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2022-08-16

k//@koolgal:The US markets closed up today and hopefully our local markets will follow suit. If not, it's bargain hunting time.@Daily_Discussion Thanks for your wonderful Tiger Coins and Congrats to all my Dear Tiger Friends who have shared their fantastic trading ideas.Let's energise and find our winning trades today!Cheers to our Success and Prosperity! 🚀🚀🚀🌜🌜🌜🌈🌈🌈💰💰💰🎉🎊🎉😍😍😍

@Daily_Discussion:🔥[REWARDS]6 Things to Know Before Your Trades（16th Aug)

2022-08-10

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2022-07-28

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2022-07-19

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3 Undervalued Stocks to Buy in the Second Half of 2022

2022-07-16

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2022-07-15

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Rivian Stock Has Strong Upside Potential, Say Analysts

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2022-07-11

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2022-07-10

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2022-07-09

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US STOCKS-Wall Street Gyrates to Muted Close As Investors Weigh Jobs Data in Rate Debate

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If not, it's bargain hunting time.@Daily_Discussion Thanks for your wonderful Tiger Coins and Congrats to all my Dear Tiger Friends who have shared their fantastic trading ideas.Let's energise and find our winning trades today!Cheers to our Success and Prosperity! 🚀🚀🚀🌜🌜🌜🌈🌈🌈💰💰💰🎉🎊🎉😍😍😍","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993313685","repostId":"9993391660","repostType":1,"repost":{"id":9993391660,"gmtCreate":1660620883476,"gmtModify":1676536367558,"author":{"id":"3527667621665671","authorId":"3527667621665671","authorIdStr":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671"},"themes":[],"title":"🔥[REWARDS]6 Things to Know Before Your Trades（16th Aug)","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference","text":"Hi, Tigers!Welcome to Daily Discussion! 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href=\"https://ttm.financial/S/IGO.AU\">$IGO Ltd(IGO.AU)$</a>SS","listText":"<a href=\"https://ttm.financial/S/IGO.AU\">$IGO Ltd(IGO.AU)$</a>SS","text":"$IGO Ltd(IGO.AU)$SS","images":[{"img":"https://community-static.tradeup.com/news/0b72ab8f376a93ec60e65eb979d855f8","width":"1080","height":"1846"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075804782","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9075141024,"gmtCreate":1658182463268,"gmtModify":1676536115749,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075141024","repostId":"2252420073","repostType":4,"repost":{"id":"2252420073","pubTimestamp":1658130724,"share":"https://ttm.financial/m/news/2252420073?lang=&edition=fundamental","pubTime":"2022-07-18 15:52","market":"us","language":"en","title":"3 Undervalued Stocks to Buy in the Second Half of 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2252420073","media":"Motley Fool","summary":"The rough start to the year has created great buying opportunities for investors.","content":"<html><head></head><body><p>It was a rough first half of 2022 for the stock market. At the market close on June 30, the <b>S&amp;P 500</b> was down 21% and the <b>Nasdaq</b> was off 30%, leaving many investors&#39; portfolios drowning in red. The upside of this brutal start to the year is that it has brought many high-quality businesses down to bargain valuations, creating compelling opportunities for investors.</p><p>However, just because a stock is trading for a cheaper valuation doesn&#39;t mean it&#39;s necessarily a good buy. Investors should look beyond the share price and dig into the fundamentals of the business to determine what&#39;s a value play and what&#39;s a value trap. Here are three undervalued companies I think make great buys for the second half of 2022 and beyond.</p><h2><b>Amazon</b></h2><p>Mostly known for its dominant position in the e-commerce space, <b>Amazon.com</b> is in a position to have a stronger second half of 2022. When the company reported first-quarter earnings, the market reacted negatively to some of the headline numbers, further punishing the stock price. However, upon closer inspection, there is reason to believe the short-term headwinds facing the e-commerce side of the business are just a bump in the road.</p><p>The North America segment of Amazon&#39;s business had year-over-year growth of 8% in Q1, and the International segment posted a decline of 6%. Revenue from these two segments is comprised mostly of e-commerce sales, which were impacted by macroeconomic factors such as inflation and supply chain constraints.</p><p>However, Amazon Web Services (AWS) grew 37% and now represents 16% of Amazon&#39;s total revenue, up from 13% in the year-ago quarter. Cloud infrastructure is a market that&#39;s expected to grow at 16% per year until 2030, providing a massive growth opportunity for Amazon.</p><p>With a price-to-sales (P/S) ratio of 2.4, Amazon currently trades for the same valuation as it did in 2016, when AWS accounted for approximately 9% of overall revenue. At this price, Amazon is hard to ignore.</p><h2><b>Disney</b></h2><p>It&#39;s easy to understand the negative impact that the pandemic had on <b>Disney</b>&#39;s business. With its parks and experiences segment decimated by worldwide lockdowns, it&#39;s been a rough past few years for the House of Mouse.</p><p>One saving grace for Disney was the fortuitous timing of the launch of its Disney+ streaming service in November of 2019. The unexpectedly fast subscriber growth gave the business a much-needed lifeline as it was weathering the pandemic storm.</p><p>However, Disney is now emerging from this dark period, and has some bright skies ahead. In Q2 of 2022 (ended April 2), Disney posted year-over-year revenue growth of 23%. Most importantly, the segment that includes the theme parks, cruise lines, and other experiences saw revenue growth of over 100% in the quarter.</p><p>Not only are people returning to Disney properties, they&#39;re spending a lot more while they&#39;re there. The second quarter saw per-capita spending grow more than 40% over 2019. As we enter the summer travel season, there&#39;s reason to expect strong growth for the coming quarters.</p><p>With the exception of the pandemic-induced crash in early 2020, you&#39;d have to go all the way back to 2013 to find a time that Disney traded for a P/S multiple as low as today&#39;s 2.2. Even with the hardships the company has faced over the past few years, it&#39;s difficult to argue Disney isn&#39;t in a better place as a business than it was then.</p><h2><b>Starbucks</b></h2><p>When <b>Starbucks</b> reported its earnings for Q2 2022 (ended April 3), the results were good. Revenue was up 15%, comparable store sales increased 7% globally (and 12% in the U.S.), and Starbucks Rewards memberships grew 17% year-over-year. The results look even more impressive, considering its second-largest market, China, saw comparable store sales decrease 23% due to COVID-related lockdowns.</p><p>The company suspended guidance for the remainder of the year due to uncertainty around the COVID lockdowns in China, but management does expect there to be pressure on results for the next two quarters. On the bright side, despite a year-over-year decrease in comparable store sales, the international segment did see revenue grow 4% in Q2.</p><p>CEO Howard Schultz also suspended the company&#39;s stock buyback plan shortly after returning to the company as Interim CEO, his fourth stint in the corner office. Johnson made this move to reinvest in the business in order to provide long-term value for shareholders. This may be what is needed considering the challenges facing the company, and it&#39;s good for the business to have a seasoned CEO at the helm to navigate this tough time.</p><p>There are absolutely some near-term challenges for Starbucks, but it is still a dominant brand with global reach. Starbucks currently has a P/S multiple of 2.9, a valuation only seen three times over the past decade, and below its 10-year average of 3.9. Starbucks also pays a dividend, with a market beating yield of 2.5%. For investors with a long-term investing horizon, now is a great time to pick up shares.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Undervalued Stocks to Buy in the Second Half of 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Undervalued Stocks to Buy in the Second Half of 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 15:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/17/3-undervalued-stocks-to-buy-in-the-second-half-of/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It was a rough first half of 2022 for the stock market. At the market close on June 30, the S&P 500 was down 21% and the Nasdaq was off 30%, leaving many investors' portfolios drowning in red. The ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/17/3-undervalued-stocks-to-buy-in-the-second-half-of/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","SBUX":"星巴克","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/07/17/3-undervalued-stocks-to-buy-in-the-second-half-of/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252420073","content_text":"It was a rough first half of 2022 for the stock market. At the market close on June 30, the S&P 500 was down 21% and the Nasdaq was off 30%, leaving many investors' portfolios drowning in red. The upside of this brutal start to the year is that it has brought many high-quality businesses down to bargain valuations, creating compelling opportunities for investors.However, just because a stock is trading for a cheaper valuation doesn't mean it's necessarily a good buy. Investors should look beyond the share price and dig into the fundamentals of the business to determine what's a value play and what's a value trap. Here are three undervalued companies I think make great buys for the second half of 2022 and beyond.AmazonMostly known for its dominant position in the e-commerce space, Amazon.com is in a position to have a stronger second half of 2022. When the company reported first-quarter earnings, the market reacted negatively to some of the headline numbers, further punishing the stock price. However, upon closer inspection, there is reason to believe the short-term headwinds facing the e-commerce side of the business are just a bump in the road.The North America segment of Amazon's business had year-over-year growth of 8% in Q1, and the International segment posted a decline of 6%. Revenue from these two segments is comprised mostly of e-commerce sales, which were impacted by macroeconomic factors such as inflation and supply chain constraints.However, Amazon Web Services (AWS) grew 37% and now represents 16% of Amazon's total revenue, up from 13% in the year-ago quarter. Cloud infrastructure is a market that's expected to grow at 16% per year until 2030, providing a massive growth opportunity for Amazon.With a price-to-sales (P/S) ratio of 2.4, Amazon currently trades for the same valuation as it did in 2016, when AWS accounted for approximately 9% of overall revenue. At this price, Amazon is hard to ignore.DisneyIt's easy to understand the negative impact that the pandemic had on Disney's business. With its parks and experiences segment decimated by worldwide lockdowns, it's been a rough past few years for the House of Mouse.One saving grace for Disney was the fortuitous timing of the launch of its Disney+ streaming service in November of 2019. The unexpectedly fast subscriber growth gave the business a much-needed lifeline as it was weathering the pandemic storm.However, Disney is now emerging from this dark period, and has some bright skies ahead. In Q2 of 2022 (ended April 2), Disney posted year-over-year revenue growth of 23%. Most importantly, the segment that includes the theme parks, cruise lines, and other experiences saw revenue growth of over 100% in the quarter.Not only are people returning to Disney properties, they're spending a lot more while they're there. The second quarter saw per-capita spending grow more than 40% over 2019. As we enter the summer travel season, there's reason to expect strong growth for the coming quarters.With the exception of the pandemic-induced crash in early 2020, you'd have to go all the way back to 2013 to find a time that Disney traded for a P/S multiple as low as today's 2.2. Even with the hardships the company has faced over the past few years, it's difficult to argue Disney isn't in a better place as a business than it was then.StarbucksWhen Starbucks reported its earnings for Q2 2022 (ended April 3), the results were good. Revenue was up 15%, comparable store sales increased 7% globally (and 12% in the U.S.), and Starbucks Rewards memberships grew 17% year-over-year. The results look even more impressive, considering its second-largest market, China, saw comparable store sales decrease 23% due to COVID-related lockdowns.The company suspended guidance for the remainder of the year due to uncertainty around the COVID lockdowns in China, but management does expect there to be pressure on results for the next two quarters. On the bright side, despite a year-over-year decrease in comparable store sales, the international segment did see revenue grow 4% in Q2.CEO Howard Schultz also suspended the company's stock buyback plan shortly after returning to the company as Interim CEO, his fourth stint in the corner office. Johnson made this move to reinvest in the business in order to provide long-term value for shareholders. This may be what is needed considering the challenges facing the company, and it's good for the business to have a seasoned CEO at the helm to navigate this tough time.There are absolutely some near-term challenges for Starbucks, but it is still a dominant brand with global reach. Starbucks currently has a P/S multiple of 2.9, a valuation only seen three times over the past decade, and below its 10-year average of 3.9. Starbucks also pays a dividend, with a market beating yield of 2.5%. For investors with a long-term investing horizon, now is a great time to pick up shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076743647,"gmtCreate":1657926529489,"gmtModify":1676536081196,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076743647","repostId":"2251650644","repostType":4,"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076264298,"gmtCreate":1657853014514,"gmtModify":1676536073115,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AKE.AU\">$Allkem Limited(AKE.AU)$</a>k","listText":"<a href=\"https://ttm.financial/S/AKE.AU\">$Allkem Limited(AKE.AU)$</a>k","text":"$Allkem Limited(AKE.AU)$k","images":[{"img":"https://community-static.tradeup.com/news/b833c969d2bcdc82804e2a6563db2396","width":"1080","height":"1846"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076264298","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9078795675,"gmtCreate":1657753097797,"gmtModify":1676536054419,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078795675","repostId":"1158390926","repostType":4,"repost":{"id":"1158390926","pubTimestamp":1657812543,"share":"https://ttm.financial/m/news/1158390926?lang=&edition=fundamental","pubTime":"2022-07-14 23:29","market":"us","language":"en","title":"Tesla Q2: A Complete Mess","url":"https://stock-news.laohu8.com/highlight/detail?id=1158390926","media":"Seeking Alpha","summary":"SummaryMargins in focus due to multiple headwinds.Investors expecting a major production update.The ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Margins in focus due to multiple headwinds.</li><li>Investors expecting a major production update.</li><li>The Twitter saga continues to provide a major overhang.</li></ul><p>We&#39;re only about a week away from electric vehicle maker Tesla (NASDAQ:TSLA) reporting its Q2 results on Wednesday, July 20th. This is likely to be the most difficult quarter to handicap for the company in some time, primarily given the Shanghaifactory shut down for a good chunk of the quarter. Today, I will examine some of the key items to watch for next week.</p><p>First, we know that production and deliveries took a sizable sequential hit, even with two new factories in Berlin and Austin starting to ramp production. Total vehicles delivered were down more than 55,000 units from Q1&#39;s record, with Shanghai unable to produce for a good chunk of April, and limited production for a number of weeks when the factory did reopen. Currently, the Street is looking for revenues of $17.16 billion and non-GAAP EPS of $1.87, as compared to $18.76 billion and $3.22, respectively, in Q1 of this year.