-year career as an analyst before co-founding venture-capital firm Loup Ventures. “When they just keep showing up and generating the kind of cash they do and buying their own stock back, it sends a strong message and I think they’ll continue to do that as much as they can.”The next signpost for investors about Apple’s appetite for its own stock will come in April, which is when the company typically tops up its repurchase authorization. It’s added $90 billion to the program in each of the past two years. It’s still generating the earnings to replenish its bank account: It was the only megacap to rally in the wake of its results this quarter, and the report kept analysts from dramatically slashing estimates, in contrast to widespread cuts at its peers.Net Cash NeutralEven with economies slowing around the world, demand is still strong for Apple’s most expensive iPhones, analysts say. The problem now is manufacturing delays because of Covid lockdowns in China, leading to what analysts say are record wait times for deliveries just as the holiday shopping season kicks off. While that may cause a short-term hit to revenue, there’s no sign it’s denting the longer-term case for the stock.Apple accumulated cash for years under co-founder Steve Jobs, and Chief Executive Officer Tim Cook has been working on ways to better invest the money and return it to shareholders. Apple, which ended last quarter with $169 billion in cash and marketable securities, aims to have net cash -- cash minus debt outstanding -- of zero in the future.“This is an aggressive bet that they made, something that Steve Jobs would have never done, and it’s paid off nicely for the company and its investors in part because the stock has done well during that period,” Munster said of the share repurchases.Apple, the world’s largest company with a market value of almost $2.3 trillion, also is in a league of its own when it comes to share buybacks.In two of the last five years, it has outspent the second-highest repurchaser by least $50 billion. It spent almost $90 billion last year, about equal to the market value of Citigroup Inc.Dominating Buyback ChartsInvestors like buybacks because they reduce a company’s share count and thereby provide a lift to earnings per share. The risk is that a company overpays, buying at a time when the stock is overvalued. Apple, though, says it’s paid an average price of $47 a share since it began buying back stock a decade ago, compared with the current share price of $144.22.Apple has steered clear from using its cash pile to make large acquisitions, at a time when scrutiny of the size and clout of megacap tech firms is rising. Bulls say buybacks have been a good strategy for the company, until it turns its resources to a new product category like automotive, which could prove more capital intensive.“In general, investors would like to see cash being used to generate growth,” said Lewis Grant, senior portfolio manager for global equities at Federated Hermes Ltd. “But when you look at a company the size of Apple and the amount of cash that we’re really talking about, deploying tens of billions of dollars every year to generate growth is perhaps overly ambitious.”Apple also pays a cash dividend, but it’s almost an afterthought. The quarterly payout of 23 cents a share equals 0.6% of the stock price, one of the lowest yields in the S&P 500 index. Apple raised the payout by a penny in May and said it’s committed to annual increases.However, investors don’t seem overly concerned how the company chooses to return capital, as long as they continue to do so.“We actually don’t care which way you send the capital back to us,” said Mark Stoeckle, Adams Funds’ chief executive officer, adding that Apple would have to raise its dividend by “an enormous amount” to get to a yield that would matter. “We just don’t see that happening, so we’re just as happy with the stock buyback.”Tech Chart of the DayActivision Blizzard Inc. analysts are growing more positive on the video-game maker, seeing value in the stock even as Microsoft Corp.’s planned acquisition looks increasingly dicey. At least six firms have upgraded their ratings in November, including three on Monday. The trend has lifted the Bloomberg consensus rating on the stock -- a ratio of its buy, hold and sell ratings -- to 4.6 out of 5, its highest since January, and up from an April low of 3.94. This has made Activision nearly as well liked among Wall Street analysts as Take-Two Interactive Software Inc., which boasts a consensus rating of 4.57, and above Electronic Arts Inc., which has a consensus rating of 4.29.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041084453,"gmtCreate":1655981568372,"gmtModify":1676535744584,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Is to buy before the end of recession. Not to buy before recession. LOL","listText":"Is to buy before the end of recession. Not to buy before recession. LOL","text":"Is to buy before the end of recession. Not to buy before recession. LOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041084453","repostId":"1114915330","repostType":2,"repost":{"id":"1114915330","kind":"news","pubTimestamp":1655975204,"share":"https://ttm.financial/m/news/1114915330?lang=&edition=fundamental","pubTime":"2022-06-23 17:06","market":"us","language":"en","title":"3 Growth Stocks to Buy Now Before the Recession Hits","url":"https://stock-news.laohu8.com/highlight/detail?id=1114915330","media":"InvestorPlace","summary":"These stocks are sure to rebound and rise to new heights when the current bear market ends","content":"<html><head></head><body><ul><li>When the recession hits, fundamentals will separate the winners from the losers. These three stocks have what it takes.</li><li><b>Amazon(AMZN)</b>: The e-commerce giant&#39;s stock is at its lowest level since the 2008-09 financial crisis.</li><li><b>Nvidia (NVDA)</b>: Hovering near its 52-week low, this leading chip stock is at fire sale prices right now.</li><li><b>CrowdStrike(CRWD)</b>:The cybersecurity stock is sure to benefit once the current bear market ends.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e41666f1889951f95b553cc77b5ff08\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><span>Source: eamesBot / Shutterstock</span></p><p>While it can be difficult for investors to feel optimistic and willing to buy stocks during the current market volatility, the reality is that there are many great stocks on sale right now. Prices for growth stocks in particular have been beaten down this year, putting them at extremely attractive prices and valuations.</p><p>Investors who can stomach the near-term volatility are likely to be rewarded long-term as markets rebound and the share prices of leading growth stocks rebound and ascend to new heights.</p><p>While the market has pulled down all stocks this year on fears of inflation and a potential economic recession, the declines are not due to any fundamental problems at many leading companies. Here are three growth stocks to buy now before a possible recession hits.</p><p><b>Amazon (AMZN)</b></p><p>Following its recent 20-for-1 stock split, shares of e-commerce giant <b>Amazon.com, Inc.</b>(NASDAQ:<b><u>AMZN</u></b>) are currently trading at $105, their most affordable level since the 2008-09 financial crisis.</p><p>AMZN stock is down nearly 40% year to date, putting it at fire sale prices. While the Seattle-based company is struggling with some short-term issues, long-term Amazon should continue delivering for shareholders.</p><p>Problems weighing on AMZN stock include supply chain constraints, employee wage inflation, and a bet on electric vehicle maker <b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>) that led Amazon to take a $7.6 billion loss on the investment. The Rivian gamble resulted in Amazon reporting a net loss of $3.8 billion in its most recent quarter, pushing its share price down in the process. However, investors should keep in mind that over the past five years, Amazon has delivered a 110% return to shareholders. This stock is built to last.</p><p><b>Nvidia (NVDA)</b></p><p>Microchip and semiconductor company <b>Nvidia Corporation</b> (NASDAQ:<b><u>NVDA</u></b>) is another great technology stock that is on sale right now. Investors with a long-term horizon can buy NVDA stock at $157, which is only slightly above its 52-week low of $153.28 and 55% below its 12-month high of $346.47.</p><p>At these levels, Nvidia really is a screaming buy, especially given its increasingly dominant position in the chip and semiconductor space.</p><p>The fall in the share price of Santa Clara, California-based Nvidia has more to do with negative investor sentiment and the broader decline in the entire stock market than Nvidia’s performance. Despite some temporary headwinds in the form of inflation and supply chains, Nvidia has continued to beat Wall Street expectations this year.</p><p>In its most recent earnings print, Nvidia beat analyst consensus expectations for its revenue and earnings per share. Its total sales were up 46% year-over-year.</p><p>However, NVDA stock fell after its earnings when the company provided lower forward guidance, saying video game sales are slowing. But don’t be fooled, Nvidia’s share price will come roaring back when the current bear market ends.</p><p><b>CrowdStrike (CRWD)</b></p><p>Cybersecurity company <b>CrowdStrike Holdings, Inc.</b> (NASDAQ:<b><u>CRWD</u></b>) is not only a solid technology stock, it is also the right firm at the right time. This is because cybersecurity is front-and-center on the minds of government and corporate leaders, as well as investors. Major cyber attacks on leading companies such as Nvidia and <b>Microsoft</b> (NASDAQ:<b><u>MSFT</u></b>), as well as Russia - Ukraine war, have heightened awareness of the importance of cybersecurity. President Joe Biden has publicly urged corporate American to take the issue seriously.</p><p>This is good news for CrowdStrike and its shareholders. It also helps to explain why CRWD stock is only down 19% year to date versus a 32% decline for the Nasdaq index on which the company’s shares trade. And at $160 per share, CrowdStrike’s stock is 46% below its 52-week high of $298.48.</p><p>Going forward, the stock is sure to rebound and soar to new heights coming out of the current downturn as corporations and governments continue to invest heavily in cybersecurity.</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>3 Growth Stocks to Buy Now Before the Recession Hits</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Growth Stocks to Buy Now Before the Recession Hits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 17:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/3-growth-stocks-to-buy-now-before-the-recession-hits-crwd-amzn-nvda/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When the recession hits, fundamentals will separate the winners from the losers. These three stocks have what it takes.Amazon(AMZN): The e-commerce giant's stock is at its lowest level since the 2008-...</p>\n\n<a href=\"https://investorplace.com/2022/06/3-growth-stocks-to-buy-now-before-the-recession-hits-crwd-amzn-nvda/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","CRWD":"CrowdStrike Holdings, Inc.","NVDA":"英伟达"},"source_url":"https://investorplace.com/2022/06/3-growth-stocks-to-buy-now-before-the-recession-hits-crwd-amzn-nvda/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114915330","content_text":"When the recession hits, fundamentals will separate the winners from the losers. These three stocks have what it takes.Amazon(AMZN): The e-commerce giant's stock is at its lowest level since the 2008-09 financial crisis.Nvidia (NVDA): Hovering near its 52-week low, this leading chip stock is at fire sale prices right now.CrowdStrike(CRWD):The cybersecurity stock is sure to benefit once the current bear market ends.Source: eamesBot / ShutterstockWhile it can be difficult for investors to feel optimistic and willing to buy stocks during the current market volatility, the reality is that there are many great stocks on sale right now. Prices for growth stocks in particular have been beaten down this year, putting them at extremely attractive prices and valuations.Investors who can stomach the near-term volatility are likely to be rewarded long-term as markets rebound and the share prices of leading growth stocks rebound and ascend to new heights.While the market has pulled down all stocks this year on fears of inflation and a potential economic recession, the declines are not due to any fundamental problems at many leading companies. Here are three growth stocks to buy now before a possible recession hits.Amazon (AMZN)Following its recent 20-for-1 stock split, shares of e-commerce giant Amazon.com, Inc.(NASDAQ:AMZN) are currently trading at $105, their most affordable level since the 2008-09 financial crisis.AMZN stock is down nearly 40% year to date, putting it at fire sale prices. While the Seattle-based company is struggling with some short-term issues, long-term Amazon should continue delivering for shareholders.Problems weighing on AMZN stock include supply chain constraints, employee wage inflation, and a bet on electric vehicle maker Rivian(NASDAQ:RIVN) that led Amazon to take a $7.6 billion loss on the investment. The Rivian gamble resulted in Amazon reporting a net loss of $3.8 billion in its most recent quarter, pushing its share price down in the process. However, investors should keep in mind that over the past five years, Amazon has delivered a 110% return to shareholders. This stock is built to last.Nvidia (NVDA)Microchip and semiconductor company Nvidia Corporation (NASDAQ:NVDA) is another great technology stock that is on sale right now. Investors with a long-term horizon can buy NVDA stock at $157, which is only slightly above its 52-week low of $153.28 and 55% below its 12-month high of $346.47.At these levels, Nvidia really is a screaming buy, especially given its increasingly dominant position in the chip and semiconductor space.The fall in the share price of Santa Clara, California-based Nvidia has more to do with negative investor sentiment and the broader decline in the entire stock market than Nvidia’s performance. Despite some temporary headwinds in the form of inflation and supply chains, Nvidia has continued to beat Wall Street expectations this year.In its most recent earnings print, Nvidia beat analyst consensus expectations for its revenue and earnings per share. Its total sales were up 46% year-over-year.However, NVDA stock fell after its earnings when the company provided lower forward guidance, saying video game sales are slowing. But don’t be fooled, Nvidia’s share price will come roaring back when the current bear market ends.CrowdStrike (CRWD)Cybersecurity company CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is not only a solid technology stock, it is also the right firm at the right time. This is because cybersecurity is front-and-center on the minds of government and corporate leaders, as well as investors. Major cyber attacks on leading companies such as Nvidia and Microsoft (NASDAQ:MSFT), as well as Russia - Ukraine war, have heightened awareness of the importance of cybersecurity. President Joe Biden has publicly urged corporate American to take the issue seriously.This is good news for CrowdStrike and its shareholders. It also helps to explain why CRWD stock is only down 19% year to date versus a 32% decline for the Nasdaq index on which the company’s shares trade. And at $160 per share, CrowdStrike’s stock is 46% below its 52-week high of $298.48.Going forward, the stock is sure to rebound and soar to new heights coming out of the current downturn as corporations and governments continue to invest heavily in cybersecurity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220827476119664,"gmtCreate":1694934355419,"gmtModify":1694934360103,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"I view Grab as a&nbsp;better investment.&nbsp; Grab will definitely cut more incentive from drivers and food riders to narrow down break even or go for profit. Plus buying over Trans-Cab to get more market shares is a great move from Grab.","listText":"I view Grab as a&nbsp;better investment.&nbsp; Grab will definitely cut more incentive from drivers and food riders to narrow down break even or go for profit. Plus buying over Trans-Cab to get more market shares is a great move from Grab.","text":"I view Grab as a better investment. Grab will definitely cut more incentive from drivers and food riders to narrow down break even or go for profit. Plus buying over Trans-Cab to get more market shares is a great move from Grab.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220827476119664","repostId":"2367679393","repostType":2,"repost":{"id":"2367679393","kind":"highlight","pubTimestamp":1694914200,"share":"https://ttm.financial/m/news/2367679393?lang=&edition=fundamental","pubTime":"2023-09-17 09:30","market":"sg","language":"en","title":"Better Growth Stock: Sea Limited vs. Grab Holdings","url":"https://stock-news.laohu8.com/highlight/detail?id=2367679393","media":"Motley Fool","summary":"Which of these Southeast Asian tech giants is the better buy?","content":"<html><head></head><body><h2 id=\"id_496429749\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>Sea’s e-commerce and gaming businesses face existential challenges.</p></li><li><p>Grab continues to dominate the region’s mobility and delivery markets.</p></li><li><p>One of these tech leaders has a much brighter future.</p></li></ul><p><strong>Sea Limited</strong> and <strong>Grab</strong> are two of the biggest tech companies in Southeast Asia. Sea owns Shopee, the largest e-commerce marketplace in Southeast Asia and Taiwan, and the video game publisher Garena. Grab, which acquired <strong>Uber Technologies</strong>&#39; Southeast Asian business in 2018, is the region&#39;s largest mobility and delivery services provider. Both companies integrate their own digital payment services -- SeaMoney and GrabPay -- into their mobile apps.</p><p>But over the past 12 months, Sea&#39;s stock price fell 38% while Grab&#39;s stock rose 14%. Let&#39;s see why the e-commerce and gaming leader underperformed the mobility leader -- and if it will remain the weaker investment for the foreseeable future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7b111b4eb6e7a88bc0d73392e9a5995\" alt=\"The Singapore skyline. Image source: Getty Images.\" title=\"The Singapore skyline. Image source: Getty Images.