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Jermaine.T

Jermaine.T

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2022-11-23

okies

@YNWIM:Down 33% Year to Date, Is Alphabet Stock a Buy Now?

2022-11-03

okiess

@Capital_Insights:JPMorgan Says Dovish Fed Could Spark 10% S&P Rally, What Do You Think?

2022-10-21

Join stock market quizzes

@TigerEvents:【Game】Join Stock Market Quizzes & Win Tiger Coins

2022-10-05

Ok

Google to Build South African Cloud in $1 Billion Africa Plan

2022-09-26

Ok

@Mrzorro:$AMC Entertainment(AMC)$ and $AMC Entertainment Preferred(APE)$ were falling on Monday, with AMC down 3% in early market trading and APE tumbling 8%.AMC issued almost 517 million APE units to its class A common stockholders in August as a special dividend -- a move that CEO Adam Aron called "perhaps the single biggest action we will take in all of 2022 to fundamentally strengthen AMC." Each unit represents an interest in 1/100th of a share of the company's Preferred Stock, giving a unit the same voting rights as one share of the company's common stock.The issuance of APE, which matched the number of AMC shares outstanding, was met with mixed feelings in the market. While

2022-09-26

Ok

Option Movers｜Volume of SPY, QQQ Rose Over 55% and 30% Separately; Bears Target Energy and Mega-Cap Stocks Like Netflix

2022-09-26

Ok

Alphabet: This Is What P&G, Hershey And Airbnb Hint Us About Google

2022-09-25

Ok

NIO to Hold Launch Event on Oct. 8 to Enter European Market

2022-09-23

2022-09-23

Ok

Hot Chinese ADRs Turned Down in Morning Trading, iQiyi and Tencent Music Fell Over 4%

2022-09-18

Ok

Apple Stock: Watch Out for These Catalysts

2022-09-18

Ok

Sorry, the original content has been removed

2022-09-18

Ok

Sorry, the original content has been removed

2022-09-17

Ok

Dare To Dream: Can QQQ Make New All-Time Highs In 2023?