</p><p>Tesla&#39;s average selling prices (excluding credit sales) will benefit from rising prices, a higher mix of S/X sales in the quarter, and a lower overall percentage of leased vehicles in the total. On the flip side, a stronger dollar during Q2 should have provided a headwind to the company&#39;s topline. For those that include credit sales in their overall numbers, that number is expected to come down quite a bit sequentially given the large one-time benefit reported in Q1.</p><p>The most important item I&#39;ll be looking at will be margins. Between the factory ramps, Shanghai shutdown, loss of credit sales, and cost inflation, Tesla margins are expected to take a hit in Q2. I&#39;m currently looking for total automotive gross margins on a GAAP basis to decline by about 4 percentage points from Q1 levels, coming in at almost 29%. I do think we&#39;ll see some cost savings on the operating side, but then you have major restructuring charges and an impairment on the Bitcoin holding that should ding the bottom line by more than half a billion dollars, pre-tax. In the graphic below, you can see my usual three earnings cases, with dollar values in millions except per share amounts.</p><p><img src=\"https://static.tigerbbs.com/539e0b94f9dcf9da263d4e4e1becf6cd\" tg-width=\"551\" tg-height=\"595\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Three Earnings Cases (Author&#39;s Estimates, Company Q1 Results)</p><p>At the moment, my base case looks a bit weaker than the Street. First of all, there are some analysts that don&#39;t seem to have updated their numbers recently, since the high revenue estimate on the Street is nearly $20 billion. That makes no sense given the massive drop in deliveries from Q1. If we get more realistic estimates in, the average should drop a few hundred million at least. On the bottom line, I can say the same thing, plus we also don&#39;t know which analysts have included the huge Bitcoin charge and restructuring costs in their estimates. Thus, I won&#39;t be as much concerned as how the headline results compare to the Street next Wednesday, unless there is a major difference, but will focus more on how those numbers came to be.</p><p>The second major item investors will be watching for will be a complete update on production. The Shanghai factory is expected to be shut down for a couple of weeks this month for production upgrades, which could allow it to have its best quarter ever. Key Tesla watcher Troy Teslike is calling for 365,000 deliveries during the current Q3. He has the street average nearly 25,000 above that, but figures estimates might come down as analysts factor in the Shanghai closure and temporary Berlin shutdown. Barring another Covid shutdown in China or some other major adverse event, Tesla is expected to set quarterly production and delivery records, which makes sense now that it has four factories that are fully operational (minus brief pauses).</p><p>With us now a couple of weeks into the second half of the year, Tesla could also provide an update on some of its currently delayed projects. The Semi was supposed to be here in 2019, with the Roadster in 2020, and Cybertruck in 2021. None of those products are currently available, and for some, they are just hopes for next year if all goes right. Investors and consumers are also waiting to hear how the full self-driving software package is coming, as that is key to the Tesla robotaxi business that was supposed to be here over 18 months ago.</p><p>As for Tesla shares, they are currently trading towards their lows for 2022. As the chart below shows, they again lost their 50-day moving average (purple line) on Monday. The Elon Musk Twitter (TWTR) saga continues to provide an overhang, with the social media company headed to court to enforce the Tesla CEO&#39;s purchase. If Twitter is successful, Elon Musk may have to sell more shares of Tesla, depending on how much side funding he can cobble together. The Musk aura also took a slight hit Monday evening after an unexpected failure of a rocket booster for SpaceX, raising questions about the near-term path of the Starship program.</p><p><img src=\"https://static.tigerbbs.com/a24444b453a33f31ef8bc8e53a639d9f\" tg-width=\"640\" tg-height=\"270\" referrerpolicy=\"no-referrer\"/></p><p>Tesla 6-Month Chart (Yahoo! Finance)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q2: A Complete Mess</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q2: A Complete Mess\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522958-tesla-tsla-q2-earnings-complete-mess><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMargins in focus due to multiple headwinds.Investors expecting a major production update.The Twitter saga continues to provide a major overhang.We're only about a week away from electric ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522958-tesla-tsla-q2-earnings-complete-mess\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4522958-tesla-tsla-q2-earnings-complete-mess","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158390926","content_text":"SummaryMargins in focus due to multiple headwinds.Investors expecting a major production update.The Twitter saga continues to provide a major overhang.We're only about a week away from electric vehicle maker Tesla (NASDAQ:TSLA) reporting its Q2 results on Wednesday, July 20th. This is likely to be the most difficult quarter to handicap for the company in some time, primarily given the Shanghaifactory shut down for a good chunk of the quarter. Today, I will examine some of the key items to watch for next week.First, we know that production and deliveries took a sizable sequential hit, even with two new factories in Berlin and Austin starting to ramp production. Total vehicles delivered were down more than 55,000 units from Q1's record, with Shanghai unable to produce for a good chunk of April, and limited production for a number of weeks when the factory did reopen. Currently, the Street is looking for revenues of $17.16 billion and non-GAAP EPS of $1.87, as compared to $18.76 billion and $3.22, respectively, in Q1 of this year.Tesla's average selling prices (excluding credit sales) will benefit from rising prices, a higher mix of S/X sales in the quarter, and a lower overall percentage of leased vehicles in the total. On the flip side, a stronger dollar during Q2 should have provided a headwind to the company's topline. For those that include credit sales in their overall numbers, that number is expected to come down quite a bit sequentially given the large one-time benefit reported in Q1.The most important item I'll be looking at will be margins. Between the factory ramps, Shanghai shutdown, loss of credit sales, and cost inflation, Tesla margins are expected to take a hit in Q2. I'm currently looking for total automotive gross margins on a GAAP basis to decline by about 4 percentage points from Q1 levels, coming in at almost 29%. I do think we'll see some cost savings on the operating side, but then you have major restructuring charges and an impairment on the Bitcoin holding that should ding the bottom line by more than half a billion dollars, pre-tax. In the graphic below, you can see my usual three earnings cases, with dollar values in millions except per share amounts.Tesla Three Earnings Cases (Author's Estimates, Company Q1 Results)At the moment, my base case looks a bit weaker than the Street. First of all, there are some analysts that don't seem to have updated their numbers recently, since the high revenue estimate on the Street is nearly $20 billion. That makes no sense given the massive drop in deliveries from Q1. If we get more realistic estimates in, the average should drop a few hundred million at least. On the bottom line, I can say the same thing, plus we also don't know which analysts have included the huge Bitcoin charge and restructuring costs in their estimates. Thus, I won't be as much concerned as how the headline results compare to the Street next Wednesday, unless there is a major difference, but will focus more on how those numbers came to be.The second major item investors will be watching for will be a complete update on production. The Shanghai factory is expected to be shut down for a couple of weeks this month for production upgrades, which could allow it to have its best quarter ever. Key Tesla watcher Troy Teslike is calling for 365,000 deliveries during the current Q3. He has the street average nearly 25,000 above that, but figures estimates might come down as analysts factor in the Shanghai closure and temporary Berlin shutdown. Barring another Covid shutdown in China or some other major adverse event, Tesla is expected to set quarterly production and delivery records, which makes sense now that it has four factories that are fully operational (minus brief pauses).With us now a couple of weeks into the second half of the year, Tesla could also provide an update on some of its currently delayed projects. The Semi was supposed to be here in 2019, with the Roadster in 2020, and Cybertruck in 2021. None of those products are currently available, and for some, they are just hopes for next year if all goes right. Investors and consumers are also waiting to hear how the full self-driving software package is coming, as that is key to the Tesla robotaxi business that was supposed to be here over 18 months ago.As for Tesla shares, they are currently trading towards their lows for 2022. As the chart below shows, they again lost their 50-day moving average (purple line) on Monday. The Elon Musk Twitter (TWTR) saga continues to provide an overhang, with the social media company headed to court to enforce the Tesla CEO's purchase. If Twitter is successful, Elon Musk may have to sell more shares of Tesla, depending on how much side funding he can cobble together. The Musk aura also took a slight hit Monday evening after an unexpected failure of a rocket booster for SpaceX, raising questions about the near-term path of the Starship program.Tesla 6-Month Chart (Yahoo! Finance)","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071372453,"gmtCreate":1657497249772,"gmtModify":1676536013127,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a>lol","listText":"<a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a>lol","text":"$Twitter(TWTR)$lol","images":[{"img":"https://community-static.tradeup.com/news/78b8b16d983c4b9dee0c75729473ce31","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071372453","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9071376889,"gmtCreate":1657497084541,"gmtModify":1676536013087,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071376889","repostId":"2249127632","repostType":4,"repost":{"id":"2249127632","pubTimestamp":1657424405,"share":"https://ttm.financial/m/news/2249127632?lang=&edition=fundamental","pubTime":"2022-07-10 11:40","market":"us","language":"en","title":"Rivian Stock Has Strong Upside Potential, Say Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=2249127632","media":"TipRanks","summary":"Rivian (RIVN) investors have badly needed some good news, and they finally got some on Wednesday. Th","content":"<div>\n<p>Rivian (RIVN) investors have badly needed some good news, and they finally got some on Wednesday. The struggling electric truck start-up announced Q2 vehicle production and delivery numbers, and they ...</p>\n\n<a href=\"https://finance.yahoo.com/news/rivian-stock-strong-upside-potential-010030227.html\">Web Link</a>\n\n</div>\n","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 Stock Has Strong Upside Potential, Say Analysts</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 Stock Has Strong Upside Potential, Say Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-10 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/rivian-stock-strong-upside-potential-010030227.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rivian (RIVN) investors have badly needed some good news, and they finally got some on Wednesday. The struggling electric truck start-up announced Q2 vehicle production and delivery numbers, and they ...</p>\n\n<a href=\"https://finance.yahoo.com/news/rivian-stock-strong-upside-potential-010030227.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://finance.yahoo.com/news/rivian-stock-strong-upside-potential-010030227.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249127632","content_text":"Rivian (RIVN) investors have badly needed some good news, and they finally got some on Wednesday. The struggling electric truck start-up announced Q2 vehicle production and delivery numbers, and they were better than expected.The company said 4,467 vehicles were delivered in the quarter while 4,401 vehicles were manufactured. Consensus expected deliveries to come in at 3,500.Adding further sheen, Rivian also said it remains on track to hit its 25,000 production target in 2022.The strong display did not come as much of a surprise to RBC analyst Joseph Spak, who believes the results should “boost investor confidence in 2022 targets.”“Recall we previewed that we had a lot of confidence in delivery expectations and thought there could be upside,” the analyst went on to say. “Our RBC Elements™ work showed production at Rivian's Normal IL plant was likely improving, and it did.”Rivian encountered many issues earlier this year, which ranged from chip shortages to covid-related headwinds while the vehicle lines were also rearranged. All served to affect production but also soured investor sentiment.But evidently investors were happy the business was able to maintain its annual output objective in spite of these difficulties. That was reflected in the share price’s 18% uptick over the past two trading sessions.So far this year, Rivian has manufactured 6,954 vehicles, which suggests that for the rest of the year it will need to manufacture ~18,000 or ~687/week to meet its target.“This is likely to be accomplished by continued improvement on the current shift and the addition of a second shift,” says Spak, “which we believe will occur in August.”To this end, Spak reiterated an Outperform (i.e. Buy) rating on RIVN along with a $77 price target. If the target is achieved, RIVN shares could provide ~143% returns over the next 12 months.Reflecting Spak’s positive take, Baird’s Ben Kallo thinks the results could be indicative of a sea change at Rivian.“RIVN has faced growing pains as it has started production,” the analyst noted, “but the news shows a step in the right direction.”In fact, the analyst believes that as the EV story unfolds on a global scale, Rivian has a “solid opportunity to mount a challenge to Tesla’s current dominance.”In line with this view of RIVN's underlying strength, Kallo rates the stock an Outperform (i.e. Buy), with a $67 price target that implies a 12-month upside of ~112%. Looking at the consensus breakdown, 8 Buys, 5 Holds and 1 Sell have been assigned in the last three months. Therefore, RIVN gets a Moderate Buy consensus rating. Based on the $49 average price target, shares could rise ~55% in the next twelve months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071378423,"gmtCreate":1657497049562,"gmtModify":1676536013071,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LAC\">$Lithium Americas Corp.(LAC)$</a>k","listText":"<a href=\"https://ttm.financial/S/LAC\">$Lithium Americas Corp.(LAC)$</a>k","text":"$Lithium Americas Corp.(LAC)$k","images":[{"img":"https://community-static.tradeup.com/news/5b09afd1a55e8459d91302a5e298a3e0","width":"1080","height":"1846"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071378423","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9071370873,"gmtCreate":1657496665192,"gmtModify":1676536012907,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071370873","repostId":"2250672431","repostType":4,"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071015231,"gmtCreate":1657428365923,"gmtModify":1676536007017,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LTHM\">$Livent Corp.(LTHM)$</a>k","listText":"<a href=\"https://ttm.financial/S/LTHM\">$Livent Corp.(LTHM)$</a>k","text":"$Livent Corp.