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Inc.(AFRM)$</a>&nbsp;","text":"$Affirm Holdings, Inc.(AFRM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311555415802120","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275990839427264,"gmtCreate":1708419424508,"gmtModify":1708419426923,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a>&nbsp;","text":"$Seatrium(S51.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275990839427264","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273160762146928,"gmtCreate":1707727420771,"gmtModify":1707727426947,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273160762146928","repostId":"2410980308","repostType":2,"repost":{"id":"2410980308","pubTimestamp":1707726600,"share":"https://ttm.financial/m/news/2410980308?lang=&edition=fundamental","pubTime":"2024-02-12 16:30","market":"us","language":"en","title":"AMD: Progress Over Perfection","url":"https://stock-news.laohu8.com/highlight/detail?id=2410980308","media":"Seeking Alpha","summary":"AMD guided to disappointing Q1'24 numbers when reporting earnings a few weeks back due to weak sales in Gaming and Embedded segments.The chip company continues to provide conservative guidance for AI ","content":"<html><head></head><body><ul style=\"\"><li><p>AMD guided to disappointing Q1&#39;24 numbers when reporting earnings a few weeks back due to weak sales in Gaming and Embedded segments.</p></li><li><p>The chip company continues to provide conservative guidance for AI GPU chip sales with substantial upside potential to the $3.5+ billion estimate.</p></li><li><p>The stock only trades at 26x the updated &#39;25 EPS target with more upside potential to estimates.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abb1976c14135d979a92cb31805a7f5d\" alt=\"SOPA Images/LightRocket via Getty Images\" title=\"SOPA Images/LightRocket via Getty Images\" tg-width=\"594\" tg-height=\"395\"/><span>SOPA Images/LightRocket via Getty Images</span></p><p>The chip sector has had a phenomenal last couple of months, with <strong>Advanced Micro Devices</strong> (NASDAQ:AMD) being no exception. The chip stock has seen the rally stall recently while the market digests disappointing guidance for Q1&#39;24. My investment thesis remains ultra Bullish on AMD, with the AI chip boom still not fully reflected in the consensus estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a8a2f2a4fea3f379ced24da0dc9b080\" alt=\"Source: Finviz\" title=\"Source: Finviz\" tg-width=\"996\" tg-height=\"442\"/><span>Source: Finviz</span></p><h3 id=\"id_1377666535\">Focus On Progress</h3><p>AMD reported Q4&#39;23 results about 2 weeks ago now and the stock has traded flat while <strong>Nvidia</strong> (NVDA) has soared to new highs above $700. In fact, Nvidia is up ~$100 since the disappointing numbers from AMD, adding $250 billion in market cap during the period while AMD only has a market cap of $279 billion.</p><p>The company reported solid Q4 numbers with a slight revenue beat of $60 million on $6.2 billion in revenues. The bad part is that AMD guided to Q1 revenues of only $5.4 billion, versus consensus estimates up at $5.57 billion.</p><p>The results were difficult to dissect due to the typical seasonal weakness, highlighted by chip giant <strong>Intel</strong> (INTC) guiding to very weak Q1 numbers. The problem is connecting the dots between the forecasts for MI300 AI chip sales to the rather weak Q1 guidance for AMD.</p><p>AMD has a long list of MI300 customers with <strong>Microsoft</strong> (MSFT), <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong> (META) and <strong>Oracle</strong> (ORCL) listed as volume customers. Even <strong>Google</strong> (GOOG) was speculated as a customer and OpenAI has been listed as a MI300X customer alongside partner Microsoft.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72f551e1183a8aeddf21f65376453bc\" alt=\"Source: AMD Q4&#39;23 presentation\" title=\"Source: AMD Q4&#39;23 presentation\" tg-width=\"640\" tg-height=\"359\"/><span>Source: AMD Q4&#39;23 presentation</span></p><p>The consensus view appears AMD will ship at least 400K AI chips, with a target of up to 600K chips. The rumored unit price is in the $15,000 range suggesting annual AI GPU sales in the range of $6 to $9 billion based on the shipment level in 2024.</p><p>On the Q4&#39;23 earnings call, CEO Lisa Su updated the AI GPU chip guidance for 2024 as follows:</p><blockquote><p>Looking ahead, our prior guidance was for Data Center GPU revenue to be flattish from Q4 to Q1 and exceed $2 billion for 2024. Based on the strong customer pool and expanded engagements, we now expect Data Center GPU revenue to grow sequentially in the first quarter and <strong>exceed $3.5 billion in 2024</strong>. We have also made significant progress with our supply chain partners and have secured additional capacity to support upside demand.</p></blockquote><p>The CEO went further to discuss this revenue guidance for 2024 as the firm commitments for Data Center GPU chips with additional capacity to supply far more chips. The big remaining question is how quickly AMD ramps up GPU sales, considering Q4&#39;23 sales were over $400 million and a sequential increase in Q1 doesn&#39;t leave much growth throughout the year.</p><p>As an example, if AMD reached $600 million in Q1&#39;24 Data Center GPU sales, the company will have already reached $2.4 billion in annualized sales. The company would only need to add $200 million in additional AI GPU sales each additional quarter to reach the $3.5 billion target. Nvidia added $4.6 billion in additional sales in the last quarter an a combined $11.0 billion in the last 2 quarters, so a few hundred million by AMD would be highly disappointing.</p><p>Our previous research highlighted how 2024 revenues were targeted at $26.5 billion, and analyst consensus estimates have now cut numbers down to only $25.8 billion. AMD has actually maintained a premium valuation despite revenue target cuts.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca302f0a27dbd4ea06c0e4e327e8694f\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"123\"/><span>Source: Seeking Alpha</span></p><p>Now, analysts are forecasting 2025 revenues jump to $32.5 billion, up from the $30.7 billion target from approximately 3 months ago. The numbers just appear far too conservative.</p><p>A lot of analysts have the same view as Citi, forecasting AMD generates in the $4 to $5 billion range in AI GPU chip sales in 2024. The more logical prediction comes from UBS with a 2024 forecast for AI GPU chip sales of $5 billion as baseline with an exit rate of $10 billion in annualized sales with the potential for substantial upside.</p><p>The reality is that current estimates are only forecasting 2024 revenues grow by $3.1 billion. Though AMD did produce a small amount of GPU revenues during Q4, the consensus prediction for this year doesn&#39;t even appear to factor in the real AI chip growth rates.</p><p>AMD faced a tough market during 2023 with all other segments struggling outside of the Data Center. Both the Embedded and Gaming segments peaked around Q1&#39;23 and saw substantial sales declines at the end of the year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db2d370641ed78e846a7a86ea08e1d01\" alt=\"Source: The Next Platform\" title=\"Source: The Next Platform\" tg-width=\"640\" tg-height=\"344\"/><span>Source: The Next Platform</span></p><p>A big part of the story is whether the Client revenues can recapture the $1.7+ billion levels from 2021 due to AI PC demand. AMD continues to take market share from Intel in the PC sector, but the chip company only ended the last quarter with 18.4% of the PC market with Intel still controlling 71.8%.</p><p>PC demand has been weak since the Covid pull forward period, but the market could open up again in 2024 with AI edge demand with technology placed inside devices in order to personalize the AI experience and reduce reliance on servers. AMD has focused on the Data Center market with server CPUs and now AI GPUs, but the company remains poised to capture more market share in existing segments.</p><p>Depending on how one calculates the unit share versus the revenue share, AMD only controls a minor portion of the CPU market for both Servers and Client. Toms&#39;s Hardware calculates the Server revenue share at 31.1% of the market now as AMD takes more of the premium chip sales, but the company only has a minimal 15.4% of the Clients market based on revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bfe74a15d61260234dca9abd85585a4\" alt=\"Source: Mercury Research\" title=\"Source: Mercury Research\" tg-width=\"640\" tg-height=\"188\"/><span>Source: Mercury Research</span></p><p>Even the Embedded segment should eventually see a big sales boost. On the Q4&#39;23 earnings call, the company discussed a big boost in design wins as follows:</p><blockquote><p>Longer term, we&#39;re very confident in the growth trajectory of our Embedded business as our expanded product portfolio drove more than $10 billion of design wins in 2023, an increase of <strong>more than 25%</strong> compared to 2022.</p></blockquote><p>While all of the focus is on the AI chips and the competition with Nvidia, Intel is still forecast to produce $57 billion worth of revenues in 2024. AMD definitely has sights on the surging Nvidia GPU revenues, but Intel has a large revenue base still to disrupt.</p><h4 id=\"id_2645181954\">Big 2025 Ahead</h4><p>The big question is when exactly the MI300 revenues really launch higher in 2024. Nvidia has already reported an ~$11 billion quarterly increase in GPU sales amounting to the company heading towards a $50 billion boost.</p><p>The 2024 numbers for AMD currently aren&#39;t impressive, and the market is very clear that sales will ramp up over the next year. With just a slight bump to 2025 targets, AMD would generate the following financial model as follows:</p><ul style=\"\"><li><p>2025 Revenue = $35.0B</p></li><li><p>Gross Profits @ 58% = $20.3B (peaked at 54% in Q2&#39;22)</p></li><li><p>OpEx @ 23% = $8.05B (24% of revenues in Q2&#39;22)</p></li><li><p>Operating Income = $12.25B</p></li><li><p>Taxes @ 13% = $1.59B</p></li><li><p>EPS = $10.66B/1.63B shares = $6.54.</p></li></ul><p>The key to the $35.0 billion revenue target for 2025 is that growth is only $12.3 billion over the $22.7 billion reported in 2023. AMD isn&#39;t coming anywhere close to the growth from Nvidia to produce this revenue level, and our estimates are only up $3 billion from the prior estimate of $32 billion.</p><p>The EPS target comes out to $6.54 while UBS has forecast an $8 EPS potential starting in the 2H&#39;25. AMD only trades at 26x the above updated 2025 EPS target. Based on the UBS target for an $8 EPS, AMD only trades at 21.5x earnings while Nvidia now trades at 35x the FY25 EPS targets, requiring 68% growth in the current fiscal year.</p><h2 id=\"id_3143876840\">Takeaway</h2><p>The key investor takeaway is that AMD is far too cheap still. The current base business is deflated due to weak sales in PCs and Embedded categories, with potential for growth ahead as 2024 progresses. Even with the ongoing weakness in these legacy segments, AMD should see a huge boost in Data Center GPU sales, and the consensus analyst estimates for the next couple of years are far too low.</p><p>Investors should continue a Bullish view on AMD, even after the stock trades at all-time higher above $170. The Q1 guidance was disappointing, but the chip company is making huge progress towards substantial growth in the years ahead.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: Progress Over Perfection</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD: Progress Over Perfection\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-12 16:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4669351-amd-progress-over-perfection><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD guided to disappointing Q1'24 numbers when reporting earnings a few weeks back due to weak sales in Gaming and Embedded segments.The chip company continues to provide conservative guidance for AI ...</p>\n\n<a href=\"https://seekingalpha.com/article/4669351-amd-progress-over-perfection\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","AMD":"美国超微公司","BK4551":"寇图资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4529":"IDC概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4528":"SaaS概念","BK4516":"特朗普概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4515":"5G概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4567":"ESG概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4585":"ETF&股票定投概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4566":"资本集团","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","BK4550":"红杉资本持仓","BK4587":"ChatGPT概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2065732104.USD":"ALLSPRING (LUX) WF GLOBAL SMALL CAP EQUITY \"I\" (USD) ACC","BK4077":"互动媒体与服务","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD"},"source_url":"https://seekingalpha.com/article/4669351-amd-progress-over-perfection","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2410980308","content_text":"AMD guided to disappointing Q1'24 numbers when reporting earnings a few weeks back due to weak sales in Gaming and Embedded segments.The chip company continues to provide conservative guidance for AI GPU chip sales with substantial upside potential to the $3.5+ billion estimate.The stock only trades at 26x the updated '25 EPS target with more upside potential to estimates.SOPA Images/LightRocket via Getty ImagesThe chip sector has had a phenomenal last couple of months, with Advanced Micro Devices (NASDAQ:AMD) being no exception. The chip stock has seen the rally stall recently while the market digests disappointing guidance for Q1'24. My investment thesis remains ultra Bullish on AMD, with the AI chip boom still not fully reflected in the consensus estimates.Source: FinvizFocus On ProgressAMD reported Q4'23 results about 2 weeks ago now and the stock has traded flat while Nvidia (NVDA) has soared to new highs above $700. In fact, Nvidia is up ~$100 since the disappointing numbers from AMD, adding $250 billion in market cap during the period while AMD only has a market cap of $279 billion.The company reported solid Q4 numbers with a slight revenue beat of $60 million on $6.2 billion in revenues. The bad part is that AMD guided to Q1 revenues of only $5.4 billion, versus consensus estimates up at $5.57 billion.The results were difficult to dissect due to the typical seasonal weakness, highlighted by chip giant Intel (INTC) guiding to very weak Q1 numbers. The problem is connecting the dots between the forecasts for MI300 AI chip sales to the rather weak Q1 guidance for AMD.AMD has a long list of MI300 customers with Microsoft (MSFT), Meta Platforms (META) and Oracle (ORCL) listed as volume customers. Even Google (GOOG) was speculated as a customer and OpenAI has been listed as a MI300X customer alongside partner Microsoft.Source: AMD Q4'23 presentationThe consensus view appears AMD will ship at least 400K AI chips, with a target of up to 600K chips. The rumored unit price is in the $15,000 range suggesting annual AI GPU sales in the range of $6 to $9 billion based on the shipment level in 2024.On the Q4'23 earnings call, CEO Lisa Su updated the AI GPU chip guidance for 2024 as follows:Looking ahead, our prior guidance was for Data Center GPU revenue to be flattish from Q4 to Q1 and exceed $2 billion for 2024. Based on the strong customer pool and expanded engagements, we now expect Data Center GPU revenue to grow sequentially in the first quarter and exceed $3.5 billion in 2024. We have also made significant progress with our supply chain partners and have secured additional capacity to support upside demand.The CEO went further to discuss this revenue guidance for 2024 as the firm commitments for Data Center GPU chips with additional capacity to supply far more chips. The big remaining question is how quickly AMD ramps up GPU sales, considering Q4'23 sales were over $400 million and a sequential increase in Q1 doesn't leave much growth throughout the year.As an example, if AMD reached $600 million in Q1'24 Data Center GPU sales, the company will have already reached $2.4 billion in annualized sales. The company would only need to add $200 million in additional AI GPU sales each additional quarter to reach the $3.5 billion target. Nvidia added $4.6 billion in additional sales in the last quarter an a combined $11.0 billion in the last 2 quarters, so a few hundred million by AMD would be highly disappointing.Our previous research highlighted how 2024 revenues were targeted at $26.5 billion, and analyst consensus estimates have now cut numbers down to only $25.8 billion. AMD has actually maintained a premium valuation despite revenue target cuts.Source: Seeking AlphaNow, analysts are forecasting 2025 revenues jump to $32.5 billion, up from the $30.7 billion target from approximately 3 months ago. The numbers just appear far too conservative.A lot of analysts have the same view as Citi, forecasting AMD generates in the $4 to $5 billion range in AI GPU chip sales in 2024. The more logical prediction comes from UBS with a 2024 forecast for AI GPU chip sales of $5 billion as baseline with an exit rate of $10 billion in annualized sales with the potential for substantial upside.The reality is that current estimates are only forecasting 2024 revenues grow by $3.1 billion. Though AMD did produce a small amount of GPU revenues during Q4, the consensus prediction for this year doesn't even appear to factor in the real AI chip growth rates.AMD faced a tough market during 2023 with all other segments struggling outside of the Data Center. Both the Embedded and Gaming segments peaked around Q1'23 and saw substantial sales declines at the end of the year.Source: The Next PlatformA big part of the story is whether the Client revenues can recapture the $1.7+ billion levels from 2021 due to AI PC demand. AMD continues to take market share from Intel in the PC sector, but the chip company only ended the last quarter with 18.4% of the PC market with Intel still controlling 71.8%.PC demand has been weak since the Covid pull forward period, but the market could open up again in 2024 with AI edge demand with technology placed inside devices in order to personalize the AI experience and reduce reliance on servers. AMD has focused on the Data Center market with server CPUs and now AI GPUs, but the company remains poised to capture more market share in existing segments.Depending on how one calculates the unit share versus the revenue share, AMD only controls a minor portion of the CPU market for both Servers and Client. Toms's Hardware calculates the Server revenue share at 31.1% of the market now as AMD takes more of the premium chip sales, but the company only has a minimal 15.4% of the Clients market based on revenue.Source: Mercury ResearchEven the Embedded segment should eventually see a big sales boost. On the Q4'23 earnings call, the company discussed a big boost in design wins as follows:Longer term, we're very confident in the growth trajectory of our Embedded business as our expanded product portfolio drove more than $10 billion of design wins in 2023, an increase of more than 25% compared to 2022.While all of the focus is on the AI chips and the competition with Nvidia, Intel is still forecast to produce $57 billion worth of revenues in 2024. AMD definitely has sights on the surging Nvidia GPU revenues, but Intel has a large revenue base still to disrupt.Big 2025 AheadThe big question is when exactly the MI300 revenues really launch higher in 2024. Nvidia has already reported an ~$11 billion quarterly increase in GPU sales amounting to the company heading towards a $50 billion boost.The 2024 numbers for AMD currently aren't impressive, and the market is very clear that sales will ramp up over the next year. With just a slight bump to 2025 targets, AMD would generate the following financial model as follows:2025 Revenue = $35.0BGross Profits @ 58% = $20.3B (peaked at 54% in Q2'22)OpEx @ 23% = $8.05B (24% of revenues in Q2'22)Operating Income = $12.25BTaxes @ 13% = $1.59BEPS = $10.66B/1.63B shares = $6.54.The key to the $35.0 billion revenue target for 2025 is that growth is only $12.3 billion over the $22.7 billion reported in 2023. AMD isn't coming anywhere close to the growth from Nvidia to produce this revenue level, and our estimates are only up $3 billion from the prior estimate of $32 billion.The EPS target comes out to $6.54 while UBS has forecast an $8 EPS potential starting in the 2H'25. AMD only trades at 26x the above updated 2025 EPS target. Based on the UBS target for an $8 EPS, AMD only trades at 21.5x earnings while Nvidia now trades at 35x the FY25 EPS targets, requiring 68% growth in the current fiscal year.TakeawayThe key investor takeaway is that AMD is far too cheap still. The current base business is deflated due to weak sales in PCs and Embedded categories, with potential for growth ahead as 2024 progresses. Even with the ongoing weakness in these legacy segments, AMD should see a huge boost in Data Center GPU sales, and the consensus analyst estimates for the next couple of years are far too low.Investors should continue a Bullish view on AMD, even after the stock trades at all-time higher above $170. The Q1 guidance was disappointing, but the chip company is making huge progress towards substantial growth in the years ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271313034772640,"gmtCreate":1707276326358,"gmtModify":1707276328857,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$&nbsp;</a>&nbsp;","text":"$NIO Inc.