2022-09-14

$S&P 500(.SPX)$hmmm

2022-09-13

$NASDAQ(.IXIC)$hm

2022-09-11

😊😊😊😆😆😆

2022-09-09

$NASDAQ(.IXIC)$ok

2022-09-08

Ok

Apple Cuts Shipment Forecasts for New MacBook Pro up to 30%: Analyst

2022-09-07

$NVIDIA Corp(NVDA)$down

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The $1.2 trillion behemoth also has intriguing growth potential in other fast-growing markets, such as cloud computing and artificial intelligence (AI).Yet, like manytech stocks, Alphabet's shares have been down sharply in 2022. Could this be the buying opportunity investors have been waiting for?The bull case for Alphabet's stockThe digital advertising market is projected to grow from $537 billion in 2021 to more than $1 trillion by 2027, according to Statista.IMAGE SOURCE: STATISTA.Alphabet's Google is particularly well-placed to profit from the growth of this m","listText":"This beaten-down growth stock could be poised for a rebound.With dominant positions in massive markets like internet search and video streaming,&nbsp;Alphabet&nbsp;(GOOGL)(GOOG)&nbsp;stands as a titan in the advertising industry. The $1.2 trillion behemoth also has intriguing growth potential in other fast-growing markets, such as cloud computing and artificial intelligence (AI).Yet, like manytech stocks, Alphabet's shares have been down sharply in 2022. Could this be the buying opportunity investors have been waiting for?The bull case for Alphabet's stockThe digital advertising market is projected to grow from $537 billion in 2021 to more than $1 trillion by 2027, according to Statista.IMAGE SOURCE: STATISTA.Alphabet's Google is particularly well-placed to profit from the growth of this m","text":"This beaten-down growth stock could be poised for a rebound.With dominant positions in massive markets like internet search and video streaming, Alphabet (GOOGL)(GOOG) stands as a titan in the advertising industry. The $1.2 trillion behemoth also has intriguing growth potential in other fast-growing markets, such as cloud computing and artificial intelligence (AI).Yet, like manytech stocks, Alphabet's shares have been down sharply in 2022. Could this be the buying opportunity investors have been waiting for?The bull case for Alphabet's stockThe digital advertising market is projected to grow from $537 billion in 2021 to more than $1 trillion by 2027, according to Statista.IMAGE SOURCE: STATISTA.Alphabet's Google is particularly well-placed to profit from the growth of this m","images":[{"img":"https://community-static.tradeup.com/news/1d3f3ac323eb4f66c6fb9b83e94b2370","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968650535","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984084182,"gmtCreate":1667489626846,"gmtModify":1676537926985,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"okiess","listText":"okiess","text":"okiess","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984084182","repostId":"9985918082","repostType":1,"repost":{"id":9985918082,"gmtCreate":1667290154146,"gmtModify":1676537892322,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667668165440","authorIdStr":"3527667668165440"},"themes":[],"title":"JPMorgan Says Dovish Fed Could Spark 10% S&P Rally, What Do You Think?","htmlText":"While hopes for a less aggressive Federal Reserve helped US stocks overcome last week’s flurry of disappointing earnings from tech giants, <a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$JPMorgan Chase(JPM)$</a> now sees room for a massive rally should policy makers turn dovish when they announce their decision on Wednesday.According to Andrew Tyler,&nbsp;the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a> could surge at least 10% in one day if the central bank raises interest rates by a slower-than-expected 50bp, and Chair Jerome Powell signals willingness at the press conference to tolerate elevated inflation and a tightening labor market.The scenario is the “least likely” to materialize, yet the “most bullish” outcome for equity investors,","listText":"While hopes for a less aggressive Federal Reserve helped US stocks overcome last week’s flurry of disappointing earnings from tech giants, <a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$JPMorgan Chase(JPM)$</a> now sees room for a massive rally should policy makers turn dovish when they announce their decision on Wednesday.According to Andrew Tyler,&nbsp;the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a> could surge at least 10% in one day if the central bank raises interest rates by a slower-than-expected 50bp, and Chair Jerome Powell signals willingness at the press conference to tolerate elevated inflation and a tightening labor market.The scenario is the “least likely” to materialize, yet the “most bullish” outcome for equity investors,","text":"While hopes for a less aggressive Federal Reserve helped US stocks overcome last week’s flurry of disappointing earnings from tech giants, $JPMorgan Chase(JPM)$ now sees room for a massive rally should policy makers turn dovish when they announce their decision on Wednesday.According to Andrew Tyler, the $S&P 500(.SPX)$ could surge at least 10% in one day if the central bank raises interest rates by a slower-than-expected 50bp, and Chair Jerome Powell signals willingness at the press conference to tolerate elevated inflation and a tightening labor market.The scenario is the “least likely” to materialize, yet the “most bullish” outcome for equity investors,","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985918082","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981998250,"gmtCreate":1666363682270,"gmtModify":1676537747537,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Join stock market quizzes&nbsp;","listText":"Join stock market quizzes&nbsp;","text":"Join stock market quizzes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981998250","repostId":"9981080679","repostType":1,"repost":{"id":9981080679,"gmtCreate":1666344119491,"gmtModify":1676537744470,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Join Stock Market Quizzes & Win Tiger Coins","htmlText":"Hi Tiger,I would like to invite you to join Stock Market Quiz. Please leave a message in the comment section of this post, and you will win Tiger coins.Don't fear this quiz -- we're just testing your basic knowledge and throwing in some history here and there. Take the quiz and find out what you know about the stock market!1. Which crisis did 'The Big Short' （film）involve? Dot-com bubble The Great Depression Subprime mortgage crisis 2. Which tech company survived the 2000 bubble? <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\"></a><a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\"></a>","listText":"Hi Tiger,I would like to invite you to join Stock Market Quiz. Please leave a message in the comment section of this post, and you will win Tiger coins.Don't fear this quiz -- we're just testing your basic knowledge and throwing in some history here and there. Take the quiz and find out what you know about the stock market!1. Which crisis did 'The Big Short' （film）involve? Dot-com bubble The Great Depression Subprime mortgage crisis 2. Which tech company survived the 2000 bubble? <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\"></a><a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\"></a>","text":"Hi Tiger,I would like to invite you to join Stock Market Quiz. Please leave a message in the comment section of this post, and you will win Tiger coins.Don't fear this quiz -- we're just testing your basic knowledge and throwing in some history here and there. Take the quiz and find out what you know about the stock market!1. Which crisis did 'The Big Short' （film）involve? Dot-com bubble The Great Depression Subprime mortgage crisis 2. Which tech company survived the 2000 bubble? $Alibaba(BABA)$ $TENCENT(00700)$","images":[{"img":"https://community-static.tradeup.com/news/73724e98574b457216b19e6adc1fbe6d","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981080679","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915101480,"gmtCreate":1664976302140,"gmtModify":1676537537851,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915101480","repostId":"1177866087","repostType":4,"repost":{"id":"1177866087","pubTimestamp":1664967482,"share":"https://ttm.financial/m/news/1177866087?lang=&edition=fundamental","pubTime":"2022-10-05 18:58","market":"us","language":"en","title":"Google to Build South African Cloud in $1 Billion Africa Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1177866087","media":"Bloomberg","summary":"Data storage options to help users meet sovereignty rulesSouth Africa cloud region could create 40,0","content":"<html><head></head><body><ul><li>Data storage options to help users meet sovereignty rules</li><li>South Africa cloud region could create 40,000 jobs by 2030</li></ul><p>Google said it will set up an African cloud service, as part of its $1 billion investment plan for the continent, that will allow users to store their data in-country.</p><p>The cloud infrastructure will be based in South Africa, but will give users the options on where to store their data, said Niral Patel, the director of Google Cloud Africa.</p><p>“We are giving customers and partners choice, they then have the choice where they would like to store data and where they would like to consumer cloud services from,” Patel said on a video call on Wednesday.</p><p>African countries have a patchwork of laws on data sovereignty, with some requiring companies to store data within their borders, increasing demand for a more flexible regional cloud service. In Nigeria, phone companies are prohibited from sending government or customer information outside of the country, part of a push to encourage the development of local companies to store and manage the data.</p><p>The  Alphabet Inc. unit will compete with Microsoft Corp. and Amazon Web Services in Africa’s most developed economy. Google estimates that the South Africa cloud region could contribute more than $2.1 billion to the country’s economy, and support the creation of more than 40,000 jobs by 2030, Patel said.</p><p>Google also said it’s building out its African subsea cable and cloud interconnect sites in four cities including Cape Town, Johannesburg, Lagos and Nairobi to provide full cloud capability for the continent.</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>Google to Build South African Cloud in $1 Billion Africa Plan</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\">\nGoogle to Build South African Cloud in $1 Billion Africa Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 18:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-05/google-to-build-south-african-cloud-in-1-billion-africa-plan?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Data storage options to help users meet sovereignty rulesSouth Africa cloud region could create 40,000 jobs by 2030Google said it will set up an African cloud service, as part of its $1 billion ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-05/google-to-build-south-african-cloud-in-1-billion-africa-plan?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-05/google-to-build-south-african-cloud-in-1-billion-africa-plan?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177866087","content_text":"Data storage options to help users meet sovereignty rulesSouth Africa cloud region could create 40,000 jobs by 2030Google said it will set up an African cloud service, as part of its $1 billion investment plan for the continent, that will allow users to store their data in-country.The cloud infrastructure will be based in South Africa, but will give users the options on where to store their data, said Niral Patel, the director of Google Cloud Africa.“We are giving customers and partners choice, they then have the choice where they would like to store data and where they would like to consumer cloud services from,” Patel said on a video call on Wednesday.African countries have a patchwork of laws on data sovereignty, with some requiring companies to store data within their borders, increasing demand for a more flexible regional cloud service. In Nigeria, phone companies are prohibited from sending government or customer information outside of the country, part of a push to encourage the development of local companies to store and manage the data.The  Alphabet Inc. unit will compete with Microsoft Corp. and Amazon Web Services in Africa’s most developed economy. Google estimates that the South Africa cloud region could contribute more than $2.1 billion to the country’s economy, and support the creation of more than 40,000 jobs by 2030, Patel said.Google also said it’s building out its African subsea cable and cloud interconnect sites in four cities including Cape Town, Johannesburg, Lagos and Nairobi to provide full cloud capability for the continent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911204767,"gmtCreate":1664204338259,"gmtModify":1676537409730,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911204767","repostId":"9911676022","repostType":1,"repost":{"id":9911676022,"gmtCreate":1664202385166,"gmtModify":1676537409194,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a><v-v data-views=\"0\"></v-v>&nbsp;and <a href=\"https://ttm.financial/S/APE\">$AMC Entertainment Preferred(APE)$</a>&nbsp;were falling on Monday, with AMC down 3% in early market trading and APE tumbling 8%.AMC issued almost 517 million APE units to its class A common stockholders in August as a special dividend -- a move that CEO Adam Aron called \"perhaps the single biggest action we will take in all of 2022 to fundamentally strengthen AMC.\" Each unit represents an interest in 1/100th of a share of the company's Preferred Stock, giving a unit the same voting rights as one share of the company's common stock.The issuance of APE, which matched the number of AMC shares outstanding, was met with mixed feelings in the market. While","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a><v-v data-views=\"0\"></v-v>&nbsp;and <a href=\"https://ttm.financial/S/APE\">$AMC Entertainment Preferred(APE)$</a>&nbsp;were falling on Monday, with AMC down 3% in early market trading and APE tumbling 8%.AMC issued almost 517 million APE units to its class A common stockholders in August as a special dividend -- a move that CEO Adam Aron called \"perhaps the single biggest action we will take in all of 2022 to fundamentally strengthen AMC.\" Each unit represents an interest in 1/100th of a share of the company's Preferred Stock, giving a unit the same voting rights as one share of the company's common stock.The issuance of APE, which matched the number of AMC shares outstanding, was met with mixed feelings in the market. While","text":"$AMC Entertainment(AMC)$ and $AMC Entertainment Preferred(APE)$ were falling on Monday, with AMC down 3% in early market trading and APE tumbling 8%.AMC issued almost 517 million APE units to its class A common stockholders in August as a special dividend -- a move that CEO Adam Aron called \"perhaps the single biggest action we will take in all of 2022 to fundamentally strengthen AMC.\" Each unit represents an interest in 1/100th of a share of the company's Preferred Stock, giving a unit the same voting rights as one share of the company's common stock.The issuance of APE, which matched the number of AMC shares outstanding, was met with mixed feelings in the market. While","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911676022","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911695661,"gmtCreate":1664188338553,"gmtModify":1676537405993,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"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/9911695661","repostId":"1191644853","repostType":4,"repost":{"id":"1191644853","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664179671,"share":"https://ttm.financial/m/news/1191644853?lang=&edition=fundamental","pubTime":"2022-09-26 16:07","market":"us","language":"en","title":"Option Movers｜Volume of SPY, QQQ Rose Over 55% and 30% Separately; Bears Target Energy and Mega-Cap Stocks Like Netflix","url":"https://stock-news.laohu8.com/highlight/detail?id=1191644853","media":"Tiger Newspress","summary":"U.S. stocks tumbled last Friday to cap a brutal week for financial markets, as surging interest rate","content":"<html><head></head><body><p>U.S. stocks tumbled last Friday to cap a brutal week for financial markets, as surging interest rates and foreign currency turmoil heightened fears of a global recession.</p><p>The Dow Jones Industrial Average tumbled 486.27 points, or 1.62%, to 29,590.41. The S&amp;P 500 slid 1.72% to 3,693.23, while the Nasdaq Composite dropped 1.8% to 10,867.93.</p><h2>Options Broad View</h2><p>A total volume of 54,312,173 contracts were traded last Friday, up 32.85% from the previous day. Call options account for 45% of total options trades.</p><p>There are 13.24 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a></b> options traded last Friday. Call options account for 38% in overall option trades.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10:SPY, QQQ,TSLA,IWM,AAPL,AMZN, VIX, HYG, NVDA, XLE</b></p><p>Options related to equity index ETFs are still top choices for investors, with 3.68 million <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> options contracts trading last Friday. Call options account for 41% in overall option trades. Total trading volume for <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> and <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> surged 59.52% and 30.96%, respectively, from the previous day.</p><p>Netflix slid 4.49% last Friday, its principal accounting officer Ken Barker has submitted his resignation effective Oct. 7, and it named Chief Financial Officer Spencer Neumann as principal accounting officer while it conducts a search for a replacement for Barker. Moreover, it is changing up the compensation for comedy specials on its streaming platform, moving to a licensing model as it seeks to cut costs and put more of the onus on the comedians themselves.</p><p>There are 341,200 option contracts traded last Friday. Call options account for50% of overall option trades. Particularly high volume was seen for the $235 strike call option expiring September 23, with 21,730 contracts trading last Friday.</p><p>Other Mega-cap stocks like Tesla and Amazon tumbled 4.59% and 3.01% respectively.</p><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07126c7c3f02a5e1c32f05b682e6e368\" tg-width=\"466\" tg-height=\"931\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22dd8cd8b7089481efd346015c05c4f8\" tg-width=\"1016\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund</a></b> crashed 6.9% last Friday, funds dropped their long and short positions in energy stocks, bonds and futures in the week ending Sept. 16 &#34;more than any other time in recent months&#34;, and more than any other sector of the economy in the last 20 days, according to notes by Morgan Stanley and JP Morgan respectively.</p><p>There are 675,600 option contracts traded last Friday. Call options account for23% of overall option trades. Particularly high volume was seen for the $70 strike put option expiring September 30, with 47,786 contracts trading last Friday.</p><p><b><a href=\"https://laohu8.com/S/DOCU\">Docusign</a></b> slid 2.98% last Friday, it named Allan Thygesen as its new CEO effective October 10. Thygesen had been president of Google&#39;s Americas &amp; Global Partners, where he led the company&#39;s $100B advertising business across North and South America.</p><p>Thygesen replaces Mary Wilderotter, who has been serving as DocuSign&#39;s interim CEO since Dan Springer resigned from the job in June following a weaker-than-expected quarterly report and outlook. Wilderotter will remain as chairman of DocuSign&#39;s board of directors.</p><p>There are 41,360 option contracts traded last Friday. Call options account for 38% of overall option trades. Particularly high volume was seen for the $53 strike put option expiring September 23, with 930 contracts trading last Friday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: SPY, IWM, QQQ, FXI, AAL, F, NKLA, AAPL, VOD, CHPT</b></p><p><b>Top 10 bearish stocks: HYG, TSLA, XLF, MPW, MPW, MSFT, EWC, UVXY, AMZN, ARCC, BAC</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/409fd6cfaee26ce497eab5023b3f087e\" tg-width=\"554\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></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>Option Movers｜Volume of SPY, QQQ Rose Over 55% and 30% Separately; Bears Target Energy and Mega-Cap Stocks Like Netflix</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\">\nOption Movers｜Volume of SPY, QQQ Rose Over 55% and 30% Separately; Bears Target Energy and Mega-Cap Stocks Like Netflix\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-26 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks tumbled last Friday to cap a brutal week for financial markets, as surging interest rates and foreign currency turmoil heightened fears of a global recession.</p><p>The Dow Jones Industrial Average tumbled 486.27 points, or 1.62%, to 29,590.41. The S&amp;P 500 slid 1.72% to 3,693.23, while the Nasdaq Composite dropped 1.8% to 10,867.93.</p><h2>Options Broad View</h2><p>A total volume of 54,312,173 contracts were traded last Friday, up 32.85% from the previous day. Call options account for 45% of total options trades.</p><p>There are 13.24 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a></b> options traded last Friday. Call options account for 38% in overall option trades.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10:SPY, QQQ,TSLA,IWM,AAPL,AMZN, VIX, HYG, NVDA, XLE</b></p><p>Options related to equity index ETFs are still top choices for investors, with 3.68 million <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> options contracts trading last Friday. Call options account for 41% in overall option trades. Total trading volume for <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> and <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> surged 59.52% and 30.96%, respectively, from the previous day.</p><p>Netflix slid 4.49% last Friday, its principal accounting officer Ken Barker has submitted his resignation effective Oct. 7, and it named Chief Financial Officer Spencer Neumann as principal accounting officer while it conducts a search for a replacement for Barker. Moreover, it is changing up the compensation for comedy specials on its streaming platform, moving to a licensing model as it seeks to cut costs and put more of the onus on the comedians themselves.</p><p>There are 341,200 option contracts traded last Friday. Call options account for50% of overall option trades. Particularly high volume was seen for the $235 strike call option expiring September 23, with 21,730 contracts trading last Friday.</p><p>Other Mega-cap stocks like Tesla and Amazon tumbled 4.59% and 3.01% respectively.</p><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07126c7c3f02a5e1c32f05b682e6e368\" tg-width=\"466\" tg-height=\"931\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22dd8cd8b7089481efd346015c05c4f8\" tg-width=\"1016\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund</a></b> crashed 6.9% last Friday, funds dropped their long and short positions in energy stocks, bonds and futures in the week ending Sept. 16 &#34;more than any other time in recent months&#34;, and more than any other sector of the economy in the last 20 days, according to notes by Morgan Stanley and JP Morgan respectively.</p><p>There are 675,600 option contracts traded last Friday. Call options account for23% of overall option trades. Particularly high volume was seen for the $70 strike put option expiring September 30, with 47,786 contracts trading last Friday.</p><p><b><a href=\"https://laohu8.com/S/DOCU\">Docusign</a></b> slid 2.98% last Friday, it named Allan Thygesen as its new CEO effective October 10. Thygesen had been president of Google&#39;s Americas &amp; Global Partners, where he led the company&#39;s $100B advertising business across North and South America.</p><p>Thygesen replaces Mary Wilderotter, who has been serving as DocuSign&#39;s interim CEO since Dan Springer resigned from the job in June following a weaker-than-expected quarterly report and outlook. Wilderotter will remain as chairman of DocuSign&#39;s board of directors.</p><p>There are 41,360 option contracts traded last Friday. Call options account for 38% of overall option trades. Particularly high volume was seen for the $53 strike put option expiring September 23, with 930 contracts trading last Friday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: SPY, IWM, QQQ, FXI, AAL, F, NKLA, AAPL, VOD, CHPT</b></p><p><b>Top 10 bearish stocks: HYG, TSLA, XLF, MPW, MPW, MSFT, EWC, UVXY, AMZN, ARCC, BAC</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/409fd6cfaee26ce497eab5023b3f087e\" tg-width=\"554\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCU":"Docusign","QQQ":"纳指100ETF","NFLX":"奈飞","XLE":"SPDR能源指数ETF","SPY":"标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191644853","content_text":"U.S. stocks tumbled last Friday to cap a brutal week for financial markets, as surging interest rates and foreign currency turmoil heightened fears of a global recession.The Dow Jones Industrial Average tumbled 486.27 points, or 1.62%, to 29,590.41. The S&P 500 slid 1.72% to 3,693.23, while the Nasdaq Composite dropped 1.8% to 10,867.93.Options Broad ViewA total volume of 54,312,173 contracts were traded last Friday, up 32.85% from the previous day. Call options account for 45% of total options trades.There are 13.24 million SPDR S&P500 ETF Trust options traded last Friday. Call options account for 38% in overall option trades.Top 10 Option VolumesTop 10:SPY, QQQ,TSLA,IWM,AAPL,AMZN, VIX, HYG, NVDA, XLEOptions related to equity index ETFs are still top choices for investors, with 3.68 million Invesco QQQ Trust options contracts trading last Friday. Call options account for 41% in overall option trades. Total trading volume for SPDR S&P 500 ETF Trust and Invesco QQQ Trust surged 59.52% and 30.96%, respectively, from the previous day.Netflix slid 4.49% last Friday, its principal accounting officer Ken Barker has submitted his resignation effective Oct. 7, and it named Chief Financial Officer Spencer Neumann as principal accounting officer while it conducts a search for a replacement for Barker. Moreover, it is changing up the compensation for comedy specials on its streaming platform, moving to a licensing model as it seeks to cut costs and put more of the onus on the comedians themselves.There are 341,200 option contracts traded last Friday. Call options account for50% of overall option trades. Particularly high volume was seen for the $235 strike call option expiring September 23, with 21,730 contracts trading last Friday.Other Mega-cap stocks like Tesla and Amazon tumbled 4.59% and 3.01% respectively.Source: Tiger Trade APPUnusual Options ActivitySource: Market ChameleonEnergy Select Sector SPDR Fund crashed 6.9% last Friday, funds dropped their long and short positions in energy stocks, bonds and futures in the week ending Sept. 16 \"more than any other time in recent months\", and more than any other sector of the economy in the last 20 days, according to notes by Morgan Stanley and JP Morgan respectively.There are 675,600 option contracts traded last Friday. Call options account for23% of overall option trades. Particularly high volume was seen for the $70 strike put option expiring September 30, with 47,786 contracts trading last Friday.Docusign slid 2.98% last Friday, it named Allan Thygesen as its new CEO effective October 10. Thygesen had been president of Google's Americas & Global Partners, where he led the company's $100B advertising business across North and South America.Thygesen replaces Mary Wilderotter, who has been serving as DocuSign's interim CEO since Dan Springer resigned from the job in June following a weaker-than-expected quarterly report and outlook. Wilderotter will remain as chairman of DocuSign's board of directors.There are 41,360 option contracts traded last Friday. Call options account for 38% of overall option trades. Particularly high volume was seen for the $53 strike put option expiring September 23, with 930 contracts trading last Friday.TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: SPY, IWM, QQQ, FXI, AAL, F, NKLA, AAPL, VOD, CHPTTop 10 bearish stocks: HYG, TSLA, XLF, MPW, MPW, MSFT, EWC, UVXY, AMZN, ARCC, BACSource: Market Chameleon","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911695852,"gmtCreate":1664188323576,"gmtModify":1676537405993,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911695852","repostId":"2270424322","repostType":4,"repost":{"id":"2270424322","pubTimestamp":1664180633,"share":"https://ttm.financial/m/news/2270424322?lang=&edition=fundamental","pubTime":"2022-09-26 16:23","market":"us","language":"en","title":"Alphabet: This Is What P&G, Hershey And Airbnb Hint Us About Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2270424322","media":"seekingalpha","summary":"IntroductionWhile I was reading some of this summer's earnings report, I came across a theme that I ","content":"<html><head></head><body><h2>Introduction</h2><p>While I was reading some of this summer&#39;s earnings report, I came across a theme that I had not noticed so far and that made me think about an upcoming trend that I haven&#39;t seen much highlighted. This is going to be my second article of the series &#34;this is what X told us about Y&#34;, the first one being &#34;This Is What Costco And Target Told Us About Booking and Airbnb&#34;. Hopefully, we can develop a way of picking useful information here and there in order to build up an investing case.</p><p>In this article, I would like to share some of the words that struck me and in order to share the investing thesis I developed. In summary, I noticed that many companies declared that they had to cut on marketing expenses in the past quarters and that now they are planning to increase this spending. This made me consider that an advertising business like Google (NASDAQ:GOOG) should enjoy some new tailwinds.</p><h2>What some companies revealed</h2><p>Without any further ado, I would like to show the first words that struck me, to give the opportunity to every reader to guess the topic before I will state it.</p><p>While I was researching The Hershey Company (HSY), I noticed that during the earnings call, Michele Buck, the CEO, said (bold is mine):</p><blockquote>So we always want to be spending to the consumer advertising our brands, having the right levels of promotion, the right levels of innovation.</blockquote><blockquote>And as we mentioned earlier, <b>given some of those supply constraints, we did have to pull off on that</b> a bit just because it didn&#39;t make sense to make those investments given some of those constraints. But we very much look forward to re-upping the investments as we look at the second half. We have always planned an increase both in DMEs as well as incremental merchandising coming back online.</blockquote><p>I have to admit that, while I was aware of the big issue caused by supply constraints, I had not yet thought that this would lead many companies to pull back on advertising in order to reduce a bit of demand and thus be able to close a bit of the gap between supply and demand. Furthermore, during the last two years, demand has been so strong that it took almost no effort to sell anything.</p><p>I noticed this when I wrote an update on AGCO and CNHI, highlighting how among tractor and farming machinery manufacturers the sole driver of sales during the past quarters has been none other than availability. When it is enough to have a product available before the competitors it means that demand is so strong and that there is almost no need of advertising or marketing expenses that raise some brand awareness.</p><p>Brian Chesky, CEO of Airbnb (ABNB), at the Goldman Sachs Communacopia &amp; Technology Conference had the opportunity to tell the whole trajectory of Airbnb&#39;s development. Aside from the fact that it is a very interesting interview to read, Chesky spoke about the problems Airbnb had to face during the pandemic. The company decided that the priority to weather that period was to preserve as much cash as possible. And so they did an experiment:</p><blockquote>We cut out a huge amount of cost. We did the experiment that every CMO (Chief Marketing Officer) in the United States wish to do.</blockquote><blockquote>What happens if you turn off all your marketing? You know what happened? Almost nothing. Google did not want anyone to know this. But our traffic came back to more than 90% of what it was after we turned off all of our marketing.</blockquote><p>Of course, here Airbnb plays a bit against Google. And, even though Airbnb gets known mostly by word of mouth, the company has started spending on marketing once again to educate hosts and customers about its new features. We can see this in the last quarterly report. While the first half sales and marketing expenses are almost flat YoY ($50.3 million vs. $49.9 million last year), we see that if in Q2 2022 Airbnb did up its marketing expense by 20%, from $24 million to $29 million. And most of this spending is for online marketing. I know $5 million is almost invisible for Google, but here we are trying to understand a trend and its possible implications on a larger scale than just a single company.</p><p>Also, Hershey declared in its quarterly report, during the past quarter it started increasing once again its marketing expense, stating that in the second half of the year they will bet more heavily on this investment:</p><blockquote>Advertising and related consumer marketing expenses increased 3.2% in the second quarter of 2022 versus the same period last year. Moderate advertising increases across brands and segments without capacity constraints were largely offset by cost efficiencies related to new media partners.</blockquote><p>Let&#39;s move yet to another industry and let&#39;s take a look at what Church &amp; Dwight (CHD) reported. This is a company I am starting to follow a lot both because of its ability to keep on compounding and because of its intelligent way to do M&amp;As. Now, during the last earnings call, I saw our topic once again coming forth:</p><blockquote>Regarding support, we have key promotional events lined up in the second half, and two-thirds of our full year advertising spend is concentrated in the second half. Moving to marketing. Marketing was down $14 million year-over-year. Marketing expense as a percentage of net sales was 7.8%, and we expect two-thirds of advertising to be concentrated in the second half as case fill improves. We do have a fair amount of support, both advertising and trade behind our detergent in the second half. So that&#39;s the reason, the context for why we think things are going to accelerate.</blockquote><p>Again, as Church &amp; Dwight improves its case fill and feels an easing on supply constraints, it is able to ramp up supply and foster new demand. In fact, in the quarterly report, the company stated that &#34;in the second half, marketing dollar spend is expected to be significantly higher than the first half&#34;. Church &amp; Dwight spent about $577 million on marketing last year.</p><p>This year, it has spent in the first half only $204 million. This means that if two-thirds of advertising are to be spent in the next six months, the company will deploy around $400 million. And a big chunk of this amount is going to go to online marketing since the company is expecting to reach about 40% of its net sales through online orders.</p><p>One last case: Procter &amp; Gamble (PG). This huge dividend investor favorite did, too, hit a capacity ceiling that&#39;s now been resolved. As a consequence, the company had to slow down promotional activity on some products. However, the management has said that is going to lean back into more advertising, now. In fact, during the last earnings call Procter &amp; Gamble CEO Andre Schulten explained that marketing expenses are going to go up and that a lot of this is going to go to digital advertising:</p><blockquote>From a media standpoint, we have delivered significant productivity over the past years, but we have reinvested all of that productivity and incremental media spend ahead of sales leverage, ahead of the productivity numbers even that we generated. And that productivity continues to strengthen. We have developed strong capability to target better both on TV as well as in digital. Our ability to improve effectiveness of reach and quality of reach is allowing us to drive cost per effective reach down both in digital and in TV. We&#39;ve shifted more and more spend into digital. Now more than 50% of our advertising is in digital.</blockquote><p>Procter &amp; Gamble also closed its fiscal year and in its annual report we can read that (bold is mine):</p><blockquote>Total SG&amp;A decreased 4% to $20.2 billion, due to <b>decreased overhead costs, marketing spending</b> and other operating costs. SG&amp;A as a percentage of net sales decreased 240 basis points to 25.2% primarily due to the positive scale impacts of the net sales increase and, to a lesser extent, a <b>decrease in overhead costs and marketing spending</b>. Marketing spending as a percentage of net sales decreased 120 basis points due primarily to the positive scale impacts of the net sales increase and, to a lesser extent, due to <b>increased media and production cost savings and decreased media spending</b>.</blockquote><p>Once again, we see the recurring theme: a cut on marketing expenses with an outlook of resuming them in the new market conditions.