(LTHM)$k","images":[{"img":"https://community-static.tradeup.com/news/28dc36d2eb76bea19b06e02fb0cef80d","width":"1080","height":"1846"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071015231","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9073869983,"gmtCreate":1657327380842,"gmtModify":1676535990940,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073869983","repostId":"2250694600","repostType":4,"repost":{"id":"2250694600","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":1657323106,"share":"https://ttm.financial/m/news/2250694600?lang=&edition=fundamental","pubTime":"2022-07-09 07:31","market":"us","language":"en","title":"US STOCKS-Wall Street Gyrates to Muted Close As Investors Weigh Jobs Data in Rate Debate","url":"https://stock-news.laohu8.com/highlight/detail?id=2250694600","media":"Reuters","summary":"* Monthly U.S. jobs growth stronger-than-expected* Nasdaq up for 5th straight session: best run sinc","content":"<html><head></head><body><p>* Monthly U.S. jobs growth stronger-than-expected</p><p>* Nasdaq up for 5th straight session: best run since Nov</p><p>* Indexes: Dow fell 0.15%, S&amp;P down 0.08%, Nasdaq rose 0.12%</p><p>* All three benchmarks end the week higher</p><p>Wall Street ended little changed on Friday after a volatile session in which investors tried to comprehend how a robust jobs report would influence the U.S. Federal Reserve and its plans to aggressively hike interest rates.</p><p>Despite the bumpy nature of the day though, the Nasdaq posted its fifth straight gain - its longest winning streak since the beginning of November - and all three benchmarks finished solidly up for the week shortened by the Independence Day holiday.</p><p>The Labor Department&#39;s closely awaited data showed nonfarm payrolls rose by 372,000 jobs in June, higher than the estimated rise of 268,000 jobs, according to a Reuters poll of economists.</p><p>The report also showed the jobless rate remained near pre-pandemic lows at 3.6% and average hourly earnings rose 0.3%, after gaining 0.4% in May.</p><p>After a brutal first half of the year, U.S. stock markets started July on a solid footing as investors took relief from easing commodity prices and the Fed hinting at a more tempered program of rate hikes amid concerns of a recession.</p><p>&#34;We think the market has right-sized itself, somewhat, and will continue to adjust around the edges as we see macro data and as we work our way through earnings season,&#34; said Mike Loukas, chief executive of TrueMark Investments.</p><p>&#34;Now it&#39;s a matter of people trying to figure out where the entry point is, and where the bottom is or if we are close to it.&#34;</p><p>Investors remain nervy though, sifting through each new piece of data and commentary from Fed governors to see how this might influence the U.S. central bank&#39;s plans to dramatically shift rates higher.</p><p>This resulted in see-saw trading on Friday, with all three main benchmarks experiencing periods in positive and negative territory.</p><p>&#34;The market suspects when you start to see truly strong signs of the Fed relaxing its path of rate increases and leading indicators picking up, we&#39;ll probably get a pretty good upward movement in the market, and no <a href=\"https://laohu8.com/S/AONE.U\">one</a> wants to miss that,&#34; said Derek Izuel, chief investment officer at Shelton Capital Management.</p><p>&#34;So we&#39;re going to have this volatility as we have all these false starts along the way.&#34;</p><p>With the earnings season around the corner, investors will focus on company forecasts as well as key inflation data expected next week to gauge the health of the economy.</p><p>Atlanta Fed President Raphael Bostic, until recently among the central bank&#39;s most dovish policymakers, said on Friday he &#34;fully&#34; supports another 75-basis-point rate rise later this month.</p><p>Speaking later on Friday, New York Federal Reserve President John Williams did not specify if he favors a half point or three-quarter point increase at the Fed&#39;s upcoming July meeting, but acknowledged rising interest rates were affecting the economy.</p><p>On Friday, the Dow Jones Industrial Average fell 46.4 points, or 0.15%, to 31,338.15, the S&amp;P 500 lost 3.24 points, or 0.08%, to 3,899.38 and the Nasdaq Composite added 13.96 points, or 0.12%, to 11,635.31.</p><p>For the week, the Nasdaq gained 4.5%, while the S&amp;P and Dow advanced 1.9% and 0.8%, respectively.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 13.03 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 29 new lows; the Nasdaq Composite recorded 21 new highs and 52 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Gyrates to Muted Close As Investors Weigh Jobs Data in 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Gyrates to Muted Close As Investors Weigh Jobs Data in Rate Debate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-09 07:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Monthly U.S. jobs growth stronger-than-expected</p><p>* Nasdaq up for 5th straight session: best run since Nov</p><p>* Indexes: Dow fell 0.15%, S&amp;P down 0.08%, Nasdaq rose 0.12%</p><p>* All three benchmarks end the week higher</p><p>Wall Street ended little changed on Friday after a volatile session in which investors tried to comprehend how a robust jobs report would influence the U.S. Federal Reserve and its plans to aggressively hike interest rates.</p><p>Despite the bumpy nature of the day though, the Nasdaq posted its fifth straight gain - its longest winning streak since the beginning of November - and all three benchmarks finished solidly up for the week shortened by the Independence Day holiday.</p><p>The Labor Department&#39;s closely awaited data showed nonfarm payrolls rose by 372,000 jobs in June, higher than the estimated rise of 268,000 jobs, according to a Reuters poll of economists.</p><p>The report also showed the jobless rate remained near pre-pandemic lows at 3.6% and average hourly earnings rose 0.3%, after gaining 0.4% in May.</p><p>After a brutal first half of the year, U.S. stock markets started July on a solid footing as investors took relief from easing commodity prices and the Fed hinting at a more tempered program of rate hikes amid concerns of a recession.</p><p>&#34;We think the market has right-sized itself, somewhat, and will continue to adjust around the edges as we see macro data and as we work our way through earnings season,&#34; said Mike Loukas, chief executive of TrueMark Investments.</p><p>&#34;Now it&#39;s a matter of people trying to figure out where the entry point is, and where the bottom is or if we are close to it.&#34;</p><p>Investors remain nervy though, sifting through each new piece of data and commentary from Fed governors to see how this might influence the U.S. central bank&#39;s plans to dramatically shift rates higher.</p><p>This resulted in see-saw trading on Friday, with all three main benchmarks experiencing periods in positive and negative territory.</p><p>&#34;The market suspects when you start to see truly strong signs of the Fed relaxing its path of rate increases and leading indicators picking up, we&#39;ll probably get a pretty good upward movement in the market, and no <a href=\"https://laohu8.com/S/AONE.U\">one</a> wants to miss that,&#34; said Derek Izuel, chief investment officer at Shelton Capital Management.</p><p>&#34;So we&#39;re going to have this volatility as we have all these false starts along the way.&#34;</p><p>With the earnings season around the corner, investors will focus on company forecasts as well as key inflation data expected next week to gauge the health of the economy.</p><p>Atlanta Fed President Raphael Bostic, until recently among the central bank&#39;s most dovish policymakers, said on Friday he &#34;fully&#34; supports another 75-basis-point rate rise later this month.</p><p>Speaking later on Friday, New York Federal Reserve President John Williams did not specify if he favors a half point or three-quarter point increase at the Fed&#39;s upcoming July meeting, but acknowledged rising interest rates were affecting the economy.</p><p>On Friday, the Dow Jones Industrial Average fell 46.4 points, or 0.15%, to 31,338.15, the S&amp;P 500 lost 3.24 points, or 0.08%, to 3,899.38 and the Nasdaq Composite added 13.96 points, or 0.12%, to 11,635.31.</p><p>For the week, the Nasdaq gained 4.5%, while the S&amp;P and Dow advanced 1.9% and 0.8%, respectively.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 13.03 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 29 new lows; the Nasdaq Composite recorded 21 new highs and 52 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250694600","content_text":"* Monthly U.S. jobs growth stronger-than-expected* Nasdaq up for 5th straight session: best run since Nov* Indexes: Dow fell 0.15%, S&P down 0.08%, Nasdaq rose 0.12%* All three benchmarks end the week higherWall Street ended little changed on Friday after a volatile session in which investors tried to comprehend how a robust jobs report would influence the U.S. Federal Reserve and its plans to aggressively hike interest rates.Despite the bumpy nature of the day though, the Nasdaq posted its fifth straight gain - its longest winning streak since the beginning of November - and all three benchmarks finished solidly up for the week shortened by the Independence Day holiday.The Labor Department's closely awaited data showed nonfarm payrolls rose by 372,000 jobs in June, higher than the estimated rise of 268,000 jobs, according to a Reuters poll of economists.The report also showed the jobless rate remained near pre-pandemic lows at 3.6% and average hourly earnings rose 0.3%, after gaining 0.4% in May.After a brutal first half of the year, U.S. stock markets started July on a solid footing as investors took relief from easing commodity prices and the Fed hinting at a more tempered program of rate hikes amid concerns of a recession.\"We think the market has right-sized itself, somewhat, and will continue to adjust around the edges as we see macro data and as we work our way through earnings season,\" said Mike Loukas, chief executive of TrueMark Investments.\"Now it's a matter of people trying to figure out where the entry point is, and where the bottom is or if we are close to it.\"Investors remain nervy though, sifting through each new piece of data and commentary from Fed governors to see how this might influence the U.S. central bank's plans to dramatically shift rates higher.This resulted in see-saw trading on Friday, with all three main benchmarks experiencing periods in positive and negative territory.\"The market suspects when you start to see truly strong signs of the Fed relaxing its path of rate increases and leading indicators picking up, we'll probably get a pretty good upward movement in the market, and no one wants to miss that,\" said Derek Izuel, chief investment officer at Shelton Capital Management.\"So we're going to have this volatility as we have all these false starts along the way.\"With the earnings season around the corner, investors will focus on company forecasts as well as key inflation data expected next week to gauge the health of the economy.Atlanta Fed President Raphael Bostic, until recently among the central bank's most dovish policymakers, said on Friday he \"fully\" supports another 75-basis-point rate rise later this month.Speaking later on Friday, New York Federal Reserve President John Williams did not specify if he favors a half point or three-quarter point increase at the Fed's upcoming July meeting, but acknowledged rising interest rates were affecting the economy.On Friday, the Dow Jones Industrial Average fell 46.4 points, or 0.15%, to 31,338.15, the S&P 500 lost 3.24 points, or 0.08%, to 3,899.38 and the Nasdaq Composite added 13.96 points, or 0.12%, to 11,635.31.For the week, the Nasdaq gained 4.5%, while the S&P and Dow advanced 1.9% and 0.8%, respectively.Volume on U.S. exchanges was 9.60 billion shares, compared with the 13.03 billion average for the full session over the last 20 trading days.The S&P 500 posted two new 52-week highs and 29 new lows; the Nasdaq Composite recorded 21 new highs and 52 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073090304,"gmtCreate":1657245935008,"gmtModify":1676535978751,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>k","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>k","text":"$Grab Holdings(GRAB)$k","images":[{"img":"https://community-static.tradeup.com/news/57f26c9e54005dcfa2ea70cb15512710","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073090304","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9079148159,"gmtCreate":1657162311371,"gmtModify":1676535962144,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KO\">$Coca-Cola(KO)$</a>k","listText":"<a href=\"https://ttm.financial/S/KO\">$Coca-Cola(KO)$</a>k","text":"$Coca-Cola(KO)$k","images":[{"img":"https://community-static.tradeup.com/news/9bb767b308b2be01508f07403ab43bcf","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079148159","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9079163537,"gmtCreate":1657158749729,"gmtModify":1676535961290,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LKE.AU\">$Lake Resources NL(LKE.AU)$</a><v-v data-views=\"1\"></v-v>k","listText":"<a href=\"https://ttm.financial/S/LKE.AU\">$Lake Resources NL(LKE.AU)$</a><v-v data-views=\"1\"></v-v>k","text":"$Lake Resources NL(LKE.AU)$k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079163537","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070618517,"gmtCreate":1657062269648,"gmtModify":1676535939710,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>share","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>share","text":"$AMD(AMD)$share","images":[{"img":"https://community-static.tradeup.com/news/8e04126868d9248fb8cd950ead9eb748","width":"1080","height":"1846"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070618517","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9047424937,"gmtCreate":1656973652430,"gmtModify":1676535922561,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OMER\">$Omeros(OMER)$</a>k","listText":"<a href=\"https://ttm.financial/S/OMER\">$Omeros(OMER)$</a>k","text":"$Omeros(OMER)$k","images":[{"img":"https://community-static.tradeup.com/news/3a642172426d880fc68c08681c7ba003","width":"1080","height":"1846"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047424937","isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9993313685,"gmtCreate":1660623545349,"gmtModify":1676536368094,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"k//<a href=\"https://laohu8.com/U/3559581955535845\">@koolgal</a>:The US markets closed up today and hopefully our local markets will follow suit.&nbsp; If not, it's bargain hunting time.<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>&nbsp;Thanks for your wonderful Tiger Coins and Congrats to all my Dear Tiger Friends who have shared their fantastic trading ideas.Let's energise and find our winning trades today!Cheers to our Success and Prosperity! 🚀🚀🚀🌜🌜🌜🌈🌈🌈💰💰💰🎉🎊🎉😍😍😍","listText":"k//<a href=\"https://laohu8.com/U/3559581955535845\">@koolgal</a>:The US markets closed up today and hopefully our local markets will follow suit.&nbsp; If not, it's bargain hunting time.<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>&nbsp;Thanks for your wonderful Tiger Coins and Congrats to all my Dear Tiger Friends who have shared their fantastic trading ideas.Let's energise and find our winning trades today!Cheers to our Success and Prosperity! 🚀🚀🚀🌜🌜🌜🌈🌈🌈💰💰💰🎉🎊🎉😍😍😍","text":"k//@koolgal:The US markets closed up today and hopefully our local markets will follow suit. If not, it's bargain hunting time.@Daily_Discussion Thanks for your wonderful Tiger Coins and Congrats to all my Dear Tiger Friends who have shared their fantastic trading ideas.Let's energise and find our winning trades today!Cheers to our Success and Prosperity! 