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sharing","listText":"good sharing","text":"good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297152232243376","repostId":"296972724580528","repostType":1,"repost":{"id":296972724580528,"gmtCreate":1713531792976,"gmtModify":1713590401911,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1},"themes":[],"title":"S&P 500: This Dip to Skip? Hold Your Horses !","htmlText":"It’s A “Mistake” ! I made the “mistake” of buying the dip on Thu, 18 Apr 2024 to add to my existing holdings on Basic materials stock - <a href=\"https://ttm.financial/S/VALE\">$Vale SA(VALE)$</a>. According to <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a>, Chief Investment Officer, Mike Wilson, currently the 3 “stable” sectors will be: Energy ( <a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$</a> ). Materials ( <a href=\"https://ttm.financial/S/XLB\">$Materials Select Sector SPDR Fund(XLB)$</a> ). Industrials ( <a href=\"https://ttm.financial/S/XLI\">$Industrial Select Sector SPDR Fund(XLI)$</a> ). As part of my diversification strategy in investment, I try my best to put my eggs in different baskets. I made the decision to “buy the dip” because I di","listText":"It’s A “Mistake” ! I made the “mistake” of buying the dip on Thu, 18 Apr 2024 to add to my existing holdings on Basic materials stock - <a href=\"https://ttm.financial/S/VALE\">$Vale SA(VALE)$</a>. According to <a href=\"https://ttm.financial/S/MS\">$Morgan Stanley(MS)$</a>, Chief Investment Officer, Mike Wilson, currently the 3 “stable” sectors will be: Energy ( <a href=\"https://ttm.financial/S/XLE\">$Energy Select Sector SPDR Fund(XLE)$</a> ). Materials ( <a href=\"https://ttm.financial/S/XLB\">$Materials Select Sector SPDR Fund(XLB)$</a> ). Industrials ( <a href=\"https://ttm.financial/S/XLI\">$Industrial Select Sector SPDR Fund(XLI)$</a> ). As part of my diversification strategy in investment, I try my best to put my eggs in different baskets. I made the decision to “buy the dip” because I di","text":"It’s A “Mistake” ! I made the “mistake” of buying the dip on Thu, 18 Apr 2024 to add to my existing holdings on Basic materials stock - $Vale SA(VALE)$. According to $Morgan Stanley(MS)$, Chief Investment Officer, Mike Wilson, currently the 3 “stable” sectors will be: Energy ( $Energy Select Sector SPDR Fund(XLE)$ ). Materials ( $Materials Select Sector SPDR Fund(XLB)$ ). Industrials ( $Industrial Select Sector SPDR Fund(XLI)$ ). As part of my diversification strategy in investment, I try my best to put my eggs in different baskets. I made the decision to “buy the dip” because I di","images":[{"img":"https://community-static.tradeup.com/news/9cf6561fe81c43fcc786360ec3107ac0","width":"700","height":"189"},{"img":"https://community-static.tradeup.com/news/22155cc0e0838bcc4b459039317873f2","width":"621","height":"128"},{"img":"https://community-static.tradeup.com/news/bb797a96ff5976740c837e8a9ad9bab9","width":"770","height":"118"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296972724580528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265081716543672,"gmtCreate":1705741450739,"gmtModify":1705920629364,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> thank you 😊 keep going!","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> thank you 😊 keep going!","text":"$Advanced Micro Devices(AMD)$ thank you 😊 keep going!","images":[{"img":"https://community-static.tradeup.com/news/ef99919b789791f5412ddccd5296374f","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/265081716543672","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":260856554647848,"gmtCreate":1704696046716,"gmtModify":1704696050710,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"good sharing. thanks","listText":"good sharing. thanks","text":"good sharing. thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260856554647848","repostId":"260810930278584","repostType":1,"repost":{"id":260810930278584,"gmtCreate":1704685026855,"gmtModify":1704691971116,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"How I Trade Nvidia Using Relative Volatility Index (RVI) + Another Indicator","htmlText":"As we have seen how volatile market have been on the first week of 2024, one way to measure volatility breakouts is through technical indicators, such as the average true range (ATR), which tracks how much an asset typically moves in each price candlestick. Average True Range (ATR) A sharp rise in the ATR can alert traders to potential trading opportunities, as it most likely indicates that a strong price movement is underway and there will be a breakout. Only when the ATR crosses above the simple moving average is there is a potential trade. The price should also be breaking above or below recent swing highs or lows for better opportunity. This helps to filter the times when the ATR crosses the moving average, yet the price does not move significantly. The average true range is a particu","listText":"As we have seen how volatile market have been on the first week of 2024, one way to measure volatility breakouts is through technical indicators, such as the average true range (ATR), which tracks how much an asset typically moves in each price candlestick. Average True Range (ATR) A sharp rise in the ATR can alert traders to potential trading opportunities, as it most likely indicates that a strong price movement is underway and there will be a breakout. Only when the ATR crosses above the simple moving average is there is a potential trade. The price should also be breaking above or below recent swing highs or lows for better opportunity. This helps to filter the times when the ATR crosses the moving average, yet the price does not move significantly. The average true range is a particu","text":"As we have seen how volatile market have been on the first week of 2024, one way to measure volatility breakouts is through technical indicators, such as the average true range (ATR), which tracks how much an asset typically moves in each price candlestick. Average True Range (ATR) A sharp rise in the ATR can alert traders to potential trading opportunities, as it most likely indicates that a strong price movement is underway and there will be a breakout. Only when the ATR crosses above the simple moving average is there is a potential trade. The price should also be breaking above or below recent swing highs or lows for better opportunity. This helps to filter the times when the ATR crosses the moving average, yet the price does not move significantly. The average true range is a particu","images":[{"img":"https://community-static.tradeup.com/news/d39654b5b5da960df86ba2b65cfa3925","width":"1832","height":"807"},{"img":"https://community-static.tradeup.com/news/4601794efb3fbd5cf2a8fc98bf5b743f","width":"732","height":"274"},{"img":"https://community-static.tradeup.com/news/4a5adb0f8a8005f3bcca7c00a0a71209","width":"1838","height":"812"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260810930278584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257281414365384,"gmtCreate":1703846839961,"gmtModify":1703846844783,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Keep at it. Patience rewards!","listText":"Keep at it. Patience rewards!","text":"Keep at it. Patience rewards!","images":[{"img":"https://community-static.tradeup.com/news/429896c0e90fe5a02b0ddd3c5fc11757","width":"1080","height":"2064"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257281414365384","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251301663924320,"gmtCreate":1702390168892,"gmtModify":1702390173781,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Good or bad news? Does this mean HP is no longer good to hold on?","listText":"Good or bad news? Does this mean HP is no longer good to hold on?","text":"Good or bad news? Does this mean HP is no longer good to hold on?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251301663924320","repostId":"2390124395","repostType":2,"repost":{"id":"2390124395","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1702359413,"share":"https://www.laohu8.com/m/news/2390124395?lang=&edition=full","pubTime":"2023-12-12 13:36","market":"us","language":"en","title":"Berkshire Hathaway Nearly Halves HP Stake to 5.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2390124395","media":"Dow Jones","summary":"Warren Buffett's Berkshire Hathaway has reduced its stake in HP Inc., the maker of printers and personal computers, by 47% to 5.2% in the past two months, according to a Form13 -G filing late Monday.I","content":"<html><head></head><body><p>Warren Buffett's Berkshire Hathaway has reduced its stake in HP Inc., the maker of printers and personal computers, by 47% to 5.2% in the past two months, according to a Form13 -G filing late Monday.</p><p>In the filing, Berkshire said it held 51.5 million shares of HP on Nov. 30, down from 97.9 million shares, or 9.9%, on Oct. 3, two day before the dates of its most recent prior filing.</p><p>The Berkshire stake is now worth about $1.6 billion. HP shares were up 3% at $30.37 Monday and down 1% in after-hours trading.</p><p>Berkshire had been selling HP shares during September and early October after accumulating a roughly 12% interest in the company in 2022. Berkshire had to make filings within two business days of its sales during that period because it held more than 10% of HP stock.</p><p>When Berkshire dropped below 10% in early October, that two-day filing requirement ended. As a 5% holder of HP, Berkshire needs to periodically file a form 13-G form. That requirement appears to have prompted the filing Monday.</p><p>When Berkshire sharply reduces a once sizable position in a company's equity, it often ends up eliminating the holding entirely. That has been the case with positions in U.S. Bancorp and other stocks. If Berkshire follows the same pattern, that could mean more HP sales in the coming weeks.</p><p>HP shares have shrugged off the Berkshire sales to date. The stock is up about 15% in the past two months.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkshire Hathaway Nearly Halves HP Stake to 5.2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBerkshire Hathaway Nearly Halves HP Stake to 5.2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-12-12 13:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Warren Buffett's Berkshire Hathaway has reduced its stake in HP Inc., the maker of printers and personal computers, by 47% to 5.2% in the past two months, according to a Form13 -G filing late Monday.</p><p>In the filing, Berkshire said it held 51.5 million shares of HP on Nov. 30, down from 97.9 million shares, or 9.9%, on Oct. 3, two day before the dates of its most recent prior filing.</p><p>The Berkshire stake is now worth about $1.6 billion. HP shares were up 3% at $30.37 Monday and down 1% in after-hours trading.</p><p>Berkshire had been selling HP shares during September and early October after accumulating a roughly 12% interest in the company in 2022. Berkshire had to make filings within two business days of its sales during that period because it held more than 10% of HP stock.</p><p>When Berkshire dropped below 10% in early October, that two-day filing requirement ended. As a 5% holder of HP, Berkshire needs to periodically file a form 13-G form. That requirement appears to have prompted the filing Monday.</p><p>When Berkshire sharply reduces a once sizable position in a company's equity, it often ends up eliminating the holding entirely. That has been the case with positions in U.S. Bancorp and other stocks. If Berkshire follows the same pattern, that could mean more HP sales in the coming weeks.</p><p>HP shares have shrugged off the Berkshire sales to date. The stock is up about 15% in the past two months.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4581":"高盛持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4092":"石油与天然气钻井","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4170":"电脑硬件、储存设备及电脑周边","BK4176":"多领域控股","LU0251142724.SGD":"Fidelity America A-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","HPQ":"惠普","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2390124395","content_text":"Warren Buffett's Berkshire Hathaway has reduced its stake in HP Inc., the maker of printers and personal computers, by 47% to 5.2% in the past two months, according to a Form13 -G filing late Monday.In the filing, Berkshire said it held 51.5 million shares of HP on Nov. 30, down from 97.9 million shares, or 9.9%, on Oct. 3, two day before the dates of its most recent prior filing.The Berkshire stake is now worth about $1.6 billion. HP shares were up 3% at $30.37 Monday and down 1% in after-hours trading.Berkshire had been selling HP shares during September and early October after accumulating a roughly 12% interest in the company in 2022. Berkshire had to make filings within two business days of its sales during that period because it held more than 10% of HP stock.When Berkshire dropped below 10% in early October, that two-day filing requirement ended. As a 5% holder of HP, Berkshire needs to periodically file a form 13-G form. That requirement appears to have prompted the filing Monday.When Berkshire sharply reduces a once sizable position in a company's equity, it often ends up eliminating the holding entirely. That has been the case with positions in U.S. Bancorp and other stocks. If Berkshire follows the same pattern, that could mean more HP sales in the coming weeks.HP shares have shrugged off the Berkshire sales to date. The stock is up about 15% in the past two months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249542836404224,"gmtCreate":1701944591253,"gmtModify":1701944595805,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Thanks for sharing 👍 ","listText":"Thanks for sharing 👍 ","text":"Thanks for sharing 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249542836404224","repostId":"2389056833","repostType":4,"repost":{"id":"2389056833","pubTimestamp":1701931816,"share":"https://www.laohu8.com/m/news/2389056833?lang=&edition=full","pubTime":"2023-12-07 14:50","market":"us","language":"en","title":"Beyond the Magnificent 7: 3 Stocks Poised to Join the Leader Board","url":"https://stock-news.laohu8.com/highlight/detail?id=2389056833","media":"InvestorPlace","summary":"The \"Magnificent 7\" stocks have driven returns for the market in 2023, but they must make space for these exciting technology stocks.","content":"<html><head></head><body><ul style=\"\"><li><p>The following technology stocks are poised to join the leaderboard.</p></li><li><p><strong>Advanced Micro Devices </strong>(<strong>AMD</strong>): Despite PC revenue slowing, AMD’s fortunes are in the AI chip market.</p></li><li><p><strong>CrowdStrike </strong>(<strong>CRWD</strong>): A strong earnings report reasserts CrowdStrike’s market dominance.</p></li><li><p><strong>Palantir</strong> (<strong>PLTR</strong>): A new contract with England’s NHS shows how far Palantir’s platform has come.</p></li></ul><p>The “Magnificent 7” stocks, or <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong> (NASDAQ: <strong><u>META</u></strong>), <strong>Apple</strong> (NASDAQ: <strong><u>AAPL</u></strong>), <strong>Amazon</strong> (NASDAQ: <strong><u>AMZN</u></strong>), <strong>Alphabet</strong> (NASDAQ: <strong><u>GOOG</u></strong>, NASDAQ: <strong><u>GOOGL</u></strong>), <strong>Microsoft</strong> (NASDAQ: <strong><u>MSFT</u></strong>), <strong>Nvidia</strong> (NASDAQ: <strong><u>NVDA</u></strong>), and <strong>Tesla</strong> (NASDAQ: <strong><u>TSLA</u></strong>) have had a great year so far.</p><p>These tech giants are the main reason indices such as the <strong>S&P 500</strong> and the <strong>Nasdaq Composite </strong>rebounded sharply in 2023. While tech stocks largely struggled last year, investors poured back into the sector at the beginning of 2023 with hopes of finding bargains, understanding that mature technology companies would likely weather any macroeconomic uncertainty better than their smaller peers.</p><p>However, the magnificent 7 are likely not to stay seven for long, and several tech stocks are poised to join the leaderboard in due time. Below are three of them.</p><h2 id=\"id_161386589\">Advanced Micro Devices (AMD)</h2><p><strong>Advanced Micro Devices</strong> (NASDAQ: <strong><u>AMD</u></strong>) has become well known for snatching market share away from the likes of <strong>Intel</strong> (NASDAQ: <strong><u>INTC</u></strong>). Still, it is about to enter the artificial intelligence (<strong>AI</strong>) semiconductor chip race that its competitor, Nvidia, has largely dominated.