</p><p>If I think about it, it makes sense: as the economy deteriorates a bit with a recession looming on the horizon, companies will have to struggle more to keep up sales. Nowadays, online marketing is a relatively small and affordable expense that prevents a company from investing heavily into hiring new salesmen.</p><h2>Google is going to be the winner</h2><p>I shared some insights to give an idea of what I think may be a current trend. On one side, it is well-known that companies are shifting online as the digital economy evolves. However, not many have considered that this shift, while at first was boosted up by the pandemic, has been somewhat hindered by the facts outlined above: huge demand that didn&#39;t need as much marketing as usual to be driven and supply chain bottlenecks that made companies more cautious on marketing spending. While we head into a difficult economic situation, it is still to be seen whether or not the economic contraction will offset on advertising the impact of companies that resume or even increase their ordinary marketing expenses.</p><p>Alphabet is a huge collection of businesses, the largest branch of which is Google. Google is also split into two segments: Google Services and Google Cloud. At the moment, the real way Alphabet makes money is through its advertising solutions from Google Services. The company itself states this in its annual report:</p><blockquote>We generated more than 80% of total revenues from the display of ads online in 2021.</blockquote><p>Google advertising revenues are comprised of these three sources:</p><ol><li>Google Search &amp; other, which includes revenues generated on Google search properties and other Google owned properties, such as Gmail, Google Maps, and Google Play. Paid clicks and cost-per-click pertain to traffic on Google Search &amp; other.</li><li>YouTube ads</li><li>Google Network, which includes revenues generated on Google Network properties in AdMob, AdSense, and Google Ad Manager. Impressions and cost-per-impressions pertain to traffic on Google Network partner&#39;s properties.</li></ol><p>While we all know more or less about the fact that Google makes money through advertising, it is useful to recall the process through which Google earns its revenue.</p><p>Google charges advertisers for each engagement by users, that is, Google charges the advertisers for each click on advertisement by end-users on Google search properties. Another way of monetizing advertising is by charging for impressions displayed to users. These revenue drivers can be positively affected by increasing competition for keywords, which drives the cost-per-click or the cost-per-impression upwards.</p><p>Now, at the end of 2021, Alphabet&#39;s revenue reached $257.6 billion, a 41% increase YoY. This means that around $206 billion came from advertising. Despite the huge tailwind provided by the pandemic and despite the results that other companies like Meta (META) and Snapchat (SNAP) which saw their advertising revenue decrease, Google has been able to increase its revenues YoY even in the last quarter at a rate of 13%, which would have been 16% CC (international sales make up 54% of the advertising revenue). Even though we don&#39;t see the huge growth of 2021, 13% is still very decent and fast growth, given the fact that other competitors are actually experiencing a decline. But, very interestingly for the purpose of this article, Google Search and other advertising revenues were up 14%, driven by both Travel and Retail, as Ruth Porat, CFO of Alphabet and Google, reported. The two categories are among the ones we have seen in the first part of the article and they help us connect the dots. The company also stated that it felt some pullbacks in advertising spending in YouTube and Network, even though they were both up 5% and 9% YoY respectively.</p><p>The general consensus expects a 2022 revenue of $290 billion, which would equal to a 12.5% growth. However, if we factor in that some companies are expected to increase their advertising spending in the next two quarters by 10-20%, the company&#39;s revenues can be expected to grow a bit more. If we do some math, we know that in 2022 Google Services revenue has been so far $124.3 billion which is equal to 90% of total revenues. If Google Service sees an extra 10-20% spending from advertisers, we could expect this to translate in an extra $10-13 billion on top of the $137 billion that the segment is expected to reach in the second half of the year. This would bring the total revenues above $300 billion, topping the high-end estimates that are currently available. With a net income margin above 25%, this revenue would turn into a $75 billion net income. If we take into account the effect of the huge $70 billion buyback, $28.5 billion of which have been deployed in the first six months of the year, we can expect the EPS to beat the current $2.68 estimate for the second half by a range in between 10-20%. This would give further support to a stock that has seen a 30% reduction in price YtD and that, according to many, is becoming more and more an appealing buy.</p><h2>Risks</h2><p>There are some risks. Google itself states that advertising competition is becoming fierce (we have all seen the consequence of Apple&#39;s moves against Meta). Forex can also undermine results, as Google has wide international exposure. And it is still true that advertising, in theory, is somewhat linked to cyclicality.</p><p>However, Google has a massive moat with 84% of total Internet searches running on its website. In addition, while FX may give some temporary headwinds, the impact of international growth, especially in the emerging markets, can be far larger than expected and give further impulse to the company&#39;s results. Keep in mind that South America, at the moment, is performing really well in the most recent quarters. As per cyclicality, the whole point of this article is to show that, in the current environment, it is not so clear whether advertising spending will diminish or not. I personally know more than one company where the management is choosing not to hire new salesmen in order to deploy the budget on online marketing.</p><h2>Valuation</h2><p>Let&#39;s use some of the numbers we figured out during this research and let&#39;s plug them in a discounted cash flow model to give us a sense of what the implications may be on the valuation. Below, SA readers can find the model I used which is based on five assumptions and three different price/FCF exit multiples. As shown, I expect Alphabet&#39;s 2022 revenue to grow at least 13% and then I assume that year after year it will slightly decrease to 10.75%. I also chose to bring down the EBITDA margin which currently stands above 35%. In fact, Alphabet has repeatedly stated that if some of its bets do become profitable they may be at lower margins compared to the current profitable businesses of the company. Therefore, I assumed a 28% EBITDA margin which I think is a bit conservative. I also assumed that capex will go up to around 3% and that the interest expense as a percentage of revenue will increase to 3%. Finally, I used the assumption that even the tax rate will go up to at least 20%.</p><p><img src=\"https://static.tigerbbs.com/9a737b1731ae74d9abb2b9719efd7fca\" tg-width=\"640\" tg-height=\"374\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, with data from Seeking Alpha</p><p>As we can see, even with a price/FCF multiple of 12, which is low for a company such as Alphabet, we are still before an undervalued stock, with a certain margin of safety. In the other situations, we may be before a stock that can still deliver a 2x, which wouldn&#39;t be bad at all given the current size of the market cap. Let&#39;s cut the normal case scenario by 35% just to take into account any unpredictable downturn. We could still be before a stock whose price target is around $128, which would confirm a 30% minimum implied upside.</p><p>I would also like to point out that with my assumptions, Alphabet will see its cash flow reduced for the next three years compared to its 2021 result. Nonetheless, the stock would still be qualified to deliver outstanding results. This is because the real strength of Alphabet is its ability to leverage its high-quality assets, such as Google, and their moat, making them very strong compounding machines. As long as Google can compound with an ROTC of almost 19%, I really don&#39;t mind that the company doesn&#39;t pay any dividend and I actually like that it is doing buybacks because it enhances and speeds up its compounding energy which will eventually turn into high profits for its shareholders.</p><h2>Conclusion</h2><p>We have seen unpredictable economic conditions in the past two years and many laws of historical economic cycles have been turned upside down. This is why it is ever more important to pay attention to the economic signs we can see around us and this is why I am paying more and more attention to what companies are doing and reporting currently.</p><p>I am long Alphabet, as I think Google has a massive moat and is an incredible profitable machine, with high margins and high return on capital invested. What I found out and shared in this article made me even more bullish on the company as I am starting to believe that it will beat current expectations.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet: This Is What P&G, Hershey And Airbnb Hint Us About Google</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\">\nAlphabet: This Is What P&G, Hershey And Airbnb Hint Us About Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 16:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542960-this-is-what-procter-and-gamble-hershey-and-airbnb-told-us-about-google><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionWhile I was reading some of this summer's earnings report, I came across a theme that I had not noticed so far and that made me think about an upcoming trend that I haven't seen much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542960-this-is-what-procter-and-gamble-hershey-and-airbnb-told-us-about-google\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4542960-this-is-what-procter-and-gamble-hershey-and-airbnb-told-us-about-google","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2270424322","content_text":"IntroductionWhile I was reading some of this summer's earnings report, I came across a theme that I had not noticed so far and that made me think about an upcoming trend that I haven't seen much highlighted. This is going to be my second article of the series \"this is what X told us about Y\", the first one being \"This Is What Costco And Target Told Us About Booking and Airbnb\". Hopefully, we can develop a way of picking useful information here and there in order to build up an investing case.In this article, I would like to share some of the words that struck me and in order to share the investing thesis I developed. In summary, I noticed that many companies declared that they had to cut on marketing expenses in the past quarters and that now they are planning to increase this spending. This made me consider that an advertising business like Google (NASDAQ:GOOG) should enjoy some new tailwinds.What some companies revealedWithout any further ado, I would like to show the first words that struck me, to give the opportunity to every reader to guess the topic before I will state it.While I was researching The Hershey Company (HSY), I noticed that during the earnings call, Michele Buck, the CEO, said (bold is mine):So we always want to be spending to the consumer advertising our brands, having the right levels of promotion, the right levels of innovation.And as we mentioned earlier, given some of those supply constraints, we did have to pull off on that a bit just because it didn't make sense to make those investments given some of those constraints. But we very much look forward to re-upping the investments as we look at the second half. We have always planned an increase both in DMEs as well as incremental merchandising coming back online.I have to admit that, while I was aware of the big issue caused by supply constraints, I had not yet thought that this would lead many companies to pull back on advertising in order to reduce a bit of demand and thus be able to close a bit of the gap between supply and demand. Furthermore, during the last two years, demand has been so strong that it took almost no effort to sell anything.I noticed this when I wrote an update on AGCO and CNHI, highlighting how among tractor and farming machinery manufacturers the sole driver of sales during the past quarters has been none other than availability. When it is enough to have a product available before the competitors it means that demand is so strong and that there is almost no need of advertising or marketing expenses that raise some brand awareness.Brian Chesky, CEO of Airbnb (ABNB), at the Goldman Sachs Communacopia & Technology Conference had the opportunity to tell the whole trajectory of Airbnb's development. Aside from the fact that it is a very interesting interview to read, Chesky spoke about the problems Airbnb had to face during the pandemic. The company decided that the priority to weather that period was to preserve as much cash as possible. And so they did an experiment:We cut out a huge amount of cost. We did the experiment that every CMO (Chief Marketing Officer) in the United States wish to do.What happens if you turn off all your marketing? You know what happened? Almost nothing. Google did not want anyone to know this. But our traffic came back to more than 90% of what it was after we turned off all of our marketing.Of course, here Airbnb plays a bit against Google. And, even though Airbnb gets known mostly by word of mouth, the company has started spending on marketing once again to educate hosts and customers about its new features. We can see this in the last quarterly report. While the first half sales and marketing expenses are almost flat YoY ($50.3 million vs. $49.9 million last year), we see that if in Q2 2022 Airbnb did up its marketing expense by 20%, from $24 million to $29 million. And most of this spending is for online marketing. I know $5 million is almost invisible for Google, but here we are trying to understand a trend and its possible implications on a larger scale than just a single company.Also, Hershey declared in its quarterly report, during the past quarter it started increasing once again its marketing expense, stating that in the second half of the year they will bet more heavily on this investment:Advertising and related consumer marketing expenses increased 3.2% in the second quarter of 2022 versus the same period last year. Moderate advertising increases across brands and segments without capacity constraints were largely offset by cost efficiencies related to new media partners.Let's move yet to another industry and let's take a look at what Church & Dwight (CHD) reported. This is a company I am starting to follow a lot both because of its ability to keep on compounding and because of its intelligent way to do M&As. Now, during the last earnings call, I saw our topic once again coming forth:Regarding support, we have key promotional events lined up in the second half, and two-thirds of our full year advertising spend is concentrated in the second half. Moving to marketing. Marketing was down $14 million year-over-year. Marketing expense as a percentage of net sales was 7.8%, and we expect two-thirds of advertising to be concentrated in the second half as case fill improves. We do have a fair amount of support, both advertising and trade behind our detergent in the second half. So that's the reason, the context for why we think things are going to accelerate.Again, as Church & Dwight improves its case fill and feels an easing on supply constraints, it is able to ramp up supply and foster new demand. In fact, in the quarterly report, the company stated that \"in the second half, marketing dollar spend is expected to be significantly higher than the first half\". Church & Dwight spent about $577 million on marketing last year.This year, it has spent in the first half only $204 million. This means that if two-thirds of advertising are to be spent in the next six months, the company will deploy around $400 million. And a big chunk of this amount is going to go to online marketing since the company is expecting to reach about 40% of its net sales through online orders.One last case: Procter & Gamble (PG). This huge dividend investor favorite did, too, hit a capacity ceiling that's now been resolved. As a consequence, the company had to slow down promotional activity on some products. However, the management has said that is going to lean back into more advertising, now. In fact, during the last earnings call Procter & Gamble CEO Andre Schulten explained that marketing expenses are going to go up and that a lot of this is going to go to digital advertising:From a media standpoint, we have delivered significant productivity over the past years, but we have reinvested all of that productivity and incremental media spend ahead of sales leverage, ahead of the productivity numbers even that we generated. And that productivity continues to strengthen. We have developed strong capability to target better both on TV as well as in digital. Our ability to improve effectiveness of reach and quality of reach is allowing us to drive cost per effective reach down both in digital and in TV. We've shifted more and more spend into digital. Now more than 50% of our advertising is in digital.Procter & Gamble also closed its fiscal year and in its annual report we can read that (bold is mine):Total SG&A decreased 4% to $20.2 billion, due to decreased overhead costs, marketing spending and other operating costs. SG&A as a percentage of net sales decreased 240 basis points to 25.2% primarily due to the positive scale impacts of the net sales increase and, to a lesser extent, a decrease in overhead costs and marketing spending. Marketing spending as a percentage of net sales decreased 120 basis points due primarily to the positive scale impacts of the net sales increase and, to a lesser extent, due to increased media and production cost savings and decreased media spending.Once again, we see the recurring theme: a cut on marketing expenses with an outlook of resuming them in the new market conditions.If I think about it, it makes sense: as the economy deteriorates a bit with a recession looming on the horizon, companies will have to struggle more to keep up sales. Nowadays, online marketing is a relatively small and affordable expense that prevents a company from investing heavily into hiring new salesmen.Google is going to be the winnerI shared some insights to give an idea of what I think may be a current trend. On one side, it is well-known that companies are shifting online as the digital economy evolves. However, not many have considered that this shift, while at first was boosted up by the pandemic, has been somewhat hindered by the facts outlined above: huge demand that didn't need as much marketing as usual to be driven and supply chain bottlenecks that made companies more cautious on marketing spending. While we head into a difficult economic situation, it is still to be seen whether or not the economic contraction will offset on advertising the impact of companies that resume or even increase their ordinary marketing expenses.Alphabet is a huge collection of businesses, the largest branch of which is Google. Google is also split into two segments: Google Services and Google Cloud. At the moment, the real way Alphabet makes money is through its advertising solutions from Google Services. The company itself states this in its annual report:We generated more than 80% of total revenues from the display of ads online in 2021.Google advertising revenues are comprised of these three sources:Google Search & other, which includes revenues generated on Google search properties and other Google owned properties, such as Gmail, Google Maps, and Google Play. Paid clicks and cost-per-click pertain to traffic on Google Search & other.YouTube adsGoogle Network, which includes revenues generated on Google Network properties in AdMob, AdSense, and Google Ad Manager. Impressions and cost-per-impressions pertain to traffic on Google Network partner's properties.While we all know more or less about the fact that Google makes money through advertising, it is useful to recall the process through which Google earns its revenue.Google charges advertisers for each engagement by users, that is, Google charges the advertisers for each click on advertisement by end-users on Google search properties. Another way of monetizing advertising is by charging for impressions displayed to users. These revenue drivers can be positively affected by increasing competition for keywords, which drives the cost-per-click or the cost-per-impression upwards.Now, at the end of 2021, Alphabet's revenue reached $257.6 billion, a 41% increase YoY. This means that around $206 billion came from advertising. Despite the huge tailwind provided by the pandemic and despite the results that other companies like Meta (META) and Snapchat (SNAP) which saw their advertising revenue decrease, Google has been able to increase its revenues YoY even in the last quarter at a rate of 13%, which would have been 16% CC (international sales make up 54% of the advertising revenue). Even though we don't see the huge growth of 2021, 13% is still very decent and fast growth, given the fact that other competitors are actually experiencing a decline. But, very interestingly for the purpose of this article, Google Search and other advertising revenues were up 14%, driven by both Travel and Retail, as Ruth Porat, CFO of Alphabet and Google, reported. The two categories are among the ones we have seen in the first part of the article and they help us connect the dots. The company also stated that it felt some pullbacks in advertising spending in YouTube and Network, even though they were both up 5% and 9% YoY respectively.The general consensus expects a 2022 revenue of $290 billion, which would equal to a 12.5% growth. However, if we factor in that some companies are expected to increase their advertising spending in the next two quarters by 10-20%, the company's revenues can be expected to grow a bit more. If we do some math, we know that in 2022 Google Services revenue has been so far $124.3 billion which is equal to 90% of total revenues. If Google Service sees an extra 10-20% spending from advertisers, we could expect this to translate in an extra $10-13 billion on top of the $137 billion that the segment is expected to reach in the second half of the year. This would bring the total revenues above $300 billion, topping the high-end estimates that are currently available. With a net income margin above 25%, this revenue would turn into a $75 billion net income. If we take into account the effect of the huge $70 billion buyback, $28.5 billion of which have been deployed in the first six months of the year, we can expect the EPS to beat the current $2.68 estimate for the second half by a range in between 10-20%. This would give further support to a stock that has seen a 30% reduction in price YtD and that, according to many, is becoming more and more an appealing buy.RisksThere are some risks. Google itself states that advertising competition is becoming fierce (we have all seen the consequence of Apple's moves against Meta). Forex can also undermine results, as Google has wide international exposure. And it is still true that advertising, in theory, is somewhat linked to cyclicality.However, Google has a massive moat with 84% of total Internet searches running on its website. In addition, while FX may give some temporary headwinds, the impact of international growth, especially in the emerging markets, can be far larger than expected and give further impulse to the company's results. Keep in mind that South America, at the moment, is performing really well in the most recent quarters. As per cyclicality, the whole point of this article is to show that, in the current environment, it is not so clear whether advertising spending will diminish or not. I personally know more than one company where the management is choosing not to hire new salesmen in order to deploy the budget on online marketing.ValuationLet's use some of the numbers we figured out during this research and let's plug them in a discounted cash flow model to give us a sense of what the implications may be on the valuation. Below, SA readers can find the model I used which is based on five assumptions and three different price/FCF exit multiples. As shown, I expect Alphabet's 2022 revenue to grow at least 13% and then I assume that year after year it will slightly decrease to 10.75%. I also chose to bring down the EBITDA margin which currently stands above 35%. In fact, Alphabet has repeatedly stated that if some of its bets do become profitable they may be at lower margins compared to the current profitable businesses of the company. Therefore, I assumed a 28% EBITDA margin which I think is a bit conservative. I also assumed that capex will go up to around 3% and that the interest expense as a percentage of revenue will increase to 3%. Finally, I used the assumption that even the tax rate will go up to at least 20%.Author, with data from Seeking AlphaAs we can see, even with a price/FCF multiple of 12, which is low for a company such as Alphabet, we are still before an undervalued stock, with a certain margin of safety. In the other situations, we may be before a stock that can still deliver a 2x, which wouldn't be bad at all given the current size of the market cap. Let's cut the normal case scenario by 35% just to take into account any unpredictable downturn. We could still be before a stock whose price target is around $128, which would confirm a 30% minimum implied upside.I would also like to point out that with my assumptions, Alphabet will see its cash flow reduced for the next three years compared to its 2021 result. Nonetheless, the stock would still be qualified to deliver outstanding results. This is because the real strength of Alphabet is its ability to leverage its high-quality assets, such as Google, and their moat, making them very strong compounding machines. As long as Google can compound with an ROTC of almost 19%, I really don't mind that the company doesn't pay any dividend and I actually like that it is doing buybacks because it enhances and speeds up its compounding energy which will eventually turn into high profits for its shareholders.ConclusionWe have seen unpredictable economic conditions in the past two years and many laws of historical economic cycles have been turned upside down. This is why it is ever more important to pay attention to the economic signs we can see around us and this is why I am paying more and more attention to what companies are doing and reporting currently.I am long Alphabet, as I think Google has a massive moat and is an incredible profitable machine, with high margins and high return on capital invested. What I found out and shared in this article made me even more bullish on the company as I am starting to believe that it will beat current expectations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911959519,"gmtCreate":1664121369131,"gmtModify":1676537393155,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911959519","repostId":"2269851304","repostType":4,"repost":{"id":"2269851304","weMediaInfo":{"introduction":"Everything about China's Innovation","home_visible":1,"media_name":"Pandaily","id":"1045030379","head_image":"https://community-static.tradeup.com/news/aea029d3817be732c49c2a6b4e47b544"},"pubTimestamp":1664076318,"share":"https://ttm.financial/m/news/2269851304?lang=&edition=fundamental","pubTime":"2022-09-25 11:25","market":"us","language":"en","title":"NIO to Hold Launch Event on Oct. 8 to Enter European Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269851304","media":"Pandaily","summary":"\nChinese electric vehicle maker NIO will hold its European launch event in Berlin on October 8, marking the firm's exploration of new business opportunities in Europe.\n","content":"<html><head></head><body><p>Chinese electric vehicle maker NIO will hold its European launch event in Berlin on October 8, marking the firm’s exploration of new business opportunities in Europe.</p><p>This event, dubbed “NIO Berlin 2022,” will be the first held by the firm outside its home market in China. “NIO House in Frankfurt is under construction. The 1,700-square-meter NIO House will open early next year,” said William Li, Chairman and CEO of NIO. Li also revealed the latest moves of NIO in the European market on the local version of the NIO app.</p><p>In addition to releasing information related to European market plans, William Li and Qin Lihong, Co-Founder and President of NIO, will drive the NIO ET7 from Frankfurt to kick off a 10-day road trip that will reach 10 European cities.</p><p>“The ET7 performs well on the Autobahn. Handling, comfort, NVH, sound system, energy consumption and NIO Pilot. Everything is superb! Our four-hour drive from Munich to Frankfurt was such a hassle-free journey. Lihong and Ralph, NIO Germany GM, also had a joyful trip to Frankfurt,” wrote Li.</p><p>In May last year, NIO announced its entry into the Norwegian market. In September 2021, the first NIO House outside China opened in Oslo, Norway. On August 22 this year, NIO announced that its ET7 will be available for pre-order and delivery in Germany, the Netherlands, Denmark, Sweden and Norway.</p><p>With the delivery of the vehicles, NIO synchronizes the layout of its battery swapping network. When NIO entered the Norwegian market in May last year, it announced that it would also launch the “battery as a service” (BaaS) model in Europe.</p><p>NIO will offer battery rental and replacement services in an effort to expand the electric vehicle market in Europe, Reuters reported on September 21. Sources said NIO is now looking for an asset management company in Europe to promote the business. The battery replacement service will allow users to obtain a fully charged battery in just a few minutes, saving a lot of charging time.</p><p>BaaS, which is based on vehicle-battery separation technology, reduces the cost of purchase for users. Over the past year, NIO has been experimenting with battery rental and replacement services for its ES8 SUV in Norway.</p><p>A NIO insider told Cailian Press that more than 90% of Norwegian users have chosen to rent batteries, making NIO determined to set up a battery service firm in Europe.</p><p>On September 16, the NIO Power Europe Plant in Budapest, Hungary, saw the first battery swap station roll off the production line and await shipment to Germany. “It took NIO only seven weeks from the announcement on July 29 to the first power station coming off the line,” Qin said at the time. “NIO will increase its investment in Hungary and establish the operational fulcrum of NIO‘s European strategy here.” In the second half of this year, NIO‘s power charging services will be officially launched in Germany, the Netherlands, Sweden and Denmark together with related products.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO to Hold Launch Event on Oct. 8 to Enter European Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO to Hold Launch Event on Oct. 8 to Enter European Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1045030379\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/aea029d3817be732c49c2a6b4e47b544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Pandaily </p>\n<p class=\"h-time\">2022-09-25 11:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese electric vehicle maker NIO will hold its European launch event in Berlin on October 8, marking the firm’s exploration of new business opportunities in Europe.</p><p>This event, dubbed “NIO Berlin 2022,” will be the first held by the firm outside its home market in China. “NIO House in Frankfurt is under construction. The 1,700-square-meter NIO House will open early next year,” said William Li, Chairman and CEO of NIO. Li also revealed the latest moves of NIO in the European market on the local version of the NIO app.</p><p>In addition to releasing information related to European market plans, William Li and Qin Lihong, Co-Founder and President of NIO, will drive the NIO ET7 from Frankfurt to kick off a 10-day road trip that will reach 10 European cities.</p><p>“The ET7 performs well on the Autobahn. Handling, comfort, NVH, sound system, energy consumption and NIO Pilot. Everything is superb! Our four-hour drive from Munich to Frankfurt was such a hassle-free journey. Lihong and Ralph, NIO Germany GM, also had a joyful trip to Frankfurt,” wrote Li.</p><p>In May last year, NIO announced its entry into the Norwegian market. In September 2021, the first NIO House outside China opened in Oslo, Norway. On August 22 this year, NIO announced that its ET7 will be available for pre-order and delivery in Germany, the Netherlands, Denmark, Sweden and Norway.</p><p>With the delivery of the vehicles, NIO synchronizes the layout of its battery swapping network. When NIO entered the Norwegian market in May last year, it announced that it would also launch the “battery as a service” (BaaS) model in Europe.</p><p>NIO will offer battery rental and replacement services in an effort to expand the electric vehicle market in Europe, Reuters reported on September 21. Sources said NIO is now looking for an asset management company in Europe to promote the business. The battery replacement service will allow users to obtain a fully charged battery in just a few minutes, saving a lot of charging time.</p><p>BaaS, which is based on vehicle-battery separation technology, reduces the cost of purchase for users. Over the past year, NIO has been experimenting with battery rental and replacement services for its ES8 SUV in Norway.</p><p>A NIO insider told Cailian Press that more than 90% of Norwegian users have chosen to rent batteries, making NIO determined to set up a battery service firm in Europe.</p><p>On September 16, the NIO Power Europe Plant in Budapest, Hungary, saw the first battery swap station roll off the production line and await shipment to Germany. “It took NIO only seven weeks from the announcement on July 29 to the first power station coming off the line,” Qin said at the time. “NIO will increase its investment in Hungary and establish the operational fulcrum of NIO‘s European strategy here.” In the second half of this year, NIO‘s power charging services will be officially launched in Germany, the Netherlands, Sweden and Denmark together with related products.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269851304","content_text":"Chinese electric vehicle maker NIO will hold its European launch event in Berlin on October 8, marking the firm’s exploration of new business opportunities in Europe.This event, dubbed “NIO Berlin 2022,” will be the first held by the firm outside its home market in China. “NIO House in Frankfurt is under construction. The 1,700-square-meter NIO House will open early next year,” said William Li, Chairman and CEO of NIO. Li also revealed the latest moves of NIO in the European market on the local version of the NIO app.In addition to releasing information related to European market plans, William Li and Qin Lihong, Co-Founder and President of NIO, will drive the NIO ET7 from Frankfurt to kick off a 10-day road trip that will reach 10 European cities.“The ET7 performs well on the Autobahn. Handling, comfort, NVH, sound system, energy consumption and NIO Pilot. Everything is superb! Our four-hour drive from Munich to Frankfurt was such a hassle-free journey. Lihong and Ralph, NIO Germany GM, also had a joyful trip to Frankfurt,” wrote Li.In May last year, NIO announced its entry into the Norwegian market. In September 2021, the first NIO House outside China opened in Oslo, Norway. On August 22 this year, NIO announced that its ET7 will be available for pre-order and delivery in Germany, the Netherlands, Denmark, Sweden and Norway.With the delivery of the vehicles, NIO synchronizes the layout of its battery swapping network. When NIO entered the Norwegian market in May last year, it announced that it would also launch the “battery as a service” (BaaS) model in Europe.NIO will offer battery rental and replacement services in an effort to expand the electric vehicle market in Europe, Reuters reported on September 21. Sources said NIO is now looking for an asset management company in Europe to promote the business. The battery replacement service will allow users to obtain a fully charged battery in just a few minutes, saving a lot of charging time.BaaS, which is based on vehicle-battery separation technology, reduces the cost of purchase for users. Over the past year, NIO has been experimenting with battery rental and replacement services for its ES8 SUV in Norway.A NIO insider told Cailian Press that more than 90% of Norwegian users have chosen to rent batteries, making NIO determined to set up a battery service firm in Europe.On September 16, the NIO Power Europe Plant in Budapest, Hungary, saw the first battery swap station roll off the production line and await shipment to Germany. “It took NIO only seven weeks from the announcement on July 29 to the first power station coming off the line,” Qin said at the time. “NIO will increase its investment in Hungary and establish the operational fulcrum of NIO‘s European strategy here.” In the second half of this year, NIO‘s power charging services will be officially launched in Germany, the Netherlands, Sweden and Denmark together with related products.","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913154168,"gmtCreate":1663943479454,"gmtModify":1676537367998,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$</a><v-v data-views=\"0\"></v-v>","text":"$DJIA(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913154168","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913155564,"gmtCreate":1663943400158,"gmtModify":1676537367961,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913155564","repostId":"1193800996","repostType":4,"repost":{"id":"1193800996","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663943046,"share":"https://ttm.financial/m/news/1193800996?lang=&edition=fundamental","pubTime":"2022-09-23 22:24","market":"us","language":"en","title":"Hot Chinese ADRs Turned Down in Morning Trading, iQiyi and Tencent Music Fell Over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193800996","media":"Tiger Newspress","summary":"Hot Chinese ADRs turned down in morning trading, iQiyi Inc. and Tencent Music fell over 4%.","content":"<html><head></head><body><p>Hot Chinese ADRs turned down in morning trading, <a href=\"https://laohu8.com/S/IQ\">iQiyi Inc.