\" tg-width=\"700\" tg-height=\"465\"/><span>The Singapore skyline. Image source: Getty Images.</span></p><h2 id=\"id_3720293121\">Sea faces an existential crisis</h2><p>Sea&#39;s revenue surged 101% in 2020 and 128% in 2021. Shopee&#39;s sales soared as more people shopped online throughout the pandemic, while Garena&#39;s <em>Free Fire</em> became the world&#39;s most downloaded battle royale game for mobile devices. But in 2022, its revenue only grew 25% as both businesses faced tough post-pandemic slowdowns.</p><p>Shopee struggled with fierce competition from <strong>Alibaba</strong>&#39;s Lazada across Southeast Asia, and the macroeconomic headwinds drove it to shut down several of its overseas marketplaces in Latin America, India, and Europe. Garena&#39;s <em>Free Fire</em> lost a lot of its paying users as the pandemic passed, and that slowdown was exacerbated by an unexpected ban in India -- its fastest-growing market -- which lasted from February 2022 to August 2023.</p><p>In 2022, Garena&#39;s bookings plunged 39%, and its revenue fell 9%. That slowdown partly offset Shopee&#39;s 18% growth in gross merchandise volume (GMV) and 42% revenue growth. Garena&#39;s slowdown forced Sea to aggressively cut costs over the past year since it previously subsidized the expansion of its unprofitable Shopee and SeaMoney divisions with <em>Free Fire&#39;</em>s profits.</p><p>Analysts expect Sea&#39;s revenue to rise less than 4% in 2023, but they also expect it to turn profitable for the first time since its IPO. Yet reining in its spending could narrow Shopee&#39;s moat by reducing its promotions and subsidies while delaying Garena&#39;s development of new games to succeed<em> Free Fire</em>. Sea&#39;s stock might seem cheap at less than 2 times this year&#39;s sales, but its high-growth days are likely over, and both of its core businesses could face existential challenges. </p><h2 id=\"id_2613667695\">Grab&#39;s near-term prospects look brighter</h2><p>In 2021, Grab&#39;s first year as a public company, its revenue rose 44% as its GMV grew 29%. In 2022, its revenue and GMV grew another 112% and 24%, respectively.</p><p>That growth was driven by the robust growth of both its mobility and delivery segments, which grew their GMV by 47% and 15%, respectively, for the full year. Its financial services GMV also rose 27% as it expanded its online lending business.</p><p>For 2023, Grab expects its revenue to rise 54% to 61%. It&#39;s still deeply unprofitable because it relies heavily on loss-leading incentives to gain new businesses and consumers, but it&#39;s been reducing those incentives throughout the first half of the year. As a result, it expects to narrow its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss from $793 million in 2022 to just $30 to $40 million in 2023.</p><p>Just like Uber, economies of scale are finally kicking in at Grab, which consistently dominates the mobility and food delivery markets across Southeast Asia with its 35 million monthly transacting users (MTUs). And unlike Sea, Grab&#39;s more disciplined spending doesn&#39;t coincide with a significant slowdown in its sales growth. But looking ahead, Grab might face new regulatory headwinds in Singapore, where the Land Transport Authority (LTA) recently launched a review of the ride-hailing industry.</p><p>At 6 times this year&#39;s sales, Grab&#39;s stock might seem a bit pricier than Sea&#39;s. Yet that price-to-sales ratio seems reasonable relative to its growth rates, and it doesn&#39;t face as many competitive challenges as the e-commerce and gaming leader.</p><h2 id=\"id_3444823829\">The better buy: Grab</h2><p>I once considered Sea to be a top long-term play on the economic growth of Southeast Asia, but Shopee and Garena&#39;s recent troubles are forcing me to reconsider that thesis.</p><p>Meanwhile, Grab might face some near-term regulatory challenges, but it&#39;s proven that it has plenty of staying power and remains far ahead of its closest mobility and delivery competitors. Its robust revenue growth and narrowing losses also make it a more promising investment than Sea -- which desperately needs to find fresh ways to grow its sales again.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Growth Stock: Sea Limited vs. Grab Holdings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Growth Stock: Sea Limited vs. Grab Holdings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-17 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/16/better-growth-stock-sea-limited-vs-grab-holdings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSea’s e-commerce and gaming businesses face existential challenges.Grab continues to dominate the region’s mobility and delivery markets.One of these tech leaders has a much brighter future....</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/16/better-growth-stock-sea-limited-vs-grab-holdings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","BK4535":"淡马锡持仓","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0251143029.SGD":"Fidelity ASEAN A-SGD","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","GRAB":"Grab Holdings","SG9999001135.SGD":"United ASEAN Fund SGD","BK4551":"寇图资本持仓","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","BK4022":"陆运","BK4230":"旅客陆运","BK4505":"高瓴资本持仓","SG9999014906.USD":"大华全球优质成长基金Acc USD","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SE":"Sea Ltd","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","SG9999002406.SGD":"利安新加坡信托基金","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4548":"巴美列捷福持仓","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK4554":"元宇宙及AR概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","SG9999013478.USD":"利安新加坡股息基金","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4536":"外卖概念","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2023/09/16/better-growth-stock-sea-limited-vs-grab-holdings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367679393","content_text":"KEY POINTSSea’s e-commerce and gaming businesses face existential challenges.Grab continues to dominate the region’s mobility and delivery markets.One of these tech leaders has a much brighter future.Sea Limited and Grab are two of the biggest tech companies in Southeast Asia. Sea owns Shopee, the largest e-commerce marketplace in Southeast Asia and Taiwan, and the video game publisher Garena. Grab, which acquired Uber Technologies' Southeast Asian business in 2018, is the region's largest mobility and delivery services provider. Both companies integrate their own digital payment services -- SeaMoney and GrabPay -- into their mobile apps.But over the past 12 months, Sea's stock price fell 38% while Grab's stock rose 14%. Let's see why the e-commerce and gaming leader underperformed the mobility leader -- and if it will remain the weaker investment for the foreseeable future.The Singapore skyline. Image source: Getty Images.Sea faces an existential crisisSea's revenue surged 101% in 2020 and 128% in 2021. Shopee's sales soared as more people shopped online throughout the pandemic, while Garena's Free Fire became the world's most downloaded battle royale game for mobile devices. But in 2022, its revenue only grew 25% as both businesses faced tough post-pandemic slowdowns.Shopee struggled with fierce competition from Alibaba's Lazada across Southeast Asia, and the macroeconomic headwinds drove it to shut down several of its overseas marketplaces in Latin America, India, and Europe. Garena's Free Fire lost a lot of its paying users as the pandemic passed, and that slowdown was exacerbated by an unexpected ban in India -- its fastest-growing market -- which lasted from February 2022 to August 2023.In 2022, Garena's bookings plunged 39%, and its revenue fell 9%. That slowdown partly offset Shopee's 18% growth in gross merchandise volume (GMV) and 42% revenue growth. Garena's slowdown forced Sea to aggressively cut costs over the past year since it previously subsidized the expansion of its unprofitable Shopee and SeaMoney divisions with Free Fire's profits.Analysts expect Sea's revenue to rise less than 4% in 2023, but they also expect it to turn profitable for the first time since its IPO. Yet reining in its spending could narrow Shopee's moat by reducing its promotions and subsidies while delaying Garena's development of new games to succeed Free Fire. Sea's stock might seem cheap at less than 2 times this year's sales, but its high-growth days are likely over, and both of its core businesses could face existential challenges. Grab's near-term prospects look brighterIn 2021, Grab's first year as a public company, its revenue rose 44% as its GMV grew 29%. In 2022, its revenue and GMV grew another 112% and 24%, respectively.That growth was driven by the robust growth of both its mobility and delivery segments, which grew their GMV by 47% and 15%, respectively, for the full year. Its financial services GMV also rose 27% as it expanded its online lending business.For 2023, Grab expects its revenue to rise 54% to 61%. It's still deeply unprofitable because it relies heavily on loss-leading incentives to gain new businesses and consumers, but it's been reducing those incentives throughout the first half of the year. As a result, it expects to narrow its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss from $793 million in 2022 to just $30 to $40 million in 2023.Just like Uber, economies of scale are finally kicking in at Grab, which consistently dominates the mobility and food delivery markets across Southeast Asia with its 35 million monthly transacting users (MTUs). And unlike Sea, Grab's more disciplined spending doesn't coincide with a significant slowdown in its sales growth. But looking ahead, Grab might face new regulatory headwinds in Singapore, where the Land Transport Authority (LTA) recently launched a review of the ride-hailing industry.At 6 times this year's sales, Grab's stock might seem a bit pricier than Sea's. Yet that price-to-sales ratio seems reasonable relative to its growth rates, and it doesn't face as many competitive challenges as the e-commerce and gaming leader.The better buy: GrabI once considered Sea to be a top long-term play on the economic growth of Southeast Asia, but Shopee and Garena's recent troubles are forcing me to reconsider that thesis.Meanwhile, Grab might face some near-term regulatory challenges, but it's proven that it has plenty of staying power and remains far ahead of its closest mobility and delivery competitors. Its robust revenue growth and narrowing losses also make it a more promising investment than Sea -- which desperately needs to find fresh ways to grow its sales again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992020486,"gmtCreate":1661228207048,"gmtModify":1676536479474,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Time to sell&nbsp;","listText":"Time to sell&nbsp;","text":"Time to sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992020486","repostId":"2261542259","repostType":2,"repost":{"id":"2261542259","kind":"highlight","pubTimestamp":1661227323,"share":"https://ttm.financial/m/news/2261542259?lang=&edition=fundamental","pubTime":"2022-08-23 12:02","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2261542259","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Things turned out pretty well for my &#34;three stocks to avoid&#34; column last week. The three stocks I thought were going to lose to the market for the week -- <b>Tesla Motors</b>, <b>Bath &amp; Body Works</b>, and <b>AMTD Digital</b> -- fell 1%, 3%, and 11%, respectively, averaging out to a 5% decline.</p><p>The <b>S&amp;P 500</b> experienced a 1.2% move lower. I was right. I have now been correct in 29 of the past 44 weeks, or nearly two-thirds of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Baozun</b>, <b>La-Z-Boy</b>, and <b>Bed Bath &amp; Beyond</b> as stocks you may want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Baozun</b></h2><p>Providing e-commerce solutions in China for global brands isn&#39;t as juicy a business model for Baozun as it seemed a few years ago. China&#39;s been making enemies overseas, and the economy itself in the world&#39;s most populous nation is slowing. It reports fresh financials on Tuesday morning, and it&#39;s OK to be concerned.</p><p>Analysts see Baozun&#39;s revenue clocking in 19% lower for this week&#39;s second quarter than it did a year earlier. It sees a 71% plunge in earnings per share. Momentum hasn&#39;t been kind, as Baozun has fallen short of analyst expectations in two of the last three quarters. The stock did shoot higher last time out, but that was with just a 2% decline in revenue. The market was hopeful that Baozun&#39;s business shifting from first-party sales to higher-margin services and third-party sales would help improve its margins, but we&#39;re clearly seeing the bottom line going the wrong way.</p><h2><b>2. La-Z-Boy</b></h2><p>It&#39;s not just La-Z-Boy&#39;s signature chair that&#39;s reclining these days. The furniture maker is another company likely to see its business decline later this year. La-Z-Boy is expected to post its fifth consecutive quarter of double-digit percentage growth on the top line later this week, but analysts see the trend reversing as the fiscal year plays out.</p><p>We&#39;ve already seen manufacturers and retailers of home furnishings stumble this earnings season. Folks that loaded up on making their homes more comfortable in 2020 and 2021 have moved on in this inflationary environment. They were spending money on experiences outside of the home, and now they&#39;re just earmarking more money to pay for food. La-Z-Boy can&#39;t party like it&#39;s 2021 anymore.</p><h2><b>3. Bed Bath &amp; Beyond</b></h2><p>Shares of the home goods retailer plummeted 40% on Friday after a prolific meme stock investor cashed out of his position. With a major backer gone, Bed Bath &amp; Beyond is going to have to rest on its fundamentals -- and that&#39;s not very encouraging.</p><p>Bed Bath &amp; Beyond has rattled off four consecutive quarters of year-over-year revenue declines of at least 20%. This will be its fifth straight year of losses. This is not a sustainable business without the hype that Ryan Cohen brought to the table setting, and even after a 40% haircut, the shares are highly problematic at this point.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Baozun, La-Z-Boy, and Bed Bath &amp; Beyond this week.</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>3 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/22/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Things turned out pretty well for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Tesla Motors, Bath & Body Works, and AMTD ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/22/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BZUN":"宝尊电商","BBBY":"3B家居","LZB":"La-Z-Boy家具"},"source_url":"https://www.fool.com/investing/2022/08/22/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261542259","content_text":"Things turned out pretty well for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Tesla Motors, Bath & Body Works, and AMTD Digital -- fell 1%, 3%, and 11%, respectively, averaging out to a 5% decline.The S&P 500 experienced a 1.2% move lower. I was right. I have now been correct in 29 of the past 44 weeks, or nearly two-thirds of the time.Now let's look at the week ahead. I see Baozun, La-Z-Boy, and Bed Bath & Beyond as stocks you may want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. BaozunProviding e-commerce solutions in China for global brands isn't as juicy a business model for Baozun as it seemed a few years ago. China's been making enemies overseas, and the economy itself in the world's most populous nation is slowing. It reports fresh financials on Tuesday morning, and it's OK to be concerned.Analysts see Baozun's revenue clocking in 19% lower for this week's second quarter than it did a year earlier. It sees a 71% plunge in earnings per share. Momentum hasn't been kind, as Baozun has fallen short of analyst expectations in two of the last three quarters. The stock did shoot higher last time out, but that was with just a 2% decline in revenue. The market was hopeful that Baozun's business shifting from first-party sales to higher-margin services and third-party sales would help improve its margins, but we're clearly seeing the bottom line going the wrong way.2. La-Z-BoyIt's not just La-Z-Boy's signature chair that's reclining these days. The furniture maker is another company likely to see its business decline later this year. La-Z-Boy is expected to post its fifth consecutive quarter of double-digit percentage growth on the top line later this week, but analysts see the trend reversing as the fiscal year plays out.We've already seen manufacturers and retailers of home furnishings stumble this earnings season. Folks that loaded up on making their homes more comfortable in 2020 and 2021 have moved on in this inflationary environment. They were spending money on experiences outside of the home, and now they're just earmarking more money to pay for food. La-Z-Boy can't party like it's 2021 anymore.3. Bed Bath & BeyondShares of the home goods retailer plummeted 40% on Friday after a prolific meme stock investor cashed out of his position. With a major backer gone, Bed Bath & Beyond is going to have to rest on its fundamentals -- and that's not very encouraging.Bed Bath & Beyond has rattled off four consecutive quarters of year-over-year revenue declines of at least 20%. This will be its fifth straight year of losses. This is not a sustainable business without the hype that Ryan Cohen brought to the table setting, and even after a 40% haircut, the shares are highly problematic at this point.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Baozun, La-Z-Boy, and Bed Bath & Beyond this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996143170,"gmtCreate":1661135975792,"gmtModify":1676536459659,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"I'm loving it","listText":"I'm loving it","text":"I'm loving it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996143170","repostId":"1147921250","repostType":2,"repost":{"id":"1147921250","kind":"news","pubTimestamp":1661135242,"share":"https://ttm.financial/m/news/1147921250?lang=&edition=fundamental","pubTime":"2022-08-22 10:27","market":"us","language":"en","title":"FAANG Stocks Are Hot Again: Which Do Analysts Favor Most?