🚀🚀🚀🌜🌜🌜🌈🌈🌈💰💰💰🎉🎊🎉😍😍😍","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993313685","repostId":"9993391660","repostType":1,"repost":{"id":9993391660,"gmtCreate":1660620883476,"gmtModify":1676536367558,"author":{"id":"3527667621665671","authorId":"3527667621665671","authorIdStr":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671"},"themes":[],"title":"🔥[REWARDS]6 Things to Know Before Your Trades（16th Aug)","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference","text":"Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards] You will be given 100 Tiger Coins according to the quality & interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 10 Tiger coins if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference","images":[{"img":"https://community-static.tradeup.com/news/e961ee203328d401936b5a8ebda60e0e","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/1dfd0b2dd538da7142964aa6a79f4b7f","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/335cc7adee0b7dfa05d101e98896b6e6","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993391660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076743647,"gmtCreate":1657926529489,"gmtModify":1676536081196,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076743647","repostId":"2251650644","repostType":4,"repost":{"id":"2251650644","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":1657926064,"share":"https://ttm.financial/m/news/2251650644?lang=&edition=fundamental","pubTime":"2022-07-16 07:01","market":"us","language":"en","title":"US STOCKS-Wall St Ends Tumultuous Week with Strong Rally as Rate Hike Fears Wane","url":"https://stock-news.laohu8.com/highlight/detail?id=2251650644","media":"Reuters","summary":"* Banks have biggest percent gain in 18 months* Citigroup jumps after results* S&P, Dow end five-day losing streaks* Retail sales beats estimates* Indexes up: Dow 2.15%, S&P 1.92%, Nasdaq 1.79%U.S. st","content":"<html><head></head><body><p>* Banks have biggest percent gain in 18 months</p><p>* Citigroup jumps after results</p><p>* S&amp;P, Dow end five-day losing streaks</p><p>* Retail sales beats estimates</p><p>* Indexes up: Dow 2.15%, S&amp;P 1.92%, Nasdaq 1.79%</p><p>U.S. stocks closed sharply higher on Friday, ending several days of sell-offs with a rebound fueled by upbeat earnings, strong economic data and easing fears of a larger-than-expected interest rate hike by the Federal Reserve.</p><p>All three major U.S. stock indexes posted solid gains, with financials    leading the charge in the wake of Citigroup&#39;s    earnings beat. This reversed Thursday&#39;s sell-off driven by downbeat guidance from rivals JPMorgan Chase and Morgan Stanley .</p><p>The S&amp;P 500 and the Dow both snapped five-day losing streaks, and all three indexes ended below last Friday&#39;s close.</p><p>&#34;We&#39;re still below the downward sloping trend line,&#34; said  Sam Stovall, chief investment strategist of CFRA Research in New York. &#34;One day does not a new trend make.&#34;</p><p>Consumer prices in June showed the highest annual growth rate since 1981, raising chances that the Fed could raise its key fed funds target rate by 100 basis points, steeper than the 75 basis point hike previously expected.</p><p>&#34;(Investors) would be unnerved by a 100 basis point rate hike, as it would imply that the Fed does not know what it is doing and is being controlled by the data,&#34; Stovall added.</p><p>Those fears were calmed by remarks from Fed officials on Thursday and Friday, which indicated an interest rate increase of 75 basis points is likely in the cards.</p><p>Economic data released on Friday surprised to the upside, with stronger-than-expected retail sales, an uptick in consumer sentiment, lower inflation expectations and cooling import prices.</p><p>&#34;Economic indicators are not consistent right now,&#34; said Tim Ghriskey, senior portfolio strategist Ingalls &amp; Snyder in New York. &#34;They are positive and negative, which shows we&#39;re in a period of transition.</p><p>The Dow Jones Industrial Average    rose 658.09 points, or 2.15%, to 31,288.26, the S&amp;P 500    gained 72.78 points, or 1.92%, at 3,863.16 and the Nasdaq Composite    added 201.24 points, or 1.79%, at 11,452.42.</p><p>All 11 major sectors of the S&amp;P 500 ended the session higher, with financial stocks easily nabbing the largest percentage gain of 3.5%.</p><p>Second-quarter earnings season is well underway, with 35 of the companies in the S&amp;P 500 having reported. Of those, 80% have beaten Street expectations, according to Refinitiv.</p><p>Analysts now expect aggregate year-on-year S&amp;P 500 second-quarter profit growth of 5.6%, down from the 6.8% estimate at the beginning of the quarter.</p><p>Citigroup bucked the trend among big bank earnings reports as its quarterly profit beat expectations, sending the stock up 13.2%.</p><p>Wells Fargo &amp; Co    said its quarterly profit nearly halved due to increased loan loss provisions and a weak mortgage business. Still, its shares gained 6.2%.</p><p>The S&amp;P Banking index jumped 5.8%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage surge since January 2020.</p><p>Unitedhealth Group Inc    advanced 5.4% after the healthcare company raised its annual profit forecast for the second straight quarter.</p><p>BlackRock Inc  rose 2.0% even after the world&#39;s largest asset manager posted a steeper-than-expected profit drop.</p><p>Market participants are looking to next week&#39;s full ledger of scheduled earnings releases, from Goldman Sachs Group Inc, Bank of America Corp, International Business Corp, Netflix Inc   , Tesla Inc   , <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc    and assorted heavy-hitting industrials.</p><p>Advancing issues outnumbered decliners on the NYSE by a 4.53-to-1 ratio; on Nasdaq, a 2.36-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted one new 52-week high and 31 new lows; the Nasdaq Composite recorded 37 new highs and 126 new lows.</p><p>Volume on U.S. exchanges was 10.26 billion shares, compared with the 12.31 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Ends Tumultuous Week with Strong Rally as Rate Hike Fears Wane</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Ends Tumultuous Week with Strong Rally as Rate Hike Fears Wane\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-16 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Banks have biggest percent gain in 18 months</p><p>* Citigroup jumps after results</p><p>* S&amp;P, Dow end five-day losing streaks</p><p>* Retail sales beats estimates</p><p>* Indexes up: Dow 2.15%, S&amp;P 1.92%, Nasdaq 1.79%</p><p>U.S. stocks closed sharply higher on Friday, ending several days of sell-offs with a rebound fueled by upbeat earnings, strong economic data and easing fears of a larger-than-expected interest rate hike by the Federal Reserve.</p><p>All three major U.S. stock indexes posted solid gains, with financials    leading the charge in the wake of Citigroup&#39;s    earnings beat. This reversed Thursday&#39;s sell-off driven by downbeat guidance from rivals JPMorgan Chase and Morgan Stanley .</p><p>The S&amp;P 500 and the Dow both snapped five-day losing streaks, and all three indexes ended below last Friday&#39;s close.</p><p>&#34;We&#39;re still below the downward sloping trend line,&#34; said  Sam Stovall, chief investment strategist of CFRA Research in New York. &#34;One day does not a new trend make.&#34;</p><p>Consumer prices in June showed the highest annual growth rate since 1981, raising chances that the Fed could raise its key fed funds target rate by 100 basis points, steeper than the 75 basis point hike previously expected.</p><p>&#34;(Investors) would be unnerved by a 100 basis point rate hike, as it would imply that the Fed does not know what it is doing and is being controlled by the data,&#34; Stovall added.</p><p>Those fears were calmed by remarks from Fed officials on Thursday and Friday, which indicated an interest rate increase of 75 basis points is likely in the cards.</p><p>Economic data released on Friday surprised to the upside, with stronger-than-expected retail sales, an uptick in consumer sentiment, lower inflation expectations and cooling import prices.</p><p>&#34;Economic indicators are not consistent right now,&#34; said Tim Ghriskey, senior portfolio strategist Ingalls &amp; Snyder in New York. &#34;They are positive and negative, which shows we&#39;re in a period of transition.</p><p>The Dow Jones Industrial Average    rose 658.09 points, or 2.15%, to 31,288.26, the S&amp;P 500    gained 72.78 points, or 1.92%, at 3,863.16 and the Nasdaq Composite    added 201.24 points, or 1.79%, at 11,452.42.</p><p>All 11 major sectors of the S&amp;P 500 ended the session higher, with financial stocks easily nabbing the largest percentage gain of 3.5%.</p><p>Second-quarter earnings season is well underway, with 35 of the companies in the S&amp;P 500 having reported. Of those, 80% have beaten Street expectations, according to Refinitiv.</p><p>Analysts now expect aggregate year-on-year S&amp;P 500 second-quarter profit growth of 5.6%, down from the 6.8% estimate at the beginning of the quarter.</p><p>Citigroup bucked the trend among big bank earnings reports as its quarterly profit beat expectations, sending the stock up 13.2%.</p><p>Wells Fargo &amp; Co    said its quarterly profit nearly halved due to increased loan loss provisions and a weak mortgage business. Still, its shares gained 6.2%.</p><p>The S&amp;P Banking index jumped 5.8%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage surge since January 2020.</p><p>Unitedhealth Group Inc    advanced 5.4% after the healthcare company raised its annual profit forecast for the second straight quarter.</p><p>BlackRock Inc  rose 2.0% even after the world&#39;s largest asset manager posted a steeper-than-expected profit drop.</p><p>Market participants are looking to next week&#39;s full ledger of scheduled earnings releases, from Goldman Sachs Group Inc, Bank of America Corp, International Business Corp, Netflix Inc   , Tesla Inc   , <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc    and assorted heavy-hitting industrials.</p><p>Advancing issues outnumbered decliners on the NYSE by a 4.53-to-1 ratio; on Nasdaq, a 2.36-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted one new 52-week high and 31 new lows; the Nasdaq Composite recorded 37 new highs and 126 new lows.</p><p>Volume on U.S. exchanges was 10.26 billion shares, compared with the 12.31 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"513500":"标普500ETF","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","QLD":"纳指两倍做多ETF","APR":"Apria, Inc.","DDM":"道指两倍做多ETF","LHDX":"Lucira Health, Inc.","BK4516":"特朗普概念","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF","BK4532":"文艺复兴科技持仓","DXD":"道指两倍做空ETF","SH":"标普500反向ETF","QQQ":"纳指100ETF","NFLX":"奈飞","OEF":"标普100指数ETF-iShares","PSQ":"纳指反向ETF","C":"花旗","BK4139":"生物科技","CGEM":"Cullinan Therapeutics","BK4534":"瑞士信贷持仓","BK4135":"资产管理与托管银行","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药","BK4566":"资本集团","IVV":"标普500指数ETF","BK4196":"保健护理服务","BK4082":"医疗保健设备","BK4508":"社交媒体","BK4535":"淡马锡持仓","BK4077":"互动媒体与服务","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BLK":"贝莱德","UNH":"联合健康","BK4154":"管理型保健护理","DOG":"道指反向ETF","QID":"纳指两倍做空ETF","SANA":"Sana Biotechnology, Inc.","BK4207":"综合性银行","BK4581":"高盛持仓",".IXIC":"NASDAQ Composite","SDOW":"道指三倍做空ETF-ProShares","LABP":"Landos Biopharma, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251650644","content_text":"* Banks have biggest percent gain in 18 months* Citigroup jumps after results* S&P, Dow end five-day losing streaks* Retail sales beats estimates* Indexes up: Dow 2.15%, S&P 1.92%, Nasdaq 1.79%U.S. stocks closed sharply higher on Friday, ending several days of sell-offs with a rebound fueled by upbeat earnings, strong economic data and easing fears of a larger-than-expected interest rate hike by the Federal Reserve.All three major U.S. stock indexes posted solid gains, with financials    leading the charge in the wake of Citigroup's    earnings beat. This reversed Thursday's sell-off driven by downbeat guidance from rivals JPMorgan Chase and Morgan Stanley .The S&P 500 and the Dow both snapped five-day losing streaks, and all three indexes ended below last Friday's close.\"We're still below the downward sloping trend line,\" said  Sam Stovall, chief investment strategist of CFRA Research in New York. \"One day does not a new trend make.\"Consumer prices in June showed the highest annual growth rate since 1981, raising chances that the Fed could raise its key fed funds target rate by 100 basis points, steeper than the 75 basis point hike previously expected.\"(Investors) would be unnerved by a 100 basis point rate hike, as it would imply that the Fed does not know what it is doing and is being controlled by the data,\" Stovall added.Those fears were calmed by remarks from Fed officials on Thursday and Friday, which indicated an interest rate increase of 75 basis points is likely in the cards.Economic data released on Friday surprised to the upside, with stronger-than-expected retail sales, an uptick in consumer sentiment, lower inflation expectations and cooling import prices.\"Economic indicators are not consistent right now,\" said Tim Ghriskey, senior portfolio strategist Ingalls & Snyder in New York. \"They are positive and negative, which shows we're in a period of transition.The Dow Jones Industrial Average    rose 658.09 points, or 2.15%, to 31,288.26, the S&P 500    gained 72.78 points, or 1.92%, at 3,863.16 and the Nasdaq Composite    added 201.24 points, or 1.79%, at 11,452.42.All 11 major sectors of the S&P 500 ended the session higher, with financial stocks easily nabbing the largest percentage gain of 3.5%.Second-quarter earnings season is well underway, with 35 of the companies in the S&P 500 having reported. Of those, 80% have beaten Street expectations, according to Refinitiv.Analysts now expect aggregate year-on-year S&P 500 second-quarter profit growth of 5.6%, down from the 6.8% estimate at the beginning of the quarter.Citigroup bucked the trend among big bank earnings reports as its quarterly profit beat expectations, sending the stock up 13.2%.Wells Fargo & Co    said its quarterly profit nearly halved due to increased loan loss provisions and a weak mortgage business. Still, its shares gained 6.2%.The S&P Banking index jumped 5.8%, its biggest one-day percentage surge since January 2020.Unitedhealth Group Inc    advanced 5.4% after the healthcare company raised its annual profit forecast for the second straight quarter.BlackRock Inc  rose 2.0% even after the world's largest asset manager posted a steeper-than-expected profit drop.Market participants are looking to next week's full ledger of scheduled earnings releases, from Goldman Sachs Group Inc, Bank of America Corp, International Business Corp, Netflix Inc   , Tesla Inc   , Twitter Inc    and assorted heavy-hitting industrials.Advancing issues outnumbered decliners on the NYSE by a 4.53-to-1 ratio; on Nasdaq, a 2.36-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and 31 new lows; the Nasdaq Composite recorded 37 new highs and 126 new lows.Volume on U.S. exchanges was 10.26 billion shares, compared with the 12.31 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071015231,"gmtCreate":1657428365923,"gmtModify":1676536007017,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LTHM\">$Livent Corp.(LTHM)$</a>k","listText":"<a href=\"https://ttm.financial/S/LTHM\">$Livent Corp.(LTHM)$</a>k","text":"$Livent Corp.(LTHM)$k","images":[{"img":"https://community-static.tradeup.com/news/28dc36d2eb76bea19b06e02fb0cef80d","width":"1080","height":"1846"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071015231","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9073869983,"gmtCreate":1657327380842,"gmtModify":1676535990940,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073869983","repostId":"2250694600","repostType":4,"repost":{"id":"2250694600","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":1657323106,"share":"https://ttm.financial/m/news/2250694600?lang=&edition=fundamental","pubTime":"2022-07-09 07:31","market":"us","language":"en","title":"US STOCKS-Wall Street Gyrates to Muted Close As Investors Weigh Jobs Data in Rate Debate","url":"https://stock-news.laohu8.com/highlight/detail?id=2250694600","media":"Reuters","summary":"* Monthly U.S. jobs growth stronger-than-expected* Nasdaq up for 5th straight session: best run sinc","content":"<html><head></head><body><p>* Monthly U.S. jobs growth stronger-than-expected</p><p>* Nasdaq up for 5th straight session: best run since Nov</p><p>* Indexes: Dow fell 0.15%, S&amp;P down 0.08%, Nasdaq rose 0.12%</p><p>* All three benchmarks end the week higher</p><p>Wall Street ended little changed on Friday after a volatile session in which investors tried to comprehend how a robust jobs report would influence the U.S. Federal Reserve and its plans to aggressively hike interest rates.</p><p>Despite the bumpy nature of the day though, the Nasdaq posted its fifth straight gain - its longest winning streak since the beginning of November - and all three benchmarks finished solidly up for the week shortened by the Independence Day holiday.</p><p>The Labor Department&#39;s closely awaited data showed nonfarm payrolls rose by 372,000 jobs in June, higher than the estimated rise of 268,000 jobs, according to a Reuters poll of economists.