</a> and <a href=\"https://laohu8.com/S/TME\">Tencent Music</a> fell over 4%.<img src=\"https://static.tigerbbs.com/a3f9b2f15b24b6e65fe3dadc6fb2def0\" tg-width=\"265\" tg-height=\"474\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Turned Down in Morning Trading, iQiyi and Tencent Music Fell Over 4%</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; 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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\">\nHot Chinese ADRs Turned Down in Morning Trading, iQiyi and Tencent Music Fell Over 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-23 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs turned down in morning trading, <a href=\"https://laohu8.com/S/IQ\">iQiyi Inc.</a> and <a href=\"https://laohu8.com/S/TME\">Tencent Music</a> fell over 4%.<img src=\"https://static.tigerbbs.com/a3f9b2f15b24b6e65fe3dadc6fb2def0\" tg-width=\"265\" tg-height=\"474\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IQ":"爱奇艺","TME":"腾讯音乐"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193800996","content_text":"Hot Chinese ADRs turned down in morning trading, iQiyi Inc. and Tencent Music fell over 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937771205,"gmtCreate":1663516413307,"gmtModify":1676537282066,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"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/9937771205","repostId":"2267061868","repostType":4,"repost":{"id":"2267061868","pubTimestamp":1663374316,"share":"https://ttm.financial/m/news/2267061868?lang=&edition=fundamental","pubTime":"2022-09-17 08:25","market":"us","language":"en","title":"Apple Stock: Watch Out for These Catalysts","url":"https://stock-news.laohu8.com/highlight/detail?id=2267061868","media":"TipRanks","summary":"Story HighlightsApple’s blockbuster Far Out show has the world buzzing over what could potentially b","content":"<div>\n<p>Story HighlightsApple’s blockbuster Far Out show has the world buzzing over what could potentially be the most successful iteration of the iPhone. Moreover, with its relatively strong results in the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-stock-nasdaqaapl-watch-out-for-these-catalysts\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Watch Out for These Catalysts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Watch Out for These Catalysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 08:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/apple-stock-nasdaqaapl-watch-out-for-these-catalysts><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsApple’s blockbuster Far Out show has the world buzzing over what could potentially be the most successful iteration of the iPhone. Moreover, with its relatively strong results in the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-stock-nasdaqaapl-watch-out-for-these-catalysts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.tipranks.com/news/article/apple-stock-nasdaqaapl-watch-out-for-these-catalysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267061868","content_text":"Story HighlightsApple’s blockbuster Far Out show has the world buzzing over what could potentially be the most successful iteration of the iPhone. Moreover, with its relatively strong results in the third quarter, it has the potential to continue expanding its top and bottom-line results.September has been a forgettable month for the stock market, but it turned out to be the opposite for Apple stock (NASDAQ:AAPL). The tech giant wrapped up its hotly anticipated Far Out event recently, where it unveiled the latest versions of the iPhone, AirPods, and Apple Watch, much to the delight of its loyal customer base. Moreover, despite the headwinds, its steady revenue expansion and EBITDA growth over the past year make it a solid bet over the long term. Hence, we are bullish on AAPL stock.Similar to previous versions of the iPhone, the newest iteration was able to capture the imaginations of its customer base yet again. Moreover, the biggest surprise was no hike in the price of the iPhone 14 in the U.S. The ability to retain its pricing suggests it’s struck an incredible balance between growth and profitability. The strategy is likely to boost sales immensely once it hits the markets.Furthermore, keeping its prices in check is doubly important now, considering the drop in discretionary spending. High prices will likely make customers fret over spending over $1,000 on an iPhone, but keeping its prices steady is an incredible achievement.Apple’s latest products will likely be a major catalyst for its business. Layer that up with its sticky Apple services, and you have a juggernaut that should steamroll its competition. Most analysts believe these new products will likely elevate its stock price soon. With the current pull-back in prices, it’s probably the right move to invest in AAPL stock.AAPL Stock Could Move Higher in the Near-TermDespite the economic challenges, AAPL stock was able to kick start a few short-lived rallies. Before the Far Out event, Apple stock was deep in the red, but the event’s success kickstarted a rally. Also, the upcoming quarter will be an important litmus test for the business, which could also boost AAPL stock to new heights.With rising inflation across the globe, most tech companies reported low sales numbers, and their stock prices took a massive beating. However, Apple’s third-quarter results were much better than expected, considering the circumstances. With the company’s amazing track record, it’s tough to count out its growth trajectory.Apple Had a Remarkable Third Quarter ShowingApple’s revenues came in at $83 billion for Q3, almost a 2% improvement from the prior-year period. Despite the economic downturn, Apple reported its net profit of $19.4 billion and earnings per share of $1.20, which came in $0.04 higher than analyst estimates. Moreover, it generated record sales in its Services segment. The resilient results during the quarter demonstrate the impact of Apple on its massive customer base.Moreover, the company could generate close to $40.7 billion while dealing with the threat of recession. It seems Apple has done well to manage the impact of inflation and grow its results at a steady pace. It has set itself up for bumper quarters ahead with the release of new products.Apple Expands Production Outside of ChinaApple has announced that it will expand its production outside China to diversify its supply chain and reduce its reliance on a single country. Consequently, Apple invested $1 billion in India, along with expanding into existing facilities in Vietnam and Brazil. The company is also working on setting up a new production line in the U.S.This represents a major shift for Apple, which has so far relied on China for most of its manufacturing. With the reduction in production-related bottlenecks, Apple can effectively manage its operational costs and boost its bottom-line results in the years to come. With the global supply chain challenges, its imperative for companies to have a diversified production base.Is Apple Stock a Buy or a Sell?Turning to Wall Street, AAPL stock maintains a Strong Buy consensus rating. Out of 28 total analyst ratings, 23 Buys, four Holds, and one Sell were assigned over the past three months. The average AAPL price target is $183.56, implying a 20.5% upside potential. Analyst price targets range from a low of $136 per share to a high of $220 per share.Takeaway: AAPL Stock is the Leader of Big TechApple is the crème de la crème as far as tech companies are concerned. It has a history of producing premium products, which continue to capture the imaginations of its customer base. The iPhone Series has been a cash cow for the company and is unlikely to change anytime soon. It has generated billions of dollars for the company, and every new version of the iPhone proves its naysayers wrong.Moreover, the company’s penchant for innovation and diversification remains its strong suit and is arguably the growth catalyst it needs to be successful in the long haul. Additionally, the company remains consistent in rewarding its shareholders.Considering its strong customer base, high demand, high returns, and massive free cash flow, it would not be surprising if AAPL stock performs exceedingly well over the long term. It has, time and again, proven its critics wrong by posting incredible results across all its core and non-core segments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937771029,"gmtCreate":1663516329361,"gmtModify":1676537282050,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937771029","repostId":"1144109817","repostType":4,"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937773300,"gmtCreate":1663516268100,"gmtModify":1676537282034,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"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/9937773300","repostId":"1129633132","repostType":4,"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937684846,"gmtCreate":1663421423386,"gmtModify":1676537268391,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937684846","repostId":"1193038112","repostType":4,"repost":{"id":"1193038112","pubTimestamp":1663373059,"share":"https://ttm.financial/m/news/1193038112?lang=&edition=fundamental","pubTime":"2022-09-17 08:04","market":"us","language":"en","title":"Dare To Dream: Can QQQ Make New All-Time Highs In 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=1193038112","media":"Seeking Alpha","summary":"SummaryYou may have noticed that sentiment is dour at present. And when we say dour, we mean miserab","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>You may have noticed that sentiment is dour at present. And when we say dour, we mean miserable. Utterly despondent, in fact.</li><li>We don&#39;t share this view at all. We believe that securities prices run to their own tune, usually ahead of rather than in response to the news.</li><li>And we think the June low in the QQQ was the low, which means we think QQQ can make a new high in 2023.</li><li>We explain all below and lay out price targets, together with stop-loss levels just in case this idea does prove as nuts as it sounds.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ffbc2edd68801fb0645bd8cc8e54714\" tg-width=\"1080\" tg-height=\"497\" width=\"100%\" height=\"auto\"/><span>AntonioSolano/iStock via Getty Images</span></p><p><b>Voodoo Nonsense - Ignore!</b></p><p>Technical analysis is like democracy. It&#39;s the worst tool anyone can think of for the job, except for all the other tools that anyone has yet thought of. Let&#39;s take the Nasdaq-100 index, in its QQQ ETF format. If you could construct any coherent narrative as to why the ETF fell to the level it did in the COVID crisis, ran up to the level it did in 2021, and then corrected to the level it has in 2022, we&#39;re all ears. We don&#39;t mean &#34;why did it sell off hard into COVID&#34; or &#34;why did it turn weak come 2022?&#34; We mean, why did it find support and resistance at those specific levels?</p><p>If you use fairly standard Elliott Wave and Fibonacci measures, the QQQ confirms almost perfectly to textbook levels since the 2018 lows. And because the pattern fits so well, in the larger and smaller degree, one has to ask oneself... are the Doom-Mongers of Fin Twit really correct that it&#39;s all going to zero?</p><p>Let&#39;s first of all take a look at the move from the Q4 2018 lows to the Q4 2021 highs. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c9120d3593db409e5b620370d28decd\" tg-width=\"640\" tg-height=\"297\" width=\"100%\" height=\"auto\"/><span>QQQ Chart (TrendSpider, Cestrian Analysis)</span></p><p>The first thing to note is the start point. Right at the end of Q4 2018 the Fed had tried to normalize monetary policy by raising rates and planning to shrink, not grow, the size of its balance sheet. This caused a market tantrum such that most all of 2018&#39;s gains in the S&amp;P or the Nasdaq were wiped out. The bottom came in right at the end of the year. We can call that Point Zero.</p><p>QQQ then rose in a Wave 1 up, peaking at around $237 in February 2020, a fairly quick gain of 65% in the prior fourteen months or so. The chat at the time was that this was nuts and couldn&#39;t last.</p><p>Yikes, Freak Out!!</p><p>Now a very interesting thing happens. COVID hits and naturally enough the world freaks out as do investors. Rather surprisingly however, it turns out one can model a &#34;yikes freak out&#34; reaction in the market. &#34;Yikes freak out&#34; usually means a Wave 2 down, a fast and deep drop. And very often a Wave 2 down finds support at the 61.8% or 78.6% retracement of the prior Wave 1 up. The Covid lows in the QQQ were<i>precisely</i>a 78.6% drop from the Wave 1 highs back towards Point Zero. Likely not a coincidence.</p><p><b>Now The Long Road To Happiness</b></p><p>After a &#34;Yikes Freak Out&#34; Wave 2 comes a Wave 3 which are typically powerful upward moves. Which is what happens to the Qs coming out of COVID. You know all the reasons <i>why</i> it is said this happens - Fed helicopter money, crypto bros, work from home tech refresh cycle, all that - but put that aside for a moment because, really, who cares <i>why</i> it happened. Let&#39;s <i>measure</i> what happened. The chart above shows this. Wave 3s typically terminate at a minimum of the 100% extension of the prior Wave 1, and more commonly the 161.8% extension. More bullish levels are the 261.8%, 361.8%, and so on. (By the way, if Fibonacci extensions are new to you, fear not. Whilst the theory behind<i>why</i>Fibonacci numbers matter is complicated, the math involved in calculating how they apply to stock prices is not. The 161.8% extension of Wave 1 is calculated thus: take the stock price movement in Wave 1, multiply it by 1.618, and add that to the stock price at the Wave 2 low, hey presto, that&#39;s the 161.8% extension of Wave 1). Anyway. You can see that at the most recent all-time high, QQQ hit the 261.8% (=2.618) extension of Wave 1 almost to the dollar. Again, probably not a coincidence.</p><p><b>Then Comes Boiling The Frog</b></p><p>2022 comes and here we go with a Wave 4 down. Psychologically, emotionally, and potentially financially, Wave 4s are tough. Most people have become accustomed to the occasional shock and awe flash crash Wave 2. The panic is over as soon as it began. Also due to the mass psychology involved, which usually translates as<i>someone has to do something</i>, very often, someone does in fact do something - COVID stimulus being a prime example. But in a slow-boil Wave 4, the panic never really rises. Instead it&#39;s a stages-of-grief thing where if you&#39;re not careful you end up accepting and moving on. Which means you toss your account overboard and start a new day. Except you don&#39;t, because that&#39;s usually when the market rebounds and then you are too stunned to do anything about it, fearful that you will just buy into the next leg down. Actually the first half of 2022 saw Big Money do a fine job of work in this regard. If you look at how one measure of volatility, the Vix index, has moved vs. the panics of 2020 and indeed the Fed-tightening fear in 2018, it has barely moved at all - just traded sideways in a channel.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae14b1ca4f0561e9aa095aa32de983e2\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"/><span>Vix Chart (TradingView, Cestrian &#34;Analysis&#34;)</span></p><p>There are many reasons for this but chief amongst them has been the institutional use of out-of-the-money index puts that have been rolled out and down through the first half, slow and steady, no freaking out, just dragging down the indices and their proxy ETFs as market makers have had to sell those indices in order to hedge their positions (having sold puts to institutions, market makers are then long the market, so have to sell underlying securities in order to get back to neutral).</p><p>And this wave 4 right here is what has caused the it&#39;s-all-over mentality to take hold, in our view.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52a7ab589c32698e50b1eb8755902c70\" tg-width=\"640\" tg-height=\"302\" width=\"100%\" height=\"auto\"/><span>QQQ Chart (TrendSpider, Cestrian Analysis)</span></p><p>It&#39;s been a deeper-than-expected correction for sure. With a 78.6% retraced Wave 2 you might normally expect a 38.2% retraced Wave 4 - that&#39;s based on nothing other than pattern recognition. The 38.2% retracement of Wave 3 was $315, which is where the QQQ set up camp for a while in February this year, before head-faking to the upside then digging for victory once more. Thus far the Wave 4 looks to have bottomed in June, between the 50% and 61.8% retracements of Wave 3.</p><p><b>Wait, Isn&#39;t This A Bullish Article?</b></p><p>So, the title of this article is, &#34;Dare To Dream&#34;. Looks more like a nightmare for 2022. Or does it? Let&#39;s zoom in to see what has happened since those June lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/941554bdc300eb4dad173f18f77aeafc\" tg-width=\"640\" tg-height=\"299\" width=\"100%\" height=\"auto\"/><span>QQQ Chart (TrendSpider, Cestrian Analysis)</span></p><p>The waves &amp; Fibonacci approach works in smaller and larger degrees. One cannot say that it&#39;s truly fractal in nature, as is often claimed, since there&#39;s no perfectly-repeating pattern in smaller and smaller degrees, but we can say that because the extensions and retracements are merely emotional and/or algorithmic reactions to the most recent price movements, they are self-referential in nature and that is why they scale up and down - because a larger degree move is relative to an earlier larger degree move, and a smaller degree move is relative to an earlier smaller degree move.</p><p>Look at the 5-waves up from the June lows. The Fib levels work nicely - a 78.6% retrace Wave ii, a 223.6% Wave iii extension of Wave i, and we&#39;ll see what happens with September options expiry (that&#39;s today at the time of writing) does to the Wave iv. But so far there is every chance we then get a smaller degree Wave v up (once September opex is done, a wall of puts will expire and market-maker short hedges will need to be covered, which can drive a move upwards).</p><p>And if that Wave v happens, and for it to be a Wave v it must peak above the Wave iii high - then that&#39;s ongoing confirmation that the June lows were the lows. We aren&#39;t there yet. We need to see that Wave v exceed QQQ $335ish. But if we do? Well, if that Wave v does arrive, the bear argument - that we&#39;re in a downwards channel that started last November and has featured only countertrend rallies since then - starts to look a lot weaker. Not necessarily wrong, anything can change, but weaker.</p><p>Then the outlook can be like ... this. A final flourish in the larger degree to complete a 5-wave cycle up off of those 2018 lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/915355750cdd99c2cfca3f27e8bcdada\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"/><span>QQQ Chart (TrendSpider, Cestrian Analysis)</span></p><p>Now, we don&#39;t think this is a Wen Moon situation. We can make a technical argument that QQQ will peak in a Wave 5 in the 500s, 550s even, and maybe it will. But for the record and until facts disturb our opinion, we think that QQQ will make a new high in 2023, maybe early 2024. And then put in a Yikes Wave 2 in the even-larger-degree. Because those 1, 2, 3, 4, 5 waves up you see from 2018 to (maybe) 2023-4? They combine to form probably a Wave 1 up. Which means a Yikes Wave 2 next. Or, maybe they combine to form a Wave 3 up. In which case it&#39;s a Doom N Gloom Forever Wave 4 next. Either way, down. In our<i>Growth Investor Pro</i>service we lean bullish right now but much of our work positioning for possible upside ahead is done - we have our stocks and ETFs set up with stop ideas and accumulation price zones and price targets and all that. More of our time right now is being spent on ... how do we make big from the move down that comes after the next high. And for that? Stay tuned.</p><p>Oh and by the way. Want to play QQQ to the long side? Consider this approach.</p><p>1 - Wait to see if QQQ moves up above $288, which is the 0.786 retrace of the smaller-degree Wave iv above.</p><p>2 - If no, wait. (This is like one of those early multi-user dungeon games. &#34;Time passes ....&#34;)</p><p>3 - If yes, consider buying with a stop-loss a little below that $288 level ... $270-274 makes sense as it&#39;s below the Wave ii low so if it gets there, something has gone wrong.</p><p>4 - Consider accumulating a position in the range of $290-$300, slowly over time, buying on red days not green days.</p><p>5 - Consider holding to see if we can make it to $335 - the potential Wave v high. That&#39;s &gt;10% free money if so. At which point you can set a trailing stop or move your stops up or similar and then just decide how much of an ulcer you want to develop whilst waiting to see if QQQ can indeed beat the 2021 high.</p><p>Good luck to all!</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>Dare To Dream: Can QQQ Make New All-Time Highs In 2023?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDare To Dream: Can QQQ Make New All-Time Highs In 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541458-can-qqq-make-new-all-time-highs-in-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryYou may have noticed that sentiment is dour at present. And when we say dour, we mean miserable. Utterly despondent, in fact.We don't share this view at all. We believe that securities prices ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541458-can-qqq-make-new-all-time-highs-in-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4541458-can-qqq-make-new-all-time-highs-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193038112","content_text":"SummaryYou may have noticed that sentiment is dour at present. And when we say dour, we mean miserable. Utterly despondent, in fact.We don't share this view at all. We believe that securities prices run to their own tune, usually ahead of rather than in response to the news.And we think the June low in the QQQ was the low, which means we think QQQ can make a new high in 2023.We explain all below and lay out price targets, together with stop-loss levels just in case this idea does prove as nuts as it sounds.AntonioSolano/iStock via Getty ImagesVoodoo Nonsense - Ignore!Technical analysis is like democracy. It's the worst tool anyone can think of for the job, except for all the other tools that anyone has yet thought of. Let's take the Nasdaq-100 index, in its QQQ ETF format. If you could construct any coherent narrative as to why the ETF fell to the level it did in the COVID crisis, ran up to the level it did in 2021, and then corrected to the level it has in 2022, we're all ears. We don't mean \"why did it sell off hard into COVID\" or \"why did it turn weak come 2022?\" We mean, why did it find support and resistance at those specific levels?If you use fairly standard Elliott Wave and Fibonacci measures, the QQQ confirms almost perfectly to textbook levels since the 2018 lows. And because the pattern fits so well, in the larger and smaller degree, one has to ask oneself... are the Doom-Mongers of Fin Twit really correct that it's all going to zero?Let's first of all take a look at the move from the Q4 2018 lows to the Q4 2021 highs. QQQ Chart (TrendSpider, Cestrian Analysis)The first thing to note is the start point. Right at the end of Q4 2018 the Fed had tried to normalize monetary policy by raising rates and planning to shrink, not grow, the size of its balance sheet. This caused a market tantrum such that most all of 2018's gains in the S&P or the Nasdaq were wiped out. The bottom came in right at the end of the year. We can call that Point Zero.QQQ then rose in a Wave 1 up, peaking at around $237 in February 2020, a fairly quick gain of 65% in the prior fourteen months or so. The chat at the time was that this was nuts and couldn't last.Yikes, Freak Out!!Now a very interesting thing happens. COVID hits and naturally enough the world freaks out as do investors. Rather surprisingly however, it turns out one can model a \"yikes freak out\" reaction in the market. \"Yikes freak out\" usually means a Wave 2 down, a fast and deep drop. And very often a Wave 2 down finds support at the 61.8% or 78.6% retracement of the prior Wave 1 up. The Covid lows in the QQQ werepreciselya 78.6% drop from the Wave 1 highs back towards Point Zero. Likely not a coincidence.Now The Long Road To HappinessAfter a \"Yikes Freak Out\" Wave 2 comes a Wave 3 which are typically powerful upward moves. Which is what happens to the Qs coming out of COVID. You know all the reasons why it is said this happens - Fed helicopter money, crypto bros, work from home tech refresh cycle, all that - but put that aside for a moment because, really, who cares why it happened. Let's measure what happened. The chart above shows this. Wave 3s typically terminate at a minimum of the 100% extension of the prior Wave 1, and more commonly the 161.8% extension. More bullish levels are the 261.8%, 361.8%, and so on. (By the way, if Fibonacci extensions are new to you, fear not. Whilst the theory behindwhyFibonacci numbers matter is complicated, the math involved in calculating how they apply to stock prices is not. The 161.8% extension of Wave 1 is calculated thus: take the stock price movement in Wave 1, multiply it by 1.618, and add that to the stock price at the Wave 2 low, hey presto, that's the 161.8% extension of Wave 1). Anyway. You can see that at the most recent all-time high, QQQ hit the 261.8% (=2.618) extension of Wave 1 almost to the dollar. Again, probably not a coincidence.Then Comes Boiling The Frog2022 comes and here we go with a Wave 4 down. Psychologically, emotionally, and potentially financially, Wave 4s are tough. Most people have become accustomed to the occasional shock and awe flash crash Wave 2. The panic is over as soon as it began. Also due to the mass psychology involved, which usually translates assomeone has to do something, very often, someone does in fact do something - COVID stimulus being a prime example. But in a slow-boil Wave 4, the panic never really rises. Instead it's a stages-of-grief thing where if you're not careful you end up accepting and moving on. Which means you toss your account overboard and start a new day. Except you don't, because that's usually when the market rebounds and then you are too stunned to do anything about it, fearful that you will just buy into the next leg down. Actually the first half of 2022 saw Big Money do a fine job of work in this regard. If you look at how one measure of volatility, the Vix index, has moved vs. the panics of 2020 and indeed the Fed-tightening fear in 2018, it has barely moved at all - just traded sideways in a channel.Vix Chart (TradingView, Cestrian \"Analysis\")There are many reasons for this but chief amongst them has been the institutional use of out-of-the-money index puts that have been rolled out and down through the first half, slow and steady, no freaking out, just dragging down the indices and their proxy ETFs as market makers have had to sell those indices in order to hedge their positions (having sold puts to institutions, market makers are then long the market, so have to sell underlying securities in order to get back to neutral).And this wave 4 right here is what has caused the it's-all-over mentality to take hold, in our view.QQQ Chart (TrendSpider, Cestrian Analysis)It's been a deeper-than-expected correction for sure. With a 78.6% retraced Wave 2 you might normally expect a 38.2% retraced Wave 4 - that's based on nothing other than pattern recognition. The 38.2% retracement of Wave 3 was $315, which is where the QQQ set up camp for a while in February this year, before head-faking to the upside then digging for victory once more. Thus far the Wave 4 looks to have bottomed in June, between the 50% and 61.8% retracements of Wave 3.Wait, Isn't This A Bullish Article?So, the title of this article is, \"Dare To Dream\". Looks more like a nightmare for 2022. Or does it? Let's zoom in to see what has happened since those June lows.QQQ Chart (TrendSpider, Cestrian Analysis)The waves & Fibonacci approach works in smaller and larger degrees. One cannot say that it's truly fractal in nature, as is often claimed, since there's no perfectly-repeating pattern in smaller and smaller degrees, but we can say that because the extensions and retracements are merely emotional and/or algorithmic reactions to the most recent price movements, they are self-referential in nature and that is why they scale up and down - because a larger degree move is relative to an earlier larger degree move, and a smaller degree move is relative to an earlier smaller degree move.Look at the 5-waves up from the June lows. The Fib levels work nicely - a 78.6% retrace Wave ii, a 223.6% Wave iii extension of Wave i, and we'll see what happens with September options expiry (that's today at the time of writing) does to the Wave iv. But so far there is every chance we then get a smaller degree Wave v up (once September opex is done, a wall of puts will expire and market-maker short hedges will need to be covered, which can drive a move upwards).And if that Wave v happens, and for it to be a Wave v it must peak above the Wave iii high - then that's ongoing confirmation that the June lows were the lows. We aren't there yet. We need to see that Wave v exceed QQQ $335ish. But if we do? Well, if that Wave v does arrive, the bear argument - that we're in a downwards channel that started last November and has featured only countertrend rallies since then - starts to look a lot weaker. Not necessarily wrong, anything can change, but weaker.Then the outlook can be like ... this. A final flourish in the larger degree to complete a 5-wave cycle up off of those 2018 lows.QQQ Chart (TrendSpider, Cestrian Analysis)Now, we don't think this is a Wen Moon situation. We can make a technical argument that QQQ will peak in a Wave 5 in the 500s, 550s even, and maybe it will. But for the record and until facts disturb our opinion, we think that QQQ will make a new high in 2023, maybe early 2024. And then put in a Yikes Wave 2 in the even-larger-degree. Because those 1, 2, 3, 4, 5 waves up you see from 2018 to (maybe) 2023-4? They combine to form probably a Wave 1 up. Which means a Yikes Wave 2 next. Or, maybe they combine to form a Wave 3 up. In which case it's a Doom N Gloom Forever Wave 4 next. Either way, down. In ourGrowth Investor Proservice we lean bullish right now but much of our work positioning for possible upside ahead is done - we have our stocks and ETFs set up with stop ideas and accumulation price zones and price targets and all that. More of our time right now is being spent on ... how do we make big from the move down that comes after the next high. And for that? Stay tuned.Oh and by the way. Want to play QQQ to the long side? Consider this approach.1 - Wait to see if QQQ moves up above $288, which is the 0.786 retrace of the smaller-degree Wave iv above.2 - If no, wait. (This is like one of those early multi-user dungeon games. \"Time passes ....\")3 - If yes, consider buying with a stop-loss a little below that $288 level ... $270-274 makes sense as it's below the Wave ii low so if it gets there, something has gone wrong.4 - Consider accumulating a position in the range of $290-$300, slowly over time, buying on red days not green days.5 - Consider holding to see if we can make it to $335 - the potential Wave v high. That's >10% free money if so. At which point you can set a trailing stop or move your stops up or similar and then just decide how much of an ulcer you want to develop whilst waiting to see if QQQ can indeed beat the 2021 high.Good luck to all!","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934997826,"gmtCreate":1663170232265,"gmtModify":1676537219435,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"0\"></v-v>hmmm","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a><v-v data-views=\"0\"></v-v>hmmm","text":"$S&P 500(.SPX)$hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934997826","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935611884,"gmtCreate":1663079895748,"gmtModify":1676537198665,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a><v-v data-views=\"0\"></v-v>hm","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a><v-v data-views=\"0\"></v-v>hm","text":"$NASDAQ(.IXIC)$hm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935611884","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932910646,"gmtCreate":1662862170785,"gmtModify":1676537152716,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"😊😊😊😆😆😆","listText":"😊😊😊😆😆😆","text":"😊😊😊😆😆😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932910646","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936160017,"gmtCreate":1662728864739,"gmtModify":1676537128224,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a><v-v data-views=\"0\"></v-v>ok","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a><v-v data-views=\"0\"></v-v>ok","text":"$NASDAQ(.IXIC)$ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936160017","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938193578,"gmtCreate":1662575254894,"gmtModify":1676537090718,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938193578","repostId":"1150599799","repostType":2,"repost":{"id":"1150599799","pubTimestamp":1662563145,"share":"https://ttm.financial/m/news/1150599799?lang=&edition=fundamental","pubTime":"2022-09-07 23:05","market":"us","language":"en","title":"Apple Cuts Shipment Forecasts for New MacBook Pro up to 30%: Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1150599799","media":"Seeking Alpha","summary":"Apple (NASDAQ:AAPL) has reportedly cut shipment forecasts for its new MacBook Pro laptops up to 30% ","content":"<html><head></head><body><p>Apple (NASDAQ:AAPL) has reportedly cut shipment forecasts for its new MacBook Pro laptops up to 30% before the computer has gone into mass production, a top analyst said on Wednesday.</p><p>TF International Securities analyst Ming-Chi Kuo tweeted that the tech giant cut orders for both the 14-inch and 16-inch versions of the computer, which is expected to be announced later this year. Kuo called the development a &#34;structural risk&#34; to component suppliers.</p><p>&#34;It is infrequent for Apple to cut orders before the peak season/new product mass production, which means that the demand is significantly lower than Apple’s expectations, so MacBook shipments may continue to decline [year-over-year] at least in [first-half of 2023],&#34; Kuo wrote in a blog post.</p><p>Kuo added that the global economic weakness and decline in employees working from home are the &#34;main reasons&#34; for the order cut and the negative effects should last anywhere between six and nine months.</p><p>Apple (AAPL) shares fell less than 0.5% to $153.96 on Wednesday.</p><p>Kuo also pointed out that the new 14-inch and 16-inch MacBook Pros are expected to have new processors, which would be the &#34;main upgrade&#34; from past versions of the computer.</p><p>&#34;The biggest selling point of the MacBook Pro is the Apple processor (adopting high-end ABF substrate) and Mini-LED display, so the significantly lower-than-expected demand for MacBook Pro is a structural risk to the high-end ABF substrate and Mini-LED sectors,&#34; Kuo explained.</p><p>The analyst pointed out that while Apple&#39;s (AAPL) MacBook order cut is smaller than its competitors, it means its high-end products are &#34;not immune&#34; to the economic weakening.</p><p>Cupertino, California-based Apple (AAPL) is set to host a product event today, where it is widely expected to announce new versions of its iPhone, Apple Watch and AirPods.</p><p>On Tuesday, research firm Appsumer reported that Apple (AAPL) has seen a &#34;significant boost&#34;in its advertising business following the release of its App Tracking Transparency initiatives.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Cuts Shipment Forecasts for New MacBook Pro up to 30%: Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Cuts Shipment Forecasts for New MacBook Pro up to 30%: Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3880884-apple-cuts-shipment-forecasts-for-new-macbook-pro-up-to-30-analyst><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (NASDAQ:AAPL) has reportedly cut shipment forecasts for its new MacBook Pro laptops up to 30% before the computer has gone into mass production, a top analyst said on Wednesday.TF International ...