Kk66 personal page - To The Moon

Kk66

Kk66

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02-13

Fortune. Cat. Child. Let’s go!!!

2023-03-31

Crazy

Sorry, the original content has been removed

2023-03-29

Yup

Got $5,000? 2 Top Growth Stocks to Buy That Could Double Your Money

2023-03-29

Sure

1 Stock-Split Stock Set to Soar 705%, According to Cathie Wood's Ark Invest

2023-03-28

Nice

Sorry, the original content has been removed

2023-03-28

Ok

Alibaba Splits Into Six Units That May Pursue Individual IPOs

2023-03-28

Go

Alibaba, First Republic, Lyft, Occidental, Coinbase, Virgin Orbit and More: U.S. Stocks to Watch

2023-03-10

Contagion?

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2023-03-10

Contagion?

Sorry, the original content has been removed

2023-02-23

Cool

@Keeley:$Amazon.com(AMZN)$ #AMZN Price penetrate the bullish POI at 98.09 deeper. On the lower timeframe, it doesn't seem that price has the strength to push higher from here. I'm expecting price to continue lower, following the bearish order flow. Headline news: Marvell Technology Picks Amazon Web Services As Cloud Provider for Electronic Design Automation https://www.tradingview.com/chart/AMZN/qtiEhGpM-AMZN-Analysis/