(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271313034772640","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270678110028040,"gmtCreate":1707121317513,"gmtModify":1707121321904,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270678110028040","repostId":"1145872715","repostType":2,"repost":{"id":"1145872715","pubTimestamp":1707114392,"share":"https://ttm.financial/m/news/1145872715?lang=&edition=fundamental","pubTime":"2024-02-05 14:26","market":"us","language":"en","title":"Nio May Launch New Variants With Shorter Ranges for Existing Models, Regulatory Filing Shows","url":"https://stock-news.laohu8.com/highlight/detail?id=1145872715","media":"CnEVPost","summary":"Nio's eight models are included in a regulatory catalog that all add significantly shorter range options.Nio (NYSE: NIO) may offer new variants with shorter ranges for existing models in next month's ","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\">Nio&#39;s eight models are included in a regulatory catalog that all add significantly shorter range options.</p></blockquote><p>Nio (NYSE: NIO) may offer new variants with shorter ranges for existing models in next month&#39;s facelift, potentially lowering the barrier to purchase for consumers in an effort to expand sales.</p><p style=\"text-align: left;\">China&#39;s Ministry of Industry and Information Technology (MIIT) today announced a new batch of NEVs (NEVs) that are eligible for vehicle purchase tax reductions, and Nio&#39;s eight on-sale models -- the ES8, ES7, ES6, EC7, EC6, ET7, ET5, and ET5 Touring -- were included.</p><p>The available battery packs for these models in the new catalog have the same capacities as before -- 70-kWh, 75-kWh, 100-kWh, and 150-kWh -- but new options with significantly lower ranges than the previous lowest numbers have been added.</p><p>In Nio&#39;s models, the 70-kWh and 75-kWh are the standard range battery packs, with the 70-kWh being the earliest available Li-ion ternary battery and the 75-kWh being the hybrid pack that the company launched in September 2021 using both Li-ion ternary battery cells and lithium iron phosphate (LFP) cells.</p><p style=\"text-align: left;\">The 100-kWh pack is the long-range battery pack that Nio currently offers, and the 150-kWh is a semi-solid-state battery that is not yet available in its battery swap system.</p><p style=\"text-align: left;\">The company filed for the use of 150-kWh batteries for existing models last year and conducted a range challenge test in December.</p><p style=\"text-align: left;\">For the ET5, the 75-kWh pack provides a CLTC range of 560 kilometers and the 100-kWh is 710 kilometers.</p><p style=\"text-align: left;\">In the latest catalog published by MIIT today, the ET5 has a minimum range of 500 km, which is 11 percent less than the previous minimum CLTC range of the sedan. The model also adds a 640-km range option and 1,055-km CLTC range powered by the 150-kWh battery pack.</p><p style=\"text-align: left;\">All other models see similar changes, with the ET5 Touring&#39;s minimum range going from 530 km to 475 km, the ES6 going from 490 km to 450 km, the EC6 going from 495 km to 450 km, the ET7 going from 530 km to 470 km, the ES7 going from 485 km to 440 km, the EC7 going from 490 km to 445 kilometers, and the ES8 from 465 kilometers to 430 kilometers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25ca349969ad584b28f52e7ee242643a\" tg-width=\"1168\" tg-height=\"739\"/></p><p>Nio announced on January 17 that it will start deliveries of 2024 models in March, but did not provide any details. Previous reports in the local media said that the 2024 Nio models will have the cockpit chip upgraded from the Qualcomm Snapdragon 8155 to the Snapdragon 8295 chip.</p><p>If the power performance is upgraded, it will result in the vehicle having a shorter CLTC range with the same battery pack, but that doesn&#39;t seem to be necessary for the Nio as it already has dual motors with strong performance in all its current models.</p><p>One explanation for the shortening of the minimum CLTC range for all models in the catalog is that Nio may lock in a portion of the range from the standard 70/75-kWh range battery packs, thus lowering the range and price.</p><p>In the Chinese EV market, price cuts usually trigger dissatisfaction among existing customers. But if Nio offers a lower barrier to purchase by making the battery packs&#39; available capacity lower, it may not spark a significant backfire.</p><p>Notably, late last month, some bloggers on Chinese social media platform Weibo said that Nio will likely offer battery packs with a 50-kWh capacity, derived from the standard range battery packs that lock in some power.</p><p>China&#39;s EV market entered 2024 with a new price war, with several brands including Tesla (NASDAQ: TSLA), Xpeng (NYSE: XPEV), Li Auto (NASDAQ: LI) and IM Motors announcing price cuts.</p><p style=\"text-align: left;\">Nio delivered 10,055 vehicles in January, up 18.21 percent from 8,506 a year ago, but down 44.18 percent from 18,012 in December, according to data it announced on February 1.<br/></p><p><br/></p></body></html>","source":"cnevpost_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio May Launch New Variants With Shorter Ranges for Existing Models, Regulatory Filing Shows</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio May Launch New Variants With Shorter Ranges for Existing Models, Regulatory Filing Shows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-05 14:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2024/02/04/nio-may-launch-new-variants-shorter-ranges/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio's eight models are included in a regulatory catalog that all add significantly shorter range options.Nio (NYSE: NIO) may offer new variants with shorter ranges for existing models in next month's ...</p>\n\n<a href=\"https://cnevpost.com/2024/02/04/nio-may-launch-new-variants-shorter-ranges/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://cnevpost.com/2024/02/04/nio-may-launch-new-variants-shorter-ranges/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145872715","content_text":"Nio's eight models are included in a regulatory catalog that all add significantly shorter range options.Nio (NYSE: NIO) may offer new variants with shorter ranges for existing models in next month's facelift, potentially lowering the barrier to purchase for consumers in an effort to expand sales.China's Ministry of Industry and Information Technology (MIIT) today announced a new batch of NEVs (NEVs) that are eligible for vehicle purchase tax reductions, and Nio's eight on-sale models -- the ES8, ES7, ES6, EC7, EC6, ET7, ET5, and ET5 Touring -- were included.The available battery packs for these models in the new catalog have the same capacities as before -- 70-kWh, 75-kWh, 100-kWh, and 150-kWh -- but new options with significantly lower ranges than the previous lowest numbers have been added.In Nio's models, the 70-kWh and 75-kWh are the standard range battery packs, with the 70-kWh being the earliest available Li-ion ternary battery and the 75-kWh being the hybrid pack that the company launched in September 2021 using both Li-ion ternary battery cells and lithium iron phosphate (LFP) cells.The 100-kWh pack is the long-range battery pack that Nio currently offers, and the 150-kWh is a semi-solid-state battery that is not yet available in its battery swap system.The company filed for the use of 150-kWh batteries for existing models last year and conducted a range challenge test in December.For the ET5, the 75-kWh pack provides a CLTC range of 560 kilometers and the 100-kWh is 710 kilometers.In the latest catalog published by MIIT today, the ET5 has a minimum range of 500 km, which is 11 percent less than the previous minimum CLTC range of the sedan. The model also adds a 640-km range option and 1,055-km CLTC range powered by the 150-kWh battery pack.All other models see similar changes, with the ET5 Touring's minimum range going from 530 km to 475 km, the ES6 going from 490 km to 450 km, the EC6 going from 495 km to 450 km, the ET7 going from 530 km to 470 km, the ES7 going from 485 km to 440 km, the EC7 going from 490 km to 445 kilometers, and the ES8 from 465 kilometers to 430 kilometers.Nio announced on January 17 that it will start deliveries of 2024 models in March, but did not provide any details. Previous reports in the local media said that the 2024 Nio models will have the cockpit chip upgraded from the Qualcomm Snapdragon 8155 to the Snapdragon 8295 chip.If the power performance is upgraded, it will result in the vehicle having a shorter CLTC range with the same battery pack, but that doesn't seem to be necessary for the Nio as it already has dual motors with strong performance in all its current models.One explanation for the shortening of the minimum CLTC range for all models in the catalog is that Nio may lock in a portion of the range from the standard 70/75-kWh range battery packs, thus lowering the range and price.In the Chinese EV market, price cuts usually trigger dissatisfaction among existing customers. But if Nio offers a lower barrier to purchase by making the battery packs' available capacity lower, it may not spark a significant backfire.Notably, late last month, some bloggers on Chinese social media platform Weibo said that Nio will likely offer battery packs with a 50-kWh capacity, derived from the standard range battery packs that lock in some power.China's EV market entered 2024 with a new price war, with several brands including Tesla (NASDAQ: TSLA), Xpeng (NYSE: XPEV), Li Auto (NASDAQ: LI) and IM Motors announcing price cuts.Nio delivered 10,055 vehicles in January, up 18.21 percent from 8,506 a year ago, but down 44.18 percent from 18,012 in December, according to data it announced on February 1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250689778589832,"gmtCreate":1702222680938,"gmtModify":1702260076606,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"U hv mentioned about Pfizer &amp; Moderna. What about Biontex","listText":"U hv mentioned about Pfizer &amp; Moderna. What about Biontex","text":"U hv mentioned about Pfizer & Moderna. What about Biontex","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250689778589832","repostId":"2389985994","repostType":2,"repost":{"id":"2389985994","pubTimestamp":1702176295,"share":"https://ttm.financial/m/news/2389985994?lang=&edition=fundamental","pubTime":"2023-12-10 10:44","market":"us","language":"en","title":"7 F-Rated Stocks to Sell in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2389985994","media":"InvestorPlace","summary":"Life is short. Time relentlessly moves forward, transforming seconds and minutes into hours and days. Before you know it, it’s nearly the end of 2023...","content":"<html><head></head><body><p>Life is short. Time relentlessly moves forward, transforming seconds and minutes into hours and days. Before you know it, it’s nearly the end of 2023 and another year is winding down. The lesson here? You can’t afford to waste time when you’re investing, especially if you’re holding F-rated stocks to sell.</p><p>F-rated stocks are a portfolio killer. Stocks with an F-rating decrease returns and put retirement security at risk. If you’re holding F-rated stocks to sell, it may be too late to salvage 2023, but it’s not too late to make some changes and get back on track toward achieving your investment goals.</p><p>We’ll use the Portfolio Grader to identify some of the most unworthy stocks on the market – those that are saddled with well-deserving “F” grades because of their weak earnings performance, poor growth, weak sentiment and bearish analyst sentiment.</p><p>After all, time is ticking away; it will be 2024 before you know it.</p><h2 id=\"id_187814505\">ChargePoint (CHPT)</h2><p><strong>ChargePoint</strong> (NYSE: <strong>CHPT</strong>) provides electric vehicle charging stations in Europe and North America. The company has delivered over 188 million charges to date, hoping to capitalize on the global shift to EVs.</p><p>But even with the Biden administration’s push for green energy and subsidies, ChargePoint remains an unprofitable venture. The company brought in $150.5 million in revenue in its fiscal second quarter of 2024 (ending July 31), up from $108.3 million a year ago. But losses grew from $92.7 million to $125.3 million.</p><p>And things were even worse in Q3. While ChargePoint projected revenue of $150 million to $165 million, it revised its estimates late in the quarter. On Dec. 6 it announced its third-quarter results with revenue of only $110.3 million.</p><p>And ChargePoint’s Q3 loss was $158.2 million, up from $84.5 million a year ago.</p><p>It’s no wonder that ChargePoint shook up its executive leadership team, naming Rick Wilmer as its new president and CEO. While former CEO Pasquale Romano stayed on as an advisor, ChargePoint also showed the door to CFO Rex Jackson. That change sent CHPT stock down 35% in a single day.</p><p>Three years ago, ChargePoint stock was more than $40 per share. Now it’s barely $2, having dropped 78% in 2023. CHPT stock has an “F” rating in the Portfolio Grader, which makes it one of the stocks to sell while you can.</p><h2 id=\"id_2111585545\">Mullen Automotive (MULN)</h2><p>I have to confess that ChargePoint and <strong>Mullen Automotive</strong> (NASDAQ: <strong>MULN</strong>) seem to go hand in hand. One is an EV charging company, the other is a manufacturer of electric vehicles.</p><p>Both are losing money. Both have serious questions about their viability. And both deserve their “F” ratings.</p><p>Mullen stock is down 97% this year and trades at less than 20 cents per share, and that’s <em>after </em>completing a 1-for-25 reverse stock split in May and a 1-for-9 split in August. The stock dilution will surely continue, as Mullen has already said it would do another split before Jan. 22, 2024, in an effort to push shares back over $1 and keep its Nasdaq listing.</p><p>Mullen began production of its Mullen THREE EV in August and just announced deliveries of the vehicle, which has an estimated range of 125 miles and a maximum payload of just over 5,300 pounds, to its partner <strong>Randy Marion Automotive Group</strong>. But the company is only expecting to deliver 150 of the vehicles in the fourth quarter.</p><p>Mullen also hired a law firm to help it assess funding opportunities. The <strong>Basile Law Firm P.C.</strong>, led by Mark R. Basile has worked with companies on issues related to stock performance and potential market manipulation, which seems appropriate for Mullen and definitely makes it one of the stocks to sell now.</p><p>MULN gets an “F” rating in the Portfolio Grader.</p><h2 id=\"id_1655954472\">Polestar Automotive (PSNY)</h2><p><strong>Polestar Automotive</strong> (NASDAQ: <strong>PSNY</strong>) is a Swedish EV company that sells autos in 27 markets in Asia, Europe and North America. The company aims to have a lineup of five EVs by 2026, including SUVs and a roadster.</p><p>But instead of scaling up, Polestar has trouble hitting its delivery targets, making it one of the stocks to sell before it’s too late. The company’s lowered its guidance for 2023 deliveries twice so far, and now says it will deliver 60,000 vehicles. At the beginning of the year, the guidance was at 80,000.</p><p>In addition, Polestar says that it will need to raise additional money just to stay solvent.</p><p>Revenue for the third quarter was up 25% from a year ago, reaching $1.84 billion. But the company also recorded an operating loss of $735 million, up from a loss of $709.3 million a year ago.</p><p>PSNY stock is down 59% this year and gets an “F” rating in the Portfolio Grader.</p><h2 id=\"id_1855597795\">Albemarle (ALB)</h2><p><strong>Albemarle</strong> (NYSE: <strong>ALB</strong>) is a North Carolina chemical manufacturing company. It deals in bromine specialties, catalysts and lithium.</p><p>And it’s the lithium market that’s a major drain on ALB stock right now. Piper Sandler analyst Charles Neivert downgraded his rating on the stock from “neutral” to “underweight” and dropped his price target from $140 to $128.</p><p>He cited poor market conditions for lithium that “will undermine any significant rebound in the pricing environment for at least the next few quarters.”</p><p>Revenue in the third quarter was $2.3 billion, up 10% from a year ago, thanks to higher volumes in the company’s energy storage unit. The outlook for the full year calls for adjusted EBITDA to be flat to be down 5%.</p><p>ALB stock is down 45% this year. It gets an “F” rating in the Portfolio Grader.</p><h2 id=\"id_123242518\">Plug Power (PLUG)</h2><p><strong>Plug Power</strong> (NASDAQ: <strong>PLUG</strong>) is a great example of why investors should review their portfolios and rebalance on a regular basis.</p><p>Less than three years ago, Plug Power was one of the best stocks on Wall Street, with a stock price of more than $65. PLUG stock was up 1,500% in just a year. The sky was the limit.</p><p>But the once-promising company fizzled. Plug Power makes hydrogen fuel cells to power forklifts, drones and material handling equipment. It is a potentially great technology because it uses hydrogen and oxygen to produce electricity and only leaves water vapor as a byproduct.</p><p>But Plug Power still isn’t profitable because it can’t figure out how to make money off of a process that’s not cost-effective.</p><p>Earnings for the third quarter were only $198.71 million when analysts were expecting $228.18 million. The company also posted a loss of 47 cents per share, which was worse than the 31-cent loss of EPS that analysts predicted.</p><p>PLUG stock is down 65% this year and gets an “F” rating in the Portfolio Grader.</p><h2 id=\"id_254703821\">Pfizer (PFE)</h2><p><strong>Pfizer</strong> (NYSE: <strong>PFE</strong>) is a global pharmaceutical company that’s perhaps best known for its success in developing one of the first Covid-19 vaccines that was approved by U.S. regulators.</p><p>The successful development of the coronavirus vaccine undoubtedly saved millions of lives and brought billions of dollars into Pfizer’s coffers. But Pfizer is off the radar now that the federal government stopped paying for Covid-19 vaccines.