</p><p>In AMD’s second-quarter earnings report released in mid-June, the chipmaker finally announced the MI300x GPU chipset, which will compete directly with Nvidia’s A100 and H100 chips used to train LLMs. the chipmaker announced it expects to sell $2 billion in AI chips next year.</p><p>Overall, in 2023, AMD’s shares have performed inconsistently, with some traders betting on the company’s awaited AI chips while others have begun to worry about the slowing PC markets’ toll on AMD’s revenue growth. Either way, as AMD enters the AI race, its market cap is likely to rise astronomically in the coming years, placing it on the “Magnificent 7” leaderboard.</p><h2 id=\"id_1753912491\">CrowdStrike (CRWD)</h2><p>While <strong>CrowdStrike</strong> (NASDAQ: <strong><u>CRWD</u></strong>) is currently much smaller than AMD in market cap, the cybersecurity firm will likely rise. CrowdStrike is a leading provider of cloud-based endpoint protection and threat intelligence services. The company’s comprehensive platform leverages artificial intelligence, behavioral analytics, and threat intelligence to detect and prevent breaches. CrowdStrike has undoubtedly come a long way and is now, according to IDC, the largest player in the Worldwide Endpoint Security market, even outpacing Microsoft.</p><p>CrowdStrike’s financial results in 2023 have continued to be impressive. In particular, the company reported results for Q3 FY2024, beating analysts’ expectations on both revenue and earnings. The company grew its revenue by 34% year-over-year to $786 million, driven by strong demand for its subscription-based products and services.</p><p>CrowdStrike’s shares have climbed more than 123% YTD, which places the cybersecurity stock at over $56 billion in market cap, and the company could rise further as it continues to dominate the cybersecurity market.</p><h2 id=\"id_2111098937\">Palantir (PLTR)</h2><p>Founders Peter Thiel and Alex Karp formed <strong>Palantir Technologies</strong> (NYSE: <strong><u>PLTR</u></strong>), initially focusing on serving the United States’ defense and intelligence sectors. However, since its inception, the company has expanded its customer base to include various industries such as healthcare, energy, and finance. For example, a few weeks ago, Palantir won a lucrative contract to manage England’s National Health Service data, exemplifying the traction of the platform outside of its original core end markets.</p><p>Palantir’s entrance into AI-enhanced analytics will drive the attractiveness of its platform. Demand for these solutions has already started to pick up, according to the company’s recent earnings report. The company’s “U.S. Commercial business segment” increased revenue figures by 37% year-over-year, driven by demand for Palantir’s Artificial Intelligence Platform.</p><p>While Palantir is not yet worth $100 billion in market capitalization, the company could well be on its way to joining the leaderboard of the largest publicly listed tech companies as its business and user base grow.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beyond the Magnificent 7: 3 Stocks Poised to Join the Leader Board</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\">\nBeyond the Magnificent 7: 3 Stocks Poised to Join the Leader Board\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 14:50 GMT+8 <a href=https://investorplace.com/2023/12/beyond-the-magnificent-7-3-stocks-poised-to-join-the-leader-board/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The following technology stocks are poised to join the leaderboard.Advanced Micro Devices (AMD): Despite PC revenue slowing, AMD’s fortunes are in the AI chip market.CrowdStrike (CRWD): A strong ...</p>\n\n<a href=\"https://investorplace.com/2023/12/beyond-the-magnificent-7-3-stocks-poised-to-join-the-leader-board/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","CRWD":"CrowdStrike Holdings, Inc.","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4547":"WSB热门概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4549":"软银资本持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","AMD":"美国超微公司","BK4548":"巴美列捷福持仓","PLTR":"Palantir Technologies Inc.","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4554":"元宇宙及AR概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4553":"喜马拉雅资本持仓"},"source_url":"https://investorplace.com/2023/12/beyond-the-magnificent-7-3-stocks-poised-to-join-the-leader-board/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389056833","content_text":"The following technology stocks are poised to join the leaderboard.Advanced Micro Devices (AMD): Despite PC revenue slowing, AMD’s fortunes are in the AI chip market.CrowdStrike (CRWD): A strong earnings report reasserts CrowdStrike’s market dominance.Palantir (PLTR): A new contract with England’s NHS shows how far Palantir’s platform has come.The “Magnificent 7” stocks, or Meta Platforms (NASDAQ: META), Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG, NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), and Tesla (NASDAQ: TSLA) have had a great year so far.These tech giants are the main reason indices such as the S&P 500 and the Nasdaq Composite rebounded sharply in 2023. While tech stocks largely struggled last year, investors poured back into the sector at the beginning of 2023 with hopes of finding bargains, understanding that mature technology companies would likely weather any macroeconomic uncertainty better than their smaller peers.However, the magnificent 7 are likely not to stay seven for long, and several tech stocks are poised to join the leaderboard in due time. Below are three of them.Advanced Micro Devices (AMD)Advanced Micro Devices (NASDAQ: AMD) has become well known for snatching market share away from the likes of Intel (NASDAQ: INTC). Still, it is about to enter the artificial intelligence (AI) semiconductor chip race that its competitor, Nvidia, has largely dominated.In AMD’s second-quarter earnings report released in mid-June, the chipmaker finally announced the MI300x GPU chipset, which will compete directly with Nvidia’s A100 and H100 chips used to train LLMs. the chipmaker announced it expects to sell $2 billion in AI chips next year.Overall, in 2023, AMD’s shares have performed inconsistently, with some traders betting on the company’s awaited AI chips while others have begun to worry about the slowing PC markets’ toll on AMD’s revenue growth. Either way, as AMD enters the AI race, its market cap is likely to rise astronomically in the coming years, placing it on the “Magnificent 7” leaderboard.CrowdStrike (CRWD)While CrowdStrike (NASDAQ: CRWD) is currently much smaller than AMD in market cap, the cybersecurity firm will likely rise. CrowdStrike is a leading provider of cloud-based endpoint protection and threat intelligence services. The company’s comprehensive platform leverages artificial intelligence, behavioral analytics, and threat intelligence to detect and prevent breaches. CrowdStrike has undoubtedly come a long way and is now, according to IDC, the largest player in the Worldwide Endpoint Security market, even outpacing Microsoft.CrowdStrike’s financial results in 2023 have continued to be impressive. In particular, the company reported results for Q3 FY2024, beating analysts’ expectations on both revenue and earnings. The company grew its revenue by 34% year-over-year to $786 million, driven by strong demand for its subscription-based products and services.CrowdStrike’s shares have climbed more than 123% YTD, which places the cybersecurity stock at over $56 billion in market cap, and the company could rise further as it continues to dominate the cybersecurity market.Palantir (PLTR)Founders Peter Thiel and Alex Karp formed Palantir Technologies (NYSE: PLTR), initially focusing on serving the United States’ defense and intelligence sectors. However, since its inception, the company has expanded its customer base to include various industries such as healthcare, energy, and finance. For example, a few weeks ago, Palantir won a lucrative contract to manage England’s National Health Service data, exemplifying the traction of the platform outside of its original core end markets.Palantir’s entrance into AI-enhanced analytics will drive the attractiveness of its platform. Demand for these solutions has already started to pick up, according to the company’s recent earnings report. The company’s “U.S. Commercial business segment” increased revenue figures by 37% year-over-year, driven by demand for Palantir’s Artificial Intelligence Platform.While Palantir is not yet worth $100 billion in market capitalization, the company could well be on its way to joining the leaderboard of the largest publicly listed tech companies as its business and user base grow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231759686955136,"gmtCreate":1697591010019,"gmtModify":1697591014256,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231759686955136","repostId":"1169264768","repostType":2,"repost":{"id":"1169264768","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1697539649,"share":"https://www.laohu8.com/m/news/1169264768?lang=&edition=full","pubTime":"2023-10-17 18:47","market":"us","language":"en","title":"BofA Profit Rises on Higher Interest Income, Surprise Investment Banking Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1169264768","media":"Reuters","summary":"Bank of America press release : Q3 GAAP EPS of $0.90 beats by $0.08.Revenue of $25.2B beats by $130M.Net interest income up $614 million, or 4%, to $14.4 billion , driven primarily by benefits from higher interest rates and loan growth – Noninterest income of $10.8 billion increased $51 million, as higher sales and trading revenue and asset management fees more than offset lower other income.Provision for credit losses of $1.2 billion increased $336 million – Net reserve build of $303 million","content":"<html><head></head><body><p style=\"text-align: start;\">Oct 17 (Reuters) - Bank of America's profit rose in the third quarter as it joined rivals in earning more from interest payments by its customers, while investment banking and trading fared better than expected.</p><p style=\"text-align: start;\">The second-largest U.S. bank on Tuesday posted net income of $7.27 billion, or 91 cents per share, in the three months ended Sept. 30. It rose from $6.58 billion, or 81 cents per share, a year earlier.</p><p>BofA's investment banking and trading units managed to outperform Wall Street expectations as they reported higher revenue, bucking an industry-wide slump.</p><p style=\"text-align: start;\">Meanwhile, lenders have seen their interest income swell as they had more room to charge customers higher rates on loans after the Federal Reserve raised borrowing costs in its fight against inflation.</p><p style=\"text-align: start;\">Bank of America's net interest income (NII) rose 4% in the third quarter to $14.4 billion.</p><p>Lending giants JPMorgan Chase, Citigroup and Wells Fargo also reported a surge in NII on Friday and raised their forecasts for the key metric.</p><p style=\"text-align: start;\">Interest income across the sector has also been supported by Americans who have healthy household finances and continue to spend money using their credit cards despite a looming economic slowdown.</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>BofA Profit Rises on Higher Interest Income, Surprise Investment Banking Gain</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\">\nBofA Profit Rises on Higher Interest Income, Surprise Investment Banking Gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-10-17 18:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Oct 17 (Reuters) - Bank of America's profit rose in the third quarter as it joined rivals in earning more from interest payments by its customers, while investment banking and trading fared better than expected.</p><p style=\"text-align: start;\">The second-largest U.S. bank on Tuesday posted net income of $7.27 billion, or 91 cents per share, in the three months ended Sept. 30. It rose from $6.58 billion, or 81 cents per share, a year earlier.</p><p>BofA's investment banking and trading units managed to outperform Wall Street expectations as they reported higher revenue, bucking an industry-wide slump.</p><p style=\"text-align: start;\">Meanwhile, lenders have seen their interest income swell as they had more room to charge customers higher rates on loans after the Federal Reserve raised borrowing costs in its fight against inflation.</p><p style=\"text-align: start;\">Bank of America's net interest income (NII) rose 4% in the third quarter to $14.4 billion.</p><p>Lending giants JPMorgan Chase, Citigroup and Wells Fargo also reported a surge in NII on Friday and raised their forecasts for the key metric.</p><p style=\"text-align: start;\">Interest income across the sector has also been supported by Americans who have healthy household finances and continue to spend money using their credit cards despite a looming economic slowdown.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行"},"source_url":"https://seekingalpha.com/news/4021016-bank-of-america-gaap-eps-of-0_90-beats-0_08-revenue-of-25_2b-beats-130m","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169264768","content_text":"Oct 17 (Reuters) - Bank of America's profit rose in the third quarter as it joined rivals in earning more from interest payments by its customers, while investment banking and trading fared better than expected.The second-largest U.S. bank on Tuesday posted net income of $7.27 billion, or 91 cents per share, in the three months ended Sept. 30. It rose from $6.58 billion, or 81 cents per share, a year earlier.BofA's investment banking and trading units managed to outperform Wall Street expectations as they reported higher revenue, bucking an industry-wide slump.Meanwhile, lenders have seen their interest income swell as they had more room to charge customers higher rates on loans after the Federal Reserve raised borrowing costs in its fight against inflation.Bank of America's net interest income (NII) rose 4% in the third quarter to $14.4 billion.Lending giants JPMorgan Chase, Citigroup and Wells Fargo also reported a surge in NII on Friday and raised their forecasts for the key metric.Interest income across the sector has also been supported by Americans who have healthy household finances and continue to spend money using their credit cards despite a looming economic slowdown.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970938702,"gmtCreate":1683799090106,"gmtModify":1683799094506,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970938702","repostId":"2334762755","repostType":4,"repost":{"id":"2334762755","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1683786987,"share":"https://www.laohu8.com/m/news/2334762755?lang=&edition=full","pubTime":"2023-05-11 14:36","market":"us","language":"en","title":"Don't Own Apple Stock? You're Probably Regretting It","url":"https://stock-news.laohu8.com/highlight/detail?id=2334762755","media":"Dow Jones","summary":"Big tech has played the biggest part in the market's rally this year. Yet it isn't an entirely new p","content":"<html><head></head><body><p>Big tech has played the biggest part in the market's rally this year. Yet it isn't an entirely new phenomenon -- just look at Apple stock over the past half-decade.</p><p>Much has been made about how just a small number of megacap tech companies have been the driving force behind 2023's rally, even as many other stocks lag behind. Apple (ticker: AAPL) has surged more than 33% since the start of the year, crushing both the S&P 500 and the tech-heavy Nasdaq Composite's returns, and making it the second-best performing FAANG stock behind Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> <a href=\"https://laohu8.com/S/META\">$(META)$</a>.</p><p>It isn't a new story: Before tech stocks' rout in 2022's bear market, the FAANG+M cohort -- a shorthand way to refer to tech giants Meta, Apple, Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, Google parent Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> -- had enjoyed a long run of massive gains.</p><p>Managers with relatively low exposure to such tech heavyweights might be kicking themselves right about now. In fact, the outsize influence of tech companies on active mutual funds' returns over the past several years is especially evident from looking at a single variable: Whether or not these funds have owned Apple stock.