</p><p>The report also showed the jobless rate remained near pre-pandemic lows at 3.6% and average hourly earnings rose 0.3%, after gaining 0.4% in May.</p><p>After a brutal first half of the year, U.S. stock markets started July on a solid footing as investors took relief from easing commodity prices and the Fed hinting at a more tempered program of rate hikes amid concerns of a recession.</p><p>&#34;We think the market has right-sized itself, somewhat, and will continue to adjust around the edges as we see macro data and as we work our way through earnings season,&#34; said Mike Loukas, chief executive of TrueMark Investments.</p><p>&#34;Now it&#39;s a matter of people trying to figure out where the entry point is, and where the bottom is or if we are close to it.&#34;</p><p>Investors remain nervy though, sifting through each new piece of data and commentary from Fed governors to see how this might influence the U.S. central bank&#39;s plans to dramatically shift rates higher.</p><p>This resulted in see-saw trading on Friday, with all three main benchmarks experiencing periods in positive and negative territory.</p><p>&#34;The market suspects when you start to see truly strong signs of the Fed relaxing its path of rate increases and leading indicators picking up, we&#39;ll probably get a pretty good upward movement in the market, and no <a href=\"https://laohu8.com/S/AONE.U\">one</a> wants to miss that,&#34; said Derek Izuel, chief investment officer at Shelton Capital Management.</p><p>&#34;So we&#39;re going to have this volatility as we have all these false starts along the way.&#34;</p><p>With the earnings season around the corner, investors will focus on company forecasts as well as key inflation data expected next week to gauge the health of the economy.</p><p>Atlanta Fed President Raphael Bostic, until recently among the central bank&#39;s most dovish policymakers, said on Friday he &#34;fully&#34; supports another 75-basis-point rate rise later this month.</p><p>Speaking later on Friday, New York Federal Reserve President John Williams did not specify if he favors a half point or three-quarter point increase at the Fed&#39;s upcoming July meeting, but acknowledged rising interest rates were affecting the economy.</p><p>On Friday, the Dow Jones Industrial Average fell 46.4 points, or 0.15%, to 31,338.15, the S&amp;P 500 lost 3.24 points, or 0.08%, to 3,899.38 and the Nasdaq Composite added 13.96 points, or 0.12%, to 11,635.31.</p><p>For the week, the Nasdaq gained 4.5%, while the S&amp;P and Dow advanced 1.9% and 0.8%, respectively.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 13.03 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 29 new lows; the Nasdaq Composite recorded 21 new highs and 52 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Gyrates to Muted Close As Investors Weigh Jobs Data in Rate Debate</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{ 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Gyrates to Muted Close As Investors Weigh Jobs Data in Rate Debate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-09 07:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Monthly U.S. jobs growth stronger-than-expected</p><p>* Nasdaq up for 5th straight session: best run since Nov</p><p>* Indexes: Dow fell 0.15%, S&amp;P down 0.08%, Nasdaq rose 0.12%</p><p>* All three benchmarks end the week higher</p><p>Wall Street ended little changed on Friday after a volatile session in which investors tried to comprehend how a robust jobs report would influence the U.S. Federal Reserve and its plans to aggressively hike interest rates.</p><p>Despite the bumpy nature of the day though, the Nasdaq posted its fifth straight gain - its longest winning streak since the beginning of November - and all three benchmarks finished solidly up for the week shortened by the Independence Day holiday.</p><p>The Labor Department&#39;s closely awaited data showed nonfarm payrolls rose by 372,000 jobs in June, higher than the estimated rise of 268,000 jobs, according to a Reuters poll of economists.</p><p>The report also showed the jobless rate remained near pre-pandemic lows at 3.6% and average hourly earnings rose 0.3%, after gaining 0.4% in May.</p><p>After a brutal first half of the year, U.S. stock markets started July on a solid footing as investors took relief from easing commodity prices and the Fed hinting at a more tempered program of rate hikes amid concerns of a recession.</p><p>&#34;We think the market has right-sized itself, somewhat, and will continue to adjust around the edges as we see macro data and as we work our way through earnings season,&#34; said Mike Loukas, chief executive of TrueMark Investments.</p><p>&#34;Now it&#39;s a matter of people trying to figure out where the entry point is, and where the bottom is or if we are close to it.&#34;</p><p>Investors remain nervy though, sifting through each new piece of data and commentary from Fed governors to see how this might influence the U.S. central bank&#39;s plans to dramatically shift rates higher.</p><p>This resulted in see-saw trading on Friday, with all three main benchmarks experiencing periods in positive and negative territory.</p><p>&#34;The market suspects when you start to see truly strong signs of the Fed relaxing its path of rate increases and leading indicators picking up, we&#39;ll probably get a pretty good upward movement in the market, and no <a href=\"https://laohu8.com/S/AONE.U\">one</a> wants to miss that,&#34; said Derek Izuel, chief investment officer at Shelton Capital Management.</p><p>&#34;So we&#39;re going to have this volatility as we have all these false starts along the way.&#34;</p><p>With the earnings season around the corner, investors will focus on company forecasts as well as key inflation data expected next week to gauge the health of the economy.</p><p>Atlanta Fed President Raphael Bostic, until recently among the central bank&#39;s most dovish policymakers, said on Friday he &#34;fully&#34; supports another 75-basis-point rate rise later this month.</p><p>Speaking later on Friday, New York Federal Reserve President John Williams did not specify if he favors a half point or three-quarter point increase at the Fed&#39;s upcoming July meeting, but acknowledged rising interest rates were affecting the economy.</p><p>On Friday, the Dow Jones Industrial Average fell 46.4 points, or 0.15%, to 31,338.15, the S&amp;P 500 lost 3.24 points, or 0.08%, to 3,899.38 and the Nasdaq Composite added 13.96 points, or 0.12%, to 11,635.31.</p><p>For the week, the Nasdaq gained 4.5%, while the S&amp;P and Dow advanced 1.9% and 0.8%, respectively.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 13.03 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 29 new lows; the Nasdaq Composite recorded 21 new highs and 52 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250694600","content_text":"* Monthly U.S. jobs growth stronger-than-expected* Nasdaq up for 5th straight session: best run since Nov* Indexes: Dow fell 0.15%, S&P down 0.08%, Nasdaq rose 0.12%* All three benchmarks end the week higherWall Street ended little changed on Friday after a volatile session in which investors tried to comprehend how a robust jobs report would influence the U.S. Federal Reserve and its plans to aggressively hike interest rates.Despite the bumpy nature of the day though, the Nasdaq posted its fifth straight gain - its longest winning streak since the beginning of November - and all three benchmarks finished solidly up for the week shortened by the Independence Day holiday.The Labor Department's closely awaited data showed nonfarm payrolls rose by 372,000 jobs in June, higher than the estimated rise of 268,000 jobs, according to a Reuters poll of economists.The report also showed the jobless rate remained near pre-pandemic lows at 3.6% and average hourly earnings rose 0.3%, after gaining 0.4% in May.After a brutal first half of the year, U.S. stock markets started July on a solid footing as investors took relief from easing commodity prices and the Fed hinting at a more tempered program of rate hikes amid concerns of a recession.\"We think the market has right-sized itself, somewhat, and will continue to adjust around the edges as we see macro data and as we work our way through earnings season,\" said Mike Loukas, chief executive of TrueMark Investments.\"Now it's a matter of people trying to figure out where the entry point is, and where the bottom is or if we are close to it.\"Investors remain nervy though, sifting through each new piece of data and commentary from Fed governors to see how this might influence the U.S. central bank's plans to dramatically shift rates higher.This resulted in see-saw trading on Friday, with all three main benchmarks experiencing periods in positive and negative territory.\"The market suspects when you start to see truly strong signs of the Fed relaxing its path of rate increases and leading indicators picking up, we'll probably get a pretty good upward movement in the market, and no one wants to miss that,\" said Derek Izuel, chief investment officer at Shelton Capital Management.\"So we're going to have this volatility as we have all these false starts along the way.\"With the earnings season around the corner, investors will focus on company forecasts as well as key inflation data expected next week to gauge the health of the economy.Atlanta Fed President Raphael Bostic, until recently among the central bank's most dovish policymakers, said on Friday he \"fully\" supports another 75-basis-point rate rise later this month.Speaking later on Friday, New York Federal Reserve President John Williams did not specify if he favors a half point or three-quarter point increase at the Fed's upcoming July meeting, but acknowledged rising interest rates were affecting the economy.On Friday, the Dow Jones Industrial Average fell 46.4 points, or 0.15%, to 31,338.15, the S&P 500 lost 3.24 points, or 0.08%, to 3,899.38 and the Nasdaq Composite added 13.96 points, or 0.12%, to 11,635.31.For the week, the Nasdaq gained 4.5%, while the S&P and Dow advanced 1.9% and 0.8%, respectively.Volume on U.S. exchanges was 9.60 billion shares, compared with the 13.03 billion average for the full session over the last 20 trading days.The S&P 500 posted two new 52-week highs and 29 new lows; the Nasdaq Composite recorded 21 new highs and 52 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079163537,"gmtCreate":1657158749729,"gmtModify":1676535961290,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LKE.AU\">$Lake Resources NL(LKE.AU)$</a><v-v data-views=\"1\"></v-v>k","listText":"<a href=\"https://ttm.financial/S/LKE.AU\">$Lake Resources NL(LKE.AU)$</a><v-v data-views=\"1\"></v-v>k","text":"$Lake Resources NL(LKE.AU)$k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079163537","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042670445,"gmtCreate":1656473177088,"gmtModify":1676535836725,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042670445","repostId":"1165982577","repostType":2,"repost":{"id":"1165982577","pubTimestamp":1656467732,"share":"https://ttm.financial/m/news/1165982577?lang=&edition=fundamental","pubTime":"2022-06-29 09:55","market":"us","language":"en","title":"Tesla: Sniffing The Growth Cliff, Reiterating Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=1165982577","media":"Seeking Alpha","summary":"SummaryWe view TSLA's product, technology, and business model through a generally rosy and optimisti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We view TSLA&#39;s product, technology, and business model through a generally rosy and optimistic lens. We think they are the top dog in all three categories relative to traditional auto OEMs.</li><li>We look at extended wait times on TSLA vehicles as a sign of high, continued demand for product, demand that could stretch into early next year.</li><li>Our pessimism comes from the idea of a growth cliff. Supply constraints and high demand have caused a massive uplift in wait times. A consumer downturn would reign in growth materially.</li><li>Massive ASP hikes will likely be enough to keep unit margins juiced for now, but underlying cost improvements need to accelerate when inflation returns to normal to keep margins steady. Until then, you could see TSLA&#39;s gross margins be materially higher than what would be considered steady-state.</li><li>Reiterating Sell rating. PT reduced from $875 to $545. Bear Case PT of $279. Bull Case PT of $1,085. R/r skews downward, hence our continued Sell rating.</li></ul><p>Our Tesla Pitch - Tesla Needs A &#39;Soft Landing&#39; (To Use Fed Speak) In Order to Sustain Growth Rates; If They Can&#39;t, The Stock Has Room to Negatively Re-rate</p><p>We&#39;ve been in the bull camp or at least neutral on Tesla (NASDAQ:TSLA) since Q4 of 2018. That changed in January, as we called out market risk driving negative real returns in the stock.</p><p><img src=\"https://static.tigerbbs.com/12137b01489bb9223b3aec14de942d03\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>That was our call then. At the time the Fed was set to taper bond purchases at an accelerated rate, and rate hikes were likely on the horizon as inflation accelerated. We made the call in spite of our fundamental business optimism.</p><p>The call now is different. We still love the business, it&#39;s hard not to. The problem is we think growth is going to run into a wall, at least over the medium-term. If our call in January was a macro-market call, this call is more of a macro-economic call.</p><p>Consensus sell-side expectations are calling for EPS growth of ~79% and ~30% in &#39;22 and &#39;23. Expectations are calling for top-line growth of ~59% and ~33% in &#39;22 and &#39;23 from $85.64B to $114.39B.</p><p>These are high expectations against a high base. Now, if Tesla can navigate the long lead times on product mix before the macro environment overly-devolves, maybe they can navigate a soft-landing and the stock can stay stable. This is the pervasive &#39;Musk&#39; factor that has enabled Tesla to pull a rabbit out of the hat many-a-time.</p><p>This factor is our reason for caution and pessimism, but not outright taking a short position, at least not right now.</p><p><b>Core Thesis - As The Economy Slows, And Tesla Raises ASPs to Boost Margins &amp; Offset Inflation, New Order-flow Could Decelerate</b></p><p>The heading of our thesis seems pretty self-explanatory, but it&#39;s worth delving into each component of this a little deeper. At this point in time, our base case is that the US economy is already in a recession or will enter one this year. Economic productivity and growth are likely to slow from here, not speed up. Growth in labor and input costs is net-constrictive on the economy. We think Tesla is recognizing both of these factors, leading to massive price hikes to cushion margins.</p><p>They can do this for two reasons: (a.) a massive order backlog, and (b.) an incredibly strong brand. On the first note, Model Y LR lead times are six to nine months out. That is incredibly long and highlights one of two things: either (a.) Tesla is facing a massive surplus of demand, or (b.) supply is constrained. We think the real answer is both.</p><p>The secular theme of BEV adoption is in full-swing, and Tesla has the technology, the design-appeal, and the brand to capitalize on the shift in demand trends. And while debatable, some see high maintenance and gasoline prices have likely accelerated the value prop transition towards EVs somewhat.</p><p>Additionally, autos have been one of the primary verticals negatively impacted by disrupted supply chains. Component shortages, overseas shipping, factory closures etc. have disrupted Tesla and many other auto OEMs in getting new builds off production lines. We think with time, and with the ramp-up in Shanghai, Berlin, and Texas, Tesla&#39;s overall supply will increase, and this dynamic will fade a bit.</p><p>Nonetheless, tight supply resulting from mostly existential factors is allowing Tesla to lift prices and thus bolster margins, a dynamic that we question the long-term validity of.</p><p>We think that as interest rates rise and consumer spending weakens (or at least shifts), demand for big ticket items (like housing and autos) will slow materially. While Tesla can lean into their current order backlog to sustain deliveries, we question the ability of Tesla to refill this backlog over time if consumer-end trends are weakening. Simply put, where is the deliveries growth in $50K+ cars going to be when the consumer is backed against the wall?