</p>\n\n<a href=\"https://seekingalpha.com/news/3880884-apple-cuts-shipment-forecasts-for-new-macbook-pro-up-to-30-analyst\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3880884-apple-cuts-shipment-forecasts-for-new-macbook-pro-up-to-30-analyst","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150599799","content_text":"Apple (NASDAQ:AAPL) has reportedly cut shipment forecasts for its new MacBook Pro laptops up to 30% before the computer has gone into mass production, a top analyst said on Wednesday.TF International Securities analyst Ming-Chi Kuo tweeted that the tech giant cut orders for both the 14-inch and 16-inch versions of the computer, which is expected to be announced later this year. Kuo called the development a \"structural risk\" to component suppliers.\"It is infrequent for Apple to cut orders before the peak season/new product mass production, which means that the demand is significantly lower than Apple’s expectations, so MacBook shipments may continue to decline [year-over-year] at least in [first-half of 2023],\" Kuo wrote in a blog post.Kuo added that the global economic weakness and decline in employees working from home are the \"main reasons\" for the order cut and the negative effects should last anywhere between six and nine months.Apple (AAPL) shares fell less than 0.5% to $153.96 on Wednesday.Kuo also pointed out that the new 14-inch and 16-inch MacBook Pros are expected to have new processors, which would be the \"main upgrade\" from past versions of the computer.\"The biggest selling point of the MacBook Pro is the Apple processor (adopting high-end ABF substrate) and Mini-LED display, so the significantly lower-than-expected demand for MacBook Pro is a structural risk to the high-end ABF substrate and Mini-LED sectors,\" Kuo explained.The analyst pointed out that while Apple's (AAPL) MacBook order cut is smaller than its competitors, it means its high-end products are \"not immune\" to the economic weakening.Cupertino, California-based Apple (AAPL) is set to host a product event today, where it is widely expected to announce new versions of its iPhone, Apple Watch and AirPods.On Tuesday, research firm Appsumer reported that Apple (AAPL) has seen a \"significant boost\"in its advertising business following the release of its App Tracking Transparency initiatives.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938392334,"gmtCreate":1662556936228,"gmtModify":1676537087091,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"0\"></v-v>down","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"0\"></v-v>down","text":"$NVIDIA Corp(NVDA)$down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938392334","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9937684846,"gmtCreate":1663421423386,"gmtModify":1676537268391,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937684846","repostId":"1193038112","repostType":4,"repost":{"id":"1193038112","pubTimestamp":1663373059,"share":"https://ttm.financial/m/news/1193038112?lang=&edition=fundamental","pubTime":"2022-09-17 08:04","market":"us","language":"en","title":"Dare To Dream: Can QQQ Make New All-Time Highs In 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=1193038112","media":"Seeking Alpha","summary":"SummaryYou may have noticed that sentiment is dour at present. And when we say dour, we mean miserab","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>You may have noticed that sentiment is dour at present. And when we say dour, we mean miserable. Utterly despondent, in fact.</li><li>We don&#39;t share this view at all. We believe that securities prices run to their own tune, usually ahead of rather than in response to the news.</li><li>And we think the June low in the QQQ was the low, which means we think QQQ can make a new high in 2023.</li><li>We explain all below and lay out price targets, together with stop-loss levels just in case this idea does prove as nuts as it sounds.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ffbc2edd68801fb0645bd8cc8e54714\" tg-width=\"1080\" tg-height=\"497\" width=\"100%\" height=\"auto\"/><span>AntonioSolano/iStock via Getty Images</span></p><p><b>Voodoo Nonsense - Ignore!</b></p><p>Technical analysis is like democracy. It&#39;s the worst tool anyone can think of for the job, except for all the other tools that anyone has yet thought of. Let&#39;s take the Nasdaq-100 index, in its QQQ ETF format. If you could construct any coherent narrative as to why the ETF fell to the level it did in the COVID crisis, ran up to the level it did in 2021, and then corrected to the level it has in 2022, we&#39;re all ears. We don&#39;t mean &#34;why did it sell off hard into COVID&#34; or &#34;why did it turn weak come 2022?&#34; We mean, why did it find support and resistance at those specific levels?</p><p>If you use fairly standard Elliott Wave and Fibonacci measures, the QQQ confirms almost perfectly to textbook levels since the 2018 lows. And because the pattern fits so well, in the larger and smaller degree, one has to ask oneself... are the Doom-Mongers of Fin Twit really correct that it&#39;s all going to zero?</p><p>Let&#39;s first of all take a look at the move from the Q4 2018 lows to the Q4 2021 highs. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c9120d3593db409e5b620370d28decd\" tg-width=\"640\" tg-height=\"297\" width=\"100%\" height=\"auto\"/><span>QQQ Chart (TrendSpider, Cestrian Analysis)</span></p><p>The first thing to note is the start point. Right at the end of Q4 2018 the Fed had tried to normalize monetary policy by raising rates and planning to shrink, not grow, the size of its balance sheet. This caused a market tantrum such that most all of 2018&#39;s gains in the S&amp;P or the Nasdaq were wiped out. The bottom came in right at the end of the year. We can call that Point Zero.</p><p>QQQ then rose in a Wave 1 up, peaking at around $237 in February 2020, a fairly quick gain of 65% in the prior fourteen months or so. The chat at the time was that this was nuts and couldn&#39;t last.</p><p>Yikes, Freak Out!!</p><p>Now a very interesting thing happens. COVID hits and naturally enough the world freaks out as do investors. Rather surprisingly however, it turns out one can model a &#34;yikes freak out&#34; reaction in the market. &#34;Yikes freak out&#34; usually means a Wave 2 down, a fast and deep drop. And very often a Wave 2 down finds support at the 61.8% or 78.6% retracement of the prior Wave 1 up. The Covid lows in the QQQ were<i>precisely</i>a 78.6% drop from the Wave 1 highs back towards Point Zero. Likely not a coincidence.</p><p><b>Now The Long Road To Happiness</b></p><p>After a &#34;Yikes Freak Out&#34; Wave 2 comes a Wave 3 which are typically powerful upward moves. Which is what happens to the Qs coming out of COVID. You know all the reasons <i>why</i> it is said this happens - Fed helicopter money, crypto bros, work from home tech refresh cycle, all that - but put that aside for a moment because, really, who cares <i>why</i> it happened. Let&#39;s <i>measure</i> what happened. The chart above shows this. Wave 3s typically terminate at a minimum of the 100% extension of the prior Wave 1, and more commonly the 161.8% extension. More bullish levels are the 261.8%, 361.8%, and so on. (By the way, if Fibonacci extensions are new to you, fear not. Whilst the theory behind<i>why</i>Fibonacci numbers matter is complicated, the math involved in calculating how they apply to stock prices is not. The 161.8% extension of Wave 1 is calculated thus: take the stock price movement in Wave 1, multiply it by 1.618, and add that to the stock price at the Wave 2 low, hey presto, that&#39;s the 161.8% extension of Wave 1). Anyway. You can see that at the most recent all-time high, QQQ hit the 261.8% (=2.618) extension of Wave 1 almost to the dollar. Again, probably not a coincidence.</p><p><b>Then Comes Boiling The Frog</b></p><p>2022 comes and here we go with a Wave 4 down. Psychologically, emotionally, and potentially financially, Wave 4s are tough. Most people have become accustomed to the occasional shock and awe flash crash Wave 2. The panic is over as soon as it began. Also due to the mass psychology involved, which usually translates as<i>someone has to do something</i>, very often, someone does in fact do something - COVID stimulus being a prime example. But in a slow-boil Wave 4, the panic never really rises. Instead it&#39;s a stages-of-grief thing where if you&#39;re not careful you end up accepting and moving on. Which means you toss your account overboard and start a new day. Except you don&#39;t, because that&#39;s usually when the market rebounds and then you are too stunned to do anything about it, fearful that you will just buy into the next leg down. Actually the first half of 2022 saw Big Money do a fine job of work in this regard. If you look at how one measure of volatility, the Vix index, has moved vs. the panics of 2020 and indeed the Fed-tightening fear in 2018, it has barely moved at all - just traded sideways in a channel.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae14b1ca4f0561e9aa095aa32de983e2\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"/><span>Vix Chart (TradingView, Cestrian &#34;Analysis&#34;)</span></p><p>There are many reasons for this but chief amongst them has been the institutional use of out-of-the-money index puts that have been rolled out and down through the first half, slow and steady, no freaking out, just dragging down the indices and their proxy ETFs as market makers have had to sell those indices in order to hedge their positions (having sold puts to institutions, market makers are then long the market, so have to sell underlying securities in order to get back to neutral).</p><p>And this wave 4 right here is what has caused the it&#39;s-all-over mentality to take hold, in our view.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52a7ab589c32698e50b1eb8755902c70\" tg-width=\"640\" tg-height=\"302\" width=\"100%\" height=\"auto\"/><span>QQQ Chart (TrendSpider, Cestrian Analysis)</span></p><p>It&#39;s been a deeper-than-expected correction for sure. With a 78.6% retraced Wave 2 you might normally expect a 38.2% retraced Wave 4 - that&#39;s based on nothing other than pattern recognition. The 38.2% retracement of Wave 3 was $315, which is where the QQQ set up camp for a while in February this year, before head-faking to the upside then digging for victory once more. Thus far the Wave 4 looks to have bottomed in June, between the 50% and 61.8% retracements of Wave 3.</p><p><b>Wait, Isn&#39;t This A Bullish Article?</b></p><p>So, the title of this article is, &#34;Dare To Dream&#34;. Looks more like a nightmare for 2022. Or does it? Let&#39;s zoom in to see what has happened since those June lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/941554bdc300eb4dad173f18f77aeafc\" tg-width=\"640\" tg-height=\"299\" width=\"100%\" height=\"auto\"/><span>QQQ Chart (TrendSpider, Cestrian Analysis)</span></p><p>The waves &amp; Fibonacci approach works in smaller and larger degrees. One cannot say that it&#39;s truly fractal in nature, as is often claimed, since there&#39;s no perfectly-repeating pattern in smaller and smaller degrees, but we can say that because the extensions and retracements are merely emotional and/or algorithmic reactions to the most recent price movements, they are self-referential in nature and that is why they scale up and down - because a larger degree move is relative to an earlier larger degree move, and a smaller degree move is relative to an earlier smaller degree move.</p><p>Look at the 5-waves up from the June lows. The Fib levels work nicely - a 78.6% retrace Wave ii, a 223.6% Wave iii extension of Wave i, and we&#39;ll see what happens with September options expiry (that&#39;s today at the time of writing) does to the Wave iv. But so far there is every chance we then get a smaller degree Wave v up (once September opex is done, a wall of puts will expire and market-maker short hedges will need to be covered, which can drive a move upwards).</p><p>And if that Wave v happens, and for it to be a Wave v it must peak above the Wave iii high - then that&#39;s ongoing confirmation that the June lows were the lows. We aren&#39;t there yet. We need to see that Wave v exceed QQQ $335ish. But if we do? Well, if that Wave v does arrive, the bear argument - that we&#39;re in a downwards channel that started last November and has featured only countertrend rallies since then - starts to look a lot weaker. Not necessarily wrong, anything can change, but weaker.</p><p>Then the outlook can be like ... this. A final flourish in the larger degree to complete a 5-wave cycle up off of those 2018 lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/915355750cdd99c2cfca3f27e8bcdada\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"/><span>QQQ Chart (TrendSpider, Cestrian Analysis)</span></p><p>Now, we don&#39;t think this is a Wen Moon situation. We can make a technical argument that QQQ will peak in a Wave 5 in the 500s, 550s even, and maybe it will. But for the record and until facts disturb our opinion, we think that QQQ will make a new high in 2023, maybe early 2024. And then put in a Yikes Wave 2 in the even-larger-degree. Because those 1, 2, 3, 4, 5 waves up you see from 2018 to (maybe) 2023-4? They combine to form probably a Wave 1 up. Which means a Yikes Wave 2 next. Or, maybe they combine to form a Wave 3 up. In which case it&#39;s a Doom N Gloom Forever Wave 4 next. Either way, down. In our<i>Growth Investor Pro</i>service we lean bullish right now but much of our work positioning for possible upside ahead is done - we have our stocks and ETFs set up with stop ideas and accumulation price zones and price targets and all that. More of our time right now is being spent on ... how do we make big from the move down that comes after the next high. And for that? Stay tuned.</p><p>Oh and by the way. Want to play QQQ to the long side? Consider this approach.</p><p>1 - Wait to see if QQQ moves up above $288, which is the 0.786 retrace of the smaller-degree Wave iv above.</p><p>2 - If no, wait. (This is like one of those early multi-user dungeon games. &#34;Time passes ....&#34;)</p><p>3 - If yes, consider buying with a stop-loss a little below that $288 level ... $270-274 makes sense as it&#39;s below the Wave ii low so if it gets there, something has gone wrong.</p><p>4 - Consider accumulating a position in the range of $290-$300, slowly over time, buying on red days not green days.</p><p>5 - Consider holding to see if we can make it to $335 - the potential Wave v high. That&#39;s &gt;10% free money if so. At which point you can set a trailing stop or move your stops up or similar and then just decide how much of an ulcer you want to develop whilst waiting to see if QQQ can indeed beat the 2021 high.</p><p>Good luck to all!</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>Dare To Dream: Can QQQ Make New All-Time Highs In 2023?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDare To Dream: Can QQQ Make New All-Time Highs In 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541458-can-qqq-make-new-all-time-highs-in-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryYou may have noticed that sentiment is dour at present. And when we say dour, we mean miserable. Utterly despondent, in fact.We don't share this view at all. We believe that securities prices ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541458-can-qqq-make-new-all-time-highs-in-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4541458-can-qqq-make-new-all-time-highs-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193038112","content_text":"SummaryYou may have noticed that sentiment is dour at present. And when we say dour, we mean miserable. Utterly despondent, in fact.We don't share this view at all. We believe that securities prices run to their own tune, usually ahead of rather than in response to the news.And we think the June low in the QQQ was the low, which means we think QQQ can make a new high in 2023.We explain all below and lay out price targets, together with stop-loss levels just in case this idea does prove as nuts as it sounds.AntonioSolano/iStock via Getty ImagesVoodoo Nonsense - Ignore!Technical analysis is like democracy. It's the worst tool anyone can think of for the job, except for all the other tools that anyone has yet thought of. Let's take the Nasdaq-100 index, in its QQQ ETF format. If you could construct any coherent narrative as to why the ETF fell to the level it did in the COVID crisis, ran up to the level it did in 2021, and then corrected to the level it has in 2022, we're all ears. We don't mean \"why did it sell off hard into COVID\" or \"why did it turn weak come 2022?\" We mean, why did it find support and resistance at those specific levels?If you use fairly standard Elliott Wave and Fibonacci measures, the QQQ confirms almost perfectly to textbook levels since the 2018 lows. And because the pattern fits so well, in the larger and smaller degree, one has to ask oneself... are the Doom-Mongers of Fin Twit really correct that it's all going to zero?Let's first of all take a look at the move from the Q4 2018 lows to the Q4 2021 highs. QQQ Chart (TrendSpider, Cestrian Analysis)The first thing to note is the start point. Right at the end of Q4 2018 the Fed had tried to normalize monetary policy by raising rates and planning to shrink, not grow, the size of its balance sheet. This caused a market tantrum such that most all of 2018's gains in the S&P or the Nasdaq were wiped out. The bottom came in right at the end of the year. We can call that Point Zero.QQQ then rose in a Wave 1 up, peaking at around $237 in February 2020, a fairly quick gain of 65% in the prior fourteen months or so. The chat at the time was that this was nuts and couldn't last.Yikes, Freak Out!!Now a very interesting thing happens. COVID hits and naturally enough the world freaks out as do investors. Rather surprisingly however, it turns out one can model a \"yikes freak out\" reaction in the market. \"Yikes freak out\" usually means a Wave 2 down, a fast and deep drop. And very often a Wave 2 down finds support at the 61.8% or 78.6% retracement of the prior Wave 1 up. The Covid lows in the QQQ werepreciselya 78.6% drop from the Wave 1 highs back towards Point Zero. Likely not a coincidence.Now The Long Road To HappinessAfter a \"Yikes Freak Out\" Wave 2 comes a Wave 3 which are typically powerful upward moves. Which is what happens to the Qs coming out of COVID. You know all the reasons why it is said this happens - Fed helicopter money, crypto bros, work from home tech refresh cycle, all that - but put that aside for a moment because, really, who cares why it happened. Let's measure what happened. The chart above shows this. Wave 3s typically terminate at a minimum of the 100% extension of the prior Wave 1, and more commonly the 161.8% extension. More bullish levels are the 261.8%, 361.8%, and so on. (By the way, if Fibonacci extensions are new to you, fear not. Whilst the theory behindwhyFibonacci numbers matter is complicated, the math involved in calculating how they apply to stock prices is not. The 161.8% extension of Wave 1 is calculated thus: take the stock price movement in Wave 1, multiply it by 1.618, and add that to the stock price at the Wave 2 low, hey presto, that's the 161.8% extension of Wave 1). Anyway. You can see that at the most recent all-time high, QQQ hit the 261.8% (=2.618) extension of Wave 1 almost to the dollar. Again, probably not a coincidence.Then Comes Boiling The Frog2022 comes and here we go with a Wave 4 down. Psychologically, emotionally, and potentially financially, Wave 4s are tough. Most people have become accustomed to the occasional shock and awe flash crash Wave 2. The panic is over as soon as it began. Also due to the mass psychology involved, which usually translates assomeone has to do something, very often, someone does in fact do something - COVID stimulus being a prime example. But in a slow-boil Wave 4, the panic never really rises. Instead it's a stages-of-grief thing where if you're not careful you end up accepting and moving on. Which means you toss your account overboard and start a new day. Except you don't, because that's usually when the market rebounds and then you are too stunned to do anything about it, fearful that you will just buy into the next leg down. Actually the first half of 2022 saw Big Money do a fine job of work in this regard. If you look at how one measure of volatility, the Vix index, has moved vs. the panics of 2020 and indeed the Fed-tightening fear in 2018, it has barely moved at all - just traded sideways in a channel.Vix Chart (TradingView, Cestrian \"Analysis\")There are many reasons for this but chief amongst them has been the institutional use of out-of-the-money index puts that have been rolled out and down through the first half, slow and steady, no freaking out, just dragging down the indices and their proxy ETFs as market makers have had to sell those indices in order to hedge their positions (having sold puts to institutions, market makers are then long the market, so have to sell underlying securities in order to get back to neutral).And this wave 4 right here is what has caused the it's-all-over mentality to take hold, in our view.QQQ Chart (TrendSpider, Cestrian Analysis)It's been a deeper-than-expected correction for sure. With a 78.6% retraced Wave 2 you might normally expect a 38.2% retraced Wave 4 - that's based on nothing other than pattern recognition. The 38.2% retracement of Wave 3 was $315, which is where the QQQ set up camp for a while in February this year, before head-faking to the upside then digging for victory once more. Thus far the Wave 4 looks to have bottomed in June, between the 50% and 61.8% retracements of Wave 3.Wait, Isn't This A Bullish Article?So, the title of this article is, \"Dare To Dream\". Looks more like a nightmare for 2022. Or does it? Let's zoom in to see what has happened since those June lows.QQQ Chart (TrendSpider, Cestrian Analysis)The waves & Fibonacci approach works in smaller and larger degrees. One cannot say that it's truly fractal in nature, as is often claimed, since there's no perfectly-repeating pattern in smaller and smaller degrees, but we can say that because the extensions and retracements are merely emotional and/or algorithmic reactions to the most recent price movements, they are self-referential in nature and that is why they scale up and down - because a larger degree move is relative to an earlier larger degree move, and a smaller degree move is relative to an earlier smaller degree move.Look at the 5-waves up from the June lows. The Fib levels work nicely - a 78.6% retrace Wave ii, a 223.6% Wave iii extension of Wave i, and we'll see what happens with September options expiry (that's today at the time of writing) does to the Wave iv. But so far there is every chance we then get a smaller degree Wave v up (once September opex is done, a wall of puts will expire and market-maker short hedges will need to be covered, which can drive a move upwards).And if that Wave v happens, and for it to be a Wave v it must peak above the Wave iii high - then that's ongoing confirmation that the June lows were the lows. We aren't there yet. We need to see that Wave v exceed QQQ $335ish. But if we do? Well, if that Wave v does arrive, the bear argument - that we're in a downwards channel that started last November and has featured only countertrend rallies since then - starts to look a lot weaker. Not necessarily wrong, anything can change, but weaker.Then the outlook can be like ... this. A final flourish in the larger degree to complete a 5-wave cycle up off of those 2018 lows.QQQ Chart (TrendSpider, Cestrian Analysis)Now, we don't think this is a Wen Moon situation. We can make a technical argument that QQQ will peak in a Wave 5 in the 500s, 550s even, and maybe it will. But for the record and until facts disturb our opinion, we think that QQQ will make a new high in 2023, maybe early 2024. And then put in a Yikes Wave 2 in the even-larger-degree. Because those 1, 2, 3, 4, 5 waves up you see from 2018 to (maybe) 2023-4? They combine to form probably a Wave 1 up. Which means a Yikes Wave 2 next. Or, maybe they combine to form a Wave 3 up. In which case it's a Doom N Gloom Forever Wave 4 next. Either way, down. In ourGrowth Investor Proservice we lean bullish right now but much of our work positioning for possible upside ahead is done - we have our stocks and ETFs set up with stop ideas and accumulation price zones and price targets and all that. More of our time right now is being spent on ... how do we make big from the move down that comes after the next high. And for that? Stay tuned.Oh and by the way. Want to play QQQ to the long side? Consider this approach.1 - Wait to see if QQQ moves up above $288, which is the 0.786 retrace of the smaller-degree Wave iv above.2 - If no, wait. (This is like one of those early multi-user dungeon games. \"Time passes ....\")3 - If yes, consider buying with a stop-loss a little below that $288 level ... $270-274 makes sense as it's below the Wave ii low so if it gets there, something has gone wrong.4 - Consider accumulating a position in the range of $290-$300, slowly over time, buying on red days not green days.5 - Consider holding to see if we can make it to $335 - the potential Wave v high. That's >10% free money if so. At which point you can set a trailing stop or move your stops up or similar and then just decide how much of an ulcer you want to develop whilst waiting to see if QQQ can indeed beat the 2021 high.Good luck to all!","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911959519,"gmtCreate":1664121369131,"gmtModify":1676537393155,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911959519","repostId":"2269851304","repostType":4,"repost":{"id":"2269851304","weMediaInfo":{"introduction":"Everything about China's Innovation","home_visible":1,"media_name":"Pandaily","id":"1045030379","head_image":"https://community-static.tradeup.com/news/aea029d3817be732c49c2a6b4e47b544"},"pubTimestamp":1664076318,"share":"https://ttm.financial/m/news/2269851304?lang=&edition=fundamental","pubTime":"2022-09-25 11:25","market":"us","language":"en","title":"NIO to Hold Launch Event on Oct. 8 to Enter European Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269851304","media":"Pandaily","summary":"\nChinese electric vehicle maker NIO will hold its European launch event in Berlin on October 8, marking the firm's exploration of new business opportunities in Europe.\n","content":"<html><head></head><body><p>Chinese electric vehicle maker NIO will hold its European launch event in Berlin on October 8, marking the firm’s exploration of new business opportunities in Europe.</p><p>This event, dubbed “NIO Berlin 2022,” will be the first held by the firm outside its home market in China. “NIO House in Frankfurt is under construction. The 1,700-square-meter NIO House will open early next year,” said William Li, Chairman and CEO of NIO. Li also revealed the latest moves of NIO in the European market on the local version of the NIO app.</p><p>In addition to releasing information related to European market plans, William Li and Qin Lihong, Co-Founder and President of NIO, will drive the NIO ET7 from Frankfurt to kick off a 10-day road trip that will reach 10 European cities.</p><p>“The ET7 performs well on the Autobahn. Handling, comfort, NVH, sound system, energy consumption and NIO Pilot. Everything is superb! Our four-hour drive from Munich to Frankfurt was such a hassle-free journey. Lihong and Ralph, NIO Germany GM, also had a joyful trip to Frankfurt,” wrote Li.</p><p>In May last year, NIO announced its entry into the Norwegian market. In September 2021, the first NIO House outside China opened in Oslo, Norway. On August 22 this year, NIO announced that its ET7 will be available for pre-order and delivery in Germany, the Netherlands, Denmark, Sweden and Norway.</p><p>With the delivery of the vehicles, NIO synchronizes the layout of its battery swapping network. When NIO entered the Norwegian market in May last year, it announced that it would also launch the “battery as a service” (BaaS) model in Europe.</p><p>NIO will offer battery rental and replacement services in an effort to expand the electric vehicle market in Europe, Reuters reported on September 21. Sources said NIO is now looking for an asset management company in Europe to promote the business. The battery replacement service will allow users to obtain a fully charged battery in just a few minutes, saving a lot of charging time.</p><p>BaaS, which is based on vehicle-battery separation technology, reduces the cost of purchase for users. Over the past year, NIO has been experimenting with battery rental and replacement services for its ES8 SUV in Norway.</p><p>A NIO insider told Cailian Press that more than 90% of Norwegian users have chosen to rent batteries, making NIO determined to set up a battery service firm in Europe.</p><p>On September 16, the NIO Power Europe Plant in Budapest, Hungary, saw the first battery swap station roll off the production line and await shipment to Germany. “It took NIO only seven weeks from the announcement on July 29 to the first power station coming off the line,” Qin said at the time. “NIO will increase its investment in Hungary and establish the operational fulcrum of NIO‘s European strategy here.” In the second half of this year, NIO‘s power charging services will be officially launched in Germany, the Netherlands, Sweden and Denmark together with related products.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO to Hold Launch Event on Oct. 8 to Enter European Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO to Hold Launch Event on Oct. 8 to Enter European Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1045030379\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/aea029d3817be732c49c2a6b4e47b544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Pandaily </p>\n<p class=\"h-time\">2022-09-25 11:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese electric vehicle maker NIO will hold its European launch event in Berlin on October 8, marking the firm’s exploration of new business opportunities in Europe.</p><p>This event, dubbed “NIO Berlin 2022,” will be the first held by the firm outside its home market in China. “NIO House in Frankfurt is under construction. The 1,700-square-meter NIO House will open early next year,” said William Li, Chairman and CEO of NIO. Li also revealed the latest moves of NIO in the European market on the local version of the NIO app.</p><p>In addition to releasing information related to European market plans, William Li and Qin Lihong, Co-Founder and President of NIO, will drive the NIO ET7 from Frankfurt to kick off a 10-day road trip that will reach 10 European cities.</p><p>“The ET7 performs well on the Autobahn. Handling, comfort, NVH, sound system, energy consumption and NIO Pilot. Everything is superb! Our four-hour drive from Munich to Frankfurt was such a hassle-free journey. Lihong and Ralph, NIO Germany GM, also had a joyful trip to Frankfurt,” wrote Li.</p><p>In May last year, NIO announced its entry into the Norwegian market. In September 2021, the first NIO House outside China opened in Oslo, Norway. On August 22 this year, NIO announced that its ET7 will be available for pre-order and delivery in Germany, the Netherlands, Denmark, Sweden and Norway.</p><p>With the delivery of the vehicles, NIO synchronizes the layout of its battery swapping network. When NIO entered the Norwegian market in May last year, it announced that it would also launch the “battery as a service” (BaaS) model in Europe.</p><p>NIO will offer battery rental and replacement services in an effort to expand the electric vehicle market in Europe, Reuters reported on September 21. Sources said NIO is now looking for an asset management company in Europe to promote the business. The battery replacement service will allow users to obtain a fully charged battery in just a few minutes, saving a lot of charging time.</p><p>BaaS, which is based on vehicle-battery separation technology, reduces the cost of purchase for users. Over the past year, NIO has been experimenting with battery rental and replacement services for its ES8 SUV in Norway.</p><p>A NIO insider told Cailian Press that more than 90% of Norwegian users have chosen to rent batteries, making NIO determined to set up a battery service firm in Europe.</p><p>On September 16, the NIO Power Europe Plant in Budapest, Hungary, saw the first battery swap station roll off the production line and await shipment to Germany. “It took NIO only seven weeks from the announcement on July 29 to the first power station coming off the line,” Qin said at the time. “NIO will increase its investment in Hungary and establish the operational fulcrum of NIO‘s European strategy here.” In the second half of this year, NIO‘s power charging services will be officially launched in Germany, the Netherlands, Sweden and Denmark together with related products.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269851304","content_text":"Chinese electric vehicle maker NIO will hold its European launch event in Berlin on October 8, marking the firm’s exploration of new business opportunities in Europe.This event, dubbed “NIO Berlin 2022,” will be the first held by the firm outside its home market in China. “NIO House in Frankfurt is under construction. The 1,700-square-meter NIO House will open early next year,” said William Li, Chairman and CEO of NIO. Li also revealed the latest moves of NIO in the European market on the local version of the NIO app.In addition to releasing information related to European market plans, William Li and Qin Lihong, Co-Founder and President of NIO, will drive the NIO ET7 from Frankfurt to kick off a 10-day road trip that will reach 10 European cities.“The ET7 performs well on the Autobahn. Handling, comfort, NVH, sound system, energy consumption and NIO Pilot. Everything is superb! Our four-hour drive from Munich to Frankfurt was such a hassle-free journey. Lihong and Ralph, NIO Germany GM, also had a joyful trip to Frankfurt,” wrote Li.In May last year, NIO announced its entry into the Norwegian market. In September 2021, the first NIO House outside China opened in Oslo, Norway. On August 22 this year, NIO announced that its ET7 will be available for pre-order and delivery in Germany, the Netherlands, Denmark, Sweden and Norway.With the delivery of the vehicles, NIO synchronizes the layout of its battery swapping network. When NIO entered the Norwegian market in May last year, it announced that it would also launch the “battery as a service” (BaaS) model in Europe.NIO will offer battery rental and replacement services in an effort to expand the electric vehicle market in Europe, Reuters reported on September 21. Sources said NIO is now looking for an asset management company in Europe to promote the business. The battery replacement service will allow users to obtain a fully charged battery in just a few minutes, saving a lot of charging time.BaaS, which is based on vehicle-battery separation technology, reduces the cost of purchase for users. Over the past year, NIO has been experimenting with battery rental and replacement services for its ES8 SUV in Norway.A NIO insider told Cailian Press that more than 90% of Norwegian users have chosen to rent batteries, making NIO determined to set up a battery service firm in Europe.On September 16, the NIO Power Europe Plant in Budapest, Hungary, saw the first battery swap station roll off the production line and await shipment to Germany. “It took NIO only seven weeks from the announcement on July 29 to the first power station coming off the line,” Qin said at the time. “NIO will increase its investment in Hungary and establish the operational fulcrum of NIO‘s European strategy here.” In the second half of this year, NIO‘s power charging services will be officially launched in Germany, the Netherlands, Sweden and Denmark together with related products.","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937771029,"gmtCreate":1663516329361,"gmtModify":1676537282050,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937771029","repostId":"1144109817","repostType":4,"repost":{"id":"1144109817","pubTimestamp":1663466024,"share":"https://ttm.financial/m/news/1144109817?lang=&edition=fundamental","pubTime":"2022-09-18 09:53","market":"us","language":"en","title":"These 20 Stocks Have Short Interest of 19% Or More, and AMC and GameStop Are Not Even in the Top Half","url":"https://stock-news.laohu8.com/highlight/detail?id=1144109817","media":"MarketWatch","summary":"Carvana and Lucid Motors are among the most heavily shorted stocksAbout 22% of Lucid Motors’ shares ","content":"<html><head></head><body><p>Carvana and Lucid Motors are among the most heavily shorted stocks</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ee314bbc4910914e9251024dadb3149\" tg-width=\"1050\" tg-height=\"699\" width=\"100%\" height=\"auto\"/><span>About 22% of Lucid Motors’ shares were sold short, according to data provided by FactSet. AFP VIA GETTY IMAGES</span></p><p>Short selling is a trading technique that gets especially popular during bear markets in stocks.</p><p>Short selling — or betting on a decline in prices — can come to the fore if investors suspect a company is entering a difficult period, during a period of stress on financial markets, or when a group of traders acts to bid up the shares of companies that professional investors have bet against.</p><p>It is a very risky technique, as the losses are theoretically infinite, but it is also something every investor should at least understand.</p><p>Traditionally, short sellers have served a useful role, as they have pointed out problems with companies’ business models, with their industries or even with the way they prepare financial statements. But shorting can also lead to furious trading activity that can burn investors quickly.