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147921250","media":"TipRanks","summary":"Story HighlightsFAANG stocks have been recovering to varying degrees in recent weeks. In this piece,","content":"<div>\n<p>Story HighlightsFAANG stocks have been recovering to varying degrees in recent weeks. In this piece, we’ll have a look at the three that Wall Street expects the most from over the coming year.In this ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/faang-stocks-are-hot-again-which-do-analysts-favor-most/\">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>FAANG Stocks Are Hot Again: Which Do Analysts Favor Most?</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\">\nFAANG Stocks Are Hot Again: Which Do Analysts Favor Most?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 10:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/faang-stocks-are-hot-again-which-do-analysts-favor-most/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsFAANG stocks have been recovering to varying degrees in recent weeks. In this piece, we’ll have a look at the three that Wall Street expects the most from over the coming year.In this ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/faang-stocks-are-hot-again-which-do-analysts-favor-most/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.tipranks.com/news/article/faang-stocks-are-hot-again-which-do-analysts-favor-most/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147921250","content_text":"Story HighlightsFAANG stocks have been recovering to varying degrees in recent weeks. In this piece, we’ll have a look at the three that Wall Street expects the most from over the coming year.In this piece, we’ll use TipRanks’ Comparison Tool to look at three FAANG stocks — AAPL, GOOGL, AMZN — that Wall Street is pounding the table on, with “Strong Buy” ratings and price targets that still imply solid gains from current levels. The comparison indicates which FAANG stock to buy, according to analysts.FAANG stocks have been in rally mode ever since the broader stock market formed a bottom in June. Many firms within the exclusive cohort have been viewed as rather defensive amid the recent barrage of volatility. While the powerful tech behemoths aren’t immune to the impact of a steep economic downturn, they seem better equipped to take further market share away from their competitors.Undoubtedly, the FAANG group has found ways to adapt to difficult times. Though the coming recession could be the falling tide that lowers all boats across the S&P 500, my bet would be that the best-in-breed firms, like those within FAANG, will be the ones that better themselves most as job cuts and cutbacks on investment become the new norm.While I don’t view FAANG as the market’s “new defensives,” I do think they’re in great shape to continue acting resilient over the coming weeks and months. This market is beginning to show signs that it’s okay with higher interest rates if it means pushing inflation off of its incredibly elevated peak.Apple (AAPL)Apple has been the hottest of the FAANG cohort of late, surging more than 33% off its June low. Undoubtedly, the iPhone maker is showing signs of taking share away from rivals. As the world slips into a recession, Apple seems well-equipped to offset macro headwinds as it continues moving into the turf of rivals, not just in smartphones but across other product categories and services.Morgan Stanley analyst Erik Woodringrecently noted that Apple has more stable products relative to competitors. He’s right. With such a powerful ecosystem of many loyal users, Apple can raise prices in a big way without its customers putting up too much fuss. In an era of high inflation, Apple’s top-tier pricing power is paying major dividends. Just ask Warren Buffett, who took another big bite out of AAPL stock in the second quarter.For the second quarter, Apple saw demand shipments slip 9%. Still, global demand couldn’t be more robust, with Apple’s global phone share rising to 17% in Q2 from 14% over the same quarter a year prior.Apple continues to flex its muscles, and I find it hard to believe a mild recession will stop recent momentum in its tracks. Looking ahead to 2023, a recession may be in the cards. That said, the firm could be poised to unveil its mixed-reality headset.Undoubtedly, it’s been such a long time since Apple delivered such a shocker at its keynote. Though the headset is no longer a surprise, given the rumor mill has been spinning for years now, I wouldn’t at all be shocked to see shares rally as the design and additional details are released.Indeed, Apple may have the keys to the metaverse, making it an exciting time to be a shareholder.Like the Oracle of Omaha, Wall Street analysts just can’t get enough of AAPL stock, which has 23 Buys, four Holds, and one Sell. The average Apple price target of $182.79 implies just 4.7% upside potential over the year ahead. Given the magnitude of the recent run, though, Apple stock seems overdue for some price target upgrades.Alphabet (GOOG)(GOOGL)Alphabet stock has enjoyed a much more muted bounce off June lows, now up around 16%. The company is fresh off a better-than-feared quarter that actually fell short of analyst expectations. For Q2 2022, Google’s per-share earnings came in at $1.21, just shy of the average analyst estimate of $1.27.Despite the rare bottom-line fumble, investors have been much more forgiving of the name. Google Cloud really flexed its muscles for the quarter. As the secular trend in the cloud continues, it’s likely that Google’s Cloud business can continue helping the stock weather any further macro storm. Sometimes secular trends are just far stronger than mild macro headwinds.Alphabet’s Q2 revenues came in just shy of $70 billion, up 12.6% year-over-year on a constant-currency basis. Advertising — a segment that’s caused quite a bit of investor nail-biting in recent months — remained robust, up 11.6% year-over-year.Though YouTube has hit a bump in the road, I still view it as head and shoulders above peers in the social space. Undoubtedly, the video platform remains a preferred entertainment option among many within the Generation Z (Zoomers) cohort.As the worst of the recession sets in, we may see Alphabet’s ad growth reaccelerate. For now, Alphabet remains one of the cheaper FAANG stocks at this juncture at 22.3 times trailing earnings.Wall Street continues to praise Alphabet stock, with 32 analysts rating the name as a Buy while only two analysts rate it a Hold.Google’s price forecastof $142.63 puts the upside potential comes in at 18.9%.Amazon (AMZN)Amazon is the e-commerce darling that blew away expectations in its second quarter. Undoubtedly, many investors and analysts may have underestimated the retail behemoth’s staying power in the post-Bezos era. CEO Andy Jassy has proven a capable leader, and he’s ready to propel the e-commerce darling to the next level.As the consumer recession sets in, retail may be in for a slump. Still, Amazon has shown that AWS (Amazon Web Services) is the new star of the show, with AWS growth surging by 33%. As a cloud frontrunner, Amazon arguably has the most room to run as the secular trend in the cloud continues through the coming period of economic slowness.Further, Amazon’s forward-looking projects seem most exciting, as the company looks to increase its disruptive force amid rising interest rates. Higher rates have curbed reinvestment in growth among many cash-strapped small firms in the tech space. With such deep pockets and the ability to sustain steep losses across various forward-thinking business segments, Amazon is arguably one of the best growth stocks to own in this environment.The firm’s logistics and fulfillment push could bolster its payments business and help Amazon spread its wings of disruption further. Simply put, the FAANG behemoth is better-positioned than most to grow in a recession, mild or severe.Wall Street still loves Amazon stock while it’s off 22% from its highs, with 39 Buys and just one Hold. The expected upside for the year ahead comes in at 24%, as Amazon’s price target is $176.04.ConclusionFAANG stocks are magnificent companies that may be key to succeeding in a 2023 mild recession. Of the three stocks mentioned, Wall Street expects the greatest gains from Amazon stock over the next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998167206,"gmtCreate":1660957783107,"gmtModify":1676536429531,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Ok will look into their finance first. Thanks","listText":"Ok will look into their finance first. Thanks","text":"Ok will look into their finance first. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998167206","repostId":"1133089120","repostType":2,"repost":{"id":"1133089120","kind":"news","pubTimestamp":1660957054,"share":"https://ttm.financial/m/news/1133089120?lang=&edition=fundamental","pubTime":"2022-08-20 08:57","market":"sg","language":"en","title":"These 4 Singapore Stocks are Trading at a 52-Week Low: Are They a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1133089120","media":"The Smart Investor","summary":"Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four c","content":"<html><head></head><body><p>Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four companies.</p><p><img src=\"https://static.tigerbbs.com/9833467a6ad6d0507aa473f862a2e27f\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>Investors love a great bargain in the stock market.</p><p>The market sometimes provides us with a Great Singapore Sale where we can buy stocks on the cheap.</p><p>By doing so, we increase the chances of obtaining a favourable outcome in the long run.</p><p>That said, it pays to be wary of value traps.</p><p>Some companies are hitting a low because their business may be floundering or they may have temporarily hit a rough patch.</p><p>It’s important to tell these two scenarios apart as the former will cause more heartache but the latter represents a great opportunity to accumulate.</p><p>Here are four Singapore stocks that recently hit their 52-week lows.</p><p>We provide the facts but you need to decide if these stocks may be suitable for your portfolio.</p><p><b>Keppel Pacific Oak US REIT (SGX: CMOU)</b></p><p>Keppel Pacific Oak US REIT, or KORE, invests in commercial assets in key growth markets in the US.</p><p>Its portfolio comprises 15 freehold office buildings and business campuses across nine US states with a total asset value of US$1.45 billion as of 30 June 2022.</p><p>KORE’s share price has tumbled around 18% year to date and has hit a 52-week low of US$0.66.</p><p>The office REIT reported a steady set of earnings for its fiscal 2022’s first half (1H2022).</p><p>Gross revenue rose 8.4% year on year to US$74.1 million while net property income (NPI) increased by 5.9% year on year to US$43 million.</p><p>Distributio nper unit (DPU), however, fell by 4.4% year on year to US$0.0302, with part of the reason being that the manager’s base fee for the second quarter is being paid entirely in cash rather than in units of KORE.</p><p>The REIT maintains a high portfolio committed occupancy of 92%.</p><p>Its aggregate leverage stands at 37.2% with an all-in average cost of debt of 2.88%. 77.1% of the KORE’s total borrowings are on fixed rates.</p><p>However, if the borrowings are refinanced, the average cost of debt will rise to 3.15%.</p><p><b>Manulife US REIT (SGX: BTOU)</b></p><p>Manulife US REIT, or MUST, owns a portfolio of 12 freehold office properties in the US valued at around US$2.2 billion as of 31 December 2021.</p><p>The commercial REIT has seen its unit price tumble 20.9% year to date to a 52-week low of US$0.53.</p><p>1H2022 saw gross revenue rise 10.6% year on year to US$100.4 million while NPI inched up 2.8% year on year to US$57.6 million.</p><p>DPU dipped by 3.3% year on year to US$0.0261.</p><p>MUST reported 90% occupancy for its portfolio but physical occupancy only came in at around 28%.</p><p>The commercial REIT’s gearing is on the high side at 42.4% as of 30 June 2022 but more than 85% of its loans are on fixed rates.</p><p>Around 96% of MUST’s portfolio has rental escalations incorporated into its tenancy agreements that should see a 2.2% per annum uplift in rental income.</p><p><b>Yangzijiang Financial Holding Ltd (SGX: YF8)</b></p><p>Yangzijiang Financial, or YZJF, is an investment management company that invests in public and private companies, debt investments, and funds.</p><p>The group also provides wealth management services to clients and generates fee-based income through fund management activities.</p><p>Since it was spun off from parent <b>Yangzijiang Shipbuilding Holdings Ltd</b> (SGX: BS6) back in April, its share price has tumbled 43% to a 52-week low of S$0.35.</p><p>YZJF reported a 27.3% year on year fall in total income to S$173.8 million due to a fall in the fair values of financial assets that it holds.</p><p>Net profit tumbled by 30.6% year on year to S$136.4 million.</p><p>As of 30 June, close to 90% of YZJF’s investments are in China, with the remainder parked in Singapore.</p><p>The group’s medium-term target is to reduce its debt investment in China from the current 70% to just 30% while increasing its investment proportion in Singapore to around half of the portfolio.</p><p><b>Top Glove Corporation Berhad (SGX: BVA)</b></p><p>Top Glove is the world’s largest manufacturer of gloves with 49 factories capable of producing 100 billion pieces per annum as of 9 June 2022.</p><p>The group exports to more than 195 countries worldwide and employs 22,000 staff.</p><p>Top Glove’s share price has weakened by nearly 68% this year, falling from S$0.78 to a 52-week low of S$0.25.</p><p>For the first nine months of fiscal 2022 (9M2022) ended 31 May, Top Glove saw its revenue plummet 68.5% year on year to RM 4.5 billion as glove demand normalised with higher global vaccination rates.</p><p>Net profit plunged by 96% year on year to RM 288.6 million.</p><p>Average selling prices continued to decline but at a slower pace, and the poor results were due to the inability of the group to fully pass on higher costs.</p><p>In light of lower demand, Top Glove is deferred and reducing capital expenditure in the near term until the glove oversupply situation eases.</p></body></html>","source":"lsy1602567310727","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>These 4 Singapore Stocks are Trading at a 52-Week Low: Are They a 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\">\nThese 4 Singapore Stocks are Trading at a 52-Week Low: Are They a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/these-4-singapore-stocks-are-trading-at-a-52-week-low-are-they-a-buy/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four companies.Investors love a great bargain in the stock market.The market sometimes provides us with a ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/these-4-singapore-stocks-are-trading-at-a-52-week-low-are-they-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMOU.SI":"吉宝-KBS美国房地产信托","BTOU.SI":"宏利美国房地产投资信托","YF8.SI":"YZJ Fin Hldg","BVA.SI":"顶级手套有限公司"},"source_url":"https://thesmartinvestor.com.sg/these-4-singapore-stocks-are-trading-at-a-52-week-low-are-they-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133089120","content_text":"Investors who are scouring the bargain bin for cheap stocks can turn their attention to these four companies.Investors love a great bargain in the stock market.The market sometimes provides us with a Great Singapore Sale where we can buy stocks on the cheap.By doing so, we increase the chances of obtaining a favourable outcome in the long run.That said, it pays to be wary of value traps.Some companies are hitting a low because their business may be floundering or they may have temporarily hit a rough patch.It’s important to tell these two scenarios apart as the former will cause more heartache but the latter represents a great opportunity to accumulate.Here are four Singapore stocks that recently hit their 52-week lows.We provide the facts but you need to decide if these stocks may be suitable for your portfolio.Keppel Pacific Oak US REIT (SGX: CMOU)Keppel Pacific Oak US REIT, or KORE, invests in commercial assets in key growth markets in the US.Its portfolio comprises 15 freehold office buildings and business campuses across nine US states with a total asset value of US$1.45 billion as of 30 June 2022.KORE’s share price has tumbled around 18% year to date and has hit a 52-week low of US$0.66.The office REIT reported a steady set of earnings for its fiscal 2022’s first half (1H2022).Gross revenue rose 8.4% year on year to US$74.1 million while net property income (NPI) increased by 5.9% year on year to US$43 million.Distributio nper unit (DPU), however, fell by 4.4% year on year to US$0.0302, with part of the reason being that the manager’s base fee for the second quarter is being paid entirely in cash rather than in units of KORE.The REIT maintains a high portfolio committed occupancy of 92%.Its aggregate leverage stands at 37.2% with an all-in average cost of debt of 2.88%. 77.1% of the KORE’s total borrowings are on fixed rates.However, if the borrowings are refinanced, the average cost of debt will rise to 3.15%.Manulife US REIT (SGX: BTOU)Manulife US REIT, or MUST, owns a portfolio of 12 freehold office properties in the US valued at around US$2.2 billion as of 31 December 2021.The commercial REIT has seen its unit price tumble 20.9% year to date to a 52-week low of US$0.53.1H2022 saw gross revenue rise 10.6% year on year to US$100.4 million while NPI inched up 2.8% year on year to US$57.6 million.DPU dipped by 3.3% year on year to US$0.0261.MUST reported 90% occupancy for its portfolio but physical occupancy only came in at around 28%.The commercial REIT’s gearing is on the high side at 42.4% as of 30 June 2022 but more than 85% of its loans are on fixed rates.Around 96% of MUST’s portfolio has rental escalations incorporated into its tenancy agreements that should see a 2.2% per annum uplift in rental income.Yangzijiang Financial Holding Ltd (SGX: YF8)Yangzijiang Financial, or YZJF, is an investment management company that invests in public and private companies, debt investments, and funds.The group also provides wealth management services to clients and generates fee-based income through fund management activities.Since it was spun off from parent Yangzijiang Shipbuilding Holdings Ltd (SGX: BS6) back in April, its share price has tumbled 43% to a 52-week low of S$0.35.YZJF reported a 27.3% year on year fall in total income to S$173.8 million due to a fall in the fair values of financial assets that it holds.Net profit tumbled by 30.6% year on year to S$136.4 million.As of 30 June, close to 90% of YZJF’s investments are in China, with the remainder parked in Singapore.The group’s medium-term target is to reduce its debt investment in China from the current 70% to just 30% while increasing its investment proportion in Singapore to around half of the portfolio.Top Glove Corporation Berhad (SGX: BVA)Top Glove is the world’s largest manufacturer of gloves with 49 factories capable of producing 100 billion pieces per annum as of 9 June 2022.The group exports to more than 195 countries worldwide and employs 22,000 staff.Top Glove’s share price has weakened by nearly 68% this year, falling from S$0.78 to a 52-week low of S$0.25.For the first nine months of fiscal 2022 (9M2022) ended 31 May, Top Glove saw its revenue plummet 68.5% year on year to RM 4.5 billion as glove demand normalised with higher global vaccination rates.Net profit plunged by 96% year on year to RM 288.6 million.Average selling prices continued to decline but at a slower pace, and the poor results were due to the inability of the group to fully pass on higher costs.In light of lower demand, Top Glove is deferred and reducing capital expenditure in the near term until the glove oversupply situation eases.