2023-02-07

Good

SPY And The Powell Speech: This Doesn't Make Any Sense

2023-01-18

Last few days to play

2023-01-17

I'm giving up on you

2023-01-16

My comment is not registering today

2023-01-16

Quickly redeem when u have a chance

2023-01-15

On to the final Please

2023-01-14

Keep the banner on the homepage

2023-01-13

thabjs for the games

2023-01-12

Doing so daily. Vietnam for the win

2023-01-11

Yes

Go to Tiger App to see more news

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Cat. Child. Let’s go!!!","listText":"Fortune. Cat. Child. Let’s go!!!","text":"Fortune. Cat. Child. Let’s go!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273528685093080","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941640415,"gmtCreate":1680227860038,"gmtModify":1680227863676,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Crazy","listText":"Crazy","text":"Crazy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941640415","repostId":"2323455677","repostType":2,"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941158539,"gmtCreate":1680073050922,"gmtModify":1680073055501,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941158539","repostId":"2322254158","repostType":2,"repost":{"id":"2322254158","kind":"highlight","pubTimestamp":1680017510,"share":"https://ttm.financial/m/news/2322254158?lang=&edition=fundamental","pubTime":"2023-03-28 23:31","market":"us","language":"en","title":"Got $5,000? 2 Top Growth Stocks to Buy That Could Double Your Money","url":"https://stock-news.laohu8.com/highlight/detail?id=2322254158","media":"Motley Fool","summary":"It's all systems go for Microsoft and Nvidia.","content":"<html><head></head><body><p>Even in a bear market, there are opportunities. Consider the major indexes themselves. The <b>Nasdaq</b> <b>Composite</b> is up 12% year to date, while the <b>Dow</b> <b>Jones Industrial Average</b> is down 2%.</p><p>The difference can be even larger for investors willing to pick individual stocks. If I had $5,000 to invest today, I would look to split it evenly across two stocks I believe can double within three to five years: <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>.</p><h2><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>If you&#39;re an investor searching for a stock that can double, look no further than Nvidia. In fact, the company&#39;s stock <i>has more than doubled</i> over the last six months -- shooting up from $112 to over $270.</p><p>Yet I think Nvidia has more room to run, based on a few factors:</p><ol><li>Data center growth: Organizations are still moving their data to the cloud. As they do, the data centers that run the cloud will require upgrades to the &#34;guts&#34; that make them work. And that means more sales of Nvidia&#39;s graphics processing units (GPUs). These high-performance computing devices help power data centers, and increased sales should help Nvidia regain its revenue growth, which stalled in 2022.</li><li>Automotive demand surge: Similar to data center, there&#39;s growing demand to put Nvidia devices into automobiles. Vehicles increasingly rely on computing power, whether for self-driving, safety, or infotainment systems. Nvidia&#39;s devices can bring the power and speed necessary to turn vehicles into the extension of the home that consumers increasingly demand.</li><li>Revenue growth returns: Nvidia&#39;s revenue flatlined as demand for gaming GPUs waned in 2022. However, analysts now see steady revenue growth on the horizon. Wall Street expects the company to grow sales by roughly 10% over the next 12 months and 24% in the following 12 months.</li></ol><p>In brief, Nvidia is positioned to capitalize on the growing need for high-powered computing. Whether it&#39;s data centers, gaming, automotive, or artificial intelligence, tomorrow&#39;s next-generation applications require immense computing power. And Nvidia is one of the few companies able to deliver that hardware at scale.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Buying and holding shares of Microsoft has been a great way to double your money -- over and over again. Shares of the software giant are up more than 1,000% over the last decade.</p><p>I think it can double again by 2028 -- even if its market cap is already a staggering $2 trillion. Here&#39;s why:</p><ol><li>Cloud computing growth: There&#39;s still plenty of juice left in the cloud computing growth cycle. While many enterprise clients have already jumped on board the cloud computing bandwagon, some research indicates the market may double by 2030. If Microsoft can simply maintain its current market share, the company will see a massive increase in its revenue and earnings.</li><li>Artificial intelligence synergies: If there&#39;s one category even hotter than cloud computing, it&#39;s artificial intelligence (AI). Thankfully for Microsoft, it has already cozied up with OpenAI, the company behind ChatGPT and GPT-4. Microsoft has integrated ChatGPT features into its Bing search engine and its Office software.</li><li>Fortress balance sheet: Microsoft&#39;s strong financial position makes it a safe port amid the ongoing bear market. With nearly $100 billion in cash on hand, investors can count on Microsoft to endure whatever comes next in the macroeconomic climate. What&#39;s more, the company has generated $59.6 billion in free cash flow over the last 12 months. Share repurchases have also reduced its average share count by 11% over the previous 10 years.</li></ol><p>To sum up, the company has more than enough gas left in the tank to double. Investors looking for a stock with upside -- and financial safety to boot -- should consider Microsoft.</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>Got $5,000? 2 Top Growth Stocks to Buy That Could Double Your Money</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\">\nGot $5,000? 2 Top Growth Stocks to Buy That Could Double Your Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/28/got-5000-2-top-growth-stocks-to-buy-that-could-dou/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even in a bear market, there are opportunities. Consider the major indexes themselves. The Nasdaq Composite is up 12% year to date, while the Dow Jones Industrial Average is down 2%.The difference can...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/28/got-5000-2-top-growth-stocks-to-buy-that-could-dou/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2023/03/28/got-5000-2-top-growth-stocks-to-buy-that-could-dou/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322254158","content_text":"Even in a bear market, there are opportunities. Consider the major indexes themselves. The Nasdaq Composite is up 12% year to date, while the Dow Jones Industrial Average is down 2%.The difference can be even larger for investors willing to pick individual stocks. If I had $5,000 to invest today, I would look to split it evenly across two stocks I believe can double within three to five years: Nvidia and Microsoft.NvidiaIf you're an investor searching for a stock that can double, look no further than Nvidia. In fact, the company's stock has more than doubled over the last six months -- shooting up from $112 to over $270.Yet I think Nvidia has more room to run, based on a few factors:Data center growth: Organizations are still moving their data to the cloud. As they do, the data centers that run the cloud will require upgrades to the \"guts\" that make them work. And that means more sales of Nvidia's graphics processing units (GPUs). These high-performance computing devices help power data centers, and increased sales should help Nvidia regain its revenue growth, which stalled in 2022.Automotive demand surge: Similar to data center, there's growing demand to put Nvidia devices into automobiles. Vehicles increasingly rely on computing power, whether for self-driving, safety, or infotainment systems. Nvidia's devices can bring the power and speed necessary to turn vehicles into the extension of the home that consumers increasingly demand.Revenue growth returns: Nvidia's revenue flatlined as demand for gaming GPUs waned in 2022. However, analysts now see steady revenue growth on the horizon. Wall Street expects the company to grow sales by roughly 10% over the next 12 months and 24% in the following 12 months.In brief, Nvidia is positioned to capitalize on the growing need for high-powered computing. Whether it's data centers, gaming, automotive, or artificial intelligence, tomorrow's next-generation applications require immense computing power. And Nvidia is one of the few companies able to deliver that hardware at scale.MicrosoftBuying and holding shares of Microsoft has been a great way to double your money -- over and over again. Shares of the software giant are up more than 1,000% over the last decade.I think it can double again by 2028 -- even if its market cap is already a staggering $2 trillion. Here's why:Cloud computing growth: There's still plenty of juice left in the cloud computing growth cycle. While many enterprise clients have already jumped on board the cloud computing bandwagon, some research indicates the market may double by 2030. If Microsoft can simply maintain its current market share, the company will see a massive increase in its revenue and earnings.Artificial intelligence synergies: If there's one category even hotter than cloud computing, it's artificial intelligence (AI). Thankfully for Microsoft, it has already cozied up with OpenAI, the company behind ChatGPT and GPT-4. Microsoft has integrated ChatGPT features into its Bing search engine and its Office software.Fortress balance sheet: Microsoft's strong financial position makes it a safe port amid the ongoing bear market. With nearly $100 billion in cash on hand, investors can count on Microsoft to endure whatever comes next in the macroeconomic climate. What's more, the company has generated $59.6 billion in free cash flow over the last 12 months. Share repurchases have also reduced its average share count by 11% over the previous 10 years.To sum up, the company has more than enough gas left in the tank to double. Investors looking for a stock with upside -- and financial safety to boot -- should consider Microsoft.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941158874,"gmtCreate":1680073008999,"gmtModify":1680073011915,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Sure","listText":"Sure","text":"Sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941158874","repostId":"2322264351","repostType":2,"repost":{"id":"2322264351","kind":"highlight","pubTimestamp":1680017525,"share":"https://ttm.financial/m/news/2322264351?lang=&edition=fundamental","pubTime":"2023-03-28 23:32","market":"us","language":"en","title":"1 Stock-Split Stock Set to Soar 705%, According to Cathie Wood's Ark Invest","url":"https://stock-news.laohu8.com/highlight/detail?id=2322264351","media":"Motley Fool","summary":"Ark Investment Management and Elon Musk see eye to eye on one product opportunity.","content":"<html><head></head><body><p>Stock splits were all the rage in 2022 as some of America&#39;s largest companies sought to shrink their share prices after making substantial gains in the years prior. The move ensured their stock remained accessible to retail investors with small amounts of capital, as well as employees who wanted to participate in share purchase plans.</p><p>In August of last year, electric vehicle powerhouse <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> executed a 3-for-1 split that increased the number of shares on issue threefold and shrank its stock price from $891.30 to $297.10. The stock split alone isn&#39;t a reason to buy Tesla because it hasn&#39;t changed the value of the underlying company, but the company&#39;s fundamentals certainly might be.</p><p>Ark Investment Management, led by technology investor Cathie Wood, believes Tesla stock could soar to $1,533.33 by 2026 on the back of growing demand for electric vehicles, plus the rise of fully autonomous robotaxis. The latter is a key area of focus for CEO Elon Musk, too.</p><p>Given Tesla stock trades around $190 as of this writing, that presents an opportunity for investors to earn a substantial return -- particularly retail investors, thanks to last year&#39;s stock split.</p><h2>Tesla and Ark bet big on robotaxis</h2><p>Tesla is, first and foremost, the world&#39;s largest electric vehicle manufacturer. It delivered 1.3 million cars worldwide in 2022, and it holds a 65% market share in the U.S. alone. While the competition is growing, Tesla might just be getting warmed up because Musk believes the company can produce 20 million vehicles per year by 2030.</p><p>But the EV specialist is also a leading developer of autonomous self-driving software, which is not only a financial opportunity in and of itself, but it paves the way for Tesla&#39;s ambitious plan to build a fleet of robotaxis (slated for release in 2024). On the company&#39;s recent fourth-quarter 2022 earnings call, Musk spoke generally about the potential for fully autonomous cars to create more value than anything in history.</p><p>That&#39;s supported by Ark Invest&#39;s lofty predictions for the autonomous ride-hailing industry. The firm believes that any Tesla vehicle on the road with full self-driving capabilities will have the potential to generate $20,000 in revenue per year by transporting people without human assistance. Overall, Ark Invest is betting autonomous ride-hailing will create $14 trillion in value as soon as 2027, with $4 trillion in annual revenue across the industry.</p><p>Remarkably, Ark Invest says using autonomous taxis could cost as little as $0.25 per mile, which means they have the potential to replace 60% of short-haul flights based on affordability. That&#39;s a big opportunity for Tesla, which has approximately 2.7 million cars on the road collecting data to feed its self-driving models right now -- 10 times more than its closest competitor.