</p><p>Apple Inc. is nowthe most heavily shorted stock in terms of dollars committed to bets against the company’s stock price. Tesla Inc. had previously been in that position.</p><p>But in terms of short positions relative to the number of shares outstanding, Apple’s is only 0.70% sold-short, while 2.32% of Tesla’s share are shorted, according to the most recent data available from FactSet.</p><p>There are different ways of looking at short exposure, and a list of the most heavily shorted stocks among companies of the Russell 1000 Index,by percentage, is below.</p><p>Before digging into the short-selling data, let’s review some terms:</p><ul><li>Short selling is when an investor borrows shares and immediately sells them, hoping to buy them back later at a lower price, return them to the lender and pocket the difference.</li><li>Covering is when a person with a short position buys the shares to return them to the lender, to profit if the shares have gone down in price since they were shorted, or to limit losses if they went up after being shorted.</li><li>A short squeeze is when a mass of investors looking to cover short positions start buying at the same time. The buying pushes the share price higher, making short investors accelerate their attempts to cover, which sends the shares spiraling higher in a frenzy. This is what happened earlier this year when a group of traders, who had organized themselves through the Reddit WallStreetBets channel, famously pushed the share prices of two troubled businesses sky-high: GameStop Corp. and AMC Entertainment Holdings Inc.</li></ul><p>Short selling is best left to professional investors and traders because you cannot set an upper limit on how much you might lose if the shares rise in price after you short them — you never know how high a stock price might go. If you buy a stock (take a “long” position), what you have risked is the amount of money you invested. You can lose it all if company goes bankrupt, for example.</p><p>But to short a stock you need a margin account, which means your broker extends credit if the stock goes up in price after you short it. At a certain point, if the stock continues to rise, your broker will demand collateral to protect its position. This means you will be more likely to be forced to cover the short trade and take a loss.</p><p>Borrowing shares to short them also costs money — more about that below.</p><h2>Most heavily shorted stocks</h2><p>The Russell 1000 Index is made up of the 1,000 largest companies in the Russell 3000 Index,which is designed to represent 98% of publicly traded companies whose primary stock listings are in the U.S.</p><p>Here are the 20 companies in the Russell 1000 that are most heavily shorted on a percentage basis, according to the most recent data available from FactSet:</p><p><img src=\"https://static.tigerbbs.com/8f71814510aba5f1d9b8f7c2466630a8\" tg-width=\"1115\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/e29a8dffc2e3222e74b8a76237218343\" tg-width=\"1112\" tg-height=\"519\" width=\"100%\" height=\"auto\"/></p><p>The best-performing stock on the list this year has been Palo Alto Networks Inc.,whose presence on the list may be a surprise.</p><p>The company’s rolling 12-month estimates for earnings and sales have been increasing and, on a calendar-year basis, the consensus expectation among analysts polled by FactSet is for its revenue to increase 28% in 2022.</p><p>From 2022 through 2024, analysts expect to see a compound annual growth rate of 21.6% for Palo Alto’s sales. Maybe it is the high forward price-to-earnings ratio of 55.2 that has spooked investors. After all, the weighted forward P/E for the S&amp;P 500 information technology sector has fallen to 20.5 from 28.1 at the end of 2021, according to FactSet. For the full S&amp;P 500,the forward P/E has declined to 16.7 from 21.4 at the end of last year.</p><p>(Companies with “N/A” in the P/E ratio column are those not expected to generate profits over the next 12 months.)</p><p>The table includes “days to cover,” which is the number of days it would take for short sellers to cover their positions, based on three-month average daily trading volumes. When considering which stocks might be candidates for short squeezes, Matthew Tuttle, CEO of Tuttle Capital Management in Greenwich, Conn., said in a previous interview that he begins with “a 10/10 rule.” That stands for short interest of at least 10% and at least 10 days needed for short sellers to cover their positions.</p><p>Brad Lamensdorf, who co-manages the AdvisorShares Ranger Equity Bear ETF,pointed to other costs that short sellers face. During an interview on Sept. 15, Lamensdorf said that an investor who wishes to short Apple’s shares pays only a nominal “general collateral” fee to borrow the shares. In addition, the borrower of the shares will have to pay Apple’s dividend to the investor who lends the shares. Apple’s dividend yield is 0.59% — “not much, but there is a carry,” Lamensdorf said.</p><p>But he listed high annualized fees for borrowing shares of some of the heavily short stocks listed above:</p><ul><li>For AMC, it costs 16.73% to borrow the shares.</li><li>For GME, the cost is lower: 7.88%.</li><li>It costs about 2% to borrow shares of Carvana Co. to short.</li><li>For Palo Alto and Dick’s Sporting Goods Inc.,shares can be borrowed as “general collateral.”</li></ul><p>The AdvisorShares Ranger Equity Bear ETF is designed to be a hedging tool, and has performed quite well this year, returning 12% through Sept. 14, while the S&amp;P 500 has declined 16% (with dividends reinvested).</p><p>Lamensdorf previously warned that a percentage of short-sales to total shares available for trading of “over 30% to 40% is outrageously high,” as it makes short-squeezes more likely.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 20 Stocks Have Short Interest of 19% Or More, and AMC and GameStop Are Not Even in the Top Half</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 20 Stocks Have Short Interest of 19% Or More, and AMC and GameStop Are Not Even in the Top Half\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-20-stocks-have-short-interest-of-19-or-more-and-amc-and-gamestop-are-not-even-in-the-top-half-11663262098?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Carvana and Lucid Motors are among the most heavily shorted stocksAbout 22% of Lucid Motors’ shares were sold short, according to data provided by FactSet. AFP VIA GETTY IMAGESShort selling is a ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-20-stocks-have-short-interest-of-19-or-more-and-amc-and-gamestop-are-not-even-in-the-top-half-11663262098?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","DKS":"迪克体育用品","UWMC":"UWM Holdings Corporation","RKT":"Rocket Companies","CVNA":"Carvana Co.","CHPT":"ChargePoint Holdings Inc.","DNA":"Ginkgo Bioworks Holdings Inc.","SIRI":"Sirius XM Holdings Inc.","JWN":"诺德斯特龙","GME":"游戏驿站","QS":"Quantumscape Corp.","W":"Wayfair","NVAX":"诺瓦瓦克斯医药","FOUR":"Shift4 Payments, Inc.","LCID":"Lucid Group Inc","TDOC":"Teladoc Health Inc.","AAPL":"苹果","PANW":"Palo Alto Networks","UPST":"Upstart Holdings, Inc.","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"https://www.marketwatch.com/story/these-20-stocks-have-short-interest-of-19-or-more-and-amc-and-gamestop-are-not-even-in-the-top-half-11663262098?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144109817","content_text":"Carvana and Lucid Motors are among the most heavily shorted stocksAbout 22% of Lucid Motors’ shares were sold short, according to data provided by FactSet. AFP VIA GETTY IMAGESShort selling is a trading technique that gets especially popular during bear markets in stocks.Short selling — or betting on a decline in prices — can come to the fore if investors suspect a company is entering a difficult period, during a period of stress on financial markets, or when a group of traders acts to bid up the shares of companies that professional investors have bet against.It is a very risky technique, as the losses are theoretically infinite, but it is also something every investor should at least understand.Traditionally, short sellers have served a useful role, as they have pointed out problems with companies’ business models, with their industries or even with the way they prepare financial statements. But shorting can also lead to furious trading activity that can burn investors quickly.Apple Inc. is nowthe most heavily shorted stock in terms of dollars committed to bets against the company’s stock price. Tesla Inc. had previously been in that position.But in terms of short positions relative to the number of shares outstanding, Apple’s is only 0.70% sold-short, while 2.32% of Tesla’s share are shorted, according to the most recent data available from FactSet.There are different ways of looking at short exposure, and a list of the most heavily shorted stocks among companies of the Russell 1000 Index,by percentage, is below.Before digging into the short-selling data, let’s review some terms:Short selling is when an investor borrows shares and immediately sells them, hoping to buy them back later at a lower price, return them to the lender and pocket the difference.Covering is when a person with a short position buys the shares to return them to the lender, to profit if the shares have gone down in price since they were shorted, or to limit losses if they went up after being shorted.A short squeeze is when a mass of investors looking to cover short positions start buying at the same time. The buying pushes the share price higher, making short investors accelerate their attempts to cover, which sends the shares spiraling higher in a frenzy. This is what happened earlier this year when a group of traders, who had organized themselves through the Reddit WallStreetBets channel, famously pushed the share prices of two troubled businesses sky-high: GameStop Corp. and AMC Entertainment Holdings Inc.Short selling is best left to professional investors and traders because you cannot set an upper limit on how much you might lose if the shares rise in price after you short them — you never know how high a stock price might go. If you buy a stock (take a “long” position), what you have risked is the amount of money you invested. You can lose it all if company goes bankrupt, for example.But to short a stock you need a margin account, which means your broker extends credit if the stock goes up in price after you short it. At a certain point, if the stock continues to rise, your broker will demand collateral to protect its position. This means you will be more likely to be forced to cover the short trade and take a loss.Borrowing shares to short them also costs money — more about that below.Most heavily shorted stocksThe Russell 1000 Index is made up of the 1,000 largest companies in the Russell 3000 Index,which is designed to represent 98% of publicly traded companies whose primary stock listings are in the U.S.Here are the 20 companies in the Russell 1000 that are most heavily shorted on a percentage basis, according to the most recent data available from FactSet:The best-performing stock on the list this year has been Palo Alto Networks Inc.,whose presence on the list may be a surprise.The company’s rolling 12-month estimates for earnings and sales have been increasing and, on a calendar-year basis, the consensus expectation among analysts polled by FactSet is for its revenue to increase 28% in 2022.From 2022 through 2024, analysts expect to see a compound annual growth rate of 21.6% for Palo Alto’s sales. Maybe it is the high forward price-to-earnings ratio of 55.2 that has spooked investors. After all, the weighted forward P/E for the S&P 500 information technology sector has fallen to 20.5 from 28.1 at the end of 2021, according to FactSet. For the full S&P 500,the forward P/E has declined to 16.7 from 21.4 at the end of last year.(Companies with “N/A” in the P/E ratio column are those not expected to generate profits over the next 12 months.)The table includes “days to cover,” which is the number of days it would take for short sellers to cover their positions, based on three-month average daily trading volumes. When considering which stocks might be candidates for short squeezes, Matthew Tuttle, CEO of Tuttle Capital Management in Greenwich, Conn., said in a previous interview that he begins with “a 10/10 rule.” That stands for short interest of at least 10% and at least 10 days needed for short sellers to cover their positions.Brad Lamensdorf, who co-manages the AdvisorShares Ranger Equity Bear ETF,pointed to other costs that short sellers face. During an interview on Sept. 15, Lamensdorf said that an investor who wishes to short Apple’s shares pays only a nominal “general collateral” fee to borrow the shares. In addition, the borrower of the shares will have to pay Apple’s dividend to the investor who lends the shares. Apple’s dividend yield is 0.59% — “not much, but there is a carry,” Lamensdorf said.But he listed high annualized fees for borrowing shares of some of the heavily short stocks listed above:For AMC, it costs 16.73% to borrow the shares.For GME, the cost is lower: 7.88%.It costs about 2% to borrow shares of Carvana Co. to short.For Palo Alto and Dick’s Sporting Goods Inc.,shares can be borrowed as “general collateral.”The AdvisorShares Ranger Equity Bear ETF is designed to be a hedging tool, and has performed quite well this year, returning 12% through Sept. 14, while the S&P 500 has declined 16% (with dividends reinvested).Lamensdorf previously warned that a percentage of short-sales to total shares available for trading of “over 30% to 40% is outrageously high,” as it makes short-squeezes more likely.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937773300,"gmtCreate":1663516268100,"gmtModify":1676537282034,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"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/9937773300","repostId":"1129633132","repostType":4,"repost":{"id":"1129633132","pubTimestamp":1663378125,"share":"https://ttm.financial/m/news/1129633132?lang=&edition=fundamental","pubTime":"2022-09-17 09:28","market":"us","language":"en","title":"Nvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards","url":"https://stock-news.laohu8.com/highlight/detail?id=1129633132","media":"Seeking Alpha","summary":"SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “m","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Ethereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.</li><li>Correcting the Ethereum hash rate model to account for used graphics card sales accounts for Nvidia’s fiscal Q2 results.</li><li>The impact of the Merge on Nvidia’s sales will be, at best, ugly.</li><li>How will the Merge affect Nvidia’s expected RTX 40 series launch?</li><li>Investor takeaways: Will Nvidia need to restate guidance for this quarter?</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f531f7b392a181968ec72c4a8f89f8e\" tg-width=\"1080\" tg-height=\"613\" referrerpolicy=\"no-referrer\"/><span>vzphotos/iStock Editorial via Getty Images</span></p><p>The Ethereum Foundation, which manages the Ether cryptocurrency, has announced completion of what it calls the Merge, whereby validation of new blocks of transactions no longer takes place by &#34;mining&#34;. The millions of high-end graphics cards that are used for this will no longer beneeded for the new &#34;proof-of-stake&#34; approach, so that most of these will likely find their way into the used card market. This will depress demand for new graphics cards just when Nvidia (NASDAQ:NVDA) is set to announce its next-generation GeForce 40 series.</p><p><b>Ethereum completes its transition to proof-of-stake, ending lucrative and energy consuming &#34;mining&#34;</b></p><p>The transition of Ethereum to proof-of-stake was called the Merge because it involved combining the parallel block chain that was already using proof-of-stake experimentally with the main block chain that was using traditional mining, called proof-of-work. This is shown below in this diagram from the Ethereum Foundation:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4872c823bfeb3e06182d2d3f6ab87879\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\"/><span>Ethereum.org</span></p><p>Mining was really just transaction processing, in which a number of Ethereum transactions would be bundled into a block and encrypted. But the encryption process was made artificially difficult, requiring millions of high end graphics cards in the mining pool to process a block in a reasonable period of time.</p><p>In the new proof-of-stake approach, the artificial difficulty is removed, so that hardware requirements can be met by almost any computer, ending the need for graphics card processing and the attendant energy consumption. Ethereum claims this will reduce energy consumption by 99.95%.</p><p>Some miners may go to work on a &#34;hard fork&#34; of Ethereum, in effect, a secession of the currency into a new one called EthereumPOW. This currency will continue to use proof-of-work, but it&#39;s unclear whether mining this will be profitable.</p><p>Probably, the vast majority of cards will go on the used card market and be sold on venues such as eBay.</p><p><b>Correcting the Ethereum hash rate model to account for used graphics card sales</b></p><p>Following Nvidia&#39;s revised guidance for its fiscal 2023 Q2, I realized that I needed to revise my model of Ethereum-related sales of graphics cards. I had published an article detailing the model in July.</p><p>The problem with the model was that it only accounted for sales into the Ethereum mining pool when the pool was adding capacity, i.e., adding new cards to the pool. It worked fine as long as the pool was still growing.</p><p>However, starting in mid-May, the Ethereum mining pool hash rate, a measure of mining capacity, started to decline, as shown in the following chart from BitInfoCharts:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe36f2d53f47c0d7e5cdf964d09c67fa\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/><span>BinInfoCharts</span></p><p>This implied that a substantial number of graphics cards were being removed from the pool. If I assumed that these cards were comparable to current generation Nvidia and AMD (AMD) cards, then it was reasonable to assume that every used card sold was a lost new card sale.</p><p>This turned out to account very well for Nvidia&#39;s fiscal Q2 results, if we assume that a normal quarterly revenue in Nvidia&#39;s Gaming segment is about $2.5 billion. During the Fiscal Q2 conference call, Nvidia specifically claimed that this would be their normal average Gaming segment revenue without crypto. In my spreadsheet calculations, it was easy to calculate the used card effect simply by allowing the change in mining pool cards to go negative, with a negative net revenue for the cards:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8223bcd7d3f44c30f5c60970c616fe0f\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>Note that the revenue impact doesn&#39;t only fall on Nvidia, but the timing of Nvidia&#39;s fiscal Q2 lined up better with the fall in Ethereum mining capacity and likely release of cards into the used card market. AMD will likely feel the impact in its Q3 results.</p><p><b>The impact of the Merge on Nvidia&#39;s sales will be, at best, ugly</b></p><p>The model provides a means of anticipating what happens when the Ethereum hash rate effectively goes to zero, post Merge. And it&#39;s not pretty. In an article on August 21, I gave my subscribers a heads-up concerning the impact of the Merge, and I further revised my model results on September 11.</p><p>If we assume that the entire mining pool consists of newer graphics cards released since September 2020 (RTX 30 series for Nvidia), then Nvidia&#39;s RTX 30 series sales for Q3 are completely wiped out, as shown in the spreadsheet calculations extended to Q3:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c00465fed542c67659f55786fcdf366b\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>The model deducts the hash rate contribution due to Nvidia Crypto Mining Processors (CMP). These cannot be sold into the used graphics cards market, since they lack display outputs.</p><p>This amounts to assuming that all of the cards used in mining before September 2020 (about when the RTX 30 series launched) were replaced with newer cards. This probably isn&#39;t absolutely correct, and the mining pool has consisted of a mixture of older and newer cards.</p><p>As a lower bound, we can assume that none of the older cards were replaced. These cards would not impact new card sales, since they aren&#39;t comparable to current generation cards. The model can deduct these cards from the calculated revenue impact by simply deducting the pre-September 2020 hash rate of 228.2361 terahash/sec (THASH) for the mining pool:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac0a909d1edae7870adea14e3f987d28\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>So the lost revenue impact for Nvidia looks to be in the range of $2-3 billion, and it probably won&#39;t fall all in Q3 but be distributed over several quarters. The effect of the Merge is to effectively zero out Nvidia&#39;s crypto revenue over time. The revenue made during Ethereum&#39;s mining pool expansion is negated by lost revenue post Merge, with the exception of CMP revenue and revenue from older graphics cards that might still have been in the pool at the time of the Merge.</p><p><b>How will the Merge affect Nvidia&#39;s expected RTX 40 series launch?</b></p><p>Nvidia has been expected to announce its GeForce RTX 40 series cards for some time, and Nvidia posted this announcement on its website:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c5990337b62c49447e21da39a199e14\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/><span>Nvidia</span></p><p>Various tech pundits are claiming that this is the worst time for Nvidia to launch a new generation of gaming graphics cards. One important feature expected of the RTX 40 series is support for PCIE 5.0. This could be important in reducing the impact of the Ethereum Merge.</p><p>The current generation of Nvidia and AMD cards only support PCIE 4.0, the prevailing standard at the time of their introduction in late 2020. PCIE 5.0 will double the communication bandwidth compared to 4.0. It&#39;s not clear how critical that will be to gaming performance, but it should eliminate PCIE as a bottleneck, if it ever was.</p><p>Just as important, new generation CPUs will have to support PCIE 5.0, since the GPU is typically linked directly to the CPU through a built in PCIE 16 lane (x16) interface. This is the preferred architecture for maximum gaming performance, and all modern CPUs provide at least 16 lanes of PCIE for this purpose.</p><p>Intel (INTC) already supports PCIE 5.0 in its latest Alder Lake 12th generation Core series of desktop CPUs. Since Alder Lake launched early this year, there have been no PCIE 5.0 graphics cards to take advantage of the interface, but the current installed base of Alder Lake systems represents a waiting market for the new PCIE 5.0 cards.</p><p>Unfortunately, I don&#39;t have an estimate of Alder Lake sales, so I have no idea what the size of that market might be. Current generation AMD Ryzen 5000 series desktop CPUs only offer PCIE 4.0, but the Ryzen 7000 series has been announced with support for PCIE 5.0, with a launch expected in October. AMD&#39;s next-generation GPUs have only been &#34;teased&#34; but are expected to support PCIE 5.0 as well.</p><p>The performance desktop market (mostly gamers) is moving rapidly to PCIE 5.0, and Nvidia will have, at least for a few months, the only graphics cards that support it. Gamers tend to be early adopters and favor the highest performance technology.</p><p>Since<i>none</i>of the used cards released from the Merge will support PCIE 5.0, this may serve to somewhat isolate the RTX 40 series launch from the impact of the Merge. How much isolation is still unclear.</p><p>Most of the current population of gaming systems will only support PCIE 4.0, so this part of the market would probably not buy RTX 40 series in any case. Most 40 series sales will go into new system builds.</p><p>Certainly, the impact of the Merge will be to weaken sales of the RTX 40 series at launch. However, overall sales in the Gaming segment will probably benefit from the launch. The 40 series launch will give the segment a revenue stream it would not have had otherwise.</p><p><b>Investor takeaways: will Nvidia need to restate guidance for this quarter?</b></p><p>Nvidia guided to revenue of $5.9 billion for fiscal Q3 during the Q2 conference call, and this implies revenue in the gaming segment of about $1 billion. Did Nvidia account for the Merge in their guidance?</p><p>When asked specifically about the impact of the Merge, Nvidia management had no comment, and professed an inability to account for the crypto impact. The guidance was claimed to be due to a retail channel inventory glut.</p><p>If Nvidia really wasn&#39;t accounting for the Merge, then almost certainly it will need to restate guidance for Q3. Probably, the RTX 40 series launch will not be enough to provide the roughly $1 billion in Gaming segment revenue.</p><p>In my Nvidia integrated financial model, I&#39;m assuming a $3 billion hit due to the Merge and another $1 billion due to inventory correction. In the model, this is distributed over the next four quarters from fiscal 2023 Q3 to fiscal 2024 Q2, with Gaming segment sales only starting to recover in fiscal 2024 Q3.</p><p>Despite this, I&#39;m still modeling growth in the all-important Data Center segment. Nvidia&#39;s next-generation data center accelerator, the Hopper H100, is testing out to be very impressive and is in production now with deliveries expected by the end of the calendar year.</p><p>Hopper should ensure continued growth in the Data Center segment, and the advent of Grace, Nvidia&#39;s ARM architecture CPU for the data center, should further enhance growth. Data Center growth largely compensates for revenue declines expected in Gaming for this year and next, according to the model:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8026f845d3af92219bdc2bb1bc67be19\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/><span>Mark Hibben</span></p><p>According to my long-term Discounted Cash Flow model, Nvidia has a fair value of $192. I consider Nvidia&#39;s future to be very bright, despite the impact of crypto in the near term.</p><p>Currently, I have Nvidia rated at Hold, and Nvidia has been a relatively small part of the Rethink Technology portfolio since selling most of my Nvidia shares (at a substantial profit) in April. I&#39;m pretty close to upgrading Nvidia to Buy, but I&#39;m waiting to see if the Merge (and possible guidance restatement) will drive Nvidia&#39;s price even lower.</p><p>Also, I&#39;m waiting to see what Nvidia has to offer in its new 40 series on September 20. Nvidia has consistently set the performance bar in the desktop graphics card market. Most likely, Nvidia is already undervalued.</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: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Ethereum Merge Unleashes A Tsunami Of Used Graphics Cards\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.Correcting the Ethereum hash rate model to account for used graphics card sales accounts for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1\">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/4541459-nvidia-ethereum-merge-unleashes-tsunami-of-used-graphics-cards?source=content_type%3Areact%7Csection%3AAll%7Csection_asset%3AAnalysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129633132","content_text":"SummaryEthereum completes its transition to proof-of-stake, ending lucrative and energy-consuming “mining”.Correcting the Ethereum hash rate model to account for used graphics card sales accounts for Nvidia’s fiscal Q2 results.The impact of the Merge on Nvidia’s sales will be, at best, ugly.How will the Merge affect Nvidia’s expected RTX 40 series launch?Investor takeaways: Will Nvidia need to restate guidance for this quarter?vzphotos/iStock Editorial via Getty ImagesThe Ethereum Foundation, which manages the Ether cryptocurrency, has announced completion of what it calls the Merge, whereby validation of new blocks of transactions no longer takes place by \"mining\". The millions of high-end graphics cards that are used for this will no longer beneeded for the new \"proof-of-stake\" approach, so that most of these will likely find their way into the used card market. This will depress demand for new graphics cards just when Nvidia (NASDAQ:NVDA) is set to announce its next-generation GeForce 40 series.Ethereum completes its transition to proof-of-stake, ending lucrative and energy consuming \"mining\"The transition of Ethereum to proof-of-stake was called the Merge because it involved combining the parallel block chain that was already using proof-of-stake experimentally with the main block chain that was using traditional mining, called proof-of-work. This is shown below in this diagram from the Ethereum Foundation:Ethereum.orgMining was really just transaction processing, in which a number of Ethereum transactions would be bundled into a block and encrypted. But the encryption process was made artificially difficult, requiring millions of high end graphics cards in the mining pool to process a block in a reasonable period of time.In the new proof-of-stake approach, the artificial difficulty is removed, so that hardware requirements can be met by almost any computer, ending the need for graphics card processing and the attendant energy consumption. Ethereum claims this will reduce energy consumption by 99.95%.Some miners may go to work on a \"hard fork\" of Ethereum, in effect, a secession of the currency into a new one called EthereumPOW. This currency will continue to use proof-of-work, but it's unclear whether mining this will be profitable.Probably, the vast majority of cards will go on the used card market and be sold on venues such as eBay.Correcting the Ethereum hash rate model to account for used graphics card salesFollowing Nvidia's revised guidance for its fiscal 2023 Q2, I realized that I needed to revise my model of Ethereum-related sales of graphics cards. I had published an article detailing the model in July.The problem with the model was that it only accounted for sales into the Ethereum mining pool when the pool was adding capacity, i.e., adding new cards to the pool. It worked fine as long as the pool was still growing.However, starting in mid-May, the Ethereum mining pool hash rate, a measure of mining capacity, started to decline, as shown in the following chart from BitInfoCharts:BinInfoChartsThis implied that a substantial number of graphics cards were being removed from the pool. If I assumed that these cards were comparable to current generation Nvidia and AMD (AMD) cards, then it was reasonable to assume that every used card sold was a lost new card sale.This turned out to account very well for Nvidia's fiscal Q2 results, if we assume that a normal quarterly revenue in Nvidia's Gaming segment is about $2.5 billion. During the Fiscal Q2 conference call, Nvidia specifically claimed that this would be their normal average Gaming segment revenue without crypto. In my spreadsheet calculations, it was easy to calculate the used card effect simply by allowing the change in mining pool cards to go negative, with a negative net revenue for the cards:Mark HibbenNote that the revenue impact doesn't only fall on Nvidia, but the timing of Nvidia's fiscal Q2 lined up better with the fall in Ethereum mining capacity and likely release of cards into the used card market. AMD will likely feel the impact in its Q3 results.The impact of the Merge on Nvidia's sales will be, at best, uglyThe model provides a means of anticipating what happens when the Ethereum hash rate effectively goes to zero, post Merge. And it's not pretty. In an article on August 21, I gave my subscribers a heads-up concerning the impact of the Merge, and I further revised my model results on September 11.If we assume that the entire mining pool consists of newer graphics cards released since September 2020 (RTX 30 series for Nvidia), then Nvidia's RTX 30 series sales for Q3 are completely wiped out, as shown in the spreadsheet calculations extended to Q3:Mark HibbenThe model deducts the hash rate contribution due to Nvidia Crypto Mining Processors (CMP). These cannot be sold into the used graphics cards market, since they lack display outputs.This amounts to assuming that all of the cards used in mining before September 2020 (about when the RTX 30 series launched) were replaced with newer cards. This probably isn't absolutely correct, and the mining pool has consisted of a mixture of older and newer cards.As a lower bound, we can assume that none of the older cards were replaced. These cards would not impact new card sales, since they aren't comparable to current generation cards. The model can deduct these cards from the calculated revenue impact by simply deducting the pre-September 2020 hash rate of 228.2361 terahash/sec (THASH) for the mining pool:Mark HibbenSo the lost revenue impact for Nvidia looks to be in the range of $2-3 billion, and it probably won't fall all in Q3 but be distributed over several quarters. The effect of the Merge is to effectively zero out Nvidia's crypto revenue over time. The revenue made during Ethereum's mining pool expansion is negated by lost revenue post Merge, with the exception of CMP revenue and revenue from older graphics cards that might still have been in the pool at the time of the Merge.How will the Merge affect Nvidia's expected RTX 40 series launch?Nvidia has been expected to announce its GeForce RTX 40 series cards for some time, and Nvidia posted this announcement on its website:NvidiaVarious tech pundits are claiming that this is the worst time for Nvidia to launch a new generation of gaming graphics cards. One important feature expected of the RTX 40 series is support for PCIE 5.0. This could be important in reducing the impact of the Ethereum Merge.The current generation of Nvidia and AMD cards only support PCIE 4.0, the prevailing standard at the time of their introduction in late 2020. PCIE 5.0 will double the communication bandwidth compared to 4.0. It's not clear how critical that will be to gaming performance, but it should eliminate PCIE as a bottleneck, if it ever was.Just as important, new generation CPUs will have to support PCIE 5.0, since the GPU is typically linked directly to the CPU through a built in PCIE 16 lane (x16) interface. This is the preferred architecture for maximum gaming performance, and all modern CPUs provide at least 16 lanes of PCIE for this purpose.Intel (INTC) already supports PCIE 5.0 in its latest Alder Lake 12th generation Core series of desktop CPUs. Since Alder Lake launched early this year, there have been no PCIE 5.0 graphics cards to take advantage of the interface, but the current installed base of Alder Lake systems represents a waiting market for the new PCIE 5.0 cards.Unfortunately, I don't have an estimate of Alder Lake sales, so I have no idea what the size of that market might be. Current generation AMD Ryzen 5000 series desktop CPUs only offer PCIE 4.0, but the Ryzen 7000 series has been announced with support for PCIE 5.0, with a launch expected in October. AMD's next-generation GPUs have only been \"teased\" but are expected to support PCIE 5.0 as well.The performance desktop market (mostly gamers) is moving rapidly to PCIE 5.0, and Nvidia will have, at least for a few months, the only graphics cards that support it. Gamers tend to be early adopters and favor the highest performance technology.Sincenoneof the used cards released from the Merge will support PCIE 5.0, this may serve to somewhat isolate the RTX 40 series launch from the impact of the Merge. How much isolation is still unclear.Most of the current population of gaming systems will only support PCIE 4.0, so this part of the market would probably not buy RTX 40 series in any case. Most 40 series sales will go into new system builds.Certainly, the impact of the Merge will be to weaken sales of the RTX 40 series at launch. However, overall sales in the Gaming segment will probably benefit from the launch. The 40 series launch will give the segment a revenue stream it would not have had otherwise.Investor takeaways: will Nvidia need to restate guidance for this quarter?Nvidia guided to revenue of $5.9 billion for fiscal Q3 during the Q2 conference call, and this implies revenue in the gaming segment of about $1 billion. Did Nvidia account for the Merge in their guidance?When asked specifically about the impact of the Merge, Nvidia management had no comment, and professed an inability to account for the crypto impact. The guidance was claimed to be due to a retail channel inventory glut.If Nvidia really wasn't accounting for the Merge, then almost certainly it will need to restate guidance for Q3. Probably, the RTX 40 series launch will not be enough to provide the roughly $1 billion in Gaming segment revenue.In my Nvidia integrated financial model, I'm assuming a $3 billion hit due to the Merge and another $1 billion due to inventory correction. In the model, this is distributed over the next four quarters from fiscal 2023 Q3 to fiscal 2024 Q2, with Gaming segment sales only starting to recover in fiscal 2024 Q3.Despite this, I'm still modeling growth in the all-important Data Center segment. Nvidia's next-generation data center accelerator, the Hopper H100, is testing out to be very impressive and is in production now with deliveries expected by the end of the calendar year.Hopper should ensure continued growth in the Data Center segment, and the advent of Grace, Nvidia's ARM architecture CPU for the data center, should further enhance growth. Data Center growth largely compensates for revenue declines expected in Gaming for this year and next, according to the model:Mark HibbenAccording to my long-term Discounted Cash Flow model, Nvidia has a fair value of $192. I consider Nvidia's future to be very bright, despite the impact of crypto in the near term.Currently, I have Nvidia rated at Hold, and Nvidia has been a relatively small part of the Rethink Technology portfolio since selling most of my Nvidia shares (at a substantial profit) in April. I'm pretty close to upgrading Nvidia to Buy, but I'm waiting to see if the Merge (and possible guidance restatement) will drive Nvidia's price even lower.Also, I'm waiting to see what Nvidia has to offer in its new 40 series on September 20. Nvidia has consistently set the performance bar in the desktop graphics card market. Most likely, Nvidia is already undervalued.