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076240775,"gmtCreate":1657855927797,"gmtModify":1676536073713,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Current Apple is fairvalue","listText":"Current Apple is fairvalue","text":"Current Apple is fairvalue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076240775","repostId":"1155721433","repostType":2,"repost":{"id":"1155721433","kind":"news","pubTimestamp":1657853471,"share":"https://ttm.financial/m/news/1155721433?lang=&edition=fundamental","pubTime":"2022-07-15 10:51","market":"us","language":"en","title":"Is Apple Stock Now Overvalued Or Undervalued?","url":"https://stock-news.laohu8.com/highlight/detail?id=1155721433","media":"Seeking Alpha","summary":"SummaryAAPL stock has been under pressure due to the uncertainty regarding the downturn in the econo","content":"<html><head></head><body><p>Summary</p><ul><li>AAPL stock has been under pressure due to the uncertainty regarding the downturn in the economy.</li><li>The June quarter should be impacted by the Covid-related disruptions and supply chain constraints.</li><li>However, in the medium to long term, the company’s prospects look good with the new M-series chip increasing user experience and services growth helping margin mix.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc.&#39;s</a> sales have been growing over the last few quarters as it continues to launch innovative products and new services. This growth is reflected in the company&#39;s gross margin as well, which has improved over the last few quarters. However, the June quarter of the company is expected to be impacted by Covid-related disruptions in China, foreign exchange translation, industry-wide silicon shortages, and the shutdown of businesses in Russia. The sales are expected to be impacted in the range of $4 bn to $8 bn due to the Covid-related disruption and silicon shortages. Looking forward, the lockdown in China has started easing and the related headwinds are expected to fade in the coming quarters. In the long term, AAPL should benefit from the launch of its new products such as Macbooks and iPads with M2 chips and user-friendly updates. AAPL&#39;s larger installed base should drive the services revenue as the company introduces new services for its users. The company also plans to introduce the Apple car by 2025 and AR/VR headsets by 2023, which could be incremental to the company&#39;s revenue.</p><h3>AAPL Stock Key Metrics</h3><p>Apple derives its revenues from both products and services. While services accounted for ~20% of revenues in the last reported quarter, the gross margin for the services business is almost double that of products. So, growth in the services business is going to be a significant driver of the company&#39;s margins looking forward. The products&#39; revenue includes the sales generated by the iPhone, iPad, Mac, and Wearables, Home &amp; Accessories, whereas the service revenue includes the revenue generated from advertising and its services such as Apple Care, Cloud services, and offering digital content through its subscription-based services such as Apple Music, Apple Arcade, Apple TV+, Apple Fitness+, and Apple News+. The first quarter for products has always been outstanding, as the company launches most of its new products (especially iPhones) between September and October. In the last three years, the Wearables, Home &amp; Accessories sub-segment have seen good growth. The sales of Macs were at their highest level too, as the company is continuously investing and driving innovation in its Apple silicon processors. Almost 50% of the customers purchasing Macs were new to the product during the March quarter. The transition of Apple from Intel (INTC) to Apple silicon processors is benefiting the company&#39;s Mac sales. The iPad sales of the company are being affected due to the supply chain constraints, but the demand for iPads has increased over the last few quarters for education, entertainment, and creativity purposes.</p><p>The revenue generated from the Services segment has almost doubled from Q1 FY19 to Q2 FY22, primarily due to Apple&#39;s growth in its installed base of active devices. The company is also working towards improving its services and growing its customer base in the service segment by launching new services such as Tap to Pay.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/feb76a40d5050be91acb1a7c0758e69a\" tg-width=\"1280\" tg-height=\"794\" referrerpolicy=\"no-referrer\"/><span>Apple&#39;s Products and Services revenue (Company data, GS Analytics Research)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76c590b5218d3c0c0250cd32ecedf571\" tg-width=\"1280\" tg-height=\"794\" referrerpolicy=\"no-referrer\"/><span>Apple&#39;s Product revenue disaggregation (Company data, GS Analytics Research)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30dd13051739a81500999e2a29f91a7a\" tg-width=\"1280\" tg-height=\"792\" referrerpolicy=\"no-referrer\"/><span>Apple&#39;s gross margin (Company data, GS Analytics Research)</span></p><p>AAPL&#39;s gross margin has been improving Y/Y over the last few quarters, especially due to the growth in the services side of the business. The Product margin was impacted during the Covid period but has improved since then. In the last reported quarter, the Product margin declined 200 bps sequentially due to the seasonality of the business, unfavorable currency translation, and an inflationary environment. As a result overall margins also saw a slight decline sequentially. Looking forward, June quarter product sales and margins are likely to be impacted by supply chain disruption but in the long term, the company should resume its growth trajectory as these disruptions ease.</p><h3>Is Apple Stock Worth Investing In?</h3><p>After the recent decline of AAPL from its all-time high of $182.94, the stock looks attractive to buy at the current levels. I think the near-term headwinds might impact the sales growth and profitability of the company, but as they subside, the company has good potential to grow in the long run. The year-over-year revenue growth of the company in the June quarter, i.e., Q3 FY22, should be impacted due to the lockdowns that were implemented in China in March 2022. The Covid-related disruption did not affect the company&#39;s March quarter significantly as it already had decent inventory levels, but we might see its impact in the June quarter due to supply chain constraints and a decline in demand in China.</p><p>The Covid-related disruption and the industry-wide silicon shortage are expected to hamper the June quarter&#39;s revenue of the company by $4 bn to $8 bn. Apple outsources most of its products from China and generates almost 20% of its revenue from the Greater China region.</p><p>Due to geopolitical tensions between Russia and Ukraine, the company paused its sales in Russia in March, which partially affected Q2 FY22 and is expected to impact the June quarter by almost 150 basis points in the Y/Y growth rate. Additionally, changes in the foreign exchange rate should also impact Apple&#39;s revenue as almost 60% of the total revenue comes from international business. Over the last few months, the dollar has strengthened compared to other currencies. This is expected to impact the growth rate in Q3 FY22 by 300 basis points.</p><p>The lockdowns in China started getting lifted from April end and almost all the affected factories of Apple in China have restarted. So, I believe the conditions should improve over the next few quarters. In the long term, Apple should be able to grow its business through product innovations and growth in its services business.</p><p>In recent years, the company shifted from using Intel processors to using in-house manufactured Apple silicon processors in its devices, such as the Mac and iPad. Since the launch of Apple Silicon chips in its products, Apple has seen strong demand for its Mac and iPad products over the last few quarters. In June 2022, Apple announced new products, services, and updates at WWDC22. The company unveiled the 13-inch MacBook Pro and MacBook Air, both of which run on the brand-new M2 chips. The new M2 chips are the next generation of Apple silicon that is designed specifically for Macs. The M2 chip takes the breakthrough performance of the M1 chip to the next level, enhancing the user experience. The company&#39;s M1-powered devices have already seen success, and I believe as the M2-powered devices roll into the market, Apple&#39;s sales should benefit as the demand for faster-performance devices is high. The demand for performance-driven devices has grown in tandem with the global shift toward technology and the expansion of the gaming and content creation sectors.</p><p>Apple also unveiled its newest operating system, iOS 16, at the WWDC22 event. Recently, in July 2022, the company released the public beta version of its iOS 16 software update. The iOS 16 update offers users to personalize their lock screen by customizing font styles, adding widgets, and creating multiple lock screens. Users can also manage how their notifications appear on the lock screen and follow any ongoing activity through Live Activities right from the lock screen without cluttering the lock screen with notifications. The update will also provide users to edit their sent messages, use SharePlay via messages, update the dictation feature, new map features, and better integration with Siri.</p><p>The company has been able to grow its installed base over a period of time, which should benefit its service business. The company has almost doubled its services revenue over the past three years. Apple is also planning to introduce Tap to Pay on the iPhone later this year, where businesses can accept contactless payments in a simple and secure way. The company has also introduced subscription-based services for small businesses to manage their Apple products and services. Further, the upcoming &#34;Buy Now Pay Later&#34; (BNPL) feature within its Apple Pay service will allow users to buy products from stores that support Apple Pay in four installments with zero fees and interest. To complement this feature, the company is also introducing an order tracking feature, so that users can track their orders. I believe as the company brings new services to its users, it should be able to grow its service revenue at a good rate in the long run. Since Services gross margins are almost double that of products for Apple, it will help improve the overall margin of the company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f52bc554677acbbdc4a8096543c03f05\" tg-width=\"1280\" tg-height=\"791\" referrerpolicy=\"no-referrer\"/><span>Apple&#39;s service segment revenue growth (Company data, GS Analytics Research)</span></p><p>In addition to its traditional markets, AAPL is also venturing into new businesses like Autonomous vehicles, and AR/VR headsets which if successful could drive further avenues of growth. While management has not given much guidance on it, Apple&#39;s autonomous vehicles should be launched by 2025. The company is hiring the necessary veterans and engineers for this project to be successful. AAPL has already been spotted testing its vehicle in California by some Auto and Technology journalists. Apple has been partnering and working with other auto companies to develop its self-driving vehicle. Over the last few years, the company has also been focusing on developing AR/VR headsets, which are expected to hit the market next year, according to Apple analyst Ming-Chi Kuo and Bloomberg&#39;s Mark Gurman. This product should compete with Meta&#39;s (META) Oculus Quest, which is already present in the market. I believe Apple has good growth prospects with its existing product updates, services growth and potential new launches. Hence, I believe it is worth investing in for long-term investors.</p><h3>What Is Apple&#39;s Target Price?</h3><p>If we look at Wall Street ratings, most of the analysts are bullish on the stock. Out of 43 analysts covering the stock, 33 have buy or strong buy ratings, nine have hold ratings and only one has a sell rating. The average target price for the stock is $182.82 which implies over 25% upside from the current levels.</p><h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cccc391c2202c1aa4e3e3c8c6dc44306\" tg-width=\"1280\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>AAPL Average Target Price (Seeking Alpha)</span></p>Is Apple Stock A Fair Value?</h3><p>Apple is currently trading at 23.72x FY22 (ending September 2022) and 22.34x (ending September 2023) earnings. While these valuations are roughly in line to a slight premium versus the company&#39;s five-year average forward multiple of 22.18x, I believe the market is not capturing some of the potential acceleration in the company&#39;s revenues and earnings growth prospects and the stock offers good upside at the current levels.</p><p>I believe the company&#39;s business is poised to accelerate with its M-series chips offering much better performance compared to its previously used Intel chips which should improve the satisfaction of loyal Apple customers as well as bring in new customers, especially the high-end gamers, content creators, and others looking for better performance.</p><p>Further, the company&#39;s success in growing its services business bodes really well for AAPL. Firstly, the services business has really high gross margins. So, an increased mix towards the services business will help the overall margins of the company. Secondly, the service business should have much less cyclicality and uncertainty compared to new product launches. So, it improves the quality of the overall business and imparts some defensiveness to sales and earnings. This should limit the downside during a slowdown and help the company maintain a high P/E multiple. Finally, services create further customer stickiness for Apple as those liking Apple&#39;s services are likely to buy Apple products again when they upgrade or use Apple&#39;s other product offerings.</p><p>In addition, there can be a further upside if the company gains any success with its new launches like the Apple car or VR/AR headsets.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple Stock Now Overvalued Or Undervalued?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple Stock Now Overvalued Or Undervalued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-15 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523331-is-apple-stock-overvalued-undervalued><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAAPL stock has been under pressure due to the uncertainty regarding the downturn in the economy.The June quarter should be impacted by the Covid-related disruptions and supply chain constraints...