</p><h2>Ark Invest is extremely bullish on Tesla stock</h2><p>Ark Invest currently runs eight exchange-traded funds (ETFs) focused on making long-term bets on different segments of the technology sector. Three of those ETFs own a combined $975 million worth of Tesla stock, and it&#39;s the firm&#39;s single largest holding by value -- value that could soar if its bold forecast becomes reality.</p><p>Ark Invest put forward a 2026 price target of $1,533.33 for Tesla stock, which would represent a substantial 705% upside from where it trades today. It also means Tesla would be worth a whopping $5.3 trillion!</p><p>The forecast assumes the EV maker is generating $843 billion in revenue that year, the majority of which would be coming from electric vehicle sales, and 34% from its robotaxi business. But considering Wall Street analysts expect just $103 billion in revenue in 2023, it means the company will have to more than double its revenue in each of 2024, 2025, and 2026.</p><p>That&#39;s ambitious, if not unlikely. Tesla&#39;s own forecasts point to 50% annual growth in vehicle sales, suggesting revenue should increase at roughly the same rate. That&#39;s half the pace of Ark&#39;s estimate, which means its $1,533.33 price target may not be achievable by 2026.</p><p>But that&#39;s not to say it isn&#39;t achievable eventually. In fact, if Tesla does produce 20 million cars per year by 2030 (as Musk predicts), combined with revenue from self-driving software and robotaxis, then there&#39;s every chance Tesla stock can soar to $1,533.33 by the end of this decade.</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>1 Stock-Split Stock Set to Soar 705%, According to Cathie Wood's Ark Invest</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\">\n1 Stock-Split Stock Set to Soar 705%, According to Cathie Wood's Ark Invest\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/28/stock-split-stock-soar-cathie-woods-ark-invest/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock splits were all the rage in 2022 as some of America's largest companies sought to shrink their share prices after making substantial gains in the years prior. The move ensured their stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/28/stock-split-stock-soar-cathie-woods-ark-invest/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/03/28/stock-split-stock-soar-cathie-woods-ark-invest/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322264351","content_text":"Stock splits were all the rage in 2022 as some of America's largest companies sought to shrink their share prices after making substantial gains in the years prior. The move ensured their stock remained accessible to retail investors with small amounts of capital, as well as employees who wanted to participate in share purchase plans.In August of last year, electric vehicle powerhouse Tesla  executed a 3-for-1 split that increased the number of shares on issue threefold and shrank its stock price from $891.30 to $297.10. The stock split alone isn't a reason to buy Tesla because it hasn't changed the value of the underlying company, but the company's fundamentals certainly might be.Ark Investment Management, led by technology investor Cathie Wood, believes Tesla stock could soar to $1,533.33 by 2026 on the back of growing demand for electric vehicles, plus the rise of fully autonomous robotaxis. The latter is a key area of focus for CEO Elon Musk, too.Given Tesla stock trades around $190 as of this writing, that presents an opportunity for investors to earn a substantial return -- particularly retail investors, thanks to last year's stock split.Tesla and Ark bet big on robotaxisTesla is, first and foremost, the world's largest electric vehicle manufacturer. It delivered 1.3 million cars worldwide in 2022, and it holds a 65% market share in the U.S. alone. While the competition is growing, Tesla might just be getting warmed up because Musk believes the company can produce 20 million vehicles per year by 2030.But the EV specialist is also a leading developer of autonomous self-driving software, which is not only a financial opportunity in and of itself, but it paves the way for Tesla's ambitious plan to build a fleet of robotaxis (slated for release in 2024). On the company's recent fourth-quarter 2022 earnings call, Musk spoke generally about the potential for fully autonomous cars to create more value than anything in history.That's supported by Ark Invest's lofty predictions for the autonomous ride-hailing industry. The firm believes that any Tesla vehicle on the road with full self-driving capabilities will have the potential to generate $20,000 in revenue per year by transporting people without human assistance. Overall, Ark Invest is betting autonomous ride-hailing will create $14 trillion in value as soon as 2027, with $4 trillion in annual revenue across the industry.Remarkably, Ark Invest says using autonomous taxis could cost as little as $0.25 per mile, which means they have the potential to replace 60% of short-haul flights based on affordability. That's a big opportunity for Tesla, which has approximately 2.7 million cars on the road collecting data to feed its self-driving models right now -- 10 times more than its closest competitor.Ark Invest is extremely bullish on Tesla stockArk Invest currently runs eight exchange-traded funds (ETFs) focused on making long-term bets on different segments of the technology sector. Three of those ETFs own a combined $975 million worth of Tesla stock, and it's the firm's single largest holding by value -- value that could soar if its bold forecast becomes reality.Ark Invest put forward a 2026 price target of $1,533.33 for Tesla stock, which would represent a substantial 705% upside from where it trades today. It also means Tesla would be worth a whopping $5.3 trillion!The forecast assumes the EV maker is generating $843 billion in revenue that year, the majority of which would be coming from electric vehicle sales, and 34% from its robotaxi business. But considering Wall Street analysts expect just $103 billion in revenue in 2023, it means the company will have to more than double its revenue in each of 2024, 2025, and 2026.That's ambitious, if not unlikely. Tesla's own forecasts point to 50% annual growth in vehicle sales, suggesting revenue should increase at roughly the same rate. That's half the pace of Ark's estimate, which means its $1,533.33 price target may not be achievable by 2026.But that's not to say it isn't achievable eventually. In fact, if Tesla does produce 20 million cars per year by 2030 (as Musk predicts), combined with revenue from self-driving software and robotaxis, then there's every chance Tesla stock can soar to $1,533.33 by the end of this decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941327953,"gmtCreate":1679998148172,"gmtModify":1679998151713,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941327953","repostId":"1174882953","repostType":2,"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941326619,"gmtCreate":1679995967132,"gmtModify":1679995970532,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941326619","repostId":"1173142444","repostType":2,"repost":{"id":"1173142444","kind":"news","pubTimestamp":1679994145,"share":"https://ttm.financial/m/news/1173142444?lang=&edition=fundamental","pubTime":"2023-03-28 17:02","market":"us","language":"en","title":"Alibaba Splits Into Six Units That May Pursue Individual IPOs","url":"https://stock-news.laohu8.com/highlight/detail?id=1173142444","media":"Bloomberg","summary":"Alibaba Group Holding Ltd. plans to split its $220 billion business into six main units encompassing","content":"<html><head></head><body><p>Alibaba Group Holding Ltd. plans to split its $220 billion business into six main units encompassing e-commerce, media and the cloud, each of which will explore fundraising or initial public offerings when the time is right.</p><p>Group Chief Executive Officer Daniel Zhang will head up the cloud intelligence division, a nod to the growing role that AI will play in the e-commerce leader’s portfolio in the long run. Former international retail chief Jiang Fan will head up the digital business unit, while longtime executive Trudy Dai takes up the main Taobao Tmall online shopping division. Its other divisions include local services such as meal delivery, the Cainiao logistics group and digital media and entertainment.</p><p>“Each business group and company can pursue independent fundraising and IPOs when they are ready,” Zhang said in a statement.</p><p>Alibaba gains over 6% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/fd844e59d23e95c318fdd824c72792c0\" tg-width=\"824\" tg-height=\"629\" width=\"100%\" height=\"auto\"/></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>Alibaba Splits Into Six Units That May Pursue Individual IPOs</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\">\nAlibaba Splits Into Six Units That May Pursue Individual IPOs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 17:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-28/alibaba-splits-into-six-units-that-may-pursue-individual-ipos><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group Holding Ltd. plans to split its $220 billion business into six main units encompassing e-commerce, media and the cloud, each of which will explore fundraising or initial public offerings...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-28/alibaba-splits-into-six-units-that-may-pursue-individual-ipos\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-28/alibaba-splits-into-six-units-that-may-pursue-individual-ipos","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173142444","content_text":"Alibaba Group Holding Ltd. plans to split its $220 billion business into six main units encompassing e-commerce, media and the cloud, each of which will explore fundraising or initial public offerings when the time is right.Group Chief Executive Officer Daniel Zhang will head up the cloud intelligence division, a nod to the growing role that AI will play in the e-commerce leader’s portfolio in the long run. Former international retail chief Jiang Fan will head up the digital business unit, while longtime executive Trudy Dai takes up the main Taobao Tmall online shopping division. Its other divisions include local services such as meal delivery, the Cainiao logistics group and digital media and entertainment.“Each business group and company can pursue independent fundraising and IPOs when they are ready,” Zhang said in a statement.Alibaba gains over 6% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941326127,"gmtCreate":1679995910157,"gmtModify":1679995914734,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941326127","repostId":"2322578232","repostType":2,"repost":{"id":"2322578232","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":1679995192,"share":"https://ttm.financial/m/news/2322578232?lang=&edition=fundamental","pubTime":"2023-03-28 17:19","market":"us","language":"en","title":"Alibaba, First Republic, Lyft, Occidental, Coinbase, Virgin Orbit and More: U.S. Stocks to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2322578232","media":"Dow Jones","summary":"Stock futures rose Tuesday and the S&P 500 closed higher for the third consecutive session on Monday","content":"<html><head></head><body><p>Stock futures rose Tuesday and the S&amp;P 500 closed higher for the third consecutive session on Monday on easing concerns over the global banking sector.</p><p>These stocks were poised to make moves Tuesday:</p><p><b>Alibaba (BABA) </b>shares gains about 6% in premarket trading. Alibaba Group Holding Ltd. plans to split its $220 billion empire into six main units that will individually raise funds and explore initial public offerings, the biggest overhaul of China’s e-commerce leader since its inception more than two decades ago.</p><p>U.S. regional banks (First Republic Bank, PacWest Bancorp, Western Alliance Bancorp, Silvergate Capital Corp) : U.S. regional banks climbed in premarket trading Tuesday again.<b> Silvergate Capital (SI)</b> rose 8.1%; <b>First Republic Bank (FRC) </b>rose 3%; <b>PacWest Bancorp (PACW)</b> and <b>Western Alliance Bancorp (WAL)</b> rose 1%.</p><p><b>Lyft (LYFT) </b>shares rose 3.9% in premarket trading after the ride-sharing company named board member David Risher as chief executive. Lyft said Monday that co-founder Logan Green, who had been serving as CEO, and co-founder John Zimmer, the current president, would be moving into non-executive roles on the board. Risher will begin in his new role on April 17. Lyft shares have decline 12.9% in 2023.</p><p>Warren Buffett&#39;s Berkshire Hathaway Inc boosted its ownership stake in <b>Occidental Petroleum Corp (OXY)</b> to about 23.6% after buying nearly 3.7 million additional shares. Occidental shares gained 2% in premarket trading.</p><p><b>PVH (PVH)</b>, the owner of the Calvin Klein and Tommy Hilfiger brands, topped fourth-quarter adjusted earnings and sales estimates. PVH stock rose 12.2% in premarket trading.</p><p>Shares of crypto exchange <b>Coinbase Global (COIN)</b> fell 1.7% in premarket trading. The stock tumbled 7.8% in the previous session after the Commodity Futures Trading Commission  sued crypto exchange operator Binance and its co-founder and Chief Executive Changpeng Zhao.</p><p><b>Virgin Orbit (VORB)</b> dropped 13.2% to about 44 cents after Dan Hart, CEO of the space launch startup, told employees via email the company would be extending unpaid furlough for majority of its workforce as talks for more funding continue, Reuters reported. Virgin Orbit initiated a &#34; company-wide operating pause&#34; on March 16 to preserve cash while looking for funding sources and strategic partners.</p><p><b>First Citizens Bancshares (FCNCA)</b> fell 0.8% in premarket trading after soaring nearly 54% on Monday after the bank agreed to acquire large parts of Silicon Valley Bank&#39;s business two weeks after its collapse triggered panic throughout the financial sector.</p><p>Earnings are expected before Wall Street opens on Tuesday from <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> (WBA)</b>, while <b>Micron Technology (MU)</b> and <b>Lululemon Athletica (LULU)</b> will report after stock markets close.