</p><p>The federal government estimates that only 14% of U.S. adults have received an updated Covid-19 vaccine. That means Pfizer (and other pharma companies with vaccines, as we’ll get to in a moment) are seeing their stocks drop and missing earnings targets.</p><p>Pfizer brought in $13.2 billion in revenue in the third quarter, which was down 41% from a year ago as sales of Pfizer’s Covid-19 drugs, Paxlovid and Comimaty, fell.</p><p>Sales of non-Covid treatments were up 10%, but that wasn’t nearly enough to offset the loss of coronavirus revenue. Overall, Pfizer posted a loss of $2.38 billion for the quarter or a loss of 42 cents per share.</p><p>PFE stock is down 41% in 2023 and it gets an “F” rating in the Portfolio Grader.</p><h2 id=\"id_2170901777\">Moderna (MRNA)</h2><p>This is a case of rinse and repeat. You can look at the bearish case for Pfizer and say the same thing about <strong>Moderna</strong> (NASDAQ: <strong>MRNA</strong>). Moderna handled the <em>other </em>commonly used Covid-19 vaccine that people relied on to exit coronavirus-related shutdowns and recover from the pandemic.</p><p>Like Pfizer, Moderna made billions from its Covid-19 vaccine, and like Pfizer, the stock today plummeted because people aren’t as prone to take the updated vaccines.</p><p>Revenue in the third quarter was $1.75 billion, but that was down sharply from a year ago when Moderna posted $3.12 billion in revenue. In the first nine months of the year, Moderna brought in $3.87 billion in revenue versus $13.56 billion a year ago.</p><p>Moderna posted a net loss for the quarter of $3.63 billion, or $9.53 per share, versus a profit of $1.04 billion and $2.67 per share a year ago. That’s one of the main things that makes it one of the stocks to sell and walk away.</p><p>MRNA stock is down 55% this year and gets an “F” rating in the Portfolio Grader.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 F-Rated Stocks to Sell in December</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 F-Rated Stocks to Sell in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-10 10:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/12/7-f-rated-stocks-to-sell-in-december/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Life is short. Time relentlessly moves forward, transforming seconds and minutes into hours and days. Before you know it, it’s nearly the end of 2023 and another year is winding down. The lesson here?...</p>\n\n<a href=\"https://investorplace.com/market360/2023/12/7-f-rated-stocks-to-sell-in-december/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc.","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","ALB":"美国雅保","BK4592":"伊斯兰概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","MULN":"Mullen Automotive","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4585":"ETF&股票定投概念","BK4139":"生物科技","PSNY":"极星汽车","BK4007":"制药","LU1548497426.USD":"安联环球人工智能AT Acc","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","PFE":"辉瑞","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4501":"段永平概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4568":"美国抗疫概念","BK4588":"碎股","BK4550":"红杉资本持仓","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","PLUG":"普拉格能源","BK4551":"寇图资本持仓","MRNA":"Moderna, Inc.","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4581":"高盛持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4096":"电气部件与设备","SG9999002232.USD":"Allianz Global High Payout USD","BK4099":"汽车制造商","SG9999002224.SGD":"Allianz Global High Payout SGD"},"source_url":"https://investorplace.com/market360/2023/12/7-f-rated-stocks-to-sell-in-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389985994","content_text":"Life is short. Time relentlessly moves forward, transforming seconds and minutes into hours and days. Before you know it, it’s nearly the end of 2023 and another year is winding down. The lesson here? You can’t afford to waste time when you’re investing, especially if you’re holding F-rated stocks to sell.F-rated stocks are a portfolio killer. Stocks with an F-rating decrease returns and put retirement security at risk. If you’re holding F-rated stocks to sell, it may be too late to salvage 2023, but it’s not too late to make some changes and get back on track toward achieving your investment goals.We’ll use the Portfolio Grader to identify some of the most unworthy stocks on the market – those that are saddled with well-deserving “F” grades because of their weak earnings performance, poor growth, weak sentiment and bearish analyst sentiment.After all, time is ticking away; it will be 2024 before you know it.ChargePoint (CHPT)ChargePoint (NYSE: CHPT) provides electric vehicle charging stations in Europe and North America. The company has delivered over 188 million charges to date, hoping to capitalize on the global shift to EVs.But even with the Biden administration’s push for green energy and subsidies, ChargePoint remains an unprofitable venture. The company brought in $150.5 million in revenue in its fiscal second quarter of 2024 (ending July 31), up from $108.3 million a year ago. But losses grew from $92.7 million to $125.3 million.And things were even worse in Q3. While ChargePoint projected revenue of $150 million to $165 million, it revised its estimates late in the quarter. On Dec. 6 it announced its third-quarter results with revenue of only $110.3 million.And ChargePoint’s Q3 loss was $158.2 million, up from $84.5 million a year ago.It’s no wonder that ChargePoint shook up its executive leadership team, naming Rick Wilmer as its new president and CEO. While former CEO Pasquale Romano stayed on as an advisor, ChargePoint also showed the door to CFO Rex Jackson. That change sent CHPT stock down 35% in a single day.Three years ago, ChargePoint stock was more than $40 per share. Now it’s barely $2, having dropped 78% in 2023. CHPT stock has an “F” rating in the Portfolio Grader, which makes it one of the stocks to sell while you can.Mullen Automotive (MULN)I have to confess that ChargePoint and Mullen Automotive (NASDAQ: MULN) seem to go hand in hand. One is an EV charging company, the other is a manufacturer of electric vehicles.Both are losing money. Both have serious questions about their viability. And both deserve their “F” ratings.Mullen stock is down 97% this year and trades at less than 20 cents per share, and that’s after completing a 1-for-25 reverse stock split in May and a 1-for-9 split in August. The stock dilution will surely continue, as Mullen has already said it would do another split before Jan. 22, 2024, in an effort to push shares back over $1 and keep its Nasdaq listing.Mullen began production of its Mullen THREE EV in August and just announced deliveries of the vehicle, which has an estimated range of 125 miles and a maximum payload of just over 5,300 pounds, to its partner Randy Marion Automotive Group. But the company is only expecting to deliver 150 of the vehicles in the fourth quarter.Mullen also hired a law firm to help it assess funding opportunities. The Basile Law Firm P.C., led by Mark R. Basile has worked with companies on issues related to stock performance and potential market manipulation, which seems appropriate for Mullen and definitely makes it one of the stocks to sell now.MULN gets an “F” rating in the Portfolio Grader.Polestar Automotive (PSNY)Polestar Automotive (NASDAQ: PSNY) is a Swedish EV company that sells autos in 27 markets in Asia, Europe and North America. The company aims to have a lineup of five EVs by 2026, including SUVs and a roadster.But instead of scaling up, Polestar has trouble hitting its delivery targets, making it one of the stocks to sell before it’s too late. The company’s lowered its guidance for 2023 deliveries twice so far, and now says it will deliver 60,000 vehicles. At the beginning of the year, the guidance was at 80,000.In addition, Polestar says that it will need to raise additional money just to stay solvent.Revenue for the third quarter was up 25% from a year ago, reaching $1.84 billion. But the company also recorded an operating loss of $735 million, up from a loss of $709.3 million a year ago.PSNY stock is down 59% this year and gets an “F” rating in the Portfolio Grader.Albemarle (ALB)Albemarle (NYSE: ALB) is a North Carolina chemical manufacturing company. It deals in bromine specialties, catalysts and lithium.And it’s the lithium market that’s a major drain on ALB stock right now. Piper Sandler analyst Charles Neivert downgraded his rating on the stock from “neutral” to “underweight” and dropped his price target from $140 to $128.He cited poor market conditions for lithium that “will undermine any significant rebound in the pricing environment for at least the next few quarters.”Revenue in the third quarter was $2.3 billion, up 10% from a year ago, thanks to higher volumes in the company’s energy storage unit. The outlook for the full year calls for adjusted EBITDA to be flat to be down 5%.ALB stock is down 45% this year. It gets an “F” rating in the Portfolio Grader.Plug Power (PLUG)Plug Power (NASDAQ: PLUG) is a great example of why investors should review their portfolios and rebalance on a regular basis.Less than three years ago, Plug Power was one of the best stocks on Wall Street, with a stock price of more than $65. PLUG stock was up 1,500% in just a year. The sky was the limit.But the once-promising company fizzled. Plug Power makes hydrogen fuel cells to power forklifts, drones and material handling equipment. It is a potentially great technology because it uses hydrogen and oxygen to produce electricity and only leaves water vapor as a byproduct.But Plug Power still isn’t profitable because it can’t figure out how to make money off of a process that’s not cost-effective.Earnings for the third quarter were only $198.71 million when analysts were expecting $228.18 million. The company also posted a loss of 47 cents per share, which was worse than the 31-cent loss of EPS that analysts predicted.PLUG stock is down 65% this year and gets an “F” rating in the Portfolio Grader.Pfizer (PFE)Pfizer (NYSE: PFE) is a global pharmaceutical company that’s perhaps best known for its success in developing one of the first Covid-19 vaccines that was approved by U.S. regulators.The successful development of the coronavirus vaccine undoubtedly saved millions of lives and brought billions of dollars into Pfizer’s coffers. But Pfizer is off the radar now that the federal government stopped paying for Covid-19 vaccines.The federal government estimates that only 14% of U.S. adults have received an updated Covid-19 vaccine. That means Pfizer (and other pharma companies with vaccines, as we’ll get to in a moment) are seeing their stocks drop and missing earnings targets.Pfizer brought in $13.2 billion in revenue in the third quarter, which was down 41% from a year ago as sales of Pfizer’s Covid-19 drugs, Paxlovid and Comimaty, fell.Sales of non-Covid treatments were up 10%, but that wasn’t nearly enough to offset the loss of coronavirus revenue. Overall, Pfizer posted a loss of $2.38 billion for the quarter or a loss of 42 cents per share.PFE stock is down 41% in 2023 and it gets an “F” rating in the Portfolio Grader.Moderna (MRNA)This is a case of rinse and repeat. You can look at the bearish case for Pfizer and say the same thing about Moderna (NASDAQ: MRNA). Moderna handled the other commonly used Covid-19 vaccine that people relied on to exit coronavirus-related shutdowns and recover from the pandemic.Like Pfizer, Moderna made billions from its Covid-19 vaccine, and like Pfizer, the stock today plummeted because people aren’t as prone to take the updated vaccines.Revenue in the third quarter was $1.75 billion, but that was down sharply from a year ago when Moderna posted $3.12 billion in revenue. In the first nine months of the year, Moderna brought in $3.87 billion in revenue versus $13.56 billion a year ago.Moderna posted a net loss for the quarter of $3.63 billion, or $9.53 per share, versus a profit of $1.04 billion and $2.67 per share a year ago. That’s one of the main things that makes it one of the stocks to sell and walk away.MRNA stock is down 55% this year and gets an “F” rating in the Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231918087385136,"gmtCreate":1697650598351,"gmtModify":1697650693645,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CEI\">$Camber Energy(CEI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CEI\">$Camber Energy(CEI)$&nbsp;</a>","text":"$Camber Energy(CEI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231918087385136","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":215223920304232,"gmtCreate":1693561325631,"gmtModify":1693562879591,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215223920304232","repostId":"2363154192","repostType":2,"repost":{"id":"2363154192","pubTimestamp":1693581335,"share":"https://ttm.financial/m/news/2363154192?lang=&edition=fundamental","pubTime":"2023-09-01 23:15","market":"us","language":"en","title":"If I Were Starting My Stock Portfolio From Scratch, This Amazing AI Stock Would Be My First Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2363154192","media":"Motley Fool","summary":"The AI behemoth was built to last. Read on to see why this company should be near the top of every stock investor's list of long-term ideas.","content":"<html><head></head><body><p>If I had to start my investment portfolio over from square one, my first pick would be a world-class innovator and a pillar of stability. Just in case I never got around to filling out that portfolio with a deeply analyzed set of diverse stock picks, the initial pick should be able to weather dramatic changes in the global economy and its specific target markets.</p><p>Am I asking too much of the first ticker in a freshly rebooted portfolio? Not if that stock is <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>.</p><p>The parent company of online services giant Google can serve all of these roles for many years to come. In particular, I can&#39;t wait to see what Alphabet will do with artificial intelligence (AI) over the next couple of decades.</p><h2 id=\"id_370913533\">Alphabet shows other companies what flexibility looks like</h2><p>It&#39;s easy to mistake Alphabet for a one-trick pony. However, nothing could be further from the truth. This company was built to change with the times, even driving the sea change from the front lines in many cases.</p><p>It&#39;s true that services under the Google banner account for the lion&#39;s share of Alphabet&#39;s revenue -- 89% in the second quarter of 2023, for example -- but this company isn&#39;t all about online search and advertising anymore. In fact, even the Google division includes alternative revenue streams.</p><p>Google&#39;s operations range from the YouTube video service and Android mobility business to the DeepMind AI group. Although Google Cloud might seem like part of its operations due to its name, Alphabet actually reports its sales separately.</p><p>Google is a valuable brand name, and it makes sense when Alphabet attaches it to a variety of internet-based products and services. At the same time, the Alphabet umbrella also lets the company coin new brands when the service at hand doesn&#39;t quite fit Google&#39;s profile. For example:</p><ul style=\"\"><li><p>The health technology operation formerly known as Google Life Sciences has been known as Verily since 2015. Google co-founder Sergey Brin recently said that Verily is profitable thanks to a plethora of high-profile collaborations and a successful health insurance service.</p></li><li><p>Calico is Alphabet&#39;s medical research arm, targeting a deeper understanding of human aging. Like Verily, Calico runs many research projects together with top-shelf biotech and medical science companies.</p></li><li><p>The self-driving vehicle business called Waymo has been pushing the envelope in fields like autonomous driving, AI-powered sensor analysis, and automated fleet management since 2009.</p></li></ul><p>None of these projects are natural fits for the Google brand, which is why Alphabet chief financial officer Ruth Porat converted the monolithic Google business into the conglomerate we know as Alphabet today. This way, the company can pursue next-generation research ideas in pretty much any field without confusing consumers with a diluted Google brand.</p><h2 id=\"id_2276610193\">Recent changes</h2><p>Alphabet is ready to shift its business focus along with evolving consumer tastes and business trends. And it looks like the company is preparing to swing for some new fences right about now. You see, Ruth Porat has a new job, and it&#39;s all about driving Alphabet&#39;s non-Google businesses to new heights.</p><p>Remember, Porat was the genius behind the Alphabet rebranding and reorganization. She is bringing that magic touch and deep business insight to her new role as president and chief investment officer. In other words, she is second in command to Alphabet CEO Sundar Pichai and explicitly in charge of steering Alphabet&#39;s future investments. Her new duties include hands-on control of the &#34;other bets&#34; division, where you find brands like Calico, Verily, and Waymo.</p><p>For nearly a decade, she has championed these operations through moves like the Alphabet shuffle. Now she&#39;s taking their reins, and the navigation system is set to a deeper engagement with projects not named Google. It&#39;s a logical next step for Porat and Alphabet, underscoring the company&#39;s game-changing flexibility.</p><p>Porat&#39;s promotion comes at an exciting time, as Alphabet -- and any IT business worth its salt -- is putting its back into AI ideas. Today, Porat has the power to direct Alphabet&#39;s AI research and development strategy through targeted budgets and buyouts. She will also be more involved in deciding which hitherto unknown Google AI tools are ready for a public unveiling with specific business goals. The keys to the AI kingdom are in skillful hands.</p><p>If I could own only one stock, this is exactly the kind of long-term survivor I&#39;d want by my side. And if I&#39;m starting a fresh investment portfolio, Alphabet is the ultimate foundation for a more diverse approach. This isn&#39;t just a good buy in any market. Alphabet is the perfect cornerstone for a long-term investment strategy.