</p><p>In a note to clients Wednesday, Wells Fargo analyst Christopher Harvey points out a "recurring theme" -- that a lack of just Apple in a portfolio has been enough to fuel manager underperformance. The note is part of his ongoing series examining active managers' returns.</p><p>Harvey's data point to a particularly hefty contribution by Apple year to date: With Apple, the S&P 500's total return stands at 8%, compared with 6.2% when excluding it. The iPhone makers' impact is clearly visible going farther back as well.</p><p>Apple has accounted for more than one-tenth of the S&P 500's total return since 2018, Harvey says. Since the last day of 2017, the S&P 500's total return has been 69.3%, while Apple's has been 329.1%. Stripping out Apple, the index's return over that period is lowered to 59%.</p><p>Harvey uses this data to show that tech more broadly has become too make-or-break for active portfolios.</p><p>"A reluctance to embrace uber-caps remains too big a hurdle," causing large-cap managers to lag behind the broader market in 2023, Harvey writes.</p><p>While some other big tech players' rallies seem to hang on relatively modest fundamentals, Apple just reported a much better-than-expected quarter, bolstered by iPhone sales. It marks the latest in a string of examples as to why the investment case for the stock still stands.</p><p>Money managers who have bet against it this year -- and in the past -- keep learning the hard way.</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>Don't Own Apple Stock? You're Probably Regretting It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Own Apple Stock? You're Probably Regretting It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-05-11 14:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Big tech has played the biggest part in the market's rally this year. Yet it isn't an entirely new phenomenon -- just look at Apple stock over the past half-decade.</p><p>Much has been made about how just a small number of megacap tech companies have been the driving force behind 2023's rally, even as many other stocks lag behind. Apple (ticker: AAPL) has surged more than 33% since the start of the year, crushing both the S&P 500 and the tech-heavy Nasdaq Composite's returns, and making it the second-best performing FAANG stock behind Facebook parent <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> <a href=\"https://laohu8.com/S/META\">$(META)$</a>.</p><p>It isn't a new story: Before tech stocks' rout in 2022's bear market, the FAANG+M cohort -- a shorthand way to refer to tech giants Meta, Apple, Amazon.com <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, Google parent Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> -- had enjoyed a long run of massive gains.</p><p>Managers with relatively low exposure to such tech heavyweights might be kicking themselves right about now. In fact, the outsize influence of tech companies on active mutual funds' returns over the past several years is especially evident from looking at a single variable: Whether or not these funds have owned Apple stock.</p><p>In a note to clients Wednesday, Wells Fargo analyst Christopher Harvey points out a "recurring theme" -- that a lack of just Apple in a portfolio has been enough to fuel manager underperformance. The note is part of his ongoing series examining active managers' returns.</p><p>Harvey's data point to a particularly hefty contribution by Apple year to date: With Apple, the S&P 500's total return stands at 8%, compared with 6.2% when excluding it. The iPhone makers' impact is clearly visible going farther back as well.</p><p>Apple has accounted for more than one-tenth of the S&P 500's total return since 2018, Harvey says. Since the last day of 2017, the S&P 500's total return has been 69.3%, while Apple's has been 329.1%. Stripping out Apple, the index's return over that period is lowered to 59%.</p><p>Harvey uses this data to show that tech more broadly has become too make-or-break for active portfolios.</p><p>"A reluctance to embrace uber-caps remains too big a hurdle," causing large-cap managers to lag behind the broader market in 2023, Harvey writes.</p><p>While some other big tech players' rallies seem to hang on relatively modest fundamentals, Apple just reported a much better-than-expected quarter, bolstered by iPhone sales. It marks the latest in a string of examples as to why the investment case for the stock still stands.</p><p>Money managers who have bet against it this year -- and in the past -- keep learning the hard way.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2334762755","content_text":"Big tech has played the biggest part in the market's rally this year. Yet it isn't an entirely new phenomenon -- just look at Apple stock over the past half-decade.Much has been made about how just a small number of megacap tech companies have been the driving force behind 2023's rally, even as many other stocks lag behind. Apple (ticker: AAPL) has surged more than 33% since the start of the year, crushing both the S&P 500 and the tech-heavy Nasdaq Composite's returns, and making it the second-best performing FAANG stock behind Facebook parent Meta Platforms $(META)$.It isn't a new story: Before tech stocks' rout in 2022's bear market, the FAANG+M cohort -- a shorthand way to refer to tech giants Meta, Apple, Amazon.com $(AMZN)$, Netflix $(NFLX)$, Google parent Alphabet $(GOOGL)$, and Microsoft $(MSFT)$ -- had enjoyed a long run of massive gains.Managers with relatively low exposure to such tech heavyweights might be kicking themselves right about now. In fact, the outsize influence of tech companies on active mutual funds' returns over the past several years is especially evident from looking at a single variable: Whether or not these funds have owned Apple stock.In a note to clients Wednesday, Wells Fargo analyst Christopher Harvey points out a \"recurring theme\" -- that a lack of just Apple in a portfolio has been enough to fuel manager underperformance. The note is part of his ongoing series examining active managers' returns.Harvey's data point to a particularly hefty contribution by Apple year to date: With Apple, the S&P 500's total return stands at 8%, compared with 6.2% when excluding it. The iPhone makers' impact is clearly visible going farther back as well.Apple has accounted for more than one-tenth of the S&P 500's total return since 2018, Harvey says. Since the last day of 2017, the S&P 500's total return has been 69.3%, while Apple's has been 329.1%. Stripping out Apple, the index's return over that period is lowered to 59%.Harvey uses this data to show that tech more broadly has become too make-or-break for active portfolios.\"A reluctance to embrace uber-caps remains too big a hurdle,\" causing large-cap managers to lag behind the broader market in 2023, Harvey writes.While some other big tech players' rallies seem to hang on relatively modest fundamentals, Apple just reported a much better-than-expected quarter, bolstered by iPhone sales. It marks the latest in a string of examples as to why the investment case for the stock still stands.Money managers who have bet against it this year -- and in the past -- keep learning the hard way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942572416,"gmtCreate":1681263218836,"gmtModify":1681263220944,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942572416","repostId":"1129119494","repostType":2,"repost":{"id":"1129119494","pubTimestamp":1681224782,"share":"https://www.laohu8.com/m/news/1129119494?lang=&edition=full","pubTime":"2023-04-11 22:53","market":"us","language":"en","title":"Apple Stock: It's Way Worse Than I Thought","url":"https://stock-news.laohu8.com/highlight/detail?id=1129119494","media":"Seeking Alpha","summary":"SummaryLast time, I called Apple Inc.'s earnings miss based on Samsung's operating data. Today, I se","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Last time, I called Apple Inc.'s earnings miss based on Samsung's operating data. Today, I see even more reason to expect Apple's failure for Q1 2023.</p></li><li><p>Samsung's Mobile Experience segment operating profit is guided to fall by ~34.5% YoY. Apple's revenue is projected to fall by just 5.91% YoY in Q1 2023.</p></li><li><p>At the same time, Wall Street analysts give Apple a fairly high premium to its valuation, deviating from historical multiples for years to come.</p></li><li><p>CEO Tim Cook has sold part of his shares for the first time since mid-2021.</p></li><li><p>Based on this analysis, I anticipate that Apple's stock could decline by 19.5% this year. I'm downgrading Apple Inc. stock to Sell.</p></li></ul><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffb2b859c81022666d4118f05f93e6eb\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"563\"/></p><p></p><h2>Introduction</h2><p>I previously published my analysis of how <strong>Apple Inc.</strong> (NASDAQ:AAPL) and its results depend on the results of the company's largest competitor, Samsung (OTCPK:SSNLF). At that time, on February 1, 2022, I analyzed the Korean company's report and concluded that Apple will most likely not be able to beat analysts' forecasts and that Apple CEO Tim Cook will likely disappoint investors with his guidance. As time has shown, that's precisely what happened. And that EPS miss has become the first one in recent years.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/baaff3a44a533af9d9a0b0ae168d7348\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"285\"/></p>It's been a little over 2 months since then, and all the while I have remained neutral on AAPL. The stock continued to rise - since that publication its total return amounted to 13.4% against the S&P 500 Index (SP500) return of -0.34% as many began to seek a safe haven in mega-cap tech stocks.<p></p><p>At the moment, however, I see no reason to be optimistic - <strong>I can't even remain neutral anymore.</strong> In this article, I analyze Samsung's recent report and other key factors that led me to downgrade my previous Neutral rating to Sell. Let's dive in for more detail.</p><h2>Samsung Sends Apple Investors A Warning Message - Again</h2><p>The world's largest memory chips maker reported on Friday that its operating profit is going to fall more than 95% YoY to 0.5-0.7 trillion won (~$455 million) in Q1 2023, according to Seeking Alpha News. The last time Samsung’s semiconductor business saw such a loss was in Q1 2009, when the world was recovering from the 2008 financial crisis.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14b6112dd2e3ef7d5564a780500ddc35\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"115\"/></p>Samsung has announced it will cut production of memory chip production due to continued weak demand. As South Korea's largest family-run conglomerate, Samsung contributes to more than 20% of the nation's GDP, and its economic struggles are worrisome. This is the second consecutive quarter of significant profit decline for Samsung. In Q4 2022, profits fell by nearly 70% due to the conflict in Ukraine and inflation.<p></p><p>On a positive note, Samsung's smartphone division may have helped mitigate some of the losses, the full extent of which will be elaborated on during the company's upcoming quarterly earnings call later this month. Samsung's Mobile Experience segment - the company’s smartphone division - reportedly earned profits of around KRW 3.3 trillion (~$2.5 billion), according to sammobile.com. However, everything is learned by comparison - if we compare this guidance with Q1 FY2022, it turns out that <strong>this positive operating profit is still ~34.55% lower than last year</strong> and ~43% lower than in Q1 2021:</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ba25566e840227550e3ed15def35b8b\" alt=\"Samsung's Q1 2022 results, author's notes\" title=\"Samsung's Q1 2022 results, author's notes\" tg-width=\"640\" tg-height=\"369\"/><span>Samsung's Q1 2022 results, author's notes</span></p>Let me remind you that Samsung is Apple's closest competitor when it comes to smartphone sales, even though this segment accounts for only 34.55% of Samsung's total revenue [based on Q1 2022 data]. For Apple, the iPhone segment still accounts for about 52% despite all the company's attempts to diversify into Services in recent years.<p></p><p>In my opinion, there are 2 bad news pieces for Apple in the whole story with Samsung's Q1 2023 guidance. First, the Korean company's and its competitors' attempts to cut chip production may point to the realization of a scenario I have long written about in my articles on Apple and other tech stocks - if their products are not a pressing need for consumers, <strong>the elasticity of demand to changes in the real incomes of the population will be quite high</strong>; as a result, smartphone sales will come under severe pressure - there is nothing to change them for if they still work. Especially if there is not much change in functionality. Yes, certain segments of the population are willing to cut corners on other costs just to get a new device - but we are talking about the majority here, not the minority. And the trend in chip production around the world suggests that manufacturers are preparing in advance for the consequences of this very high elasticity:</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9089eb1e751853f396101a84c93e967\" alt=\"Bloomberg\" title=\"Bloomberg\" tg-width=\"640\" tg-height=\"363\"/><span>Bloomberg</span></p><p></p><p>Second, Samsung's Mobile Experience segment itself shows a sharp decline in operating profit - a bad sign for Apple's main source of revenue.</p><h2>Apple Stock Valuation: The Earnings Dip Is Not Priced In</h2><p>While Samsung's Mobile Experience operating profit is expected to decline by up to 34.5% in Q1 2023, Apple stock is pricing in a slight deviation from its long-term EPS growth [-5.91% YoY], which looks like normal seasonality.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c158ad24716ac552811680c2d04b414\" alt=\"Seeking Alpha, author's notes\" title=\"Seeking Alpha, author's notes\" tg-width=\"640\" tg-height=\"327\"/><span>Seeking Alpha, author's notes</span></p><p></p><p>At the same time, Wall Street analysts give Apple a fairly high premium to its valuation, deviating from historical valuation multiples. Below I give an example from a recent report by Bank of America analysts who first estimate the P/E multiple for FY2024 at 26 times and then explain that this is in line with the historical range of 9-34x with the median at 14x - in my opinion, the reader should have a sense of contradiction just from the very description of these assumptions.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b702266026e6c334728af3402f94cbf7\" alt=\"Seeking Alpha, author's notes\" title=\"Seeking Alpha, author's notes\" tg-width=\"640\" tg-height=\"251\"/><span>Seeking Alpha, author's notes</span></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45ed0f1f7f98c902c3421656a80c49c5\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"501\"/><span>Chart</span></p><p></p><p>Data by YCharts</p><p></p><blockquote>Our PO of $168 is based on ~26x our E2024 EPS of $6.30. Our target multiple compares to the long-term historical range of 9-34x (median 14x). We believe a multiple at the higher end of the historical range is justified given a large cash balance and opportunity to diversify into new end markets, increasing mix and diversity of services.Source: BofA's report as of April 5, 2023 [proprietary source]</blockquote><p><em>How can a year-end target multiple of ~26x be compared to the median of 14x?</em></p><p>I understand that there should be a premium for Apple being the largest tech company in the world with a huge moat and therefore part of the assets of most passive funds. But if we are going to put a premium based also on the large cash balance as BofA says, would not it be fair to also take into account the rate at which those cash piles have been depleted in recent years?