</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>Alibaba, First Republic, Lyft, Occidental, Coinbase, Virgin Orbit and More: U.S. Stocks to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba, First Republic, Lyft, Occidental, Coinbase, Virgin Orbit and More: U.S. Stocks to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-28 17:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock futures rose Tuesday and the S&amp;P 500 closed higher for the third consecutive session on Monday on easing concerns over the global banking sector.</p><p>These stocks were poised to make moves Tuesday:</p><p><b>Alibaba (BABA) </b>shares gains about 6% in premarket trading. Alibaba Group Holding Ltd. plans to split its $220 billion empire into six main units that will individually raise funds and explore initial public offerings, the biggest overhaul of China’s e-commerce leader since its inception more than two decades ago.</p><p>U.S. regional banks (First Republic Bank, PacWest Bancorp, Western Alliance Bancorp, Silvergate Capital Corp) : U.S. regional banks climbed in premarket trading Tuesday again.<b> Silvergate Capital (SI)</b> rose 8.1%; <b>First Republic Bank (FRC) </b>rose 3%; <b>PacWest Bancorp (PACW)</b> and <b>Western Alliance Bancorp (WAL)</b> rose 1%.</p><p><b>Lyft (LYFT) </b>shares rose 3.9% in premarket trading after the ride-sharing company named board member David Risher as chief executive. Lyft said Monday that co-founder Logan Green, who had been serving as CEO, and co-founder John Zimmer, the current president, would be moving into non-executive roles on the board. Risher will begin in his new role on April 17. Lyft shares have decline 12.9% in 2023.</p><p>Warren Buffett&#39;s Berkshire Hathaway Inc boosted its ownership stake in <b>Occidental Petroleum Corp (OXY)</b> to about 23.6% after buying nearly 3.7 million additional shares. Occidental shares gained 2% in premarket trading.</p><p><b>PVH (PVH)</b>, the owner of the Calvin Klein and Tommy Hilfiger brands, topped fourth-quarter adjusted earnings and sales estimates. PVH stock rose 12.2% in premarket trading.</p><p>Shares of crypto exchange <b>Coinbase Global (COIN)</b> fell 1.7% in premarket trading. The stock tumbled 7.8% in the previous session after the Commodity Futures Trading Commission  sued crypto exchange operator Binance and its co-founder and Chief Executive Changpeng Zhao.</p><p><b>Virgin Orbit (VORB)</b> dropped 13.2% to about 44 cents after Dan Hart, CEO of the space launch startup, told employees via email the company would be extending unpaid furlough for majority of its workforce as talks for more funding continue, Reuters reported. Virgin Orbit initiated a &#34; company-wide operating pause&#34; on March 16 to preserve cash while looking for funding sources and strategic partners.</p><p><b>First Citizens Bancshares (FCNCA)</b> fell 0.8% in premarket trading after soaring nearly 54% on Monday after the bank agreed to acquire large parts of Silicon Valley Bank&#39;s business two weeks after its collapse triggered panic throughout the financial sector.</p><p>Earnings are expected before Wall Street opens on Tuesday from <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> (WBA)</b>, while <b>Micron Technology (MU)</b> and <b>Lululemon Athletica (LULU)</b> will report after stock markets close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","BABA":"阿里巴巴","PVH":"PVH Corp","WBA":"沃尔格林联合博姿","BK4554":"元宇宙及AR概念","OXY":"西方石油","BK4532":"文艺复兴科技持仓","BK4187":"航天航空与国防","PACW":"西太平洋合众银行","BK4553":"喜马拉雅资本持仓","BK4585":"ETF&股票定投概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4128":"药品零售","LYFT":"Lyft, Inc.",".DJI":"道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4211":"区域性银行","BK4566":"资本集团",".IXIC":"NASDAQ Composite","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LULU":"lululemon athletica",".SPX":"S&P 500 Index","BK4535":"淡马锡持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4527":"明星科技股","BK4588":"碎股","COIN":"Coinbase Global, Inc.","FCNCA":"第一公民银行股份","BK4579":"人工智能","BK4141":"半导体产品","BK4551":"寇图资本持仓","BK4022":"陆运","BK4512":"苹果概念","BK4504":"桥水持仓","VORB":"维珍轨道","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","BK4202":"服装、服饰与奢侈品","MU":"美光科技","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","WAL":"阿莱恩斯西部银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322578232","content_text":"Stock futures rose Tuesday and the S&P 500 closed higher for the third consecutive session on Monday on easing concerns over the global banking sector.These stocks were poised to make moves Tuesday:Alibaba (BABA) shares gains about 6% in premarket trading. Alibaba Group Holding Ltd. plans to split its $220 billion empire into six main units that will individually raise funds and explore initial public offerings, the biggest overhaul of China’s e-commerce leader since its inception more than two decades ago.U.S. regional banks (First Republic Bank, PacWest Bancorp, Western Alliance Bancorp, Silvergate Capital Corp) : U.S. regional banks climbed in premarket trading Tuesday again. Silvergate Capital (SI) rose 8.1%; First Republic Bank (FRC) rose 3%; PacWest Bancorp (PACW) and Western Alliance Bancorp (WAL) rose 1%.Lyft (LYFT) shares rose 3.9% in premarket trading after the ride-sharing company named board member David Risher as chief executive. Lyft said Monday that co-founder Logan Green, who had been serving as CEO, and co-founder John Zimmer, the current president, would be moving into non-executive roles on the board. Risher will begin in his new role on April 17. Lyft shares have decline 12.9% in 2023.Warren Buffett's Berkshire Hathaway Inc boosted its ownership stake in Occidental Petroleum Corp (OXY) to about 23.6% after buying nearly 3.7 million additional shares. Occidental shares gained 2% in premarket trading.PVH (PVH), the owner of the Calvin Klein and Tommy Hilfiger brands, topped fourth-quarter adjusted earnings and sales estimates. PVH stock rose 12.2% in premarket trading.Shares of crypto exchange Coinbase Global (COIN) fell 1.7% in premarket trading. The stock tumbled 7.8% in the previous session after the Commodity Futures Trading Commission  sued crypto exchange operator Binance and its co-founder and Chief Executive Changpeng Zhao.Virgin Orbit (VORB) dropped 13.2% to about 44 cents after Dan Hart, CEO of the space launch startup, told employees via email the company would be extending unpaid furlough for majority of its workforce as talks for more funding continue, Reuters reported. Virgin Orbit initiated a \" company-wide operating pause\" on March 16 to preserve cash while looking for funding sources and strategic partners.First Citizens Bancshares (FCNCA) fell 0.8% in premarket trading after soaring nearly 54% on Monday after the bank agreed to acquire large parts of Silicon Valley Bank's business two weeks after its collapse triggered panic throughout the financial sector.Earnings are expected before Wall Street opens on Tuesday from Walgreens Boots Alliance (WBA), while Micron Technology (MU) and Lululemon Athletica (LULU) will report after stock markets close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949191347,"gmtCreate":1678412333490,"gmtModify":1678412335431,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Contagion?","listText":"Contagion?","text":"Contagion?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949191347","repostId":"2318486822","repostType":4,"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949193598,"gmtCreate":1678412028415,"gmtModify":1678412031897,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Contagion?","listText":"Contagion?","text":"Contagion?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949193598","repostId":"2318144672","repostType":2,"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957833870,"gmtCreate":1677144751791,"gmtModify":1677144755551,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957833870","repostId":"9957897592","repostType":1,"repost":{"id":9957897592,"gmtCreate":1677143341017,"gmtModify":1677143412718,"author":{"id":"3583230105554843","authorId":"3583230105554843","name":"Keeley","avatar":"https://community-static.tradeup.com/news/c720283f6ce0951b275b726005d199ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583230105554843","idStr":"3583230105554843"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>#AMZN Price penetrate the bullish POI at 98.09 deeper. On the lower timeframe, it doesn't seem that price has the strength to push higher from here. I'm expecting price to continue lower, following the bearish order flow. Headline news: Marvell Technology Picks Amazon Web Services As Cloud Provider for Electronic Design Automation https://www.tradingview.com/chart/AMZN/qtiEhGpM-AMZN-Analysis/","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>#AMZN Price penetrate the bullish POI at 98.09 deeper. On the lower timeframe, it doesn't seem that price has the strength to push higher from here. I'm expecting price to continue lower, following the bearish order flow. Headline news: Marvell Technology Picks Amazon Web Services As Cloud Provider for Electronic Design Automation https://www.tradingview.com/chart/AMZN/qtiEhGpM-AMZN-Analysis/","text":"$Amazon.com(AMZN)$ #AMZN Price penetrate the bullish POI at 98.09 deeper. On the lower timeframe, it doesn't seem that price has the strength to push higher from here. I'm expecting price to continue lower, following the bearish order flow. Headline news: Marvell Technology Picks Amazon Web Services As Cloud Provider for Electronic Design Automation https://www.tradingview.com/chart/AMZN/qtiEhGpM-AMZN-Analysis/","images":[{"img":"https://community-static.tradeup.com/news/21e2f7dc1cca831954243b83c519a2b7","width":"720","height":"1436"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957897592","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955730768,"gmtCreate":1675746140854,"gmtModify":1675746145137,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955730768","repostId":"1193345753","repostType":4,"repost":{"id":"1193345753","kind":"news","pubTimestamp":1675751212,"share":"https://ttm.financial/m/news/1193345753?lang=&edition=fundamental","pubTime":"2023-02-07 14:26","market":"us","language":"en","title":"SPY And The Powell Speech: This Doesn't Make Any Sense","url":"https://stock-news.laohu8.com/highlight/detail?id=1193345753","media":"Seeking Alpha","summary":"SummaryJerome Powell delivered a standard speech after the FOMC meeting that we already saw last tim","content":"<html><head></head><body><h2>Summary</h2><ul><li>Jerome Powell delivered a standard speech after the FOMC meeting that we already saw last time and the time before that.</li><li>2% inflation without a substantial economic downturn is not a &#39;base case&#39; in my view.</li><li>In my opinion, the bond market doesn&#39;t believe in Powell&#39;s optimism.</li><li>The outlook for SPY stays unchanged.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7749e1146b2f960ed44f5f3e154989a9\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Kevin Dietsch/Getty Images News</span></p><h2>Introduction</h2><p>Following an expected 0.25% rate hike, Jerome Powell gave a standard speech that didn&#39;t seem to shock market participants. The Fed&#39;s chairman basically repeated his thesis from the previous press conference with slight adjustments to the currentsituation. So almost no pivot mood whatsoever.</p><p>Powell wanted to be a hawk, but frankly, it doesn&#39;t actually seem to matter anymore. It doesn&#39;t look like the market believes in longer-term high rates from the Fed.</p><p>Key takeaways:</p><ul><blockquote><ul><li><p>If the economy performs broadly in line with those expectations, it will not be appropriate to cut rates this year</p></li><li><p>It would be very premature to declare victory or to think that we&#39;ve really got this</p></li><li><p>We can now say, for the first time that the disinflationary process has started</p></li><li><p>It&#39;s important that the markets do reflect the tighteningthat we&#39;re putting in place</p></li><li><p>It would be very premature to declare victory</p></li></ul></blockquote></ul><h2>2% nonsense</h2><p>Powell also stated: &#34;My base case is that the economy can return to 2 percent inflation<i>without a really significant downturn</i>or a really big increase in unemployment.&#34; I just wonder how that would work out. In my opinion, the Fed has only two options: shatter the economy with even more restrictive policies, or watch the economy slow down with current policies. Both options lead to a recession. The only difference is how much consumer demand will fall and how much the rate will have to be cut in the future. The Fed will simply not go for softening right now without signals that it is not only preferred but necessary in my view. They started this cycle of hawkishness partly because of the arguable drop in confidence in the Fed a year earlier. And now, if they abandon this rhetoric, it may well destroy the credibility of the Fed.</p><p>No one will argue with the fact that a recession will help destroy inflation, which is replaced by deflation. But Powell wants the economy to expand and inflation to fall. Moreover, he &#34;is seeing progress in bringing down inflation without weakening of labor conditions.&#34; The problem is that inflation is still growing at a pretty rapid pace. Why? Because of the labor market strength, which seems to be the only reason for economic acceleration right now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae12b14a89789bf7f18237199ceaea2a\" tg-width=\"633\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/><span>PCE Index (MoM) (Investing)</span></p><p>And why is the labor market so strong if the Fed keeps hitting the economy with a sledgehammer? Because historically it needed time to cool down after the monetary tightening. And as soon as high interest rates begin to affect the labor market, it will likely crumble because we have the weakest consumer in 2 decades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49b5c34f459f474628ef9d679d066336\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/><span>Tradingeconomics</span></p><p>Another elephant in the room: the economy is already showing worrisome signs. Purchasing Managers&#39; Index (both Manufacturing and Services) shows the contraction of business activity in the US.