</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>If I Were Starting My Stock Portfolio From Scratch, This Amazing AI Stock Would Be My First Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Were Starting My Stock Portfolio From Scratch, This Amazing AI Stock Would Be My First Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-01 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/31/if-i-were-starting-my-stock-portfolio-from-scratch/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If I had to start my investment portfolio over from square one, my first pick would be a world-class innovator and a pillar of stability. Just in case I never got around to filling out that portfolio ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/31/if-i-were-starting-my-stock-portfolio-from-scratch/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2023/08/31/if-i-were-starting-my-stock-portfolio-from-scratch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363154192","content_text":"If I had to start my investment portfolio over from square one, my first pick would be a world-class innovator and a pillar of stability. Just in case I never got around to filling out that portfolio with a deeply analyzed set of diverse stock picks, the initial pick should be able to weather dramatic changes in the global economy and its specific target markets.Am I asking too much of the first ticker in a freshly rebooted portfolio? Not if that stock is Alphabet.The parent company of online services giant Google can serve all of these roles for many years to come. In particular, I can't wait to see what Alphabet will do with artificial intelligence (AI) over the next couple of decades.Alphabet shows other companies what flexibility looks likeIt's easy to mistake Alphabet for a one-trick pony. However, nothing could be further from the truth. This company was built to change with the times, even driving the sea change from the front lines in many cases.It's true that services under the Google banner account for the lion's share of Alphabet's revenue -- 89% in the second quarter of 2023, for example -- but this company isn't all about online search and advertising anymore. In fact, even the Google division includes alternative revenue streams.Google's operations range from the YouTube video service and Android mobility business to the DeepMind AI group. Although Google Cloud might seem like part of its operations due to its name, Alphabet actually reports its sales separately.Google is a valuable brand name, and it makes sense when Alphabet attaches it to a variety of internet-based products and services. At the same time, the Alphabet umbrella also lets the company coin new brands when the service at hand doesn't quite fit Google's profile. For example:The health technology operation formerly known as Google Life Sciences has been known as Verily since 2015. Google co-founder Sergey Brin recently said that Verily is profitable thanks to a plethora of high-profile collaborations and a successful health insurance service.Calico is Alphabet's medical research arm, targeting a deeper understanding of human aging. Like Verily, Calico runs many research projects together with top-shelf biotech and medical science companies.The self-driving vehicle business called Waymo has been pushing the envelope in fields like autonomous driving, AI-powered sensor analysis, and automated fleet management since 2009.None of these projects are natural fits for the Google brand, which is why Alphabet chief financial officer Ruth Porat converted the monolithic Google business into the conglomerate we know as Alphabet today. This way, the company can pursue next-generation research ideas in pretty much any field without confusing consumers with a diluted Google brand.Recent changesAlphabet is ready to shift its business focus along with evolving consumer tastes and business trends. And it looks like the company is preparing to swing for some new fences right about now. You see, Ruth Porat has a new job, and it's all about driving Alphabet's non-Google businesses to new heights.Remember, Porat was the genius behind the Alphabet rebranding and reorganization. She is bringing that magic touch and deep business insight to her new role as president and chief investment officer. In other words, she is second in command to Alphabet CEO Sundar Pichai and explicitly in charge of steering Alphabet's future investments. Her new duties include hands-on control of the \"other bets\" division, where you find brands like Calico, Verily, and Waymo.For nearly a decade, she has championed these operations through moves like the Alphabet shuffle. Now she's taking their reins, and the navigation system is set to a deeper engagement with projects not named Google. It's a logical next step for Porat and Alphabet, underscoring the company's game-changing flexibility.Porat's promotion comes at an exciting time, as Alphabet -- and any IT business worth its salt -- is putting its back into AI ideas. Today, Porat has the power to direct Alphabet's AI research and development strategy through targeted budgets and buyouts. She will also be more involved in deciding which hitherto unknown Google AI tools are ready for a public unveiling with specific business goals. The keys to the AI kingdom are in skillful hands.If I could own only one stock, this is exactly the kind of long-term survivor I'd want by my side. And if I'm starting a fresh investment portfolio, Alphabet is the ultimate foundation for a more diverse approach. This isn't just a good buy in any market. Alphabet is the perfect cornerstone for a long-term investment strategy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195905608159400,"gmtCreate":1688866060720,"gmtModify":1688869043745,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"Which is better, Affirm or Upstart?","listText":"Which is better, Affirm or Upstart?","text":"Which is better, Affirm or Upstart?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195905608159400","repostId":"1121591971","repostType":2,"repost":{"id":"1121591971","pubTimestamp":1688860843,"share":"https://ttm.financial/m/news/1121591971?lang=&edition=fundamental","pubTime":"2023-07-09 08:00","market":"us","language":"en","title":"Buy/Sell: Wall Street's Top 10 Stock Calls This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1121591971","media":"The Fly","summary":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week?","content":"<html><head></head><body><p>Wall Street experts reveal the five stocks to buy, five stocks to sell this week</p><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street&#39;s best analysts during the week of July 3-7.</p><h3>Top 5 Buy Calls:</h3><p><strong>1. DBS starts <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> at Buy with retail segment highlighted as &#34;key driver&#34;</strong></p><p>DBS Bank initiated coverage of Amazon.com (AMZN) with a Buy rating and $150 price target. The company&#39;s retail segment is expected to become a &#34;key driver&#34; of growth, DBS tells investors in a research note. The firm says that while Amazon is the leading e-commerce player accounting for 39% of the U.S. e-commerce, there is a &#34;significant portion of untapped market to capture.&#34; It believes the focus will shift towards profitability as the retail segment completes its fulfilment build cycle. DBS expects Amazon&#39;s retail segment operating income to be a key driver of share price from 2023 onwards, &#34;dethroning&#34; Web Services&#39; operating income.<br/><br/><strong>2. Northland admits to having been wrong, upgrades <a href=\"https://laohu8.com/S/AMD\">AMD</a> to Outperform</strong></p><p>Northland upgraded AMD (AMD) to Outperform from Market Perform with a price target of $150, up from $81. The &#34;only thing worse than being wrong is not admitting it, and we have been wrong on AMD shares,&#34; says the firm, who sees a risk it is upgrading too late, but thinks AMD shares will &#34;get an AI multiple.&#34; AMD has been second to Nvidia (NVDA) in GPUs for decades and Northland doesn&#39;t think that changes in the AI era, but it thinks AMD&#39;s open-source software approach &#34;likely reduces&#34; Nvidia&#39;s software moat and that AMD has IP for AI beyond GPUs.<br/><br/><strong>3. <a href=\"https://laohu8.com/S/KDP\">Keurig Dr Pepper</a> upgraded to Overweight at Morgan Stanley</strong></p><p>Morgan Stanley upgraded Keurig Dr Pepper to Overweight (KDP) from Equal Weight with an unchanged price target of $36. After the stock&#39;s &#34;pronounced&#34; underperformance, the firm views the valuation as &#34;too low&#34; and sees an &#34;opportune entry point.&#34; Visibility on continued U.S. cold drink upside provides flexibility to offset coffee weakness, argues Morgan Stanley, who sees &#34;an outsized potential bull case&#34; that could come into sight in the second half if there is a coffee inflection. However, the firm notes that it sees Keurig Dr Pepper&#39;s fundamental inflection as more in the second half and has lowered its EPS view slightly to in-line with consensus for Q2.<br/><br/><strong>4. BMO Capital bullish on <a href=\"https://laohu8.com/S/BMRN\">BioMarin</a>, upgrades to Outperform</strong></p><p>BMO Capital upgraded BioMarin Pharmaceutical (BMRN) to Outperform from Market Perform with an unchanged price target of $102. The firm believes its thesis of slow Roctavian uptake is materializing, as reflected in Roctavian&#39;s slow European launch and FDA label restrictions. However, at the stock&#39;s current valuation, Roctavian &#34;constitutes an upside opportunity&#34; as it is largely not priced in, it tells investors in a research note. Moving forward, BMO expects Biomarin&#39;s base business to provide downside protection while positive updates around Voxzogo growth and Roctavian dosing &#34;will drive upside.&#34; As such, it believes BioMarin&#39;s risk/reward is now skewed to the upside.<br/><br/><strong>5. <a href=\"https://laohu8.com/S/PEGA\">Pegasystems</a> upgraded to Outperform at Wedbush</strong></p><p>Wedbush upgraded Pegasystems (PEGA) to Outperform from Neutral with a price target of $65, up from $50. The firm cites incrementally better field checks and calls Pegasystems &#34;an under the radar AI story that is now starting to form.&#34; Wedbush also believes the legal issues from the Appian (APPN) lawsuit are &#34;overblown,&#34; stating that while the potential outcomes, legal settlement, and litigation costs are still unclear, it ultimately believes that the resolution will not be complete for years and &#34;Pega will have to likely pay a small settlement at the end of the day that is significantly less than the original judgment&#34; of $2.036B.<br/><br/><strong><u>Top 5 Sell Calls:</u></strong></p><p><strong>1. <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> downgraded to Underweight from Equal Weight at Barclays</strong></p><p>Barclays downgraded Lumentum (LITE) to Underweight from Equal Weight with a price target of $42, up from $40. The shares are &#34;expensive&#34; with no catalyst on the horizon and a telecom inventory overhang &#34;looming,&#34; Barclays tells investors in a research note. The firm says Lumentum&#39;s valuation &#34;doesn&#39;t make sense&#34; with no catalyst and the telecom inventory correction in the &#34;early Innings.&#34;<br/><br/><strong>2. <a href=\"https://laohu8.com/S/AFRM\">Affirm</a> downgraded to Underweight at Piper Sandler</strong></p><p>Piper Sandler downgraded Affirm (AFRM) to Underweight from Neutral with an unchanged price target of $11. The firm expects persistently higher interest rates to pressure operating margins, saying Affirm needs to hold more loans on its balance sheet. In addition, tighter underwriting standards, increased pricing, and the re-introduction of student debt payments will cause an incremental slowdown in the company&#39;s revenue growth over the next year, Piper tells investors in a research note. As such, the firm believes it will be difficult for Affirm to generate the 24% revenue growth implied by consensus estimates.<br/><br/><strong>3. <a href=\"https://laohu8.com/S/EXP\">Eagle Materials</a> downgraded to Underweight at JPMorgan</strong></p><p>JPMorgan downgraded Eagle Materials (EXP) to Underweight from Neutral with a price target of $190, up from $150. The firm downgraded the U.S. construction materials sector as it sees limited room for upside after the recent rally. The rally has left valuations &#34;stretched&#34; and the shares are now trading above their five-year averages, JPMorgan tells investors in a research note. While the performance has been entirely justified, it is hard to continue adding at these levels, says the firm.<br/><br/><strong>4. <a href=\"https://laohu8.com/S/HMC\">Honda</a> downgraded to Sell from Neutral at UBS</strong></p><p>UBS downgraded Honda (HMC) to Sell from Neutral with a price target of 3,90 yen, down from 3,400 yen. Honda&#39;s share price has risen 46% year-to-date and is up 19% excluding positive impacts from yen depreciation, and a near-term profit recovery and expanded share buybacks have been discounted, UBS tells investors in a research note. The firm expects profit momentum to slow from a peak in Q1-Q2 on signs of a slowdown in motorcycles and tougher competition in the U.S. for automobiles.<br/><br/><strong>5. <a href=\"https://laohu8.com/S/SUM\">Summit Materials</a> cut to Underweight from Neutral at JPMorgan</strong></p><p>JPMorgan downgraded Summit Materials (SUM) to Underweight from Neutral with a price target of $37, up from $32. The firm downgraded the U.S. construction materials sector as it sees limited room for upside after the recent rally. The rally has left valuations &#34;stretched&#34; and the shares are now trading above their five-year averages, it tells investors in a research note. While the performance has been entirely justified, it is hard to continue adding at these levels, says JPMorgan.</p></body></html>","source":"lsy1649979459173","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>Buy/Sell: Wall Street's Top 10 Stock Calls This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy/Sell: Wall Street's Top 10 Stock Calls This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-09 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3740454&headline=AMZN;AMD;NVDA;KDP;BMRN;LITE;AFRM;EXP;HMC;SUM-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3740454&headline=AMZN;AMD;NVDA;KDP;BMRN;LITE;AFRM;EXP;HMC;SUM-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMRN":"拜玛林制药","KDP":"Keurig Dr Pepper Inc","HMC":"本田汽车","AMD":"美国超微公司","AMZN":"亚马逊","LITE":"Lumentum Holdings Inc.","PEGA":"Pegasystems Inc","AFRM":"Affirm Holdings, Inc.","SUM":"Summit Materials Inc","EXP":"Eagle Materials Inc"},"source_url":"https://thefly.com/landingPageNews.php?id=3740454&headline=AMZN;AMD;NVDA;KDP;BMRN;LITE;AFRM;EXP;HMC;SUM-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121591971","content_text":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of July 3-7.Top 5 Buy Calls:1. DBS starts Amazon at Buy with retail segment highlighted as \"key driver\"DBS Bank initiated coverage of Amazon.com (AMZN) with a Buy rating and $150 price target. The company's retail segment is expected to become a \"key driver\" of growth, DBS tells investors in a research note. The firm says that while Amazon is the leading e-commerce player accounting for 39% of the U.S. e-commerce, there is a \"significant portion of untapped market to capture.\" It believes the focus will shift towards profitability as the retail segment completes its fulfilment build cycle. DBS expects Amazon's retail segment operating income to be a key driver of share price from 2023 onwards, \"dethroning\" Web Services' operating income.2. Northland admits to having been wrong, upgrades AMD to OutperformNorthland upgraded AMD (AMD) to Outperform from Market Perform with a price target of $150, up from $81. The \"only thing worse than being wrong is not admitting it, and we have been wrong on AMD shares,\" says the firm, who sees a risk it is upgrading too late, but thinks AMD shares will \"get an AI multiple.\" AMD has been second to Nvidia (NVDA) in GPUs for decades and Northland doesn't think that changes in the AI era, but it thinks AMD's open-source software approach \"likely reduces\" Nvidia's software moat and that AMD has IP for AI beyond GPUs.3. Keurig Dr Pepper upgraded to Overweight at Morgan StanleyMorgan Stanley upgraded Keurig Dr Pepper to Overweight (KDP) from Equal Weight with an unchanged price target of $36. After the stock's \"pronounced\" underperformance, the firm views the valuation as \"too low\" and sees an \"opportune entry point.\" Visibility on continued U.S. cold drink upside provides flexibility to offset coffee weakness, argues Morgan Stanley, who sees \"an outsized potential bull case\" that could come into sight in the second half if there is a coffee inflection. However, the firm notes that it sees Keurig Dr Pepper's fundamental inflection as more in the second half and has lowered its EPS view slightly to in-line with consensus for Q2.4. BMO Capital bullish on BioMarin, upgrades to OutperformBMO Capital upgraded BioMarin Pharmaceutical (BMRN) to Outperform from Market Perform with an unchanged price target of $102. The firm believes its thesis of slow Roctavian uptake is materializing, as reflected in Roctavian's slow European launch and FDA label restrictions. However, at the stock's current valuation, Roctavian \"constitutes an upside opportunity\" as it is largely not priced in, it tells investors in a research note. Moving forward, BMO expects Biomarin's base business to provide downside protection while positive updates around Voxzogo growth and Roctavian dosing \"will drive upside.\" As such, it believes BioMarin's risk/reward is now skewed to the upside.5. Pegasystems upgraded to Outperform at WedbushWedbush upgraded Pegasystems (PEGA) to Outperform from Neutral with a price target of $65, up from $50. The firm cites incrementally better field checks and calls Pegasystems \"an under the radar AI story that is now starting to form.\" Wedbush also believes the legal issues from the Appian (APPN) lawsuit are \"overblown,\" stating that while the potential outcomes, legal settlement, and litigation costs are still unclear, it ultimately believes that the resolution will not be complete for years and \"Pega will have to likely pay a small settlement at the end of the day that is significantly less than the original judgment\" of $2.036B.Top 5 Sell Calls:1. Lumentum downgraded to Underweight from Equal Weight at BarclaysBarclays downgraded Lumentum (LITE) to Underweight from Equal Weight with a price target of $42, up from $40. The shares are \"expensive\" with no catalyst on the horizon and a telecom inventory overhang \"looming,\" Barclays tells investors in a research note. The firm says Lumentum's valuation \"doesn't make sense\" with no catalyst and the telecom inventory correction in the \"early Innings.\"2. Affirm downgraded to Underweight at Piper SandlerPiper Sandler downgraded Affirm (AFRM) to Underweight from Neutral with an unchanged price target of $11. The firm expects persistently higher interest rates to pressure operating margins, saying Affirm needs to hold more loans on its balance sheet. In addition, tighter underwriting standards, increased pricing, and the re-introduction of student debt payments will cause an incremental slowdown in the company's revenue growth over the next year, Piper tells investors in a research note. As such, the firm believes it will be difficult for Affirm to generate the 24% revenue growth implied by consensus estimates.3. Eagle Materials downgraded to Underweight at JPMorganJPMorgan downgraded Eagle Materials (EXP) to Underweight from Neutral with a price target of $190, up from $150. The firm downgraded the U.S. construction materials sector as it sees limited room for upside after the recent rally. The rally has left valuations \"stretched\" and the shares are now trading above their five-year averages, JPMorgan tells investors in a research note. While the performance has been entirely justified, it is hard to continue adding at these levels, says the firm.4. Honda downgraded to Sell from Neutral at UBSUBS downgraded Honda (HMC) to Sell from Neutral with a price target of 3,90 yen, down from 3,400 yen. Honda's share price has risen 46% year-to-date and is up 19% excluding positive impacts from yen depreciation, and a near-term profit recovery and expanded share buybacks have been discounted, UBS tells investors in a research note. The firm expects profit momentum to slow from a peak in Q1-Q2 on signs of a slowdown in motorcycles and tougher competition in the U.S. for automobiles.5. Summit Materials cut to Underweight from Neutral at JPMorganJPMorgan downgraded Summit Materials (SUM) to Underweight from Neutral with a price target of $37, up from $32. The firm downgraded the U.S. construction materials sector as it sees limited room for upside after the recent rally. The rally has left valuations \"stretched\" and the shares are now trading above their five-year averages, it tells investors in a research note. While the performance has been entirely justified, it is hard to continue adding at these levels, says JPMorgan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":215223920304232,"gmtCreate":1693561325631,"gmtModify":1693562879591,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215223920304232","repostId":"2363154192","repostType":2,"repost":{"id":"2363154192","pubTimestamp":1693581335,"share":"https://ttm.financial/m/news/2363154192?lang=&edition=fundamental","pubTime":"2023-09-01 23:15","market":"us","language":"en","title":"If I Were Starting My Stock Portfolio From Scratch, This Amazing AI Stock Would Be My First Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2363154192","media":"Motley Fool","summary":"The AI behemoth was built to last. Read on to see why this company should be near the top of every stock investor's list of long-term ideas.","content":"<html><head></head><body><p>If I had to start my investment portfolio over from square one, my first pick would be a world-class innovator and a pillar of stability. Just in case I never got around to filling out that portfolio with a deeply analyzed set of diverse stock picks, the initial pick should be able to weather dramatic changes in the global economy and its specific target markets.