</p>\n\n<a href=\"https://seekingalpha.com/article/4523331-is-apple-stock-overvalued-undervalued\">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/4523331-is-apple-stock-overvalued-undervalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155721433","content_text":"SummaryAAPL stock has been under pressure due to the uncertainty regarding the downturn in the economy.The June quarter should be impacted by the Covid-related disruptions and supply chain constraints.However, in the medium to long term, the company’s prospects look good with the new M-series chip increasing user experience and services growth helping margin mix.Investment ThesisApple Inc.'s sales have been growing over the last few quarters as it continues to launch innovative products and new services. This growth is reflected in the company's gross margin as well, which has improved over the last few quarters. However, the June quarter of the company is expected to be impacted by Covid-related disruptions in China, foreign exchange translation, industry-wide silicon shortages, and the shutdown of businesses in Russia. The sales are expected to be impacted in the range of $4 bn to $8 bn due to the Covid-related disruption and silicon shortages. Looking forward, the lockdown in China has started easing and the related headwinds are expected to fade in the coming quarters. In the long term, AAPL should benefit from the launch of its new products such as Macbooks and iPads with M2 chips and user-friendly updates. AAPL's larger installed base should drive the services revenue as the company introduces new services for its users. The company also plans to introduce the Apple car by 2025 and AR/VR headsets by 2023, which could be incremental to the company's revenue.AAPL Stock Key MetricsApple derives its revenues from both products and services. While services accounted for ~20% of revenues in the last reported quarter, the gross margin for the services business is almost double that of products. So, growth in the services business is going to be a significant driver of the company's margins looking forward. The products' revenue includes the sales generated by the iPhone, iPad, Mac, and Wearables, Home & Accessories, whereas the service revenue includes the revenue generated from advertising and its services such as Apple Care, Cloud services, and offering digital content through its subscription-based services such as Apple Music, Apple Arcade, Apple TV+, Apple Fitness+, and Apple News+. The first quarter for products has always been outstanding, as the company launches most of its new products (especially iPhones) between September and October. In the last three years, the Wearables, Home & Accessories sub-segment have seen good growth. The sales of Macs were at their highest level too, as the company is continuously investing and driving innovation in its Apple silicon processors. Almost 50% of the customers purchasing Macs were new to the product during the March quarter. The transition of Apple from Intel (INTC) to Apple silicon processors is benefiting the company's Mac sales. The iPad sales of the company are being affected due to the supply chain constraints, but the demand for iPads has increased over the last few quarters for education, entertainment, and creativity purposes.The revenue generated from the Services segment has almost doubled from Q1 FY19 to Q2 FY22, primarily due to Apple's growth in its installed base of active devices. The company is also working towards improving its services and growing its customer base in the service segment by launching new services such as Tap to Pay.Apple's Products and Services revenue (Company data, GS Analytics Research)Apple's Product revenue disaggregation (Company data, GS Analytics Research)Apple's gross margin (Company data, GS Analytics Research)AAPL's gross margin has been improving Y/Y over the last few quarters, especially due to the growth in the services side of the business. The Product margin was impacted during the Covid period but has improved since then. In the last reported quarter, the Product margin declined 200 bps sequentially due to the seasonality of the business, unfavorable currency translation, and an inflationary environment. As a result overall margins also saw a slight decline sequentially. Looking forward, June quarter product sales and margins are likely to be impacted by supply chain disruption but in the long term, the company should resume its growth trajectory as these disruptions ease.Is Apple Stock Worth Investing In?After the recent decline of AAPL from its all-time high of $182.94, the stock looks attractive to buy at the current levels. I think the near-term headwinds might impact the sales growth and profitability of the company, but as they subside, the company has good potential to grow in the long run. The year-over-year revenue growth of the company in the June quarter, i.e., Q3 FY22, should be impacted due to the lockdowns that were implemented in China in March 2022. The Covid-related disruption did not affect the company's March quarter significantly as it already had decent inventory levels, but we might see its impact in the June quarter due to supply chain constraints and a decline in demand in China.The Covid-related disruption and the industry-wide silicon shortage are expected to hamper the June quarter's revenue of the company by $4 bn to $8 bn. Apple outsources most of its products from China and generates almost 20% of its revenue from the Greater China region.Due to geopolitical tensions between Russia and Ukraine, the company paused its sales in Russia in March, which partially affected Q2 FY22 and is expected to impact the June quarter by almost 150 basis points in the Y/Y growth rate. Additionally, changes in the foreign exchange rate should also impact Apple's revenue as almost 60% of the total revenue comes from international business. Over the last few months, the dollar has strengthened compared to other currencies. This is expected to impact the growth rate in Q3 FY22 by 300 basis points.The lockdowns in China started getting lifted from April end and almost all the affected factories of Apple in China have restarted. So, I believe the conditions should improve over the next few quarters. In the long term, Apple should be able to grow its business through product innovations and growth in its services business.In recent years, the company shifted from using Intel processors to using in-house manufactured Apple silicon processors in its devices, such as the Mac and iPad. Since the launch of Apple Silicon chips in its products, Apple has seen strong demand for its Mac and iPad products over the last few quarters. In June 2022, Apple announced new products, services, and updates at WWDC22. The company unveiled the 13-inch MacBook Pro and MacBook Air, both of which run on the brand-new M2 chips. The new M2 chips are the next generation of Apple silicon that is designed specifically for Macs. The M2 chip takes the breakthrough performance of the M1 chip to the next level, enhancing the user experience. The company's M1-powered devices have already seen success, and I believe as the M2-powered devices roll into the market, Apple's sales should benefit as the demand for faster-performance devices is high. The demand for performance-driven devices has grown in tandem with the global shift toward technology and the expansion of the gaming and content creation sectors.Apple also unveiled its newest operating system, iOS 16, at the WWDC22 event. Recently, in July 2022, the company released the public beta version of its iOS 16 software update. The iOS 16 update offers users to personalize their lock screen by customizing font styles, adding widgets, and creating multiple lock screens. Users can also manage how their notifications appear on the lock screen and follow any ongoing activity through Live Activities right from the lock screen without cluttering the lock screen with notifications. The update will also provide users to edit their sent messages, use SharePlay via messages, update the dictation feature, new map features, and better integration with Siri.The company has been able to grow its installed base over a period of time, which should benefit its service business. The company has almost doubled its services revenue over the past three years. Apple is also planning to introduce Tap to Pay on the iPhone later this year, where businesses can accept contactless payments in a simple and secure way. The company has also introduced subscription-based services for small businesses to manage their Apple products and services. Further, the upcoming \"Buy Now Pay Later\" (BNPL) feature within its Apple Pay service will allow users to buy products from stores that support Apple Pay in four installments with zero fees and interest. To complement this feature, the company is also introducing an order tracking feature, so that users can track their orders. I believe as the company brings new services to its users, it should be able to grow its service revenue at a good rate in the long run. Since Services gross margins are almost double that of products for Apple, it will help improve the overall margin of the company.Apple's service segment revenue growth (Company data, GS Analytics Research)In addition to its traditional markets, AAPL is also venturing into new businesses like Autonomous vehicles, and AR/VR headsets which if successful could drive further avenues of growth. While management has not given much guidance on it, Apple's autonomous vehicles should be launched by 2025. The company is hiring the necessary veterans and engineers for this project to be successful. AAPL has already been spotted testing its vehicle in California by some Auto and Technology journalists. Apple has been partnering and working with other auto companies to develop its self-driving vehicle. Over the last few years, the company has also been focusing on developing AR/VR headsets, which are expected to hit the market next year, according to Apple analyst Ming-Chi Kuo and Bloomberg's Mark Gurman. This product should compete with Meta's (META) Oculus Quest, which is already present in the market. I believe Apple has good growth prospects with its existing product updates, services growth and potential new launches. Hence, I believe it is worth investing in for long-term investors.What Is Apple's Target Price?If we look at Wall Street ratings, most of the analysts are bullish on the stock. Out of 43 analysts covering the stock, 33 have buy or strong buy ratings, nine have hold ratings and only one has a sell rating. The average target price for the stock is $182.82 which implies over 25% upside from the current levels.AAPL Average Target Price (Seeking Alpha)Is Apple Stock A Fair Value?Apple is currently trading at 23.72x FY22 (ending September 2022) and 22.34x (ending September 2023) earnings. While these valuations are roughly in line to a slight premium versus the company's five-year average forward multiple of 22.18x, I believe the market is not capturing some of the potential acceleration in the company's revenues and earnings growth prospects and the stock offers good upside at the current levels.I believe the company's business is poised to accelerate with its M-series chips offering much better performance compared to its previously used Intel chips which should improve the satisfaction of loyal Apple customers as well as bring in new customers, especially the high-end gamers, content creators, and others looking for better performance.Further, the company's success in growing its services business bodes really well for AAPL. Firstly, the services business has really high gross margins. So, an increased mix towards the services business will help the overall margins of the company. Secondly, the service business should have much less cyclicality and uncertainty compared to new product launches. So, it improves the quality of the overall business and imparts some defensiveness to sales and earnings. This should limit the downside during a slowdown and help the company maintain a high P/E multiple. Finally, services create further customer stickiness for Apple as those liking Apple's services are likely to buy Apple products again when they upgrade or use Apple's other product offerings.In addition, there can be a further upside if the company gains any success with its new launches like the Apple car or VR/AR headsets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043460912,"gmtCreate":1655952203736,"gmtModify":1676535739358,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"I believe in&nbsp;long term investment. I believe Amazon&nbsp;","listText":"I believe in&nbsp;long term investment. I believe Amazon&nbsp;","text":"I believe in long term investment. I believe Amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043460912","repostId":"1126574436","repostType":4,"repost":{"id":"1126574436","kind":"news","pubTimestamp":1655950158,"share":"https://ttm.financial/m/news/1126574436?lang=&edition=fundamental","pubTime":"2022-06-23 10:09","market":"us","language":"en","title":"Amazon E-commerce: More Losses Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1126574436","media":"The Street","summary":"Amazon has been suffering from multiple factors. The inflationary environment has been pressuring th","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> has been suffering from multiple factors. The inflationary environment has been pressuring the company’s margins, leading to its first bottom-line loss in almost seven years. Since supply chains are most likely far from a full recovery, the stock is poised for further losses.</p><p>Still, Wall Street’s top firms hold an overweighting recommendation on AMZN: analysts expect the company’s retail arm (online and physical stores, plus third-party sellers) to present double-digit growth throughout the second half of the year, as the company also recovers to a 4-5% operating margin.</p><p>Here is why it might be too soon to expect such a turnaround.</p><h3>Fewer Visitors Coming for the Virtual Display</h3><p>Just as we can relate the revenues generated by shopping mall stores to the fullness of the parking lot, online marketplaces’ sales can be predicted by the online traffic directed to their websites.</p><p>The bad news is, according to Jefferies’ Brent Thill, the online traffic to Amazon.com was 6% lower in both April and May, compared to last year. “A substantial slowdown,” he stated, considering the 15% web traffic growth the company had in 2020 (even though those figures were raised by the COVID lockdowns).</p><p>If it makes things any better (or at least not so gloomy), Amazon isn&#39;t the only e-commerce company suffering from fewer visitors. <a href=\"https://laohu8.com/S/WMT\">Walmart</a> and <a href=\"https://laohu8.com/S/TGT\">Target</a> are also seeing traffic declines.</p><p>According to Thill, the culprits for this slowdown include “a return to in person shopping, difficult comps, and a shift in consumption to other discretionary spending buckets (e.g., travel and dining).</p><p>In the end, Amazon isn&#39;t losing its market share, but is suffering from the whole e-commerce market shrinking. In this case, the Seattle-based behemoth wouldn’t be able to completely avoid the losses, but it should make sure to bleed less than its opponents.</p><h3>Wall Street: Too Nice to Amazon</h3><p>According to the Wall Street Journal’s Dan Gallagher, Amazon&#39;s stock would be better off without the top investment firms’ overoptimism. The company’s CEO, Andy Jassy, has already been facing significant headwinds that are not going away anytime soon, and “high targets from Wall Street don’t make things any easier,” Gallagher wrote.</p><p>The business reporter justified his thesis by taking into account the Seattle-based titan’s most recent steps. The company is working to sublease about 10 million square feet of excess warehouse space, and is also putting off the construction of some of its new facilities and renegotiating some of its warehouse leases.</p><p>Those are not good signs, considering that Amazon&#39;s investments into physical space during the pandemic was partially responsible for depleting its cash flow.</p><p>However, it gets worse. As Gallagher noted, the “23-year Amazon vet Dave Clark, who ran the company’s retail and logistics operations, presented a three-year turnaround plan for those divisions to Amazon’s board on May 25 — just days before he resigned from the company.”</p><h3>Our Take</h3><p>From our perspective, Amazon seems to have recognized its investments throughout the pandemic might have been exaggerated, and now the company is trying to trim its losses. However, losing one of its veteran executives days just after he presented his own turnaround plan could mean issues might be worse than analysts are anticipating.</p><p>As a result, the consequences will be severe. According to Thill, Amazon’s operating income could stay “muted” throughout 2022, as the company remains vulnerable to a combination of wage inflation and the fact that Amazon nearly doubled its headcount during the pandemic.</p></body></html>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon E-commerce: More Losses Ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon E-commerce: More Losses Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 10:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/ecommerce/amazon-e-commerce-more-losses-ahead><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon has been suffering from multiple factors. The inflationary environment has been pressuring the company’s margins, leading to its first bottom-line loss in almost seven years. Since supply ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/ecommerce/amazon-e-commerce-more-losses-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/ecommerce/amazon-e-commerce-more-losses-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126574436","content_text":"Amazon has been suffering from multiple factors. The inflationary environment has been pressuring the company’s margins, leading to its first bottom-line loss in almost seven years. Since supply chains are most likely far from a full recovery, the stock is poised for further losses.Still, Wall Street’s top firms hold an overweighting recommendation on AMZN: analysts expect the company’s retail arm (online and physical stores, plus third-party sellers) to present double-digit growth throughout the second half of the year, as the company also recovers to a 4-5% operating margin.Here is why it might be too soon to expect such a turnaround.Fewer Visitors Coming for the Virtual DisplayJust as we can relate the revenues generated by shopping mall stores to the fullness of the parking lot, online marketplaces’ sales can be predicted by the online traffic directed to their websites.The bad news is, according to Jefferies’ Brent Thill, the online traffic to Amazon.com was 6% lower in both April and May, compared to last year. “A substantial slowdown,” he stated, considering the 15% web traffic growth the company had in 2020 (even though those figures were raised by the COVID lockdowns).If it makes things any better (or at least not so gloomy), Amazon isn't the only e-commerce company suffering from fewer visitors. Walmart and Target are also seeing traffic declines.According to Thill, the culprits for this slowdown include “a return to in person shopping, difficult comps, and a shift in consumption to other discretionary spending buckets (e.g., travel and dining).In the end, Amazon isn't losing its market share, but is suffering from the whole e-commerce market shrinking. In this case, the Seattle-based behemoth wouldn’t be able to completely avoid the losses, but it should make sure to bleed less than its opponents.Wall Street: Too Nice to AmazonAccording to the Wall Street Journal’s Dan Gallagher, Amazon's stock would be better off without the top investment firms’ overoptimism. The company’s CEO, Andy Jassy, has already been facing significant headwinds that are not going away anytime soon, and “high targets from Wall Street don’t make things any easier,” Gallagher wrote.The business reporter justified his thesis by taking into account the Seattle-based titan’s most recent steps. The company is working to sublease about 10 million square feet of excess warehouse space, and is also putting off the construction of some of its new facilities and renegotiating some of its warehouse leases.Those are not good signs, considering that Amazon's investments into physical space during the pandemic was partially responsible for depleting its cash flow.However, it gets worse. As Gallagher noted, the “23-year Amazon vet Dave Clark, who ran the company’s retail and logistics operations, presented a three-year turnaround plan for those divisions to Amazon’s board on May 25 — just days before he resigned from the company.”Our TakeFrom our perspective, Amazon seems to have recognized its investments throughout the pandemic might have been exaggerated, and now the company is trying to trim its losses. However, losing one of its veteran executives days just after he presented his own turnaround plan could mean issues might be worse than analysts are anticipating.As a result, the consequences will be severe. According to Thill, Amazon’s operating income could stay “muted” throughout 2022, as the company remains vulnerable to a combination of wage inflation and the fact that Amazon nearly doubled its headcount during the pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049242141,"gmtCreate":1655808356183,"gmtModify":1676535708841,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Right say. Buy it when you don't need to use the money for about 5years. Long term investment will get results&nbsp;","listText":"Right say. Buy it when you don't need to use the money for about 5years. Long term investment will get results&nbsp;","text":"Right say. Buy it when you don't need to use the money for about 5years. Long term investment will get results","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049242141","repostId":"2244411812","repostType":2,"repost":{"id":"2244411812","kind":"highlight","pubTimestamp":1655804041,"share":"https://ttm.financial/m/news/2244411812?lang=&edition=fundamental","pubTime":"2022-06-21 17:34","market":"us","language":"en","title":"How to Buy the Dip: 3 Tips for Smart Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2244411812","media":"Motley Fool","summary":"Here's how to make the most of the stock market right now.