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adca58d07e72e16c3f71967b1c9470fc\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>At the same time, existing home sales are down 32% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d9e455813afee1729d413986c626d43\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>So, to be clear: we are not in a recession yet because the labor market is strong and the wages keep growing, which keeps the demand high. However, as the economy feels more pressure from high interest rates, there will be less and less jobs being added. This will make a very, very weak consumer stop spending and start saving, which will trigger a massive fall in demand.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7cdc1a01d944265fe46e0c7c7ab22fb\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/><span>Fed Funds Effective Rate (blue line) Vs Unemployment rate (red line) (FRED)</span></p><p>Thus, it is unclear to me how a 2% inflation without a substantial economic downturn is a &#39;base case&#39;.</p><h2>The debt market agrees</h2><p>Don&#39;t believe me, let the market speak for itself. We are now facing the deepest inversion in 43 years. That reflects the depth of the recession that traders expect and the certainty that it will happen.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/540f3cb6c9857eb7178fd587752d5059\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>There is still a huge demand for bonds at the far end of the curve (10+ years) as investors rush to lock in good returns as they probably expect they won&#39;t be able to get them anywhere else due to the recession. Thus, the outflow from short-term bonds to long-term bonds continues. Would such behavior be appropriate if a recession were not the baseline scenario over the year&#39;s horizon? Of course not. The one not talking about it right now is the Fed though. So who is right: Powell, who marked inflation as &#39;transitory&#39; in 2021, or thousands of institutional investors that were right almost every single time for the last 50 years?</p><h2>Market reaction</h2><p>As usual, Powell&#39;s performance gave the markets an impulse, most likely due to the covering of short positions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2520e2d1cb15c520c0a6eb9b244aee1\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The most interesting thing is that the expectations of market participants have shifted towards easing monetary policy by the end of the year, although the chairman of the Fed did not give any signals for this, except for the statement about the &#34;early stages of disinflation&#34;. I recommend not using the FedWatch Tool meeting probabilities data to predict year-end rates though, as these expectations are based on Fed Funds futures, which are highly volatile and do not provide a complete picture of what is happening.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1062e9dd3dd389eb88f0f7a2f719ad88\" tg-width=\"445\" tg-height=\"215\" referrerpolicy=\"no-referrer\"/><span>FedWatch tool</span></p><h2>3 reasons to sell SPY right now</h2><p>Moving on to the outlook forNYSEARCA:SPY, it actually hasn&#39;t changed much after the FOMC meeting. I believe that $410-$420 is a great time to take profits for the following reasons:</p><ul><li>66% (332) of stocks in SPY ETF are trading above the 200-day average, which normally could be treated as a bullish sign if we had a positive sentiment. Selling at the local highs of this indicator would&#39;ve be a good decision during 2022.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd888842a3d506becc455a91013ce66a\" tg-width=\"640\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/><span>Percent Of Stocks Above 200-Day Average (Barchart)</span></p><ul><li>Liquidity will likely be withdrawn from the markets at a record pace. So far, the US Treasury is throwing firewood into the system, but the closer we are to accepting the national debt ceiling, the closer Treasury is to borrowing money again. Thus, we will have the Fed, which will sell bonds for $95 billion a month, and the US Treasury, which will issue (sell) bonds for $200-300 billion a month. In total, 300-400 billion per month will be extracted from the system. If liquidity is withdrawn, it will be almost impossible to grow.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1efb2005bb0f8d6773f949a3066551e\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><ul><li>This reporting season is unlikely to please investors. We have already seen the earnings misses from Apple (AAPL), Alphabet (GOOG)(GOOGL), and Amazon (AMZN). Typically, these giants set the mood for the entire IT sector, which makes up 23.9% of all SPY assets.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fa3524b01ed44368da81222f2374c8f\" tg-width=\"401\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/><span>CNBC</span></p><h2>Conclusion</h2><p>Powell, as always, said the same thing he said before. Most of this has already been repeated throughout the year, 90% of the entire speech can be cut and nothing would change. The Fed appears to understand perfectly well what is happening, but it is not worth waiting for any signals from it yet in my view. 2% inflation without a &#39;substantial downturn&#39; is a perfect example of how the Fed is still trying to make some kind of verbal intervention, but the attempts seem to be in vain, it just looks implausible.</p><p>Thus, the outlook for SPY stays absolutely unchanged in my view, and I recommend selling the rally.</p><p><i>This article is written by Vera Glebova for reference only. Please note the risks.</i></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>SPY And The Powell Speech: This Doesn't Make Any Sense</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\">\nSPY And The Powell Speech: This Doesn't Make Any Sense\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-07 14:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4575183-spy-and-the-powell-speech-this-doesnt-make-any-sense><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryJerome Powell delivered a standard speech after the FOMC meeting that we already saw last time and the time before that.2% inflation without a substantial economic downturn is not a 'base case'...</p>\n\n<a href=\"https://seekingalpha.com/article/4575183-spy-and-the-powell-speech-this-doesnt-make-any-sense\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4575183-spy-and-the-powell-speech-this-doesnt-make-any-sense","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193345753","content_text":"SummaryJerome Powell delivered a standard speech after the FOMC meeting that we already saw last time and the time before that.2% inflation without a substantial economic downturn is not a 'base case' in my view.In my opinion, the bond market doesn't believe in Powell's optimism.The outlook for SPY stays unchanged.Kevin Dietsch/Getty Images NewsIntroductionFollowing an expected 0.25% rate hike, Jerome Powell gave a standard speech that didn't seem to shock market participants. The Fed's chairman basically repeated his thesis from the previous press conference with slight adjustments to the currentsituation. So almost no pivot mood whatsoever.Powell wanted to be a hawk, but frankly, it doesn't actually seem to matter anymore. It doesn't look like the market believes in longer-term high rates from the Fed.Key takeaways:If the economy performs broadly in line with those expectations, it will not be appropriate to cut rates this yearIt would be very premature to declare victory or to think that we've really got thisWe can now say, for the first time that the disinflationary process has startedIt's important that the markets do reflect the tighteningthat we're putting in placeIt would be very premature to declare victory2% nonsensePowell also stated: \"My base case is that the economy can return to 2 percent inflationwithout a really significant downturnor a really big increase in unemployment.\" I just wonder how that would work out. In my opinion, the Fed has only two options: shatter the economy with even more restrictive policies, or watch the economy slow down with current policies. Both options lead to a recession. The only difference is how much consumer demand will fall and how much the rate will have to be cut in the future. The Fed will simply not go for softening right now without signals that it is not only preferred but necessary in my view. They started this cycle of hawkishness partly because of the arguable drop in confidence in the Fed a year earlier. And now, if they abandon this rhetoric, it may well destroy the credibility of the Fed.No one will argue with the fact that a recession will help destroy inflation, which is replaced by deflation. But Powell wants the economy to expand and inflation to fall. Moreover, he \"is seeing progress in bringing down inflation without weakening of labor conditions.\" The problem is that inflation is still growing at a pretty rapid pace. Why? Because of the labor market strength, which seems to be the only reason for economic acceleration right now.PCE Index (MoM) (Investing)And why is the labor market so strong if the Fed keeps hitting the economy with a sledgehammer? Because historically it needed time to cool down after the monetary tightening. And as soon as high interest rates begin to affect the labor market, it will likely crumble because we have the weakest consumer in 2 decades.TradingeconomicsAnother elephant in the room: the economy is already showing worrisome signs. Purchasing Managers' Index (both Manufacturing and Services) shows the contraction of business activity in the US.Data by YChartsAt the same time, existing home sales are down 32% YoY.Data by YChartsSo, to be clear: we are not in a recession yet because the labor market is strong and the wages keep growing, which keeps the demand high. However, as the economy feels more pressure from high interest rates, there will be less and less jobs being added. This will make a very, very weak consumer stop spending and start saving, which will trigger a massive fall in demand.Fed Funds Effective Rate (blue line) Vs Unemployment rate (red line) (FRED)Thus, it is unclear to me how a 2% inflation without a substantial economic downturn is a 'base case'.The debt market agreesDon't believe me, let the market speak for itself. We are now facing the deepest inversion in 43 years. That reflects the depth of the recession that traders expect and the certainty that it will happen.Data by YChartsThere is still a huge demand for bonds at the far end of the curve (10+ years) as investors rush to lock in good returns as they probably expect they won't be able to get them anywhere else due to the recession. Thus, the outflow from short-term bonds to long-term bonds continues. Would such behavior be appropriate if a recession were not the baseline scenario over the year's horizon? Of course not. The one not talking about it right now is the Fed though. So who is right: Powell, who marked inflation as 'transitory' in 2021, or thousands of institutional investors that were right almost every single time for the last 50 years?Market reactionAs usual, Powell's performance gave the markets an impulse, most likely due to the covering of short positions.Data by YChartsThe most interesting thing is that the expectations of market participants have shifted towards easing monetary policy by the end of the year, although the chairman of the Fed did not give any signals for this, except for the statement about the \"early stages of disinflation\". I recommend not using the FedWatch Tool meeting probabilities data to predict year-end rates though, as these expectations are based on Fed Funds futures, which are highly volatile and do not provide a complete picture of what is happening.FedWatch tool3 reasons to sell SPY right nowMoving on to the outlook forNYSEARCA:SPY, it actually hasn't changed much after the FOMC meeting. I believe that $410-$420 is a great time to take profits for the following reasons:66% (332) of stocks in SPY ETF are trading above the 200-day average, which normally could be treated as a bullish sign if we had a positive sentiment. Selling at the local highs of this indicator would've be a good decision during 2022.Percent Of Stocks Above 200-Day Average (Barchart)Liquidity will likely be withdrawn from the markets at a record pace. So far, the US Treasury is throwing firewood into the system, but the closer we are to accepting the national debt ceiling, the closer Treasury is to borrowing money again. Thus, we will have the Fed, which will sell bonds for $95 billion a month, and the US Treasury, which will issue (sell) bonds for $200-300 billion a month. In total, 300-400 billion per month will be extracted from the system. If liquidity is withdrawn, it will be almost impossible to grow.FREDThis reporting season is unlikely to please investors. We have already seen the earnings misses from Apple (AAPL), Alphabet (GOOG)(GOOGL), and Amazon (AMZN). Typically, these giants set the mood for the entire IT sector, which makes up 23.9% of all SPY assets.CNBCConclusionPowell, as always, said the same thing he said before. Most of this has already been repeated throughout the year, 90% of the entire speech can be cut and nothing would change. The Fed appears to understand perfectly well what is happening, but it is not worth waiting for any signals from it yet in my view. 2% inflation without a 'substantial downturn' is a perfect example of how the Fed is still trying to make some kind of verbal intervention, but the attempts seem to be in vain, it just looks implausible.Thus, the outlook for SPY stays absolutely unchanged in my view, and I recommend selling the rally.This article is written by Vera Glebova for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956222270,"gmtCreate":1674023167790,"gmtModify":1676538917286,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Last