</p><p>Am I asking too much of the first ticker in a freshly rebooted portfolio? Not if that stock is <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>.</p><p>The parent company of online services giant Google can serve all of these roles for many years to come. In particular, I can&#39;t wait to see what Alphabet will do with artificial intelligence (AI) over the next couple of decades.</p><h2 id=\"id_370913533\">Alphabet shows other companies what flexibility looks like</h2><p>It&#39;s easy to mistake Alphabet for a one-trick pony. However, nothing could be further from the truth. This company was built to change with the times, even driving the sea change from the front lines in many cases.</p><p>It&#39;s true that services under the Google banner account for the lion&#39;s share of Alphabet&#39;s revenue -- 89% in the second quarter of 2023, for example -- but this company isn&#39;t all about online search and advertising anymore. In fact, even the Google division includes alternative revenue streams.</p><p>Google&#39;s operations range from the YouTube video service and Android mobility business to the DeepMind AI group. Although Google Cloud might seem like part of its operations due to its name, Alphabet actually reports its sales separately.</p><p>Google is a valuable brand name, and it makes sense when Alphabet attaches it to a variety of internet-based products and services. At the same time, the Alphabet umbrella also lets the company coin new brands when the service at hand doesn&#39;t quite fit Google&#39;s profile. For example:</p><ul style=\"\"><li><p>The health technology operation formerly known as Google Life Sciences has been known as Verily since 2015. Google co-founder Sergey Brin recently said that Verily is profitable thanks to a plethora of high-profile collaborations and a successful health insurance service.</p></li><li><p>Calico is Alphabet&#39;s medical research arm, targeting a deeper understanding of human aging. Like Verily, Calico runs many research projects together with top-shelf biotech and medical science companies.</p></li><li><p>The self-driving vehicle business called Waymo has been pushing the envelope in fields like autonomous driving, AI-powered sensor analysis, and automated fleet management since 2009.</p></li></ul><p>None of these projects are natural fits for the Google brand, which is why Alphabet chief financial officer Ruth Porat converted the monolithic Google business into the conglomerate we know as Alphabet today. This way, the company can pursue next-generation research ideas in pretty much any field without confusing consumers with a diluted Google brand.</p><h2 id=\"id_2276610193\">Recent changes</h2><p>Alphabet is ready to shift its business focus along with evolving consumer tastes and business trends. And it looks like the company is preparing to swing for some new fences right about now. You see, Ruth Porat has a new job, and it&#39;s all about driving Alphabet&#39;s non-Google businesses to new heights.</p><p>Remember, Porat was the genius behind the Alphabet rebranding and reorganization. She is bringing that magic touch and deep business insight to her new role as president and chief investment officer. In other words, she is second in command to Alphabet CEO Sundar Pichai and explicitly in charge of steering Alphabet&#39;s future investments. Her new duties include hands-on control of the &#34;other bets&#34; division, where you find brands like Calico, Verily, and Waymo.</p><p>For nearly a decade, she has championed these operations through moves like the Alphabet shuffle. Now she&#39;s taking their reins, and the navigation system is set to a deeper engagement with projects not named Google. It&#39;s a logical next step for Porat and Alphabet, underscoring the company&#39;s game-changing flexibility.</p><p>Porat&#39;s promotion comes at an exciting time, as Alphabet -- and any IT business worth its salt -- is putting its back into AI ideas. Today, Porat has the power to direct Alphabet&#39;s AI research and development strategy through targeted budgets and buyouts. She will also be more involved in deciding which hitherto unknown Google AI tools are ready for a public unveiling with specific business goals. The keys to the AI kingdom are in skillful hands.</p><p>If I could own only one stock, this is exactly the kind of long-term survivor I&#39;d want by my side. And if I&#39;m starting a fresh investment portfolio, Alphabet is the ultimate foundation for a more diverse approach. This isn&#39;t just a good buy in any market. Alphabet is the perfect cornerstone for a long-term investment strategy.</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>If I Were Starting My Stock Portfolio From Scratch, This Amazing AI Stock Would Be My First Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf I Were Starting My Stock Portfolio From Scratch, This Amazing AI Stock Would Be My First Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-01 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/31/if-i-were-starting-my-stock-portfolio-from-scratch/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If I had to start my investment portfolio over from square one, my first pick would be a world-class innovator and a pillar of stability. Just in case I never got around to filling out that portfolio ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/31/if-i-were-starting-my-stock-portfolio-from-scratch/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2023/08/31/if-i-were-starting-my-stock-portfolio-from-scratch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363154192","content_text":"If I had to start my investment portfolio over from square one, my first pick would be a world-class innovator and a pillar of stability. Just in case I never got around to filling out that portfolio with a deeply analyzed set of diverse stock picks, the initial pick should be able to weather dramatic changes in the global economy and its specific target markets.Am I asking too much of the first ticker in a freshly rebooted portfolio? Not if that stock is Alphabet.The parent company of online services giant Google can serve all of these roles for many years to come. In particular, I can't wait to see what Alphabet will do with artificial intelligence (AI) over the next couple of decades.Alphabet shows other companies what flexibility looks likeIt's easy to mistake Alphabet for a one-trick pony. However, nothing could be further from the truth. This company was built to change with the times, even driving the sea change from the front lines in many cases.It's true that services under the Google banner account for the lion's share of Alphabet's revenue -- 89% in the second quarter of 2023, for example -- but this company isn't all about online search and advertising anymore. In fact, even the Google division includes alternative revenue streams.Google's operations range from the YouTube video service and Android mobility business to the DeepMind AI group. Although Google Cloud might seem like part of its operations due to its name, Alphabet actually reports its sales separately.Google is a valuable brand name, and it makes sense when Alphabet attaches it to a variety of internet-based products and services. At the same time, the Alphabet umbrella also lets the company coin new brands when the service at hand doesn't quite fit Google's profile. For example:The health technology operation formerly known as Google Life Sciences has been known as Verily since 2015. Google co-founder Sergey Brin recently said that Verily is profitable thanks to a plethora of high-profile collaborations and a successful health insurance service.Calico is Alphabet's medical research arm, targeting a deeper understanding of human aging. Like Verily, Calico runs many research projects together with top-shelf biotech and medical science companies.The self-driving vehicle business called Waymo has been pushing the envelope in fields like autonomous driving, AI-powered sensor analysis, and automated fleet management since 2009.None of these projects are natural fits for the Google brand, which is why Alphabet chief financial officer Ruth Porat converted the monolithic Google business into the conglomerate we know as Alphabet today. This way, the company can pursue next-generation research ideas in pretty much any field without confusing consumers with a diluted Google brand.Recent changesAlphabet is ready to shift its business focus along with evolving consumer tastes and business trends. And it looks like the company is preparing to swing for some new fences right about now. You see, Ruth Porat has a new job, and it's all about driving Alphabet's non-Google businesses to new heights.Remember, Porat was the genius behind the Alphabet rebranding and reorganization. She is bringing that magic touch and deep business insight to her new role as president and chief investment officer. In other words, she is second in command to Alphabet CEO Sundar Pichai and explicitly in charge of steering Alphabet's future investments. Her new duties include hands-on control of the \"other bets\" division, where you find brands like Calico, Verily, and Waymo.For nearly a decade, she has championed these operations through moves like the Alphabet shuffle. Now she's taking their reins, and the navigation system is set to a deeper engagement with projects not named Google. It's a logical next step for Porat and Alphabet, underscoring the company's game-changing flexibility.Porat's promotion comes at an exciting time, as Alphabet -- and any IT business worth its salt -- is putting its back into AI ideas. Today, Porat has the power to direct Alphabet's AI research and development strategy through targeted budgets and buyouts. She will also be more involved in deciding which hitherto unknown Google AI tools are ready for a public unveiling with specific business goals. The keys to the AI kingdom are in skillful hands.If I could own only one stock, this is exactly the kind of long-term survivor I'd want by my side. And if I'm starting a fresh investment portfolio, Alphabet is the ultimate foundation for a more diverse approach. This isn't just a good buy in any market. Alphabet is the perfect cornerstone for a long-term investment strategy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195905608159400,"gmtCreate":1688866060720,"gmtModify":1688869043745,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"Which is better, Affirm or Upstart?","listText":"Which is better, Affirm or Upstart?","text":"Which is better, Affirm or Upstart?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195905608159400","repostId":"1121591971","repostType":2,"repost":{"id":"1121591971","pubTimestamp":1688860843,"share":"https://ttm.financial/m/news/1121591971?lang=&edition=fundamental","pubTime":"2023-07-09 08:00","market":"us","language":"en","title":"Buy/Sell: Wall Street's Top 10 Stock Calls This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1121591971","media":"The Fly","summary":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week?","content":"<html><head></head><body><p>Wall Street experts reveal the five stocks to buy, five stocks to sell this week</p><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street&#39;s best analysts during the week of July 3-7.</p><h3>Top 5 Buy Calls:</h3><p><strong>1. DBS starts <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> at Buy with retail segment highlighted as &#34;key driver&#34;</strong></p><p>DBS Bank initiated coverage of Amazon.com (AMZN) with a Buy rating and $150 price target. The company&#39;s retail segment is expected to become a &#34;key driver&#34; of growth, DBS tells investors in a research note. The firm says that while Amazon is the leading e-commerce player accounting for 39% of the U.S. e-commerce, there is a &#34;significant portion of untapped market to capture.&#34; It believes the focus will shift towards profitability as the retail segment completes its fulfilment build cycle. DBS expects Amazon&#39;s retail segment operating income to be a key driver of share price from 2023 onwards, &#34;dethroning&#34; Web Services&#39; operating income.<br/><br/><strong>2. Northland admits to having been wrong, upgrades <a href=\"https://laohu8.com/S/AMD\">AMD</a> to Outperform</strong></p><p>Northland upgraded AMD (AMD) to Outperform from Market Perform with a price target of $150, up from $81. The &#34;only thing worse than being wrong is not admitting it, and we have been wrong on AMD shares,&#34; says the firm, who sees a risk it is upgrading too late, but thinks AMD shares will &#34;get an AI multiple.&#34; AMD has been second to Nvidia (NVDA) in GPUs for decades and Northland doesn&#39;t think that changes in the AI era, but it thinks AMD&#39;s open-source software approach &#34;likely reduces&#34; Nvidia&#39;s software moat and that AMD has IP for AI beyond GPUs.<br/><br/><strong>3. <a href=\"https://laohu8.com/S/KDP\">Keurig Dr Pepper</a> upgraded to Overweight at Morgan Stanley</strong></p><p>Morgan Stanley upgraded Keurig Dr Pepper to Overweight (KDP) from Equal Weight with an unchanged price target of $36. After the stock&#39;s &#34;pronounced&#34; underperformance, the firm views the valuation as &#34;too low&#34; and sees an &#34;opportune entry point.&#34; Visibility on continued U.S. cold drink upside provides flexibility to offset coffee weakness, argues Morgan Stanley, who sees &#34;an outsized potential bull case&#34; that could come into sight in the second half if there is a coffee inflection. However, the firm notes that it sees Keurig Dr Pepper&#39;s fundamental inflection as more in the second half and has lowered its EPS view slightly to in-line with consensus for Q2.<br/><br/><strong>4. BMO Capital bullish on <a href=\"https://laohu8.com/S/BMRN\">BioMarin</a>, upgrades to Outperform</strong></p><p>BMO Capital upgraded BioMarin Pharmaceutical (BMRN) to Outperform from Market Perform with an unchanged price target of $102. The firm believes its thesis of slow Roctavian uptake is materializing, as reflected in Roctavian&#39;s slow European launch and FDA label restrictions. However, at the stock&#39;s current valuation, Roctavian &#34;constitutes an upside opportunity&#34; as it is largely not priced in, it tells investors in a research note. Moving forward, BMO expects Biomarin&#39;s base business to provide downside protection while positive updates around Voxzogo growth and Roctavian dosing &#34;will drive upside.&#34; As such, it believes BioMarin&#39;s risk/reward is now skewed to the upside.<br/><br/><strong>5. <a href=\"https://laohu8.com/S/PEGA\">Pegasystems</a> upgraded to Outperform at Wedbush</strong></p><p>Wedbush upgraded Pegasystems (PEGA) to Outperform from Neutral with a price target of $65, up from $50. The firm cites incrementally better field checks and calls Pegasystems &#34;an under the radar AI story that is now starting to form.&#34; Wedbush also believes the legal issues from the Appian (APPN) lawsuit are &#34;overblown,&#34; stating that while the potential outcomes, legal settlement, and litigation costs are still unclear, it ultimately believes that the resolution will not be complete for years and &#34;Pega will have to likely pay a small settlement at the end of the day that is significantly less than the original judgment&#34; of $2.036B.<br/><br/><strong><u>Top 5 Sell Calls:</u></strong></p><p><strong>1. <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> downgraded to Underweight from Equal Weight at Barclays</strong></p><p>Barclays downgraded Lumentum (LITE) to Underweight from Equal Weight with a price target of $42, up from $40. The shares are &#34;expensive&#34; with no catalyst on the horizon and a telecom inventory overhang &#34;looming,&#34; Barclays tells investors in a research note. The firm says Lumentum&#39;s valuation &#34;doesn&#39;t make sense&#34; with no catalyst and the telecom inventory correction in the &#34;early Innings.&#34;<br/><br/><strong>2. <a href=\"https://laohu8.com/S/AFRM\">Affirm</a> downgraded to Underweight at Piper Sandler</strong></p><p>Piper Sandler downgraded Affirm (AFRM) to Underweight from Neutral with an unchanged price target of $11. The firm expects persistently higher interest rates to pressure operating margins, saying Affirm needs to hold more loans on its balance sheet. In addition, tighter underwriting standards, increased pricing, and the re-introduction of student debt payments will cause an incremental slowdown in the company&#39;s revenue growth over the next year, Piper tells investors in a research note. As such, the firm believes it will be difficult for Affirm to generate the 24% revenue growth implied by consensus estimates.<br/><br/><strong>3. <a href=\"https://laohu8.com/S/EXP\">Eagle Materials</a> downgraded to Underweight at JPMorgan</strong></p><p>JPMorgan downgraded Eagle Materials (EXP) to Underweight from Neutral with a price target of $190, up from $150. The firm downgraded the U.S. construction materials sector as it sees limited room for upside after the recent rally. The rally has left valuations &#34;stretched&#34; and the shares are now trading above their five-year averages, JPMorgan tells investors in a research note. While the performance has been entirely justified, it is hard to continue adding at these levels, says the firm.<br/><br/><strong>4. <a href=\"https://laohu8.com/S/HMC\">Honda</a> downgraded to Sell from Neutral at UBS</strong></p><p>UBS downgraded Honda (HMC) to Sell from Neutral with a price target of 3,90 yen, down from 3,400 yen. Honda&#39;s share price has risen 46% year-to-date and is up 19% excluding positive impacts from yen depreciation, and a near-term profit recovery and expanded share buybacks have been discounted, UBS tells investors in a research note. The firm expects profit momentum to slow from a peak in Q1-Q2 on signs of a slowdown in motorcycles and tougher competition in the U.S. for automobiles.<br/><br/><strong>5. <a href=\"https://laohu8.com/S/SUM\">Summit Materials</a> cut to Underweight from Neutral at JPMorgan</strong></p><p>JPMorgan downgraded Summit Materials (SUM) to Underweight from Neutral with a price target of $37, up from $32. The firm downgraded the U.S. construction materials sector as it sees limited room for upside after the recent rally. The rally has left valuations &#34;stretched&#34; and the shares are now trading above their five-year averages, it tells investors in a research note. While the performance has been entirely justified, it is hard to continue adding at these levels, says JPMorgan.