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Downturns can be rough, but they&#39;re also a smart buying opportunity.</li><li>The right strategy is key to keeping your money safe.</li><li>A long-term outlook can make it easier to invest during periods of volatility.</li></ul><p>The stock market has taken a tumble lately, with the <b>S&amp;P 500</b> officially entering a bear market after falling more than 20% from its peak.</p><p>While downturns and bear markets can be intimidating to even the best investors, they&#39;re also one of the best opportunities to buy. Stock prices are significantly lower now than they were a few months ago, and buying the dip can help you get more bang for your buck.</p><p>It&#39;s important, though, to have the right strategy. Here&#39;s how to make the most of your money during a downturn.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98105670e71e93d55de8f312057e9cc0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p><b>1. Avoid knee-jerk reactions</b></p><p>When stock prices are down, it can be tempting to buy first and ask questions later. Market dips can sometimes feel like Black Friday sales, when prices are slashed for a limited time and you have to buy right now.</p><p>To make sure you&#39;re getting the best deal possible, though, take a moment to think through your decision before you buy. Can you afford to invest right now? Do you have a healthy emergency fund? Have you researched this stock thoroughly?</p><p>Market downturns can be fantastic buying opportunities, but they&#39;re also one of the worst times to sell. If you buy a stock without thinking and end up having to sell it soon after, you could risk losing money.</p><p><b>2. Take a long-term approach</b></p><p>Nobody knows for certain how long this bear market will last. Some downturns, such as the crash in the early stages of the COVID-19 pandemic, are quick and stock prices recover almost immediately. Others, though, are more severe. In some cases, it could take months or even years for stock prices to fully recover.</p><p>It&#39;s smart, then, to brace yourself for the worst just in case. If stocks don&#39;t recover for months or even years, be prepared to hold your investments even if prices continue falling.</p><p>You may see your portfolio drop in value during that time, but stay focused on the long term and try not to get too caught up in the market&#39;s day-to-day performance. Given enough time, the market will recover eventually.</p><p><b>3. Do your homework before you buy</b></p><p>Not all companies will be able to survive an economic downturn, and depending on how long this bear market lasts, some stocks may not pull through. It&#39;s critical, then, to ensure you&#39;re only investing in strong, long-term stocks.</p><p>The strongest stocks are from companies with healthy underlying business fundamentals. This means that the company&#39;s finances are in good shape, it has a competent leadership team that can guide it through periods of volatility, and it has a competitive advantage in its industry, for example.</p><p>The healthier the overall business, the more likely it is to recover from market downturns. These stocks are also the best to buy when prices are down, because there&#39;s a much better chance that they&#39;ll bounce back and you&#39;ll make a hefty profit.</p><p><b>Making the most of a market downturn</b></p><p>Bear markets are not always easy to stomach, but they can be incredible wealth-building opportunities. By taking a thoughtful approach, choosing the right stocks, and holding those stocks for the long term, you can buy the dip while keeping your money as safe as possible.</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>How to Buy the Dip: 3 Tips for Smart 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\">\nHow to Buy the Dip: 3 Tips for Smart Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 17:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/20/how-to-buy-the-dip-3-tips-for-smart-investors/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSDownturns can be rough, but they're also a smart buying opportunity.The right strategy is key to keeping your money safe.A long-term outlook can make it easier to invest during periods of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/20/how-to-buy-the-dip-3-tips-for-smart-investors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.fool.com/investing/2022/06/20/how-to-buy-the-dip-3-tips-for-smart-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244411812","content_text":"KEY POINTSDownturns can be rough, but they're also a smart buying opportunity.The right strategy is key to keeping your money safe.A long-term outlook can make it easier to invest during periods of volatility.The stock market has taken a tumble lately, with the S&P 500 officially entering a bear market after falling more than 20% from its peak.While downturns and bear markets can be intimidating to even the best investors, they're also one of the best opportunities to buy. Stock prices are significantly lower now than they were a few months ago, and buying the dip can help you get more bang for your buck.It's important, though, to have the right strategy. Here's how to make the most of your money during a downturn.Image source: Getty Images.1. Avoid knee-jerk reactionsWhen stock prices are down, it can be tempting to buy first and ask questions later. Market dips can sometimes feel like Black Friday sales, when prices are slashed for a limited time and you have to buy right now.To make sure you're getting the best deal possible, though, take a moment to think through your decision before you buy. Can you afford to invest right now? Do you have a healthy emergency fund? Have you researched this stock thoroughly?Market downturns can be fantastic buying opportunities, but they're also one of the worst times to sell. If you buy a stock without thinking and end up having to sell it soon after, you could risk losing money.2. Take a long-term approachNobody knows for certain how long this bear market will last. Some downturns, such as the crash in the early stages of the COVID-19 pandemic, are quick and stock prices recover almost immediately. Others, though, are more severe. In some cases, it could take months or even years for stock prices to fully recover.It's smart, then, to brace yourself for the worst just in case. If stocks don't recover for months or even years, be prepared to hold your investments even if prices continue falling.You may see your portfolio drop in value during that time, but stay focused on the long term and try not to get too caught up in the market's day-to-day performance. Given enough time, the market will recover eventually.3. Do your homework before you buyNot all companies will be able to survive an economic downturn, and depending on how long this bear market lasts, some stocks may not pull through. It's critical, then, to ensure you're only investing in strong, long-term stocks.The strongest stocks are from companies with healthy underlying business fundamentals. This means that the company's finances are in good shape, it has a competent leadership team that can guide it through periods of volatility, and it has a competitive advantage in its industry, for example.The healthier the overall business, the more likely it is to recover from market downturns. These stocks are also the best to buy when prices are down, because there's a much better chance that they'll bounce back and you'll make a hefty profit.Making the most of a market downturnBear markets are not always easy to stomach, but they can be incredible wealth-building opportunities. By taking a thoughtful approach, choosing the right stocks, and holding those stocks for the long term, you can buy the dip while keeping your money as safe as possible.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947723619,"gmtCreate":1683627979831,"gmtModify":1683627984509,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Well said","listText":"Well said","text":"Well said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947723619","repostId":"2334210350","repostType":2,"repost":{"id":"2334210350","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1683625350,"share":"https://ttm.financial/m/news/2334210350?lang=&edition=fundamental","pubTime":"2023-05-09 17:42","market":"us","language":"en","title":"ChatGPT Is Causing a Stock-Market Ruckus","url":"https://stock-news.laohu8.com/highlight/detail?id=2334210350","media":"Dow Jones","summary":"There have been more than 300 mentions of \"generative AI\" on company conference calls worldwide so f","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     There have been more than 300 mentions of \"generative AI\" on company conference calls worldwide so far this year, according to data from AlphaSense. \"ChatGPT Is Causing a Stock-Market Ruckus,\" at 5:30 a.m., incorrectly said there were more than 300 mentions on S&amp;P 500 conference calls. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 09, 2023 08:24 ET (12:24 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ChatGPT Is Causing a Stock-Market Ruckus</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\">\nChatGPT Is Causing a Stock-Market Ruckus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-05-09 17:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     There have been more than 300 mentions of \"generative AI\" on company conference calls worldwide so far this year, according to data from AlphaSense. \"ChatGPT Is Causing a Stock-Market Ruckus,\" at 5:30 a.m., incorrectly said there were more than 300 mentions on S&amp;P 500 conference calls. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 09, 2023 08:24 ET (12:24 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4170":"电脑硬件、储存设备及电脑周边","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) 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ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2334210350","content_text":"There have been more than 300 mentions of \"generative AI\" on company conference calls worldwide so far this year, according to data from AlphaSense. \"ChatGPT Is Causing a Stock-Market Ruckus,\" at 5:30 a.m., incorrectly said there were more than 300 mentions on S&P 500 conference calls. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 09, 2023 08:24 ET (12:24 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952763176,"gmtCreate":1674990605496,"gmtModify":1676538969766,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Elon musk = My God of Fortune&nbsp;","listText":"Elon musk = My God of Fortune&nbsp;","text":"Elon musk = My God of Fortune","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952763176","repostId":"1113358282","repostType":2,"repost":{"id":"1113358282","kind":"news","pubTimestamp":1674962399,"share":"https://ttm.financial/m/news/1113358282?lang=&edition=fundamental","pubTime":"2023-01-29 11:19","market":"us","language":"en","title":"Tesla's Future As A Super Conglomerate?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113358282","media":"Seeking Alpha","summary":"SummaryWhen based on present fundamentals, Tesla, Inc. is priced for growth and appreciation, as we ","content":"<html><head></head><body><h2>Summary</h2><ul><li>When based on present fundamentals, Tesla, Inc. is priced for growth and appreciation, as we anticipate 20% upside from current levels.</li><li>Expect Tesla earnings surprises in the way of deliveries, as larger-scale producers with more expertise are positioned to take market share away from up-starts.</li><li>We project revenue of $222 billion, and derive our price forecast based on a combination adjusted EBITDA/earnings multiples.</li><li>Elon Musk might combine his businesses into a superstructure entity like Google, which  could be valued at $10 Trillion + by 2033.</li><li>Absent substantial M&amp;A activity, Tesla doesn&#39;t achieve a valuation that&#39;s in excess of Apple and Saudi Aramco.</li></ul><p><img src=\"https://static.tigerbbs.com/2f6e8b754fbdaeffb25dc19af1c7b455\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Tesla, Inc. (NASDAQ:TSLA) had what many would consider a very strong quarter in quite a while, as TSLA inQ4 2022beat on revenue and earnings without as much ludicrous commentary as usual from Elon Muskon the earnings call. Investors responded favorably, adding +25% to the stock price over the past five trading sessions. We value the business at $195/share and expect upside on new announcements and ongoing execution absent any material shortages for supplies in the supply chain. TSLA&#39;s solid performance in the afterhours session continued into Thursday’s trading session for an additional +10% gain, bringing the BEV (battery electric vehicle) maker&#39;s market cap to $500 billion.</p><p>We value TSLA stock using a mix of adjusted EBITDA and P/E multiples on FY &#39;25 revenue of $222 billion, and anticipate an additional 20% upside, maybe more depending on hype/optimism tied to productroadmap and deliveries. Tesla reported Q4 ‘22 revenue of $24.32 billion versus consensus $24.16 billion, and adjusted dil. EPS of $1.19 versus $1.13, beating estimates by 5.3%.</p><p>We noted a drop in profitability, which was driven by lower ASPs, but the announcement of some higher margin categories like the Tesla Cybertruck and Tesla Semi Truck makes us extremely optimistic that the net profit margin erosion won’t be as severe, even with volume car production on Model 3/Y putting pressure on average selling prices.</p><p>We also liked that Elon Musk referenced the Cybertruck on theQ4 2022 earnings call:</p><blockquote>“Yes, Cybertruck will have Hardware 4. And to be clear, for 2023, Cybertruck will not be a significant contributor to the bottom line but it will be into next year.”</blockquote><p>So, Cybertruck is on track, and Rivian Automotive, Inc. (RIVN) finally has to meet its electric competitor in 2023.</p><h2>Investment thesis summary</h2><p>We anticipate that there’s a compelling case for why Tesla could deliver 1.8 million to 2 million cars in 2023. Tesla is not as supply constrained, and production is starting to normalize reducing the shortages experienced at the onset of the pandemic. TSLA’s gaining share on pricing and new customer adoption, with market penetration at a low enough base to suggest a material vehicle opportunity, which is reflected in our analysis.</p><p>Figure 1. Vehicle production capacity<img src=\"https://static.tigerbbs.com/3aa2a58f569deda95f2eb98c38a2df94\" tg-width=\"598\" tg-height=\"626\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Tesla(Tesla)</p><p>Elon Musk expects 1.8 million car deliveries, but with ramp-up of various facilities, and some announced production/volume gains within existing production sites, there’s a bias towards 200k volume beat, which we embed in our model to help capture any delivery surprises on heightened demand due to gas price sensitivity and electric vehicle credits.</p><p>We anticipate production surprises going forward, and production ramp-up to scale to levels of conventional automakers using purely BEV technologies. Value-added components like autonomous driving keeping the ASPs higher even at larger volumes by 2025.</p><p>We anticipate that our profit forecast becomes conservative, as TSLA doesn’t have many of the legacy costs of other vehicle OEMs tied to pensions, and has a more established/efficient production line in the BEV space to sustain better profitability. We also anticipate Tesla to make a leap on profitability when battery technologies improve and the cost of battery cells reduces the bill of materials even further.</p><p>Figure 2. Summary of financial model<img src=\"https://static.tigerbbs.com/b556d67740fae163d6761f496ae7502b\" tg-width=\"777\" tg-height=\"471\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Analysis by Trade Theory(Trade Theory)</p><p>We recommend TSLA and provide a $195 Price Target, implying 22% upside from current levels. While we don’t enjoy the CEOs character or attitude in public or his comments on Twitter, we cannot deny that the business is positioned for substantial growth, as we value TSLA using a blend of historical growth based multiples, tech EV/EBITDA multiples, and average the value on FY’ 25 estimated adjusted dil. EPS of $9.30. We then discount our assumption by 9.5% or firm’s WACC (weighted average cost of capital) to then arrive at a $195 price target.</p><p>We expect the company to grow sales to $222 billion on 4.5 million vehicle deliveries at an average selling price of $49 thousand dollars, which translates to a business that will be valued at $1.2 trillion by 2025. Absent any material changes to the business like the merger and combination of various businesses… there’s realistically no path to achieving a $4-$5 trillion valuation over the next 3-5 years.</p><h2>What is Elon Musk trying to communicate?