few days to play","listText":"Last few days to play","text":"Last few days to play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956222270","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956375807,"gmtCreate":1673919695509,"gmtModify":1676538902993,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"I'm giving up on you&nbsp;","listText":"I'm giving up on you&nbsp;","text":"I'm giving up on you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956375807","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956069157,"gmtCreate":1673849781880,"gmtModify":1676538894265,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"My comment is not registering today&nbsp;","listText":"My comment is not registering today&nbsp;","text":"My comment is not registering today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956069157","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956060693,"gmtCreate":1673849607012,"gmtModify":1676538894215,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Quickly redeem when u have a chance&nbsp;","listText":"Quickly redeem when u have a chance&nbsp;","text":"Quickly redeem when u have a chance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956060693","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958548422,"gmtCreate":1673788327466,"gmtModify":1676538885413,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"On to the final Please","listText":"On to the final Please","text":"On to the final Please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958548422","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958152753,"gmtCreate":1673664709472,"gmtModify":1676538872736,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Keep the banner on the homepage","listText":"Keep the banner on the homepage","text":"Keep the banner on the homepage","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958152753","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958962908,"gmtCreate":1673615392304,"gmtModify":1676538865121,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"thabjs for the games&nbsp;","listText":"thabjs for the games&nbsp;","text":"thabjs for the games","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958962908","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951505427,"gmtCreate":1673508309770,"gmtModify":1676538848169,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Doing so daily. Vietnam for the win&nbsp;","listText":"Doing so daily. Vietnam for the win&nbsp;","text":"Doing so daily. Vietnam for the win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951505427","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951958447,"gmtCreate":1673390400190,"gmtModify":1676538828134,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4109164429314460","idStr":"4109164429314460"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951958447","isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9922782552,"gmtCreate":1671845417676,"gmtModify":1676538602536,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"The days of new highs are over.&nbsp; We probably won't see them for at least 5-10 years. Forget about parking your money and expecting&nbsp;returns like the last few years. Unfortunately, recession is inevitable and it's all downhill from here. Take your profits while you can, there may&nbsp;be a January effect. Pick up some bargains in 2023.&nbsp;","listText":"The days of new highs are over.&nbsp; We probably won't see them for at least 5-10 years. Forget about parking your money and expecting&nbsp;returns like the last few years. Unfortunately, recession is inevitable and it's all downhill from here. Take your profits while you can, there may&nbsp;be a January effect. Pick up some bargains in 2023.&nbsp;","text":"The days of new highs are over. We probably won't see them for at least 5-10 years. Forget about parking your money and expecting returns like the last few years. Unfortunately, recession is inevitable and it's all downhill from here. Take your profits while you can, there may be a January effect. Pick up some bargains in 2023.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":27,"commentSize":26,"repostSize":1,"link":"https://ttm.financial/post/9922782552","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":5,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"The reversal always happen when everyone agrees with your view.","text":"The reversal always happen when everyone agrees with your view.","html":"The reversal always happen when everyone agrees with your view."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941640415,"gmtCreate":1680227860038,"gmtModify":1680227863676,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"Crazy","listText":"Crazy","text":"Crazy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941640415","repostId":"2323455677","repostType":2,"repost":{"id":"2323455677","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":1680218739,"share":"https://ttm.financial/m/news/2323455677?lang=&edition=fundamental","pubTime":"2023-03-31 07:25","market":"us","language":"en","title":"Michael Burry of \"Big Short\" Fame Says He Was \"Wrong\" to Tell Investors to \"Sell\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2323455677","media":"Dow Jones","summary":"Michael Burry, the hedge-fund manager at Scion Asset Management made famous by Michael Lewis's book ","content":"<html><head></head><body><p>Michael Burry, the hedge-fund manager at Scion Asset Management made famous by Michael Lewis&#39;s book &#34;the Big Short,&#34; said in a Thursday tweet that he was &#34;wrong&#34; to tell investors to sell stocks two months ago.</p><p>Burry issued a one-word tweet on Jan. 31 advising his followers to &#34;sell.&#34; While he didn&#39;t elaborate, MarketWatch&#39;s Steve Goldstein noted at the time that it wasn&#39;t hard to fill in the blanks.</p><p>The hedge-fund manager, who correctly anticipated the collapse of the U.S. housing market that triggered the 2008 financial crisis, was advising his followers to sell stocks after a stellar January run-up that saw the Nasdaq Composite rise 10.7%, according to FactSet -- its best start to a year in nearly two decades.</p><p>On Feb. 2, a few days after Burry&#39;s &#34;sell&#34; tweet, the S&amp;P 500 index closed at 4,179.76 after the Fed delivered a 25 basis point interest rate hike. That proved to be the large-cap index&#39;s highest close of 2023, as several weeks of declines followed. The index has fallen roughly 3% since that day, according to FactSet data.</p><p>But the trend changed once again in March, as U.S. stocks proved surprisingly resilient, shrugging off a transatlantic crisis of confidence in the banking sector, renewed fears of an economic downturn, and expectations that S&amp;P 500 companies suffered their biggest quarterly earnings decline since the second quarter of 2020.</p><p>The resilience of U.S. stocks appeared even more remarkable when compared with massive daily swings in Treasury yields that briefly caused implied volatility in the bond market to explode to its highest level since 2008</p><p>Wall Street analysts expect corporate earnings for S&amp;P 500 firms to have declined 6.1% during the first quarter, which ends on Friday. If this comes to pass, it would be the biggest quarterly decline since the second quarter of 2020, according to FactSet&#39;s John Butters.</p><p>Burry sent a second tweet on Thursday sardonically calling out contemporary traders for continuing to &#34;buy the dip&#34; in U.S. stocks, following a Bloomberg News report that 2023 is shaping up to be a banner year for the strategy, which gained prominence during the bull run that followed the 2008 financial crisis.</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>Michael Burry of \"Big Short\" Fame Says He Was \"Wrong\" to Tell Investors to \"Sell\"</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\">\nMichael Burry of \"Big Short\" Fame Says He Was \"Wrong\" to Tell Investors to \"Sell\"\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\">2023-03-31 07:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Michael Burry, the hedge-fund manager at Scion Asset Management made famous by Michael Lewis&#39;s book &#34;the Big Short,&#34; said in a Thursday tweet that he was &#34;wrong&#34; to tell investors to sell stocks two months ago.</p><p>Burry issued a one-word tweet on Jan. 31 advising his followers to &#34;sell.&#34; While he didn&#39;t elaborate, MarketWatch&#39;s Steve Goldstein noted at the time that it wasn&#39;t hard to fill in the blanks.</p><p>The hedge-fund manager, who correctly anticipated the collapse of the U.S. housing market that triggered the 2008 financial crisis, was advising his followers to sell stocks after a stellar January run-up that saw the Nasdaq Composite rise 10.7%, according to FactSet -- its best start to a year in nearly two decades.</p><p>On Feb. 2, a few days after Burry&#39;s &#34;sell&#34; tweet, the S&amp;P 500 index closed at 4,179.76 after the Fed delivered a 25 basis point interest rate hike. That proved to be the large-cap index&#39;s highest close of 2023, as several weeks of declines followed. The index has fallen roughly 3% since that day, according to FactSet data.</p><p>But the trend changed once again in March, as U.S. stocks proved surprisingly resilient, shrugging off a transatlantic crisis of confidence in the banking sector, renewed fears of an economic downturn, and expectations that S&amp;P 500 companies suffered their biggest quarterly earnings decline since the second quarter of 2020.</p><p>The resilience of U.S. stocks appeared even more remarkable when compared with massive daily swings in Treasury yields that briefly caused implied volatility in the bond market to explode to its highest level since 2008</p><p>Wall Street analysts expect corporate earnings for S&amp;P 500 firms to have declined 6.1% during the first quarter, which ends on Friday. If this comes to pass, it would be the biggest quarterly decline since the second quarter of 2020, according to FactSet&#39;s John Butters.</p><p>Burry sent a second tweet on Thursday sardonically calling out contemporary traders for continuing to &#34;buy the dip&#34; in U.S. stocks, following a Bloomberg News report that 2023 is shaping up to be a banner year for the strategy, which gained prominence during the bull run that followed the 2008 financial crisis.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4581":"高盛持仓","BK4504":"桥水持仓","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓","BK4588":"碎股","BK4550":"红杉资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323455677","content_text":"Michael Burry, the hedge-fund manager at Scion Asset Management made famous by Michael Lewis's book \"the Big Short,\" said in a Thursday tweet that he was \"wrong\" to tell investors to sell stocks two months ago.Burry issued a one-word tweet on Jan. 31 advising his followers to \"sell.\" While he didn't elaborate, MarketWatch's Steve Goldstein noted at the time that it wasn't hard to fill in the blanks.The hedge-fund manager, who correctly anticipated the collapse of the U.S. housing market that triggered the 2008 financial crisis, was advising his followers to sell stocks after a stellar January run-up that saw the Nasdaq Composite rise 10.7%, according to FactSet -- its best start to a year in nearly two decades.On Feb. 2, a few days after Burry's \"sell\" tweet, the S&P 500 index closed at 4,179.76 after the Fed delivered a 25 basis point interest rate hike. That proved to be the large-cap index's highest close of 2023, as several weeks of declines followed. The index has fallen roughly 3% since that day, according to FactSet data.But the trend changed once again in March, as U.S. stocks proved surprisingly resilient, shrugging off a transatlantic crisis of confidence in the banking sector, renewed fears of an economic downturn, and expectations that S&P 500 companies suffered their biggest quarterly earnings decline since the second quarter of 2020.The resilience of U.S. stocks appeared even more remarkable when compared with massive daily swings in Treasury yields that briefly caused implied volatility in the bond market to explode to its highest level since 2008Wall Street analysts expect corporate earnings for S&P 500 firms to have declined 6.1% during the first quarter, which ends on Friday. If this comes to pass, it would be the biggest quarterly decline since the second quarter of 2020, according to FactSet's John Butters.Burry sent a second tweet on Thursday sardonically calling out contemporary traders for continuing to \"buy the dip\" in U.S. stocks, following a Bloomberg News report that 2023 is shaping up to be a banner year for the strategy, which gained prominence during the bull run that followed the 2008 financial crisis.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966644809,"gmtCreate":1669527780901,"gmtModify":1676538205203,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966644809","repostId":"2286418053","repostType":4,"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018372642,"gmtCreate":1648987905539,"gmtModify":1676534432245,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"There's always someone who needs Bleach..","listText":"There's always someone who needs Bleach..","text":"There's always someone who needs Bleach..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018372642","repostId":"2224232249","repostType":2,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941326127,"gmtCreate":1679995910157,"gmtModify":1679995914734,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941326127","repostId":"2322578232","repostType":2,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949193598,"gmtCreate":1678412028415,"gmtModify":1678412031897,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"Contagion?","listText":"Contagion?","text":"Contagion?