</p></body></html>","source":"lsy1649979459173","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>Buy/Sell: Wall Street's Top 10 Stock Calls This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy/Sell: Wall Street's Top 10 Stock Calls This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-09 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3740454&headline=AMZN;AMD;NVDA;KDP;BMRN;LITE;AFRM;EXP;HMC;SUM-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3740454&headline=AMZN;AMD;NVDA;KDP;BMRN;LITE;AFRM;EXP;HMC;SUM-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMRN":"拜玛林制药","KDP":"Keurig Dr Pepper Inc","HMC":"本田汽车","AMD":"美国超微公司","AMZN":"亚马逊","LITE":"Lumentum Holdings Inc.","PEGA":"Pegasystems Inc","AFRM":"Affirm Holdings, Inc.","SUM":"Summit Materials Inc","EXP":"Eagle Materials Inc"},"source_url":"https://thefly.com/landingPageNews.php?id=3740454&headline=AMZN;AMD;NVDA;KDP;BMRN;LITE;AFRM;EXP;HMC;SUM-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121591971","content_text":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of July 3-7.Top 5 Buy Calls:1. DBS starts Amazon at Buy with retail segment highlighted as \"key driver\"DBS Bank initiated coverage of Amazon.com (AMZN) with a Buy rating and $150 price target. The company's retail segment is expected to become a \"key driver\" of growth, DBS tells investors in a research note. The firm says that while Amazon is the leading e-commerce player accounting for 39% of the U.S. e-commerce, there is a \"significant portion of untapped market to capture.\" It believes the focus will shift towards profitability as the retail segment completes its fulfilment build cycle. DBS expects Amazon's retail segment operating income to be a key driver of share price from 2023 onwards, \"dethroning\" Web Services' operating income.2. Northland admits to having been wrong, upgrades AMD to OutperformNorthland upgraded AMD (AMD) to Outperform from Market Perform with a price target of $150, up from $81. The \"only thing worse than being wrong is not admitting it, and we have been wrong on AMD shares,\" says the firm, who sees a risk it is upgrading too late, but thinks AMD shares will \"get an AI multiple.\" AMD has been second to Nvidia (NVDA) in GPUs for decades and Northland doesn't think that changes in the AI era, but it thinks AMD's open-source software approach \"likely reduces\" Nvidia's software moat and that AMD has IP for AI beyond GPUs.3. Keurig Dr Pepper upgraded to Overweight at Morgan StanleyMorgan Stanley upgraded Keurig Dr Pepper to Overweight (KDP) from Equal Weight with an unchanged price target of $36. After the stock's \"pronounced\" underperformance, the firm views the valuation as \"too low\" and sees an \"opportune entry point.\" Visibility on continued U.S. cold drink upside provides flexibility to offset coffee weakness, argues Morgan Stanley, who sees \"an outsized potential bull case\" that could come into sight in the second half if there is a coffee inflection. However, the firm notes that it sees Keurig Dr Pepper's fundamental inflection as more in the second half and has lowered its EPS view slightly to in-line with consensus for Q2.4. BMO Capital bullish on BioMarin, upgrades to OutperformBMO Capital upgraded BioMarin Pharmaceutical (BMRN) to Outperform from Market Perform with an unchanged price target of $102. The firm believes its thesis of slow Roctavian uptake is materializing, as reflected in Roctavian's slow European launch and FDA label restrictions. However, at the stock's current valuation, Roctavian \"constitutes an upside opportunity\" as it is largely not priced in, it tells investors in a research note. Moving forward, BMO expects Biomarin's base business to provide downside protection while positive updates around Voxzogo growth and Roctavian dosing \"will drive upside.\" As such, it believes BioMarin's risk/reward is now skewed to the upside.5. Pegasystems upgraded to Outperform at WedbushWedbush upgraded Pegasystems (PEGA) to Outperform from Neutral with a price target of $65, up from $50. The firm cites incrementally better field checks and calls Pegasystems \"an under the radar AI story that is now starting to form.\" Wedbush also believes the legal issues from the Appian (APPN) lawsuit are \"overblown,\" stating that while the potential outcomes, legal settlement, and litigation costs are still unclear, it ultimately believes that the resolution will not be complete for years and \"Pega will have to likely pay a small settlement at the end of the day that is significantly less than the original judgment\" of $2.036B.Top 5 Sell Calls:1. Lumentum downgraded to Underweight from Equal Weight at BarclaysBarclays downgraded Lumentum (LITE) to Underweight from Equal Weight with a price target of $42, up from $40. The shares are \"expensive\" with no catalyst on the horizon and a telecom inventory overhang \"looming,\" Barclays tells investors in a research note. The firm says Lumentum's valuation \"doesn't make sense\" with no catalyst and the telecom inventory correction in the \"early Innings.\"2. Affirm downgraded to Underweight at Piper SandlerPiper Sandler downgraded Affirm (AFRM) to Underweight from Neutral with an unchanged price target of $11. The firm expects persistently higher interest rates to pressure operating margins, saying Affirm needs to hold more loans on its balance sheet. In addition, tighter underwriting standards, increased pricing, and the re-introduction of student debt payments will cause an incremental slowdown in the company's revenue growth over the next year, Piper tells investors in a research note. As such, the firm believes it will be difficult for Affirm to generate the 24% revenue growth implied by consensus estimates.3. Eagle Materials downgraded to Underweight at JPMorganJPMorgan downgraded Eagle Materials (EXP) to Underweight from Neutral with a price target of $190, up from $150. The firm downgraded the U.S. construction materials sector as it sees limited room for upside after the recent rally. The rally has left valuations \"stretched\" and the shares are now trading above their five-year averages, JPMorgan tells investors in a research note. While the performance has been entirely justified, it is hard to continue adding at these levels, says the firm.4. Honda downgraded to Sell from Neutral at UBSUBS downgraded Honda (HMC) to Sell from Neutral with a price target of 3,90 yen, down from 3,400 yen. Honda's share price has risen 46% year-to-date and is up 19% excluding positive impacts from yen depreciation, and a near-term profit recovery and expanded share buybacks have been discounted, UBS tells investors in a research note. The firm expects profit momentum to slow from a peak in Q1-Q2 on signs of a slowdown in motorcycles and tougher competition in the U.S. for automobiles.5. Summit Materials cut to Underweight from Neutral at JPMorganJPMorgan downgraded Summit Materials (SUM) to Underweight from Neutral with a price target of $37, up from $32. The firm downgraded the U.S. construction materials sector as it sees limited room for upside after the recent rally. The rally has left valuations \"stretched\" and the shares are now trading above their five-year averages, it tells investors in a research note. While the performance has been entirely justified, it is hard to continue adding at these levels, says JPMorgan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273160762146928,"gmtCreate":1707727420771,"gmtModify":1707727426947,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273160762146928","repostId":"2410980308","repostType":2,"repost":{"id":"2410980308","pubTimestamp":1707726600,"share":"https://ttm.financial/m/news/2410980308?lang=&edition=fundamental","pubTime":"2024-02-12 16:30","market":"us","language":"en","title":"AMD: Progress Over Perfection","url":"https://stock-news.laohu8.com/highlight/detail?id=2410980308","media":"Seeking Alpha","summary":"AMD guided to disappointing Q1'24 numbers when reporting earnings a few weeks back due to weak sales in Gaming and Embedded segments.The chip company continues to provide conservative guidance for AI ","content":"<html><head></head><body><ul style=\"\"><li><p>AMD guided to disappointing Q1&#39;24 numbers when reporting earnings a few weeks back due to weak sales in Gaming and Embedded segments.</p></li><li><p>The chip company continues to provide conservative guidance for AI GPU chip sales with substantial upside potential to the $3.5+ billion estimate.</p></li><li><p>The stock only trades at 26x the updated &#39;25 EPS target with more upside potential to estimates.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abb1976c14135d979a92cb31805a7f5d\" alt=\"SOPA Images/LightRocket via Getty Images\" title=\"SOPA Images/LightRocket via Getty Images\" tg-width=\"594\" tg-height=\"395\"/><span>SOPA Images/LightRocket via Getty Images</span></p><p>The chip sector has had a phenomenal last couple of months, with <strong>Advanced Micro Devices</strong> (NASDAQ:AMD) being no exception. The chip stock has seen the rally stall recently while the market digests disappointing guidance for Q1&#39;24. My investment thesis remains ultra Bullish on AMD, with the AI chip boom still not fully reflected in the consensus estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a8a2f2a4fea3f379ced24da0dc9b080\" alt=\"Source: Finviz\" title=\"Source: Finviz\" tg-width=\"996\" tg-height=\"442\"/><span>Source: Finviz</span></p><h3 id=\"id_1377666535\">Focus On Progress</h3><p>AMD reported Q4&#39;23 results about 2 weeks ago now and the stock has traded flat while <strong>Nvidia</strong> (NVDA) has soared to new highs above $700. In fact, Nvidia is up ~$100 since the disappointing numbers from AMD, adding $250 billion in market cap during the period while AMD only has a market cap of $279 billion.</p><p>The company reported solid Q4 numbers with a slight revenue beat of $60 million on $6.2 billion in revenues. The bad part is that AMD guided to Q1 revenues of only $5.4 billion, versus consensus estimates up at $5.57 billion.</p><p>The results were difficult to dissect due to the typical seasonal weakness, highlighted by chip giant <strong>Intel</strong> (INTC) guiding to very weak Q1 numbers. The problem is connecting the dots between the forecasts for MI300 AI chip sales to the rather weak Q1 guidance for AMD.</p><p>AMD has a long list of MI300 customers with <strong>Microsoft</strong> (MSFT), <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong> (META) and <strong>Oracle</strong> (ORCL) listed as volume customers. Even <strong>Google</strong> (GOOG) was speculated as a customer and OpenAI has been listed as a MI300X customer alongside partner Microsoft.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72f551e1183a8aeddf21f65376453bc\" alt=\"Source: AMD Q4&#39;23 presentation\" title=\"Source: AMD Q4&#39;23 presentation\" tg-width=\"640\" tg-height=\"359\"/><span>Source: AMD Q4&#39;23 presentation</span></p><p>The consensus view appears AMD will ship at least 400K AI chips, with a target of up to 600K chips. The rumored unit price is in the $15,000 range suggesting annual AI GPU sales in the range of $6 to $9 billion based on the shipment level in 2024.</p><p>On the Q4&#39;23 earnings call, CEO Lisa Su updated the AI GPU chip guidance for 2024 as follows:</p><blockquote><p>Looking ahead, our prior guidance was for Data Center GPU revenue to be flattish from Q4 to Q1 and exceed $2 billion for 2024. Based on the strong customer pool and expanded engagements, we now expect Data Center GPU revenue to grow sequentially in the first quarter and <strong>exceed $3.5 billion in 2024</strong>. We have also made significant progress with our supply chain partners and have secured additional capacity to support upside demand.</p></blockquote><p>The CEO went further to discuss this revenue guidance for 2024 as the firm commitments for Data Center GPU chips with additional capacity to supply far more chips. The big remaining question is how quickly AMD ramps up GPU sales, considering Q4&#39;23 sales were over $400 million and a sequential increase in Q1 doesn&#39;t leave much growth throughout the year.</p><p>As an example, if AMD reached $600 million in Q1&#39;24 Data Center GPU sales, the company will have already reached $2.4 billion in annualized sales. The company would only need to add $200 million in additional AI GPU sales each additional quarter to reach the $3.5 billion target. Nvidia added $4.6 billion in additional sales in the last quarter an a combined $11.0 billion in the last 2 quarters, so a few hundred million by AMD would be highly disappointing.</p><p>Our previous research highlighted how 2024 revenues were targeted at $26.5 billion, and analyst consensus estimates have now cut numbers down to only $25.8 billion. AMD has actually maintained a premium valuation despite revenue target cuts.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca302f0a27dbd4ea06c0e4e327e8694f\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"123\"/><span>Source: Seeking Alpha</span></p><p>Now, analysts are forecasting 2025 revenues jump to $32.5 billion, up from the $30.7 billion target from approximately 3 months ago. The numbers just appear far too conservative.</p><p>A lot of analysts have the same view as Citi, forecasting AMD generates in the $4 to $5 billion range in AI GPU chip sales in 2024. The more logical prediction comes from UBS with a 2024 forecast for AI GPU chip sales of $5 billion as baseline with an exit rate of $10 billion in annualized sales with the potential for substantial upside.</p><p>The reality is that current estimates are only forecasting 2024 revenues grow by $3.1 billion. Though AMD did produce a small amount of GPU revenues during Q4, the consensus prediction for this year doesn&#39;t even appear to factor in the real AI chip growth rates.</p><p>AMD faced a tough market during 2023 with all other segments struggling outside of the Data Center. Both the Embedded and Gaming segments peaked around Q1&#39;23 and saw substantial sales declines at the end of the year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db2d370641ed78e846a7a86ea08e1d01\" alt=\"Source: The Next Platform\" title=\"Source: The Next Platform\" tg-width=\"640\" tg-height=\"344\"/><span>Source: The Next Platform</span></p><p>A big part of the story is whether the Client revenues can recapture the $1.7+ billion levels from 2021 due to AI PC demand. AMD continues to take market share from Intel in the PC sector, but the chip company only ended the last quarter with 18.4% of the PC market with Intel still controlling 71.8%.</p><p>PC demand has been weak since the Covid pull forward period, but the market could open up again in 2024 with AI edge demand with technology placed inside devices in order to personalize the AI experience and reduce reliance on servers. AMD has focused on the Data Center market with server CPUs and now AI GPUs, but the company remains poised to capture more market share in existing segments.</p><p>Depending on how one calculates the unit share versus the revenue share, AMD only controls a minor portion of the CPU market for both Servers and Client. Toms&#39;s Hardware calculates the Server revenue share at 31.1% of the market now as AMD takes more of the premium chip sales, but the company only has a minimal 15.4% of the Clients market based on revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bfe74a15d61260234dca9abd85585a4\" alt=\"Source: Mercury Research\" title=\"Source: Mercury Research\" tg-width=\"640\" tg-height=\"188\"/><span>Source: Mercury Research</span></p><p>Even the Embedded segment should eventually see a big sales boost. On the Q4&#39;23 earnings call, the company discussed a big boost in design wins as follows:</p><blockquote><p>Longer term, we&#39;re very confident in the growth trajectory of our Embedded business as our expanded product portfolio drove more than $10 billion of design wins in 2023, an increase of <strong>more than 25%</strong> compared to 2022.</p></blockquote><p>While all of the focus is on the AI chips and the competition with Nvidia, Intel is still forecast to produce $57 billion worth of revenues in 2024. AMD definitely has sights on the surging Nvidia GPU revenues, but Intel has a large revenue base still to disrupt.</p><h4 id=\"id_2645181954\">Big 2025 Ahead</h4><p>The big question is when exactly the MI300 revenues really launch higher in 2024. Nvidia has already reported an ~$11 billion quarterly increase in GPU sales amounting to the company heading towards a $50 billion boost.</p><p>The 2024 numbers for AMD currently aren&#39;t impressive, and the market is very clear that sales will ramp up over the next year. With just a slight bump to 2025 targets, AMD would generate the following financial model as follows:</p><ul style=\"\"><li><p>2025 Revenue = $35.0B</p></li><li><p>Gross Profits @ 58% = $20.3B (peaked at 54% in Q2&#39;22)</p></li><li><p>OpEx @ 23% = $8.05B (24% of revenues in Q2&#39;22)</p></li><li><p>Operating Income = $12.25B</p></li><li><p>Taxes @ 13% = $1.59B</p></li><li><p>EPS = $10.66B/1.63B shares = $6.54.</p></li></ul><p>The key to the $35.0 billion revenue target for 2025 is that growth is only $12.3 billion over the $22.7 billion reported in 2023. AMD isn&#39;t coming anywhere close to the growth from Nvidia to produce this revenue level, and our estimates are only up $3 billion from the prior estimate of $32 billion.</p><p>The EPS target comes out to $6.54 while UBS has forecast an $8 EPS potential starting in the 2H&#39;25. AMD only trades at 26x the above updated 2025 EPS target. Based on the UBS target for an $8 EPS, AMD only trades at 21.5x earnings while Nvidia now trades at 35x the FY25 EPS targets, requiring 68% growth in the current fiscal year.</p><h2 id=\"id_3143876840\">Takeaway</h2><p>The key investor takeaway is that AMD is far too cheap still. The current base business is deflated due to weak sales in PCs and Embedded categories, with potential for growth ahead as 2024 progresses. Even with the ongoing weakness in these legacy segments, AMD should see a huge boost in Data Center GPU sales, and the consensus analyst estimates for the next couple of years are far too low.</p><p>Investors should continue a Bullish view on AMD, even after the stock trades at all-time higher above $170. The Q1 guidance was disappointing, but the chip company is making huge progress towards substantial growth in the years ahead.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD: Progress Over Perfection</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD: Progress Over Perfection\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-12 16:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4669351-amd-progress-over-perfection><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD guided to disappointing Q1'24 numbers when reporting earnings a few weeks back due to weak sales in Gaming and Embedded segments.The chip company continues to provide conservative guidance for AI ...