</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f103d67be615f199657b3bbab74725fc\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p></p><p>Data by YCharts</p><p></p><p>I agree that Apple deserves a premium for being able to continue diversifying into Services - however, <strong>the current state of affairs in that segment is not the best, either</strong>, according to the same BofA report:</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a259b6dface7eeceb6bc22a934d5080\" alt=\"BofA's report as of April 5, 2023 [proprietary source]\" title=\"BofA's report as of April 5, 2023 [proprietary source]\" tg-width=\"640\" tg-height=\"411\"/><span>BofA's report as of April 5, 2023 [proprietary source]</span></p><p></p><p style=\"text-align: left;\"><strong>BofA's report as of April 5, 2023 [proprietary source]</strong></p><p></p><p>The current situation reminds me of Q1 2022. Back then, a year ago, AAPL's implied P/E multiple rose to 28.22x while the stock price was around $174/share. The TTM EPS reached $6.15, which was a record high. After that, the multiple dropped to 22.5 by mid-2022, TTM EPS dropped just 10 cents [to $6.05], and the share price dropped to ~$136 [-22%]. I think today the risk of such a scenario repeating itself has risen sharply again - Q1 2023 results are unlikely to please investors, as is Tim Cook's presumably cautious guidance again.</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c4d0f80a5edb8c45bf4229cc68f34a0\" alt=\"Macrotrends.net [author's notes]\" title=\"Macrotrends.net [author's notes]\" tg-width=\"640\" tg-height=\"495\"/><span>Macrotrends.net [author's notes]</span></p><p></p><p>By the way, a few words about Tim Cook - as an indirect confirmation of the high probability of my conclusions are his recent sales. On April 3, the CEO sold over $9 million worth of company stock at prices ranging from $165.41 to $165.845 per share. The last time Mr. Cook sold was in mid-2021. This coincided with another indirect confirmation of my conclusions about the impending multiple contraction due to weaker-than-expected operating results - the weekly chart of AAPL stock shows strong resistance from which a correction of at least ~16% looks quite likely:</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2e8039897e007c092a477d345d651fa\" alt=\"TrendSpider Software, author's notes\" title=\"TrendSpider Software, author's notes\" tg-width=\"640\" tg-height=\"309\"/><span>TrendSpider Software, author's notes</span></p><p></p><h2>Your Takeaway</h2><p>Of course, I'm sure that Apple Inc. is very well positioned for the long term. The company's loyal customer base is known to readily adopt new products and stay within the Apple ecosystem, which contributes to consistent revenue. Apple's innovative product pipeline, which includes iconic products such as the iPhone, iPad, and Apple Watch, often fuels investor optimism about the company's potential for breakthrough technologies. Diversifying revenue not only through hardware but also through services such as Apple Music, iCloud, Apple TV + and Apple Arcade helps minimize risk and generate multiple revenue streams. In addition, Apple's solid balance sheet and still-substantial cash reserves allow it to invest in R&D, M&A, and share buybacks, which has a positive impact on the stock price.</p><p>My revised Sell rating is based solely on tactical positioning, highlighting that the market has not yet adjusted to this information, or is choosing not to, despite common sense. Samsung's guidance, which proved to be worse than initially anticipated, serves as a reminder that Apple is not impervious to slowing demand and that the company may not always meet high expectations. The path to long-term success inevitably includes setbacks and crises, and it appears we are currently witnessing one of them.</p><p>I project Apple Inc.'s P/E ratio to be around 23x by the end of FY2023, with a full-year EPS of $5.76 - a negative miss of 3.64% compared to the consensus [like in Q4 2022]. Based on this analysis, I anticipate that Apple Inc. stock could decline by 19.5% this year.</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>Apple Stock: It's Way Worse Than I Thought</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: It's Way Worse Than I Thought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-11 22:53 GMT+8 <a href=https://seekingalpha.com/article/4593262-apple-stock-its-way-worse-than-i-thought-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLast time, I called Apple Inc.'s earnings miss based on Samsung's operating data. Today, I see even more reason to expect Apple's failure for Q1 2023.Samsung's Mobile Experience segment ...</p>\n\n<a href=\"https://seekingalpha.com/article/4593262-apple-stock-its-way-worse-than-i-thought-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4593262-apple-stock-its-way-worse-than-i-thought-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1129119494","content_text":"SummaryLast time, I called Apple Inc.'s earnings miss based on Samsung's operating data. Today, I see even more reason to expect Apple's failure for Q1 2023.Samsung's Mobile Experience segment operating profit is guided to fall by ~34.5% YoY. Apple's revenue is projected to fall by just 5.91% YoY in Q1 2023.At the same time, Wall Street analysts give Apple a fairly high premium to its valuation, deviating from historical multiples for years to come.CEO Tim Cook has sold part of his shares for the first time since mid-2021.Based on this analysis, I anticipate that Apple's stock could decline by 19.5% this year. I'm downgrading Apple Inc. stock to Sell.IntroductionI previously published my analysis of how Apple Inc. (NASDAQ:AAPL) and its results depend on the results of the company's largest competitor, Samsung (OTCPK:SSNLF). At that time, on February 1, 2022, I analyzed the Korean company's report and concluded that Apple will most likely not be able to beat analysts' forecasts and that Apple CEO Tim Cook will likely disappoint investors with his guidance. As time has shown, that's precisely what happened. And that EPS miss has become the first one in recent years.It's been a little over 2 months since then, and all the while I have remained neutral on AAPL. The stock continued to rise - since that publication its total return amounted to 13.4% against the S&P 500 Index (SP500) return of -0.34% as many began to seek a safe haven in mega-cap tech stocks.At the moment, however, I see no reason to be optimistic - I can't even remain neutral anymore. In this article, I analyze Samsung's recent report and other key factors that led me to downgrade my previous Neutral rating to Sell. Let's dive in for more detail.Samsung Sends Apple Investors A Warning Message - AgainThe world's largest memory chips maker reported on Friday that its operating profit is going to fall more than 95% YoY to 0.5-0.7 trillion won (~$455 million) in Q1 2023, according to Seeking Alpha News. The last time Samsung’s semiconductor business saw such a loss was in Q1 2009, when the world was recovering from the 2008 financial crisis.Samsung has announced it will cut production of memory chip production due to continued weak demand. As South Korea's largest family-run conglomerate, Samsung contributes to more than 20% of the nation's GDP, and its economic struggles are worrisome. This is the second consecutive quarter of significant profit decline for Samsung. In Q4 2022, profits fell by nearly 70% due to the conflict in Ukraine and inflation.On a positive note, Samsung's smartphone division may have helped mitigate some of the losses, the full extent of which will be elaborated on during the company's upcoming quarterly earnings call later this month. Samsung's Mobile Experience segment - the company’s smartphone division - reportedly earned profits of around KRW 3.3 trillion (~$2.5 billion), according to sammobile.com. However, everything is learned by comparison - if we compare this guidance with Q1 FY2022, it turns out that this positive operating profit is still ~34.55% lower than last year and ~43% lower than in Q1 2021:Samsung's Q1 2022 results, author's notesLet me remind you that Samsung is Apple's closest competitor when it comes to smartphone sales, even though this segment accounts for only 34.55% of Samsung's total revenue [based on Q1 2022 data]. For Apple, the iPhone segment still accounts for about 52% despite all the company's attempts to diversify into Services in recent years.In my opinion, there are 2 bad news pieces for Apple in the whole story with Samsung's Q1 2023 guidance. First, the Korean company's and its competitors' attempts to cut chip production may point to the realization of a scenario I have long written about in my articles on Apple and other tech stocks - if their products are not a pressing need for consumers, the elasticity of demand to changes in the real incomes of the population will be quite high; as a result, smartphone sales will come under severe pressure - there is nothing to change them for if they still work. Especially if there is not much change in functionality. Yes, certain segments of the population are willing to cut corners on other costs just to get a new device - but we are talking about the majority here, not the minority. And the trend in chip production around the world suggests that manufacturers are preparing in advance for the consequences of this very high elasticity:BloombergSecond, Samsung's Mobile Experience segment itself shows a sharp decline in operating profit - a bad sign for Apple's main source of revenue.Apple Stock Valuation: The Earnings Dip Is Not Priced InWhile Samsung's Mobile Experience operating profit is expected to decline by up to 34.5% in Q1 2023, Apple stock is pricing in a slight deviation from its long-term EPS growth [-5.91% YoY], which looks like normal seasonality.Seeking Alpha, author's notesAt the same time, Wall Street analysts give Apple a fairly high premium to its valuation, deviating from historical valuation multiples. Below I give an example from a recent report by Bank of America analysts who first estimate the P/E multiple for FY2024 at 26 times and then explain that this is in line with the historical range of 9-34x with the median at 14x - in my opinion, the reader should have a sense of contradiction just from the very description of these assumptions.Seeking Alpha, author's notesChartData by YChartsOur PO of $168 is based on ~26x our E2024 EPS of $6.30. Our target multiple compares to the long-term historical range of 9-34x (median 14x). We believe a multiple at the higher end of the historical range is justified given a large cash balance and opportunity to diversify into new end markets, increasing mix and diversity of services.Source: BofA's report as of April 5, 2023 [proprietary source]How can a year-end target multiple of ~26x be compared to the median of 14x?I understand that there should be a premium for Apple being the largest tech company in the world with a huge moat and therefore part of the assets of most passive funds. But if we are going to put a premium based also on the large cash balance as BofA says, would not it be fair to also take into account the rate at which those cash piles have been depleted in recent years?ChartData by YChartsI agree that Apple deserves a premium for being able to continue diversifying into Services - however, the current state of affairs in that segment is not the best, either, according to the same BofA report:BofA's report as of April 5, 2023 [proprietary source]BofA's report as of April 5, 2023 [proprietary source]The current situation reminds me of Q1 2022. Back then, a year ago, AAPL's implied P/E multiple rose to 28.22x while the stock price was around $174/share. The TTM EPS reached $6.15, which was a record high. After that, the multiple dropped to 22.5 by mid-2022, TTM EPS dropped just 10 cents [to $6.05], and the share price dropped to ~$136 [-22%]. I think today the risk of such a scenario repeating itself has risen sharply again - Q1 2023 results are unlikely to please investors, as is Tim Cook's presumably cautious guidance again.Macrotrends.net [author's notes]By the way, a few words about Tim Cook - as an indirect confirmation of the high probability of my conclusions are his recent sales. On April 3, the CEO sold over $9 million worth of company stock at prices ranging from $165.41 to $165.845 per share. The last time Mr. Cook sold was in mid-2021. This coincided with another indirect confirmation of my conclusions about the impending multiple contraction due to weaker-than-expected operating results - the weekly chart of AAPL stock shows strong resistance from which a correction of at least ~16% looks quite likely:TrendSpider Software, author's notesYour TakeawayOf course, I'm sure that Apple Inc. is very well positioned for the long term. The company's loyal customer base is known to readily adopt new products and stay within the Apple ecosystem, which contributes to consistent revenue. Apple's innovative product pipeline, which includes iconic products such as the iPhone, iPad, and Apple Watch, often fuels investor optimism about the company's potential for breakthrough technologies. Diversifying revenue not only through hardware but also through services such as Apple Music, iCloud, Apple TV + and Apple Arcade helps minimize risk and generate multiple revenue streams. In addition, Apple's solid balance sheet and still-substantial cash reserves allow it to invest in R&D, M&A, and share buybacks, which has a positive impact on the stock price.My revised Sell rating is based solely on tactical positioning, highlighting that the market has not yet adjusted to this information, or is choosing not to, despite common sense. Samsung's guidance, which proved to be worse than initially anticipated, serves as a reminder that Apple is not impervious to slowing demand and that the company may not always meet high expectations. The path to long-term success inevitably includes setbacks and crises, and it appears we are currently witnessing one of them.I project Apple Inc.'s P/E ratio to be around 23x by the end of FY2023, with a full-year EPS of $5.76 - a negative miss of 3.64% compared to the consensus [like in Q4 2022]. Based on this analysis, I anticipate that Apple Inc. stock could decline by 19.5% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942578282,"gmtCreate":1681262644246,"gmtModify":1681262647887,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"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/9942578282","repostId":"2326388489","repostType":2,"repost":{"id":"2326388489","pubTimestamp":1681256824,"share":"https://www.laohu8.com/m/news/2326388489?lang=&edition=full","pubTime":"2023-04-12 07:47","market":"us","language":"en","title":"Amazon: UBS Warns AWS Growth May Dip Below 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2326388489","media":"StreetInsider","summary":"Amazon shares are roughly 2.2% Tuesday after UBS analyst Karl Keirstead issued a warning that Street","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> shares are roughly 2.2% Tuesday after UBS analyst Karl Keirstead issued a warning that Street expectations for cloud growth remain too high for the first quarter.</p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c8141e48612044d35ad74e287a9877a\" title=\"\" tg-width=\"817\" tg-height=\"631\"/></p><p></p><p></p><p>Amazon, Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOGL) are expected to report on their Q1 performance later this month.</p><p>“Our checks down-ticked relative to our last round 3 months ago and in our view, Street growth estimates for 2023 are still too high,” Keirstead said in a client note.</p><p>For Amazon particularly, the Street estimates remain way too high. The Street expects AWS growth of 15% in Q1, down from the 20% reported for the fourth quarter. Keirstead projects that AWS likely grew 13% in Q1.</p><p>“This implies the growth rate of industry leader AWS will have gone from 40% in 4Q21 to 13% in 1Q23 in just 5 quarters. We find this a surprising turn of events that far exceeds the pressure we’re witnessing across most other technology sub-sectors. In our view, this is clear evidence of a significant pandemic-fueled cloud demand boost and resulting wasteful spend that is now being eliminated by enterprises and their consulting partners.”</p><p>Moreover, the analyst warns that “most investors believe that these estimates are too high and that AWS revs growth could hit 8-10% in 2Q23.” For Q2, UBS sees AWS growing at 10%.</p><p>“The current sell-side analyst consensus estimate is for AWS revenue growth to level out at ~14% in 4Q23 from 15% in 1Q23, presumably on the basis of easier comparisons and/or a 2H23 demand improvement. In our view, most (at least tech/software) investors have little/no confidence in these estimates and are modeling AWS revs growth to dip to 8-10% in 2Q23 and to be ~10% in 4Q23,” the analyst added.