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949193598","repostId":"2318144672","repostType":2,"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955730768,"gmtCreate":1675746140854,"gmtModify":1675746145137,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955730768","repostId":"1193345753","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953203696,"gmtCreate":1673255594216,"gmtModify":1676538806369,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953203696","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960420146,"gmtCreate":1668227656785,"gmtModify":1676538031845,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"Cypto bye&nbsp;","listText":"Cypto bye&nbsp;","text":"Cypto bye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960420146","repostId":"2282487556","repostType":2,"repost":{"id":"2282487556","kind":"highlight","pubTimestamp":1668213017,"share":"https://ttm.financial/m/news/2282487556?lang=&edition=fundamental","pubTime":"2022-11-12 08:30","market":"us","language":"en","title":"Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration","url":"https://stock-news.laohu8.com/highlight/detail?id=2282487556","media":"Seeking Alpha","summary":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-","content":"<html><head></head><body><h2>Summary</h2><ul><li>Nvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential &#34;dovish response from the Fed&#34;.</li><li>The stock&#39;s recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors&#39; confidence in Nvidia&#39;s longer-term prospects.</li><li>Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock&#39;s near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock&#39;s outlook.</li><li>The following analysis will walk through some of the latest developments in Nvidia&#39;s operating, macro and regulatory environment, and gauge their respective implications on the stock&#39;s near-term performance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/821a26da6fd45d4119675770e348fdbe\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p>The better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).</p><p>Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.</p><p>And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.</p><p>Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.</p><p><b>Macro Overview</b></p><p>The Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.</p><p>October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.</p><p>Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):</p><blockquote>Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.</blockquote><blockquote>Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.</blockquote><blockquote>Source: Federal Reserve Bank of Dallas</blockquote><p>What this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.</p><p>Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.</p><p>Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.</p><p>And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.</p><p>And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.</p><p><b>Implications of the A800 Data Center GPU</b></p><p>Moving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.</p><p>In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.</p><p>As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.</p><p><i>i. Bull Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69a9f8803dc4cfc1a6531cd5970e6116\" tg-width=\"640\" tg-height=\"345\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ce58edfb1fd144ddb4958ce28aa3068\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case PT (Author)</span></p><p><i>ii. Base Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a48b2c2079cc21eba075a71a080240c9\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8c8bdcb85fdca3d00f2a79a9aa1f947\" tg-width=\"640\" tg-height=\"363\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case PT (Author)</span></p><p><i>iii. Bear Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55fa52330c071632e4c5480164c6da69\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d24c4b920c94cd1163561b799af23cb\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case PT (Author)</span></p><p>However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.</p><p><b>Implications of Crypto Contagion 2.0</b></p><p>As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.</p><p>While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.</p><p>Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:</p><blockquote>Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.</blockquote><blockquote>Source: Bloomberg</blockquote><p>While Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.</p><p>In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.</p><p><b>Final Thoughts</b></p><p>As we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.</p><p>And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.</p><p>Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.</p><p><i>This article is written by </i><i>Livy Investment Research</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\"....</p>\n\n<a href=\"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282487556","content_text":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\".The stock's recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors' confidence in Nvidia's longer-term prospects.Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock's near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock's outlook.The following analysis will walk through some of the latest developments in Nvidia's operating, macro and regulatory environment, and gauge their respective implications on the stock's near-term performance.Justin SullivanThe better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.Macro OverviewThe Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.Source: Federal Reserve Bank of DallasWhat this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.Implications of the A800 Data Center GPUMoving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.i. Bull Case Financial Forecast and Valuation Analysis:Nvidia Bull Case Financial Forecast (Author)Nvidia Bull Case PT (Author)ii. Base Case Financial Forecast and Valuation Analysis:Nvidia Base Case Financial Forecast (Author)Nvidia Base Case PT (Author)iii. Bear Case Financial Forecast and Valuation Analysis:Nvidia Bear Case Financial Forecast (Author)Nvidia Bear Case PT (Author)However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.Implications of Crypto Contagion 2.0As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.Source: BloombergWhile Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.Final ThoughtsAs we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.This article is written by Livy Investment Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021114039,"gmtCreate":1653012266721,"gmtModify":1676535208063,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"$$$ 666","listText":"$$$ 666","text":"$$$ 666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021114039","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000626","authorId":"9000000000000626","name":"DonnaMay","avatar":"https://static.tigerbbs.com/f20dbb02d38eebfd4b768781cc568594","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000626","authorIdStr":"9000000000000626"},"content":"Still holding. Gonna add more if it drops below $666","text":"Still holding. Gonna add more if it drops below $666","html":"Still holding. Gonna add more if it drops below $666"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014658252,"gmtCreate":1649654511435,"gmtModify":1676534545628,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"So yay or nay?","listText":"So yay or nay?","text":"So yay or nay?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014658252","repostId":"2226150380","repostType":2,"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555249757581559","authorId":"3555249757581559","name":"Anh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3555249757581559","authorIdStr":"3555249757581559"},"content":"More of a yay imo if you're still holding on to it despite then indicating a sell previously","text":"More of a yay imo if you're still holding on to it despite then indicating a sell previously","html":"More of a yay imo if you're still holding on to it despite then indicating a sell previously"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958548422,"gmtCreate":1673788327466,"gmtModify":1676538885413,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"On to the final Please","listText":"On to the final Please","text":"On to the final Please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958548422","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951505427,"gmtCreate":1673508309770,"gmtModify":1676538848169,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"Doing so daily. Vietnam for the win&nbsp;","listText":"Doing so daily. Vietnam for the win&nbsp;","text":"Doing so daily. Vietnam for the win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951505427","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982730016,"gmtCreate":1667256722135,"gmtModify":1676537884314,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"I agree","listText":"I agree","text":"I agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982730016","repostId":"1169258680","repostType":2,"repost":{"id":"1169258680","kind":"news","pubTimestamp":1667230136,"share":"https://ttm.financial/m/news/1169258680?lang=&edition=fundamental","pubTime":"2022-10-31 23:28","market":"us","language":"en","title":"Will The Fed Push The S&P 500 Over 4000?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169258680","media":"Forbes","summary":"In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during Augu","content":"<html><head></head><body><p>In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during August the expectation is that we now enjoy a bear market rally into the end of this year.</p><p>There are several factors to support this. First positioning is extremely bearish not just in the stock market where hedge funds are holding record short levels of futures but also in the options market where a great number of put option positions have been accumulated.</p><h2>Risk appetite</h2><p>Behind this a number of risk appetite indicators are still in very risk averse territory suggesting that on balance many investors are positioned for bad news. What is interesting here is that the stock market and the bond market have effectively stopped reacting to bad news.</p><p>The earnings season has been a case in point both <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and Meta or the old Facebook were severely marked down on earnings disappointments as were <a href=\"https://laohu8.com/S/GOOG\">Google</a> and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> during last week&#39;s critical week for tech earnings but the broad market index rallied, in particular the Dow Jones index was very strong.</p><p>This suggests that the stock market is moving on from some of the concerns it had earlier this year, also with inflation still high there are signs that bond yields are coming in from the extreme high levels of the past couple of weeks - the 10 year bond is now close to the 4% level, a level that&#39;s still painful for stocks, but it has arguably hit a recent high.</p><h2>Earnings</h2><p>Importantly the dollar has softened and in many cases this year currency markets have prefigured stress across other asset classes so the case is building for a bear market rally into the end of the year. Seasonally also November December tend to be quite a strong periods for the stock market particularly in the case of bull markets - which however this is not.</p><p>There&#39;s a number of other factors to consider this week we have the Fed meeting there were expectations of a Fed pivot or even a pause that they&#39;ll do a 50 basis point rise in interest rates and then stop and watch as the data comes in and a lot of cyclical data has been softening suggesting that the economy is beginning to slow and the Fed can expect this to have a downward pressure on consumer and service prices.</p><p>In terms of market action the most likely factor is that volatility comes down for the time being and this will hurt a lot of people playing in the options market - a lot of people who&#39;ve hedged and in turn it may have a technical upward pressure on the stock market and it would be no surprise for me to see the S&amp;P index trade up to and maybe a little bit beyond the 4000 level.</p><p>What does worry me looking out over the next six months is that in the context of a lot of geopolitical stress and growing damage to economy - not just in Europe where Germany is suffering but many emerging markets from Turkey to some across Asia Latin America the housing market in the US is that in the beginning of next year we go into a form of a credit crisis where huge levels of accumulated debt on country balance sheets company balance sheets and consumer balance sheets are troubled by the catalyst of high inflation and high interest rates and this in its own way produces a deeper economic and financial crisis and then we get some real volatility.</p></body></html>","source":"fors","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>Will The Fed Push The S&P 500 Over 4000?</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\">\nWill The Fed Push The S&P 500 Over 4000?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/mikeosullivan/2022/10/30/will-the-fed-push-the-sp-500-over-4000/?sh=3e8a160c1de3><strong>Forbes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during ...