</p>\n\n<a href=\"https://seekingalpha.com/article/4669351-amd-progress-over-perfection\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","AMD":"美国超微公司","BK4551":"寇图资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4529":"IDC概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4528":"SaaS概念","BK4516":"特朗普概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4515":"5G概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4567":"ESG概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4585":"ETF&股票定投概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4566":"资本集团","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","BK4550":"红杉资本持仓","BK4587":"ChatGPT概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2065732104.USD":"ALLSPRING (LUX) WF GLOBAL SMALL CAP EQUITY \"I\" (USD) ACC","BK4077":"互动媒体与服务","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD"},"source_url":"https://seekingalpha.com/article/4669351-amd-progress-over-perfection","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2410980308","content_text":"AMD guided to disappointing Q1'24 numbers when reporting earnings a few weeks back due to weak sales in Gaming and Embedded segments.The chip company continues to provide conservative guidance for AI GPU chip sales with substantial upside potential to the $3.5+ billion estimate.The stock only trades at 26x the updated '25 EPS target with more upside potential to estimates.SOPA Images/LightRocket via Getty ImagesThe chip sector has had a phenomenal last couple of months, with Advanced Micro Devices (NASDAQ:AMD) being no exception. The chip stock has seen the rally stall recently while the market digests disappointing guidance for Q1'24. My investment thesis remains ultra Bullish on AMD, with the AI chip boom still not fully reflected in the consensus estimates.Source: FinvizFocus On ProgressAMD reported Q4'23 results about 2 weeks ago now and the stock has traded flat while Nvidia (NVDA) has soared to new highs above $700. In fact, Nvidia is up ~$100 since the disappointing numbers from AMD, adding $250 billion in market cap during the period while AMD only has a market cap of $279 billion.The company reported solid Q4 numbers with a slight revenue beat of $60 million on $6.2 billion in revenues. The bad part is that AMD guided to Q1 revenues of only $5.4 billion, versus consensus estimates up at $5.57 billion.The results were difficult to dissect due to the typical seasonal weakness, highlighted by chip giant Intel (INTC) guiding to very weak Q1 numbers. The problem is connecting the dots between the forecasts for MI300 AI chip sales to the rather weak Q1 guidance for AMD.AMD has a long list of MI300 customers with Microsoft (MSFT), Meta Platforms (META) and Oracle (ORCL) listed as volume customers. Even Google (GOOG) was speculated as a customer and OpenAI has been listed as a MI300X customer alongside partner Microsoft.Source: AMD Q4'23 presentationThe consensus view appears AMD will ship at least 400K AI chips, with a target of up to 600K chips. The rumored unit price is in the $15,000 range suggesting annual AI GPU sales in the range of $6 to $9 billion based on the shipment level in 2024.On the Q4'23 earnings call, CEO Lisa Su updated the AI GPU chip guidance for 2024 as follows:Looking ahead, our prior guidance was for Data Center GPU revenue to be flattish from Q4 to Q1 and exceed $2 billion for 2024. Based on the strong customer pool and expanded engagements, we now expect Data Center GPU revenue to grow sequentially in the first quarter and exceed $3.5 billion in 2024. We have also made significant progress with our supply chain partners and have secured additional capacity to support upside demand.The CEO went further to discuss this revenue guidance for 2024 as the firm commitments for Data Center GPU chips with additional capacity to supply far more chips. The big remaining question is how quickly AMD ramps up GPU sales, considering Q4'23 sales were over $400 million and a sequential increase in Q1 doesn't leave much growth throughout the year.As an example, if AMD reached $600 million in Q1'24 Data Center GPU sales, the company will have already reached $2.4 billion in annualized sales. The company would only need to add $200 million in additional AI GPU sales each additional quarter to reach the $3.5 billion target. Nvidia added $4.6 billion in additional sales in the last quarter an a combined $11.0 billion in the last 2 quarters, so a few hundred million by AMD would be highly disappointing.Our previous research highlighted how 2024 revenues were targeted at $26.5 billion, and analyst consensus estimates have now cut numbers down to only $25.8 billion. AMD has actually maintained a premium valuation despite revenue target cuts.Source: Seeking AlphaNow, analysts are forecasting 2025 revenues jump to $32.5 billion, up from the $30.7 billion target from approximately 3 months ago. The numbers just appear far too conservative.A lot of analysts have the same view as Citi, forecasting AMD generates in the $4 to $5 billion range in AI GPU chip sales in 2024. The more logical prediction comes from UBS with a 2024 forecast for AI GPU chip sales of $5 billion as baseline with an exit rate of $10 billion in annualized sales with the potential for substantial upside.The reality is that current estimates are only forecasting 2024 revenues grow by $3.1 billion. Though AMD did produce a small amount of GPU revenues during Q4, the consensus prediction for this year doesn't even appear to factor in the real AI chip growth rates.AMD faced a tough market during 2023 with all other segments struggling outside of the Data Center. Both the Embedded and Gaming segments peaked around Q1'23 and saw substantial sales declines at the end of the year.Source: The Next PlatformA big part of the story is whether the Client revenues can recapture the $1.7+ billion levels from 2021 due to AI PC demand. AMD continues to take market share from Intel in the PC sector, but the chip company only ended the last quarter with 18.4% of the PC market with Intel still controlling 71.8%.PC demand has been weak since the Covid pull forward period, but the market could open up again in 2024 with AI edge demand with technology placed inside devices in order to personalize the AI experience and reduce reliance on servers. AMD has focused on the Data Center market with server CPUs and now AI GPUs, but the company remains poised to capture more market share in existing segments.Depending on how one calculates the unit share versus the revenue share, AMD only controls a minor portion of the CPU market for both Servers and Client. Toms's Hardware calculates the Server revenue share at 31.1% of the market now as AMD takes more of the premium chip sales, but the company only has a minimal 15.4% of the Clients market based on revenue.Source: Mercury ResearchEven the Embedded segment should eventually see a big sales boost. On the Q4'23 earnings call, the company discussed a big boost in design wins as follows:Longer term, we're very confident in the growth trajectory of our Embedded business as our expanded product portfolio drove more than $10 billion of design wins in 2023, an increase of more than 25% compared to 2022.While all of the focus is on the AI chips and the competition with Nvidia, Intel is still forecast to produce $57 billion worth of revenues in 2024. AMD definitely has sights on the surging Nvidia GPU revenues, but Intel has a large revenue base still to disrupt.Big 2025 AheadThe big question is when exactly the MI300 revenues really launch higher in 2024. Nvidia has already reported an ~$11 billion quarterly increase in GPU sales amounting to the company heading towards a $50 billion boost.The 2024 numbers for AMD currently aren't impressive, and the market is very clear that sales will ramp up over the next year. With just a slight bump to 2025 targets, AMD would generate the following financial model as follows:2025 Revenue = $35.0BGross Profits @ 58% = $20.3B (peaked at 54% in Q2'22)OpEx @ 23% = $8.05B (24% of revenues in Q2'22)Operating Income = $12.25BTaxes @ 13% = $1.59BEPS = $10.66B/1.63B shares = $6.54.The key to the $35.0 billion revenue target for 2025 is that growth is only $12.3 billion over the $22.7 billion reported in 2023. AMD isn't coming anywhere close to the growth from Nvidia to produce this revenue level, and our estimates are only up $3 billion from the prior estimate of $32 billion.The EPS target comes out to $6.54 while UBS has forecast an $8 EPS potential starting in the 2H'25. AMD only trades at 26x the above updated 2025 EPS target. Based on the UBS target for an $8 EPS, AMD only trades at 21.5x earnings while Nvidia now trades at 35x the FY25 EPS targets, requiring 68% growth in the current fiscal year.TakeawayThe key investor takeaway is that AMD is far too cheap still. The current base business is deflated due to weak sales in PCs and Embedded categories, with potential for growth ahead as 2024 progresses. Even with the ongoing weakness in these legacy segments, AMD should see a huge boost in Data Center GPU sales, and the consensus analyst estimates for the next couple of years are far too low.Investors should continue a Bullish view on AMD, even after the stock trades at all-time higher above $170. The Q1 guidance was disappointing, but the chip company is making huge progress towards substantial growth in the years ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250689778589832,"gmtCreate":1702222680938,"gmtModify":1702260076606,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"U hv mentioned about Pfizer &amp; Moderna. What about Biontex","listText":"U hv mentioned about Pfizer &amp; Moderna. What about Biontex","text":"U hv mentioned about Pfizer & Moderna. What about Biontex","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250689778589832","repostId":"2389985994","repostType":2,"repost":{"id":"2389985994","pubTimestamp":1702176295,"share":"https://ttm.financial/m/news/2389985994?lang=&edition=fundamental","pubTime":"2023-12-10 10:44","market":"us","language":"en","title":"7 F-Rated Stocks to Sell in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2389985994","media":"InvestorPlace","summary":"Life is short. Time relentlessly moves forward, transforming seconds and minutes into hours and days. Before you know it, it’s nearly the end of 2023...","content":"<html><head></head><body><p>Life is short. Time relentlessly moves forward, transforming seconds and minutes into hours and days. Before you know it, it’s nearly the end of 2023 and another year is winding down. The lesson here? You can’t afford to waste time when you’re investing, especially if you’re holding F-rated stocks to sell.</p><p>F-rated stocks are a portfolio killer. Stocks with an F-rating decrease returns and put retirement security at risk. If you’re holding F-rated stocks to sell, it may be too late to salvage 2023, but it’s not too late to make some changes and get back on track toward achieving your investment goals.</p><p>We’ll use the Portfolio Grader to identify some of the most unworthy stocks on the market – those that are saddled with well-deserving “F” grades because of their weak earnings performance, poor growth, weak sentiment and bearish analyst sentiment.</p><p>After all, time is ticking away; it will be 2024 before you know it.</p><h2 id=\"id_187814505\">ChargePoint (CHPT)</h2><p><strong>ChargePoint</strong> (NYSE: <strong>CHPT</strong>) provides electric vehicle charging stations in Europe and North America. The company has delivered over 188 million charges to date, hoping to capitalize on the global shift to EVs.</p><p>But even with the Biden administration’s push for green energy and subsidies, ChargePoint remains an unprofitable venture. The company brought in $150.5 million in revenue in its fiscal second quarter of 2024 (ending July 31), up from $108.3 million a year ago. But losses grew from $92.7 million to $125.3 million.</p><p>And things were even worse in Q3. While ChargePoint projected revenue of $150 million to $165 million, it revised its estimates late in the quarter. On Dec. 6 it announced its third-quarter results with revenue of only $110.3 million.</p><p>And ChargePoint’s Q3 loss was $158.2 million, up from $84.5 million a year ago.</p><p>It’s no wonder that ChargePoint shook up its executive leadership team, naming Rick Wilmer as its new president and CEO. While former CEO Pasquale Romano stayed on as an advisor, ChargePoint also showed the door to CFO Rex Jackson. That change sent CHPT stock down 35% in a single day.</p><p>Three years ago, ChargePoint stock was more than $40 per share. Now it’s barely $2, having dropped 78% in 2023. CHPT stock has an “F” rating in the Portfolio Grader, which makes it one of the stocks to sell while you can.</p><h2 id=\"id_2111585545\">Mullen Automotive (MULN)</h2><p>I have to confess that ChargePoint and <strong>Mullen Automotive</strong> (NASDAQ: <strong>MULN</strong>) seem to go hand in hand. One is an EV charging company, the other is a manufacturer of electric vehicles.</p><p>Both are losing money. Both have serious questions about their viability. And both deserve their “F” ratings.</p><p>Mullen stock is down 97% this year and trades at less than 20 cents per share, and that’s <em>after </em>completing a 1-for-25 reverse stock split in May and a 1-for-9 split in August. The stock dilution will surely continue, as Mullen has already said it would do another split before Jan. 22, 2024, in an effort to push shares back over $1 and keep its Nasdaq listing.</p><p>Mullen began production of its Mullen THREE EV in August and just announced deliveries of the vehicle, which has an estimated range of 125 miles and a maximum payload of just over 5,300 pounds, to its partner <strong>Randy Marion Automotive Group</strong>. But the company is only expecting to deliver 150 of the vehicles in the fourth quarter.</p><p>Mullen also hired a law firm to help it assess funding opportunities. The <strong>Basile Law Firm P.C.</strong>, led by Mark R. Basile has worked with companies on issues related to stock performance and potential market manipulation, which seems appropriate for Mullen and definitely makes it one of the stocks to sell now.</p><p>MULN gets an “F” rating in the Portfolio Grader.</p><h2 id=\"id_1655954472\">Polestar Automotive (PSNY)</h2><p><strong>Polestar Automotive</strong> (NASDAQ: <strong>PSNY</strong>) is a Swedish EV company that sells autos in 27 markets in Asia, Europe and North America. The company aims to have a lineup of five EVs by 2026, including SUVs and a roadster.</p><p>But instead of scaling up, Polestar has trouble hitting its delivery targets, making it one of the stocks to sell before it’s too late. The company’s lowered its guidance for 2023 deliveries twice so far, and now says it will deliver 60,000 vehicles. At the beginning of the year, the guidance was at 80,000.</p><p>In addition, Polestar says that it will need to raise additional money just to stay solvent.</p><p>Revenue for the third quarter was up 25% from a year ago, reaching $1.84 billion. But the company also recorded an operating loss of $735 million, up from a loss of $709.3 million a year ago.</p><p>PSNY stock is down 59% this year and gets an “F” rating in the Portfolio Grader.</p><h2 id=\"id_1855597795\">Albemarle (ALB)</h2><p><strong>Albemarle</strong> (NYSE: <strong>ALB</strong>) is a North Carolina chemical manufacturing company. It deals in bromine specialties, catalysts and lithium.</p><p>And it’s the lithium market that’s a major drain on ALB stock right now. Piper Sandler analyst Charles Neivert downgraded his rating on the stock from “neutral” to “underweight” and dropped his price target from $140 to $128.</p><p>He cited poor market conditions for lithium that “will undermine any significant rebound in the pricing environment for at least the next few quarters.”</p><p>Revenue in the third quarter was $2.3 billion, up 10% from a year ago, thanks to higher volumes in the company’s energy storage unit. The outlook for the full year calls for adjusted EBITDA to be flat to be down 5%.</p><p>ALB stock is down 45% this year. It gets an “F” rating in the Portfolio Grader.</p><h2 id=\"id_123242518\">Plug Power (PLUG)</h2><p><strong>Plug Power</strong> (NASDAQ: <strong>PLUG</strong>) is a great example of why investors should review their portfolios and rebalance on a regular basis.</p><p>Less than three years ago, Plug Power was one of the best stocks on Wall Street, with a stock price of more than $65. PLUG stock was up 1,500% in just a year. The sky was the limit.</p><p>But the once-promising company fizzled. Plug Power makes hydrogen fuel cells to power forklifts, drones and material handling equipment. It is a potentially great technology because it uses hydrogen and oxygen to produce electricity and only leaves water vapor as a byproduct.</p><p>But Plug Power still isn’t profitable because it can’t figure out how to make money off of a process that’s not cost-effective.</p><p>Earnings for the third quarter were only $198.71 million when analysts were expecting $228.18 million. The company also posted a loss of 47 cents per share, which was worse than the 31-cent loss of EPS that analysts predicted.</p><p>PLUG stock is down 65% this year and gets an “F” rating in the Portfolio Grader.</p><h2 id=\"id_254703821\">Pfizer (PFE)</h2><p><strong>Pfizer</strong> (NYSE: <strong>PFE</strong>) is a global pharmaceutical company that’s perhaps best known for its success in developing one of the first Covid-19 vaccines that was approved by U.S. regulators.</p><p>The successful development of the coronavirus vaccine undoubtedly saved millions of lives and brought billions of dollars into Pfizer’s coffers. But Pfizer is off the radar now that the federal government stopped paying for Covid-19 vaccines.</p><p>The federal government estimates that only 14% of U.S. adults have received an updated Covid-19 vaccine. That means Pfizer (and other pharma companies with vaccines, as we’ll get to in a moment) are seeing their stocks drop and missing earnings targets.</p><p>Pfizer brought in $13.2 billion in revenue in the third quarter, which was down 41% from a year ago as sales of Pfizer’s Covid-19 drugs, Paxlovid and Comimaty, fell.</p><p>Sales of non-Covid treatments were up 10%, but that wasn’t nearly enough to offset the loss of coronavirus revenue. Overall, Pfizer posted a loss of $2.38 billion for the quarter or a loss of 42 cents per share.</p><p>PFE stock is down 41% in 2023 and it gets an “F” rating in the Portfolio Grader.</p><h2 id=\"id_2170901777\">Moderna (MRNA)</h2><p>This is a case of rinse and repeat. You can look at the bearish case for Pfizer and say the same thing about <strong>Moderna</strong> (NASDAQ: <strong>MRNA</strong>). Moderna handled the <em>other </em>commonly used Covid-19 vaccine that people relied on to exit coronavirus-related shutdowns and recover from the pandemic.</p><p>Like Pfizer, Moderna made billions from its Covid-19 vaccine, and like Pfizer, the stock today plummeted because people aren’t as prone to take the updated vaccines.</p><p>Revenue in the third quarter was $1.75 billion, but that was down sharply from a year ago when Moderna posted $3.12 billion in revenue. In the first nine months of the year, Moderna brought in $3.87 billion in revenue versus $13.56 billion a year ago.</p><p>Moderna posted a net loss for the quarter of $3.63 billion, or $9.53 per share, versus a profit of $1.04 billion and $2.67 per share a year ago. That’s one of the main things that makes it one of the stocks to sell and walk away.</p><p>MRNA stock is down 55% this year and gets an “F” rating in the Portfolio Grader.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 F-Rated Stocks to Sell in December</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 F-Rated Stocks to Sell in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-10 10:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/12/7-f-rated-stocks-to-sell-in-december/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Life is short. Time relentlessly moves forward, transforming seconds and minutes into hours and days. Before you know it, it’s nearly the end of 2023 and another year is winding down. The lesson here?...