</p><p>Overall, the analyst concludes by saying that the cloud growth is “much worse” than expected and “is unchartered territory for most investors.”</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: UBS Warns AWS Growth May Dip Below 10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: UBS Warns AWS Growth May Dip Below 10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 07:47 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=21490385><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares are roughly 2.2% Tuesday after UBS analyst Karl Keirstead issued a warning that Street expectations for cloud growth remain too high for the first quarter.Amazon, Microsoft (NASDAQ: MSFT...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21490385\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.streetinsider.com/dr/news.php?id=21490385","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326388489","content_text":"Amazon shares are roughly 2.2% Tuesday after UBS analyst Karl Keirstead issued a warning that Street expectations for cloud growth remain too high for the first quarter.Amazon, Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOGL) are expected to report on their Q1 performance later this month.“Our checks down-ticked relative to our last round 3 months ago and in our view, Street growth estimates for 2023 are still too high,” Keirstead said in a client note.For Amazon particularly, the Street estimates remain way too high. The Street expects AWS growth of 15% in Q1, down from the 20% reported for the fourth quarter. Keirstead projects that AWS likely grew 13% in Q1.“This implies the growth rate of industry leader AWS will have gone from 40% in 4Q21 to 13% in 1Q23 in just 5 quarters. We find this a surprising turn of events that far exceeds the pressure we’re witnessing across most other technology sub-sectors. In our view, this is clear evidence of a significant pandemic-fueled cloud demand boost and resulting wasteful spend that is now being eliminated by enterprises and their consulting partners.”Moreover, the analyst warns that “most investors believe that these estimates are too high and that AWS revs growth could hit 8-10% in 2Q23.” For Q2, UBS sees AWS growing at 10%.“The current sell-side analyst consensus estimate is for AWS revenue growth to level out at ~14% in 4Q23 from 15% in 1Q23, presumably on the basis of easier comparisons and/or a 2H23 demand improvement. In our view, most (at least tech/software) investors have little/no confidence in these estimates and are modeling AWS revs growth to dip to 8-10% in 2Q23 and to be ~10% in 4Q23,” the analyst added.Overall, the analyst concludes by saying that the cloud growth is “much worse” than expected and “is unchartered territory for most investors.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942983727,"gmtCreate":1681103470369,"gmtModify":1681103475950,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Waiting for better price to accumulate more","listText":"Waiting for better price to accumulate more","text":"Waiting for better price to accumulate more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942983727","repostId":"1130164256","repostType":4,"repost":{"id":"1130164256","pubTimestamp":1681086391,"share":"https://www.laohu8.com/m/news/1130164256?lang=&edition=full","pubTime":"2023-04-10 08:26","market":"us","language":"en","title":"Nvidia Stock: Too Hot To Touch Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1130164256","media":"seekingalpha","summary":"SummaryNVIDIA is bringing more innovations to its market every day than many other tech companies ha","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>NVIDIA is bringing more innovations to its market every day than many other tech companies have in recent decades.</p></li><li><p>However, I think the astronomical rally in NVDA stock that we have seen since early 2023 has gotten ahead of itself.</p></li><li><p>The stock has sucked up all the positive expectations too quickly, leaving the company no margin for error (and thus no margin of safety for new investors).</p></li><li><p>NVDA's fair value per share should be $234-257.4, according to my calculations. This suggests a downside of 5 - 13.5% from the closing price.</p></li><li><p>Therefore, I rate the stock as "Hold" and recommend selling call options or waiting for a better entry price.</p></li></ul><h2 style=\"text-align: left;\">Introduction</h2><p style=\"text-align: left;\"><strong>Nvidia Corp.</strong> is a $677-billion market cap firm that specializes in visual computing and has a global presence, is headquartered in Santa Clara, California. It has 2 business segments: Graphics (44.2% of total sales) and Compute & Networking (55.8%), and its primary end-markets include gaming, professional visualization, data center, and automotive.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2bda433aaea45d4470c330fc42c66b1\" alt=\"NVDA's end-markets [IR materials]\" title=\"NVDA's end-markets [IR materials]\" tg-width=\"640\" tg-height=\"269\"/><span>NVDA's end-markets [IR materials]</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">Since the beginning of 2023, NVDA stock has gained 84% at the time of writing - the largest gain to date within the structure of the NASDAQ 100 Index:</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c82363d5c7335cd0508190328a2ba84\" alt=\"NASDAQ's Biggest Gainers YTD\" title=\"NASDAQ's Biggest Gainers YTD\" tg-width=\"640\" tg-height=\"316\"/><span>NASDAQ's Biggest Gainers YTD</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">Given all the hype surrounding the company, I decided not to pass by and try to assess NVIDIA's medium-term prospects - after such strong YTD growth, does it still make sense to buy NVDA stock at current levels?</p><p style=\"text-align: left;\">Based on the title and my rating, you can already see what conclusion I will come to - at the end of this article you will learn the reasons.</p><h2 style=\"text-align: left;\">NVDA's Recent Financials And Prospects</h2><p style=\"text-align: left;\">On February 22, 2023, the company reported Q4 GAAP revenue of $6.05 billion, up 2% QoQ, but down 21% year-on-year. The full-year GAAP revenue of $27 billion was flat from the prior year. Despite the revenue decline in Q4 YoY, the company reported growth in its data center segment (+11% YoY), which includes GPU infrastructure for cloud service providers. NVIDIA saw strong sequential growth in hyperscale customer revenue, although the growth was short of expectations due to some cloud service providers pausing to recalibrate their build plans at the end of the year.</p><p style=\"text-align: left;\">According to Colette Kress [EVP & CFO], the adoption of NVIDIA's new flagship H100 data center GPU is strong, as it is up to 9x faster than the A100 for training and up to 30x faster for inferencing of transformer-based large language models. The company's expertise in AI algorithms, data processing, and training methods can bring the capabilities of generative AI to enterprises. Generative AI applications will help almost every industry become faster, and NVIDIA looks pretty well-positioned to use the generative AI opportunities more and more companies now talk about.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15cc8a11123bbcd000e58ad12bd5603a\" alt=\"Bloomberg [March1, 2023]\" title=\"Bloomberg [March1, 2023]\" tg-width=\"640\" tg-height=\"455\"/><span>Bloomberg [March1, 2023]</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NVIDIA is engaged with many consumer internet companies, enterprises, and start-ups, which are significant opportunities that will accelerate the growth of the data center. The company is also expanding its software and services, releasing version 3.0 of NVIDIA AI enterprise, with support for more than 50 NVIDIA AI frameworks and pre-trained models. Upcoming offerings include the NeMo and BioNeMo large language model services, which are currently in early access with customers.</p><p style=\"text-align: left;\">As you can see from the infographic at the very beginning of this article, the company has shifted its focus to data centers - since 2019, this segment has grown from 25% to 56% of total revenue. This market is expected to grow at ~15% per year [CAGR] over the next few years, according to Mordor Intelligence. And Nvidia's dominance in this market continues, with the company showcasing the performance of its new H100 GPU and the recently launched L4, which is replacing the T4 [Source: HPCwire.com]. The company claims that the H100 and L4 are faster and more efficient than previous versions, with up to 54% and over 3x performance gains, respectively.</p><p style=\"text-align: left;\">Despite these positive developments, there are some potential pitfalls for NVIDIA. The company's total data center sequential revenue decline was driven by lower sales in China, reflecting COVID and other domestic issues. Moreover, the company faces competition from other GPU manufacturers, such as Advanced Micro Devices (AMD) and Intel Corp. (INTC).</p><p style=\"text-align: left;\">Additionally, the company's dependence on cloud service providers for revenue growth poses a risk, as cloud adoption may slow or shift towards in-house infrastructure for some companies. Google (GOOG) published a research paper saying that its custom fourth-generation Tensor Processing Units (TPUs) are faster and more power-efficient than Nvidia's A100 chips when training artificial intelligence models. Google's chips are said to be 1.2-1.7 times faster and up to 1.9 times more power efficient than Nvidia's chips.</p><p style=\"text-align: left;\">Despite some challenges to NVDA's future development, the company is bringing more innovations to market every day than many other companies have in recent decades, according to Jim Kelleher, CFA, an analyst at Argus Research [proprietary source].</p><p style=\"text-align: left;\">Argus Research believes that Nvidia stands out in the AI market, not just because it participates in many parts of the industry, but because it offers a unique AI-as-a-service delivered through the cloud. Jim Kelleher has previously suggested that cloud computing would become the primary way for companies to use AI, due to the significant computing and software resources required. All three of Nvidia's AI foundations announced at GTC 2023 are delivered via DGX Cloud, and the company is partnering with major cloud service providers, such as Microsoft Azure (MSFT), to host Omniverse Cloud. Omniverse Cloud is an AI-based version of Omniverse, which allows companies to design and model human and machine processes in virtual facilities before creating a physical plant.</p><p style=\"text-align: left;\">Due to the versatility of its offerings, NVDA has access to a wide range of markets - the total addressable market [TAM] is estimated at approximately $1 trillion, which should allow the company to grow relatively comfortably in the coming years, even against the backdrop of existing competition in this market.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25fb0c4d96ac811b37157acbfec7a0a0\" alt=\"NVDA's end-markets' TAM [IR materials]\" title=\"NVDA's end-markets' TAM [IR materials]\" tg-width=\"640\" tg-height=\"268\"/><span>NVDA's end-markets' TAM [IR materials]</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">I expect the company to smoothly return to its previous gross margin levels - new projects and expanding relationships with existing customers will allow the company to do so relatively quickly.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3df3ba20245d7a05c50c6f5ed7eddf3\" alt=\"Ycharts, Author's notes\" title=\"Ycharts, Author's notes\" tg-width=\"640\" tg-height=\"434\"/><span>Ycharts, Author's notes</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">However, NVDA stock's valuation deserves special attention - <em>to what extent is everything described above priced in by the market, and what is left for newcomers?</em></p><h2 style=\"text-align: left;\">NVIDIA: Valuation and Expectations</h2><p style=\"text-align: left;\">From its local bottom in October 2022, the share has soared by > 140% in less than 6 months - about 29% are still missing to reach the all-time high level:</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69ee9ab0945ba8b9c136a6b0b77040ca\" alt=\"TrendSpider Software, author's notes\" title=\"TrendSpider Software, author's notes\" tg-width=\"640\" tg-height=\"519\"/><span>TrendSpider Software, author's notes</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">At the same time, it is important to understand that we are talking about a fast-growing company whose EPS growth has increased at a CAGR of about 27.9% over the last 9 years.</p><p style=\"text-align: left;\">As the business cycle reaches maturity, growth companies like NVDA should experience multiple contractions - market valuations become less optimistic and P/E and other price ratios start falling year over year, pricing in lower financial growth going forward. This was the case in the 2017-2019 and 2020-2022 periods, and as history shows, not every multiple contraction leads to a decline in share price.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef45e17ce2430bf71ce88f91bdc6ec27\" alt=\"MacroTrends.net, author's notes\" title=\"MacroTrends.net, author's notes\" tg-width=\"640\" tg-height=\"513\"/><span>MacroTrends.net, author's notes</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">The increase in the P/E ratio in the chart above should not scare you. According to Seeking Alpha, the market currently pricing the company's EPS growth over the next 6 years at 25%. That's a pretty generous estimate in my opinion - but implied P/E multiples are expected to drop to 60x by the end of FY2024 and 21.2x by FY2028. However, in the context of long-term median P/E ratios, NVDA's FY2024 looks quite high in my opinion:</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54d6389cb3bb5a559f13bc4d7e5dc692\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"484\"/><span>Chart</span></p><p></p><p style=\"text-align: left;\">Beyond that, I am puzzled by one more thing. In early September 2022, the market was predicting about the same EPS growth rates for the coming years as today (+/-). However, at that time, the forwarding P/E ratio was 40% lower than today. So it seems that NVDA's recent rally has sucked up all the positive expectations, leaving a little margin of safety for new buyers.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c5a2c8fca169cad818ea8f3b5395355\" alt=\"Seeking Alpha, author's notes\" title=\"Seeking Alpha, author's notes\" tg-width=\"640\" tg-height=\"477\"/><span>Seeking Alpha, author's notes</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">I think that given the new wave of AI developments, the fair price-to-earnings forwarding ratio should be in the 50-55x range. If the company again beats FY2024 EPS expectations, as it has 100% of the time over the last 8 years - say by 4% (close to average) - then fair value per share should be $234-257.4, according to my calculations. <strong>This suggests a downside of 5 - 13.5% from the closing price</strong> [of April 6, 2023].</p><p style=\"text-align: left;\">Morningstar Premium's valuation system sees a much deeper downside for NVDA than the worst of my 2 scenarios:</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebb3e6fdbe2136269b8e1240349fbac3\" alt=\"Morningstar Premium, NVDA, author's notes\" title=\"Morningstar Premium, NVDA, author's notes\" tg-width=\"640\" tg-height=\"305\"/><span>Morningstar Premium, NVDA, author's notes</span></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\">Summary Thesis</h2><p style=\"text-align: left;\">I think the astronomical rally in NVDA stock that we have seen since early 2023 has gotten ahead of itself - the stock has sucked up all the positive expectations too quickly, leaving the company no margin for error (and thus no margin of safety for new investors in the company). However, the downside I calculated (5-13%) is not deep enough for me to issue a "Sell" rating - there is always the risk that I missed something or did not fully understand the issue of evaluating the company's prospects (I usually assign a "Sell" rating at an overvaluation of 15% or more). NVIDIA seems to me to be one of the clear market leaders in terms of innovation and coverage for expanding AI solutions on a global scale. Therefore, I rate the stock as "Hold" and recommend selling call options or waiting for a better entry price.