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060264448,"gmtCreate":1651155852895,"gmtModify":1676534860302,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Sad","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Sad","text":"$AMC Entertainment(AMC)$Sad","images":[{"img":"https://community-static.tradeup.com/news/d1490b5457635457774ce068d0444fc7","width":"1080","height":"2280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060264448","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9915101480,"gmtCreate":1664976302140,"gmtModify":1676537537851,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915101480","repostId":"1177866087","repostType":4,"repost":{"id":"1177866087","pubTimestamp":1664967482,"share":"https://ttm.financial/m/news/1177866087?lang=&edition=fundamental","pubTime":"2022-10-05 18:58","market":"us","language":"en","title":"Google to Build South African Cloud in $1 Billion Africa Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1177866087","media":"Bloomberg","summary":"Data storage options to help users meet sovereignty rulesSouth Africa cloud region could create 40,0","content":"<html><head></head><body><ul><li>Data storage options to help users meet sovereignty rules</li><li>South Africa cloud region could create 40,000 jobs by 2030</li></ul><p>Google said it will set up an African cloud service, as part of its $1 billion investment plan for the continent, that will allow users to store their data in-country.</p><p>The cloud infrastructure will be based in South Africa, but will give users the options on where to store their data, said Niral Patel, the director of Google Cloud Africa.</p><p>“We are giving customers and partners choice, they then have the choice where they would like to store data and where they would like to consumer cloud services from,” Patel said on a video call on Wednesday.</p><p>African countries have a patchwork of laws on data sovereignty, with some requiring companies to store data within their borders, increasing demand for a more flexible regional cloud service. In Nigeria, phone companies are prohibited from sending government or customer information outside of the country, part of a push to encourage the development of local companies to store and manage the data.</p><p>The  Alphabet Inc. unit will compete with Microsoft Corp. and Amazon Web Services in Africa’s most developed economy. Google estimates that the South Africa cloud region could contribute more than $2.1 billion to the country’s economy, and support the creation of more than 40,000 jobs by 2030, Patel said.</p><p>Google also said it’s building out its African subsea cable and cloud interconnect sites in four cities including Cape Town, Johannesburg, Lagos and Nairobi to provide full cloud capability for the continent.</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>Google to Build South African Cloud in $1 Billion Africa Plan</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\">\nGoogle to Build South African Cloud in $1 Billion Africa Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 18:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-05/google-to-build-south-african-cloud-in-1-billion-africa-plan?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Data storage options to help users meet sovereignty rulesSouth Africa cloud region could create 40,000 jobs by 2030Google said it will set up an African cloud service, as part of its $1 billion ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-05/google-to-build-south-african-cloud-in-1-billion-africa-plan?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-05/google-to-build-south-african-cloud-in-1-billion-africa-plan?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177866087","content_text":"Data storage options to help users meet sovereignty rulesSouth Africa cloud region could create 40,000 jobs by 2030Google said it will set up an African cloud service, as part of its $1 billion investment plan for the continent, that will allow users to store their data in-country.The cloud infrastructure will be based in South Africa, but will give users the options on where to store their data, said Niral Patel, the director of Google Cloud Africa.“We are giving customers and partners choice, they then have the choice where they would like to store data and where they would like to consumer cloud services from,” Patel said on a video call on Wednesday.African countries have a patchwork of laws on data sovereignty, with some requiring companies to store data within their borders, increasing demand for a more flexible regional cloud service. In Nigeria, phone companies are prohibited from sending government or customer information outside of the country, part of a push to encourage the development of local companies to store and manage the data.The  Alphabet Inc. unit will compete with Microsoft Corp. and Amazon Web Services in Africa’s most developed economy. Google estimates that the South Africa cloud region could contribute more than $2.1 billion to the country’s economy, and support the creation of more than 40,000 jobs by 2030, Patel said.Google also said it’s building out its African subsea cable and cloud interconnect sites in four cities including Cape Town, Johannesburg, Lagos and Nairobi to provide full cloud capability for the continent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911695852,"gmtCreate":1664188323576,"gmtModify":1676537405993,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911695852","repostId":"2270424322","repostType":4,"repost":{"id":"2270424322","pubTimestamp":1664180633,"share":"https://ttm.financial/m/news/2270424322?lang=&edition=fundamental","pubTime":"2022-09-26 16:23","market":"us","language":"en","title":"Alphabet: This Is What P&G, Hershey And Airbnb Hint Us About Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2270424322","media":"seekingalpha","summary":"IntroductionWhile I was reading some of this summer's earnings report, I came across a theme that I ","content":"<html><head></head><body><h2>Introduction</h2><p>While I was reading some of this summer&#39;s earnings report, I came across a theme that I had not noticed so far and that made me think about an upcoming trend that I haven&#39;t seen much highlighted. This is going to be my second article of the series &#34;this is what X told us about Y&#34;, the first one being &#34;This Is What Costco And Target Told Us About Booking and Airbnb&#34;. Hopefully, we can develop a way of picking useful information here and there in order to build up an investing case.</p><p>In this article, I would like to share some of the words that struck me and in order to share the investing thesis I developed. In summary, I noticed that many companies declared that they had to cut on marketing expenses in the past quarters and that now they are planning to increase this spending. This made me consider that an advertising business like Google (NASDAQ:GOOG) should enjoy some new tailwinds.</p><h2>What some companies revealed</h2><p>Without any further ado, I would like to show the first words that struck me, to give the opportunity to every reader to guess the topic before I will state it.</p><p>While I was researching The Hershey Company (HSY), I noticed that during the earnings call, Michele Buck, the CEO, said (bold is mine):</p><blockquote>So we always want to be spending to the consumer advertising our brands, having the right levels of promotion, the right levels of innovation.</blockquote><blockquote>And as we mentioned earlier, <b>given some of those supply constraints, we did have to pull off on that</b> a bit just because it didn&#39;t make sense to make those investments given some of those constraints. But we very much look forward to re-upping the investments as we look at the second half. We have always planned an increase both in DMEs as well as incremental merchandising coming back online.</blockquote><p>I have to admit that, while I was aware of the big issue caused by supply constraints, I had not yet thought that this would lead many companies to pull back on advertising in order to reduce a bit of demand and thus be able to close a bit of the gap between supply and demand. Furthermore, during the last two years, demand has been so strong that it took almost no effort to sell anything.</p><p>I noticed this when I wrote an update on AGCO and CNHI, highlighting how among tractor and farming machinery manufacturers the sole driver of sales during the past quarters has been none other than availability. When it is enough to have a product available before the competitors it means that demand is so strong and that there is almost no need of advertising or marketing expenses that raise some brand awareness.</p><p>Brian Chesky, CEO of Airbnb (ABNB), at the Goldman Sachs Communacopia &amp; Technology Conference had the opportunity to tell the whole trajectory of Airbnb&#39;s development. Aside from the fact that it is a very interesting interview to read, Chesky spoke about the problems Airbnb had to face during the pandemic. The company decided that the priority to weather that period was to preserve as much cash as possible. And so they did an experiment:</p><blockquote>We cut out a huge amount of cost. We did the experiment that every CMO (Chief Marketing Officer) in the United States wish to do.</blockquote><blockquote>What happens if you turn off all your marketing? You know what happened? Almost nothing. Google did not want anyone to know this. But our traffic came back to more than 90% of what it was after we turned off all of our marketing.</blockquote><p>Of course, here Airbnb plays a bit against Google. And, even though Airbnb gets known mostly by word of mouth, the company has started spending on marketing once again to educate hosts and customers about its new features. We can see this in the last quarterly report. While the first half sales and marketing expenses are almost flat YoY ($50.3 million vs. $49.9 million last year), we see that if in Q2 2022 Airbnb did up its marketing expense by 20%, from $24 million to $29 million. And most of this spending is for online marketing. I know $5 million is almost invisible for Google, but here we are trying to understand a trend and its possible implications on a larger scale than just a single company.</p><p>Also, Hershey declared in its quarterly report, during the past quarter it started increasing once again its marketing expense, stating that in the second half of the year they will bet more heavily on this investment:</p><blockquote>Advertising and related consumer marketing expenses increased 3.2% in the second quarter of 2022 versus the same period last year. Moderate advertising increases across brands and segments without capacity constraints were largely offset by cost efficiencies related to new media partners.</blockquote><p>Let&#39;s move yet to another industry and let&#39;s take a look at what Church &amp; Dwight (CHD) reported. This is a company I am starting to follow a lot both because of its ability to keep on compounding and because of its intelligent way to do M&amp;As. Now, during the last earnings call, I saw our topic once again coming forth:</p><blockquote>Regarding support, we have key promotional events lined up in the second half, and two-thirds of our full year advertising spend is concentrated in the second half. Moving to marketing. Marketing was down $14 million year-over-year. Marketing expense as a percentage of net sales was 7.8%, and we expect two-thirds of advertising to be concentrated in the second half as case fill improves. We do have a fair amount of support, both advertising and trade behind our detergent in the second half. So that&#39;s the reason, the context for why we think things are going to accelerate.</blockquote><p>Again, as Church &amp; Dwight improves its case fill and feels an easing on supply constraints, it is able to ramp up supply and foster new demand. In fact, in the quarterly report, the company stated that &#34;in the second half, marketing dollar spend is expected to be significantly higher than the first half&#34;. Church &amp; Dwight spent about $577 million on marketing last year.</p><p>This year, it has spent in the first half only $204 million. This means that if two-thirds of advertising are to be spent in the next six months, the company will deploy around $400 million. And a big chunk of this amount is going to go to online marketing since the company is expecting to reach about 40% of its net sales through online orders.</p><p>One last case: Procter &amp; Gamble (PG). This huge dividend investor favorite did, too, hit a capacity ceiling that&#39;s now been resolved. As a consequence, the company had to slow down promotional activity on some products. However, the management has said that is going to lean back into more advertising, now. In fact, during the last earnings call Procter &amp; Gamble CEO Andre Schulten explained that marketing expenses are going to go up and that a lot of this is going to go to digital advertising:</p><blockquote>From a media standpoint, we have delivered significant productivity over the past years, but we have reinvested all of that productivity and incremental media spend ahead of sales leverage, ahead of the productivity numbers even that we generated. And that productivity continues to strengthen. We have developed strong capability to target better both on TV as well as in digital. Our ability to improve effectiveness of reach and quality of reach is allowing us to drive cost per effective reach down both in digital and in TV. We&#39;ve shifted more and more spend into digital. Now more than 50% of our advertising is in digital.</blockquote><p>Procter &amp; Gamble also closed its fiscal year and in its annual report we can read that (bold is mine):</p><blockquote>Total SG&amp;A decreased 4% to $20.2 billion, due to <b>decreased overhead costs, marketing spending</b> and other operating costs. SG&amp;A as a percentage of net sales decreased 240 basis points to 25.2% primarily due to the positive scale impacts of the net sales increase and, to a lesser extent, a <b>decrease in overhead costs and marketing spending</b>. Marketing spending as a percentage of net sales decreased 120 basis points due primarily to the positive scale impacts of the net sales increase and, to a lesser extent, due to <b>increased media and production cost savings and decreased media spending</b>.</blockquote><p>Once again, we see the recurring theme: a cut on marketing expenses with an outlook of resuming them in the new market conditions.</p><p>If I think about it, it makes sense: as the economy deteriorates a bit with a recession looming on the horizon, companies will have to struggle more to keep up sales. Nowadays, online marketing is a relatively small and affordable expense that prevents a company from investing heavily into hiring new salesmen.</p><h2>Google is going to be the winner</h2><p>I shared some insights to give an idea of what I think may be a current trend. On one side, it is well-known that companies are shifting online as the digital economy evolves. However, not many have considered that this shift, while at first was boosted up by the pandemic, has been somewhat hindered by the facts outlined above: huge demand that didn&#39;t need as much marketing as usual to be driven and supply chain bottlenecks that made companies more cautious on marketing spending. While we head into a difficult economic situation, it is still to be seen whether or not the economic contraction will offset on advertising the impact of companies that resume or even increase their ordinary marketing expenses.</p><p>Alphabet is a huge collection of businesses, the largest branch of which is Google. Google is also split into two segments: Google Services and Google Cloud. At the moment, the real way Alphabet makes money is through its advertising solutions from Google Services. The company itself states this in its annual report:</p><blockquote>We generated more than 80% of total revenues from the display of ads online in 2021.</blockquote><p>Google advertising revenues are comprised of these three sources:</p><ol><li>Google Search &amp; other, which includes revenues generated on Google search properties and other Google owned properties, such as Gmail, Google Maps, and Google Play. Paid clicks and cost-per-click pertain to traffic on Google Search &amp; other.</li><li>YouTube ads</li><li>Google Network, which includes revenues generated on Google Network properties in AdMob, AdSense, and Google Ad Manager. Impressions and cost-per-impressions pertain to traffic on Google Network partner&#39;s properties.</li></ol><p>While we all know more or less about the fact that Google makes money through advertising, it is useful to recall the process through which Google earns its revenue.</p><p>Google charges advertisers for each engagement by users, that is, Google charges the advertisers for each click on advertisement by end-users on Google search properties. Another way of monetizing advertising is by charging for impressions displayed to users. These revenue drivers can be positively affected by increasing competition for keywords, which drives the cost-per-click or the cost-per-impression upwards.</p><p>Now, at the end of 2021, Alphabet&#39;s revenue reached $257.6 billion, a 41% increase YoY. This means that around $206 billion came from advertising. Despite the huge tailwind provided by the pandemic and despite the results that other companies like Meta (META) and Snapchat (SNAP) which saw their advertising revenue decrease, Google has been able to increase its revenues YoY even in the last quarter at a rate of 13%, which would have been 16% CC (international sales make up 54% of the advertising revenue). Even though we don&#39;t see the huge growth of 2021, 13% is still very decent and fast growth, given the fact that other competitors are actually experiencing a decline. But, very interestingly for the purpose of this article, Google Search and other advertising revenues were up 14%, driven by both Travel and Retail, as Ruth Porat, CFO of Alphabet and Google, reported. The two categories are among the ones we have seen in the first part of the article and they help us connect the dots. The company also stated that it felt some pullbacks in advertising spending in YouTube and Network, even though they were both up 5% and 9% YoY respectively.</p><p>The general consensus expects a 2022 revenue of $290 billion, which would equal to a 12.5% growth. However, if we factor in that some companies are expected to increase their advertising spending in the next two quarters by 10-20%, the company&#39;s revenues can be expected to grow a bit more. If we do some math, we know that in 2022 Google Services revenue has been so far $124.3 billion which is equal to 90% of total revenues. If Google Service sees an extra 10-20% spending from advertisers, we could expect this to translate in an extra $10-13 billion on top of the $137 billion that the segment is expected to reach in the second half of the year. This would bring the total revenues above $300 billion, topping the high-end estimates that are currently available. With a net income margin above 25%, this revenue would turn into a $75 billion net income. If we take into account the effect of the huge $70 billion buyback, $28.5 billion of which have been deployed in the first six months of the year, we can expect the EPS to beat the current $2.68 estimate for the second half by a range in between 10-20%. This would give further support to a stock that has seen a 30% reduction in price YtD and that, according to many, is becoming more and more an appealing buy.</p><h2>Risks</h2><p>There are some risks. Google itself states that advertising competition is becoming fierce (we have all seen the consequence of Apple&#39;s moves against Meta). Forex can also undermine results, as Google has wide international exposure. And it is still true that advertising, in theory, is somewhat linked to cyclicality.</p><p>However, Google has a massive moat with 84% of total Internet searches running on its website. In addition, while FX may give some temporary headwinds, the impact of international growth, especially in the emerging markets, can be far larger than expected and give further impulse to the company&#39;s results. Keep in mind that South America, at the moment, is performing really well in the most recent quarters. As per cyclicality, the whole point of this article is to show that, in the current environment, it is not so clear whether advertising spending will diminish or not. I personally know more than one company where the management is choosing not to hire new salesmen in order to deploy the budget on online marketing.</p><h2>Valuation</h2><p>Let&#39;s use some of the numbers we figured out during this research and let&#39;s plug them in a discounted cash flow model to give us a sense of what the implications may be on the valuation. Below, SA readers can find the model I used which is based on five assumptions and three different price/FCF exit multiples. As shown, I expect Alphabet&#39;s 2022 revenue to grow at least 13% and then I assume that year after year it will slightly decrease to 10.75%. I also chose to bring down the EBITDA margin which currently stands above 35%. In fact, Alphabet has repeatedly stated that if some of its bets do become profitable they may be at lower margins compared to the current profitable businesses of the company. Therefore, I assumed a 28% EBITDA margin which I think is a bit conservative. I also assumed that capex will go up to around 3% and that the interest expense as a percentage of revenue will increase to 3%. Finally, I used the assumption that even the tax rate will go up to at least 20%.</p><p><img src=\"https://static.tigerbbs.com/9a737b1731ae74d9abb2b9719efd7fca\" tg-width=\"640\" tg-height=\"374\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, with data from Seeking Alpha</p><p>As we can see, even with a price/FCF multiple of 12, which is low for a company such as Alphabet, we are still before an undervalued stock, with a certain margin of safety. In the other situations, we may be before a stock that can still deliver a 2x, which wouldn&#39;t be bad at all given the current size of the market cap. Let&#39;s cut the normal case scenario by 35% just to take into account any unpredictable downturn. We could still be before a stock whose price target is around $128, which would confirm a 30% minimum implied upside.</p><p>I would also like to point out that with my assumptions, Alphabet will see its cash flow reduced for the next three years compared to its 2021 result. Nonetheless, the stock would still be qualified to deliver outstanding results. This is because the real strength of Alphabet is its ability to leverage its high-quality assets, such as Google, and their moat, making them very strong compounding machines. As long as Google can compound with an ROTC of almost 19%, I really don&#39;t mind that the company doesn&#39;t pay any dividend and I actually like that it is doing buybacks because it enhances and speeds up its compounding energy which will eventually turn into high profits for its shareholders.</p><h2>Conclusion</h2><p>We have seen unpredictable economic conditions in the past two years and many laws of historical economic cycles have been turned upside down. This is why it is ever more important to pay attention to the economic signs we can see around us and this is why I am paying more and more attention to what companies are doing and reporting currently.</p><p>I am long Alphabet, as I think Google has a massive moat and is an incredible profitable machine, with high margins and high return on capital invested. What I found out and shared in this article made me even more bullish on the company as I am starting to believe that it will beat current expectations.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet: This Is What P&G, Hershey And Airbnb Hint Us About Google</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\">\nAlphabet: This Is What P&G, Hershey And Airbnb Hint Us About Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 16:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542960-this-is-what-procter-and-gamble-hershey-and-airbnb-told-us-about-google><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionWhile I was reading some of this summer's earnings report, I came across a theme that I had not noticed so far and that made me think about an upcoming trend that I haven't seen much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542960-this-is-what-procter-and-gamble-hershey-and-airbnb-told-us-about-google\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4542960-this-is-what-procter-and-gamble-hershey-and-airbnb-told-us-about-google","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2270424322","content_text":"IntroductionWhile I was reading some of this summer's earnings report, I came across a theme that I had not noticed so far and that made me think about an upcoming trend that I haven't seen much highlighted. This is going to be my second article of the series \"this is what X told us about Y\", the first one being \"This Is What Costco And Target Told Us About Booking and Airbnb\". Hopefully, we can develop a way of picking useful information here and there in order to build up an investing case.In this article, I would like to share some of the words that struck me and in order to share the investing thesis I developed. In summary, I noticed that many companies declared that they had to cut on marketing expenses in the past quarters and that now they are planning to increase this spending. This made me consider that an advertising business like Google (NASDAQ:GOOG) should enjoy some new tailwinds.What some companies revealedWithout any further ado, I would like to show the first words that struck me, to give the opportunity to every reader to guess the topic before I will state it.While I was researching The Hershey Company (HSY), I noticed that during the earnings call, Michele Buck, the CEO, said (bold is mine):So we always want to be spending to the consumer advertising our brands, having the right levels of promotion, the right levels of innovation.And as we mentioned earlier, given some of those supply constraints, we did have to pull off on that a bit just because it didn't make sense to make those investments given some of those constraints. But we very much look forward to re-upping the investments as we look at the second half. We have always planned an increase both in DMEs as well as incremental merchandising coming back online.I have to admit that, while I was aware of the big issue caused by supply constraints, I had not yet thought that this would lead many companies to pull back on advertising in order to reduce a bit of demand and thus be able to close a bit of the gap between supply and demand. Furthermore, during the last two years, demand has been so strong that it took almost no effort to sell anything.I noticed this when I wrote an update on AGCO and CNHI, highlighting how among tractor and farming machinery manufacturers the sole driver of sales during the past quarters has been none other than availability. When it is enough to have a product available before the competitors it means that demand is so strong and that there is almost no need of advertising or marketing expenses that raise some brand awareness.Brian Chesky, CEO of Airbnb (ABNB), at the Goldman Sachs Communacopia & Technology Conference had the opportunity to tell the whole trajectory of Airbnb's development. Aside from the fact that it is a very interesting interview to read, Chesky spoke about the problems Airbnb had to face during the pandemic. The company decided that the priority to weather that period was to preserve as much cash as possible. And so they did an experiment:We cut out a huge amount of cost. We did the experiment that every CMO (Chief Marketing Officer) in the United States wish to do.What happens if you turn off all your marketing? You know what happened? Almost nothing. Google did not want anyone to know this. But our traffic came back to more than 90% of what it was after we turned off all of our marketing.Of course, here Airbnb plays a bit against Google. And, even though Airbnb gets known mostly by word of mouth, the company has started spending on marketing once again to educate hosts and customers about its new features. We can see this in the last quarterly report. While the first half sales and marketing expenses are almost flat YoY ($50.3 million vs. $49.9 million last year), we see that if in Q2 2022 Airbnb did up its marketing expense by 20%, from $24 million to $29 million. And most of this spending is for online marketing. I know $5 million is almost invisible for Google, but here we are trying to understand a trend and its possible implications on a larger scale than just a single company.Also, Hershey declared in its quarterly report, during the past quarter it started increasing once again its marketing expense, stating that in the second half of the year they will bet more heavily on this investment:Advertising and related consumer marketing expenses increased 3.2% in the second quarter of 2022 versus the same period last year. Moderate advertising increases across brands and segments without capacity constraints were largely offset by cost efficiencies related to new media partners.Let's move yet to another industry and let's take a look at what Church & Dwight (CHD) reported. This is a company I am starting to follow a lot both because of its ability to keep on compounding and because of its intelligent way to do M&As. Now, during the last earnings call, I saw our topic once again coming forth:Regarding support, we have key promotional events lined up in the second half, and two-thirds of our full year advertising spend is concentrated in the second half. Moving to marketing. Marketing was down $14 million year-over-year. Marketing expense as a percentage of net sales was 7.8%, and we expect two-thirds of advertising to be concentrated in the second half as case fill improves. We do have a fair amount of support, both advertising and trade behind our detergent in the second half. So that's the reason, the context for why we think things are going to accelerate.Again, as Church & Dwight improves its case fill and feels an easing on supply constraints, it is able to ramp up supply and foster new demand. In fact, in the quarterly report, the company stated that \"in the second half, marketing dollar spend is expected to be significantly higher than the first half\". Church & Dwight spent about $577 million on marketing last year.This year, it has spent in the first half only $204 million. This means that if two-thirds of advertising are to be spent in the next six months, the company will deploy around $400 million. And a big chunk of this amount is going to go to online marketing since the company is expecting to reach about 40% of its net sales through online orders.One last case: Procter & Gamble (PG). This huge dividend investor favorite did, too, hit a capacity ceiling that's now been resolved. As a consequence, the company had to slow down promotional activity on some products. However, the management has said that is going to lean back into more advertising, now. In fact, during the last earnings call Procter & Gamble CEO Andre Schulten explained that marketing expenses are going to go up and that a lot of this is going to go to digital advertising:From a media standpoint, we have delivered significant productivity over the past years, but we have reinvested all of that productivity and incremental media spend ahead of sales leverage, ahead of the productivity numbers even that we generated. And that productivity continues to strengthen. We have developed strong capability to target better both on TV as well as in digital. Our ability to improve effectiveness of reach and quality of reach is allowing us to drive cost per effective reach down both in digital and in TV. We've shifted more and more spend into digital. Now more than 50% of our advertising is in digital.Procter & Gamble also closed its fiscal year and in its annual report we can read that (bold is mine):Total SG&A decreased 4% to $20.2 billion, due to decreased overhead costs, marketing spending and other operating costs. SG&A as a percentage of net sales decreased 240 basis points to 25.2% primarily due to the positive scale impacts of the net sales increase and, to a lesser extent, a decrease in overhead costs and marketing spending. Marketing spending as a percentage of net sales decreased 120 basis points due primarily to the positive scale impacts of the net sales increase and, to a lesser extent, due to increased media and production cost savings and decreased media spending.Once again, we see the recurring theme: a cut on marketing expenses with an outlook of resuming them in the new market conditions.If I think about it, it makes sense: as the economy deteriorates a bit with a recession looming on the horizon, companies will have to struggle more to keep up sales. Nowadays, online marketing is a relatively small and affordable expense that prevents a company from investing heavily into hiring new salesmen.Google is going to be the winnerI shared some insights to give an idea of what I think may be a current trend. On one side, it is well-known that companies are shifting online as the digital economy evolves. However, not many have considered that this shift, while at first was boosted up by the pandemic, has been somewhat hindered by the facts outlined above: huge demand that didn't need as much marketing as usual to be driven and supply chain bottlenecks that made companies more cautious on marketing spending. While we head into a difficult economic situation, it is still to be seen whether or not the economic contraction will offset on advertising the impact of companies that resume or even increase their ordinary marketing expenses.Alphabet is a huge collection of businesses, the largest branch of which is Google. Google is also split into two segments: Google Services and Google Cloud. At the moment, the real way Alphabet makes money is through its advertising solutions from Google Services. The company itself states this in its annual report:We generated more than 80% of total revenues from the display of ads online in 2021.Google advertising revenues are comprised of these three sources:Google Search & other, which includes revenues generated on Google search properties and other Google owned properties, such as Gmail, Google Maps, and Google Play. Paid clicks and cost-per-click pertain to traffic on Google Search & other.YouTube adsGoogle Network, which includes revenues generated on Google Network properties in AdMob, AdSense, and Google Ad Manager. Impressions and cost-per-impressions pertain to traffic on Google Network partner's properties.While we all know more or less about the fact that Google makes money through advertising, it is useful to recall the process through which Google earns its revenue.Google charges advertisers for each engagement by users, that is, Google charges the advertisers for each click on advertisement by end-users on Google search properties. Another way of monetizing advertising is by charging for impressions displayed to users. These revenue drivers can be positively affected by increasing competition for keywords, which drives the cost-per-click or the cost-per-impression upwards.Now, at the end of 2021, Alphabet's revenue reached $257.6 billion, a 41% increase YoY. This means that around $206 billion came from advertising. Despite the huge tailwind provided by the pandemic and despite the results that other companies like Meta (META) and Snapchat (SNAP) which saw their advertising revenue decrease, Google has been able to increase its revenues YoY even in the last quarter at a rate of 13%, which would have been 16% CC (international sales make up 54% of the advertising revenue). Even though we don't see the huge growth of 2021, 13% is still very decent and fast growth, given the fact that other competitors are actually experiencing a decline. But, very interestingly for the purpose of this article, Google Search and other advertising revenues were up 14%, driven by both Travel and Retail, as Ruth Porat, CFO of Alphabet and Google, reported. The two categories are among the ones we have seen in the first part of the article and they help us connect the dots. The company also stated that it felt some pullbacks in advertising spending in YouTube and Network, even though they were both up 5% and 9% YoY respectively.The general consensus expects a 2022 revenue of $290 billion, which would equal to a 12.5% growth. However, if