</p><p>This begs a few questions, how long will weak consumer trends in medium to luxury autos last? Additionally, how long before Tesla depletes its order backlog? What is the rate that this backlog refills? Will Tesla resort to price cuts (hurting unit margins) to generate incremental demand? These are all questions, questions that are difficult to answer with any degree of certainty.</p><p>When going long a name, and backing up a Buy rating, we need a degree of valuation support to reflect uncertainty.</p><p>If the economy slows, we question Tesla&#39;s ability to hit the aforementioned consensus revenue and earnings growth estimates, and even against those estimates, we question the valuation support you have. Tesla&#39;s trading at ~6.5x cons. &#39;23E sales, and ~45x cons. &#39;23E earnings.</p><p>We like the business, but are these multiples reflective of safety in the current environment? No. Too much uncertainty with too little valuation support gets us to where we are now.</p><p><b>Musk Knows This, Hence The Layoffs</b></p><p>Additionally, we think that management is well aware of these problems. Musk&#39;s &#39;bad feeling&#39; about the economy? The layoffs? A potential cost-cutting measure to support cash generation through a tougher time. Tesla isn&#39;t unique in laying off employees. If you&#39;ve been tracking the news, Big Tech in general has been finding reasons to reduce headcount.</p><p>We think fundamentally, management is planning ahead of the growth cliff by reducing headcount now, a move that we think will save money and agony over the medium term.</p><p><b>Long-Term Story Intact, But We Question Terminal Margins</b></p><p>Over the long haul, the story is still pretty clear on Tesla. We continue to believe they have the best product, technology, infrastructure, and brand in the BEV market. A BEV market that is still very early in its adoption curve, and a market Tesla is very early in fully capturing across the use-case spectrum (trucks, semis, compacts, etc.)</p><p>We think that as new order flow cools, and Tesla works through its existing backlog, investors will have to digest a period of materially slower revenue and deliveries growth. This is to be expected when you sell $50,000+ electric vehicles into a slower demand environment.</p><p>Over the long-haul, we continue to applaud Tesla&#39;s technology lead (particularly in manufacturing and cell tech, as well as cell-to-pack integration), solid brand (default name in BEVs), infrastructure (massive supercharging grid), and product design.</p><p>On the margin front, as a thought exercise however, we are slightly concerned. Based on prior work we have done, and work we have seen float around the sell-side and third-party shops, teardown analyses of your average Model 3 indicate that cost of manufacturing is ~$35K-~$36K per unit (prior to input cost inflation). While Tesla is able to sell at a ripe markup right now because of (a.) tight supply, (b.) the built-in excuse (to the consumer) of inflation, and (c.) a massive order backlog, we question the long-term strategic direction. Assuming Tesla cannot materially reduce cost per unit of manufacturing, would they maintain margins and sacrifice volume and thus deliveries and revenue growth, or reduce margins to &#39;normalized&#39; levels to pick up growth volume. Our bet would be on the latter, considering how mission-driven Musk &amp; Co. are on accelerating broader market adoption at least over the long-term. Over the short-term, we think Musk&#39;s recent strategic direction would emphasize a more defensive strategy.</p><p>We think to fuel mass market EV adopt, long-term, Tesla needs to move down market. Additionally, we think gross margins might have to come in as inflation comes in and the supply-demand dynamic rebalances.</p><p><b>Valuation</b></p><p>In terms of valuation, we think the stock is difficult to price. In the environment we are in, where the macro picture is uncertain and rates are rising at all durations of the yield curve, multiples are compressing pretty materially. When we explore what a base case valuation for the stock is, you have to keep in mind the uncertainty profile on the business right now: we don&#39;t know what steady-state gross margins are, we don&#39;t know where optionality stands (autonomy+energy in particular), and there&#39;s a lot of value creation already priced in.</p><p>It&#39;s hard to give reasonable estimates for out-year numbers because there are a lot of moving parts to juggle. We&#39;ll use the year 2030 as a basic reference number. What does 2030 BEV adoption look like relative to the overall auto market? What use cases (semis, pickups, etc.) are yet to be covered. What is Tesla&#39;s market share within BEVs? Terminal CapEx requirements?</p><p>It&#39;s a lot, and hard to predict reasonably.</p><p>For our part, we think the environment is fundamentally too uncertain. We&#39;re going to use average consensus estimates and the high and low estimates on the street to give investors a general valuation framework for what we would consider the reasonable base case, bull case, and bear case.</p><p><b>Base Case:</b> Our base case look takes cons. &#39;22 earnings and puts a 45x multiple on them. Pretty simple, we think the multiple is relatively warranted assuming Tesla can continue to grow as viciously as they have been. If Tesla can hit a high 70s growth pace for full year, in-line with consensus, then you&#39;re looking at ~$545 on the share price assuming 45x.</p><p><b>Bear Case:</b> Our bear case look implies the bottom end of the sell-side earnings range for &#39;22, which implies closer to high 30s earnings growth for the full year. You put a multiple closer to 30x to reflect a higher medium-term risk profile, and you&#39;re looking at ~$279/share.</p><p><b>Bull Case:</b> Our bull case looks at the top end of &#39;22 sell-side earnings estimates, which implies earnings growth of ~113% y/y. We use a 75x multiple to reflect this more optimistic long-term view, and to reflect the optimism of a soft-landing scenario. That gets us to $1,085/share in the bull case.</p><p>These are some pretty loose scenarios, and these aren&#39;t driven by any proprietary model work. Right now, because of the supply chain dynamics and the backlog depletion dynamics, it seems nearly impossible to make accurate forecasts to fit the reality of the company right now. As a result, we are using our base, bear, and bull case multiples and price targets to reflect our <i>qualitative</i> sentiment on the state of the company and the risks it faces medium term.</p><p><b>Conclusion</b></p><p>In conclusion, while we have generally liked the business model, the product, and the technology, we are very cautious on the stock. We see a growth cliff emerging on the horizon, and would wait to buy shares until after growth decelerates. That, according to some checks, could be as soon as the next couple weeks when Tesla reports 2Q deliveries. Maybe it&#39;s later on as the company works through its massive order backlog. Nevertheless, we are cautious. Reiterating Sell, all targets reduced.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Sniffing The Growth Cliff, Reiterating Sell</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Sniffing The Growth Cliff, Reiterating Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520728-tesla-sniffing-growth-cliff-reiterating-sell?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A21><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe view TSLA's product, technology, and business model through a generally rosy and optimistic lens. We think they are the top dog in all three categories relative to traditional auto OEMs.We ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520728-tesla-sniffing-growth-cliff-reiterating-sell?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A21\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4520728-tesla-sniffing-growth-cliff-reiterating-sell?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A21","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165982577","content_text":"SummaryWe view TSLA's product, technology, and business model through a generally rosy and optimistic lens. We think they are the top dog in all three categories relative to traditional auto OEMs.We look at extended wait times on TSLA vehicles as a sign of high, continued demand for product, demand that could stretch into early next year.Our pessimism comes from the idea of a growth cliff. Supply constraints and high demand have caused a massive uplift in wait times. A consumer downturn would reign in growth materially.Massive ASP hikes will likely be enough to keep unit margins juiced for now, but underlying cost improvements need to accelerate when inflation returns to normal to keep margins steady. Until then, you could see TSLA's gross margins be materially higher than what would be considered steady-state.Reiterating Sell rating. PT reduced from $875 to $545. Bear Case PT of $279. Bull Case PT of $1,085. R/r skews downward, hence our continued Sell rating.Our Tesla Pitch - Tesla Needs A 'Soft Landing' (To Use Fed Speak) In Order to Sustain Growth Rates; If They Can't, The Stock Has Room to Negatively Re-rateWe've been in the bull camp or at least neutral on Tesla (NASDAQ:TSLA) since Q4 of 2018. That changed in January, as we called out market risk driving negative real returns in the stock.Data by YChartsThat was our call then. At the time the Fed was set to taper bond purchases at an accelerated rate, and rate hikes were likely on the horizon as inflation accelerated. We made the call in spite of our fundamental business optimism.The call now is different. We still love the business, it's hard not to. The problem is we think growth is going to run into a wall, at least over the medium-term. If our call in January was a macro-market call, this call is more of a macro-economic call.Consensus sell-side expectations are calling for EPS growth of ~79% and ~30% in '22 and '23. Expectations are calling for top-line growth of ~59% and ~33% in '22 and '23 from $85.64B to $114.39B.These are high expectations against a high base. Now, if Tesla can navigate the long lead times on product mix before the macro environment overly-devolves, maybe they can navigate a soft-landing and the stock can stay stable. This is the pervasive 'Musk' factor that has enabled Tesla to pull a rabbit out of the hat many-a-time.This factor is our reason for caution and pessimism, but not outright taking a short position, at least not right now.Core Thesis - As The Economy Slows, And Tesla Raises ASPs to Boost Margins & Offset Inflation, New Order-flow Could DecelerateThe heading of our thesis seems pretty self-explanatory, but it's worth delving into each component of this a little deeper. At this point in time, our base case is that the US economy is already in a recession or will enter one this year. Economic productivity and growth are likely to slow from here, not speed up. Growth in labor and input costs is net-constrictive on the economy. We think Tesla is recognizing both of these factors, leading to massive price hikes to cushion margins.They can do this for two reasons: (a.) a massive order backlog, and (b.) an incredibly strong brand. On the first note, Model Y LR lead times are six to nine months out. That is incredibly long and highlights one of two things: either (a.) Tesla is facing a massive surplus of demand, or (b.) supply is constrained. We think the real answer is both.The secular theme of BEV adoption is in full-swing, and Tesla has the technology, the design-appeal, and the brand to capitalize on the shift in demand trends. And while debatable, some see high maintenance and gasoline prices have likely accelerated the value prop transition towards EVs somewhat.Additionally, autos have been one of the primary verticals negatively impacted by disrupted supply chains. Component shortages, overseas shipping, factory closures etc. have disrupted Tesla and many other auto OEMs in getting new builds off production lines. We think with time, and with the ramp-up in Shanghai, Berlin, and Texas, Tesla's overall supply will increase, and this dynamic will fade a bit.Nonetheless, tight supply resulting from mostly existential factors is allowing Tesla to lift prices and thus bolster margins, a dynamic that we question the long-term validity of.We think that as interest rates rise and consumer spending weakens (or at least shifts), demand for big ticket items (like housing and autos) will slow materially. While Tesla can lean into their current order backlog to sustain deliveries, we question the ability of Tesla to refill this backlog over time if consumer-end trends are weakening. Simply put, where is the deliveries growth in $50K+ cars going to be when the consumer is backed against the wall?This begs a few questions, how long will weak consumer trends in medium to luxury autos last? Additionally, how long before Tesla depletes its order backlog? What is the rate that this backlog refills? Will Tesla resort to price cuts (hurting unit margins) to generate incremental demand? These are all questions, questions that are difficult to answer with any degree of certainty.When going long a name, and backing up a Buy rating, we need a degree of valuation support to reflect uncertainty.If the economy slows, we question Tesla's ability to hit the aforementioned consensus revenue and earnings growth estimates, and even against those estimates, we question the valuation support you have. Tesla's trading at ~6.5x cons. '23E sales, and ~45x cons. '23E earnings.We like the business, but are these multiples reflective of safety in the current environment? No. Too much uncertainty with too little valuation support gets us to where we are now.Musk Knows This, Hence The LayoffsAdditionally, we think that management is well aware of these problems. Musk's 'bad feeling' about the economy? The layoffs? A potential cost-cutting measure to support cash generation through a tougher time. Tesla isn't unique in laying off employees. If you've been tracking the news, Big Tech in general has been finding reasons to reduce headcount.We think fundamentally, management is planning ahead of the growth cliff by reducing headcount now, a move that we think will save money and agony over the medium term.Long-Term Story Intact, But We Question Terminal MarginsOver the long haul, the story is still pretty clear on Tesla. We continue to believe they have the best product, technology, infrastructure, and brand in the BEV market. A BEV market that is still very early in its adoption curve, and a market Tesla is very early in fully capturing across the use-case spectrum (trucks, semis, compacts, etc.)We think that as new order flow cools, and Tesla works through its existing backlog, investors will have to digest a period of materially slower revenue and deliveries growth. This is to be expected when you sell $50,000+ electric vehicles into a slower demand environment.Over the long-haul, we continue to applaud Tesla's technology lead (particularly in manufacturing and cell tech, as well as cell-to-pack integration), solid brand (default name in BEVs), infrastructure (massive supercharging grid), and product design.On the margin front, as a thought exercise however, we are slightly concerned. Based on prior work we have done, and work we have seen float around the sell-side and third-party shops, teardown analyses of your average Model 3 indicate that cost of manufacturing is ~$35K-~$36K per unit (prior to input cost inflation). While Tesla is able to sell at a ripe markup right now because of (a.) tight supply, (b.) the built-in excuse (to the consumer) of inflation, and (c.) a massive order backlog, we question the long-term strategic direction. Assuming Tesla cannot materially reduce cost per unit of manufacturing, would they maintain margins and sacrifice volume and thus deliveries and revenue growth, or reduce margins to 'normalized' levels to pick up growth volume. Our bet would be on the latter, considering how mission-driven Musk & Co. are on accelerating broader market adoption at least over the long-term. Over the short-term, we think Musk's recent strategic direction would emphasize a more defensive strategy.We think to fuel mass market EV adopt, long-term, Tesla needs to move down market. Additionally, we think gross margins might have to come in as inflation comes in and the supply-demand dynamic rebalances.ValuationIn terms of valuation, we think the stock is difficult to price. In the environment