</h2><p>We find ourselves stumped right now; how does Elon Musk anticipate that he’s going to eclipse two of the biggest companies on earth and ignore his closest competitors, all whilegetting questionedin court within the same week, regarding the separate incident of his tweet announcing taking the company private at $420 per share with the help of the Saudi fund (a deal which later got revealed to be preliminary rather than “secured”). Twitter users polled would much rather have a different owner than Elon Musk.</p><p>It’s almost comical at this point, because it’s almost as bad as watching an entire nation of fans sour on a sports team owner and request a change in ownership, except there’s hardly anyone on planet earth that could afford to buy such a large tech company, let alone pry it from the second-richest person on earth after he pried it away from Jack Dorsey. The bird stays in Elon’s portfolio, and we expect the portfolio to come together in some sort of death star construction.</p><h2>We think Elon Musk is absolutely serious about eclipsing both companies in value</h2><p>Now some might have skipped this part of an earlier earnings call, laughed, or something. But, Elon Musk envisions the companybecoming bigger than Appleand Saudi Aramco combined on a market capitalization basis in the future. He literally said that on Q3 ‘22 earnings, and then he never mentioned anything about it again on the Q4 ‘22 earnings call.</p><p>After the shakedown in the courthouse, we’re not surprised that he’s not making such wild statements on the Q4 ‘22 earnings call. And as a consequence, the stock does better as a result by rallying +5% in the after hour session following Wednesday’s earnings announcement at close.</p><p>If we combine Apple Inc. (AAPL) at $2.25 trillion, and Saudi Aramco at $1.94 trillion, it would combine to a $4.19 trillion market cap. At present, Tesla’s market capitalization is $500 billion, which implies that his sales pitch this year is quite simple: the company will increase in value from $500 billion to $4.2 trillion in total market capitalization.</p><p>On his path to $4.2 trillion, Musk’s gone on to denounce every competitor by failing to even acknowledge that a distant number two even exists. We think the distant number 2 automaker is Lucid Group, Inc. (LCID), but then again, maybe Elon’s right, and we’re wrong, who knows?</p><p>What Elon Musk has said for the past two quarters makes uschuckle a little:</p><blockquote>George Gianarikas from Canaccord Genuity asks Elon Musk, I&#39;m curious how you see the current competitive landscape changing over the next few years. And who do you see as your chief competitors five years from now?”</blockquote><blockquote>Elon Musk responds, “Five years is a long time. As with the Tesla order part, AI team, until late last night and just we&#39;re just asking guys like, so who do we think is close to Tesla with -- a general solution for self-driving? And we still don&#39;t even know who would even be a distant second. So, yes, it really seems like we&#39;re -- I mean, right now, I don&#39;t think you could see a second place with a telescope, at least we can&#39;t. So, that wouldn&#39;t last forever. So, in five years, I don&#39;t know, probably somebody has figured it out. I don&#39;t think it&#39;s any of the car companies that we&#39;re aware of. But I&#39;m just guessing that someone might be right out eventually, so yes.”</blockquote><p>So, Apple shareholders, and Tim Cook, have to somehow acknowledge that Elon Musk and Tesla Inc. is going to eclipse them in value, but Elon Musk can’t point to anyone else catching up to Tesla Inc. and his path to global dominance? The CEO is unwilling to admit outright what an analyst is suggesting indirectly as a means of reaching such a crazy goal.</p><p>Elon Musk and George Glanarikas from last quarter,Q3 ‘22 earnings call, from Seeking Alpha transcripts:</p><blockquote>George Gianarikas from Canaccord Genuity, “And just as a follow-up, this is for Elon. With your pending acquisition of Twitter and your stakes in SpaceX and Neuralink and Tesla, how much would the combined companies benefit from operating under a single super structure, if at all, like a Google Alphabet?”</blockquote><blockquote>To which Elon Musk eagerly tries to deny the possibility of the mega merger, “It’s not clear to me what the overlap is. It’s not zero, but it’s -- I think we’re reaching. I’m not worried about it. I’m not an investor. I’m an engineer, a manufacturing person and a technologist. So, I actually work and design and develop products. That’s what I do. So, it’s not a -- we’re not going to have a portfolio sort of investments over it. So, I don’t know. I don’t see obvious sort of some -- get combined under an umbrella, at least right now.”</blockquote><p>Now, keep in mind, both AAPL and Aramco are likely to grow in value at the average S&amp;P 500 Index (SP500) growth rate at minimum, so not only does Tesla have to overshoot the $4.2 Trillion number, but also account for the growth rate of both companies. So, if $4.2 trillion has a return rate of 12% for the 10-year period, Tesla Motors would need to reach a valuation of $13 Trillion assuming those two companies continue to grow in-line with the S&amp;P 500 average.</p><h2>How does Tesla Inc. reach $13 Trillion in value over the next 10 years?</h2><p>Elon Musk could assemble his entire portfolio of businesses that he’s built or advised on to become a super conglomerate. If Tesla were to combine all the entities it would mirror the Death Star construction from<i>Star Wars Episode 6,</i>with a rebel faction of DOJ regulators, the last holdout from stopping global domination.</p><p>And we don’t mean this in sarcastic humor, but really that’s the only hint we’ve got at $500 billion appreciating to $13 trillion over the course of 10 years. If Elon Musk does decide to merge everything into a conglomerate and takes a backseat like Warren Buffett (Berkshire), Bill Gates (Microsoft), Tim Cook (Apple), Sundar Pichai (Google), Jeff Bezos (Amazon)… it would look as good or bad as the picture we carefully assembled below.</p><p>Figure 3. The Empire Might Strike Back…</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7686caf1259019b4a429c2118e1616f7\" tg-width=\"853\" tg-height=\"578\" width=\"100%\" height=\"auto\"/><span>Image is author’s interpretation of current events(Trade Theory Illustration)</span></p><p>This sounds a bit crazier than the usual Elon Musk we’ve come to know over the years. But, let’s roll with the punches here, because about 6 or 7 years ago, somebody laughed on a conference call when he said Tesla was going to reach $700 billion and ended up with an $800 billion peak valuation. We’re not going to make that mistake; instead we’re going to try and entertain the super genius&#39;s craziness with our crazy interpretation of what he’s thinking.</p><p>We have a hard time imagining how Tesla, Inc. on its own amounts to the valuation growth needed to satisfy the $14 trillion value we estimate is needed to eclipse the combined value of Apple and Saudi Aramco by 2033. It almost sounds way too ambitious by most measures, but if we think carefully about the ramifications of Elon Musk combining the separate businesses he’s built into a sort of superstructure, it would benefit one person primarily: Elon Musk. Which is why we don’t believe the comments he made to the analyst about not wanting to assemble a portfolio.</p><p>Now, if you think about the way the businesses are structured right now, they offer no immediate synergies, and some would argue that they perform better as separate companies. But, it also limits investors to separately traded vehicles, and those businesses are linked to Elon Musk. Apple wouldn’t be as valuable of a company without diversifying into more products and categories inclusive of services and even payment technologies, music, and entertainment.</p><h2>Value of a super Tesla entity at present?</h2><p>When we look at the validity of merging into a super structure, we think it makes sense for a number of reasons.</p><p><b>1) Scale.</b>TSLA’s market opportunity in vehicles, though large, represents saturation risk at some point in the future.</p><p>Figure 4. Consolidated value of Elon Musk involved businesses<img src=\"https://static.tigerbbs.com/d46a2e6b6e7318357810796d2c9a75c3\" tg-width=\"417\" tg-height=\"287\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>estimate by Trade Theory(Trade Theory)</p><p>If TSLA goes conglomerate, it would compose a number of opportunities like social networking, payment technology, neuro technology, space exploration and mining, space broadband, online auction marketplace, government computing contracts, and so forth.</p><p>2)<b>Unique portfolio</b>has substantial synergies due to founder and board level cooperation to ensure consolidation as all the businesses are related to Elon Musk.</p><p>3)<b>Space exploration</b>extremely valuable, with SpaceX valued at $137 billion, and expansion into biotech extremely valuable with Neuralink representing more than $10 billion market cap opportunity on medical device technologies. When combined with the existing or former publicly traded companies, PayPal (PYPL),eBay.com(EBAY), Palantir (PLNT) and Twitter (TWTR) the consolidated enterprise value could at some point compete with and exceed the combined value of AAPL and Aramco, though it would take an aggressive growth rate of 30% off the base of 9 or 10 different companies combined into a single entity.</p><h2>Never doubt Elon Musk</h2><p>Though we might come across as playful and sarcastic, perhaps we want to pride ourselves on seeing around corners as to what happens next. While we like the organic growth metrics, and the projected run rate to an eventual production volume of 5 million to 10 million vehicles making BEVs reach production scale similar to the big 3 autos in America, we see that scenario valuing Tesla, Inc. stock at $195/share currently with a path of beats taking us past $200 per share this year.</p><p>Profitability is driven by the higher ASPs and consumers conforming to a more inflationary/higher priced environment. Even with those assumptions, we factor about +20% upside, maybe more upside on some expectation beats throughout the year. M&amp;A activity could increase the size of the business at some point, and we think TSLA will combine businesses as the BEV business starts to mature and becomes less profitable.</p><p>Tesla, Inc. stock already carries significant upside. Near-term opportunities tied to the car business, energy storage, financing, and insurance should provide enough meat for shareholders over the next 12 months. But, over a longer time frame, people will begin to wonder if Tesla can reach a value that’s in excess of Apple and Aramco.</p><p>So, if Elon says it’s possible, then who are we to say it’s not? Instead, we opted to match his craziness, as we reassert our positive stance on Tesla, Inc. throughout the entirety of this article.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Future As A Super Conglomerate?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Future As A Super Conglomerate?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-29 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4573174-teslas-future-as-a-super-conglomerate><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhen based on present fundamentals, Tesla, Inc. is priced for growth and appreciation, as we anticipate 20% upside from current levels.Expect Tesla earnings surprises in the way of deliveries, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4573174-teslas-future-as-a-super-conglomerate\">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/4573174-teslas-future-as-a-super-conglomerate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113358282","content_text":"SummaryWhen based on present fundamentals, Tesla, Inc. is priced for growth and appreciation, as we anticipate 20% upside from current levels.Expect Tesla earnings surprises in the way of deliveries, as larger-scale producers with more expertise are positioned to take market share away from up-starts.We project revenue of $222 billion, and derive our price forecast based on a combination adjusted EBITDA/earnings multiples.Elon Musk might combine his businesses into a superstructure entity like Google, which  could be valued at $10 Trillion + by 2033.Absent substantial M&A activity, Tesla doesn't achieve a valuation that's in excess of Apple and Saudi Aramco.Tesla, Inc. (NASDAQ:TSLA) had what many would consider a very strong quarter in quite a while, as TSLA inQ4 2022beat on revenue and earnings without as much ludicrous commentary as usual from Elon Muskon the earnings call. Investors responded favorably, adding +25% to the stock price over the past five trading sessions. We value the business at $195/share and expect upside on new announcements and ongoing execution absent any material shortages for supplies in the supply chain. TSLA's solid performance in the afterhours session continued into Thursday’s trading session for an additional +10% gain, bringing the BEV (battery electric vehicle) maker's market cap to $500 billion.We value TSLA stock using a mix of adjusted EBITDA and P/E multiples on FY '25 revenue of $222 billion, and anticipate an additional 20% upside, maybe more depending on hype/optimism tied to productroadmap and deliveries. Tesla reported Q4 ‘22 revenue of $24.32 billion versus consensus $24.16 billion, and adjusted dil. EPS of $1.19 versus $1.13, beating estimates by 5.3%.We noted a drop in profitability, which was driven by lower ASPs, but the announcement of some higher margin categories like the Tesla Cybertruck and Tesla Semi Truck makes us extremely optimistic that the net profit margin erosion won’t be as severe, even with volume car production on Model 3/Y putting pressure on average selling prices.We also liked that Elon Musk referenced the Cybertruck on theQ4 2022 earnings call:“Yes, Cybertruck will have Hardware 4. And to be clear, for 2023, Cybertruck will not be a significant contributor to the bottom line but it will be into next year.”So, Cybertruck is on track, and Rivian Automotive, Inc. (RIVN) finally has to meet its electric competitor in 2023.Investment thesis summaryWe anticipate that there’s a compelling case for why Tesla could deliver 1.8 million to 2 million cars in 2023. Tesla is not as supply constrained, and production is starting to normalize reducing the shortages experienced at the onset of the pandemic. TSLA’s gaining share on pricing and new customer adoption, with market penetration at a low enough base to suggest a material vehicle opportunity, which is reflected in our analysis.Figure 1. Vehicle production capacityTesla(Tesla)Elon Musk expects 1.8 million car deliveries, but with ramp-up of various facilities, and some announced production/volume gains within existing production sites, there’s a bias towards 200k volume beat, which we embed in our model to help capture any delivery surprises on heightened demand due to gas price sensitivity and electric vehicle credits.We anticipate production surprises going forward, and production ramp-up to scale to levels of conventional automakers using purely BEV technologies. Value-added components like autonomous driving keeping the ASPs higher even at larger volumes by 2025.We anticipate that our profit forecast becomes conservative, as TSLA doesn’t have many of the legacy costs of other vehicle OEMs tied to pensions, and has a more established/efficient production line in the BEV space to sustain better profitability. We also anticipate Tesla to make a leap on profitability when battery technologies improve and the cost of battery cells reduces the bill of materials even further.Figure 2. Summary of financial modelAnalysis by Trade Theory(Trade Theory)We recommend TSLA and provide a $195 Price Target, implying 22% upside from current levels. While we don’t enjoy the CEOs character or attitude in public or his comments on Twitter, we cannot deny that the business is positioned for substantial growth, as we value TSLA using a blend of historical growth based multiples, tech EV/EBITDA multiples, and average the value on FY’ 25 estimated adjusted dil. EPS of $9.30. We then discount our assumption by 9.5% or firm’s WACC (weighted average cost of capital) to then arrive at a $195 price target.We expect the company to grow sales to $222 billion on 4.5 million vehicle deliveries at an average selling price of $49 thousand dollars, which translates to a business that will be valued at $1.2 trillion by 2025. Absent any material changes to the business like the merger and combination of various businesses… there’s realistically no path to achieving a $4-$5 trillion valuation over the next 3-5 years.What is Elon Musk trying to communicate?We find ourselves stumped right now; how does Elon Musk anticipate that he’s going to eclipse two of the biggest companies on earth and ignore his closest competitors, all whilegetting questionedin court within the same week, regarding the separate incident of his tweet announcing taking the company private at $420 per share with the help of the Saudi fund (a deal which later got revealed to be preliminary rather than “secured”). Twitter users polled would much rather have a different owner than Elon Musk.It’s almost comical at this point, because it’s almost as bad as watching an entire nation of fans sour on a sports team owner and request a change in ownership, except there’s hardly anyone on planet earth that could afford to buy such a large tech company, let alone pry it from the second-richest person on earth after he pried it away from Jack Dorsey. The bird stays in Elon’s portfolio, and we expect the portfolio to come together in some sort of death star construction.We think Elon Musk is absolutely serious about eclipsing both companies in valueNow some might have skipped this part of an earlier earnings call, laughed, or something. But, Elon Musk envisions the companybecoming bigger than Appleand Saudi Aramco combined on a market capitalization basis in the future. He literally said that on Q3 ‘22 earnings, and then he never mentioned anything about it again on the Q4 ‘22 earnings call.After the shakedown in the courthouse, we’re not surprised that he’s not making such wild statements on the Q4 ‘22 earnings call. And as a consequence, the stock does better as a result by rallying +5% in the after hour session following Wednesday’s earnings announcement at close.If we combine Apple Inc. (AAPL) at $2.25 trillion, and Saudi Aramco at $1.94 trillion, it would combine to a $4.19 trillion