</p>\n\n<a href=\"https://investorplace.com/market360/2023/12/7-f-rated-stocks-to-sell-in-december/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc.","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","ALB":"美国雅保","BK4592":"伊斯兰概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","MULN":"Mullen Automotive","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4585":"ETF&股票定投概念","BK4139":"生物科技","PSNY":"极星汽车","BK4007":"制药","LU1548497426.USD":"安联环球人工智能AT Acc","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","PFE":"辉瑞","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4501":"段永平概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4568":"美国抗疫概念","BK4588":"碎股","BK4550":"红杉资本持仓","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","PLUG":"普拉格能源","BK4551":"寇图资本持仓","MRNA":"Moderna, Inc.","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4581":"高盛持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4096":"电气部件与设备","SG9999002232.USD":"Allianz Global High Payout USD","BK4099":"汽车制造商","SG9999002224.SGD":"Allianz Global High Payout SGD"},"source_url":"https://investorplace.com/market360/2023/12/7-f-rated-stocks-to-sell-in-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389985994","content_text":"Life is short. Time relentlessly moves forward, transforming seconds and minutes into hours and days. Before you know it, it’s nearly the end of 2023 and another year is winding down. The lesson here? You can’t afford to waste time when you’re investing, especially if you’re holding F-rated stocks to sell.F-rated stocks are a portfolio killer. Stocks with an F-rating decrease returns and put retirement security at risk. If you’re holding F-rated stocks to sell, it may be too late to salvage 2023, but it’s not too late to make some changes and get back on track toward achieving your investment goals.We’ll use the Portfolio Grader to identify some of the most unworthy stocks on the market – those that are saddled with well-deserving “F” grades because of their weak earnings performance, poor growth, weak sentiment and bearish analyst sentiment.After all, time is ticking away; it will be 2024 before you know it.ChargePoint (CHPT)ChargePoint (NYSE: CHPT) provides electric vehicle charging stations in Europe and North America. The company has delivered over 188 million charges to date, hoping to capitalize on the global shift to EVs.But even with the Biden administration’s push for green energy and subsidies, ChargePoint remains an unprofitable venture. The company brought in $150.5 million in revenue in its fiscal second quarter of 2024 (ending July 31), up from $108.3 million a year ago. But losses grew from $92.7 million to $125.3 million.And things were even worse in Q3. While ChargePoint projected revenue of $150 million to $165 million, it revised its estimates late in the quarter. On Dec. 6 it announced its third-quarter results with revenue of only $110.3 million.And ChargePoint’s Q3 loss was $158.2 million, up from $84.5 million a year ago.It’s no wonder that ChargePoint shook up its executive leadership team, naming Rick Wilmer as its new president and CEO. While former CEO Pasquale Romano stayed on as an advisor, ChargePoint also showed the door to CFO Rex Jackson. That change sent CHPT stock down 35% in a single day.Three years ago, ChargePoint stock was more than $40 per share. Now it’s barely $2, having dropped 78% in 2023. CHPT stock has an “F” rating in the Portfolio Grader, which makes it one of the stocks to sell while you can.Mullen Automotive (MULN)I have to confess that ChargePoint and Mullen Automotive (NASDAQ: MULN) seem to go hand in hand. One is an EV charging company, the other is a manufacturer of electric vehicles.Both are losing money. Both have serious questions about their viability. And both deserve their “F” ratings.Mullen stock is down 97% this year and trades at less than 20 cents per share, and that’s after completing a 1-for-25 reverse stock split in May and a 1-for-9 split in August. The stock dilution will surely continue, as Mullen has already said it would do another split before Jan. 22, 2024, in an effort to push shares back over $1 and keep its Nasdaq listing.Mullen began production of its Mullen THREE EV in August and just announced deliveries of the vehicle, which has an estimated range of 125 miles and a maximum payload of just over 5,300 pounds, to its partner Randy Marion Automotive Group. But the company is only expecting to deliver 150 of the vehicles in the fourth quarter.Mullen also hired a law firm to help it assess funding opportunities. The Basile Law Firm P.C., led by Mark R. Basile has worked with companies on issues related to stock performance and potential market manipulation, which seems appropriate for Mullen and definitely makes it one of the stocks to sell now.MULN gets an “F” rating in the Portfolio Grader.Polestar Automotive (PSNY)Polestar Automotive (NASDAQ: PSNY) is a Swedish EV company that sells autos in 27 markets in Asia, Europe and North America. The company aims to have a lineup of five EVs by 2026, including SUVs and a roadster.But instead of scaling up, Polestar has trouble hitting its delivery targets, making it one of the stocks to sell before it’s too late. The company’s lowered its guidance for 2023 deliveries twice so far, and now says it will deliver 60,000 vehicles. At the beginning of the year, the guidance was at 80,000.In addition, Polestar says that it will need to raise additional money just to stay solvent.Revenue for the third quarter was up 25% from a year ago, reaching $1.84 billion. But the company also recorded an operating loss of $735 million, up from a loss of $709.3 million a year ago.PSNY stock is down 59% this year and gets an “F” rating in the Portfolio Grader.Albemarle (ALB)Albemarle (NYSE: ALB) is a North Carolina chemical manufacturing company. It deals in bromine specialties, catalysts and lithium.And it’s the lithium market that’s a major drain on ALB stock right now. Piper Sandler analyst Charles Neivert downgraded his rating on the stock from “neutral” to “underweight” and dropped his price target from $140 to $128.He cited poor market conditions for lithium that “will undermine any significant rebound in the pricing environment for at least the next few quarters.”Revenue in the third quarter was $2.3 billion, up 10% from a year ago, thanks to higher volumes in the company’s energy storage unit. The outlook for the full year calls for adjusted EBITDA to be flat to be down 5%.ALB stock is down 45% this year. It gets an “F” rating in the Portfolio Grader.Plug Power (PLUG)Plug Power (NASDAQ: PLUG) is a great example of why investors should review their portfolios and rebalance on a regular basis.Less than three years ago, Plug Power was one of the best stocks on Wall Street, with a stock price of more than $65. PLUG stock was up 1,500% in just a year. The sky was the limit.But the once-promising company fizzled. Plug Power makes hydrogen fuel cells to power forklifts, drones and material handling equipment. It is a potentially great technology because it uses hydrogen and oxygen to produce electricity and only leaves water vapor as a byproduct.But Plug Power still isn’t profitable because it can’t figure out how to make money off of a process that’s not cost-effective.Earnings for the third quarter were only $198.71 million when analysts were expecting $228.18 million. The company also posted a loss of 47 cents per share, which was worse than the 31-cent loss of EPS that analysts predicted.PLUG stock is down 65% this year and gets an “F” rating in the Portfolio Grader.Pfizer (PFE)Pfizer (NYSE: PFE) is a global pharmaceutical company that’s perhaps best known for its success in developing one of the first Covid-19 vaccines that was approved by U.S. regulators.The successful development of the coronavirus vaccine undoubtedly saved millions of lives and brought billions of dollars into Pfizer’s coffers. But Pfizer is off the radar now that the federal government stopped paying for Covid-19 vaccines.The federal government estimates that only 14% of U.S. adults have received an updated Covid-19 vaccine. That means Pfizer (and other pharma companies with vaccines, as we’ll get to in a moment) are seeing their stocks drop and missing earnings targets.Pfizer brought in $13.2 billion in revenue in the third quarter, which was down 41% from a year ago as sales of Pfizer’s Covid-19 drugs, Paxlovid and Comimaty, fell.Sales of non-Covid treatments were up 10%, but that wasn’t nearly enough to offset the loss of coronavirus revenue. Overall, Pfizer posted a loss of $2.38 billion for the quarter or a loss of 42 cents per share.PFE stock is down 41% in 2023 and it gets an “F” rating in the Portfolio Grader.Moderna (MRNA)This is a case of rinse and repeat. You can look at the bearish case for Pfizer and say the same thing about Moderna (NASDAQ: MRNA). Moderna handled the other commonly used Covid-19 vaccine that people relied on to exit coronavirus-related shutdowns and recover from the pandemic.Like Pfizer, Moderna made billions from its Covid-19 vaccine, and like Pfizer, the stock today plummeted because people aren’t as prone to take the updated vaccines.Revenue in the third quarter was $1.75 billion, but that was down sharply from a year ago when Moderna posted $3.12 billion in revenue. In the first nine months of the year, Moderna brought in $3.87 billion in revenue versus $13.56 billion a year ago.Moderna posted a net loss for the quarter of $3.63 billion, or $9.53 per share, versus a profit of $1.04 billion and $2.67 per share a year ago. That’s one of the main things that makes it one of the stocks to sell and walk away.MRNA stock is down 55% this year and gets an “F” rating in the Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355941400408248,"gmtCreate":1727909230337,"gmtModify":1727909233152,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355941400408248","isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311555415802120,"gmtCreate":1717089069883,"gmtModify":1717089072969,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>&nbsp;","text":"$Affirm Holdings, Inc.(AFRM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311555415802120","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275990839427264,"gmtCreate":1708419424508,"gmtModify":1708419426923,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a>&nbsp;","text":"$Seatrium(S51.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275990839427264","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271313034772640,"gmtCreate":1707276326358,"gmtModify":1707276328857,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$&nbsp;</a>&nbsp;","text":"$NIO Inc.(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271313034772640","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270678110028040,"gmtCreate":1707121317513,"gmtModify":1707121321904,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270678110028040","repostId":"1145872715","repostType":2,"repost":{"id":"1145872715","pubTimestamp":1707114392,"share":"https://ttm.financial/m/news/1145872715?lang=&edition=fundamental","pubTime":"2024-02-05 14:26","market":"us","language":"en","title":"Nio May Launch New Variants With Shorter Ranges for Existing Models, Regulatory Filing Shows","url":"https://stock-news.laohu8.com/highlight/detail?id=1145872715","media":"CnEVPost","summary":"Nio's eight models are included in a regulatory catalog that all add significantly shorter range options.Nio (NYSE: NIO) may offer new variants with shorter ranges for existing models in next month's ","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\">Nio&#39;s eight models are included in a regulatory catalog that all add significantly shorter range options.</p></blockquote><p>Nio (NYSE: NIO) may offer new variants with shorter ranges for existing models in next month&#39;s facelift, potentially lowering the barrier to purchase for consumers in an effort to expand sales.</p><p style=\"text-align: left;\">China&#39;s Ministry of Industry and Information Technology (MIIT) today announced a new batch of NEVs (NEVs) that are eligible for vehicle purchase tax reductions, and Nio&#39;s eight on-sale models -- the ES8, ES7, ES6, EC7, EC6, ET7, ET5, and ET5 Touring -- were included.</p><p>The available battery packs for these models in the new catalog have the same capacities as before -- 70-kWh, 75-kWh, 100-kWh, and 150-kWh -- but new options with significantly lower ranges than the previous lowest numbers have been added.</p><p>In Nio&#39;s models, the 70-kWh and 75-kWh are the standard range battery packs, with the 70-kWh being the earliest available Li-ion ternary battery and the 75-kWh being the hybrid pack that the company launched in September 2021 using both Li-ion ternary battery cells and lithium iron phosphate (LFP) cells.</p><p style=\"text-align: left;\">The 100-kWh pack is the long-range battery pack that Nio currently offers, and the 150-kWh is a semi-solid-state battery that is not yet available in its battery swap system.</p><p style=\"text-align: left;\">The company filed for the use of 150-kWh batteries for existing models last year and conducted a range challenge test in December.</p><p style=\"text-align: left;\">For the ET5, the 75-kWh pack provides a CLTC range of 560 kilometers and the 100-kWh is 710 kilometers.</p><p style=\"text-align: left;\">In the latest catalog published by MIIT today, the ET5 has a minimum range of 500 km, which is 11 percent less than the previous minimum CLTC range of the sedan. The model also adds a 640-km range option and 1,055-km CLTC range powered by the 150-kWh battery pack.</p><p style=\"text-align: left;\">All other models see similar changes, with the ET5 Touring&#39;s minimum range going from 530 km to 475 km, the ES6 going from 490 km to 450 km, the EC6 going from 495 km to 450 km, the ET7 going from 530 km to 470 km, the ES7 going from 485 km to 440 km, the EC7 going from 490 km to 445 kilometers, and the ES8 from 465 kilometers to 430 kilometers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25ca349969ad584b28f52e7ee242643a\" tg-width=\"1168\" tg-height=\"739\"/></p><p>Nio announced on January 17 that it will start deliveries of 2024 models in March, but did not provide any details. Previous reports in the local media said that the 2024 Nio models will have the cockpit chip upgraded from the Qualcomm Snapdragon 8155 to the Snapdragon 8295 chip.</p><p>If the power performance is upgraded, it will result in the vehicle having a shorter CLTC range with the same battery pack, but that doesn&#39;t seem to be necessary for the Nio as it already has dual motors with strong performance in all its current models.</p><p>One explanation for the shortening of the minimum CLTC range for all models in the catalog is that Nio may lock in a portion of the range from the standard 70/75-kWh range battery packs, thus lowering the range and price.</p><p>In the Chinese EV market, price cuts usually trigger dissatisfaction among existing customers. But if Nio offers a lower barrier to purchase by making the battery packs&#39; available capacity lower, it may not spark a significant backfire.</p><p>Notably, late last month, some bloggers on Chinese social media platform Weibo said that Nio will likely offer battery packs with a 50-kWh capacity, derived from the standard range battery packs that lock in some power.</p><p>China&#39;s EV market entered 2024 with a new price war, with several brands including Tesla (NASDAQ: TSLA), Xpeng (NYSE: XPEV), Li Auto (NASDAQ: LI) and IM Motors announcing price cuts.</p><p style=\"text-align: left;\">Nio delivered 10,055 vehicles in January, up 18.21 percent from 8,506 a year ago, but down 44.18 percent from 18,012 in December, according to data it announced on February 1.<br/></p><p><br/></p></body></html>","source":"cnevpost_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio May Launch New Variants With Shorter Ranges for Existing Models, Regulatory Filing Shows</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio May Launch New Variants With Shorter Ranges for Existing Models, Regulatory Filing Shows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-05 14:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2024/02/04/nio-may-launch-new-variants-shorter-ranges/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio's eight models are included in a regulatory catalog that all add significantly shorter range options.Nio (NYSE: NIO) may offer new variants with shorter ranges for existing models in next month's ...</p>\n\n<a href=\"https://cnevpost.com/2024/02/04/nio-may-launch-new-variants-shorter-ranges/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://cnevpost.com/2024/02/04/nio-may-launch-new-variants-shorter-ranges/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145872715","content_text":"Nio's eight models are included in a regulatory catalog that all add significantly shorter range options.Nio (NYSE: NIO) may offer new variants with shorter ranges for existing models in next month's facelift, potentially lowering the barrier to purchase for consumers in an effort to expand sales.China's Ministry of Industry and Information Technology (MIIT) today announced a new batch of NEVs (NEVs) that are eligible for vehicle purchase tax reductions, and Nio's eight on-sale models -- the ES8, ES7, ES6, EC7, EC6, ET7, ET5, and ET5 Touring -- were included.The available battery packs for these models in the new catalog have the same capacities as before -- 70-kWh, 75-kWh, 100-kWh, and 150-kWh -- but new options with significantly lower ranges than the previous lowest numbers have been added.In Nio's models, the 70-kWh and 75-kWh are the standard range battery packs, with the 70-kWh being the earliest available Li-ion ternary battery and the 75-kWh being the hybrid pack that the company launched in September 2021 using both Li-ion ternary battery cells and lithium iron phosphate (LFP) cells.The 100-kWh pack is the long-range battery pack that Nio currently offers, and the 150-kWh is a semi-solid-state battery that is not yet available in its battery swap system.The company filed for the use of 150-kWh batteries for existing models last year and conducted a range challenge test in December.For the ET5, the 75-kWh pack provides a CLTC range of 560 kilometers and the 100-kWh is 710 kilometers.In the latest catalog published by MIIT today, the ET5 has a minimum range of 500 km, which is 11 percent less than the previous minimum CLTC range of the sedan. The model also adds a 640-km range option and 1,055-km CLTC range powered by the 150-kWh battery pack.All other models see similar changes, with the ET5 Touring's minimum range going from 530 km to 475 km, the ES6 going from 490 km to 450 km, the EC6 going from 495 km to 450 km, the ET7 going from 530 km to 470 km, the ES7 going from 485 km to 440 km, the EC7 going from 490 km to 445 kilometers, and the ES8 from 465 kilometers to 430 kilometers.Nio announced on January 17 that it will start deliveries of 2024 models in March, but did not provide any details. Previous reports in the local media said that the 2024 Nio models will have the cockpit chip upgraded from the Qualcomm Snapdragon 8155 to the Snapdragon 8295 chip.If the power performance is upgraded, it will result in the vehicle having a shorter CLTC range with the same battery pack, but that doesn't seem to be necessary for the Nio as it already has dual motors with strong performance in all its current models.One explanation for the shortening of the minimum CLTC range for all models in the catalog is that Nio may lock in a portion of the range from the standard 70/75-kWh range battery packs, thus lowering the range and price.In the Chinese EV market, price cuts usually trigger dissatisfaction among existing customers. But if Nio offers a lower barrier to purchase by making the battery packs' available capacity lower, it may not spark a significant backfire.Notably, late last month, some bloggers on Chinese social media platform Weibo said that Nio will likely offer battery packs with a 50-kWh capacity, derived from the standard range battery packs that lock in some power.China's EV market entered 2024 with a new price war, with several brands including Tesla (NASDAQ: TSLA), Xpeng (NYSE: XPEV), Li Auto (NASDAQ: LI) and IM Motors announcing price cuts.Nio delivered 10,055 vehicles in January, up 18.21 percent from 8,506 a year ago, but down 44.18 percent from 18,012 in December, according to data it announced on February 1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":231918087385136,"gmtCreate":1697650598351,"gmtModify":1697650693645,"author":{"id":"4113178675505102","authorId":"4113178675505102","name":"PKTECA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4113178675505102","idStr":"4113178675505102"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CEI\">$Camber Energy(CEI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CEI\">$Camber Energy(CEI)$&nbsp;</a>","text":"$Camber Energy(CEI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/231918087385136","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}