we factor in that some companies are expected to increase their advertising spending in the next two quarters by 10-20%, the company's revenues can be expected to grow a bit more. If we do some math, we know that in 2022 Google Services revenue has been so far $124.3 billion which is equal to 90% of total revenues. If Google Service sees an extra 10-20% spending from advertisers, we could expect this to translate in an extra $10-13 billion on top of the $137 billion that the segment is expected to reach in the second half of the year. This would bring the total revenues above $300 billion, topping the high-end estimates that are currently available. With a net income margin above 25%, this revenue would turn into a $75 billion net income. If we take into account the effect of the huge $70 billion buyback, $28.5 billion of which have been deployed in the first six months of the year, we can expect the EPS to beat the current $2.68 estimate for the second half by a range in between 10-20%. This would give further support to a stock that has seen a 30% reduction in price YtD and that, according to many, is becoming more and more an appealing buy.RisksThere are some risks. Google itself states that advertising competition is becoming fierce (we have all seen the consequence of Apple's moves against Meta). Forex can also undermine results, as Google has wide international exposure. And it is still true that advertising, in theory, is somewhat linked to cyclicality.However, Google has a massive moat with 84% of total Internet searches running on its website. In addition, while FX may give some temporary headwinds, the impact of international growth, especially in the emerging markets, can be far larger than expected and give further impulse to the company's results. Keep in mind that South America, at the moment, is performing really well in the most recent quarters. As per cyclicality, the whole point of this article is to show that, in the current environment, it is not so clear whether advertising spending will diminish or not. I personally know more than one company where the management is choosing not to hire new salesmen in order to deploy the budget on online marketing.ValuationLet's use some of the numbers we figured out during this research and let's plug them in a discounted cash flow model to give us a sense of what the implications may be on the valuation. Below, SA readers can find the model I used which is based on five assumptions and three different price/FCF exit multiples. As shown, I expect Alphabet's 2022 revenue to grow at least 13% and then I assume that year after year it will slightly decrease to 10.75%. I also chose to bring down the EBITDA margin which currently stands above 35%. In fact, Alphabet has repeatedly stated that if some of its bets do become profitable they may be at lower margins compared to the current profitable businesses of the company. Therefore, I assumed a 28% EBITDA margin which I think is a bit conservative. I also assumed that capex will go up to around 3% and that the interest expense as a percentage of revenue will increase to 3%. Finally, I used the assumption that even the tax rate will go up to at least 20%.Author, with data from Seeking AlphaAs we can see, even with a price/FCF multiple of 12, which is low for a company such as Alphabet, we are still before an undervalued stock, with a certain margin of safety. In the other situations, we may be before a stock that can still deliver a 2x, which wouldn't be bad at all given the current size of the market cap. Let's cut the normal case scenario by 35% just to take into account any unpredictable downturn. We could still be before a stock whose price target is around $128, which would confirm a 30% minimum implied upside.I would also like to point out that with my assumptions, Alphabet will see its cash flow reduced for the next three years compared to its 2021 result. Nonetheless, the stock would still be qualified to deliver outstanding results. This is because the real strength of Alphabet is its ability to leverage its high-quality assets, such as Google, and their moat, making them very strong compounding machines. As long as Google can compound with an ROTC of almost 19%, I really don't mind that the company doesn't pay any dividend and I actually like that it is doing buybacks because it enhances and speeds up its compounding energy which will eventually turn into high profits for its shareholders.ConclusionWe have seen unpredictable economic conditions in the past two years and many laws of historical economic cycles have been turned upside down. This is why it is ever more important to pay attention to the economic signs we can see around us and this is why I am paying more and more attention to what companies are doing and reporting currently.I am long Alphabet, as I think Google has a massive moat and is an incredible profitable machine, with high margins and high return on capital invested. What I found out and shared in this article made me even more bullish on the company as I am starting to believe that it will beat current expectations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913155564,"gmtCreate":1663943400158,"gmtModify":1676537367961,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913155564","repostId":"1193800996","repostType":4,"repost":{"id":"1193800996","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663943046,"share":"https://ttm.financial/m/news/1193800996?lang=&edition=fundamental","pubTime":"2022-09-23 22:24","market":"us","language":"en","title":"Hot Chinese ADRs Turned Down in Morning Trading, iQiyi and Tencent Music Fell Over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193800996","media":"Tiger Newspress","summary":"Hot Chinese ADRs turned down in morning trading, iQiyi Inc. and Tencent Music fell over 4%.","content":"<html><head></head><body><p>Hot Chinese ADRs turned down in morning trading, <a href=\"https://laohu8.com/S/IQ\">iQiyi Inc.</a> and <a href=\"https://laohu8.com/S/TME\">Tencent Music</a> fell over 4%.<img src=\"https://static.tigerbbs.com/a3f9b2f15b24b6e65fe3dadc6fb2def0\" tg-width=\"265\" tg-height=\"474\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Turned Down in Morning Trading, iQiyi and Tencent Music Fell Over 4%</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; 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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\">\nHot Chinese ADRs Turned Down in Morning Trading, iQiyi and Tencent Music Fell Over 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-23 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs turned down in morning trading, <a href=\"https://laohu8.com/S/IQ\">iQiyi Inc.</a> and <a href=\"https://laohu8.com/S/TME\">Tencent Music</a> fell over 4%.<img src=\"https://static.tigerbbs.com/a3f9b2f15b24b6e65fe3dadc6fb2def0\" tg-width=\"265\" tg-height=\"474\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IQ":"爱奇艺","TME":"腾讯音乐"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193800996","content_text":"Hot Chinese ADRs turned down in morning trading, iQiyi Inc. and Tencent Music fell over 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938193578,"gmtCreate":1662575254894,"gmtModify":1676537090718,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938193578","repostId":"1150599799","repostType":2,"repost":{"id":"1150599799","pubTimestamp":1662563145,"share":"https://ttm.financial/m/news/1150599799?lang=&edition=fundamental","pubTime":"2022-09-07 23:05","market":"us","language":"en","title":"Apple Cuts Shipment Forecasts for New MacBook Pro up to 30%: Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1150599799","media":"Seeking Alpha","summary":"Apple (NASDAQ:AAPL) has reportedly cut shipment forecasts for its new MacBook Pro laptops up to 30% ","content":"<html><head></head><body><p>Apple (NASDAQ:AAPL) has reportedly cut shipment forecasts for its new MacBook Pro laptops up to 30% before the computer has gone into mass production, a top analyst said on Wednesday.</p><p>TF International Securities analyst Ming-Chi Kuo tweeted that the tech giant cut orders for both the 14-inch and 16-inch versions of the computer, which is expected to be announced later this year. Kuo called the development a &#34;structural risk&#34; to component suppliers.</p><p>&#34;It is infrequent for Apple to cut orders before the peak season/new product mass production, which means that the demand is significantly lower than Apple’s expectations, so MacBook shipments may continue to decline [year-over-year] at least in [first-half of 2023],&#34; Kuo wrote in a blog post.</p><p>Kuo added that the global economic weakness and decline in employees working from home are the &#34;main reasons&#34; for the order cut and the negative effects should last anywhere between six and nine months.</p><p>Apple (AAPL) shares fell less than 0.5% to $153.96 on Wednesday.</p><p>Kuo also pointed out that the new 14-inch and 16-inch MacBook Pros are expected to have new processors, which would be the &#34;main upgrade&#34; from past versions of the computer.</p><p>&#34;The biggest selling point of the MacBook Pro is the Apple processor (adopting high-end ABF substrate) and Mini-LED display, so the significantly lower-than-expected demand for MacBook Pro is a structural risk to the high-end ABF substrate and Mini-LED sectors,&#34; Kuo explained.</p><p>The analyst pointed out that while Apple&#39;s (AAPL) MacBook order cut is smaller than its competitors, it means its high-end products are &#34;not immune&#34; to the economic weakening.</p><p>Cupertino, California-based Apple (AAPL) is set to host a product event today, where it is widely expected to announce new versions of its iPhone, Apple Watch and AirPods.</p><p>On Tuesday, research firm Appsumer reported that Apple (AAPL) has seen a &#34;significant boost&#34;in its advertising business following the release of its App Tracking Transparency initiatives.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Cuts Shipment Forecasts for New MacBook Pro up to 30%: Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Cuts Shipment Forecasts for New MacBook Pro up to 30%: Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3880884-apple-cuts-shipment-forecasts-for-new-macbook-pro-up-to-30-analyst><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (NASDAQ:AAPL) has reportedly cut shipment forecasts for its new MacBook Pro laptops up to 30% before the computer has gone into mass production, a top analyst said on Wednesday.TF International ...</p>\n\n<a href=\"https://seekingalpha.com/news/3880884-apple-cuts-shipment-forecasts-for-new-macbook-pro-up-to-30-analyst\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3880884-apple-cuts-shipment-forecasts-for-new-macbook-pro-up-to-30-analyst","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150599799","content_text":"Apple (NASDAQ:AAPL) has reportedly cut shipment forecasts for its new MacBook Pro laptops up to 30% before the computer has gone into mass production, a top analyst said on Wednesday.TF International Securities analyst Ming-Chi Kuo tweeted that the tech giant cut orders for both the 14-inch and 16-inch versions of the computer, which is expected to be announced later this year. Kuo called the development a \"structural risk\" to component suppliers.\"It is infrequent for Apple to cut orders before the peak season/new product mass production, which means that the demand is significantly lower than Apple’s expectations, so MacBook shipments may continue to decline [year-over-year] at least in [first-half of 2023],\" Kuo wrote in a blog post.Kuo added that the global economic weakness and decline in employees working from home are the \"main reasons\" for the order cut and the negative effects should last anywhere between six and nine months.Apple (AAPL) shares fell less than 0.5% to $153.96 on Wednesday.Kuo also pointed out that the new 14-inch and 16-inch MacBook Pros are expected to have new processors, which would be the \"main upgrade\" from past versions of the computer.\"The biggest selling point of the MacBook Pro is the Apple processor (adopting high-end ABF substrate) and Mini-LED display, so the significantly lower-than-expected demand for MacBook Pro is a structural risk to the high-end ABF substrate and Mini-LED sectors,\" Kuo explained.The analyst pointed out that while Apple's (AAPL) MacBook order cut is smaller than its competitors, it means its high-end products are \"not immune\" to the economic weakening.Cupertino, California-based Apple (AAPL) is set to host a product event today, where it is widely expected to announce new versions of its iPhone, Apple Watch and AirPods.On Tuesday, research firm Appsumer reported that Apple (AAPL) has seen a \"significant boost\"in its advertising business following the release of its App Tracking Transparency initiatives.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968658062,"gmtCreate":1669216870656,"gmtModify":1676538168830,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"okies","listText":"okies","text":"okies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968658062","repostId":"9968650535","repostType":1,"repost":{"id":9968650535,"gmtCreate":1669216320227,"gmtModify":1676538168640,"author":{"id":"3479274757881734","authorId":"3479274757881734","name":"YNWIM","avatar":"https://static.tigerbbs.com/e12248fc43aa4bba110f09266ddca4c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274757881734","authorIdStr":"3479274757881734"},"themes":[],"title":"Down 33% Year to Date, Is Alphabet Stock a Buy Now?","htmlText":"This beaten-down growth stock could be poised for a rebound.With dominant positions in massive markets like internet search and video streaming,&nbsp;Alphabet&nbsp;(GOOGL)(GOOG)&nbsp;stands as a titan in the advertising industry. The $1.2 trillion behemoth also has intriguing growth potential in other fast-growing markets, such as cloud computing and artificial intelligence (AI).Yet, like manytech stocks, Alphabet's shares have been down sharply in 2022. Could this be the buying opportunity investors have been waiting for?The bull case for Alphabet's stockThe digital advertising market is projected to grow from $537 billion in 2021 to more than $1 trillion by 2027, according to Statista.IMAGE SOURCE: STATISTA.Alphabet's Google is particularly well-placed to profit from the growth of this m","listText":"This beaten-down growth stock could be poised for a rebound.With dominant positions in massive markets like internet search and video streaming,&nbsp;Alphabet&nbsp;(GOOGL)(GOOG)&nbsp;stands as a titan in the advertising industry. The $1.2 trillion behemoth also has intriguing growth potential in other fast-growing markets, such as cloud computing and artificial intelligence (AI).Yet, like manytech stocks, Alphabet's shares have been down sharply in 2022. Could this be the buying opportunity investors have been waiting for?The bull case for Alphabet's stockThe digital advertising market is projected to grow from $537 billion in 2021 to more than $1 trillion by 2027, according to Statista.IMAGE SOURCE: STATISTA.Alphabet's Google is particularly well-placed to profit from the growth of this m","text":"This beaten-down growth stock could be poised for a rebound.With dominant positions in massive markets like internet search and video streaming, Alphabet (GOOGL)(GOOG) stands as a titan in the advertising industry. The $1.2 trillion behemoth also has intriguing growth potential in other fast-growing markets, such as cloud computing and artificial intelligence (AI).Yet, like manytech stocks, Alphabet's shares have been down sharply in 2022. Could this be the buying opportunity investors have been waiting for?The bull case for Alphabet's stockThe digital advertising market is projected to grow from $537 billion in 2021 to more than $1 trillion by 2027, according to Statista.IMAGE SOURCE: STATISTA.Alphabet's Google is particularly well-placed to profit from the growth of this m","images":[{"img":"https://community-static.tradeup.com/news/1d3f3ac323eb4f66c6fb9b83e94b2370","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968650535","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984084182,"gmtCreate":1667489626846,"gmtModify":1676537926985,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"okiess","listText":"okiess","text":"okiess","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984084182","repostId":"9985918082","repostType":1,"repost":{"id":9985918082,"gmtCreate":1667290154146,"gmtModify":1676537892322,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667668165440","authorIdStr":"3527667668165440"},"themes":[],"title":"JPMorgan Says Dovish Fed Could Spark 10% S&P Rally, What Do You Think?","htmlText":"While hopes for a less aggressive Federal Reserve helped US stocks overcome last week’s flurry of disappointing earnings from tech giants, <a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$JPMorgan Chase(JPM)$</a> now sees room for a massive rally should policy makers turn dovish when they announce their decision on Wednesday.According to Andrew Tyler,&nbsp;the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a> could surge at least 10% in one day if the central bank raises interest rates by a slower-than-expected 50bp, and Chair Jerome Powell signals willingness at the press conference to tolerate elevated inflation and a tightening labor market.The scenario is the “least likely” to materialize, yet the “most bullish” outcome for equity investors,","listText":"While hopes for a less aggressive Federal Reserve helped US stocks overcome last week’s flurry of disappointing earnings from tech giants, <a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$JPMorgan Chase(JPM)$</a> now sees room for a massive rally should policy makers turn dovish when they announce their decision on Wednesday.According to Andrew Tyler,&nbsp;the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$</a> could surge at least 10% in one day if the central bank raises interest rates by a slower-than-expected 50bp, and Chair Jerome Powell signals willingness at the press conference to tolerate elevated inflation and a tightening labor market.The scenario is the “least likely” to materialize, yet the “most bullish” outcome for equity investors,","text":"While hopes for a less aggressive Federal Reserve helped US stocks overcome last week’s flurry of disappointing earnings from tech giants, $JPMorgan Chase(JPM)$ now sees room for a massive rally should policy makers turn dovish when they announce their decision on Wednesday.According to Andrew Tyler, the $S&P 500(.SPX)$ could surge at least 10% in one day if the central bank raises interest rates by a slower-than-expected 50bp, and Chair Jerome Powell signals willingness at the press conference to tolerate elevated inflation and a tightening labor market.The scenario is the “least likely” to materialize, yet the “most bullish” outcome for equity investors,","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985918082","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981998250,"gmtCreate":1666363682270,"gmtModify":1676537747537,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"Join stock market quizzes&nbsp;","listText":"Join stock market quizzes&nbsp;","text":"Join stock market quizzes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981998250","repostId":"9981080679","repostType":1,"repost":{"id":9981080679,"gmtCreate":1666344119491,"gmtModify":1676537744470,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Join Stock Market Quizzes & Win Tiger Coins","htmlText":"Hi Tiger,I would like to invite you to join Stock Market Quiz. Please leave a message in the comment section of this post, and you will win Tiger coins.Don't fear this quiz -- we're just testing your basic knowledge and throwing in some history here and there. Take the quiz and find out what you know about the stock market!1. Which crisis did 'The Big Short' （film）involve? Dot-com bubble The Great Depression Subprime mortgage crisis 2. Which tech company survived the 2000 bubble? <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\"></a><a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\"></a>","listText":"Hi Tiger,I would like to invite you to join Stock Market Quiz. Please leave a message in the comment section of this post, and you will win Tiger coins.Don't fear this quiz -- we're just testing your basic knowledge and throwing in some history here and there. Take the quiz and find out what you know about the stock market!1. Which crisis did 'The Big Short' （film）involve? Dot-com bubble The Great Depression Subprime mortgage crisis 2. Which tech company survived the 2000 bubble? <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\"></a><a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\"></a>","text":"Hi Tiger,I would like to invite you to join Stock Market Quiz. Please leave a message in the comment section of this post, and you will win Tiger coins.Don't fear this quiz -- we're just testing your basic knowledge and throwing in some history here and there. Take the quiz and find out what you know about the stock market!1. Which crisis did 'The Big Short' （film）involve? Dot-com bubble The Great Depression Subprime mortgage crisis 2. Which tech company survived the 2000 bubble? $Alibaba(BABA)$ $TENCENT(00700)$","images":[{"img":"https://community-static.tradeup.com/news/73724e98574b457216b19e6adc1fbe6d","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981080679","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911204767,"gmtCreate":1664204338259,"gmtModify":1676537409730,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"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/9911204767","repostId":"9911676022","repostType":1,"repost":{"id":9911676022,"gmtCreate":1664202385166,"gmtModify":1676537409194,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091108376154240","authorIdStr":"4091108376154240"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a><v-v data-views=\"0\"></v-v>&nbsp;and <a href=\"https://ttm.financial/S/APE\">$AMC Entertainment Preferred(APE)$</a>&nbsp;were falling on Monday, with AMC down 3% in early market trading and APE tumbling 8%.AMC issued almost 517 million APE units to its class A common stockholders in August as a special dividend -- a move that CEO Adam Aron called \"perhaps the single biggest action we will take in all of 2022 to fundamentally strengthen AMC.\" Each unit represents an interest in 1/100th of a share of the company's Preferred Stock, giving a unit the same voting rights as one share of the company's common stock.The issuance of APE, which matched the number of AMC shares outstanding, was met with mixed feelings in the market. While","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a><v-v data-views=\"0\"></v-v>&nbsp;and <a href=\"https://ttm.financial/S/APE\">$AMC Entertainment Preferred(APE)$</a>&nbsp;were falling on Monday, with AMC down 3% in early market trading and APE tumbling 8%.AMC issued almost 517 million APE units to its class A common stockholders in August as a special dividend -- a move that CEO Adam Aron called \"perhaps the single biggest action we will take in all of 2022 to fundamentally strengthen AMC.\" Each unit represents an interest in 1/100th of a share of the company's Preferred Stock, giving a unit the same voting rights as one share of the company's common stock.The issuance of APE, which matched the number of AMC shares outstanding, was met with mixed feelings in the market. While","text":"$AMC Entertainment(AMC)$ and $AMC Entertainment Preferred(APE)$ were falling on Monday, with AMC down 3% in early market trading and APE tumbling 8%.AMC issued almost 517 million APE units to its class A common stockholders in August as a special dividend -- a move that CEO Adam Aron called \"perhaps the single biggest action we will take in all of 2022 to fundamentally strengthen AMC.\" Each unit represents an interest in 1/100th of a share of the company's Preferred Stock, giving a unit the same voting rights as one share of the company's common stock.The issuance of APE, which matched the number of AMC shares outstanding, was met with mixed feelings in the market. While","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911676022","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911695661,"gmtCreate":1664188338553,"gmtModify":1676537405993,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"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/9911695661","repostId":"1191644853","repostType":4,"repost":{"id":"1191644853","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664179671,"share":"https://ttm.financial/m/news/1191644853?lang=&edition=fundamental","pubTime":"2022-09-26 16:07","market":"us","language":"en","title":"Option Movers｜Volume of SPY, QQQ Rose Over 55% and 30% Separately; Bears Target Energy and Mega-Cap Stocks Like Netflix","url":"https://stock-news.laohu8.com/highlight/detail?id=1191644853","media":"Tiger Newspress","summary":"U.S. stocks tumbled last Friday to cap a brutal week for financial markets, as surging interest rate","content":"<html><head></head><body><p>U.S. stocks tumbled last Friday to cap a brutal week for financial markets, as surging interest rates and foreign currency turmoil heightened fears of a global recession.</p><p>The Dow Jones Industrial Average tumbled 486.27 points, or 1.62%, to 29,590.41. The S&amp;P 500 slid 1.72% to 3,693.23, while the Nasdaq Composite dropped 1.8% to 10,867.93.</p><h2>Options Broad View</h2><p>A total volume of 54,312,173 contracts were traded last Friday, up 32.85% from the previous day. Call options account for 45% of total options trades.</p><p>There are 13.24 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a></b> options traded last Friday. Call options account for 38% in overall option trades.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10:SPY, QQQ,TSLA,IWM,AAPL,AMZN, VIX, HYG, NVDA, XLE</b></p><p>Options related to equity index ETFs are still top choices for investors, with 3.68 million <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> options contracts trading last Friday. Call options account for 41% in overall option trades. Total trading volume for <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> and <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> surged 59.52% and 30.96%, respectively, from the previous day.</p><p>Netflix slid 4.49% last Friday, its principal accounting officer Ken Barker has submitted his resignation effective Oct. 7, and it named Chief Financial Officer Spencer Neumann as principal accounting officer while it conducts a search for a replacement for Barker. Moreover, it is changing up the compensation for comedy specials on its streaming platform, moving to a licensing model as it seeks to cut costs and put more of the onus on the comedians themselves.</p><p>There are 341,200 option contracts traded last Friday. Call options account for50% of overall option trades. Particularly high volume was seen for the $235 strike call option expiring September 23, with 21,730 contracts trading last Friday.</p><p>Other Mega-cap stocks like Tesla and Amazon tumbled 4.59% and 3.01% respectively.</p><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07126c7c3f02a5e1c32f05b682e6e368\" tg-width=\"466\" tg-height=\"931\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22dd8cd8b7089481efd346015c05c4f8\" tg-width=\"1016\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund</a></b> crashed 6.9% last Friday, funds dropped their long and short positions in energy stocks, bonds and futures in the week ending Sept. 16 &#34;more than any other time in recent months&#34;, and more than any other sector of the economy in the last 20 days, according to notes by Morgan Stanley and JP Morgan respectively.</p><p>There are 675,600 option contracts traded last Friday. Call options account for23% of overall option trades. Particularly high volume was seen for the $70 strike put option expiring September 30, with 47,786 contracts trading last Friday.</p><p><b><a href=\"https://laohu8.com/S/DOCU\">Docusign</a></b> slid 2.98% last Friday, it named Allan Thygesen as its new CEO effective October 10. Thygesen had been president of Google&#39;s Americas &amp; Global Partners, where he led the company&#39;s $100B advertising business across North and South America.</p><p>Thygesen replaces Mary Wilderotter, who has been serving as DocuSign&#39;s interim CEO since Dan Springer resigned from the job in June following a weaker-than-expected quarterly report and outlook. Wilderotter will remain as chairman of DocuSign&#39;s board of directors.</p><p>There are 41,360 option contracts traded last Friday. Call options account for 38% of overall option trades. Particularly high volume was seen for the $53 strike put option expiring September 23, with 930 contracts trading last Friday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: SPY, IWM, QQQ, FXI, AAL, F, NKLA, AAPL, VOD, CHPT</b></p><p><b>Top 10 bearish stocks: HYG, TSLA, XLF, MPW, MPW, MSFT, EWC, UVXY, AMZN, ARCC, BAC</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/409fd6cfaee26ce497eab5023b3f087e\" tg-width=\"554\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></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>Option Movers｜Volume of SPY, QQQ Rose Over 55% and 30% Separately; Bears Target Energy and Mega-Cap Stocks Like Netflix</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\">\nOption Movers｜Volume of SPY, QQQ Rose Over 55% and 30% Separately; Bears Target Energy and Mega-Cap Stocks Like Netflix\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-26 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks tumbled last Friday to cap a brutal week for financial markets, as surging interest rates and foreign currency turmoil heightened fears of a global recession.</p><p>The Dow Jones Industrial Average tumbled 486.27 points, or 1.62%, to 29,590.41. The S&amp;P 500 slid 1.72% to 3,693.23, while the Nasdaq Composite dropped 1.8% to 10,867.93.</p><h2>Options Broad View</h2><p>A total volume of 54,312,173 contracts were traded last Friday, up 32.85% from the previous day. Call options account for 45% of total options trades.</p><p>There are 13.24 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a></b> options traded last Friday. Call options account for 38% in overall option trades.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10:SPY, QQQ,TSLA,IWM,AAPL,AMZN, VIX, HYG, NVDA, XLE</b></p><p>Options related to equity index ETFs are still top choices for investors, with 3.68 million <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> options contracts trading last Friday. Call options account for 41% in overall option trades. Total trading volume for <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> and <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> surged 59.52% and 30.96%, respectively, from the previous day.</p><p>Netflix slid 4.49% last Friday, its principal accounting officer Ken Barker has submitted his resignation effective Oct. 7, and it named Chief Financial Officer Spencer Neumann as principal accounting officer while it conducts a search for a replacement for Barker. Moreover, it is changing up the compensation for comedy specials on its streaming platform, moving to a licensing model as it seeks to cut costs and put more of the onus on the comedians themselves.</p><p>There are 341,200 option contracts traded last Friday. Call options account for50% of overall option trades. Particularly high volume was seen for the $235 strike call option expiring September 23, with 21,730 contracts trading last Friday.</p><p>Other Mega-cap stocks like Tesla and Amazon tumbled 4.59% and 3.01% respectively.</p><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07126c7c3f02a5e1c32f05b682e6e368\" tg-width=\"466\" tg-height=\"931\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22dd8cd8b7089481efd346015c05c4f8\" tg-width=\"1016\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund</a></b> crashed 6.9% last Friday, funds dropped their long and short positions in energy stocks, bonds and futures in the week ending Sept. 16 &#34;more than any other time in recent months&#34;, and more than any other sector of the economy in the last 20 days, according to notes by Morgan Stanley and JP Morgan respectively.</p><p>There are 675,600 option contracts traded last Friday. Call options account for23% of overall option trades. Particularly high volume was seen for the $70 strike put option expiring September 30, with 47,786 contracts trading last Friday.</p><p><b><a href=\"https://laohu8.com/S/DOCU\">Docusign</a></b> slid 2.98% last Friday, it named Allan Thygesen as its new CEO effective October 10. Thygesen had been president of Google&#39;s Americas &amp; Global Partners, where he led the company&#39;s $100B advertising business across North and South America.</p><p>Thygesen replaces Mary Wilderotter, who has been serving as DocuSign&#39;s interim CEO since Dan Springer resigned from the job in June following a weaker-than-expected quarterly report and outlook. Wilderotter will remain as chairman of DocuSign&#39;s board of directors.</p><p>There are 41,360 option contracts traded last Friday. Call options account for 38% of overall option trades. Particularly high volume was seen for the $53 strike put option expiring September 23, with 930 contracts trading last Friday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: SPY, IWM, QQQ, FXI, AAL, F, NKLA, AAPL, VOD, CHPT</b></p><p><b>Top 10 bearish stocks: HYG, TSLA, XLF, MPW, MPW, MSFT, EWC, UVXY, AMZN, ARCC, BAC</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/409fd6cfaee26ce497eab5023b3f087e\" tg-width=\"554\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCU":"Docusign","QQQ":"纳指100ETF","NFLX":"奈飞","XLE":"SPDR能源指数ETF","SPY":"标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191644853","content_text":"U.S. stocks tumbled last Friday to cap a brutal week for financial markets, as surging interest rates and foreign currency turmoil heightened fears of a global recession.The Dow Jones Industrial Average tumbled 486.27 points, or 1.62%, to 29,590.41. The S&P 500 slid 1.72% to 3,693.23, while the Nasdaq Composite dropped 1.8% to 10,867.93.Options Broad ViewA total volume of 54,312,173 contracts were traded last Friday, up 32.85% from the previous day. Call options account for 45% of total options trades.There are 13.24 million SPDR S&P500 ETF Trust options traded last Friday. Call options account for 38% in overall option trades.Top 10 Option VolumesTop 10:SPY, QQQ,TSLA,IWM,AAPL,AMZN, VIX, HYG, NVDA, XLEOptions related to equity index ETFs are still top choices for investors, with 3.68 million Invesco QQQ Trust options contracts trading last Friday. Call options account for 41% in overall option trades. Total trading volume for SPDR S&P 500 ETF Trust and Invesco QQQ Trust surged 59.52% and 30.96%, respectively, from the previous day.Netflix slid 4.49% last Friday, its principal accounting officer Ken Barker has submitted his resignation effective Oct. 7, and it named Chief Financial Officer Spencer Neumann as principal accounting officer while it conducts a search for a replacement for Barker. Moreover, it is changing up the compensation for comedy specials on its streaming platform, moving to a licensing model as it seeks to cut costs and put more of the onus on the comedians themselves.There are 341,200 option contracts traded last Friday. Call options account for50% of overall option trades. Particularly high volume was seen for the $235 strike call option expiring September 23, with 21,730 contracts trading last Friday.Other Mega-cap stocks like Tesla and Amazon tumbled 4.59% and 3.01% respectively.Source: Tiger Trade APPUnusual Options ActivitySource: Market ChameleonEnergy Select Sector SPDR Fund crashed 6.9% last Friday, funds dropped their long and short positions in energy stocks, bonds and futures in the week ending Sept. 16 \"more than any other time in recent months\", and more than any other sector of the economy in the last 20 days, according to notes by Morgan Stanley and JP Morgan respectively.There are 675,600 option contracts traded last Friday. Call options account for23% of overall option trades. Particularly high volume was seen for the $70 strike put option expiring September 30, with 47,786 contracts trading last Friday.Docusign slid 2.98% last Friday, it named Allan Thygesen as its new CEO effective October 10. Thygesen had been president of Google's Americas & Global Partners, where he led the company's $100B advertising business across North and South America.Thygesen replaces Mary Wilderotter, who has been serving as DocuSign's interim CEO since Dan Springer resigned from the job in June following a weaker-than-expected quarterly report and outlook. Wilderotter will remain as chairman of DocuSign's board of directors.There are 41,360 option contracts traded last Friday. Call options account for 38% of overall option trades. Particularly high volume was seen for the $53 strike put option expiring September 23, with 930 contracts trading last Friday.TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: SPY, IWM, QQQ, FXI, AAL, F, NKLA, AAPL, VOD, CHPTTop 10 bearish stocks: HYG, TSLA, XLF, MPW, MPW, MSFT, EWC, UVXY, AMZN, ARCC, BACSource: Market Chameleon","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913154168,"gmtCreate":1663943479454,"gmtModify":1676537367998,"author":{"id":"4112408266251122","authorId":"4112408266251122","name":"Jermaine.T","avatar":"https://community-static.tradeup.com/news/2a5b19a781c12e6b97665fe5aa19dca7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112408266251122","authorIdStr":"4112408266251122"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$</a><v-v 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