we are in, where the macro picture is uncertain and rates are rising at all durations of the yield curve, multiples are compressing pretty materially. When we explore what a base case valuation for the stock is, you have to keep in mind the uncertainty profile on the business right now: we don't know what steady-state gross margins are, we don't know where optionality stands (autonomy+energy in particular), and there's a lot of value creation already priced in.It's hard to give reasonable estimates for out-year numbers because there are a lot of moving parts to juggle. We'll use the year 2030 as a basic reference number. What does 2030 BEV adoption look like relative to the overall auto market? What use cases (semis, pickups, etc.) are yet to be covered. What is Tesla's market share within BEVs? Terminal CapEx requirements?It's a lot, and hard to predict reasonably.For our part, we think the environment is fundamentally too uncertain. We're going to use average consensus estimates and the high and low estimates on the street to give investors a general valuation framework for what we would consider the reasonable base case, bull case, and bear case.Base Case: Our base case look takes cons. '22 earnings and puts a 45x multiple on them. Pretty simple, we think the multiple is relatively warranted assuming Tesla can continue to grow as viciously as they have been. If Tesla can hit a high 70s growth pace for full year, in-line with consensus, then you're looking at ~$545 on the share price assuming 45x.Bear Case: Our bear case look implies the bottom end of the sell-side earnings range for '22, which implies closer to high 30s earnings growth for the full year. You put a multiple closer to 30x to reflect a higher medium-term risk profile, and you're looking at ~$279/share.Bull Case: Our bull case looks at the top end of '22 sell-side earnings estimates, which implies earnings growth of ~113% y/y. We use a 75x multiple to reflect this more optimistic long-term view, and to reflect the optimism of a soft-landing scenario. That gets us to $1,085/share in the bull case.These are some pretty loose scenarios, and these aren't driven by any proprietary model work. Right now, because of the supply chain dynamics and the backlog depletion dynamics, it seems nearly impossible to make accurate forecasts to fit the reality of the company right now. As a result, we are using our base, bear, and bull case multiples and price targets to reflect our qualitative sentiment on the state of the company and the risks it faces medium term.ConclusionIn conclusion, while we have generally liked the business model, the product, and the technology, we are very cautious on the stock. We see a growth cliff emerging on the horizon, and would wait to buy shares until after growth decelerates. That, according to some checks, could be as soon as the next couple weeks when Tesla reports 2Q deliveries. Maybe it's later on as the company works through its massive order backlog. Nevertheless, we are cautious. Reiterating Sell, all targets reduced.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071378423,"gmtCreate":1657497049562,"gmtModify":1676536013071,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LAC\">$Lithium Americas Corp.(LAC)$</a>k","listText":"<a href=\"https://ttm.financial/S/LAC\">$Lithium Americas Corp.(LAC)$</a>k","text":"$Lithium Americas Corp.(LAC)$k","images":[{"img":"https://community-static.tradeup.com/news/5b09afd1a55e8459d91302a5e298a3e0","width":"1080","height":"1846"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071378423","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9047117281,"gmtCreate":1656891519044,"gmtModify":1676535909053,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a>Good against high inflation?","listText":"<a href=\"https://ttm.financial/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a>Good against high inflation?","text":"$Johnson & Johnson(JNJ)$Good against high inflation?","images":[{"img":"https://community-static.tradeup.com/news/c898a697e9d90f71f3dfc9447c6efb98","width":"1080","height":"1846"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047117281","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9076264298,"gmtCreate":1657853014514,"gmtModify":1676536073115,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AKE.AU\">$Allkem Limited(AKE.AU)$</a>k","listText":"<a href=\"https://ttm.financial/S/AKE.AU\">$Allkem Limited(AKE.AU)$</a>k","text":"$Allkem Limited(AKE.AU)$k","images":[{"img":"https://community-static.tradeup.com/news/b833c969d2bcdc82804e2a6563db2396","width":"1080","height":"1846"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076264298","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9904774467,"gmtCreate":1660101569576,"gmtModify":1703477948290,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904774467","repostId":"2258257550","repostType":4,"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903153791,"gmtCreate":1658988283913,"gmtModify":1676536240445,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903153791","repostId":"2254387941","repostType":2,"repost":{"id":"2254387941","pubTimestamp":1658988127,"share":"https://ttm.financial/m/news/2254387941?lang=&edition=fundamental","pubTime":"2022-07-28 14:02","market":"us","language":"en","title":"5 Stocks Warren Buffett Has Piled Into as Inflation Skyrockets","url":"https://stock-news.laohu8.com/highlight/detail?id=2254387941","media":"Motley Fool","summary":"A historically high U.S. inflation rate of 9.1% hasn't stopped the Oracle of Omaha from putting his company's cash to work in five stocks.","content":"<html><head></head><body><p><b>Berkshire Hathaway</b> CEO Warren Buffett has a knack for making money. Since taking the reins in 1965, he&#39;s created more than $630 billion in value for shareholders (himself included), as well as delivered a return of 3,641,613% for his company&#39;s Class A shareholders (BRK.A), as of Dec. 31, 2021.</p><p>Having invested for longer than most Americans have been alive, the Oracle of Omaha has seen just about everything. He&#39;s lived through more than a dozen recessions, as well as 39 double-digit pullbacks in the benchmark <b>S&amp;P 500</b> since the beginning of 1950. There&#39;s not a thing Wall Street or the U.S. economy can throw Buffett&#39;s way that&#39;ll scare him or his investing team to the sidelines.</p><p><img src=\"https://static.tigerbbs.com/97eb5722276a5bb799ff28af37b31a3f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>A perfect case in point is the United States&#39; historically high inflation rate of 9.1%, as of June 2022. Despite the price for goods and services rising at the quickest pace in four decades, Warren Buffett has been aggressively putting his company&#39;s capital to work in a number of stocks. What follows are five stocks Buffett has piled into as inflation soars.</p><h2>Chevron &amp; Occidental Petroleum</h2><p>The first two stocks Warren Buffett has been buying hand over fist as inflation skyrockets are energy giants <b>Chevron</b> and <b>Occidental</b> <b>Petroleum</b>. I&#39;m discussing both companies together because their operating models are extremely similar, and Buffett&#39;s reasoning for piling into these companies is as well.</p><p>During the first quarter, Berkshire Hathaway added slightly more than 120.9 million shares of Chevron, making it the fifth-largest position in Buffett&#39;s portfolio, as of July 22. Meanwhile, the share-buying of Occidental Petroleum has been more methodical, with Berkshire Hathaway filing paperwork with the Securities and Exchange Commission (SEC) seemingly every couple of weeks to note a new purchase. Close to 50 million total shares of Occidental have been bought by Buffett&#39;s company since the end of the first quarter.</p><p>With inflation at a 40-year high, buying mammoth stakes in Chevron and Occidental Petroleum likely signals that Buffett and his investing team expect oil, natural gas, and natural gas liquid prices to remain elevated for an extended period of time. Both Chevron and Occidental generate their juiciest operating margins from their upstream drilling segments. In other words, these stocks are a way to take advantage of sustainably higher energy commodity prices.</p><p>Chevron and Occidental also happen to be integrated oil stocks. This means that, in addition to their prized upstream assets, they have midstream (e.g., transmission pipelines and/or storage) and downstream assets (refineries and/or chemical plants). If and when the price of energy commodities falls, downstream assets benefit from lower input costs and higher demand. Meanwhile, midstream assets often have fixed-fee or volume-based deals in place, which are generally immune to wild swings in commodity prices.</p><p>The one thing to note that is different about Chevron and Occidental is their respective balance sheets. Chevron has among the lowest debt-to-equity ratios in the oil industry, whereas Occidental was buried in debt following its acquisition of Anadarko in 2019.</p><p><img src=\"https://static.tigerbbs.com/44a30c4dfd6886a29e22d3c6558c3e56\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><h2>Citigroup &amp; Ally Financial</h2><p>The third and fourth stocks Warren Buffett has been piling into as inflation ascends to historic highs are bank stocks <b>Citigroup</b> and <b>Ally Financial</b>. Yet again I&#39;ve chosen to discuss two companies at once because the thesis behind Buffett&#39;s purchases should be nearly identical for both stocks.</p><p>During the first quarter, Berkshire Hathaway gobbled up more than 55.1 million shares of Citigroup, as well as nearly 9 million shares of Ally Financial. The Ally position is reasonably small (it was worth about $300 million as of this past weekend), with the Citigroup stake nearing $2.9 billion.</p><p>Under normal circumstances, buying bank stocks with fears of a recession looming wouldn&#39;t be an advisable strategy. That&#39;s because banks typically face a double whammy when a recession strikes. First, they contend with rising loan delinquencies as economic weakness weighs on consumers and businesses. Second, the Federal Reserve would often come to the rescue by lowering interest rates to encourage lending. Lower interest rates reduce the net interest income-earning potential of banks.</p><p>But this time really is different. With inflation soaring, the nation&#39;s central bank has no choice but to aggressively increase its federal funds target rate to get rising prices under control. Even though loan delinquencies could rise and Citigroup and Ally Financial could be inclined to set aside capital for loan losses, both banks should benefit from higher net-interest income as a result of the Fed&#39;s hawkish monetary policy shift.</p><p>Warren Buffett is also a big fan of playing a simple numbers game that favors the patient. You see, bank stocks like Citigroup and Ally Financial are cyclical. When the economy struggles, banks struggle. Conversely, when the U.S. and global economy are firing on all cylinders, banks are typically growing their loans and deposits.</p><p>The thing is, recessions only last for a couple of quarters, whereas periods of economic expansion can go on for years. Buying shares of Citigroup and Ally Financial is a smart way of taking advantage of this simple numbers game and benefiting from the natural expansion of the U.S. and global economy.</p><h2>Activision Blizzard</h2><p>The fifth stock Warren Buffett has piled into as inflation skyrockets is gaming company <b>Activision Blizzard</b>. Although Berkshire ended the first quarter with an 8.2% stake in Activision, the Oracle of Omaha noted during his company&#39;s annual shareholder meeting in late April that this position had grown to 9.5%. A 9.5% stake would mean Berkshire owns around 74 million shares.</p><p>The Activision Blizzard stake is nothing short of a head-scratcher -- until you dig a bit deeper. I say this because Buffett isn&#39;t known for investing in tech stocks -- especially tech stocks focused on gaming. Personally, I&#39;d be surprised if the Oracle of Omaha could name a single gaming franchise that drives Activision&#39;s top line.</p><p>So, &#34;Why Activision?&#34; The simple answer is the arbitrage opportunity. In mid-January, <b>Microsoft</b> announced an all-cash offer to acquire Activision for $95 per share. Microsoft already has a sizable gaming presence; however, it&#39;s likely angling to use Activision as its on-ramp to the metaverse.</p><p>What makes this deal so appealing to Buffett is how far below the all-cash offer price Activision has traded. As of this past weekend, shares of the gaming company were roughly 20% below Microsoft&#39;s buyout price. While there&#39;s some concern about whether international regulators will allow the deal to close, a completed buyout would result in a 20% gain from current levels. A 20% return in a year or less would put even historically high inflation in its place.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks Warren Buffett Has Piled Into as Inflation Skyrockets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks Warren Buffett Has Piled Into as Inflation Skyrockets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-28 14:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/27/5-stocks-warren-buffett-piled-into-inflation-soars/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway CEO Warren Buffett has a knack for making money. Since taking the reins in 1965, he's created more than $630 billion in value for shareholders (himself included), as well as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/27/5-stocks-warren-buffett-piled-into-inflation-soars/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","ATVI":"动视暴雪","ALLY":"Ally Financial Inc.","CVX":"雪佛龙","C":"花旗"},"source_url":"https://www.fool.com/investing/2022/07/27/5-stocks-warren-buffett-piled-into-inflation-soars/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254387941","content_text":"Berkshire Hathaway CEO Warren Buffett has a knack for making money. Since taking the reins in 1965, he's created more than $630 billion in value for shareholders (himself included), as well as delivered a return of 3,641,613% for his company's Class A shareholders (BRK.A), as of Dec. 31, 2021.Having invested for longer than most Americans have been alive, the Oracle of Omaha has seen just about everything. He's lived through more than a dozen recessions, as well as 39 double-digit pullbacks in the benchmark S&P 500 since the beginning of 1950. There's not a thing Wall Street or the U.S. economy can throw Buffett's way that'll scare him or his investing team to the sidelines.A perfect case in point is the United States' historically high inflation rate of 9.1%, as of June 2022. Despite the price for goods and services rising at the quickest pace in four decades, Warren Buffett has been aggressively putting his company's capital to work in a number of stocks. What follows are five stocks Buffett has piled into as inflation soars.Chevron & Occidental PetroleumThe first two stocks Warren Buffett has been buying hand over fist as inflation skyrockets are energy giants Chevron and Occidental Petroleum. I'm discussing both companies together because their operating models are extremely similar, and Buffett's reasoning for piling into these companies is as well.During the first quarter, Berkshire Hathaway added slightly more than 120.9 million shares of Chevron, making it the fifth-largest position in Buffett's portfolio, as of July 22. Meanwhile, the share-buying of Occidental Petroleum has been more methodical, with Berkshire Hathaway filing paperwork with the Securities and Exchange Commission (SEC) seemingly every couple of weeks to note a new purchase. Close to 50 million total shares of Occidental have been bought by Buffett's company since the end of the first quarter.With inflation at a 40-year high, buying mammoth stakes in Chevron and Occidental Petroleum likely signals that Buffett and his investing team expect oil, natural gas, and natural gas liquid prices to remain elevated for an extended period of time. Both Chevron and Occidental generate their juiciest operating margins from their upstream drilling segments. In other words, these stocks are a way to take advantage of sustainably higher energy commodity prices.Chevron and Occidental also happen to be integrated oil stocks. This means that, in addition to their prized upstream assets, they have midstream (e.g., transmission pipelines and/or storage) and downstream assets (refineries