market cap. At present, Tesla’s market capitalization is $500 billion, which implies that his sales pitch this year is quite simple: the company will increase in value from $500 billion to $4.2 trillion in total market capitalization.On his path to $4.2 trillion, Musk’s gone on to denounce every competitor by failing to even acknowledge that a distant number two even exists. We think the distant number 2 automaker is Lucid Group, Inc. (LCID), but then again, maybe Elon’s right, and we’re wrong, who knows?What Elon Musk has said for the past two quarters makes uschuckle a little:George Gianarikas from Canaccord Genuity asks Elon Musk, I'm curious how you see the current competitive landscape changing over the next few years. And who do you see as your chief competitors five years from now?”Elon Musk responds, “Five years is a long time. As with the Tesla order part, AI team, until late last night and just we're just asking guys like, so who do we think is close to Tesla with -- a general solution for self-driving? And we still don't even know who would even be a distant second. So, yes, it really seems like we're -- I mean, right now, I don't think you could see a second place with a telescope, at least we can't. So, that wouldn't last forever. So, in five years, I don't know, probably somebody has figured it out. I don't think it's any of the car companies that we're aware of. But I'm just guessing that someone might be right out eventually, so yes.”So, Apple shareholders, and Tim Cook, have to somehow acknowledge that Elon Musk and Tesla Inc. is going to eclipse them in value, but Elon Musk can’t point to anyone else catching up to Tesla Inc. and his path to global dominance? The CEO is unwilling to admit outright what an analyst is suggesting indirectly as a means of reaching such a crazy goal.Elon Musk and George Glanarikas from last quarter,Q3 ‘22 earnings call, from Seeking Alpha transcripts:George Gianarikas from Canaccord Genuity, “And just as a follow-up, this is for Elon. With your pending acquisition of Twitter and your stakes in SpaceX and Neuralink and Tesla, how much would the combined companies benefit from operating under a single super structure, if at all, like a Google Alphabet?”To which Elon Musk eagerly tries to deny the possibility of the mega merger, “It’s not clear to me what the overlap is. It’s not zero, but it’s -- I think we’re reaching. I’m not worried about it. I’m not an investor. I’m an engineer, a manufacturing person and a technologist. So, I actually work and design and develop products. That’s what I do. So, it’s not a -- we’re not going to have a portfolio sort of investments over it. So, I don’t know. I don’t see obvious sort of some -- get combined under an umbrella, at least right now.”Now, keep in mind, both AAPL and Aramco are likely to grow in value at the average S&P 500 Index (SP500) growth rate at minimum, so not only does Tesla have to overshoot the $4.2 Trillion number, but also account for the growth rate of both companies. So, if $4.2 trillion has a return rate of 12% for the 10-year period, Tesla Motors would need to reach a valuation of $13 Trillion assuming those two companies continue to grow in-line with the S&P 500 average.How does Tesla Inc. reach $13 Trillion in value over the next 10 years?Elon Musk could assemble his entire portfolio of businesses that he’s built or advised on to become a super conglomerate. If Tesla were to combine all the entities it would mirror the Death Star construction fromStar Wars Episode 6,with a rebel faction of DOJ regulators, the last holdout from stopping global domination.And we don’t mean this in sarcastic humor, but really that’s the only hint we’ve got at $500 billion appreciating to $13 trillion over the course of 10 years. If Elon Musk does decide to merge everything into a conglomerate and takes a backseat like Warren Buffett (Berkshire), Bill Gates (Microsoft), Tim Cook (Apple), Sundar Pichai (Google), Jeff Bezos (Amazon)… it would look as good or bad as the picture we carefully assembled below.Figure 3. The Empire Might Strike Back…Image is author’s interpretation of current events(Trade Theory Illustration)This sounds a bit crazier than the usual Elon Musk we’ve come to know over the years. But, let’s roll with the punches here, because about 6 or 7 years ago, somebody laughed on a conference call when he said Tesla was going to reach $700 billion and ended up with an $800 billion peak valuation. We’re not going to make that mistake; instead we’re going to try and entertain the super genius's craziness with our crazy interpretation of what he’s thinking.We have a hard time imagining how Tesla, Inc. on its own amounts to the valuation growth needed to satisfy the $14 trillion value we estimate is needed to eclipse the combined value of Apple and Saudi Aramco by 2033. It almost sounds way too ambitious by most measures, but if we think carefully about the ramifications of Elon Musk combining the separate businesses he’s built into a sort of superstructure, it would benefit one person primarily: Elon Musk. Which is why we don’t believe the comments he made to the analyst about not wanting to assemble a portfolio.Now, if you think about the way the businesses are structured right now, they offer no immediate synergies, and some would argue that they perform better as separate companies. But, it also limits investors to separately traded vehicles, and those businesses are linked to Elon Musk. Apple wouldn’t be as valuable of a company without diversifying into more products and categories inclusive of services and even payment technologies, music, and entertainment.Value of a super Tesla entity at present?When we look at the validity of merging into a super structure, we think it makes sense for a number of reasons.1) Scale.TSLA’s market opportunity in vehicles, though large, represents saturation risk at some point in the future.Figure 4. Consolidated value of Elon Musk involved businessesestimate by Trade Theory(Trade Theory)If TSLA goes conglomerate, it would compose a number of opportunities like social networking, payment technology, neuro technology, space exploration and mining, space broadband, online auction marketplace, government computing contracts, and so forth.2)Unique portfoliohas substantial synergies due to founder and board level cooperation to ensure consolidation as all the businesses are related to Elon Musk.3)Space explorationextremely valuable, with SpaceX valued at $137 billion, and expansion into biotech extremely valuable with Neuralink representing more than $10 billion market cap opportunity on medical device technologies. When combined with the existing or former publicly traded companies, PayPal (PYPL),eBay.com(EBAY), Palantir (PLNT) and Twitter (TWTR) the consolidated enterprise value could at some point compete with and exceed the combined value of AAPL and Aramco, though it would take an aggressive growth rate of 30% off the base of 9 or 10 different companies combined into a single entity.Never doubt Elon MuskThough we might come across as playful and sarcastic, perhaps we want to pride ourselves on seeing around corners as to what happens next. While we like the organic growth metrics, and the projected run rate to an eventual production volume of 5 million to 10 million vehicles making BEVs reach production scale similar to the big 3 autos in America, we see that scenario valuing Tesla, Inc. stock at $195/share currently with a path of beats taking us past $200 per share this year.Profitability is driven by the higher ASPs and consumers conforming to a more inflationary/higher priced environment. Even with those assumptions, we factor about +20% upside, maybe more upside on some expectation beats throughout the year. M&A activity could increase the size of the business at some point, and we think TSLA will combine businesses as the BEV business starts to mature and becomes less profitable.Tesla, Inc. stock already carries significant upside. Near-term opportunities tied to the car business, energy storage, financing, and insurance should provide enough meat for shareholders over the next 12 months. But, over a longer time frame, people will begin to wonder if Tesla can reach a value that’s in excess of Apple and Aramco.So, if Elon says it’s possible, then who are we to say it’s not? Instead, we opted to match his craziness, as we reassert our positive stance on Tesla, Inc. throughout the entirety of this article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921496423,"gmtCreate":1671107578162,"gmtModify":1676538491152,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108560254165730","authorIdStr":"4108560254165730"},"themes":[],"htmlText":"Still waiting to drop even more&nbsp;[Grin]&nbsp;","listText":"Still waiting to drop even more&nbsp;[Grin]&nbsp;","text":"Still waiting to drop even more [Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921496423","repostId":"2291698090","repostType":4,"repost":{"id":"2291698090","kind":"highlight","pubTimestamp":1671106510,"share":"https://ttm.financial/m/news/2291698090?lang=&edition=fundamental","pubTime":"2022-12-15 20:15","market":"us","language":"en","title":"Cathie Wood's ARK Invest Buys Tesla Stock Amid Plunge, Musk Sells","url":"https://stock-news.laohu8.com/highlight/detail?id=2291698090","media":"Yahoo Finance","summary":"Elon Musk fan Cathie Wood seized a sizable chunk of Tesla stock (TSLA) late Wednesday after the stoc","content":"<html><head></head><body><p>Elon Musk fan Cathie Wood seized a sizable chunk of Tesla stock (TSLA) late Wednesday after the stock extended a recent skid to its lowest level in more than two years.</p><p>ARK Invest, Wood’s investment management firm, snapped up 74,862 shares of the electric-vehicle maker across three of her exchange-traded funds, according to a daily transaction report sent via email. The purchase was valued around $11.7 million, based on Wednesday’s closing price of $156.80.</p><p>The snap-up by ARK also comes after Tesla&#39;s own chief executive officer Elon Musk sold approximately 21,995,000 shares of the company, or roughly $3.6 billion worth, during the three-day period ending Dec. 14, a regulatory filing showed after Wednesday&#39;s close.</p><p><img src=\"https://community-static.tradeup.com/news/da9ff4c0ce43f6381a0196317c4eb13d\" tg-width=\"3350\" tg-height=\"1860\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Cathie Wood on Yahoo Finance.</p><p>ARK’s Tesla buy comprised 61,537 shares for the ARK Innovation fund (ARKK), 10,066 for the ARK Autonomous Tech. &amp; Robotics ETF (ARKQ), and 3,259 for the <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (ARKW). Tesla is the third largest holding among ARK’s suite of investment products after <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Communications (ZM) and Exact Sciences (EXAS).</p><p>Wood&#39;s dip-buying spree comes during a difficult month amid a difficult year for Tesla as concerns intensify among investors that Musk as CEO diverted his attention away from the company to manage Twitter, the social media platform he recently acquired in a $44 billion take-private deal.</p><p>Tesla stock is down more than 19% in December so far and roughly 55% year-to-date. ARK&#39;s flagship ARK Innovation fund (ARKK) is down around 13% this month and 64% on the year.</p><p>Much of Musk&#39;s wealth is tied to Tesla shares, and he has now sold nearly $40 billion worth of those shares in 2022.</p><p>Neither ARK Invest nor Tesla immediately responded to Yahoo Finance&#39;s requests for comment.</p><p>Wood, a longtime Tesla bull who has referred to Musk as ARK’s “renaissance man,” remains unshaken in her conviction. In an interview last week with Yahoo Finance, the ARK founder and CEO said she was not concerned about Musk’s leadership at Tesla.</p><p>Goldman Sachs also dealt another blow to Tesla earlier this week when the bank slashed its price target and lowered estimates on Tesla deliveries and gross margins for the fourth quarter, citing the prospect of weakening demand. Goldman maintained its Buy rating and is bullish over the long term.</p><p><img src=\"https://community-static.tradeup.com/news/7981b6a49668344e79b43f57fcc5363a\" tg-width=\"6034\" tg-height=\"4015\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Elon Musk&#39;s Twitter account displayed on a mobile with Elon Musk in the background are seen in this illustration. In Brussels - Belgium on 19 November 2022. (Photo illustration by Jonathan Raa/NurPhoto via Getty Images)</p><p>ARK, like Goldman, remains confident in the company’s long-term delivery prospects. Wood pointed to “loosening supply chains” that place Tesla “at the forefront of being able to drive down costs and prices” to help bring electric vehicles to the mass market.</p><p>Wood told Yahoo Finance that &#34;Elon’s main role at Tesla right now is moving it towards an autonomous taxi platform, which I think will happen in 2024. I think he thinks it will happen next year. I think he’s as focused as ever on that.&#34;</p><p>Elsewhere in ARK’s shopping cart were 296,578 shares of Coinbase (COIN) across ARK Innovation (ARKK), ARK Next Generation Internet ETF (ARKW), and <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> (ARKF). The firm has been steadily purchasing shares of the cryptocurrency exchange, even as the stock gets battered amid turmoil in cryptoworld over the collapse of FTX.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's ARK Invest Buys Tesla Stock Amid Plunge, Musk Sells</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's ARK Invest Buys Tesla Stock Amid Plunge, Musk Sells\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 20:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cathie-woods-ark-invest-buying-the-dip-tesla-elon-musk-112839188.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk fan Cathie Wood seized a sizable chunk of Tesla stock (TSLA) late Wednesday after the stock extended a recent skid to its lowest level in more than two years.ARK Invest, Wood’s investment ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cathie-woods-ark-invest-buying-the-dip-tesla-elon-musk-112839188.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","TSLA":"特斯拉","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","BK4527":"明星科技股","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4550":"红杉资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4544":"ARK ETF合集","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4581":"高盛持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","BK4099":"汽车制造商","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4511":"特斯拉概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","ARKK":"ARK Innovation ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","ARKQ":"ARK Autonomous Technology & Robotics ETF","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","ARKW":"ARK Next Generation Internation ETF","LU2063271972.USD":"富兰克林创新领域基金","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"https://finance.yahoo.com/news/cathie-woods-ark-invest-buying-the-dip-tesla-elon-musk-112839188.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2291698090","content_text":"Elon Musk fan Cathie Wood seized a sizable chunk of Tesla stock (TSLA) late Wednesday after the stock extended a recent skid to its lowest level in more than two years.ARK Invest, Wood’s investment management firm, snapped up 74,862 shares of the electric-vehicle maker across three of her exchange-traded funds, according to a daily transaction report sent via email. The purchase was valued around $11.7 million, based on Wednesday’s closing price of $156.80.The snap-up by ARK also comes after Tesla's own chief executive officer Elon Musk sold approximately 21,995,000 shares of the company, or roughly $3.6 billion worth, during the three-day period ending Dec. 14, a regulatory filing showed after Wednesday's close.Cathie Wood on Yahoo Finance.ARK’s Tesla buy comprised 61,537 shares for the ARK Innovation fund (ARKK), 10,066 for the ARK Autonomous Tech. & Robotics ETF (ARKQ), and 3,259 for the ARK Next Generation Internet ETF (ARKW). Tesla is the third largest holding among ARK’s suite of investment products after Zoom Communications (ZM) and Exact Sciences (EXAS).Wood's dip-buying spree comes during a difficult month amid a difficult year for Tesla as concerns intensify among investors that Musk as CEO diverted his attention away from the company to manage Twitter, the social media platform he recently acquired in a $44 billion take-private deal.Tesla stock is down more than 19% in December so far and roughly 55% year-to-date. ARK's flagship ARK Innovation fund (ARKK) is down around 13% this month and 64% on the year.Much of Musk's wealth is tied to Tesla shares, and he has now sold nearly $40 billion worth of those shares in 2022.Neither ARK Invest nor Tesla immediately responded to Yahoo Finance's requests for comment.Wood, a longtime Tesla bull who has referred to Musk as ARK’s “renaissance man,” remains unshaken in her conviction. In an interview last week with Yahoo Finance, the ARK founder and CEO said she was not concerned about Musk’s leadership at Tesla.Goldman Sachs also dealt another blow to Tesla earlier this week when the bank slashed its price target and lowered estimates on Tesla deliveries and gross margins for the fourth quarter, citing the prospect of weakening demand. Goldman maintained its Buy rating and is bullish over the long term.Elon Musk's Twitter account displayed on a mobile with Elon Musk in the background are seen in this illustration. In Brussels - Belgium on 19 November 2022. (Photo illustration by Jonathan Raa/NurPhoto via Getty Images)ARK, like Goldman, remains confident in the company’s long-term delivery prospects. Wood pointed to “loosening supply chains” that place Tesla “at the forefront of being able to drive down costs and prices” to help bring electric vehicles to the mass market.Wood told Yahoo Finance that \"Elon’s main role at Tesla right now is moving it towards an autonomous taxi platform, which I think will happen in 2024. I think he thinks it will happen next year. I think he’s as focused as ever on that.\"Elsewhere in ARK’s shopping cart were 296,578 shares of Coinbase (COIN) across ARK Innovation (ARKK), ARK Next Generation Internet ETF (ARKW), and ARK Fintech Innovation ETF (ARKF). The firm has been steadily purchasing shares of the cryptocurrency exchange, even as the stock gets battered amid turmoil in cryptoworld over the collapse of FTX.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}