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock: Too Hot To Touch Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock: Too Hot To Touch Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 08:26 GMT+8 <a href=https://seekingalpha.com/article/4592899-nvidia-stock-too-hot-to-touch-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA is bringing more innovations to its market every day than many other tech companies have in recent decades.However, I think the astronomical rally in NVDA stock that we have seen since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592899-nvidia-stock-too-hot-to-touch-now\">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/4592899-nvidia-stock-too-hot-to-touch-now","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1130164256","content_text":"SummaryNVIDIA is bringing more innovations to its market every day than many other tech companies have in recent decades.However, I think the astronomical rally in NVDA stock that we have seen since early 2023 has gotten ahead of itself.The stock has sucked up all the positive expectations too quickly, leaving the company no margin for error (and thus no margin of safety for new investors).NVDA's fair value per share should be $234-257.4, according to my calculations. This suggests a downside of 5 - 13.5% from the closing price.Therefore, I rate the stock as \"Hold\" and recommend selling call options or waiting for a better entry price.IntroductionNvidia Corp. is a $677-billion market cap firm that specializes in visual computing and has a global presence, is headquartered in Santa Clara, California. It has 2 business segments: Graphics (44.2% of total sales) and Compute & Networking (55.8%), and its primary end-markets include gaming, professional visualization, data center, and automotive.NVDA's end-markets [IR materials]Since the beginning of 2023, NVDA stock has gained 84% at the time of writing - the largest gain to date within the structure of the NASDAQ 100 Index:NASDAQ's Biggest Gainers YTDGiven all the hype surrounding the company, I decided not to pass by and try to assess NVIDIA's medium-term prospects - after such strong YTD growth, does it still make sense to buy NVDA stock at current levels?Based on the title and my rating, you can already see what conclusion I will come to - at the end of this article you will learn the reasons.NVDA's Recent Financials And ProspectsOn February 22, 2023, the company reported Q4 GAAP revenue of $6.05 billion, up 2% QoQ, but down 21% year-on-year. The full-year GAAP revenue of $27 billion was flat from the prior year. Despite the revenue decline in Q4 YoY, the company reported growth in its data center segment (+11% YoY), which includes GPU infrastructure for cloud service providers. NVIDIA saw strong sequential growth in hyperscale customer revenue, although the growth was short of expectations due to some cloud service providers pausing to recalibrate their build plans at the end of the year.According to Colette Kress [EVP & CFO], the adoption of NVIDIA's new flagship H100 data center GPU is strong, as it is up to 9x faster than the A100 for training and up to 30x faster for inferencing of transformer-based large language models. The company's expertise in AI algorithms, data processing, and training methods can bring the capabilities of generative AI to enterprises. Generative AI applications will help almost every industry become faster, and NVIDIA looks pretty well-positioned to use the generative AI opportunities more and more companies now talk about.Bloomberg [March1, 2023]NVIDIA is engaged with many consumer internet companies, enterprises, and start-ups, which are significant opportunities that will accelerate the growth of the data center. The company is also expanding its software and services, releasing version 3.0 of NVIDIA AI enterprise, with support for more than 50 NVIDIA AI frameworks and pre-trained models. Upcoming offerings include the NeMo and BioNeMo large language model services, which are currently in early access with customers.As you can see from the infographic at the very beginning of this article, the company has shifted its focus to data centers - since 2019, this segment has grown from 25% to 56% of total revenue. This market is expected to grow at ~15% per year [CAGR] over the next few years, according to Mordor Intelligence. And Nvidia's dominance in this market continues, with the company showcasing the performance of its new H100 GPU and the recently launched L4, which is replacing the T4 [Source: HPCwire.com]. The company claims that the H100 and L4 are faster and more efficient than previous versions, with up to 54% and over 3x performance gains, respectively.Despite these positive developments, there are some potential pitfalls for NVIDIA. The company's total data center sequential revenue decline was driven by lower sales in China, reflecting COVID and other domestic issues. Moreover, the company faces competition from other GPU manufacturers, such as Advanced Micro Devices (AMD) and Intel Corp. (INTC).Additionally, the company's dependence on cloud service providers for revenue growth poses a risk, as cloud adoption may slow or shift towards in-house infrastructure for some companies. Google (GOOG) published a research paper saying that its custom fourth-generation Tensor Processing Units (TPUs) are faster and more power-efficient than Nvidia's A100 chips when training artificial intelligence models. Google's chips are said to be 1.2-1.7 times faster and up to 1.9 times more power efficient than Nvidia's chips.Despite some challenges to NVDA's future development, the company is bringing more innovations to market every day than many other companies have in recent decades, according to Jim Kelleher, CFA, an analyst at Argus Research [proprietary source].Argus Research believes that Nvidia stands out in the AI market, not just because it participates in many parts of the industry, but because it offers a unique AI-as-a-service delivered through the cloud. Jim Kelleher has previously suggested that cloud computing would become the primary way for companies to use AI, due to the significant computing and software resources required. All three of Nvidia's AI foundations announced at GTC 2023 are delivered via DGX Cloud, and the company is partnering with major cloud service providers, such as Microsoft Azure (MSFT), to host Omniverse Cloud. Omniverse Cloud is an AI-based version of Omniverse, which allows companies to design and model human and machine processes in virtual facilities before creating a physical plant.Due to the versatility of its offerings, NVDA has access to a wide range of markets - the total addressable market [TAM] is estimated at approximately $1 trillion, which should allow the company to grow relatively comfortably in the coming years, even against the backdrop of existing competition in this market.NVDA's end-markets' TAM [IR materials]I expect the company to smoothly return to its previous gross margin levels - new projects and expanding relationships with existing customers will allow the company to do so relatively quickly.Ycharts, Author's notesHowever, NVDA stock's valuation deserves special attention - to what extent is everything described above priced in by the market, and what is left for newcomers?NVIDIA: Valuation and ExpectationsFrom its local bottom in October 2022, the share has soared by > 140% in less than 6 months - about 29% are still missing to reach the all-time high level:TrendSpider Software, author's notesAt the same time, it is important to understand that we are talking about a fast-growing company whose EPS growth has increased at a CAGR of about 27.9% over the last 9 years.As the business cycle reaches maturity, growth companies like NVDA should experience multiple contractions - market valuations become less optimistic and P/E and other price ratios start falling year over year, pricing in lower financial growth going forward. This was the case in the 2017-2019 and 2020-2022 periods, and as history shows, not every multiple contraction leads to a decline in share price.MacroTrends.net, author's notesThe increase in the P/E ratio in the chart above should not scare you. According to Seeking Alpha, the market currently pricing the company's EPS growth over the next 6 years at 25%. That's a pretty generous estimate in my opinion - but implied P/E multiples are expected to drop to 60x by the end of FY2024 and 21.2x by FY2028. However, in the context of long-term median P/E ratios, NVDA's FY2024 looks quite high in my opinion:ChartBeyond that, I am puzzled by one more thing. In early September 2022, the market was predicting about the same EPS growth rates for the coming years as today (+/-). However, at that time, the forwarding P/E ratio was 40% lower than today. So it seems that NVDA's recent rally has sucked up all the positive expectations, leaving a little margin of safety for new buyers.Seeking Alpha, author's notesI think that given the new wave of AI developments, the fair price-to-earnings forwarding ratio should be in the 50-55x range. If the company again beats FY2024 EPS expectations, as it has 100% of the time over the last 8 years - say by 4% (close to average) - then fair value per share should be $234-257.4, according to my calculations. This suggests a downside of 5 - 13.5% from the closing price [of April 6, 2023].Morningstar Premium's valuation system sees a much deeper downside for NVDA than the worst of my 2 scenarios:Morningstar Premium, NVDA, author's notesSummary ThesisI think the astronomical rally in NVDA stock that we have seen since early 2023 has gotten ahead of itself - the stock has sucked up all the positive expectations too quickly, leaving the company no margin for error (and thus no margin of safety for new investors in the company). However, the downside I calculated (5-13%) is not deep enough for me to issue a \"Sell\" rating - there is always the risk that I missed something or did not fully understand the issue of evaluating the company's prospects (I usually assign a \"Sell\" rating at an overvaluation of 15% or more). NVIDIA seems to me to be one of the clear market leaders in terms of innovation and coverage for expanding AI solutions on a global scale. Therefore, I rate the stock as \"Hold\" and recommend selling call options or waiting for a better entry price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942983910,"gmtCreate":1681103202331,"gmtModify":1681103206057,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942983910","repostId":"1132600483","repostType":4,"repost":{"id":"1132600483","pubTimestamp":1681093707,"share":"https://www.laohu8.com/m/news/1132600483?lang=&edition=full","pubTime":"2023-04-10 10:28","market":"us","language":"en","title":"Pinterest Stock Outlook: Raymond James Sees Upside to $33","url":"https://stock-news.laohu8.com/highlight/detail?id=1132600483","media":"Invezz","summary":"Raymond James initiates Pinterest Inc with an outperform rating.Analyst Aaron Kessler sees upside in","content":"<html><head></head><body><ul><li><p>Raymond James initiates Pinterest Inc with an outperform rating.</p></li><li><p>Analyst Aaron Kessler sees upside in "PINS" to $33 a share.</p></li><li><p>Pinterest stock is already up about 25% versus the start of 2023.</p></li></ul><p><a href=\"https://laohu8.com/S/PINS\">Pinterest Inc</a> has already gained about 25% this year but a Raymond James analyst is convinced it’s not done pleasing its shareholders just yet.</p><h2 style=\"text-align: start;\">Pinterest stock could climb another 20%</h2><p style=\"text-align: start;\">Aaron Kessler assumed coverage of the social media company on Friday with an outperform rating. His $33 price target suggests another 20% upside from here.</p><p style=\"text-align: start;\">The analyst is bullish on Pinterest stock primarily because he expects the company to steadily grow over the long term. His research note reads:</p><blockquote><em>Pinterest’s unique visual discovery platform and high-intent user base provides an attractive platform for advertisers, [and] we expect steady user growth going forward and increasing engagement metrics.</em></blockquote><p style=\"text-align: start;\">In February, the image sharing platform reported better-than-expected earnings for its fiscal fourth quarter as Invezz reported HERE. Revenue, however, came in shy of estimates.</p><h2 style=\"text-align: start;\">Pinterest can navigate the advertising headwinds</h2><p style=\"text-align: start;\">Pinterest Inc relatively less exposed to the ad privacy headwinds as well. Put together with its high-intent userbase, Kessler expects it to outperform in the midst of a macro slowdown.</p><p style=\"text-align: start;\">With revenue growth, the Raymond James analyst is confident that Pinterest could nearly double its margins from 16% in 2022 to over 30%. He added:</p><blockquote><em>We expect double-digit long-term revenue growth driven by continued product improvements for both Pinner and advertisers, increasing focus on shopping/eCommerce, video, and international.</em></blockquote><p style=\"text-align: start;\">Pinterest stock could also benefit from the company’s commitment to turning leaner and cutting costs. To that end, it announced plans of cutting 150 jobs in February. </p></body></html>","source":"lsy1655782831344","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>Pinterest Stock Outlook: Raymond James Sees Upside to $33</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\">\nPinterest Stock Outlook: Raymond James Sees Upside to $33\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 10:28 GMT+8 <a href=https://invezz.com/news/2023/04/07/buy-pinterest-stock-raymond-james-analyst/><strong>Invezz</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Raymond James initiates Pinterest Inc with an outperform rating.Analyst Aaron Kessler sees upside in \"PINS\" to $33 a share.Pinterest stock is already up about 25% versus the start of 2023.Pinterest ...</p>\n\n<a href=\"https://invezz.com/news/2023/04/07/buy-pinterest-stock-raymond-james-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc."},"source_url":"https://invezz.com/news/2023/04/07/buy-pinterest-stock-raymond-james-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132600483","content_text":"Raymond James initiates Pinterest Inc with an outperform rating.Analyst Aaron Kessler sees upside in \"PINS\" to $33 a share.Pinterest stock is already up about 25% versus the start of 2023.Pinterest Inc has already gained about 25% this year but a Raymond James analyst is convinced it’s not done pleasing its shareholders just yet.Pinterest stock could climb another 20%Aaron Kessler assumed coverage of the social media company on Friday with an outperform rating. His $33 price target suggests another 20% upside from here.The analyst is bullish on Pinterest stock primarily because he expects the company to steadily grow over the long term. His research note reads:Pinterest’s unique visual discovery platform and high-intent user base provides an attractive platform for advertisers, [and] we expect steady user growth going forward and increasing engagement metrics.In February, the image sharing platform reported better-than-expected earnings for its fiscal fourth quarter as Invezz reported HERE. Revenue, however, came in shy of estimates.Pinterest can navigate the advertising headwindsPinterest Inc relatively less exposed to the ad privacy headwinds as well. Put together with its high-intent userbase, Kessler expects it to outperform in the midst of a macro slowdown.With revenue growth, the Raymond James analyst is confident that Pinterest could nearly double its margins from 16% in 2022 to over 30%. He added:We expect double-digit long-term revenue growth driven by continued product improvements for both Pinner and advertisers, increasing focus on shopping/eCommerce, video, and international.Pinterest stock could also benefit from the company’s commitment to turning leaner and cutting costs. To that end, it announced plans of cutting 150 jobs in February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946651453,"gmtCreate":1680952726773,"gmtModify":1680952730863,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Nice game. Thanks ","listText":"Nice game. Thanks ","text":"Nice game. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946651453","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/61ed9b39c6cbcdce6372edc1c0b48a2d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948902384,"gmtCreate":1680614383549,"gmtModify":1680614387043,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948902384","repostId":"1156109005","repostType":2,"repost":{"id":"1156109005","pubTimestamp":1680597582,"share":"https://www.laohu8.com/m/news/1156109005?lang=&edition=full","pubTime":"2023-04-04 16:39","market":"us","language":"en","title":"Can Alphabet Survive the AI Revolution? What GOOG Stock Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1156109005","media":"InvestorPlace","summary":"Alphabet (GOOG, GOOGL) is in a tough spot as investors speculate regarding the tech conglomerate’s f","content":"<html><head></head><body><ul><li><p><strong>Alphabet </strong>(<strong><u>GOOG</u></strong>, <strong><u>GOOGL</u></strong>) is in a tough spot as investors speculate regarding the tech conglomerate’s future in light of AI initiatives.</p></li><li><p>Investors can be reassured that Google has been incorporating AI solutions into its offerings for a considerable time, covering search, advertising, and cloud services.</p></li><li><p>As the generative AI race continues, GOOG stock remains an appealing investment choice currently priced attractively.</p></li></ul><p><strong>Alphabet </strong>(NASDAQ: <strong><u>GOOG</u></strong>, NASDAQ: <strong><u>GOOGL</u></strong>) faced an unusual setback when the stock dropped by over $100 billion following a mishap with its generative AI earlier in the year. Specifically, its Bard chatbot ad provided inaccurate information. Furthermore, analysts criticized the company’s AI search event for lacking details on responding to <strong>Microsoft’s</strong> (NASDAQ: <strong><u>MSFT</u></strong>) ChatGPT challenge in Feb.</p><p style=\"text-align: start;\">Alphabet is in a favorable position, having recently opened Bard to the U.S. and UK public. This development marks a shift from the company’s previous cautious approach. It also shows Alphabet’s efforts to catch up in deploying speculative technologies and capitalize on the momentum in generative AI.</p><p style=\"text-align: start;\">Google’s latest move complements its decade-long efforts in AI-enabled innovations. Despite concerns over market share and margin compression, Google’s current discounted stock price and the value of new opportunities generated from implementing generative AI capabilities outweigh the risks and offer potential for future growth.</p><h2 style=\"text-align: start;\">Alphabet Sees AI as an Opportunity, Not a Threat</h2><p style=\"text-align: start;\">Google’s LaMDA-based chatbot, Bard, debuted in Feb. It is now available to the public in the US and UK as an “early experiment” to gather user feedback. Improvements to Bard and its deployment and monetization are crucial for Google’s search market share and demand for its generative AI capabilities in the cloud. In addition, Google has long integrated AI-enabled solutions into its offerings, including search, advertising, and cloud.</p><p style=\"text-align: start;\">The total addressable market for cloud computing will expand with the increasing demand for generative AI workloads. Google’s introduction of Bard and LaMDA, following Microsoft’s strategy in monetizing OpenAI’s large language models, will attract additional enterprise cloud spending. This will create an incremental revenue stream for GCP and drive demand for adjacent cloud services.</p><h2 style=\"text-align: start;\">Google’s Position Is Still Safe</h2><p style=\"text-align: start;\">OpenAI’s ChatGPT gained over 100 million users in just a few months, leading Google investors to worry about the company’s moat being breached. There are concerns that generative AI could erode Google’s market leadership in the online search market. That will put its core offering at risk.</p><p style=\"text-align: start;\">However, recent data shows that Google’s market share has yet to experience any substantial impact from ChatGPT’s introduction. Additionally, the recent release of Bard and potentially other Google solutions powered by LLMs, such as LaMDA and PaLM, help alleviate concerns regarding significant market share erosion or displacement.</p><p style=\"text-align: start;\">Although generative AI queries are more expensive than traditional queries, Google’s extensive market reach has the potential to provide a scale advantage. Furthermore, GCP’s reputation in the AI/ML community is driven by Google’s in-house developed “Tensor Processing Units.”</p><p style=\"text-align: start;\">Microsoft’s Bing saw a 15% increase in page views and an 800% increase in app downloads in six weeks. However, it remains to be seen if it is a lasting trend. Much depends on whether users believe that AI can improve their search experience. As of Jan. 2023, Google remains the unchallenged leader in the search engine market. It holds a share of approximately 84.69%, while Bing and Yahoo had a market share of 8.85% and 2.59%, respectively, indicating that Google has not experienced a significant decline in its market share.</p><h2 style=\"text-align: start;\">Plenty of Firepower</h2><p style=\"text-align: start;\">Amid the AI race, it is important for investors not to overlook the sheer size and magnitude of Alphabet. In essence, it is an umbrella organization for several smaller units.</p><p style=\"text-align: start;\">In 2022, the company’s revenue streams were diverse. Over $282 billion came from Google search and other services. Network members (Adsense and AdMob) generated $32.78 billion, while $29.2 billion came from YouTube Ads and $26.28 billion from the Cloud. Finally, another $29 billion is from various other sources, such as Google Play, hardware devices, and other services.</p><p style=\"text-align: start;\">Additionally, Alphabet has a division called Other Bets, which comprises several companies working on ambitious projects. These Other Bets are essentially a gamble on the company’s capacity to leverage artificial intelligence to solve complex problems more efficiently than startups. Waymo, Google’s self-driving car company, is perhaps the biggest potential money spinner for the company.</p><p style=\"text-align: start;\">Alphabet has this privilege because of its substantial cash reserves. As of December 2022, Alphabet reported a free cash flow of $16.02 billion. Over the trailing twelve months ending in December 2022, the company’s total free cash flow was $60.01 billion.</p><h2 style=\"text-align: start;\">GOOG Stock Is Attractively Valued</h2><p style=\"text-align: start;\">Conversational AI has the potential to revolutionize the search industry by integrating platforms like Google further into users’ daily lives. However, despite this potential, the market values GOOG stock at near-historic lows.</p><p style=\"text-align: start;\">It is intriguing that prior valuations did not even account for the premium an AI-integrated Google offers potential investors. GOOG’s EV-to-EBITDA range over the past 10 years shows a minimum of 3.5, a median of 16.26, and a maximum of 21.61. The current valuation of 14.22 falls well below the median and maximum. GOOG’s PE ratio range over the past 10 years shows a similar trend, with a minimum of 8.37, a median of 27.13, and a maximum of 66.05, compared to the current ratio of 22.79.</p><p style=\"text-align: start;\">The undervaluation of GOOG stock concerns given the potential of conversational AI to revolutionize the search industry. But investors need to understand a critical fact. Google has dedicated considerable time and resources to AI development. And the recent release of Bard is a testament to the company’s continued leadership in this field. Therefore, we believe that GOOG stock is undervalued and worthy of strong examination by investors.</p><h2 style=\"text-align: start;\">Is GOOG Stock a Buy or Sell?</h2><p style=\"text-align: start;\">Microsoft may have debuted the first mass-market use of generative AI. But Google is a close competitor with deployment-ready services. This presents an opportunity for Google to establish a fresh trajectory of next-generation growth with generative AI monetization strategies. The rapid implementation of Bard will strengthen Google’s advancements in this subfield of AI, while also directing attention toward new growth opportunities.</p><p style=\"text-align: start;\">Despite the promise of generative AI, the GOOG stock is trading at a discount compared to its historical levels. This may be due to prevailing macroeconomic headwinds and investors’ failure to assess potential risks and opportunities accurately. Nevertheless, I maintain a positive outlook on the longer-term prospects of GOOG stock.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Alphabet Survive the AI Revolution? What GOOG Stock Investors Need to Know</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\">\nCan Alphabet Survive the AI Revolution? What GOOG Stock Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 16:39 GMT+8 <a href=https://investorplace.com/2023/04/can-alphabet-survive-the-ai-revolution-what-goog-stock-investors-need-to-know/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet (GOOG, GOOGL) is in a tough spot as investors speculate regarding the tech conglomerate’s future in light of AI initiatives.Investors can be reassured that Google has been incorporating AI ...</p>\n\n<a href=\"https://investorplace.com/2023/04/can-alphabet-survive-the-ai-revolution-what-goog-stock-investors-need-to-know/\">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://investorplace.com/2023/04/can-alphabet-survive-the-ai-revolution-what-goog-stock-investors-need-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156109005","content_text":"Alphabet (GOOG, GOOGL) is in a tough spot as investors speculate regarding the tech conglomerate’s future in light of AI initiatives.Investors can be reassured that Google has been incorporating AI solutions into its offerings for a considerable time, covering search, advertising, and cloud services.As the generative AI race continues, GOOG stock remains an appealing investment choice currently priced attractively.Alphabet (NASDAQ: GOOG, NASDAQ: GOOGL) faced an unusual setback when the stock dropped by over $100 billion following a mishap with its generative AI earlier in the year. Specifically, its Bard chatbot ad provided inaccurate information. Furthermore, analysts criticized the company’s AI search event for lacking details on responding to Microsoft’s (NASDAQ: MSFT) ChatGPT challenge in Feb.Alphabet is in a favorable position, having recently opened Bard to the U.S. and UK public. This development marks a shift from the company’s previous cautious approach. It also shows Alphabet’s efforts to catch up in deploying speculative technologies and capitalize on the momentum in generative AI.Google’s latest move complements its decade-long efforts in AI-enabled innovations. Despite concerns over market share and margin compression, Google’s current discounted stock price and the value of new opportunities generated from implementing generative AI capabilities outweigh the risks and offer potential for future growth.Alphabet Sees AI as an Opportunity, Not a ThreatGoogle’s LaMDA-based chatbot, Bard, debuted in Feb. It is now available to the public in the US and UK as an “early experiment” to gather user feedback. Improvements to Bard and its deployment and monetization are crucial for Google’s search market share and demand for its generative AI capabilities in the cloud. In addition, Google has long integrated AI-enabled solutions into its offerings, including search, advertising, and cloud.The total addressable market for cloud computing will expand with the increasing demand for generative AI workloads. Google’s introduction of Bard and LaMDA, following Microsoft’s strategy in monetizing OpenAI’s large language models, will attract additional enterprise cloud spending. This will create an incremental revenue stream for GCP and drive demand for adjacent cloud services.Google’s Position Is Still SafeOpenAI’s ChatGPT gained over 100 million users in just a few months, leading Google investors to worry about the company’s moat being breached. There are concerns that generative AI could erode Google’s market leadership in the online search market. That will put its core offering at risk.However, recent data shows that Google’s market share has yet to experience any substantial impact from ChatGPT’s introduction. Additionally, the recent release of Bard and potentially other Google solutions powered by LLMs, such as LaMDA and PaLM, help alleviate concerns regarding significant market share erosion or displacement.Although generative AI queries are more expensive than traditional queries, Google’s extensive market reach has the potential to provide a scale advantage. Furthermore, GCP’s reputation in the AI/ML community is driven by Google’s in-house developed “Tensor Processing Units.”Microsoft’s Bing saw a 15% increase in page views and an 800% increase in app downloads in six weeks. However, it remains to be seen if it is a lasting trend. Much depends on whether users believe that AI can improve their search experience. As of Jan. 2023, Google remains the unchallenged leader in the search engine market. It holds a share of approximately 84.69%, while Bing and Yahoo had a market share of 8.85% and 2.59%, respectively, indicating that Google has not experienced a significant decline in its market share.Plenty of FirepowerAmid the AI race, it is important for investors not to overlook the sheer size and magnitude of Alphabet. In essence, it is an umbrella organization for several smaller units.In 2022, the company’s revenue streams were diverse. Over $282 billion came from Google search and other services. Network members (Adsense and AdMob) generated $32.78 billion, while $29.2 billion came from YouTube Ads and $26.28 billion from the Cloud. Finally, another $29 billion is from various other sources, such as Google Play, hardware devices, and other services.Additionally, Alphabet has a division called Other Bets, which comprises several companies working on ambitious projects. These Other Bets are essentially a gamble on the company’s capacity to leverage artificial intelligence to solve complex problems more efficiently than startups. Waymo, Google’s self-driving car company, is perhaps the biggest potential money spinner for the company.Alphabet has this privilege because of its substantial cash reserves. As of December 2022, Alphabet reported a free cash flow of $16.02 billion. Over the trailing twelve months ending in December 2022, the company’s total free cash flow was $60.01 billion.GOOG Stock Is Attractively ValuedConversational AI has the potential to revolutionize the search industry by integrating platforms like Google further into users’ daily lives. However, despite this potential, the market values GOOG stock at near-historic lows.It is intriguing that prior valuations did not even account for the premium an AI-integrated Google offers potential investors. GOOG’s EV-to-EBITDA range over the past 10 years shows a minimum of 3.5, a median of 16.26, and a maximum of 21.61. The current valuation of 14.22 falls well below the median and maximum. GOOG’s PE ratio range over the past 10 years shows a similar trend, with a minimum of 8.37, a median of 27.13, and a maximum of 66.05, compared to the current ratio of 22.79.The undervaluation of GOOG stock concerns given the potential of conversational AI to revolutionize the search industry. But investors need to understand a critical fact. Google has dedicated considerable time and resources to AI development. And the recent release of Bard is a testament to the company’s continued leadership in this field. Therefore, we believe that GOOG stock is undervalued and worthy of strong examination by investors.Is GOOG Stock a Buy or Sell?Microsoft may have debuted the first mass-market use of generative AI. But Google is a close competitor with deployment-ready services. This presents an opportunity for Google to establish a fresh trajectory of next-generation growth with generative AI monetization strategies. The rapid implementation of Bard will strengthen Google’s advancements in this subfield of AI, while also directing attention toward new growth opportunities.Despite the promise of generative AI, the GOOG stock is trading at a discount compared to its historical levels. This may be due to prevailing macroeconomic headwinds and investors’ failure to assess potential risks and opportunities accurately. Nevertheless, I maintain a positive outlook on the longer-term prospects of GOOG stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941224444,"gmtCreate":1680308434589,"gmtModify":1680308438141,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941224444","repostId":"1139669018","repostType":2,"repost":{"id":"1139669018","pubTimestamp":1680254888,"share":"https://www.laohu8.com/m/news/1139669018?lang=&edition=full","pubTime":"2023-03-31 17:28","market":"us","language":"en","title":"Alphabet Trading At Bargain Prices?