and/or chemical plants). If and when the price of energy commodities falls, downstream assets benefit from lower input costs and higher demand. Meanwhile, midstream assets often have fixed-fee or volume-based deals in place, which are generally immune to wild swings in commodity prices.The one thing to note that is different about Chevron and Occidental is their respective balance sheets. Chevron has among the lowest debt-to-equity ratios in the oil industry, whereas Occidental was buried in debt following its acquisition of Anadarko in 2019.Citigroup & Ally FinancialThe third and fourth stocks Warren Buffett has been piling into as inflation ascends to historic highs are bank stocks Citigroup and Ally Financial. Yet again I've chosen to discuss two companies at once because the thesis behind Buffett's purchases should be nearly identical for both stocks.During the first quarter, Berkshire Hathaway gobbled up more than 55.1 million shares of Citigroup, as well as nearly 9 million shares of Ally Financial. The Ally position is reasonably small (it was worth about $300 million as of this past weekend), with the Citigroup stake nearing $2.9 billion.Under normal circumstances, buying bank stocks with fears of a recession looming wouldn't be an advisable strategy. That's because banks typically face a double whammy when a recession strikes. First, they contend with rising loan delinquencies as economic weakness weighs on consumers and businesses. Second, the Federal Reserve would often come to the rescue by lowering interest rates to encourage lending. Lower interest rates reduce the net interest income-earning potential of banks.But this time really is different. With inflation soaring, the nation's central bank has no choice but to aggressively increase its federal funds target rate to get rising prices under control. Even though loan delinquencies could rise and Citigroup and Ally Financial could be inclined to set aside capital for loan losses, both banks should benefit from higher net-interest income as a result of the Fed's hawkish monetary policy shift.Warren Buffett is also a big fan of playing a simple numbers game that favors the patient. You see, bank stocks like Citigroup and Ally Financial are cyclical. When the economy struggles, banks struggle. Conversely, when the U.S. and global economy are firing on all cylinders, banks are typically growing their loans and deposits.The thing is, recessions only last for a couple of quarters, whereas periods of economic expansion can go on for years. Buying shares of Citigroup and Ally Financial is a smart way of taking advantage of this simple numbers game and benefiting from the natural expansion of the U.S. and global economy.Activision BlizzardThe fifth stock Warren Buffett has piled into as inflation skyrockets is gaming company Activision Blizzard. Although Berkshire ended the first quarter with an 8.2% stake in Activision, the Oracle of Omaha noted during his company's annual shareholder meeting in late April that this position had grown to 9.5%. A 9.5% stake would mean Berkshire owns around 74 million shares.The Activision Blizzard stake is nothing short of a head-scratcher -- until you dig a bit deeper. I say this because Buffett isn't known for investing in tech stocks -- especially tech stocks focused on gaming. Personally, I'd be surprised if the Oracle of Omaha could name a single gaming franchise that drives Activision's top line.So, \"Why Activision?\" The simple answer is the arbitrage opportunity. In mid-January, Microsoft announced an all-cash offer to acquire Activision for $95 per share. Microsoft already has a sizable gaming presence; however, it's likely angling to use Activision as its on-ramp to the metaverse.What makes this deal so appealing to Buffett is how far below the all-cash offer price Activision has traded. As of this past weekend, shares of the gaming company were roughly 20% below Microsoft's buyout price. While there's some concern about whether international regulators will allow the deal to close, a completed buyout would result in a 20% gain from current levels. A 20% return in a year or less would put even historically high inflation in its place.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075141024,"gmtCreate":1658182463268,"gmtModify":1676536115749,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075141024","repostId":"2252420073","repostType":4,"repost":{"id":"2252420073","pubTimestamp":1658130724,"share":"https://ttm.financial/m/news/2252420073?lang=&edition=fundamental","pubTime":"2022-07-18 15:52","market":"us","language":"en","title":"3 Undervalued Stocks to Buy in the Second Half of 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2252420073","media":"Motley Fool","summary":"The rough start to the year has created great buying opportunities for investors.","content":"<html><head></head><body><p>It was a rough first half of 2022 for the stock market. At the market close on June 30, the <b>S&amp;P 500</b> was down 21% and the <b>Nasdaq</b> was off 30%, leaving many investors&#39; portfolios drowning in red. The upside of this brutal start to the year is that it has brought many high-quality businesses down to bargain valuations, creating compelling opportunities for investors.</p><p>However, just because a stock is trading for a cheaper valuation doesn&#39;t mean it&#39;s necessarily a good buy. Investors should look beyond the share price and dig into the fundamentals of the business to determine what&#39;s a value play and what&#39;s a value trap. Here are three undervalued companies I think make great buys for the second half of 2022 and beyond.</p><h2><b>Amazon</b></h2><p>Mostly known for its dominant position in the e-commerce space, <b>Amazon.com</b> is in a position to have a stronger second half of 2022. When the company reported first-quarter earnings, the market reacted negatively to some of the headline numbers, further punishing the stock price. However, upon closer inspection, there is reason to believe the short-term headwinds facing the e-commerce side of the business are just a bump in the road.</p><p>The North America segment of Amazon&#39;s business had year-over-year growth of 8% in Q1, and the International segment posted a decline of 6%. Revenue from these two segments is comprised mostly of e-commerce sales, which were impacted by macroeconomic factors such as inflation and supply chain constraints.</p><p>However, Amazon Web Services (AWS) grew 37% and now represents 16% of Amazon&#39;s total revenue, up from 13% in the year-ago quarter. Cloud infrastructure is a market that&#39;s expected to grow at 16% per year until 2030, providing a massive growth opportunity for Amazon.</p><p>With a price-to-sales (P/S) ratio of 2.4, Amazon currently trades for the same valuation as it did in 2016, when AWS accounted for approximately 9% of overall revenue. At this price, Amazon is hard to ignore.</p><h2><b>Disney</b></h2><p>It&#39;s easy to understand the negative impact that the pandemic had on <b>Disney</b>&#39;s business. With its parks and experiences segment decimated by worldwide lockdowns, it&#39;s been a rough past few years for the House of Mouse.</p><p>One saving grace for Disney was the fortuitous timing of the launch of its Disney+ streaming service in November of 2019. The unexpectedly fast subscriber growth gave the business a much-needed lifeline as it was weathering the pandemic storm.</p><p>However, Disney is now emerging from this dark period, and has some bright skies ahead. In Q2 of 2022 (ended April 2), Disney posted year-over-year revenue growth of 23%. Most importantly, the segment that includes the theme parks, cruise lines, and other experiences saw revenue growth of over 100% in the quarter.</p><p>Not only are people returning to Disney properties, they&#39;re spending a lot more while they&#39;re there. The second quarter saw per-capita spending grow more than 40% over 2019. As we enter the summer travel season, there&#39;s reason to expect strong growth for the coming quarters.</p><p>With the exception of the pandemic-induced crash in early 2020, you&#39;d have to go all the way back to 2013 to find a time that Disney traded for a P/S multiple as low as today&#39;s 2.2. Even with the hardships the company has faced over the past few years, it&#39;s difficult to argue Disney isn&#39;t in a better place as a business than it was then.</p><h2><b>Starbucks</b></h2><p>When <b>Starbucks</b> reported its earnings for Q2 2022 (ended April 3), the results were good. Revenue was up 15%, comparable store sales increased 7% globally (and 12% in the U.S.), and Starbucks Rewards memberships grew 17% year-over-year. The results look even more impressive, considering its second-largest market, China, saw comparable store sales decrease 23% due to COVID-related lockdowns.</p><p>The company suspended guidance for the remainder of the year due to uncertainty around the COVID lockdowns in China, but management does expect there to be pressure on results for the next two quarters. On the bright side, despite a year-over-year decrease in comparable store sales, the international segment did see revenue grow 4% in Q2.</p><p>CEO Howard Schultz also suspended the company&#39;s stock buyback plan shortly after returning to the company as Interim CEO, his fourth stint in the corner office. Johnson made this move to reinvest in the business in order to provide long-term value for shareholders. This may be what is needed considering the challenges facing the company, and it&#39;s good for the business to have a seasoned CEO at the helm to navigate this tough time.</p><p>There are absolutely some near-term challenges for Starbucks, but it is still a dominant brand with global reach. Starbucks currently has a P/S multiple of 2.9, a valuation only seen three times over the past decade, and below its 10-year average of 3.9. Starbucks also pays a dividend, with a market beating yield of 2.5%. For investors with a long-term investing horizon, now is a great time to pick up shares.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Undervalued Stocks to Buy in the Second Half of 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Undervalued Stocks to Buy in the Second Half of 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 15:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/17/3-undervalued-stocks-to-buy-in-the-second-half-of/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It was a rough first half of 2022 for the stock market. At the market close on June 30, the S&P 500 was down 21% and the Nasdaq was off 30%, leaving many investors' portfolios drowning in red. The ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/17/3-undervalued-stocks-to-buy-in-the-second-half-of/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","SBUX":"星巴克","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/07/17/3-undervalued-stocks-to-buy-in-the-second-half-of/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252420073","content_text":"It was a rough first half of 2022 for the stock market. At the market close on June 30, the S&P 500 was down 21% and the Nasdaq was off 30%, leaving many investors' portfolios drowning in red. The upside of this brutal start to the year is that it has brought many high-quality businesses down to bargain valuations, creating compelling opportunities for investors.However, just because a stock is trading for a cheaper valuation doesn't mean it's necessarily a good buy. Investors should look beyond the share price and dig into the fundamentals of the business to determine what's a value play and what's a value trap. Here are three undervalued companies I think make great buys for the second half of 2022 and beyond.AmazonMostly known for its dominant position in the e-commerce space, Amazon.com is in a position to have a stronger second half of 2022. When the company reported first-quarter earnings, the market reacted negatively to some of the headline numbers, further punishing the stock price. However, upon closer inspection, there is reason to believe the short-term headwinds facing the e-commerce side of the business are just a bump in the road.The North America segment of Amazon's business had year-over-year growth of 8% in Q1, and the International segment posted a decline of 6%. Revenue from these two segments is comprised mostly of e-commerce sales, which were impacted by macroeconomic factors such as inflation and supply chain constraints.However, Amazon Web Services (AWS) grew 37% and now represents 16% of Amazon's total revenue, up from 13% in the year-ago quarter. Cloud infrastructure is a market that's expected to grow at 16% per year until 2030, providing a massive growth opportunity for Amazon.With a price-to-sales (P/S) ratio of 2.4, Amazon currently trades for the same valuation as it did in 2016, when AWS accounted for approximately 9% of overall revenue. At this price, Amazon is hard to ignore.DisneyIt's easy to understand the negative impact that the pandemic had on Disney's business. With its parks and experiences segment decimated by worldwide lockdowns, it's been a rough past few years for the House of Mouse.One saving grace for Disney was the fortuitous timing of the launch of its Disney+ streaming service in November of 2019. The unexpectedly fast subscriber growth gave the business a much-needed lifeline as it was weathering the pandemic storm.However, Disney is now emerging from this dark period, and has some bright skies ahead. In Q2 of 2022 (ended April 2), Disney posted year-over-year revenue growth of 23%. Most importantly, the segment that includes the theme parks, cruise lines, and other experiences saw revenue growth of over 100% in the quarter.Not only are people returning to Disney properties, they're spending a lot more while they're there. The second quarter saw per-capita spending grow more than 40% over 2019. As we enter the summer travel season, there's reason to expect strong growth for the coming quarters.With the exception of the pandemic-induced crash in early 2020, you'd have to go all the way back to 2013 to find a time that Disney traded for a P/S multiple as low as today's 2.2. Even with the hardships the company has faced over the past few years, it's difficult to argue Disney isn't in a better place as a business than it was then.StarbucksWhen Starbucks reported its earnings for Q2 2022 (ended April 3), the results were good. Revenue was up 15%, comparable store sales increased 7% globally (and 12% in the U.S.), and Starbucks Rewards memberships grew 17% year-over-year. The results look even more impressive, considering its second-largest market, China, saw comparable store sales decrease 23% due to COVID-related lockdowns.The company suspended guidance for the remainder of the year due to uncertainty around the COVID lockdowns in China, but management does expect there to be pressure on results for the next two quarters. On the bright side, despite a year-over-year decrease in comparable store sales, the international segment did see revenue grow 4% in Q2.CEO Howard Schultz also suspended the company's stock buyback plan shortly after returning to the company as Interim CEO, his fourth stint in the corner office. Johnson made this move to reinvest in the business in order to provide long-term value for shareholders. This may be what is needed considering the challenges facing the company, and it's good for the business to have a seasoned CEO at the helm to navigate this tough time.There are absolutely some near-term challenges for Starbucks, but it is still a dominant brand with global reach. Starbucks currently has a P/S multiple of 2.9, a valuation only seen three times over the past decade, and below its 10-year average of 3.9. Starbucks also pays a dividend, with a market beating yield of 2.5%. For investors with a long-term investing horizon, now is a great time to pick up shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078795675,"gmtCreate":1657753097797,"gmtModify":1676536054419,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078795675","repostId":"1158390926","repostType":4,"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075804782,"gmtCreate":1658184468246,"gmtModify":1676536116346,"author":{"id":"4113050735351452","authorId":"4113050735351452","authorIdStr":"4113050735351452","name":"Peerless96","avatar":"https://community-static.tradeup.com/news/f24ffa414c1277e03b0f52e43bc1b1f3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113050735351452"},"themes":[],"htmlText":"<a 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