</p>\n\n<a href=\"https://www.forbes.com/sites/mikeosullivan/2022/10/30/will-the-fed-push-the-sp-500-over-4000/?sh=3e8a160c1de3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.forbes.com/sites/mikeosullivan/2022/10/30/will-the-fed-push-the-sp-500-over-4000/?sh=3e8a160c1de3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169258680","content_text":"In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during August the expectation is that we now enjoy a bear market rally into the end of this year.There are several factors to support this. First positioning is extremely bearish not just in the stock market where hedge funds are holding record short levels of futures but also in the options market where a great number of put option positions have been accumulated.Risk appetiteBehind this a number of risk appetite indicators are still in very risk averse territory suggesting that on balance many investors are positioned for bad news. What is interesting here is that the stock market and the bond market have effectively stopped reacting to bad news.The earnings season has been a case in point both Amazon and Meta or the old Facebook were severely marked down on earnings disappointments as were Google and Microsoft during last week's critical week for tech earnings but the broad market index rallied, in particular the Dow Jones index was very strong.This suggests that the stock market is moving on from some of the concerns it had earlier this year, also with inflation still high there are signs that bond yields are coming in from the extreme high levels of the past couple of weeks - the 10 year bond is now close to the 4% level, a level that's still painful for stocks, but it has arguably hit a recent high.EarningsImportantly the dollar has softened and in many cases this year currency markets have prefigured stress across other asset classes so the case is building for a bear market rally into the end of the year. Seasonally also November December tend to be quite a strong periods for the stock market particularly in the case of bull markets - which however this is not.There's a number of other factors to consider this week we have the Fed meeting there were expectations of a Fed pivot or even a pause that they'll do a 50 basis point rise in interest rates and then stop and watch as the data comes in and a lot of cyclical data has been softening suggesting that the economy is beginning to slow and the Fed can expect this to have a downward pressure on consumer and service prices.In terms of market action the most likely factor is that volatility comes down for the time being and this will hurt a lot of people playing in the options market - a lot of people who've hedged and in turn it may have a technical upward pressure on the stock market and it would be no surprise for me to see the S&P index trade up to and maybe a little bit beyond the 4000 level.What does worry me looking out over the next six months is that in the context of a lot of geopolitical stress and growing damage to economy - not just in Europe where Germany is suffering but many emerging markets from Turkey to some across Asia Latin America the housing market in the US is that in the beginning of next year we go into a form of a credit crisis where huge levels of accumulated debt on country balance sheets company balance sheets and consumer balance sheets are troubled by the catalyst of high inflation and high interest rates and this in its own way produces a deeper economic and financial crisis and then we get some real volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958962908,"gmtCreate":1673615392304,"gmtModify":1676538865121,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"thabjs for the games&nbsp;","listText":"thabjs for the games&nbsp;","text":"thabjs for the games","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958962908","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066645780,"gmtCreate":1651896144640,"gmtModify":1676534994194,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066645780","repostId":"2233352789","repostType":2,"repost":{"id":"2233352789","kind":"highlight","pubTimestamp":1651894148,"share":"https://ttm.financial/m/news/2233352789?lang=&edition=fundamental","pubTime":"2022-05-07 11:29","market":"us","language":"en","title":"Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2233352789","media":"Motley Fool","summary":"There are always stocks to buy when you're ARK Invest's ace stock picker.","content":"<html><head></head><body><p>Cathie Wood isn&#39;t afraid to go fishing in the rain. The CEO and co-founder of ARK Invest was buying stocks on Thursday during the market deluge. She&#39;s had a rough run since a highly rewarding 2020 for her family of exchange-traded funds (<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s). You have to respect someone that&#39;s still looking to buy falling growth stocks when the market is at its worst.</p><p>What was she buying this time? Wood added to her existing stakes in <b>Shopify</b>, <b>Roku</b>, and <b>Sea Limited</b> on Thursday. Let&#39;s see what she may be seeing in these former market darlings that have fallen on hard times.</p><h2>Shopify</h2><p>Announcing a stock split doesn&#39;t guarantee that a stock will pop. Shares of Shopify plummeted 37% last month, despite announcing plans for a 10-for-1 split. Like many high-profile growth stocks, shares of the popular e-commerce platform provider have had a rough run in the market.</p><p>April was bad, and May isn&#39;t shaping up to be any better. The stock plummeted 15% on Thursday after a disappointing financial report. Revenue decelerated through the first three months of this year, clocking in with a mere 22% year-over-year advance. Rising costs obliterated the bottom line; earnings came in 71% below what analysts were targeting.</p><p>The tailwinds that helped Shopify deliver jaw-dropping growth until recently weren&#39;t going to last forever. However, this week&#39;s surprising shortfall on both ends of the income statement is both problematic and opportunistic. The financial update wasn&#39;t encouraging, but the stock now finds itself 77% below where it was at its November peak. The forward-thinking e-commerce solution that lets merchants of all sizes easily sell their wares across emerging social media platforms and their own digital storefront hasn&#39;t lost its relevancy. Shopify should recover from this setback.</p><h2>Roku</h2><p>Another company that has shed nearly 80% of its peak value but is still growing is Roku. The pioneer of video streaming on TV is a leading in an expanding niche. There were 61.3 million homes leaning on Roku by the end of March, and these are <i>active</i> accounts in every sense of the term. The average account is streaming nearly 3.8 hours a day on the platform.</p><p>We&#39;ve seen Roku&#39;s audience and total hours streamed grow 14% over the past year, silencing bearish arguments that folks will turn off their TVs and enjoy the great outdoors as the COVID-19 landscape improves following the vaccinations introduced last year. Advertisers also know that Roku consumers are worth reaching. Average revenue per user is up 34% over the past year.</p><p>Supply chain issues have slowed the production of its dongles, but Roku has enough deals in place with smart TV manufacturers to be the factory installed operating system of choice for many leading brands. After breaking through with a profit last year, analysts don&#39;t see a return to positive net income until 2024. It&#39;s not an ideal situation, but as long as Roku&#39;s audience keeps growing -- and those cradling the Roku remote controls keep watching -- the stock should eventually get back on track.</p><h2>Sea Limited</h2><p>Some companies are lucky to dominate <a href=\"https://laohu8.com/S/AONE.U\">one</a> niche, but Sea Limited is a giant in three important industries. The Singapore-based speedster is a major player in e-commerce, online gaming, and fintech.</p><p>It&#39;s not firing on all cylinders right now. It sees direct entertainment bookings -- basically its gaming arm -- declining sharply this year. It&#39;s been a challenging year for the online gaming market, particularly in Asia. However, its now larger e-commerce segment is expected to see its revenue soar 76%. Its smaller fintech division is expected to see its top line climb 155% this year.</p><p>Growth will slow at Sea Limited this year from the 106% year-over-year burst it posted the last time it reported quarterly results. Sea Limited will have a financial update in two weeks. Analysts see revenue growth slowing to a 37% clip this year and a 35% pace in 2023, but that&#39;s still respectable for a company of Sea Limited&#39;s size.</p><p>Shopify, Roku, and Sea Limited have all seen their shares fall by at least 77% since peaking last year. Yet they continue to be strong growth stocks, delivering healthy year-over-year growth right now. Cathie Wood may be on to something here.</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>Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-07 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/06/cathie-wood-goes-bargain-hunting-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood isn't afraid to go fishing in the rain. The CEO and co-founder of ARK Invest was buying stocks on Thursday during the market deluge. She's had a rough run since a highly rewarding 2020 for...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/06/cathie-wood-goes-bargain-hunting-3-stocks-she-just/\">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","ROKU":"Roku Inc","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/05/06/cathie-wood-goes-bargain-hunting-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233352789","content_text":"Cathie Wood isn't afraid to go fishing in the rain. The CEO and co-founder of ARK Invest was buying stocks on Thursday during the market deluge. She's had a rough run since a highly rewarding 2020 for her family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETF|ETFs). You have to respect someone that's still looking to buy falling growth stocks when the market is at its worst.What was she buying this time? Wood added to her existing stakes in Shopify, Roku, and Sea Limited on Thursday. Let's see what she may be seeing in these former market darlings that have fallen on hard times.ShopifyAnnouncing a stock split doesn't guarantee that a stock will pop. Shares of Shopify plummeted 37% last month, despite announcing plans for a 10-for-1 split. Like many high-profile growth stocks, shares of the popular e-commerce platform provider have had a rough run in the market.April was bad, and May isn't shaping up to be any better. The stock plummeted 15% on Thursday after a disappointing financial report. Revenue decelerated through the first three months of this year, clocking in with a mere 22% year-over-year advance. Rising costs obliterated the bottom line; earnings came in 71% below what analysts were targeting.The tailwinds that helped Shopify deliver jaw-dropping growth until recently weren't going to last forever. However, this week's surprising shortfall on both ends of the income statement is both problematic and opportunistic. The financial update wasn't encouraging, but the stock now finds itself 77% below where it was at its November peak. The forward-thinking e-commerce solution that lets merchants of all sizes easily sell their wares across emerging social media platforms and their own digital storefront hasn't lost its relevancy. Shopify should recover from this setback.RokuAnother company that has shed nearly 80% of its peak value but is still growing is Roku. The pioneer of video streaming on TV is a leading in an expanding niche. There were 61.3 million homes leaning on Roku by the end of March, and these are active accounts in every sense of the term. The average account is streaming nearly 3.8 hours a day on the platform.We've seen Roku's audience and total hours streamed grow 14% over the past year, silencing bearish arguments that folks will turn off their TVs and enjoy the great outdoors as the COVID-19 landscape improves following the vaccinations introduced last year. Advertisers also know that Roku consumers are worth reaching. Average revenue per user is up 34% over the past year.Supply chain issues have slowed the production of its dongles, but Roku has enough deals in place with smart TV manufacturers to be the factory installed operating system of choice for many leading brands. After breaking through with a profit last year, analysts don't see a return to positive net income until 2024. It's not an ideal situation, but as long as Roku's audience keeps growing -- and those cradling the Roku remote controls keep watching -- the stock should eventually get back on track.Sea LimitedSome companies are lucky to dominate one niche, but Sea Limited is a giant in three important industries. The Singapore-based speedster is a major player in e-commerce, online gaming, and fintech.It's not firing on all cylinders right now. It sees direct entertainment bookings -- basically its gaming arm -- declining sharply this year. It's been a challenging year for the online gaming market, particularly in Asia. However, its now larger e-commerce segment is expected to see its revenue soar 76%. Its smaller fintech division is expected to see its top line climb 155% this year.Growth will slow at Sea Limited this year from the 106% year-over-year burst it posted the last time it reported quarterly results. Sea Limited will have a financial update in two weeks. Analysts see revenue growth slowing to a 37% clip this year and a 35% pace in 2023, but that's still respectable for a company of Sea Limited's size.Shopify, Roku, and Sea Limited have all seen their shares fall by at least 77% since peaking last year. Yet they continue to be strong growth stocks, delivering healthy year-over-year growth right now. Cathie Wood may be on to something here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956222270,"gmtCreate":1674023167790,"gmtModify":1676538917286,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"Last few days to play","listText":"Last few days to play","text":"Last few days to play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956222270","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950699624,"gmtCreate":1672737395968,"gmtModify":1676538727970,"author":{"id":"4109164429314460","authorId":"4109164429314460","name":"Kk66","avatar":"https://community-static.tradeup.com/news/1d4cee88440bbe4133c2c4f01e79ad60","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4109164429314460","authorIdStr":"4109164429314460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950699624","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}