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139669018","media":"Barchart","summary":"After this year’s rally in technology stocks pushed the valuations of most megacap stocks to excessi","content":"<html><head></head><body><p>After this year’s rally in technology stocks pushed the valuations of most megacap stocks to excessive levels, shares of Alphabet (GOOGL) are an exception. Alphabet is the only one of the five biggest technology companies by market cap priced at a discount to the Nasdaq 100 Stock Index ($IUXX) (QQQ). In times of economic uncertainty, investors are flocking to megacap technology stocks with strong cash flows and favorable growth prospects.</p><p style=\"text-align: start;\">Shares of Alphabet are up +13% this month, nearly twice the gain of the Nasdaq 100. This month’s rally is the largest monthly gain in Alphabet in almost two years and has added more than $140 billion of market value to the stock. Aptus Capital Advisors said, “of the mega caps, Alphabet is the only one that has growth above 10%, that has a valuation that’s palpable, and which has the opportunity for multiple expansion.”</p><p style=\"text-align: start;\">Alphabet trades at about 17 times expected profit over the next 12 months, below the stock’s ten-year average of 20 and below the 24 times expected profit for the Nasdaq 100. Alphabet’s valuation makes it a potential bargain among megacap technology stocks. Apple (APPL), Microsoft (MSFT), and Nvidia (NVDA) all trade at premiums to their historical averages and to the Nasdaq 100’s valuation.</p><p style=\"text-align: start;\">Last year, Alphabet sank -39% amid a pullback in spending on digital advertising and a broad selloff in technology stocks as interest rates soared after the Federal Reserve embarked on an aggressive rate-hiking campaign to combat inflation. However, in recent months analysts have been raising their revenue estimates for Alphabet for 2023, and revenue growth is now expected to rebound to 18% from 10% in 2022.</p><p>Alphabet’s initial foray into artificial intelligence (AI) temporarily weighed on the stock last month on concerns about the competency of Bard, Alphabet’s rival to ChatGPT. However, after granting access to the Bard chatbot, Bloomberg Intelligence said the release of Bard “could help allay fears the company is falling behind Microsoft-ChatAI’s ChatGPT in large language models.” Also, Winslow Capital said, “the AI story has only just started, and since Alphabet trades at a discount, it is harder to say that Microsoft or Apple have the same upside potential.”</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>Alphabet Trading At Bargain Prices?</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 Trading At Bargain Prices?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 17:28 GMT+8 <a href=https://www.barchart.com/story/news/15557698/alphabet-trading-at-bargain-prices><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After this year’s rally in technology stocks pushed the valuations of most megacap stocks to excessive levels, shares of Alphabet (GOOGL) are an exception. Alphabet is the only one of the five ...</p>\n\n<a href=\"https://www.barchart.com/story/news/15557698/alphabet-trading-at-bargain-prices\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.barchart.com/story/news/15557698/alphabet-trading-at-bargain-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139669018","content_text":"After this year’s rally in technology stocks pushed the valuations of most megacap stocks to excessive levels, shares of Alphabet (GOOGL) are an exception. Alphabet is the only one of the five biggest technology companies by market cap priced at a discount to the Nasdaq 100 Stock Index ($IUXX) (QQQ). In times of economic uncertainty, investors are flocking to megacap technology stocks with strong cash flows and favorable growth prospects.Shares of Alphabet are up +13% this month, nearly twice the gain of the Nasdaq 100. This month’s rally is the largest monthly gain in Alphabet in almost two years and has added more than $140 billion of market value to the stock. Aptus Capital Advisors said, “of the mega caps, Alphabet is the only one that has growth above 10%, that has a valuation that’s palpable, and which has the opportunity for multiple expansion.”Alphabet trades at about 17 times expected profit over the next 12 months, below the stock’s ten-year average of 20 and below the 24 times expected profit for the Nasdaq 100. Alphabet’s valuation makes it a potential bargain among megacap technology stocks. Apple (APPL), Microsoft (MSFT), and Nvidia (NVDA) all trade at premiums to their historical averages and to the Nasdaq 100’s valuation.Last year, Alphabet sank -39% amid a pullback in spending on digital advertising and a broad selloff in technology stocks as interest rates soared after the Federal Reserve embarked on an aggressive rate-hiking campaign to combat inflation. However, in recent months analysts have been raising their revenue estimates for Alphabet for 2023, and revenue growth is now expected to rebound to 18% from 10% in 2022.Alphabet’s initial foray into artificial intelligence (AI) temporarily weighed on the stock last month on concerns about the competency of Bard, Alphabet’s rival to ChatGPT. However, after granting access to the Bard chatbot, Bloomberg Intelligence said the release of Bard “could help allay fears the company is falling behind Microsoft-ChatAI’s ChatGPT in large language models.” Also, Winslow Capital said, “the AI story has only just started, and since Alphabet trades at a discount, it is harder to say that Microsoft or Apple have the same upside potential.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949392325,"gmtCreate":1678346751667,"gmtModify":1678346755236,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"thanks for sharing","listText":"thanks for sharing","text":"thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949392325","repostId":"9949074377","repostType":1,"repost":{"id":9949074377,"gmtCreate":1678275702600,"gmtModify":1678275717596,"author":{"id":"3563403080322781","authorId":"3563403080322781","name":"REIT_TIREMENT","avatar":"https://community-static.tradeup.com/news/381ca0896f0eb590f2877daa435bff15","crmLevel":3,"crmLevelSwitch":1},"themes":[],"title":"Data Centre Focused REITs Comparison @ 5 March 2023","htmlText":"<a href=\"https://ttm.financial/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a> <a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a> <a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> Below is the comparison for data center-focused REITs based on the latest result, extracted from SREITs Data page: Image generated from Playground AI Fundamental Basic & Key Statistics: Winner: Tie between Digital Core REIT & Mapletree Industrial Trust Related Parties Shareholding: Winner: Digital Core REIT Lease Profile: Winner: Mapletree Industrial Trust Debt Profile: Winner: Tie between Digital Core REIT & Keppel DC REIT Diversification Profile: Winner: Mapletree Industrial Trust Key Financial Metrics: Winner: Keppel DC","listText":"<a href=\"https://ttm.financial/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a> <a href=\"https://ttm.financial/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a> <a href=\"https://ttm.financial/S/ME8U.SI\">$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$</a> Below is the comparison for data center-focused REITs based on the latest result, extracted from SREITs Data page: Image generated from Playground AI Fundamental Basic & Key Statistics: Winner: Tie between Digital Core REIT & Mapletree Industrial Trust Related Parties Shareholding: Winner: Digital Core REIT Lease Profile: Winner: Mapletree Industrial Trust Debt Profile: Winner: Tie between Digital Core REIT & Keppel DC REIT Diversification Profile: Winner: Mapletree Industrial Trust Key Financial Metrics: Winner: Keppel DC","text":"$DigiCore Reit USD(DCRU.SI)$ $KEPPEL DC REIT(AJBU.SI)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ Below is the comparison for data center-focused REITs based on the latest result, extracted from SREITs Data page: Image generated from Playground AI Fundamental Basic & Key Statistics: Winner: Tie between Digital Core REIT & Mapletree Industrial Trust Related Parties Shareholding: Winner: Digital Core REIT Lease Profile: Winner: Mapletree Industrial Trust Debt Profile: Winner: Tie between Digital Core REIT & Keppel DC REIT Diversification Profile: Winner: Mapletree Industrial Trust Key Financial Metrics: Winner: Keppel DC","images":[{"img":"https://community-static.tradeup.com/news/964b9f960a7701efe55869d365a58339","width":"512","height":"512"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949074377","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949011260,"gmtCreate":1678235123950,"gmtModify":1678235128220,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Good news finally ","listText":"Good news finally ","text":"Good news finally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949011260","repostId":"2317449654","repostType":2,"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940473532,"gmtCreate":1678148280427,"gmtModify":1678148283746,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940473532","repostId":"2317148517","repostType":4,"repost":{"id":"2317148517","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1678144370,"share":"https://www.laohu8.com/m/news/2317148517?lang=&edition=full","pubTime":"2023-03-07 07:12","market":"us","language":"en","title":"Rivian Plans to Sell $1.3 Bln in Green Bonds to Shore up Capital","url":"https://stock-news.laohu8.com/highlight/detail?id=2317148517","media":"Reuters","summary":"SAN FRANCISCO, March 6 (Reuters) - Rivian Automotive plans to sell green bonds worth $1.3 billion, i","content":"<html><head></head><body><p>SAN FRANCISCO, March 6 (Reuters) - Rivian Automotive plans to sell green bonds worth $1.3 billion, it said on Monday, as weakening demand and lofty costs tighten a cash crunch around electrical vehicle makers.</p><p>Initial investors will get an option to buy an additional $200 million of the bonds for settlement 13 days after the bonds are issued, Rivian said in a statement.</p><p>Rivian shares dropped 7.8% in extended trading.</p><p><img src=\"https://static.tigerbbs.com/3a2186dee2cdf3ccd9315400b0d05b66\" tg-width=\"854\" tg-height=\"620\" 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>Rivian Plans to Sell $1.3 Bln in Green Bonds to Shore up Capital</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\">\nRivian Plans to Sell $1.3 Bln in Green Bonds to Shore up Capital\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-07 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SAN FRANCISCO, March 6 (Reuters) - Rivian Automotive plans to sell green bonds worth $1.3 billion, it said on Monday, as weakening demand and lofty costs tighten a cash crunch around electrical vehicle makers.</p><p>Initial investors will get an option to buy an additional $200 million of the bonds for settlement 13 days after the bonds are issued, Rivian said in a statement.</p><p>Rivian shares dropped 7.8% in extended trading.</p><p><img src=\"https://static.tigerbbs.com/3a2186dee2cdf3ccd9315400b0d05b66\" tg-width=\"854\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","BK4555":"新能源车","BK4588":"碎股","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317148517","content_text":"SAN FRANCISCO, March 6 (Reuters) - Rivian Automotive plans to sell green bonds worth $1.3 billion, it said on Monday, as weakening demand and lofty costs tighten a cash crunch around electrical vehicle makers.Initial investors will get an option to buy an additional $200 million of the bonds for settlement 13 days after the bonds are issued, Rivian said in a statement.Rivian shares dropped 7.8% in extended trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940172092,"gmtCreate":1677774279317,"gmtModify":1677774282736,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"THanks for sharing ","listText":"THanks for sharing ","text":"THanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940172092","repostId":"9940946738","repostType":1,"repost":{"id":9940946738,"gmtCreate":1677667336325,"gmtModify":1677988432642,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"🎁Top Ex_dividend Stocks Next Week: BLK, HD, FDX, KMB, CHK, ADP…","htmlText":"Hi Tigers,💰Don't miss the last chance to buy the 18 top ex_dividend stocks next week💰Welcome tigers to reply on stock you are interested in and add your personal understandings of its business or earnings. Quality comments will be rewarded. Thanks!The following companies going to ex-dividends on 6 Mar--10 March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","listText":"Hi Tigers,💰Don't miss the last chance to buy the 18 top ex_dividend stocks next week💰Welcome tigers to reply on stock you are interested in and add your personal understandings of its business or earnings. Quality comments will be rewarded. Thanks!The following companies going to ex-dividends on 6 Mar--10 March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","text":"Hi Tigers,💰Don't miss the last chance to buy the 18 top ex_dividend stocks next week💰Welcome tigers to reply on stock you are interested in and add your personal understandings of its business or earnings. Quality comments will be rewarded. Thanks!The following companies going to ex-dividends on 6 Mar--10 March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","images":[{"img":"https://community-static.tradeup.com/news/0ba2b791d3cc615041fb018a0a97c798","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940946738","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940176719,"gmtCreate":1677774219031,"gmtModify":1677774222587,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940176719","repostId":"9940946738","repostType":1,"repost":{"id":9940946738,"gmtCreate":1677667336325,"gmtModify":1677988432642,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"🎁Top Ex_dividend Stocks Next Week: BLK, HD, FDX, KMB, CHK, ADP…","htmlText":"Hi Tigers,💰Don't miss the last chance to buy the 18 top ex_dividend stocks next week💰Welcome tigers to reply on stock you are interested in and add your personal understandings of its business or earnings. Quality comments will be rewarded. Thanks!The following companies going to ex-dividends on 6 Mar--10 March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","listText":"Hi Tigers,💰Don't miss the last chance to buy the 18 top ex_dividend stocks next week💰Welcome tigers to reply on stock you are interested in and add your personal understandings of its business or earnings. Quality comments will be rewarded. Thanks!The following companies going to ex-dividends on 6 Mar--10 March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","text":"Hi Tigers,💰Don't miss the last chance to buy the 18 top ex_dividend stocks next week💰Welcome tigers to reply on stock you are interested in and add your personal understandings of its business or earnings. Quality comments will be rewarded. Thanks!The following companies going to ex-dividends on 6 Mar--10 March 2023 EDT , each of the company with a dividend higher than $1 offer for each share.Please watch closely on the Last Chance(before Ex_Dividend Date) to buy the company if you still keep a bullish attitude on it, then you are eligible for the upcoming dividends.Top Ex-dividend over $1 during 6 Mar -10 Mar 2023EX-Dividend DateCompanyDividends Per Share($)Dividend Pa","images":[{"img":"https://community-static.tradeup.com/news/0ba2b791d3cc615041fb018a0a97c798","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940946738","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}